M HOLT MASSEY CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- M HOLT MASSEY CHARITABLE TRUST (EIN 04-6820993)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-09-08
- IRS object ID
- 202332519349101303
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-08T14:20:38-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464043138 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENNESSEY TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 140 | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046820993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M HOLT MASSEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MHOL | BusinessNameControlTxt |
| Phone | 6176240800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02048 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E GREER CANDLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6176240800 | PhoneNum |
| Signature | 2023-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E | PersonFirstNm |
| Person Last | GREER CANDLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID HENNESSEY | PreparerPersonNm |
| PTIN | P01085605 | PTIN |
| Phone | 5083379266 | PhoneNum |
| Preparation | 2023-08-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,622,897 | 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 | $32,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $641,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,139 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $127,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,920 | 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 |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,491 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,491 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,640 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,640 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,984 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,233 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,239,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,145,938 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,521,664 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,308,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,247,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,622,897 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,308,482 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,247,171 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,308,482 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,247,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,308,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,247,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,308,482 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50 | OtherIncreasesAmt |
| Subtotal | $1,247,171 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,247,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC BANK/SAN FRAN | P | 2023-03-13 | $10,484 | $27,223 | -$16,739 | -$16,739 |
| DANAHER CORP | P | 2023-04-24 | $50,820 | $6,216 | $44,604 | $44,604 |
| NESTLE SA SPON ADR REPSTG REG | P | 2023-04-24 | $19,351 | $4,950 | $14,401 | $14,401 |
| THERMO FISHER SCIENTIFIC INC. | P | 2023-04-24 | $14,333 | $3,037 | $11,296 | $11,296 |
| STRYKER CORP | P | 2023-04-24 | $15,070 | $458 | $14,612 | $14,612 |
| AUTOMATIC DATA PROCESSING INC | P | 2022-12-12 | $26,263 | $1,815 | $24,448 | $24,448 |
| ANSYS INC | P | 2022-12-12 | $43,806 | $65,925 | -$22,119 | -$22,119 |
| VANGUARD SHORT-TERM BOND ETF | P | 2022-12-12 | $311,292 | $330,645 | -$19,353 | -$19,353 |
| INTUIT | P | 2022-12-12 | $30,570 | $4,492 | $26,078 | $26,078 |
| INTUIT | P | 2022-12-15 | $39,523 | $5,990 | $33,533 | $33,533 |
| SALESFORCE INC. | P | 2022-12-15 | $39,049 | $48,216 | -$9,167 | -$9,167 |
| TYLER TECHNOLOGIES INC | P | 2022-12-19 | $39,892 | $46,925 | -$7,033 | -$7,033 |
| CAPITAL GAINS DIVIDENDS | P | $578 | $578 | $578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,139 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,417 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,417 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,640 | 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 | $2,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,223 | OverpaymentAmt |
| Applied To ES Tax | $1,223 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREER CANDLER | IndividualWithBooksNm |
| Phone | 6176240800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOSTON FAMILY OFFICE 88 BROAD | AddressLine1Txt |
| Address Line2 | STREET | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| M HOLT MASSEY | |||||||||
| 85 MERRIMAC STREET | BOSTON | MA | 02114 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| GREER CANDLER | |||||||||
| BOSTON FAMILY OFFICE 88 BROAD | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 | STREET |
| 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 | $2,352,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $311,963 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,744,351 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,744,351 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,703,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,417 | TotalTaxAmt |
| Distributable Before Adj | $133,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $133,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $133,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $163,275 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $160,001 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $160,001 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,274 | 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 | $130,468 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | M HOLT MASSEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 152 COMMONWEALTH FOUNDATION | ||||||
| 152 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| AMERICAN ENTERPRISE INSTITUTE | ||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $9,000 |
| AQUIDNECK LAND TRUST | ||||||
| 790 AQUIDNECK AVE | MIDDLETOWN | RI | 02842 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| GRACE CHURCH | ||||||
| 14 STORRS AVE 2 | BRAINTREE | MA | 02184 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| BEACON HILL CIVIC ASSOCIATION | ||||||
| 74 JOY ST | BOSTON | MA | 02114 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| BOSTON ATHENAEUM | ||||||
| 10-1/2 BEACON ST | BOSTON | MA | 02108 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| CHARLEMAGNE INSTITUTE | ||||||
| 8011 34TH AVE S SUITE C-11 | BLOOMINGTON | MN | 55425 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| DR MARTIN LUTHER KING JR COMMUNITY CENTER | ||||||
| 20 DR MARCUS WHEATLAND BLVD | NEWPORT | RI | 02840 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $2,000 |
| FISCAL ALLIANCE FOUNDATION | ||||||
| 18 TREMONT ST SUITE 527 | BOSTON | MA | 02108 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | ||||||
| 510 WALNUT ST | PHILADELPHIA | PA | 19106 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| FRENCH HERITAGE SOCIETY | ||||||
| 14 E 60TH ST 605 | NEW YORK | NY | 10022 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $250 |
| HARVARD ART MUSEUMS - FELLOWS ANNUAL FUND | ||||||
| 32 QUINCY ST | CAMBRIDGE | MA | 02138 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| HISTORIC NEW ENGLAND | ||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $40,000 |
| INSTITUTE FOR THE STUDY OF WAR | ||||||
| 120 BROADWAY | WASHINGTON | DC | 20036 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| INSTITUTE OF CLASSICAL ARCHITECTURE & ART | ||||||
| 20 W 44TH ST 310 | NEW YORK | NY | 10036 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $250 |
| ISABELLA STEWART GARDNER MUSEUM - FRIENDS OF FENWAY COURT PATRON | ||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| METROPOLITAN OPERA | ||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,500 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $6,000 |
| NATIONAL TRUST FOR SCOTLAND - GALA & WILDCATS | ||||||
| 45 SCHOOL STREET 3RD FLOOR | BOSTON | MA | 02108 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $7,000 |
| NATIONAL TRUST FOR SCOTLAND - PATRON'S CLUB | ||||||
| 45 SCHOOL STREET 3RD FLOOR | BOSTON | MA | 02108 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $10,000 |
| NATIONAL TRUST FOR SCOTLAND USA | ||||||
| 45 SCHOOL STREET 3RD FLOOR | BOSTON | MA | 02108 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $4,000 |
| NAVAL WAR COLLEGE FOUNDATION | ||||||
| LUCE HALL 686 CUSHING RD | NEWPORT | RI | 02841 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| NEW YORK YACHT CLUB FOUNDATION | ||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| NEWPORT MENTAL HEALTH | ||||||
| 127 JOHNNY CAKE HILL ROAD | MIDDLETOWN | RI | 02842 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| NEWPORT CONTEMPORARY BALLET | ||||||
| 3 CHARLES ST 3 | NEWPORT | RI | 02840 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $250 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $500 |
| PEABODY ESSEX MUSEUM | ||||||
| 161 ESSEX ST | SALEM | MA | 01970 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| POTTER LEAGUE FOR ANIMALS | ||||||
| 87 OLIPHANT LN | MIDDLETOWN | RI | 02842 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| PRAGER UNIVERSITY FOUNDATION | ||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | ||||||
| 424 BELLEVUE AVE | NEWPORT | RI | 02840 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| PIONEER INSTITUTE | ||||||
| 185 DEVONSHIRE ST | BOSTON | MA | 02110 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| RALPH LOWELL SOCIETY - WGBH | ||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $900 |
| REDWOOD LIBRARY AND ATHENAEUM | ||||||
| 50 BELLEVUE AVE | NEWPORT | RI | 02840 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $22,200 |
| PRIORY IN THE USA | ||||||
| 1850 M STREET NW SUITE 1070 | WASHINGTON | DC | 20036 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $2,300 |
| SIR JOHN SOANE'S MUSEUM FOUNDATION | ||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| ST CHRISTOPHER'S SCHOOL | ||||||
| 711 ST CHRISTOPHERS ROAD | RICHMOND | VA | 23226 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $250 |
| ST COLUMBA'S - THE BERKELEY MEMORIAL CHAPEL ANNUAL & ANGEL FUNDS | ||||||
| 55 VAUCLUSE AVE | MIDDLETOWN | RI | 02842 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $3,500 |
| THE MOUNT | ||||||
| 2 PLUNKETT ST | LENOX | MA | 01240 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $1,000 |
| PROVIDENCE PRESERVATION SOCIETY | ||||||
| 24 MEETING ST | PROVIDENCE | RI | 02903 | PC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,400 | 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 | $32,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,139 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,920 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $835,664 | $2,211,544 |
| FIXED INCOME FUNDS | $310,274 | $310,120 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $50 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOSTON FAMILY OFFICE | CategoryTxt |
| Amt | $21,491 | Amt |
| Net Investment Income | $21,491 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATE TAX 2022 | CategoryTxt |
| Amt | $2,640 | Amt |
| Net Investment Income | $2,640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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