REMONDI FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- REMONDI FAMILY FOUNDATION (EIN 20-8037556)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349104277
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T16:22:03-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 208037556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Remondi Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % John J Remondi | InCareOfNm |
| Business Name Control | REMO | BusinessNameControlTxt |
| Phone | 6175636749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | John J Remondi 300 Boylston St | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163956 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN REMONDI | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 6175428663 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520173195000045 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6B1EFC400AF5C33D9B3602785388C863E4E2E7C3 | 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 | $23,901,888 | 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 | $4,732,639 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,117,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,585 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $431,484 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $427,984 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,448,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $741,375 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $26,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,786 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,443 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $53,492 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $52,900 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,558,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,558,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,666,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,611,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,782,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $714,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $377,216 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $239,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $239,597 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $5,700,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $5,700,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,700,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,700,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $12,066,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,026,638 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,962,291 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $40,085 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $18,183,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,966,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,901,888 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $18,183,735 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,966,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,183,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,966,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,183,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,966,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,183,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,782,500 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,966,235 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,966,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $5,117,804 | $5,023,398 | $94,406 | $94,406 |
| Sec 751 Gain on Sale of Ptshp Reclass | -$2,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,585 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,581,577 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,285,132 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.133864 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $593,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,787,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $955,246 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,773,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064658 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $409,162 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,819,406 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037817 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $189,302 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,913,035 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023923 | DistributionYr5Rt |
| Total Distribution | 0.295633 | TotalDistributionRt |
| Average Distribution | 0.059127 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,477,728 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,210,787 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,146 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,217,933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,611,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,146 | SubtotalAmt |
| Tax Based On Investment Income | $7,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,805 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $33,805 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $26,659 | OverpaymentAmt |
| Applied To ES Tax | $7,300 | AppliedToESTaxAmt |
| Refund | $19,359 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John J Remondi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175428663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Boylston Street Unit 507 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163956 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Diane Defalco | ||||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
