THE SCULLY FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE SCULLY FAMILY FOUNDATION INC (EIN 04-3556853)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202413189349102541
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:18:29-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043068663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | 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 | 043556853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCULLY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCUL | BusinessNameControlTxt |
| Phone | 6174841878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSMARIE H SCULLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174841878 | PhoneNum |
| Signature | 2024-03-25 | SignatureDt |
| 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 | Timothy F Hagan CPA | PreparerPersonNm |
| PTIN | P00365920 | PTIN |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2024-11-13 | 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 | $800,061 | 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 | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,599 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,452 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $427,739 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$13,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,989 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $996 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,256 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,256 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,376 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,772 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,573 | CashBOYAmt |
| Cash EOY | $83,935 | CashEOYAmt |
| Cash EOYFMV | $83,935 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,352 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $521,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $521,718 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $567,332 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $155,649 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $128,970 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $114,241 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $230,606 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,201 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $934,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $771,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $800,061 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $934,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $771,851 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $934,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $771,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $934,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $771,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $934,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,809 | ExcessRevenueOverExpensesAmt |
| Subtotal | $771,851 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $771,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHORT TERM COVERED TRANSACTIONS | P | 2023-01-01 | 2023-12-31 | $166,085 | $0 | $178,161 | -$12,076 | $0 | $0 | $0 | -$12,076 |
| LONG TERM COVERED TRANSACTIONS | P | 2021-01-01 | 2023-12-31 | $251,735 | $0 | $274,060 | -$22,325 | $0 | $0 | $0 | -$22,325 |
| LONG TERM NONCOVERED TRANSACTIONS | P | 2021-01-01 | 2023-12-31 | $9,919 | $0 | $4,461 | $5,458 | $0 | $0 | $0 | $5,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,943 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,076 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,333 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,333 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,333 | OriginalReturnOverpaymentAmt |
| Overpayment | $4,333 | OverpaymentAmt |
| Applied To ES Tax | $4,333 | 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 | false | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROSMARIE H SCULLY | IndividualWithBooksNm |
| Phone | 6174845432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | 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 |
| 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 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROSMARIE H SCULLY | ||||||||
| 221 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021384852 | PRES/TREASURER | 2.00 | $0 | $0 | $0 |
| JOIA KIRBY | ||||||||
| 7 LINCOLN CIRCLE | BELMONT | MA | 02478 | CLERK | 1.00 | $0 | $0 | $0 |
| ANDREA KEOGH | ||||||||
| PO BOX 477 | JAMESTOWN | RI | 02835 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATRINA OHL | ||||||||
| 4 MEADOWBROOK ROAD | LINCOLN | MA | 01773 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTING ORGANIZATIONS AND CAUSES IN THE GREATER BOSTON AND NEW HAMPSHIRE AREA. | Description1Txt |
