EDWARD PAYSON GEORGE CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD PAYSON GEORGE CHARITABLE TRUST (EIN 01-6162330)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-02
- IRS object ID
- 201440929349100109
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-02T15:16:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | 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 | 016162330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD PAYSON GEORGE CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6173064917 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 140334 CHARLES STREET STATION | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR E STROUT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173064917 | PhoneNum |
| Signature | 2014-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2014-03-24 | 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 | $5,717,763 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $34,486 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,486 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,558,179 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,261 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $265,635 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $321,140 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,375 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,094 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,094 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,017 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,339 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $438 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $713 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $805,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $805,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $845,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $831,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$579,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $309,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $250,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,525,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,525,959 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $256,792 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,356,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,465,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,465,109 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $706,566 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $357,400 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $357,400 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,140,108 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $369,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $369,295 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,710,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,717,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,717,763 | 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 | $5,710,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,717,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,710,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,717,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,710,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,717,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,710,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$579,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $587,189 | OtherIncreasesAmt |
| Subtotal | $5,717,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,717,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $1,541,499 | $1,371,918 | $169,581 | $169,581 | |
| CAPITAL GAINS DIVIDENDS | $16,680 | $16,680 | $16,680 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,261 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $864,006 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,890,488 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.146678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $638,267 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,346,333 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100573 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $600,539 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,639,982 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.129427 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $270,303 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,903,525 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.142001 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $61,683 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.145907 | DistributionYr5Rt |
| Total Distribution | 0.664586 | TotalDistributionRt |
| Average Distribution | 0.132917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,628,395 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $748,109 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $751,208 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $831,588 | 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 | $3,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $99 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARTHUR E STROUT | IndividualWithBooksNm |
| Phone | 6173064917 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 PINCKNEY STREET APT 701 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | 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 | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR E STROUT | ||||||||
| BOX 140334 CHARLES ST STATION | BOSTON | MA | 02114 | TRUSTEE | 1.00 | $15,000 | $0 | $0 |
| PAUL E LYNCH MD | ||||||||
| BOX 140334 CHARLES ST STATION | BOSTON | MA | 02114 | TRUSTEE | 1.00 | $15,000 | $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 | $4,825,923 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $888,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,714,107 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,714,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,628,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,099 | TotalTaxAmt |
| Distributable Before Adj | $278,321 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $278,321 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $278,321 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $831,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $831,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,099 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $828,489 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,321 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,865 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $176,106 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $370,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $324,233 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $572,480 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,449,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $831,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,321 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $553,267 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,002,712 | 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 | $5,865 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,996,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $176,106 | ExcessFromYear4Amt |
| Excess From Year3 | $370,761 | ExcessFromYear3Amt |
| Excess From Year2 | $324,233 | ExcessFromYear2Amt |
| Excess From Year1 | $572,480 | ExcessFromYear1Amt |
| Excess From Current Year | $553,267 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ARTHUR E STROUT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 140334 CHARLES STREET STATION | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173064917 | RecipientPhoneNum |
| Recipient Email Address | CALAES701@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PROVIDE A LETTER DETAILING THE PURPOSE AND AMOUNT OF GRANT ALONG WITH VERIFICATION OF 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS ACTION COMMITTEE OF MASSACHUSETTS | |||||||
| 75 AMORY STREET | BOSTON | MA | 02119 | N/A | PC | HEALTH | $290,000 |
| BEACON HILL CIVIC ASSOCIATION | |||||||
| 74 JOY STREET | BOSTON | MA | 02114 | N/A | PC | COMMUNITY SERVICES | $2,500 |
| BEACON HILL VILLAGE | |||||||
| 74 JOY STREET | BOSTON | MA | 02114 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| COMMUNITY MUSIC CENTER OF BOSTON | |||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | N/A | PC | EDUCATION | $4,000 |
| SOUTH END COMMUNITY HEALTH CENTER | |||||||
| 1601 WASHINGTON STREET | BOSTON | MA | 02118 | N/A | PC | HEALTH CARE | $150,000 |
| HALEY HOUSE INC | |||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | N/A | PC | COMMUNITY SERVICES | $4,000 |
| FENWAY COMMUNITY HEALTH CENTER INC | |||||||
| 1340 BOYLSTON STREET | BOSTON | MA | 02215 | PC | HEALTH CARE | $350,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $805,500 | 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 | $34,486 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,238 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129,916 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BRADFORD GORDON MASTER L.P.-INCOME FROM K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$5 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $265,635 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,635 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $1,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY INVESTMENTS | BondNm |
| EOY Book Value | $357,400 | EOYBookValueAmt |
| EOYFMV | $357,400 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $3,465,109 | EOYBookValueAmt |
| EOYFMV | $3,465,109 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY MUTUAL FUNDS | FMV | $366,828 | $366,828 |
| BRADFORD GORDON MASTER L.P. | FMV | $2,467 | $2,467 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $70 | $0 | $70 |
| OFFICE EXPENSES | $1,071 | $428 | $643 |
| FIDELITY ACCOUNT FEES | $10 | $10 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BRADFORD GORDON MASTER L.P.-INCOME FROM K-1 | Desc |
| Revenue And Expenses Per Books | -$5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$5 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$5 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON INVESTMENTS | Description |
| Amount | $587,189 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,339 | $2,339 | $0 |
| FEDERAL EXCISE TAX | $2,678 | $0 | $0 |