HERB CHAMBERS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HERB CHAMBERS CHARITABLE FOUNDATION INC (EIN 45-4069504)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349103396
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:53:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 ASYLUM ST 25TH FL CITYPLACE | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | 454069504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERB CHAMBERS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 8606520022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 EASTERN BOULEVARD | AddressLine1Txt |
| City | GLASTONBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES A DUCHESNEAU | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8606520022 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT GOODWIN | PreparerPersonNm |
| PTIN | P00819625 | PTIN |
| Phone | 8607600600 | PhoneNum |
| Preparation | 2024-11-08 | 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 | $25,934,821 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $339,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $339,240 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $549,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $349,376 | 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 | $12,762 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,199,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,199,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,242,233 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,199,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$692,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $349,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,773 | CashBOYAmt |
| Cash EOY | $187,309 | CashEOYAmt |
| Cash EOYFMV | $187,309 | CashEOYFMVAmt |
| Corporate Stock BOY | $20,329,071 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,747,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,747,512 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $20,429,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,934,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,934,821 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,422,344 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,924,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,422,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,924,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,429,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,934,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,422,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$692,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,195,334 | OtherIncreasesAmt |
| Subtotal | $25,924,821 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,924,821 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,856 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,856 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,856 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,280 | 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 | $4,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $85 | EsPenaltyAmt |
| Tax Due | $661 | TaxDueAmt |
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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | AVAILABLE FOR INSPECTION AT CORPORATE OFFICES | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A DUCHESNEAU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8606520022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 EASTERN BOULEVARD | AddressLine1Txt |
| City | GLASTONBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06033 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| HERBERT G CHAMBERS | ||||||||
| 47 EASTERN BOULEVARD | GLASTONBURY | CT | 06033 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES A DUCHESNEAU | ||||||||
| 47 EASTERN BOULEVARD | GLASTONBURY | CT | 06033 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GEORGE H CHAMBERS | ||||||||
| 47 EASTERN BOULEVARD | GLASTONBURY | CT | 06033 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MELISSA STEFFY | ||||||||
| 1168 COMMONWEALTH AVENUE | BOSTON | MA | 02134 | 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 |
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 | $22,839,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,839,322 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,839,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,496,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,124,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,124,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,856 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,856 | TotalTaxAmt |
| Distributable Before Adj | $1,119,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,119,981 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,119,981 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,199,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,199,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,119,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $833,250 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $647,061 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $617,927 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $645,112 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $749,273 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,492,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,199,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,119,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,839 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,572,462 | 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 | $833,250 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,739,212 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $647,061 | ExcessFromYear4Amt |
| Excess From Year3 | $617,927 | ExcessFromYear3Amt |
| Excess From Year2 | $645,112 | ExcessFromYear2Amt |
| Excess From Year1 | $749,273 | ExcessFromYear1Amt |
| Excess From Current Year | $79,839 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HERBERT G CHAMBERS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| DANA-FARBER'S JIMMY FUND CLINIC | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $198,305 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $49,798 |
