JOHN A MCNEICE JR CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A MCNEICE JR CHARITABLE FOUNDATION (EIN 04-3371560)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-09-08
- IRS object ID
- 202232519349101053
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-08T14:47:42-05:00 | ReturnTs |
| Tax Period End | 2022-04-30 | 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 | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043371560 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John A McNeice Jr Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6172484045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co Choate PO Box 961019 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A Silvana Giner | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6172484045 | PhoneNum |
| Signature | 2022-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | A | PersonFirstNm |
| Person Last | Silvana Giner | 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 | 2022-09-07 | 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 | $11,289,145 | 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 | $5,676,662 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $106,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,086 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $186,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $641,907 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,968,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,226 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,749 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,749 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,417 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,156 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,675 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,967 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,967 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,667,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $250,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $900 | CashBOYAmt |
| Cash EOY | $900 | CashEOYAmt |
| Cash EOYFMV | $900 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $504,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $371,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $371,329 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $594,194 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $594,194 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,398,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,360,881 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,360,881 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $623,846 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,058,110 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,058,110 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $741,468 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $903,731 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $903,731 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,268,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,289,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,289,145 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,268,648 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,289,145 | 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 | $6,268,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,289,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,268,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,289,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,268,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,667,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,935,714 | SubtotalAmt |
| Other Decreases | $646,569 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,289,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly Traded Securities | $576,114 | $389,567 | $186,547 | $186,547 |
| Publicly Traded Securities | $65,793 | $66,200 | -$407 | -$407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,479 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,479 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | 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 | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $79 | 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 LLP | IndividualWithBooksNm |
| Phone | 6172484045 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|
| A Silvana Giner | |||||||||
| c/o Choate LLP Two International | Place | Boston | MA | 02110 | Trustee | 1.00 | $0 | $0 | $0 |
| John Shaughnessy Jr | |||||||||
| c/o Choate LLP Two International | Place | Boston | MA | 02110 | Trustee | 1.00 | $0 | $0 | $0 |
| George Ashur | |||||||||
| c/o Choate LLP Two International | Place | Boston | MA | 02110 | Trustee | 1.00 | $0 | $0 | $0 |
| Edward G Casey | |||||||||
| c/o Choate LLP Two International | Place | Boston | MA | 02110 | Trustee | 1.00 | $0 | $0 | $0 |
| Margarete A Portanova | |||||||||
| c/o Choate LLP Two International | Place | Boston | MA | 02110 | Trustee/Executive Director | 10.00 | $48,000 | $37,749 | $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 | $7,623,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $637,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,260,779 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,260,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,136,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $406,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $406,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,479 | TotalTaxAmt |
| Distributable Before Adj | $403,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $403,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $403,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,374 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $257,374 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $149,542 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $162,752 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $241,600 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $254,902 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $928,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,374 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $145,990 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $145,990 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $782,709 | 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 | $3,552 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $779,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $162,752 | ExcessFromYear4Amt |
| Excess From Year3 | $241,600 | ExcessFromYear3Amt |
| Excess From Year2 | $254,902 | ExcessFromYear2Amt |
| Excess From Year1 | $119,903 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boston College High School | |||||||
| 150 William T Morrissey Boulevard | Boston | MA | 02125 | N/A | PC | General Purpose | $55,000 |
| Boston Health Care for the Homeless Program Inc | |||||||
| 780 Albany Street | Boston | MA | 02118 | N/A | PC | General Purpose | $5,000 |
| Holy Ghost Parish | |||||||
| 518 Washington Street | Whitman | MA | 02382 | N/A | PC | General Purpose | $10,000 |
| Miguitas De Amor Inc | |||||||
| 24301 Southland Drive Suite 612 | Hayward | CA | 94545 | N/A | PC | General Purpose | $5,000 |
| Montrose School | |||||||
| 29 North Street | Medfield | MA | 02052 | N/A | PC | General Purpose | $5,000 |
| Oblates of the Virgin Mary | |||||||
| 2 Ipswich Street | Boston | MA | 02215 | N/A | PC | General Purpose | $50,000 |
| Sacred Heart Southern Missions Inc | |||||||
| PO Box 190 | Walls | MS | 38680 | N/A | PC | General Purpose | $5,000 |
| Saint Bridget School | |||||||
| 832 Worcester Road | Framingham | MA | 01702 | N/A | PC | General Purpose | $5,000 |
| Saint John's Seminary | |||||||
| 127 Lake Street | Brighton | MA | 02135 | N/A | PC | General Purpose | $5,000 |
| Servants of Christ Ministries | |||||||
| 87 A Maple Street | Scituate | MA | 02066 | N/A | PC | General Purpose | $10,000 |
| Simon of Cyrene Society Inc | |||||||
| 170 Newbury Street | Boston | MA | 02116 | N/A | PC | General Purpose | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,000 | 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 | $106,086 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $186,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $292,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,226 | 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 | Estate of John A McNeice Jr | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Choate LLP PO Box 961019 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,676,662 | 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 | NoncashPropertyDesc |
| Fair Market Value | $3,816,608 | FairMarketValueAmt |
| Received | 2022-01-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Prep Fees | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40000 units BNY Mellon 1.95% | $40,145 | $40,145 |
| 100000 units Paypal Holdings 1.35% | $99,286 | $99,286 |
| 150000 units IBM 3% | $151,417 | $151,417 |
| 50000 units The Coca Cola Co 1.75% | $49,156 | $49,156 |
| 100000 units Apple Inc 2.75% | $99,989 | $99,989 |
| 100000 units Merck & Co 2.75% | $99,330 | $99,330 |
| 100000 units Mondelez Intl 1.5% | $95,273 | $95,273 |
| 150000 units The Walt Disney Co 3.15% | $149,027 | $149,027 |
| 100000 units Oracle Corp 1.65% | $90,643 | $90,643 |
| 100000 units Hewlett Packard 1.75% | $92,256 | $92,256 |
| 100000 units Ebay Inc 1.4% | $91,588 | $91,588 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 70 units Alphabet Class A | $159,753 | $159,753 |
| 90 units Alphabet Class C | $206,940 | $206,940 |
| 105 units Amazon,com | $260,991 | $260,991 |
| 1400 units Amphenol Corp | $100,100 | $100,100 |
| 1500 units Apple Inc | $236,475 | $236,475 |
| 7400 units Bank of America Corp | $264,032 | $264,032 |
| 1100 units Berkshire Hathaway | $355,113 | $355,113 |
| 4800 units CDK Global Inc | $261,168 | $261,168 |
| 400 units Constellation Brands | $98,436 | $98,436 |
| 400 units Costco Wholesale Co | $212,688 | $212,688 |
| 3000 units CVS Health Corp | $290,040 | $290,040 |
| 6500 units Eastern Bankshares Inc | $124,540 | $124,540 |
| 1100 units Ecolab | $186,274 | $186,274 |
| 1050 units Edwards Lifesciences | $111,069 | $111,069 |
| 600 units Exxon Mobil Corp | $51,150 | $51,150 |
| 2100 units Fiserv Inc | $205,632 | $205,632 |
| 5000 units Gentex Corp | $146,750 | $146,750 |
| 1500 units IBM Corp | $198,315 | $198,315 |
| 4500 units Intel Corp | $196,155 | $196,155 |
| 450 units Johnson & Johnson | $81,207 | $81,207 |
| 1000 units JP Morgan Chase & Co | $120,360 | $120,360 |
| 950 units Lab Co of America | $228,266 | $228,266 |
| 2100 units Marsh & McLennan Co | $340,693 | $340,693 |
| 3700 units Masco Corp | $194,953 | $194,953 |
| 600 units Mastercard Inc | $218,322 | $218,322 |
| 3100 units Merck & Co | $274,939 | $274,939 |
| 1200 units Microsoft Corp | $333,024 | $333,024 |
| 3300 units Mondelez Intl | $212,784 | $212,784 |
| 700 units Pepsico Inc | $120,197 | $120,197 |
| 600 units Procter & Gamble | $96,878 | $96,878 |
| 3700 units TJX Companies Inc | $226,736 | $226,736 |
| 2000 units Uber Technologies | $62,960 | $62,960 |
| 1400 units UPS | $251,972 | $251,972 |
| 1200 units Vertex Pharma | $327,864 | $327,864 |
| 2500 units Wabtec | $224,775 | $224,775 |
| 700 units Walt Disney Co | $78,141 | $78,141 |
| 600 units Watts Water Tech | $76,476 | $76,476 |
| 1000 units iShares MSCI EAFE ETF | $68,640 | $68,640 |
| 1500 units iShares MSCI Emerging | $63,570 | $63,570 |
| 1200 units Vanguard FTSE Emerging | $52,128 | $52,128 |
| 2600 units Vanguard Short Term | $199,680 | $199,680 |
| 2000 units Vanguard Short Term Bond ETF | $154,060 | $154,060 |
| 14104.4010 units Dodge & Cox Income | $180,959 | $180,959 |
| 16755.4590 units Doubleline Total Return | $159,512 | $159,512 |
| 9756.6380 units JP Morgan Strategic Income | $112,006 | $112,006 |
| 11854.8990 units Loomis Sayles Strategic | $114,281 | $114,281 |
| 4632.1560 units Vanguard Short Term | $47,109 | $47,109 |
| 3021.9320 units Oakmark International | $72,768 | $72,768 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $594,194 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $594,194 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 40000 units Comenity Capital 3.15% | FMV | $40,295 | $40,295 |
| 100000 units Goldman Sachs 3.05% | FMV | $102,305 | $102,305 |
| 40000 units Goldman Sachs 3% | FMV | $40,885 | $40,885 |
| 60000 units Citibank 2.75% | FMV | $60,894 | $60,894 |
| 140000 units Discover Bank 3.3% | FMV | $144,320 | $144,320 |
| 100000 units Discover Bank 3.3% | FMV | $103,034 | $103,034 |
| 50000 units Citibank 3.2% | FMV | $51,349 | $51,349 |
| 100000 units Comenity Capital 3.1% | FMV | $101,762 | $101,762 |
| 100000 units Wells Fargo & Co 3% | FMV | $101,432 | $101,432 |
| 60000 units Capital One Intl 2.5% | FMV | $60,568 | $60,568 |
| 10000 units State Bank of Ind 1.6% | FMV | $96,887 | $96,887 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss on Investments | Desc |
| Amt | $646,569 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Liability Insurance | $275 | $0 | $275 |
| Payroll Processing Fees | $1,090 | $0 | $1,090 |
| Massachusetts Filing Fee | $35 | $0 | $35 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fee | CategoryTxt |
| Amt | $40,417 | Amt |
| Net Investment Income | $40,417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $3,675 | $0 | $3,675 |
| Excise Taxes | $2,481 | $0 | $0 |
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