CAIL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAIL FAMILY FOUNDATION (EIN 20-2034269)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349101510
- Schema version
- 2013v3.0
- 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 | 2014-11-17T10:57:40-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ROYALL STREET SUITE 102 | AddressLine1 |
| City | CANTON | City |
| State | MA | State |
| ZIP Code | 02021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH KAPLAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7817695858 | PhoneNum |
| Signature | 2014-11-14 | 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 | 2014-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,570,623 | 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 | $247,952 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,632 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,632 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $480,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,627 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,010 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,010 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $341,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,977 | 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 | $6,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,129 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,013 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,844 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $207,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $134,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,285 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,416 | CashBOYAmt |
| Cash EOY | $1,683 | CashEOYAmt |
| Cash EOYFMV | $1,683 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $347,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,976 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,976 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $981,831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,126,225 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,351,964 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,380,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,344,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,570,623 | 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 | $1,380,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,344,884 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,380,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,344,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,380,746 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,344,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,380,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $134,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,799 | OtherIncreasesAmt |
| Subtotal | $1,520,222 | SubtotalAmt |
| Other Decreases | $175,338 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,344,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1050 ABB LTD ADR | P | 2013-01-23 | 2013-07-08 | $22,747 | $21,973 | $774 | $774 |
| 265 GOLDCORP | P | 2012-05-24 | 2013-03-01 | $8,603 | $10,170 | -$1,567 | -$1,567 |
| 1034 INTEL CORP | P | 2012-12-31 | 2013-07-18 | $24,036 | $21,328 | $2,708 | $2,708 |
| 480 LINN CO LLC | P | 2013-03-25 | 2013-07-02 | $14,851 | $18,091 | -$3,240 | -$3,240 |
| 14000 MAPLETREE INDUSTRIAL | P | 2012-11-28 | 2013-07-09 | $14,242 | $15,662 | -$1,420 | -$1,420 |
| 360 METHANEX CORP | P | 2012-03-20 | 2013-07-08 | $15,672 | $14,768 | $904 | $904 |
| 200 NEWMONT MNG CORP | P | 2012-05-24 | 2013-03-01 | $8,000 | $9,906 | -$1,906 | -$1,906 |
| 642 SASOL SPON ADR | P | 2012-10-01 | 2013-07-08 | $27,035 | $29,217 | -$2,182 | -$2,182 |
| GENERAL MOTORS | P | 2013-12-03 | 2013-12-03 | $3 | $3 | $3 | |
| 1809 HUGOTON RTY | P | 2012-11-19 | 2013-07-08 | $16,018 | $13,348 | $2,670 | $2,670 |
| 600 ASTELLAS PHARMA | P | 2012-01-05 | 2013-07-09 | $32,947 | $24,890 | $8,057 | $8,057 |
| 1100 COLUMBIA SELIGMAN PREM | P | 2011-01-25 | 2013-07-08 | $15,962 | $17,499 | -$1,537 | -$1,537 |
| 6500 DUET GROUP STAPLED SECURITY | P | 2011-10-19 | 2013-07-09 | $12,647 | $11,145 | $1,502 | $1,502 |
