FLATLEY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FLATLEY FOUNDATION (EIN 04-2763837)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349102875
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T14:37:50-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263667851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLATLEY MANAGEMENT COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRAINTREE HILL OFFICE PARK STE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | 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 | 042763837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FLATLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLAT | BusinessNameControlTxt |
| Phone | 7818495100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRAINTREE HILL OFFICE PK 300 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021848754 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL T FLATLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7818495100 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | FLATLEY | 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 | FLATLEY MANAGEMENT COMPANY | PreparerPersonNm |
| PTIN | P02526279 | PTIN |
| Phone | 7818494404 | PhoneNum |
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 | $670,453,152 | 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 | $13,376,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,692,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,344,271 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $900,531,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,509,419 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,512,341 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$15,458,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,204,898 | 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 | $61,894 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,894 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $243,306 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $240,831 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,017,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,870,914 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $146,694 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $346,614 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121,614 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,561 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,465 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,708,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,994,089 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $477,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,594,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,594,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,302,537 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,994,089 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,071,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,760,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,210,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,425,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,901,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,901,806 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $58,754,192 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $86,901,041 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $88,644,289 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $257,286,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $270,323,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $269,800,490 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $83,118,465 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $64,962,438 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,947,466 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $247,571,639 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $197,280,060 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $195,794,026 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $333,332 | OtherAssetsBOYAmt |
