CAIL FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CAIL FAMILY FOUNDATION (EIN 20-2034269)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201532239349100013
- Schema version
- 2014v5.0
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T09:50:23-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042088368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY GRAY & GRAY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ROYALL STREET SUITE 102 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202034269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAIL | BusinessNameControlTxt |
| Phone | 7817695858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 FLORENCE ST BLDG N 60 APT 3C | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH KAPLAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7817695858 | PhoneNum |
| Signature | 2015-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BERARDI | PreparerPersonNm |
| PTIN | P01203181 | PTIN |
| Phone | 7814070300 | PhoneNum |
| Preparation | 2015-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,731,350 | 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 | $281,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $297 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $297 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $371,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,046 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $556,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,710 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $897 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,621 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,661 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,661 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $336,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $261,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,683 | CashBOYAmt |
| Cash EOY | $51,522 | CashEOYAmt |
| Cash EOYFMV | $51,522 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $216,976 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,597 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,126,225 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,424,778 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,674,231 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,344,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,481,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,731,350 | 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 | $1,344,884 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,481,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,344,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,481,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,344,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,481,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,344,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $336,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $414 | OtherIncreasesAmt |
| Subtotal | $1,681,327 | SubtotalAmt |
| Other Decreases | $199,430 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,481,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RAYONIER ADVANED MATERIALS | P | 2014-07-07 | 2014-07-07 | $14 | $11 | $3 | $3 |
| 1500 BLACKROCK RES & COMMDITIES | P | 2013-07-10 | 2014-10-31 | $16,073 | $15,894 | $179 | $179 |
| 412 GENERAL MOTORS CO. | P | 2013-01-07 | 2014-05-29 | $14,147 | $13,519 | $628 | $628 |
| 99.836 RAYONIER ADVANED MATERIALS | P | 2011-08-08 | 2014-11-19 | $2,591 | $2,889 | -$298 | -$298 |
| 103.164 RAYONIER ADVANED MATERIALS | P | 2011-12-29 | 2014-11-19 | $2,677 | $3,682 | -$1,005 | -$1,005 |
| 300 RAYONIER INC. COM | P | 2011-08-08 | 2014-11-19 | $7,901 | $7,915 | -$14 | -$14 |
| 310 RAYONIER INC. COM | P | 2011-12-29 | 2014-11-19 | $8,164 | $10,099 | -$1,935 | -$1,935 |
| 200 FIRST TR ABERDEEN GLBL | P | 2008-01-31 | 2014-12-08 | $2,460 | $3,063 | -$603 | -$603 |
| 700 FIRST TR ABERDEEN GLBL | P | 2008-01-31 | 2014-12-08 | $8,610 | $10,692 | -$2,082 | -$2,082 |
| 6174.5320 MORGAN STANLEY GROWTH | P | 2013-12-11 | 2014-11-20 | $248,767 | $72,614 | $176,153 | $176,153 |
| 2204.114 NEUBERGER BERMAN EQUITY INCOME | P | 2012-03-09 | 2014-12-10 | $28,318 | $25,000 | $3,318 | $3,318 |
| 527.0160 MORGAN STANLEY GROWTH | P | 2014-11-07 | 2014-11-20 | $21,233 | $6,198 | $15,035 | $15,035 |
| 253.8140 MORGAN STANLEY GROWTH | P | 2014-11-07 | 2014-12-10 | $10,000 | $2,985 | $7,015 | $7,015 |
| FROM K-1 KKR & CO LP | P | 2014-06-30 | 2014-12-31 | $6 | $6 | $6 | |
