THE MARGARET STEWART LINDSAY FOUNDATION OF 1989: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 (EIN 04-3382858)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202203159349100730
- Schema version
- 2021v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T07:05:52-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JKJ Tax Compliance & Planning | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 Chandlers Wharf | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | 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 | 043382858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET S LINDSAY FOUNDATION OF 1989 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 6177332020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 CONANT ROAD | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02493 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JBRIAN POTTS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177332020 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JBRIAN | PersonFirstNm |
| Person Last | POTTS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL K JAWORSKI | PreparerPersonNm |
| PTIN | P01082870 | PTIN |
| Phone | 9788849962 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $6,674,381 | 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 |
| Dividends Rev And Expnss | $48,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,040,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,731 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $5,847 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,015 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $202,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,435 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,878 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,878 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,866 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $153 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,913 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $396,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,913 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$194,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,451 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $567,689 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $474,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $474,275 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,754,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,407,876 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,139,582 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $733,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $978,162 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,060,524 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,054,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,860,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,674,381 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $4,054,886 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,860,313 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,054,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,860,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,054,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,860,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,054,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$194,573 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,860,313 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,860,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES-VANGUARD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $1,040,167 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $889,436 | CostOrOtherBasisAmt |
| Gain Or Loss | $150,731 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $150,731 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,731 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,827 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,827 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,603 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,603 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$6,603 | OriginalReturnOverpaymentAmt |
| Overpayment | $4,776 | OverpaymentAmt |
| Applied To ES Tax | $4,776 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JBRIAN POTTS | IndividualWithBooksNm |
| Phone | 6177332020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 CONANT ROAD | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02493 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN M MCCARTHY ESQ | ||||||||
| 275 GROVE ST STE 2-400 | NEWTON | MA | 02466 | TRUSTEE | 0.00 | $22,000 | $0 | $0 |
| JBRIAN POTTS | ||||||||
| 320 CONCANT ROAD | WESTON | MA | 02493 | TRUSTEE | 0.00 | $22,000 | $0 | $0 |
| GINA REGINA | ||||||||
| 31 CRANBERRY RUN | EAST FALMOUTH | MA | 02536 | TRUSTEE | 0.00 | $10,000 | $0 | $0 |
| DAVID H VAUGHN | ||||||||
| 10 PERRY ROAD | NATICK | MA | 01760 | TRUSTEE | 0.00 | $10,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,111,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $437,423 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,549,203 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,549,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,450,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $322,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $322,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,827 | TotalTaxAmt |
| Distributable Before Adj | $320,721 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $320,721 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $320,721 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,913 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $323,913 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,821 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,913 | QualifyingDistributionsAmt |
| Applied To Year1 | $80,821 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $243,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $77,629 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE SAMARITANS | ||||||
| 41 WEST STREET 4TH FLOOR | BOSTON | MA | 02111 | PC | PROVIDES LIFE SAVINGSUICIDE PREVENTION SERVICES | $50,000 |
| THE ELLIE FUND | ||||||
| 200 RESERVOIR STREET SUITE 300 | NEEDHAM | MA | 02494 | PC | SUPPORTING BREAST CANCERPATIENTS WITH ESSENTIALSERVICES TO EASE THE STRESS | $15,000 |
| SHELTER MUSIC BOSTON | ||||||
| 1337 MASSACHUSETTS AVE 116 | ARLINGTON | MA | 02476 | PC | MUSIC FOR ORGANIZATIONSDEDICATED TO HELPING PEOPLEWHO ARE HOMELESS OR RECOVERING | $50,000 |
| LUCY LOVE BUS | ||||||
| 21 WATER STREET SUITE 302 | AMESBURY | MA | 01913 | PC | TO IMPROVE QUALITY OF LIFEFOR CHILDREN WITH CANCER & LIFE THREATENING ILLNESS | $45,000 |
| COURAGEOUS PARENTS NETWORK | ||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | PC | EMPOWERS FAMILIES ANDPROVIDERS CARING FORCHILDREN WITH SERIOUS ILLNESS | $40,000 |
| MARTHA VINEYARD CANCER SUPPORT | ||||||
| PO BOX 2214 | VINEYARD HAVEN | MA | 02568 | PC | ENHANCE QUALITY OF LIFEFOR CANCER PATIENTS & FAMILIESBY SUPPORT GROUPS & FINACIAL SUPPORT | $10,000 |
| CAMP CASCO | ||||||
| PO BOX 330 | SUDBURY | MA | 01776 | PC | HELPING KIDS AFFECTEDBY CHILDHOOD CANCER | $5,000 |
| DANA FARBER PACT CPN AWARD | ||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | CARING OF CHILDREN WITHSERIOUS ILLNESS& THEIR FAMILIES. | $5,000 |
| HALE EDUCATION | ||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | PF | PROVIDE EDUCATION TOINSPIRE LEARNING EMPOWERUS TO LEAD & UNITE PEOPLE | $50,000 |
| NAN PROJECT | ||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | PROMOTE MENTAL HEALTHAWARENESS & SUICIDEPREVENTION FOR YOUNG PEOPLE | $10,000 |
| PEOPLE FOR CATS | ||||||
| PO BOX 422 | FALMOUTH | MA | 02574 | PC | STRIVE TO PLACE CATS ANDKITTENS TO APPROPRIATE,RESPONSIBLE & LOVING HOMES | $5,000 |
| METROWEST LEGAL SERVICES | ||||||
| 63 FOUNDATION ST SUITE 304 | FRAMINGHAM | MA | 01702 | PC | FREE LEGAL AID TO LOW-INCOME PEOPLE AND VICTIMS OF CRIME WHO NEED OUR HELP | $10,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY M HOLLNAD CPN | ||||||
| PO BOX 29017 | PORTLAND | OR | 97296 | PC | A NATIONAL LEADER IN HEALTH & SCIENCEIMPROVING THE HEALTH &WELL-BEING THROUGH EDUCATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,000 | 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 | $43,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,667 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148,121 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY RECEIPTS | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $197,657 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,667 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,324 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INTEREST WAS EXCLUDED FROM GROSS INCOME BY SECTION 103 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JKJ Tax Compliance TAX PREPARATION | CategoryTxt |
| Amt | $3,878 | Amt |
| Disbursements Charitable Prps | $3,878 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|
| $351,396 | $334,045 | $17,351 |
| $687,805 | $558,001 | $129,804 |
| $966 | $966 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCK | StockNm |
| EOY Book Value | $2,407,876 | EOYBookValueAmt |
| EOYFMV | $5,139,582 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER ALT INVESTMENTS-SEE DETAIL ATTACHED | $120,000 | $112,000 |
| OTHER INVESTMENT-PARTNERSHIP | $858,162 | $948,524 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE FILING FEE | $35 | $35 | |
| BANK FEES | $118 | $118 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY | $5,847 | $5,847 |
| PARTNERSHIP ACTIVITY | $0 | $4,168 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2020 FEDERAL | $8,750 | $8,750 |
| FOREIGN TAXES | $116 | $116 |
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