PAINE CHARITY FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PAINE CHARITY FUND (EIN 04-6013050)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202411299349102066
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T15:01:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043573806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | 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 | 046013050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN D AND SUSAN W PAINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAIN | BusinessNameControlTxt |
| Phone | 6175231635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN W PAINE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| PTIN | P00107798 | PTIN |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $372,330 | FMVAssetsEOYAmt |
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 | $1,716 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,716 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,791 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,791 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $111,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,949 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $10,962 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,962 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,466 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$78,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,483 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,631 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $25,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $48,847 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $47,045 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $279,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $189,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $314,654 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $326,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $248,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $372,330 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $326,709 | CapitalStockBOYAmt |
| Capital Stock EOY | $248,645 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $326,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $248,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $326,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $248,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $326,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$78,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $248,645 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $248,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 15. AMAZON.COM | 2019-03-06 | 2023-12-05 | $2,213 | $1,256 | $957 | $957 |
| 25. AMERICAN EXPRESS CO | 2017-08-03 | 2023-06-08 | $4,257 | $2,153 | $2,104 | $2,104 |
| 50. AMERICAN EXPRESS CO | 2017-08-03 | 2023-12-05 | $8,585 | $4,306 | $4,279 | $4,279 |
| 10. AMERICAN EXPRESS CO | 2017-08-03 | 2023-12-19 | $1,835 | $861 | $974 | $974 |
| 25. AMERIPRISE FINANCIAL INC | 2017-08-03 | 2023-12-05 | $8,759 | $3,645 | $5,114 | $5,114 |
| 5. AMERIPRISE FINANCIAL INC | 2017-08-03 | 2023-12-19 | $1,878 | $729 | $1,149 | $1,149 |
| 50. BANK OF AMERICA CORPORATION | 2020-06-05 | 2023-12-19 | $1,647 | $1,433 | $214 | $214 |
| 25. BECTON DICKINSON & CO | 2017-08-03 | 2023-12-19 | $5,956 | $4,842 | $1,114 | $1,114 |
| 1. BOOKING HLDGS INC | 2019-03-06 | 2023-12-05 | $3,145 | $1,755 | $1,390 | $1,390 |
| 2. BOOKING HLDGS INC | 2019-03-06 | 2023-12-19 | $6,979 | $3,511 | $3,468 | $3,468 |
| 25. CARMAX INC | 2012-03-27 | 2023-12-19 | $1,901 | $873 | $1,028 | $1,028 |
| 15. CHEVRONTEXACO CORP | 2021-12-03 | 2023-12-05 | $2,153 | $1,720 | $433 | $433 |
| 15. CHEVRONTEXACO CORP | 2021-12-03 | 2023-12-19 | $2,244 | $1,720 | $524 | $524 |
| 50. COMCAST CORP CLASS A | 2017-08-03 | 2023-12-19 | $2,235 | $2,000 | $235 | $235 |
| 5. COSTCO WHOLESALE CORP | 2012-03-27 | 2023-12-05 | $3,030 | $458 | $2,572 | $2,572 |
| 10. COSTCO WHOLESALE CORP | 2012-03-27 | 2023-12-19 | $6,775 | $916 | $5,859 | $5,859 |
| 100. EDWARDS LIFESCIENCES CORP | 2017-08-03 | 2023-12-05 | $6,886 | $3,891 | $2,995 | $2,995 |
| 100. EDWARDS LIFESCIENCES CORP | 2017-08-03 | 2023-12-19 | $7,506 | $3,891 | $3,615 | $3,615 |
| 10. EMBECTA CORP COMMON STOCK | 2017-08-03 | 2023-03-09 | $305 | $229 | $76 | $76 |
| 10. META PLATFORMS INC CLASS A | 2017-08-03 | 2023-12-05 | $3,200 | $1,690 | $1,510 | $1,510 |
