TUPANCY-HARRIS FOUNDATION OF 1986: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: TUPANCY-HARRIS FOUNDATION OF 1986 (EIN 04-6547989)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-09
IRS object ID: 202433149349100013
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 Stock Schedule
Investments Other Schedule2
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	2024-11-09T14:01:13-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	041309690	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FIDUCIARY TRUST COMPANY	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 55806	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	022055806	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	046547989	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TUPANCY-HARRIS FDN-1986	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TUPA	BusinessNameControlTxt
Phone	6174825270	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O FIDUCIARY TRUST CO PO BOX 5	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	022055806	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FIDUCIARY TRUST COMPANY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6174825270	PhoneNum
Signature	2024-11-09	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN AVILA	PreparerPersonNm
PTIN	P00644833	PTIN
Phone	6174825270	PhoneNum
Preparation	2024-11-09	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	$28,485,516	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$626,905	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$625,227	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,097,455	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$7,934,326	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,849,913	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$207,541	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$62,830	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,931,901	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,537,970	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$166,338	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$166,338	CompOfcrDirTrstNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Net Invst Incm	$6,220	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$4,270	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$6,551	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss	$2,000	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$2,000	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$172,608	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$179,109	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,000	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,333,613	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,333,613	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,506,221	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$179,109	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,335,613	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,425,680	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,358,861	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$8,571	CashBOYAmt
Cash EOY	$9,413	CashEOYAmt
Cash EOYFMV	$9,413	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,389,420	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,963,749	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,963,749	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY	$8,888,848	CorporateStockBOYAmt
Corporate Stock EOY	$11,765,331	CorporateStockEOYAmt
Corporate Stock EOYFMV	$17,048,481	CorporateStockEOYFMVAmt
Other Investments BOY	$10,588,029	OtherInvestmentsBOYAmt
Other Investments EOY	$9,224,118	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$9,463,873	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$21,874,868	TotalAssetsBOYAmt
Total Assets EOY	$22,962,611	TotalAssetsEOYAmt
Total Assets EOYFMV	$28,485,516	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$21,874,868	CapitalStockBOYAmt
Capital Stock EOY	$22,962,611	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$21,874,868	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$22,962,611	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$21,874,868	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$22,962,611	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$21,874,868	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,425,680	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$23,300,548	SubtotalAmt
Other Decreases	$337,937	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$22,962,611	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt	How AcquiredHowAcquiredCd
171503.971 ARISTOTLE INTERNATIONAL EQUITY FD - I-2	2023-12-08	$2,160,950	$2,143,062	$17,888	$17,888
2500. ISHARES S&P 500 INDEX FUND	2023-03-03	$1,014,089	$810,767	$203,322	$203,322	2020-07-20
8000. ISHARES S&P 500 INDEX FUND	2023-06-15	$3,547,240	$2,031,726	$1,515,514	$1,515,514
1000. ISHARES S&P 500 INDEX FUND	2023-06-30	$446,107	$210,915	$235,192	$235,192	2016-11-02
1. KENDALL PRIVATE EQUITY ACCESS FUND III L.P.	2023-06-30	$47,228	$47,228			2006-04-06
2613.674 MATTHEWS PACIFIC TIGER FUND - INSTL	2023-06-15	$54,181	$54,181
31546.517 MATTHEWS PACIFIC TIGER FUND - INSTL	2023-06-15	$653,959	$786,534	-$132,575	-$132,575
CAPITAL GAIN DIVIDENDS				$10,572			P
CAPITAL GAIN DIVIDENDS				$10,572			P
CAPITAL GAIN DIVIDENDS				$10,572			P
CAPITAL GAIN DIVIDENDS				$10,572			P
CAPITAL GAIN DIVIDENDS				$10,572			P
CAPITAL GAIN DIVIDENDS				$10,572			P
CAPITAL GAIN DIVIDENDS				$10,572			P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,849,913	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$32,788	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$32,788	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$32,788	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,299	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$46,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$51,299	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$18,511	OverpaymentAmt
Applied To ES Tax	$18,511	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	FIDUCIARY TRUST CO	IndividualWithBooksNm
Phone	6174825270	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	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	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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

Field	Value	IRS element (for citing)
Person	FIDUCIARY TRUST COMPANY	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	0	AverageHrsPerWkDevotedToPosRt
Compensation	$166,338	CompensationAmt

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	SEE ATTACHED SCHEDULE GRANTS WERE PAID TO TAX EXEMPT ORGANIZATIONS	Description1Txt
Expenses1	$1,333,613	Expenses1Amt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$24,834,129	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,558,001	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$840,533	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$27,232,663	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$27,232,663	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$408,490	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$26,824,173	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,341,209	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,341,209	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$32,788	TaxBasedOnInvestmentIncomeAmt
Total Tax	$32,788	TotalTaxAmt
Distributable Before Adj	$1,308,421	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,308,421	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,308,421	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,335,613	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$1,335,613	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,308,421	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$251,826	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$183,656	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$435,482	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,335,613	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,308,421	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$27,192	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$462,674	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	$462,674	ExcessDistriCyovToNextYrAmt
Excess From Year4	$251,826	ExcessFromYear4Amt
Excess From Year3	$183,656	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$27,192	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NOT APPLICABLE	ContributingManagerNm
Shareholder Manager	NOT APPLICABLE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	W DOUGLAS BURDEN VP	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O FIDUCIARY TRUST CO BOX 55806	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	022055806	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6174825270	RecipientPhoneNum
Form And Info And Materials	LETTER OF INQUIRY	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	SEE ATTACHED STATEMENT	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NANTUCKET COTTAGE
HOSPITAL	57 PROPECT ST	NANTUCKET	MA	025542799	NONE	PC	GENERAL PURPOSES	$5,000
WGBH-TV
	ONE GUEST ST	BOSTON	MA	02135	NONE	PC	GENERAL PURPOSES	$1,000
NANTUCKET ATHENEUM
	BOX 808	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$55,000
THEATRE WORKSHOP OF
NANTUCKET	PO BOX 1297	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$15,000
BRIGHAM & WOMENS HOSPITAL INC
	116 HUNTINGTON AVE	BOSTON	MA	021165712	NONE	PC	GENERAL PURPOSES	$1,000
NANTUCKET CONSERVATION FDN
	PO BOX 13	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$600,000
TUFTS MEDICAL CTR INC
	800 WASHINGTON ST	BOSTON	MA	02111	NONE	PC	GENERAL PURPOSES	$1,000
NANTUCKET ARTS COUNCIL
INC	PO BOX 1267	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$12,000
PALLIATIVE AND SUPPORTIVE CARE
	57 PROSPECT ST	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$8,000
SMALL FRIENDS-NANTUCKET
	P O BOX 2826	NANTUCKET	MA	02584	NONE	PC	GENERAL PURPOSES	$60,000
STRONG WINGS INC
	15 NOBADEER FARM RD	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$30,000
NANTUCKET INTERFAITH
COUNCIL	PO BOX 2597	NANTUCKET	MA	02584	NONE	PC	GENERAL PURPOSES	$20,000
NANTUCKET COMMUNITY
SAILING	PO BOX 2424	NANTUCKET	MA	02584	NONE	PC	GENERAL PURPOSES	$100,000
NANTUCKET SUSTAINABLE
DEVELOPMENT CORP	PO BOX 1244	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$15,000
NANTUCKET LIGHTHOUSE SCHOOL
	63 HOOPER FARM RD	NANTUCKET	MA	02554	NONE	EXEMPT	GENERAL	$25,000
NANTUCKET HISTORICAL ASSN
	PO BOX 1016	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$164,613
RELIEF ASSOCIATION
	P O BOX 585	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$2,000
NANTUCKET BOYS & GIRLS
CLUB	PO BOX 269	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$60,000
EGAN MARITIME INSTITUTE
	5 BAYBERRY CT	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$5,000
NEW ENGLAND LIFE FLIGHT
INC	150 HANSCOM DRIVE	BEDFORD	MA	017302630	NONE	PC	GENERAL PURPOSES	$20,000
A SAFE PLACE INC
	5B WINDY WAY	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$30,000
UNIVERSITY OF MICHIGAN
	500 S STATE STREET	ANN ARBOR	MI	48109	NONE	PC	GENERAL PURPOSES	$1,000
FAIRWINDS -NANTUCKET'S COUNSELING CNTR
	20 VESPER LANE	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$50,000
NANTUCKET COMMUNITY MUSIC CENTER
	PO BOX 1352	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$25,000
AMERICAN NATIONAL RED CROSS
	286 SOUTH STREET	HYANNIS	MA	02601	NONE	PC	GENERAL PURPOSES	$3,000
OUR HOUSE NANTUCKET
	5 WHEROWHERO LANE	NANTUCKET	MA	02554	NONE	PC	GENERAL PURPOSES	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,333,613	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$626,905	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,097,455	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
PARTNERSHIP INCOME	14	$169,627
ROYALTY INCOME	14	$35,117
EXCISE TAX REFUND	14	$263
STATE TAX REFUND	14	$2,534

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,931,901	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,931,901	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SEE ATTACHED	StockNm
EOY Book Value	$11,765,331	EOYBookValueAmt
EOYFMV	$17,048,481	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
SEE ATTACHED-MUTUAL FDS	AT COST	$6,287,076	$6,526,831
SEE ATTACHED-OIL/GAS/MINERAL H	AT COST	$840,533	$840,533
SEE ATTACHED-PARTNERSHIPS	AT COST	$2,096,509	$2,096,509

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
REIT & PARTNERSHIP BOOK VALUE ADJUSTMENTS	$337,934
ROUNDING	$3

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREP FEE	$1,750	$0	$1,750
FILING FEE	$250	$0	$250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP RECEIPTS	$169,627	$22,723
ROYALTY RECEIPTS	$35,117	$40,107
STATE TAX REFUND	$2,534	$0
EXCISE TAX REFUND	$263	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ROYALTY DEDUCTIONS	CategoryTxt
Net Investment Income	$6,220	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$110	$3,666	$0
PROPERTY TAXES	$2,885	$2,885	$0
EXCISE TAX	$1,275	$0	$0

TUPANCY-HARRIS FOUNDATION OF 1986: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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