| Expenses1 | $134,400 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $778,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $832,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $832,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $819,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $40,993 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,993 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,993 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,772 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $137,772 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,993 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,576 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $350,251 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,884 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $126,666 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $588,463 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,105,840 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,772 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $137,772 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $40,993 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $40,993 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,202,619 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,202,619 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $328,834 | ExcessFromYear4Amt |
| Excess From Year3 | $20,884 | ExcessFromYear3Amt |
| Excess From Year2 | $126,666 | ExcessFromYear2Amt |
| Excess From Year1 | $588,463 | ExcessFromYear1Amt |
| Excess From Current Year | $137,772 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSMARIE H SCULLY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSMARIE H SCULLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET UNIT 701 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174845432 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HARVARD ART MUSEUM | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| GLOBAL TEAMS INTERNATIONAL | ||||||
| 800 TUSKAMILLA ROAD | WINTER SPRINGS | FL | 32708 | PUBLICCHARITY | MINISTRY FUNDS | $500 |
| JESUITS USA MIDWEST PROVINCE | ||||||
| 1010 N HOOKER STREET | CHICAGO | IL | 60642 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| THE HANDEL & HAYDN SOCIETY | ||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | PUBLICCHARITY | 2021-22 ANNUAL FUNDENDOWMENT | $50,000 |
| MOTHER CAROLINE ACADEMY AND EDUCATION CENTER | ||||||
| 515 BLUE HILL AVENUE | DORCHESTER | MA | 02121 | PUBLICCHARITY | EDUCATION SUPPLIESDRAMA CLASSESVISUAL ARTS | $31,000 |
| THE EMERALD NECKLACE CONSERVANCY | ||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | PUBLIC CHARITY | JUSTINE MEE LIFF FUNDCARE AND MANAGEMENTOF OVER 8,000 TREES | $7,500 |
| BOCA GRANDE PRESCHOOL | ||||||
| PO BOX 1386 | BOCA GRANDE | FL | 33921 | PUBLIC CHARITY | PANDEMICAPPEAL | $750 |
| COPPER CANNON CAMPS | ||||||
| PO BOX 124 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | ART IN TUNE PROGRAM | $16,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| SYMPHONY HALL | BOSTON | MA | 02115 | PUBLICCHARITY | SYMPHONY ANNUAL FUND | $12,000 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| CONNECTICUT RIVER CONSERVANCY | ||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | PUBLICCHARITY | CONNECTICUT RIVERWATERSHED FIELDWORK ON WATER QUALITY | $500 |
| THE BANCROFT HOUSE | ||||||
| PO BOX 344 | FRANCONIA | NH | 03580 | PUBLICCHARITY | FAMILY SHELTERSUPPORT | $500 |
| NEW ENGLAND CONSERVATORY | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | THE NEC FUND | $500 |
| WBUR | ||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | PUBLIC BROADCASTING | $300 |
| BELMONT LIBRARY FOUNDATION | ||||||
| 405 CONCORD AVENUE PO BOX 381 | BELMONT | MA | 02478 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| CATHOLIC CHARITIES BOSTON | ||||||
| 275 WEST BROADWAY | BOSTON | MA | 02127 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| WGBU | ||||||
| 245 TROOP AVE | BOWLING GREEN | OH | 43403 | PUBLICCHARITY | PUBLICBROADCASTING | $300 |
| CARROLL SCHOOL | ||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | PUBLICCHARITY | EDUCATION | $500 |
| SARASA INC | ||||||
| 14 HIGH STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | CLASSICALMUSICPROGRAMMING | $500 |
| ST PAUL PARISH | ||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERALSUPPORT | $1,350 |
| PATHWAY PREGNANCY CARE CENTER | ||||||
| 70 REDINGTON ST STE 100 | LITTLETON | NH | 03561 | PUBLICCHARITY | SUPPORT AND EDUCATION | $250 |
| ST JOHN'S PREP | ||||||
| 72 SPRING ST | DANVERS | MA | 01923 | PUBLICCHARITY | SUPPORT AND EDUCATION | $5,000 |
| 152 COMMONWEALTH FOUNDATION | ||||||
| 152 COMMONWEALTH AVE | BOSTON | MA | 02116 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| SUGAR HILL HISTORICAL MUSEUM | ||||||
| 1400 NH-117 | SUGARHILL | NH | 03586 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| HIGH HOPES THERAPEUTIC RIDING INC | ||||||
| 36 TOWN WOODS RD | OLD LYME | CT | 06371 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| THE MOUNT | ||||||
| 2 PLUNKETT ST PO BOX 974 | LENOX | MA | 01240 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| NORTH COUNTRY CHAMBER PLAYERS | ||||||
| PO BOX 865 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,599 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,452 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,943 | ExclusionAmt |
