ALTAMIRA FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALTAMIRA FOUNDATION (EIN 20-7190733)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201841359349100414
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T07:56:15-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 207190733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALTAMIRA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KENNETH L ABRAMS ET AL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTA | BusinessNameControlTxt |
| Phone | 7813295186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH ABRAMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7813295186 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK CONSTANCE CPA | PreparerPersonNm |
| PTIN | P00580804 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 142.147.8.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-09 | IPDt |
| IP Tm | 16:09:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34679CA11CF4D2966400254EBCE2812DBA63455B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E03B8B0449D9CDEBF6D6FD6CE5DF8E0B3C58739B | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,034,947 | 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 | $1,730,320 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $524 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $524 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $243,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,316,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,467,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,316,053 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,289,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,559,582 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,325 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,700 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,834 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $385,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $385,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $424,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,865,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,548,882 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $901,540 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,097,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,097,876 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,061,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,592,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,638,791 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,515,688 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,228,523 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,219,702 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,808,052 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,078,578 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,479,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,726,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,034,947 | 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 | $7,479,217 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,726,615 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,479,217 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,726,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,479,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,726,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,479,217 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,865,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,344,737 | SubtotalAmt |
| Other Decreases | $1,618,122 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,726,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 105 PUT SPDR RGNL BANKING | P | 2017-07-17 | 2017-07-17 | $27,470 | $14,145 | $13,325 | $13,325 |
| 155 PUT VNGRD TTL WRLD STK | P | 2017-02-17 | 2017-02-17 | $33,196 | $7,404 | $25,792 | $25,792 |
| 4,210.62 SHS. VANGUARD S&P 500 ETF | P | 2017-12-18 | $1,042,732 | $901,312 | $141,420 | $141,420 | |
| 18,625 SHS. DOUBLELINE LOW DURATION BD I | P | 2016-08-23 | 2017-12-18 | $186,976 | $187,934 | -$958 | -$958 |
| 24,200 SHS. INCYTE CORPORATION | D | 2007-11-19 | 2017-04-28 | $2,942,452 | $194,084 | $2,748,368 | $2,748,368 |
| 89.897 SHS. VANGUARD 500 INDEX-INV | P | 2017-02-14 | $19,437 | $17,789 | $1,648 | $1,648 | |
| 60.033 SHS. VANGUARD 500 INDEX FUND | P | 2017-12-18 | $14,467 | $13,468 | $999 | $999 | |
| 3.446 SHS. JPMORGAN MANAGED INCOME | P | 2017-12-20 | $35 | $35 | $0 | $0 | |
| 1,873.361 SHS. VANGUARD EUR STK INDX-INV | P | 2015-04-16 | 2017-02-14 | $50,000 | $56,688 | -$6,688 | -$6,688 |
| 714.082 SHS. VANGUARD EUROPEAN STOCK INDEX FUND | P | 2015-04-16 | 2017-05-30 | $50,000 | $50,331 | -$331 | -$331 |
| 48.857 SHS. VANGUARD 500 INDEX FD-INV | P | 2017-02-14 | $10,563 | $9,423 | $1,140 | $1,140 | |
| 4,390.351 SHS. VANGUARD 500 INDEX FUND | P | 2017-12-18 | $1,089,737 | $698,399 | $391,338 | $391,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,316,053 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $831,335 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,806,472 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.122139 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $554,871 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,212,662 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089313 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $405,349 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,602,938 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088063 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $356,761 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,163,726 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112766 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $175,595 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,380,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073765 | DistributionYr5Rt |
| Total Distribution | 0.486046 | TotalDistributionRt |