| Christopher C Remondi | ||||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
| Dorothy A Remondi | ||||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
| John J Remondi | ||||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Pres / Trustee | 1.0 | $0 | $0 | $0 |
| John F Remondi | ||||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
| Stephen A Remondi | ||||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3RD FL | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $52,400 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,406,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $683,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,700,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,789,572 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,789,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $311,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,477,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,023,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,023,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,146 | TotalTaxAmt |
| Distributable Before Adj | $1,016,740 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,016,740 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,016,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,611,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,611,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,146 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,604,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,016,740 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $1,189,058 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,189,058 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,611,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,016,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,594,760 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,783,818 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,783,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,189,058 | ExcessFromYear1Amt |
| Excess From Current Year | $1,594,760 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dorothy A Remondi | ContributingManagerNm |
| Contributing Manager | John J Remondi | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT-A-STUDENT FOUNDATION | |||||||
| 200 SEAPORT BLVD MAILZONE ZIN | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,000 |
| ADOPT-A-STUDENT FOUNDATION | |||||||
| 200 SEAPORT BLVD MAILZONE ZIN | BOSTON | MA | 02110 | N/A | PC | Adopt-A-Student Endowment Fund | $2,000,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND ST STE 2200 | MIAMI | FL | 33131 | N/A | PC | team Tom Brady program | $1,500 |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC | |||||||
| 75 FEDERAL ST 5TH FL | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,500 |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC | |||||||
| 75 FEDERAL ST 5TH FL | BOSTON | MA | 02110 | N/A | PC | Casino Night Fund & annual fund | $3,500 |
| BOSTON MEDICAL CENTER CORPORATION | |||||||
| 85 E CONCORD ST | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $8,000 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 10 BROOKLINE PL W | BROOKLINE | MA | 02445 | N/A | PC | Jimmy Fund | $1,500 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 10 BROOKLINE PL W | BROOKLINE | MA | 02445 | N/A | PC | Jimmy Fund | $2,000 |
| HOMES FOR OUR TROOPS INC | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PC | General & Unrestricted | $1,500 |
| MARY C WHEELER SCHOOL INC | |||||||
| 216 HOPE ST | PROVIDENCE | RI | 02906 | N/A | PC | Breakthrough Providence Program | $5,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 100 CAMBRIDGE ST STE 1310 | BOSTON | MA | 02114 | N/A | PC | Innovation in Medicine fund | $250,000 |
| NATIONAL BRAIN TUMOR SOCIETY INC | |||||||
| 55 CHAPEL ST STE 200 | NEWTON | MA | 02458 | N/A | PC | General & Unrestricted | $5,000 |
| PARTNERS HEALTHCARE SYSTEM INC - THE BRIGHAM AND W | |||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | N/A | PC | Dr.Selkoe's Advanced Alzheimer's Instrumentation Lab and President's Fund | $255,000 |
| SAINT MICHAELS COLLEGE | |||||||
| ONE WINOOSKI PARK BOX 265 | COLCHESTER | VT | 05439 | N/A | PC | General & Unrestricted | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,500 |
| ST SEBASTIANS SCHOOL INC | |||||||
| 1191 GREENDALE AVE | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $3,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE ST | MEDFORD | MA | 02155 | N/A | PC | School of Engineering ELS Program | $10,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | General & Unrestricted | $5,500 |
| WEST TISBURY LIBRARY FOUNDATION INC | |||||||
| PO BOX 1238 | WEST TISBURY | MA | 02575 | N/A | PC | General & Unrestricted | $2,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,558,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $530 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $679 | 14 | $7 |
| Sec 751 Gain on Sale of Ptshp | 525990 | $2,821 | ||
| INTEREST INCOME FROM NOTES RECEIVABLE | 01 | $427,977 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,500 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $712,682 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $716,182 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Remondi John J | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Boylston Street Unit 507 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,732,639 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | FIDELITY 500 INDEX PREMIUM CLASS FUSVX, 7286.128 sh. | $578,300 | 2016-12-27 |
