EDWIN PHILLIPS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN PHILLIPS FOUNDATION (EIN 04-6025549)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-09
- IRS object ID
- 202402839349100720
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-09T15:01:13-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046025549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWIN PHILLIPS TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2036 WASHINGTON STREET | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA YEUNG | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2024-10-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $13,939,662 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $350,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $350,321 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,152,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,828,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,152,065 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $631 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,503,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,502,386 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,743 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,371 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,371 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $5,667 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,321 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,048 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,419 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,171 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $661,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $661,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $782,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,419 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $718,131 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $720,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,443,967 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,534,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $571,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $571,172 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,687,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,378,950 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,368,490 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,221,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,950,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,939,662 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,221,704 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,950,122 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,221,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,950,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,221,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,950,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,221,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $720,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,201 | OtherIncreasesAmt |
| Subtotal | $12,980,582 | SubtotalAmt |
| Other Decreases | $30,460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,950,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (236 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 54000. INVESCO STLPT MLP SEL 40-Y | 2023-07-14 | $379,620 | $368,960 | $10,660 | $10,660 | ||
| 160. AMERICAN EXPRESS CO | 2023-03-09 | $28,494 | $29,009 | -$515 | -$515 | 2023-02-09 | |
| 60. AUTOMATIC DATA PROCESSING | 2023-08-07 | $14,808 | $13,652 | $1,156 | $1,156 | 2023-02-09 | |
| 30. AUTOMATIC DATA PROCESSING | 2023-10-19 | $7,381 | $6,826 | $555 | $555 | 2023-02-09 | |
| 36. BERKSHIRE HATHAWAY INC-CL B | 2023-03-13 | $10,952 | $11,151 | -$199 | -$199 | 2023-02-09 | |
| 18. BLACKROCK INC | 2023-03-08 | $12,189 | $13,193 | -$1,004 | -$1,004 | 2023-02-09 | |
| 1600. CAUSEWAY INTL VAL-INST | 2023-07-14 | $31,072 | $28,112 | $2,960 | $2,960 | 2023-02-09 | |
| 7100. COHEN & STEERS GL REALTY-I | 2023-11-08 | $325,535 | $361,847 | -$36,312 | -$36,312 | ||
| 40000. COHEN & STEERS INTL RLTY-I | 2023-07-14 | $351,200 | $360,080 | -$8,880 | -$8,880 | ||
| 23000. COLUMBIA REAL EST EQTY-I3 | 2023-05-19 | $276,460 | $285,520 | -$9,060 | -$9,060 | ||
| 30000. COLUMBIA REAL EST EQTY-I3 | 2023-11-20 | $352,500 | $338,700 | $13,800 | $13,800 | 2023-11-08 | |
| 50. COPART INC | 2023-10-19 | $2,213 | $1,741 | $472 | $472 | 2023-02-09 | |
| 150. EOG RESOURCES INC | 2023-08-07 | $19,552 | $19,053 | $499 | $499 | 2023-02-09 | |
| 2500. PARAMETRIC EMRG MRKTS-I | 2023-07-14 | $34,875 | $33,250 | $1,625 | $1,625 | 2023-02-09 | |
| 300. PARAMETRIC EMRG MRKTS-I | 2023-08-07 | $4,197 | $3,990 | $207 | $207 | 2023-02-09 | |
| 50. META PLATFORMS INC-CLASS A | 2023-06-09 | $13,120 | $9,084 | $4,036 | $4,036 | 2023-02-09 | |
| 25. META PLATFORMS INC-CLASS A | 2023-07-14 | $7,716 | $4,542 | $3,174 | $3,174 | 2023-02-09 | |
| 95.528 FH GOVT ULTRASHRT DUR-IS | 2023-06-09 | $939 | $940 | -$1 | -$1 | 2023-05-22 | |
| 28000. FH GOVT ULTRASHRT DUR-IS | 2023-07-14 | $274,960 | $275,520 | -$560 | -$560 | 2023-05-22 | |
| 900. FIDELITY DIVERSIFIED INTL FD | 2023-07-14 | $38,052 | $35,568 | $2,484 | $2,484 | 2023-02-09 | |
| 20. HOME DEPOT INC | 2023-08-07 | $6,542 | $6,436 | $106 | $106 | 2023-02-09 | |
| 5. INTUIT INC | 2023-07-14 | $2,424 | $2,094 | $330 | $330 | 2023-03-09 | |
| 10. INTUIT INC | 2023-08-07 | $5,003 | $4,189 | $814 | $814 | 2023-03-09 | |
| 25. INTUIT INC | 2023-10-19 | $13,062 | $10,472 | $2,590 | $2,590 | 2023-03-09 | |
| 465. ISHARES CORE S&P MIDCAP ETF | 2023-02-09 | $124,320 | $45,129 | $79,191 | $79,191 | 2012-08-31 | |
| 450. ISHARES CORE S&P MIDCAP ETF | 2023-03-09 | $116,158 | $43,673 | $72,485 | $72,485 | 2012-08-31 | |
| 450. ISHARES CORE S&P MIDCAP ETF | 2023-04-10 | $109,111 | $43,673 | $65,438 | $65,438 | 2012-08-31 | |
| 450. ISHARES CORE S&P MIDCAP ETF | 2023-05-08 | $110,066 | $56,283 | $53,783 | $53,783 | ||
| 161. ISHARES CORE S&P MIDCAP ETF | 2023-06-09 | $41,008 | $38,409 | $2,599 | $2,599 | 2022-07-22 | |
| 289. ISHARES CORE S&P MIDCAP ETF | 2023-06-09 | $73,611 | $37,701 | $35,910 | $35,910 | 2020-03-20 | |
| 1493. ISHARES MSCI USA MIN VOL FAC | 2023-02-09 | $108,637 | $99,583 | $9,054 | $9,054 | 2022-09-30 | |
| 1300. ISHARES MSCI USA MIN VOL FAC | 2023-03-09 | $91,989 | $86,710 | $5,279 | $5,279 | 2022-09-30 | |
| 1300. ISHARES MSCI USA MIN VOL FAC | 2023-04-10 | $94,901 | $86,710 | $8,191 | $8,191 | 2022-09-30 | |
| 1300. ISHARES MSCI USA MIN VOL FAC | 2023-05-08 | $95,227 | $86,710 | $8,517 | $8,517 | 2022-09-30 | |
| 1300. ISHARES MSCI USA MIN VOL FAC | 2023-06-09 | $93,759 | $86,710 | $7,049 | $7,049 | 2022-09-30 | |
| 50. JPMORGAN CHASE & CO | 2023-08-07 | $7,825 | $7,090 | $735 | $735 | 2023-02-09 | |
| 1849.903 CLEARBRIDGE LRG CAP GROW-IS | 2023-02-09 | $97,027 | $87,857 | $9,170 | $9,170 | 2019-01-31 | |
| 1500. CLEARBRIDGE LRG CAP GROW-IS | 2023-03-09 | $76,230 | $71,239 | $4,991 | $4,991 | 2019-01-31 | |
| 1500. CLEARBRIDGE LRG CAP GROW-IS | 2023-04-10 | $80,805 | $71,239 | $9,566 | $9,566 | 2019-01-31 | |
| 1500. CLEARBRIDGE LRG CAP GROW-IS | 2023-05-08 | $82,815 | $73,002 | $9,813 | $9,813 | ||
| 618.882 CLEARBRIDGE LRG CAP GROW-IS | 2023-06-09 | $36,384 | $31,025 | $5,359 | $5,359 | ||
| 881.118 CLEARBRIDGE LRG CAP GROW-IS | 2023-06-09 | $51,801 | $37,966 | $13,835 | $13,835 | ||
| 45000. MFS HIGH INCOME FUND-I | 2023-07-12 | $133,200 | $132,865 | $335 | $335 | ||
| 50. MICROSOFT CORP | 2023-10-19 | $16,607 | $13,489 | $3,118 | $3,118 | 2023-02-09 | |
| 99. NIKE INC -CL B | 2023-03-09 | $12,002 | $12,214 | -$212 | -$212 | 2023-02-09 | |
| 2696. PIMCO INTL BND USD HGD-INS | 2023-02-09 | $25,639 | $25,208 | $431 | $431 | 2022-10-21 | |
| 2700. PIMCO INTL BND USD HGD-INS | 2023-03-09 | $25,353 | $25,245 | $108 | $108 | 2022-10-21 | |
| 2700. PIMCO INTL BND USD HGD-INS | 2023-04-10 | $25,785 | $25,245 | $540 | $540 | 2022-10-21 | |
| 2700. PIMCO INTL BND USD HGD-INS | 2023-05-08 | $25,704 | $25,245 | $459 | $459 | 2022-10-21 | |
| 2700. PIMCO INTL BND USD HGD-INS | 2023-06-09 | $25,623 | $25,245 | $378 | $378 | 2022-10-21 | |
| 1800. PAYDEN EQUITY INCOME-INV | 2023-07-14 | $28,602 | $28,944 | -$342 | -$342 | 2023-02-09 | |
| 17500. PIMCO INTL BND UNHDG-INST | 2023-07-14 | $134,225 | $133,119 | $1,106 | $1,106 | ||
| 10000. PIONEER FLOATING RATE-Y | 2023-07-14 | $61,300 | $61,460 | -$160 | -$160 | ||
| 1000. PIONEER FLOATING RATE-Y | 2023-10-19 | $6,100 | $6,120 | -$20 | -$20 | 2023-03-09 | |
| 180. T ROWE PRICE GROUP INC | 2023-03-13 | $18,987 | $21,521 | -$2,534 | -$2,534 | ||
| 620. T ROWE PRICE GROUP INC | 2023-08-17 | $67,471 | $69,837 | -$2,366 | -$2,366 | ||
| 3536.399 PRINCIPAL MIDCAP FUND-R6 | 2023-02-09 | $120,520 | $85,606 | $34,914 | $34,914 | 2017-02-17 | |
| 3400. PRINCIPAL MIDCAP FUND-R6 | 2023-03-09 | $110,296 | $82,304 | $27,992 | $27,992 | 2017-02-17 | |
| 3400. PRINCIPAL MIDCAP FUND-R6 | 2023-04-10 | $111,078 | $82,304 | $28,774 | $28,774 | 2017-02-17 | |
| 3400. PRINCIPAL MIDCAP FUND-R6 | 2023-05-08 | $114,716 | $83,046 | $31,670 | $31,670 | ||
| 505.399 PRINCIPAL MIDCAP FUND-R6 | 2023-06-09 | $17,295 | $16,501 | $794 | $794 | 2022-12-13 | |
| 2894.601 PRINCIPAL MIDCAP FUND-R6 | 2023-06-09 | $99,053 | $57,815 | $41,238 | $41,238 | 2020-03-23 | |
| 5456. PGIM HIGH YIELD-R6 | 2023-02-09 | $25,370 | $27,935 | -$2,565 | -$2,565 | 2020-06-30 | |
| 6000. PGIM HIGH YIELD-R6 | 2023-03-09 | $27,300 | $30,720 | -$3,420 | -$3,420 | 2020-06-30 | |
| 6000. PGIM HIGH YIELD-R6 | 2023-04-10 | $27,600 | $30,720 | -$3,120 | -$3,120 | 2020-06-30 | |
| 6000. PGIM HIGH YIELD-R6 | 2023-05-08 | $27,600 | $30,720 | -$3,120 | -$3,120 | 2020-06-30 | |
| 6000. PGIM HIGH YIELD-R6 | 2023-06-09 | $27,540 | $32,310 | -$4,770 | -$4,770 | ||
| 15. ROPER TECHNOLOGIES INC | 2023-10-19 | $7,349 | $6,489 | $860 | $860 | 2023-02-09 | |
| 707.113 T ROWE PR BLUE CHIP GROW-I | 2023-02-09 | $81,954 | $81,466 | $488 | $488 | 2019-05-01 | |
| 650. T ROWE PR BLUE CHIP GROW-I | 2023-03-09 | $72,384 | $74,886 | -$2,502 | -$2,502 | 2019-05-01 | |
| 650. T ROWE PR BLUE CHIP GROW-I | 2023-04-10 | $78,585 | $74,887 | $3,698 | $3,698 | 2019-05-01 | |
| 650. T ROWE PR BLUE CHIP GROW-I | 2023-05-08 | $81,153 | $71,671 | $9,482 | $9,482 | ||
| 252.149 T ROWE PR BLUE CHIP GROW-I | 2023-06-09 | $33,917 | $29,197 | $4,720 | $4,720 | ||
| 397.851 T ROWE PR BLUE CHIP GROW-I | 2023-06-09 | $53,515 | $40,059 | $13,456 | $13,456 | ||
| 41500. RUSSELL GLOBAL INFRASTR-S | 2023-10-19 | $318,720 | $361,075 | -$42,355 | -$42,355 | ||
| 50. SPDR GOLD SHARES | 2023-07-14 | $9,084 | $8,689 | $395 | $395 | 2023-02-09 | |
| 90. SPDR GOLD SHARES | 2023-10-19 | $16,458 | $15,640 | $818 | $818 | 2023-02-09 | |
| 183. SPDR PORT LNG TRM CORP BND | 2023-07-14 | $4,201 | $4,251 | -$50 | -$50 | 2023-07-13 | |
| 6500. STONE RIDGE H/Y REIN RSK-I | 2023-07-14 | $57,200 | $55,250 | $1,950 | $1,950 | ||
| 500. STONE RIDGE H/Y REIN RSK-I | 2023-08-07 | $4,450 | $4,295 | $155 | $155 | 2023-03-09 | |
| 1000. STONE RIDGE H/Y REIN RSK-I | 2023-10-19 | $9,130 | $8,590 | $540 | $540 | 2023-03-09 | |
| 200. TCW EMERGING MARKETS INCOME | 2023-07-14 | $1,240 | $1,248 | -$8 | -$8 | 2023-02-09 | |
| 18500. NUVEEN INFL LINKD BND FND-R6 | 2023-07-14 | $193,325 | $195,805 | -$2,480 | -$2,480 | ||
| 100. TJX COMPANIES INC | 2023-10-19 | $8,980 | $8,124 | $856 | $856 | 2023-02-09 | |
| 1000. TEXAS INSTRUMENTS INC | 2023-11-08 | $144,826 | $172,468 | -$27,642 | -$27,642 | ||
| 3000. BRIGHT ROCK MID CAP GR-INST | 2023-07-14 | $67,320 | $65,100 | $2,220 | $2,220 | 2023-02-09 | |
| 30. UNION PACIFIC CORP | 2023-08-07 | $6,907 | $6,161 | $746 | $746 | 2023-02-09 | |
| 20. UNITEDHEALTH GROUP INC | 2023-08-07 | $10,113 | $9,758 | $355 | $355 | 2023-02-09 | |
| 50. UNITEDHEALTH GROUP INC | 2023-10-19 | $26,480 | $24,394 | $2,086 | $2,086 | 2023-02-09 | |
| 550. VANGUARD S&P MID-CAP 400 VAL | 2023-07-14 | $46,121 | $47,149 | -$1,028 | -$1,028 | ||
| 50. VANGUARD S&P MID-CAP 400 VAL | 2023-08-07 | $4,229 | $4,286 | -$57 | -$57 | 2023-02-09 | |
| 5023. VANGUARD FTSE DEVELOPED ETF | 2023-02-09 | $230,358 | $164,302 | $66,056 | $66,056 | 2012-08-31 | |
| 4500. VANGUARD FTSE DEVELOPED ETF | 2023-03-09 | $199,984 | $153,379 | $46,605 | $46,605 | ||
| 4500. VANGUARD FTSE DEVELOPED ETF | 2023-04-10 | $202,731 | $172,521 | $30,210 | $30,210 | ||
| 4500. VANGUARD FTSE DEVELOPED ETF | 2023-05-08 | $209,121 | $154,808 | $54,313 | $54,313 | ||
| 2593. VANGUARD FTSE DEVELOPED ETF | 2023-06-09 | $119,334 | $107,454 | $11,880 | $11,880 | 2022-07-22 | |
| 1907. VANGUARD FTSE DEVELOPED ETF | 2023-06-09 | $87,763 | $58,121 | $29,642 | $29,642 | ||
| 976. VANGUARD FTSE EMERGING MARKE | 2023-02-09 | $40,671 | $50,503 | -$9,832 | -$9,832 | 2021-01-29 | |
| 1000. VANGUARD FTSE EMERGING MARKE | 2023-03-09 | $39,710 | $51,745 | -$12,035 | -$12,035 | 2021-01-29 | |
| 1000. VANGUARD FTSE EMERGING MARKE | 2023-04-10 | $40,180 | $51,745 | -$11,565 | -$11,565 | 2021-01-29 | |
| 1000. VANGUARD FTSE EMERGING MARKE | 2023-05-08 | $40,374 | $51,745 | -$11,371 | -$11,371 | 2021-01-29 | |
| 485. VANGUARD FTSE EMERGING MARKE | 2023-06-09 | $19,773 | $19,752 | $21 | $21 | 2022-07-22 | |
| 515. VANGUARD FTSE EMERGING MARKE | 2023-06-09 | $20,996 | $26,649 | -$5,653 | -$5,653 | 2021-01-29 | |
| 3500. VANGUARD M/B SEC INDX-ADM | 2023-07-17 | $64,470 | $64,525 | -$55 | -$55 | ||
| 20. VEEVA SYSTEMS INC-CLASS A | 2023-10-19 | $4,044 | $3,529 | $515 | $515 | 2023-02-09 | |
| 416. VANGUARD S&P 500 ETF | 2023-02-09 | $158,129 | $83,126 | $75,003 | $75,003 | 2016-11-16 | |
| 500. VANGUARD S&P 500 ETF | 2023-03-09 | $183,629 | $99,911 | $83,718 | $83,718 | 2016-11-16 | |
| 500. VANGUARD S&P 500 ETF | 2023-04-10 | $186,769 | $99,911 | $86,858 | $86,858 | 2016-11-16 | |
| 500. VANGUARD S&P 500 ETF | 2023-05-08 | $189,547 | $99,911 | $89,636 | $89,636 | 2016-11-16 | |
| 500. VANGUARD S&P 500 ETF | 2023-06-09 | $197,478 | $99,911 | $97,567 | $97,567 | 2016-11-16 | |
| .6667 VERALTO CORP | 2023-10-13 | $48 | $61 | -$13 | -$13 | 2023-02-09 | |
| 316. VERALTO CORP | 2023-10-19 | $22,207 | $27,110 | -$4,903 | -$4,903 | ||
| 2500. VIRTUS ALPHASIM MGD FUT-I | 2023-10-19 | $25,075 | $25,350 | -$275 | -$275 | 2023-02-09 | |
| 20. WALMART INC | 2023-08-07 | $3,188 | $2,825 | $363 | $363 | 2023-02-09 | |
| 50. WALMART INC | 2023-10-19 | $8,032 | $7,063 | $969 | $969 | 2023-02-09 | |
| 860. WALMART INC | 2023-10-27 | $138,841 | $127,351 | $11,490 | $11,490 | ||
| 5. LINDE PLC | 2023-10-19 | $1,848 | $1,675 | $173 | $173 | 2023-02-09 | |
| 93. CHUBB LTD | 2023-10-19 | $19,589 | $20,145 | -$556 | -$556 | 2023-02-09 | |
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,471 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,152,065 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,071 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,071 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,484 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $24,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,984 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $987 | EsPenaltyAmt |
| Overpayment | $5,926 | OverpaymentAmt |
| Applied To ES Tax | $5,926 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKLAND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7819826155 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2036 WASHINGTON ST | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KIM BOURESSA | ||||||
| 188 PEREGRINE DRIVE | MARSHFIELD | MA | 02050 | CO-TRUSTEE | 1 | $31,150 |
| L RICHARD FONTANA | ||||||
| 49 HANCOCK STREET | MARSHFIELD | MA | 02050 | CO-TRUSTEE | 1 | $800 |
| EDWARD C BANGS | ||||||
| 210 WOODLAWN CIRCLE | MARSHFIELD | MA | 02050 | CO-TRUSTEE | 1 | $800 |
| DONNA R ADMIRAND | ||||||
| 514 WAREHAM ROAD | PLYMOUTH | MA | 023603239 | CO-TRUSTEE | 1 | $800 |
| WALTER B SULLIVAN | ||||||
| 893 MAIN STREET | HINGHAM | MA | 020433503 | CO-TRUSTEE | 1 | $800 |
| ROCKLAND TRUST COMPANY | ||||||
| 2306 WASHINGTON STREET | HANOVER | MA | 02339 | CO-TRUSTEE | 1 | $74,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,973,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,490,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,464,094 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,464,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $201,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,262,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $663,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $663,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,071 | TotalTaxAmt |
| Distributable Before Adj | $643,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $643,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $643,036 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $718,131 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $718,131 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $643,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $638,482 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $718,131 | QualifyingDistributionsAmt |
| Applied To Year1 | $638,482 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,649 | 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 | $563,387 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIM BOURESSA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 188 PEREGRINE WHITE DRIVE | AddressLine1Txt |
| City | MARSHFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 05050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812545461 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abigail MacCurtain | |||||||
| 26 DEIRDRA DR | Plymouth | MA | 02360 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $35,000 |
| Aarshiya Reid | |||||||
| 21 SHEPPARD AVE | Brockton | MA | 02301 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $5,281 |
| Adeline Walker | |||||||
| 141 MARTHA DR | Rockland | MD | 02370 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,840 |
| Ailton Barbosa | |||||||
| 100 MASS AVE | Brockton | MA | 02302 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $1,000 |
| Alex Pateakos | |||||||
| 694 MILL ST | Jefferson | MA | 02206 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $32,100 |
| Alexander Murphy | |||||||
| 33 HIGH ST | West Bridgewater | MA | 02379 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $35,000 |
| Alexia Danielczyk | |||||||
| 341 ARTHUR PAQUIN WAY | Brockton | MA | 02301 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $36,100 |
| Benjamin Velez | |||||||
| 26 FREETOWN ST | Lakeville | MA | 02347 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $5,287 |
| Benjamin Viveiros | |||||||
