LISSY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LISSY FAMILY FOUNDATION (EIN 46-5181325)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-08
- IRS object ID
- 201722519349100507
- Schema version
- 2016v3.0
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-08T11:04:58-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061325235 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dylewsky Goldberg & Brenner LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Oak Street | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465181325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lissy Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISS | BusinessNameControlTxt |
| Phone | 6175778020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 Birds Hill Avenue | AddressLine1Txt |
| City | Needham | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024924259 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David LIssy | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6175778020 | PhoneNum |
| Signature | 2017-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lawrence Goldberg | PreparerPersonNm |
| PTIN | P01246920 | PTIN |
| Phone | 2039758830 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.56.36.92 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-08 | IPDt |
| IP Tm | 12:04:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5CB36B2E172877674B7228027E9027F7F31B533A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 241129EFADF196238CF043DF37955289E40E7450 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $1,241,139 | 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 | $345,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,657 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $560,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $997,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $560,620 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $923,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $577,282 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,790 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,790 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $925 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $730,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $568,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $258,083 | CashBOYAmt |
| Cash EOY | $13,012 | CashEOYAmt |
| Cash EOYFMV | $13,012 | CashEOYFMVAmt |
| Corporate Stock BOY | $673,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $980,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $992,933 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $41,185 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $90,983 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $89,841 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $79,893 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,415 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,353 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,052,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,212,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,241,139 | 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 | $1,052,361 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,212,242 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,052,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,052,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,212,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,052,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $730,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,782,378 | SubtotalAmt |
| Other Decreases | $570,136 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital gain distribution | P | $598 | $598 | $598 | |||
| Bright horizon | P | $649,977 | $547,677 | $547,677 | 2015-12-28 | 2016-03-07 | $102,300 |
| DFA International core equity | P | $4,464 | $155 | $155 | 2016-01-01 | 2016-05-16 | $4,309 |
| DFA US Core Equity I | P | $8,987 | $346 | $346 | 2016-01-01 | 2016-05-16 | $8,641 |
| Vanguard Index FDS | P | $3,875 | $57 | $57 | 2016-01-01 | 2016-05-18 | $3,818 |
| Vanguard Intl equity index fds ftse | P | $1,246 | -$31 | -$31 | 2016-01-01 | 2016-05-18 | $1,277 |
| DFA International core equity | P | $15,974 | $285 | $285 | 2015-04-30 | 2016-05-16 | $15,689 |
| Ishares 1-3 year treasury bond | P | $10,793 | $15 | $15 | 2015-04-30 | 2016-05-18 | $10,778 |
| SPDR SER TR Barclays inter | P | $10,150 | -$48 | -$48 | 2015-04-30 | 2016-05-18 | $10,198 |
| Vanguard Scottsdale FDS Vanguard | P | $6,328 | -$8 | -$8 | 2015-04-30 | 2016-05-18 | $6,336 |
| DFA Investment Grade Portfolio Instl | P | $9,659 | $231 | $231 | 2015-04-30 | 2016-06-20 | $9,428 |
| DFA International core equity | P | $16,158 | $707 | $707 | 2016-01-01 | 2016-07-21 | $15,451 |
| DFA Investment grade portfolio | P | $119,494 | $3,136 | $3,136 | 2016-01-01 | 2016-07-21 | $116,358 |
| DFA US Core Equity I | P | $32,764 | $3,216 | $3,216 | 2016-01-01 | 2016-07-21 | $29,548 |
| Vanguard Index FDS Vanguard total stk | P | $15,890 | $1,135 | $1,135 | 2016-01-01 | 2016-07-25 | $14,755 |
| Vanguard Intl equity index fds ftse | P | $8,252 | $690 | $690 | 2016-01-01 | 2016-07-25 | $7,562 |
| DFA Investment grade portfolio | P | $7,397 | $197 | $197 | 2015-04-30 | 2016-08-31 | $7,200 |
| DFA International core equity | P | $5,629 | $371 | $371 | 2016-01-01 | 2016-08-31 | $5,258 |
| DFA US Core Equity I | P | $9,309 | $961 | $961 | 2016-01-01 | 2016-08-31 | $8,348 |
| Ishares 1-3 year treasury bond | P | $19,213 | -$18 | -$18 | 2016-01-01 | 2016-08-31 | $19,231 |
| Ishares TR MSCI ACWI ETF | P | $1,872 | $18 | $18 | 2016-01-01 | 2016-08-31 | $1,854 |
| SPDR SER TR Barclays inter | P | $12,490 | $13 | $13 | 2016-01-01 | 2016-08-31 | $12,477 |
| SPDR SER TR S&P Divid etf | P | $1,703 | -$18 | -$18 | 2016-01-01 | 2016-08-31 | $1,721 |
| Vanguard Intl equity index fds ftse | P | $2,381 | $230 | $230 | 2016-01-01 | 2016-08-31 | $2,151 |
| Vanguard Scottsdale FDS Vanguard | P | $10,166 | $13 | $13 | 2016-01-01 | 2016-08-31 | $10,153 |
| Vanguard Index fds vanguard total stk | P | $3,896 | $285 | $285 | 2016-01-01 | 2016-08-31 | $3,611 |
| wisdomtree tr emerging mkts | P | $2,107 | $35 | $35 | 2016-01-01 | 2016-08-31 | $2,072 |
| DFA International core equity | P | $4,975 | $372 | $372 | 2016-01-01 | 2016-09-30 | $4,603 |
| Ishares 1-3 year treasury bond | P | $1,957 | $0 | $0 | 2016-01-01 | 2016-09-29 | $1,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $560,620 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $354,184 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $554,093 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.639214 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $214,511 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $239,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.896958 | DistributionYr2Rt |
| Total Distribution | 1.536172 | TotalDistributionRt |
| Average Distribution | 0.768086 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $975,642 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $749,377 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,688 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $755,065 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $184,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $13,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,784 | OverpaymentAmt |
| Applied To ES Tax | $5,784 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175778020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 Birds Hill Avenue | AddressLine1Txt |
| City | Needham | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024924259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| David H Lissy | ||||||||
| 63 Birds Hill Avenue | Needham | MA | 02492 | Trustee | 5.00 | $0 | $0 | $0 |
| Suzanne Lissy | ||||||||
| 63 Birds Hill Avenue | Needham | MA | 02492 | Trustee | 5.00 | $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 | $965,553 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $990,500 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $990,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,858 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $975,642 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,376 | TotalTaxAmt |
| Distributable Before Adj | $37,406 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,406 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,406 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $184,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $184,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $203,987 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $330,603 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $534,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,406 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $147,144 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $681,734 | 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 | $681,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $203,987 | ExcessFromYear2Amt |
| Excess From Year1 | $330,603 | ExcessFromYear1Amt |
| Excess From Current Year | $147,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| Alzheimers Association | |||||||||
| 480 Pleasant Street | Watertown | MA | 02472 | 501(c)(3) | For operating support | $500 | |||
| American Cancer Society | |||||||||
| PO Box 22478 | Oklahoma City | OK | 73123 | 501(c)(3) | For operating support | $100 | |||
| American Foundation for Suicide Prevention | |||||||||
| 440 First Street NW Suite 300 | Washington | DC | 20001 | 501(c)(3) | For operating support | $100 | |||
| Beth Israel Deaconess Hospital | |||||||||
| 330 Brookline Avenue | Boston | MA | 02215 | 501(c)(3) | For operating support | $3,900 | |||
| Beyond the 11th | |||||||||
| PO Box 457 | Needham | MA | 02494 | 501(c)(3) | For operating support | $100 | |||
| BID Foundation | |||||||||
| 501(c)(3) | For operating support | $550 | De Ruyterkade 107 1011 AB | Amsterdam | NL | ||||
| Birthday Wishes | |||||||||
| 11 Homer Street | Newton Centre | MA | 02459 | 501(c)(3) | For operating support | $150 | |||
| Bladder Cancer Advocacy Network | |||||||||
| 4915 St Elmo Avenue Suite 202 | Bethesda | MD | 20814 | 501(c)(3) | For operating support | $200 | |||
| Boston Marathon Jimmy Fund | |||||||||
| PO Box 3595 | Boston | MA | 02241 | 501(c)(3) | For operating support | $200 | |||
| Bright Horizons Foundation for Children | |||||||||
| 105 Westwood Place 125 | Brentwood | TN | 37027 | 501(c)(3) | For operating support | $10,500 | |||
| Broadmeadow PTC | |||||||||
| 120 Broad Meadow Road | Needham | MA | 02492 | 501(c)(3) | For operating support | $450 | |||
| Care Dimensions | |||||||||
| 75 Sylvan Street Ste B-102 | Danvers | MA | 01923 | 501(c)(3) | For operating support | $100 | |||
| Circle of Hope | |||||||||
| PO Box 920724 | Needham | MA | 02492 | 501(c)(3) | For operating support | $450 | |||
| Cotuit Athletic Association | |||||||||