| 6500 DUET GROUP STAPLED SECURITY | P | 2012-01-05 | 2013-07-09 | $12,647 | $11,640 | $1,007 | $1,007 |
| 550 GDF SUEZ SPON ADR | P | 2012-03-02 | 2013-07-08 | $10,836 | $14,300 | -$3,464 | -$3,464 |
| 185 GROUPE BRUXELLES LAMBERT | P | 2012-03-15 | 2013-07-09 | $13,774 | $14,285 | -$511 | -$511 |
| 980 ICL-ISRAEL CHEMICALSORD | P | 2012-01-25 | 2013-07-09 | $9,576 | $10,256 | -$680 | -$680 |
| 255 SOLVAY SA NPV | P | 2012-06-19 | 2013-07-09 | $32,667 | $26,931 | $5,736 | $5,736 |
| 10500 SPARK INFRASTRUCTUREGROUP | P | 2011-09-21 | 2013-07-09 | $16,731 | $13,654 | $3,077 | $3,077 |
| 10900 SPARK INFRASTRUCTUREGROUP | P | 2012-01-25 | 2013-07-09 | $17,369 | $15,610 | $1,759 | $1,759 |
| 350 APACHE CORP | P | 2011-09-22 | 2013-07-15 | $16,461 | $18,507 | -$2,046 | -$2,046 |
| 550 BAYTEX ENERGY CORP | P | 2009-02-05 | 2013-07-08 | $21,177 | $5,942 | $15,235 | $15,235 |
| 271 CANOE EIT INCOME | P | 2011-01-04 | 2013-12-20 | $3,283 | $4,046 | -$763 | -$763 |
| 783.208 FIRST EAGLE GOLD FUND | P | 2011-10-03 | 2013-03-01 | $18,120 | $25,035 | -$6,915 | -$6,915 |
| 1150 GAMCO GLOBAL GOLD | P | 2010-11-16 | 2013-07-08 | $11,157 | $19,573 | -$8,416 | -$8,416 |
| 1300 ICL-ISRAEL CHEMICALS | P | 2008-04-09 | 2013-07-09 | $12,703 | $21,726 | -$9,023 | -$9,023 |
| 400 ICL-ISRAEL CHEMICALSORD | P | 2008-10-19 | 2013-07-09 | $3,909 | $3,615 | $294 | $294 |
| 1200 MORGAN STANLEY EMERGING MKTS | P | 2008-01-31 | 2013-07-08 | $16,829 | $20,711 | -$3,882 | -$3,882 |
| 670 PEYTO EXPLORATION & DEVELOP | P | 2009-12-18 | 2013-07-08 | $19,700 | $8,171 | $11,529 | $11,529 |
| 4800 SYDNEY AIRPORT STAPLED SECURITY | P | 2010-01-06 | 2013-07-09 | $15,120 | $13,688 | $1,432 | $1,432 |
| 5000 SYDNEY AIRPORT STAPLED SECURITY | P | 2010-11-16 | 2013-07-09 | $15,750 | $14,258 | $1,492 | $1,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,627 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,449 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,293,868 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.145648 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,003 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,238,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.117891 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,136 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,072,114 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083140 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,423 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $735,293 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086255 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,654 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $601,542 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.124104 | DistributionYr5Rt |
| Total Distribution | 0.557038 | TotalDistributionRt |
| Average Distribution | 0.111408 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,407,772 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $156,837 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $783 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,620 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $191,425 | 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 | $783 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $783 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $783 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $332 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $468 | AppliedToEsTaxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $16 | OverpaymentAmt |
| Applied To ES Tax | $16 | 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 | AddressLine1 |
| City | WESTWOOD | City |
| State | MA | State |
| ZIP Code | 02090 | ZIPCode |
| 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,089,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $339,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,429,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,429,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,407,772 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $783 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $783 | TotalTaxAmt |
