MATTINA R PROCTOR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MATTINA R PROCTOR FOUNDATION (EIN 11-1067014)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202323069349101632
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-02T22:01:15-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042232383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 111067014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA R PROCTOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BROUDE & HOCHBERG LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 6177485107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY D HUTCHINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177485107 | PhoneNum |
| Signature | 2023-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY D | PersonFirstNm |
| Person Last | HUTCHINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN CRISAFULLI | PreparerPersonNm |
| PTIN | P00316616 | PTIN |
| Phone | 6177485100 | PhoneNum |
| Preparation | 2023-11-02 | PreparationDt |
| 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 | $17,128,065 | 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 |
| Interest On Sav Rev And Expnss | $564 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $564 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $368,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $368,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$48,313 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $853,664 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $133,778 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $133,778 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $454,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $503,156 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $121,601 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,801 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,901 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,578 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $111,069 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $80,669 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $319 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $319 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,874 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,352 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $284,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,552 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $145,789 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $784,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,552 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $645,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$329,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $375,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$4 | CashBOYAmt |
| Cash EOY | -$3 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $386,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,271 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,271 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,875,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,775,147 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,934,794 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,262,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,968,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,128,065 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,262,047 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,968,415 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,262,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,968,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,262,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,968,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,262,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$329,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,259 | OtherIncreasesAmt |
| Subtotal | $10,968,807 | SubtotalAmt |
| Other Decreases | $392 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,968,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200.000 SHS BROWN AND BROWN INC | P | 2020-09-21 | 2022-06-16 | $10,670 | $8,790 | $1,880 | $1,880 |
| 0.00417 SHS WARNER BROS DISC INC | P | 2005-02-20 | 2022-04-11 | ||||
| 7,500.000 SHS COMCAST CORP | P | 2020-09-21 | 2022-08-30 | $268,450 | $335,518 | -$67,068 | -$67,068 |
| 252.78285 SHS WARNER BROS DISC INC | P | 1989-02-02 | 2022-06-16 | $3,590 | $5,972 | -$2,382 | -$2,382 |
| 220.000 SHS EMBECTA CORP | P | 2020-09-21 | 2022-06-16 | $6,120 | $5,811 | $309 | $309 |
| 18.86529 SHS WARNER BROS DISC INC | P | 1989-02-28 | 2022-06-16 | $268 | $446 | -$178 | -$178 |
| 3,300.000 SHS OMNICOM GROUP | P | 2020-09-21 | 2022-08-30 | $223,481 | $166,680 | $56,801 | $56,801 |
| 145.11765 SHS WARNER BROS DISC INC | P | 1991-11-26 | 2022-06-16 | $2,061 | $5,141 | -$3,080 | -$3,080 |
| 0.750 SHS PROLOGIS INC | P | 2016-03-28 | 2022-10-03 | $79 | $35 | $44 | $44 |
| 580.47059 SHS WARNER BROS DISC INC | P | 1993-04-21 | 2022-06-16 | $8,243 | $24,771 | -$16,528 | -$16,528 |
| 1,120.000 SHS VULCAN MATERIALS CO | P | 2021-08-05 | 2022-08-30 | $186,082 | $200,480 | -$14,398 | -$14,398 |
| 1,451.17647 SHS WARNER BROS DISC INC | P | 2005-02-20 | 2022-06-16 | $20,609 | $74,829 | -$54,220 | -$54,220 |
| 47.000 SHS 3M CO | P | 2005-02-20 | 2022-08-30 | $5,812 | $4,015 | $1,797 | $1,797 |
| 18.58715 SHS WARNER BROS DISC INC | P | 2005-02-20 | 2022-06-16 | $264 | $762 | -$498 | -$498 |
| 67.000 SHS 3M CO | P | 2006-03-10 | 2022-08-30 | $8,287 | $4,830 | $3,457 | $3,457 |
| 786.000 SHS 3M CO | P | 2006-03-10 | 2022-08-30 | $97,203 | $56,663 | $40,540 | $40,540 |
| 100.000 SHS 3M CO | P | 2006-03-10 | 2022-08-30 | $12,367 | $7,209 | $5,158 | $5,158 |
| 0.05666 SHS WARNER BROS DISC INC | P | 1989-02-02 | 2022-04-11 | $1 | $1 | ||
| 0.00423 SHS WARNER BROS DISC INC | P | 1989-02-28 | 2022-04-11 | ||||
| 0.03253 SHS WARNER BROS DISC INC | P | 1991-11-26 | 2022-04-11 | $1 | $1 | ||
| 0.13012 SHS WARNER BROS DISC INC | P | 1993-04-21 | 2022-04-11 | $3 | $6 | -$3 | -$3 |
| 0.32529 SHS WARNER BROS DISC INC | P | 2005-02-20 | 2022-04-11 | $8 | $17 | -$9 | -$9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$48,313 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,221 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,221 | SubtotalAmt |
| Tax Based On Investment Income | $5,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,811 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,811 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,590 | OverpaymentAmt |
| Applied To ES Tax | $16,590 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MRPF.ORG | WebsiteAddressTxt |
| Individual With Books | JEFFREY D HUTCHINS | IndividualWithBooksNm |
| Phone | 6177485107 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY D HUTCHINS | ||||||||
| 75 FEDERAL STREET SUITE 1300 | BOSTON | MA | 02110 | TRUSTEE | 10.00 | $60,800 | $0 | $0 |
| WILLIAM I HOCHBERG | ||||||||
| 1900 AVENUE OF THE STARS 19TH FLOOR | LOS ANGELES | CA | 90067 | TRUSTEE | 10.00 | $60,801 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT ADMIN | ServiceTypeTxt |
| Compensation | $80,669 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,455,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,670,138 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,670,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,405,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $870,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $870,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,221 | TotalTaxAmt |
| Distributable Before Adj | $865,033 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $865,033 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $865,033 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $645,789 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $645,789 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $865,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $629,282 | UndistributedIncomePYAmt |
