ESTHER H HAWKS TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ESTHER H HAWKS TR (EIN 04-6035212)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-18
- IRS object ID
- 202411709349100606
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-18T10:20:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 046035212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTHER H HAWKS TRUST #0717116 | BusinessNameLine1Txt |
| Business Name Line2 | CHARLES L NEWHALL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESTH | BusinessNameControlTxt |
| Phone | 6174392503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 FEDERAL STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES L NEWHALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174392503 | PhoneNum |
| Signature | 2024-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | NEWHALL | 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 | PAUL F RICH | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $2,936,785 | 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 | $15,021 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,021 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $311,964 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,234 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $203,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,546 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,205 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,341 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $638 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $415 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $223 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,346 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,575 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,771 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,752 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $439 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,420 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $616 | CashBOYAmt |
| Cash EOY | $10,500 | CashEOYAmt |
| Cash EOYFMV | $10,500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $218,927 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,686 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $179,704 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $238,678 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $238,254 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $989,125 | CorporateStockBOYAmt |
| Corporate Stock EOY | $946,396 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,293,675 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $125,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $125,195 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $122,735 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $40,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,553,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,591,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,936,785 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,553,535 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,591,610 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $49 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,553,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,591,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,553,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,591,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,553,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,591,659 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,591,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 SCHLUMBERGER LTD | P | 2020-01-08 | 2023-02-10 | $8,447 | $5,572 | $2,875 | $2,875 |
| 350 VERIZON COMMUNICATIONS INC. | P | 1984-08-08 | 2023-02-10 | $14,004 | $2,902 | $11,102 | $11,102 |
| 30 CHUBB LTD | P | 2016-01-15 | 2023-02-10 | $6,445 | $3,332 | $3,113 | $3,113 |
| 1210 US BANCOPR | P | 2020-10-07 | 2023-04-05 | $42,376 | $47,092 | -$4,716 | -$4,716 |
| 120 JPMORGAN CHASE & CO. | P | 1997-06-13 | 2023-06-26 | $16,732 | $3,550 | $13,182 | $13,182 |
| 35 MICROSOFT CORP | P | 2016-06-03 | 2023-06-26 | $11,553 | $1,813 | $9,740 | $9,740 |
| 1240.2 AT&T INC. | P | 2012-12-12 | 2023-07-21 | $18,273 | $1,245 | $17,028 | $17,028 |
| 1334.8 AT&T INC. | P | 1984-08-08 | 2023-07-21 | $19,667 | $3,952 | $15,715 | $15,715 |
| 228 DUPONT DE NEMOURS INC. | P | 2012-12-12 | 2023-07-21 | $17,171 | $851 | $16,320 | $16,320 |
| 416 VERIZON COMMUNICATIONS INC. | P | 2012-12-12 | 2023-07-21 | $14,082 | $1,147 | $12,935 | $12,935 |
| 634 VERIZON COMMUNICATIONS INC. | P | 1984-08-08 | 2023-07-21 | $21,462 | $5,257 | $16,205 | $16,205 |
| 320 RAYTHEON TECHNOLOGIES CORP | P | 1997-06-13 | 2023-09-13 | $24,199 | $7,178 | $17,021 | $17,021 |
| 200 BRISTOL-MYERS SQUIBB CO | P | 2012-12-12 | 2023-09-28 | $11,634 | $369 | $11,265 | $11,265 |
| 3835.091 DOUBLELINE | P | 2021-12-09 | 2023-09-28 | $32,368 | $40,000 | -$7,632 | -$7,632 |
| 500 RAYTHEON TECHNOLOGIES CORP | P | 1997-06-13 | 2023-09-28 | $36,205 | $11,216 | $24,989 | $24,989 |
| 110 JPMORGAN CHASE & CO. | P | 1997-06-13 | 2023-12-04 | $17,346 | $3,254 | $14,092 | $14,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,234 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,580 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,392 | OverpaymentAmt |
| Applied To ES Tax | $1,392 | 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 | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES L NEWHALL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 FEDERAL STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | INVEST/CUSTODIAL | $19,346 |
