CECILE HIGGINSON MURPHY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CECILE HIGGINSON MURPHY CHARITABLE FOUNDATION (EIN 04-3447397)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-10-03
IRS object ID
202342769349100729
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-03T14:19:23-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010494526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Newman & NoyesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 507AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043447397EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cecile Higginson MurphyBusinessNameLine1Txt
Business Name Line2Charitable FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCECIBusinessNameControlTxt
Phone6172484760PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Choate LLP PO Box 961019AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02196ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKristin T AbatiPersonNm
Person TitleTrusteePersonTitleTxt
Phone6172484760PhoneNum
Signature2023-09-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKristinPersonFirstNm
Person LastAbatiPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicholas E PortoPreparerPersonNm
PTINP01310283PTIN
Phone2078792100PhoneNum
Preparation2023-09-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$50,228,851FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$90,723InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$90,723InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$868,360DividendsRevAndExpnssAmt
Dividends Net Invst Incm$868,360DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,234,850NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,013,859GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$94,082OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$84,760OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$630,151TotalRevAndExpnssAmt
Total Net Invst Incm$874,323TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,951LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,951LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$291,274OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$59,984OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$231,290OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$98,224TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,565TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$399,949TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$77,750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$234,540TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,508,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,508,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,907,949TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$77,750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,742,540TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,277,798ExcessRevenueOverExpensesAmt
Net Investment Income$796,573NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,425,073SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$816,371SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$816,371SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$34,060,799CorporateStockBOYAmt
Corporate Stock EOY$32,721,781CorporateStockEOYAmt
Corporate Stock EOYFMV$32,721,781CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,545,712CorporateBondsBOYAmt
Corporate Bonds EOY$11,469,496CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,469,496CorporateBondsEOYFMVAmt
Other Investments BOY$3,975,449OtherInvestmentsBOYAmt
Other Investments EOY$5,221,203OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,221,203OtherInvestmentsEOYFMVAmt
Total Assets BOY$48,007,033TotalAssetsBOYAmt
Total Assets EOY$50,228,851TotalAssetsEOYAmt
Total Assets EOYFMV$50,228,851TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY-$7,692,570CapitalStockBOYAmt
Capital Stock EOY$10,094,040CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$55,699,603RetainedEarningBOYAmt
Retained Earning EOY$40,134,811RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$48,007,033TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$50,228,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$48,007,033TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,228,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$48,007,033TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,277,798ExcessRevenueOverExpensesAmt
Other Increases$4,499,616OtherIncreasesAmt
Subtotal$50,228,851SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$50,228,851TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded SecuritiesP$60,581,238$62,248,709-$1,667,471-$1,667,471
Passthrough from K-1P$45,237$45,237$45,237
Capital Gains DividendsP$387,384$387,384$387,384
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,234,850CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,072InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,072SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,072TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$50,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$50,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$39,128OverpaymentAmt
Applied To ES Tax$39,128AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksChoate Hall StewartIndividualWithBooksNm
Phone6172484760PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1Two International PlaceAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Charles A Cheever
Choate Hall Stewart LLP Two IntlPlaceBostonMA02110Trustee1.00$0$0$0
Kristin T Abati
Choate Hall Stewart LLP Two IntlPlaceBostonMA02110Trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Choate Hall & StewartBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Two International PlaceAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment ManagementServiceTypeTxt
Compensation$291,274CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$44,864,501AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,592,558AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,954,568FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,411,627TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,411,627AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$756,174CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,655,453NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,482,773MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,482,773MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,072TaxBasedOnInvestmentIncomeAmt
Total Tax$11,072TotalTaxAmt
Distributable Before Adj$2,471,701DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,471,701DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,471,701DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,742,540ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,742,540QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,471,701DistributableAsAdjustedAmt
Undistributed Income PY$2,457,296UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,742,540QualifyingDistributionsAmt
Applied To Year1$2,457,296AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$285,244AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,186,457UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Abington Public Schools
1071 Washington StreetAbingtonMA02351N/AGOVGeneral Purpose$5,000
Boston Symphony Orchestra
301 Mass AvenueBostonMA021154557N/APCGeneral Purpose$500,000
CARE
PO Box 1870MerrifieldVA22116N/APCGeneral Purpose$25,000
Charles River Watershed Assoc
41 West StreetBostonMA02111N/APCGeneral Purpose$50,000
Community Harvest Project
37 Wheeler RoadNorth GraftonMA01536N/APCGeneral Purpose$50,000
Cradles To Crayons Inc
281 Newtonville AvenueNewtonMA02460N/APCGeneral Purpose$200,000
Fisher House of Boston
PO Box 230South WalpoleMA02071N/APCGeneral Purpose$100,000
Food Link
108 Summer StreetArlingtonMA02474N/APCGeneral Purpose$100,000
Gaining Ground
PO Box 374ConcordMA01742N/APCGeneral Purpose$100,000
Gary Sinise Foundation
PO Box 40726NashvilleTN40726N/APCGeneral Purpose$100,000
Habitat For Humanity Greater Boston Inc
434 Massachusetts AvenueBostonMA02118N/APCGeneral Purpose$50,000
Jason Kendall Ray Foundation
PO Box 6326ConcordNC28027N/APCGeneral Purpose$1,000
Literations Corp
1 Federal StreetBostonMA02110N/APCGeneral Purpose$200,000
Lovin' Spoonfuls Inc
189 Wells AvenueNewtonMA02459N/APCGeneral Purpose$100,000
Martha's Vineyard Center for Education
455 State Road PMB 105Vineyard HavenMA02568N/APCGeneral Purpose$5,000
Massachusetts General Hospital
125 Nashua StreetBostonMA02114N/APCThe Aspire Program$200,000
Project Aware Foundation
30151 Tomas StreetRancho Santa MargaritaCA92688N/APCGeneral Purpose$50,000
Project New Hope
70 James StreetWorcesterMA01603N/APCGeneral Purpose$50,000
Salvation Army
25 Shawmut RoadCantonMA02021N/APCGeneral Purpose$10,000
South Shore YMCA
48 Jacobs LaneNorwellMA02061N/APCSouth Shore Natural Science Center$5,000
St Vincent de Paul - Concord
PO Box 220ConcordMA01742N/APCGeneral Purpose$5,000
Syrian American Medical Society
PO Box 34115WashingtonDC20043N/APCGeneral Purpose$25,000
TargetCancer
955 Massachusetts Avenue 343CambridgeMA02139N/APCGeneral Purpose$200,000
Thayer Academy
475 Washington StreetBraintreeMA021845798N/APCGeneral Purpose$2,000
The Book Truck
733 Walnut AvenueLong BeachCA90813N/APCGeneral Purpose$20,000
The Children's Room
1210 Massachusetts AvenueArlingtonMA02476N/APCGeneral Purpose$50,000
The Walden Woods Project
44 Baker Farm RoadLincolnMA01773N/APCGeneral Purpose$5,000
Vital CxNs
133 Bridge StreetNewtonMA02458N/APCGeneral Purpose$100,000
Women's Lunch Place
PO Box 170900BostonMA02117N/APCGeneral Purpose$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,508,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90,723ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$868,360ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,234,850ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPassthrough IncomeDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm-$9,322UnrelatedBusinessTaxblIncmAmt
Exclusion-$84,760ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$9,322UnrelatedBusinessTaxblIncmAmt
Exclusion-$360,527ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$369,849TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Cecile Higginson Murphy Irrevocable TrustBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1Choate Hall Stewart LLP Two Intl PlAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Prep FeesCategoryTxt
Amt$4,500Amt
Net Investment Income$2,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
771999.913 units DFA Investment Grade Portfolio$7,604,199$7,604,199
18440.000 units iShares Core US Aggregate Bond ETF$1,806,198$1,806,198
219989.250 units Payden Absolute Return Bond Fund$2,059,099$2,059,099

