SANDS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SANDS FAMILY FOUNDATION (EIN 20-1034607)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202621359349104152
- 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 Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T15:25:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 17TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 201034607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GERALD SANDS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6179652000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 GREAT MEADOW ROAD | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD SANDS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179652000 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES N CICCONE | PreparerPersonNm |
| PTIN | P01274937 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2026-05-12 | 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 | $1,503,786 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,881 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,822 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,703 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,703 | 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 | $5,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,680 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $477 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,354 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,319 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,977 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,982 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,415 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $100,957 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $105,398 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $93,445 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $853,610 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $892,250 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,396,926 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $970,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,011,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,503,786 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,930 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,930 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,930 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,930 | 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 | $964,619 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,005,133 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $964,619 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,005,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $970,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,011,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $964,619 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,005,216 | SubtotalAmt |
| Other Decreases | $83 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,005,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF | $60,946 | $73,972 | -$13,026 | -$13,026 | |
| CAPITAL GAINS DIVIDENDS | $66,848 | $66,848 | $66,848 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,822 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,028 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,028 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | 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 | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $228 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GERALD SANDS | IndividualWithBooksNm |
| Phone | 6179652000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEWBRIDGE ON THE CHARLES 5301 GREAT | AddressLine1Txt |
| Address Line2 | MEADOW ROAD | AddressLine2Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD SANDS | ||||||||
| 5301 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LUCILLE SANDS | ||||||||
| 5301 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN J SANDS | ||||||||
| 5301 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID SANDS | ||||||||
| 5301 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONNA RAMSDELL | ||||||||
| 5301 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | TRUSTEE | 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 | $1,449,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,454,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,454,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,432,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,028 | TotalTaxAmt |
| Distributable Before Adj | $70,603 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,603 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,603 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,142 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,142 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,142 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $38,461 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALD SANDS | ContributingManagerNm |
| Contributing Manager | LUCILLE SANDS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| C/O SANDS FAMILY FOUNDATION | NEWBRIDGE ON THE CHARLES 5301 GR ME | DEDHAM | MA | 02026 | NONE | PC | UNRESTRICTED GIFT | $100 |
| AMERICAN HEART ASSOCIATION | ||||||||
| C/O SANDS FAMILY FOUNDATION | NEWBRIDGE ON THE CHARLES 5301 GR ME | DEDHAM | MA | 02026 | NONE | PC | UNRESTRICTED GIFT | $205 |
| AMERICAN RED CROSS | ||||||||
| 274 TREMONT ST | BOSTON | MA | 02116 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| AUTISM SPEAKS | ||||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 37148 | NONE | PC | UNRESTRICTED GIFT | $350 | |
| BIG BROTHERS BIG SISTERS OF AMERICA | ||||||||
| 2502 N ROCKY POINT DRIVE SUITE 100 | TAMPA | FL | 33607 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| BOSTON CHILDRENS | ||||||||
| 850 SUMMER STREET | SOUTH BOSTON | MA | 02127 | NONE | PC | UNRESTRICTED GIFT | $200 | |
| DANA FARBER JIMMY FUND | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PC | UNRESTRICTED GIFT | $200 | |
| DISABLED AMERICAN VETERANS | ||||||||
| 90 ASHCROFT STREET | DEDHAM | MA | 02026 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| FEED THE CHILDREN | ||||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| FEED THE HUNGRY FAMILY | ||||||||
| 516 ESSEX ST | LAWRENCE | MA | 01840 | NONE | PC | UNRESTRICTED GIFT | $200 | |
| FEEDING AMERICA | ||||||||
| 35 E WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVE NE SUITE | 2700 | ATLANTA | GA | 30303 | NONE | PC | UNRESTRICTED GIFT | $100 |
| HOME FOR LITTLE WANDERERS | ||||||||
| 10 GUEST STREET SUITE 3 | BOSTON | MA | 02135 | NONE | PC | UNRESTRICTED GIFT | $700 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| JEFFERSON FOUNDATION | ||||||||
| 126 S 9TH STREET SUITE 600 | PHILADELPHIA | PA | 19107 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| LAZARUS HOUSE MINISTRIES | ||||||||
| 412 HAMPSHIRE ST | LAWRENCE | MA | 01841 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| C/O SANDS FAMILY FOUNDATION | NEWBRIDGE ON THE CHARLES 5301 GR ME | DEDHAM | MA | 02026 | NONE | PC | UNRESTRICTED GIFT | $600 |
| MARCH OF DIMES FOUNDATION | ||||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINES | NY | 10605 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| MHHS FOUNDATION | ||||||||
| PO BOX 5005 | KENT | WA | 98064 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| SAFE PASSAGE | ||||||||
| 76 CARLTON DR | NORTHAMPTON | MA | 01060 | NONE | PC | UNRESTRICTED GIFT | $155 | |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| SAVE THE CHILDREN FEDERATION | ||||||||
| 501 KINGS HIGHWAY E 400 | FAIRFIELD | CT | 06825 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| SCHOLARHSIP AMERICA | ||||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| SHRINERS HOSPITAL | ||||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | UNRESTRICTED GIFT | $200 | |
| SINAI HOSPITAL | ||||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | NONE | PC | UNRESTRICTED GIFT | $2,500 | |
| SMILE TRAIN | ||||||||
| 633 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| SPECIAL OLYMPICS | ||||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| ST JUDE HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE MAIL STOP | 761 | MEMPHIS | TN | 38105 | NONE | PC | UNRESTRICTED GIFT | $800 |
| TEMPLE BETH SHALOM | ||||||||
| 670 HIGHLAND AVENUE | NEEDHAM HEIGHTS | MA | 02494 | NONE | PC | UNRESTRICTED GIFT | $2,652 | |
| THE JULIE FUND | ||||||||
| PO BOX 620657 | NEWTON LOWER FALLS | MA | 02462 | NONE | PC | UNRESTRICTED GIFT | $5,300 | |
| TUNNELS TO TOWERS | ||||||||
| 2361 HYLAN BLVD | STATEM ISLAND | NY | 10306 | NONE | PC | UNRESTRICTED GIFT | $200 | |
| UNITED SERVICE ORGANIZATION | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20090 | NONE | PC | UNRESTRICTED GIFT | $100 | |
| WEST END HOUSE | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PC | UNRESTRICTED GIFT | $5,080 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,142 | 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 | $29,881 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,822 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,703 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,703 | 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 | CategoryTxt |
| Amt | $5,930 | Amt |
| Net Investment Income | $5,930 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LOOMIS SAYLES INVESTMENT GRADE BOND CLASS Y | BondNm |
| EOY Book Value | $105,398 | EOYBookValueAmt |
| EOYFMV | $93,445 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EATON VANCE FLOATING RATE HIGH INCOME | AT COST | $25,000 | $23,540 |
| EDGEWOOD GROWTH FUND INSTI | AT COST | $193,991 | $203,157 |
| INVESCO S&P MIDCAP LOW | AT COST | $90,083 | $124,734 |
| ISHARES CORE MSCI EAFE ETF | AT COST | $109,639 | $162,817 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | AT COST | $49,581 | $60,498 |
| LORD ABBETT FLOATING RATE FUND CLASS I | AT COST | $25,000 | $24,219 |
| STATE STREET DOUBLELINE | AT COST | $32,276 | $27,249 |
| SPDR S&P 500 ETF TR | AT COST | $105,407 | $330,731 |
| VANGUARD INDEX FUNDS VANGUARD MID CAP ETF | AT COST | $80,915 | $174,132 |
| VANGUARD INDEX FUNDS VANGUARD SMALL CAP ETF | AT COST | $69,637 | $141,873 |
| ISHARES BITCOIN TRUST ETF | AT COST | $110,721 | $123,976 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $83 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $3,319 | $3,319 | $0 |
| STATE FILING FEE | $35 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITY | Desc |
| BOY Book Value | $5,930 | BOYBookValueAmt |
| EOY Book Value | $5,930 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAID | $1,203 | $0 | $0 |
| FOREIGN TAXES PAID | $477 | $477 | $0 |