| 25. FISERV INC WISC | 2019-03-06 | 2023-12-05 | $3,247 | $2,132 | $1,115 | $1,115 |
| 25. FISERV INC WISC | 2019-03-06 | 2023-12-19 | $3,345 | $2,132 | $1,213 | $1,213 |
| 5. HOME DEPOT INC | 2012-03-27 | 2023-12-05 | $1,611 | $251 | $1,360 | $1,360 |
| 5. HOME DEPOT INC | 2012-03-27 | 2023-12-19 | $1,759 | $251 | $1,508 | $1,508 |
| 200. ISHARES TIPS BOND (MKT) | 2020-09-03 | 2023-12-19 | $21,466 | $25,358 | -$3,892 | -$3,892 |
| 15. J P MORGAN CHASE & CO | 2012-03-27 | 2023-06-08 | $2,099 | $691 | $1,408 | $1,408 |
| 35. J P MORGAN CHASE & CO | 2012-03-27 | 2023-12-05 | $5,496 | $1,612 | $3,884 | $3,884 |
| 10. J P MORGAN CHASE & CO | 2012-03-27 | 2023-12-19 | $1,658 | $461 | $1,197 | $1,197 |
| 50. JOHNSON & JOHNSON | 1911-11-11 | 2023-12-19 | $7,761 | $292 | $7,469 | $7,469 |
| 7. LINCOLN ELECTRIC HOLDINGS INC | 2022-11-02 | 2023-12-19 | $1,535 | $996 | $539 | $539 |
| 10. MICROSOFT CORP | 2020-06-05 | 2023-12-19 | $3,728 | $1,863 | $1,865 | $1,865 |
| 25. NVIDIA CORP | 2017-08-03 | 2023-06-08 | $9,430 | $1,039 | $8,391 | $8,391 |
| 10. NVIDIA CORP | 2017-08-03 | 2023-12-05 | $4,633 | $416 | $4,217 | $4,217 |
| 10. NVIDIA CORP | 2017-08-03 | 2023-12-19 | $4,934 | $416 | $4,518 | $4,518 |
| 20. ROPER INDUSTRIES INC (NEW) | 2017-08-03 | 2023-12-05 | $10,699 | $4,691 | $6,008 | $6,008 |
| 5. ROPER INDUSTRIES INC (NEW) | 2017-08-03 | 2023-12-19 | $2,714 | $1,173 | $1,541 | $1,541 |
| 25. SMITH A O CORP | 2020-07-27 | 2023-12-19 | $1,995 | $1,324 | $671 | $671 |
| 15. STARBUCKS CORP | 2020-06-05 | 2023-12-05 | $1,447 | $1,231 | $216 | $216 |
| 10. STARBUCKS CORP | 2020-06-05 | 2023-12-19 | $971 | $820 | $151 | $151 |
| 20. STRYKER CORP | 2012-03-27 | 2023-12-19 | $5,811 | $1,111 | $4,700 | $4,700 |
| 50. 3M COMPANY | 2012-03-27 | 2023-03-23 | $5,110 | $4,473 | $637 | $637 |
| 305. VANGUARD SHORT-TERM BOND ETF (MKT) | 2020-09-03 | 2023-12-19 | $23,382 | $25,366 | -$1,984 | -$1,984 |
| 15. VISA INC COM CL A | 2014-03-12 | 2023-06-08 | $3,356 | $852 | $2,504 | $2,504 |
| 20. VISA INC COM CL A | 2014-03-12 | 2023-12-05 | $5,057 | $1,137 | $3,920 | $3,920 |
| 15. VISA INC COM CL A | 2014-03-12 | 2023-12-19 | $3,876 | $852 | $3,024 | $3,024 |
| 50. VMWARE INC CLASS A SHS | 2020-07-27 | 2023-11-27 | $7,125 | $6,178 | $947 | $947 |
| 5. WATSCO INC | 2020-06-05 | 2023-12-05 | $1,987 | $902 | $1,085 | $1,085 |
| 20. WATSCO INC | 2020-06-05 | 2023-12-19 | $8,579 | $3,610 | $4,969 | $4,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,791 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $318 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $318 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,204 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175231635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN W PAINE | ||||||
| 90 BRATTLE STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 1 | $0 |
| LISA N MINGOLLA | ||||||
| S W ONE POST OFFICE SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1 | $0 |
| DEBORAH L ALLINSON | ||||||
| 17 MARTINS COVE ROAD | HINGHAM | MA | 02043 | TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $471,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $493,494 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $493,494 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $486,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,522 | TotalTaxAmt |
| Distributable Before Adj | $22,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,783 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,547 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $187,547 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $113,030 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,641 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,249 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,547 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,783 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164,764 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $309,013 | 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 | $309,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,030 | ExcessFromYear4Amt |
| Excess From Year3 | $13,800 | ExcessFromYear3Amt |
| Excess From Year2 | $8,641 | ExcessFromYear2Amt |
| Excess From Year1 | $8,778 | ExcessFromYear1Amt |
| Excess From Current Year | $164,764 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN W PAINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $150,000 | |
