SALLY F & JAMES SCOTT HILL: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SALLY F & JAMES SCOTT HILL (EIN 22-3487949)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-21
- IRS object ID
- 202311729349100601
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2023-06-21T07:24:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 223487949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY FOSS & JAMES SCOTT HILL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BROWN BROTHERS HARRIMAN & CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALL | BusinessNameControlTxt |
| Phone | 6094523100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 POST OFFICE SQUARE 18TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6094523100 | PhoneNum |
| Signature | 2023-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | HILL | 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 | JAMES R DOWNING | PreparerPersonNm |
| PTIN | P01229332 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2023-06-05 | 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 | 2022 | 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 | $8,156,313 | 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 | $129,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $373,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,527,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $373,620 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $444 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $444 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $503,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $503,976 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,434 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,434 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,046 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,046 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,762 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,434 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $448,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $448,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $530,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $466,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $452,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,427 | CashBOYAmt |
| Cash EOY | $22,695 | CashEOYAmt |
| Cash EOYFMV | $22,695 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $287,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,235 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,235 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,294,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,255,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,747,212 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,144,006 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,384,517 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,297,171 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,736,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,751,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,156,313 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,983,921 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,983,921 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $752,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $767,745 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,736,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,751,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,736,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,751,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,736,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,454 | OtherIncreasesAmt |
| Subtotal | $6,751,666 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,751,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN | P | $249,235 | $279,128 | -$29,893 | -$29,893 |
| BROWN BROTHERS HARRIMAN | P | $1,119,207 | $874,721 | $244,486 | $244,486 |
| CAPITAL GAINS DIVIDENDS | P | $159,027 | $159,027 | $159,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $373,620 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,286 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,286 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,228 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,942 | OverpaymentAmt |
| Applied To ES Tax | $6,942 | 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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | BROWN BROTHERS HARRIMAN CO | IndividualWithBooksNm |
| Phone | 6177721818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 POST OFFICE SQUARE 18TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ANN MCCLELLAN | ||||||||
| 4740 CONNECTICUT AVE NW APT 417 | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD HILL | ||||||||
| 178 ATLANTIC AVE | MARBLEHEAD | MA | 01945 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHESSYE HILL MOSELEY | ||||||||
| 173 LARCH ROW | WENHAM | MA | 01984 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CYNTHIA HILL DOPP | ||||||||
| 5914 WOODACRES DRIVE | BETHESDA | MD | 20816 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL O HILL | ||||||||
| 348 S BEAR SWAMP ROAD | MIDDLESEX | VT | 05602 | TRUSTEE | 1.00 | $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 | $8,845,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,006,727 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,006,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,871,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $443,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $443,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,286 | TotalTaxAmt |
| Distributable Before Adj | $437,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $437,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $437,295 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $466,434 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $466,434 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $437,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $32,734 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,753 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,184 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $466,434 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $437,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,139 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,810 | 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 | $80,810 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,734 | ExcessFromYear4Amt |
| Excess From Year2 | $12,753 | ExcessFromYear2Amt |
| Excess From Year1 | $6,184 | ExcessFromYear1Amt |
| Excess From Current Year | $29,139 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEVERLY HOSPITAL | |||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | NONE | 509(A)(1) | GENERAL | $50,000 |
| BIG BROTHERS BIG SISTERS OF EASTERN MASSACHUSETTS | |||||||
| 184 HIGH ST 3RD FLOOR | BOSTON | MA | 02110 | NONE | 509(A)(1) | GENERAL | $2,500 |
| BONHENGE WHALE CENTER | |||||||
| 723 COMET DRIVE | BEAUFORT | NC | 28516 | NONE | 509(A)(1) | GENERAL | $5,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | 509(A)(1) | EDUCATION | $38,000 |
| DUBLIN SCHOOL INC | |||||||
| 18 LEHMANN WAY | DUBLIN | NH | 03444 | NONE | 509(A)(1) | EDUCATION | $25,000 |
| ENVIRONMENTAL DEFENSE FUND INC | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | 509(A)(1) | GENERAL | $3,750 |
| HOLY CROSS MONASTERY | |||||||
| PO BOX 99 1615 ROUTE 9W | WEST PARK | NY | 12493 | NONE | 509(A)(1) | GENERAL | $8,000 |
| JOHNS HOPKINS SCHOOL OF HEALTH | |||||||
| 615 N WOLFE ST E2132 | BALTIMORE | MD | 21205 | NONE | 509(A)(1) | EDUCATION | $4,000 |
| KIPP MASSACHUSETTS INC | |||||||
| 90 HIGH ROCK ST | LYNN | MA | 01902 | NONE | 509(A)(1) | EDUCATION | $37,000 |
| MAKE A WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | NONE | 509(A)(1) | GENERAL | $1,250 |
| MORVEN MUSEUM AND GARDEN | |||||||
| 55 STOCKTON ST | PRINCETON | NJ | 08540 | NONE | 509(A)(1) | GENERAL | $5,000 |
| NORTH SHORE MEDICAL CENTER - SALEM HOSPITAL | |||||||
| 81 HIGHLAND AVE | SALEM | MA | 01970 | NONE | 509(A)(1) | GENERAL | $27,000 |
| PLANNED PARENTHOOD | |||||||
| PO 97166 | WASHINGTON | DC | 200907166 | NONE | 509(A)(1) | GENERAL | $1,250 |
| RAW ARTS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | 509(A)(1) | EDUCATION | $5,000 |
| ROBERT PACKARD CENTER FOR ALS RESEARCH AT JOHNS HOPKINS | |||||||
| 855 N WOLFE ST 2ND FLOOR | BALTIMORE | MD | 21205 | NONE | 509(A)(1) | GENERAL | $5,000 |
| SCHWAB CHARITABLE - GIL KUJOVICH MEMORIAL FUND FOR DIVERSITY AND EQUALITY | |||||||
| 1958 SUMMIT PARK DR SUITE 200 | ORLANDO | FL | 32810 | NONE | 509(A)(1) | GENERAL | $20,000 |
| SEABURY RESOURCES FOR AGING | |||||||
| 555 WATER STREET SW | WASHINGTON | DC | 20024 | NONE | 509(A)(1) | GENERAL | $10,000 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | 509(A)(1) | GENERAL | $1,250 |
| TRINITY COUNSELING SERVICE | |||||||
| 353 NASSAU ST | PRINCETON | NJ | 08540 | NONE | 509(A)(1) | BEREAVEMENT COUNSELING | $70,000 |
| UNIVERSITY OF SANTA CRUZ MAYA K PETERSON MEMORIAL FUND | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | 509(A)(1) | GENERAL | $3,750 |
| WHOLE CHILDREN | |||||||
| 41 RUSSELL ST | HADLEY | MA | 01035 | NONE | 509(A)(1) | GENERAL | $2,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | 509(A)(1) | GENERAL | $25,000 |
| WOMEN'S FUND OF ESSEX COUNTY | |||||||
| 175 ANDOVER ST SUITE 101 | DANVERS | MA | 01923 | NONE | 509(A)(1) | GENERAL | $5,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | 509(A)(1) | EDUCATION | $1,250 |
| INDIGENOUS WOMEN RISING | |||||||
| PO BOX 7475 | ALBUQUERQUE | NM | 87194 | NONE | 509(A)(1) | GENERAL | $2,500 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | 509(A)(1) | GENERAL | $1,250 |
| SHOES THAT FIT | |||||||
| 1420N CLAREMONT BLVD SUITE 204A | CLAREMONT | CA | 91711 | NONE | 509(A)(1) | GENERAL | $1,250 |
| WASHINGTON NATIONAL CATHEDRAL | |||||||
| PO BOX 98283 | WASHINGTON | DC | 200908283 | NONE | 509(A)(1) | GENERAL | $5,000 |
| TRUSTEES OF RESERVATIONS-MASSACHUSETTS | |||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | NONE | 509(A)(1) | GENERAL | $5,000 |
| WESLEY THEOLOGICAL SEMINARY | |||||||
| 4500 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | 509(A)(1) | GENERAL | $5,000 |
| BROOKWOOD SCHOOL | |||||||
| 1 BROOKWOOD RD | MANCHESTER | MA | 01944 | NONE | 509(A)(1) | EDUCATION | $34,500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 509(A)(1) | GENERAL | $30,000 |
| GREEN MOUNTAIN CLUB INC | |||||||
| 4711 WATERBURY-STOWE RD | WATERBURY CENTER | VT | 05677 | NONE | 509(A)(1) | GENERAL | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $448,000 | 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 | $129,912 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $444 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $373,620 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $503,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $503,976 | 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 | PKF O'CONNOR DAVIES ADVISORY LLC | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $6,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY DOES NOT REQUIRE COPIES OF THE 990-PF TO BE FILED WITH THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US LARGE CAPITAL EQUITY | StockNm |
| EOY Book Value | $2,255,219 | EOYBookValueAmt |
| EOYFMV | $3,747,212 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL EQUITY AND STRATEGIC EQUITY FUNDS | AT COST | $2,285,729 | $2,341,514 |
| FIXED INCOME BOND FUNDS | AT COST | $2,098,788 | $1,955,657 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SAUL EWING LLP | CategoryTxt |
| Legal Fees | $18,434 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,434 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $444 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $444 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $444 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $41,454 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWN BROTHERS HARRIMAN | CategoryTxt |
| Amt | $42,046 | Amt |
| Net Investment Income | $42,046 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,762 | $2,762 | $0 |
| FEDERAL ESTIMATE TAX PAYMENT | $12,181 | $0 | $0 |
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