BROMLEY CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BROMLEY CHARITABLE TR (EIN 04-3237138)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202203159349101505
- Schema version
- 2020v4.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T10:38:46-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042815899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST INVESTMENT MANAGEMENT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH ST STE 1000 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043237138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROMLEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROM | BusinessNameControlTxt |
| Phone | 6175233588 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUNCAN M MCFARLAND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175233588 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DUNCAN | PersonFirstNm |
| Person Last | MCFARLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER HARRIS | PreparerPersonNm |
| PTIN | P00292395 | PTIN |
| Phone | 6175233588 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,097,518 | 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 | $3,950,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $107,030 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,263 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,094,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,733 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61,169 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,169 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $78,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,182 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $17 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,227 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,324 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $201,244 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,372 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $192,372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $343,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,798 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $254,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,781,414 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,781,414 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,124,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,798 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,036,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,970,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,800 | CashBOYAmt |
| Cash EOY | $107,956 | CashEOYAmt |
| Cash EOYFMV | $107,956 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $150,419 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,600 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,612,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,528,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,542,429 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $8,313,191 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $6,165,075 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $8,313,191 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,313,191 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,084,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,084,777 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,123,342 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,074,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,044,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,097,518 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,251,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,251,801 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,822,860 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,792,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,074,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,044,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,074,661 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,044,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,074,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,970,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,044,807 | SubtotalAmt |
| Other Decreases | $44 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,044,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1,858 SHS, KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND | 2017-10-13 | 2020-01-27 | $25,086 | $38,967 | -$13,881 | -$13,881 | |
| 2,805 SHS, KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND | 2011-10-14 | 2020-01-27 | $37,871 | $53,489 | -$15,618 | -$15,618 | |
| 18,867.925 SHS, PGIM HIGH YIELD | 2008-10-09 | 2020-11-02 | $100,000 | $55,888 | $44,112 | $44,112 | |
| CAPITAL GAINS DIVIDENDS | $24,650 | $24,650 | $24,650 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,263 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $805 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $805 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,161 | 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 | $443 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$15,718 | OriginalReturnOverpaymentAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $362 | 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 | DUNCAN MCFARLAND | IndividualWithBooksNm |
| Phone | 6175233588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DUNCAN MCFARLAND | ||||||||
| 299 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN B MCFARLAND | ||||||||
| 299 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY E DEMPZE | ||||||||
| HEMENWAY BARNES - 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALICE FARMER | ||||||||
| 1213 N STREET NW UNIT A | WASHINGTON | DC | 20005 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $6,061,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $322,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,383,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,383,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,287,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $314,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $314,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $805 | TotalTaxAmt |
| Distributable Before Adj | $313,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $313,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $313,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,036,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,036,279 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,036,279 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,008,460 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $794,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,653,407 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,716,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,631,475 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,804,425 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,036,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,587 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,722,692 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,527,117 | 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 | $4,008,460 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,518,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $794,313 | ExcessFromYear4Amt |
| Excess From Year3 | $1,653,407 | ExcessFromYear3Amt |
| Excess From Year2 | $1,716,770 | ExcessFromYear2Amt |
| Excess From Year1 | $1,631,475 | ExcessFromYear1Amt |
| Excess From Current Year | $1,722,692 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DUNCAN MCFARLAND | ContributingManagerNm |
| Contributing Manager | ELLEN B MCFARLAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTHONY TRUST ASSOCIATION | |||||||
| PO BOX 205471 | NEW HAVEN | CT | 06520 | NONE | PUBLIC | GENERAL | $50,000 |
| ALLEN NEIGHBORHOOD CENTER | |||||||
| 166 E KALAMAZOO ST | LANSING | MI | 48912 | NONE | PUBLIC | GENERAL | $60,000 |
| BEACON ACADEMY | |||||||
| 477 LONGWOOD AVE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL | $50,000 |
| BOSTON COMMUNITY PEDIATRICS | |||||||
| 527 ALBANY ST 200 | BOSTON | MA | 02118 | NONE | PUBLIC | GENERAL | $50,000 |
| DAILY TABLE | |||||||
| 2201 WASHINGTON ST SUITE A | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL | $25,000 |
| DANIEL'S TABLE | |||||||
| 10 PEARL ST | FRAMINGHAM | MA | 01702 | NONE | PUBLIC | GENERAL | $10,000 |
| DARTMOUTH NATIONAL RESOURCES TRUST | |||||||
| 318 CHASE RD | DARTMOUTH | MA | 02747 | NONE | PUBLIC | GENERAL | $10,000 |
| ELEPHANT FAMILY USA | |||||||
| 130 WEST 79TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL | $50,000 |
| FIRST CONGREGATIONAL CHUCRH | |||||||
| 21 CHURCH ST | WINCHESTER | MA | 01890 | NONE | PUBLIC | GENERAL | $15,000 |
| FRIENDS OF BEDROCK GARDENS | |||||||
| 19 HIGH RD | LEE | NH | 03861 | NONE | PUBLIC | GENERAL | $10,000 |
| GIVING DIRECTLY INC | |||||||
| CHURCH STREET STATION PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PUBLIC | GENERAL | $5,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | PUBLIC | GENERAL | $5,000 |
| HEADING HIME | |||||||
| 529 MAIN STREET SUITE 100 | CHARLESTON | MA | 02129 | NONE | PUBLIC | GENERAL | $10,000 |
| HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC | GENERAL | $25,000 |
| HOOPS AND HOMEWORK | |||||||
| 9 PUSAN RD | FRAMINGHAM | MA | 01702 | NONE | PUBLIC | GENERAL | $10,000 |
| HUNTINGDON VALLEY CEMETERY & CHAPEL CO | |||||||
| 1005 HORSHAM RD | NORTH WALES | PA | 19454 | NONE | PUBLIC | GENERAL | $50,000 |
| INSTITUTE FOR MUSICAL ARTS | |||||||
| 165 CAPE ST | GOSHEN | MA | 01096 | NONE | PUBLIC | GENERAL | $11,000 |
| LEWA WILDLIFE CONSERVANCY | |||||||
| PO BOX 4449 | NEW YORK | NY | 10163 | NONE | PUBLIC | GENERAL | $25,000 |
| LITTLE QUAKERS ACADEMY | |||||||
| 401 ELM DRIVE | PLAINFIELD | IN | 46168 | NONE | PUBLIC | GENERAL | $25,000 |
| MANOMET | |||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PUBLIC | GENERAL | $30,000 |
| MARION INSTITUTE | |||||||
| 202 SPRING ST | MARION | MA | 02738 | NONE | PUBLIC | GENERAL | $50,000 |
| MORY'S ASSOCIATION | |||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | NONE | PUBLIC | GENERAL | $25,000 |
| NEW PROFIT | |||||||
| 225 FRANKLIN ST 350 | BOSTON | MA | 02110 | NONE | PUBLIC | GENERAL | $50,000 |
| NORTHEAST WILDERNESS TRUST | |||||||
| 17 STATE ST 302 | MONTPELLIAR | VT | 05602 | NONE | PUBLIC | GENERAL | $25,000 |
| NORTHSTAR LEARNING CENTER | |||||||
| 53 LINDEN ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | GENERAL | $25,000 |
| PEACE FIRST | |||||||
| 25 KINGSTON ST | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL | $5,000 |
| RARE CONSERVATION | |||||||
| 1310 N COURTHOUSE ROAD | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL | $8,500 |
| RED GATE FARM | |||||||
| 4 NORMAN RD | ASHFIELD | MA | 01330 | NONE | PUBLIC | GENERAL | $150,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| 95 DEERFIELD AVE | WESTWOOD | MA | 02090 | NONE | PUBLIC | GENERAL | $25,000 |
| ST MARK'S OF EPHESUS | |||||||
| 340 CLAPBOARDTREE ST | WESTWOOD | MA | 02090 | NONE | PUBLIC | GENERAL | $336,414 |
| SUPPORTIVE LIVING | |||||||
| 400 W CUMMINGS PARK 6100 | WOBURN | MA | 01801 | NONE | PUBLIC | GENERAL | $25,000 |
| THE EXPLORERS CLUB | |||||||
| 46E 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL | $14,000 |
| THE NATURE CONSERVANACY - BELIZE PROJECT | |||||||
| 4245 NORTH FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC | GENERAL | $100,000 |
| THREE SQUARES NEW ENGLAND | |||||||
| PO BOX 31 | BELMONT | MA | 02478 | NONE | PUBLIC | GENERAL | $5,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 6 BEACON ST 615 | BOSTON | MA | 02108 | NONE | PUBLIC | GENERAL | $25,000 |
| URBAN FARMING INSTITUTE | |||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | NONE | PUBLIC | GENERAL | $171,500 |
| URBAN FOOD INITIATIVE | |||||||
| 221 WASHINGTON ST | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL | $50,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL | $5,000 |
| WESTWOOD LAND TRUST | |||||||
| PO BOX 2616 | WESTWOOD | MA | 02090 | NONE | PUBLIC | GENERAL | $25,000 |
| WILLIAM PENN CHARTER SCHOOL | |||||||
| 3000 W SCHOOL HOUSE LN | PHILADELPHIA | PA | 19144 | NONE | PUBLIC | GENERAL | $55,000 |
| WOMEN'S FUND | |||||||
| 2 OLIVER ST 800 | BOSTON | MA | 02109 | NONE | PUBLIC | GENERAL | $25,000 |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| 7 PALMER ST 2 | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL | $25,000 |
| YWCA SOUTHEASTERN MA | |||||||
| 20 S 6TH ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | GENERAL | $25,000 |
| MARY'S LYNN FOUNDATION | |||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | NONE | PUBLIC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,781,414 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,030 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,693 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,723 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,723 | 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 | DUNCAN MCFARLAND | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,950,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| AMEDNED STATEMENT | 990-PF | THE RETURN IS AMENDED TO REFLECT THE NEW ASSET OF VANGUARD GLOBAL ESG SELECT FUND PURCHASED IN 2019. THIS IMPACTED THE BALANCE SHEET, EXCESS DISTRIBUTION CARRYOVER, AND TAX DUE. THE ORIGINAL RETURN REFLECTED A TAX OF $443 WITH AN OVERPAYMENT OF $15,718 TO TAX YEAR 2021. THE TAX DUE WITH THE AMENDED RETURN IS $362. |
| REVISED CONDUIT STATEMENT DUE TO AMENDMENT | 990-PF | THE BROMLEY CHARITABLE TRUST 04-3237138THE FOUNDATION FOR TAX YEAR 2020 HAS ELECTED TO BE TREATED AS A CONDUIT PURSUANT TO THE PROVISIONS OF CODE SECTION 170(B) (1) (F) (II). THE DISTRIBUTABLE INCOME FOR THE CURRENT YEAR IS $313,587. THE FOUNDATION MADE GRANTS OF $1,781,414 TO VARIOUS CHARITABLE ORGANIZATIONS IN 2020. THESE GRANTS CREATED AN EXCESS DISTRIBUTION OF $1,467,827 FOR THE CURRENT YEAR. DUNCAN MCFARLAND CONTRIBUTED CASH OF $3,950,000 TO THE FOUNDATION DURING 2020. THE FOUNDATION NEEDED TO DISTRIBUTE $2,482,173 BY MARCH 15, 2021 IN ORDER TO MEET THE REQUIREMENTS OF THE ABOVE-REFERENCED CODE SECTION. THE FOUNDATION HAS EXCESS DISTRIBUTION CARRYOVER OF $9,804,425 FROM TAX YEAR 2019. THEREFORE, WE APPLY UNUSED EXCESS DISTRIBUTION TO FULFILL THE AMOUNT OF $2,482,173 BY MARCH 15, 2021. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,000 ISHARES MSCI HONG KONG INDEX | $80,737 | $123,200 |
| 2030 ISHRS CORE MSCI EMERGING MKTS | $92,061 | $125,941 |
| ISHRS CORE MSCI EMERGING MKTS REINVEST | $12,150 | $14,703 |
| 1,000 SPDR DJ INTL REAL ESTATE | $34,584 | $34,090 |
| 1,500 SPDR DJ INTL REAL ESTATE | $54,015 | $51,135 |
| 738 SPDR S&P DIVIDEND | $43,625 | $78,176 |
| 10,032.397 INVESCO GLOBAL REAL ESTATE | $119,833 | $85,175 |
| INVESCO GLOBAL REAL ESTATE REINVEST | $203,508 | $199,857 |
| 1,291.156 VANGUARD INTL GROWTH | $100,000 | $206,959 |
| 1,922.830 VANGUARD INTL GROWTH | $150,000 | $308,210 |
| VANGUARD INTL GROWTH REINVEST | $53,989 | $154,627 |
| 2471.566 VANGUARD INTL VALUE | $102,273 | $99,481 |
| VANGUARD INTL VALUE REINVEST | $36,523 | $44,208 |
| 23,490 VANGUARD DIVIDEND GROWTH | $549,666 | $780,808 |
| VANGUARD DIVIDEND GROWTH REINVEST | $212,992 | $269,178 |
| 33,000 NEW AMERICA HIGH INCOME FUND | $248,410 | $286,440 |
| NEW AMERICA HIGH INCOME REINVEST | $121,647 | $121,650 |
| 6,409.573 PRUDENTIAL HIGH YIELD FUND | $17,048 | $35,381 |
| 54,737.752 PRUDENTIAL HIGH YIELD FUND | $145,588 | $302,152 |
| 2,948.915 PRUDENTIAL HIGH YIELD FUND | $7,842 | $16,278 |
| PRUDENTIAL HIGH YIELD FUND REINVEST | $432 | $513 |
| 14,733.126 PRUDENTIAL HIGH YIELD FUND | $39,186 | $81,327 |
| 3,686.358, VANGUARD ESG SELECT | $102,130 | $122,940 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARCHIPELAGO HOLDINGS LTD | FMV | $831,715 | $2,254,512 |
| WELLINGTON MGMT INVESTORS (IGUAZU) | FMV | $253,062 | $868,830 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LEGAL FEE | CategoryTxt |
| Legal Fees | $61,169 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,169 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK BASIS ADJUSTMENT FOR PREVIOUS YEAR | Desc |
| Amt | $44 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS. FORM PC FILING FEE | $500 | $0 | $0 |
| UBS FINANCIAL RMA SERVICE FEES | $8,372 | $8,372 | $0 |
| ROUND THE BEND FARM EXPENSES | $152,372 | $0 | $152,372 |
| KAREN BETTS - TRAVEL ARRANGMENTS | $40,000 | $0 | $40,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHEAST INVST MGMT - TAX PREP | $1,135 | $1,135 | $0 |
| TWIN FOCUS CAPITAL | $77,047 | $77,047 | $0 |
| ARCADIA INS - OFF & DIR LIABILITY | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $1,227 | Amt |
| Net Investment Income | $1,227 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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