KELLY FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KELLY FAMILY FOUNDATION INC (EIN 27-1510984)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349106192
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:18:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042706569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'BRIEN & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 KEARNEY ROAD SUITE 305 | 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 | 271510984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O OBRIEN & ASSOCIATES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 7814448400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 KEARNEY ROAD SUITE 305 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SONJA KELLY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7814448400 | PhoneNum |
| Signature | 2024-11-15 | 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 | JOHN J O'BRIEN | PreparerPersonNm |
| PTIN | P01598128 | PTIN |
| Phone | 7814448400 | PhoneNum |
| 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 | $23,792,510 | 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 |
| Interest On Sav Rev And Expnss | $95 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $644,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $644,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,182,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,223 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,457 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $731,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $718,216 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,040 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $95,040 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,911 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,911 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,034 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,034 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $94,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,133 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,293 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,569 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,844 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,423 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $272,753 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $130,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,835,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,835,205 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,107,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,965,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,376,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $603,514 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $531,474 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $484,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $484,866 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $224,668 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $205,904 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $224,668 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $224,668 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $917,730 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $910,081 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $832,250 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,690,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,342,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,920,898 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $365,099 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $359,054 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $329,827 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,604 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,604 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $23,710,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,321,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,792,510 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,450 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,255 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,255 | 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 | $23,701,856 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,302,215 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,701,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,302,215 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,710,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,321,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,701,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,376,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,325,571 | SubtotalAmt |
| Other Decreases | $23,356 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,302,215 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY STMT #9440 | P | 2023-12-31 | $1,811,474 | $1,819,032 | -$7,558 | -$7,558 |
| MORGAN STANLEY STMT #9440 | P | 2023-12-31 | $6,347 | $5,996 | $351 | $351 |
| MORGAN STANLEY STMT #9440 | P | 2023-12-31 | $3,300,058 | $3,221,941 | $78,117 | $78,117 |
| MORGAN STANLEY STMT #9440 | P | 2023-12-31 | $55,143 | $62,214 | -$7,071 | -$7,071 |
| PHINIA INC | P | 2023-07-05 | $17 | $17 | $17 | |
| CAPITAL GAINS DIVIDENDS | P | $9,367 | $9,367 | $9,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,223 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,389 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,389 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,501 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,501 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,112 | OverpaymentAmt |
| Applied To ES Tax | $25,112 | 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 | TIMOTHY R OBRIEN ESQ | IndividualWithBooksNm |
| Phone | 7814448400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 KEARNEY ROAD SUITE 305 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SONJA KELLY | ||||||||
| 433 MARLBOROUGH STREET 2 | BOSTON | MA | 02115 | PRESIDENT | 25.00 | $95,040 | $0 | $0 |
| DEBORAH M KELLY | ||||||||
| 161 OCEAN BEACH TRAIL | VERO BEACH | FL | 32963 | TREASURER | 0.00 | $0 | $0 | $0 |
| EDMUND F KELLY | ||||||||
| 161 OCEAN BEACH TRAIL | VERO BEACH | FL | 32963 | CLERK | 0.00 | $0 | $0 | $0 |
| EDMUND F KELLY | ||||||||
| 161 OCEAN BEACH TRAIL | VERO BEACH | FL | 32963 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DEBORAH M KELLY | ||||||||
| 161 OCEAN BEACH TRAIL | VERO BEACH | FL | 32963 | DIRECTOR | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SONJA KELLY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 MARLBOROUGH STREET 2 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $95,040 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET 24TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $94,133 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $22,774,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $423,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,197,781 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,197,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $347,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,849,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,142,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,142,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,389 | TotalTaxAmt |
| Distributable Before Adj | $1,134,102 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,134,102 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,134,102 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,965,457 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,965,457 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,134,102 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $235,548 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $235,548 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,965,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,134,102 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $831,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,066,903 | 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 | $1,066,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $235,548 | ExcessFromYear3Amt |
| Excess From Current Year | $831,355 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIIVITY PREP SCHOOL | |||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARTIY | CHARITABLE CONTRIBUTION RESTRICTEDCHARITABLE CONTRIBUTION UNRESTRICTED | $20,000 |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $200,000 |
| MASS GENERAL CANCER CENTER | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| BIG SISTER ASSOCIATION OF GREATER BOSTON | |||||||
| 20 PARK PLAZA 1420 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $50,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $50,000 |
| BOSTON SCHOOLS FUND | |||||||
| 57 MAGAZINE STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $20,000 |
| BOYS & GIRLS CLUB BOSTON | |||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $100,000 |
| BRIDGE BOSTON SCHOOL | |||||||
| 435 WARREN STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| BRIDGE OVER TROUBLED WATERS | |||||||
| 150 WOOD ROAD STE 300 | BRAINTREE | MA | 02184 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| CAMP HARBOR VIEW | |||||||
| 200 CLARENDON ST 60TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $530,000 |
| CATHOLIC CHARITIES | |||||||
| 275 WEST BROADWAY | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| CATHOLIC SCHOOLS FOUNDATION - INNER CITY SCHOLARSHIP FUND | |||||||
| 67 BATTERYMARCH ST6TH FL | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $100,000 |
| CLERGY TRUST | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $5,000 |
| COMMUNITY SERVINGS | |||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $5,000 |
| CRISTO REY BOSTON HIGH SCHOOL | |||||||
| 100 SAVIN HILL AVEENUE | BOSTON | MA | 02125 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $25,000 |
| DERBY ACADEMY | |||||||
| 56 BURDITT AVENUE | HINGHAM | MA | 02043 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $43,540 |
| MASS GENERAL HOSPITAL FOR CHILDREN | |||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $280,000 |
| MASS MENTORING PARTNERSHIP | |||||||
| 75 KNEELAND ST 11TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $81,665 |
| MENTOR | |||||||
| 201 SOUTH ST 6TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $50,000 |
| MORE THAN WORDS | |||||||
| 242 E BERKELEY STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $20,000 |
| MY BROTHER'S KEEPER | |||||||
| PO BOX 338 | EASTON | MA | 02356 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| OYSTER HARBORS SCHOLARSHIP FUND | |||||||
| 2067 OYSTER HARBORS | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| RODMAN FOR KIDS | |||||||
| 10 LONCOLN ROAD 205 | FOXBOROUGH | MA | 02035 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $15,000 |
| THE BOSTON BALLET | |||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| SILVER LINING MENTORING | |||||||
| 272 ATLANTIC AVE 3RD FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| SOUTH SHORE CONSERVATORY | |||||||
| 135 WEBSTER ST | HANOVER | MA | 02339 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $15,000 |
| ST COLUMBKILLE PARTNERSHIP SCHOOL | |||||||
| 25 ARLINGTON STREEET | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $20,000 |
| SUMMER SEARCH BOSTON | |||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $20,000 |
| THE BASE | |||||||
| 150 SHIRLEY ST | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $20,000 |
| THE JOEY FUND | |||||||
| 55 CAMBRIDGE PARKWAY | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $5,000 |
| THE LEARNING ALLIANCE | |||||||
| 2066 14TH AVENUE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $50,000 |
| WHITTIER STREET HEALTH CENTER | |||||||
| 1290 TREMONT STREET | ROXBURY | MA | 02120 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| YOUNG MAN WITH A PLAN | |||||||
| 1178A RIVER STREET | HYDE PARK | MA | 02136 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,835,205 | 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 | $95 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644,898 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,223 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Unrelated Business Taxbl Incm | $13,457 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,457 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $718,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $731,673 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME ON FOUNDATION INVESTMENTS |
| 8 | GAIN/LOSS FROM THE SALE OF FOUNDATION INVESTMENTS |
| 4 | DIVIDEND INCOME ON FOUNDATION INVESTMENTS |
| 7 | OTHER INVESTMENT INCOME ON FOUNDATION INVESTMENTS |
| 11 | FEDERAL EXCISE TAX REFUND |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY ACCT #9440 | BondNm |
| EOY Book Value | $359,054 | EOYBookValueAmt |
| EOYFMV | $329,827 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY ACCT #9440 | StockNm |
| EOY Book Value | $20,342,800 | EOYBookValueAmt |
| EOYFMV | $21,920,898 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $910,081 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $832,250 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $23,356 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $912 | $0 | $912 |
| MARKETING | $254 | $0 | $0 |
| OFFICE EXPENSE | $24,511 | $0 | $511 |
| INSURANCE | $2,655 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $13,457 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $13,457 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK/IAS FEES | $94,133 | $94,133 | $0 |
| BANK FEES | $10 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $20,569 | $20,569 | $0 |
| PAYROLL TAXES | $11,844 | $0 | $11,844 |
| MASSACHUSETTS TAXES & FEES | $123 | $0 | $0 |
| MISCELLANEOUS TAXES | $757 | $0 | $0 |
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