JOHN W AND CLARA C HIGGINS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN W AND CLARA C HIGGINS FOUNDATION (EIN 04-6026914)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202413179349101521
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T11:11:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042628601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLETCHER TILTON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FRONT STREET 5TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016081779 | 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 | 046026914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W & CLARA C HIGGINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5084598000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FRONT STREET 5TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUMNER B TILTON JR | PersonNm |
| Person Title | POWER OF ATTORNEY | PersonTitleTxt |
| Phone | 5084598000 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SATCHI KARIKAL EA | PreparerPersonNm |
| PTIN | P01217933 | PTIN |
| Phone | 5084598000 | PhoneNum |
| Preparation | 2024-11-04 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,663,910 | 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 | $34,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,079 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,079 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,543 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,622 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,079 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,681 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,841 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,553 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,553 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,079 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,803 | CashBOYAmt |
| Cash EOY | $23,156 | CashEOYAmt |
| Cash EOYFMV | $23,156 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,568 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $787,156 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $707,829 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,540,186 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $881,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $831,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,663,910 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $881,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $831,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $881,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $831,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $881,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $831,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $881,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,451 | OtherIncreasesAmt |
| Subtotal | $831,553 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $831,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FNC TRUST COMPANY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-04-17 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $165,844 | GrossSalesPriceAmt |
| Cost Or Other Basis | $103,301 | CostOrOtherBasisAmt |
| Gain Or Loss | $62,543 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $62,543 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $990 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $990 | SubtotalAmt |
| Tax Based On Investment Income | $990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,107 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,307 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,317 | OverpaymentAmt |
| Applied To ES Tax | $1,317 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 | FLETCHERTILTON.COM | WebsiteAddressTxt |
| Individual With Books | SUMNER B TILTON JR | IndividualWithBooksNm |
| Phone | 5084598000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FRONT STREET 5TH FLOOR | AddressLine1Txt |
| Address Line2 | 12TH FLOOR | AddressLine2Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| VERONICA WILDING-WHITE WINTERS | |||||||||
