EDMUND AND MARY COMEY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDMUND AND MARY COMEY CHARITABLE FOUNDATION (EIN 20-3121701)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2024-11-21
- IRS object ID
- 202403269349101100
- 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
- Applied To Prior Year Election
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-21T13:23:31-06:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273396508 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE TRUST LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203121701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMUND AND MARY COMEY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION DTD 4/26/1990 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDMU | BusinessNameControlTxt |
| Phone | 6175236531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LWC 230 CONGRESS STREET 12FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NUSHIN KORMI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175236531 | PhoneNum |
| Signature | 2024-11-21 | 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 | CATHERINE LEE | PreparerPersonNm |
| PTIN | P01803832 | PTIN |
| Phone | 6175236531 | PhoneNum |
| Preparation | 2024-11-21 | 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 | $3,367,855 | 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 |
| Dividends Rev And Expnss | $35,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,898 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $230,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,898 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,197 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,486 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,946 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,754 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,754 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,938 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,938 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,210 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,423 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,711 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,711 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,692 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$267,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,755 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $624 | CashBOYAmt |
| Cash EOY | $764 | CashEOYAmt |
| Cash EOYFMV | $764 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,185,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,000,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,351,091 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,285,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,017,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,367,855 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,372,164 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,372,164 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$86,877 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$354,632 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,285,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,017,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,285,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,017,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,285,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$267,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,017,532 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,017,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 245 SHS ECHOLAB INC | 2016-01-20 | 2023-08-24 | $44,019 | $25,247 | $18,772 | $18,772 |
| 125 SHS ABBOTT LABORATORIES | 2013-05-15 | 2023-08-24 | $13,105 | $4,704 | $8,401 | $8,401 |
| 225 SHS ABBOTT LABORATORIES | 2013-09-13 | 2023-08-24 | $23,589 | $7,830 | $15,759 | $15,759 |
| 120 SHS META PLATFORMS INC | 2017-01-24 | 2023-08-24 | $35,556 | $15,454 | $20,102 | $20,102 |
| 55 SHS META PLATFORMS INC | 2018-05-15 | 2023-08-24 | $16,296 | $10,119 | $6,177 | $6,177 |
| 200 SHS PAYPAL HOLDINGS INC | 2020-12-16 | 2023-08-24 | $12,278 | $45,259 | -$32,981 | -$32,981 |
| 120 SHS PAYPAL HOLDINGS INC | 2021-01-13 | 2023-08-24 | $7,367 | $29,504 | -$22,137 | -$22,137 |
| 105 SHS PAYPAL HOLDINGS INC | 2021-09-08 | 2023-08-24 | $6,446 | $30,360 | -$23,914 | -$23,914 |
| .667 SHS VERALTO CORP | 2007-11-19 | 2023-10-11 | $49 | $7 | $42 | $42 |
| 40 SHS MICROSOFT | 2019-01-03 | 2024-01-10 | $15,248 | $3,945 | $11,303 | $11,303 |
| 350 SHS EDWARDS LIFESCIENCE CORP | 2020-09-09 | 2024-01-10 | $26,574 | $29,899 | -$3,325 | -$3,325 |
| 70 SHS EDWARDS LIEFSCIENCE CORP | 2022-11-22 | 2024-01-10 | $5,315 | $5,181 | $134 | $134 |
| 55 SHS MASTERCARD INC | 2011-02-11 | 2024-05-08 | $24,885 | $1,387 | $23,498 | $23,498 |
| CASH IN LIEU - COGNIZANT TECHNOLOGY SOLUTIONS | 2023-11-09 | $67 | $67 | $67 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,898 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $427 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $427 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $891 | 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 | $891 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $464 | OverpaymentAmt |