| Distributable Before Adj | $69,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,606 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $191,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $783 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,642 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,466 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,708 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $89,634 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,004 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $394,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,819 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $516,199 | 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 | $31,466 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $484,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,708 | ExcessFromYear4Amt |
| Excess From Year3 | $89,634 | ExcessFromYear3Amt |
| Excess From Year2 | $85,004 | ExcessFromYear2Amt |
| Excess From Year1 | $124,568 | ExcessFromYear1Amt |
| Excess From Current Year | $121,819 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADOPT A PLATOON | ||||||
| PO BOX 5038 | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| AJC GLOBAL JEWISH ADVOCACY | ||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | PUBLIC CHARITY | BUILD SOCIETY THAT REJECTS HATRED & BIGOTRY | $1,500 |
| ALZHEIMER ASSOCIATION | ||||||
| 311 ARSENAL STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | TO SUPPORT RESEARCH FOR A CURE | $300 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| PO BOX 1833 | MERRIFIELD | VA | 22116 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| AMERICAN LUNG ASSOC | ||||||
| 1301 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $25 |
| AMERICAN RED CROSS | ||||||
| 139 MAIN ST | CAMBRIDGE | MA | 02142 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $1,200 |
| AMERICA'S VETDOGS | ||||||
| 371 E MAIN ST | SMITHTOWN | NY | 11787 | PUBLIC CHARITY | PROVIDE SERVICE DOGS TO SEVERELY WOUNDED VETERANS | $100 |
| ONE FUND BOSTON INC | ||||||
| 18 TREMONT STREET SUITE 330 | BOSTON | MA | 02108 | PUBLIC CHARITY | SUPPORT AND RELIEF FOR AFFECTED INDIVIDUALS | $2,000 |
| 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 | $100 |
| 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 | $50 |
| BETH ISRAEL DEACONESS | ||||||
| 33 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | BREAST CENTER RENOVATION FUND | $20,000 |
| BOSTON CHILDRENS HOSPITAL | ||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $600 |
| BOSTON FOUNDATION FOR SIGHT | ||||||
| 464 HILLSIDE AVE | NEEDHAM | MA | 02494 | PUBLIC CHARITY | SUPOORT FOR TREATMENT OF COMPLEX CORNEAL DISEASE | $500 |
| BOSTON JEWISH FILM FESTIVAL | ||||||
| 1001 WATERTOWN ST | WEST NEWTON | MA | 02465 | PUBLIC CHARITY | SUPPORT THE ARTS | $1,000 |
| BOSTON SYMPHONY | ||||||
| HUNTINGTON AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | SUPPORT THE ARTS | $350 |
| BOYS & GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS ST | BOSTON | MA | 02109 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| BOYS TOWN | ||||||
| 200 FLANAGAN BLVD | BOYSTOWN | NE | 68010 | PUBLIC CHARITY | MAH - 05/13/14 04:20PM WORKSHEET PRIVATE FOUNDATION | $100 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | PUBLIC CHARITY | UROLOGIC CANCER FUND | $25,000 |
| BRANDEIS UNIVERSITY | ||||||
| PO BOX 549110 | WALTHAM | MA | 02454 | PUBLIC CHARITY | MAH - 05/13/14 02:56PM WORKSHEET PRIVATE FOUNDATION | $1,000 |
| CARE | ||||||
| 151 ELLIS STREET | ATLANTA | GA | 30303 | PUBLIC CHARITY | AID FOR EARTHQUAKE VICTIMS | $300 |
| CHRISTIANS AND JEWS UNITED FOR ISRAEL | ||||||
| PO BOX 320034 | WEST ROXBURY | MA | 02132 | PUBLIC CHARITY | SUPPORT ACTIVITIES OF CHRISTIANS AND JEWS UNITED FOR | $500 |
| COMBINED JEWISH PHILANTHROPIES | ||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $33,000 |
| CROHN'S & COLITIS | ||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PUBLIC CHARITY | SUPPORT FOR RESEARCH | $1,100 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| PO BOX 52074 | PHOENIX | AZ | 85072 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | PUBLIC CHARITY | FOR CANCER RESEARCH TREATMENT AND CARE. | $2,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5022 | HAGERSTOWN | MA | 21741 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $500 |
| FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||
| 800 EIGHTH ST NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $100 |
| FACING HISTORY & OURSELVES | ||||||
| 16 HURD RD | BROOKLINE | MA | 02454 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $250 |
| FOREVER HOME RFESCUE NEW ENGLAND | ||||||
| 106 ADAMS STREET | MEDFIELD | MA | 02052 | PUBLIC CHARITY | ASSISTANCE FOR DOGS WHO NEED VETERINARY CARE | $250 |
| GANN ACADEMY | ||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $250 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | MEALS FOR LESS FORTUNATE | $100 |
| HABITAT FOR HUMANITY | ||||||
| PO BOX 1509 | AMERICUS | GA | 31709 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| HEBREW COLLEGE | ||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | SUPPORT AND MAINTAIN THE COLLEGE | $17,800 |
| HELP ME SEE | ||||||
| 20 W 36TH ST STE 701 | NEW YORK | NY | 10018 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $100 |
| HELP OUR WOUNDED | ||||||
| PO BOX 96361 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| HOME FOR LITTLE WANDERS | ||||||
| 271 HUNTINGTON AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $100 |
| JINSA | ||||||
| 1307 NEW YORK AVE | WASHINGTON | DC | 20005 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 |
| JEWISH COMMUNITY DAY SCHOOL | ||||||
| 57 STANLEY AVENUE | WATERTOWN | MA | 02472 | PUBLIC CHARITY | SUPPORT THE SCHOOL TO CONTINUE ITS PROGRAMS | $5,000 |
| JEWISH COMMUNITY HOUSING FOR ELDERLY | ||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | PUBLIC CHARITY | PROVIDE SUPPORT FOR QUALITY HOUSING FOR SENIOR CITIZ | $10,000 |
| JEWISH DISASTER RELIEF FUND | ||||||
| 17469 ZIA CAPRI | BOCA RATON | FL | 33428 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $250 |
| 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 | CARING FOR THE LAND OF ISRAEL | $1,000 |
| JEWISH COMMUNITY CENTERS OF GREATER BOSTON | ||||||
| 333 NAHANTON ST | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $25,000 |
| KIDS WISH NETWORK | ||||||
| 4060 LOUIS AVE | HOLIDAY | FL | 34691 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| PO BOX 9031 | PITTSFIELD | MA | 01202 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| MARCH OF DIMES | ||||||
| 114 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | PUBLIC CHARITY | TO SUPPORT THEIR CAUSE | $100 |
| MAYO CLINIC | ||||||
| 5777 E MAYO BLVD | PHOENIX | AZ | 85054 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $25 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| PO BOX 4002896 | DESMOINES | IA | 50340 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| METRO WEST JEWISH DAY SCHOOL | ||||||
| 29 UPPER JOCLYN AVE | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | SUPPORT FOR SCHOOL | $3,600 |
| MORGAN MEMORIAL | ||||||
| PO BOX 55009 | BOSTON | MA | 02205 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| MUSCULAR DYSTROPHY ASSOC | ||||||
| 3300 EAST SUNRISE DR | TUCSON | AZ | 85718 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $350 |
| MUSEUM OF SCIENCE | ||||||
| PO BOX 847144 | BOSTON | MA | 02284 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | ||||||
| 4600 EAST WEST HIGHWAY | BETHESDA | MD | 20814 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $200 |
| NEW ENGLAND BAPTIST HOSPITAL | ||||||
| 125 PARKER HILL AVE | ROXBURY CROSSING | MA | 02120 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $500 |
| NEWTON FIREFIGHTERS ASSOCIATION | ||||||
| 1000 COMMONWEALTH AVE | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | TO HONOR THOSE WHO DIED WHILE ON DUTY | $25 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | ||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 |
| OLD COLONY COUNCIL BSA | ||||||
| 2438 WASHINGTON ST | CANTON | MA | 02021 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,600 |
| OUTSIDE THE BOX | ||||||
| 300 FIRST AVE | NEEDHAM | MA | 02494 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $1,000 |
| OXFAM AMERICA | ||||||
| PO BOX 7011 | ALBERTLEA | MN | 56007 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $450 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 801 EIGHTEENTH STREET NW | WASHINHTON | DC | 20006 | PUBLIC CHARITY | SUPPORT VETERANS WHO HAVE EXPERIENCED SPINAL CORD IN | $100 |
