CAIL FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CAIL FAMILY FOUNDATION (EIN 20-2034269)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349102104
- Schema version
- 2010v3.4
- 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 Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T17:21:03-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7814070300 | Phone |
| Date Prepared | 2011-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1233325 | 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 | 1459 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1459 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 41992 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 41992 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 14526 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 117515 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14526 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1661 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1661 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 309638 | TotalRevenueAndExpenses |
| Total Net Investment Income | 59638 | 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 | 2350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1175 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2968 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2409 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6274 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6274 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11592 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9858 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 89634 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 89634 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 101226 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9858 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 89634 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 208412 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 49780 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1234 | CashBOY |
| Cash EOY | 243 | CashEOY |
| Cash EOYFMV | 243 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 254466 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 219279 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 219279 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 713334 | InvestmentsOtherBOY |
| Investments Other EOY | 955803 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1012650 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 1153 | OtherAssetsEOY |
| Other Assets EOYFMV | 1153 | OtherAssetsEOYFMV |
| Total Assets BOY | 969034 | TotalAssetsBOY |
| Total Assets EOY | 1176478 | TotalAssetsEOY |
| Total Assets EOYFMV | 1233325 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 968 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 968 | 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 | 968066 | RetainedEarningsBOY |
| Retained Earnings EOY | 1176478 | RetainedEarningsEOY |
| Total Net Assets BOY | 968066 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1176478 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 969034 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1176478 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 968066 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 208412 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1176478 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1176478 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 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 |
|---|---|---|---|---|---|---|---|
| 2000 SIAM CEMENT CO | P | 2009-05-07 | 2010-06-18 | 15585 | 7078 | 8507 | 8507 |
| 397 CIA ENERGETICA | P | 2008-01-31 | 2010-05-10 | 6199 | 4564 | 1635 | 1635 |
| 422 ENERVEST DIVERSIFIED | P | 2008-01-31 | 2010-09-09 | 6021 | 6597 | -576 | -576 |
| 70 FREEPORT MCMORAN COPPER & GOLD | P | 2009-01-28 | 2010-02-11 | 7361 | 3558 | 3803 | 3803 |
| 100 ISHARES IBOXX | P | 2009-05-18 | 2010-06-04 | 10525 | 9726 | 799 | 799 |
| 658.514 LOOMIS SAYLES BOND | P | 2009-04-14 | 2010-06-01 | 8837 | 7000 | 1837 | 1837 |
| 330 SPDR SERTR | P | 2008-03-31 | 2010-12-29 | 18763 | 20589 | -1826 | -1826 |
| 110 SOCIEDAD QUIMICA Y | P | 2009-05-06 | 2010-05-10 | 3843 | 3544 | 299 | 299 |
| 400 CELLCOM ISRAEL LTD | P | 2009-09-29 | 2010-05-10 | 11532 | 12350 | -818 | -818 |