| FROM K-1 KKR & CO LP | P | 2013-01-01 | 2014-12-31 | $646 | $646 | $646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,046 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $190,642 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,407,772 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135421 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,449 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,293,868 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.145648 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,003 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,238,455 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.117891 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,072,114 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083140 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,423 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $735,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086255 | DistributionYr5Rt |
| Total Distribution | 0.568355 | TotalDistributionRt |
| Average Distribution | 0.113671 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,608,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $182,884 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,612 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,496 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $205,661 | 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 | $2,612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,480 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $661 | OverpaymentAmt |
| Applied To ES Tax | $661 | 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 | Yes (1) | 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 | KELLY A BERARDI | IndividualWithBooksNm |
| Phone | 7814070300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 SOUTHWEST PARK | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MILTON CAIL | ||||||||
| 99 FLORENCE ST BUILDING N 3C | CHESTNUT HILL | MA | 02467 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| LOIS CAIL | ||||||||
| 99 FLORENCE ST BUILDING N 3C | CHESTNUT HILL | MA | 02467 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| FAITH KAPLAN | ||||||||
| 336 COUNTRY CLUB RD | NEWTON CENTRE | MA | 02459 | TRUSTEE | 0.25 | $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 | $1,466,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,633,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,633,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,608,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,612 | TotalTaxAmt |
| Distributable Before Adj | $77,832 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,832 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,832 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,661 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $205,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,612 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $203,049 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $63,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,634 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,004 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,819 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $484,733 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,832 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $127,829 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $612,562 | 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 | $63,708 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $548,854 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,634 | ExcessFromYear4Amt |
| Excess From Year3 | $85,004 | ExcessFromYear3Amt |
| Excess From Year2 | $124,568 | ExcessFromYear2Amt |
| Excess From Year1 | $121,819 | ExcessFromYear1Amt |
| Excess From Current Year | $127,829 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 202020 | ||||||
| PO BOX 96669 | WASHINGTON | DC | 200906669 | PUBLIC CHARITY | TO SUPPORT CAUSE | $200 |
| ADOPT A PLATOON | ||||||
| PO BOX 5038 | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | TO SUPPORT THE CAUSE | $750 |
| ALZHEIMER ASSOCIATION | ||||||
| 311 ARSENAL STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | TO SUPPORT RESEARCH FOR A CURE | $1,425 |
| AMERICA'S VETDOGS | ||||||
| 371 E MAIN ST | SMITHTOWN | NY | 11787 | PUBLIC CHARITY | PROVIDE SERVICE DOGS TO SEVERELY WOUNDED VETERANS | $200 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| PO BOX 1833 | MERRIFIELD | VA | 22116 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $500 |
| AMERICAN LUNG ASSOC | ||||||
| 1301 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| AMERICAN RED CROSS | ||||||
