NORDBLOM FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORDBLOM FAMILY FOUNDATION (EIN 04-3491328)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349104495
- 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 Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:39:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204071715 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTELETTI DESROCHERS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 DAMON MILL SQUARE SUITE 5D | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | 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 | 043491328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORDBLOM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORD | BusinessNameControlTxt |
| Phone | 7812724000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 THIRD AVENUE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER C NORDBLOM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812724000 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | NORDBLOM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R DESROCHERS CPA | PreparerPersonNm |
| PTIN | P00447691 | PTIN |
| Phone | 7813283200 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,241,910 | 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 | $738,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $738,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,679,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,186,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,679,483 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,418,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,418,086 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $398,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $367,333 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,682 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,034 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,350 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,519 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,517 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $513,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $391,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,663,918 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,663,918 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,177,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $391,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,772,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,240,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,026,884 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,393 | CashBOYAmt |
| Cash EOY | $55,544 | CashEOYAmt |
| Cash EOYFMV | $55,544 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,173 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,173 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $891,759 | AcctRcvblBOYAmt |
| Prepaid Expenses EOY | $44,811 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $44,811 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $36,446,795 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,466,067 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,075,382 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,421,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,632,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,241,910 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,000 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $4,237 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $37,392,257 | CapitalStockBOYAmt |
| Capital Stock EOY | $38,632,595 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,392,257 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,632,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,421,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,632,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,392,257 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,240,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,632,595 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,632,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VANGUARD INTL STOCK IX INST | P | $200,000 | $163,923 | $36,077 | $36,077 |
| VANGUARD INTL STOCK IX INST | P | $100,000 | $77,136 | $22,864 | $22,864 |
| VANGUARD INTL STOCK IX INST | P | $100,000 | $80,387 | $19,613 | $19,613 |
| VANGUARD INTL STOCK IX INST | P | $300,000 | $232,509 | $67,491 | $67,491 |
| VANGUARD INTL STOCK IX INST | P | $250,000 | $203,845 | $46,155 | $46,155 |
| VANGUARD INTL STOCK IX INST | P | $550,000 | $429,701 | $120,299 | $120,299 |
| VANGUARD BOND MKT INDEX INST | P | $220 | $220 | $220 | |
| VANGUARD BOND MKT INDEX INST | P | $13,178 | $13,178 | $13,178 | |
| VANGUARD STOCK MKT IDX INST | P | $500,000 | $262,319 | $237,681 | $237,681 |
| VANGUARD STOCK MKT IDX INST | P | $100,000 | $48,408 | $51,592 | $51,592 |
| VANGUARD STOCK MKT IDX INST | P | $550,000 | $264,660 | $285,340 | $285,340 |
| VANGUARD STOCK MKT IDX INST | P | $100,000 | $47,179 | $52,821 | $52,821 |
| VANGUARD STOCK MKT IDX INST | P | $550,000 | $240,176 | $309,824 | $309,824 |
| VANGUARD STOCK MKT IDX INST | P | $285,000 | $125,618 | $159,382 | $159,382 |
| GQG PARTNERS GLOBAL EQUITY FUND | P | $44,339 | -$44,339 | -$44,339 | |
| GQG PARTNERS GLOBAL EQUITY FUND | P | $152,312 | $152,312 | $152,312 | |
| GQG PARTNERS GLOBAL EQUITY FUND - SEC 988 | P | $1,031 | -$1,031 | -$1,031 | |
| GARDNER RUSSON & QUINN LLC | P | $2,538 | $2,671 | -$133 | -$133 |
| GARDNER RUSSON & QUINN LLC | P | $14,904 | $14,058 | $846 | $846 |
| GARDNER RUSSON & QUINN LLC | P | $20,551 | $14,167 | $6,384 | $6,384 |
| GARDNER RUSSON & QUINN LLC | P | $2,514 | $2,560 | -$46 | -$46 |
| GARDNER RUSSON & QUINN LLC | P | $27,710 | $20,046 | $7,664 | $7,664 |
| GARDNER RUSSON & QUINN LLC | P | $75,944 | $72,067 | $3,877 | $3,877 |
| GARDNER RUSSON & QUINN LLC | P | $2,584 | $2,731 | -$147 | -$147 |
| GARDNER RUSSON & QUINN LLC | P | $11,421 | $9,022 | $2,399 | $2,399 |
| GARDNER RUSSON & QUINN LLC | P | $15,291 | $17,302 | -$2,011 | -$2,011 |
| GARDNER RUSSON & QUINN LLC | P | $89,019 | $81,707 | $7,312 | $7,312 |
| FARALLON CAPITAL - 1256 | P | $12,307 | -$12,307 | -$12,307 | |
| FARALLON CAPITAL | P | $36,525 | -$36,525 | -$36,525 | |
| FARALLON CAPITAL | P | $132,969 | $132,969 | $132,969 | |
| FARALLON CAPITAL | P | $34,593 | $34,593 | $34,593 | |
| FPA CRESCENT FUND | P | $3,780 | $3,780 | $3,780 | |
| FPA CRESCENT FUND | P | $83,933 | $83,933 | $83,933 | |
| DAVIDSON KEMPNER INSTITUTIONAL | P | $30,603 | $30,603 | $30,603 | |
| DAVIDSON KEMPNER INSTITUTIONAL | P | $34,460 | $34,460 | $34,460 | |
| DAVIDSON KEMPNER INSTITUTIONAL - 1256 | P | $7,450 | $7,450 | $7,450 | |
| STATE STREET REAL ASSET NON-LENDING COMMON TRUST FUND | P | $540,118 | $540,118 | $540,118 | |
| STATE STREET REAL ASSET NON-LENDING COMMON TRUST FUND | P | $304,476 | $304,476 | $304,476 | |
| STATE STREET REAL ASSET NON-LENDING COMMON TRUST FUND - 988 | P | $611 | -$611 | -$611 | |
| STATE STREET REAL ASSET NON-LENDING COMMON TRUST FUND - 1256 | P | $920 | $920 | $920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,679,483 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,074 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,074 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,455 | 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 | $56,455 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $14,373 | OverpaymentAmt |
| Applied To ES Tax | $14,373 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NORDBLOM COMPANY | IndividualWithBooksNm |
| Phone | 7812724000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 THIRD AVENUE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PETER C NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT W NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE N DODGE | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| M LEE NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 25.00 | $54,750 | $0 | $0 |
| CAROLYN C LOS | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,204,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $442,446 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,749,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,749,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $701,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,048,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,302,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,302,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,074 | TotalTaxAmt |
| Distributable Before Adj | $2,260,332 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,260,332 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,260,332 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,772,862 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,772,862 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,260,332 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $960,709 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,772,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $960,709 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $812,153 | 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 | $1,448,179 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALSO ONE | ||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | PUBLIC CHARITY | CHARITABLE | $250 |
| ANCIENT FAITH RADIO | ||||||
| PO BOX 3027 | MUNSTER | IN | 46321 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| APPALACHIAN MOUNTAIN CLUB | ||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | ||||||
| 865 WASHINGTON ST | BOSTON | MA | 02111 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| BOSTON FOUNDATION INC | ||||||
| 75 ARLINGTON ST 300 | BOSTON | MA | 02116 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS ST SUITE 730 | BOSTON | MA | 02109 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| CAPE COD CHILDREN'S PLACE | ||||||
| 10 BALLWIC RD PO BOX 1935 | N EASTHAM | MA | 02651 | PUBLIC CHARITY | CHARITABLE | $40,000 |
| CARE DIMENSIONS | ||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| CHILDREN'S RM-CTR FOR GRIEVING | ||||||
| 1210 MASS AVE | ARLINGTON | MA | 02476 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| COLUMBIA LAND CONSERVANCY | ||||||
| 49 MAIN STREET | CHATHAM | NY | 12037 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CROSSROADS FOR KIDS | ||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | PUBLIC CHARITY | CHARITABLE | $15,000 |
| EMPATH | ||||||
| 380 CONGRESS ST 5TH FLOOR | BOSTON | MA | 02210 | PUBLIC CHARITY | CHARITABLE | $200,000 |
| EPIPHANY | ||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | PUBLIC CHARITY | CHARITABLE | $40,000 |
| FAMILIES FIRST PARENTING PROGRAMS | ||||||
| 9 GALEN ST | WATERTOWN | MA | 02472 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | ||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| FATHER'S UPLIFT INC | ||||||
| 12 SOUTHERN AVENUE | DORCHESTER | MA | 02124 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | PUBLIC CHARITY | CHARITABLE | $500,000 |
| FRIENDS OF THE CHILDREN - BOSTON | ||||||
| 184 DUDLEY ST SUITE 100 | ROXBURY | MA | 02119 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| HOUSE WITH A HEART SENIOR PET SANTUARY | ||||||
| 6409 STREAM VALLEY WAY | GAITHENSBURG | MD | 20882 | PUBLIC CHARITY | CHARITABLE | $200 |
| INSIGHT GARDEN PROGRAM | ||||||
| 2081 CENTER ST | BERKELEY | CA | 94704 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| JOE ANDRUZZI FOUNDATION | ||||||
| 49 PLAIN ST SUITE 500 | NORTH ATTLEBORO | MA | 02760 | PUBLIC CHARITY | CHARITABLE | $468 |
| JUSTICE RESOURCE INITIATIVE FBO FIRST CONNECTIONS | ||||||
| 360 MASS AVE | ACTON | MA | 01720 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| LA ALIANZA HISPANA | ||||||
| 1000 MASS AVE 101 | BOSTON | MA | 02118 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| MARY'S PLACE | ||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MONTSERRAT COLLEGE OF ART | ||||||
| 23 ESSEX ST | BEVERLY | MA | 01915 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MSPCA - ANGELL | ||||||
| 350 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | PUBLIC CHARITY | CHARITABLE | $20,000 |
| MUSEUM OF SCIENCE | ||||||
| 1 MUSEUM OF SCIENCE DRIVEWAY | BOSTON | MA | 02114 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| NEW HORIZONS FOUNDATION | ||||||
| 5550 TECH CENTER DRIVE SUITE 303 | COLORADO SPRINGS | CO | 80919 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| PARENT POSSIBLE | ||||||
| 800 GRANT ST SUITE 200 | DENVER | CO | 80203 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| PATHWAYS FOR CHILDREN | ||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | PUBLIC CHARITY | CHARITABLE | $20,000 |
| PLUMMER YOUTH PROMISE | ||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| PROGRAM FOR EARLY PARENT | ||||||
| 4649 SUNNYSIDE AVE N 324 | SEATTLE | WA | 98103 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| RAINBOW RAILROAD | ||||||
| 424 WEST 54TH STREET | NEW YORK | NY | 01019 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ROCA INC | ||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| ROOM TO GROW NATIONAL INC | ||||||
| 142 BERKELEY STREET | BOSTON | MA | 02116 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| SCARBOROUGH LAND CONSERVATION TRUST | ||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SILVER LINING MENTORING | ||||||
| PO BOX 541497 | WALTHAM | MA | 02454 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| SUMMER SEARCH | ||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| THE BOSTON HOUSE | ||||||
| 229 KENT ST | BROOKLINE | MA | 02446 | PUBLIC CHARITY | CHARITABLE | $500 |
| THE OPEN PANTRY OF GREATER LOWELL | ||||||
| 13 HURD ST | LOWELL | MA | 08152 | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTERN NEW ENGLAND COLLEGE | ||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WGBH EDUCATIONAL FOUNDATION | ||||||
| ONE GUEST ST | BOSTON | MA | 02135 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,663,918 | 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 | $738,603 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,679,483 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,418,086 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,418,086 | 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 | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $20,995 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,995 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY | AT COST | $12,129,009 | $18,226,936 |
| FLEXIBLE CAPITAL | AT COST | $10,993,647 | $13,108,140 |
| REAL ASSETS | AT COST | $7,038,580 | $7,980,184 |
| FIXED INCOME | AT COST | $6,074,742 | $6,259,241 |
| PRIVATE CAPITAL | AT COST | $1,787,643 | $2,058,435 |
| OTHER | AT COST | $442,446 | $442,446 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $1,209 | $605 | $604 |
| BANK/PAYROLL FEES | $3,827 | $1,914 | $1,913 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FED TAX PAYABLE | $2,228 | $0 |
| MA TAX PAYABLE | $2,009 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $367,333 | $367,333 | $0 |
| GMA FEES | $30,682 | $0 | $30,682 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA STATE TAXES | $0 | $0 | $0 |
| FEDERAL TAXES | $13,684 | $0 | $0 |
| FOREIGN TAXES | $21,350 | $21,350 | $0 |
Comments