NORDBLOM FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORDBLOM FAMILY FOUNDATION (EIN 04-3491328)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-15
- IRS object ID
- 202420469349100947
- Schema version
- 2022v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T19:46:48-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204071715 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTELETTI DESROCHERS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 DAMON MILL SQUARE SUITE 5D | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043491328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORDBLOM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORD | BusinessNameControlTxt |
| Phone | 7812724000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 THIRD AVENUE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER C NORDBLOM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812724000 | PhoneNum |
| Signature | 2024-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | NORDBLOM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R DESROCHERS CPA | PreparerPersonNm |
| PTIN | P00447691 | PTIN |
| Phone | 7813283200 | PhoneNum |
| Preparation | 2024-02-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,180,290 | 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 | $727,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $727,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $398,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,737,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $398,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,214 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,214 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,127,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,127,955 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,064 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,064 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $321,847 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $296,021 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,826 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,063 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,941 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,941 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $481,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $322,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $112,406 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,688,758 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,688,758 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,170,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $322,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,801,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,042,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $805,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,544 | CashBOYAmt |
| Cash EOY | $210,438 | CashEOYAmt |
| Cash EOYFMV | $210,438 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $543,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $543,863 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $44,811 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $44,811 | PrepaidExpensesEOYAmt |
| Other Investments BOY | $38,466,067 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,802,015 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,425,989 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,632,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,601,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,180,290 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $10,825 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,825 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $38,632,595 | CapitalStockBOYAmt |
| Capital Stock EOY | $37,590,302 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,632,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,590,302 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,632,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,601,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,632,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,042,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,590,302 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,590,302 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| GQG PARTNERS GLOBAL EQUITY FUND | P | $410,241 | -$410,241 | -$410,241 | |
| GQG PARTNERS GLOBAL EQUITY FUND | P | $181,982 | $181,982 | $181,982 | |
| TOT INTL STOCK IX ADMIRAL | P | $501,473 | -$1,473 | -$1,473 | $500,000 |
| TOT INTL STOCK IX INST | P | $196,666 | $3,334 | $3,334 | $200,000 |
| TOTAL BOND MKT INDEX ADM | P | $227,335 | -$27,335 | -$27,335 | $200,000 |
| TOTAL BOND MKT INDEX INST | P | $3,042,397 | -$14,084 | -$14,084 | $3,028,313 |
| TOTAL STOCK MKT IDX ADM | P | $293,049 | $206,951 | $206,951 | $500,000 |
| TOTAL STOCK MKT IDX INST | P | $91,746 | $58,254 | $58,254 | $150,000 |
| DIAMETER DISLOCATION OFFSSHORE FUND LP | P | $17,177 | $17,177 | $17,177 | |
| NEWBURY EQUITY PARTNERS V L.P. | P | $1,801 | $1,801 | $1,801 | |
| NEWBURY EQUITY PARTNERS V L.P. | P | $6,564 | $6,564 | $6,564 | |
| ACCOLADE PARTNERS GROWTH II, L.P. | P | $13 | -$13 | -$13 | |
| NEWBURY EQUITY PARTNERS V L.P. | P | $1,962 | $1,962 | $1,962 | |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | P | $3,029 | -$3,029 | -$3,029 | |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | P | $25,080 | -$25,080 | -$25,080 | |
| FPA CRESCENT FUND | P | $511 | $511 | $511 | |
| FPA CRESCENT FUND | P | $3,582 | $3,582 | $3,582 | |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. | P | $240 | -$240 | -$240 | |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. | P | $8,673 | $8,673 | $8,673 | |
| STATE STREET REAL ASSET NON-LENDING COMMON TRUST | P | $360,335 | $360,335 | $360,335 | |
| STATE STREET REAL ASSET NON-LENDING COMMON TRUST | P | $452,589 | $452,589 | $452,589 | |
| MASON CAPITAL | P | $202,753 | -$202,753 | -$202,753 | |
| LANSDOWNE DEVELOPMENT | P | $142,305 | -$142,305 | -$142,305 | |
| GARDNER RUSSO - ALIBABA GROUP | P | $1,455 | -$623 | -$623 | $832 |
| GARDNER RUSSO - NESTLE SA | P | $6,013 | -$346 | -$346 | $5,667 |
| GARDNER RUSSO - ALIBABA GROUP | P | $112,119 | -$70,299 | -$70,299 | $41,820 |
| GARDNER RUSSO - COMCAST CORP | P | $9,934 | -$4,135 | -$4,135 | $5,799 |
| GARDNER RUSSO - JP MORGAN | P | $10,001 | $2,171 | $2,171 | $12,172 |
| GARDNER RUSSO - MASTERCARD | P | $21,021 | $2,451 | $2,451 | $23,472 |
| GARDNER RUSSO - PHILLIP MORRIS | P | $5,091 | $1,633 | $1,633 | $6,724 |
| GARDNER RUSSO - UNILEVER PLC | P | $37,398 | -$9,807 | -$9,807 | $27,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $398,207 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,373 | 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 | $64,373 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,171 | OverpaymentAmt |
| Applied To ES Tax | $53,171 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NORDBLOM COMPANY | IndividualWithBooksNm |
| Phone | 7812724000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 THIRD AVENUE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PETER C NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT W NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE N DODGE | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| M LEE NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 25.00 | $54,064 | $0 | $0 |
