RABE FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: RABE FAMILY FOUNDATION INC (EIN 46-3894725)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-12
IRS object ID: 201641339349100339
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Assets Schedule
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-12T09:35:18-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	471019942	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Creative Planning Tax LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3400 College Blvd	AddressLine1Txt
City	Leawood	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	66211	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	463894725	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Rabe Family Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RABE	BusinessNameControlTxt
Phone	9137541368	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	171 Old Farm Road	AddressLine1Txt
City	Newton	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02459	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Art Rabe	PersonNm
Person Title	President	PersonTitleTxt
Phone	9137541368	PhoneNum
Signature	2016-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Benjamin M Hake CPA	PreparerPersonNm
PTIN	P01270403	PTIN
Phone	9133382727	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$553,885	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	$527,529	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$13	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$13	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$4,347	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$4,347	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$115,352	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$641,877	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$115,352	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$647,241	TotalRevAndExpnssAmt
Total Net Invst Incm	$119,712	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	$750	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$750	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$2,587	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$2,587	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,535	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$177	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$6,872	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,514	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$151,200	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$151,200	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$158,072	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,514	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$151,200	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$489,169	ExcessRevenueOverExpensesAmt
Net Investment Income	$116,198	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$76,845	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$37,630	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$37,630	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$121,519	CorporateStockBOYAmt
Corporate Stock EOY	$520,768	CorporateStockEOYAmt
Corporate Stock EOYFMV	$516,169	CorporateStockEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$86	OtherAssetsEOYAmt
Other Assets EOYFMV	$86	OtherAssetsEOYFMVAmt
Total Assets BOY	$198,364	TotalAssetsBOYAmt
Total Assets EOY	$558,484	TotalAssetsEOYAmt
Total Assets EOYFMV	$553,885	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	$198,364	RetainedEarningBOYAmt
Retained Earning EOY	$558,484	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$198,364	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$558,484	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$198,364	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$558,484	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$198,364	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$489,169	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$687,533	SubtotalAmt
Other Decreases	$129,049	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$558,484	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt
Altria Group Inc Com - 381 Shares	D	2015-12-14	$21,656	$18,974	$2,682	$2,682
First Amern Finl Corp Com - 834 Shares	D	2015-07-16	$31,567	$24,989	$6,578	$6,578
General Electric Co Com - 1233 Shares	D	2015-12-14	$37,054	$31,565	$5,489	$5,489	2015-03-09
Ishares Core S&P Mid-Cap ETF - 864 Shares	D	2015-07-16	$130,957	$112,978	$17,979	$17,979	2014-10-10
Ishares MSCI Emerging Markets - 454 Shares	D	2015-08-18	$19,173	$21,507	-$2,334	-$2,334	2015-01-20
McDonalds Corp Com - 231 Shares	D	2015-12-14	$26,834	$22,247	$4,587	$4,587	2015-09-08
Old Republic Intl Corp - 2167 Shares	D	2015-12-14	$39,646	$32,973	$6,673	$6,673	2015-04-10
Paychex Inc Com - 78 Shares	D	2015-12-14	$4,108	$3,652	$456	$456	2015-01-07
Reynolds American Inc Com - 224 Shares	D	2015-07-16	$17,659	$15,100	$2,559	$2,559
Schwab SCH Us Reit ETF - 137 Shares	D	2015-05-08	$5,353	$5,796	-$443	-$443	2015-01-20
Vanguard FTSE Developed Markets ETF - 49 Shares	D	2015-04-17	$2,007	$2,056	-$49	-$49	2014-05-19
Vanguard FTSE Developed Markets ETF - 28 Shares	D	2015-05-29	$1,157	$1,067	$90	$90	2015-01-20
Vanguard FTSE Developed Markets ETF- 853 Shares	D	2015-09-24	$30,130	$32,568	-$2,438	-$2,438	2015-01-20
Vanguard Emerging Marktes ETF - 61 Shares	D	2015-02-20	$2,542	$2,601	-$59	-$59	2014-05-19
