CAIL FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CAIL FAMILY FOUNDATION (EIN 20-2034269)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-28
- IRS object ID
- 201801799349100605
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-28T11:47:19-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042088368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY GRAY & GRAY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ROYALL STREET SUITE 102 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202034269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAIL | BusinessNameControlTxt |
| Phone | 7817695858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 FLORENCE ST BLDG N 60 APT 3C | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH KAPLAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7817695858 | PhoneNum |
| Signature | 2018-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BERARDI | PreparerPersonNm |
| PTIN | P01203181 | PTIN |
| Phone | 7814070300 | PhoneNum |
| Preparation | 2018-06-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,026,092 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250,235 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $159,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $330,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $389,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,159 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,754 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,754 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,776 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,776 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,776 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,738 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,443 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,443 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,638,417 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,569,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,014,649 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,644,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,580,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,026,092 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,644,155 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,580,497 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,644,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,580,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,644,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,580,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,644,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,782,496 | SubtotalAmt |
| Other Decreases | $201,999 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,580,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2012 ANNALY CAP MGMT | P | 2016-06-22 | 2017-05-30 | $23,728 | $20,565 | $3,163 | $3,163 |
| 20 TEKLA LIFE SCIENCES | P | 2016-06-10 | 2017-05-30 | $402 | $386 | $16 | $16 |
| 25 TEKLA LIFE SCIENCES | P | 2016-12-30 | 2017-05-30 | $503 | $427 | $76 | $76 |
| 20 TEKLA LIFE SCIENCES | P | 2017-03-31 | 2017-05-30 | $402 | $383 | $19 | $19 |
| 5000 SCORPIO TANKERS INC | P | 2016-07-29 | 2017-05-30 | $18,250 | $23,590 | -$5,340 | -$5,340 |
| 717 WHEATON PRECIOUS METALS | P | 2016-09-09 | 2017-05-30 | $14,973 | $19,892 | -$4,919 | -$4,919 |
| 1300 FORD MOTOR CO. | P | 2014-11-18 | 2017-05-30 | $14,432 | $20,154 | -$5,722 | -$5,722 |
| 858 ALLIANCEBERNSTEIN GLOBAL | P | 2014-12-08 | 2017-05-30 | $10,982 | $11,130 | -$148 | -$148 |
| 1800 COHEN & STEERS SELECT | P | 2013-07-10 | 2017-05-30 | $41,507 | $34,564 | $6,943 | $6,943 |
| 750 GUGGENHEIM MULTI-ASSET INCOME | P | 2013-07-10 | 2017-05-30 | $15,577 | $17,294 | -$1,717 | -$1,717 |
| 780 GUGGENHEIM MULTI-ASSET INCOME | P | 2014-04-28 | 2017-05-30 | $16,200 | $19,526 | -$3,326 | -$3,326 |
| 750 SCHWAB EMERGING MARKETS | P | 2013-07-10 | 2017-05-30 | $18,722 | $17,292 | $1,430 | $1,430 |
| 850 GLOBAL X SUPERDIVID | P | 2014-05-29 | 2017-05-30 | $18,122 | $21,495 | -$3,373 | -$3,373 |
| FIRST TR NORTH AMERN ENERGY | P | 2015-01-22 | 2017-05-30 | $65,746 | $71,859 | -$6,113 | -$6,113 |
| 1350 VOYA GLOBAL ADVANTAGE AND PREM | P | 2015-06-23 | 2017-05-30 | $14,553 | $16,687 | -$2,134 | -$2,134 |
| 750 TEKLA LIFE SCIENCES | P | 2013-07-10 | 2017-05-30 | $15,082 | $14,087 | $995 | $995 |
| 13 TEKLA LIFE SCIENCES | P | 2013-09-30 | 2017-05-30 | $261 | $251 | $10 | $10 |
| 14 TEKLA LIFE SCIENCES | P | 2014-03-31 | 2017-05-30 | $282 | $312 | -$30 | -$30 |
| 259 TEKLA LIFE SCIENCES | P | 2014-06-27 | 2017-05-30 | $5,208 | $5,115 | $93 | $93 |