| CAMP HARBOR VIEW FOUNDATION | |||||||
| 200 CLARENDON STREET 60TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| BEACON HILL VILLAGE | |||||||
| JOY STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 |
| BOSTON CHILDRENS HOSPITAL | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,500 |
| BOYS & GIRLS CLUB OF DORCHESTER | |||||||
| 65 TAINTER STREET | WORCESTER | MA | 01610 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $200,000 |
| BRIDGE OVER TROUBLED WATERS | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,129 |
| BURLINGTON AREA CHAMBER OF COMMERCE | |||||||
| 265 WINN STREET SUITE 302 | BURLINGTON | MA | 01803 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $55,276 |
| CHABAD OF SOUTH SHORE | |||||||
| 13 BEALS COVE ROAD UNIT E | HINGHAM | MA | 02043 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,000 |
| NEW ENGLAND CENTER AND HOME FOR VETERANS | |||||||
| 117 COURT STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 |
| MATHER ELEMENTARY SCHOOL | |||||||
| 1 PARISH STREET | DORCHESTER | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| HIGH HOPES THERAPEUTIC RIDING | |||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,200 |
| IMPACT MELANOMA | |||||||
| ONE CONCORD FARMS 490 VIRGINIA ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| KING PHILIP SHRINE CLUB | |||||||
| 1795 BAY STREET | TAUNTON | MA | 02780 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| LICOLN SCHOOL PTO | |||||||
| 19 KENNARD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| LYME ART ASSOCIATION | |||||||
| 90 LYME STREET | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL OPERATION | $10,000 |
| MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE | |||||||
| 1803 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| MASSACHUSETTS EYE AND EAR INFIRMARY | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $205,551 |
| MASSACHUSETTS FALLEN HEROES | |||||||
| 5971 N PATRIOT DRIVE | OWASSO | OK | 74055 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,248 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100,177 |
| FIRST CONGREGATIONAL CHURCH OF OLD LYME | |||||||
| 2 FERRY ROAD | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| PINE STREET INN | |||||||
| 434 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL DONATIONS | $24,836 |
| VICTORY WORLD CHURCH | |||||||
| 465 TURNPIKE STREET | CANTON | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| RON BURTON TRAINING VILLAGE | |||||||
| POBOX 2 | HUBBARDSTON | MA | 01452 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| BROOKLINE HIGH SCHOOL INNOVATION FUND | |||||||
| PO BOX 470587 | BROOKLINE VILLAGE | MA | 02447 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| SAINT MARY'S CENTER FOR WOMEN | |||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| ST MARK COMMUNITY EDUCATION PROGRAM | |||||||
| 25 BEACH STREET | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| LYME OLD LYME SAFE GRADUATION | |||||||
| PO BOX 903 | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| THE CAMBRIDGE RECREATION PROGRAM | |||||||
| 51 INMAN STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| BIG SISTERS ASSOC OF GREATER BOSTON | |||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| MYSTIC VALLEY YMCA | |||||||
| 99 DARTMOUTH STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| THE HOME FOR LITTLE WANDERERS | |||||||
| 271 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| FIREFIGHTER'S FUND | |||||||
| 69 LYME STREET PO BOX 102 | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| WILDFLOWER ( FOR RODMAN RIDE) | |||||||
| 271 LINCOLN STREET SUITE 12 | LEXINGTON | MA | 02421 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $51,500 |
| PUERTO RICO FESTIVAL OF MA | |||||||
| PO BOX 156 | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| PEOPLE HELPING PEOPLE | |||||||
| PO BOX 343 | BURLINGTON | MA | 01803 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| TAG ASSOCIATION | |||||||
| 21 ANSLEM TERRACE | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| TOWN OF NORWOOD CONCERT COMMITTEE | |||||||
| 566 WASHINGTON STREET PO BOX 40 | NORWOOD | MA | 02062 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| OLD LYME MIDSUMMER FESTIVAL | |||||||
| 2 LIBRARY LANE | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA | |||||||
| PO BOX 474 | SHARON | MA | 02067 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $300 |
| THE FRIENDS OF THE MEDROD FAMILY NETWORK | |||||||
| PO BOX 128 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,199,820 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $10,136 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $339,240 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $349,376 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $349,376 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME EARNED ON PORTFOLIO BALANCE USED TO PAY EXPENSE |
| 4 | INVESTMENT INCOME EARNED ON PORTFOLIO BALANCE USED TO PAY EXPENSE |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HERBERT G CHAMBERS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 DALTON STREET UNIT 5902 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES - ACCOUNTING | $12,500 | $0 | $0 |
| PROFESSIONAL FEES - OTHER | $262 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS INVESTMENT | StockNm |
| EOY Book Value | $25,747,512 | EOYBookValueAmt |
| EOYFMV | $25,747,512 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT BROKERAGE FEES | Desc |
| Revenue And Expenses Per Books | $21,047 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $6,195,334 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERBERT G CHAMBERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 EASTERN BOULEVARD | AddressLine1Txt |
| City | GLASTONBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06033 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | CategoryTxt |
| Amt | $8,604 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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