| Other Assets EOY | $365,075 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $365,075 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $730,489,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $680,733,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $670,453,152 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $30,726 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,434 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $30,726 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,434 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $137,499,715 | CapitalStockBOYAmt |
| Capital Stock EOY | $137,499,715 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $592,959,230 | RetainedEarningBOYAmt |
| Retained Earning EOY | $543,198,661 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $730,458,945 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $680,698,376 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $730,489,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $680,733,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $730,458,945 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,760,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $680,698,376 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $680,698,376 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $896,254,370 | $913,373,123 | -$17,118,753 | -$17,118,753 |
| CLOUGH HEALTHCARE REDEMPTION | P | $3,709,447 | $3,244,685 | $464,762 | $464,762 |
| LONESTAR/UNG K-1S | P | $371,527 | -$371,527 | -$371,527 | |
| ADJUST SALE OF UNG UNITS | P | $112,490 | $112,490 | $112,490 | |
| CAPITAL GAINS DIVIDENDS | P | $455,177 | $455,177 | $455,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,457,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $155,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $155,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $281,568 | 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 | $281,568 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $125,738 | OverpaymentAmt |
| Applied To ES Tax | $125,738 | 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 | THE FLATLEY FOUNDATION | IndividualWithBooksNm |
| Phone | 7818495100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE FLATLEY COMPANY BRAINTREE MA | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021848754 | 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 | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J FLATLEY | ||||||||
| 45 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| DANIEL T FLATLEY | ||||||||
| 45 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| MARY MARGARET DARLING | ||||||||
| 45 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLOUGH CAPITAL PARTNERS LP | |||||
| 260 FRANKLIN ST | BOSTON | MA | 02110 | INVESTMENT MGMT SVC | $1,706,940 |
| FMC LLC | |||||
| 45 BRAINTREE HILL OFFICE PARK | BRAINTREE | MA | 02184 | INVESTMENT/ACCT/TAX | $1,152,477 |
| ANDERSEN | |||||
| 125 HIGH ST | BOSTON | MA | 02110 | INVESTMENT/TAX | $235,931 |
| ELMORE PATENT LAW GROUP | |||||
| 484 GROTON RD | WESTFORD | MA | 01886 | LEGAL | $61,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FLATLEY DISCOVERY LAB IS A BRANCH OF THE FLATLEY FOUNDATION, CREATED TO CARRY OUT CHARITABLE ACTIVITIES OF THE FLATLEY FOUNDATION. THE FLATLEY DISCOVERY LAB CONDUCTS IN-HOUSE RESEARCH FOR THE PURPOSE OF DISCOVERING A CURE FOR CYSTIC FIBROSIS. | Description1Txt |
| Expenses1 | $83,285 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $666,289,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,071,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $349,204 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $745,710,082 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $745,710,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,185,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $734,524,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,726,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,726,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155,830 | TotalTaxAmt |
| Distributable Before Adj | $36,570,392 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,570,392 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,570,392 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,071,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,071,884 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,570,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,388,960 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,071,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,388,960 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,682,924 | 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 | $34,887,468 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NOTRE DAME | |||||||
| 180 MIDDLESEX ROAD | TYNGSBORO | MA | 01879 | N/A | PC | SCHOLARSHIPS | $100,000 |
| ACEING AUTISM INC | |||||||
| 2001 S BARRINGTON AVE | LOS ANGELES | CA | 90025 | N/A | PC | UNRESTRICTED | $1,000,000 |
| AMERICARES INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | EL SALVADOR CLINIC & SAFE SURGERY | $600,000 |
| AMERICARES INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | UKRAINE CRISIS | $500,000 |
| ANGEL FUND INC | |||||||
| 649 MAIN ST | WAKEFIELD | MA | 01880 | N/A | PC | UNRESTRICTED | $250,000 |
| ARC OF THE SOUTH SHORE | |||||||
| 20 POND PARK ROAD | HINGHAM | MA | 02043 | N/A | PC | UNRESTRICTED | $200,000 |
| ARCHDIOCESE OF BOSTON | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | SCHOLARSHIP SUPPORT | $150,000 |
| ARCHDIOCESE OF BOSTON | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | UNRESTRICTED | $1,130,000 |
| ARCHDIOCESE OF BOSTON | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | REGINA CLERI RETIREMENT FUND | $500,000 |
| BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY | |||||||
| 41 BERKELEY ST | BOSTON | MA | 02116 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| BETH ISRAEL DEACONESS HOSPITAL | |||||||
| 148 CHESTNUT ST | NEEDHAM | MA | 02492 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | CHAPLAIN POSITION | $65,000 |
| BETH ISRAEL DEACONESS MILTON | |||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | N/A | PC | UNRESTRICTED | $10,000 |
| BETHANY HEALTH CARE CENTER | |||||||
| 97 BETHANY RD | FRAMINGHAM | MA | 01702 | N/A | PC | RENOVATIONS | $130,000 |
| BISHOP FENWICK HIGH SCHOOL | |||||||
| 99 MARGIN ST | PEABODY | MA | 01960 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| BISHOP'S CHARITABLE ASSISTANCE FUND | |||||||
| 153 ASH STREET | MANCHESTER | NH | 03104 | N/A | PC | UNRESTRICTED | $50,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | SCHOLARSHIP SUPPORT | $297,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | URBAN CATHOLIC TEACHERS CORP | $50,000 |
| BOSTON GLOBE FOUNDATION | |||||||
| 1 EXCHANGE PLACE | BOSTON | MA | 02109 | N/A | PC | UNRESTRICTED | $50,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | |||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED | $100,000 |
| BOSTON HIGASHI SCHOOL INC | |||||||
| 800 NORTH MAIN STREET | RANDOLPH | MA | 02368 | N/A | PC | UNRESTRICTED | $100,000 |
| BOSTON MEDICAL CENTER | |||||||
| 801 MASSACHUSETTS AVE | BOSTON | MA | 02118 | N/A | PC | AUTISM PROGRAM | $250,000 |
| BOSTON UNIVERSITY CATHOLIC CENTER | |||||||
| 211 BAY STATE ROAD | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED | $75,000 |
| BOYS & GIRLS CLUB OF BOSTON INC | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | 2UNRESTRICTED | $100,000 |
| BRIDGE OVER TROUBLED WATERS | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | PC | UNRESTRICTED | $50,000 |
| BRIGHAM & WOMENS HOSPITAL | |||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | N/A | PC | BRIDGES TO MOMS PROGRAM | $500,000 |