Waste Management Inc Com - 24 Shares	D	2015-12-14	$1,238	$1,234	$4	$4	2015-01-07
Altria Group Inc Com - 438 Shares	D	2015-01-05	$21,427	$15,786	$5,641	$5,641	2013-07-08
Equity Residential Com - 248 Shares	D	2015-07-16	$18,597	$14,273	$4,324	$4,324	2014-02-10
Eli Lilly & Co Com - 251 Shares	D	2015-07-16	$21,845	$13,141	$8,704	$8,704	2014-01-13
Lockheed Martin Com - 144 Shares	D	2015-01-05	$27,666	$15,741	$11,925	$11,925	2013-07-08
Lorillard Inc Csh&Stk $50.50/Sh - 346 Shares	D	2015-01-05	$21,643	$15,758	$5,885	$5,885	2013-07-08
Microsoft Corp Com - 416 Shares	D	2015-01-05	$19,335	$13,939	$5,396	$5,396	2013-10-10
New York Community Bancorp Com - 1033 Shares	D	2015-07-16	$19,124	$15,343	$3,781	$3,781	2013-07-18
Paychex Inc Com - 657 Shares	D	2015-12-14	$34,602	$27,794	$6,808	$6,808	2014-07-28
Pepco Holdings Inc - 852 Shares	D	2015-07-16	$22,945	$16,764	$6,181	$6,181	2014-02-10
Reynolds American Inc Com - 315 Shares	D	2015-07-16	$24,833	$15,768	$9,065	$9,065	2013-07-08
Vanguard FTSE Developed Markets - 47 Shares	D	2014-05-19	$1,943	$1,973	-$30	-$30	2015-05-29
Waste Management Inc Com - 695 Shares	D	2014-07-07	$35,838	$30,938	$4,900	$4,900	2015-12-14
Capital Gains Dividends	P		$998		$998	$998

Field	Value	IRS element (for citing)
Capital Gain Net Income	$115,352	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$47,675	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$114,496	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.416390	DistributionYr1Rt
Total Distribution	0.416390	TotalDistributionRt
Average Distribution	0.416390	AverageDistributionRt
Net Vl Noncharitable Assets	$328,111	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$136,622	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,162	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$137,784	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$151,200	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	$1,162	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,162	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,162	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,680	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,680	TotalPaymentsAndCreditsAmt
Overpayment	$518	OverpaymentAmt
Applied To ES Tax	$518	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	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	Art Rabe	IndividualWithBooksNm
Phone	6179165585	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	171 Old Farm Road	AddressLine1Txt
City	Newton	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02459	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
Art Rabe
171 Old Farm Road	Newton	MA	02459	President & Secretary	1.00	$0	$0	$0
Paula Rabe
171 Old Farm Road	Newton	MA	02459	Vice President	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$217,237	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$115,871	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$333,108	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$333,108	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,997	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$328,111	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$16,406	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$16,406	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,162	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,162	TotalTaxAmt
Distributable Before Adj	$15,244	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$15,244	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$15,244	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$151,200	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$151,200	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,162	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$150,038	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$15,244	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$43,592	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$43,592	TotalExcessDistributionCyovAmt
Qualifying Distributions	$151,200	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$15,244	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$135,956	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$179,548	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	$179,548	ExcessDistriCyovToNextYrAmt
Excess From Year1	$43,592	ExcessFromYear1Amt
Excess From Current Year	$135,956	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Art Rabe	ContributingManagerNm
Contributing Manager	Paula Rabe	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
American Heart Association
300 5th Ave	Waltham	MA	01701	None	PC	General Charitable Donation	$500
ASPCA Hospital
424 East 92nd St 1st Floor	New York	NY	10128	None	PC	General Charitable Donation	$500
Best Friends Animal Society
5001 Angel Canyon Road	Kanab	UT	84741	None	pC	General Charitable Donation	$500
Boston Medical Center
One Boston Medical Center Place	Boston	MA	02118	None	PC	General Charitable Donation	$1,000
Cure SMA
925 Busse Road	Elk Grove Village	IL	60007	None	PC	General Charitable Donation	$500
Dana Farber I Jimmy Fund
10 Brookline Place West 6th Floor	Brookline	MA	02445	None	PC	General Charitable Donation	$2,500
Doctors Without Borders
333 7th Avenue 2nd Floor	New York	NY	10001	None	PC	General Charitable Donation	$3,000
Earth Justice
50 California Street Ste 500	San Francisco	CA	94111	None	PC	General Charitable Donation	$1,000
