DORAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DORAN FAMILY FOUNDATION (EIN 22-6424850)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202441289349103289
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T14:35:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 | 226424850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORA | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 961209 HEMENWAY BARNES | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY E DEMPZE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | DEMPZE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUPING ZHANG CPA | PreparerPersonNm |
| PTIN | P01348992 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
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 | $6,067,651 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $80,834 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,834 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $743,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,354,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $743,684 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $824,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $824,518 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,068 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,068 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,672 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,836 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,836 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,712 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,646 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $282 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $687,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $805,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,095 | CashBOYAmt |
| Cash EOY | $441,428 | CashEOYAmt |
| Cash EOYFMV | $441,428 | CashEOYFMVAmt |
| US Government Obligations BOY | $842,159 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,178,434 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,168,178 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,170,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,140,323 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,458,045 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,059,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,760,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,067,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,296,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,296,682 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,237,112 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,536,497 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,059,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,760,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,059,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,760,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,059,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $687,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,056 | OtherIncreasesAmt |
| Subtotal | $3,760,185 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,760,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,354,232 | GrossSalesPriceAmt |
| Cost Or Other Basis | $610,548 | CostOrOtherBasisAmt |
| Gain Or Loss | $743,684 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $743,684 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $743,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,955 | 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 | $6,955 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,235 | TaxDueAmt |
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 | NANCY E DEMPZE | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY E DEMPZE | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $16,068 | $0 | $0 |
| ROBERT W DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EVELYN H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID L DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELEANOR H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAUL GOODOF | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $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 | $5,531,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,743,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,743,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,657,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $282,860 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $282,860 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,190 | TotalTaxAmt |
| Distributable Before Adj | $271,670 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,670 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,670 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,939 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,670 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,595 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $130,189 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $163,099 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $221,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $548,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,939 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $158,731 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $158,731 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $389,975 | 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 | $389,975 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,053 | ExcessFromYear4Amt |
| Excess From Year3 | $3,843 | ExcessFromYear3Amt |
| Excess From Year2 | $163,099 | ExcessFromYear2Amt |
| Excess From Year1 | $221,980 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W DORAN | ContributingManagerNm |
| Contributing Manager | EVELYN H DORAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER TWILIGHT ACADEMY | |||||||
| 195 W NEWTON ST | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING PURPOSE | $50,000 |
| SHELTERING ARMS FOUNDATION | |||||||
| 140 EASTSHORE DRIVE 200 | GLEN ALLEN | VA | 23059 | NONE | PC | GENERAL OPERATING PURPOSE | $15,000 |
| THE VINEYARD HAVEN PUBLIC | |||||||
| 200 MAIN STREET | VINEYARD HAVEN | MA | 02568 | NONE | PC | GENERAL OPERATING PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,834 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $743,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $824,518 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $824,518 | 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 | HEMENWAY & BARNES - TAX PREPARATION FEE | CategoryTxt |
| Amt | $13,672 | Amt |
| Net Investment Income | $6,836 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,836 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 APPLE INC | $21,794 | $192,530 |
| 1400 ABBOTT LABS | $50,537 | $154,098 |
| 950 ANALOG DEVICES | $94,386 | $188,632 |
| 500 AMERICAN TOWER | $44,361 | $107,940 |
| 880 AMAZON.COM | $49,024 | $133,707 |
| 850 APTARGROUP | $91,087 | $105,077 |
| 500 AMERICAN WATER WORKS | $21,133 | $65,995 |
| 1500 BOSTON SCIENTIFIC | $25,498 | $86,715 |
| 1000 CANADIAN NATL RAILWAY | $86,656 | $125,630 |
| 300 COSTCO WHOLESALE | $17,139 | $198,024 |
| 500 SALESFORCE.COM | $36,331 | $131,570 |
| 650 CHEVRON | $82,923 | $96,954 |
| 450 DANAHER CORP | $35,629 | $104,103 |
| 200 META PLATFORMS INC CLASS A COMMON STOCK (FACEBOOK INC) | $19,822 | $70,792 |
| 1100 FISERV | $84,816 | $146,124 |
| 1200 ALPHABET INC CL A | $30,891 | $167,628 |
| 600 JOHNSON & JOHNSON | $83,213 | $94,044 |
| 525 MICROSOFT CORP | $100,022 | $197,421 |
| 600 NESTLE SA ADR | $53,138 | $69,378 |
| 700 PROCTER & GAMBLE | $77,420 | $102,578 |
| 400 ROCKWELL AUTOMATION | $63,898 | $124,192 |
| 1500 TJX COS | $48,744 | $140,715 |
| 250 THERMO FISHER SCIENTIFIC | $31,534 | $132,698 |
| 575 VISA | $40,301 | $149,701 |
| 850 XYLEM INC | $60,512 | $97,206 |
| 575 ZOETIS INC | $29,874 | $113,488 |
| 500 AUTOMATIC DATA PROCESSING INC COM | $106,160 | $116,485 |
| 800 EDWARDS LIFESCIENCES CORP (EW) | $90,864 | $61,000 |
| 400 HOME DEPOT INC (HD) | $125,786 | $138,620 |
| 155 HONEYWELL INTERNATIONAL INC | $35,027 | $32,505 |
| 450 NIKE INC CLASS B COM NPV (NKE) | $64,442 | $48,857 |
| 400 MEDTRONIC PLC | $39,576 | $32,952 |
| 325 APTIV PLC COM | $39,962 | $29,159 |
| 1200 ADVANCED MICRO DEVICES INC | $65,861 | $176,892 |
| 970 ESTEE LAUDER COMPANIES INC COM | $18,770 | $141,863 |
| 1300 NOVO NORDISK A/S ADR-EACH CNV INTO 1 | $13,423 | $134,485 |
| 200 NVIDIA CORPORATION COM | $35,574 | $99,044 |
| 1200 RTX CORPORATION COM USD1.00 (RTX) | $82,780 | $100,968 |
| 1200 SCHNEIDER ELECTRIC SE UNSPONSORD ADR | $41,415 | $48,275 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,178,434 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,168,178 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $0 | $35 |
| BANK AND CHECKING FEES | $250 | $250 | $0 |
| ADR FEES | $32 | $32 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK AND TAX DIFFERENCE | Desc |
| Amt | $13,056 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,712 | Amt |
| Net Investment Income | $10,712 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,646 | $1,646 | $0 |
| FEDERAL EXCISE TAX PAID DUE TO 2021 RETURN ADJUSTMENT | $4,544 | $0 | $0 |
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