| 2000 HUTCHISON WHAMPOA | P | 2009-06-02 | 2010-05-11 | 13315 | 14432 | -1117 | -1117 |
| CIA ENERGETICA | P | 2010-05-11 | 2010-05-11 | 11 | 11 | 11 | |
| 420 GDF SUEZ SPON ADR | P | 2010-06-17 | 2010-11-11 | 15523 | 13551 | 1972 | 1972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14526 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 63423 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2320 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 27.337500 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 74654 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 601542 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | .124104 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 18905 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 381618 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | .049539 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 292409 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0 | DistributionRatioYear4 |
| Total Distribution Ratio | 27.511143 | TotalDistributionRatio |
| Average Distribution Ratio | 6.877786 | AverageDistributionRatio |
| Net Noncharitable Assets | 9010 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 61969 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 498 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 62467 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 89634 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 498 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 498 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 498 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 500 | TaxPaidWithExtension |
| Total Credits And Payments | 500 | TotalCreditsAndPayments |
| Overpayment | 2 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 2 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9147 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9147 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9147 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 137 | CashDeemedCharitable |
| Net Noncharitable Assets | 9010 | NetNoncharitableAssets |
| Minimum Investment Return | 451 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 451 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 498 | TaxBasedOnInvestmentIncome |
| Total Tax | 498 | TotalTax |
| Distributable Amount Before Adj | 0 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 0 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 89634 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 89634 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 498 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 89136 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 31466 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 63708 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 95174 | TotalExcessDistriCarryover |
| Qualifying Distributions | 89634 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 89634 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 184808 | 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 | 184808 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 31466 | ExcessFromYear2 |
| Excess From Year1 | 63708 | ExcessFromYear1 |
| Excess From Current Year | 89634 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (61 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AJE HAITI EARTHQUAKE | ||||||
| 27 S LAPATERA LANE | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | AID FOR EARTHQUAKE VICTIMS | $1,000 |
| ALZHEIMER ASSOCIATION | ||||||
| 311 ARSENAL STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | TO SUPPORT RESEARCH FOR A CURE | $100 |
| AMERICANS FOR PEACE AND TOLERANCE | ||||||
| 15 MAIN ST | WATERTOWN | MA | 02472 | PUBLIC CHARITY | TO SUPPORT CAUSE | $500 |
| AMERICAN RED CROSS | ||||||
| 139 MAIN ST | CAMBRIDGE | MA | 02142 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $200 |
| ANTI DEFAMATION LEAGUE | ||||||
| 18 TREMONT STREET SUITE 700 | BOSTON | MA | 02108 | PUBLIC CHARITY | TO PROMOTE WORLD TOLERANCE AND MUTUAL RESPECT | $5,000 |
| AMERICAN SOCIETY FOR YAD VASHEM INC | ||||||
| 500 FIFTH AVE | NEW YORK | NY | 10110 | PUBLIC CHARITY | SUPPORT | $500 |
| AUTISM SPEAKS | ||||||
| 1060 STATE ROAD | PRINCETON | NJ | 02110 | PUBLIC CHARITY | SUPPORT TO PROGRAMS | $100 |
