CAIL FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CAIL FAMILY FOUNDATION (EIN 20-2034269)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-14
IRS object ID: 201232279349100863
Schema version: 2011v1.2
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 Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-14T15:30:00-05:00	Timestamp
Tax Period End Date	2011-12-31	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	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	2011-01-01	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	2012-07-31	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DIANA BURNS	Name
PTIN	P00014911	PTIN
Phone	7814070300	Phone
Date Prepared	2012-07-30	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1335479	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	266419	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	1232	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1232	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	55514	DividendsRevAndExpnss
Dividends Net Invst Incm	55514	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-44117	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	272489	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	3074	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	3074	OtherIncomeNetInvstIncm
Total Revenue And Expenses	282122	TotalRevenueAndExpenses
Total Net Investment Income	59820	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	2985	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2985	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	3903	TaxesRevAndExpnss
Taxes Net Invst Incm	3278	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	7604	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	7329	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	14492	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	13592	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	146465	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	146465	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	160957	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	13592	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	146465	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	121165	ExcessOfRevenueOverExpenses
Net Investment Income	46228	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	243	CashBOY
Cash EOY	1095	CashEOY
Cash EOYFMV	1095	CashEOYFMV
Savings And Temp Cash Invst BOY	219279	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	336930	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	336930	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	955803	InvestmentsOtherBOY
Investments Other EOY	983550	InvestmentsOtherEOY
Investments Other EOYFMV	996476	InvestmentsOtherEOYFMV
Other Assets BOY	1153	OtherAssetsBOY
Other Assets EOY	978	OtherAssetsEOY
Other Assets EOYFMV	978	OtherAssetsEOYFMV
Total Assets BOY	1176478	TotalAssetsBOY
Total Assets EOY	1322553	TotalAssetsEOY
Total Assets EOYFMV	1335479	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	1176478	RetainedEarningsBOY
Retained Earnings EOY	1322553	RetainedEarningsEOY
Total Net Assets BOY	1176478	TotalNetAssetsBOY
Total Net Assets EOY	1322553	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1176478	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1322553	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1176478	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	121165	ExcessOfRevenueOverExpenses
Other Increases	24910	OtherIncreases
Subtotal	1322553	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1322553	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (23 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
1020 ANNALY CAPITAL MNGT	P	2009-09-30	2011-09-20	8164	8227	-63	-63
570 ANNALY CAPITAL MNGT	P	2010-01-05	2011-09-20	10341	9893	448	448
550 ANNALY CAPITAL MNGT	P	2010-11-08	2011-09-20	9977	9782	195	195
430 ARCHER DANIELS	P	2010-03-09	2011-03-23	19398	18284	1114	1114
250 ARCHER DANIELS	P	2010-11-08	2011-03-23	11278	10442	836	836
700 CELLCOM ISRAEL	P	2011-03-16	2011-11-23	11816	21929	-10113	-10113
3.31 CIA ENERGETICA	P	2008-01-31	2011-03-08	58	38	20	20
35.68 CIA ENERGETICA	P	2008-05-09	2011-03-08	622		622	622
2600 DAYLIGHT ENERGY	P	2008-01-31	2011-11-11	25411	19508	5903	5903
EATON VANCE FLOATING	P		2011-08-10	20169	15050	5119	5119