| 7 WEST ST | West Wareham | MA | 02576 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $35,000 |
| Cam Matthews | |||||||
| 2036 WASHINGTON STREET | Hanover | MA | 02339 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,500 |
| Hunter Coppenrath | |||||||
| 2036 WASHINGTON STREET | Hanover | MA | 02339 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,500 |
| John Lucian | |||||||
| 2036 WASHINGTON STREET | Hanover | MA | 02339 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,500 |
| Matthew Wedge | |||||||
| 2036 WASHINGTON STREET | Hanover | MA | 02339 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,500 |
| Nathan Dente | |||||||
| 2036 WASHINGTON STREET | Hanover | MA | 02339 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,500 |
| Michael Pulkinen | |||||||
| 67 RIDGE ROAD | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,500 |
| Aiden Coveney | |||||||
| 2036 WASHINGTON STREET | Hanover | MA | 02339 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,500 |
| Anthony Hopkins | |||||||
| 2036 WASHINGTON STREET | Hanover | MA | 02339 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,500 |
| Brayden Pontusa-Egan | |||||||
| 16 CROSSMAN CIRCLE | Albington | MA | 02351 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $5,000 |
| Brooke Smith | |||||||
| 19 FORD PARK CIRCLE | Whitman | MA | 02382 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,880 |
| Caleb Duong | |||||||
| 37 PLAZA WAY | Plymouth | MA | 02360 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $20,000 |
| Charlotte Dyer | |||||||
| 18 CHANDLER DRIVE | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $5,200 |
| Charmaine Chisholm | |||||||
| 2036 WASHINGTON STREET | Hanover | MA | 02339 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,000 |
| Cristina Reese | |||||||
| 342 ESSEX STREET | Whitman | MA | 02382 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $5,742 |
| Eben Paretchan | |||||||
| 14 HIGHLAND AVENUE | Whitman | MA | 02382 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $4,380 |
| Elijah Walker | |||||||
| 141 MARTHA DRIVE | Rockland | MA | 02370 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,840 |
| Ellie Niland and James Niland | |||||||
| 9 LIBERTY ROAD | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $30,000 |
| Emily Byrne | |||||||
| 15 PARISH PATHE | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $4,580 |
| Finian Medeiros | |||||||
| 52 CLIFTON STREET | Hull | MA | 02045 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $35,000 |
| Gavin Serra | |||||||
| 123 GENEVIEVE LANE | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $6,750 |
| Gerardo Espinoza | |||||||
| 192 ALGONQUIN STREET | Brockton | MA | 02302 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $3,212 |
| Giovannia Bustamante | |||||||
| 137 HALFWAY POND ROAD | Plymouth | MA | 02360 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $12,280 |
| Grayson McEnroe | |||||||
| 8 WIND ROSE LANE | Plymouth | MA | 02360 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $1,666 |
| Grey Bailey | |||||||
| 83 LIBERTY STREET | Hanson | MA | 02341 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $10,000 |
| Jack O'Malley | |||||||
| 67 PETERSONS PATH | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $5,300 |
| Jacob J Earle | |||||||
| 22 SMITH LANE | Kingston | MA | 02364 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $5,745 |
| Jensen Caldarone | |||||||
| 32 SHARP DRIVE | Plymouth | MA | 02360 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $21,000 |
| Jeremiah Jeffers | |||||||
| 47 HATHAWAY STREET | Wareham | MA | 02571 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $35,000 |
| Jonah Walker | |||||||
| 141 MARTHA DRIVE | Rockland | MA | 02370 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $899 |
