RABE FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RABE FAMILY FOUNDATION INC (EIN 46-3894725)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349102717
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T11:53:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463894725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RABE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RABE | BusinessNameControlTxt |
| Phone | 6179165585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 HEATH STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ART RABE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6179165585 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY HANOVER CPA | PreparerPersonNm |
| PTIN | P01919277 | PTIN |
| Phone | 9133382727 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,966,083 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $171,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,880,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,631,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,880,233 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$750 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,052,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,050,678 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,086 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,086 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,823 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,809 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $284,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,767,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,973,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,963 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $170,125 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $6,209,859 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,120,138 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,897,319 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $805 | OtherAssetsBOYAmt |
| Other Assets EOY | $801 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $801 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,421,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,188,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,966,083 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $6,421,346 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,188,902 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,421,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,188,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,421,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,188,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,421,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,767,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,189,235 | SubtotalAmt |
| Other Decreases | $333 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,188,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB ACCOUNT #0624 | P | 2025-12-31 | $1,573,116 | $1,588,283 | -$15,167 | -$15,167 |
| CHARLES SCHWAB ACCOUNT #0624 | P | 2025-12-31 | $7,918,733 | $5,022,431 | $2,896,302 | $2,896,302 |
| CHARLES SCHWAB ACCOUNT #5336 | P | 2025-12-31 | $138,661 | $140,905 | -$2,244 | -$2,244 |
| WESTERN MIDSTREAM LP ORDINARY GAIN | P | 2025-12-31 | $1,091 | $1,091 | $1,091 | |
| CAPITAL GAINS DIVIDENDS | P | $251 | $251 | $251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,880,233 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $29,656 | 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 | Yes (1) | 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 | ART RABE | IndividualWithBooksNm |
| Phone | 6179165585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 HEATH STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ART RABE | ||||||||
| 155 HEATH STREET | CHESTNUT HILL | MA | 02467 | PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| PAULA RABE | ||||||||
| 155 HEATH STREET | CHESTNUT HILL | MA | 02467 | VICE PRESIDENT | 1.00 | $0 | $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 | $9,228,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,277,712 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,277,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,138,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $456,927 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $456,927 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,336 | TotalTaxAmt |
| Distributable Before Adj | $415,591 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $415,591 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $415,591 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $415,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $235,060 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $319,340 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $554,400 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $227,991 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $227,991 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $326,409 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $326,409 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,069 | ExcessFromYear3Amt |
| Excess From Year2 | $319,340 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ART RABE | ContributingManagerNm |
| Contributing Manager | PAULA RABE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 |
| ANIMAL RESCUE LEAGUE OF BOSTON | ||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 |
| ASPCA | ||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,300 |
| BEAVER COUNTRY DAY SCHOOL | ||||||
| 791 HAMMOND ST | CHESNUT HILL | MA | 02467 | PC | GENERAL CHARITABLE CONTRIBUTION | $25,000 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| BOSTON MEDICAL CENTER | ||||||
| 840 HARRISON AVE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| BROWN UNIVERSITY | ||||||
| 75 WATERMAN ST | PROVIDENCE | RI | 02912 | PC | GENERAL CHARITABLE CONTRIBUTION | $25,000 |
| DANA FARBER | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | PC | GENERAL CHARITABLE CONTRIBUTION | $15,000 |
| EARTH JUSTICE | ||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| ENVIRONMENT DEFENSE FUND | ||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| GIFFORD CAT SHELTER | ||||||
| 30 UNDINE RD | BRIGHTON | MA | 02135 | PC | GENERAL CHARITABLE CONTRIBUTION | $500 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 |
| HUMANE WORLD FOR ANIMALS | ||||||
| 1255 23RD NW STE 450 | WASHINGTON | DC | 20037 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| MSPCA | ||||||
| 350 S HUNTINGTON AVE | JAMAICA PLAIN | MA | 02130 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 |
| MUSUEM OF SCIENCE | ||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | PC | GENERAL CHARITABLE CONTRIBUTION | $36,000 |
| NEWTON FOOD PANTRY | ||||||
| 1000 COMMONWEALTH AVE | NEWTON | MA | 02459 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| OXFAM | ||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $3,000 |
| PLANNED PARENTHOOD | ||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 |
| ROSIES PLACE | ||||||
| 889 HARRISON AE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $6,000 |
| ST JUDE'S CHILDREN'S RESEARCH HOPE | ||||||
| 4TH AVE | BURLINGTON | MA | 01803 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 |
| UNICEF USA | ||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 |
| WALKER HOME AND SCHOOL | ||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | PC | GENERAL CHARITABLE CONTRIBUTION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,615 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,880,233 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WESTERN MIDSTREAM LP | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$750 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$750 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,051,848 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,051,098 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB ACCOUNT #5336 - EXCHANGE TRADED FUNDS | AT COST | $1,238,992 | $1,230,260 |
| CHARLES SCHWAB ACCOUNT #0624 - OTHER ASSETS | AT COST | $7,717,602 | $8,496,968 |
| AT COST | $163,544 | $170,091 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $805 | BOYBookValueAmt |
| EOY Book Value | $801 | EOYBookValueAmt |
| EOYFMV | $801 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT ON WESTERN MIDSTREAM LP ACTIVITY | Desc |
| Amt | $333 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WESTERN MIDSTREAM LP | Desc |
| Revenue And Expenses Per Books | -$750 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$750 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $70,086 | Amt |
| Net Investment Income | $70,086 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ART AND PAULA RABE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 HEATH ST | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $6,809 | $6,809 | $0 |
| FEDERAL TAXES | $20,014 | $0 | $0 |