EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2024-12-16
- IRS object ID
- 202423519349100612
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-16T11:44:17-06:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046002496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNARD BONN III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2024-12-04 | 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 | YUPING ZHANG CPA | PreparerPersonNm |
| PTIN | P01348992 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2024-12-04 | 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 | $12,244,655 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $69,398 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,398 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,253,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,036 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $453,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $445,924 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,306 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,461 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,845 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,974 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,195 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,779 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,974 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,974 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,672 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,928 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,154 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,778 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $417,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $417,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $556,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $473,228 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,694 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $808,555 | CashBOYAmt |
| Cash EOY | $623,301 | CashEOYAmt |
| Cash EOYFMV | $623,301 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,726,246 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,737,957 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,625,124 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,894,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,999,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,872,325 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,297,214 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,660,802 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,592,980 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,952,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,549,516 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,530,925 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,024 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,024 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $10,679,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,571,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,244,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,179,045 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,071,573 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,679,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,571,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,679,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,571,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,679,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,884 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,576,161 | SubtotalAmt |
| Other Decreases | $4,588 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,571,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY #XX9220 - LT SALE | P | 2024-07-31 | $739,270 | $803,530 | -$64,260 | -$64,260 |
| MORGAN STANLEY #XX9220 - ST SALE | P | 2024-07-31 | $32,051 | $31,749 | $302 | $302 |
| MORGAN STANLEY #XX7616 - LT SALE | P | 2024-07-31 | $1,095,980 | $976,813 | $119,167 | $119,167 |
| MORGAN STANLEY #XX7616 - ST SALE | P | 2024-07-31 | $206,340 | $241,033 | -$34,693 | -$34,693 |
| MORGAN STANLEY #XX1120 - LT SALE | P | 2024-07-31 | $616,217 | $496,428 | $119,789 | $119,789 |
| MORGAN STANLEY #XX1120 - ST SALE | P | 2024-07-31 | $563,315 | $516,327 | $46,988 | $46,988 |
| CAPITAL GAINS DIVIDENDS | P | $743 | $743 | $743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,036 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,041 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,041 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,492 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,492 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,451 | OverpaymentAmt |
| Applied To ES Tax | $3,451 | 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 | WWW.EDWARDSFUND.ORG | WebsiteAddressTxt |