| BAILEY'S TEAM | ||||||
| 164 WESTSIDE AVENUE | NORTH ATTLEBORO | MA | 02760 | PUBLIC CHARITY | SUPPORT INDIVIDUALS & FAMILIES LIVING WITH AUTISM | $500 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||
| 33 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | PROVIDE ADVANCED HEALTH CARE | $500 |
| BOSTON JEWISH FILM FESTIVAL | ||||||
| 1001 WATERTOWN ST | WEST NEWTON | MA | 02465 | PUBLIC CHARITY | SUPPORT THE ARTS | $2,020 |
| BOSTON SYMPHONY | ||||||
| HUNTINGTON AVENUE | BOSTON | MA | 02215 | PUBLIC CHARITY | SUPPORT THE ARTS | $350 |
| BOSTON FOUNDATION FOR THE SIGHT | ||||||
| 464 HILLSIDE AVE | NEEDHAM | MA | 02494 | PUBLIC CHARITY | SUPPORT FOR CAUSE | $1,000 |
| BRIGHAM & WOMENS HOSPITAL | ||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | PUBLIC CHARITY | ADVANCE PROMISING RESEARCH, SUSTAIN CLINICAL PROGRAMS | $1,000 |
| BRANDEIS UNIVERSITY | ||||||
| PO BOX 549110 | WALTHAM | MA | 02454 | PUBLIC CHARITY | SUPPORT BRANDEIS UNIVERSITY | $650 |
| CAMERA | ||||||
| POBOX 35040 | BOSTON | MA | 02135 | PUBLIC CHARITY | SUPPORT FOR THE MEDIA COVERAGE OF ISREAL AND THE MID | $250 |
| CARE GIFT CENTER | ||||||
| PO BOX 7039 | MERRIFIELD | VA | 22116 | PUBLIC CHARITY | AID FOR EARTHQUAKE VICTIMS | $2,000 |
| CHABAD CENTER | ||||||
| 491 COMMONWEALTH AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $100 |
| CENTRAL ASIA INSTITUE | ||||||
| PO BOX 7209 | BOSEMAN | MT | 59771 | PUBLIC CHARITY | EDUCATIONATION IN REMOTE AREAS | $1,000 |
| 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 | HELP JEWISH FAMILIES IN NEED | $33,000 |
| CROHN'S & COLITIS | ||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PUBLIC CHARITY | FINDING THE CURE FOR CROHN'S DISEASE AND ULCERATIVE | $250 |
| FACING HISTORY & OURSELVES | ||||||
| 16 HURD RD | BROOKLINE | MA | 02454 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $100 |
| FENWAY HEALTH DEVE | ||||||
| 1340 BOYLSTON ST | BOSTON | MA | 02215 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $200 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | PUBLIC CHARITY | FOR CANCER RESEARCH TREATMENT AND CARE. | $2,150 |
| GANN ACADEMY | ||||||
| 333 FOREST ST | WALTHAM | MA | 02452 | PUBLIC CHARITY | SUPPORT | $500 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | MEALS FOR LESS FORTUNATE | $1,200 |
| HADASSAH | ||||||
| 50 W 58TH STREET | NEW YORK | NY | 10016 | PUBLIC CHARITY | SUPPORT | $25 |
| HARRIET ABRAMSON CANCER FOUNDATION | ||||||
| 50 COUNTRYSIDE ROAD | NEWTON | MA | 02494 | PUBLIC CHARITY | SUPPORT FOR REARCH | $100 |
| HEBREW SENIOR LIFE | ||||||
| 1220 CENRE ST | BOSTON | MA | 02131 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $50 |
| HEBREW COLLEGE | ||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | SUPPORT AND MAINTAIN THE COLLEGE | $995 |
| JEWISH DISASTER RELIEF FUND | ||||||
| 17469 ZIA CAPRI | BOCA RATON | FL | 33428 | PUBLIC CHARITY | SUPPORT SERVICES FOR JEWISH FAMILIES THROUGOUT GREAT | $100 |
| JEWISH COMMUNITY DAY SCHOOL | ||||||
| 57 STANLEY AVENUE | WATERTOWN | MA | 02472 | PUBLIC CHARITY | SUPPORT THE SCHOOL TO CONTINUE ITS PROGRAMS | $10,000 |
| JEWISH COMMUNITY CENTER FOR ELDERLY | ||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | PUBLIC CHARITY | PROVIDE SUPPORT FOR QUALITY HOUSING FOR SENIOR CITIZ | $7,650 |
| JEWISH NATIONAL FUND | ||||||
| 77 FRANKLIN ST SUITE 514 | BOSTON | MA | 02110 | PUBLIC CHARITY | CARING FOR THE LAND OF ISRAEL | $1,500 |
| MEDIC ALERT FOUNDATION | ||||||
| 2323 COLORAD AVE | TURLOCK | CA | 95382 | PUBLIC CHARITY | SUPPORT | $65 |
| MARCH OF DIMES | ||||||
| 114 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | PUBLIC CHARITY | REARCH SUPPORT | $100 |
| MEIR PANIM | ||||||
| 5316 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | PUBLIC CHARITY | SUPPORT | $36 |
| METRO WEST JEWISH DAY SCHOOL | ||||||
| 29 UPPER JOCLYN AVE | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | SUPPORT FOR SCHOOL | $2,150 |
| MESOTHELIOMA APPLIED REASEARCH FOUNDATION | ||||||
| 1317 KING STREET | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | CRITICAL RESEARCH, ADVOCATE IN WASHINGTON, D.C. FOR GREATER FEDERAL FUNDING, | $100 |
| NATIONAL MULTIPLE SCLEROSIS | ||||||
| 101A FIRST AVE SUITE 6 | WALTHAM | MA | 02451 | PUBLIC CHARITY | SUPPORT MS RESEARCH AND CARE | $300 |
| NEW ENGLAND BAPTIST HOSPITAL | ||||||
| 1000 COMMONWEALTH AVE | NEWTON CENTRE | MA | 02459 | PUBLIC CHARITY | TO HONOR THOSE WHO DIED WHILE ON DUTY | $450 |
| NEWTON POLICE MEMORIAL ASSOC | ||||||
| 1321 WASHINGTON ST | WEST NEWTON | MA | 02465 | PUBLIC CHARITY | TO ASSIST POLICE OFFICERS AND FAMILIES IN TIME OF NE | $25 |
| NEWTON WELLESLEY HOSPITAL | ||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | PUBLIC CHARITY | TO SUPPORT THE HOSPITAL TO CONTINUE ITS PATIENT CARE | $500 |
| NORTHEASTERN UNIVERSITY | ||||||
| HUNTINGTON AVENUE | BOSTON | MA | 02215 | PUBLIC CHARITY | SUPPORT JEWISH CAMPUS LIFE | $500 |
| OU ISRAEL | ||||||
| 11 BROADWAY | NEW YORK | NY | 02494 | PUBLIC CHARITY | SUPPORT | $18 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 801 EIGHTEENTH STREET NW | WASHINHTON | DC | 20006 | PUBLIC CHARITY | SUPPORT VETERANS WHO HAVE EXPERIENCED SPINAL CORD IN | $50 |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | PROVIDE SUPPORT TO INDIVIDUALS WITH VSIUAL IMPAIRMEN | $1,000 |
| PMC JIMMY FUND | ||||||
| 101 HUNTINGTON AVE | BOSTON | MA | 02199 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $300 |
| THE ROSENTHAL SOCIETY | ||||||
| 464 HILLSIDE AVENUE SUITE 205 | NEEDHAM | MA | 02494 | PUBLIC CHARITY | ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $100 |
| RUSSIAN JEWISH COMMUNITY FUND | ||||||
| 1674 BEACON ST | BROOKLINE | MA | 02445 | PUBLIC CHARITY | TO PRESERVE AND ENHANCE THE JEWISH IDENTITY AMONG RU | $100 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | PUBLIC CHARITY | TRAINING, UTILIZING, AND EMPOWERING LOCAL DOCTORS AND HOSPITALS TO PROVIDE T | $100 |
| ST TIMOTHY'S PARISH | ||||||
| 650 NICHOLE ST | NORWOOD | MA | 02062 | PUBLIC CHARITY | SUPPORT | $1,000 |
| SOUTHERN POVERTY LAW | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | TO FIGHT THE EXPLOITATION OF GUESTWORKERS | $2,000 |
| TEMPLE BETH AVODAH | ||||||
| 45 PUDDINGSTON LANE | NEWTON | MA | 02459 | PUBLIC CHARITY | TO SUPPORT CONGREGATION UPHOLD JEWISH VALUES AND TRADITIONS | $600 |
| TEMPLE ISRAEL | ||||||
| LONGWOOD AVE | BOSTON | MA | 02459 | PUBLIC CHARITY | TO SUPPORT CONGREGATION UPHOLD JEWISH VALUES AND TRADITIONS | $100 |
| THE DAVID PROJECT | ||||||
| PO BOX 52390 | BOSTON | MA | 02205 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $500 |
| UNIVERSITY OF MIAMI | ||||||
| 139 MAIN ST | CORAL GABLES | FL | 33124 | PUBLIC CHARITY | SUPPORT MIAMI UNIVERSITY | $350 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON DC | DC | 200242126 | PUBLIC CHARITY | SUPPORT MUSEUM | $100 |
| WGBH | ||||||
| 125 WESTERN AVE | ALLSTON | MA | 02134 | PUBLIC CHARITY | SUPPORT WGBH PROGRAMS | $2,000 |
| ZAMIR CHORALE OF BOSTON | ||||||
| POBOX 590126 | NEWTON | MA | 02459 | PUBLIC CHARITY | TO PROVIDE MUSICAL AND EDUCATIONAL PROGRAMMING | $1,000 |
| ZAKIM CENTER FOR SPECIAL EVENTS | ||||||
| DANA FARBER CENTER | BOSTON | MA | 02115 | PUBLIC CHARITY | SUPPORT RESEARCH | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 89634 | 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 | $1,459 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,992 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $1,661 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $14,526 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $59,638 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 59638 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,350 | Amount |
| Net Investment Income | 1175 | 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 | 293820 | 297447 |
| STOCKS & SECURITIES | AT COST | 661983 | 715203 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCHANGE | Description |
| EOY Book Value | 1153 | EOYBookValue |
| EOYFMV | 1153 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISC EXPENSES | 1500 | 1500 | 0 |
| INVESTMENT FEES | 4532 | 4532 | 0 |
| BANK CHARGES | 242 | 242 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTY INCOME | Description |
| Revenue And Expenses Per Books | 1661 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1661 | NetInvestmentIncome |
| Adjusted Net Income | 1661 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED INTEREST | Description |
| BOY Book Value | 968 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
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 | $2,409 | 2409 | 0 |
| STATE TAXES | $125 | 0 | 0 |
| FEDERAL TAX | $434 | 0 | 0 |