BETA

TINKER ISLAND FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TINKER ISLAND FOUNDATION (EIN 47-3423358)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-10
IRS object ID
202313149349102176
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)
Return2023-11-10T14:01:47-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 STATE ST 13TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473423358EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TINKER ISLAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTINKBusinessNameControlTxt
Phone6036814291PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 WATER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL ARDITOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6036814291PhoneNum
Signature2023-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastARDITOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN COUTUREPreparerPersonNm
PTINP01390592PTIN
Phone6177237900PhoneNum

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$19,377,554FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,450,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,395DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,395DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,342NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,342GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72,342CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,528,737TotalRevAndExpnssAmt
Total Net Invst Incm$78,737TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$4,257OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$4,257OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$635PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$635PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,956LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,956LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,034TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,490OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,210OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$280OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,372TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,210TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,128TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,450,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,450,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,466,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,210TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,458,128TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,365ExcessRevenueOverExpensesAmt
Net Investment Income$74,527NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$172,342CashBOYAmt
Sav And Temp Cash Invst EOY$13,560SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,560SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$3,595PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,985PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,985PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$900,434CorporateStockBOYAmt
Corporate Stock EOY$1,027,595CorporateStockEOYAmt
Corporate Stock EOYFMV$19,361,009CorporateStockEOYFMVAmt
Total Assets BOY$1,076,371TotalAssetsBOYAmt
Total Assets EOY$1,044,140TotalAssetsEOYAmt
Total Assets EOYFMV$19,377,554TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,076,371RetainedEarningBOYAmt
Retained Earning EOY$1,044,140RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,076,371TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,044,140TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,076,371TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,044,140TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,076,371TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,365ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,138,736SubtotalAmt
Other Decreases$94,596OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,044,140TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$72,342GrossSalesPriceAmt
Gain Or Loss$72,342GainOrLossAmt
Gains Minus Excess Or Losses$72,342GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$72,342CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,036InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,036SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,036TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,061EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,061TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,025OverpaymentAmt
Applied To ES Tax$1,025AppliedToESTaxAmt
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
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DANIEL M ARDITOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6036814291PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111 KEEWAYDIN DRIVE SUITE 100AddressLine1Txt
CitySALEMCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03079ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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

FieldValueIRS element (for citing)
PersonEDWARD C JOHNSON IVPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 WATER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT, TREASURER & SECRETARYTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$21,267,761AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$103,263AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,371,024TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,371,024AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$320,565CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,050,459NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,052,523MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,052,523MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,036TaxBasedOnInvestmentIncomeAmt
Total Tax$1,036TotalTaxAmt
Distributable Before Adj$1,051,487DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,051,487DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,051,487DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,458,128ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,458,128QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,051,487DistributableAsAdjustedAmt
Undistributed Income PY$2,241,920UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,458,128QualifyingDistributionsAmt
Applied To Year1$2,241,920AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$216,208AppliedToCurrentYearAmt
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$835,279UndistributedIncomeCYAmt
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)
Contributing ManagerEDWARD C JOHNSON IVContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277PCPROGRAM DEVELOPMENT$2,200,000
NOW AND THERE INC
186 SOUTH ST STE 302BOSTONMA02111PCPROGRAM DEVELOPMENT$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,450,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,395ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,342ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$78,737ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$78,737TotalIncomeProducingActyAmt

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 Line1EDWARD C JOHNSON FUNDBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17 WATER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,450,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierAMOUNTS PAID FROM DONOR ADVISED FUNDIdentifierTxt
Form And Line ReferenceFORM 990 PF, PART XIV, LINE 3AFormAndLineReferenceDesc
Medium ExplanationSKYSTONE FOUNDATION INC $1,000,000.00NOW AND THERE INC $157,500.00FRIENDS OF ACADIA $5,000.00MOUNT DESERT LAND AND GARDEN PRESERVE $5,000.00DOWN EAST FAMILY YMCA $10,000.00ISLAND HOUSING TRUST $20,000.00MT DESERT ISLAND YMCA $10,000.00CAMP BEECH CLIFF $75,000.00MAINE COAST HERITAGE TRUST $50,000.00BOSTON CENTER FOR THE ARTS INC $5,000.00NORTH BENNET STREET SCHOOL $10,000.00PUBLIC ART FUND INC $10,000.00MUSEUM ASSOCIATES $25,000.00NEW ENGLAND AQUARIUM CORPORATION $25,000.00MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC $25,000.00MUSEUM OF MODERN ART $25,000.00WHITNEY MUSEUM OF AMERICAN ART $50,000.00EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC $50,000.00SANDY HOOK PROMISE FOUNDATION $50,000.00MASS GENERAL BRIGHAM INCORPORATED $50,000.00PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC $50,000.00UPSTREAM USA INC $50,000.00NEW ENGLAND MOUNTAIN BIKE ASSOCIATION INC $5000.00VERMONT MOUNTAIN BIKE ADVOCATE INC $5000.00COURAGEOUS SAILING CENTER FOR YOUTH INC $10,000.00NATIONAL OUTDOOR LEADERSHIP SCHOOL $25,000.00THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC $40,000.00CALIFORNIA INSTITUTE OF THE ARTS $10,000.00BRIMMER & MAY SCHOOL $15,000.00WALNUT HILL CENTER FOR THE ARTS INC $15,000.00PROCTOR ACADEMY $10,000.00CARROLL SCHOOL CORP $100,000.00MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALIBABA GROUP HOLDING LIMITED$227,055$18,541,007
MERSANA THERAPEUTICS$9,689$11,901
FIDELITY CONTRAFUND$571,067$602,702
FIDELITY LOW PRICED STOCK FUND$219,784$205,399

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,956LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,956DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX ADJUSTMENTDesc
Amt$94,596Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$4,210$4,210$0
STATE FILING FEE$275$0$275
MISCELLANEOUS EXPENSES$5$0$5

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$4,034Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.