GORDON AND MARJORIE OSBORNE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GORDON AND MARJORIE OSBORNE FOUNDATION (EIN 46-3180600)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-21
- IRS object ID
- 202431739349100203
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-21T03:50:46-05:00 | 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 | 463180600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GORDON AND MARJORIE OSBORNE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION #0756244 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 6174392498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISHLLP BOX 51 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL E MOONEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174392498 | PhoneNum |
| Signature | 2024-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MOONEY | 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) |
|---|---|---|
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,618,237 | 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 | $20,828 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,828 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $207,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $692,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,659,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $692,603 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $920,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $918,228 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,628 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $29,721 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,907 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,722 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,574 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $993 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $993 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,106 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $538,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $538,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $691,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $576,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $229,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $803,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,069 | CashBOYAmt |
| Cash EOY | $1,245 | CashEOYAmt |
| Cash EOYFMV | $1,245 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $502,252 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $486,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $486,899 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $605,889 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,583,733 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,583,068 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,135,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,404,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,517,852 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,066,956 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,064,564 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,029,173 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,311,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,541,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,618,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,311,652 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,541,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,311,652 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,541,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,311,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,541,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,311,652 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $229,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,541,088 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,541,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NUTTER, MCCLENNEN & FISH LLP | PropertyDesc |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,659,012 | GrossSalesPriceAmt |
| Cost Or Other Basis | $966,409 | CostOrOtherBasisAmt |
| Gain Or Loss | $692,603 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $692,603 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $692,603 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,622 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,622 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,456 | OverpaymentAmt |
| Applied To ES Tax | $12,456 | 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 | 0 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RITA A MCCAULEY | ||||||||
| 53 N MEAD STREET C-2 | CHARLESTOWN | MA | 02129 | TRUSTEE | 1.00 | $20,000 | $0 | $0 |
| KARL SPILHAUS | ||||||||
| 35 MONUMENT NECK ROAD | BOURNE | MA | 02532 | TRUSTEE | 1.00 | $20,000 | $0 | $0 |
| MICHAEL E MOONEY | ||||||||
| SEAPORT WEST 155 SEAPORT BLVD | BOSTON | MA | 02210 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUSTEES/LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $111,924 | CompensationAmt |
| 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 | $9,739,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $430,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,169,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,169,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,017,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $500,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $500,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,166 | TotalTaxAmt |
| Distributable Before Adj | $489,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $489,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $489,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $576,606 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $576,606 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $489,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $160,856 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,621 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,411 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $414,888 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $576,606 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $489,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,910 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $501,798 | 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 | $501,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $160,856 | ExcessFromYear3Amt |
| Excess From Year2 | $174,621 | ExcessFromYear2Amt |
| Excess From Year1 | $79,411 | ExcessFromYear1Amt |
| Excess From Current Year | $86,910 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEYOND BORDERS INC | ||||||||
| 5016 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | N/A | NC | GENERAL | $25,000 | |
| CRISTO REY BOSTON HIGH SCHOOL | ||||||||
| 100 SAVIN HILL AVE | DORCHESTER | MA | 02125 | N/A | NC | ACADEMIC SIGNING | $25,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 333 7TH AVE FL2 | NEW YORK | NY | 100015029 | N/A | NC | GENERAL | $20,000 | |
| EAST BOSTON SOCIAL CENTERS EARLY LEARNING PROGRAM | ||||||||
| 68 CENTRAL SQUARE | BOSTON | MA | 02128 | N/A | NC | GENERAL | $25,000 | |
| GORE PLACE SOCIETY | ||||||||
| 52 GORE STREET | WALTHAM | MA | 02453 | N/A | NC | GENERAL | $2,000 | |
| MALDEN CATHOLIC HIGH SCHOOL | ||||||||
| 99 CRYSTAL ST | MALDEN | MA | 02148 | N/A | NC | IN SUPPORT OF THEATRICAL AND MUSIC CLASSES | $10,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| PO BOX 6234 | BOSTON | MA | 021140015 | N/A | NC | IN SUPPORT OF DR. PHILLIPE'S STUDY ON TELOMERES IN MATERNAL BLOOD CELLS AND RISK OF SPONTANEOUS PRETERM BIRTH | $125,000 | |
| NORTH CAROLINA TEXTILE FOUNDATION INC | ||||||||
| 1020 MAIN CAMPUS DR | RALEIGH | NC | 27606 | N/A | NC | GENERAL | $25,000 | |
| SHELBURNE MUSEUM INC | ||||||||
| 6000 SHELBURNE RD | SHELBURNE | VT | 05482 | N/A | NC | GENERAL PURPOSE | $5,000 | |
| SUDBURY VALLEY TRUSTEES INC | ||||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 017762429 | N/A | NC | GENERAL | $120,000 | |
| BENNINGTON MUSEUM INC | ||||||||
| 75 MAIN STREET | BENNINGTON | VT | 05201 | N/A | NC | GENERAL | $1,000 | |
| BUZZARDS BAY COALITION | ||||||||
| 114 FRONT ST | NEW BEDFORD | MA | 02740 | N/A | NC | GENERAL | $50,000 | |
| CHARLES RIVER WATERSHED ASSOCIATION INC | ||||||||
| 41 WEST ST FLOOR 8 | BOSTON | MA | 02111 | N/A | NC | GENERAL | $12,500 | |
| DORSET HISTORICAL SOCIETY | ||||||||
| PO BOX 52 ROUTE 30 AT KENT HILL | DORSET | VT | 05251 | N/A | NC | GENERAL | $1,000 | ROAD |
| FAMILIES FIRST PARENTING PROGRAMS INC | ||||||||
| 50 HUNT ST | WATERTOWN | MA | 02472 | N/A | NC | GENERAL | $10,000 | |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | ||||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | N/A | NC | GENERAL | $10,000 | |
| MASS MENTORING PARTNERSHIP INC | ||||||||
| 75 KNEELAND ST 11TH FLOOR | BOSTON | MA | 02111 | N/A | NC | GENERAL | $10,000 | |
| MONHEGAN HISTORICAL AND CULTURAL MUSEUM ASSOCIATION | ||||||||
| 1 LIGHTHOUSE HILL | MONHEGAN | ME | 04852 | N/A | NC | GENERAL | $1,000 | |
| MORE THAN WORDS INC | ||||||||
| 242 EAST BERKELEY ST | BOSTON | MA | 02118 | N/A | NC | GENERAL | $10,000 | |
| NEW BEDFORD WHALING MUSEUM | ||||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | N/A | NC | GENERAL | $25,000 | |
| PEN ARGYL AREA SCHOOL DISTRICT | ||||||||
| 1620 TEELS RD | PEN ARGYL | PA | 18072 | N/A | NC | GENERAL | $5,000 | |
| SILVER LINING MENTORING INC | ||||||||
| PO BOX 541497 | WALTHAM | MA | 02454 | N/A | NC | GENERAL | $10,000 | |
| UNCORNERED INC | ||||||||
| 222 BOWDOIN ST | DORCHESTER | MA | 02122 | N/A | NC | GENERAL | $10,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | N/A | NC | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $538,500 | 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 | $20,828 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $692,603 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $920,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $920,978 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,064,564 | EOYBookValueAmt |
| EOYFMV | $1,029,173 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $3,404,647 | EOYBookValueAmt |
| EOYFMV | $7,517,852 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,583,733 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,583,068 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,628 | LegalFeesAmt |
| Net Investment Income | $29,721 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,907 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEES FEES | CategoryTxt |
| Amt | $70,296 | Amt |
| Net Investment Income | $52,722 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,574 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $993 | Amt |
| Net Investment Income | $993 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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