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
138546.073 units Artisan Focus Fund$2,471,662$2,471,662
32935.000 units Invesco S&P 500 Equal Weight ETF$4,928,393$4,928,393
32323.199 units Pioneer Fund$1,094,140$1,094,140
111960.000 units SPDR S&P 500 Fossil Fuel Reserves Free ETF$4,049,593$4,049,593
1303617.160 units GQG Partners International Opportunities Fund$2,391,320$2,391,320
137460.054 units TIAA-CREF International Equity Fund$2,941,645$2,941,645
152199.669 units WCM Focused International Growth Fund$3,427,537$3,427,537
19590.000 units iShares Core MSCI Emerging Markets ETF$965,591$965,591
23450.000 units iShares Core S&P 500 ETF$10,451,900$10,451,900

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1899 Opportunities Fund IFMV$1,426,749$1,426,749
1899 Opportunities Fund IIFMV$311,349$311,349
Artisan China Post-Venture Offshore FundFMV$611,964$611,964
Fontinalis Capital Partners IIIFMV$682,094$682,094
Cromwell Harbor Investments LLCFMV$534,375$534,375
189857.381 units Artisan High Income FundFMV$1,654,672$1,654,672

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$4,951LegalFeesAmt
Net Investment Income$4,951NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMassachusetts Filing Fee for Form PCDesc
Revenue And Expenses Per Books$1,000RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPassthrough IncomeDesc
Revenue And Expenses Per Books-$94,082RevenueAndExpensesPerBooksAmt
Net Investment Income-$84,760NetInvestmentIncomeAmt
Adjusted Net Income-$94,082AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Gain on InvestmentsDesc
Amt$4,499,616Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFiduciary FeesCategoryTxt
Amt$291,274Amt
Net Investment Income$59,984NetInvestmentIncomeAmt
Disbursements Charitable Prps$231,290DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise Tax$87,659$0$0
Foreign Taxes$10,565$10,565$0

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