BETA

ARCHIBALD FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ARCHIBALD FAMILY CHARITABLE FOUNDATION (EIN 04-3417222)
Tax period
2025-04-01 to 2026-03-31
Filed
2026-06-16
IRS object ID
202641679349100114
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-16T11:06:56-05:00ReturnTs
Tax Period End2026-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042106505PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NUTTER MCCLENNEN & FISH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1SEAPORT WEST 155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022102604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043417222EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARCHIBALD FAMILY FOUNDATION #0724900BusinessNameLine1Txt
Business Name Line2NUTTER MCCLENNEN & FISH LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlARCHBusinessNameControlTxt
Phone6174392000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 51400AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN A MCBRINEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6174392000PhoneNum
Signature2026-06-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL F RICHPreparerPersonNm
PTINP00567473PTIN
Phone6174392503PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,323,250FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$24,647InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,647InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$133,504DividendsRevAndExpnssAmt
Dividends Net Invst Incm$133,504DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$234,215NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$597,032GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$234,215CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$392,366TotalRevAndExpnssAmt
Total Net Invst Incm$392,366TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,000LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$5,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$53,385OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$26,693OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$26,692OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22,791TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,581TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$121OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$51OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$90,297TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,325TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$33,762TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$320,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$320,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$410,297TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,325TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$353,762TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,931ExcessRevenueOverExpensesAmt
Net Investment Income$351,041NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$500CashBOYAmt
Cash EOY$500CashEOYAmt
Cash EOYFMV$500CashEOYFMVAmt
Sav And Temp Cash Invst BOY$622,361SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$397,600SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$397,600SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$591,464USGovernmentObligationsBOYAmt
US Government Obligations EOY$834,041USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$841,973USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,880,204CorporateStockBOYAmt
Corporate Stock EOY$1,844,454CorporateStockEOYAmt
Corporate Stock EOYFMV$6,083,177CorporateStockEOYFMVAmt
Total Assets BOY$3,094,529TotalAssetsBOYAmt
Total Assets EOY$3,076,595TotalAssetsEOYAmt
Total Assets EOYFMV$7,323,250TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,094,529RetainedEarningBOYAmt
Retained Earning EOY$3,076,595RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,094,529TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,076,595TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,094,529TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,076,595TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,094,529TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,931ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,076,598SubtotalAmt
Other Decreases$3OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,076,595TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
220000 SHS UNITED STATES TREASURY NOTES 4% DUE 12/15/25P2024-12-232025-12-15$220,000$219,492$508$508
.5 SHS ASTRAZENECA PLCP2025-03-202026-02-11$102$77$25$25
.6716 SHS WATERS CORPP2003-06-252026-02-19$222$37$185$185
140 SHS MICROSOFT CORPP2005-08-252025-07-18$71,337$3,844$67,493$67,493
280 SHS SCHLUMBERGER LTDP2020-01-152025-07-18$9,324$10,830-$1,506-$1,506
310 SHS SCHLUMBERGER LTDP2020-03-032025-07-18$10,323$8,386$1,937$1,937
1580 SHS SCHLUMBERGER LTDP2019-09-272025-07-18$52,612$54,241-$1,629-$1,629
1200 SHS SCHLUMBERGER LTDP2002-04-242025-07-18$39,958$33,001$6,957$6,957
125 SHS MICROSOFT CORPP2005-08-252025-09-18$63,594$3,432$60,162$60,162
65 SHS S&P GLOBAL INCP2015-09-232025-09-18$32,831$5,976$26,855$26,855
30 SHS CATERPILLAR INCP2008-12-182025-09-18$13,964$1,294$12,670$12,670
80 SHS ALPHABET INCP2010-06-172026-01-21$26,257$1,009$25,248$25,248
60 SHS JP MORGANP2020-03-312026-01-21$18,176$5,387$12,789$12,789
250 SHS JOHNSON & JOHNSONP2006-01-192025-05-29$38,332$15,811$22,521$22,521
FieldValueIRS element (for citing)
Capital Gain Net Income$234,215CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,879InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,879SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,879TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,980EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,980TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$101OverpaymentAmt
Applied To ES Tax$101AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN A MCBRINE ESQIndividualWithBooksNm
Phone6174392000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1NUTTER MCCLENNEN 155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
