MARY T LANE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARY T LANE FOUNDATION (EIN 46-6868808)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202541329349100439
- Schema version
- 2024v5.1
- 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
- Expln Of Non Filing With AG Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T08:01:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466868808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY T LANE FOUNDATION CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANE | BusinessNameControlTxt |
| Phone | 7815814292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH ST OLIVER ST TWR STE 901 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CHIARIZIO | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7815814292 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,114,320 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $96,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,146,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,196 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $228,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,784 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,673 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,837 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,837 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,295 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,295 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,797 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,707 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,707 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,077 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,108,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,141,327 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,114,320 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,108,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,141,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,114,320 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,108,179 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,141,327 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,108,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,141,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,108,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,141,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,108,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,360 | OtherIncreasesAmt |
| Subtotal | $3,141,327 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,141,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (194 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 136. AT&T INC | 2022-11-08 | 2024-01-09 | $2,297 | $2,549 | -$252 | -$252 | |
| 1109. AT&T INC | 2023-01-10 | 2024-12-02 | $25,284 | $21,043 | $4,241 | $4,241 | |
| 30. ABBVIE INC | 2022-04-01 | 2024-01-09 | $4,876 | $4,854 | $22 | $22 | |
| 55. ADVANCED MICRO DEVICES | 2021-01-12 | 2024-01-09 | $8,108 | $5,227 | $2,881 | $2,881 | |
| 26. ADVANCED MICRO DEVICES | 2021-01-12 | 2024-02-02 | $4,607 | $2,471 | $2,136 | $2,136 | |
| 32. ADVANCED MICRO DEVICES | 2021-01-12 | 2024-04-03 | $5,788 | $3,041 | $2,747 | $2,747 | |
| 6. AIR PRODUCTS & CHEMICALS INC | 2018-08-01 | 2024-01-09 | $1,606 | $971 | $635 | $635 | |
| 63. ALPHABET INC-CL A | 2013-09-19 | 2024-01-09 | $8,790 | $1,414 | $7,376 | $7,376 | |
| 55. AMAZON.COM, INC | 2016-11-22 | 2024-01-09 | $8,238 | $2,162 | $6,076 | $6,076 | |
