EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2023-12-01
- IRS object ID
- 202323359349100512
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-01T14:54:06-06:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046002496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNARD BONN III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2023-11-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERNARD | PersonFirstNm |
| Person Last | BONN III | 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 | YUPING ZHANG CPA | PreparerPersonNm |
| PTIN | P01348992 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2023-11-27 | PreparationDt |
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 | $11,349,328 | 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 | $32,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $68,520 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68,520 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $191,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,738,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $286,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,826 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 |
| Legal Fees Rev And Expnss | $40,407 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,082 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $32,325 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,092 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,619 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,473 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,837 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,497 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $340 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,252 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,753 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,579 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,203 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $408,517 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $408,517 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $544,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,203 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $457,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$257,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,623 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $800,254 | CashBOYAmt |
| Cash EOY | $808,555 | CashEOYAmt |
| Cash EOYFMV | $808,555 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,500,895 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,726,246 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,564,078 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,283,757 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,894,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,970,387 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,149,088 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,297,214 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,162,628 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,202,436 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,952,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,843,680 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,024 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,024 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $10,936,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,679,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,349,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,436,430 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,179,045 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,936,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,679,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,936,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,679,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,936,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$257,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,016 | OtherIncreasesAmt |
| Subtotal | $10,681,250 | SubtotalAmt |
| Other Decreases | $2,205 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,679,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY #XX9220 - LT SALE | P | 2023-07-31 | $388,657 | $421,196 | -$32,539 | -$32,539 |
| MORGAN STANLEY #XX9220 - ST SALE | P | 2023-07-31 | $119,273 | $121,240 | -$1,967 | -$1,967 |
| MORGAN STANLEY #XX7616 - LT SALE | P | 2023-07-31 | $2,057,278 | $2,024,186 | $33,092 | $33,092 |
| MORGAN STANLEY #XX7616 - ST SALE | P | 2023-07-31 | $1,240,029 | $1,325,909 | -$85,880 | -$85,880 |
| MORGAN STANLEY #XX1120 - LT SALE | P | 2023-07-31 | $606,115 | $578,236 | $27,879 | $27,879 |
| MORGAN STANLEY #XX1120 - ST SALE | P | 2023-07-31 | $314,684 | $272,296 | $42,388 | $42,388 |
