CAIL FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CAIL FAMILY FOUNDATION (EIN 20-2034269)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201423219349101712
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-11-17T12:02:46-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042088368 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY GRAY & GRAY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202034269 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CAIL | NameControl |
| Phone | 7817695858 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FAITH KAPLAN | Name |
| Title | TRUSTEE | Title |
| Phone | 7817695858 | Phone |
| Date Signed | 2014-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KELLY A BERARDI | Name |
| PTIN | P01203181 | PTIN |
| Phone | 7814070300 | Phone |
| Date Prepared | 2014-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1448414 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 250000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1169 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1169 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 47767 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47767 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -37878 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 363613 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 971 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 971 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 262029 | TotalRevenueAndExpenses |
| Total Net Investment Income | 49907 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3545 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2220 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7188 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7104 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10733 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9324 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 188855 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 188855 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 199588 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9324 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 188855 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 62441 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 40583 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1095 | CashBOY |
| Cash EOY | 1416 | CashEOY |
| Cash EOYFMV | 1416 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 336930 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 347499 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 347499 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 50000 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 0 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 50000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 50000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Other BOY | 983550 | InvestmentsOtherBOY |
| Investments Other EOY | 981831 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1049499 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 978 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 1322553 | TotalAssetsBOY |
| Total Assets EOY | 1380746 | TotalAssetsEOY |
| Total Assets EOYFMV | 1448414 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1322553 | RetainedEarningsBOY |
| Retained Earnings EOY | 1380746 | RetainedEarningsEOY |
| Total Net Assets BOY | 1322553 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1380746 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1322553 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1380746 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1322553 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 62441 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1384994 | Subtotal |
| Other Decreases | 4248 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1380746 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (35 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| EV LG CP VL FD CL C | P | 2011-03-10 | 2012-03-09 | 18 | 19 | -1 | -1 |
| EV LG CP VL FD CL C | P | 2011-06-10 | 2012-03-09 | 37 | 38 | -1 | -1 |
| EV LG CP VL FD CL C | P | 2011-09-12 | 2012-03-09 | 74 | 74 | 0 | 0 |
| EV LG CP VL FD CL C | P | 2011-12-29 | 2012-03-09 | 185 | 186 | -1 | -1 |
| MFS RESEARCH INTL C | P | 2011-12-08 | 2012-03-09 | 357 | 428 | -71 | -71 |
| PUBLIC STORAGE INC | P | 2007-01-05 | 2012-03-09 | 50479 | 50005 | 474 | 474 |
| COLUMBIA MAR 21 | P | 2006-06-13 | 2012-03-09 | 21134 | 20608 | 526 | 526 |
| COLUMBIA MAR 21 | P | 2006-06-20 | 2012-03-09 | 211 | 205 | 6 | 6 |
| COLUMBIA MAR 21 | P | 2006-06-30 | 2012-03-09 | 9910 | 9664 | 246 | 246 |
| COLUMBIA MAR 21 | P | 2006-12-14 | 2012-03-09 | 50 | 48 | 2 | 2 |
| COLUMBIA MAR 21 | P | 2007-06-21 | 2012-03-09 | 421 | 411 | 10 | 10 |
| COLUMBIA MAR 21 | P | 2007-12-13 | 2012-03-09 | 636 | 620 | 16 | 16 |
| EV LG CP VL FD CL | P | 2010-12-30 | 2012-03-09 | 36856 | 37213 | -357 | -357 |
| MFS RESEARCH INTL C | P | 2010-12-09 | 2012-03-09 | 32347 | 39119 | -6772 | -6772 |
| AMERICAN CAP AGY CORP | P | 2012-04-11 | 2012-11-07 | 7057 | 6886 | 171 | 171 |
| ANNALY CAPITAL MANAGEMENT | P | 2012-04-11 | 2012-11-07 | 6487 | 6835 | -348 | -348 |
| FERROVIAL S A ADR | P | 2012-03-15 | 2012-04-03 | 11007 | 12023 | -1016 | -1016 |
| H&Q HEALTHCARE | P | 2012-06-29 | 2012-08-02 | 778 | 755 | 23 | 23 |