| CHARLES L NEWHALL | |||||
| 131 FEDERAL STREET | SALEM | MA | 01970 | TRUSTEE FEE | $9,546 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | TAX PREPARATION FEE | $3,000 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | LEGAL FEES | $638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $2,560,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $328,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,889,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,889,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,846,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,188 | TotalTaxAmt |
| Distributable Before Adj | $139,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,126 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $111,449 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $111,449 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $109,155 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES L NEWHALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2056 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9787441626 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS FOR SCHOLARSHIP GRANT MUST BE COMPLETED AND FILED WITH SUPPORTING DOCUMENTATION BY DEADLINE (USUALLY MAY 1, FOR FIRST TIME APPLICANTS; MAY 15, FOR RENEWAL APPLICANTS). APPLICATIONS FOR RENEWAL OF GRANTS, AND FIRST TIME APPLICATIONS FROM LYNN RESIDENTS IN THEIR SENIOR YEAR IN HIGH SCHOOL, FOR FULL TIME STUDY IN AMERICAN COLLEGES, HAVE USUALLY BEEN GIVEN PREFERENCE. GRANTS MAY ALSO BE MADE TO CHARITABLE ENTITIES USUALLY IN LYNN PRE-SELECTED BY THE TRUSTEES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ABOVE STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ABOVE STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSUMPTION UNIVERSITY | |||||||
| 500 SALLSBURY ST | WORCESTER | MA | 01609 | NONE | PUBLIC | ALL PAID DIRECTLY TO COLLEGES/UNIVERSITIES FOR TUITION & FEES | $5,000 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | BOSTON | MA | 02467 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| CENTRE COLLEGE | |||||||
| 600 W WALNUT STREET | DANVILLE | KY | 40422 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| EMMANUEL COLLEGE | |||||||
| 400 FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| ENDICOTT COLLEGE | |||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| FRAMINGHAM STATE UNIVERSITY | |||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| FRANKLIN PIERCE UNIVERSITY | |||||||
| 40 UNIVERSITY DR | RINDGE | NH | 03461 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 I ST NW | WASHINGTON | DC | 20052 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| GORDON COLLEGE | |||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH ST NW | WASHINGTON | DC | 20059 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| MCPHS UNIVERSITY | |||||||
| 179 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| NORTH CAROLINA CENTRAL UNIVERSITY | |||||||
| 1801 FAYETTEVILLE ST | DURHAM | NC | 27707 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| SALEM STATE UNIVERSITY | |||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| SMITH COLLEGE | |||||||
| LOWER COLLEGE LANE | NORTHAMPTON | MA | 01063 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| ST ANSELM COLLEGE | |||||||
| 100 ANSELM DR | GOFFSTOWN | NH | 03102 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 115 NORTH EAGLEVILLE ROAD | STORRS | CT | 06269 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| UNIVERSITY OF MASSACHUSETTS (AMHERST) | |||||||
| COMMONWEALTH AVE | AMHERST | MA | 01003 | NONE | PUBLIC | SAME AS ABOVE | $15,000 |
| UNIVERSITY OF MASSACHUSETTS (BOSTON) | |||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | NONE | PUBLIC | SAME AS ABOVE | $10,000 |
| UNIVERSITY OF MASSACHUSETTS (LOWELL) | |||||||
| 220 PAWTUCKET STREET | LOWELL | MA | 01854 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| HOLY CROSS DR | NOTRE DAME | IN | 46556 | NONE | PUBLIC | SAME AS ABOVE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | 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 | $15,021 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $125,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $203,392 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,392 | 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 PREP FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $125,195 | EOYBookValueAmt |
| EOYFMV | $122,735 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $946,396 | EOYBookValueAmt |
| EOYFMV | $2,293,675 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $238,678 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $238,254 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $37,204 | BookValueAmt |
| EOYFMV | $37,935 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $638 | LegalFeesAmt |
| Net Investment Income | $415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $223 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORM PC - 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 | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $19,346 | Amt |
| Net Investment Income | $12,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,771 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $439 | $439 | $0 |
| ESTIMATED TAX | $1,193 | $0 | $0 |
| 2022 EXTENSION BALANCE DUE | $1,120 | $0 | $0 |
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