JOHN LG ARCHIBALD
1313 WASHINGTON STREET 607BOSTONMA02118TRUSTEE0.10$0$0$0
MARY A POOR
42 FRESH POND LANECAMBRIDGEMA02138TRUSTEE0.10$0$0$0
JOHN A MCBRINE ESQ
NUTTER MCCLENNEN FISH LLP 155BOSTONMA02210TRUSTEE0.10$0$0$0SEAPORT BLVD
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NUTTER MCCLENNEN & FISH LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 SEAPORT BOULEVARDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Service TypeTRUSTEE ADMINISTRATIONServiceTypeTxt
Compensation$53,385CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,698,022AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$607,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,305,871TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,305,871AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109,588CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,196,283NetVlNoncharitableAssetsAmt
Minimum Investment Return$359,814MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$359,814MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,879TaxBasedOnInvestmentIncomeAmt
Total Tax$4,879TotalTaxAmt
Distributable Before Adj$354,935DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$354,935DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$354,935DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$353,762ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$353,762QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$354,935DistributableAsAdjustedAmt
Undistributed Income PY$316,104UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$353,762QualifyingDistributionsAmt
Applied To Year1$316,104AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,658AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$317,277UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN A MCBRINE NUTTERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6174392000RecipientPhoneNum
Recipient Email AddressJMCBRINE@NUTTER.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO FORMAL REQUIREMENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONE ADOPTEDSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMNESTY INTERNATIONAL
5 PENN PLAZA 16TH FLOORNEW YORKNY10001NONEPCGENERAL$1,000
APPALACHIAN MOUNTAIN CLUB
10 CITY SQUAREBOSTONMA02129NONEPCGENERAL$1,000
BETH ISRAEL
330 BROOKLINE AVEBOSTONMA02446NONEPCGENERAL$10,000
BOSTON ATHENAEUM
10 1/2 BEACON STREETBOSTONMA02108NONEPCGENERAL$1,000
BOSTON WOMEN'S HEALTH BOOK COLLECTIVE
5 UPLAND ROAD SUITE 2CAMBRIDGEMA02140NONEPCGENERAL$5,000
BREAKWATER SCHOOL
856 BRIGHTON AVENUEPORTLANDME04102NONEPCGENERAL$3,000
BUCKINGHAM BROWNE & NICHOLS SCHOOL
80 GERRYS LANDING ROADCAMBRIDGEMA021385512NONEPCGENERAL$1,000
CAMBRIDGE SCHOOL OF WESTON
45 GEORGIAN ROADWESTONMA02493NONEPCGENERAL$5,000
DEFENDERS OF WILDLIFE
1130 17TH STREET NWWASHINGTONDC20036NONEPCGENERAL$4,000
HOBART AND WILLIAM SMITH COLLEGES
300 PULTENEY STREETGENEVANY14456NONEPCGENERAL$3,000
MARIA MITCHELL ASSOCIATION
4 VESTAL ASSNNANTUCKETMA02554NONEPCGENERAL$72,500
MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
350 SOUTH HUNTINGTON AVEBOSTONMA02130NONEPCGENERAL$2,000
MOTHERS OUT FRONT
PO BOX 55071 23686BOSTONMA022055071NONEPCGENERAL$2,000
NANTUCKET CONSERVATION FOUNDATION
118 CLIFF ROADNANTUCKETMA02554NONEPCGENERAL$2,000
NANTUCKET LAND COUNCIL INC
6 ASH LANENANTUCKETMA02554NONEPCGENERAL$5,000
NORTHWOOD SCHOOL
5 BENJAMIN CIRCLEBRENTWOODNH03833NONEPCGENERAL$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONEPCGENERAL$10,000
PLANNED PARENTHOOD OF MASSACHUSETTS
1055 COMMONWEALTH AVENUEBOSTONMA02215NONEPCGENERAL$9,500
SARAH LAWRENCE COLLEGE
1 MEAD WAYBRONXVILLENY10708NONEPCGENERAL$5,000
SAVE THE WHALES INC
1192 WARING STREETSEASIDECA93955NONEPCGENERAL$3,000
SHADY HILL SCHOOL
178 COOLIDGE HILLCAMBRIDGEMA02138NONEPCGENERAL$500
SOUTHERN DOCUMENTARY FUND
1105 W CHAPEL HILL STDURHAMNC27701NONEPCGENERAL$25,000
THE FILM COLLABORATIVE
3405 CAZADOR STREETLOS ANGELESCA90065NONEPCGENERAL$25,000
TRUSTEES OF BOSTON UNIVERSITY
1 SILBER WAYBOSTONMA02215NONEPCGENERAL$4,000
TRUSTEES OF TUFTS UNIVERSITY
169 HOLLAND STREETSOMERVILLEMA02144NONEPCGENERAL$2,000
UNICEF USA
125 MAIDEN LNNEW YORKNY10038NONEPCGENERAL$3,000
UTAH FILM CENTER
50 W BROADWAY 1125SALT LAKE CITYUT84101NONEPCGENERAL$37,500
WALKING IRIS MEDIA
2263 15TH STREETSAN FRANCISCOCA94114NONEPCGENERAL$25,000
WAYNFLETE SCHOOL
360 SPRING STPORTLANDME04102NONEPCGENERAL$5,000
WGBH
ONE GUEST STREETBOSTONMA02135NONEPCGENERAL$8,000
WOMEN MAKE MOVIES
115 WEST 29TH STREET 4TH FLOORNEW YORKNY10001NONEPCGENERAL$25,000
WORLD WILDLIFE DEFENSE FUND
1250 24TH STREET NWWASHINGTONDC200371193NONEPCGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$320,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,647ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,504ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$234,215ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$392,366ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$392,366TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryNUTTER MCCLENNEN & FISH LLPCategoryTxt
Amt$4,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$1,368,944$5,256,141
FOREIGN STOCK$414,784$772,147
PREFERRED STOCK$60,726$54,889

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$834,041USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$841,973USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryNUTTER MCCLENNEN & FISH LLPCategoryTxt
Legal Fees$10,000LegalFeesAmt
Net Investment Income$5,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,000DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$3Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA FORM PC FEE 3/31/2022$70$0$0$70
ADR FEES$51$51$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNUTTER MCCLENNEN & FISH LLPCategoryTxt
Amt$53,385Amt
Net Investment Income$26,693NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$26,692DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$7,581$7,581$0$0
FEDERAL EXCISE TAX F/Y/E 3/31/2025$15,210$0$0$0

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