580. ENERPLUS CORP	P	2010-03-08	2011-12-16	14059	13397	662	662
350. ENERPLUS CORP	P	2010-12-21	2011-12-16	8484	10629	-2145	-2145
684 ENERVEST DIVER	P	2011-01-04	2011-09-12	9919	10213	-294	-294
4800 MAP GROUP	P	2010-01-06	2011-12-21	3850	13837	-9987	-9987
5000 MAP GROUP	P	2010-11-16	2011-12-21	4011	15217	-11206	-11206
14000 MARINE HARVEST	P	2010-05-14	2011-10-03	5737	13397	-7660	-7660
13000 MARINE HARVEST	P	2010-11-16	2011-10-03	5327	13685	-8358	-8358
300 PARGESA HLDGS	P	2011-06-01	2011-07-28	26038	29164	-3126	-3126
5000. PERPETUAL ENERGY	P	2010-11-04	2011-07-13	14832	22112	-7280	-7280
560 POWERSHARES EXCHANGE	P	2011-12-17	2011-08-04	15482	13977	1505	1505
11579 VANGUARD GNMA	P	2009-10-16	2011-02-14	16757	17251	-494	-494
899.281 VANGUARD GNMA	P	2010-11-08	2011-02-14	9538	9819	-281	-281
1700 WESTERN ASSET	P	2008-01-31	2011-04-29	21221	20755	466	466

Field	Value	IRS element (for citing)
Capital Gain Net Income	-44117	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	89136	QualifyingDistributionsYear1
Noncharitable Assets Year1	1072114	NoncharitableAssetsYear1
Distribution Ratio Year1	0.083140	DistributionRatioYear1
Qualifying Distributions Year2	63423	QualifyingDistributionsYear2
Noncharitable Assets Year2	735293	NoncharitableAssetsYear2
Distribution Ratio Year2	0.086255	DistributionRatioYear2
Qualifying Distributions Year3	74654	QualifyingDistributionsYear3
Noncharitable Assets Year3	601542	NoncharitableAssetsYear3
Distribution Ratio Year3	0.124104	DistributionRatioYear3
Qualifying Distributions Year4	18905	QualifyingDistributionsYear4
Noncharitable Assets Year4	381618	NoncharitableAssetsYear4
Distribution Ratio Year4	0.049539	DistributionRatioYear4
Qualifying Distributions Year5	0	QualifyingDistributionsYear5
Noncharitable Assets Year5	292409	NoncharitableAssetsYear5
Distribution Ratio Year5	0.0	DistributionRatioYear5
Total Distribution Ratio	0.343038	TotalDistributionRatio
Average Distribution Ratio	0.068608	AverageDistributionRatio
Net Noncharitable Assets	1238455	NetNoncharitableAssets
Adjusted Noncharitable Assets	84968	AdjustedNoncharitableAssets
One Percent Net Investment Income	462	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	85430	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	146465	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	462	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	462	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	462	TaxBasedOnInvestmentIncome
Tax Paid With Extension	1200	TaxPaidWithExtension
Total Credits And Payments	1200	TotalCreditsAndPayments
Overpayment	738	Overpayment
Amount Credited To Next Year	738	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	DIANA T BURNS	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	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 (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	1035540	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	221775	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1257315	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1257315	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	18860	CashDeemedCharitable
Net Noncharitable Assets	1238455	NetNoncharitableAssets
Minimum Investment Return	61923	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	61923	MinimumInvestmentReturn
Tax Based On Investment Income	462	TaxBasedOnInvestmentIncome
Total Tax	462	TotalTax
Distributable Amount Before Adj	61461	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	61461	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	61461	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	146465	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	146465	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	462	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	146003	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	61461	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year3	31466	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	63708	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	89634	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	184808	TotalExcessDistriCarryover
Qualifying Distributions	146465	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	61461	AppliedToCurrentYear