| 19 TEKLA LIFE SCIENCES | P | 2014-12-31 | 2017-05-30 | $382 | $483 | -$101 | -$101 |
| 2530.73 PRINCIPAL GLOBAL DIVERSIVED | P | 2013-07-10 | 2017-05-30 | $35,101 | $35,035 | $66 | $66 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,112 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $241,276 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,811,771 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.133171 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,673,582 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121237 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $203,049 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,608,886 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126205 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,642 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,407,772 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135421 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,449 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,293,868 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.145648 | DistributionYr5Rt |
| Total Distribution | 0.661682 | TotalDistributionRt |
| Average Distribution | 0.132336 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,067,715 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $273,633 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $275,046 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $228,776 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,826 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,826 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $418 | OverpaymentAmt |
| Applied To ES Tax | $418 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KELLY A BERARDI | IndividualWithBooksNm |
| Phone | 7814070300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ROYALL STREET SUITE 102 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MILTON CAIL | ||||||||
| 99 FLORENCE ST BUILDING N 3C | CHESTNUT HILL | MA | 02467 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| LOIS CAIL | ||||||||
| 99 FLORENCE ST BUILDING N 3C | CHESTNUT HILL | MA | 02467 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| FAITH KAPLAN | ||||||||
| 336 COUNTRY CLUB RD | NEWTON CENTRE | MA | 02459 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,081,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,099,203 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,099,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,067,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,826 | TotalTaxAmt |
| Distributable Before Adj | $100,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,560 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,776 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $228,776 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $228,776 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $124,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,819 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $127,829 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,478 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $157,235 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $652,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,776 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,216 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $781,145 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $124,568 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $656,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,819 | ExcessFromYear4Amt |
| Excess From Year3 | $127,829 | ExcessFromYear3Amt |
| Excess From Year2 | $121,478 | ExcessFromYear2Amt |
| Excess From Year1 | $157,235 | ExcessFromYear1Amt |
| Excess From Current Year | $128,216 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER ASSOCIATION | |||||||
| 480 PLEASANT ST | WATERTOWN | MA | 02472 | PUBLIC CHARITY | TO SUPPORT RESEARCH FOR A CURE | $2,000 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N GEAUREGARD STREET | ALEXANDRIA | VA | 22311 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $500 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PUBLIC CHARITY | SUPPORT THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $2,000 | |
| ANIT-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | PUBLIC CHARITY | TO END DEFAMATION OF JEWISH PEOPLE AND SECURE JUSTICE AND FAIR TREATMENT FOR ALL | $15,000 | |
| ASHE COUNTY RESCUE SQUAD INC | |||||||
| PO BOX 639 | W JEFFERSON | NC | 28694 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $25 | |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 200906929 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 | |
