SCARLETT CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCARLETT CHARITABLE TRUST (EIN 83-2906731)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202431279349100433
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T10:01:16-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042738098 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOULSTON & STORRS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 832906731 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCARLET CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCAR | BusinessNameControlTxt |
| Phone | 6174821776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE J HALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174821776 | PhoneNum |
| Signature | 2024-04-25 | 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) |
|---|---|---|
| Phone | 6175746482 | PhoneNum |
| Preparation | 2024-04-25 | 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 | $2,566,098 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $7,389 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,389 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,275 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $173,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,797 | 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,808 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,808 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,769 | TaxesNetInvstIncmAmt |
| 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 | $51 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,768 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,768 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $148,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,279 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $123,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $373,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $373,264 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $814,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $684,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,857,981 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $59,737 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $110,524 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $109,353 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $42,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,059 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $53,852 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $160,317 | OtherAssetsBOYAmt |
| Other Assets EOY | $150,317 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $171,648 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,200,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,346,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,566,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,200,598 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,346,884 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,200,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,346,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,200,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,346,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,200,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $148,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $338 | OtherIncreasesAmt |
| Subtotal | $1,349,447 | SubtotalAmt |
| Other Decreases | $2,563 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,346,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250. KONINKLIJKE DSM NV | 2017-11-22 | 2023-01-25 | $32,109 | $23,194 | $8,915 | $8,915 | |
| .333 VERALTO CORP COMMON | 2016-05-05 | 2023-10-06 | $25 | $9 | $16 | $16 | |
| 30. SANDOZ GROUP AG ADR | 2016-03-18 | 2023-11-13 | $841 | $509 | $332 | $332 | |
| 30. SANDOZ GROUP AG ADR | 2016-05-05 | 2023-11-13 | $841 | $521 | $320 | $320 | |
| 30. SANDOZ GROUP AG ADR | 2016-10-03 | 2023-11-13 | $841 | $554 | $287 | $287 | |
| 60. SANDOZ GROUP AG ADR | 2017-11-13 | 2023-11-13 | $1,681 | $1,163 | $518 | $518 | |
| 100. APPLE COMPUTER INC COM | 2016-03-18 | 2023-11-20 | $19,129 | $2,644 | $16,485 | $16,485 | |
| 100. DISNEY WALT CO COM | 2016-02-01 | 2023-11-20 | $9,534 | $9,532 | $2 | $2 | |
| 75. DISNEY WALT CO COM | 2016-08-22 | 2023-11-20 | $7,150 | $7,226 | -$76 | -$76 | |
| 150. DISNEY WALT CO COM | 2016-11-22 | 2023-11-20 | $14,301 | $14,696 | -$395 | -$395 | |
| 125. DISNEY WALT CO COM | 2016-03-18 | 2023-11-20 | $11,917 | $12,426 | -$509 | -$509 | |
| 125. DISNEY WALT CO COM | 2016-05-05 | 2023-11-20 | $11,917 | $13,119 | -$1,202 | -$1,202 | |
| 25. DISNEY WALT CO COM | 2020-04-28 | 2023-11-20 | $2,383 | $2,703 | -$320 | -$320 | |
| 50. FISERV INC COM | 2017-04-26 | 2023-11-20 | $6,163 | $2,997 | $3,166 | $3,166 | |
| 150. FISERV INC COM | 2017-07-07 | 2023-11-20 | $18,490 | $9,236 | $9,254 | $9,254 | |
| 50. STRYKER CORP COM | 2017-06-05 | 2023-11-20 | $14,395 | $7,221 | $7,174 | $7,174 | |
| 300. SYSCO CORP COM | 1997-08-20 | 2023-11-20 | $21,333 | $2,733 | $18,600 | $18,600 | |
| 50. WASTE MGMT INC | 2016-06-24 | 2023-11-20 | $8,553 | $3,170 | $5,383 | $5,383 | |
| 100. ANALOG DEVICES INC COM | 2016-03-18 | 2023-12-18 | $19,641 | $5,880 | $13,761 | $13,761 | |
| 100. APPLE COMPUTER INC COM | 2016-03-18 | 2023-12-18 | $19,624 | $2,644 | $16,980 | $16,980 | |
| 53.221 AMERICAN FUNDS EUROPACIFIC GR F2 | 2021-12-17 | 2023-12-18 | $2,844 | $3,346 | -$502 | -$502 | |
| 8.002 AMERICAN FUNDS EUROPACIFIC GR F2 | 2022-06-14 | 2023-12-18 | $428 | $388 | $40 | $40 | |
| 438.777 AMERICAN FUNDS EUROPACIFIC GR F2 | 2003-10-23 | 2023-12-18 | $23,448 | $12,251 | $11,197 | $11,197 | |
| 50. MASTERCARD INCORPORATED | 2016-06-24 | 2023-12-18 | $21,208 | $4,605 | $16,603 | $16,603 | |
