HERB CHAMBERS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HERB CHAMBERS CHARITABLE FOUNDATION INC (EIN 45-4069504)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349105053
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:00:09-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061326802 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Federman Lally & Remis LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 Farmington Ave | AddressLine1Txt |
| City | Farmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | 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 | 454069504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Herb Chambers Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 8606520022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 Eastern Boulevard | AddressLine1Txt |
| City | Glastonbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James A Duchesneau | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8606520022 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | Duchesneau | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott A Goodwin | PreparerPersonNm |
| PTIN | P00819625 | PTIN |
| Phone | 8606787100 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,429,844 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,818 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,818 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $304,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,983 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $306,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $306,801 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $38,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,946,439 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,946,439 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,992,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,946,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,685,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,597 | CashBOYAmt |
| Cash EOY | $100,773 | CashEOYAmt |
| Cash EOYFMV | $100,773 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $854 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $30,584,957 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,329,071 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,329,071 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,735,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,429,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,429,844 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,500 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $635,158 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $642,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,092,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,422,344 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,092,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,422,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,735,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,429,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,092,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,685,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,407,491 | SubtotalAmt |
| Other Decreases | $7,985,147 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,422,344 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130 | 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 | $130 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $189 | EsPenaltyAmt |
| Tax Due | $4,324 | TaxDueAmt |
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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | Available for inspection at corporate offices | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James A Duchesneau | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8606520022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 Eastern Boulevard | AddressLine1Txt |
| City | Glastonbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06033 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Herbert G Chambers | ||||||||
| 47 Eastern Boulevard | Glastonbury | CT | 06033 | President and Treasurer | 1.00 | $0 | $0 | $0 |
| James A Duchesneau | ||||||||
| 47 Eastern Boulevard | Glastonbury | CT | 06033 | Secretary | 1.00 | $0 | $0 | $0 |
| George H Chambers | ||||||||
| 47 Eastern Boulevard | Glastonbury | CT | 06033 | Director | 1.00 | $0 | $0 | $0 |
| Melissa Steffy | ||||||||
| 1168 Commonwealth Avenue | Boston | MA | 02134 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,392,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,394,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,394,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $365,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,028,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,201,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,201,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,265 | TotalTaxAmt |
| Distributable Before Adj | $1,197,166 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,197,166 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,197,166 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,946,439 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,946,439 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,197,166 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,820,258 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $833,250 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $647,061 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $617,927 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $645,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,563,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,946,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,197,166 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $749,273 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,312,881 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,820,258 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,492,623 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $833,250 | ExcessFromYear4Amt |
| Excess From Year3 | $647,061 | ExcessFromYear3Amt |
| Excess From Year2 | $617,927 | ExcessFromYear2Amt |
| Excess From Year1 | $645,112 | ExcessFromYear1Amt |
| Excess From Current Year | $749,273 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Herbert G Chambers | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amego Inc | |||||||
| 33 Perry Avenue | Attleboro | MA | 02703 | None | Public Charity | General Operations | $1,000 |
| Animal Rescue League of Boston | |||||||
| 10 Chandler Street | Boston | MA | 02116 | None | Public Charity | General Operations | $10,000 |
| BHS Innovation Fund | |||||||
| PO Box 470587 | Brookline Village | MA | 02447 | None | Public Charity | General Operations | $5,000 |
| Boston Childrens Hospital | |||||||
| 401 Park Drive suite 602 | Boston | MA | 02215 | None | Public Charity | General Operations | $5,000 |
| Boston Symphony Orchestra | |||||||
| 301 Massachusetts Ave | Boston | MA | 02115 | None | Public Charity | General Operations | $6,000 |
| Bridge Over Troubled Waters | |||||||
| 47 West Street | Boston | MA | 02111 | None | Public Charity | General Operations | $25,276 |
| Campaign For Catholic Schools | |||||||
| 66 Brooks Drive | Braintree | MA | 02184 | None | Public Charity | General Operations | $10,000 |
| English High Alumni Association | |||||||
| 980-990 Washington Street Suite 200 | Dedham | MA | 02026 | None | Public Charity | General Operations | $25,000 |
| High Hopes Therapeutic Riding | |||||||
| 36 Town Woods Road | Old Lyme | CT | 06371 | None | Public Charity | General Operations | $1,200 |
| Mass Mentoring Program | |||||||
| 75 Kneeland Street 11th Floor | Boston | MA | 02111 | None | Public Charity | General Operation | $10,000 |
| Massachusetts Eye and Ear Infirmary | |||||||
| 243 Charles Street | Boston | MA | 02114 | None | Public Charity | General Operations | $200,000 |
| Massachusetts General Hospital | |||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | None | Public Charity | General Operations | $49,627 |
| New England Center for Homeless | |||||||
| 117 Court Street | Boston | MA | 02109 | None | Public Charity | General Operations | $15,000 |
| Pine Street Inn | |||||||
| 434 Harrison Avenue | Boston | MA | 02118 | None | Public Charity | General Donations | $25,047 |
| Ron Burton Training Village | |||||||
| POBox 2 | Hubbardston | MA | 01452 | None | Public Charity | General Operations | $987,550 |
| Saint Mary's Center For Women | |||||||
| 90 Cushing Avenue | Dorchester | MA | 02125 | None | Public Charity | General Operations | $25,000 |
| The Home for Little Wanderers | |||||||
| 271 Huntington Avenue | Boston | MA | 02115 | None | Public Charity | General Operations | $5,000 |
| Wildflower ( For Rodman Ride) | |||||||
| 271 Lincoln Street Suite 12 | Lexington | MA | 02421 | None | Public Charity | General Operations | $1,500 |
| American Red Cross of Mass | |||||||
| 101 Station Landing Suite 510 | Medford | MA | 02155 | None | Public Charity | General Operations | $50,000 |
| Impact Melanoma | |||||||
| One Concord Farms 490 Virginia Road | Concord | MA | 01742 | None | Public Charity | General Operations | $40,000 |
| Boys & Girls Club of Dorchester | |||||||
| 65 Tainter Street | Worcester | MA | 01610 | None | Public Charity | General Operations | $200,000 |
| Sail to Prevail | |||||||
| PO Box 1264 | Newport | RI | 02840 | None | Public Charity | General Operations | $25,000 |
| Burlington Area Chamber of Commerce | |||||||
| 265 Winn Street suite 302 | Burlington | MA | 01803 | None | Public Charity | General Operations | $10,000 |
| Massachusetts Affordable Housing Alliance | |||||||
| 1803 Dorchester Avenue | Dorchester | MA | 02124 | None | Public Charity | General Operations | $5,000 |
| The Cambridge Recreation Program | |||||||
| 51 Inman Street | Cambridge | MA | 02139 | None | Public Charity | General Operations | $5,000 |
| Licoln School PTO | |||||||
| 19 Kennard Road | Brookline | MA | 02445 | None | Public Charity | General Operations | $500 |
| PMC The Jimmy Fund | |||||||
| 10 Brookline Place West 6th Floor | Brookline | MA | 02445 | None | Public Charity | General Operations | $2,000 |
| American Cancer Society | |||||||
| 30 Speen Street | Framingham | MA | 01701 | None | Public Charity | General Operations | $2,500 |
| Goldman Sachs Philanthrophy Fund | |||||||
| PO Box 15203 | Albany | NY | 122125203 | None | Public Charity | General Operations | $49,132 |
| Alzheimers Association | |||||||
| 225 N Michigan Avenue 17th Floor | Chicago | IL | 60601 | None | Public Charity | General Operations | $49,099 |
| Massachusetts Fallen Heroes | |||||||
| 5971 N Patriot Drive | Owasso | OK | 74055 | None | Public Charity | General Operations | $25,008 |
| Last Hope K9 Rescue | |||||||
| 71 Commercial Street 184 | Boston | MA | 02109 | None | Public Charity | General Operations | $25,000 |
| The Navy Seal Foundation | |||||||
| 1619 D Street | Virginia Beach | VA | 23455 | None | Public Charity | General Operations | $25,000 |
| Team IMPACTS | |||||||
| 75 Newbury Street | Boston | MA | 02116 | None | Public Charity | General Operations | $10,000 |
| The Greater Boston Veterans Collaborative | |||||||
| 77 Warren Street Bldg 2 | Brighton | MA | 02135 | None | Public Charity | General Operations | $5,000 |
| St Mark Community Education Program | |||||||
| 25 Beach Street | Dorchester | MA | 02122 | None | Public Charity | General Operations | $5,000 |
| The Friends of the Medford Family Network | |||||||
| PO Box 128 | Medford | MA | 02155 | None | Public Charity | General Operations | $2,500 |
| Chabad of South Shore | |||||||
| 13 Beals Cove Road Unit E | Hingham | MA | 02043 | None | Public Charity | General Operations | $2,500 |
| King Philip Shrine Club | |||||||
| 1795 Bay Street | Taunton | MA | 02780 | None | Public Charity | General Operations | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,946,439 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,818 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $304,983 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $306,801 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $306,801 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Investment income earned on portfolio balance used to pay expense |
| 4 | Investment income earned on portfolio balance used to pay expense |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees - accounting | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Goldman Sachs Investment | StockNm |
| EOY Book Value | $20,329,071 | EOYBookValueAmt |
| EOYFMV | $20,329,071 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized losses on investments | Desc |
| Amt | $7,985,147 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $854 | $0 | $0 |
| Investment Brokerage Fees | $37,267 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Earnings | Desc |
| BOY Book Value | $635,158 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Herbert G Chambers | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 Eastern Boulevard | AddressLine1Txt |
| City | Glastonbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06033 | ZIPCd |
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