ROSENBERG FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROSENBERG FAMILY CHARITABLE FOUNDATION (EIN 04-2947174)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349101423
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T11:34:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 FEDERAL STREET SUITE 801 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 042947174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBERG FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O RICHARD SNIDER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 6179654590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 COTTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M SNIDER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179654590 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA KEOGH | PreparerPersonNm |
| PTIN | P01488646 | PTIN |
| Phone | 6172368098 | PhoneNum |
| Preparation | 2026-05-07 | 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 | $815,752 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $37,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $849,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,707 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$10,449 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,050 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $216,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,160 | 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 | $2,691 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,691 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $32 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,935 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,424 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,424 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,935 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,192 | CashBOYAmt |
| Cash EOY | $26,244 | CashEOYAmt |
| Cash EOYFMV | $26,244 | CashEOYFMVAmt |
| Corporate Stock BOY | $259,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $420,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $432,006 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $155,887 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $163,982 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $163,718 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $174,498 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $173,205 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $193,784 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $602,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $784,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $815,752 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $880,738 | CapitalStockBOYAmt |
| Capital Stock EOY | $880,738 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$278,337 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$96,383 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $602,401 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $784,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $602,401 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $784,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $602,401 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,954 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $784,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $784,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $849,563 | GrossSalesPriceAmt |
| Cost Or Other Basis | $710,856 | CostOrOtherBasisAmt |
| Gain Or Loss | $138,707 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $138,707 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,707 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $2,418 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | RICHARD M SNIDER | IndividualWithBooksNm |
| Phone | 6179654590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 COTTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M SNIDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84 COTTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $738,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $772,226 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $772,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $760,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,380 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,656 | IncomeTaxAmt |
| Total Tax | $11,036 | TotalTaxAmt |
| Distributable Before Adj | $26,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,996 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,996 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,460 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,996 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,100 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,100 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,360 | 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 | $25,636 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP | ||||||||
| 10 ORMS ST SUITE 2000 | PROVIDENCE | RI | 02904 | NONE | PC | OPERATING SUPPORT | $55 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 475 S ST W 13 | RAYNHAM | MA | 02767 | NONE | PC | OPERATING SUPPORT | $180 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 30 SPEEN ST | FRAMINGHAM | MA | 01701 | NONE | PC | OPERATING SUPPORT | $200 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PC | OPERATING SUPPORT | $79 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1 STATE ST 200 | PROVIDENCE | RI | 02908 | NONE | PC | OPERATING SUPPORT | $125 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| JACOB BLAUSTEIN BUILDING 165 EAST | NEW YORK | NY | 10022 | NONE | PC | OPERATING SUPPORT | $314 | 56TH STREET |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | NONE | PC | OPERATING SUPPORT | $1,200 | |
| AMERICAN MEDICAL WOMENS ASSOCIATION | ||||||||
| 12100 SUNSET HILL RD SUITE 130 | RESTON | VA | 20190 | NONE | PC | OPERATING SUPPORT | $75 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | OPERATING SUPPORT | $308 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PC | OPERATING SUPPORT | $75 | |
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||||
| 100 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | PC | OPERATING SUPPORT | $1,183 | |
| BOSTON CHILDRENS HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | OPERATING SUPPORT | $1,150 | |
| BOSTON CHILDREN'S MUSEUM | ||||||||
| 308 CONGRESS ST | BOSTON | MA | 02210 | NONE | PC | OPERATING SUPPORT | $260 | |
| BOSTON RESCUE MISSION | ||||||||
| 39 KINGSTON ST | BOSTON | MA | 02111 | NONE | PC | OPERATING SUPPORT | $55 | |
| BOYS AND GIRLS CLUB OF AMERICA | ||||||||
| 1275 PEACHTREE STEET NE | ATLANTA | GA | 30309 | NONE | PC | OPERATING SUPPORT | $53 | |
| BRIGHAM & WOMENS HOSPITAL LUNG CENTER | ||||||||
| 15 FRANCIS ST 2ND FLOOR BOSTON | BOSTON | MA | 02115 | NONE | PC | OPERATING SUPPORT | $325 | |
| BROADWAY CARES | ||||||||
| 165 WEST 47TH STREET 1300 | NEW YORK | NY | 10036 | NONE | PC | OPERATING SUPPORT | $103 | |
| BROOKLYN LAW SCHOOL | ||||||||
| 250 JORALEMON ST | BROOKLYN | NY | 11201 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| BUDDY DOG HUMANE SOCIETY | ||||||||
| 151 BOSTON POST RD | SUDBURY | MA | 01776 | NONE | PC | OPERATING SUPPORT | $75 | |
| CANCER RESEARCH CENTER | ||||||||
| 31 CENTER DRIVE | BETHESDA | MD | 20892 | NONE | PC | OPERATING SUPPORT | $620 | |
| CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | NONE | PC | OPERATING SUPPORT | $100 | |
| CHABAD ON THE VINEYARD | ||||||||
| 83 CAUSEWAY RD | VINEYARD HAVEN | MA | 02568 | NONE | PC | OPERATING SUPPORT | $100 | |
| CHILDRENS HOSPITAL LEAGUE | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | NONE | PC | OPERATING SUPPORT | $700 | |
| COMMUNITY FOUNDATION OF HOLLANDZEELAND | ||||||||
| 85 E 8TH ST STE 110 | HOLLAND | MI | 49423 | NONE | PC | OPERATING SUPPORT | $100 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PC | OPERATING SUPPORT | $1,918 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | OPERATING SUPPORT | $250 | |
| DANA FARBERTHE JIMMY FUND | ||||||||
| 10 BROOKLINE PL | BROOKLINE | MA | 02445 | NONE | PC | OPERATING SUPPORT | $100 | |
| DEARBORN ACADEMY BENEFIT | ||||||||
| 34 WINTER STREET | ARLINGTON | MA | 02474 | NONE | PC | OPERATING SUPPORT | $3,735 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | OPERATING SUPPORT | $100 | |
| EMERSON COLLEGE | ||||||||
| 120 BOYLSTON ST | BOSTON | MA | 02116 | NONE | PC | OPERATING SUPPORT | $100 | |
| FISHER HOUSE | ||||||||
| 11 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | PC | OPERATING SUPPORT | $100 | |
| FRIENDS OF THE IDF | ||||||||
| 1430 BROADWAY SUITE 1301 | NEW YORK | NY | 10018 | NONE | PC | OPERATING SUPPORT | $492 | |
| FOR GIRLS SAKE | ||||||||
| 550 KELLEY BLVD | NORTH ATTLEBORO | MA | 02760 | NONE | PC | OPERATING SUPPORT | $250 | |
| GUIDE DOGS FOR THE BLIND | ||||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | PC | OPERATING SUPPORT | $75 | |
| HADASSAH BOSTON | ||||||||
| 1320 CENTRE STREET SUITE 205 | NEWTON CENTRE | MA | 02459 | NONE | PC | OPERATING SUPPORT | $118 | |
| HILLEL INTERNATIONAL | ||||||||
| PO BOX 92994 | WASHINGTON | DC | 02994 | NONE | PC | OPERATING SUPPORT | $75 | |
| HOME FOR LITTLE WANDERERS | ||||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | NONE | PC | OPERATING SUPPORT | $75 | |
| HOSPICE OF CINCINNATI | ||||||||
| 4360 COOPER RD STE 300 | CINCINNATI | OH | 45242 | NONE | PC | OPERATING SUPPORT | $100 | |
| ISWS | ||||||||
| 7108 KATELLA AVE PMB 242 | STANTON | CA | 90680 | NONE | PC | OPERATING SUPPORT | $50 | |
| JEWISH MUSEUM | ||||||||
| 24 DOUGLAS AVE | PROVIDENCE | RI | 02908 | NONE | PC | OPERATING SUPPORT | $165 | |
| JEWISH FAMILY & CHILDREN SERVICE | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | OPERATING SUPPORT | $367 | |
| LESLEY ELLIS SCHOOL | ||||||||
| 41 FOSTER ST | ARLINGTON | MA | 02474 | NONE | PC | OPERATING SUPPORT | $125 | |
| LEWY BODY DIMENTIA | ||||||||
| 912 KILLIAN HILL ROAD SS | LILBURN | GA | 30047 | NONE | PC | OPERATING SUPPORT | $100 | |
| LUKES WINGS | ||||||||
| 1054 31ST ST NW STE 540 | WASHINGTON | DC | 20007 | NONE | PC | OPERATING SUPPORT | $100 | |
| LUSTGARTEN FOUNDATION | ||||||||
| 415 CROSSWAYS PARK DR | WOODBURY | NY | 11797 | NONE | PC | OPERATING SUPPORT | $100 | |
| MAKE A WISH | ||||||||
| 1 STATE ST 501 | PROVIDENCE | RI | 02908 | NONE | PC | OPERATING SUPPORT | $75 | |
| MARTHA'S VINEYARD CAMP MEETING ASSOC | ||||||||
| 80 TRINITY PARK | OAK BLUFFS | MA | 02557 | NONE | PC | OPERATING SUPPORT | $615 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NONE | PC | OPERATING SUPPORT | $100 | |
| MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | OPERATING SUPPORT | $1,700 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | OPERATING SUPPORT | $100 | |
| MICHAEL J FOX FOUNDATION PARKINSONS | ||||||||
| PO BOX 780 | NEW YORK | NY | 10008 | NONE | PC | OPERATING SUPPORT | $200 | |
| MOGAN DAVID ADORN | ||||||||
| 20 W 36TH STREET SUITE 100 | NEW YORK | NY | 10018 | NONE | PC | OPERATING SUPPORT | $300 | |
| MORE THAN WORDS | ||||||||
| 242 E BERKLEY ST | BOSTON | MA | 02118 | NONE | PC | OPERATING SUPPORT | $30 | |
| MSPCA | ||||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PC | OPERATING SUPPORT | $90 | |
| MUSEUM OF ART & DESIGN | ||||||||
| 2 COLUMBUS CIR | NEW YORK | NY | 10019 | NONE | PC | OPERATING SUPPORT | $585 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | OPERATING SUPPORT | $300 | |
| MUSIC FOR AUTISM | ||||||||
| 401 PARK AVENUE SOUTH 10TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | OPERATING SUPPORT | $100 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PRK W | NEW YORK | NY | 10024 | NONE | PC | OPERATING SUPPORT | $150 | |
| NEWTON AT HOME | ||||||||
| 206 WALTHAM STREET | WEST NEWTON | MA | 02465 | NONE | PC | OPERATING SUPPORT | $250 | |
| NEWTON FOOD PANTRY | ||||||||
| 1608 BEACON STREET | NEWTON | MA | 02468 | NONE | PC | OPERATING SUPPORT | $255 | |
| NEWTON FREE LIBRARY | ||||||||
| 330 HOMER ST | NEWTON | MA | 02459 | NONE | PC | OPERATING SUPPORT | $100 | |
| NEWTON NORTH HIGH SCHOOL BARBARA LOURIE SCHOLARSHIP | ||||||||
| 457 WALNUT ST | NEWTON | MA | 02460 | NONE | PC | OPERATING SUPPORT | $1,400 | |
| NEWTON POLICE MEMORIAL | ||||||||
| 1321 WASHINGTON ST | WEST NEWTON | MA | 02465 | NONE | PC | OPERATING SUPPORT | $100 | |
| OREGON FOOD BANK | ||||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | NONE | PC | OPERATING SUPPORT | $500 | |
| PAN MASS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | OPERATING SUPPORT | $2,492 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | OPERATING SUPPORT | $100 | |
| PARALYZED VETS OF AMERICA | ||||||||
| 1600 BOSTON PROVIDENCE HWY | WALPOLE | MA | 02081 | NONE | PC | OPERATING SUPPORT | $88 | |
| PARKINSONS FOUNDATION | ||||||||
| 200 SE 1ST STREET | MIAMI | FL | 33131 | NONE | PC | OPERATING SUPPORT | $200 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | OPERATING SUPPORT | $75 | |
| PLANNED PARENTHOOD | ||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | OPERATING SUPPORT | $61 | |
| RIDE TO END ALZHEIMERS | ||||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | NONE | PC | OPERATING SUPPORT | $250 | |
| RONALD MCDONALD CENTER | ||||||||
| 45 GAY STREET | PROVIDENCE | RI | 02905 | NONE | PC | OPERATING SUPPORT | $100 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | OPERATING SUPPORT | $60 | |
| SCHOOLS FOR CHILDREN | ||||||||
| 8 WINCHESTER PLACE 202 | WINCHESTER | MA | 01890 | NONE | PC | OPERATING SUPPORT | $500 | |
| SEAPORT ACADEMY | ||||||||
| 285 COMMANDANTS WAY | CHELSEA | MA | 02150 | NONE | PC | OPERATING SUPPORT | $125 | |
| SHRINERS HOSPITAL | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | OPERATING SUPPORT | $200 | |
| SILENT SPRINGS | ||||||||
| 320 NEVADA ST 302 | NEWTON | MA | 02460 | NONE | PC | OPERATING SUPPORT | $250 | |
| SNACKS & FRIENDS | ||||||||
| 316 E 53RD ST | NEW YORK | NY | 10022 | NONE | PC | OPERATING SUPPORT | $250 | |
| SPOHNC (HEAD AND NECK CANCER) | ||||||||
| 78 FOREST AVE | LOCUST VALLEY | NY | 11560 | NONE | PC | OPERATING SUPPORT | $200 | |
| ST JUDE CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PC | OPERATING SUPPORT | $200 | |
| SWEET PAWS RESCUE | ||||||||
| 310 MAIN STREET | GROVELAND | MA | 01834 | NONE | PC | OPERATING SUPPORT | $500 | |
| THE USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PC | OPERATING SUPPORT | $265 | |
| THIRTEENWNET | ||||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NONE | PC | OPERATING SUPPORT | $50 | |
| TOURO SYNAGOGUE | ||||||||
| 85 TOURO ST | NEWPORT | RI | 02840 | NONE | PC | OPERATING SUPPORT | $100 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PC | OPERATING SUPPORT | $200 | |
| US HOLOCAUST MEMORIAL | ||||||||
| 100 RAOUL WALLENBERG PLACEN | WASHINGTON | DC | 20024 | NONE | PC | OPERATING SUPPORT | $74 | |
| VETERANS FOREIGN WARS | ||||||||
| 406 WEST 34TH STREET | KANSAS CITY | MT | 64111 | NONE | PC | OPERATING SUPPORT | $75 | |
| VIETNAM VETS | ||||||||
| 8719 COLESVILLE ROAD STE 100 | SILVER SPRING | MD | 20910 | NONE | PC | OPERATING SUPPORT | $104 | |
| WALK FOR HUNGER | ||||||||
| 145 BORDER ST | EAST BOSTON | MA | 02128 | NONE | PC | OPERATING SUPPORT | $100 | |
| WALNUT HILL HIGH SCHOOL ALUMNI FOUNDATION | ||||||||
| 3250 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | PC | OPERATING SUPPORT | $250 | |
| WELCOME HOME | ||||||||
| PO BOX 590351 | NEWTON CENTRE | MA | 02459 | NONE | PC | OPERATING SUPPORT | $100 | |
| WINN BROOK EXTENDED LEARNING | ||||||||
| 97 WATERHOUSE ROAD | BELMONT | MA | 02478 | NONE | PC | OPERATING SUPPORT | $125 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | OPERATING SUPPORT | $50 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | OPERATING SUPPORT | $100 | |
| YOUNG PEOPLES CHORUS OF NYC | ||||||||
| 37 W 65TH ST 2ND FLOOR | NEW YORK | NY | 10023 | NONE | PC | OPERATING SUPPORT | $200 | |
| ZOO NEW ENGLAND | ||||||||
| 1 FRANKLIND PARK RD | BOSTON | MA | 02121 | NONE | PC | OPERATING SUPPORT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,424 | 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 | $37,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,327 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIPS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$8,399 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$2,050 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,399 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $224,780 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,381 | 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 | $2,691 | Amt |
| Net Investment Income | $2,691 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $163,982 | EOYBookValueAmt |
| EOYFMV | $163,718 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $420,924 | EOYBookValueAmt |
| EOYFMV | $432,006 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MPLX LP | AT COST | $103,843 | $124,085 |
| ENTERPRISE PRODUCTS PARTNERS LP | AT COST | $37,334 | $37,671 |
| ENERGY TRANSFER SERIES I | AT COST | $32,028 | $32,028 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $36 | $0 | $36 |
| BANK FEES | $56 | $56 | $0 |
| INVESTMENT MANAGEMENT FEES | $188 | $188 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIPS | $0 | -$2,050 | $0 |
| INCOME FROM PARTNERSHIPS | -$10,449 | -$10,449 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $32 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |