CECILE HIGGINSON MURPHY CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CECILE HIGGINSON MURPHY CHARITABLE FOUNDATION (EIN 04-3447397)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-04
- IRS object ID
- 202212779349100216
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2022-10-04T10:56:57-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043447397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cecile Higginson Murphy | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CECI | BusinessNameControlTxt |
| Phone | 6172484760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Choate LLP PO Box 961019 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristin T Abati | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6172484760 | PhoneNum |
| Signature | 2022-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kristin | PersonFirstNm |
| Person Last | Abati | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2022-09-30 | 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 | $48,007,033 | 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 | $48,119,928 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,897 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,897 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,561,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,561,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,375,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,799,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,375,611 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$105,168 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$100,185 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $51,953,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,838,902 | 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 | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $299,055 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $221,301 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,754 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,020 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $334,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $237,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,024 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $695,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $237,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,257,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,601,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,425,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,425,073 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,633,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,060,799 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,060,799 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $660,130 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,545,712 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,545,712 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,716,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,975,449 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,975,449 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,036,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,007,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,007,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,195,378 | CapitalStockBOYAmt |
| Capital Stock EOY | -$7,692,570 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,840,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | $55,699,603 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,036,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,007,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,036,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,007,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,036,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,257,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $61,294,025 | SubtotalAmt |
| Other Decreases | $13,286,992 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,007,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $2,578,942 | $2,490,156 | $88,786 | $88,786 | |
| Publicly Traded Securities | $9,888,534 | $8,933,373 | $955,161 | $955,161 | |
| Passthrough from K-1 | $83,366 | $83,366 | $83,366 | P | |
| Capital Gains Dividends | $1,248,298 | $1,248,298 | $1,248,298 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,375,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,600 | 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 | $12,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $37,459 | 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 |
| Individual With Books | Choate Hall Stewart | IndividualWithBooksNm |
| Phone | 6172484760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two International Place | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (1) | 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 |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Charles A Cheever | |||||||||
| Choate Hall Stewart LLP Two Intl | Place | Boston | MA | 02110 | Trustee | 1.00 | $0 | $0 | $0 |
| Kristin T Abati | |||||||||
| Choate Hall Stewart LLP Two Intl | Place | Boston | MA | 02110 | Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Choate Hall & Stewart | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two International Place | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $299,055 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,809,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,561,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,794,588 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,166,156 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,166,156 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $797,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,368,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,618,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,618,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,059 | TotalTaxAmt |
| Distributable Before Adj | $2,568,374 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,568,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,568,374 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,024 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $440,024 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,568,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $328,946 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $328,946 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,078 | 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 | $2,457,296 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abington Public Schools | |||||||
| 1071 Washington Street | Abington | MA | 02351 | N/A | GOV | General Purpose | $5,000 |
| ACE MV Inc | |||||||
| 455 State Road PMB 105 | Vineyard Haven | MA | 02568 | N/A | PC | General Purpose | $10,000 |
| Appalachian Mountain Club | |||||||
| 10 City Square | Boston | MA | 02129 | N/A | PC | General Purpose | $5,000 |
| Boston Symphony Orchestra | |||||||
| 301 Mass Avenue | Boston | MA | 021154557 | N/A | PC | General Purpose | $35,000 |
| Cradles To Crayons Inc | |||||||
| 281 Newtonville Avenue | Newton | MA | 02460 | N/A | PC | General Purpose | $24,000 |
| Habitat For Humanity Greater Boston Inc | |||||||
| 240 Commercial Street 4th Floor | Boston | MA | 02109 | N/A | PC | General Purpose | $50,000 |
| Palmer High School | |||||||
| 4105 Main Street | Palmer | MA | 01069 | N/A | GOV | General Purpose | $10,000 |
| Salvation Army | |||||||
| 25 Shawmut Road | Canton | MA | 02021 | N/A | PC | General Purpose | $10,000 |
| South Shore YMCA | |||||||
| 141 Longwater Drive Suite 110 | Norwell | MA | 02061 | N/A | PC | South Shore Natural Science Center | $5,000 |
| Thayer Academy | |||||||
| 475 Washington Street | Braintree | MA | 021845798 | N/A | PC | General Purpose | $2,000 |
| The Book Truck | |||||||
| 733 Walnut Avenue | Long Beach | CA | 90813 | N/A | PC | General Purpose | $20,000 |
| The Walden Woods Project | |||||||
| 44 Baker Farm Road | Lincoln | MA | 01773 | N/A | PC | General Purpose | $5,000 |
| World Vision | |||||||
| PO Box 9716 | Federal Way | WA | 98063 | N/A | PC | General Purpose | $10,000 |
| Sunflower of Peace Foundation | |||||||
| PO Box 391044 | Cambridge | MA | 02139 | N/A | PC | General Purpose | $10,000 |
| Women's Lunch Place | |||||||
| PO Box 170900 | Boston | MA | 02117 | N/A | PC | General Purpose | $25,000 |
| The Megan House Foundation | |||||||
| 2100 Lakeview Avenue 9 | Dracut | MA | 01826 | N/A | PC | General Purpose | $5,000 |
| New England Wildlife Center | |||||||
| 500 Columbian Street | South Weymouth | MA | 02190 | N/A | PC | General Purpose | $5,000 |
| Nature's Classroom | |||||||
| 19 Harrington Road | Charlton | MA | 01507 | N/A | PC | General Purpose | $5,000 |
| Operation USA | |||||||
| 7421 Beverly Blvd | Los Angeles | CA | 90036 | N/A | PC | General Purpose | $10,000 |
| Massachusetts General Hospital | |||||||
| 125 Nashua Street | Boston | MA | 02114 | N/A | PC | General Purpose | $20,000 |
| YouthBuild Boston | |||||||
| 27 Centre Street | Roxbury | MA | 02119 | N/A | PC | General Purpose | $10,000 |
| Haley House | |||||||
| 23 Dartmouth Street | Boston | MA | 02116 | N/A | PC | General Purpose | $10,000 |
| Kettering Children's Choir | |||||||
| PO Box 292202 | Kettering | OH | 45429 | N/A | PC | General Purpose | $20,000 |
| Lovin' Spoonfuls Inc | |||||||
| 1304 Commonwealth Avenue | Boston | MA | 02134 | N/A | PC | General Purpose | $25,000 |
| Merrimack Valley Food Bank | |||||||
| 735 Broadway Street | Lowell | MA | 01854 | N/A | PC | General Purpose | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,000 | 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 | $1,897 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,561,579 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,375,611 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough Income | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$4,983 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$100,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,983 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,838,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,833,919 | 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 | Cecile Higginson Murphy Irrevocable Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Choate Hall Stewart LLP Two Intl Pl | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $48,119,928 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly traded securities and private investments | NoncashPropertyDesc |
| Fair Market Value | $47,619,928 | FairMarketValueAmt |
| Received | 2021-07-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Prep Fees | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 24890.000 units Vanguard Intermediate-Term Treasury ETF | $1,522,272 | $1,522,272 |
| 314855.000 units DFA Investment Grade Portfolio | $3,173,738 | $3,173,738 |
| 50870.000 units Fidelity Conservative Income Bond Fund | $508,052 | $508,052 |
| 10740.000 units iShares 0-3 Month Treasury Bond ETF | $1,075,289 | $1,075,289 |
| 135295.000 units Payden Absolute Return Bond Fund | $1,266,361 | $1,266,361 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 230407.607 units Artisan Focus Fund | $3,751,036 | $3,751,036 |
| 48792.824 units Edgewood Growth Fund | $1,781,426 | $1,781,426 |
| 19300.000 units Invesco S&P 500 Equal Weight ETF | $2,590,639 | $2,590,639 |
| 45369.391 units Polen Growth Fund | $1,622,863 | $1,622,863 |
| 8660.000 units SPDR S&P 500 Fossil Fuel Reserves Free ETF | $798,798 | $798,798 |
| 75665.014 units GQG Partners International Opportunities Fund | $1,298,412 | $1,298,412 |
| 99662.329 units MFS International Intrinsic Value Fund | $4,133,993 | $4,133,993 |
| 192657.183 units WCM Focused International Growth Fund | $3,639,294 | $3,639,294 |
| 58299.142 units Matthews China Fund | $1,039,474 | $1,039,474 |
| 31950.000 units iShares Core S&P 500 ETF | $12,113,843 | $12,113,843 |
| 14879.232 units Fidelity International Index Fund | $592,640 | $592,640 |
| 53433.904 units Matthews China Small Companies Fund | $698,381 | $698,381 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1899 Opportunities Fund I | FMV | $1,129,490 | $1,129,490 |
| 1899 Opportunities Fund II | FMV | $82,086 | $82,086 |
| Artisan China Post-Venture Offshore Fund | FMV | $733,540 | $733,540 |
| Fontinalis Capital Partners III | FMV | $583,012 | $583,012 |
| 26041.633 units Artisan High Income Fund | FMV | $226,447 | $226,447 |
| 141963.852 units Semper MBS Total Return Fund | FMV | $1,220,874 | $1,220,874 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Loss on Investments | $4,137,350 |
| Book To Tax Adjustment on Donated Stock | $9,149,642 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Massachusetts Filing Fee for Form PC | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough Income | Desc |
| Revenue And Expenses Per Books | -$105,168 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$100,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$105,168 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fiduciary Fees | CategoryTxt |
| Amt | $299,055 | Amt |
| Net Investment Income | $221,301 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $77,754 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Tax | $18,307 | $0 | $0 |
| Foreign Taxes | $15,020 | $15,020 | $0 |
| State UBI Tax | $33 | $0 | $0 |
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