LISSY FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LISSY FAMILY FOUNDATION (EIN 46-5181325)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-14
- IRS object ID
- 201612589349100311
- Schema version
- 2015v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-14T13:08:27-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-09-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,044,615 | 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 | $673,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,671 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,671 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $724,139 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,532 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $881,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,218 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,804 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,902 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,902 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $99 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $99 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,903 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,902 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $349,282 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $349,282 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $356,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $354,184 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $525,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $258,083 | CashEOYAmt |
| Cash EOYFMV | $258,083 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $154 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $542,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $673,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $668,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $41,185 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,970 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $78,562 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $542,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,052,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,044,615 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,675 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,675 | 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 | $527,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,052,361 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $527,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,052,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $542,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,052,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $527,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $525,233 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,052,361 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,052,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BRIGHT HORIZONS FAM SOLUTIONS INC/6363 SHS | P | 2014-08-29 | 2015-03-10 | $319,911 | $258,783 | $61,128 | $61,128 |
| BRIGHT HORIZONS FAM SOLUTIONS INC/6364 SHS | P | 2014-08-29 | 2015-08-11 | $404,087 | $258,824 | $145,263 | $145,263 |
| Capital gain distribution | P | $141 | $141 | $141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,532 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $214,511 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $239,154 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.896958 | DistributionYr1Rt |
| Total Distribution | 0.896958 | TotalDistributionRt |
| Average Distribution | 0.896958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $554,093 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $496,998 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,062 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $499,060 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $354,184 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,534 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,534 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,410 | OverpaymentAmt |
| Applied To ES Tax | $2,410 | 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 | $389,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $562,531 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $562,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $554,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,705 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,705 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,124 | TotalTaxAmt |
| Distributable Before Adj | $23,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $354,184 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $354,184 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $354,184 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $203,987 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $203,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $354,184 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $330,603 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $534,590 | 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 | $534,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $203,987 | ExcessFromYear1Amt |
| Excess From Current Year | $330,603 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADA | ||||||
| 1701 North Beauregard Street | Alexandria | VA | 22311 | 501(c)(3) | For operating support | $100 |
| ALZHEIMERS ASSOCIATION | ||||||
| 480 Pleasant Street | Watertown | MA | 02472 | 501(c)(3) | For operating support | $50,000 |
| AMERICAN CANCER SOCIETY | ||||||
| PO Box 22478 | Oklahoma City | OK | 73123 | 501(c)(3) | For operating support | $100 |
| AMERICAN PARKINSONS DISEASE ASSOCIATION | ||||||
| 72 E Concord St | Boston | MA | 02118 | 501(c)(3) | For operating support | $1,000 |
| ANIMAL RESCUE LEAGUE OF BOST | ||||||
| 10 Chandler Street | Boston | MA | 02116 | 501(c)(3) | For operating support | $100 |
| BABY CENTER | ||||||
| 320 Main St | Hyannis | MA | 02601 | 501(c)(3) | For operating support | $200 |
| BERKLEE COLLEGE OF MUSIC | ||||||
| 1140 Boylston Street | Boston | MA | 02215 | 501(c)(3) | For operating support | $10,000 |
| BOSTON MARATHON JIMMY FUND WALK | ||||||
| PO Box 3595 | Boston | MA | 02241 | 501(c)(3) | For operating support | $200 |
| BRAIN SCIENCE FOUNDATION | ||||||
| 148 Linden Street Suite 303 | Wellesley | MA | 02482 | 501(c)(3) | For operating support | $200 |
| BRIGHT HORIZON FOUNDATION FOR CHILDREN | ||||||
| 105 Westwood Place 125 | Brentwood | TN | 37027 | 501(c)(3) | For operating support | $11,026 |
| BROADREADOR PTC | ||||||
| 120 Broad Meadow Rd | Needham | MA | 02492 | 501(c)(3) | For operating support | $200 |
| CAPE COD COUNCIL OF CHURCHES | ||||||
| 320 Main St | Hyannis | MA | 02601 | 501(c)(3) | For operating support | $250 |
| CENTERVILLE OSTERVILLE MARSTON MILLS FIREFIGHTERS ASSOCIATION | ||||||
| 1875 Falmouth Ave | Centerville | MA | 02632 | 501(c)(3) | For operating support | $100 |
| CJP | ||||||
| 126 High St | Boston | MA | 02110 | 501(c)(3) | For operating support | $500 |
| CYCLE FOR SURVIVAL | ||||||
| 885 Second Avenue 7th Fl | New York | NY | 10017 | 501(c)(3) | For operating support | $500 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 Brookline Avenue | Boston | MA | 02215 | 501(c)(3) | For operating support | $100 |
| FREINDS OF MUYRADIS | ||||||
| 22 West 19th Street | New York | NY | 10011 | 501(c)(3) | For operating support | $500 |
| HIGH ROCK POLLARD PTC | ||||||
| 200 Harris Avenue | Needham | MA | 02492 | 501(c)(3) | For operating support | $500 |
| HORIZONS FOR HOMELESS CHILDR | ||||||
| 1705 Columbus Avenue | Roxbury | MA | 02119 | 501(c)(4) | For operating support | $2,000 |
| HSUS | ||||||
| 2100 L St NW | Washington | DC | 20037 | 501(c)(3) | For operating support | $152 |
| HUMANE SOCIETY OF THE US | ||||||
| 2100 L St NW | Washington | DC | 20037 | 501(c)(3) | For operating support | $304 |
| ITHACA COLLEGE | ||||||
| 953 Danby Rd | Ithaca | NY | 14850 | 501(c)(3) | For operating support | $125,000 |
| JOE ANDRUZZI FOUNDATION | ||||||
| 49 Plain St 500 | North Attleborough | MA | 02760 | 501(c)(3) | For operating support | $5,000 |
| JOG YOUR MEMORY | ||||||
| 64 Hawthorn Ave | Needham | MA | 02492 | 501(c)(3) | For operating support | $200 |
| JUMPSTART | ||||||
| 308 Congress Street 6th Fl | Boston | MA | 02210 | 501(c)(3) | For operating support | $75,000 |
| KIDO BRAIN TUMOR CURE | ||||||
| 98 Random Farms Drive | Chappaqua | NY | 10514 | 501(c)(3) | For operating support | $200 |
| LOVELANE | ||||||
| 40 Baker Bridge Rd | Lincoln | MA | 01773 | 501(c)(3) | For operating support | $100 |
| NATIONAL BRAIN TUMOR SOCIETY | ||||||
| 55 Chapel Street Suite 200 | Newton | MA | 02458 | 501(c)(3) | For operating support | $600 |
| NEEDHAM EDUCATION FOUNDATION | ||||||
| 1330 Highland Ave | Needham | MA | 02492 | 501(c)(3) | For operating support | $1,500 |
| NEEDHAM POLICE UNION | ||||||
| PO Box 910014 | Needham | MA | 02492 | 501(c)(3) | For operating support | $100 |
| PAN MASS CHALLENGE | ||||||
| 77 Fourth Avenue | Needham | MA | 02494 | 501(c)(3) | For operating support | $350 |
| PMC | ||||||
| 77 Fourth Avenue | Needham | MA | 02494 | 501(c)(3) | For operating support | $50 |
| READ TO A CHILD | ||||||
| 20 William Street G25 | Wellesley | MA | 02481 | 501(c)(3) | For operating support | $150 |
| RIVERSIDE COMMUNITY CARE | ||||||
| 270 Bridge Street | Dedham | MA | 02026 | 501(c)(3) | For operating support | $1,000 |
| SHARE AFRICA | ||||||
| PO Box 263 | Nyack | NY | 10960 | 501(c)(3) | For operating support | $500 |
| TEMPLE BETH SHALOM | ||||||
| 670 Highland Ave | Needham | MA | 02492 | 501(c)(3) | For operating support | $60,000 |
| URBAN IMPROV | ||||||
| 670 Centre Street | Jamaica Plain | MA | 02130 | 501(c)(3) | For operating support | $1,000 |
| WOMEN & INFANTS HOSPITAL | ||||||
| 100 Dudley St 2 | Providence | RI | 02905 | 501(c)(3) | For operating support | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $349,282 | 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 | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,671 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,532 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $208,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,218 | 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 Person | Mr and Mrs David Lissy | ContributorPersonNm |
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 | $673,200 | 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 | $673,200 | FairMarketValueAmt |
| Received | 2015-12-28 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fidelity | BondNm |
| EOY Book Value | $41,185 | EOYBookValueAmt |
| EOYFMV | $39,970 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Fidelity | StockNm |
| EOY Book Value | $673,200 | EOYBookValueAmt |
| EOYFMV | $668,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Fidelity-Mutual Funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $79,893 | BookValueAmt |
| EOYFMV | $78,562 | EOYFMVAmt |
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 | $6 | $6 | $0 |
| Transaction costs | $93 | $93 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Loan payables | Desc |
| BOY Book Value | $15,675 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Great Point Wealth Advisors, llc | CategoryTxt |
| Amt | $3,804 | Amt |
| Net Investment Income | $1,902 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,902 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | United States Treasury | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |