MARIANNE J H WITHERBY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARIANNE J H WITHERBY FOUNDATION (EIN 04-3540155)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-30
- IRS object ID
- 202401219349102050
- Schema version
- 2023v5.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-30T15:00:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FEDERAL ST 29 FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103179 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043540155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIANNE J H WITHERBY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | LEIHA MACAULEY ET AL TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 6173454600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEIHA MACAULEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173454600 | PhoneNum |
| Signature | 2024-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEIHA | PersonFirstNm |
| Person Last | MACAULEY | 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 | LEIHA MACAULEY | PreparerPersonNm |
| PTIN | P00956157 | PTIN |
| Phone | 6173454600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $1,142,142 | 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 |
| Interest On Sav Rev And Expnss | $3,410 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,410 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,410 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,775 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,277 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,067 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $48,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,254 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,687 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,575 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,788 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $3,788 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,788 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,048 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,524 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,524 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,524 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,138 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6,202 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,202 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,545 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,514 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,514 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,514 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,259 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,173 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $297 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $51,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,665 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $221,213 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $196,676 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $198,177 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $508,547 | CorporateStockBOYAmt |
| Corporate Stock EOY | $515,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $916,325 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $20,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,975 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $801,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $740,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,142,142 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $801,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $740,134 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $185 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $801,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $740,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $801,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $740,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $801,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,842 | OtherIncreasesAmt |
| Subtotal | $742,203 | SubtotalAmt |
| Other Decreases | $2,069 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $740,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50SH MERCK & CO. INC | P | 2006-06-26 | 2023-02-17 | $5,391 | $1,675 | $3,716 | $3,716 |
| 80SH SANDOZ GROUP SPONS ADR | P | 2012-02-21 | 2023-11-17 | $2,294 | $1,022 | $1,272 | $1,272 |
| 450SH TRIMBLE INC | P | 2015-03-19 | 2023-11-17 | $19,492 | $12,411 | $7,081 | $7,081 |
| 25000. US TREASURY NOTES 2.250% 123123 | P | 2022-12-07 | 2023-12-31 | $25,000 | $25,000 | $0 | $0 |
| 25000. US TREASURY NOTES .125% 6/30/23 | P | 2022-12-07 | 2023-06-30 | $25,000 | $25,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $998 | $998 | $998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,067 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $490 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $490 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | 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 | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $510 | OverpaymentAmt |
| Applied To ES Tax | $510 | 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 | LEIHA MACAULEY ESQ | IndividualWithBooksNm |
| Phone | 6173454600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE B WITHERBY | ||||||||
| 23 HIDDEN BROOK DRIVE | WELLS | ME | 04090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEIHA MACAULEY ESQ | ||||||||
| DAY PITNEY LLP ONE FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $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 |
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 | $1,122,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,192,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,192,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,174,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $490 | TotalTaxAmt |
| Distributable Before Adj | $58,233 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,233 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,233 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,514 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,233 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,056 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,056 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,225 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,225 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,225 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,225 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEIHA MACAULEY ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173454600 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CARROLL CENTER FOR THE BLIND | ||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | CHARITY | SUPPORT FOR COMMUNITY, EDUCATION, LOW VISION, TECHNOLOGY AND VISION REHABILITATION PROGRAMS FOR THOSE IN NEED | $10,000 |
| BERKLEE COLLEGE OF MUSIC INC | ||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | CHARITY | SUPPORT FOR BIAAE PROGRAM | $10,000 |
| COMMUNITY WORK SERVICES | ||||||
| 174 PORTLAND STREET 2 | BOSTON | MA | 02114 | CHARITY | SUPPORT FOR JOB READINESS TRAINING PROGRAM | $7,500 |
| NASSON COMMUNITY CENTER | ||||||
| 459 MAIN STREET | SPRINGVALE | ME | 04083 | CHARITY | SUPPORT OF COMMUNITY CENTER IMPROVEMENTS | $20,000 |
| REACH BEYOND DOMESTIC VIOLENCE | ||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | CHARITY | SUPPORT FOR DOMESTIC ABUSE PREVENTION PROGRAMS | $15,000 |
| ROGERSON HOUSE | ||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | CHARITY | SUPPORT OF MUSIC THERAPY PROGRAM | $7,500 |
| TALKING INFORMATION CENTER NETWORK | ||||||
| PO BOX 519 | MARSHFIELD | MA | 02050 | CHARITY | SUPPORT OF FREE BROADCASTING PROGRAMMING | $5,000 |
| BREAD AND ROSES INC | ||||||
| 58 NEWBURY STREET | LAWRENCE | MA | 01840 | CHARITY | SUPPORT OF EMERGENCY PANTRY PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,410 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,277 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,057 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,746 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,746 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,048 | Amt |
| Net Investment Income | $1,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,524 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,524 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CHARITY SUBMISSION DETAILS | IdentifierTxt |
| Form And Line Reference | PART XIV, LINE 2B | FormAndLineReferenceDesc |
| Medium Explanation | THE MARIANNE J H WITHERBY FOUNDATION REQUEST FUNDS PROPOSAL IS THE FORM THAT MUST BE SUBMITTED TO REQUEST FUNDS. AMONG INFORMATION THAT NEEDS TO BE INCLUDED IS:IRS LETTER CONFIRMING TAX EXEMPT STATUSCURRENT BOARD LIST WITH RELEVANT BACKGROUND INFORMATIONVARIOUS OTHER FINANCIAL INFORMATION | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $515,793 | EOYBookValueAmt |
| EOYFMV | $916,325 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $196,676 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $198,177 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $20,000 | BookValueAmt |
| EOYFMV | $19,975 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,575 | LegalFeesAmt |
| Net Investment Income | $3,788 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,788 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,788 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDENDS INCLUDED IN 2023 INCOME, NOT RECEIVED UNTIL 2024 | $127 |
| RETURN OF CAPITAL COST BASIS ADJUSTMENT | $671 |
| INTEREST REPORTED ON 2023 RETURN BUT NOT RECEIVED UNTIL 2024 | $1,271 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 FORM 990-PF OVERPAYMENT APPLIED TO 2023 ESTIMATES | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDENDS INCLUDED IN 2022 INCOME, NOT RECEIVED UNTIL 2023 | $454 |
| ACCRUED INTEREST PAID IN 2022, REPORTABLE IN 2023 | $717 |
| INTEREST REPORTED ON 2022 RETURN BUT NOT RECEIVED UNTIL 2023 | $671 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CUSTODIAL FEES ALLOCABLE TO NET INVESTMENT INCOME | $9,922 | $4,910 | $4,961 | $4,961 |
| INVESTMENT MANAGEMENT FEES ALLOCABLE TO NET INVESTMENT INCOME | $2,481 | $1,228 | $1,241 | $1,241 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $490 | $490 | $0 | $0 |
| STATE FILING FEE | $35 | $35 | $0 | $0 |
| 2022 FORM 990-PF OVERPAYMENT APPLIED TO 2023 ESTIMATES | $2 | $2 | $0 | $0 |
| ADR FEES | $20 | $20 | $0 | $0 |
| 2023 FORM 990-PF ESTIMATE | $998 | $998 | $0 | $0 |
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