| PARKINSONS DISEASE FOUNDATION | ||||||
| 135 PARKINSON AVE | STATEN ISLAND | NY | 10305 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $100 |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | PROVIDE SUPPORT TO INDIVIDUALS WITH VSIUAL IMPAIRMEN | $1,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | HELP FOR THE HOMELESS | $100 |
| PLANNED PARENTHOOD | ||||||
| PO BOX 97166 | WASHINHTON | DC | 20077 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $300 |
| PMC JIMMY FUND | ||||||
| 101 HUNTINGTON AVE | BOSTON | MA | 02199 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $500 |
| PRESCOTT FIRE DEPARTMENT ADMINISTRATION | ||||||
| 1700 IRON SPRINGS ROAD | PRESCOTT | AZ | 86305 | PUBLIC CHARITY | ASSIST FAMILIES OF LOST FIREFIGHTERS | $1,000 |
| PROJECT HOPE | ||||||
| PO BOX 35391 | BRIGHTON | MA | 02168 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| RALPH LOWELL SOCIETY | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $2,500 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | HELP FOR THE HOMELESS | $100 |
| SILENT SPRING INSTITUE | ||||||
| 29 CRAFTS STREET | NEWTON | MA | 02458 | PUBLIC CHARITY | BREAST CANCER RESEARCH | $1,500 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | TRAINING, UTILIZING, AND EMPOWERING LOCAL DOCTORS AN | $200 |
| SPECIAL OLYMPICS | ||||||
| PO BOX 322 | HATHORNE | MA | 01937 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| SSTAR KIDS | ||||||
| PO BOX 6214 | MIDDLETOWN | RI | 02842 | PUBLIC CHARITY | SUPPORT FOR SCHOLARSHIP PROGRAM | $100 |
| ST FRANCIS HOUSE | ||||||
| PO BOX 55859 | BOSTON | MA | 02205 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| SYNAGOGUE COUNCIL OF MASSACHUSETTS | ||||||
| 1320 CENTRE STREET | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $1,800 |
| TEMPLE BETH AVODAH | ||||||
| 45 PUDDINGSTON LANE | NEWTON | MA | 02459 | PUBLIC CHARITY | TO SUPPORT CONGREGATION UPHOLD JEWISH VALUES AND TRA | $1,000 |
| THE DAVID PROJECT | ||||||
| PO BOX 52390 | BOSTON | MA | 02205 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $250 |
| THE FOUNDATION FOR AIDS | ||||||
| PO BOX 96635 | WASHINTON | DC | 20090 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| UNICEF | ||||||
| 101 HUNTINGTON AVE | BOSTON | MA | 02199 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $200 |
| UNITED CEREBAL PALSY | ||||||
| PO BOX 96369 | WASHINTON | DC | 20090 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON DC | DC | 20024 | PUBLIC CHARITY | SUPPORT MUSEUM | $500 |
| ZAMIR CHORALE OF BOSTON | ||||||
| POBOX 590126 | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,425 | 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 | $2,632 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,725 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,010 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,994 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,994 | 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 | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $247,952 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4590 SHARES MORGAN STANLEY FOCUS GROWTH FUND | NoncashPropertyDesc |
| Fair Market Value | $247,952 | FairMarketValueAmt |
| Received | 2013-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,550 | Amt |
| Net Investment Income | $6,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCKS & SECURITIES | AT COST | $414,918 | $609,982 |
| STOCKS & SECURITIES | AT COST | $711,307 | $741,982 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS FOR CONTRIBUTIONS OF STOCK | Description |
| Amount | $175,338 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $6,870 | $6,870 | $0 |
| BANK CHARGES | $35 | $35 | $0 |
| SEVERENCE TAX | $108 | $108 | $0 |
| MISC. EXPENSES | $152 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $1,010 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,010 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,010 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | P/Y ADJ. | Description |
| Amount | $4,799 | Amount |
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 | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,129 | Amt |
| Net Investment Income | $2,129 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |