MILLICENT AND EUGENE BELL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MILLICENT AND EUGENE BELL FOUNDATION (EIN 26-3990463)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349102494
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T09:47:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 263990463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLICENT AND EUGENE BELL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | 0751260 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 6174392498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P JALKUT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174392000 | PhoneNum |
| Signature | 2024-11-15 | 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 | PAUL F RICH | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | 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 | $5,299,362 | 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 | $2,568 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,568 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,778 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $454,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $753,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $452,408 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $527,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $525,754 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $44,677 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $44,677 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,391 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,954 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,437 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,548 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,372 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $480,364 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $480,364 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $607,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $553,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $316,523 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $316,523 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $923,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $870,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$396,112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $472,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $764 | CashBOYAmt |
| Cash EOY | $905 | CashEOYAmt |
| Cash EOYFMV | $905 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $117,651 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,726 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,726 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $25,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $25,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $25,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $25,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,809,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,508,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,359,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $98,796 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $98,796 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $97,974 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $650,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $764,414 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $764,414 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,701,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,449,270 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,299,362 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$653,722 | CapitalStockBOYAmt |
| Capital Stock EOY | -$653,722 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,355,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,102,992 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,701,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,449,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,701,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,449,270 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,701,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$396,112 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143,395 | OtherIncreasesAmt |
| Subtotal | $2,449,270 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,449,270 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 AMERICAN EXPRESS CO | P | 2015-08-06 | 2023-08-28 | $63,865 | $30,100 | $33,765 | $33,765 |
| 1100 AMERICAN EXPRES CO | P | 2015-08-06 | 2023-12-05 | $187,520 | $82,775 | $104,745 | $104,745 |
| 300 JOHNSON & JOHNSON | P | 2015-08-06 | 2023-12-05 | $47,544 | $29,942 | $17,602 | $17,602 |
| 100 APPLE INC | P | 2015-08-06 | 2023-03-23 | $15,837 | $2,896 | $12,941 | $12,941 |
| 100 ABBOTT LABORATORIES | P | 2019-04-23 | 2023-03-23 | $9,681 | $7,531 | $2,150 | $2,150 |
| 100 MICROSOFT CORP | P | 2015-08-06 | 2023-03-23 | $27,641 | $4,705 | $22,936 | $22,936 |
| 125 APPLE INC | P | 2015-08-06 | 2023-05-05 | $21,754 | $3,620 | $18,134 | $18,134 |
| 25 MICROSOFT CORP | P | 2015-08-06 | 2023-05-05 | $7,792 | $1,176 | $6,616 | $6,616 |
| 275 APPLE INC | P | 2015-08-06 | 2023-11-02 | $48,359 | $7,963 | $40,396 | $40,396 |
| 150 APPLE INC | P | 2015-08-06 | 2023-11-16 | $28,424 | $4,344 | $24,080 | $24,080 |
| 250 MICROSOFT CORP | P | 2015-08-06 | 2023-11-16 | $93,923 | $11,763 | $82,160 | $82,160 |
| 500 ALPHABET INC - CLASS C | P | 2015-08-06 | 2023-07-24 | $60,950 | $15,970 | $44,980 | $44,980 |
| 200 JOHNSON & JOHNSON | P | 2015-08-06 | 2023-05-19 | $31,785 | $19,961 | $11,824 | $11,824 |
| 500 WALMART INC | P | 2021-03-16 | 2023-05-19 | $74,854 | $66,779 | $8,075 | $8,075 |
| 500 VERALTO CORP | P | 2015-08-06 | 2023-10-30 | $33,825 | $11,821 | $22,004 | $22,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $452,408 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,564 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,564 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,706 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,706 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,142 | OverpaymentAmt |
| Applied To ES Tax | $4,142 | 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 | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BOULEVARD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET J FOFONOFF | ||||||||
| PO BOX 1483 | NO FALMOUTH | MA | 02556 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| THOMAS P JALKUT | ||||||||
| 65 EAST INDIA ROW APT 33F | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP | |||||
| SEAPORT WEST 155 SEAPORT BLVD | BOSTON | MA | 02210 | INVESTMENT FEES | $43,920 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| SEAPORT WEST 155 SEAPORT BLVD | BOSTON | MA | 02210 | LEGAL & TAX PREP. FEES | $38,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION ENGAGED IN DIRECT CHARTIABLE ACTIVITIES TO SUPPORT AND ADVANCE THE ARTS. | Description1Txt |
| Expenses1 | $316,523 | Expenses1Amt |
| Description2 | SHAME PRODUCTIONS LLC ENGAGED IN DIRECT CHARITABLE ACTIVITIES TO SUPPORT AND ADVANCE THE ARTS | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | SHELTER IN JOY LLC ENGAGED IN DIRECT CHARITABLE ACTIVITIES TO SUPPORT AND ADVANCE THE ARTS | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $5,846,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,908,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,908,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,819,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,564 | TotalTaxAmt |
| Distributable Before Adj | $284,415 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $284,415 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $284,415 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $870,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $870,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $284,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $244,630 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $523,446 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $539,571 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $973,359 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $494,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,775,805 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $870,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $284,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $585,958 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,361,763 | 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 | $244,630 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,117,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $523,446 | ExcessFromYear4Amt |
| Excess From Year3 | $539,571 | ExcessFromYear3Amt |
| Excess From Year2 | $973,359 | ExcessFromYear2Amt |
| Excess From Year1 | $494,799 | ExcessFromYear1Amt |
| Excess From Current Year | $585,958 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | |||||||
| 307 W 38TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL FUND | $10,000 |
| BELMONT THEATER | |||||||
| 125 W 48TH STREET | NEW YORK | NY | 10006 | NONE | PUBLIC | MUM'S THE WORD | $3,323 |
| BOCH CENTER - WANG THEATER | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02116 | NONE | PUBLIC | GENERAL FUND | $10,000 |
| COLLEGE LIGHT OPERA COMPANY | |||||||
| PO BOX 906 | FALMOUTH | MA | 02541 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | NONE | PUBLIC | RENOVATE LILLIE AUDITORIUM | $30,000 |
| NEW YORK CITY CENTER INC | |||||||
| 131 W 55TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL FUND | $7,500 |
| RED BULL THEATRE | |||||||
| 191 7TH AVENUE 2S | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| THEATER ROW | |||||||
| 410 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL FUND | $5,700 |
| WILD ABOUT YOU LLC | |||||||
| 1460 BROADWAY FL 10 | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL FUND | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $316,523 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,568 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,778 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $454,417 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $527,763 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $527,763 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $98,796 | EOYBookValueAmt |
| EOYFMV | $97,974 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,508,429 | EOYBookValueAmt |
| EOYFMV | $4,359,343 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GREEN ART, INC | AT COST | $200,000 | $200,000 |
| ART LAB, LLC | AT COST | $400,000 | $400,000 |
| OUTSIDE THE BOX, LLC | AT COST | $50,000 | $50,000 |
| WILD ABOUT YOU LLC | AT COST | $109,414 | $109,414 |
| BOMBSHELL DEVELOPMENT LLC | AT COST | $5,000 | $5,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP | $10,706 | $6,959 | $3,747 |
| NUTTER MCCLENNEN & FISH LLP (ART LAB, LLC) | $27,685 | $17,995 | $9,690 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SHAME PRODUCTIONS LLC | $366,410 | $0 | $366,410 |
| SHELTER IN JOY LLC | $30,000 | $0 | $30,000 |
| MISCELLANEOUS EXPENSES | $83,954 | $0 | $83,954 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $143,395 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Amt | $43,920 | Amt |
| Net Investment Income | $28,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,372 | DisbursementsCharitablePrpsAmt |
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