LANDRY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LANDRY FAMILY FOUNDATION (EIN 04-2943405)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-11
- IRS object ID
- 202442859349100719
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-11T14:46:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 042943405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDRY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 6177176383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 BOYLSTON ST SUITE 6 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G BARRIE LANDRY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6177176383 | PhoneNum |
| Signature | 2024-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2024-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,608,951 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,565,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,565,181 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $469,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,630,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $469,065 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $299 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $299 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,034,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,034,545 | 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 |
| Accounting Fees Rev And Expnss | $29,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $580,292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $379,487 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200,805 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,286 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $279,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $275,894 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $976,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $696,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234,489 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,114,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,114,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,090,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $696,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,348,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,055,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,337,878 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,969,958 | CashBOYAmt |
| Cash EOY | $1,201,194 | CashEOYAmt |
| Cash EOYFMV | $1,201,194 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $251,875 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $255,625 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $251,875 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $251,875 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $66,669,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,063,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,063,146 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $30,506,046 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,092,736 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,092,736 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $99,400,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,608,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,608,951 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,400,943 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $104,608,951 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,400,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,608,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,400,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,608,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,400,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,055,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,263,768 | OtherIncreasesAmt |
| Subtotal | $104,608,951 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $104,608,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| FIDELITY #0940 | P | $18,247 | -$18,247 | -$18,247 | |
| FIDELITY #0940 | P | $77,095 | $77,095 | $77,095 | |
| FIDELITY #1574 | P | $49,244 | -$49,244 | -$49,244 | |
| FIDELITY #1574 | P | $170,026 | -$170,026 | -$170,026 | |
| FIDELITY #2901 | P | $5,947 | -$5,947 | -$5,947 | |
| FIDELITY #2901 | P | $573,088 | -$573,088 | -$573,088 | |
| FIDELITY #3426 | P | $20,468 | -$20,468 | -$20,468 | |
| FIDELITY #3426 | P | $54,857 | $54,857 | $54,857 | |
| FIDELITY #5211 | P | $27,416 | $27,416 | $27,416 | |
| FIDELITY #5211 | P | $197,758 | -$197,758 | -$197,758 | |
| FIDELITY #8398 | P | $4,396 | $4,396 | $4,396 | |
| FIDELITY #8398 | P | $85,480 | $85,480 | $85,480 | |
| FIDELITY #8880 | P | $10,986 | -$10,986 | -$10,986 | |
| FIDELITY #8880 | P | $32,956 | -$32,956 | -$32,956 | |
| UBS #4650 | P | $78,287 | -$78,287 | -$78,287 | |
| UBS #4650 | P | $56,031 | $56,031 | $56,031 | |
| PARTNERSHIP INVESTMENTS - ST LOSS | P | $4,884 | -$4,884 | -$4,884 | |
| PARTNERSHIP INVESTMENTS - LT GAIN | P | $898,090 | $898,090 | $898,090 | |
| PARTNERSHIP INVESTMENTS - 1231 GAINS | P | $55,275 | $55,275 | $55,275 | |