| BRIGHAM & WOMENS HOSPITAL | |||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | N/A | PC | NEUROLOGIC DISEASES RESEARCH | $5,000,000 |
| BROCKTON HOSPITAL SCHOOL OF NURSING | |||||||
| 680 CENTRE ST | BROCKTON | MA | 02302 | N/A | PC | SCHOLARSHIP SUPPORT | $50,000 |
| CAMBRIDGE MATIGNON HIGH SCHOOL | |||||||
| ONE MATIGNON ROAD | CAMBRIDGE | MA | 02140 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| POST OFFICE BOX 370 | HYANNIS | MA | 02601 | N/A | PC | INTENSIVE CARE UNIT | $250,000 |
| CARDINAL CUSHING CENTERS | |||||||
| 405 WASHINGTON STREET | HANOVER | MA | 02339 | N/A | PC | UNRESTRICTED | $50,000 |
| CARDINAL SPELLMAN HIGH SCHOOL | |||||||
| 738 COURT STREET | BROCKTON | MA | 02302 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| CARE USA | |||||||
| 625 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | CHILDHOOD MOZAMBIQUE | $330,000 |
| CARE USA | |||||||
| 625 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | HER HARVEST OUR FUTURE PROGRAM | $400,000 |
| CARITAS COMMUNITIES | |||||||
| 25 BRAINTREE HILL OFFICE PARK | BRAINTREE | MA | 02184 | N/A | PC | UNRESTRICTED | $250,000 |
| CARROLL CENTER FOR THE BLIND INC | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | N/A | PC | UNRESTRICTED | $100,000 |
| CATHEDRAL HIGH SCHOOL | |||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 |
| CATHOLIC MEMORIAL SCHOOL | |||||||
| 235 BAKER STREET | WEST ROXBURY | MA | 02132 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | N/A | PC | INNER CITY SCHOLARSHIP FUND | $200,000 |
| CATHOLIC TV NETWORK | |||||||
| 34 CHESTNUT STREET | WATERTOWN | MA | 02471 | N/A | PC | UNRESTRICTED | $5,000 |
| CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | N/A | PC | SCHOLARSHIP SUPPORT | $200,000 |
| CHESTERTON ACADEMY | |||||||
| 1320 MAINSTREET | HOPKINS | MN | 55343 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 |
| CHILDREN'S ONCOLOGY SERVICES OF MA INC | |||||||
| 229 KENT STREET | BROOKLINE | MA | 02446 | N/A | PC | THE BOSTON HOUSE | $200,000 |
| CLINICAL & SUPPORT OPTIONS INC | |||||||
| 8 ATWOOD DR | NORTHAMPTON | MA | 01060 | N/A | PC | FRIENDS OF THE HOMELESS PROGRAM | $10,000 |
| COMPASSIONATE CARE ALS | |||||||
| PO BOX 1052 | WEST FALMOUTH | MA | 02574 | N/A | PC | UNRESTRICTED | $385,000 |
| COPS FOR KIDS WITH CANCER INC | |||||||
| PO BOX 850956 | BRAINTREE | MA | 02185 | N/A | PC | UNRESTRICTED | $250,000 |
| CRISTO REY BOSTON HIGH SCHOOL | |||||||
| 100 SAVIN HILL AVENUE | BOSTON | MA | 02125 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| CRUDEM FOUNDATION | |||||||
| 362 SEWALL STREET | LUDLOW | MA | 01056 | N/A | PC | UNRESTRICTED | $100,000 |
| CYSTIC FIBROSIS LIFESTYLE FOUNDATION | |||||||
| 936 SW 1ST AVE | MIAMI | FL | 33130 | N/A | PC | UNRESTRICTED | $100,000 |
| DAUGHTERS OF MARY OF NAZARETH | |||||||
| PO BOX 690789 | QUINCY | MA | 02269 | N/A | PC | UNRESTRICTED | $60,000 |
| DIOCESE OF MANCHESTER | |||||||
| 153 ASH STREET | MANCHESTER | NH | 03104 | N/A | PC | UNRESTRICTED | $25,000 |
| EDESIAINC | |||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTON | RI | 02852 | N/A | PC | UNRESTRICTED | $10,000 |
| ELIZABETH SCHICKEL FOUNDATION | |||||||
| 20 FERN ST | NATICK | MA | 01760 | N/A | PC | SCHOLARSHIP SUPPORT | $5,000 |
| ELON UNIVERSITY | |||||||
| 2615 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | PEER MINISTRY | $100,000 |
| EMMAUS INC | |||||||
| PO BOX 568 | HAVERHILL | MA | 01831 | N/A | PC | UNRESTRICTED | $50,000 |
| FATHER BILL'S MAINSPRING INC | |||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | N/A | PC | UNRESTRICTED | $75,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| 603 PARK POINT DRIVE | GENESEE | CO | 80401 | N/A | PC | UNRESTRICTED | $300,000 |
| FINAL SALUTE INC | |||||||
| PO BOX 156 | HAYMARKET | VA | 20168 | N/A | PC | UNRESTRICTED | $100,000 |
| FONTBONNE ACADEMY | |||||||
| 930 BROOK ROAD | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| FOUNDATION TO ADVANCE CATHOLIC EDUCATION INC | |||||||
| 450 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| FRANCISCAN HOSPITAL FOR CHILDREN | |||||||
| 30 WARREN STREET | BOSTON | MA | 02135 | N/A | PC | UNRESTRICTED | $50,000 |
| FRANCISCAN MISSIONARY SISTERS FOR AFRICA | |||||||
| 172 FOSTER STREET | BRIGHTON | MA | 02135 | N/A | PC | UNRESTRICTED | $113,000 |
| FRIENDS OF THE UNBORN INC | |||||||
| PO BOX 692246 | QUINCY | MA | 02269 | N/A | PC | UNRESTRICTED | $250,000 |
| GLOBAL TEEN CHALLENGE | |||||||
| PO BOX 511 | COLUMBUS | GA | 31901 | N/A | PC | UNRESTRICTED | $300,000 |
| GREATER BOSTON FOOD BANK INC | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED | $250,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | UNRESTRICTED | $25,000 |
| HEALTH EQUITY INTERNATIONAL | |||||||
| 40 GLEN AVENUE | NEWTON | MA | 02459 | N/A | PC | UNRESTRICTED | $100,000 |
| HOLY NAME PARISH SCHOOL | |||||||
| 535 WEST ROXBURY PARKWAY | WEST ROXBURY | MA | 02132 | N/A | PC | SCHOLARSHIPS | $100,000 |
| HOMES FOR OUR TROOPS INC | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | N/A | PC | UNRESTRICTED | $300,000 |
| HOOPS AND HOMEWORK INC | |||||||
| 56 AGNES DRIVE | FRAMINGHAM | MA | 01702 | N/A | PC | UNRESTRICTED | $150,000 |
| HOSPITALITY HOMES INC | |||||||
| PO BOX 15265 | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED | $50,000 |
| HOUSE OF POSSIBILITIES | |||||||
| 350 WASHINGTON STREET | EASTON | MA | 02356 | N/A | PC | RESPITE PROGRAM & PAVILION | $200,000 |
| IRISH AMERICAN PARTNERSHIP INC | |||||||
| 15 BROAD STREET | BOSTON | MA | 02109 | N/A | PC | UNRESTRICTED | $250,000 |
| IRISH PASTORAL CENTRE | |||||||
| 512 GALLIVAN BLVD | DORCHESTER | MA | 02124 | N/A | PC | UNRESTRICTED | $200,000 |
| JETT FOUNDATION INC | |||||||
| 36 CORDAGE PARK CIRCLE | PLYMOUTH | MA | 02360 | N/A | PC | UNRESTRICTED | $500,000 |
| LABOURE COLLEGE | |||||||
| 303 ADAMS ST | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 |
| LAWRENCE CATHOLIC ACADEMY | |||||||
| 100 PARKER ST | LAWRENCE | MA | 01843 | N/A | PC | TEACHERS SALARIES | $200,000 |
| LAWRENCE CATHOLIC ACADEMY | |||||||
| 100 PARKER ST | LAWRENCE | MA | 01843 | N/A | PC | SCHOLARSHIP SUPPORT | $200,000 |
| LEDGER LEND A HAND FOUNDATION | |||||||
| 2 ADAMS PLACE | QUINCY | MA | 02269 | N/A | PC | UNRESTRICTED | $50,000 |
| LOWELL CATHOLIC | |||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| LUCY'S LOVE BUS CHARITABLE TRUST | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | UNRESTRICTED | $50,000 |
| MA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | N/A | PC | UNRESTRICTED | $15,000 |
| MAGDALEN COLLEGE OF THE LIBERAL ARTS | |||||||
| 511 KEARSARGE MOUNTAIN RD | WARNER | NH | 03278 | N/A | PC | UNRESTRICTED | $100,000 |
| MALDEN CATHOLIC HIGH SCHOOL | |||||||
| 99 CRYSTAL STREET | MALDEN | MA | 02148 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| MARIA DROSTE CONSELING SERVICES | |||||||
| 1354 HANCOCK STREET | QUINCY | MA | 02169 | N/A | PC | UNRESTRICTED | $100,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION | |||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 |
| MARONITE SERVANTS OF CHRIST THE LIGHT | |||||||
| 856 TUCKER RD | DARTMOUTH | MA | 02747 | N/A | PC | UNRESTRICTED | $50,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | N/A | PC | CYSTIC FIBROSIS RESEARCH | $100,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | N/A | PC | CITY OF GOD PROGRAM | $40,000 |
| MISSION OF DEEDS | |||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | N/A | PC | UNRESTRICTED | $100,000 |
| MOUNT ALVERNIA HIGH SCHOOL | |||||||
| 20 MANET ROAD | CHESTNUT HILL | MA | 02467 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| MY BROTHER'S KEEPER | |||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | UNRESTRICTED | $100,000 |
| MY BROTHER'S KEEPER | |||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | DARTMOUTH FACILITY | $100,000 |
| MY BROTHER'S KEEPER | |||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | CHRISTMAS PROGRAM | $100,000 |
| MY BROTHER'S KEEPER | |||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | EASTON BUILDING PROJECT | $500,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 101A FIRST AVENUE | WALTHAM | MA | 02451 | N/A | PC | UNRESTRICTED | $50,000 |
| NATIVITY PREPARATORY SCHOOL | |||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| NOTRE DAME ACADEMY | |||||||
| 1073 MAIN STREET | HINGHAM | MA | 02043 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| NOTRE DAME CRISTO REY HIGH SCHOOL | |||||||
| 203 LAWRENCE STREET | METHUEN | MA | 01844 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| NOTRE DAME EDUCATION CENTER INC | |||||||
| 444 EAST THIRD STREET | BOSTON | MA | 02127 | N/A | PC | SCHOLARSHIP SUPPORT | $25,000 |
| NVNA AND HOSPICE | |||||||
| 120 LONGWATER DR | NORWELL | MA | 02061 | N/A | PC | UNRESTRICTED | $100,000 |
| OBLATES OF THE VIRGIN MARY | |||||||
| 2 IPSWICH STREET | BOSTON | MA | 02215 | N/A | PC | SCHOLARSHIP SUPPORT | $50,000 |
| ORDER OF MALTA ASSOCIATION USA | |||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | N/A | PC | CAPITAL CAMPAIGN | $250,000 |
| OUR LADY OF ASSUMPTION SCHOOL | |||||||
| 40 GROVE ST | LYNNFIELD | MA | 01940 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| OUR LADY OF PERPETUAL HELP | |||||||
| 94 SAINT ALPHONSUS STREET | ROXBURY | MA | 02120 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | UNRESTRICTED | $220,000 |
| POPE ST JOHN XXIII NATIONAL SEMINARY | |||||||
| 558 SOUTH AVENUE | WESTON | MA | 02493 | N/A | PC | UNRESTRICTED | $50,000 |
| QUINCY COMMUNITY ACTION PROGRAMS INC | |||||||
| 1509 HANCOCK STREET | QUINCY | MA | 02169 | N/A | PC | UNRESTRICTED | $200,000 |
| RISE ACADEMY | |||||||
| 263 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | UNRESTRICTED | $25,000 |
| ROAD TO RESPONSIBILITY | |||||||
| 1831 OCEAN STREET | MARSHFIELD | MA | 02050 | N/A | PC | UNRESTRICTED | $75,000 |
| RODMAN RIDE FOR KIDS | |||||||
| 10 LINCOLN ROAD | FOXBORO | MA | 02035 | N/A | PC | UNRESTRICTED | $50,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED | $100,000 |
| SACRED HEART SCHOOL | |||||||
| 329 BISHOPS HIGHWAY | KINGSTON | MA | 02364 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT AGATHA CHURCH | |||||||
| 432 ADAMS STREET | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT ANSELM COLLEGE | |||||||
| 100 SAINT ANSELM DRIVE | MANCHESTER | MA | 03102 | N/A | PC | SCHOLARSHIP SUPPORT | $200,000 |
| SAINT BENEDICT CLASSICAL ACADEMY | |||||||
| 2 PLEASANT STREET SOUTH | NATICK | MA | 01760 | N/A | PC | SCHOLARSHIP SUPPORT | $350,000 |
| SAINT BERNADETTE SCHOOL | |||||||
| 266 MAIN STREET | NORTHBOROUGH | MA | 01532 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT CATHERINE OF SIENA SCHOOL | |||||||
| 249 NAHANTAN ST | NORWOOD | MA | 02062 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT COLUMBKILLE PARTNERSHIP SCHOOL | |||||||
| 25 ARLINGTON STREET | BRIGHTON | MA | 02135 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT JOHN PAUL II HIGH SCHOOL | |||||||
| 120 HIGH SCHOOL ROAD | HYANNIS | MA | 02601 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT JOHN SCHOOL | |||||||
| 9 MOON ST | BOSTON | MA | 02113 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT JOHN'S PREPARATORY SCHOOL | |||||||
| 72 SPRING ST | DANVERS | MA | 01923 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT JOSEPH PREPARATORY | |||||||
| 617 CAMBRIDGE STREET | BOSTON | MA | 02134 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT MARY OF THE ASSUMPTION SCHOOL | |||||||
| 67 HARVARD ST | BROOKLINE | MA | 02445 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT MARY OF THE HILLS SCHOOL | |||||||
| 250 BROOK ROAD | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT MARY PARISH | |||||||
| 133 SCHOOL STREET | WALTHAM | MA | 02451 | N/A | PC | AFTER SCHOOL PROGRAM | $100,000 |
| SAINT MARY'S WOMEN AND CHILDREN'S CENTER INC | |||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | N/A | PC | UNRESTRICTED | $25,000 |
| SAINT OSCAR ROMERO PARISH | |||||||
| 1860 WASHINGTON STREET | CANTON | MA | 02021 | N/A | PC | YOUTH MINISTRY PROGRAM | $35,000 |
| SAINT PAUL'S CHOIR SCHOOL | |||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT ROCK HAITI FOUNDATION | |||||||
| 372 GRANITE AVE | MILTON | MA | 02186 | N/A | PC | UNRESTRICTED | $200,000 |
| SAINT ROCK HAITI FOUNDATION | |||||||
| 372 GRANITE AVE | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $40,000 |
| SAINT THERESA OF AVILA SCHOOL | |||||||
| 40 SAINT THERESA AVE | WEST ROXBURY | MA | 02132 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINT THERESA OF THE CHILD JESUS SCHOOL | |||||||
| 192 SUMMER ST | SOMERVILLE | MA | 02143 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SAINTS SEBASTIAN'S SCHOOL | |||||||
| 1191 GREENDALE AVENUE | NEEDHAM | MA | 02492 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| SALVATION ARMY | |||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | N/A | PC | CHILDREN'S LEARNING CENTER | $100,000 |
| SALVATION ARMY | |||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | N/A | PC | HURRICANE RELIEF | $1,000,000 |
| SEAL FOUNDATION INC | |||||||
| 71 MAIN STREET | LAKEVILLE | MA | 02347 | N/A | PC | UNRESTRICTED | $24,000 |
| SISTERS OF SAINT JOSEPH | |||||||
| 637 CAMBRIDGE STREET | BRIGHTON | MA | 02135 | N/A | PC | UNRESTRICTED | $250,000 |
| SKI FOR LIGHT INC | |||||||
| 1455 WEST LAKE STREET | MINNEAPOLIS | MN | 55408 | N/A | PC | UNRESTRICTED | $75,000 |
| SOCIETY OF SAINT VINCENT DE PAUL | |||||||
| 18 CANTON ST | STOUGHTON | MA | 02072 | N/A | PC | UTILITY ASSISTANCE PROGRAM | $200,000 |
| SOUTH SHORE HABITAT FOR HUMANITY | |||||||
| 20 MATHEWSON DRIVE | WEYMOUTH | MA | 02189 | N/A | PC | UNRESTRICTED | $200,000 |
| SOUTH SHORE INITIATIVE CORP | |||||||
| 75 FINNELL DRIVE | WEYMOUTH | MA | 02188 | N/A | PC | UNRESTRICTED | $50,000 |
| SOUTH SHORE YMCA | |||||||
| 91 LONGWATER CIRCLE | NORWELL | MA | 02061 | N/A | PC | FOOD PANTRY | $50,000 |
| STONEHILL COLLEGE | |||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | N/A | PC | H.O.P.E. PROGRAM | $100,000 |
| STRAIGHT AHEAD MINISTRIES | |||||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | N/A | PC | STRAIGHT2WORK PROGRAM | $75,000 |
| TEEN CHALLENGE NEW ENGLAND INC | |||||||
| 1311 MAIN STREET | BROCKTON | MA | 02301 | N/A | PC | UNRESTRICTED | $10,000 |
| TEEN CHALLENGE NEW ENGLAND INC | |||||||
| 1311 MAIN STREET | BROCKTON | MA | 02301 | N/A | PC | UNRESTRICTED | $300,000 |
| TEEN CHALLENGE NEW ENGLAND INC | |||||||
| 1311 MAIN STREET | BROCKTON | MA | 02301 | N/A | PC | RETREAT CENTER | $1,000,000 |
| TENACITY INC | |||||||
| 38 EVERETT ST | BOSTON | MA | 02134 | N/A | PC | UNRESTRICTED | $50,000 |
| THE PLUS COMPANY | |||||||
| 19 CHESTNUT STREET | NASHUA | NH | 03060 | N/A | PC | UNRESTRICTED | $250,000 |
| THOMAS AQUINAS COLLEGE | |||||||
| 10000 OJAI ROAD | SANTA PAULA | CA | 93060 | N/A | PC | SCHOLARSHIP SUPPORT | $500,000 |
| TRAVIS ROY FOUNDATION INC | |||||||
| 101 HUNTINGTON AVENUE | BOSTON | MA | 02199 | N/A | PC | UNRESTRICTED | $10,000 |
| TRIVIUM SCHOOL | |||||||
| 471 LANGEN ROAD | LANCASTER | MA | 01523 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 |
| TUFTS MEDICAL CENTER PHYSICIANS | |||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | N/A | PC | CATHOLIC CHAPLAIN POSITION | $50,000 |
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||
| 550 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | SCHOLARSHIP SUPPORT | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,594,000 | 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 | $13,376,820 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,509,419 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,344,271 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$15,458,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$15,458,032 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FMC MANAGEMENT FEE | $238,356 | $0 | $238,356 |
| ANDERSEN | $4,950 | $0 | $2,475 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CLOUGH CORP BONDS | BondNm |
| EOY Book Value | $64,962,438 | EOYBookValueAmt |
| EOYFMV | $54,947,466 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $8,822,398 | $8,906,717 |
| AMAZON COM INC | $10,119,075 | $10,214,400 |
| BERKSHIRE HATHAWAY INC | $1,017,126 | $1,406,133 |
| CONSTELLATION BRANDS INC | $1,544,635 | $1,717,252 |
| DIAGEO ADR | $5,028,811 | $6,501,751 |
| IDEXX LABS CORP | $1,499,577 | $2,455,919 |
| SHERWIN WILLIAMS | $5,036,293 | $6,719,937 |
| VERISK ANALYTICS INC | $3,320,182 | $5,694,418 |
| VISA INC | $3,912,334 | $6,368,966 |
| ASML HOLDING | $8,390,537 | $8,500,345 |
| META PLATFORMS INC | $2,854,687 | $1,943,130 |
| PARAMETRIC DIVIDEND INC 6407 | $37,691,371 | $39,546,118 |
| CLOUGH EQUITIES | $181,086,364 | $169,825,404 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $86,901,041 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $88,644,289 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY ADVISOR REAL ESTATE INC | AT COST | $13,438,979 | $11,694,502 |
| LONESTAR | AT COST | $63,248 | $32,098 |
| CLOUGH HEALTHCARE FUND | AT COST | $3,605,228 | $1,227,138 |
| ISHARES CORE S&P TOTAL US | AT COST | $17,247,498 | $23,306,104 |
| ISHARES TR CORE MSCI | AT COST | $2,619,981 | $2,776,195 |
| PROSHARES ULTRA S&P 500 | AT COST | $37,486,882 | $25,160,427 |
| SPDR IND FDS S&P GLOBAL NAT RES | AT COST | $5,157,621 | $8,028,806 |
| VANGUARD INDEX FDS SMALL CAP | AT COST | $5,148,508 | $6,503,421 |
| GEODE OFFSHORE HOLDBACK | AT COST | $18,674 | $18,674 |
| INVESCO EXH TRADED FD | AT COST | $16,254,836 | $14,199,302 |
| TORTOISE NORTH AMERICAN | AT COST | $214,305 | $391,340 |
| VANGUARD FTSE DEVELOPED | AT COST | $2,693,303 | $3,145,055 |
| VANGUARD INFORMATION | AT COST | $5,233,068 | $6,562,074 |
| VANGUARD FTSE EMERGING | AT COST | $2,514,389 | $2,682,445 |
| VANGUARD RUSSELL 2000 ETF | AT COST | $4,555,169 | $5,957,011 |
| VANGUARD S&P 500 ETF | AT COST | $75,271,020 | $76,094,592 |
| AMERICAN TOWER CORP | AT COST | $3,346,794 | $5,751,071 |
| CLOUGH ASSET BACKED | AT COST | $2,410,557 | $2,263,771 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ELMORE PATENT LAW GROUP | CategoryTxt |
| Legal Fees | $61,894 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,894 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PURCHASED | Desc |
| BOY Book Value | $333,332 | BOYBookValueAmt |
| EOY Book Value | $365,075 | EOYBookValueAmt |
| EOYFMV | $365,075 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT & FEES | $1,229 | $0 | $1,000 |
| OFFICE SUPPLIES | $1,433 | $0 | $1,433 |
| IT & COMPUTER MAINTENANCE | $10,198 | $0 | $10,198 |
| LAB SUPPLIES | $11,200 | $0 | $11,200 |
| INVESTMENT EXPENSE | $7,421 | $1,561 | $0 |
| REPAIRS & MAINTENANCE | $1,732 | $0 | $1,732 |
| SMALL EQUIPMENT | $2,047 | $0 | $2,047 |
| OUTSIDE SERVICES | $185 | $0 | $185 |
| DUES AND SUBSCRIPTIONS | $670 | $0 | $670 |
| MISCELLANEOUS | $3,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CURRENCY REALIZED LOSS | -$42,287 | -$42,287 | -$42,287 |
| SETTLEMENTS | $39,133 | $39,133 | $39,133 |
| MISC INCOME - CLOUGH | $0 | $2,922 | $0 |
| CLOUGH HEALTHCARE SUBPART F | $1,512,573 | $1,512,573 | $1,512,573 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLOUGH CAPITAL INV MGT FEE | $1,706,940 | $1,706,940 | $0 |
| FMC MANAGEMENT FEE | $914,121 | $914,121 | $0 |
| ANDERSEN | $230,981 | $230,981 | $0 |
| BRECKINGRIDGE | $18,872 | $18,872 | $0 |
| GRANT ADMINISTRATION | $146,694 | $0 | $146,694 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $121,614 | $121,614 | $0 |
| FEDERAL EXCISE | $225,000 | $0 | $0 |
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