LINCOLN AND THERESE FILENE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN AND THERESE FILENE FOUNDATION INC (EIN 23-7423946)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-27
- IRS object ID
- 202441799349100414
- Schema version
- 2023v5.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-27T10:13:15-05:00 | 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 | 237423946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN & THERESE FILENE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | #0706176 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINC | BusinessNameControlTxt |
| Phone | 6174392498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH LLP POB 514 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MANUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174392498 | PhoneNum |
| Signature | 2024-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | MANUS | 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 | $28,793,674 | 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 | $93,476 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93,476 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $525,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $525,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,062,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,072,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,105,906 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,681,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,725,059 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $251,431 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $163,430 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $88,001 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,014 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,705 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,563 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,813 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $44,276 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $44,276 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $416,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $223,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $164,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,447,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,447,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,864,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $223,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,612,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $816,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,501,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,071 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,493,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,918,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,918,995 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,238,947 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,985,194 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,975,541 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,289,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,355,106 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,191,903 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,148,654 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,749,377 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,706,735 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,182,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,009,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,793,674 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,163,601 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,163,601 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,019,021 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,845,571 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,182,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,009,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,182,622 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,009,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,182,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $816,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,968 | OtherIncreasesAmt |
| Subtotal | $15,009,172 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,009,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NUTTER MCCLENNEN & FISH, LLP | 2023-12-31 | $4,658,787 | $2,565,488 | $2,093,299 | $2,093,299 |
| NUTTER MCCLENNEN & FISH, LLP | 2023-12-31 | $413,767 | $401,160 | $12,607 | $12,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,105,906 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,347 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,347 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $614 | EsPenaltyAmt |
| Overpayment | $17,966 | OverpaymentAmt |
| Applied To ES Tax | $17,966 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GILLIAN LAUTENBACH | ||||||||
| 367 AUBREY ROAD | WYNNEWOOD | PA | 19096 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| HEATHER C SEARS | ||||||||
| 1607 JOSE LANE | ESCONDIDO | CA | 92026 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| DEBORAH MANUS | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | TREASURER/SECRETARY | 0.00 | $0 | $0 | $0 |
| J SCOTT LADD | ||||||||
| 129 MAPLE RIDGE DRIVE | WINTHROP | ME | 04364 | ASSISTANT TREASURER | 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 |
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 | TRUSTEE, LEGAL & TAX PREPARATION FEES | ServiceTypeTxt |
| Compensation | $338,445 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,626,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,983,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,609,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,609,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $414,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,195,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,359,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,359,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,767 | TotalTaxAmt |
| Distributable Before Adj | $1,325,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $9,968 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,334,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,334,978 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,612,030 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,612,030 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,334,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $605,007 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $605,007 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,612,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,334,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $277,052 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $882,059 | 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 | $882,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $605,007 | ExcessFromYear1Amt |
| Excess From Current Year | $277,052 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALANE H WALLIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NUTTER MCCLENNEN FISH LLP 155 | AddressLine1Txt |
| Address Line2 | SEAPORT BLVD | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174392498 | RecipientPhoneNum |
| Form And Info And Materials | GUIDELINES AVAILABLE BY REQUEST 617-439-2458 OR @FILENEFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 & SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO NEW ENGLAND 1)CIVIC EDUCATION 2)HUMAN DEVELOPEMENT 3)BROADCASTING 4)PERFORMING ARTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVE | ||||||||
| 1919 M STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PUBLIC | COMMUNITY BUILDING EVENTS SUMMER 2023 | $7,800 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL FUND | $5,000 | |
| BILL OF RIGHTS INSTITUTE | ||||||||
| 1310 NORTH COURTHOUSE RD 620 | ARLINGTON | VA | 22201 | NONE | PUBLIC | PROFESSIONAL DEVELOPMENT FOR BOSTON AREA TEACHERS | $45,000 | |
| BOSTON CASA | ||||||||
| 85 MERRIMAC ST 401 | BOSTON | MA | 02114 | NONE | PUBLIC | INCREASING BOSTON CASA'S IMPACT ON TRADITIONAL AGED YOUTH | $20,000 | |
| BOSTON EDUCATION DEVELOPMENT FOUNDATION INC | ||||||||
| 7 PALMER STREET | ROXBURY | MA | 02119 | NONE | PUBLIC | MAKING MUSIC MATTERS | $15,000 | |
| BOSTON LYRIC OPERA | ||||||||
| DEPARTMENT 1660 PO BOX 986500 | BOSTON | MA | 02298 | NONE | PUBLIC | CREATE YOUR OWN OPERA | $10,000 | |
| BOY'S AND GIRLS CLUB OF DORCHESTER | ||||||||
| 1135 DORCHESTER AVE | DORCHESTER | MA | 02125 | NONE | PUBLIC | SUPPORT OF MUSIC THERAPY PROGRAM | $15,000 | |
| BROOKLINE INTERACTIVE GROUP | ||||||||
| 46 TAPPAN ST | BROOKLINE | MA | 02445 | NONE | PUBLIC | CIVIC BROOKLINE | $20,000 | |
| CAMBRIDGE ECONOMIC OPPORTUNITY COMMITTEE INC | ||||||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | FINANCIAL FITNESS PARTIES | $20,000 | |
| CASA MYRNA VAZQUEZ INC | ||||||||
| 451 BLUE HILL AVENUE | BOSTON | MA | 02121 | NONE | PUBLIC | SHELTER & SUPPORTIVE SERVICES FOR DOMESTIC VIOLENCE SURVIVORS AND THEIR CHILDREN | $15,000 | |
| CATHOLIC CHARITIES WORCESTER COUNTY | ||||||||
| 10 HAMMOND STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | ANNUAL GIFT | $10,000 | |
| CHILDREN'S ADVOCACY CENTER OF SUFFOLK COUNTY | ||||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC | SUPPORT TO END EXPLOITATION NOW | $20,000 | |
| COMBINED JEWISH PHILANTROPIES | ||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC | ANNUAL GIFT | $5,000 | |
| COURAGEOUS SAILING | ||||||||
| CHARLESTOWN NAVY YARD ONE FIRST | BOSTON | MA | 02129 | NONE | PUBLIC | SWIM SAIL SCIENCE PROGRAM | $15,000 | AVENUE |
| ELEVATED THOUGHT INC | ||||||||
| 15 UNION ST 608 | LAWRENCE | MA | 01840 | NONE | PUBLIC | I AM ART. I AM CHANGE APPRENTICESHIP | $10,000 | |
| EMERGE INC | ||||||||
| 9180 RUMSEY RD SUITE D-2 | COLUMBIA | MD | 21045 | NONE | PUBLIC | SUPPORT OF RESPONSIBLE FATHERHOOD PROGRAM | $10,000 | |
| EMPATH | ||||||||
| 423 BROOKLINE AVE SUITE 223 | BOSTON | MA | 02215 | NONE | ABBOT HOUSE | $20,000 | ||
| EPIPHANY SCHOOL | ||||||||
| 154 CENTRE ST | BOSTON | MA | 02124 | NONE | PUBLIC | SUMMER INTENSIVE | $10,000 | |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | ||||||||
| 430 N CANAL ST | LAWRENCE | MA | 01840 | NONE | PUBLIC | NURTURING FATHERS PROGRAM | $10,000 | |
| FOUND IN TRANSLATION | ||||||||
| 1532B DORCHESTER AVE | BOSTON | MA | 02122 | NONE | PUBLIC | LANGUAGE ACCESS FELLOWSHIP | $25,000 | |
| FRIENDS OF THE CHILDREN-BOSTON | ||||||||
| 184 DUDLEY ST SUITE 100 | BOSTON | MA | 02119 | NONE | PUBLIC | PROFESSIONAL MENTORING FOR HIGH-RISK YOUTH | $20,000 | |
| GENERATION CITIZEN INC | ||||||||
| 110 WALL ST 5TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC | BOSTON ACTION CIVICS EDUCATION | $20,000 | |
