KATHRYN GOODMAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN GOODMAN FOUNDATION (EIN 46-3170657)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349103382
- Schema version
- 2017v2.3
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T15:11:56-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042836739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADLER BLANCHARD & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CAMBRIDGE ST STE 201 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 | 463170657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KATHRYN GOODMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 5086420363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086420363 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL BLANCHARD | PreparerPersonNm |
| PTIN | P00851646 | PTIN |
| Phone | 7812730075 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.13.93.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 14:11:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6D70F2C8CF3373E7566322A78F52B76E34611B73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 199E20AC3E382B89236129B83DF2F4EB3878B375 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,990,427 | 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 | $4,690,573 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $372 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $372 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $372 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $113,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,175 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $113,175 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,212,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $407,824 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $19,536 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,211,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $521,371 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $133,083 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,000 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $29,078 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,078 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $29,078 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,140 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,140 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $325 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $325 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $35,543 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $35,543 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,097,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $485,828 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $97,540 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $77,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $327,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $327,590 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $311,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,158,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,662,837 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $388,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,485,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,990,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $388,211 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,485,612 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $388,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,485,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $388,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,485,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $388,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,097,401 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,485,612 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,485,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1635 SH BOEING COMPANY | D | 2016-07-21 | 2017-09-06 | $385,688 | $219,744 | $165,944 | $165,944 |
| 3000 SH DOWDUPONT | D | 2015-06-04 | 2017-09-06 | $193,954 | $159,810 | $34,144 | $34,144 |
| 405 SH EMERSON ELEC CO | P | 2015-10-19 | 2017-09-06 | $23,905 | $18,461 | $5,444 | $5,444 |
| 3910 SH EMERSON ELEC CO | D | 2016-07-21 | 2017-09-06 | $230,783 | $219,968 | $10,815 | $10,815 |
| 4500 SH GENERAL MOTORS | D | 2015-06-04 | 2017-09-06 | $168,980 | $160,016 | $8,964 | $8,964 |
| 5250 SH SANOFI ADR | D | 2016-07-21 | 2017-09-06 | $258,032 | $220,518 | $37,514 | $37,514 |
| 2950 SH TARGET CORP | D | 2016-07-21 | 2017-09-06 | $172,565 | $219,844 | -$47,279 | -$47,279 |
| 162 SH BOEING COMPANY | P | 2016-10-25 | 2017-09-06 | $38,215 | $22,505 | $15,710 | $15,710 |
| 601 SH SANOFI ADR | P | 2016-10-25 | 2017-09-06 | $29,538 | $22,568 | $6,970 | $6,970 |
| 330 SH TARGET CORP | P | 2016-10-25 | 2017-09-06 | $19,304 | $22,448 | -$3,144 | -$3,144 |
| 3120 SH CONSOLIDATED EDISON | D | 2014-05-29 | 2017-11-16 | $273,524 | $173,575 | $99,949 | $99,949 |
| 415 SH EVERSOURCE | P | 2016-10-25 | 2017-11-16 | $26,889 | $22,562 | $4,327 | $4,327 |
| 2736 SH PINNACLE WEST | D | 2014-05-29 | 2017-11-16 | $247,548 | $149,960 | $97,588 | $97,588 |
| 388 SH WEC ENERGY GROUP | P | 2016-10-25 | 2017-11-16 | $26,686 | $22,568 | $4,118 | $4,118 |
| 2150 SH TOTAL S.A. SP ADR | D | 2014-05-29 | 2017-11-16 | $117,044 | $150,284 | -$33,240 | -$33,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,824 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,536 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,137 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $382,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.013443 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,065 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $350,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014452 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,198 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $461,664 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.295015 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,270 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $479,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090258 | DistributionYr4Rt |
| Total Distribution | 0.413168 | TotalDistributionRt |
| Average Distribution | 0.103292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,775,385 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $389,967 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,858 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $394,825 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,717 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,717 | SubtotalAmt |