| 8. AMEREN CORPORATION | 2021-01-12 | 2024-01-09 | $596 | $594 | $2 | $2 | |
| 233. AMEREN CORPORATION | 2022-01-19 | 2024-05-16 | $17,490 | $17,718 | -$228 | -$228 | |
| 160. AMENTUM HOLDINGS INC | 2023-06-02 | 2024-10-16 | $4,539 | $3,244 | $1,295 | $1,295 | |
| 33. AMERICAN ELECTRIC POWER | 2020-10-16 | 2024-01-09 | $2,781 | $3,021 | -$240 | -$240 | |
| 16. ANALOG DEVICES INC | 2014-01-27 | 2024-01-09 | $3,016 | $775 | $2,241 | $2,241 | |
| 31. APPLE INC | 2014-10-28 | 2024-01-09 | $5,686 | $825 | $4,861 | $4,861 | |
| 48. APPLE INC | 2014-10-28 | 2024-02-02 | $8,826 | $1,278 | $7,548 | $7,548 | |
| 14. APPLIED MATERIALS INC | 2020-04-28 | 2024-01-09 | $2,097 | $717 | $1,380 | $1,380 | |
| 20. APPLIED MATERIALS INC | 2020-04-28 | 2024-07-10 | $5,099 | $1,024 | $4,075 | $4,075 | |
| 6. BLACKROCK INC | 2016-09-21 | 2024-01-09 | $4,751 | $2,208 | $2,543 | $2,543 | |
| 43. BOSTON SCIENTIFIC CORP | 2023-09-05 | 2024-01-09 | $2,539 | $2,306 | $233 | $233 | |
| 12. BROADCOM INC | 2018-03-29 | 2024-01-09 | $12,834 | $2,826 | $10,008 | $10,008 | |
| 5. BROADCOM INC | 2018-03-29 | 2024-02-02 | $6,109 | $1,178 | $4,931 | $4,931 | |
| 6. BROADCOM INC | 2018-03-29 | 2024-07-10 | $10,474 | $1,413 | $9,061 | $9,061 | |
| 40000. PARAMOUNT GLOBAL 2.9% 15 JAN 2027 | 2020-02-10 | 2024-10-07 | $37,989 | $40,366 | -$2,377 | -$2,377 | |
| 2. CVS HEALTH CORP | 2024-01-09 | 2024-05-16 | $115 | $161 | -$46 | -$46 | |
| 228. CVS HEALTH CORP | 2023-04-17 | 2024-05-16 | $13,116 | $17,243 | -$4,127 | -$4,127 | |
| 26. CHEVRON CORP | 2023-01-10 | 2024-01-09 | $3,821 | $4,546 | -$725 | -$725 | |
| 100. COLUMBIA EM CORE EX-CHINA ET | 2023-09-05 | 2024-01-09 | $2,950 | $2,836 | $114 | $114 | |
| 8587.284 COLUMBIA CORPORATE INC-ADV | 2022-01-20 | 2024-01-10 | $78,058 | $89,839 | -$11,781 | -$11,781 | |
| 44.882 CONESTOGA SMALL CAP-INST | 2021-01-13 | 2024-01-10 | $3,145 | $3,652 | -$507 | -$507 | |
| 631.32 CONESTOGA SMALL CAP-INST | 2023-01-11 | 2024-05-03 | $45,442 | $48,005 | -$2,563 | -$2,563 | |
| 21. CONOCOPHILLIPS | 2021-01-12 | 2024-01-09 | $2,364 | $993 | $1,371 | $1,371 | |
| 20. DARDEN RESTAURANTS INC | 2021-01-12 | 2024-01-09 | $3,219 | $2,555 | $664 | $664 | |
| 36. DARDEN RESTAURANTS INC | 2021-01-12 | 2024-07-10 | $4,943 | $4,599 | $344 | $344 | |
| 134. DARDEN RESTAURANTS INC | 2021-01-12 | 2024-09-27 | $22,343 | $17,119 | $5,224 | $5,224 | |
| 33. EASTMAN CHEMICAL CO | 2021-10-04 | 2024-01-09 | $2,875 | $3,360 | -$485 | -$485 | |
| 38. EMERSON ELECTRIC CO | 2023-09-05 | 2024-01-09 | $3,598 | $3,736 | -$138 | -$138 | |
| 1. EQUINIX INC | 2023-06-14 | 2024-01-09 | $802 | $770 | $32 | $32 | |
| 39. META PLATFORMS INC-CLASS A | 2016-07-07 | 2024-01-09 | $13,963 | $4,421 | $9,542 | $9,542 | |
| 3. META PLATFORMS INC-CLASS A | 2016-07-07 | 2024-04-03 | $1,514 | $348 | $1,166 | $1,166 | |
| 12. META PLATFORMS INC-CLASS A | 2016-11-22 | 2024-04-03 | $6,055 | $1,458 | $4,597 | $4,597 | |
| 27. GLOBAL PAYMENTS INC | 2020-01-15 | 2024-01-09 | $3,567 | $5,244 | -$1,677 | -$1,677 | |
| 147. GLOBAL PAYMENTS INC | 2022-01-19 | 2024-06-20 | $13,714 | $25,855 | -$12,141 | -$12,141 | |
| 45. HARTFORD INSURANCE GROUP INC | 2022-05-03 | 2024-01-09 | $3,660 | $3,219 | $441 | $441 | |
| 82. HARTFORD INSURANCE GROUP INC | 2022-05-03 | 2024-06-20 | $8,408 | $5,866 | $2,542 | $2,542 | |
| 19. HONEYWELL INTERNATIONAL INC | 2021-10-04 | 2024-01-09 | $3,797 | $4,062 | -$265 | -$265 | |
| 14. INSULET CORP | 2021-10-04 | 2024-01-09 | $2,858 | $3,900 | -$1,042 | -$1,042 | |