| HATTERAS FINL CORP | P | 2012-04-11 | 2012-11-14 | 5876 | 6786 | -910 | -910 |
| MFA FINL INC | P | 2012-04-11 | 2012-11-14 | 7328 | 6839 | 489 | 489 |
| SOUTHERN COPPER CORP | P | 2011-09-26 | 2012-06-28 | 11462 | 9716 | 1746 | 1746 |
| H&Q HEALTHCARE | P | 2011-10-03 | 2012-08-02 | 846 | 697 | 149 | 149 |
| SOUTHERN COPPER CORP | P | 2012-02-29 | 2012-02-29 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | P | 2011-01-10 | 2012-07-06 | 26239 | 33170 | -6931 | -6931 |
| ENERVEST DIVERSIFIED INCOME TR | P | 2011-01-04 | 2012-12-07 | 2007 | 2299 | -292 | -292 |
| CANADIAN OIL SANDS | P | 2010-11-08 | 2012-06-28 | 20725 | 35529 | -14804 | -14804 |
| ENERVEST DIVERSIFIED INCOME TR | P | 2008-01-31 | 2012-12-07 | 6257 | 7504 | -1247 | -1247 |
| H&Q HEALTHCARE | P | 2010-11-08 | 2012-05-24 | 20964 | 16848 | 4116 | 4116 |
| H&Q HEALTHCARE | P | 2011-06-30 | 2012-08-02 | 12959 | 9939 | 3020 | 3020 |
| HUGOTON RTY TEX | P | 2010-05-03 | 2012-04-18 | 12441 | 19306 | -6865 | -6865 |
| PEMBINA PIPELINE | P | 2010-03-18 | 2012-06-04 | 27561 | 15540 | 12021 | 12021 |
| REDWOOD TRUST | P | 2010-05-24 | 2012-11-16 | 8991 | 7954 | 1037 | 1037 |
| SAN JUAL BASIN | P | 2009-02-23 | 2012-06-05 | 5000 | 5951 | -951 | -951 |
| SAN JUAL BASIN | P | 2011-01-25 | 2012-06-05 | 7051 | 12817 | -5766 | -5766 |
| ZARGON OIL & GAS | P | 2012-06-26 | 2008-01-31 | 9862 | 25459 | -15597 | -15597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -37878 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 146003 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1238455 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.117891 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 89136 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1072114 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.083140 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 63423 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 735293 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.086255 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 74654 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 601542 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.124104 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18905 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 381618 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049539 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.460929 | TotalDistributionRatio |
| Average Distribution Ratio | 0.092186 | AverageDistributionRatio |
| Net Noncharitable Assets | 1293868 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 119277 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 406 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 119683 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 188855 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 406 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 406 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 406 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 738 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 738 | TotalCreditsAndPayments |
| Overpayment | 332 | Overpayment |
| Amount Credited To Next Year | 332 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KELLY A BERARDI | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7814070300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 1 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 1 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1025734 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 287838 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1313572 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1313572 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19704 | CashDeemedCharitable |
| Net Noncharitable Assets | 1293868 | NetNoncharitableAssets |
| Minimum Investment Return | 64693 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 64693 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 406 | TaxBasedOnInvestmentIncome |
| Total Tax | 406 | TotalTax |
| Distributable Amount Before Adj | 64287 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 64287 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 64287 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 188855 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 188855 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 406 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 188449 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 64287 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 31466 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 63708 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 89634 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 85004 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 269812 | TotalExcessDistriCarryover |
| Qualifying Distributions | 188855 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 64287 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 124568 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 394380 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 394380 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 31466 | ExcessFromYear4 |
| Excess From Year3 | 63708 | ExcessFromYear3 |
| Excess From Year2 | 89634 | ExcessFromYear2 |
| Excess From Year1 | 85004 | ExcessFromYear1 |
| Excess From Current Year | 124568 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (82 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALZHEIMER ASSOCIATION | ||||||