| 10 Lowell Avenue | Cotuit | MA | 02635 | 501(c)(3) | For operating support | $100 | |||
| Cupid Charities | |||||||||
| 120 Wall Street 16th Floor | New York | NY | 10005 | 501(c)(3) | For operating support | $100 | |||
| Dana Farber | |||||||||
| 450 Brookline Avenue | Boston | MA | 02215 | 501(c)(3) | For operating support | $100 | |||
| Future Harvest Casa | |||||||||
| 1114 Shawan Rd Suite 1 | Cockeysville | MD | 21030 | 501(c)(3) | For operating support | $50 | |||
| Global Giving | |||||||||
| 1110 Vermont Avenue NW Suite 550 | Washington | DC | 20005 | 501(c)(3) | For operating support | $500 | |||
| Heroes in Transition | |||||||||
| 28 Great River Road | Mashpee | MA | 02649 | 501(c)(4) | For operating support | $100 | |||
| Hope Dementia & Ally Service | |||||||||
| 765 Attucks Lane | Hyannis | MA | 02601 | 501(c)(3) | For operating support | $50 | |||
| Jumpstart | |||||||||
| 308 Congress Street 6th Fl | Boston | MA | 02210 | 501(c)(3) | For operating support | $75,000 | |||
| Lovelane | |||||||||
| 40 Baker Bridge Rd | Lincoln | MA | 01773 | 501(c)(3) | For operating support | $100 | |||
| MEDA | |||||||||
| 250 Second Avenue South Suite 106 | Minneapolis | MN | 55401 | 501(c)(3) | For operating support | $200 | |||
| Mass General Hospital | |||||||||
| 55 Fruit Street | Boston | MA | 02114 | 501(c)(3) | For operating support | $200 | |||
| National Brain Tumor Society | |||||||||
| 55 Chapel Street Suite 200 | Newton | MA | 02458 | 501(c)(3) | For operating support | $1,150 | |||
| Needham Community Council | |||||||||
| 570 Hillside Avenue | Needham | MA | 02492 | 501(c)(3) | For operating support | $300 | |||
| Needham Community Foundation | |||||||||
| 570 Hillside Avenue | Needham | MA | 02492 | 501(c)(3) | For operating support | $100 | |||
| Needham Education Foundation | |||||||||
| 1330 Highland Ave | Needham | MA | 02492 | 501(c)(3) | For operating support | $1,000 | |||
| NHS Boosters | |||||||||
| 609 Webster Street | Needham | MA | 02492 | 501(c)(3) | For operating support | $60 | |||
| Pan Mass Challenge | |||||||||
| 77 Fourth Avenue | Needham | MA | 02494 | 501(c)(3) | For operating support | $500 | |||
| Project Bread | |||||||||
| 145 Border Street | Boston | MA | 02128 | 501(c)(3) | For operating support | $100 | |||
| Read To A Child | |||||||||
| 20 William Street G25 | Wellesley | MA | 02481 | 501(c)(3) | For operating support | $150 | |||
| Ride JBBBS | |||||||||
| 333 Nahanton Street | Newton | MA | 02459 | 501(c)(3) | For operating support | $2,000 | |||
| Riverside Community Care | |||||||||
| 270 Bridge Street | Dedham | MA | 02026 | 501(c)(3) | For operating support | $500 | |||
| Share Africa | |||||||||
| PO Box 263 | Nyack | NY | 10960 | 501(c)(3) | For operating support | $5,000 | |||
| Shriners Childrens Hospital | |||||||||
| 51 Blossom Street | Boston | MA | 02114 | 501(c)(3) | For operating support | $100 | |||
| Special Olympics | |||||||||
| 1133 Nineteenth Street NW 12th Fl | Washington | DC | 20036 | 501(c)(3) | For operating support | $1,000 | |||
| Temple Beth Shalom | |||||||||
| 670 Highland Ave | Needham | MA | 02492 | 501(c)(3) | For operating support | $61,400 | |||
| The Bina Farm | |||||||||
| 207 Union Street | Natick | MA | 01760 | 501(c)(3) | For operating support | $100 | |||
| Urban Improv | |||||||||
| 670 Centre Street | Jamaica Plain | MA | 02130 | 501(c)(3) | For operating support | $2,500 | |||
| Urban Promise | |||||||||
| PO Box 1479 | Camden | NJ | 08105 | 501(c)(3) | For operating support | $250 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,010 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,657 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $560,620 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $577,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $577,282 | 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 | Mr and Mrs David Lissy | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 Birds Hill Avenue | AddressLine1Txt |
| City | Needham | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $345,750 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITY - BRIGHT HORIZONS FAM SOLUTIONS INC COM | NoncashPropertyDesc |
| Fair Market Value | $345,750 | FairMarketValueAmt |
| Received | 2016-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Dylewsky, Goldberg & Brenner | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Great Point Wealth Advisors, LLC | BondNm |
| EOY Book Value | $90,983 | EOYBookValueAmt |
| EOYFMV | $89,841 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Great Point Wealth Advisors, LLC | StockNm |
| EOY Book Value | $980,832 | EOYBookValueAmt |
| EOYFMV | $992,933 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Great Point Wealth Advisors, LLC-Mutual Funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $127,415 | BookValueAmt |
| EOYFMV | $145,353 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Difference between cost and FMV of property transferred | Desc |
| Amt | $570,136 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Margin interest expense | $163 | $163 | $0 |
| Transaction costs | $762 | $762 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Great Point Wealth Advisors, llc | CategoryTxt |
| Amt | $13,580 | Amt |
| Net Investment Income | $6,790 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,790 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| United States Treasury | $6,750 | $0 | $6,750 |
| Commonwealth of MA | $250 | $0 | $250 |