| CAROLYN C LOS | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M LEE NORDBLOM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 THIRD AVENUE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $54,064 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING | ServiceTypeTxt |
| Compensation | $100,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $44,029,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,387,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,387,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $665,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,722,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,186,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,186,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,202 | TotalTaxAmt |
| Distributable Before Adj | $2,174,907 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,174,907 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,174,907 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,801,164 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,801,164 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,174,907 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,448,179 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,801,164 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,448,179 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $352,985 | 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 | $1,821,922 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALSO ONE | ||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | PUBLIC CHARITY | CHARITABLE | $258 |
| APPALACHIAN MOUNTAIN CLUB | ||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | ||||||
| 865 WASHINGTON ST | BOSTON | MA | 02111 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| BOSTON FOUNDATION INC | ||||||
| 75 ARLINGTON ST 300 | BOSTON | MA | 02116 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS ST SUITE 730 | BOSTON | MA | 02109 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| CAPE COD CHILDREN'S PLACE | ||||||
| 10 BALLWIC RD PO BOX 1935 | N EASTHAM | MA | 02651 | PUBLIC CHARITY | CHARITABLE | $40,000 |
| CARE DIMENSIONS | ||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| CHILDREN'S LITERACY FOUNDATION | ||||||
| 1536 LOOMIS HILL ROAD | WATERBURY | VT | 05677 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| CHILDREN'S RM-CTR FOR GRIEVING | ||||||
| 1210 MASS AVE | ARLINGTON | MA | 02476 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| CIRCLE PROGRAM | ||||||
| 85 MAIN STREET | PLYMOUTH | MA | 03264 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CROSSROADS FOR KIDS | ||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| EMPATH | ||||||
| 380 CONGRESS ST 5TH FLOOR | BOSTON | MA | 02210 | PUBLIC CHARITY | CHARITABLE | $200,000 |
| FAMILIES FIRST PARENTING PROGRAMS | ||||||
| 9 GALEN ST | WATERTOWN | MA | 02472 | PUBLIC CHARITY | CHARITABLE | $65,000 |
| FAMILY & CHILDREN'S SVC OF GREATER LYNN | ||||||
| 111 NORTH COMMON STREET | LYNN | MA | 01902 | PUBLIC CHARITY | CHARITABLE | $20,000 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | ||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| FATHER'S UPLIFT INC | ||||||
| 12 SOUTHERN AVENUE | DORCHESTER | MA | 02124 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | PUBLIC CHARITY | CHARITABLE | $500,000 |
| FRIENDS OF THE CHILDREN - BOSTON | ||||||
| 184 DUDLEY ST SUITE 100 | ROXBURY | MA | 02119 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| JUSTICE RESOURCE INITIATIVE FBO FIRST CONNECTIONS | ||||||
| 360 MASS AVE | ACTON | MA | 01720 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| LA ALIANZA HISPANA | ||||||
| 1000 MASS AVE 101 | BOSTON | MA | 02118 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| LAKE SUNAPEE | ||||||
| 63 MAIN STREET | SUNAPEE | NH | 03782 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MONTSERRAT COLLEGE OF ART | ||||||
| 23 ESSEX ST | BEVERLY | MA | 01915 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MSPCA - ANGELL | ||||||
| 350 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | PUBLIC CHARITY | CHARITABLE | $20,000 |
| MUSEUM OF SCIENCE | ||||||
| 1 MUSEUM OF SCIENCE DRIVEWAY | BOSTON | MA | 02114 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| ORTHODOX CHRISTIAN MISSION CENTER | ||||||
| 220 MASON MANATEE WAY | ST AUGUSTINE | FL | 32086 | PUBLIC CHARITY | CHARITABLE | $4,000 |
| PHILANTHROPY MASSACHUSETTS | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PUBLIC CHARITY | CHARITABLE | $30,000 |
| PLUMMER YOUTH PROMISE | ||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| PROGRAM FOR EARLY PARENT | ||||||
| 4649 SUNNYSIDE AVE N 324 | SEATTLE | WA | 98103 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| ROCA INC | ||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| ROOM TO GROW NATIONAL INC | ||||||
| 142 BERKELEY STREET | BOSTON | MA | 02116 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| SCARBOROUGH LAND CONSERVATION TRUST | ||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SILVER LINING MENTORING | ||||||
| PO BOX 541497 | WALTHAM | MA | 02454 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| SUMMER SEARCH | ||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| THE BOSTON HOUSE | ||||||
| 229 KENT ST | BROOKLINE | MA | 02446 | PUBLIC CHARITY | CHARITABLE | $500 |
| THE EPIPHANY SCHOOL | ||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | PUBLIC CHARITY | CHARITABLE | $30,000 |
| WESTERN NEW ENGLAND COLLEGE | ||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WGBH EDUCATIONAL FOUNDATION | ||||||
| ONE GUEST ST | BOSTON | MA | 02135 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,688,758 | 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 | $727,534 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,214 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $398,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,127,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,127,955 | 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 SERVICES | CategoryTxt |
| Amt | $22,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,575 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY | AT COST | $11,894,271 | $14,991,711 |
| FLEXIBLE CAPITAL | AT COST | $10,374,725 | $10,986,427 |
| REAL ASSETS | AT COST | $6,043,535 | $6,236,400 |
| FIXED INCOME | AT COST | $5,947,885 | $5,423,921 |
| PRIVATE CAPITAL | AT COST | $2,541,599 | $2,787,530 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $3,607 | $0 | $3,607 |
| BANK/PAYROLL FEES | $4,039 | $0 | $4,039 |
| SEMINARS | $2,295 | $0 | $2,295 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $2,214 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,214 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $296,021 | $296,021 | $0 |
| GMA FEES | $25,576 | $0 | $25,576 |
| FILING FEES | $250 | $0 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $47,000 | $0 | $0 |
| FOREIGN TAXES | $26,063 | $26,063 | $0 |
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