BRESLOW FAM FOUNDATION TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRESLOW FAM FOUNDATION TR (EIN 04-6904109)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349103993
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T15:43:02-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464122151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOFER DILLBERG & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N MAIN STREET THIRD FLOOR | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | 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 | 046904109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRESLOW FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRES | BusinessNameControlTxt |
| Phone | 5084777654 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 MAIN STREET | AddressLine1Txt |
| City | OSTERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02655 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD L BRESLOW | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5084777654 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD TULL | PreparerPersonNm |
| PTIN | P01345032 | PTIN |
| Phone | 5085458405 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.44.61.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 15:41:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14408212A635E8F42A904D17529EDD5146E6480F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2BE301797771FA56319AFE83B3D82A6B47BB15DE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,483,637 | 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 |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,061 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $331,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,061 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $184,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,589 | 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 |
| Other Prof Fees Rev And Expnss | $11,948 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,948 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $220 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,168 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,168 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,421 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,475 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $901,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,013,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,479,162 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $908,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,018,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,483,637 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $908,499 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,018,280 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $908,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,018,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $908,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,018,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $908,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,781 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,018,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,018,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TD AMERITRADE | P | 2017-12-31 | $17,984 | $17,421 | $563 | $563 |
| TD AMERITRADE | P | 2017-12-31 | $233,869 | $147,663 | $86,206 | $86,206 |
| CAPITAL GAINS DIVIDENDS | P | $79,292 | $79,292 | $79,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,061 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,467 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,251,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052312 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,130 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,340,859 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047828 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,535 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,345,785 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044981 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,232,449 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044221 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,104,916 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049325 | DistributionYr5Rt |
| Total Distribution | 0.238667 | TotalDistributionRt |
| Average Distribution | 0.047733 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,408,828 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,248 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,724 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $68,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,035 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,448 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,448 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $3,466 | TaxDueAmt |
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 |
| Individual With Books | EDWARD L BRESLOW | IndividualWithBooksNm |
| Phone | 5084777654 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 MAIN STREET | AddressLine1Txt |
| City | OSTERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02655 | 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD BRESLOW | ||||||||
| 461 MAIN STREET | OSTERVILLE | MA | 02655 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET A BRESLOW | ||||||||
| 461 MAIN STREET | OSTERVILLE | MA | 02655 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN M BRESLOW | ||||||||
| 461 MAIN STREET | OSTERVILLE | MA | 02655 | 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 | $1,426,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,430,282 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,430,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,408,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,441 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,441 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,448 | TotalTaxAmt |
| Distributable Before Adj | $66,993 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,993 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,993 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,993 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,673 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,673 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $362 | 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 | $66,631 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OUR LADY OF VICTORY CHURCH | |||||||
| 230 S MAIN STREET | CENTERVILLE | MA | 02632 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| COMMUNITY HEALTH CENTER OF CAPE COD | |||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 02649 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 |
| BOYS AND GIRLS CLUB OF CAPE COAD INC | |||||||
| PO BOX 895 | MASHPEE | MA | 02649 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| CAPE COD TIMES NEEDY FUND | |||||||
| PO BOX 804 | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 714A MAIN STREET | YARMOUTH | MA | 02675 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ALLIANCE TO PROTECT NANTUCKET SOUND | |||||||
| 4 BARNSTABLE ROAD | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| THE JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| MEN'S CLUB EDUCATION FUND | |||||||
| PO BOX 240 | MASHPEE | MA | 02649 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| HOMES FOR OUR TROOPS | |||||||
| 37 MAIN STREET | TAUNTON | MA | 02780 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| OSTERVILLE HISTORICAL MUSEUM | |||||||
| 155 WEST BAY ROAD | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| OSTERVILLE FREE LIBRARY | |||||||
| 43 WIANNO AVENUE | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 14 MITCHELL BOULEVARD | SAN RAFAEL | CA | 94903 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| 32 MAIN STREET | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| CHILDREN'S ALOPECIA PROJECT | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| COMM FIREFIGHTER'S ASSOCIATION | |||||||
| 1875 FALMOUTH ROAD | CENTERVILLE | MA | 02632 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| COTUIT CENTER FOR THE ARTS | |||||||
| 4404 FALMOUTH ROAD | COTUIT | MA | 02635 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| GLENNA KOHL FUND FOR HOPE | |||||||
| PO BOX 171 | MARSTONS MILLS | MA | 02648 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,061 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,589 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,589 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $1,013,805 | EOYBookValueAmt |
| EOYFMV | $1,479,162 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS FORM PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WESTON FINANCIAL | CategoryTxt |
| Amt | $11,948 | Amt |
| Net Investment Income | $11,948 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $220 | $220 | $0 |
| FEDERAL FORM 990-PF EXCISE TAX | $605 | $0 | $0 |