| Average Distribution | 0.097209 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,755,177 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,045,500 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,489 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,080,989 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $389,359 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,978 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,978 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $54,978 | 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 | KENNETH L ABRAMS | IndividualWithBooksNm |
| Phone | 7813295186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH L ABRAMS | ||||||||
| 401 SUMMER STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN N ABRAMS | ||||||||
| 401 SUMMER STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JESSICA A MURRAY | ||||||||
| 818 NORTH QUINCY ST 1207 | ARLINGTON | VA | 22203 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $10,024,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $894,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,918,961 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,918,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,755,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $537,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $537,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,978 | TotalTaxAmt |
| Distributable Before Adj | $466,781 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $466,781 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $466,781 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,359 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $389,359 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $389,359 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $466,781 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $223,317 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $187,861 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $282,786 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $517,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,269,279 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,359 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $389,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $77,422 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $77,422 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,191,857 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,191,857 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $203,949 | ExcessFromYear4Amt |
| Excess From Year3 | $187,861 | ExcessFromYear3Amt |
| Excess From Year2 | $282,786 | ExcessFromYear2Amt |
| Excess From Year1 | $517,261 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH L ABRAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS FAMILY CHARITABLE | |||||||
| 121 MAIN ST | BUZZARDS BAY | MA | 02532 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 220 N MAIN ST 104 | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| FOUNDATION FOR METRO WEST | |||||||
| 3 ELIOT ST | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| FRIENDS OF WESTWOOD LIBRARY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| HOPE FOR HENRY FOUNDATION | |||||||
| 2440 WISCONSIN AVENUE | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | CHARITABLE | $60,000 |
| JIMMY FUND | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITABLE | $16,000 |
| MFA BOSTON | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITABLE | $275 |
| ROBYN ELISE ABRAMS MEMORIAL SCHOLARSHIP (WESTWOOD) | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 |
| SMART FROM THE START | |||||||
| 68 ANNUNCIATION RD | ROXBURY | MA | 02120 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CHARITABLE | $750 |
| WESTWOOD AID | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD BOOSTERS | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD COMMUNITY CHEST | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD FIREFIGHTERS | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| WESTWOOD HISTORICAL SOCIETY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| WESTWOOD LAND TRUST | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WGBH | |||||||
| PO BOX 55875 | BOSTON | MA | 02205 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WVIK (AUGUSTANA PUBLIC RADIO) | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| CENTRAL HIGH SCHOOL | |||||||
| 2707 CONGER AVE NW | OLYMPIA | WA | 98850 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| JULIET GRACE SMITH FOUNDATION | |||||||
| PO BOX 7407 | ARLINGTON | VA | 22207 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL | |||||||
| 3800 RESERVOIR ROAD NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | CHARITABLE | $12,000 |
| MASS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WELLINGTON FOUNDATION | |||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $385,525 | 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 | $524 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,316,053 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,559,582 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,559,582 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH L ABRAMS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,730,320 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,200 SHARES INCYTE CORPORATION | $490,770 | 2017-01-11 |
| 1 | 10,000 SHARES INCYTE CORPORATION | $1,239,550 | 2017-04-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DOUBLELINE LOW DURATION | BondNm |
| EOY Book Value | $2,228,523 | EOYBookValueAmt |
| EOYFMV | $2,219,702 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DEVELOPED MARKETS | $459,542 | $684,880 |
| VANGUARD EMERGING MARKETS | $1,846,103 | $2,254,866 |
| VANGUARD EUR STOCK INDEX | $1,371,512 | $1,574,908 |
| VANGUARD PAC STOCK INDEX | $915,007 | $1,124,137 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD MID CAP ETF | AT COST | $1,069,399 | $1,210,304 |
| VANGUARD SMALL CAP ETF | AT COST | $487,856 | $548,227 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | AT COST | $305,297 | $340,936 |
| DFA EMERGING MARKETS | AT COST | $945,500 | $979,111 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV/TAX BASIS ADJUSTMENT | Desc |
| Amt | $1,618,122 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECK FEES | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $10,700 | $10,700 | $0 | $0 |
| FEDERAL EXCISE TAX | $24,323 | $0 | $0 | $0 |
| MA FILING FEE | $500 | $0 | $0 | $500 |