| Qualifying Distributions | $645,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $629,282 | AppliedToYear1Amt |
| Applied To Current Year | $16,507 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $848,526 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY D HUTCHINS TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177485107 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ACCEPTED FROM PUBLIC CHARITIES. APPLICATIONS SHOULD BE BY LETTER, AND CONTAIN A DESCRIPTION OF THE APPLICANT ORGANIZATION, PURPOSE AND BUDGET OF GRANT SOLICITED, AND PROOF OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFGHAN FUTURE FUNDROCKEFELLER PHIL | ||||||||
| 6 W 48TH ST 10TH FL | NEW YORK | NY | 10036 | N/A | PUB CHARITY | SUPPORT FOR AFGHANI ARTS/CULTURE | $10,000 | |
| AMERICAN FRIENDS OF MUSEUMS IN ISRA | ||||||||
| 405 LEXINGTON AVE STE 751 | NEW YORK | NY | 10174 | N/A | PUB CHARITY | TOWER OF DAVID MUSEUM OF HISTORY | $1,000 | |
| BELLFORGE ARTS CENTER | ||||||||
| 258 MAIN ST UNIT 1 | MEDFIELD | MA | 02052 | N/A | PUB CHARITY | NEW PERFORMING ARTS CENTER; PROGRAMS | $15,000 | |
| BERKLEE COLLEGE OF MUSIC | ||||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | N/A | PUB CHARITY | INST FOR ACCESSIBLE ARTS EDUCATION | $3,000 | |
| BOSTON BAROQUE | ||||||||
| 177 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUB CHARITY | SUPPORT FOR LIVESTREAM DIRECTOR ROLE | $5,000 | 17TH FL 1791 |
| BOSTON LYRIC OPERA | ||||||||
| 15 CHANNEL CENTER ST 106 | BOSTON | MA | 02210 | N/A | PUB CHARITY | SUBSIDIZED TICKET INITIATIVE | $10,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRAS | ||||||||
| 855 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PUB CHARITY | VERDI'S "LA TRAVIATA" | $15,000 | |
| CENTER FOR FURNITURE CRAFTSMANSHIP | ||||||||
| 25 MILL STREET | ROCKPORT | ME | 04856 | N/A | PUB CHARITY | GENERAL OPERATIONS | $9,000 | |
| CHAMELEON ARTS ENSEMBLE | ||||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | N/A | PUB CHARITY | 2022-2023 25TH ANNIVERSARY SEASON | $2,500 | |
| EMMANUEL MUSIC | ||||||||
| PO BOX 171184 | BOSTON | MA | 02117 | N/A | PUB CHARITY | GENERAL OPERATIONS | $15,000 | |
| FARNSWORTH ART MUSEUM | ||||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | EDUCATION AND GENERAL OPERATIONS | $30,000 | |
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PRIVATE FDN | 2022 SHAKESPEARE CONCERT | $25,000 | |
| FRACTURED ATLAS | ||||||||
| 228 PARK AVE SOUTH 56651 | NEW YORK | NY | 10003 | N/A | PUB CHARITY | NEAVE TRIO PROJECT | $21,000 | |
| FRIENDS OF ANIM | ||||||||
| 200 W 57TH STREET STE 4 | NEW YORK | NY | 10019 | N/A | PUB CHARITY | RESETTLEMENT OF ARTISTS | $3,000 | |
| FRIENDS OF ANIM | ||||||||
| 200 W 57TH STREET STE 4 | NEW YORK | NY | 10019 | N/A | PUB CHARITY | RESETTLEMENT OF ARTISTS | $3,000 | |
| FRIENDS OF CASTLE HEIGHTS | ||||||||
| 9755 CATTARAUGUS AVENUE | LOS ANGELES | CA | 90034 | N/A | PUB CHARITY | SUPPORT FOR MUSIC PROGRAMS | $6,000 | |
| GRAMMY MUSEUM FOUNDATION | ||||||||
| 800 W OLYMPIC BLVD | LOS ANGELES | CA | 90015 | N/A | PUB CHARITY | GRAMMY SIGNATURE SCHOOLS | $3,000 | SUITE A245 |
| GUITARS IN THE CLASSROOM | ||||||||
| 1286 UNIVERSITY AVE 389 | SAN DIEGO | CA | 92103 | N/A | PUB CHARITY | GENERAL OPERATIONS | $3,000 | |
| HANDEL AND HAYDN SOCIETY | ||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | N/A | PUB CHARITY | MOZART'S "LE NOZZE DI FIGARO" | $5,000 | |
| HELPING HANDS MONKEY HELPERS | ||||||||
| 541 CAMBRIDGE STREET | BOSTON | MA | 02134 | N/A | PUB CHARITY | ASSISTIVE TECH DEVICES FOR DISABLED | $1,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICE | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | N/A | PUB CHARITY | ADOPTION RESOURCES | $10,000 | |
| LOWN INSTITUTE | ||||||||
| 163 HIGHLAND AVENUE | NEEDHAM | MA | 02494 | N/A | PUB CHARITY | RIGHT CARE ALLIANCE CAMPAIGN | $25,000 | |
| MAINE MEDIA WORKSHOPS & COLLEGE | ||||||||
| 70 CAMDEN STREET | ROCKPORT | ME | 04856 | N/A | PUB CHARITY | GENERAL OPERATIONS | $3,000 | |
| NEW ENGLAND AQUARIUM | ||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PUB CHARITY | ANNUAL GIVING | $10,000 | |
| NEW ENGLAND CONSERVATORY | ||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUB CHARITY | ANNUAL FUND/DISCRETIONARY | $30,000 | |
| NEW MUSIC USA INC | ||||||||
| 114 JOHN STREET 998 | NEW YORK | NY | 10038 | N/A | PUB CHARITY | GENERAL OPERATIONS | $6,000 | |
| NEW MUSIC USA INC | ||||||||
| 114 JOHN STREET 998 | NEW YORK | NY | 10038 | N/A | PUB CHARITY | GENERAL OPERATIONS | $3,000 | |
| NORTHEASTERN UNIVERSITY SCHOOL OF L | ||||||||
| 416 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUB CHARITY | ANNUAL GIVING | $3,000 | |
| NORTHERN LIGHT MERCY HOSPITAL | ||||||||
| PO BOX 679 | PORTLAND | ME | 04104 | N/A | PUB CHARITY | MERCY FORE RIVER II CAMPAIGN | $25,000 | |
| OCEAN RIVER INSTITUTE | ||||||||
| PO BOX 380225 | CAMBRIDGE | MA | 02238 | N/A | PUB CHARITY | SPONSOR STUDENT SUMMER INTERN | $3,000 | |
| PARMA MUSIC FESTIVAL | ||||||||
| 223 LAFAYETTE ROAD | NORTH HAMPTON | NH | 03862 | N/A | PUB CHARITY | FOR MUSIC RECORDING | $33,400 | |
| PARMA MUSIC FESTIVAL | ||||||||
| 223 LAFAYETTE ROAD | NORTH HAMPTON | NH | 03862 | N/A | PUB CHARITY | FOR MUSIC RECORDING | $33,400 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PUB CHARITY | SUPPORT FOR RADIO PERKINS | $10,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUB CHARITY | GENERAL OPERATIONS | $2,000 | |
| PINE TREE LEGAL ASSISTANCE INC | ||||||||
| 88 FEDERAL STREET | PORTLAND | ME | 04101 | N/A | PUB CHARITY | GENERAL OPERATIONS | $2,000 | |
| POINTS NORTH INSTITUTE | ||||||||
| PO BOX 836 | CAMDEN | ME | 04843 | N/A | PUB CHARITY | 18TH CAMDEN INTL FILM FESTIVAL | $10,000 | |
| ROGERSON COMMUNITIES | ||||||||
| 1 FLORENCE STREET | BOSTON | MA | 02131 | N/A | PUB CHARITY | CAPITAL PROJECT UPGRADE BATHROOMS | $10,000 | |
| THE APPRENTICESHOP | ||||||||
| 655 MAIN STREET | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | GENERAL OPERATIONS | $3,000 | |
| THE APPRENTICESHOP | ||||||||
| 655 MAIN STREET | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | GENERAL OPERATIONS | $3,000 | |
| THE COMMUNITY HOUSE | ||||||||
| 284 BAY ROAD | SOUTH HAMILTON | MA | 01982 | N/A | PUB CHARITY | CENTENNIAL SQUARE PROJECT | $2,000 | |
| THE COMMUNITY HOUSE | ||||||||
| 284 BAY ROAD | SOUTH HAMILTON | MA | 01982 | N/A | PUB CHARITY | PATRON/ARTS ENDOWMENT FUND | $12,500 | |
| THE CONTINUANCE FOUNDATION | ||||||||
| 705 W 9TH ST 2103 | LOS ANGELES | CA | 90015 | N/A | PUB CHARITY | MUSICIANS' MENTAL HEALTH | $3,000 | |
| THE FIELD | ||||||||
| 75 MAIDEN LN STE 906 | NEW YORK | NY | 10038 | N/A | PUB CHARITY | LEON KIRCHNER BOOK | $2,500 | |
| THE KNITTING CONNECTION INC | ||||||||
| PO BOX 560065 | WEST MEDFORD | MA | 02156 | N/A | PUB CHARITY | GENERAL OPERATIONS | $1,000 | |
| THE PRICE CENTER | ||||||||
| 27 CHRISTINA STREET | NEWTON | MA | 02461 | N/A | PUB CHARITY | SPRING SPONSORSHIP APPEAL | $2,500 | |
| TREKKERS INC | ||||||||
| 325 OLD COUNTY ROAD | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | CORE EXPEDITION PROJECT | $3,000 | |
| ULYSSES QUARTET FOUNDATION | ||||||||
| 820 RIVERSIDE DRIVE 2D | NEW YORK | NY | 10032 | N/A | PUB CHARITY | CARNEGIE HALL CONCERT | $7,200 | |
| ULYSSES QUARTET FOUNDATION | ||||||||
| 820 RIVERSIDE DRIVE 2D | NEW YORK | NY | 10032 | N/A | PUB CHARITY | CARNEGIE HALL CONCERT | $3,500 | |
| UNIVERSITY OF NEW ENGLAND | ||||||||
| 716 STEVENS AVENUE | PORTLAND | ME | 04103 | N/A | PUB CHARITY | GENERAL OPERATIONS | $40,000 | |
| WALKER THERAPEUTIC & EDUCATIONAL PR | ||||||||
| 1968 CENTRAL AVENUE | NEEDHAM | MA | 02492 | N/A | PUB CHARITY | GENERAL OPERATIONS | $10,000 | |
| WORCESTER PUBLIC LIBRARY FOUNDATION | ||||||||
| 3 SALEM SQUARE | WORCESTER | MA | 01608 | N/A | PUB CHARITY | 2022 SUMMER READING PROGRAM | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $564 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $368,814 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $133,778 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$48,313 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $454,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $454,843 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | B&H - TAX | CategoryTxt |
| Amt | $6,578 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 1,900 SHS | $200,973 | $208,601 |
| ACCENTURE PLC IRELAND - 825 SHS | $152,378 | $220,143 |
| AIR PRODUCTS & CHEM - 690 SHS | $200,856 | $212,699 |
| AMAZON.COM INC - 3,575 SHS | $516,894 | $300,300 |
| AMGEN, INC - 1,200 SHS | $295,274 | $315,168 |
| ANALOG DEVICES INC - 1,355 SHS | $152,015 | $222,261 |
| APPLE INC 5,400 SHS | $370,394 | $701,622 |
| APPLIED MATERIALS INC - 4,600 SHS | $254,482 | $447,948 |
| AT&T INC - 10,200 SHS | $364,822 | $187,782 |
| AUTOMATIC DATA PROCESSING - 945 SHS | $152,497 | $225,723 |
| BECTON DICKINSON & CO - 1,100 SHS | $247,485 | $279,730 |
| BLACKROCK INC - 384 SHS | $239,938 | $272,114 |
| BRISTOL MYERS SQUIBB CO - 4,688 SHS | $114,551 | $337,302 |
| BROADCOM INC - 526 SHS | $152,065 | $294,102 |
| BROWN AND BROWN INC - 5,200 SHS | $228,529 | $296,244 |
| CATERPILLAR INC - 3,400 SHS | $250,676 | $814,504 |
| CHENIERE ENERGY INC - 1,680 SHS | $267,314 | $251,933 |
| CHEVRON CORP - 2,670 SHS | $327,057 | $479,238 |
| CISCO SYSTEMS INC - 7,000 SHS | $209,605 | $333,480 |
| COMCAST CORP NEW CL A - 0 SHS | ||
| COSTCO WHOLESALE CORP - 1,120 SHS | $350,133 | $511,280 |
| CVS HEALTH CORP - 4,750 SHS | $308,581 | $442,653 |
| DISNEY CO - 3,900 SHS | $351,546 | $338,832 |
| DOW INC - 4,900 SHS | $301,154 | $246,911 |
| DUKE ENERGY CORP - 2,475 SHS | $112,112 | $254,900 |
| DUKE REALTY CORP - 0 SHS | ||
| EMERSON ELECTRIC CO - 3,400 SHS | $173,086 | $326,604 |
| GENUINE PARTS CO - 2,000 SHS | $199,206 | $347,020 |
| HOME DEPOT INC - 1,400 SHS | $345,017 | $442,204 |
| JP MORGAN CHASE & CO - 4,400 SHS | $160,149 | $590,040 |
| MCDONALDS CORP - 1,245 SHS | $250,809 | $328,095 |
| MERCK & CO INC - 5,000 SHS | $302,836 | $554,750 |
| MICROSOFT CORP - 5,725 SHS | $429,770 | $1,372,970 |
| NIKE INC CL B - 4,100 SHS | $429,539 | $479,741 |
| OMNICOM GROUP - 0 SHS | ||
| ORACLE CORP - 4,788 SHS | $276,988 | $391,371 |
| PAYCHEX INC - 3,600 SHS | $290,902 | $416,016 |
| PFIZER INC - 7,189 SHS | $107,652 | $368,364 |
| PROCTER & GAMBLE CO - 1,800 SHS | $94,807 | $272,808 |
| PROLOGIS INC - 973 SHS | $44,787 | $109,686 |
| RAYTHEON TECHNOLOGIES CORP - 3,300 S | $120,460 | $333,036 |
| STARBUCKS CORP - 2,950 SHS | $244,327 | $292,640 |
| STATE STREET CORP - 3,500 SHS | $50,848 | $271,495 |
| TARGET CORP - 1,400 SHS | $207,942 | $208,656 |
| UNION PACIFIC CORP - 2,000 SHS | $24,013 | $414,140 |
| UNITEDHEALTH GROUP INC - 800 SHS | $238,785 | $424,144 |
| US BANCORP - 6,500 SHS | $191,360 | $283,465 |
| VERIZON COMMUNICATIONS - 4,270 SHS | $136,356 | $168,238 |
| VULCAN MATERIALS CO - 1,120 SHS | ||
| WALMART, INC - 2,425 SHS | $334,177 | $343,841 |
| 3M CO - 0 SHS |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | B&H - NON-PROFIT | CategoryTxt |
| Legal Fees | $1,901 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SSB DIVIDENDS REPORTED IN 2022 RECEIVED IN 2023 | Desc |
| Amt | $392 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| LIABILITY INSURANCE | $1,304 | ||
| ADVERTISING | $4,000 | $4,000 | |
| STATE STREET CUSTODY FEES | $110 | $110 | |
| WELLS FARGO INVESTMENT FEE | $36,242 | $36,242 | |
| MA FORM PC FILING FEE | $125 | ||
| MEMBERSHIP DUES | $795 | ||
| OFFICE EXPENSE | $298 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCTOR HEIRS TRUST | Desc |
| Revenue And Expenses Per Books | $133,778 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $133,778 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PHT NONTAXABLE DISTRIBUTION | $35,792 |
| WF NONDIVIDEND DISTRIBUTIONS | $464 |
| ROUNDING | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| B&H - GRANT ADMIN | $80,669 | $80,669 | |
| B&H - TRUSTEE/TRUST ADMIN | $30,400 | $30,400 |
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