| Related Or Exempt Function Incm | -$28,943 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$13,892 | ExclusionAmt |
| Related Or Exempt Function Incm | -$28,943 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$42,835 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAINS FROM SALES OF INVESTMENT SECURITIES SUBSIDIZE GRANT PAYMENTS TO CHARITABLE RECIPIENTS | RelationshipStatementTxt |
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 | BJHC, PC ACCOUNTING AND TAX | CategoryTxt |
| Amt | $3,985 | Amt |
| Net Investment Income | $2,989 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $996 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM COVERED TRANSACTIONS | 2023-01 | Purchased | 2023-12 | $166,085 | $178,161 | Cost | -$12,076 |
| LONG TERM COVERED TRANSACTIONS | 2021-01 | Purchased | 2023-12 | $251,735 | $274,060 | -$22,325 | |
| LONG TERM NONCOVERED TRANSACTIONS | 2021-01 | Purchased | 2023-12 | $9,919 | $4,461 | $5,458 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25000 COMCAST CORP NEW CL A 3.4% 04/01/30 | $25,892 | $23,433 |
| 25000 KEYCORP 2.55% 10/01/29 | $26,066 | $21,290 |
| 25000 ORACLE CORPORATION 2.65% 07/15/26 | $25,965 | $23,716 |
| 25000 STARBUCKS CORP 2% 03/12/27 | $25,559 | $23,167 |
| 25000 VERIZON COMMUNICATIONS INC 2.1% 03/22/28 | $25,488 | $22,635 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 272 AT&T INC | $5,183 | $4,564 |
| 135 ALPHABET INC | $17,741 | $18,858 |
| 46 FACEBOOK META PLATFORMS INC | $14,262 | $16,282 |
| 10 NETFLIX, INC. | $4,877 | $4,869 |
| 121 AMAZON.COM INC | $18,047 | $18,385 |
| 42 DARDEN RESTAURANTS INC | $5,911 | $6,901 |
| 22 MARRIOTT INTERNATIONAL INC | $3,242 | $4,961 |
| 50 PULTE HOMES, INC. | $5,097 | $5,161 |
| 21 TESLA INC | $2,454 | $5,218 |
| 9 ULTA BEAUTY INC | $3,406 | $4,410 |
| 32 PEPSICO INC | $5,617 | $5,435 |
| 65 SYSCO CORP | $5,114 | $4,753 |
| 63 WALMART INC | $8,606 | $9,932 |
| 49 CHEVRON CORP | $8,423 | $7,309 |
| 54 CONOCOPHILLIPS | $4,727 | $6,268 |
| 9 BLACKROCK INC | $7,502 | $7,306 |
| 84 HARTFORD FINANCIAL SERVICES GROUP INC | $6,009 | $6,752 |
| 61 JP MORGAN CHASE & CO | $9,618 | $10,376 |
| 45 PROLOGIS | $5,179 | $5,999 |
| 11 S&P GLOBAL INC | $4,808 | $4,846 |
| 126 U.S. BANCORP NEW | $5,399 | $5,453 |
| 36 ABBVIE INC | $5,817 | $5,579 |
| 93 BOSTON SCIENTIFIC GROUP | $4,988 | $5,376 |
| 56 CVS HEALTH CORP HEALTH COPRORATION | $4,235 | $4,422 |
| 19 INSULET CORPORATION | $4,280 | $4,123 |
| 28 IQVIA HOLDINGS INC | $6,738 | $6,479 |
| 8 ELI LILLY & CO | $4,469 | $4,663 |
| 48 MERCK & CO INC NEW | $4,428 | $5,233 |
| 12 THERMO FISHER SCIENTIFIC INC | $6,977 | $6,369 |
| 18 UNITEDHEALTH GROUP INC | $8,370 | $9,476 |
| 59 EMERSON ELEC CO | $5,626 | $5,742 |
| 30 HONEYWELL INTERNATIONAL INC | $6,355 | $6,291 |
| 38 JACOBS SOLUTIONS INC | $4,509 | $4,932 |
| 46 OSHKOSH CORP | $5,537 | $4,987 |
| 29 UNITED PARCEL SERVICE | $5,478 | $4,560 |
| 32 EATON CORP PLC | $5,292 | $7,706 |
| 63 ADVANCED MICRO DEVICES INC | $7,881 | $9,287 |
| 28 ANALOG DEVICES | $4,642 | $5,560 |
| 128 APPLE INC | $19,535 | $24,644 |
| 36 APPLIED MATERIALS | $5,166 | $5,835 |
| 12 BROADCOM INC | $6,877 | $13,395 |
| 38 GLOBAL PAYMENTS INC | $5,592 | $4,826 |
| 84 MICROSOFT | $26,802 | $31,587 |
| 33 NVIDIA CORPORATION | $15,820 | $16,342 |
| 52 ORACLE CORPORATION | $4,482 | $5,482 |
| 29 PALO ALTO NETWORKS INC | $5,728 | $8,552 |
| 19 SALESFORCE INC | $5,023 | $5,000 |
| 9 SERVICENOW | $4,196 | $6,358 |
| 44 VISA INC | $9,844 | $11,455 |
| 16 AIR PRODUCTS & CHEMICALS | $4,631 | $4,381 |
| 55 EASTMAN CHEMICAL CO | $7,042 | $4,940 |
| 5 EQUINIX INC | $3,851 | $4,027 |
| 53 AMEREN CORP | $4,657 | $3,834 |
| 65 AMERICAN ELECTRIC POWER CO | $5,871 | $5,279 |
| 307 COLUMBIA EFT TRUST II-COLUMBIA EM CORE EX CHINA EFT | $8,707 | $9,293 |
| 169.686 CONTESTOGA SMALL CAP FUND | $12,031 | $12,380 |
| 153 I SHARES RUSSELL MIS CAP INDEX TRUST | $11,642 | $11,893 |
| 136 I SHARES RUSSELL 1000 VALUE INDEX FUND | $21,258 | $22,474 |
| 309 I SHARES ISHARES MSCI INT QUAL FACTOR EFT | $10,450 | $11,606 |
| 85 PROSHARE S&P 500 DIVIDEND ARISTROCRATS EFT | $7,402 | $8,092 |
| 626 SPDR MSCI ACWI EX-US EFT | $18,427 | $16,927 |
| 57 SPDR HEALTH CARE SELECT SPDR EFT | $7,439 | $7,774 |
| 50 SPDR TECHNOLOGY IDX | $7,062 | $9,624 |
| 240 VANGUARD TAX MANAGED INTL FUND | $12,174 | $11,496 |
| 146 VANGUARD INTL DIV APPRECIATION | $10,589 | $11,584 |
| 269 WISDOMTREE EMERGING MKTS SM CAP DIV | $12,576 | $13,429 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1027.338 COLUMBIA CORPORATE INCOME FUND | $11,362 | $9,431 |
| 32 ISHARES I BOXX INV GR CORPORATE BOND FUND | $3,637 | $3,541 |
| 851.956 PRINCIPAL PREFERRED SECURITIES FUND | $8,505 | $7,514 |
| 235 SPDR PORTFOLIO INT TERM CORP BOND ETF | $7,372 | $7,715 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $86 | $86 |
| FILING FEES | $50 | $50 |
| TELEPHONE/INTERNET | $2,165 | $2,165 |
| EQUIPMENT REPAIR | $75 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EASTERN BANK INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $8,256 | Amt |
| Net Investment Income | $8,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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