THE@GEORGE AND ALICE RICH CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE@GEORGE AND ALICE RICH CHARITABLE FOUNDATION (EIN 04-6936732)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-24
- IRS object ID
- 201841449349100219
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-24T15:37:28-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043000523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRAINTREE HILL OFC PK SUITE 102 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | 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 | 046936732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE AND ALICE RICH CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6177206040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 TREMONT STREET NO 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER A BOVE JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177206040 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CARNES | PreparerPersonNm |
| PTIN | P00297040 | PTIN |
| Phone | 6174711120 | PhoneNum |
| 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 | $3,837,742 | 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 | $101,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,203 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $101,202 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,440 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $121,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,643 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $101,215 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,101 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,101 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,054 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,054 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,266 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $207,264 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,323 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $101,215 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $32,926 | CashEOYAmt |
| Cash EOYFMV | $32,926 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $202,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,121 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,121 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,237,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,140,608 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,622,167 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,026,548 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,038,528 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,439,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,344,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,837,742 | 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 | $3,439,342 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,344,203 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,439,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,344,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,439,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,344,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,439,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,609 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,353,733 | SubtotalAmt |
| Other Decreases | $9,530 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,344,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RBC INVESTMENTS - DETAIL AVAILABLE UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $2,014 | $1,949 | $65 | $65 |
| RBC INVESTMENTS - DETAIL AVAILABLE UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $83,341 | $75,167 | $8,174 | $8,174 |
| CAPITAL GAINS DIVIDENDS | P | $12,201 | $12,201 | $12,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,440 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $65 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $196,745 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,267,021 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060222 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,783 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,454,658 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032647 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $248,449 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,771,924 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065868 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,932 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,583,540 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035979 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $124,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,352,561 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036996 | DistributionYr5Rt |
| Total Distribution | 0.231712 | TotalDistributionRt |
| Average Distribution | 0.046342 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,604,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $167,034 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $863 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $167,897 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $863 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $863 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,566 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,566 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $703 | OverpaymentAmt |
| Applied To ES Tax | $703 | 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 | ALEXANDER A BOVE JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177206040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 TREMONT STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER A BOVE JR ESQ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 TREMONT STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $34,101 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $3,495,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,659,272 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,659,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,604,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $863 | TotalTaxAmt |
| Distributable Before Adj | $179,356 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,356 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,356 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $863 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,081 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,356 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,895 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,895 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $46,307 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALEXANDER A BOVE JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 TREMONT STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177206040 | RecipientPhoneNum |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE SPECIFIED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE SPECIFIED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS FOR HUMANITY | |||||||
| 100 WEST SECOND STREET | BOSTON | MA | 02127 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $5,000 |
| ASIAN AMERICAN CIVIC ASSOCIATION | |||||||
| 87 TYLER STREET 5TH FLOOR | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $6,000 |
| BOSTON'S RESCUE MISSION | |||||||
| 39 KINGSTON STREET | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $500 |
| CHAMELEON ARTS ENSEMBLE | |||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $2,000 |
| CHARLES RIVER WIND ENSEMBLE | |||||||
| PO BOX 590470 | NEWTON CENTRE | MA | 02459 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $4,000 |
| CHORUS PRO MUSICA | |||||||
| 645 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $31,000 |
| ECONOMIC MOBILITY PATHWAYS INC | |||||||
| ONE WASHINGTON MALL 3RD FLOOR | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $5,000 |
| FRIENDS OF BOSTON HOMELESS CO LONG ISLAND SHELTER | |||||||
| PO BOX 220648 | BOSTON | MA | 02122 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $7,500 |
| HEALTH CARE WITHOUT WALLS | |||||||
| 148 LINDEN STREET SUITE 208 | BOSTON | MA | 02482 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $5,000 |
| NEADS - DOGS FOR DEAF AND DISABLED AMERICANS | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $500 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | EAST WATERTOWN | MA | 02472 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $20,000 |
| PLANNED PARENTHOOD LEAGUE OF MA | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $1,000 |
| REACH BEYOND DOMESTIC VIOLENCE | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $7,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $1,000 |
| SPEAKEASY STAGE COMPANY | |||||||
| 539 TREMONT STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $6,000 |
| SUFFOLK UNIVERSITY | |||||||
| 8 ASHBURTON PLACE | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $25,000 |
| SUMMER STARS CAMP FOR THE PERFORMING ARTS | |||||||
| 132 HIGH STREET | NORWELL | MA | 02061 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $1,500 |
| THE BOSTON CAMERATA | |||||||
| PO BOX 98204 | BOSTON | MA | 02112 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $500 |
| VICTIM RIGHTS LAW CENTER | |||||||
| 115 BROAD STREET 3RD FLOOR | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $1,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $2,500 |
| OPERATION SMILE | |||||||
| GIFT PROCESSING CENTER PO BOX 5017 | HAGERSTOWN | MD | 217419716 | PUBLIC CHARITY | DONATION TO SUPPORT THE CHARITY'S MISSION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,000 | 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 | $101,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,440 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,655 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | PROCEEDS OF A CLASS ACTION SETTLEMENT OF PREVIOUSLY OWNED STOCK. | RelationshipStatementTxt |
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 FEES | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US EQUITIES | $1,376,548 | $1,715,101 |
| INTERNATIONAL EQUITIES | $764,060 | $907,066 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME SECURITIES | AT COST | $1,006,625 | $1,018,305 |
| OTHER SEURITIES | AT COST | $19,923 | $20,223 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $9,530 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MA ANNUAL REPORT | $35 | $0 | $0 | $35 |
| BANK FEES | $8 | $0 | $0 | $8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $13 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $34,054 | Amt |
| Net Investment Income | $34,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,266 | Amt |
| Net Investment Income | $1,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |