ADELARD A & VALEDA LEA ROY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ADELARD A & VALEDA LEA ROY FOUNDATION (EIN 04-6652923)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202241329349103359
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T14:10:13-05:00 | 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 | 046652923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELARD AND VALEDA ROY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J PUZO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | PUZO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM M BURKE | PreparerPersonNm |
| PTIN | P01034041 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2022-05-12 | 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 | $13,064,078 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,509 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $392,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $392,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $285,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,824 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $480,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $480,400 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,864 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $932 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $932 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,913 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,807 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $435,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $435,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $503,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $455,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $433,705 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $852,383 | CashBOYAmt |
| Cash EOY | $856,740 | CashEOYAmt |
| Cash EOYFMV | $856,740 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,246,488 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,246,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,475,100 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,821,399 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,794,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,732,238 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,920,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,897,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,064,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,476,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,476,891 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $443,379 | RetainedEarningBOYAmt |
| Retained Earning EOY | $420,404 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,920,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,897,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,920,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,897,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,920,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $4,897,295 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,897,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY BK UT US 1.700% 1/15/21 | P | 2020-01-28 | 2021-01-15 | $200,000 | $201,031 | -$1,031 | -$1,031 |
| CAPITAL GAINS DIVIDENDS | P | $85,855 | $85,855 | $85,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,824 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,028 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,028 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,320 | 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 | $4,320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,708 | 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 | HEMENWAY BARNES LLP | 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 | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| REV DR NANCY S SMITH | ||||||||