| 2210 E MULE DEER ROAD | SEDONA | AZ | 86336 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| HEATHER J WELDING | |||||||||
| 135 NASHUA ROAD | BEDFORD | NH | 03110 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| SUMNER B TILTON JR | |||||||||
| 100 FRONT STREET 5TH FLOOR | WORCESTER | MA | 01608 | POWER OF ATT | 1.00 | $0 | $0 | $0 | 12TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,339,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,505,715 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,505,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,468,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $990 | TotalTaxAmt |
| Distributable Before Adj | $122,416 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,416 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,416 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,998 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,998 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,416 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $19,715 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,715 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,998 | QualifyingDistributionsAmt |
| Applied To Current Year | $122,416 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $582 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,297 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $19,715 | ExcessFromYear1Amt |
| Excess From Current Year | $582 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACADIA WILD LIFE FOUNDATION | |||||
| PO BOX 207 | MT DESERT | ME | 04660 | GENERAL SUPPORT - JACOB | $2,000 |
| AMERICAN CIVIL LIBERTIES UNION OF M | |||||
| PO BOX 7860 | PORTLAND | ME | 04112 | GENERAL SUPPORT - JACOB | $1,000 |
| ANIMAL HUMANE ASSOCIATION OF NEW ME | |||||
| 615 VIRGINIA STREET SE | ALBUQUERQUE | NM | 87108 | GENERAL SUPPORT - JAMES | $10,000 |
| ANTHROPOCENE ALLIANCE | |||||
| 105 NE BAY AVENUE | MICANOPY | FL | 32667 | GENERAL SUPPORT - HANNAH/JESSICA | $1,000 |
| ARTIST ORGANIZED ART INC | |||||
| 90 LINSEED RD | WEST HATFIELD | MA | 01088 | GENERAL SUPPORT - HANNAH/JESSICA | $7,500 |
| BEDFORD COMMUNITY FOOD PANTRY FA B | |||||
| PO BOX 10083 | BEDFORD | NH | 03110 | GENERAL SUPPORT - HINDI | $2,000 |
| CONCORD HOSPITAL TRUST | |||||
| 250 PLEASANT STREET | CONCORD | NH | 03301 | GENERAL SUPPORT-HEATHER | $3,500 |
| COLLEGE OF THE ATLANTIC | |||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | THORNDIKE 2500 ANNUAL FUND 2500 | $5,000 |
| EMILY HARVEY FOUNDATION | |||||
| 36 ELM STREET | OLD SAYBROOK | CT | 06475 | GENERAL SUPPORT - HANNAH/JESSICA | $6,500 |
| EPISCOPAL CHURCH OF THE ASCENSION | |||||
| 633 SLIGO AVENUE | SILVER SPRING | MD | 20910 | GENERAL SUPPORT - JACOB | $2,167 |
| FARM & WILDERNESS FOUNDATION | |||||
| 401 FARM AND WILDERNESS R | PLYMOUTH | VT | 05056 | GENERAL SUPPORT - CARTER | $4,000 |
| FEAST | |||||
| 26F CONGRESS STREET | SARATOGA SPRINGS | NY | 12866 | GENERAL SUPPORT - HINDI | $3,000 |
| FLAGSTAFF INTL RELIEF EFFORT (FIRE) | |||||
| PO BOX 22187 | FLAGSTAFF | AZ | 86002 | PROJECTS IN MONGOLIA - VERONICA | $5,000 |
| FOLKLORE SOCIETY OF GR WASHINGTON | |||||
| 3612 GREENWAY PLACE | ALEXANDRIA | VA | 22302 | PUBLICITY CONSULTANT - JACOB | $2,000 |
| FULCRUM POINT NEW MUSIC PROJECT | |||||
| 359 W BELDEN | CHICAGO | IL | 60614 | GENERAL SUPPORT - HANNAH/JESSICA | $1,000 |
| GOD'S LOVE WE DELIVER | |||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | GENERAL SUPPORT - HANNAH/JESSICA | $500 |
| HABITAT FOR HUMANITY INTL INC | |||||
| P O BOX 2515 | COTTONWOOD | AZ | 86326 | GENERAL SUPPORT - JAMES | $5,000 |
| HEALTHY PERFORMERS NV | |||||
| 1631 CALUSA LANE | RENOA | NV | 89523 | GENERAL SUPPORT - VERONCA/GENEVA | $2,000 |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | GENERAL SUPPORT - HANNAH/JESSICA | $2,000 |
| ISLAND CONNECTIONS | |||||
| 93 COTTAGE STREETSUITE 10 | BAR HARBOR | ME | 04609 | GENERAL SUPPORT - JACOB | $1,000 |
| ISLAND READERS AND WRITERS AN INITI | |||||
| PO BOX 227 | MOUNT DESERT | ME | 04660 | GENERAL SUPPORT - JACOB | $2,000 |