| 1 | MICROSOFT CORP MSFT, 5000 sh. | $318,200 | 2016-12-27 |
| 1 | ACLARIS THERAPEUTICS INC ACRS, 6588 sh. | $185,090 | 2016-12-23 |
| 1 | ALIBABA GROUP HOLDING LTD BABA, 20781 sh. | $1,811,064 | 2016-12-23 |
| 1 | NAVIENT CORPORATION NAVI, 14158 sh. | $243,659 | 2016-12-09 |
| 1 | EXA CORPORATION EXA, 12089 sh. | $196,325 | 2016-08-31 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (92 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABIOMED | $28,956 | $129,582 |
| ABRAXAS PETROLEUM CORPORATION | $18,542 | $19,275 |
| ACLARIS THERAPEUTICS INC | $185,090 | $178,798 |
| AGROFRESH SOLUTIONS INC | $144,955 | $92,750 |
| AIR CANADA VAR VTG SHS NPV | $18,587 | $65,400 |
| ALIBABA GROUP HOLDING LTD | $3,569,754 | $3,682,575 |
| ALLY FINANCIAL INC | $95,837 | $104,135 |
| AMAZON COM | $67,698 | $65,239 |
| AMDOCS LIMITED | $23,504 | $33,203 |
| ANALOG DEVICES INC | $23,854 | $58,096 |
| ANIKA THERAPEUTICS INC | $22,386 | $91,800 |
| APPLE INC | $43,400 | $81,074 |
| ARTISAN INTERNATIONAL VALUE FU | $253,000 | $272,319 |
| BANK OF AMERICA CORP | $61,259 | $99,450 |
| BBH CORE SELECT FUND CLASS N | $528,340 | $570,240 |
| BLUEPRINT MEDICINES CORPORATIO | $107,797 | $122,466 |
| BOSTON SCIENTIFIC | $19,167 | $59,483 |
| BROADRIDGE FINANCIAL | $21,321 | $62,985 |
| BWX TECHNOLOGIES INC | $18,197 | $28,187 |
| CARROLS RESTAURANT GROUP, INC | $34,198 | $99,125 |
| CASELLA WASTE SYSTEMS INC | $76,130 | $198,560 |
| CAUSEWAY INTERNATIONAL VALUE F | $291,286 | $317,056 |
| CINEMARK HOLDINGS INC | $24,388 | $35,291 |
| CLOROX CO | $10,523 | $20,403 |
| CONFORMIS INC | $86,662 | $44,955 |
| CVS CAREMARK CORP | $97,171 | $78,910 |
| DESTINATION XL GROUP INC. | $40,073 | $34,000 |
| DOVER CORP | $44,657 | $340,074 |
| EATON CORP PLC | $15,053 | $19,456 |
| EXA CORPORATION | $351,439 | $416,087 |
| EXPEDITORS INTL WASH INC | $21,469 | $27,539 |
| FACEBOOK INC | $51,223 | $77,659 |
| FIDELITY 500 INDEX PREMIUM CLA | $1,688,270 | $1,758,726 |
| FIDELITY ADVISOR NEW INSIGHTS | $59,437 | $98,888 |
| FIDELITY EMERGING MARKETS | $272,228 | $269,969 |
| FIDELITY INTL CAP APPRECIATION | $205,648 | $211,704 |
| FIDELITY NATIONAL FINANCIAL IN | $26,668 | $80,655 |
| FIDELITY OVERSEAS FUND | $32,338 | $34,043 |
| FIDELITY SELECT BIOTECHNOLOGY | $376,727 | $281,336 |
| FIDELITY STOCK SELECTOR ALL CA | $532,355 | $681,378 |
| FINANCIAL SELECT SECTOR SPDR F | $184,052 | $235,244 |
| FIRST AMERICAN CORP | $28,687 | $43,956 |
| FIRST REPUBLIC BANK | $68,457 | $92,989 |
| FIVE STAR QUALITY CARE INC | $12,848 | $8,483 |
| FNF GROUP | $3,437 | $10,837 |
| FRANKLIN INTERNATIONAL SMALLER | $15,357 | $15,413 |
| GOODYEAR TIRE & RUBBER COMPANY | $102,563 | $123,480 |
| HAEMONETICS CP | $13,187 | $413,377 |
| HARBOR FDS INTL FD | $265,393 | $276,370 |
| HARTFORD FINANCIALSERVICES GRO | $23,373 | $31,926 |
| HASBRO INC | $22,900 | $50,564 |
| HEALTHSOUTH CP | $38,400 | $82,480 |
| HUNTINGTON BANCSHARES INC | $33,224 | $118,980 |
| ISHARES S&P SMALLCAP 600 GROWT | $48,010 | $54,000 |
| ISHARES S&P SMALLCAP 600 VALUE | $69,208 | $89,326 |
| J. ALEXANDER'S HOLDINGS, INC | $495 | $1,462 |
| JOHNSON & JOHNSON | $53,680 | $95,048 |
| KEYCORP | $33,042 | $97,745 |
| KONA GRILL INC | $131,230 | $125,500 |
| LEIDOS HOLDINGS INC | $13,082 | $19,178 |
| LIBERTY BROADBAND CORPORATION | $6,867 | $11,333 |
| MCKESSON CORP | $17,561 | $39,326 |
| MICROSOFT CORP | $318,200 | $310,700 |
| MSIF FRONTIER EMERGING MKTS PO | $49,288 | $49,500 |
| NAVIENT CORPORATION | $579,510 | $608,523 |
| NEWELL RUBBERMAID INC | $85,669 | $82,603 |
| NISOURCE INC | $5,224 | $17,269 |
| OLD REP INTL CORP | $22,772 | $38,000 |
| OMNICOM GROUP | $20,165 | $42,555 |
| OPPENHEIMER DEVELOPING MARKETS | $252,619 | $282,575 |
| QUEST DIAGNOSTICS | $20,097 | $34,003 |
| REGAL ENTERTAINMENT | $21,977 | $30,900 |
| REGIONS FINANCIAL CORP | $44,428 | $114,880 |
| RIVERNORTH CORE OPPY FD | $216,007 | $220,194 |
| ROCKWELL COLLINS INC | $26,207 | $37,104 |
| RPM INTERNATIONAL INC | $15,837 | $46,294 |
| SCHLUMBERGER LTD | $110,500 | $104,938 |
| SLM CORP | $40,709 | $98,824 |
| SONOCO PRODUCTS COMPANY | $16,203 | $30,039 |
| ST. JUDE MED INC | $17,968 | $36,887 |
| SUN COMMUNITIES INC | $16,683 | $70,481 |
| SYNERGY RESOURCES CORP | $111,537 | $133,650 |
| SYSCO CORP | $24,436 | $44,296 |
| T ROWE PRICE INTERNATIONAL FUN | $242,065 | $254,839 |
| T ROWE PRICE OVERSEAS | $270,592 | $291,901 |
| T. ROWE PRICE INTERNATIONAL DI | $64,100 | $62,048 |
| TUESDAY MORNING CORP | $84,318 | $67,905 |
| VANGUARD GROWTH ETF | $649,978 | $723,059 |
| VANGUARD VALUE ETF | $755,664 | $903,592 |
| WF SPECIAL MID CAP VALUE FUND | $54,905 | $59,587 |
| XPO LOGISTICS INC | $99,019 | $154,297 |
| ZIMMER BIOMET HOLDINGS | $15,321 | $30,960 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $52,400 | $52,400 |
| K-1 Exp LINN ENERGY, LLC | $592 | |
| State or Local Filing Fees | $500 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss LINN ENERGY, LLC | $686 | $7 |
| Interest Income from Notes Receivable | $427,977 | $427,977 |
| Sec 751 Gain on Sale LINN ENERGY, LLC | $2,821 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (4 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt |
|---|---|---|---|---|
| FMR LLC | ||||
| $100,000 | $100,000 | 2011-02 | 2035-12 | 10. |
| FMR LLC | ||||
| $100,000 | $100,000 | 2012-02 | 2036-12 | 10. |
| FMR LLC | ||||
| $900,000 | $900,000 | 2008-04 | 2032-12 | 10. |
| FMR LLC | ||||
| $4,600,000 | $4,600,000 | 2006-12 | 2036-12 | 7. |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $26,786 | Amt |
| Net Investment Income | $26,786 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $7,200 |
| 990-PF Extension for 2015 | $20,243 |