| 2676 WAKEFIELD | WAKEFIELD | NH | 03872 | TRUSTEE | 2.50 | $15,000 | $0 | $0 |
| ELIZABETH M FISHER | ||||||||
| 1865 SHILOH RANCH DRIVE | COLORADO SPRINGS | CO | 80908 | TRUSTEE | 1.00 | $7,500 | $0 | $0 |
| MICHAEL J PUZO | ||||||||
| 75 STATE STREET 16TH FLOOR | BOSTON | MA | 021091466 | TRUSTEE | 2.50 | $15,000 | $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 | $11,445,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,090,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,536,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,536,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,348,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $617,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $617,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,028 | TotalTaxAmt |
| Distributable Before Adj | $611,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $611,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $611,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $455,307 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $455,307 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $611,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $350,479 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $455,307 | QualifyingDistributionsAmt |
| Applied To Year1 | $350,479 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,828 | 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 | $506,554 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REV NANCY S SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1110 | AddressLine1Txt |
| City | SANBORNVILLE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03872 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM; 501(C)(3) STATUS SHOULD BE DOCUMENTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPT 30 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANEW PLACE INC | |||||||
| PO BOX 1481 | BURLINGTON | VT | 05402 | NONE | PC | SUPPORT OF THE CHART ANEW PATH PROGRAM | $7,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PC | TRACKING FLOWER PHENOLOGY ALONG THE NORTHERN APPALACHIAN TRAIL CORRIDOR PROJECT | $4,000 |
| ARTS IN REACH | |||||||
| PO BOX 238 | PORTSMOUTH | NH | 03802 | NONE | PC | ARTVENTURES PROGRAM | $4,000 |
| ARTS IN REACH | |||||||
| PO BOX 238 | PORTSMOUTH | NH | 03802 | NONE | PC | OUT OF SCHOOL PROGRAMS FOR TEEN GIRLS | $1,000 |
| AUDUBON SOCIETY OF NEW HAMPSHIRE | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| AUDUBON VERMONT | |||||||
| 255 SHERMAN HOLLOW ROAD | BURLINGTON | VT | 05462 | NONE | PC | HEALTHY FORESTS INITIATIVE | $5,000 |
| BARRY L PRICE REHABILITATION CENTER INC | |||||||
| 27 CHRISTINA STREET STE 201 | NEWTON | MA | 02461 | NONE | PC | HEALTH & FITNESS FOR ALL PROGRAM | $4,000 |
| BIGELOW LABORATORY FOR OCEAN SCIENCES | |||||||
| 60 BIGELOW DRIVE | EAST BOOTHBAY | ME | 04544 | NONE | PC | BLOOM OCEAN SCIENCE IMMERSION PROGRAMS | $5,000 |
| BLESSED STEPHEN BELLESINI OSA ACADEMY INC | |||||||
| PO BOX 1021 | LAWRENCE | MA | 01842 | NONE | PC | AFTER-SCHOOL & EVENING STUDY PROGRAM | $10,000 |
| BOSTON AREA GLEANERS INC | |||||||
| 91 MARTIN STREET | ACTON | MA | 01720 | NONE | PC | HUNGER RELIEF PROGRAM | $6,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRAS INC | |||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | INTENSIVE COMMUNITY PROGRAM | $3,000 |
| BOYS AND GIRLS CLUBS OF BOSTON INC | |||||||
| 200 HIGH ST 3B | BOSTON | MA | 02110 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| BOYS AND GIRLS CLUBS OF NEWPORT COUNTY INC | |||||||
| 95 CHURCH ST | NEWPORT | RI | 02840 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| BREAD & ROSES HOUSING INC | |||||||
| 15 UNION STREET STE 401 | LAWRENCE | MA | 01840 | NONE | PC | FAMILY SUPPORT AND ADVOCACY PROGRAMS | $3,000 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | PC | VISION SERVICES FOR THE BLIND AND VISUALLY IMPAIRED | $7,500 |
| CATCHING THE DREAM | |||||||
| 8200 MOUNTAIN RD NE STE 103 | ALBUQUERQUE | NM | 87110 | NONE | PC | SCHOLARSHIPS FOR HIGH-POTENTIAL NATIVE AMERICAN COLLEGE STUDENTS | $5,000 |
| CATHOLIC CHARITIES MAINE | |||||||
| PO BOX 10660 | PORTLAND | ME | 04104 | NONE | PC | AFGHAN REFUGEE AND RESETTLEMENT | $5,000 |
| CENTER FOR ECOTECHNOLOGY INC | |||||||
| 112 ELM STREET | PITTSFIELD | MA | 01201 | NONE | PC | TO PROMOTE ENERGY EFFICIENCY AND WASTE REDUCTION | $3,000 |
| CHAMELEON ARTS ENSEMBLE OF BOSTON | |||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | NONE | PC | VIRTUAL CHAMBER MUSIC SERIES, VIRTUAL SPRING EDUCATION PROGRAMS AND STUDENT WORKSHOPS | $2,000 |
| CHARLES RIVER CONSERVANCY INC | |||||||
| 43 THORNDIKE STREET S3-3 | CAMBRIDGE | MA | 02141 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| CHILDREN'S ROOM | |||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02474 | NONE | PC | PEER SUPPORT GROUPS | $3,000 |
| DISCOVERY MUSEUM | |||||||
| 177 MAIN STREET | ACTON | MA | 01720 | NONE | PC | OPEN DOOR ACCESS PROGRAMS | $4,000 |
| DOC WAYNE YOUTH SERVICES INC | |||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | CHALK TALK GROUP THERAPY | $3,000 |
| ELEANORE'S PROJECT INC | |||||||
| PO BOX 3541 | MISSOULA | MT | 59806 | NONE | PC | THE WHEELCHAIR PROJECT | $3,000 |
| ELIOT SCHOOL TRUSTEES | |||||||
| 24 ELIOT STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | TEEN BRIDGE PROGRAM | $7,000 |
| EVKIDS | |||||||
| 218 ADAMS STREET 220502 | DORCHESTER | MA | 02122 | NONE | PC | EV KIDS AFTER-SCHOOL AND COLLEGE SUCCESS PROGRAMS | $5,000 |
| FIRST UNITED BAPTIST CHURCH | |||||||
| 99 CHURCH STREET | LOWELL | MA | 01852 | NONE | PC | TECHNOLOGY FOR SECURE ACCESS FOR ONLINE SERVICES | $4,000 |
| FOUNDATION TO ADVANCE CATHOLIC EDUCATION | |||||||
| 450 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | NONE | PC | SCHOLARSHIPS | $4,000 |
| GIRLS INC OF LYNN | |||||||
| 50 HIGH STREET | LYNN | MA | 01902 | NONE | PC | TEEN STEM PEER LEADER PROGRAM | $5,000 |
| GRANITE STATE WOODLAND INSTITUTE | |||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | NONE | PC | 2022 FORESTS OF NEW HAMPSHIRE TEACHER TOURS | $5,000 |
| GREEN MOUNTAIN CONSERVATION GROUP | |||||||
| 256 HUNTRESS BRIDGE ROAD | EFFINGHAM | NH | 03882 | NONE | PC | DEVELOPMENT OF WEBSITE, DATABASE AND ONLINE GIVING PLATFORM | $3,000 |
| HEALTHY WALTHAM | |||||||
| 510 MOODY STREET | WALTHAM | MA | 02453 | NONE | PC | EMERGENCY FOOD PANTRY | $6,000 |
| HOME HEALTH & HOSPICE CARE | |||||||
| 7 EXECUTIVE PARK DRIVE | MERRIMACK | NH | 03054 | NONE | PC | INDIGIENT PATIENT CARE ACCESS | $7,500 |
| HOME HEALTHCARE HOSPICE AND COMMUNITY SERVICES INC | |||||||
| 312 MARLBORO STREET | KEENE | NH | 03431 | NONE | PC | FURNITURE FOR THE CASTLE CENTER LIFE ENRICHMENT DAY PROGRAM | $3,000 |
| INQUILINOS BORICUAS EN ACCION | |||||||
| 453 SHAWMUT AVENUE | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| INTERFAITH SOCIAL SERVICES | |||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | NONE | PC | FOOD PANTRY | $3,000 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND INC | |||||||
| 2 BOYLSTON STREET STE 3 | BOSTON | MA | 02116 | NONE | PC | AFGHAN REFUGEE AND RESETTLEMENT | $5,000 |
| LIVE AND LET LIVE FARM INC | |||||||
| 20 PARADISE LANE | CHICHESTER | NH | 03258 | NONE | PC | COVID-19 MEDICAL RELIEF AND EXPANSION | $3,000 |
| MAINE APPALACHIAN TRAIL CLUB | |||||||
| PO BOX 7564 | PORTLAND | ME | 04112 | NONE | PC | CAPITAL SUPPORT FOR NEW MAINE TRAIL CENTER | $3,000 |
| MANOMET INC | |||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| 208 S GREAT ROAD | LINCOLN | MA | 01773 | NONE | PC | SUPPORT OF THE FRAMINGHAM ENVIRONMENT & SOCIAL LITERACY PROGRAM | $5,000 |
| MERRIMACK VALLEY FOOD BANK | |||||||
| 735 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PC | FOOD DISTRIBUTION PROGRAM | $6,000 |
| MISSION OF DEEDS INC | |||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| MYSTIC RIVER WATERSHED ASSOCATION | |||||||
| 20 ACADEMY STREET STE 306 | SOMERVILLE | MA | 02476 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PC | FORESTS AND WILDLIFE PROGRAMS | $10,000 |
| NEW HAMPSHIRE CATHOLIC CHARITIES | |||||||
| 100 WILLIAM LOEB DRIVE UNIT 3 | MANCHESTER | NH | 03109 | NONE | PC | CAREGIVERS | $3,000 |
| NORTH BENNET STREET SCHOOL | |||||||
| 150 NORTH STREET | BOSTON | MA | 02109 | NONE | PC | NEED-BASED SCHOLARSHIPS | $7,000 |
| ON THE RISE INC | |||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PC | SAVE HAVEN & KEEP THE KEYS PROGRAMS | $2,000 |
| PATHWAYS FOR CHILDREN INC | |||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | FAMILY ENRICHMENT PROGRAM | $2,000 |
| PISCATAQUOG LAND CONSERVANCY | |||||||
| 5A MILL STREET | NEW BOSTON | NH | 03070 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 |
| PLANNING OFFICE FOR URBAN AFFAIRS | |||||||
| 84 STATE STREET STE 600 | BOSTON | MA | 02109 | NONE | PC | SANCTUARY PLACE | $2,000 |
| PROJECT HOME AGAIN | |||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | YOUTH DEVELOPMENT PROGRAMMING | $3,000 |
| REACH BEYOND DOMESTIC VIOLENCE INC | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PC | COMMUNITY-BASED ADVOCACY | $4,000 |
| SAVE THE BAY INC | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC | DISTANCE LEARNING STEM PROGRAMS FOR STUDENTS IN THE NARAGANSETT BAY WATERSHED | $2,500 |
| SCHOOL ON WHEELS | |||||||
| 100 LAUREL STREET 121 | EAST BRIDGEWATER | MA | 02333 | NONE | PC | PATHWAYS TO STUDENT SUCCESS | $5,000 |
| SHARE OUTREACH INC | |||||||
| ONE COLUMBUS AVENUE | MILFORD | NH | 03055 | NONE | PC | FREEZER PROJECT | $7,500 |
| SOCIETY FOR THE PROTECTION OF NH FORESTS | |||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | NONE | PC | TO PURCHASE 100 ACRES ON THE NORTHERN BOUNDARY OF MOOSE MOUNTAIN RESERVATION | $7,500 |
| SOUTHEAST LAND TRUST OF NEW HAMPSHIRE | |||||||
| PO BOX 675 | EXETER | NH | 03833 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ST FRANCIS HOUSE | |||||||
| 7 BOYLSTON SQUARE | BOSTON | MA | 02116 | NONE | PC | BASIC SERVICES | $7,500 |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC | |||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | HEALTHY FOOD FOR CHILDREN AND FAMILIES | $5,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 3 SHIPMAN PLACE | MONTPELIER | VT | 05602 | NONE | PC | NORTHERN NEW ENGLAND CONVERVATION PROGRAM | $10,000 |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 |
| URBAN FARMING INSTITUTE OF BOSTON | |||||||
| PO BOX 260371 | MATTAPAN | MA | 02126 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| US COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | |||||||
| 2231 CRYSTAL DRIVE STE 350 | ARLINGTON | VA | 22202 | NONE | PC | AFGHAN REFUGEE AND RESETTLEMENT WORK | $5,000 |
| VERMONT CHILDREN'S TRUST FOUNDATION | |||||||
| 95 ST PAUL STREET STE 330 | BURLINGTON | VT | 05401 | NONE | PC | GENERAL OPERAITNG SUPPORT | $5,000 |
| VERMONT LAND TRUST | |||||||
| 8 BAILEY AVE | MONTPELIER | VT | 05602 | NONE | PC | FARMLAND FUTURES, INNOVATIVE LAND MANAGEMENT AND RESTORATION, AND COMMUNITY AND ECONOMIC DEVELOPMENT | $10,000 |
| VERMONT NATURAL RESOURCES COUNCIL INC | |||||||
| 9 BAILEY AVENUE | MONTPELIER | VT | 05602 | NONE | PC | OUTREACH AND EDUCATION TO HELP COMPLY WITH ACT 171 | $8,000 |
| VIETNAMESE AMERICAN INITIATIVE FOR DEVELOPMENT INC | |||||||
| 42 CHARLES STREET STE E | DORCHESTER | MA | 02122 | NONE | PC | COMMUNITY ENGAGED SERVICE PROGRAM | $5,000 |
| WOMEN'S LUNCH PLACE | |||||||
| PO BOX 170900 | BOSTON | MA | 02177 | NONE | PC | FOOD, HOUSING, JOB OPPORTUNITIES, AND HEALTH SERVICES FOR HOMELESS WOMEN | $4,000 |
| WORCESTER YOUTH CENTER INC | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| YOUNG AUDIENCES OF MASSACHUSETTS INC | |||||||
| 89 SOUTH STREET STE 603 | BOSTON | MA | 02111 | NONE | PC | EXPANDED ARTS ACCESS RESIDENCIES | $4,000 |
| ZUMIX INC | |||||||
| 260 SUMNER STEET | EAST BOSTON | MA | 02128 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ANEW PLACE INC | |||||||
| PO BOX 1481 | BURLINGTON | VT | 05402 | NONE | PC | SUPPORT FOR HOMELESSNESS SERVICES | $5,000 |
| AUDUBON VERMONT | |||||||
| 255 SHERMAN HOLLOW ROAD | BURLINGTON | VT | 05462 | NONE | PC | BIRD HABITAT NEEDS ASSESSMENTS | $4,500 |
| CATCHING THE DREAM | |||||||
| 8200 MOUNTAIN RD NE STE 103 | ALBUQUERQUE | NM | 87110 | NONE | PC | THE MESBEC PROJECT | $1,000 |
| CENTER FOR ECOTECHNOLOGY INC | |||||||
| 112 ELM STREET | PITTSFIELD | MA | 01201 | NONE | PC | TO PROMOTE ENERGY EFFICIENCY AND WASTE REDUCTION | $2,500 |
| ELEANORE'S PROJECT INC | |||||||
| PO BOX 3541 | MISSOULA | MT | 59806 | NONE | PC | THE WHEELCHAIR PROJECT | $3,000 |
| GREEN MOUNTAIN CONSERVATION GROUP | |||||||
| 256 HUNTRESS BRIDGE ROAD | EFFINGHAM | NH | 03882 | NONE | PC | TO HIRE A MARKETING CONSULTANT | $2,500 |
| MANOMET INC | |||||||
| PO BOX 1021 | MANOMET | MA | 02345 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NEW HAMPSHIRE CATHOLIC CHARITIES | |||||||
| 100 WILLIAM LOEB DRIVE UNIT 3 | MANCHESTER | NH | 03109 | NONE | PC | NEW HAMPSHIRE FOOD BANK PROGRAMS | $3,000 |
| PATHWAYS FOR CHILDREN INC | |||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | FAMILY ENRICHMENT PROGRAM | $2,000 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | YOUTH DEVELOPMENT PROGRAMMING | $2,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 3 SHIPMAN PLACE | MONTPELIER | VT | 05602 | NONE | PC | NORTHERN NEW ENGLAND CONVERVATION PROGRAM | $8,000 |
| WORCESTER YOUTH CENTER INC | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PC | EDUCATION AND SUPPORT PROGRAMS FOR AT-RISK YOUTH | $2,000 |
| YOUNG AUDIENCES OF MASSACHUSETTS INC | |||||||
| 89 SOUTH STREET STE 603 | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT DURING COVID | $1,000 |
| BELLESINI ACADEMY | |||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | NONE | PC | EDUCATIONAL SUPPORT FOR STUDENTS | $8,000 |
| DISMASS HOUSE | |||||||
| PO BOX 30125 | WORCESTER | MA | 01602 | NONE | PC | COSTS RELATED TO COVID | $1,000 |
| LODGE GRASS HIGH SCHOOL ARMY JUNIOR ROTC | |||||||
| 124 N GEORGE ST PO BOX 819 | LODGE GRASS | MT | 59050 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| PROTESTANT EPISCOPAL CHURCH IN THE US (ST ANDREW'S CHURCH) | |||||||
| 7 FAULKNER ST | AYER | MA | 01432 | NONE | PC | VIDEO UPDATING | $3,000 |
| UNH COOPERATIVE EXTENSION (UNH FOUNDATION INC) | |||||||
| 647 CRYSTAL LAKE RD | GILMANTON IRON WORKS | NH | 03837 | NONE | PC | COASTAL CONSERVATION & SAVING SPECIAL PLACES PROGRAMS | $4,000 |
| UP WITH BOOKS INC | |||||||
| 184 DUCK POND DRIVE | GROTON | MA | 01450 | NONE | PC | SUMMER LEARNING PROGRAM SUPPORT | $2,000 |
| HOME HEALTH & HOSPICE CARE | |||||||
| 7 EXECUTIVE PARK DRIVE | MERRIMACK | NH | 03054 | NONE | PC | PEDIATRIC PROGRAM SUPPORT FOR SOUTHERN NEW HAMPSHIRE | $5,000 |
| LIVE AND LET LIVE FARM INC | |||||||
| 20 PARADISE LANE | CHICHESTER | NH | 03258 | NONE | PC | FARM REHABILITATION; RESCUE AND SANCTUARY PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $435,500 | 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 | $3,509 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $392,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,824 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $480,400 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $480,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Amt | $1,864 | Amt |
| Net Investment Income | $932 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $932 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SHRS ABBOTT LABS | $65,059 | $422,220 |
| 3,000 SHRS ABBVIE INC COM | $70,550 | $406,200 |
| 13,000 SHRS AT&T INC | $191,241 | $319,800 |
| 7,000 SHRS BRISTOL MYERS SQUIBB CO | $91,935 | $436,450 |
| 3,500 SHRS CHEVRON CORP | $120,044 | $410,725 |
| 4,000 SHRS DUKE ENERGY CORP NEW | $138,017 | $419,600 |
| 3,070 SHRS ENBRIDGE INC CAD | $44,027 | $119,976 |
| 5,000 SHRS EXXON MOBIL CORP | $82,863 | $305,950 |
| 2,500 SHRS IDACORP INC | $72,363 | $283,275 |
| 2,000 SHRS INTEL CORP | $44,261 | $103,000 |
| 1,500 SHRS IBM | $60,609 | $200,490 |
| 4,000 SHRS JOHNSON & JOHNSON COM | $49,074 | $684,280 |
| 5,500 SHRS JPMORGAN CHASE & CO | $135,624 | $870,925 |
| 1,500 SHRS KIMBERLY CLARK CORP | $24,137 | $214,380 |
| 4,500 SHRS LILLY ELI & CO | $62,666 | $1,242,990 |
| 6,000 SHRS MERCK & CO INC NEW COM | $79,506 | $459,840 |
| 2,000 SHRS MICROSOFT CORP | $47,791 | $672,640 |
| 7,000 SHRS PFIZER INC | $44,169 | $413,350 |
| 3,200 SHRS PROCTER & GAMBLE CO | $36,935 | $523,456 |
| 6,000 SHRS ROYAL DUTCH SHELL PLC CL A | $147,270 | $260,400 |
| 1,500 SHARES STATE STREET CORP | $53,179 | $139,500 |
| 2,000 SHRS TRANSCANADA CORP | $65,492 | $93,080 |
| 5,000 SHRS UNILEVER PLC AMER SHS | $64,959 | $268,950 |
| 8,000 SHRS VERIZON COMMUNICATIONS INC | $206,060 | $415,680 |
| 1,000 SHRS WALGREENS BOOTS ALLIANCE INC | $43,505 | $52,160 |
| 2,000 SHRS WALT DISNEY CO | $20,393 | $309,780 |
| 1,000 SHRS ZIMMER BIOMET HOLDINGS INC | $25,255 | $127,040 |
| 760 SHRS CORTEVA INC | $13,237 | $35,933 |
| 760 SHRS DOW INC | $25,849 | $43,107 |
| 760 SHRS DUPONT DE NEMOURS INC | $37,933 | $61,393 |
| 1794 SHRS EVERGY INC | $73,437 | $123,086 |
| 868 SHRS VIATRIS INC | $2,424 | $11,744 |
| 300 SHRS KYNDRYL HOLDINGS INC | $2,646 | $5,430 |
| 600 SHRS ORGANON & CO | $3,980 | $18,270 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 77,270.882 SHRS WELLS FARGO ABSOLUTE RETURN FUND CLASS A | AT COST | $870,468 | $808,253 |
| 73,683.028 SHRS UBS GLOBAL ALLOCATION FD CL A | AT COST | $923,597 | $923,985 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Legal Fees | $20,000 | LegalFeesAmt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA PC FILING FEE | $125 | $0 | $125 |
| ADR FEES | $100 | $100 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,913 | $6,913 | $0 |
| FEDERAL ESTIMATED TAXES | $1,375 | $0 | $0 |
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