BETA

THE POSS FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE POSS FAMILY FOUNDATION (EIN 04-3412829)
Tax period
2022-01-01 to 2022-12-31
Filed
2024-02-15
IRS object ID
202400479349100100
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-15T23:03:57-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD STE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022102150ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043412829EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE POSS FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O DR ELLEN M POSSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPOSSBusinessNameControlTxt
Phone6175660119PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 WARREN STREETAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN M POSSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175660119PhoneNum
Signature2024-02-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELLENPersonFirstNm
Person LastPOSSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER A LYDONPreparerPersonNm
PTINP00987436PTIN
Phone6175305000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,440,108FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$18,218InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,218InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,781DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,781DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$621,693NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,328,106GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$621,693CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,965OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,965OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$666,657TotalRevAndExpnssAmt
Total Net Invst Incm$666,657TotalNetInvstIncmAmt
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
Accounting Fees Rev And Expnss$21,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$21,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$30,066OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,066OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,316TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$51,816TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,308,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,308,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,371,816TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$51,816TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,308,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,705,159ExcessRevenueOverExpensesAmt
Net Investment Income$614,841NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$587,476SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$430,832SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$430,832SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,653,080CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$1,438,510OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,009,276OtherInvestmentsEOYFMVAmt
Other Assets BOY$322,312OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,562,868TotalAssetsBOYAmt
Total Assets EOY$1,869,342TotalAssetsEOYAmt
Total Assets EOYFMV$2,440,108TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,562,868NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,869,342NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,562,868TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,869,342TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,562,868TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,869,342TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,562,868TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,705,159ExcessRevenueOverExpensesAmt
Other Increases$11,633OtherIncreasesAmt
Subtotal$1,869,342SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,869,342TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY2022-12-31$160,290$142,547$17,743$17,743
CIBC2022-12-31$285,896$322,856-$36,960-$36,960
CIBC2022-12-31$1,870,407$1,241,010$629,397$629,397
MORGAN STANLEY2022-12-31$11,513$11,513$11,513
FieldValueIRS element (for citing)
Capital Gain Net Income$621,693CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$36,960NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,546InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,546SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,546TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,410EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,410TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,864OverpaymentAmt
Applied To ES Tax$2,864AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR ELLEN M POSSIndividualWithBooksNm
Phone6175660119PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1450 WARREN STREETAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd
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

FieldValueIRS element (for citing)
PersonDR ELLEN M POSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 WARREN STREETAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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 Line1CIBC NATIONAL TRUST COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 FEDERAL STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORSServiceTypeTxt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,520,059AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$484,134AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,004,193TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,004,193AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,063CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,959,130NetVlNoncharitableAssetsAmt
Minimum Investment Return$147,957MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$147,957MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,546TaxBasedOnInvestmentIncomeAmt
Total Tax$8,546TotalTaxAmt
Distributable Before Adj$139,411DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$139,411DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$139,411DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,308,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,308,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$139,411DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$840,596ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,834,988ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,085,596ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,692,414ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,370,508ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,824,102TotalExcessDistributionCyovAmt
Qualifying Distributions$2,308,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$139,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,169,089RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,993,191TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$840,596ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,152,595ExcessDistriCyovToNextYrAmt
Excess From Year4$1,834,988ExcessFromYear4Amt
Excess From Year3$3,085,596ExcessFromYear3Amt
Excess From Year2$2,692,414ExcessFromYear2Amt
Excess From Year1$2,370,508ExcessFromYear1Amt
Excess From Current Year$2,169,089ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDR ELLEN M POSSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE ALGEBRA PROJECT INC
75 LINCOLN ROADWAYLANDMA01778NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$500,000
INDIGENOUS MEDIA FREEDOM ALLIANCE
PO BOX 1HALLIDAYND58636NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$40,000
THE THEATRE OFFENSIVE
565 BOYLSTON STREET 3RD FLOORBOSTONMA02116NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$250,000
CENTER FOR ARTS DESIGN & SOCIAL RESEARCH
75 LINCOLN ROADWAYLANDMA01778NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$500,000
HONOR THE EARTH
PO BOX 63CALLAWAYMN56521NONEPCTO PROMOTE ITS CHARITABLE PURPOSE.$20,000
OUR BODIES OURSELVES
15 UPLAND RD 3CAMBRIDGEMA02140NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$500
MARTHAS VINEYARD COMMUNITY SERVICES
111 EDGARTOWN RDOAK BLUFFSMA02457NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$125,000
THE YARD
PO BOX 405CHILMARKMA02535NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$550,000
THE YOUNG PEOPLE'S THEATRE PROJECT
PO BOX 25015PORTLANDOR97298NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$200,000
PEOPLE'S RIGHTS FUND
121 W 27TH ST STE 404NEW YORKNY10001NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$100,000
WGBH EDUCATIONAL FOUNDATION
ONE GUEST STBOSTONMA02135NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$3,000
CULLEN THEM
317 15TH STBROOKLYNNY11215NONEPCTO PROMOTE ITS CHARITABLE PURPOSE.$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,308,500TotalGrantOrContriPdDurYrAmt
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$18,218ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,781ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,965ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$621,693ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$666,657ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$666,657TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonELLEN M POSSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1450 WARREN STREETAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPRICEWATERHOUSECOOPERS, LLPCategoryTxt
Amt$21,750Amt
Net Investment Income$21,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER ASSETSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,438,510BookValueAmt
EOYFMV$2,009,276EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS ASSETSDesc
BOY Book Value$322,312BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCIBCDesc
Revenue And Expenses Per Books$1,965RevenueAndExpensesPerBooksAmt
Net Investment Income$1,965NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN FAIR MARKET VALUEDesc
Amt$11,633Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CIBC NATIONAL TRUST COMPANY$29,097$29,097$0$0
MORGAN STANLEY$969$969$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonELLEN M POSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 WARREN STREETAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TAXESCategoryTxt
Amt$11,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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