| 139 MAIN ST | CAMBRIDGE | MA | 02142 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $1,500 |
| ARMED FORCES FOUNDATION | ||||||
| 16 N CAROLINA AVE SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | PROTECT AND PROMOTE PHYSICAL, MENTAL AND EMOTIONAL WELLNESS OF THE MILITARY | $200 |
| ANTI DEFAMATION LEAGUE | ||||||
| 18 TTREMONT STREET SUITE 700 | BOSTON | MA | 02108 | PUBLIC CHARITY | TO PROMOTE WORLD TOLERANCE AND MUTUAL RESPECT | $10,000 |
| ARTHRITIS FOUNDATION | ||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | HELP EFFORTS TO PROVIDE HELP AND HOPE | $800 |
| BAILEY'S TEAM | ||||||
| 164 WESTSIDE AVENUE | NORTH ATTLEBORO | MA | 02760 | PUBLIC CHARITY | SUPPORT INDIVIDUALS & FAMILIES LIVING WITH AUTISM | $1,000 |
| BETH ISRAEL DEACONESS | ||||||
| 33 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | PROVIDE ADVANCED HEALTH CARE | $250 |
| BETH ISRAEL DEACONESS | ||||||
| 33 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | BREAST CENTER RENOVATION FUND | $20,000 |
| BINA FARM CENTER | ||||||
| 207 UNION ST | NATICK | MA | 01760 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $750 |
| BIRTHRITE ISRAEL FOUNDATION | ||||||
| 33 EAST 33RD STREET | NEW YORK | NY | 10016 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $250 |
| BOSTON CHILDRENS HOSPITAL | ||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $500 |
| BOSTON FOUNDATION FOR SIGHT | ||||||
| 464 HILLSIDE AVE | NEEDHAM | MA | 02494 | PUBLIC CHARITY | SUPPORT FOR TREATMENT OF COMPLEX CORNEAL DISEASE | $500 |
| BOSTON JEWISH FILM FESTIVAL | ||||||
| 1001 WATERTOWN ST | WEST NEWTON | MA | 02465 | PUBLIC CHARITY | SUPPORT THE ARTS | $2,500 |
| BOSTON RESCUE MISSION | ||||||
| 39 KINGSTON STREET | BOSTON | MA | 02111 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $500 |
| BOYS & GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS ST | BOSTON | MA | 02109 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $100 |
| BOYS TOWN | ||||||
| 200 FLANAGAN BLVD | BOYSTOWN | NE | 68010 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $800 |
| BRANDEIS UNIVERSITY | ||||||
| PO BOX 549110 | WALTHAM | MA | 02454 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $5,000 |
| COMPANION FOR HEROES | ||||||
| PO BOX 7328 | FAIRFAX STATION | VA | 22039 | PUBLIC CHARITY | BRING TOGETHER VETERANS AND PETS | $250 |
| CARE | ||||||
| 151 ELLIS STREET | ATLANTA | GA | 30303 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $1,200 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 212013443 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $300 |
| CHRISTIANS AND JEWS UNITED FOR ISRAEL | ||||||
| PO BOX 320034 | WEST ROXBURY | MA | 02132 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $500 |
| COMBINED JEWISH PHILANTHROPIES | ||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $39,500 |
| CROHN'S & COLITIS | ||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,500 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| PO BOX 52074 | PHOENIX | AZ | 85072 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,200 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $4,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5022 | HAGERSTOWN | MA | 21741 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $3,500 |
| DONATION FOR NAMI WALK | ||||||
| 2015 NIAMI NATIONAL CONVENTION | SAN FRANCISCO | CA | 95128 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $100 |
| EASTER SEALS | ||||||
| 484 MAIN ST | WORCESTER | MA | 01608 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $600 |
| EPILEPSY FOUNDATION | ||||||
| 8301 PROFESSIONAL PLACE | LANDOVER | MD | 207852353 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,200 |
| FACING HISTORY & OURSELVES | ||||||
| 16 HURD RD | BROOKLINE | MA | 02454 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $300 |
| FEEDING AMERICA | ||||||
| 35 E WACKER DRIVE | CHICAGO | IL | 606012200 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $700 |
| MOORE COUNTY ANIMAL OPERATIONS | ||||||
| 5235 HWY 15-501 N | CARTHAGE | NC | 28327 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $200 |
| FOREVER HOME RESCUE NEW ENGLAND | ||||||
| 106 ADAMS STREET | MEDFIELD | MA | 02052 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $250 |
| FRIENDS OF HEBREW SENIOR LIFE | ||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $200 |
| GANN ACADEMY | ||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 |
| GENTLY GIANTS DRAFT HORSE RESCUE | ||||||
| 17250 OLD FREDERICK RD | MT AIRY | MD | 21771 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $200 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| PO BOX 1509 | AMERICUS | GA | 31709 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $900 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $400 |
| HILLEL INTERNATIONAL | ||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $600 |
| HELP OUR WOUNDED | ||||||
| PO BOX 96361 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $600 |
| HOME FOR LITTLE WANDERERS | ||||||
| 271 HUNTINGTON AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $200 |
| JEWISH COMMUNITY CENTERS OF GREATER BOSTON | ||||||
| 333 NAHANTON ST | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $25,000 |
| JEWISH COMMUNITY DAY SCHOOL | ||||||
| 57 STANLEY AVENUE | WATERTOWN | MA | 02472 | PUBLIC CHARITY | SUPPORT THE SCHOOL TO CONTINUE ITS PROGRAMS | $10,000 |
| JEWISH COMMUNITY HOUSING FOR ELDERLY | ||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $10,000 |
| JEWISH DISASTER RELIEF FUND | ||||||
| 17469 ZIA CAPRI | BOCA RATON | FL | 33428 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $700 |
| JEWISH FAMILY & CHILD SERVICES | ||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $500 |
| JEWISH NATIONAL FUND | ||||||
| 77 FRANKLIN ST SUITE 514 | BOSTON | MA | 02110 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 |
| KIDS WISH NETWORK | ||||||
| 4060 LOUIS AVE | HOLIDAY | FL | 34691 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,300 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| PO BOX 9031 | PITTSFIELD | MA | 01202 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 |
| MACULAR DEGENERATION RESEARCH | ||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,050 |
| MARCH OF DIMES | ||||||
| 114 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | PUBLIC CHARITY | TO SUPPORT THEIR CAUSE | $800 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| PO BOX 4002896 | DESMOINES | IA | 50340 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $750 |
| CHRISTIANS AND JEWS UNITED FOR ISRAEL | ||||||
| PO BOX 320034 | WEST ROXBURY | MA | 02132 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $200 |
| MEIR PANIM | ||||||
| 5316 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $200 |
| MERCY SHIPS | ||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 757711930 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $800 |
| MORGAN MEMORIAL | ||||||
| PO BOX 55009 | BOSTON | MA | 02205 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $600 |
| MUSCULAR DYSTROPHY ASSOC | ||||||
| 3300 EAST SUNRISE DR | TUCSON | AZ | 85718 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $600 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $500 |
| MUSEUM OF SCIENCE | ||||||
| PO BOX 847144 | BOSTON | MA | 02284 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $400 |
| NCSY | ||||||
| 11 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $36 |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | ||||||
| 4600 EAST WEST HIGHWAY | BETHESDA | MD | 20814 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 101 A FIRST AVE | WALTHAM | MA | 024511160 | PUBLIC CHARITY | SUPPORT FOR THE PROGAM | $300 |
| NEW ENGLAND BAPTIST HOSPITAL | ||||||
| 125 PARKER HILL AVE | ROXBURY CROSSING | MA | 02120 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $500 |
| NEWTON FIREFIGHTERS ASSOCIATION | ||||||
| 1000 COMMONWEALTH AVE | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | TO HONOR THOSE WHO DIED WHILE ON DUTY | $100 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | ||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $2,000 |
| NORTHEASTERN UNIVERSITY | ||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $250 |
| OLD COLONY COUNCIL BSA | ||||||
| 2438 WASHINGTON ST | CANTON | MA | 02021 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $2,000 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $200 |
| OXFAM AMERICA | ||||||
| PO BOX 7011 | ALBERTLEA | MN | 56007 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $2,550 |
| PALM BEACH COUNTY PBA | ||||||
| 2100 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 334096400 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $50 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 801 EIGHTEENTH STREET NW | WASHINHTON | DC | 20006 | PUBLIC CHARITY | SUPPORT VETERANS WHO HAVE EXPERIENCED SPINAL CORD IN | $1,500 |
| PARKINSONS DISEASE FOUNDATION | ||||||
| 135 PARKINSON AVE | STATEN ISLAND | NY | 10305 | PUBLIC CHARITY | SUPPORT FOR THE CAUSE | $1,500 |
| PAWS FOR PURPLE HEARTS | ||||||
| 5860 LABATH AVENUE | ROHNERT PARK | CA | 94928 | PUBLIC CHARITY | SUPPORT FOR THE CAUSE | $600 |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $3,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | HELP FOR THE HOMELESS | $800 |
| PLANNED PARENTHOOD | ||||||
| PO BOX 97166 | WASHINHTON | DC | 20077 | PUBLIC CHARITY | SUPPORT FOR THE CAUSE | $400 |
| PMC JIMMY FUND | ||||||
| 101 HUNTINGTON AVE | BOSTON | MA | 02199 | PUBLIC CHARITY | SUPPORT FOR THE CAUSE | $300 |
| PROGERIA RESEARCH FOUNDATION | ||||||
| PO BOX 3453 | PEABODY | MA | 019613453 | PUBLIC CHARITY | SUPPORT FOR THE CAUSE | $500 |
| PROJECT BREAD | ||||||
| 145 BORDER STREET | EAST BOSTON | MA | 021281903 | PUBLIC CHARITY | SUPPORT TO END HUNGER | $850 |
| PROJECT HOPE | ||||||
| PO BOX 35391 | BRIGHTON | MA | 02168 | PUBLIC CHARITY | TO HELP POVERTY AROUND THE WORLD | $800 |
| PHYLLIS R SERESKY FUND | ||||||
| C/O TEMPLE BETH ABRAHAM | CANTON | MA | 02021 | PUBLIC CHARITY | TO SUPPORT THE FUND | $100 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | TO SUPPORT HOMELESS WOMEN | $500 |
| SILENT SPRING INSTITUTE | ||||||
| 29 CRAFTS STREET | NEWTON | MA | 02458 | PUBLIC CHARITY | BREAST CANCER RESEARCH | $500 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | TRAINING, UTILIZING, AND EMPOWERING LOCAL DOCTORS AN | $1,400 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | TO FIGHT HATE, AND TEACH TOLERANCE | $2,000 |
| SPECIAL OLYMPICS | ||||||
| PO BOX 322 | HATHORNE | MA | 01937 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $700 |
| ST FRANCIS HOUSE | ||||||
| PO BOX 55859 | BOSTON | MA | 02205 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $1,200 |
| ST JUDE CHILDREN'S HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $600 |
| TEMPLE BETH AVODAH | ||||||
| 45 PUDDINGSTON LANE | NEWTON | MA | 02459 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $1,350 |
| THE FOUNDATION FOR AIDS | ||||||
| PO BOX 96635 | WASHINTON | DC | 20090 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $1,600 |
| UNIVERSITY OF MIAMI | ||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33124 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $300 |
| UNICEF | ||||||
| 101 HUNTINGTON AVE | BOSTON | MA | 02199 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $1,800 |
| UNITED CEREBAL PALSY | ||||||
| PO BOX 96369 | WASHINTON | DC | 20090 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $800 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | PUBLIC CHARITY | TO SUPPORT THE PROGRAMS | $800 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON DC | DC | 20024 | PUBLIC CHARITY | SUPPORT MUSEUM | $2,250 |
| VIETNAM VETERANS MEMORIAL FUND | ||||||
| 2600 VIRGINIA NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | TO SUPPORT THEIR PROGRAMS | $200 |
| WGBH LEADERSHIP CIRCLE | ||||||
| 1 GUEST STREET | BOSTON | MA | 02108 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $2,500 |
| ZAMIR CHORALE OF BOSTON | ||||||
| POBOX 590126 | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT JEWISH CULTURE AND TRADITION | $2,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,661 | 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 | $297 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,302 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $197,046 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $274,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $274,710 | 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 | MILTON L CAIL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 FLORENCE ST BLDG N 60 APT 3C | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $281,750 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7000 SHARES MORGAN STANLEY FOCUS GROWTH PORTFOLIO CL A | NoncashPropertyDesc |
| Fair Market Value | $281,750 | FairMarketValueAmt |
| Received | 2014-11-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCKS & SECURITIES | AT COST | $691,722 | $888,943 |
| STOCKS & SECURITIES | AT COST | $732,235 | $785,288 |
| ADJ FOR INCREASE IN KKR & CO. | AT COST | $821 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS FOR CONTRIBUTIONS OF STOCK | Desc |
| Amt | $199,430 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $7,340 | $7,340 | $0 |
| BANK CHARGES | $31 | $31 | $0 |
| ANNUAL REPORT | $250 | $250 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 KKR & CO - ROYALTY INCOME | $2 | $2 | $2 |
| K-1 KKR & CO - OTHER NET INCOME | $63 | $63 | $63 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | P/Y ADJ. | Desc |
| Amt | $414 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILTON CAIL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 FLORENCE ST BUILDING N 3C | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $897 | $897 | $0 |
| FEDERAL TAXES | $1,252 | $0 | $0 |