Epilepsy Foundation
540 Gallivan Blvd 200	Boston	MA	02124	None	PC	General Charitable Donation	$500
Greater Boston Food Bank
70 South Bay Avenue	Boston	MA	02118	None	PC	General Charitable Donation	$500
Habitat For Humanity
824 Memorial Drive SE	Atlanta	GA	30316	None	PC	General Charitable Donation	$500
Humane Society
87 Wharf St	Weymouth	MA	02189	None	PC	General Charitable Donation	$1,000
Lustgarten Foundation
1111 Stewart Ave	Bethpage	NY	11714	None	pC	General Charitable Donation	$500
Mass Audubon
208 South Great Road	Lincoln	MA	01773	None	PC	General Charitable Donation	$500
Mercy for Animals
8033 Sunset Blvd Ste 864	Los Angeles	CA	90046	None	PC	General Charitable Donation	$1,000
Movember Foundation
PO Box 1595	Culver City	CA	90232	None	PC	General Charitable Donation	$200
MSPCA
350 South Huntington Ave	Boston	MA	02130	None	pc	General Charitable Donation	$500
Museum of Science
11 Science Park	Boston	MA	02114	None	pc	General Charitable Donation	$500
Newton Free Library
330 Home St	Newton	MA	02459	None	PC	General Charitable Donation	$250
Northeast Animal Shelter
347 Highland Avenue	Salem	MA	01970	None	PC	General Charitable Donation	$500
Pine Street Inn
444 Harrison Avenue	Boston	MA	02118	None	PC	General Charitable Donation	$500
Resilient Coders
50 Milk Street 17th Floor	Boston	MA	02109	None	pc	General Charitable Donation	$1,000
School on Wheels - Massachusetts
790 W Chestnut St	Brockton	MA	02301	None	PC	General Charitable Donation	$250
St Judes
313 Washington St 310	Newton	MA	02458	None	PC	General Charitable Donation	$1,000
The Chestnut Hill School
428 Hammond St	Chestnut Hill	MA	02467	None	PC	General Charitable Donation	$125,000
The Marfan Foundation
22 Manhasset Avenue	Port Washington	NY	11050	None	pc	General Charitable Donation	$500
The Walker Home and School
1968 Central Ave	Needham	MA	02492	None	PC	General Charitable Donation	$5,000
Three Squares New England Ride For Food
PO Box 1055	Dedham	MA	02027	None	PC	General Charitable Donation	$500
UNICEF
3 United Nations Plaza	New York	NY	10017	None	PC	General Charitable Donation	$1,000
The Cat Connection
PO Box 541435	Waltham	MA	02454	None	pC	General Charitable Donations	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$151,200	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	$13	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,347	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$115,352	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$119,712	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$119,712	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 (13 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
Art Paula Rabe
1	171 Old Farm Road	Newton	MA	02459	$112,977	Yes (X)
Art Paula Rabe
2	171 Old Farm Road	Newton	MA	02459	$21,871	Yes (X)
Art Paula Rabe
3	171 Old Farm Road	Newton	MA	02459	$19,049	Yes (X)
Art Paula Rabe
4	171 Old Farm Road	Newton	MA	02459	$108,115	Yes (X)
Art Paula Rabe
5	171 Old Farm Road	Newton	MA	02459	$39,501	Yes (X)
Art Paula Rabe
6	171 Old Farm Road	Newton	MA	02459	$18,537	Yes (X)
art Paula Rabe
7	171 Old Farm Road	newton	MA	02459	$24,989	Yes (X)
art Paula Rabe
8	171 Old Farm Road	Newton	MA	02459	$31,565	Yes (X)
art Paula Rabe
9	171 Old Farm Road	newton	MA	02459	$22,247	Yes (X)
art Paula Rabe
10	171 Old Farm Road	Newton	MA	02459	$32,973	Yes (X)
Art Paula Rabe
11	171 Old Farm Road	newton	MA	02459	$38,558	Yes (X)
Art Paula Rabe
12	171 Old Farm Road	nEWton	MA	02459	$18,974	Yes (X)
art Paula Rabe
13	171 Old Farm Road	Newton	MA	02459	$37,423	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	864 Shares of IJH	$112,977	2015-07-10
2	251 Shares of LLY	$21,871	2015-07-15
3	1033 Shares of NYCB	$19,049	2015-07-15
4	852 Shares of POM	$108,115	2015-07-15
5	539 Shares of RAI	$39,501	2015-07-15
6	248 Shares of EQR	$18,537	2015-07-15
7	834 Shares of FAF	$24,989	2015-07-15
8	1233 Shares of GE	$31,565	2015-12-10
9	231 Shares of MCD	$22,247	2015-12-10
10	2167 sHARES ori	$32,973	2015-12-10
11	735 sHARES OF payx	$38,558	2015-12-10
12	381 Shares of MO	$18,974	2015-12-10
13	719 Shares of WM	$37,423	2015-12-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Accounting Fees	CategoryTxt
Amt	$750	Amt
Net Investment Income	$750	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Vanguard FTSE Developed Markets	$78,607	$79,278
Vanguard Emerging Markets	$72,750	$70,948
Vanguard CRSP US Mid Cap Index	$77,838	$78,192
DFA Emerging Markets Small Cap	$31,751	$26,801
Altria Group Inc	$0	$0
Berkshire Hathaway Cl B	$19,932	$21,258
Lockheed Martin	$0	$0
Lorillard	$0	$0
Microsoft Corp	$0	$0
DFA INTL REAL ESTATE SEC PTF	$11,194	$10,766
DFA US MICRO CAP FD	$25,161	$24,555
DFA US SMALL CAP VALUE REPORT	$25,382	$24,630
ISHARES CORE S&P 500 ETF	$84,095	$84,406
ISHARES MSCI EAFE ETF	$30,146	$31,239
ISHARES MSCI EAFE SMALL-CAP ETF	$27,360	$28,172
SCHWAB SCH US REIT ETF	$25,460	$25,489
SELECT SECTOR SPDR TRUST ENERGY SELECT	$11,092	$10,435

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	Dividends Receivable	Desc
EOY Book Value	$86	EOYBookValueAmt
EOYFMV	$86	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Unrealized Gain on Donated Securities	Desc
Amt	$129,049	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Fee	CategoryTxt
Amt	$2,587	Amt
Net Investment Income	$2,587	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Taxes Paid	$177	$177	$0
Federal Taxes	$3,358	$0	$0