PDB FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PDB FOUNDATION (EIN 82-3779206)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349104832
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T17:06:04-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200378627 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKE & RAPHAEL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 WEST CENTRAL STREET 117 | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823779206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PDB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PDBF | BusinessNameControlTxt |
| Phone | 5083451001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 IRVING STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK R BAMFORTH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5083451001 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | BAMFORTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON B BURKE | PreparerPersonNm |
| PTIN | P00077749 | PTIN |
| Phone | 5086530018 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,592,439 | 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 | $43,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $995,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $995,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$427,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,201,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,568,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $995,858 | 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 | $250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $151,545 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,545 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,312 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,043,582 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,043,582 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,213,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,043,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,355,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $841,001 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,100,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,455,807 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,591,143 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $1,322 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,296 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,296 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,101,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,457,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,592,439 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $39,101,935 | RetainedEarningBOYAmt |
| Retained Earning EOY | $79,457,103 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,101,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,457,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,101,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,457,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,101,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,355,168 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $79,457,103 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,457,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 40466 US TREASURY BILL | P | 2022-04-13 | 2022-05-17 | $99,983 | $99,975 | $8 | $8 |
| UBS 40466 US TREASURY BILL | P | 2022-05-20 | 2022-09-30 | $199,277 | $198,571 | $706 | $706 |
| UBS 40446 MODERNA INC | P | 2020-03-13 | 2022-01-18 | $96,364 | $11,445 | $84,919 | $84,919 |
| UBS 40446 REPLIGEN CORP | P | 2020-03-13 | 2022-01-18 | $113,138 | $54,991 | $58,147 | $58,147 |
| UBS 41751 FANNIE MAE NTS .02 | P | 2021-06-25 | 2022-01-05 | $873,000 | $873,000 | $0 | $0 |
| UBS 41751 US TSY NOTE .5 | P | 2022-04-08 | 2022-07-19 | $131,401 | $135,103 | -$3,702 | -$3,702 |
| UBS 41751 US TSY INFL PROT NOTE .125 | P | 2021-09-30 | 2022-04-08 | $1,405,571 | $1,382,553 | $23,018 | $23,018 |
| UBS 41751 US TREASURY NOTES NOTE RATE 1.375 | P | 2021-09-30 | 2022-04-08 | $3,138,622 | $3,303,613 | -$164,991 | -$164,991 |
| UBS 41751 US TREASURY NOTE .25 | P | 2021-09-30 | 2022-04-08 | $1,720,780 | $1,771,615 | -$50,835 | -$50,835 |
| UBS 41751 US TREASURY NOTES NOTE RATE 1.375 | P | 2021-12-17 | 2022-07-19 | $382,817 | $438,660 | -$55,843 | -$55,843 |
| UBS 41751 US TREASURY NOTE 1.25 | P | 2021-12-17 | 2022-04-08 | $2,880,137 | $3,094,736 | -$214,599 | -$214,599 |
| UBS 41751 US TREASURY NOTE 1.50 | P | 2021-12-17 | 2022-04-08 | $1,935,116 | $2,121,524 | -$186,408 | -$186,408 |
| UBS 41751 US TREASURY NOTE .5 | P | 2021-12-17 | 2022-04-08 | $1,070,448 | $1,100,939 | -$30,491 | -$30,491 |
| UBS 41751 US TREASURY NOTE 1.75 | P | 2022-04-08 | 2022-07-19 | $2,996,047 | $3,025,570 | -$29,523 | -$29,523 |
| UBS 41751 US TREASURY NOTE 2.375 | P | 2022-04-08 | 2022-07-19 | $1,915,681 | $1,951,907 | -$36,226 | -$36,226 |
| UBS 41751 US TREASURY NOTE 2.5 | P | 2022-04-08 | 2022-07-19 | $2,808,141 | $2,850,065 | -$41,924 | -$41,924 |
| UBS 41751 US TREASURY NOTE 2.25 | P | 2022-04-08 | 2022-07-19 | $2,647,234 | $2,676,340 | -$29,106 | -$29,106 |
| UBS 41751 US TREASURY NOTE 2.875 | P | 2022-07-19 | 2022-10-12 | $526,596 | $569,812 | -$43,216 | -$43,216 |
| UBS 41751 GENERAL MOTORS FIN CO NOTE 2.70 | P | 2020-12-14 | 2022-08-31 | $396,032 | $462,681 | -$66,649 | -$66,649 |
| UBS 41751 MCDONALDS CORP | P | 2019-07-23 | 2022-10-12 | $835,862 | $847,997 | -$12,135 | -$12,135 |
| UBS 41751 US TREASURY NOTE .125 | P | 2020-12-14 | 2022-10-12 | $353,925 | $429,957 | -$76,032 | -$76,032 |
| UBS 41828 AMERICAN CENTURY SUSTAINABLE EQUITY FUND CLASS | P | 2019-08-08 | 2022-06-24 | $110,105 | $80,940 | $29,165 | $29,165 |
| UBS 41828 FEDERATED HERMES SDG ENGAGEMENT HIGH YIELD CREDIT IS | P | 2019-10-02 | 2022-10-21 | $61,099 | $71,533 | -$10,434 | -$10,434 |
| UBS 41828 ISHARES MSCI ACWI | P | 2021-03-05 | 2022-03-07 | $52,329 | $52,396 | -$67 | -$67 |
| UBS 41828 ISHARES TRUST ISHARES ESG AWARE | P | 2019-08-08 | 2022-03-07 | $156,614 | $145,212 | $11,402 | $11,402 |
| UBS 41828 UBS SUSTAINABLE DEVELOPMENT BANK | P | 2019-08-08 | 2022-03-25 | $100,177 | $103,420 | -$3,243 | -$3,243 |
| UBS 41752 DARDEN RESTAURANTS INC | P | 2021-11-01 | 2022-01-26 | $2,060 | $2,169 | -$109 | -$109 |
| UBS 41752 AIR PROD & CHEMICAL | P | 2020-10-26 | 2022-03-02 | $70,167 | $85,746 | -$15,579 | -$15,579 |
| UBS 41752 ALPHABET INC | P | 2019-07-08 | 2022-08-11 | $80,773 | $37,740 | $43,033 | $43,033 |
| UBS 41752 APPLE INC | P | 2020-08-05 | 2022-01-26 | $3,833 | $2,626 | $1,207 | $1,207 |
| UBS 41752 ASTRAZENECA | P | 2019-09-05 | 2022-01-26 | $8,854 | $6,949 | $1,905 | $1,905 |
| UBS 41752 BLACKROCK INC | P | 2019-07-08 | 2022-04-07 | $116,385 | $73,358 | $43,027 | $43,027 |
| UBS 41752 BROADCOM INC | P | 2019-07-08 | 2022-01-26 | $60,452 | $29,712 | $30,740 | $30,740 |
| UBS 41752 CME GROUP INC | P | 2019-07-08 | 2022-01-26 | $3,731 | $3,433 | $298 | $298 |
| UBS 41752 CMS ENERGY CORP | P | 2019-07-08 | 2022-05-13 | $51,554 | $43,630 | $7,924 | $7,924 |
| UBS 41752 CSK CORPORATION | P | 2019-07-08 | 2022-01-26 | $2,601 | $1,983 | $618 | $618 |
| UBS 41752 CHEVRON CORP | P | 2019-07-08 | 2022-04-07 | $77,961 | $57,985 | $19,976 | $19,976 |
| UBS 41752 CONAGRA BRANDS | P | 2020-07-09 | 2022-04-07 | $67,518 | $71,144 | -$3,626 | -$3,626 |
| UBS 41752 DOW INC | P | 2019-07-08 | 2022-08-11 | $161,554 | $148,703 | $12,851 | $12,851 |
| UBS 41752 ENBRIDGE INC | P | 2019-07-08 | 2022-08-11 | $254,259 | $197,283 | $56,976 | $56,976 |
| UBS 41752 GENERAL MOTORS | P | 2019-07-08 | 2022-01-26 | $4,094 | $2,975 | $1,119 | $1,119 |
| UBS 41752 GILEAD SCIENCES | P | 2020-03-03 | 2022-09-07 | $48,999 | $57,970 | -$8,971 | -$8,971 |
| UBS 41752 HOME DEPOT INC | P | 2019-07-08 | 2022-01-26 | $9,323 | $5,528 | $3,795 | $3,795 |
| UBS 41752 HONEYWELL INTL INC | P | 2020-06-23 | 2022-05-13 | $93,821 | $70,973 | $22,848 | $22,848 |
| UBS 41752 HORMEL FOODS CORP | P | 2019-07-08 | 2022-09-07 | $70,604 | $62,562 | $8,042 | $8,042 |
| UBS 41752 HUMANA INC | P | 2019-07-08 | 2022-02-11 | $69,364 | $43,400 | $25,964 | $25,964 |
| UBS 41752 INTEL CORP COMMON STOCK | P | 2019-07-08 | 2022-01-26 | $9,391 | $8,686 | $705 | $705 |
| UBS 41752 INTERCONTIINENTAL | P | 2020-03-03 | 2022-01-26 | $5,011 | $3,883 | $1,128 | $1,128 |
| UBS 41752 JP MORGAN CHASE | P | 2020-03-03 | 2022-01-26 | $5,914 | $4,509 | $1,405 | $1,405 |
| UBS 41752 JOHNSON & JOHNSON | P | 2019-07-08 | 2022-01-26 | $11,772 | $9,849 | $1,923 | $1,923 |
| UBS 41752 MARSH & MCLELLAN | P | 2019-07-08 | 2022-02-11 | $51,237 | $34,007 | $17,230 | $17,230 |
| UBS 41752 MICROSOFT CORP | P | 2019-07-08 | 2022-01-26 | $59,138 | $27,177 | $31,961 | $31,961 |
| UBS 41752 NESTLE | P | 2019-07-08 | 2022-12-31 | $58,957 | $51,094 | $7,863 | $7,863 |
| UBS 41752 NUCOR | P | 2020-09-09 | 2022-09-29 | $30,954 | $13,750 | $17,204 | $17,204 |
| UBS 41752 PNC FINANCIAL SERVICES GROUP | P | 2019-07-08 | 2022-12-13 | $84,514 | $66,600 | $17,914 | $17,914 |
| UBS 41752 PFIZER INC | P | 2019-07-08 | 2022-01-26 | $7,512 | $5,789 | $1,723 | $1,723 |
| UBS 41752 PIONEER NATURAL | P | 2019-07-08 | 2022-01-26 | $4,500 | $3,088 | $1,412 | $1,412 |
| IBS 41752 TRUIST | P | 2020-06-01 | 2022-12-13 | $95,958 | $83,413 | $12,545 | $12,545 |
| UBS 41752 UNION PACIFIC CORP | P | 2019-07-08 | 2022-04-07 | $195,287 | $128,935 | $66,352 | $66,352 |
| UBS 41752 UNITED HEALTH GROUP | P | 2019-07-08 | 2022-12-13 | $76,178 | $35,552 | $40,626 | $40,626 |
| UBS 41752 VF CORP | P | 2019-07-08 | 2022-01-26 | $5,844 | $7,763 | -$1,919 | -$1,919 |
| UBS 41752 VERIZON COMMUNICATIONS | P | 2019-07-08 | 2022-12-13 | $116,816 | $176,893 | -$60,077 | -$60,077 |
| UBS 41752 VISA INC | P | 2019-07-08 | 2022-01-26 | $5,361 | $4,583 | $778 | $778 |
| UBS 41752 XCEL ENERGY | P | 2020-06-23 | 2022-06-16 | $99,536 | $97,877 | $1,659 | $1,659 |
| UBS 41752 ASML HOLDING | P | 2019-08-06 | 2022-01-26 | $11,107 | $3,637 | $7,470 | $7,470 |
| UBS 41752 TENDER LYONDELLBASELL | P | 2020-04-14 | 2022-01-26 | $1,862 | $1,164 | $698 | $698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$427,421 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,664 | 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 | $14,664 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,974 | OverpaymentAmt |
| Applied To ES Tax | $2,974 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | MARK BAMFORTH | IndividualWithBooksNm |
| Phone | 5083451001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 IRVING STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARK R BAMFORTH | ||||||||
| 99 IRVING STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MORAG BAMFORTH | ||||||||
| 99 IRVING STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 3.00 | $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 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 HARBOR BLVD | AddressLine1Txt |
| City | WEEHAWKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $151,545 | 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 | THE FOUNDATION DISBURSES FUNDS TO OTHER CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | 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 | $40,627,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,232,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,296 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,861,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,861,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,077,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,783,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,539,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,539,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,690 | TotalTaxAmt |
| Distributable Before Adj | $3,527,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,527,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,527,491 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,043,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,043,582 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,527,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $470,171 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,101,094 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $261,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,832,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,043,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,043,582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $483,909 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $483,909 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,348,909 | 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 | $2,348,909 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,087,356 | ExcessFromYear2Amt |
| Excess From Year1 | $261,553 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK R BAMFORTH | ContributingManagerNm |
| Contributing Manager | MORAG BAMFORTH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | PC | RESEARCH | $200,000 | |||||
| BIOMEDICAL SCIENCE CAREERS PROGRAM | |||||||||||
| 150 WOOD RD STE 300 | BRAINTREE | MA | 02184 | NC | EDUCATION | $10,000 | |||||
| BOSTON PUBLIC LIBRARY FUND | |||||||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | PC | EDUCATION | $93,000 | |||||
| BOYS AND GIRLS CLUS OF NEW HAMPSHIRE | |||||||||||
| 17 N SPRING ST | CONCORD | NH | 03301 | NC | SUPPORT FOR CHILDREN | $68,000 | |||||
| CAMBRIDGE HEALTH ALLICANCE FOUNDATION | |||||||||||
| 350 MAIN ST 5TH FLOOR | MALDEN | MA | 02148 | NC | HEALTH CARE | $200,000 | |||||
| CARROLL SCHOOL | |||||||||||
| 25 BAKER BRIDGE RD | LINCOLN | MA | 01773 | NC | EDUCATION | $210,000 | |||||
| COMMUNITY SERVINGS | |||||||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NC | FOOD INSECURITIES | $10,000 | |||||
| FLARE EDUCATION | |||||||||||
| 288 WESTERN AVENUE | CAMBRIDGE | MA | 02139 | NC | EDUCATON | $25,000 | |||||
| HOPENET LA | |||||||||||
| 760 SOUTH WESTMORELAND AVE | LOS ANGELES | CA | 90005 | NC | FOOD AND HOUSING | $5,000 | |||||
| INTERNATIONAL INSTITUTION OF NEW ENGLAND | |||||||||||
| 2 BOYLSTON ST 3RD FLOOR | BOSTON | MA | 02116 | NC | EDUCATION AND REFUGEES SUPPORT | $250,000 | |||||
| MASS LIBERATION | |||||||||||
| 21519 MENLO AVE | TORRANCE | CA | 90502 | NC | EDUCATION | $627,000 | |||||
| NEW HAMPSHIRE FOOD BANK | |||||||||||
| 700 E INDUSTRIAL PK DR | MANCHESTER | NH | 03109 | NC | FOOD INSECURITIES | $10,000 | |||||
| PROCTOR ACADEMY | |||||||||||
| 204 MAIN ST | ANDOVER | NH | 03216 | NC | EDUCATION | $210,000 | |||||
| THE ENTREPRENEURIAL SCOTLAND FOUNDATION USA | |||||||||||
| 1000 N WEST ST STE 1200 | WILMINGTON | DE | 19801 | NC | EDUCATION AND LEADERSHIP DEVELOPMENT | $45,500 | |||||
| THE TRUSSELL TRUST | |||||||||||
| NC | FOOD INSECURITIES | $280,000 | UNIT 9 ASHFIELD TRADING ESTATE | SALIBURY | WILTSHIRE | UK | SP27HL | ||||
| UNIVERSITY OF STRATHCLYDE | |||||||||||
| NC | EDUCATION | $425,082 | 16 RICHMOND ST | GLASGOW | SCOTLAND | UK | G11XQ | ||||
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||||||
| 550 HUNTINGTON AVE | BOSTON | MA | 02115 | NC | EDUCATION | $75,000 | |||||
| WEST END HOUSE | |||||||||||
| 105 ALLSTON ST | ALLSTON | MA | 02134 | NC | EDUCATION | $100,000 | |||||
| YEAR UP | |||||||||||
| 45 MILK ST | BOSTON | MA | 02109 | NC | EDUCATION | $200,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,043,582 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $995,858 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$427,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $568,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $568,437 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARK AND MORAG BAMFORTH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 IRVING ST | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $43,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $8,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $250 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAMFORTH FAMILY LLC | Desc |
| BOY Book Value | $1,322 | BOYBookValueAmt |
| EOY Book Value | $1,296 | EOYBookValueAmt |
| EOYFMV | $1,296 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE PARTNERSHIP EXPENSES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $151,545 | Amt |
| Net Investment Income | $151,545 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MARK R BAMFORTH | |||
| 99 IRVING STREET | CAMBRIDGE | MA | 02138 |
| MORAG BAMFORTH | |||
| 99 IRVING STREET | CAMBRIDGE | MA | 02138 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $6,000 | $0 | $0 | $0 |
| STATE TAXES | $250 | $0 | $0 | $0 |
| FOREIGN TAXES | $3,312 | $3,312 | $0 | $0 |
Comments