MARY LINCOLN JOHNSON CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARY LINCOLN JOHNSON CHARITABLE FOUNDATION (EIN 13-4281942)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202423049349100127
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T14:05:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 134281942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY LINCOLN JOHNSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O ANNE EVANS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 6176996179 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 RIDGEWOOD LANE | AddressLine1Txt |
| City | HILTON HEAD | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE EVANS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6176996179 | PhoneNum |
| Signature | 2024-10-24 | 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 | ALAN W LAPIERRE CPA | PreparerPersonNm |
| PTIN | P00113727 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2024-10-24 | 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 | $2,484,042 | 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 | $59,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,807 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $544,098 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,807 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $202,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,481 | 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 | $9,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,630 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,782 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,656 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $71 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $134,693 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,213 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,213 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $202,605 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $388,256 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $382,942 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $969,697 | CorporateStockBOYAmt |
| Corporate Stock EOY | $916,562 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,051,887 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,307,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,354,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,484,042 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,307,831 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,354,031 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,307,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,354,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,307,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,354,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,307,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,354,031 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,354,031 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 120,000 SHS FEDERATED HRMES TREASURY OBL | P | 2023-11-01 | 2023-11-15 | $120,000 | $120,000 | $0 | $0 |
| 300 SHS RTX CORPORATION | P | 2023-03-28 | 2023-08-29 | $25,711 | $29,058 | -$3,347 | -$3,347 |
| 700 SHS AMERICAN INTERNATIONAL GROUP INC | P | 2019-09-03 | 2023-05-12 | $36,640 | $36,518 | $122 | $122 |
| 200 SHS WALT DISNEY CO | P | 2021-09-23 | 2023-05-12 | $18,368 | $35,283 | -$16,915 | -$16,915 |
| 500 SHS AIR PRODUCTS & CHEMICALS INC | P | 2006-06-20 | 2023-09-12 | $15,172 | $2,894 | $12,278 | $12,278 |
| 250 SHS BRISTOL MYERS SQUIBB CO | P | 2005-12-07 | 2023-05-12 | $17,005 | $6,165 | $10,840 | $10,840 |
| 100 SHS CHEVRON CORPORATION | P | 2005-12-07 | 2023-05-12 | $15,696 | $5,249 | $10,447 | $10,447 |
| 250 SHS COCA COLA COMPANY | P | 2010-03-05 | 2023-05-12 | $15,955 | $6,876 | $9,079 | $9,079 |
| 200 SHS COLGATE PALMOLIVE COMPANY | P | 2006-04-21 | 2023-05-12 | $16,290 | $5,725 | $10,565 | $10,565 |
| 200 SHS COLGATE PALMOLIVE COMPANY | P | 2006-04-21 | 2023-09-12 | $14,538 | $5,725 | $8,813 | $8,813 |
| 50 SHS HOME DEPOT INC | P | 2009-11-25 | 2023-09-12 | $16,359 | $1,406 | $14,953 | $14,953 |
| 75 SHS LINDE PLC | P | 2010-03-17 | 2023-05-12 | $27,637 | $12,259 | $15,378 | $15,378 |
| 200 SHS MERCK & CO INC | P | 2010-03-02 | 2023-05-12 | $23,466 | $7,205 | $16,261 | $16,261 |
| 100 SHS NIKE INC | P | 2006-04-21 | 2023-03-28 | $11,811 | $1,043 | $10,768 | $10,768 |
| 100 SHS NIKE INC | P | 2006-04-21 | 2023-03-28 | $11,811 | $1,043 | $10,768 | $10,768 |
| 100 SHS UNITED PARCEL SVC INC | P | 2006-04-21 | 2023-03-28 | $18,885 | $8,250 | $10,635 | $10,635 |
| 200 SHS UNITED PARCEL SVC INC | P | 2006-03-24 | 2023-03-28 | $37,770 | $15,864 | $21,906 | $21,906 |
| WELLFLEET MASS GO SCH BD | P | 2022-12-02 | 2023-09-15 | $100,000 | $100,728 | -$728 | -$728 |
| CAPITAL GAINS DIVIDENDS | P | $984 | $984 | $984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,807 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,483 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,483 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,483 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,453 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,353 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,870 | OverpaymentAmt |
| Applied To ES Tax | $2,870 | 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 | ANNE S EVANS TRUSTEE | IndividualWithBooksNm |
| Phone | 6176996179 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 RIDGEWOOD LANE | AddressLine1Txt |
| City | HILTON HEAD | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| PETER G JOHNSON | ||||||||
| 4 RIDGEWOOD LANE | HILTON HEAD | SC | 29928 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| DAVID B JOHNSON | ||||||||
| 4 RIDGEWOOD LANE | HILTON HEAD | SC | 29928 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ANNE S EVANS | ||||||||
| 4 RIDGEWOOD LANE | HILTON HEAD | SC | 29928 | CHAIR | 0.10 | $0 | $0 | $0 |
| THOMAS R JOHNSON | ||||||||
| 4 RIDGEWOOD LANE | HILTON HEAD | SC | 29928 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JOHN H JOHNSON | ||||||||
| 4 RIDGEWOOD LANE | HILTON HEAD | SC | 29928 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| BENJAMIN B JOHNSON | ||||||||
| 4 RIDGEWOOD LANE | HILTON HEAD | SC | 29928 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| RICHARD R NAVINS | ||||||||
| 20 WALNUT STREET 308 | WELLESLEY | MA | 02481 | TRUSTEE | 0.50 | $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 | $2,383,221 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,487,845 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,487,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,450,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,483 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,483 | TotalTaxAmt |
| Distributable Before Adj | $120,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,043 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $134,693 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $134,693 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $82,312 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,458 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $163,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $134,693 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,043 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,650 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $178,420 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $178,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $82,312 | ExcessFromYear3Amt |
| Excess From Year2 | $81,458 | ExcessFromYear2Amt |
| Excess From Current Year | $14,650 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAYPATH HUMANE SOCIETY | |||||||
| 500 LEGACY FARMS NORTH | HOPKINGTON | MA | 01748 | NONE | PUBLIC CHARITY | CHARITABLE | $7,500 |
| DIGNITY MATTERS | |||||||
| PO BOX 72 | WAYLAND | MA | 01778 | NONE | PUBLIC CHARITY | CHARITABLE | $7,500 |
| DONORS CHOOSE | |||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ACADEMY OF THE HOLY NAMES | |||||||
| 3319 BAYSHORE BLVD | TAMPA | FL | 33629 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| GLOBE SANTA | |||||||
| PO BOX 491 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CENTRAL MAINE MEDICAL CENTER COMPASSIONATE CARE FUND FOR TRAUMA RESPONSE | |||||||
| 300 MAIN ST | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | HEALTH CARE | $20,000 |
| WESTBOROUGH PUBLIC LIBRARY | |||||||
| 55 WEST MAIN ST | WESTBOROUGH | MA | 01581 | NONE | PUBLIC CHARITY | HEALTH CARE | $5,000 |
| JESUIT HIGH SCHOOL | |||||||
| 4701 NORTH HIMES AVENUE | TAMPA | FL | 33614 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | HEALTH CARE | $5,000 |
| PANDAS NETWORK | |||||||
| 655 OAK GROVE AVENUE 1373 | MENLO PARK | CA | 94026 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PAWS OF HONOR | |||||||
| 1158 PROFESSIONAL DRIVE | WILLIAMSBURG | VA | 23185 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PRS | |||||||
| 10455 WHITE GRANITE DRIVE STE 400 | OAKTON | VA | 22124 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ST LAWRENCE CATHOLIC SCHOOL | |||||||
| 5223 N HIMES AVE | TAMPA | FL | 33614 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WATER WELL TRUST | |||||||
| PO BOX 2399 | DAVIDSON | NC | 28036 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| WORCESTER COUNTY FOOD BANK | |||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| HOSPICE CARE OF THE LOW COUNTRY | |||||||
| PO BOX 3827 | BLUFFTON | SC | 29910 | NONE | PUBLIC CHARITY | HEALTH CARE | $2,500 |
| THE CHILDRENS CENTER | |||||||
| 79 ALEXANDRINE WEST | DETROIT | MI | 48201 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| SAFE SPOT | |||||||
| 912 JAYSMITH ST | GREAT FALLS | VA | 22066 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | 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 | $59,490 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,807 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $202,301 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,301 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,630 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,630 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK & EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $916,562 | EOYBookValueAmt |
| EOYFMV | $2,051,887 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $388,256 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $382,942 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND SERVICE FEES | $28 | $0 | $28 |
| INVESTMENT EXPENSE | $5 | $5 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RBC | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $18,782 | Amt |
| Net Investment Income | $18,782 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,550 | $0 | $0 |
| STATE FILING FEE | $35 | $0 | $35 |
| FOREIGN TAXES | $71 | $71 | $0 |
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