BRENNAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRENNAN FAMILY FOUNDATION (EIN 65-0242776)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349103289
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T13:18:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713795 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | 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 | 650242776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRENNAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREN | BusinessNameControlTxt |
| Phone | 4137543305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 NATHAN HALE DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339638238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BRENNAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4137543305 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW NASH | PreparerPersonNm |
| PTIN | P01589446 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,876,413 | 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 | $16,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,861 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,546 | 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 | $4,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,169 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,169 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $231 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $231 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,388 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,938 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $409,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $303,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $402,509 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $917,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,433,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,433,966 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,335,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,777,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,876,413 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,000,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$664,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$222,399 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,335,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,777,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,335,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,777,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,335,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,388 | ExcessRevenueOverExpensesAmt |
| Other Increases | $513,937 | OtherIncreasesAmt |
| Subtotal | $1,780,126 | SubtotalAmt |
| Other Decreases | $2,525 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,777,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | P | $10,681 | $10,751 | -$70 | -$70 |
| UBS FINANCIAL SERVICES | P | $135,137 | $97,748 | $37,389 | $37,389 |
| UBS FINANCIAL SERVICES | P | $13,259 | $820 | $12,439 | $12,439 |
| UBS FINANCIAL SERVICES | P | $26,449 | $26,449 | $0 | $0 |
| TWIN OAKS K-1 | P | $270 | $270 | $270 | |
| TWIN OAKS K-1 | P | $2,833 | $2,833 | $2,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,861 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | 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 | $600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $105 | 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 | FL | 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 | WWW.BRENNANFND.COM | WebsiteAddressTxt |
| Individual With Books | JAMES BRENNAN | IndividualWithBooksNm |
| Phone | 4137543305 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 DWIGHT ROAD | AddressLine1Txt |
| City | LONGMEADOW | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01106 | 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH S BRENNAN | ||||||||
| 708 NATHAN HALE DRIVE | NAPLES | FL | 34108 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DEBORAH ANN COLLINS | ||||||||
| 60 STONEHENGE ROAD | PITTSFIELD | MA | 01201 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BARBARA J MACLAVERTY | ||||||||
| 205 OXFORD ROAD | KENILWORTH | IL | 60043 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDWARD J BRENNAN III | ||||||||
| 67 BROWER DRIVE | BRICK | NJ | 08742 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAMES BRENNAN | ||||||||
| 250 TWIN HILLS DRIVE | LONGMEADOW | MA | 01106 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION WAS CREATED TO MAKE GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN IRC 170(C), 501(C)(3), 2055(A), AND 2522(A). THERE ARE NO OTHER ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $463,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,433,966 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,938,866 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,938,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,909,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $705 | TotalTaxAmt |
| Distributable Before Adj | $94,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,784 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,071 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,372 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,480 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,834 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $159,887 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,691 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $184,578 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $31,071 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $153,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,372 | ExcessFromYear4Amt |
| Excess From Year3 | $48,130 | ExcessFromYear3Amt |
| Excess From Year2 | $15,480 | ExcessFromYear2Amt |
| Excess From Year1 | $43,834 | ExcessFromYear1Amt |
| Excess From Current Year | $24,691 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BREAKTHROUGH T1D | ||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| PAN MASS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| RIDE TO REMEMBER | ||||||||
| 1500 MAIN STREET PO BOX 15265 | SPRINGFIELD | MA | 15265 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| THE FOUNDERS FUND INC | ||||||||
| 1 LETTERMAN DRIVE BUILDING D 5TH | SAN FRANCISCO | CA | 94129 | NONE | PC | PROGRAM SUPPORT | $75,000 | FLOOR |
| THE RYAN SHAW FOUNDATION | ||||||||
| 23 BROOKFIELD DRIVE | BROCKTON | MA | 02302 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| THE WILLISTON NORTHAMPTON SCHOOL | ||||||||
| 19 PAYSON AVENUE | EASTHAMPTON | MA | 01027 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| WILLIAM J BOYLE SCHOLARSHIP FUND | ||||||||
| 22 SHEFFORD STREET | SPRINGFIELD | MA | 01107 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| SPRINGFIELD JCC | ||||||||
| 1160 DICKINSON STREET | SPRINGFIELD | MA | 01108 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| BILL BELICHICK FOUNDATION | ||||||||
| PO BOX 812935 | WELLESLEY | MA | 02482 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| DAVE MCGILLIVRAY FINISH STRONG FOUNDATION | ||||||||
| 77 BEAR HILL ROAD | NORTH ANDOVER | MA | 01845 | NONE | PC | PROGRAM SUPPORT | $250 | |
| LONGMEADOW AQUATIC CLUB | ||||||||
| 328 N MAIN STREET | EAST LONGMEADOW | MA | 01028 | NONE | PC | PROGRAM SUPPORT | $1,800 | |
| EAST BOSTON LITTLE LEAGUE | ||||||||
| 126 BROOKS STREET | EAST BOSTON | MA | 02128 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| CAMPBELL VILLAGE | ||||||||
| 176 CHURCH ST | LOWELL | MA | 01852 | NONE | PC | PROGRAM SUPPORT | $500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVE SUITE 1100N | BETHESDA | MA | 20814 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ST THOMAS AQUINAS COLLEGE | ||||||||
| 125 ROUTE 340 | SPARKILL | NY | 10976 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HARWICH DENNIS ROTARY | ||||||||
| PO BOX 188 | SOUTH DENNIS | MA | 02660 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,050 | 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 | $16,762 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,623 | 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 | $4,850 | Amt |
| Net Investment Income | $2,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCT #VZ43778 | $256,569 | $391,189 |
| UBS ACCT #VZ96393 | $47,128 | $11,320 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - TWIN OAKS, LLP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,433,966 | BookValueAmt |
| EOYFMV | $1,433,966 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UPDATE COST BASIS OF UBS INVESTMENT | Desc |
| Amt | $2,525 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $230 | $230 | $0 |
| MISCELLANEOUS | $1 | $1 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $513,937 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $14,169 | $14,169 | $0 |
| ADMINISTRATIVE FEES | $2,000 | $2,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $711 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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