MURRAY A JACOBSON FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MURRAY A JACOBSON FAMILY FOUNDATION (EIN 04-3307461)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-11
- IRS object ID
- 201330429349100303
- Schema version
- 2011v1.5
- 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 Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-11T09:28:44-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 34 SOUTHWEST PARK | AddressLine1 |
| City | WESTWOOD | City |
| State | MA | State |
| ZIP Code | 020901548 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043307461 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRAY A JACOBSON FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O NANCY JACOBSON | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MURR | NameControl |
| Phone | 6172446244 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 BENNINGTON STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 024581901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY JACOBSON | Name |
| Title | TRUSTEE | Title |
| Phone | 6172446244 | Phone |
| Date Signed | 2013-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA T BURNS CPA | Name |
| PTIN | P00014911 | PTIN |
| Phone | 7814070300 | Phone |
| Date Prepared | 2013-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 269591 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 11095 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11094 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12935 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 52447 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12935 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 8534 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 8534 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 32566 | TotalRevenueAndExpenses |
| Total Net Investment Income | 32565 | 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 |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 35 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 14 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2549 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18549 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14017 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32565 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 20776 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17871 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17871 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 241501 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 258423 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 251720 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 262277 | TotalAssetsBOY |
| Total Assets EOY | 276294 | TotalAssetsEOY |
| Total Assets EOYFMV | 269591 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 311514 | CapitalStockBOY |
| Capital Stock EOY | 311514 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -49237 | RetainedEarningsBOY |
| Retained Earnings EOY | -35220 | RetainedEarningsEOY |
| Total Net Assets BOY | 262277 | TotalNetAssetsBOY |
| Total Net Assets EOY | 276294 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 262277 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 276294 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 262277 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14017 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 276294 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 276294 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 400 SHS MICROSOFT | 1997-05-22 | 2011-11-16 | 10345 | 6031 | 4314 | 4314 |
| 100 SHS MICROSOFT | 2007-12-19 | 2011-11-16 | 2586 | 250 | 2336 | 2336 |
| 200 SHS CLOROX | 2010-12-31 | 2011-11-21 | 12848 | 12853 | -5 | -5 |
| 250 SHS PEPSICO | 2008-06-18 | 2012-03-12 | 15324 | 16574 | -1250 | -1250 |
| 200 SHS CVS CORP | 2000-03-30 | 2012-06-01 | 8889 | 3804 | 5085 | 5085 |
| 750 SHS ENTERPRISE PRODUCTS PARTNERS LP | 2007-12-26 | 2011-07-01 | 2455 | 2455 | 2455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12935 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 15905 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 270962 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058698 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15912 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 261959 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060742 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 15876 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 259107 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061272 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 16000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 332111 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048177 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 16000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 278301 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057492 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.286381 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057276 | AverageDistributionRatio |
| Net Noncharitable Assets | 273836 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 15684 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 326 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16010 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 651 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 651 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 651 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 853 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 853 | TotalCreditsAndPayments |
| Overpayment | 202 | Overpayment |
| Amount Credited To Next Year | 202 | 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 | 0 | 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 | NANCY JACOBSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6172446244 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 BENNINGTON STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 024581901 | 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 | 0 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MURRAY A JACOBSON | ||||||||
| 25 SUTTON DR | BOYNTON BEACH | FL | 33436 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| NANCY R JACOBSON | ||||||||
| 67 BENNINGTON STREET | NEWTON | MA | 02458 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DAVID E JACOBSON | ||||||||
| 50 JUDITH ROAD | NEWTON CTR | MA | 02459 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| SUSAN J FAIGEL | ||||||||
| 16 CLEARVIEW DRIVE | NATICK | MA | 01760 | TRUSTEE | 0.00 | 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 | 266282 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11724 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 278006 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 278006 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4170 | CashDeemedCharitable |
| Net Noncharitable Assets | 273836 | NetNoncharitableAssets |
| Minimum Investment Return | 13692 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13692 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 651 | TaxBasedOnInvestmentIncome |
| Total Tax | 651 | TotalTax |
| Distributable Amount Before Adj | 13041 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 13041 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 13041 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 16000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 16000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13041 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2095 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 552 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3169 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2990 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2547 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 11353 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13041 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2959 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 14312 | 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 | 2095 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 12217 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 552 | ExcessFromYear4 |
| Excess From Year3 | 3169 | ExcessFromYear3 |
| Excess From Year2 | 2990 | ExcessFromYear2 |
| Excess From Year1 | 2547 | ExcessFromYear1 |
| Excess From Current Year | 2959 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HEBREW SENIORLIFE | |||||||
| 1200 CENTRE ST | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | RESEARCH AND TRAINING | $5,000 |
| STARLIGHT CHILDREN'S FOUNDATION OF NEW ENGLAND | |||||||
| 715 BOYLSTON ST | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $5,000 |
| THE JIMMY FUND | |||||||
| PO BOX 9585 | BOSTON | MA | 02125 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $5,000 |
| THE KENNETH B SCHWARTZ CENTER | |||||||
| 101 MERRIMAC ST SUITE 603 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16000 | 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 | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,095 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | $8,534 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,935 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $32,566 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32566 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumber |
| Relationship Statement | MEANS OF INVESTMENT IN ORDER TO SUSTAIN FOUNDATION | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP - GRAY, GRAY & GRAY | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MARKETABLE SECURITIES | NameOfStock |
| EOY Book Value | 258423 | EOYBookValue |
| EOYFMV | 251720 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTAGE | Description |
| Revenue And Expenses Per Books | 14 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| BUCKEYE PARTNERS, LP | -52 | -52 | -52 |
| ENTERPRISE PRODUCTS PARTNERS LP | 8586 | 8586 | 8586 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEE | Category |
| Amount | $35 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |