THE SCULLY FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE SCULLY FAMILY FOUNDATION INC (EIN 04-3556853)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-21
- IRS object ID
- 202321729349100802
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-21T08:33:54-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043068663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | 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 | 043556853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCULLY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCUL | BusinessNameControlTxt |
| Phone | 6174841878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSMARIE H SCULLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174841878 | PhoneNum |
| Signature | 2023-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSMARIE | PersonFirstNm |
| Person Last | SCULLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy F Hagan CPA | PreparerPersonNm |
| PTIN | P00365920 | PTIN |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2023-06-21 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $816,813 | 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 | $21,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,792 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,792 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,053,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,167 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $267 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $48,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,959 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,792 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,586 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,586 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,535 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $377 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,748 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $661,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $661,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $685,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $663,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$637,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,371 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,792 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,232 | CashBOYAmt |
| Cash EOY | $24,573 | CashEOYAmt |
| Cash EOYFMV | $24,573 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $383,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,792 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $657,837 | CorporateStockBOYAmt |
| Corporate Stock EOY | $521,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $452,255 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $156,681 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $155,649 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $135,278 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $276,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $230,606 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $201,915 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,572,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $934,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $816,813 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,572,056 | RetainedEarningBOYAmt |
| Retained Earning EOY | $934,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,572,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $934,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,572,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $934,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,572,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$637,396 | ExcessRevenueOverExpensesAmt |
| Subtotal | $934,660 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $934,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EASTERN BANK LONG-TERM CAPITAL GAINS | P | 2020-01-01 | 2022-12-31 | $561,726 | $0 | $472,944 | $88,782 | $0 | $0 | $0 | $88,782 |
| EASTERN BANK SHORT-TERM CAPITAL GAINS | P | 2022-01-01 | 2022-12-31 | $491,129 | $0 | $554,062 | -$62,933 | $0 | $0 | $0 | -$62,933 |
| EASTERN BANK LONG-TERM CAPITAL GAIN DISTRIBUTION | P | 2020-01-01 | 2022-12-31 | $318 | $0 | $0 | $318 | $0 | $0 | $0 | $318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,167 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$62,933 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $450 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $450 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,800 | OriginalReturnOverpaymentAmt |
| Overpayment | $4,350 | OverpaymentAmt |
| Applied To ES Tax | $4,350 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROSMARIE H SCULLY | IndividualWithBooksNm |
| Phone | 6174845432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROSMARIE H SCULLY | ||||||||
| 221 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021384852 | PRES/TREASURER | 2.00 | $0 | $0 | $0 |
| JOIA KIRBY | ||||||||
| 7 LINCOLN CIRCLE | BELMONT | MA | 02478 | CLERK | 1.00 | $0 | $0 | $0 |
| ANDREA KEOGH | ||||||||
| PO BOX 477 | JAMESTOWN | RI | 02835 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATRINA OHL | ||||||||
| 4 MEADOWBROOK ROAD | LINCOLN | MA | 01773 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTING ORGANIZATIONS AND CAUSES IN THE GREATER BOSTON AND NEW HAMPSHIRE AREA. | Description1Txt |
| Expenses1 | $661,125 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,347,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,540,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,540,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,517,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,860 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,860 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $450 | TotalTaxAmt |
| Distributable Before Adj | $75,410 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,410 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $663,873 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $663,873 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,410 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,576 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $350,251 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,884 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $126,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $517,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $663,873 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $588,463 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,105,840 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,105,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,576 | ExcessFromYear4Amt |
| Excess From Year3 | $350,251 | ExcessFromYear3Amt |
| Excess From Year2 | $20,884 | ExcessFromYear2Amt |
| Excess From Year1 | $126,666 | ExcessFromYear1Amt |
| Excess From Current Year | $588,463 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSMARIE H SCULLY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSMARIE H SCULLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET UNIT 701 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174845432 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTH COUNTRY CHAMBER PLAYERS | ||||||
| PO BOX 865 | FRANCONIA | NH | 03580 | PUBLICCHARITY | SUPPORT FORGUEST ARTISTS | $3,500 |
| HARVARD CATHOLIC CENTERS | ||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| GLOBAL TEAMS INTERNATIONAL | ||||||
| 800 TUSKAMILLA ROAD | WINTER SPRINGS | FL | 32708 | PUBLICCHARITY | MINISTRY FUNDS | $1,000 |
| JESUITS USA MIDWEST PROVINCE | ||||||
| 1010 N HOOKER STREET | CHICAGO | IL | 60642 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| THE HANDEL & HAYDN SOCIETY | ||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | PUBLICCHARITY | 2021-22 ANNUAL FUNDENDOWMENT | $600,000 |
| MOTHER CAROLINE ACADEMY AND EDUCATION CENTER | ||||||
| 515 BLUE HILL AVENUE | DORCHESTER | MA | 02121 | PUBLICCHARITY | EDUCATION SUPPLIESDRAMA CLASSESVISUAL ARTS | $11,500 |
| THE EMERALD NECKLACE CONSERVANCY | ||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | PUBLIC CHARITY | JUSTINE MEE LIFF FUNDCARE AND MANAGEMENTOF OVER 8,000 TREES | $7,150 |
| BOCA GRANDE PRESCHOOL | ||||||
| PO BOX 1386 | BOCA GRANDE | FL | 33921 | PUBLIC CHARITY | PANDEMICAPPEAL | $900 |
| COPPER CANNON CAMPS | ||||||
| PO BOX 124 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | ART IN TUNE PROGRAM | $15,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| SYMPHONY HALL | BOSTON | MA | 02115 | PUBLICCHARITY | SYMPHONY ANNUAL FUND | $1,000 |
| US OLYMPIC FOUNDATION | ||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PUBLICCHARITY | USA OLYMPICTEAMSUPPORT | $500 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| CONNECTICUT RIVER CONSERVANCY | ||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | PUBLICCHARITY | CONNECTICUT RIVERWATERSHED FIELDWORK ON WATER QUALITY | $500 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PUBLICCHARITY | MEDICALRESEARCH | $1,000 |
| THE BANCROFT HOUSE | ||||||
| PO BOX 344 | FRANCONIA | NH | 03580 | PUBLICCHARITY | FAMILY SHELTERSUPPORT | $200 |
| NEW ENGLAND CONSERVATORY | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | THE NEC FUND | $500 |
| WBUR | ||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | PUBLIC BROADCASTING | $350 |
| THE ARCHDIOCESE OF BOSTON | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PUBLICCHARITY | 2022CATHOLICAPPEAL | $1,000 |
| NORTH COUNTRY MUSIC FESTIVAL | ||||||
| 2800 RUBERT ROAD | ANDERSON | CA | 96007 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| CATHOLIC CHARITIES BOSTON | ||||||
| 275 WEST BROADWAY | BOSTON | MA | 02127 | PUBLICCHARITY | GENERAL SUPPORT | $0 |
| WGBH | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PUBLICCHARITY | PUBLICBROADCASTING | $425 |
| CARROLL SCHOOL | ||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | PUBLICCHARITY | EDUCATION | $1,000 |
| LAWRENCE ACADEMY | ||||||
| PO BOX 992 | GROTON | MA | 01450 | PUBLICCHARITY | 2021-2022 LA FUND | $5,000 |
| SARASA INC | ||||||
| 14 HIGH STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | CLASSICALMUSICPROGRAMMING | $250 |
| MERCY HOME FOR BOYS AND GIRLS | ||||||
| 1140 W JACKSON BOULEVARD | CHICAGO | IL | 60607 | PUBLIC CHARITY | RESIDENTIALPROGRAMS FORCHILDREN | $200 |
| ST PAUL PARISH | ||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERALSUPPORT | $2,250 |
| CHILTON CLUB FOUNDATION | ||||||
| 152 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | PUBLICCHARITY | HISTORIC PRESERVATION | $250 |
| THE EISENHOWER FOUNDATION | ||||||
| 200 SE FOURTH STREET | ABILENE | KS | 67410 | PUBLICCHARITY | LIBRARY | $100 |
| PATHWAY PREGNANCY CARE CENTER | ||||||
| 70 REDINGTON ST STE 100 | LITTLETON | NH | 03561 | PUBLICCHARITY | SUPPORT AND EDUCATION | $250 |
| CLEAR PATH FOR VETERANS | ||||||
| 84 ANTIETAM STREET | DEVENS | MA | 01434 | PUBLICCHARITY | GENERAL SUPPORT | $50 |
| SPECIAL OLYMPICS | ||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| ST MATTHEW'S CHAPEL | ||||||
| 45 TALBOT AVENUE | NORTH BILLERICA | MA | 01862 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| COMMUNITIES WITHOUT BORDERS | ||||||
| PO BOX 111 | NEWTON | MA | 02468 | PUBLICCHARITY | EDUCATION | $1,000 |
| ST PETER'S CHURCH | ||||||
| A-1010 WIEN | PETERSPLATZ | MA | 20111 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| LEADERSHIP INSTITUTE | ||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| SIMMONS UNIVERSITY | ||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | PUBLICCHARITY | EDUCATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $661,125 | 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 | $21,792 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,167 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,959 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BJHC, PC ACCOUNTING AND TAX | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| SHORT-TERM COVERED TRANSACTIONS | 2022-01 | Purchased | 2022-12 | $491,129 | $554,062 | Cost | -$62,933 |
| LONG-TERM COVERED TRANSACTIONS | 2021-01 | Purchased | 2022-12 | $285,346 | $332,231 | Cost | -$46,885 |
| LONG-TERM NON-COVERED TRANSACTIONS | 2021-01 | Purchased | 2022-12 | $276,380 | $140,713 | $135,667 | |
| LONG-TERM CAPITAL GAIN DISTRIBUTIONS | 2021-01 | Purchased | 2022-12 | $318 | $0 | Cost | $318 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25000 COMCAST CORP NEW CL A 3.4% 04/01/30 | $26,015 | $22,842 |
| 25000 JOHN DEERE CAPITAL CORP 2.65% 06/24/24 | $25,818 | $24,239 |
| 25000 KEYCORP 2.55% 10/01/29 | $26,232 | $21,086 |
| 25000 ORACLE CORPORATION 2.65% 07/15/26 | $26,278 | $23,006 |
| 25000 STARBUCKS CORP 2% 03/12/27 | $25,714 | $22,368 |
| 25000 VERIZON COMMUNICATIONS INC 2.1% 03/22/28 | $25,592 | $21,737 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 235 AT&T INC | $4,404 | $4,326 |
| 188 ALPHABET INC | $20,385 | $16,587 |
| 68 FACEBOOK META PLATFORMS INC | $20,965 | $8,183 |
| 141 AMAZON.COM INC | $23,018 | $11,844 |
| 33 BURLINGTON STORES INC | $7,446 | $6,691 |
| 55 DARDEN RESTAURANTS INC | $7,729 | $7,608 |
| 22 HOME DEPOT INC | $7,970 | $6,949 |
| 53 MARRIOTT INTERNATIONAL INC | $7,811 | $7,891 |
| 18 TESLA INC | $6,090 | $2,217 |
| 14 ULTA BEAUTY INC | $5,299 | $6,567 |
| 45 PEPSICO INC | $7,882 | $8,130 |
| 82 SYSCO CORP | $6,458 | $6,269 |
| 93 WALMART INC | $12,715 | $13,186 |
| 144 CONOCOPHILLIPS | $12,381 | $16,992 |
| 12 BLACKROCK INC | $10,002 | $8,504 |
| 123 HARTFORD FINANCIAL SERVICES | $8,798 | $9,327 |
| 110 JP MORGAN CHASE & CO | $17,345 | $14,751 |
| 61 PNC BANK CORP | $12,849 | $9,634 |
| 206 U.S. BANCORP NEW | $8,827 | $8,984 |
| 60 ABBOTT LABORATORIES INC | $7,302 | $6,587 |
| 41 ABBVIE INC | $6,633 | $6,626 |
| 22 INSULET CORPORATION | $5,332 | $6,477 |
| 35 IQVIA HOLDINGS INC | $8,492 | $7,171 |
| 43 JOHNSON & JOHNSON | $7,202 | $7,596 |
| 80 MERCK & CO INC NEW | $6,632 | $8,876 |
| 18 THERMO FISHER SCIENTIFIC INC | $9,625 | $9,912 |
| 27 UNITEDHEALTH GROUP INC | $12,555 | $14,315 |
| 152 ROYAL PHARMA | $6,479 | $6,007 |
| 14 DEERE & CO | $5,839 | $6,003 |
| 26 HONEYWELL INTERNATIONAL INC | $5,533 | $5,572 |
| 17 NORTHROP GRUMMAN | $6,918 | $9,275 |
| 60 OSHKOSH CORP | $7,259 | $5,291 |
| 96 RAYTHEON TECHNOLOGIES CORP | $8,734 | $9,688 |
| 59 EATON CORP PLC | $9,758 | $9,260 |
| 14 ADOBE INC | $7,440 | $4,711 |
| 78 ADVANCED MICRO DEVICES INC | $10,112 | $5,052 |
| 40 ANALOG DEVICES | $6,631 | $6,561 |
| 162 APPLE INC | $25,974 | $21,050 |
| 64 APPLIED MATERIALS | $9,129 | $6,233 |
| 25 BROADCOM INC | $14,329 | $13,979 |
| 53 GLOBAL PAYMENTS INC | $7,800 | $5,264 |
| 70 MARVELL TECHNOLOGY INC | $5,445 | $2,593 |
| 125 MICROSOFT | $39,913 | $29,978 |
| 33 MOTOROLA SOLUTIONS INC | $8,156 | $8,504 |
| 10 SERVICENOW | $5,370 | $3,883 |
| 51 VISA INC | $11,313 | $10,596 |
| 25 AIR PRODUCTS & CHEMICALS | $7,236 | $7,706 |
| 73 EASTMAN CHEMICAL CO | $9,346 | $5,945 |
| 49 CAMDEN PROPERTY TRUST | $7,265 | $5,482 |
| 41 CROWN CASTLE INTERNATIONAL CORP | $7,570 | $5,561 |
| 78 AMEREN CORP | $6,854 | $6,936 |
| 94 AMERICAN ELECTRIC POWER CO | $8,490 | $8,925 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 130.714 CONESTOGA SMALL CAP FUND | $10,256 | $7,865 |
| 304 ISHARES MSCI EMERGING MKT INDEX | $15,357 | $11,522 |
| 175 ISHARES RUSSELL MIDCAP GROWTH | $13,340 | $11,804 |
| 144 ISHARES RUSSELL 1000 VALUE INDEX FUND | $22,752 | $21,837 |
| 453 ISHARES CORE DIVIDEND GROWTH | $22,930 | $22,650 |
| 1176 SPDR MSCI ACWI EX-US ETF | $34,616 | $28,295 |
| 103 SPDR HEALTH CARE SELECT SPDR ETF | $13,411 | $13,993 |
| 42 SPDR TECHNOLOGY IDX | $6,872 | $5,226 |
| 196 VANGUARD TOTAL INTERNATIONAL INDEX FUND | $10,879 | $10,137 |
| 543 VANGUARD TAX MANAGED INTL FUND | $27,543 | $22,789 |
| 1127.636 COLUMBIA CORPORATE INCOME FUND | $12,635 | $9,844 |
| 69 ISHARES I BOXX INV GR CORPORATE BOND FUND | $7,843 | $7,275 |
| 676.58 PRINCIPAL PREFERRED SECURITIES FUND | $7,158 | $5,920 |
| 715 SPDR PORTFOLIO INT TERM CORP BOND ETF | $25,014 | $22,758 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $30 | $0 | $27 |
| FILING FEES | $50 | $0 | $50 |
| TELEPHONE/INTERNET | $1,796 | $0 | $1,796 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $267 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EASTERN BANK INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $12,586 | Amt |
| Net Investment Income | $12,586 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $377 | $377 | $0 |
| FEDERAL EXCISE TAX | $6,158 | $0 | $0 |
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