| CAPITAL GAINS DIVIDENDS | P | $372,316 | $372,316 | $372,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $469,065 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,403 | OverpaymentAmt |
| Applied To ES Tax | $41,403 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNE THORNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177176373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH STREET 27TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY HOGAN GWINN-LANDRY | |||||||||
| C/O WOLF COMPANY PC 255 STATE | STREET | BOSTON | MA | 02109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| G BARRIE LANDRY | |||||||||
| C/O WOLF COMPANY PC 255 STATE | STREET | BOSTON | MA | 02109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER LANDRY LE | |||||||||
| C/O WOLF COMPANY PC 255 STATE | STREET | BOSTON | MA | 02109 | DIRECTOR | 2.00 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BROWN ADVISORY | |||||
| 100 HIGH STREET 27TH FLOOR | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT FEES | $200,015 |
| SARAH KATHLEEN GAUGER | |||||
| 418 MASSACHUSETTS AVE SUITE 4 | ARLINGTON | MA | 02474 | GRANT COORDINATOR | $182,955 |
| UBS | |||||
| ONE POST OFFICE SQUARE 33RD FLOOR | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT FEES | $177,324 |
| 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 | $68,406,918 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,537,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,336,335 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,280,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,280,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,519,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,761,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,988,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,988,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,597 | TotalTaxAmt |
| Distributable Before Adj | $4,969,466 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,969,466 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,969,466 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,348,653 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,348,653 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,969,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $252,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $1,025,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,277,612 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,348,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,969,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $379,187 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,656,799 | 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 | $252,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,404,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,025,335 | ExcessFromYear1Amt |
| Excess From Current Year | $379,187 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN REPERATORY THEATER | ||||||||
| 64 BRATTLE ST | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| BOATHOUSE FOUNDATION | ||||||||
| PO BOX 2340 | EDGARTOWN | MA | 02539 | NOT RELATED | PC | EXEMPT PURPOSE | $600 | |
| BOSTON BOOK FESTIVAL | ||||||||
| 32R ESSEX STREET SUITE 5 | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| BOSTON MEDFLIGHT | ||||||||
| 150 HANSCOM DRIVE | BEDFORD | MA | 01730 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| BRUNSWICK SCHOOL | ||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $100,000 | |
| CARROLL SCHOOL | ||||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CHANGE SUMMER | ||||||||
| 119 WEST 72ND ST SUITE 187 | NEW YORK | NY | 10023 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| CHICKEN AND EGG PRODUCTIONS | ||||||||
| 45 MAIN STREET SUITE 506 | BROOKLYN | NY | 11201 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| CHOOSE LOVE INC | ||||||||
| 45 W 36TH ST FL 6 | NEW YORK | NY | 100187635 | NOT RELATED | PC | EXEMPT PURPOSE | $140,000 | |
| FOCUSING PHILANTHROPY | ||||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | NOT RELATED | PC | EXEMPT PURPOSE | $250,000 | |
| FRIENDS OF THE PUBLIC GARDEN | ||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| HARVARD RADCLIFF FOUNDATION FOR WOMEN'S ATHLETICS | ||||||||
| PO BOX 419209 | BOSTON | MA | 02241 | NOT RELATED | PC | EXEMPT PURPOSE | $19,300 | |
| HARVARD UNIVERSITY | ||||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $315,000 | |
| HARVARD UNIVERSITY CLUB | ||||||||
| 65 N HARVARD ST | BOSTON | MA | 02163 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HEALTH EQUITY INTERNATIONAL | ||||||||
| 40 GLEN AVE | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $408,233 | |
| HORIZONS AT BRUNSWICK SCHOOL | ||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| HUMANITY RISES INC | ||||||||
| 22 BOSTON WHARF RD FL 7 | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $75,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | NOT RELATED | PC | EXEMPT PURPOSE | $500,000 | |
| INTERNATIONAL RESCUE COMMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NOT RELATED | PC | EXEMPT PURPOSE | $100,000 | |
| KIDS IN CRISIS | ||||||||
| ONE SALEM STREET | COS COB | CT | 06807 | NOT RELATED | PC | EXEMPT PURPOSE | $82,000 | |
| MARANYUNDO INITIATIVE | ||||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $350,000 | |
| MASS DESIGN GROUP | ||||||||
| 1 CHANDLER STREET FLOOR 1 | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $300,000 | |
| MIDDLESEX SCHOOL | ||||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | NOT RELATED | PC | EXEMPT PURPOSE | $95,000 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | NOT RELATED | PC | EXEMPT PURPOSE | $230,000 | |
| MOTHER CAROLINE ACADEMY AND EDUCATION CENTER | ||||||||
| 515 BLUE HILL AVE | DORCHESTER | MA | 02121 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| MUSEUM OF FINE ART | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 | |
| NEIGHBOR TO NEIGHBOR GREENWICH | ||||||||
| 248 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| NETWORK OF ENGAGED INTERNATIONAL DONORS | ||||||||
| 131 DARTMOUTH STREET 3RD FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| ONE LOVE FOUNDATION | ||||||||
| 119 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 2 MORRISSEY BLVD MA5-527-02-07 | DORCHESTER | MA | 02125 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| REFUGEPOINT | ||||||||
| 689 MASSACHUSETTS AVE 2ND FL | BOSTON | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $250,000 | |
| RUNWAY FOR RECOVERY | ||||||||
| 14 INN STREET | NEWBURYPORT | MA | 01950 | NOT RELATED | PC | EXEMPT PURPOSE | $86,864 | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $26,500 | |
| SQUASH HAVEN | ||||||||
| 70 TOWER PARKWAY | NEW HAVEN | CT | 06511 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| SUNDANCE INSTITUTE | ||||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| UNICEF USA | ||||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $124,000 | |
| VINEYARD GOLF CLUB FOUNDATION | ||||||||
| 100 CLUBHOUSE LANE PO BOX 9 | EDGARTOWN | MA | 02539 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| WESTOVER SCHOOL | ||||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| WOMEN MOVING MILLIONS | ||||||||
| 19 FULTON STREET | NEW YORK | NY | 10038 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NORTHWEST | WASHINGTON | DC | 200011436 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| Y2Y | ||||||||
| 10 WARE STREET | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $14,500 | |
| CHAPEL HILL-CHAUNCY HALL SCHOOL | ||||||||
| 785 BEAVER ST | WALTHAM | MA | 024525606 | NOT RELATED | PC | EXEMPT PURPOSE | $182,500 | |
| FRESHGRASS PUBLIC FOUNDATION | ||||||||
| 1675 48TH AVE | SAN FRANCISCO | CA | 94122 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| GREENWICH HOSPITAL | ||||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 | |
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | ||||||||
| PALO ALTO SQUARE | PALO ALTO | CA | 94306 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER BOSTON | ||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| MALALA FUND | ||||||||
| LOCKBOX 11114 400 WHITE CLAY CENTER | NEWARK | DE | 19711 | NOT RELATED | PC | EXEMPT PURPOSE | $666,667 | DRIVE |
| MARTHA'S VINEYARD BOYS AND GIRLS CLUB | ||||||||
| PO BOX 654 | EDGARTOWN | MA | 02539 | NOT RELATED | PC | EXEMPT PURPOSE | $100,000 | |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | ||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NOT RELATED | PC | EXEMPT PURPOSE | $65,000 | |
| NEWTON-WELLESLEY HOSPITAL | ||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NOT RELATED | PC | EXEMPT PURPOSE | $5,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,114,164 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,565,196 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $299 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $469,065 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,034,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,034,560 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $70,063,146 | EOYBookValueAmt |
| EOYFMV | $70,063,146 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $33,092,736 | BookValueAmt |
| EOYFMV | $33,092,736 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP DEDUCTION - OTHER DEDUCTIONS | $244,295 | $244,295 | $0 |
| PARTNERSHIP DEDUCTION - CHARITABLE CONTRIBUTION | $3,934 | $0 | $3,934 |
| PARTNERSHIP DEDUCTION - INVESTMENT INTEREST EXPENSES | $23,464 | $23,464 | $0 |
| PARTNERSHIP DEDUCTION - SECTION 179 DEDUCTION | $4 | $4 | $0 |
| PARTNERSHIP INVESTMENTS - OTHER INCOME/LOSS | $8,131 | $8,131 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS - ROYALTIES | Desc |
| Revenue And Expenses Per Books | $299 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $299 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $65,946 |
| REALIZED & UNREALIZED GAIN/LOSS ADJUSTMENT | $8,313,284 |
| RETURN OF CAPITAL | $877,500 |
| TIMING DIFFERENCE | $7,038 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $377,339 | $377,339 | $0 |
| SARAH K. GAUGER | $182,955 | $0 | $182,955 |
| ADR FEES | $2,148 | $2,148 | $0 |
| JEANNE BROWN | $17,850 | $0 | $17,850 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $40,925 | $40,925 | $0 |
| FEDERAL EXCISE TAX | $40,000 | $0 | $0 |
| STATE TAX WITHHELD | $361 | $361 | $0 |
| STATE UBI ESTIMATED TAXES | $5,000 | $0 | $0 |
Comments