| 311 ARSENAL STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | TO SUPPORT RESEARCH FOR A CURE | $100 |
| ADOPT A PLATOON | ||||||
| PO BOX 5038 | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| AMERICAN RED CROSS | ||||||
| 139 MAIN ST | CAMBRIDGE | MA | 02142 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $1,100 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| PO BOX 1833 | MERRIFIELD | VA | 22116 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| AMERICAN LUNG ASSOC | ||||||
| 1301 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $50 |
| AMERICAN SOCIETY FOR YAD VASHEM INC | ||||||
| 500 FIFTH AVE | NEW YORK | NY | 10110 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| ARTHRITIS FOUNDATION | ||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | HELP EFFORTS TO PROVIDE HELP AND HOPE | $100 |
| ANTI DEFAMATION LEAGUE | ||||||
| 18 TTREMONT STREET SUITE 700 | BOSTON | MA | 02108 | PUBLIC CHARITY | TO PROMOTE WORLD TOLERANCE AND MUTUAL RESPECT | $5,000 |
| 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 | $15,000 |
| BETH ISRAEL DEACONESS | ||||||
| 33 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | BREAST CENTER RENOVATION FUND | $20,000 |
| BRANDEIS UNIVERSITY | ||||||
| PO BOX 549110 | WALTHAM | MA | 024549110 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 |
| BOSTON CHILDRENS HOSPITAL | ||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $600 |
| BOSTON JEWISH FILM FESTIVAL | ||||||
| 1001 WATERTOWN ST | WEST NEWTON | MA | 02465 | PUBLIC CHARITY | SUPPORT THE ARTS | $2,600 |
| BOSTON MARATHON JIMMY FUND CO JEAN PEARLSTEIN | ||||||
| 210 NAHANTON ST | NEWTON CTR | MA | 02465 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $300 |
| BOSTON SYMPHONY | ||||||
| HUNTINGTON AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | SUPPORT THE ARTS | $350 |
| BOYS TOWN | ||||||
| 200 FLANAGAN BLVD | BOYSTOWN | NE | 68010 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $50 |
| BOYS & GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS ST | BOSTON | MA | 02109 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| CARE GIFT CENTER | ||||||
| PO BOX 7039 | MERRIFIELD | VA | 22116 | 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 | $33,025 |
| CROHN'S & COLITIS | ||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PUBLIC CHARITY | SUPPORT FOR RESEARCH | $1,350 |
| 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. | $1,050 |
| DIABETES EDUCATION & TRAINING FUND | ||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $50 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5022 | HAGERSTOWN | MA | 21741 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $250 |
| FACING HISTORY & OURSELVES | ||||||
| 16 HURD RD | BROOKLINE | MA | 02454 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| GATEWAYS | ||||||
| 333 NAHANTON ST | NEWTON CTR | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $250 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | MEALS FOR LESS FORTUNATE | $500 |
| HABITAT FOR HUMANITY | ||||||
| PO BOX 1509 | AMERICUS | GA | 31709 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| HEBREW COLLEGE | ||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | SUPPORT AND MAINTAIN THE COLLEGE | $55,000 |
| HELP OUR WOUNDED | ||||||
| PO BOX 96361 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| JEWISH COMMUNITY HOUSING FOR ELDERLY | ||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | PUBLIC CHARITY | PROVIDE SUPPORT FOR QUALITY HOUSING FOR SENIOR CITIZ | $18,000 |
| JEWISH COMMUNITY DAY SCHOOL | ||||||
| 57 STANLEY AVENUE | WATERTOWN | MA | 02472 | PUBLIC CHARITY | SUPPORT THE SCHOOL TO CONTINUE ITS PROGRAMS | $5,100 |
| JEWISH DISASTER RELIEF FUND | ||||||
| 17469 ZIA CAPRI | BOCA RATON | FL | 33428 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $250 |
| JEWISH NATIONAL FUND | ||||||
| 77 FRANKLIN ST SUITE 514 | BOSTON | MA | 02110 | PUBLIC CHARITY | CARING FOR THE LAND OF ISRAEL | $1,000 |
| JEWISH FAMILY & CHILD SERVICES | ||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $500 |
| KIDS WISH NETWORK | ||||||
| PO BOX 0968 | WILTON | NH | 03086 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| PO BOX 9031 | PITTSFIELD | MA | 01202 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| PO BOX 4002896 | DESMOINES | IA | 50340 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| MARCH OF DIMES | ||||||
| 114 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| MEDIC ALERT FOUNDATION | ||||||
| 2323 COLORAD AVE | TURLOCK | CA | 95382 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| MUSCULAR DYSTROPHY ASSOC | ||||||
| 3300 EAST SUNRISE DR | TUCSON | AZ | 85718 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| METRO WEST JEWISH DAY SCHOOL | ||||||
| 29 UPPER JOCLYN AVE | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | SUPPORT FOR SCHOOL | $650 |
| MORGAN MEMORIAL | ||||||
| PO BOX 55009 | BOSTON | MA | 02205 | 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 |
| NAACP | ||||||
| PO BOX 64983 | BALTIMORE | MD | 21298 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| NIAMI WALKS | ||||||
| 3803 N FAIRFAX DR | ARLINGTON | VA | 22203 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $5,000 |
| NEWTON FIREFIGHTERS ASSOCIATION | ||||||
| 1000 COMMONWEALTH AVE | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | TO HONOR THOSE WHO DIED WHILE ON DUTY | $25 |
| NEWTON FREE LIBRARY | ||||||
| 330 HOMER ST | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| NEWTON POLICE MEMORIAL ASSOC | ||||||
| 1321 WASHINGTON ST | WEST NEWTON | MA | 02465 | PUBLIC CHARITY | TO ASSIST POLICE OFFICERS AND FAMILIES IN TIME OF NE | $30 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | ||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 |
| NORTHEASTERN UNIVERSITY | ||||||
| HUNTINGTON AVENUE | BOSTON | MA | 02215 | PUBLIC CHARITY | SUPPORT JEWISH CAMPUS LIFE | $100 |
| OLD COLONY COUNCIL BSA | ||||||
| 2438 WASHINGTON ST | CANTON | MA | 02021 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 |
| ONE FAMILY FUND | ||||||
| 1029 TEANECK RD | TEANECK | NJ | 07660 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| OXFAM AMERICA | ||||||
| PO BOX 7011 | ALBERTLEA | MN | 56007 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 801 EIGHTEENTH STREET NW | WASHINHTON | DC | 20006 | PUBLIC CHARITY | SUPPORT VETERANS WHO HAVE EXPERIENCED SPINAL CORD IN | $100 |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | PROVIDE SUPPORT TO INDIVIDUALS WITH VSIUAL IMPAIRMEN | $1,000 |
| PLAY FOR PINK | ||||||
| 25 TIOT STREET | SHARON | MA | 02067 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| PLANNED PARENTHOOD | ||||||
| PO BOX 97166 | WASHINHTON | DC | 20077 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $200 |
| PMC JIMMY FUND | ||||||
| 101 HUNTINGTON AVE | BOSTON | MA | 02199 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $250 |
| PROGERIA RESEARCH FOUNDATION | ||||||
| 20 ROBINSON RD | NATICK | MA | 01202 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 |
| PROJECT HOPE | ||||||
| PO BOX 35391 | BRIGHTON | MA | 02168 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| RUSSIAN JEWISH COMMUNITY FUND | ||||||
| 1674 BEACON ST | BROOKLINE | MA | 02445 | PUBLIC CHARITY | TO PRESERVE AND ENHANCE THE JEWISH IDENTITY AMONG RU | $250 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | PUBLIC CHARITY | TRAINING, UTILIZING, AND EMPOWERING LOCAL DOCTORS AN | $100 |
| SOUTHERN POVERTY LAW | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | TO FIGHT THE EXPLOITATION OF GUESTWORKERS | $3,000 |
| SPECIAL OLYMPICS | ||||||
| PO BOX 322 | HATHORNE | MA | 01937 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| ST FRANCIS HOUSE | ||||||
| PO BOX 55859 | BOSTON | MA | 02205 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| TEMPLE BETH AVODAH | ||||||
| 45 PUDDINGSTON LANE | NEWTON | MA | 02459 | PUBLIC CHARITY | TO SUPPORT CONGREGATION UPHOLD JEWISH VALUES AND TRA | $1,025 |
| TEMPLE ISRAEL OF NATICK | ||||||
| LONGWOOD AVE | BOSTON | MA | 02459 | PUBLIC CHARITY | TO SUPPORT CONGREGATION UPHOLD JEWISH VALUES AND TRA | $25 |
| TEMPLE SHALOM OF MILTON | ||||||
| PO BOX 870275 | MILTON | MA | 02187 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $25 |
| 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 | $100 |
| THE PAP CORPS | ||||||
| 16878 KNIGHTSBRIDGE LANE | DELRAY BEACH | FL | 33484 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| THE VILNA SHUL | ||||||
| 18 PHILLIPS ST | BOSTON | MA | 02114 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $100 |
| UNICEF | ||||||
| 101 HUNTINGTON AVE | BOSTON | MA | 02199 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $100 |
| 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 | 200242126 | PUBLIC CHARITY | SUPPORT MUSEUM | $500 |
| UNIVERSITY OF MIAMI | ||||||
| 139 MAIN ST | CORAL GABLES | FL | 33124 | PUBLIC CHARITY | SUPPORT MIAMI UNIVERSITY | $500 |
| WGBH | ||||||
| 125 WESTERN AVE | ALLSTON | MA | 02134 | PUBLIC CHARITY | SUPPORT WGBH PROGRAMS | $2,500 |
| ZAMIR CHORALE OF BOSTON | ||||||
| POBOX 590126 | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 188855 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,169 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47,767 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $971 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$37,878 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,029 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12029 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MILTON L CAIL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 FLORENCE ST BLDG N 60 APT 3C | AddressLine1 |
| City | CHESTNUTHILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 250000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| STOCKS & SECURITIES | AT COST | 309934 | 337482 |
| STOCKS & SECURITIES | AT COST | 671897 | 712017 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCHANGE | Description |
| BOY Book Value | 978 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO BASIS IN INVESTMENTS PER FIDELTIY | Description |
| Amount | $4,248 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 7004 | 7004 | 0 |
| BANK CHARGES | 100 | 100 | 0 |
| SEVERENCE TAX | 84 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTY INCOME | Description |
| Revenue And Expenses Per Books | 971 | RevenueAndExpensesPerBooks |
| Net Investment Income | 971 | NetInvestmentIncome |
| Adjusted Net Income | 971 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MILTON CAIL | PersonName |
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 Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,220 | 2220 | 0 |
| STATE TAXES | $125 | 0 | 0 |
| FEDERAL TAX | $1,200 | 0 | 0 |