THE@NAOMI AND WALTER CHUCNIN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE@NAOMI AND WALTER CHUCNIN FOUNDATION (EIN 04-3372662)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349102098
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:52:57-05:00 | 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 | 043372662 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER & NAOMI CHUCNIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 7817847234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 WILSHIRE DRIVE | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELAINE HARTMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7817847234 | PhoneNum |
| Signature | 2026-05-15 | 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 | 2026-05-15 | 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 | $4,439,736 | 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 | $74,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,087,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,094,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,087,735 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,162,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,162,435 | 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 | $2,898 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,449 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,449 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,981,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,160,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $928,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $928,593 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $274,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,420,761 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,511,143 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $368,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,349,354 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,439,736 | 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 | $368,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,349,354 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $368,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,349,354 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $368,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,349,354 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $368,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,981,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,349,354 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,349,354 | 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 |
| Acquired | 1991-01-17 | AcquiredDt |
| Sold | 2025-11-21 | SoldDt |
| Gross Sales Price | $2,094,404 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,669 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,087,735 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,087,735 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,087,735 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | 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 | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $29,038 | 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 | 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 | HELAINE M HARTMAN | IndividualWithBooksNm |
| Phone | 7817847234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 WILSHIRE DRIVE | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02067 | 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 | HELAINE M HARTMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 WILSHIRE DRIVE | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | 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 | $4,066,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,334,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,334,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,269,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,038 | TotalTaxAmt |
| Distributable Before Adj | $183,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $183,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $183,419 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,809 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $178,809 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,959 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,809 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,959 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,850 | 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 | $38,569 | 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 (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIM L'CHAYIM (BROTHERS FOR LIFE) | |||||||
| 8000 GREAT MEADOW RD | DEDHAM | MA | 02026 | NONE | PC | CHARITABLE | $15,000 |
| AISH | |||||||
| 915 CLIFTON AVENUE STE 4 | CLIFTON | NJ | 07013 | NONE | PC | CHARITABLE | $1,500 |
| ALZHEIMERS DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH ST 904 | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE | $500 |
| AMERICAN FRIENDS MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $10,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| PO BOX 172449 | DENVER | CO | 80217 | NONE | PC | CHARITABLE | $1,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | |||||||
| 251 H ST NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $1,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $1,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $2,000 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $300 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | CHARITABLE | $5,000 |
| BOSTON JEWISH FILM | |||||||
| 333 NAHANTON ST 3RD FLOOR | NEWTON | MA | 02459 | NONE | PC | CHARITABLE | $250 |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | CHARITABLE | $1,000 |
| BRAC | |||||||
| 26 BROADWAY 3RD FL | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE | $1,500 |
| CAMP JORI | |||||||
| 1065 WORDENS POND RD | WAKEFIELD | RI | 02879 | NONE | PC | CHARITABLE | $2,000 |
| CHABAD OF CHESTNUT HILL | |||||||
| 163 BELLINGHAM RD | CHESTNUT HILL | MA | 02467 | NONE | PC | CHARITABLE | $3,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | CHARITABLE | $5,000 |
| DOVE MA | |||||||
| PO BOX 690267 | QUINCY | MA | 02269 | NONE | PC | CHARITABLE | $250 |
| EARTH JUSTICE | |||||||
| 180 STEUART ST | SAN FRANCISCO | CA | 94105 | NONE | PC | CHARITABLE | $2,500 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET 700 | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $1,000 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $2,000 |
| FOOD ACTION AND RESOURCE CENTER | |||||||
| 11 DUPONT CIR NW 500 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $500 |
| FREEDOM SERVICE DOGS | |||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | NONE | PC | CHARITABLE | $1,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 442 5TH AVE STE SUITE 1866 | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $300 |
| FRIENDS OF YAD SARAH INC | |||||||
| 445 PARK AVE 1702 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $5,000 |
| GREATER BOSTON FOOD BANK | |||||||
| PO BOX 55860 | BOSTON | MA | 02205 | NONE | PC | CHARITABLE | $500 |
| GREATER PROVD HEBREW FREE LOAN | |||||||
| 400 RESERVOIR AVE | PROVIDENCE | RI | 02907 | NONE | PC | CHARITABLE | $2,000 |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | PC | CHARITABLE | $1,000 |
| HADASSAH | |||||||
| PO BOX 1100 | NEW YORK | NY | 10268 | NONE | PC | CHARITABLE | $30,000 |
| HAROLD GRINSPOON FOUNDATION | |||||||
| 67 HUNT ST 100 | AGAWAM | MA | 01001 | NONE | PC | CHARITABLE | $1,000 |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTER ST | BOSTON | MA | 02131 | NONE | PC | CHARITABLE | $500 |
| HEIFER INTERNATOINAL | |||||||
| PO BOX 6021 | ALBERT LEA | MN | 56007 | NONE | PC | CHARITABLE | $500 |
| HIAS | |||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PC | CHARITABLE | $500 |
| INSTITUTE FOR JEWISH SPIRITUALITY | |||||||
| 1230 6TH AVE FL 19 | NEW YORK | NY | 10020 | NONE | PC | CHARITABLE | $1,000 |
| ISRAAID US GLOBAL HUMAN | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PC | CHARITABLE | $500 |
| ISRAEL GUIDE DOG CENTER | |||||||
| 968 EASTON ROAD | WARRINGTON | PA | 18976 | NONE | PC | CHARITABLE | $10,000 |
| ISRAEL TENNIS CENTERS | |||||||
| 3275 W HILLSBORO BLVD | DEERFIELD BEACH | FL | 33442 | NONE | PC | CHARITABLE | $3,000 |
| ISRAELI AMERICAN COUNCIL NEW ENGLAND | |||||||
| PO BOX 5005 | WOODLAND HILLS | CA | 91365 | NONE | PC | CHARITABLE | $3,000 |
| JEWISH ALLIANCE OF GREATER RI | |||||||
| 401 ELMGROVE AVE | PROVIDENCE | RI | 02906 | NONE | PC | CHARITABLE | $2,500 |
| JEWISH RESOURCE CENTER | |||||||
| 1335 HILL ST | ANN ARBOR | MI | 48104 | NONE | PC | CHARITABLE | $1,000 |
| JF & CS | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | CHARITABLE | $10,000 |
| KEREM SHALOM INC | |||||||
| 659 ELM STREET | CONCORD | MA | 01742 | NONE | PC | CHARITABLE | $4,175 |
| LEADER DOGS FOR THE BLIND | |||||||
| 1039 S ROCHESTER RD | ROCHESTER HILLS | MI | 48307 | NONE | PC | CHARITABLE | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | NONE | PC | CHARITABLE | $250 |
| LUCY'S HEARTH | |||||||
| 19 VALLEY RD | MIDDLETOWN | RI | 02842 | NONE | PC | CHARITABLE | $300 |
| MARTIN LUTHER KING COMMUNITY CENTER | |||||||
| 20 DR MARCUS F | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $3,000 |
| MARY'S MEALS USA | |||||||
| 75 ORCHARD ST | BLOOMFIELD | NJ | 07003 | NONE | PC | CHARITABLE | $500 |
| MASS AUDOBON | |||||||
| 208 S GREAT ROAD | LINCOLN | MA | 01773 | NONE | PC | CHARITABLE | $300 |
| MAZON | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $3,000 |
| MEETING ST SCHOOL | |||||||
| 1000 EDDY STREET | PROVIDENCE | RI | 02905 | NONE | PC | CHARITABLE | $300 |
| MSPCA | |||||||
| 350 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PC | CHARITABLE | $300 |
| MULTIPLE MYELOMA RESEARCH FOUNDAOITN | |||||||
| 383 MAIN AVE 5TH FLOOR | NORWALK | CT | 06851 | NONE | PC | CHARITABLE | $500 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 2055 L STREET NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $250 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE | $1,500 |
| NEWPORT ART MUSEUM | |||||||
| 76 BELLEVUE AVE | NEWPORT | RI | 02480 | NONE | PC | CHARITABLE | $250 |
| NEWPORT MUSIC FESTIVAL | |||||||
| 26 VALLEY RD SUITE 103 | MIDDLETOWN | RI | 02842 | NONE | PC | CHARITABLE | $250 |
| NORMAN BIRD SANCTUARY | |||||||
| 583 3RD BEACH RD | MIDDLETOWN | RI | 02842 | NONE | PC | CHARITABLE | $250 |
| OPPORTUNITY INTERNATIONAL | |||||||
| 101 N WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $1,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | CHARITABLE | $3,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | NONE | PC | CHARITABLE | $300 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | PC | CHARITABLE | $3,600 |
| PETS WITH WINGS | |||||||
| PO BOX 600447 | ST THOMAS | VI | 00801 | NONE | PC | CHARITABLE | $250 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | CHARITABLE | $250 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $2,000 |
| POTTER LEAGUE FOR ANIMALS | |||||||
| 87 OLIPHANT LANE | MIDDLETOWN | RI | 02842 | NONE | PC | CHARITABLE | $1,000 |
| PROTECT DEMOCRACY | |||||||
| 2020 PENNSYLVANIA AVE NW 163 | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE | $500 |
| RAINFOREST ALLIANCE | |||||||
| 298 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $1,500 |
| RI COMMUNIY FOOD BANK | |||||||
| 200 NIANTIC AVE | PROVICENCE | RI | 02907 | NONE | PC | CHARITABLE | $500 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | CHARITABLE | $250 |
| ROTOPLAST INTL INC | |||||||
| 3317 26TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | CHARITABLE | $1,000 |
| SAVE A CHILD'S HEART | |||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | NONE | PC | CHARITABLE | $5,000 |
| SAVE THE BAY | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC | CHARITABLE | $500 |
| SIERRA CLUB | |||||||
| PO BOX 7059 | MERRIFIELD | VA | 22116 | NONE | PC | CHARITABLE | $300 |
| SPECIAL OLYMPICS OF MA | |||||||
| 512 FOREST ST | MARLBOROUGH | MA | 01752 | NONE | PC | CHARITABLE | $250 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE | $250 |
| TEMPLE BETH DAVID | |||||||
| 1060 RANDOLPH STREET | CANTON | MA | 02021 | NONE | PC | CHARITABLE | $2,500 |
| TEMPLE SHALOM | |||||||
| 223 VALLEY RD | MIDDLETOWN | RI | 02842 | NONE | PC | CHARITABLE | $2,000 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| 111 W 33RD ST | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $1,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | PC | CHARITABLE | $1,500 |
| TRINITY REPERTORY COMPANY | |||||||
| 201 WASHINGTON ST | PROVIDENCE | RI | 02903 | NONE | PC | CHARITABLE | $250 |
| WGBH EDUCATION FOUNDATION | |||||||
| PO BOX 55875 | BOSTON | MA | 02135 | NONE | PC | CHARITABLE | $2,000 |
| WORLD JEWISH CONGRESS | |||||||
| PO BOX 70343 | PHILADELPHIA | PA | 19176 | NONE | PC | CHARITABLE | $500 |
| YIDDISH BOOK CENTER | |||||||
| 1021 WEST ST | AMHERST | MA | 01002 | NONE | PC | CHARITABLE | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,325 | 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 | $74,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,087,735 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,162,435 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,162,435 | 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 | $2,898 | Amt |
| Net Investment Income | $1,449 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,449 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,420,761 | EOYBookValueAmt |
| EOYFMV | $3,511,143 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA ANNUAL RPT | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FED EXCISE TAXES | $0 | $0 | $0 |
| FED ESTIMATE | $942 | $0 | $0 |