GAMA CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GAMA CHARITABLE TR (EIN 27-2298101)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-31
- IRS object ID
- 201822129349100227
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-31T15:24:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043473347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN SCHACHTER ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 297 NEWBURY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | 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 | 272298101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAMA CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A CLAUDIA DAVIDOFF FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAMA | BusinessNameControlTxt |
| Phone | 6172361915 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JSA 297 NEWBURY ST 4TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDIA DAVIDOFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172361915 | PhoneNum |
| Signature | 2018-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A SCHACHTER EA | PreparerPersonNm |
| PTIN | P00242389 | PTIN |
| Phone | 6172361915 | PhoneNum |
| Preparation | 2018-07-30 | 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 | $637,731 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,608 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $164,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,966 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,638 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,638 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,212 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,151 | 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 | $4,813 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $963 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,640 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,724 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,548 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Cash EOY | -$4 | CashEOYAmt |
| Cash EOYFMV | -$4 | CashEOYFMVAmt |
| US Government Obligations BOY | $47,037 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $71,432 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $71,432 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $461,333 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $444,566 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $566,198 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $105 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $105 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $508,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $516,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $637,731 | 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 | $508,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $516,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $508,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $516,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $508,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $516,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $508,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,724 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $516,099 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $516,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALLEGRAN PLC 40 SH | P | 2016-10-28 | 2017-10-16 | $7,881 | $8,549 | -$668 | -$668 |
| ALLEGRAN PLC 10 SH | P | 2016-11-07 | 2017-10-17 | $1,983 | $1,991 | -$8 | -$8 |
| ALLEGRAN PLC 10 SH | P | 2016-11-15 | 2017-10-17 | $1,983 | $1,961 | $22 | $22 |
| ALLEGRAN PLC 10 SH | P | 2016-12-06 | 2017-10-17 | $1,983 | $1,922 | $61 | $61 |
| AMERICAN INTL GROUP 50 SH | P | 2016-11-18 | 2017-04-18 | $2,977 | $3,212 | -$235 | -$235 |
| AMERICAN INTL GROUP 50 SH | P | 2016-11-30 | 2017-04-18 | $2,977 | $3,365 | -$388 | -$388 |
| AMERICAN INTL GROUP 50 SH | P | 2017-01-11 | 2017-04-18 | $2,977 | $3,199 | -$222 | -$222 |
| AMERICAN INTL GROUP 150 SH | P | 2016-11-15 | 2017-06-07 | $9,489 | $9,579 | -$90 | -$90 |
| BOSTON SCIENTIFIC 170 SH | P | 2016-10-28 | 2017-06-07 | $4,719 | $3,759 | $960 | $960 |
| FACEBOOK INC 10 SH | P | 2016-12-13 | 2017-08-22 | $1,691 | $1,211 | $480 | $480 |
| INGERSOLL-RAND PLC 30 SH | P | 2016-10-28 | 2017-08-28 | $2,513 | $2,010 | $503 | $503 |
| INGERSOLL-RAND PLC 50 SH | P | 2016-11-08 | 2017-08-28 | $4,188 | $3,603 | $585 | $585 |
| INGERSOLL-RAND PLC 20 SH | P | 2016-11-15 | 2017-08-28 | $1,675 | $1,501 | $174 | $174 |
| INGERSOLL-RAND PLC 70 SH | P | 2016-10-28 | 2017-08-29 | $5,865 | $4,691 | $1,174 | $1,174 |
| LEIDOS HLDGS 40 SH | P | 2017-01-11 | 2017-08-02 | $2,086 | $2,016 | $70 | $70 |
| MACOM TECH SOLUTIONS 50 SH | P | 2016-11-30 | 2017-11-13 | $1,820 | $2,520 | -$700 | -$700 |
| MACOM TECH SOLUTIONS 30 SH | P | 2016-12-06 | 2017-11-13 | $1,092 | $1,489 | -$397 | -$397 |
| MACOM TECH SOLUTIONS 50 SH | P | 2016-12-13 | 2017-11-13 | $1,820 | $2,464 | -$644 | -$644 |
| NEWELL BRANDS 50 SH | P | 2016-10-28 | 2017-02-23 | $2,349 | $2,475 | -$126 | -$126 |
| NEWELL BRANDS 30 SH | P | 2016-11-08 | 2017-02-23 | $1,409 | $1,521 | -$112 | -$112 |
| NEWELL BRANDS 150 SH | P | 2016-10-28 | 2017-04-19 | $6,940 | $7,425 | -$485 | -$485 |
| NEWELL BRANDS 50 SH | P | 2016-11-15 | 2017-04-19 | $2,313 | $2,378 | -$65 | -$65 |
| NOBLE ENERGY 40 SH | P | 2016-10-28 | 2017-03-13 | $1,360 | $1,412 | -$52 | -$52 |
| NOBLE ENERGY 50 SH | P | 2016-11-30 | 2017-03-13 | $1,700 | $1,896 | -$196 | -$196 |
| NOBLE ENERGY 30 SH | P | 2016-10-28 | 2017-03-28 | $1,014 | $1,059 | -$45 | -$45 |
| NOBLE ENERGY 230 SH | P | 2016-10-28 | 2017-06-01 | $6,686 | $8,118 | -$1,432 | -$1,432 |
| SCHLUMBERGER LIMITED 10 SH | P | 2016-11-15 | 2017-03-13 | $785 | $811 | -$26 | -$26 |
| SCHLUMBERGER LIMITED 50 SH | P | 2016-11-30 | 2017-03-13 | $3,925 | $4,165 | -$240 | -$240 |
| SCHLUMBERGER LIMITED 30 SH | P | 2016-11-15 | 2017-03-28 | $2,344 | $2,432 | -$88 | -$88 |
| SCHLUMBERGER LIMITED 60 SH | P | 2016-11-15 | 2017-06-28 | $3,932 | $4,864 | -$932 | -$932 |
| SCHLUMBERGER LIMITED 50 SH | P | 2016-11-18 | 2017-06-28 | $3,277 | $4,009 | -$732 | -$732 |
| STANLEY BLACK & DECKER 50 SH | P | 2016-11-08 | 2017-02-23 | $6,362 | $5,901 | $461 | $461 |
| STANLEY BLACK & DECKER 20 SH | P | 2016-11-15 | 2017-02-23 | $2,545 | $2,428 | $117 | $117 |
| STANLEY BLACK & DECKER 20 SH | P | 2016-12-06 | 2017-02-23 | $2,545 | $2,372 | $173 | $173 |
| STANLEY BLACK & DECKER 20 SH | P | 2016-12-13 | 2017-02-23 | $2,545 | $2,393 | $152 | $152 |
| THERMO FISHER SCIENTIFIC 10 SH | P | 2016-11-15 | 2017-06-07 | $1,756 | $1,479 | $277 | $277 |
| THERMO FISHER SCIENTIFIC 30 SH | P | 2016-10-28 | 2017-08-29 | $5,400 | $4,422 | $978 | $978 |
| THERMO FISHER SCIENTIFIC 10 SH | P | 2016-11-15 | 2017-08-29 | $1,800 | $1,479 | $321 | $321 |
| BLACKSTONE GROUP LP 50 SH | P | 2017-01-11 | 2017-12-27 | $1,618 | $1,509 | $109 | $109 |
| BLACKSTONE GROUP LP 50 SH | P | 2017-04-25 | 2017-12-27 | $1,618 | $1,561 | $57 | $57 |
| HARSCO CORP 63 SH | P | 2016-11-09 | 2017-11-10 | $1,118 | $718 | $400 | $400 |
| HARSCO CORP 30 SH | P | 2016-11-10 | 2017-12-19 | $555 | $373 | $182 | $182 |
| HARSCO CORP 100 SH | P | 2016-11-30 | 2017-12-19 | $1,851 | $1,421 | $430 | $430 |
| HARSCO CORP 100 SH | P | 2016-12-06 | 2017-12-19 | $1,851 | $1,440 | $411 | $411 |
| HARSCO CORP 100 SH | P | 2016-12-13 | 2017-12-19 | $1,851 | $1,460 | $391 | $391 |
| HARSCO CORP 10 SH | P | 2016-11-10 | 2017-12-20 | $185 | $124 | $61 | $61 |
| HARSCO CORP 40 SH | P | 2016-11-11 | 2017-12-20 | $741 | $493 | $248 | $248 |
| HARSCO CORP 70 SH | P | 2016-11-18 | 2017-12-20 | $1,297 | $860 | $437 | $437 |
| HARSCO CORP 30 SH | P | 2016-11-17 | 2017-12-20 | $560 | $367 | $193 | $193 |
| HARSCO CORP 80 SH | P | 2016-11-18 | 2017-12-20 | $1,493 | $983 | $510 | $510 |
| MACOM TECH SOLUTIONS 10 SH | P | 2016-10-28 | 2017-11-13 | $364 | $365 | -$1 | -$1 |
| SALESFORCE.COM INC 100 SH | P | 2016-11-18 | 2017-12-05 | $10,064 | $7,802 | $2,262 | $2,262 |
| SALESFORCE.COM INC 10 SH | P | 2016-11-30 | 2017-12-05 | $1,006 | $731 | $275 | $275 |
| BLACKSTONE GROUP LP 100 SH | P | 2016-10-28 | 2017-12-27 | $3,237 | $2,567 | $670 | $670 |
| BLACKSTONE GROUP LP 100 SH | P | 2016-10-28 | 2017-12-27 | $3,237 | $2,559 | $678 | $678 |
| BLACKSTONE GROUP LP 100 SH | P | 2016-11-15 | 2017-12-27 | $3,237 | $2,601 | $636 | $636 |
| BLACKSTONE GROUP LP 150 SH | P | 2016-11-18 | 2017-12-27 | $4,855 | $4,034 | $821 | $821 |
| BLACKSTONE GROUP LP 100 SH | P | 2016-11-30 | 2017-12-27 | $3,237 | $2,666 | $571 | $571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,966 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $478,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $48,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $242,529 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $97,041 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.499243 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,572 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.473668 | DistributionYr5Rt |
| Total Distribution | 3.972911 | TotalDistributionRt |
