DORAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DORAN FAMILY FOUNDATION (EIN 22-6424850)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202341229349101429
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T14:51:56-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226424850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORA | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 961209 HEMENWAY BARNES | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY E DEMPZE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2023-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | DEMPZE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-04-27 | 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 | $5,525,573 | 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 |
| Dividends Rev And Expnss | $52,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $643,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,341 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,718 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $121,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,167 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,221 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,221 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,080 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,814 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,814 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,722 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $829 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $329 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $442,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $442,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $498,073 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $465,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$376,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,707 | CashBOYAmt |
| Cash EOY | $47,095 | CashEOYAmt |
| Cash EOYFMV | $47,095 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,042,583 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $842,159 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $802,723 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,151,712 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,170,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,675,755 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,332,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,059,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,525,573 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,296,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,296,682 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,964,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,237,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,332,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,059,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,332,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,059,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,332,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$376,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $103,756 | OtherIncreasesAmt |
| Subtotal | $3,059,570 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,059,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VARIOUS PUBLICLY TRADED SECURITIES | 2022-01-12 | $39,337 | $36,701 | $2,636 | $2,636 |
| VARIOUS PUBLICLY TRADED SECURITIES | 2022-12-31 | $604,326 | $549,621 | $54,705 | $54,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,268 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,268 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,327 | 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 | $13,327 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,059 | OverpaymentAmt |
| Applied To ES Tax | $12,059 | 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 | NANCY E DEMPZE | 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 | 0 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY E DEMPZE | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $19,221 | $0 | $0 |
| ROBERT W DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EVELYN H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID L DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELEANOR H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAUL GOODOF | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,729,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $246,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,976,424 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,976,424 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,901,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,268 | TotalTaxAmt |
| Distributable Before Adj | $243,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $243,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $243,821 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $465,801 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $465,801 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,351 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,595 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $130,189 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,843 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $163,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $395,077 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $465,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $243,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $221,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $617,057 | 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 | $68,351 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $548,706 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,595 | ExcessFromYear4Amt |
| Excess From Year3 | $130,189 | ExcessFromYear3Amt |
| Excess From Year2 | $3,843 | ExcessFromYear2Amt |
| Excess From Year1 | $163,099 | ExcessFromYear1Amt |
| Excess From Current Year | $221,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W DORAN | ContributingManagerNm |
| Contributing Manager | EVELYN H DORAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 152 COMMONWEALTH FOUNDATION | ||||||
| 152 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | PC | GENERAL OPERATING PURPOSE | $5,000 |
| ALEXANDER TWILIGHT ACADEMY | ||||||
| 195 W NEWTON ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING PURPOSE | $50,000 |
| APPLE ORCHARD SCHOLARSHIP FUND | ||||||
| 282 NEWTON ST | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING PURPOSE | $10,000 |
| BETH ISRAEL DEACONESS MEDICAL | ||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | PC | GENERAL OPERATING PURPOSE | $15,000 |
| BOSTON SYMPHONY ORCHESTR | ||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | PC | SUSAN PAINE FUND | $25,000 |
| CURE ALZHEIMER'S FUND | ||||||
| 34 WASHINGTON ST SUITE 310 | WELLESLEY HILLS | MA | 02481 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| ENNEAGRAM PRISON PROJECT | ||||||
| PO BOX 804 | LOS GATOS | CA | 95031 | PC | GENERAL OPERATING PURPOSE | $2,000 |
| FRIENDS OF FAIRSTED | ||||||
| 1300 CENTRE ST | BOSTON | MA | 02131 | PC | GENERAL OPERATING PURPOSE | $15,000 |
| HENRY AND ALISON MCCANCE CENTER | ||||||
| 185 CAMBRIDGE STREET | BOSTON | MA | 02114 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| MACARTHUR FOUNDATION | ||||||
| 140 S DEARBORN ST 1200 | CHICAGO | IL | 60603 | PC | GENERAL OPERATING PURPOSE | $10,000 |
| MARTHA'S VINEYARD FILM SOCIETY | ||||||
| 79 BEACH RD | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING PURPOSE | $5,000 |
| MARTHA'S VINEYARD MUSEUM | ||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING PURPOSE | $5,000 |
| SHELTERING ARMS FOUNDATION | ||||||
| 140 EASTSHORE DRIVE 200 | GLEN ALLEN | VA | 23059 | PC | GENERAL OPERATING PURPOSE | $15,000 |
| SOCIAL FINANCE INC | ||||||
| 200 STATE ST 14 | BOSTON | MA | 02109 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| THE AMERICAN EXCHANGE PROJECT | ||||||
| 38 BALCOM RD | SUDBURY | MA | 01776 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||
| 180 MAIN ST | ANDOWER | MA | 01810 | PC | GENERAL OPERATING PURPOSE | $15,000 |
| WELLINGTON MANAGEMENT FOUNDATION | ||||||
| 280 CONGRESS ST | BOSTON | MA | 02210 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| MAHLER & LEWITT STUDIOS | ||||||
| 220 BERKELEY WAY | SANTA CRUZ | CA | 95062 | PC | GENERAL OPERATING PURPOSE | $5,000 |
| MS SOCIETY | ||||||
| 465 WAVERLY OAKS RD STE 202 | WALTHAM | MA | 02452 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| FRIENDS OF CEELI INSTITUTE | ||||||
| 2021 L ST NW STE 101-125 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING PURPOSE | $3,000 |
| THE WINSOR SCHOOL | ||||||
| 103 PILGRIM RD | BOSTON | MA | 02215 | PC | GENERAL OPERATING PURPOSE | $15,000 |
| AFRICAN MISSION | ||||||
| 1910 JEFFERSON ST | CHATTANOOGA | TN | 37408 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| DISABLED AMERICAN VETERANS | ||||||
| JFK FED BLDG GOVERNMENT CTR | BOSTON | MA | 02203 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| ALEXANDER TWILIGHT ACADEMY | ||||||
| 195 W NEWTON ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING PURPOSE | $10,000 |
| STEPS TO SUCCESS | ||||||
| 2 CLARK RD | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| MACARTHUR FOUNDATION | ||||||
| 140 S DEARBORN ST 1200 | CHICAGO | IL | 60603 | PC | GENERAL OPERATING PURPOSE | $10,000 |
| FRIENDS OF THE SAN JUANS | ||||||
| PO BOX 1344 | FRIDAY HARBOR | WA | 98250 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| SAN JUAN PRESERVATION TRUST | ||||||
| 468 ARGYLE AVE B | FRIDAY HARBOR | WA | 98250 | PC | GENERAL OPERATING PURPOSE | $2,000 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 1875 EYE ST NW SUITE 1100 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| NEWTON WELLESLEY HOSPITAL | ||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | PC | GENERAL OPERATING PURPOSE | $500 |
| NEW PROFIT | ||||||
| 99 BEDFORD ST SUITE 500 | BOSTON | MA | 02111 | PC | GENERAL OPERATING PURPOSE | $15,000 |
| NEW ENGLAND CONSERVATORY | ||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | GENERAL OPERATING PURPOSE | $500 |
| NATIONAL POLICE ASSOCIATION | ||||||
| PO BOX 1427 | STAFFORD | TX | 774971427 | PC | GENERAL OPERATING PURPOSE | $500 |
| MULTIPLE SCLEROSIS FOUNDATION | ||||||
| 6520 NORTH ANDREWS AVE | FORT LAUDERDALE | FL | 333092132 | PC | GENERAL OPERATING PURPOSE | $15,000 |
| MIT VISUAL ARTS CENTER | ||||||
| 20 AMES ST | CAMBRIDGE | MA | 02142 | PC | GENERAL OPERATING PURPOSE | $500 |
| FRIDAY HARBOR FOOD BANK | ||||||
| 500 MARKET ST | FRIDAY HARBOR | WA | 98250 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| THE JACKSON LABORATORY | ||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| VINEYARD CONSERVATION SOCIETY | ||||||
| 57 DAVID AVE | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| VINEYARD PRESERVATION TRUST | ||||||
| 99 MAIN ST | EDGARTOWN | MA | 02539 | PC | GENERAL OPERATING PURPOSE | $5,000 |
| UVA HEALTH FOUNDATION | ||||||
| 2420 OLD IVY RD | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $442,000 | 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 | $52,826 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11,718 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $57,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,885 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,885 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES - TAX PREPARATION FEE | CategoryTxt |
| Amt | $8,160 | Amt |
| Net Investment Income | $4,080 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,080 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 APPLE INC | $21,794 | $129,930 |
| 1400 ABBOTT LABS | $50,537 | $153,706 |
| 825 ANALOG DEVICES | $72,728 | $135,325 |
| 500 AMERICAN TOWER | $44,362 | $105,930 |
| 740 AMAZON.COM | $30,746 | $62,160 |
| 850 APTARGROUP | $91,087 | $93,483 |
| 500 AMERICAN WATER WORKS | $21,133 | $76,210 |
| 1500 BOSTON SCIENTIFIC | $25,498 | $69,405 |
| 1000 CANADIAN NATL RAILWAY | $86,656 | $118,880 |
| 300 COSTCO WHOLESALE | $17,139 | $136,950 |
| 500 SALESFORCE.COM | $36,331 | $66,295 |
| 400 CHEVRON | $42,796 | $71,796 |
| 450 DANAHER CORP | $40,358 | $119,439 |
| 650 DISNEY | $72,364 | $56,472 |
| 200 META PLATFORMS INC CLASS A COMMON STOCK (FACEBOOK INC) | $19,822 | $24,068 |
| 1100 FISERV | $84,815 | $111,177 |
| 600 FIRST REPUBLIC BANK | $27,402 | $73,134 |
| 1200 ALPHABET INC CL A | $30,891 | $105,876 |
| 600 JOHNSON & JOHNSON | $83,213 | $105,990 |
| 450 MICROSOFT CORP | $75,175 | $107,919 |
| 600 NESTLE SA ADR | $53,138 | $69,481 |
| 700 PROCTER & GAMBLE | $77,420 | $106,092 |
| 500 PAYPAL HOLDINGS | $23,181 | $35,610 |
| 400 ROCKWELL AUTOMATION | $63,898 | $103,028 |
| 1200 RAYTHEON TECHNOLOGIES | $82,781 | $121,104 |
| 400 CONSTELLATION BRANDS | $35,731 | $92,700 |
| 1500 TJX COS | $48,744 | $119,400 |
| 250 THERMO FISHER SCIENTIFIC | $31,534 | $137,673 |
| 575 VISA | $40,301 | $119,462 |
| 600 XYLEM INC | $37,682 | $66,342 |
| 575 ZOETIS INC | $29,874 | $84,266 |
| 400 AUTOMATIC DATA PROCESSING INC COM | $81,472 | $95,544 |
| 800 EDWARDS LIFESCIENCES CORP (EW) | $90,864 | $59,688 |
| 275 HOME DEPOT INC (HD) | $87,725 | $86,862 |
| 300 HONEYWELL INTERNATIONAL INC | $65,102 | $64,290 |
| 450 NIKE INC CLASS B COM NPV (NKE) | $64,442 | $52,655 |
| 400 MEDTRONIC PLC | $39,576 | $31,088 |
| 325 APTIV PLC COM | $39,962 | $30,267 |
| 1200 ADVANCED MICRO DEVICES INC | $65,861 | $77,724 |
| 833 HUNTINGTON INGALLS INDUSTRIES INC | $14,688 | $192,156 |
| 199 LIBERTY BROADBAND CORP COM SER A | $615 | $15,094 |
| 3300 ESTEE LAUDER COMPANIES INC COM | $69,888 | $818,763 |
| 797 LIBERTY MEDIA CORP DEL COM A SIRIUSXM | $1,466 | $31,330 |
| 398 LIBERTY MEDIA CORP DEL COM SER C FRMLA | $527 | $23,792 |
| 650 NOVO NORDISK A/S ADR-EACH CNV INTO 1 | $13,423 | $87,971 |
| 200 NVIDIA CORPORATION COM | $35,574 | $29,228 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $842,159 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $802,723 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $500 | $0 | $500 |
| BANK AND CHECKING FEES | $250 | $250 | $0 |
| ADR FEES | $79 | $79 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $11,718 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,718 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK AND TAX DIFFERENCE | Desc |
| Amt | $103,756 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,814 | Amt |
| Net Investment Income | $12,814 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,722 | $1,722 | $0 |
| FEDERAL EXCISE TAX ESTIMATES PAID | $13,327 | $0 | $0 |
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