| CAPITAL GAINS DIVIDENDS | P | $12,174 | $12,174 | $12,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,853 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,538 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,538 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,040 | 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 | $11,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $8,492 | OverpaymentAmt |
| Applied To ES Tax | $8,492 | 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 | WWW.EDWARDSFUND.ORG | WebsiteAddressTxt |
| Individual With Books | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BERNARD BONN III | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARGARET FLANAGAN | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| TIMOTHY BLANK | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY SMITH BARNEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $60,412 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT SCHOLARSHIPS TO COLLEGE STUDENTS | Description1Txt |
| Expenses1 | $408,517 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,923,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $891,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,815,720 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,815,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,653,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $532,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $532,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,538 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,538 | TotalTaxAmt |
| Distributable Before Adj | $530,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $530,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $530,136 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $457,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $457,234 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $530,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $158,597 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $457,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $158,597 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $298,637 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $231,499 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARDS SCHOLARSHIP FUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MADE THROUGH FUND'S WEBSITE; WWW.EDWARDSFUND.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1ST FOR FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | STUDENTS' FAMILY HAS TO RESIDE IN BOSTON SINCE BEGINNING OF STUDENTS' JUNIOR YEAR IN HIGH SCHOOL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABIGAELLE NORBRUN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ADAM WERTHEIMER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| AISLING MCQUAID | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| AMANDA SU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| ANH HONG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| ARBRI LEKA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| ARON LE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| AUTUMN JOHNSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| BERGELINE HILARIE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| BITANIA ADMASU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| BLERYNTHON LANGLOIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| BRIGHT IGBINOSA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $2,000 |
| CAITLIN WILLIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| CASSANDRA MIDY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| CHRISLEEN HERARD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| CHRISTINA ZHU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| CHRISTINE TRAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| CONOR KELLY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| CHRISTOPHER TRAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| DAVID THAI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| DEJA STRAUGHTER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| DESANI CRAWFORD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ELIZA FLEMING | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| ELIZANGI ARAUJO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| FEN HUSSAIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| GABRIELLA IZZO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| GAR WAI LEE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| GISSELLE VITTINI RUIZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| GUI YING LIU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HENRY OHMAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| JAILENE GUZMAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| JAKE HARRISON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JANAISHA DELCOMPARE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| JAYCEE BULLOCK | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| JOHN BRADLEY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| JONATHAN WEISS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| JONNAI HOWARD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| JULIE LEE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| KELEYIA ROCHELLE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| KIMI NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LILLIAN GIBSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARISELA GUITY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| MARTINA ALBIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| MARY GHAZALEH | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARYAN HASSAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| MEHDI KAYI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| MELEY KELATI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| MYRSAIDA BARON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| NAOD ZACHARIAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| NORDA LINO-KELLY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NY HO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| QIANYING GUAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| SAADIQAH YUSUF | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SOLANNY PEGUERO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| STEEVEN CAJUSTE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| SUMAYA SALAT | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| TARA KIRCHMEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| VICTOR CHEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| WENDI GJATA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| WILSI TAVERAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $4,000 |
| YUNIS EGAL | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| PATRICK CHEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DANIEL SIVACHENKO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| IMANI GAINES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| KYLA COHEN-LESLEY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISTIAN RUDDER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MONICA TRAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| STANAELLE CELESTIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ZACHORY DURHAM | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ALIYAH HAMILTON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ARIANNA MARTINEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LUXI YU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LIAM RIMAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| ALISSA PRINSTON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISTOPHER CATUBIG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MONIFER VACA SOLARES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MALIK MARTIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| AALIYAH HOLLAND | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ZACHARY MELO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| GISELLE RODRIGUEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| TIFFANY DANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HUY GIANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHOICE MCCARTY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $2,517 |
| EMILY ARAUJO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SUSAN HAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SOPHIA SAI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NICOLETA SAVVIDIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DANIEL SCIBELLI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NOSICA VERDIEU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| VICKY YANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MAKAYLA RENE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ZIQI ZHEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ELLEN LINSO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ALISSA BEND | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAMES CALCI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAYLEN MONDON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANDRIANNA LEON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JACE WAI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SAMMI NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CRISTIAN ROBY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $5,000 |
| POLANSKY BRUNY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SELENA DAVIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HOANG AN KHANG LE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NICKOLAS SIRAFOS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SARA CROWTHER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $408,517 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,520 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $254,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,973 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST FROM MONEY MARKET FUND |
| 4 | INTEREST AND DIVIDENDS FROM STOCKS AND BONDS |
| 8 | GAIN ON THE SALES OF VARIOUS SECURITIES |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (14 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Payroll ContributionPayrollContributionInd |
|---|---|---|---|---|---|---|---|
| TIMOTHY BARROWS & MARGARET FLANAGAN | |||||||
| 1 | 31 ST JAMES AVENUE SUITE 740 | BOSTON | MA | 02116 | $5,000 | Yes (X) | |
| JAMES LI | |||||||
| 2 | 7 CAMBRIDGE TERRACE | ALLSTON | MA | 02134 | $100 | Yes (X) | |
| BRIAN & JANET MCGILLICUDDY | |||||||
| 3 | 620 ROLLING SPRINGS DRIVE | CARY | NC | 275191871 | $450 | Yes (X) | |
| ELIOTT MORRA | |||||||
| 4 | 85 SALEM END LANE | FRAMINGHAM | MA | 01702 | $500 | Yes (X) | |
| MICHAEL LIZOTTE | |||||||
| 5 | 774 MAIN STREET | BREWSTER | MA | 02631 | $10,000 | Yes (X) | |
| JOAN YEATTS | |||||||
| 6 | 303 9TH AVE W | KALISPELL | MT | 59901 | $100 | Yes (X) | |
| SAMUEL RUBINOVITZ | |||||||
| 7 | ARCHBOLD LAW FIRM PA 2389 RINGLING | SARASOTA | FL | 34237 | $10,000 | Yes (X) | |
| CAROL MATULA | |||||||
| 8 | 113 MID OCEAN | WILLIAMSBURG | VA | 23188 | $1,000 | Yes (X) | |
| ANTHONY BENEDETTI | |||||||
| 9 | 3 WEST STREET | ARLINGTON | MA | 02476 | $250 | Yes (X) | |
| VINH N HO | |||||||
| 10 | 1064 DORCHESTER AVE 3 | DORCHESTER | MA | 02125 | $2,500 | Yes (X) | |
| DENNIS & MAURA SULLIVAN | |||||||
| 11 | 58 BRISTOL RD | WELLESLEY | MA | 02481 | $100 | Yes (X) | |
| LAWRENCE CHAN | |||||||
| 12 | 10 HILLTOP AVENUE | LEXINGTON | MA | 02421 | $950 | Yes (X) | |
| AVAGO TECHNOLOGIES US INC | |||||||
| 13 | 300 BRICKSTONE SQ SUITE 601 | ANDOVER | MA | 01810 | $100 | Yes (X) | |
| UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY | |||||||
| 14 | PO BOX 51381 | BOSTON | MA | 022051381 | $950 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICES FEES | CategoryTxt |
| Amt | $18,092 | Amt |
| Net Investment Income | $3,619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,473 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (26 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21000 ENTERPRISE PRODUCTS OPERATING LLC | $21,005 | $18,843 |
| 22000 MICROSOFT CORP | $21,985 | $15,056 |
| 22269.316 LOOMIS SAYLES CORE PLUS BD Y | $269,460 | $257,656 |
| 23000 ANHEUSER-BUSCH INBEV FINANCE INC | $24,024 | $22,264 |
| 23000 BANK OF AMERICA CORP FXD TO 012047 VAR THRAFTR | $23,780 | $20,517 |
| 27000 JPMORGAN CHASE & CO FXD TO 052027 VAR THRAFTR 3.5400% | $26,930 | $25,526 |
| 27000 ORACLE CORP | $30,556 | $21,123 |
| 2710 VANGUARD SHORT TERM BND | $203,843 | $205,093 |
| 28000 KINDER MORGAN INC | $28,404 | $27,602 |
| 31000 CVS HEALTH CORP | $30,896 | $31,585 |
| 31000 MASTERCARD INC | $33,878 | $29,167 |
| 31000 NORTHROP GRUMMAN CORP | $30,567 | $29,950 |
| 31000 NVIDIA CORP | $32,958 | $28,332 |
| 33000 APPLE INC | $31,600 | $24,730 |
| 33000 HOME DEPOT INC/THE | $34,826 | $29,472 |
| 33000 UNITEDHEALTH GROUP INC | $33,231 | $27,875 |
| 36000 ABBVIE INC | $43,010 | $31,196 |
| 36000 CITIGROUP INC FXD TO 062030 VAR THRAFTR 2.5720% | $36,832 | $30,225 |
| 36000 WELLS FARGO & CO FXD TO 072033 VAR THRAFTR 5.557% | $36,187 | $36,239 |
| 39000 FISERV INC | $39,378 | $35,999 |
| 39000 JPMORGAN CHASE & CO FXD TO 022031 VAR THRAFTR 1.9530% | $37,990 | $31,449 |
| 39000 LOWE'S COS INC | $38,054 | $31,479 |
| 39000 VERIZON COMMUNICATIONS INC | $38,647 | $25,037 |
| 40000 COMCAST CORP | $40,607 | $30,729 |
| 41000 UNION PACIFIC CORP | $41,801 | $40,378 |
| 67000 AMAZON.COM INC | $66,765 | $55,106 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1040 WELLS FARGO & CO NEW (WFC) | $39,920 | $47,082 |
| 110 LINDE PLC (LIN) | $33,578 | $42,974 |
| 114 THERMO FISHER SCIENTIFIC | $61,385 | $62,547 |
| 1194 ALPHABET INC CL A | $91,248 | $156,178 |
| 124 COSTCO WHOLESALE CORP NEW (COST) | $65,045 | $69,523 |
| 125 META PLATFORMS INC CL A | $29,925 | $39,825 |
| 134 NORTHROP GRUMMAN CP | $49,536 | $59,630 |
| 139 SERVICENOW INC | $57,459 | $81,037 |
| 142 BLACKROCK INC | $92,966 | $104,917 |
| 150 MC DONALDS CORP (MCD) | $37,847 | $43,722 |
| 1522 AMAZON COM INC | $180,934 | $201,481 |
| 162 ELILILLY & CO | $53,377 | $73,637 |
| 164 DEERE & CO | $63,797 | $70,454 |
| 165 VISA INC CL A (V) | $27,367 | $38,978 |
| 1652 PFIZER INC | $71,927 | $59,571 |
| 172 LINDE PLC | $62,909 | $65,880 |
| 1732 MONSTER BEVERAGE CORP NEW COM | $81,981 | $99,572 |
| 185 PEPSICO INC NC (PEP) | $25,840 | $34,267 |
| 191 UNITEDHEALTH GP INC | $65,873 | $96,717 |
| 192 BERKSHTRE HATHAWAY CL-B | $43,142 | $67,576 |
| 1924 VANGUARD EXTENDED MKT ETF | $287,611 | $303,280 |
| 20 ADOBE INC (ADBE) | $7,460 | $10,923 |
| 200 LOWES COMPANIES INC | $42,783 | $46,138 |
| 205 META PLATFORMS INC CL A | $60,643 | $60,817 |
| 210 HOME DEPOT INC | $60,214 | $70,106 |
| 210 PALO ALTO NETWORKS INC (PANW) | $22,318 | $49,799 |
| 215 STRYKER CORP (SYK) | $43,609 | $60,603 |
| 225 ANALOG DEVICES INC (ADI) | $37,660 | $43,328 |
| 225 ZOETIS INC CLASS-A | $39,934 | $41,239 |
| 227 ROCKWELL AUTOMATION | $62,776 | $76,338 |
| 230 ACCENTURE PLC IRELAND | $72,820 | $72,761 |
| 240 BECTON DICKINSON & CO | $61,061 | $66,869 |
| 246 THE CIGNA GROUP | $71,147 | $72,595 |
| 250 AMERICAN EXPRESS CO (AXP) | $32,472 | $42,220 |
| 250 CHUBB LTD (CB) | $38,395 | $51,083 |
| 250 HONEYWELL INTL INC (HON) | $48,076 | $48,511 |
| 254 MASTERCARD INC CL A | $92,060 | $100,147 |
| 255 AMGEN | $58,631 | $59,708 |
| 275 JOHNSON & JOHNSON (JNJ) | $38,471 | $45,887 |
| 280 ADVANCED MICRO DEVICES | $22,995 | $31,092 |
| 280 JPMORGAN CHASE & CO | $38,849 | $44,229 |
| 2861 SPDR MSCI EM MKT STRGCFACTORS | $147,014 | $165,025 |
| 290 PROCTER & GAMBLE (PG) | $40,158 | $44,662 |
| 294 JOHNSON & JOHNSON | $50,691 | $49,254 |
| 315 CHEVRON CORP (CVX) | $43,214 | $51,099 |
| 315 MICROSOFT CORP (MSFT) | $84,650 | $105,815 |
| 325 ORACLE CORP | $31,179 | $37,639 |
| 330 ABBVIE INC COM (ABBV) | $46,386 | $48,881 |
| 3681 SPDR MSCI EAFE STRATEGICFACTOR | $215,931 | $264,001 |
| 380 APPLE INC (AAPL) | $56,912 | $74,059 |
| 387 TESLA INC | $49,636 | $103,495 |
| 400 AMAZON COM INC (AMZN) | $45,147 | $53,472 |
| 400 PROCTER & GAMBLE | $48,993 | $62,520 |
| 45 ELI LILLY & CO (LLY) | $12,456 | $20,455 |
| 450 EMERSON ELECTRIC CO (EMR) | $41,247 | $40,833 |
| 450 STANLEY BLACK & DECKER INC450 STANLEY BLACK & DECKER INC | $41,089 | $43,772 |
| 452 JPMORGAN CHASE & CO | $51,105 | $69,347 |
| 460 NEXTERA ENERGY INC (NEE) | $28,604 | $33,718 |
| 491 SALEFORCE INC | $76,722 | $110,480 |
| 510 DUPONT DE NEMOURS INC (DD) | $37,782 | $38,803 |
| 525 MERCK & CO INC NEW COM (MRK) | $29,640 | $55,782 |
| 540 TJX COS INC NEW (TJX) | $31,320 | $46,396 |
| 540 VISA INC CL A | $109,504 | $128,374 |
| 548 QUALCOMM INC | $72,463 | $72,429 |
| 600 COCA COLA CO | $37,295 | $37,158 |
| 600 MORGAN STANLEY | $52,353 | $54,413 |
| 605 ALPHABET INC CL A (GOOGL) | $48,453 | $80,296 |
| 625 ABBOTT LABORATORIES | $43,859 | $69,555 |
| 633 T-MOBILE US INC | $85,545 | $87,208 |
| 645 RAYTHEON TECHNOLOGIES CORP (RTX) | $54,851 | $56,705 |
| 65 EATON CORP PLC SHS (ETN) | $8,154 | $13,346 |
| 663 AMERICAN EXPRESS CO | $64,896 | $56,183 |
| 677 MICROSOFT CORP | $135,848 | $224,268 |
| 690 SCHLUMBERGER LTD (SLB) | $33,688 | $38,702 |
| 755 MEDTRONIC PLC SHS | $64,756 | $66,259 |
| 780 CISCO SYS INC (CSCO) | $38,563 | $40,240 |
| 80 COSTCO WHOLESALE CORP NEW (COST) | $43,561 | $44,854 |
| 806 EXXON MOBIL CORP | $54,152 | $86,435 |
| 837 VERIZON COMMUNICATIONS | $31,400 | $28,525 |
| 877 NEXTERA ENERGY INC | $65,622 | $64,283 |
| 95 DEERE & CO | $39,355 | $40,812 |
| 952 APPLE INC | $75,307 | $187,020 |
| 981 COCA COLA CO (KO) | $49,439 | $60,573 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,726,246 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,564,078 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 10251.501 AMER BEACON AHL MNGD FUT STR Y | FMV | $104,258 | $104,668 |
| 11357.056 JOHN HANCOCK DVRSFD MACRD I | FMV | $104,258 | $106,643 |
| 165 AMERICAN TOWER CORP | FMV | $38,618 | $31,401 |
| 21275.96 BLACKROCK EVENT DRIVEN EQ INST (BILPX) | FMV | $210,379 | $208,504 |
| 2826 REAL ESTATE SELECT SECT SPDR (XLRE) | FMV | $113,857 | $107,925 |
| 28528.559 BLACKROCK STRATEGIC INC OPP I (BSIIX | FMV | $290,202 | $263,319 |
| 3897 GLOBAL X MLP & ENERGY INFRAS | FMV | $134,978 | $168,701 |
| 513 PROLOGIC INC COM | FMV | $57,085 | $63,997 |
| 700 REALTY INCOME CORP | FMV | $47,757 | $42,678 |
| 80196 BLACKROCK BATS: SERIES M PTF (BRAMX) | FMV | $755,788 | $664,023 |
| 9183 BLACKROCK BATS: SERIES C PTF (BRACX) | FMV | $94,869 | $81,821 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $40,407 | LegalFeesAmt |
| Net Investment Income | $8,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,325 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $2,205 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $132 | $132 | $0 | $0 |
| INTERNET AND DATA STORAGE | $1,498 | $300 | $0 | $1,198 |
| INSURANCE | $1,640 | $1,529 | $0 | $111 |
| BANK FEES | $20 | $0 | $0 | $20 |
| DUES AND SUBSCRIPTIONS | $792 | $792 | $0 | $0 |
| MA FILING FEES | $250 | $0 | $0 | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALES | Desc |
| Amt | $2,016 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MORGAN STANLEY | $60,412 | $60,412 | $0 | $0 |
| CONSULTING FEES | $425 | $85 | $0 | $340 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $2,252 | $2,252 | $0 | $0 |
| FY 2021 FEDERAL ESTIMATED TAX | $9,732 | $0 | $0 | $0 |
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