| GIRLSTART | ||||||||
| 1400 W ANDERSON LANE | AUSTIN | TX | 78757 | NONE | PUBLIC | YEAR-ROUND STEM EDUCATION FOR UNDERSERVED GIRLS IN GREATER BOSTON | $10,000 | |
| GUERILLA OPERA | ||||||||
| PO BOX 230486 | BOSTON | MA | 02123 | NONE | ULULATIONS AND GURGLES OF THE INVISIBLE | $10,000 | ||
| ICIVICS | ||||||||
| 1035 CAMBRIDGE STREET SUITE 21B | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | PRIVATE 1: NEW CIVICS RESOURCE FOR MA STUDENTS | $20,000 | |
| JEWISH VOCATIONAL SERVICES | ||||||||
| 75 FEDERAL ST | BOSTON | MA | 02110 | NONE | PUBLIC | NURSES AID AND PHARMACY TECHNICIAN TRAINING PROGRAMS | $35,000 | |
| LA COLABORATIVA INC | ||||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NONE | PUBLIC | YEAR ROUND JOBS - APPRENTICESHIP PROGRAM | $20,000 | |
| LA VIDA INC | ||||||||
| 120 MUNROE ST | LYNN | MA | 01901 | NONE | PUBLIC | EXPANDING EQUITY IN HIGHER EDUCATION FOR LYNN AND CHELSEA, MA | $10,000 | |
| LONGY SCHOOL OF MUSIC OF BARD COLLEGE | ||||||||
| 27 GARDEN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | MUSIC AS A HEALING ART CERTIFICATE | $15,000 | |
| LOVE LIFE NOW FOUNDATION | ||||||||
| PO BOX 116 | AVON | MA | 02322 | NONE | THE GET SAFE FUND | $15,000 | ||
| MAINE COMMUNITY FOUNDATION | ||||||||
| 245 MAIN STREET | ELLSWORTH | ME | 04605 | NONE | PUBLIC | IN SUPPORT OF THE VICTIMS AND SURVIVORS OF THE RECENT LEWISTON SHOOTINGS | $10,000 | |
| MUSICONNECTS | ||||||||
| 20 BELGRADE AVE | ROSLINDALE | MA | 02131 | NONE | PUBLIC | EDUCATION PROGRAMS | $15,000 | |
| MY LIFE MY CHOICE A PROGRAM OF JUSTICE RESOURCE | ||||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC | SURVIVOR EMPOWERMENT INITIATIVE: BRIDGING THE GAP TO ADULTHOOD | $25,000 | |
| PRIMARY SOURCE | ||||||||
| 63 PLEASANT STREET SUITE 220 | WATERTOWN | MA | 02472 | NONE | PUBLIC | INVESTIGATING HISTORY:FOUNDATION FOR CIVIC LIFE | $20,000 | |
| PROJECT CITIZEN | ||||||||
| 5115 DOUGLAS FIR ROAD SUITE J | CALABASAS | CA | 91302 | NONE | PUBLIC | CITIZENSHIP SERVICES AND EDUCATION FOR EASTERN MASSACHUSETTS | $20,000 | |
| READ TO A CHILD | ||||||||
| 20 WILLIAM ST G25 | WELLESLEY | MA | 02481 | NONE | PUBLIC | READ ALOUD MENTORING PROGRAM | $15,000 | |
| RIA HOUSE INC | ||||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | CLINICAL THERAPY SERVICES FOR HUMAN TRAFFICKING SURVIVORS | $25,000 | |
| ROUTE ONE MINISTRY | ||||||||
| 2 SAN JUAN STREET | BOSTON | MA | 02118 | NONE | PUBLIC | JOB PLACEMENT PROGRAM FOR VULNERABLE WOMEN | $10,000 | |
| SHELTER MUSIC BOSTON | ||||||||
| 1337 MASSACHUSETTS AVE 116 | ARLINGTON | MA | 02476 | NONE | PUBLIC | CLASSICAL MUSIC CONCERTS IN BOSTON AREA HOMELESS SHELTERS, RECOVERY CENTERS, AND AFTER SCHOOL PROGRAMS | $10,000 | |
| SKIDMORE COLLEGE | ||||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | FILENE MUSIC PROGRAM | $175,000 | |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | ||||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | NONE | PUBLIC | SCHOOL TO SPORTSMEN'S PROGRAM | $20,000 | |
| THE NEIGHBORHOOD DEVELOPERS INC | ||||||||
| 4 GERRISH AVE | CHELSEA | MA | 02150 | NONE | PUBLIC | CONNECT ONE-ON-ONE FINANCIAL AND EMPLOYMENT COACHING PROGRAM | $40,000 | |
| WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS | ||||||||
| 1551 TRAP RD | VIENNA | VA | 22182 | NONE | PUBLIC | BUILDING PROJECT; WOLF TRAP OPERA, FILENE ARTIST RESIDENCE, WTO CAREER GRANTS, INSTITUTE FOR EARLY LEARNING THROUGH THE ARTS, VIRGINIA EXPANSION:TEACHING ARTIST TRAINING AND RECRUITMENT | $550,000 | |
| YOUTH DEVELOPMENT ORGANIZATION | ||||||||
| 15 UNION ST 500 | LAWRENCE | MA | 01840 | NONE | PUBLIC | YDO PERFORMING ARTS PROGRAMMING | $10,000 | |
| ZUMIX INC | ||||||||
| 260 SUMNER ST | EAST BOSTON | MA | 02128 | NONE | PUBLIC | 94.9 FM ZUMIX RADIO | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,447,800 | 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 | $93,476 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $525,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,062,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,681,164 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,681,164 | 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 | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,749,377 | EOYBookValueAmt |
| EOYFMV | $1,706,735 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $8,355,106 | EOYBookValueAmt |
| EOYFMV | $22,191,903 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,985,194 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,975,541 | 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 | $251,431 | LegalFeesAmt |
| Net Investment Income | $163,430 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $88,001 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $1,000 | $0 | $1,000 |
| MISC. OFFICE SUPPLIES | $498 | $0 | $498 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REC'D FROM SPARK BUSINESS CIVIC SERIES - RETURN OF UNUSED GRANT FUNDS | Desc |
| Amt | $9,968 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE COMPENSATION | CategoryTxt |
| Amt | $82,014 | Amt |
| Net Investment Income | $53,309 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,705 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $16,750 | $0 | $0 |
| FOREIGN TAX PAID | $3,813 | $3,813 | $0 |
| 2022 EXTENSION PAYMENT | $12,000 | $0 | $0 |
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