Remaining Distri From Corpus	85004	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	269812	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	269812	ExcessDistriCyovToNextYear
Excess From Year3	31466	ExcessFromYear3
Excess From Year2	63708	ExcessFromYear2
Excess From Year1	89634	ExcessFromYear1
Excess From Current Year	85004	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (71 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
ALZHEIMER ASSOCIATION
311 ARSENAL STREET	WATERTOWN	MA	02472	PUBLIC CHARITY	TO SUPPORT RESEARCH FOR A CURE	$100
UJC FEDERATIONS CHARITABLE ORGANIZATION
WALL ST STATION	NEW YORK	NY	10268	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$513
AMERICAN RED CROSS
139 MAIN ST	CAMBRIDGE	MA	02142	PUBLIC CHARITY	ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS	$3,000
AMERICAN SOCIETY FOR YAD VASHEM INC
500 FIFTH AVE	NEW YORK	NY	10110	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$100
ARTHRITIS FOUNDATION
PO BOX 96280	WASHINGTON DC	DC	200906280	PUBLIC CHARITY	SUPPORT	$100
ANTI DEFAMATION LEAGUE
18 TREMONT 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	$500
BETH ISRAEL DEACONESS
33 BROOKLINE AVE	BOSTON	MA	02215	PUBLIC CHARITY	PROVIDE ADVANCED HEALTH CARE	$10,000
BOSTON 2013
55 MANDALAY ROAD	NEWTON	MA	02465	PUBLIC CHARITY	SUPPORT	$2,500
BOSTON FOUNDATION FOR THE SIGHT
464 HILLSIDE AVE	NEEDHAM	MA	02494	PUBLIC CHARITY	SUPPORT FOR CAUSE	$500
BOSTON JEWISH FILM FESTIVAL
1001 WATERTOWN ST	WEST NEWTON	MA	02465	PUBLIC CHARITY	SUPPORT THE ARTS	$2,500
BOSTON MARATHON JIMMY FUND WALK
210 NAHANTON STREET	NEWTON	MA	02459	PUBLIC CHARITY	SUPPORT FOR RUNNERS	$100
BOSTON SYMPHONY
HUNTINGTON AVENUE	BOSTON	MA	02215	PUBLIC CHARITY	SUPPORT THE ARTS	$350
BOYS TOWN
100 FLANAGAN BLVD PO BOX 5000	BOYS TOWN	NE	68000	PUBLIC CHARITY	SUPPORT FOR PROGAMS	$50
BRIGHAM & WOMENS HOSPITAL
116 HUNTINGTON AVE	BOSTON	MA	02116	PUBLIC CHARITY	ADVANCE PROMISING RESEARCH, SUSTAIN CLINICAL PROGRAM	$20,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON ST	BALTIMORE	MD	212013413	PUBLIC CHARITY	AID FOR NEEDY	$35
CARE
PO BOX 7039	MERRIFIELD	VA	22116	PUBLIC CHARITY	AID FOR EARTHQUAKE VICTIMS	$300
CHILDRENS HOSPITAL
PO BOX 414428	BOSTON	MA	022414428	PUBLIC CHARITY	SUPPORT FOR RESEARCH	$100
CJUI
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 CAUSE	$33,000
CROHN'S & COLITIS
386 PARK AVENUE SOUTH	NEW YORK	NY	10016	PUBLIC CHARITY	RESEARCH	$350
CYSTIC FIBROSIS FOUNDATION
PO BOX 96305	WASHINGTON DC	DC	200906308	PUBLIC CHARITY	SUPPORT FOR RESEARCH	$100
DANA FARBER CANCER INSTITUTE
44 BINNEY STREET	BOSTON	MA	02115	PUBLIC CHARITY	FOR CANCER RESEARCH TREATMENT AND CARE.	$7,500
DOCTORS WITHOUT BORDERS
PO BOX 5023	HAGERSTOWN	MD	217415023	PUBLIC CHARITY	SUPPORT FOR CAUSE	$75
EASTER SEALS
PO BOX 51410	BOSTON	MA	02205	PUBLIC CHARITY	SUPPORT	$50
FACING HISTORY & OURSELVES
16 HURD RD	BROOKLINE	MA	02454	PUBLIC CHARITY	SUPPORT	$200
FLORENCE & CHAFETZ HILLEL HOUSE BOSTON UNIVERSITY
213 BAYSTATE ROAD	BOSTON	MA	02125	PUBLIC CHARITY	SUPPORT PROGRAMS	$180
FOREVER HOME RESCUE NE
106 ADAMS STREET	MEDFIELD	MA	02052	PUBLIC CHARITY	SUPPORT	$100
FRANCIS OUIMET SCHOLARSHIP FUND
C/O SPRING VALLEY COUNTRY CLUB 25	SHARON	MA	02067	PUBLIC CHARITY	SUPPORT	$60	TIOT STREET
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVE	BOSTON	MA	02118	PUBLIC CHARITY	MEALS FOR LESS FORTUNATE	$500
GROWTH THRU LEARNING
14 FAIRFIELD STREET	MEDFORD	MA	02155	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$100
HOBART AND WILLIAM SMITH COLLEGES
527 WASHINGTON STREET	WELLESLEY	MA	02482	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$500
HABITAT FOR HUMANITY
PO BOX 1167	AMERICUS	GA	317099951	PUBLIC CHARITY	SUPPORT FOR CAUSE	$100
HEBREW COLLEGE
160 HERRICK ROAD	NEWTON CENTRE	MA	02459	PUBLIC CHARITY	SUPPORT AND MAINTAIN THE COLLEGE	$11,000
HEBREW SENIOR LIFE
1220 CENRE ST	BOSTON	MA	02131	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$250
JCHE
30 WALLINGFORD RD	BRIGHTON	MA	021354753	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$5,000
JEWISH COMMUNITY CENTERS OF GREATER BOSTON
333 NAHANTON STREET	NEWTON	MA	02459	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$200
JEWISH BIG BROTHER AND BIG SISTER
333 NAHANTON STREET	NEWTON	MA	02459	PUBLIC CHARITY	SUPPORT	$100
JEWISH COMMUNITY CENTER 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	$5,000
THE JEWISH INSTITUTE FOR NATIONAL SECURITY AFFIARS