| Tax Based On Investment Income | $9,717 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $325 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $325 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $9,395 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY W GOODMAN | IndividualWithBooksNm |
| Phone | 5086420363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.10 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,731,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,832,878 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,832,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,775,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,717 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,717 | TotalTaxAmt |
| Distributable Before Adj | $179,052 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $179,052 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $179,052 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $79,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $79,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,052 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $14,818 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,892 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $128,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $79,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $100,052 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $100,052 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,658 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,658 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $28,658 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CHILD JUSTICE INC | |||||||
| 8401 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PROTECTION FOR ABUSED CHILDREN | $5,000 | |
| ADAM'S CAMP | |||||||
| 6767 SOUTH SPRUCE ST | CENTENNIAL | CO | 80112 | NONE | THERAPEUTIC PROGRAMMING | $5,000 | |
| ROSIES PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE FOR HOMELESS WOMEN | $5,000 | |
| MSPCA ANGELL MEMORIAL | |||||||
| 360 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | VETERINARY SERVICES | $3,000 | |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | NONE | ASSISTANCE FOR HOMELESS ANIMALS | $3,000 | |
| VINEYARD HOUSE INC | |||||||
| 5 CHURCH ST | VINEYARD HAVEN | MA | 02586 | NONE | REHABILITATION PROGRAMS | $5,000 | |
| MVY CENTER FOR LIVING | |||||||
| PO BOX 1729 | VINEYARD HAVEN | MA | 02568 | NONE | SENIOR ASSISTANCE | $5,000 | |
| FEATHERSTONE CTR | |||||||
| 30 FEATHERSTONE LANE | OAK BLUFFS | MA | 02557 | NONE | COMMUNITY PROGRAMS | $5,000 | |
| ANIMAL SHELTER OF MARTHAS VINEYARD | |||||||
| PO BOX 1829 | EDGARTOWN | MA | 02539 | NONE | VET SERVICES | $5,000 | |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE TO HOMELESS PERSONS | $5,000 | |
| PET ADOPTION AND WELFARE SERVICES | |||||||
| PO BOX 1636 | EDGARTOWN | MA | 02539 | NONE | VETERINARY SERVICES | $5,000 | |
| HOSPICE OF MARTHAS VINEYARD | |||||||
| PO BOX 1748 | VINEYARD HAVEN | MA | 02568 | NONE | HOSPICE AND BEREAVEMENT SERVICES | $5,000 | |
| MVY REGIONAL HIGH SCHOOL | |||||||
| BOX 1385 | OAK BLUFFS | MA | 02557 | NONE | EDUCATION SERVICES | $5,000 | |
| FRIENDS OF MVY RADIO | |||||||
| PO BOX 1148 | VINEYARD HAVEN | MA | 02568 | NONE | COM MUNITY PROGRAMS | $5,000 | |
| YMCA OF MARTHAS VINEYARD | |||||||
| 111R EDGARTOWN | VINEYARD HAVEN | MA | 02568 | NONE | COMMUNITY PROGRAMS | $5,000 | VINEYARD HAVEN ROAD |
| FELIX NECK SANCTUARY | |||||||
| PO BOX 494 | VINEYARD HAVEN | MA | 02568 | NONE | WILDLIFE PROTECTION | $3,000 | |
| CHILDRENS HEALTH FD | |||||||
| 215 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | HEALTH CARE FOR CHILDREN | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $407,824 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $407,824 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $521,371 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE KATHRYN GOODMAN1999 REVOCABLE T | |||||||
| 1 | 4750 SOUTH RAEBURN DR | CINCINNATI | OH | 45223 | $200,000 | Yes (X) | |
| THE KATHRYN GOODMAN1999 REVOCABLE T | |||||||
| 2 | 4750 SOUTH RAEBURN DR | CINCINNATI | OH | 45223 | $4,490,573 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS CORPORATE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $4,490,573 | FairMarketValueAmt |
| Received | 2017-05-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADLER BLANCHARD | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,000 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 492 SH AT&T | $17,660 | $19,129 |
| 162 SH BOEING COMPANY | ||
| 365 SH CONSOLIDATED EDISON INC | ||
| 405 SH EMERSON ENERGY | ||
| 415 SH EVERSOURCE | ||
| 281 SH GLAXOSMITHKLINE PLC | $14,420 | $9,967 |
| 149 SH IBM | $22,481 | $22,860 |
| 696 SH PFIZER | $22,541 | $25,209 |
| 548 SH PUBSVC ENTERPRISE GRP | $22,587 | $28,222 |
| 359 SH ROYAL BANK CANADA | $22,490 | $29,312 |
| 601 SH SANOFI ADR | ||
| 330 SH TARGET | ||
| 356 SH VERIZON COMMUNICATIONS | $18,236 | $18,843 |
| 136 SH CHEVRON | $17,458 | $17,026 |
| 388 SH WEC ENERGY GROUP NC | ||
| 1760 SH ANHEUSER-BUSCH | $209,944 | $196,346 |
| 5178 SH AT&T | $186,637 | $201,321 |
| 2312 SH AUTOMATIC DATA PROC | $167,625 | $270,943 |
| 2080 SH CHEVRON | $237,278 | $260,397 |
| 6600 SH CISCO SYSTEMS | $209,737 | $252,780 |
| 4580 SH COCA COLA | $210,168 | $210,130 |
| 2332 SH EXXON MOBIL | $223,388 | $195,048 |
| 8400 SH GENERAL ELECTRIC | $209,898 | $146,580 |
| 3900 SH GENERAL MILLS | $209,704 | $231,231 |
| 5039 SH GLAXOSMITHKLINE PLC | $251,589 | $178,732 |
| 1360 SH IBM | $220,023 | $208,651 |
| 1734 SH JOHNSON AND JOHNSON | $171,312 | $242,274 |
| 3590 SH KELLOGG CO | $230,488 | $244,048 |
| 2025 SH KIMBERLY CLARK | $230,750 | $244,337 |
| 3749 SH MICROSOFT | $144,055 | $320,689 |
| 3690 SH PAYCHEX | $209,834 | $251,215 |
| 6000 SH PFIZER | $220,165 | $217,320 |
| 1950 SH PHILIP MORRIS | $159,588 | $206,018 |
| 4850 SH PUB SVC ENTERPRISE FRP | $219,947 | $249,775 |
| 1005 SH PUBLIC STORAGE | $209,992 | $210,045 |
| 3670 SH QUALCOMM INC | $220,457 | $234,953 |
| 3550 SH ROYAL BANK CANADA | $220,112 | $289,858 |
| 5160 SH SANOFI ADR | $230,671 | $221,880 |
| 3924 SH VERIZON COM | $196,787 | $207,698 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $325 | $325 | $325 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $29,078 | Amt |
| Net Investment Income | $29,078 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,078 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN DIVIDEND TAX | $3,105 | $3,105 | $3,105 |
| MASSACHUSETTS EXCISE TAX | $35 | $35 | $35 |