DORAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DORAN FAMILY FOUNDATION (EIN 22-6424850)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202211329349101551
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T09:07:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226424850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORA | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 961209 HEMENWAY BARNES | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY E DEMPZE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | DEMPZE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUPING ZHANG CPA | PreparerPersonNm |
| PTIN | P01348992 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2022-05-09 | 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 | $5,797,541 | 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 | $966,758 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $51,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,098,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,454,090 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,087,674 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,962 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,131,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,139,441 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,023 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,023 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,908 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,454 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,454 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,682 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,682 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,046 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,046 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $318 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $371,005 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $371,005 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $425,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,517 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,706,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,118,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $307,641 | CashBOYAmt |
| Cash EOY | $137,707 | CashEOYAmt |
| Cash EOYFMV | $137,707 | CashEOYFMVAmt |
| US Government Obligations BOY | $547,735 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,042,583 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,043,381 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,594,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,151,712 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,616,453 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,222 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,534,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,332,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,797,541 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,296,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,296,682 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,762,456 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,964,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,534,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,332,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,534,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,332,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,534,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,706,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,240,899 | SubtotalAmt |
| Other Decreases | $908,897 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,332,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| VARIOUS PUBLICLY TRADED SECURITIES | $1,453,979 | $355,887 | $1,098,092 | $1,098,092 | |
| CAMCAP RESOURCES LP | $10,529 | -$10,529 | -$10,529 | P | |
| CAPITAL GAINS DIVIDENDS | $111 | $111 | $111 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,087,674 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,786 | 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 | $17,786 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,233 | OverpaymentAmt |
| Applied To ES Tax | $2,233 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY E DEMPZE | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY E DEMPZE | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $19,023 | $0 | $0 |
| ROBERT W DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EVELYN H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID L DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELEANOR H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAUL GOODOF | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $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 | $4,893,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,034,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,034,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,959,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,553 | TotalTaxAmt |
| Distributable Before Adj | $232,418 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,418 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,418 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,517 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $395,517 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,418 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $686,215 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,595 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $130,189 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,843 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $918,193 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,517 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $232,418 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,099 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,081,292 | 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 | $686,215 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $395,077 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,351 | ExcessFromYear4Amt |
| Excess From Year3 | $29,595 | ExcessFromYear3Amt |
| Excess From Year2 | $130,189 | ExcessFromYear2Amt |
| Excess From Year1 | $3,843 | ExcessFromYear1Amt |
| Excess From Current Year | $163,099 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W DORAN | ContributingManagerNm |
| Contributing Manager | EVELYN H DORAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOSTON SYMPHONY ORCHESTR | ||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | PC | SUSAN PAINE FUND | $62,505 |
| MARTHA'S VINEYARD MUSEUM | ||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING PURPOSE | $5,000 |
| ENNEAGRAM PRISON PROJECT | ||||||
| PO BOX 804 | LOS GATOS | CA | 95031 | PC | GENERAL OPERATING PURPOSE | $2,000 |
| HENRY AND ALISON MCCANCE CENTER | ||||||
| 185 CAMBRIDGE STREET | BOSTON | MA | 02114 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| WELLINGTON MANAGEMENT FOUNDATION | ||||||
| 280 CONGRESS ST | BOSTON | MA | 02210 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| APPLE ORCHARD SCHOLARSHIP FUND | ||||||
| 282 NEWTON ST | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING PURPOSE | $20,000 |
| FRIENDS OF FAIRSTED | ||||||
| 1300 CENTRE ST | BOSTON | MA | 02131 | PC | GENERAL OPERATING PURPOSE | $12,500 |
| ST GEORGES SCHOOL | ||||||
| 372 PURGATORY RD | MIDDLETOWN | RI | 02842 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||
| 180 MAIN ST | ANDOWER | MA | 01810 | PC | GENERAL OPERATING PURPOSE | $15,000 |
| BETH ISRAEL DEACONESS MEDICAL | ||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| SHELTERING ARMS FOUNDATION | ||||||
| 140 EASTSHORE DRIVE 200 | GLEN ALLEN | VA | 23059 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| CALLING ALL CROWS | ||||||
| 1330 BEACON ST STE 231 | BROOKLINE | MA | 02446 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| THE AMERICAN EXCHANGE PROJECT | ||||||
| 38 BALCOM RD | SUDBURY | MA | 01776 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| 152 COMMONWEALTH FOUNDATION | ||||||
| 152 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | PC | GENERAL OPERATING PURPOSE | $10,000 |
| ALEXANDER TWILIGHT ACADEMY | ||||||
| 195 W NEWTON ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING PURPOSE | $10,000 |
| SOCIAL FINANCE INC | ||||||
| 200 STATE ST 14 | BOSTON | MA | 02109 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| MARTHA'S VINEYARD FILM SOCIETY | ||||||
| 79 BEACH RD | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING PURPOSE | $10,000 |
| INSTITUTE OF CONTEMPORARY ART | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | GENERAL OPERATING PURPOSE | $1,000 |
| MACARTHUR FOUNDATION | ||||||
| 140 S DEARBORN ST 1200 | CHICAGO | IL | 60603 | PC | GENERAL OPERATING PURPOSE | $10,000 |
| CURE ALZHEIMER'S FUND | ||||||
| 34 WASHINGTON ST SUITE 310 | WELLESLEY HILLS | MA | 02481 | PC | GENERAL OPERATING PURPOSE | $25,000 |
| WELLINGTON MANAGEMENT FOUNDATION | ||||||
| 280 CONGRESS ST | BOSTON | MA | 02210 | PC | GENERAL OPERATING PURPOSE | $10,000 |
| BOSTON PREPARATORY CHARTER | ||||||
| 885 RIVER ST | BOSTON | MA | 02136 | PC | GENERAL OPERATING PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $371,005 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,767 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14,962 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,098,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,164,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,164,932 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W DORAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $966,758 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,600 SHARES OF MOODY'S CORPORATION (MCO) STOCK | NoncashPropertyDesc |
| Fair Market Value | $966,758 | FairMarketValueAmt |
| Received | 2021-07-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES - TAX PREPARATION FEE | CategoryTxt |
| Amt | $10,908 | Amt |
| Net Investment Income | $5,454 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,454 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1100 APPLE INC | $23,457 | $195,327 |
| 800 ABBOTT LABS | $48,032 | $112,592 |
| 825 ANALOG DEVICES | $72,728 | $145,010 |
| 500 AMERICAN TOWER | $44,361 | $146,250 |
| 37 AMAZON.COM | $30,746 | $123,371 |
| 850 APTARGROUP | $91,087 | $104,108 |
| 550 AMERICAN WATER WORKS | $23,271 | $103,873 |
| 300 BECTON DICKINSON | $76,663 | $75,444 |
| 1500 BOSTON SCIENTIFIC | $25,498 | $63,720 |
| 1000 CANADIAN NATL RAILWAY | $86,657 | $122,860 |
| 325 COSTCO WHOLESALE | $18,567 | $184,503 |
| 500 SALESFORCE.COM | $36,331 | $127,065 |
| 400 CHEVRON | $42,796 | $46,940 |
| 450 DANAHER CORP | $40,358 | $148,055 |
| 650 DISNEY | $72,364 | $100,679 |
| 300 META PLATFORMS INC CLASS A COMMON STOCK (FACEBOOK INC) | $28,964 | $100,905 |
| 1100 FISERV | $84,815 | $114,169 |
| 600 FIRST REPUBLIC BANK | $27,402 | $123,906 |
| 65 ALPHABET INC CL A | $32,408 | $188,307 |
| 600 JOHNSON & JOHNSON | $83,213 | $102,642 |
| 450 MICROSOFT CORP | $75,175 | $151,344 |
| 600 NESTLE SA ADR | $53,138 | $83,920 |
| 600 NOVARTIS AG ADR | $43,622 | $52,482 |
| 700 PROCTER & GAMBLE | $77,420 | $114,506 |
| 450 PAYPAL HOLDINGS | $17,621 | $84,861 |
| 400 ROCKWELL AUTOMATION | $63,898 | $139,540 |
| 1100 RAYTHEON TECHNOLOGIES | $73,672 | $94,666 |
| 200 SHERWIN WILLIAMS | $20,583 | $70,432 |
| 400 CONSTELLATION BRANDS | $35,731 | $100,388 |
| 1500 TJX COS | $48,744 | $113,880 |
| 250 THERMO FISHER SCIENTIFIC | $31,534 | $166,810 |
| 700 UNILEVER PLC NEW ADR | $40,775 | $37,653 |
| 575 VISA | $40,301 | $124,608 |
| 750 XILINX | $71,217 | $159,022 |
| 600 XYLEM INC | $37,682 | $71,952 |
| 575 ZOETIS INC | $29,874 | $140,317 |
| 350 AUTOMATIC DATA PROCESSING INC COM | $69,789 | $86,303 |
| 600 EDWARDS LIFESCIENCES CORP (EW) | $66,389 | $77,730 |
| 225 HOME DEPOT INC (HD) | $68,333 | $93,377 |
| 250 HONEYWELL INTERNATIONAL INC | $54,214 | $52,128 |
| 400 NIKE INC CLASS B COM NPV (NKE) | $56,837 | $66,668 |
| 1850 ROYAL DSM NV SPONSORED NETHERLAN ADR | $85,445 | $104,140 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,042,583 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,043,381 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK AND TAX DIFFERENCE | $841,102 |
| ADJUST BOOK TO TAX ON RECIEPT OF SECURITIES | $67,795 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $0 | $35 |
| BANK AND CHECKING FEES | $250 | $250 | $0 |
| ADR FEES | $68 | $68 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $14,962 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,962 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,682 | Amt |
| Net Investment Income | $12,682 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $2,046 | $2,046 | $0 |
| FEDERAL EXCISE TAX ESTIMATES PAID | $9,000 | $0 | $0 |
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