| Individual With Books | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BERNARD BONN III | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARGARET FLANAGAN | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| TIMOTHY BLANK | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 5.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY SMITH BARNEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $65,974 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT SCHOLARSHIPS TO COLLEGE STUDENTS | Description1Txt |
| Expenses1 | $417,450 | Expenses1Amt |
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 | $10,878,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $598,863 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,477,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,477,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,305,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $565,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $565,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,041 | TotalTaxAmt |
| Distributable Before Adj | $560,238 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $560,238 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $560,238 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $473,228 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $473,228 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $560,238 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $231,499 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $473,228 | QualifyingDistributionsAmt |
| Applied To Year1 | $231,499 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $241,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $318,509 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARDS SCHOLARSHIP FUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MADE THROUGH FUND'S WEBSITE; WWW.EDWARDSFUND.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1ST FOR FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | STUDENTS' FAMILY HAS TO RESIDE IN BOSTON SINCE BEGINNING OF STUDENTS' JUNIOR YEAR IN HIGH SCHOOL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABIGAELLE NORBRUN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| AISLING MCQUAID | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| ALISSA PRINSTON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ALIYAH HAMILTON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANDRIANNA LEON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANH HONG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| ARBRI LEKA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| ARIANNA ANTIGUA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| AARON LE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| AUTUMN JOHNSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| BERGELINE HILARIE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,200 |
| BITANIA ADMASU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| BLERYNTHON LANGLOIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| BRIGHT OKUNBOR | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| CAITLIN WILLIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| CASSANDRA MIDY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| CHOICE MCCARTY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISTOPHER TRAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| CHRISTOPHER CATUBIG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DANIEL SCIBELLI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DANIEL SIVACHENKO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| DAVID THAI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| DEJA STRAUGHTER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| DESANI CRAWFORD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ELIZA FLEMING | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| ELLEN EZEDONMWEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| EMILY CHEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| GABRIELLA IZZO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $2,000 |
| GISELLE RODRIGUEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| GISSELLE VITTINI RUIZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| GUI YING LIU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HENRY OHMAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| HOANG AN KHANG LE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HUY GIANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JACE WAI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAILENE GUZMAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| JAKE HARRISON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JANAISHA DELCOMPARE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| JAYLEN MONDON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JONATHAN WEISS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| JONNAI HOWARD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| JULIE LEE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| KELEYIA ROCHELLE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| KIMI NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LILLIAN GIBSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MAKAYLA RENE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MALIK MARTIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARISELA GUITY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $2,000 |
| MARTINA ALBIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| MARY GHAZALEH | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARYAN HASSAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| MEHDI KAYI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| MELEY KELATI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| MONIFER VACA SOLARES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MYRSAIDA BARON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,750 |
| NICKOLAS SIRAFOS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NORDA LINO-KELLY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NOSICA VERDIEU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| PATRICK CHEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| POLANSKY BRUNY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| QIANYING GUAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| SAADIQAH YUSUF | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SAMMI NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SELENA DAVIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SOPHIA SAI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| STEEVEN CAJUSTE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| SUSAN HAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| TARA KIRCHMEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| TIFFANY DANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| WENDI GJATA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| WILSI TAVERAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| YUNIS EGAL | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ZACHARY MELO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ZACHORY DURHAM | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LEA CARRIGG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JIAYING LI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| MARKUS FACEY-CASTILLO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| KAYLA GERMAIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| DAN NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| IMANI GAINES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| PHILIP HOANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| TAYANA ANTOINE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| TATIANA BOOTHE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| JAVIER RODRIGUEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| MICHEKA FENELON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| LLANNYSH RODRIGUEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| KELLY RIMAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MICKY YANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| MELISSA ABARCA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| MUNA ABANOOR | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| NAILA LAPIERRE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| JENESSA OTABOR | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| ALISON RIMAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| CARMEN BELIZAIRE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANNASTACIA FEARON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| CECILIA DOHERTY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SAMANTHA PIERRE-LOUIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| KELLY HOFFMAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| ELLEN LINSO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAHSHAYLA RIVERA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| AIDALITZY HENRIQUEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| FRANCISCO CALVA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,500 |
| AMIA WEEKES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| DORLIE REGISTRE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| BRIGHT LGBINOSA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HONGHUI SUN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NOURADINE SHECK | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| CHRISTIAN DOCANTO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| ISAIAH BIENAIME | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| JIANNA CORREIA SILVA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| JIDEOFOR IFEBUZO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| DIANA LANDAVERDE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,500 |
| JASMIN SHOY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| EVA FLETCHER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,500 |
| ANIYA GARDNER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| KIYAH ROLLINS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| JUN RONG MEI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| KATE HOFFMAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| ALANNA MARTE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| JASMINE THOMPSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| AMY ENEH | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| BRANDON DOAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| HIEU HONG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| SHELDON BROWN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $417,450 | 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 | $69,398 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,490 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $445,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $445,924 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST FROM MONEY MARKET FUND |
| 4 | INTEREST AND DIVIDENDS FROM STOCKS AND BONDS |
| 8 | GAIN ON THE SALES OF VARIOUS SECURITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Payroll ContributionPayrollContributionInd |
|---|---|---|---|---|---|---|---|
| TIMOTHY BARROWS & MARGARET FLANAGAN | |||||||
| 1 | 31 ST JAMES AVENUE SUITE 740 | BOSTON | MA | 02116 | $5,000 | Yes (X) | |
| JAMES LI | |||||||
| 2 | 7 CAMBRIDGE TERRACE | ALLSTON | MA | 02134 | $25 | Yes (X) | |
| BRIAN & JANET MCGILLICUDDY | |||||||
| 3 | 620 ROLLING SPRINGS DRIVE | CARY | NC | 275191871 | $250 | Yes (X) | |
| ELIOTT MORRA | |||||||
| 4 | 85 SALEM END LANE | FRAMINGHAM | MA | 01702 | $400 | Yes (X) | |
| ANTHONY BENEDETTI | |||||||
| 5 | 3 WEST STREET | ARLINGTON | MA | 02476 | $125 | Yes (X) | |
| DENNIS & MAURA SULLIVAN | |||||||
| 6 | 58 BRISTOL RD | WELLESLEY | MA | 02481 | $150 | Yes (X) | |
| JERRY & JUDITH GOLDIN | |||||||
| 7 | 35 AMES STREET | SHARON | MA | 02067 | $200 | Yes (X) | |
| TAMARA SOBERS | |||||||
| 8 | 1 SALMAN STREET | BOSTON | MA | 02132 | $100 | Yes (X) | |
| JEROLD GOLDIN | |||||||
| 9 | 36 AMES STREET | SHARON | MA | 02067 | $100 | Yes (X) | |
| NGAM ADVISORS LP | |||||||
| 10 | 888 BOYLSTON STREET | BOSTON | MA | 02199 | $1,300 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICES FEES | CategoryTxt |
| Amt | $20,974 | Amt |
| Net Investment Income | $4,195 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,779 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (28 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1989 VANGUARD SHORT TERM BND | $149,841 | $154,406 |
| 21000 ENTERPRISE PRODUCTS OPERATING LLC | $20,988 | $18,912 |
| 23000 ANHEUSER-BUSCH INBEV FINANCE INC | $23,990 | $22,125 |
| 23000 BANK OF AMERICA CORP FXD TO 012047 VAR THRAFTR | $23,744 | $20,422 |
| 23214.8 LOOMIS SAYLES CORE PLUS BD Y | $280,193 | $269,756 |
| 2568 VANGUARD LONG-TERM GOVERNMENT | $149,752 | $152,822 |
| 27000 JPMORGAN CHASE & CO FXD TO 052027 VAR THRAFTR 3.5400% | $26,861 | $26,344 |
| 27000 ORACLE CORP | $30,367 | $21,616 |
| 27863.263 BLACKROCK TOTAL RET I | $270,290 | $278,354 |
| 28000 KINDER MORGAN INC | $28,184 | $27,924 |
| 31000 CVS HEALTH CORP | $30,896 | $31,658 |
| 31000 ENBRIDGE INC | $31,793 | $34,953 |
| 31000 MASTERCARD INC | $33,449 | $29,650 |
| 31000 NORTHROP GRUMMAN CORP | $30,493 | $30,686 |
| 33000 HOME DEPOT INC/THE | $34,534 | $30,170 |
| 33000 RTX CORP | $33,973 | $37,758 |
| 33000 TRUIST FINANCIAL CORP FXD TO 012029 VAR THRAFTR 5.435% | $32,973 | $33,372 |
| 33000 UNITEDHEALTH GROUP INC | $33,130 | $28,765 |
| 36000 ABBVIE INC | $42,825 | $30,960 |
| 36000 CITIGROUP INC FXD TO 062030 VAR THRAFTR 2.5720% | $36,676 | $31,599 |
| 36000 WELLS FARGO & CO FXD TO 072033 VAR THRAFTR 5.557% | $36,174 | $36,663 |
| 38000 GENERAL MOTORS FINANCIAL CO INC | $38,232 | $38,738 |
| 39000 FISERV INC | $39,274 | $36,898 |
| 39000 JPMORGAN CHASE & CO FXD TO 022031 VAR THRAFTR 1.9530% | $37,988 | $32,832 |
| 39000 LOWE'S COS INC | $38,044 | $32,745 |
| 39000 VERIZON COMMUNICATIONS INC | $38,617 | $25,390 |
| 40000 COMCAST CORP | $40,585 | $29,909 |
| 46000 US BANCORP FXD TO 062028 VAR THRAFTR 5.775% | $46,936 | $47,553 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 105 LINDE PLC (LIN) | $32,288 | $47,618 |
| 1058 WALTDISNEY CO HLDG CO | $100,052 | $99,124 |
| 114 THERMO FISHER SCIENTIFIC | $61,385 | $69,921 |
| 1194 ALPHABET INC CL A | $90,899 | $204,301 |
| 120 ADOBE INC | $66,516 | $66,198 |
| 1205 BANK OF AMERICA CORP | $39,901 | $48,019 |
| 125 STRYKER CORP (SYK) | $30,400 | $40,863 |
| 130 EATON CORP PLC SHS (ETN) | $33,926 | $39,300 |
| 1335 VERIZON COMMUNICATIONS | $53,063 | $53,779 |
| 134 NORTHROP GRUMMAN CP | $49,536 | $64,899 |
| 1340 NVIDIA CORPORATION | $59,548 | $156,806 |
| 142 BLACKROCK INC | $92,966 | $124,463 |
| 145 PALO ALTO NETWORKS INC (PANW) | $24,386 | $46,511 |
| 1522 AMAZON COM INC | $180,550 | $283,399 |
| 155 CBOE GLOBAL MARKETS | $30,496 | $28,444 |
| 162 ELI LILLY & CO | $53,377 | $130,292 |
| 164 DEERE & CO | $63,797 | $61,005 |
| 165 VISA INC CL A (V) | $27,346 | $43,758 |
| 172 LINDE PLC | $62,889 | $77,262 |
| 1732 MONSTER BEVERAGE CORP NEW COM | $81,981 | $89,111 |
| 175 QUANTA SERVICES | $37,768 | $46,371 |
| 184 NETFLIX INC | $111,193 | $115,616 |
| 190 AMERICAN EXPRESS CO (AXP) | $40,586 | $47,400 |
| 191 UNITEDHEALTH GP INC | $65,873 | $110,046 |
| 192 BERKSHIRE HATHAWAY CL-B | $43,142 | $84,192 |
| 1924 VANGUARD EXTENDED MKT ETF | $287,611 | $345,243 |
| 200 CHUBB LTD (CB) | $30,442 | $52,664 |
| 205 META PLATFORMS INC CL A | $61,343 | $97,340 |
| 210 HOME DEPOT INC | $60,214 | $77,314 |
| 210 HONEYWELL INTL INC (HON) | $41,481 | $42,968 |
| 225 LOWES COMPANIES INC | $48,886 | $54,755 |
| 235 JPMORGAN CHASE & CO | $40,863 | $49,425 |
| 240 BECTON DICKINSON & CO | $61,061 | $57,854 |
| 246 THE CIGNA GROUP | $71,147 | $85,773 |
| 250 TJX COS INC NEW (TJX) | $20,884 | $28,008 |
| 253 PALO ALTO NETWORKS INC | $66,787 | $82,157 |
| 255 AMGEN | $58,631 | $84,780 |
| 272 CUMMINS INC | $75,678 | $79,370 |
| 280 TARGET CORPORATION | $38,110 | $41,595 |
| 285 ABBVIE INC COM (ABBV) | $40,324 | $52,192 |
| 2861 SPDR MSCI EM MKT STRGCFACTORS | $147,014 | $170,435 |
| 294 JOHNSON & JOHNSON | $50,691 | $46,408 |
| 300 MICROSOFT CORP (MSFT) | $79,692 | $124,200 |
| 310 ADVANCED MICRO DEVICES | $41,190 | $44,751 |
| 335 CHEVRON CORP (CVX) | $49,129 | $53,250 |
| 355 MERCK & CO INC NEW COM (MRK) | $20,316 | $40,147 |
| 365 WALT DISNEY CO HLDG CO | $41,573 | $34,196 |
| 3681 SPDR MSCI EAFE STRATEGICFACTOR | $215,931 | $284,501 |
| 375 ORACLE CORP | $38,319 | $51,564 |
| 387 TESLA INC | $49,636 | $89,811 |
| 400 EMERSON ELECTRIC CO (EMR) | $36,618 | $45,935 |
| 400 PROCTER & GAMBLE | $48,993 | $64,304 |
| 452 JPMORGAN CHASE & CO | $51,507 | $96,186 |
| 460 AMAZON COM INC (AMZN) | $55,850 | $86,011 |
| 491 SALEFORCE INC | $76,722 | $127,071 |
| 510 ALPHABET INC CL A (GOOGL) | $41,823 | $87,485 |
| 510 RTX CORPORATION | $44,518 | $57,426 |
| 525 ABBOTT LABORATORIES | $37,640 | $55,619 |
| 536 BLACKSTONE INC | $77,460 | $76,192 |
| 540 VISA INC CL A | $109,504 | $143,462 |
| 60 TYLER TECHNOLOGIES INC | $25,808 | $34,087 |
| 600 MORGAN STANLEY | $51,676 | $61,162 |
| 600 NVIDIA CORPORATION | $26,956 | $69,340 |
| 605 ADVANCED MICRO DEVICES | $65,482 | $87,410 |
| 630 DUPONT DE NEMOURS INC (DD) | $46,749 | $52,382 |
| 635 COCA COLA CO | $38,438 | $41,545 |
| 640 SCHLUMBERGER LTD (SLB) | $31,877 | $30,905 |
| 65 SERVICENOW INC | $47,359 | $52,935 |
| 655 APPLE INC (AAPL) | $108,415 | $139,625 |
| 677 MICROSOFT CORP | $137,871 | $283,223 |
| 70 ELI LILLY & CO (LLY) | $27,816 | $56,299 |
| 715 WELLS FARGO & CO NEW (WFC) | $35,988 | $42,414 |
| 75 THERMO FISHER SCIENTIFIC | $43,375 | $46,000 |
| 76 TRANSDIGM GROUP INC | $63,118 | $98,360 |
| 80 COSTCO WHOLESALE CORP NEW (COST) | $43,561 | $65,760 |
| 806 EXXON MOBIL CORP | $54,152 | $95,584 |
| 85 META PLATFORMS INC CL A | $36,326 | $40,361 |
| 86 MSCI INC | $47,830 | $46,505 |
| 877 NEXTERA ENERGY INC | $65,622 | $66,994 |
| 945 UBER TECHNOLOGIES INC | $74,819 | $60,924 |
| 952 APPLE INC | $75,307 | $211,420 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,737,957 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,625,124 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 10352.347 AMER B10352.347 AMER BEACON AHL MNGD FUT STACON AHL MNGD FUT STR Y | FMV | $105,249 | $106,836 |
| 11802.365 JOHN HANCOCK DVRSFD MACRD I | FMV | $108,270 | $113,067 |
| 16716.174 BLACKROCK EVENT DRIVEN EQ INST (BILPX) | FMV | $165,354 | $170,672 |
| 2564 GLOBAL X MLP & ENERGY INFRAS | FMV | $101,795 | $136,071 |
| 2826 REAL ESTATE SELECT SECT SPDR (XLRE) | FMV | $113,857 | $116,403 |
| 425 WELLTOWER INC | FMV | $34,861 | $45,679 |
| 513 PROLOGIC INC COM | FMV | $57,085 | $64,664 |
| 73214 BLACKROCK BATS: SERIES M PTF (BRAMX | FMV | $690,855 | $615,730 |
| 78146.44 BLACKROCK BATS: SERIES A PTF | FMV | $77,321 | $78,146 |
| 9183 BLACKROCK BATS: SERIES C PTF (BRACX) | FMV | $94,869 | $83,657 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $47,306 | LegalFeesAmt |
| Net Investment Income | $9,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $37,845 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $4,588 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $169 | $169 | $0 | $0 |
| INTERNET AND DATA STORAGE | $1,148 | $230 | $0 | $918 |
| INSURANCE | $1,640 | $1,529 | $0 | $111 |
| MA FILING FEES | $125 | $0 | $0 | $125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY | CategoryTxt |
| Amt | $65,974 | Amt |
| Net Investment Income | $65,974 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,672 | Amt |
| Net Investment Income | $1,672 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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