| Average Distribution | 0.794582 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $583,647 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $463,755 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $115 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $463,870 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $256 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $256 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25 | OverpaymentAmt |
| Applied To ES Tax | $25 | 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 | Yes (1) | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172361915 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JSA 297 NEWBURY ST 4TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CLAUDIA DAVIDOFF | |||||||||
| C/O JSA 297 NEWBURY STREET 4TH | FLOOR | BOSTON | MA | 02115 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPH KAHAN | |||||||||
| C/O JSA 297 NEWBURY STREET 4TH | FLOOR | BOSTON | MA | 02115 | TRUSTEE | 1.00 | $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 | $592,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $592,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $592,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $583,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $231 | TotalTaxAmt |
| Distributable Before Adj | $28,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,951 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,421 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $237,677 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $311,098 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $28,951 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,951 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $282,147 | 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 | $44,470 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $237,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $237,677 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDIA DAVIDOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $5,608 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,966 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,212 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,212 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,813 | Amt |
| Net Investment Income | $963 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $63,007 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $63,007 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $8,425 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $8,425 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACTIVISION BLIZZARD INC | AT COST | $9,575 | $15,830 |
| ALPHABET INC | AT COST | $21,303 | $26,335 |
| AMAZON.COM INC | AT COST | $15,464 | $23,389 |
| AMERICAN WTR WKS CO INC | AT COST | $16,779 | $21,043 |
| APPLE INC | AT COST | $8,396 | $11,846 |
| BOOZ ALLAN HAMILTON HLDG CORP | AT COST | $15,736 | $19,065 |
| BOSTON SCIENTIFIC CORP | AT COST | $13,494 | $15,618 |
| BRISTOL MYERS SQUIBB | AT COST | $13,904 | $15,320 |
| CHARTER COMMUNICATIONS INC | AT COST | $16,139 | $20,158 |
| CONSTELLATION BRANDS INC | AT COST | $16,823 | $25,143 |
| COSTCO WHOLESALE CORP | AT COST | $10,551 | $13,028 |
| FACEBOOK INC | AT COST | $14,228 | $21,175 |
| GRACE W R & CO | AT COST | $16,850 | $17,533 |
| HEALTHEQUITY INC | AT COST | $8,671 | $9,799 |
| LEIDOS HLDGS INC | AT COST | $11,177 | $16,788 |
| MACOM TECH SOLUTIONS HLDGS INC | AT COST | $8,769 | $7,810 |
| PAYPAL HLDGS INC | AT COST | $10,803 | $19,141 |
| PHILLIPS 66 | AT COST | $12,502 | $15,173 |
| SVB FINAL GROUP | AT COST | $10,549 | $18,702 |
| SALESFORCE.COM INC | AT COST | $8,036 | $11,245 |
| STARBUCKS CORP | AT COST | $11,468 | $11,486 |
| TJX COS INC | AT COST | $14,959 | $15,292 |
| THERMO FISHER SCIENTIFIC INC | AT COST | $8,502 | $11,393 |
| VISA INC | AT COST | $20,208 | $28,505 |
| ZOETIS INC | AT COST | $15,232 | $21,612 |
| AMERICAN TOWER CORP | AT COST | $16,179 | $21,401 |
| CME GROUP INC | AT COST | $14,678 | $17,526 |
| DANAHER CORP | AT COST | $11,086 | $12,067 |
| FIRST REP BK | AT COST | $20,106 | $19,061 |
| HARSCO CORP | AT COST | $3,307 | $5,166 |
| MIDDLEBY CORP | AT COST | $10,729 | $12,146 |
| SCHWAB CHARLES CORP | AT COST | $18,728 | $23,117 |
| SHERWIN WILLIAMS CO | AT COST | $15,758 | $20,502 |
| ULTRAGENYX PHARMACEUTICAL INC | AT COST | $3,877 | $2,783 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| EOY Book Value | $105 | EOYBookValueAmt |
| EOYFMV | $105 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $2,640 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLACKSTONE GROUP K-1 | Desc |
| Revenue And Expenses Per Books | $1,638 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,638 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMONWEALTH OF MASSACHUSETTS | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |