EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-06-15
- IRS object ID
- 202301669349100520
- Schema version
- 2021v4.2
- 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 Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-15T12:56:41-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | 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 | 2021-08-01 | 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 | 2023-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERNARD | PersonFirstNm |
| Person Last | BONN III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUPING ZHANG CPA | PreparerPersonNm |
| PTIN | P01348992 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2023-06-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,360,423 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,083 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45,289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,289 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,209 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,209 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $686,318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,176,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $686,318 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $905,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $881,816 | 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 | $55,923 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,185 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $44,738 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,710 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,221 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,927 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,294 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,917 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,926 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,991 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $397,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $397,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $548,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $459,613 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $357,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $793,068 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,278,139 | CashBOYAmt |
| Cash EOY | $800,254 | CashEOYAmt |
| Cash EOYFMV | $800,254 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $12,332 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $1,078,593 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,500,895 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,419,735 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,489,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,283,757 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,885,890 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $915,737 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,149,088 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,053,387 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $686,722 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,202,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,201,157 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,024 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,024 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $12,460,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,936,430 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,360,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,960,821 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,436,430 | 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 | $12,460,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,936,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,460,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,936,430 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,460,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $357,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,596 | OtherIncreasesAmt |
| Subtotal | $12,819,955 | SubtotalAmt |
| Other Decreases | $1,883,525 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,936,430 | 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 | 2022-07-31 | $496,460 | $492,810 | $3,650 | $3,650 |
| MORGAN STANLEY #XX9220 - ST SALE | P | 2022-07-31 | $87,430 | $88,313 | -$883 | -$883 |
| MORGAN STANLEY #XX7616 - LT SALE | P | 2022-07-31 | $1,768,109 | $1,311,193 | $456,916 | $456,916 |
| MORGAN STANLEY #XX7616 - ST SALE | P | 2022-07-31 | $953,559 | $855,057 | $98,502 | $98,502 |
| MORGAN STANLEY #XX1120 - LT SALE | P | 2022-07-31 | $448,241 | $373,324 | $74,917 | $74,917 |
| MORGAN STANLEY #XX1120 - ST SALE | P | 2022-07-31 | $420,696 | $369,538 | $51,158 | $51,158 |
| CAPITAL GAINS DIVIDENDS | P | $2,058 | $2,058 | $2,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $686,318 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,024 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,024 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,332 | 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 | $12,332 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,308 | OverpaymentAmt |
| Applied To ES Tax | $1,308 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | |||||
| 112 WORCESTER STREET | WELLESLEY | MA | 02481 | INVESTMENT MANAGEMENT SERVICES | $68,853 |
| HEMEWAY & BARNES LLP | |||||
| 75 STATE STREET | BOSTON | MA | 02109 | LEGAL & GRANT MANAGEMENT SERVICES | $55,923 |
| BURKE & ASSOCIATES CPAS INC | |||||
| 300 LEDGEWOOD PLACE SUITE 200 | ROCKLAND | MA | 02370 | AUDITING AND TAXATION SERVICES | $13,550 |
| 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 | $397,750 | 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 | $10,788,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,083,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,872,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,872,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,082 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,694,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $584,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $584,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,024 | TotalTaxAmt |
| Distributable Before Adj | $573,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $573,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $573,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $459,613 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $459,613 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $573,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,532 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $459,613 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,532 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $415,081 | 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 | $158,597 | 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 (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NAOMI CARRIGG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| LEA CARRIGG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| ARON LE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LEWIS ROSARIO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| JENNIFLORE BEAUBRUN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DAVID IZZO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MEHDI KAYI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NAOD ZACHARIAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MELEY KELATI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ABIGAELLE NORBRUN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| KARVENS FELIX | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| WENDI GJATA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HANNA HUI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ELIZANGI ARAUJO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISTINA ZHU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| GAR WAI LEE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| WILSI TAVERAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| QIANYING GUAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JULIE LEE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| STEEVEN CAJUSTE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAMES WILLIAMS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| BLERYNTHON LANGLOIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| MICHEKA FENELON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| KAREN MAI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,500 |
| IIANNYSH RODRIGUEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SUMAYA SALAT | ||||||
| 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 | $3,000 |
| ALEXIS DELVALLE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| AUTUMN JOHNSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LISMARY TAVERAS DE LA CRUZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| CONOR KELLY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| VANESSA BARBOSA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LIAM RIMAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MICHEL-ANGE MORAVIA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HUBERT GALAN JR | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JULIANAH ADUBI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MAKAYLA QUIRK | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISTINE TRAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| RICHARD ANDRADE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| GABRIELLA IZZO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ELIJAH MIRANDA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISLEEN HERARD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DEJA STRAUGHTER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JONNAI HOWARD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JOSHUA LOPEZ-FLOREZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NYANJA HANEY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARTINA ALBIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAILENE GUZMAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARISELA GUITY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SARA RUKAVINA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JOHN BRADLEY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| FEN HUSSAIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANH LE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANH LONG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CARMEN-ISABEL BELIZAIRE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| TARA KIRCHMEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAYCEN TAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| KIMI NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NATALIE CHAN | ||||||
| 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 | $3,500 |
| NY HO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NIKITA CLARK | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| WESLEY WARD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| GUI YING LIU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| NAIA WALTER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| BRIAN NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| KATARINA KHAKALI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| LILLIAN GIBSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| ELIZA FLEMING | ||||||
| 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 | $3,500 |
| VANESSA MCKENZIE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JANAISHA DELCOMPARE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LINETTE PERALTA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MYRSAIDA BARON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CASSANDRA MIDY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| JHANEL POTTS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,750 |
| KAYLEN JOHNSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| AMANDA SU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISTINA EMILE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| CAITLIN WILLIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SAADIQAH YUSUF | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| DEJANEE MILLER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARY GHAZALEH | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| HENRY OHMAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| KATHLEEN ALVAREZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAYCEE BULLOCK | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SHANNON MCLNTOSH | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAYLEN FONFIELD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| AISLING MCQUAID | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CRISTOPHER TRAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MICHAEL LIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| BITANIA ADMASU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| BRIGHT IGBINOSA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,750 |
| NATANEL ERVIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MOUNIROU FASSASSI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DAVID THAI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| YUNIS EGAL | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| HONGHUI SUN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| SOLANNY PEGUERO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| FALIANNE FORGES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ERIC DANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANAB MOHAMED | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,750 |
| TAMMY MUI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DESANI CRAWFORD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| LUC CHARLES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ISAIAH JEAN-FONTAINE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| AYAT YUSEF | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| YELENA CONNOR | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| MARYAN HASSAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| VICTOR CHEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ADAM WERTHEIMER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| PALOMA OKUNBOR | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ORIANA HEREDIA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DUNIA GOMES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| KELEYIA ROCHELLE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANGELYN ZUNIGA-ALEMAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAKE HARRISON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,000 |
| JONATHAN WEISS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ARBRI LEKA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| BERGELINE HILARIE | ||||||
| 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 | $397,750 | 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 | $45,289 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $686,318 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $881,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $881,816 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| 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 | $400 | Yes (X) |
| STANLEY WENOCUR | ||||||
| 3 | 11217 GREEN DRAGON CT | COLUMBIA | MD | 210441025 | $500 | Yes (X) |
| EUGENE & GILES PUGATCH | ||||||
| 4 | 140 HEPBURN ROAD 19H | CLIFTON | NJ | 07012 | $100 | Yes (X) |
| PATRICIA HOOPER | ||||||
| 5 | 5721 39TH AVENUE | HYATTSVILLE | MD | 207811717 | $100 | Yes (X) |
| BRIAN & JANET MCGILLICUDY | ||||||
| 6 | 620 ROLLING SPRINGS DRIVE | CARY | NC | 275191871 | $150 | Yes (X) |
| ELIOTT MORRA | ||||||
| 7 | 85 SALEM END LANE | FRAMINGHAM | MA | 01702 | $525 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICES FEES | CategoryTxt |
| Amt | $13,550 | Amt |
| Net Investment Income | $2,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,840 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 19000 BANK OF AMERICA CORP FXD TO 012047 VAR THRAFTR | $20,223 | $18,244 |
| 20000 ENTERPRISE PRODUCTS OPERATING LLC | $20,144 | $19,101 |
| 22000 ANHEUSER-BUSCH INBEV FINANCE INC | $23,120 | $22,683 |
| 22000 MICROSOFT CORP | $21,993 | $17,415 |
| 23868.865 LOOMIS SAYLES CORE PLUS BD Y (NERYX) | $289,522 | $291,200 |
| 27000 JPMORGAN CHASE & CO FXD TO 052027 VAR THRAFTR 3.5400% | $26,997 | $26,404 |
| 27000 KINDER MORGAN INC | $27,624 | $27,466 |
| 27000 ORACLE CORP | $30,740 | $21,432 |
| 29000 MARSH & MCLENNAN COS INC | $29,362 | $29,613 |
| 29000 MASTERCARD INC | $32,405 | $29,114 |
| 29000 NORTHROP GRUMMAN CORP | $28,693 | $28,770 |
| 29000 NVIDIA CORP | $31,464 | $27,983 |
| 31000 APPLE INC | $30,066 | $26,315 |
| 31000 BAT INTERNATIONAL FINANCE PLC | $30,964 | $28,204 |
| 31000 HOME DEPOT INC/THE | $33,323 | $29,539 |
| 31000 UNITEDHEALTH GROUP INC | $31,638 | $27,915 |
| 34000 ABBVIE INC | $41,455 | $32,364 |
| 34000 ALPHABET INC | $32,382 | $24,802 |
| 34000 CITIGROUP INC FXD TO 062030 VAR THRAFTR 2.5720% | $35,318 | $29,734 |
| 36000 FISERV INC | $36,743 | $34,268 |
| 36000 JPMORGAN CHASE & CO FXD TO 022031 VAR THRAFTR 1.9530% | $35,630 | $30,290 |
| 36000 LOWE'S COS INC | $35,676 | $30,422 |
| 36000 VERIZON COMMUNICATIONS INC | $36,643 | $27,070 |
| 38000 UNION PACIFIC CORP | $39,016 | $39,446 |
| 40000 COMCAST CORP | $40,628 | $34,443 |
| 43000 BANK OF AMERICA CORP | $43,712 | $44,082 |
| 63000 AMAZON.COM INC | $63,607 | $55,068 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1040 WELLS FARGO & CO NEW (WFC) | $40,016 | $45,233 |
| 110 UNITEDHEALTH GP INC (UNH) | $51,156 | $58,202 |
| 1100 ALPHABET INC CL A | $67,503 | $127,952 |
| 1159 TJX COS INC NEW | $65,765 | $70,884 |
| 1166 APPLE INC | $79,037 | $189,487 |
| 120 GOLDMAN SACHS GRP INC (GS) | $40,363 | $39,905 |
| 1200 VERIZON COMMUNICATIONS (VZ) | $27,932 | $55,428 |
| 1220 AMAZON COM INC | $150,299 | $164,639 |
| 1225 COCA COLA CO (KO) | $62,781 | $78,609 |
| 128 COSTCO WHOLESALE CORP NEW (COST) | $67,486 | $69,286 |
| 131 THERMO FISHER SCIENTIFIC | $70,505 | $78,392 |
| 137 SERVICENOW INC | $70,509 | $61,192 |
| 145 ELI LILLY & CO (LLY) | $34,617 | $46,265 |
| 160 LINDE PLC (LIN) | $38,691 | $48,150 |
| 163 NORTHROP GRUMMAN CP | $60,117 | $78,061 |
| 1640 EXELON CORP | $59,511 | $76,244 |
| 165 EATON CORP PLC SHS (ETN) | $20,440 | $24,331 |
| 165 VISA INC CL A (V) | $27,468 | $34,817 |
| 185 PEPSICO INC NC (PEP) | $26,109 | $32,161 |
| 1927 VANGUARD EXTENDED MKT ETF (VXF) | $291,220 | $278,644 |
| 208 UNITEDHEALTH GP INC | $64,581 | $112,806 |
| 210 MC DONALDS CORP (MCD) | $50,777 | $54,659 |
| 211 NETFLIX | $97,810 | $47,454 |
| 215 STRYKER CORP (SYK) | $43,641 | $45,901 |
| 217 BERKSHTRE HATHAWAY CL-B | $47,124 | $65,230 |
| 224 ACCENTURE PLC IRELAND | $73,033 | $68,602 |
| 225 PNC FINL SVCS GP (PNC) | $41,902 | $37,337 |
| 233 HOME DEPOT INC | $66,650 | $70,119 |
| 2361 COMCAST CORP (NEW) CLASS A (CMCSA) | $90,841 | $88,585 |
| 250 AMERICAN EXPRESS CO (AXP) | $31,932 | $37,845 |
| 250 ANALOG DEVICES INC (ADI) | $42,049 | $42,250 |
| 250 CHUBB LTD (CB) | $38,231 | $47,160 |
| 250 HONEYWELL INTL INC (HON) | $48,086 | $48,001 |
| 262 ROCKWELL AUTOMATION | $72,477 | $66,883 |
| 275 JOHNSON & JOHNSON (JNJ) | $38,033 | $47,964 |
| 276 ESTEE LAUDER CO INC CL A | $83,693 | $75,376 |
| 285 STRYKER CORP | $58,468 | $61,204 |
| 290 PROCTER & GAMBLE (PG) | $40,648 | $40,077 |
| 292 AMGEN | $67,189 | $72,261 |
| 295 MICROSOFT CORP (MSFT) | $79,099 | $82,233 |
| 300 AMAZON COM INC (AMZN) | $34,318 | $38,484 |
| 300 TARGET CORPORATION (TGT) | $60,918 | $49,014 |
| 315 CHEVRON CORP (CVX) | $42,623 | $51,581 |
| 320 MASTERCARD INC CL A | $115,845 | $113,213 |
| 330 ABBVIE INC COM (ABBV) | $46,386 | $47,313 |
| 335 QUALCOMM INC (QCOM) | $45,064 | $48,336 |
| 340 WALT DISNEY CO HLDG CO (DIS) | $53,399 | $36,074 |
| 3428 ISHARES CORE MSCI EMERGING (IEMG) | $197,763 | $168,178 |
| 373 META PLATFORMS INC CL A | $70,481 | $59,344 |
| 387 HONEYWELL INTL INC | $51,038 | $74,482 |
| 413 AMERICAN EXPRESS CO | $38,958 | $63,610 |
| 4501 ISHARES CORE MSCI EAFE ETF (IEFA) | $298,515 | $279,287 |
| 460 NEXTERA ENERGY INC (NEE) | $28,154 | $38,558 |
| 483 QUALCOMM INC | $66,605 | $70,064 |
| 495 PROCTER & GAMBLE | $58,309 | $68,760 |
| 496 IQVIA HOLDINGS INC | $58,642 | $119,174 |
| 520 ALPHABET INC CL A (GOOGL) | $39,363 | $59,551 |
| 525 MERCK & CO INC NEW COM (MRK) | $29,088 | $46,844 |
| 543 SALESFORCE INC | $118,699 | $99,923 |
| 544 JPMORGAN CHASE & CO | $61,205 | $62,756 |
| 592 NIKE INC B | $76,555 | $68,033 |
| 600 DUPONT DE NEMOURS INC (DD) | $40,718 | $36,438 |
| 625 ABBOTT LABORATORIES | $43,534 | $68,016 |
| 625 EMERSON ELECTRIC CO (EMR) | $36,582 | $56,121 |
| 645 RAYTHEON TECHNOLOGIES CORP (RTX) | $54,713 | $60,094 |
| 652 CITIGROUP INC NEW ( C ) | $45,229 | $33,839 |
| 70 PALO ALTO NETWORKS INC (PANW) | $23,516 | $34,937 |
| 707 VISA INC CL A | $143,238 | $149,961 |
| 755 APPLE INC (AAPL) | $75,171 | $120,561 |
| 755 MICROSOFT CORP | $143,468 | $211,959 |
| 80 COSTCO WHOLESALE CORP NEW (COST) | $43,561 | $43,304 |
| 800 TJX COS INC NEW (TJX) | $41,296 | $48,644 |
| 807 T-MOBILE US INC | $110,044 | $115,449 |
| 85 ADOBE INC (ADBE) | $48,422 | $34,860 |
| 876 EXXON MOBIL CORP | $55,033 | $84,911 |
| 90 TESLA INC | $80,488 | $80,230 |
| 950 CISCO SYS INC (CSCO) | $46,862 | $42,703 |
| 961 MONSTER BEVERAGE CORP NEW COM | $91,074 | $95,735 |
| 975 SCHLUMBERGER LTD (SLB) | $41,091 | $35,720 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,500,895 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,419,735 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1086 REALTY INCOME CORP | FMV | $74,985 | $80,353 |
| 221 SBA COMMUNICATNS CORP NEW CL A | FMV | $71,830 | $74,210 |
| 22824.571 BLACKROCK EVENT DRIVEN EQ INST (BILPX) | FMV | $225,989 | $223,909 |
| 25581.738 LOCORR MACRO STRATEGIES I (LFMIX) | FMV | $225,092 | $236,886 |
| 2657 REAL ESTATE SELECT SECT SPDR (XLRE) | FMV | $109,362 | $117,811 |
| 28949.038 BLACKROCK STRATEGIC INC OPP I (BSIIX | FMV | $296,489 | $277,911 |
| 3128.499 GATEWAY FUND Y (GTEYX) | FMV | $113,741 | $115,661 |
| 3215 ISHARES GOLD TRUST (IAU) | FMV | $113,903 | $107,542 |
| 4225 GLOBAL X MLP & ENERGY INFRAS | FMV | $123,762 | $177,704 |
| 6123 BLACKROCK BATS: SERIES C PTF (BRACX) | FMV | $67,165 | $57,189 |
| 66039 BLACKROCK BATS: SERIES M PTF (BRAMX | FMV | $635,633 | $590,388 |
| 700 REALTY INCOME CORP | FMV | $47,366 | $50,294 |
| 9723 BLACKROCK BATS: SERIES A PTF (BATAX) | FMV | $97,119 | $91,299 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $55,923 | LegalFeesAmt |
| Net Investment Income | $11,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $44,738 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON SECURITIES | $1,853,267 |
| FEDERAL INCOME TAX | $30,258 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $920 | $920 | $0 | $0 |
| INTERNET AND DATA STORAGE | $2,107 | $421 | $0 | $1,686 |
| PAYROLL SERVICES FEES | $173 | $173 | $0 | $0 |
| INSURANCE | $1,510 | $1,404 | $0 | $106 |
| TELEPHONE | $74 | $0 | $0 | $74 |
| BANK FEES | $125 | $0 | $0 | $125 |
| DUES AND SUBSCRIPTIONS | $2,008 | $2,008 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALES | Desc |
| Amt | $1,596 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MORGAN STANLEY | $68,854 | $68,854 | $0 | $0 |
| CONSULTING FEES | $5,367 | $1,073 | $0 | $4,294 |
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