| 16. INSULET CORP | 2023-09-05 | 2024-05-16 | $2,930 | $2,985 | -$55 | -$55 | |
| 58. INSULET CORP | 2022-01-19 | 2024-05-16 | $10,621 | $14,910 | -$4,289 | -$4,289 | |
| 36. IQVIA HOLDINGS INC | 2020-01-15 | 2024-01-09 | $8,170 | $5,763 | $2,407 | $2,407 | |
| 473. ISHARES IBOXX INVESTMENT GRA | 2022-06-01 | 2024-01-09 | $51,692 | $53,761 | -$2,069 | -$2,069 | |
| 609. ISHARES RUSSELL MID-CAP ETF | 2022-01-21 | 2024-01-09 | $46,703 | $46,650 | $53 | $53 | |
| 540. ISHARES RUSSELL 1000 VALUE E | 2022-06-27 | 2024-01-09 | $89,024 | $78,437 | $10,587 | $10,587 | |
| 1445. ISHARES AAA - A RATED CORPOR | 2024-01-09 | 2024-11-06 | $68,202 | $68,912 | -$710 | -$710 | |
| 45. JPMORGAN CHASE & CO | 2016-01-20 | 2024-01-09 | $7,684 | $2,479 | $5,205 | $5,205 | |
| 15. JACOBS SOLUTIONS INC | 2023-01-25 | 2024-01-09 | $1,916 | $1,821 | $95 | $95 | |
| 16. MARRIOTT INTERNATIONAL -CL A | 2021-01-12 | 2024-01-09 | $3,610 | $2,039 | $1,571 | $1,571 | |
| 70000. MASTERCARD 3.375% 04/01/2024 | 2018-02-08 | 2024-04-01 | $70,000 | $70,000 | |||
| 37. MERCK & CO. INC. | 2022-04-01 | 2024-01-09 | $4,410 | $3,067 | $1,343 | $1,343 | |
| 21. MICROSOFT CORP | 2019-04-17 | 2024-01-09 | $7,810 | $2,544 | $5,266 | $5,266 | |
| 11. MICROSOFT CORP | 2019-04-17 | 2024-02-02 | $4,507 | $1,332 | $3,175 | $3,175 | |
| 10. NETFLIX INC | 2023-12-18 | 2024-01-09 | $4,764 | $4,877 | -$113 | -$113 | |
| 14. NVIDIA CORP | 2023-08-30 | 2024-01-09 | $7,313 | $6,915 | $398 | $398 | |
| 35. OSHKOSH CORP | 2021-01-12 | 2024-01-09 | $3,683 | $3,366 | $317 | $317 | |
| 32. OSHKOSH CORP | 2024-04-03 | 2024-09-27 | $3,202 | $4,009 | -$807 | -$807 | |
| 173. OSHKOSH CORP | 2021-01-12 | 2024-09-27 | $17,312 | $16,637 | $675 | $675 | |
| 6. PALO ALTO NETWORKS INC | 2023-04-13 | 2024-01-09 | $1,779 | $1,185 | $594 | $594 | |
| 19. PALO ALTO NETWORKS INC | 2023-04-13 | 2024-05-30 | $5,628 | $3,753 | $1,875 | $1,875 | |
| 15. PEPSICO INC | 2018-11-15 | 2024-01-09 | $2,506 | $1,751 | $755 | $755 | |
| 2459.364 PRINCIP SPEC PREF & CAP-INST | 2020-04-03 | 2024-01-10 | $21,741 | $21,888 | -$147 | -$147 | |
| 26. PULTEGROUP INC | 2023-12-18 | 2024-01-09 | $2,665 | $2,650 | $15 | $15 | |
| 60. PULTEGROUP INC | 2023-12-18 | 2024-12-02 | $8,064 | $6,116 | $1,948 | $1,948 | |
| 7. S&P GLOBAL INC | 2023-12-18 | 2024-01-09 | $3,018 | $3,060 | -$42 | -$42 | |
| 1238. SPDR MSCI ACWI EX-US | 2021-01-12 | 2024-01-09 | $32,889 | $32,792 | $97 | $97 | |
| 539. SPDR PORT INT CORP BOND ETF | 2020-01-15 | 2024-01-09 | $17,572 | $19,124 | -$1,552 | -$1,552 | |
| 9. SALESFORCE INC | 2023-12-18 | 2024-01-09 | $2,364 | $2,379 | -$15 | -$15 | |
| 227. HEALTH CARE SELECT SECTOR | 2022-01-19 | 2024-01-09 | $32,024 | $28,173 | $3,851 | $3,851 | |
| 88. TECHNOLOGY SELECT SECT SPDR | 2023-01-10 | 2024-01-09 | $16,536 | $11,116 | $5,420 | $5,420 | |
| 112. TECHNOLOGY SELECT SECT SPDR | 2020-04-01 | 2024-01-09 | $21,046 | $8,660 | $12,386 | $12,386 | |
| 2. SERVICENOW INC | 2022-01-19 | 2024-01-09 | $1,398 | $1,074 | $324 | $324 | |
| 32. SYSCO CORP | 2017-08-15 | 2024-01-09 | $2,404 | $1,655 | $749 | $749 | |
| 11. TESLA INC | 2022-01-19 | 2024-01-09 | $2,561 | $3,722 | -$1,161 | -$1,161 | |
| 15. TESLA INC | 2022-01-19 | 2024-04-03 | $2,505 | $5,075 | -$2,570 | -$2,570 | |
| 72. TESLA INC | 2023-01-10 | 2024-04-03 | $12,025 | $8,413 | $3,612 | $3,612 | |
| 17. THERMO FISHER SCIENTIFIC INC | 2021-03-25 | 2024-01-09 | $9,468 | $7,534 | $1,934 | $1,934 | |
| 22. US BANCORP | 2024-01-09 | 2024-09-16 | $980 | $962 | $18 | $18 | |