| Applied To ES Tax | $464 | 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 | LORING WOLCOTT COOLIDGE TRUST LLC | IndividualWithBooksNm |
| Phone | 6175236531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GILBERT M RODDY JR | ||||||||
| 230 CONGRESS STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $8,243 | $0 | $0 |
| NUSHIN KORMI | ||||||||
| 230 CONGRESS STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $8,243 | $0 | $0 |
| 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 |
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 | $3,096,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,223,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,223,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,350 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,174,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $427 | TotalTaxAmt |
| Distributable Before Adj | $158,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $158,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $158,322 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,692 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,692 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $139,023 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $146,880 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,692 | QualifyingDistributionsAmt |
| Applied To Year1 | $139,023 | AppliedToYear1Amt |
| Applied To Prior Years | $146,880 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,789 | 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 | $145,533 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 ANNAS PLACE | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | GENERAL | $36,714 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL | $36,714 |
| LITTLE SISTERS OF THE POOR | |||||||
| 110-30 221ST ST | QUEENS VILLAGE | NY | 11429 | NONE | PUBLIC CHARITY | GENERAL | $73,427 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL | $73,428 |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON | |||||||
| 275 WEST BROADWAY | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL | $73,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,711 | 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 | $35,481 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,898 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,379 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,379 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $0 | $0 | $0 |
| LWC - ACCOUNTING FEES | $1,754 | $1,754 | $0 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | UNDISTRIBUTED INCOME FROM 2021 WAS DISTRIBUTED TO CHARITIES IN 2023 AS SOON AS THIS OMISSION WAS REALIZED. | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990-PF, PART VIII, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | 990-PF STATEMENT PART VIII - INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS AND THEIR COMPENSATION AND HOURS SPENT PER WEEK.HOURS SPENT:THE TIME SPENT BY THE OFFICERS MANAGING THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990-PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE OFFICERS EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED OFFICERS AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. THE TRUSTEES FEES NOTED ALSO INCLUDE AN INVESTMENT ADVISORY COMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENT ASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ON FAIR MARKET VALUE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 675 SHS ABBOTT LABORATORIES | $16,637 | $71,510 |
| 1500 SHS ALPHABET INC CLASS A | $55,988 | $257,310 |
| 645 SHS AMERICAN TOWER CORP | $62,177 | $142,158 |
| 1,100 SHS CANADIAN NATIONAL RAILWAY | $28,663 | $127,325 |
| 659 SHS DANAHER CORP SHS INT | $17,084 | $182,596 |
| 1,105 SHS FISERV INC | $12,915 | $180,745 |
| 424 SHS HEINEKEN HOLDING NV | $19,849 | $31,245 |
| 301 HOME DEPOT INC | $49,001 | $110,816 |
| 400 SHS INTUIT | $23,900 | $258,940 |
| 635 SHS MASTERCARD INC | $16,012 | $294,456 |
| 305 SHS PAYCOM SOFTWARE | $15,610 | $50,871 |
| 900 SHS ROSS STORES INC | $11,871 | $128,907 |
| 580 SHS STRYKER CORP | $27,397 | $189,921 |
| 855 SHS AMAZON.COM | $80,082 | $159,868 |
| 710 SHS MICROSOFT CORP | $70,017 | $297,029 |
| 700 SHS NXP SEMICONDUCTORS | $65,074 | $184,212 |
| 195 SHS ADOBE | $55,179 | $107,572 |
| 120 SHS ROPER INDUSTRIES | $45,140 | $65,370 |
| 175 SHS COSTCO WHOLESALE CORP | $64,986 | $143,850 |
| 205 SHS SALESFORCE.COM | $44,718 | $53,054 |
| 125 SHS SERVICENOW INC | $61,098 | $101,799 |
| 215 SHS THERMO FISHER SCIENTIFIC INC | $105,074 | $131,868 |
| 160 SHS WEX INC | $26,048 | $29,352 |
| 25 SHS REGENERON PHAR | $24,000 | $26,980 |
| 219 SHS VERALTO CORPORATION | $2,248 | $23,337 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASS ANNUAL REPORT FORM PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LWC FIDUCIARY ADVISOR FEES | CategoryTxt |
| Amt | $11,938 | Amt |
| Net Investment Income | $11,938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,210 | Amt |
| Net Investment Income | $1,210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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