STEPHEN AND ALICE CUTLER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND ALICE CUTLER FAMILY FOUNDATION (EIN 04-6906429)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202343119349101824
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T15:10:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042759781 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALDRON H RAND & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 WASHINGTON STREET SUITE 200 | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | 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 | 046906429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN AND ALICE CUTLER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 6177319074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 SEAVER STREET E200 | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CUTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177319074 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | CUTLER | 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 | BRIAN DLUGASCH | PreparerPersonNm |
| PTIN | P01394490 | PTIN |
| Phone | 7814495825 | 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 | $2,453,299 | 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 |
| Dividends Rev And Expnss | $73,219 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,219 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $814,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,596 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $110,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,815 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,291 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,980 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,980 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $703 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $330 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,012 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,322 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,322 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $282,814 | CashBOYAmt |
| Cash EOY | $656,774 | CashEOYAmt |
| Cash EOYFMV | $656,774 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,835,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,451,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,451,263 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $418,918 | OtherAssetsBOYAmt |
| Other Assets EOY | $345,262 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $345,262 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,537,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,453,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,453,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,537,495 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,453,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,537,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,453,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,537,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,453,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,537,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,466,864 | SubtotalAmt |
| Other Decreases | $13,565 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,453,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOUBLELINE FLEXIBLE INCOME CL I, DFLEX, XXX-XX-XXXX | P | 2021-07-30 | 2022-07-26 | $3,542 | $3,793 | -$251 | -$251 |
| MARAVAI LIFESCIENCESHLDGS INC COM CL A, MRVI, 56600D107 | P | 2021-09-09 | 2022-07-08 | $3,159 | $6,207 | -$3,048 | -$3,048 |
| SPDR PORTFOLIO EMERGING MARKETS ETF, SPEM, 78463X509 | P | 2021-12-21 | 2022-10-10 | $34,303 | $44,636 | -$10,333 | -$10,333 |
| AILERON THERAPEUTICSINC COM NEW, ALRN, 00887A204 | P | 2019-10-22 | 2022-11-14 | $1 | $2 | -$1 | -$1 |
| BLACKSTONE INC, BX, 09260D107 | P | 2019-01-30 | 2022-01-27 | $140,630 | $36,264 | $104,366 | $104,366 |
| CLARIVATE PLC COM NPV, CLVT, G21810109 | P | 2020-05-26 | 2022-08-29 | $31,743 | $50,316 | -$18,573 | -$18,573 |
| DOCUSIGN INC COM, DOCU, XXX-XX-XXXX | P | 2020-03-16 | 2022-01-31 | $32,115 | $21,644 | $10,471 | $10,471 |
| DOUBLELINE FLEXIBLE INCOME CL I, DFLEX, XXX-XX-XXXX | P | 2017-01-26 | 2022-07-26 | $91,700 | $102,395 | -$10,695 | -$10,695 |
| ECOLAB INC, ECL, XXX-XX-XXXX | P | 2020-09-30 | 2022-04-21 | $50,981 | $52,410 | -$1,429 | -$1,429 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORA, LQD, XXX-XX-XXXX | P | 2020-08-05 | 2022-05-09 | $55,375 | $69,265 | -$13,890 | -$13,890 |
| PAYPAL HLDGS INC COM, PYPL, 70450Y103 | P | 2020-03-16 | 2022-02-02 | $14,970 | $11,514 | $3,456 | $3,456 |
| SALESFORCE INC COM, CRM, 79466L302 | P | 2020-03-16 | 2022-06-01 | $24,580 | $18,768 | $5,812 | $5,812 |
| SLR INVESTMENT CORP COM, SLRC, 83413U100 | P | 2012-12-07 | 2022-09-28 | $81,031 | $128,951 | -$47,920 | -$47,920 |
| SMARTSHEET INC COM CL A, SMAR, 83200N103 | P | 2019-05-09 | 2022-01-25 | $25,447 | $18,855 | $6,592 | $6,592 |
| SPDR PORTFOLIO EMERGING MARKETS ETF, SPEM, 78463X509 | P | 2020-03-16 | 2022-10-10 | $40,259 | $35,722 | $4,537 | $4,537 |
| STARBUCKS CORP COM USD0.001, SBUX, XXX-XX-XXXX | P | 2020-03-16 | 2022-06-23 | $34,967 | $35,433 | -$466 | -$466 |
| TREX COMPANY INC, TREX, 89531P105 | P | 2020-09-22 | 2022-04-06 | $65,915 | $53,504 | $12,411 | $12,411 |
| TRIMBLE INC COM, TRMB, XXX-XX-XXXX | P | 2020-12-11 | 2022-10-03 | $44,967 | $50,102 | -$5,135 | -$5,135 |
| VANGUARD TAX-MANAGEDINTL FD FTSE DEV MKT, VEA, XXX-XX-XXXX | P | 2020-03-16 | 2022-03-04 | $33,919 | $22,898 | $11,021 | $11,021 |
| WARNER BROS DISCOVERY INC COM SER A, WBD, XXX-XX-XXXX | P | 2019-08-19 | 2022-10-07 | $5,022 | $14,351 | -$9,329 | -$9,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,575 | 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 | $6,575 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,373 | OverpaymentAmt |
| Applied To ES Tax | $5,373 | 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 | JOHN CUTLER | IndividualWithBooksNm |
| Phone | 6177319074 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 SEAVER ST UNIT E-200 | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN CUTLER DECEASED | ||||||||
| 120 SEAVER ST UNIT E-200 | BROOKLINE | MA | 02445 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ALICE CUTLER | ||||||||
| 120 SEAVER ST UNIT E-200 | BROOKLINE | MA | 02445 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELLEN LEVY | ||||||||
| 350 CLAYTON RD | SCARSDALE | NY | 10583 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN CUTLER | ||||||||
| 445 W ARLINGTON PLACE UNIT 3W | CHICAGO | IL | 60614 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY BERUBE | ||||||||
| 3 PLAYGROUND RD | HINGHAM | MA | 02043 | TRUSTEE | 8.00 | $30,000 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 NORTH RIVERSIDE PLAZA | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT AND ASSET MANAGEMENT | ServiceTypeTxt |
| Compensation | $21,727 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,544,913 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $614,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $382,090 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,541,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,541,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,503,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,177 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,177 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,202 | TotalTaxAmt |
| Distributable Before Adj | $123,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $123,975 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $123,975 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $25,032 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,257 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,975 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,975 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,314 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,314 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $21,057 | ExcessFromYear2Amt |
| Excess From Year1 | $22,257 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN CUTLER DECEASED | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN CUTLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 SEAVER ST UNIT E-200 | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177319074 | RecipientPhoneNum |
| Form And Info And Materials | LETTER INDICATING AMOUNT AND REASON REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ERIKSON INSTITUTE | ||||||
| 451 N LA SALLE DR | CHICAGO | IL | 60654 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $2,000 |
| BOSTON MED FLIGHT | ||||||
| 150 HANSCOM DR | BEDFORD | MA | 01730 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $10,000 |
| JONATHAN M TISCH COLLEGE OF CIVIC LIFE | ||||||
| BARNUM HALL 163 PACKARD AVE | MEDFORD | MA | 02155 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $2,500 |
| COMBINED JEWISH PHILANTHROPIES | ||||||
| 126 HIGH ST | BOSTON | MA | 02110 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $70,000 |
| CRADLES TO CRAYONS | ||||||
| 281 NEWTONVILLE AVE | NEWTONVILLE | MA | 02460 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $5,000 |
| SHIRLEY RYAN ABILITY LAB | ||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $1,500 |
| AGAHOZO SHALOM YOUTH VILLAGE | ||||||
| 234 5TH AVE 2ND FLOOR SUITE 209 | NEW YORK | NY | 10001 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $3,000 |
| HEAR SCHOLARSHIP FOUNDATION | ||||||
| PO BOX 260 | GLENVIEW | IL | 60025 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $1,000 |
| TUFTS INIVERSITY | ||||||
| 274 TREMONT ST | BOSTON | MA | 02111 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $20,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | 501(C)(3) | PURPOSE DESIGNATED BY THE RECIPIENT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | 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 | $73,219 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,815 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,291 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WILLIAM BLAIR | StockNm |
| EOY Book Value | $1,451,263 | EOYBookValueAmt |
| EOYFMV | $1,451,263 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LATHAM FARMS | $195,350 | $181,294 | $181,294 |
| SIA DEBT OPP FUND | $220,554 | $163,968 | $163,968 |
| SDOF AIV | $3,014 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $13,565 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES - INVESTMENTS | $2,012 | $2,012 | $0 | $0 |
| OFFICE | $95 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AGENCY FEES | $21,727 | $21,727 | $0 | $0 |
| INVESTMENT FEES - K-1 | $253 | $253 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MA FILING FEES | $35 | $0 | $0 | $0 |
| FOREIGN TAX | $330 | $330 | $0 | $0 |
Comments