1307 NEW YORK AVE	NEW YORK	NY	20005	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$500
JEWISH NATIONAL FUND
77 FRANKLIN ST SUITE 514	BOSTON	MA	02110	PUBLIC CHARITY	CARING FOR THE LAND OF ISRAEL	$1,000
MARINE TOYS FOR TOTS FOUNDATION
PO BOX 4002896	DES MOINES	IL	503402896	PUBLIC CHARITY	SUPPORT FOR CAUSE	$50
MARCH OF DIMES
114 TURNPIKE ROAD	WESTBOROUGH	MA	01581	PUBLIC CHARITY	SUPPORT FOR RESEARCH	$100
MEIR PANIM
5316 NEW UTRECHT AVE	BROOKLYN	NY	11219	PUBLIC CHARITY	SUPPORT	$36
MUSCULAR DYSTROPHY ASSOC
PO BOX 55009	BOSTON	MA	02205	PUBLIC CHARITY	SUPPORT FOR RESEARCH	$100
MORGAN MEMORIAL
PO BOX 55009	BOSTON	MA	02205	PUBLIC CHARITY	SUPPORT FOR THE NEEDY	$100
MUSEUM OF FINE ARTS
PO BOX 55237	BOSTON	MA	022058991	PUBLIC CHARITY	SUPPORT FOR THE ARTS	$250
MUSEUM OF SCIENCE
PO BOX 847123	BOSTON	MA	022847123	PUBLIC CHARITY	SUPPORT FOR LEARNING	$170
MYRA KRAFT GIVING BACK SCHOLARSHIP FUND
50 CONGRESS STREET	BOSTON	MA	02205	PUBLIC CHARITY	SUPPORT FOR THE CAUSE	$25
NEW ENGLAND BAPTIST HOSPITAL
1000 COMMONWEALTH AVE	NEWTON CENTRE	MA	02459	PUBLIC CHARITY	TO HONOR THOSE WHO DIED WHILE ON DUTY	$500
NEWTON FREE LIBRARY
330 HOMER STREET	NEWTON	MA	02459	PUBLIC CHARITY	SUPPORT	$50
NEWTON POLICE MEMORIAL ASSOC
1321 WASHINGTON ST	WEST NEWTON	MA	02465	PUBLIC CHARITY	TO ASSIST POLICE OFFICERS AND FAMILIES IN TIME OF NE	$35
NEWTON WELLESLEY HOSPITAL
2014 WASHINGTON STREET	NEWTON	MA	02462	PUBLIC CHARITY	SUPPORT	$1,000
PARALYZED VETERANS OF AMERICA
801 EIGHTEENTH STREET NW	WASHINHTON	DC	20006	PUBLIC CHARITY	SUPPORT VETERANS WHO HAVE EXPERIENCED SPINAL CORD INJURY	$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
60 EAST 56TH STREET 8TH FL	NEW YORK	NY	10022	PUBLIC CHARITY	SUPPORT FOR BREAST CANCER RESEARCH	$100
PLANNED PARENTHOOD
PO BOX 96735	WASHINGTON DC	DC	200777525	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$100
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	$2,000
SPECIAL OLYMPICS
PO BOX 322	HATHORNE	MA	019370322	PUBLIC CHARITY	SUPPORT FOR ATHLETES	$50
TAU BETA PI ASSOC
PO BOX 2697	KNOXVILLE	TN	379019910	PUBLIC CHARITY	SUPPORT	$100
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	TO SUPPORT PROGRAMS	$250
UNICEF
DEPT F PO BOX 27780	NEWARK	NJ	071017780	PUBLIC CHARITY	SUPPORT	$100
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE	WASHINGTON DC	DC	200242126	PUBLIC CHARITY	SUPPORT MUSEUM	$700
WGBH
125 WESTERN AVE	ALLSTON	MA	02134	PUBLIC CHARITY	SUPPORT WGBH PROGRAMS	$2,000
ZAKIM CENTER FOR SPECIAL EVENTS
DANA FARBER CENTER	BOSTON	MA	02115	PUBLIC CHARITY	SUPPORT RESEARCH	$300
ZAMIR CHORALE OF BOSTON
POBOX 590126	NEWTON	MA	02459	PUBLIC CHARITY	SUPPORT	$5,000
NATIONAL CONFERENCE OF SYNAGOGUE YOUTH
11 BROADWAY	NEW YORK	NY	10004	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$36
ALZHEIMER ASSOCIATION
MS 072 PO BOX 549110	WALTHAM	MA	02454	PUBLIC CHARITY	SUPPORT FOR PROGRAMS	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	146465	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	$1,232	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$55,514	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	15	ExclusionCode
Exclusion	$3,074	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$44,117	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$15,703	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	15703	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	266419	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$2,985	Amount
Net Investment Income	2985	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
STOCKS & SECURITIES	AT COST	303927	308393
STOCKS & SECURITIES	AT COST	679623	688083

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	EXCHANGE	Description
BOY Book Value	1153	BOYBookValue
EOY Book Value	978	EOYBookValue
EOYFMV	978	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
INVESTMENT FEES	7255	7255
BANK CHARGES	74	74
SEVERENCE TAX	275	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	ROYALTY INCOME	Description
Revenue And Expenses Per Books	3074	RevenueAndExpensesPerBooks
Net Investment Income	3074	NetInvestmentIncome
Adjusted Net Income	3074	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	ADJUSTMENT TO BASIS IN INVESTMENTS PER FIDELTIY	Description
Amount	$24,910	Amount

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
FOREIGN TAXES PAID	$3,278	3278
STATE TAXES	$125	0
FEDERAL TAX	$500	0