Civic Intelligence

The Arthur & Tamara Waltzman Family

EIN 04-3494363 • Needham, MA

11 Aletha RoadNeedham, MA 02492
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-8171%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

169%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $75,990 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $75,990 (-100%) from 2021

Revenue

Up

$930

Up $584 (+169%) from 2021

Expenses

Up

$76,920

Up $76,495 (+17999%) from 2021

Net Income

Down

-$75,990

Down $75,911 (-96090%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $91,142Liabilities 2010: $0Net Assets 2010: $91,1422010Assets 2011: $86,364Liabilities 2011: $02011Assets 2012: $83,907Liabilities 2012: $02012Assets 2013: $81,708Liabilities 2013: $02013Assets 2014: $77,490Liabilities 2014: $02014Assets 2015: $77,424Liabilities 2015: $0Net Assets 2015: $77,4242015Assets 2016: $75,870Liabilities 2016: $0Net Assets 2016: $75,8702016Assets 2017: $75,676Liabilities 2017: $0Net Assets 2017: $75,6762017Assets 2018: $75,751Liabilities 2018: $0Net Assets 2018: $75,7512018Assets 2019: $75,910Liabilities 2019: $0Net Assets 2019: $75,9102019Assets 2020: $76,069Liabilities 2020: $0Net Assets 2020: $76,0692020Assets 2021: $75,990Liabilities 2021: $0Net Assets 2021: $75,9902021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2010: $5,3272010Revenue 2011: -$2,170Expenses 2011: $2,608Net Income 2011: -$4,7782011Revenue 2012: $875Expenses 2012: $3,332Net Income 2012: -$2,4572012Revenue 2013: $1,243Expenses 2013: $3,442Net Income 2013: -$2,1992013Revenue 2014: $863Expenses 2014: $5,725Net Income 2014: -$4,8622014Revenue 2015: $720Expenses 2015: $786Net Income 2015: -$662015Revenue 2016: $2,260Expenses 2016: $3,814Net Income 2016: -$1,5542016Revenue 2017: $526Expenses 2017: $720Net Income 2017: -$1942017Revenue 2018: $984Expenses 2018: $909Net Income 2018: $752018Revenue 2019: $334Expenses 2019: $175Net Income 2019: $1592019Revenue 2020: $334Expenses 2020: $175Net Income 2020: $1592020Revenue 2021: $346Expenses 2021: $425Net Income 2021: -$792021Revenue 2022: $930Expenses 2022: $76,920Net Income 2022: -$75,9902022

Highlighted filing

2022

Revenue$930
Expenses$76,920
Net Income-$75,990

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.93$76.9$76.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.0$0.00$76.0$0.35$0.43$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.1$0.00$76.1$0.33$0.18$0.16
2019Detailed filing. Detailed filing data is available for this year.$75.9$0.00$75.9$0.33$0.18$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.8$0.00$75.8$0.98$0.91$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.7$0.00$75.7$0.53$0.72$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.9$0.00$75.9$2.26$3.81$1.55
2015Detailed filing. Detailed filing data is available for this year.$77.4$0.00$77.4$0.72$0.79$0.07
2014Summary only. Only limited summary data is available for this year.$77.5$0.00$0.86$5.73$4.86
2013Summary only. Only limited summary data is available for this year.$81.7$0.00$1.24$3.44$2.20
2012Summary only. Only limited summary data is available for this year.$83.9$0.00$0.88$3.33$2.46
2011Summary only. Only limited summary data is available for this year.$86.4$0.00$2.17$2.61$4.78
2010Detailed filing. Detailed filing data is available for this year.$91.1$0.00$91.1$5.33
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 5, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMARA WALTZMANTrustee-$0--
DR MARK WALTZMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Arthur & Tamara Waltzman Family
EIN
04-3494363
Phone
7814446007
Address
11 ALETHA ROAD, NEEDHAM, MA 02492

Signing Officer

Name
Tamara Waltzman
Title
Trustee
Signed
2020-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Adler Blanchard & Associates Llp
Address
27 CAMBRIDGE ST STE 201, BURLINGTON, MA 01803
Preparer
Scott Adler
Phone
7812730075
Raw XML Appendix222 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0OMEGA HEALTHCARE INV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt072160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VARIABLE ANNUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EATON VANCE TAX MGD DIV EQU FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0333
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0334
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0175
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0159
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt075910
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt075751
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt075910
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03669
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03669
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03669
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03672
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03
IRS990PF/DistributableAmountGrp/TotalTaxAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03
IRS990PF/FMVAssetsEOYAmt0496
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0398
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0398
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt075015
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt075015
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt075751
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt075910
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0338
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0496
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0496
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt075751
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt075910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0496
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt075751
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt075910
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt075751
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt075910
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt074552
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0447
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04039
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01118
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt070066
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03672
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt073434
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt074552
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TAMARA WALTZMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DR MARK WALTZMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011 ALETHA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122 NEVADA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102492
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.007575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.010896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.004253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt073434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt067179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0139675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.015149
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TAMARA WALTZMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011 ALETHA ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEEDHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002492
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07814446007
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02406
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03669
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02402
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02402
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06071
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMARA WALTZMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ARTHUR & TAMARA WALTZMAN FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0043494363
ReturnHeader/Filer/PhoneNum07814446007
ReturnHeader/Filer/USAddress/AddressLine1Txt011 ALETHA ROAD
ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002492
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D70F2C8CF3373E7566322A78F52B76E34611B73
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D70F2C8CF3373E7566322A78F52B76E34611B73
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.13.93.97
ReturnHeader/FilingSecurityInformation/IPDt02020-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:24:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042836739
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADLER BLANCHARD & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 CAMBRIDGE ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001803
ReturnHeader/PreparerPersonGrp/PhoneNum07812730075
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT ADLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-05T12:24:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.