| 572. US BANCORP | 2023-01-10 | 2024-09-16 | $25,490 | $25,066 | $424 | $424 | |
| 8. ULTA BEAUTY INC | 2020-01-15 | 2024-01-09 | $3,903 | $2,233 | $1,670 | $1,670 | |
| 35. ULTA BEAUTY INC | 2020-04-28 | 2024-07-10 | $13,796 | $7,845 | $5,951 | $5,951 | |
| 15. UNITED PARCEL SERVICE-CL B | 2023-07-28 | 2024-01-09 | $2,386 | $2,834 | -$448 | -$448 | |
| 119. UNITED PARCEL SERVICE-CL B | 2023-07-28 | 2024-09-27 | $16,064 | $22,480 | -$6,416 | -$6,416 | |
| 5. UNITEDHEALTH GROUP INC | 2018-01-09 | 2024-01-09 | $2,671 | $1,125 | $1,546 | $1,546 | |
| 18. VISA INC-CLASS A SHARES | 2013-09-19 | 2024-01-09 | $4,732 | $877 | $3,855 | $3,855 | |
| 28. WALMART INC | 2019-01-08 | 2024-01-09 | $4,424 | $2,665 | $1,759 | $1,759 | |
| 390. WISDOMTREE EM SMALL CAP | 2023-01-10 | 2024-01-09 | $18,960 | $17,842 | $1,118 | $1,118 | |
| 17. EATON CORP PLC | 2017-10-31 | 2024-01-09 | $4,028 | $1,264 | $2,764 | $2,764 | |
| 29. EATON CORP PLC | 2017-10-31 | 2024-04-19 | $8,987 | $2,157 | $6,830 | $6,830 | |
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,196 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,864 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,864 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,864 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,276 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,276 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $412 | OverpaymentAmt |
| Applied To ES Tax | $412 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7815814292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH ST STE 901 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EASTERN BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH ST STE 901 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,673 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,036,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,036,267 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,036,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,975,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,864 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,864 | TotalTaxAmt |
| Distributable Before Adj | $195,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $195,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $195,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,617 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $191,617 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $195,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $128,063 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,617 | QualifyingDistributionsAmt |
| Applied To Year1 | $128,063 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,554 | 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 | $132,368 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EASTERN BANK CO CHRIS DREW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 BROADWAY LF 41 | AddressLine1Txt |
| City | SAUGUS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7815814292 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CANDIDATES ARE SELECTED ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS TO BE AWARDED TO HIGH SCHOOL GRADUATES WHO ARE DOMICILED IN ROCKPORT, MA WHO POSSESS STRONG ACADEMIC AND MORAL QUALIFICATIONS: FINANCIAL NEED WILL BE CONSIDERED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Massachusetts - Dartmouth | |||||||||||
| 285 OLD WESTPORT ROAD | Dartmouth | MA | 02747 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||
| University of Essex - UK | |||||||||||
| NONE | NONE | SCHOLARSHIP | $10,000 | WIVENHOE PARK | Colchester | UK | CO4 3SQ | ||||
| University of New Hampshire | |||||||||||
| 105 MAIN STREET | Durham | NH | 03824 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||
| University of Vermont | |||||||||||
| 206 MAURAL HILL | Burlington | VT | 05405 | NONOE | NONE | SCHOLARSHIP | $20,000 | ||||
| Wentworth Institute of Technology | |||||||||||
| 550 HUNTINGTON AVENUE | Boston | MA | 02115 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||
| Boston College | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | NONE | SCHOLARSHIP | $10,000 | ||||
| Boston University | |||||||||||
| 595 COMMONWEALTH AVENUE STE 700 | Boston | MA | 02215 | NONE | N/A | SCHOLARSHIP | $10,000 | ||||
| COLLEGE OF THE HOLY CROSS | |||||||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01610 | NONE | NONE | SCHOLARSHIP | $10,000 | ||||
| Tufts University | |||||||||||
| 80 GEORGE STREET | Medford | MA | 02155 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||
| Stonehill College | |||||||||||
| 320 WASHINGTON STREET | North Easton | MA | 02357 | NONE | N/A | SCHOLARSHIP | $5,000 | ||||
| Massachusetts College of Pharmacy-MCPHS | |||||||||||
| 179 LONGWOOD AVENUE | Boston | MA | 02115 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||
| Emmanuel College | |||||||||||
| 400 THE FENWAY | Boston | MA | 02115 | NONE | NONE | SCHOLARSHIP | $10,000 | ||||
| Massachusetts College of Art and Design | |||||||||||
| 621 HUNTINGTON AVE | Boston | MA | 02115 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||
| University of Massachusetts - Boston | |||||||||||
| 100 WILLIAM T MORRISSEY BOULEVARD | Boston | MA | 02125 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||
| St John's University | |||||||||||
| 81-98 170TH STREET | Jamaica | NY | 11432 | NONE | NONE | SCHOLARSHIP | $10,000 | ||||
| Marist College | |||||||||||
| 3399 NORTH ROAD | Poughkeepsie | NY | 12601 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||
| Rochester Institute of Technology | |||||||||||
| 1 LOMB MEMORIAL DRIVE | Rochester | NY | 14623 | NONE | NONE | SCHOLARSHIP | $10,000 | ||||
| George Washinton University | |||||||||||
| 2121 I STREET NW | Washington | DC | 20052 | NONE | NONE | SCHOLARSHIP | $10,000 | ||||
| University of Virginia | |||||||||||
| PO BOX 400160 | Charlottesville | VA | 22904 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||
| University of Massachusetts - Amherst | |||||||||||
| 134 HICKS WAY MEMORIAL HALL | Amherst | MA | 01003 | NONE | NONE | SCHOLARSHIP | $10,000 | ||||
| COLLEGE OF WILLIAM & MARY | |||||||||||
| 200 STADIUM DRIVE | WILLIAMSBURG | VA | 23185 | NONE | NONE | SCHOLARSHIP | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $228,784 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,784 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | MASSACHUSETTS | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK VALUE ADJUSTMENT | $1,360 |
| REVERSED 2023 DISTRIBUTIONS | $20,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $32,591 | Amt |
| Net Investment Income | $16,295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,295 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $78 | $78 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,672 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $760 | $760 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $287 | $287 | $0 |
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