| BETH ISRAEL DEACONESS | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | PROVIDE ADVANCED HEALTH CARE | $10,000 | |
| BINA FARM CENTER | |||||||
| 207 UNION ST | NATICK | MA | 01760 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $500 | |
| BOCA RATON POLICE FOUNDATION | |||||||
| 6800 BROKEN SOUND PKWY | BOCA RATON | FL | 33487 | PUBLIC CHARITY | TO ASSIST THE CAUSE | $25 | |
| BOSTON CHILDRENS HOSPITAL | |||||||
| 401 ZSTL FTOBR | BOSTON | MA | 02215 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 | |
| BOSTON CURSILO | |||||||
| C/O ARCHDIOCESE OF BOSTON 66 BROOKS | BRAINTREE | MA | 02184 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $25 | DR |
| BOSTON JEWISH FILM FESTIVAL | |||||||
| 1001 WATERTOWN STREET | WEST NEWTON | MA | 02465 | PUBLIC CHARITY | TO INSPIRE COMMUNITY TO EXPLORE FULL SPECTRUM OF JEWISH LIFE, VALUES & CULTURE | $1,000 | |
| BOYS TOWN | |||||||
| PO BOX 6000 | BOYS TOWN | NE | 68010 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $1,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 024532728 | PUBLIC CHARITY | TO HELP PROMOTE CAUSE | $1,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $10,000 | |
| CARE | |||||||
| 151 ELLIS STREET | ATLANTA | GA | 303032440 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $3,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 212013443 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 | |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | PUBLIC CHARITY | HELPING PEOPLE IN NEED | $38,000 | |
| CROHN'S & COLITIS | |||||||
| 72 RIVER PARK | NEEDHAM | MA | 02494 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $2,000 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $5,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $10,000 | |
| EASTER SEALS | |||||||
| 141 W JACKSON BLVD | CHICAGO | IL | 60604 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 | |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $1,000 | |
| FEEDING AMERICA | |||||||
| 35 E WACKER DRIVE | CHICAGO | IL | 606012200 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $1,000 | |
| FOREVER HOME RESCUE NEW ENGLAND | |||||||
| 106 ADAMS STREET | MEDFIELD | MA | 02052 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,500 | |
| FOUNDATION FOR AIDS | |||||||
| 120 WALL STREET | NEW YORK | NY | 100053908 | PUBLIC CHARITY | FIND A CURE FOR AIDS | $2,000 | |
| GANN ACADEMY | |||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | PUBLIC CHARITY | TO EDUCATE AND INSPIRE | $1,000 | |
| GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 | |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT ST | AMERICUS | GA | 317093498 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 | |
| HEBREW COLLEGE | |||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $250 | |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,500 | |
| HILLEL INTERNATIONAL | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $500 | |
| HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 | |
| HOSPICE BY THE SEA FOUNDATION | |||||||
| 1531 W PALMETTO PARK ROAD | BOCA RATON | FL | 33486 | PUBLIC CHARITY | SUPPORT FOR THE HOSPICE PROGRAMS | $100 | |
| JEWISH COMMUNITY CENTERS OF GREATER BOSTON | |||||||
| 333 NAHANTON ST | NEWTON | MA | 024593213 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $10,000 | |
| JEWISH COMMUNITY HOUSING FOR ELDERLY | |||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 021354753 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $10,000 | |
| JEWISH FAMILY & CHILD SERVICES | |||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PUBLIC CHARITY | HELPING BUILD ISRAEL | $2,000 | |
| JIMMY FUND WALKBOSTON MARATHONPMC | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | PUBLIC CHARITY | TO ENSURE CONTINUATION OF RESEARCH | $500 | |
| JDRF | |||||||
| 28 BROADWAY | NEW YORK | NY | 10004 | PUBLIC CHARITY | TO ENSURE CONTINUATION OF RESEARCH | $1,200 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 | |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 | |
| MERCY SHIP | |||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 757711930 | PUBLIC CHARITY | TO SERVE PEOPLE OF AFRICA | $1,000 | |
| MORGAN MEMORIAL | |||||||
| PO BOX 55009 | BOSTON | MA | 02205 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $2,000 | |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $500 | |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | |||||||