| BOSTON BALLET | ||||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,500 | OFFICE OF INSTITUTIONAL ADVANCEMENT |
| BRATTLE FILM FOUNDATION | ||||||||
| 40 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| HISTORY CAMBRIDGE | ||||||||
| 159 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $250 | |
| COTTING SCHOOL | ||||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | ADVANCEMENT OFFICE |
| GREAT DIXTER CHARITABLE TRUST | ||||||||
| 20 WEST 44TH STREET | SUITE | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,500 | THE ROYAL OAK FOUNDATION |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| MASSART FOUNDATION | ||||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| SOCIETY OF SAINT JOHN | ||||||||
| 980 MEMORIAL DRIVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $300 | THE EVANGELIST |
| VNA CARE NETWORK & HOSPICE | ||||||||
| 199 ROSEWOOD DRIVE SUITE 180 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | DEVELOPMENT OFFICE |
| 909 WBUR | ||||||||
| 890 COMMONWEALTH AVENUE THIRD FLR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| BEHEARDWORLD | ||||||||
| 536 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| PROJECT STEP | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | SYMPHONY HALL |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| SOFT POWER HEALTH | ||||||||
| 2887 PURCHASE STREET | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| VERMONT CENTER FOR ECOSTUDIES | ||||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,500 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 20 OLD COLONY AVENUE 2ND FL | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| MANOMET | ||||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| THE WOMEN'S LUNCH PLACE | ||||||||
| PO BOX 170900 | BOSTON | MA | 02117 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| ARMSTRONG HERITAGE MUSEUM | ||||||||
| 425 6TH STREET | ARMSTRONG | IA | 50514 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $300 | |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATION | ||||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| MASS MOCA | ||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| 152 COMMONWEALTH FOUNDATION | ||||||||
| 152 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| ENROOT | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| PO BOX 55036 | BOSTON | MA | 022058652 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | SCHOOL OF THE MUSEUM OF FINE ART |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $3,000 | |
| FAMILYAID | ||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,716 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,791 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,949 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,700 | Amt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| CARMAX INC | $3,492 |
| COSTCO WHOLESALE CORP NEW | $1,832 |
| HOME DEPOT INC | $1,257 |
| JPMORGAN CHASE & CO | $1,842 |
| JOHNSON & JOHNSON | $292 |
| STRYKER CORP | $1,667 |
| 3M CO | |
| VISA INC CLASS A | $1,989 |
| ALPHABET INC CAP STK CL A | $3,004 |
| AMERICAN EXPRESS CO | $3,444 |
| AMERIPRISE FINANCIAL INC | $2,916 |
| BECTON DICKINSON & CO | $4,842 |
| COMCAST CORP CLASS A | $6,000 |
| EDWARDS LIFESCIENCES CORP | |
| META PLATFORMS | $4,225 |
| NVIDIA CORP | $1,247 |
| ROPER TECHNOLOGIES INC | |
| FISERVE INC | $4,263 |
| BOOKING HLDGS INC | $3,511 |
| VALERO ENERGY CORP | $4,050 |
| AMAZON INC | $7,120 |
| BALL CORP | $7,499 |
| BANK OF AMERICA CORP | $5,732 |
| CHEVRON CORP | $7,691 |
| ISHARES TIPS BOND | |
| ISHARES US PREFERRED STOCK | $25,205 |
| MICROSOFT CORP | $7,451 |
| SMITH A O CORP | $6,622 |
| STARBUCKS CORP | $6,153 |
| VANGUARD SHORT-TERM BOND | |
| VERIZON COMMUNICATIONS INC | $9,169 |
| VMWARE INC CLASS A | |
| WATSCO INC | $4,512 |
| EMBECTA CORP | |
| LINCOLN ELECTRIC HOLDINGS INC | $5,692 |
| ADOBE SYSTEMS INC | $8,933 |
| AMERICAN WATER WORKS CO INC | $6,590 |
| APPLE INC | $9,689 |
| ELI LILLY & CO | $5,844 |
| NEXTERA ENERGY INC | $5,836 |
| ROPER TECHNOLOGIES INC COM | $3,518 |
| LINDE PLC COM | $6,038 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $48,847 | USGovtObligationsBookVlEOYAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $10,962 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,962 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,466 | Amt |
| Net Investment Income | $2,466 | NetInvestmentIncomeAmt |
Comments