| 50. WASTE MGMT INC | 2016-06-24 | 2023-12-18 | $8,872 | $3,170 | $5,702 | $5,702 | |
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,544 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,275 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,297 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,297 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,672 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,672 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $625 | 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 | Yes (true) | 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 | LAURIE J HALL ESQ | BusinessNameLine1Txt |
| Business Name Line2 | GOULSTON & STORRS PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175744028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|
| LAURIE J HALL | ||||||
| C/O GOULSTONONE POST OFFICE SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1 | $0 |
| MEREDITH BEEUWKES SCARLET | ||||||
| PO BOX 516 | GROTON | MA | 01450 | TRUSTEE | 1 | $0 |
| BENJAMIN S SCARLET | ||||||
| PO BOX 516 | GROTON | MA | 01450 | 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 | $2,176,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,368,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,368,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,333,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,297 | TotalTaxAmt |
| Distributable Before Adj | $114,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,357 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,768 | 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 | $16,768 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $89,920 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,920 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $317,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,768 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,768 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $97,589 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $97,589 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $219,464 | 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 | $219,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $92,251 | ExcessFromYear2Amt |
| Excess From Year1 | $127,213 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MEREDITH BEEUWKES SCARLET | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK MEADOW MONTESSORI SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 OLD PICKARD LANE | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL & UNRESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | 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 | $7,389 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,133 | 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 | $133,275 | 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 | $173,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,797 | 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 | $1,850 | Amt |
| Net Investment Income | $925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $925 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 60,000 CALVERT IMPACT CAPITAL | $59,947 | $58,921 |
| 50,000 T MOBILE USA INC DTD 5/ | $50,577 | $50,432 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 800 ABBOTT LABS COM | $27,415 | $88,056 |
| 500 ANALOG DEVICES INC COM | $27,638 | $99,280 |
| 700 APPLE COMPUTER | $16,780 | $134,771 |
| 400 APTAR GROUP IN | $35,268 | $49,448 |
| 350 AUTOMATIC DATA PROCESSING | $9,145 | $81,540 |
| 725 CANADIAN NATIONAL RAILWAY | $45,670 | $91,082 |
| 325 DANAHER CORP | $20,253 | $75,186 |
| 600 DISNEY WALT COM | ||
| 550 FISERV INC COM | $32,631 | $73,062 |
| 150 ILLUMINA INC | $21,038 | $20,886 |
| 300 JOHNSON & JOHNSON COM | $16,828 | $47,022 |
| 625 NIKE INC | $35,680 | $101,565 |
| 70 NORDSTROM INC | $3,175 | $1,292 |
| 600 PROCTER & GAMBLE CO COM | $51,562 | $87,924 |
| 325 ROCKWELL AUTOMATION | $36,206 | $100,906 |
| 300 STRYKER CORP COM | $25,770 | $89,838 |
| 800 UNILEVER PLC SPONSORED ADR | $33,154 | $38,784 |
| 200 MASTERCARD INC | $18,200 | $85,302 |
| 750 NOVARTIS AG ADR | $48,795 | $75,728 |
| 475 WASTE MGMT INC | $27,165 | $85,073 |
| 775 XYLEM INC | $31,204 | $88,629 |
| 2900 HALMA PLC | $41,879 | $84,999 |
| 300 SYSCO CORP COM | ||
| 178 NVIDIA CORP | $7,036 | $88,149 |
| 250 KERRY GROUP PLC A | $25,750 | $21,705 |
| 250 KONINKLIJKE DSM NV | ||
| 75 L'OREAL | $18,149 | $37,305 |
| 689 ADVANCED MICRO DEVICES INC | $25,664 | $101,565 |
| 108 VERALTO CORP COMMON | $2,665 | $8,884 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 987.3860 AMERICAN FUNDS EUROPA | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $28,059 | BookValueAmt |
| EOYFMV | $53,852 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 20,000 BOSTON IMPACT INITIATIV | $20,600 | $20,600 | $20,600 |
| 1 IROQUOIS VALLEY FARMLAND REI | $49,717 | $49,717 | $71,048 |
| 55.000 SOCIAL CAPITAL FUND | $55,000 | $55,000 | $55,000 |
| 10,000 UJIMA FUND | $10,000 | $0 | $0 |
| PROMISSORY NOTE FROM COOPERATI | $25,000 | $25,000 | $25,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANS POSTED AFTER PERIOED ENDED | $1,470 |
| ACCRUED INT PD C/O TO 2023 | $1,093 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORM PC & ANNUAL REPORT FILING | $35 | $0 | $35 |
| ADR PASS-THROUGH FEES | $16 | $16 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANS POSTED FOR PRIOR PERIOD | Desc |
| Amt | $338 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES | CategoryTxt |
| Amt | $11,616 | Amt |
| Net Investment Income | $5,808 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,808 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,543 | $1,543 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $226 | $226 | $0 |
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