QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUST (EIN 35-7010509)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-04-28
IRS object ID: 202201189349100340
Schema version: 2021v4.2
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 Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-04-28T14:50:08-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	475422543	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KENNETH FREED & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 WEST CUMMINGS PARK SUITE 5850	AddressLine1Txt
City	WOBURN	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	018017238	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	357010509	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	QUIGLEY & HEFFERNAN FAMILY CHARITABLE TR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	QUIG	BusinessNameControlTxt
Phone	7814527313	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	32 LONG POINT LANE	AddressLine1Txt
City	DUXBURY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	023323821	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PETER A QUIGLEY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	7815828621	PhoneNum
Signature	2022-04-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	PETER	PersonFirstNm
Person Last	QUIGLEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WENDY M NASSER CPA	PreparerPersonNm
PTIN	P01250657	PTIN
Phone	6174241100	PhoneNum
Preparation	2022-04-27	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,992,806	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	$3,552	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$11	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$11	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$36,237	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$28,245	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$136,490	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$265,767	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$136,490	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$176,290	TotalRevAndExpnssAmt
Total Net Invst Incm	$164,746	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,800	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,100	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$700	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$1,517	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$800	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$35	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,352	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,900	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$700	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$224,833	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$224,833	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$229,185	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,900	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$225,533	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$52,895	ExcessRevenueOverExpensesAmt
Net Investment Income	$161,846	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$75,044	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$64,254	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$64,254	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$1,136,068	OtherInvestmentsBOYAmt
Other Investments EOY	$1,093,963	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,928,552	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,211,112	TotalAssetsBOYAmt
Total Assets EOY	$1,158,217	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,992,806	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,211,112	CapitalStockBOYAmt
Capital Stock EOY	$1,158,217	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,211,112	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,158,217	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,211,112	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,158,217	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,211,112	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$52,895	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,158,217	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,158,217	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD INTER-TERM TAX EXEMPT ADM	P	$10,000	$9,707	$293	$293
VANGUARD INT'L STICK IX ADMIRAL	P	$59,926	$45,096	$14,830	$14,830
VANGUARD TOTAL STOCK MKT IDX ADM	P	$195,500	$74,474	$121,026	$121,026
CAPITAL GAINS DIVIDENDS	P	$341		$341	$341

Field	Value	IRS element (for citing)
Capital Gain Net Income	$136,490	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,250	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,250	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,250	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,000	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	$1,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$1,250	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	KENNETH FREED & COMPANY PC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6174241100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 WEST CUMMINGS PARK STE 5850	AddressLine1Txt
City	WOBURN	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01801	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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER A QUIGLEY
32 LONG POINT LANE	DUXBURY	MA	02332	TRUSTEE	5.00	$0	$0	$0
MEGHAN HEFFERNAN
32 LONG POINT LANE	DUXBURY	MA	02332	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
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,866,122	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$137,158	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,003,280	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,003,280	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$30,049	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,973,231	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$98,662	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$98,662	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,250	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,250	TotalTaxAmt
Distributable Before Adj	$96,412	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$96,412	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$96,412	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$225,533	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$225,533	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$96,412	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$32,956	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$52,964	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$97,594	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$56,261	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$75,827	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$315,602	TotalExcessDistributionCyovAmt
Qualifying Distributions	$225,533	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$96,412	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$129,121	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$444,723	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	$32,956	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$411,767	ExcessDistriCyovToNextYrAmt
Excess From Year4	$52,964	ExcessFromYear4Amt
Excess From Year3	$97,594	ExcessFromYear3Amt
Excess From Year2	$56,261	ExcessFromYear2Amt
Excess From Year1	$75,827	ExcessFromYear1Amt
Excess From Current Year	$129,121	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	PETER A QUIGLEY	ContributingManagerNm
Contributing Manager	MEGHAN HEFFERNAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CANCER SUPPORT TEAM INC
2900 WESTCHESTER AVE	PURCHASE	NY	10577	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$1,000
COLLEGE OF THE HOLY CROSS
ONE COLLEGE STREET	WORCESTER	MA	01610	NONE	SCHOOL	GENERAL SUPPORT	$20,000
CONCUSSION LEGACY FOUNDATION
361 NEWBURY STREET	BOSTON	MA	02115	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$10,000
CROSSROADS FOR KIDS INC
119 MYRTLE ST	DUXBURY	MA	02332	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$1,000
DANA FARBER CANCER INSTITUTEINC
450 BROOKLINE AVE	BOSTON	MA	02215	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$10,000
DUXBURY BAY MARITIME SCHOOL (DBMS)
457 WASHINGTON ST	DUXBURY	MA	02331	NONE	SCHOOL	GENERAL SUPPORT	$105,000
DUXBURY BEACH RESERVATION INC
PO BOX 1364	DUXBURY	MA	02331	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$2,500
DUXBURY INTERFAITH COUNCIL
PO BOX 1161	DUXBURY	MA	02331	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$1,000
DUXBURY RURAL AND HISTORICAL SOCIETY
479 WASHINGTON ST	DUXBURY	MA	02332	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$2,500
FRIENDS OF DUXBURY COUNCIL ON AGING (SENIOR CENTER)
10 MAYFLOWER ST	DUXBURY	MA	02332	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$1,000
FRIENDS OF DUXBURY FREE LIBRARY INC
PO BOX 2092	DUXBURY	MA	02331	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$1,000
HOLY FAMILY PARISH
601 TREMONT ST	DUXBURY	MA	02332	NONE	CHURCH	GENERAL SUPPORT	$5,000
MASS AUDUBON SOCIETY INC
208 SOUTH GREAT RD	LINCOLN	MA	01773	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$2,500
MIT
600 MEMORIAL DR	CAMBRIDGE	MA	02139	NONE	SCHOOL	GENERAL SUPPORT	$20,000
NEW ENGLAND COLLEGE
98 BRIDGE ST	HENNIKER	NH	03242	NONE	SCHOOL	GENERAL SUPPORT	$2,500
SUSTAINABLE WOODSTOCK
PO BOX 611	WOODSTOCK	VT	05091	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$5,000
THE DUXBURY EDUCATION FOUNDATION INC
PO BOX 1264	DUXBURY	MA	02331	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$10,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION
PO BOX 127	BOSTON	MA	02127	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$1,000
MIT SAILING
BOX 41296	BOSTON	MA	022412926	NONE	SCHOOL	GENERAL SUPPORT	$3,833
WOODSTOCK TOWN HALL
31 THE GREEN	WOODSTOCK	VT	05091	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$224,833	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	$11	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$36,237	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$136,490	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$172,738	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$172,738	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	KENNETH FREED & COMPANY, PC	CategoryTxt
Amt	$2,800	Amt
Net Investment Income	$2,100	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$700	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD INTER-TERM TAX-EXEMPT ADM	AT COST	$370,376	$378,125
VANGUARD TOT INTL STOCK IX ADM	AT COST	$343,093	$444,030
VANGUARD TOTAL STOCK MKT IDX ADM	AT COST	$380,494	$1,106,397

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MASSACHUSETTS FILING FEES	Desc
Revenue And Expenses Per Books	$35	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID ON INVESTMENTS	$800	$800	$0
FEDERAL TAXES	$717	$0	$0