| 4600 EAST WEST HIGHWAY | BETHESDA | MD | 20814 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $2,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | PUBLIC CHARITY | SUPPORT FOR THE CAUSE | $300 | |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | PUBLIC CHARITY | TO SUPPORT RESEARCH AND DEVELOPMENT | $500 | |
| NEWTON COMMUNITY DEVEOPMENT FOUNDATION | |||||||
| 425 WATERTOWN STREET | NEWTON | MA | 02458 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $500 | |
| NEWTON FIREFIGHTERS ASSOC | |||||||
| PO BOX 600384 | NEWTON | MA | 02460 | PUBLIC CHARITY | TO SERVE ITS MEMBERSHIP | $25 | |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | |||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | PUBLIC CHARITY | TO HELP HOSPITAL PROVIDE CONTINUED EXCELLANCE | $2,500 | |
| NORTHEASTERN UNIVERSITY | |||||||
| 1135 TREMONT STREET | BOSTON | MA | 02115 | PUBLIC CHARITY | TO SUPPORT AND STRENGTHEN PROGRAMS | $1,000 | |
| PARKINSONS DISEASE FOUNDATION | |||||||
| 1359 BROADWAY | NEW YORK | NY | 10018 | PUBLIC CHARITY | SUPPORT FOR THE CAUSE | $1,000 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $5,000 | |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | HELP FOR THE HOMELESS | $1,000 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PUBLIC CHARITY | SUPPORT FOR THE CAUSE | $500 | |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | PUBLIC CHARITY | TO HELP POVERTY AROUND THE WORLD | $2,000 | |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | TO SUPPORT HOMELESS WOMEN | $500 | |
| SMILE TRAIN | |||||||
| PO BOX 96246 | WASHINGTON | DC | 200906246 | PUBLIC CHARITY | TRAINING, UTILIZING, AND EMPOWERING LOCAL DOCTORS | $1,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | TO FIGHT HATE, AND TEACH TOLERANCE | $3,000 | |
| ST FRANCIS HOUSE | |||||||
| 39 BOYLSTON ST | BOSTON | MA | 02116 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $750 | |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $1,000 | |
| TEMPLE BETH AVODAH | |||||||
| 45 PUDDINGSTON LANE | NEWTON | MA | 02459 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $100 | |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC CHARITY | SUPPORT THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $2,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | HELP PROVIDE DOCUMENTATION AND INTERPRETATION OF HOLOCAUST HISTORY | $500 | |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 331241530 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $47,876 | |
| WGBH LEADERSHIP CIRCLE | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $5,000 | |
| WPBT2 | |||||||
| 700 SOUTH DIXIE HIGHWAY 204 | WEST PALM BEACH | FL | 33401 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $100 | |
| ZAMIR CHORALE OF BOSTON | |||||||
| POBOX 590126 | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,776 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,159 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,112 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,047 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MILTON L CAIL | ||||||
| 1 | 99 FLORENCE ST BLDG N 60 APT 3C | CHESTNUT HILL | MA | 02467 | $43,910 | Yes (X) |
| MILTON L CAIL | ||||||
| 2 | 99 FLORENCE ST BLDG N 60 APT 3C | CHESTNUT HILL | MA | 02467 | $24,455 | Yes (X) |
| MILTON L CAIL | ||||||
| 3 | 99 FLORENCE ST BLDG N 60 APT 3C | CHESTNUT HILL | MA | 02467 | $69,950 | Yes (X) |
| MILTON L CAIL | ||||||
| 4 | 99 FLORENCE ST BLDG N 60 APT 3C | CHESTNUT HILL | MA | 02467 | $60,780 | Yes (X) |
| MILTON L CAIL | ||||||
| 5 | 99 FLORENCE ST BLDG N 60 APT 3C | CHESTNUT HILL | MA | 02467 | $51,140 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHARES MORGAN STANLEY GROWTH PORTFOLIO CL A | $43,910 | 2017-08-09 |
| 2 | 61 SHARES CHARTER COMMUNICATIONS INC CL A | $24,455 | 2017-08-09 |
| 3 | 1000 SHARES INDEPENDENT BK CORP MASS | $69,950 | 2017-08-09 |
| 4 | 1000 SHARES LAS VEGAS SANDS CORP | $60,780 | 2017-08-09 |
| 5 | 500 SHARES TIME WARNER INC | $51,140 | 2017-08-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,100 | Amt |
| Net Investment Income | $6,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCKS & SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,569,054 | BookValueAmt |
| EOYFMV | $2,014,649 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS FOR CONTRIBUTIONS OF STOCK | Desc |
| Amt | $201,999 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $11,629 | $11,629 | $0 |
| ANNUAL REPORT | $125 | $125 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILTON CAIL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 FLORENCE ST BUILDING N 3C | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $15 | $15 | $0 |
| FEDERAL TAXES | $4,296 | $0 | $0 |