| Jonathan Rodriguez | |||||||
| 45 PATRONELLI WAY | Brockton | MA | 02301 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $36,000 |
| Joseph Acorn | |||||||
| 62 BRIGHAM STREET | Whitman | MA | 02382 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $36,000 |
| Kayden Cardoso | |||||||
| 293 WEST ELM STREET | Brockton | MA | 02301 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $37,199 |
| Kenny Jerome | |||||||
| 22 SUMPTER STREET | Brockton | MA | 02302 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $5,000 |
| Levi Feinstein | |||||||
| 140R HERRING POND ROAD | Plymouth | MA | 02360 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $12,000 |
| Lucas Chiano | |||||||
| 785 OCEAN STREET | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $4,750 |
| Maeve Broderick | |||||||
| 512 PEMBROKE WOODS DRIVE | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $5,891 |
| Martinson Elementary School | |||||||
| 257 FOREST STREET | Marshfield | MA | 02050 | NONE | PUBLIC CHARITY | PURCHASES AND SERVICES FOR | $1,200 |
| Nessa Brousseau | |||||||
| 843 PLYMOUTH STREET | Middleboro | MA | 02346 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $6,501 |
| Nicholas Bowden | |||||||
| 15 NEWLAND DRIVE | Whitman | MA | 02382 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $12,000 |
| Rebecca Lyons | |||||||
| 37 OHIO STREET | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $6,240 |
| Simon Costa | |||||||
| 118 BELLEVUE AVENUE | Brockton | MA | 02302 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $1,586 |
| Stephen Walsh | |||||||
| PO BOX 1012 | Marshfield | MA | 02050 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,466 |
| Town of Marshfield | |||||||
| 900 FERRY STREET | Marshfield | MA | 02050 | NONE | GOVERNMENT | PURCHASES AND SERVICES FOR | $1,800 |
| Tyler Bopp | |||||||
| 135 PLEASANT STREET | Pembroke | MA | 02359 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $10,000 |
| Victoria Reardon | |||||||
| 564 LUNNS WAY | Plymouth | MA | 02360 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $2,750 |
| Alexa Bennett | |||||||
| 9 COUNTRY ROAD | West Wareham | MA | 02576 | NONE | INDIVIDUAL | PURCHASES AND SERVICES FOR | $3,495 |
| BOYS AND GIRLS CLUB OF MARSHFIELD | |||||||
| 37 PROPRIETORS DRIVE | MARSHFIELD | MA | 02050 | NONE | PUBLIC CHARITY | PURCHASES AND SERVICES FOR | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $661,960 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $350,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,152,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $631 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,503,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,503,168 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02908 | ZIPCd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | MA | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $12,378,950 | EOYBookValueAmt |
| EOYFMV | $13,368,490 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt |
|---|---|
| LEGAL FEES - PRINCIPAL (ALLOCA | $263 |
| LEGAL FEES - INCOME (ALLOCABLE | $5,404 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 INCOME POSTED IN 2024 | $3,201 |
| REVERSAL ADJUSTMENT | $27,259 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $1,800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $631 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 INCOME POSTED IN 2023 | $25,243 |
| RETURNED CHECK | $12,500 |
| PY ADJUSTMENT | $458 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - QUAL DIV | $3,052 | $3,052 | $0 |
| FOREIGN TAXES - NONQUALIFIED | $996 | $996 | $0 |
| STATE INCOME TAXES | $125 | $0 | $0 |
| FEDERAL ESTIMATES | $148 | $0 | $0 |
Comments