| JESUP MEMORIAL LIBRARY | |||||
| 34 MOUNT DESERT ST | BAR HARBOR | ME | 04609 | GENERAL SUPPORT - JACOB | $2,000 |
| JEWISH COUNCIL ON URBAN AFFAIRS | |||||
| 610 S MICHIGAN STE 500 | CHICAGO | IL | 60605 | GENERAL SUPPORT - HANNAH/JESSICA | $500 |
| THE JOFFREY BALLET | |||||
| 10 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | GENERAL SUPPORT - HANNAH/JESSICA | $500 |
| LAMPO INC | |||||
| PO BOX 4615 | CHICAGO | IL | 60680 | GENERAL SUPPORT - HANNAH/JESSICA | $500 |
| MOUNT DESERT ISLAND BIOLOGICAL LAB | |||||
| PO BOX 35 | SALISBURY COVE | ME | 04672 | GENERAL SUPPORT - JACOB | $2,000 |
| MUSEUM OF CONTEMPORARY PHOTOGRAPHY | |||||
| COLUMBIA COLLEGE600 S MI | CHICAGO | IL | 60605 | GENERAL SUPPORT- HANNAH/JESSICA | $1,000 |
| NEW ENGLAND DISABLED SPORTS | |||||
| PO BOX 26 | LINCOLN | NH | 03251 | GENERAL SUPPORT - HINDI | $2,000 |
| OBERLIN COLLEGE | |||||
| COX ADMINISTRATION BLDG | OBERLIN | OH | 44074 | GENERAL SUPPORT - HANNAH/JESSICA | $2,000 |
| PAW PLACEMENT OF NORTHERN ARIZONA | |||||
| 11665 N US HWY 69 | FLAGSTAFF | AZ | 86004 | LOW COST PUBLIC CLINIC - VERONICA | $4,000 |
| HUMANE SOCIETY OF SEDONA INC | |||||
| 2115 SHELBY DRIVE | SEDONA | AZ | 86336 | MEDICAL FUND AND/OR SPAY NEUTER FUND | $2,000 |
| THE PEOPLE'S PANTRY | |||||
| PO BOX 1115 | GREAT BARRINGTON | MA | 01230 | GENERAL SUPPORT - CARTER | $2,500 |
| PLANNED PARENTHOOD FED OF AMERICA | |||||
| 123 WILLIAM STREET 10TH | NEW YORK | NY | 10038 | GENERAL SUPPORT - HANNAH/JESSICA | $500 |
| PRIMARY INFORMATION INC | |||||
| 41 GRAND ST | NEW YORK | NY | 10013 | GENERAL SUPPORT - HANNAH/JESSICA | $2,000 |
| PRINTED MATTER INC | |||||
| 195 TENTH AVENUE | NEW YORK | NY | 10011 | GENERAL SUPPORT - HANNAH/JESSICA | $1,000 |
| RAGDALE FOUNDATION | |||||
| 1260 N GREEN BAY ROAD | LAKE FOREST | IL | 60045 | GENERAL SUPPORT - HANNAH/JESSICA | $500 |
| ROCKEND INC | |||||
| PO BOX 296 | NE HARBOR | ME | 04662 | ART BARN- GEN SUPPORT - JACOB | $3,333 |
| SEDONA AREA HOMELESS ALLIANCE | |||||
| P O BOX 1411 | SEDONA | AZ | 86336 | GENERAL SUPPORT - VERONICA | $1,000 |
| SKYART NFP | |||||
| 3217 E 91ST ST | CHICAGO | IL | 60617 | GENERAL SUPPORT - HANNA/JESSICA | $2,000 |
| SOCIETY FOR THE PREVENTION OF CRUEL | |||||
| 141 BAR HARBOR ROAD | TRENTON | ME | 04605 | GENERAL SUPPORT - JACOB | $2,000 |
| SOUTHWEST HARBOR PUBLIC LIBRARY | |||||
| PO BOX 157 | SOUTHWEST HARBOR | ME | 04679 | GENERAL SUPPORT - JACOB | $3,500 |
| ST JUDES CHILDREN'S RESEARCH HOSP | |||||
| P O BOX 50 | MEMPHIS | TN | 38105 | GENERAL SUPPORT - HEATHER | $3,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||
| 303A JEFFERSON HALL | CHICAGO | IL | 60607 | GENERAL SUPPORT - HANNAH/JESSICA | $1,000 |
| VERDE VALLEY HUMANE SOCIETY | |||||
| 1520 W MINGUS AVE | COTTONWOOD | AZ | 86326 | MEDICAL FUND AND/OR SPAY/NEUTER FUND | $4,000 |
| VERDE VALLEY SANCTUARY | |||||
| PO BOX 595 | SEDONA | AZ | 86339 | GENERAL SUPPORT - VERONICA/SIERRA | $2,000 |
| WILD SPIRIT WOLF SANCTUARY PKACAN | |||||
| 378 CANDY KITCHEN ROAD | RAMAH | NM | 87321 | GENERAL SUPPORT - JAMES | $5,000 |
| WORCESTER ART MUSEUM | |||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | HIGGINS ARMORY COLLECTION - JACOB | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,079 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,622 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST & ACCOUNTING FEES | CategoryTxt |
| Amt | $5,681 | Amt |
| Net Investment Income | $2,841 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,840 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT ASSET - EQUITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $707,829 | BookValueAmt |
| EOYFMV | $2,540,186 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MA PC FILING FEE | $35 | $35 |
| MICROEDGE FEE | $72 | $72 |
| BANK FEE CHARGES | $51 | $51 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BEGINNING CASH BALANCE | Desc |
| Amt | $1,451 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $22,553 | Amt |
| Net Investment Income | $22,553 | NetInvestmentIncomeAmt |