MARY LINCOLN JOHNSON CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MARY LINCOLN JOHNSON CHARITABLE FOUNDATION (EIN 13-4281942)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202213139349102551
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-09T15:35:39-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042620388PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLES & BODOIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 SECOND AVENUEAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134281942EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARY LINCOLN JOHNSON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O ANNE S EVANS TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone7812370150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 RIDGEWOOD LANEAddressLine1Txt
CityHILTON HEADCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29928ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD NAVINSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812370150PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastNAVINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN W LAPIERRE CPAPreparerPersonNm
PTINP00113727PTIN
Phone7814551400PhoneNum
Preparation2022-11-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,743,547FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$64,490DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,003DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,889NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$383,942GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,889CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$173,379TotalRevAndExpnssAmt
Total Net Invst Incm$166,892TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,008CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,008CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,186OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,186OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,245TaxesRevAndExpnssAmt
Taxes Net Invst Incm$33TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$49OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$49OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,988TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,219TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,592TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$205,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$205,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$236,988TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,219TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$213,592TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$63,609ExcessRevenueOverExpensesAmt
Net Investment Income$146,673NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,460SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,430SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,430SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$101,877USGovernmentObligationsBOYAmt
US Government Obligations EOY$101,877USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$101,588USGovtObligationsEOYFMVAmt
Corporate Stock BOY$977,679CorporateStockBOYAmt
Corporate Stock EOY$1,022,555CorporateStockEOYAmt
Corporate Stock EOYFMV$2,524,216CorporateStockEOYFMVAmt
Corporate Bonds BOY$200,474CorporateBondsBOYAmt
Corporate Bonds EOY$100,175CorporateBondsEOYAmt
Corporate Bonds EOYFMV$101,313CorporateBondsEOYFMVAmt
Total Assets BOY$1,308,490TotalAssetsBOYAmt
Total Assets EOY$1,241,037TotalAssetsEOYAmt
Total Assets EOYFMV$2,743,547TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,308,490CapitalStockBOYAmt
Capital Stock EOY$1,241,037CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,308,490TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,241,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,308,490TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,241,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,308,490TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$63,609ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,244,881SubtotalAmt
Other Decreases$3,844OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,241,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50000 SHS ALLY FINL INCP2017-07-192021-03-15$50,000$50,010-$10-$10
800 SHS ARAMARKP2019-09-032021-09-23$26,656$32,808-$6,152-$6,152
29.8 SHS ORGANON & COP2019-11-052021-09-23$992$1,183-$191-$191
50000 SHS TIME WARNER CABLE INCP2015-05-072021-07-02$50,000$50,698-$698-$698
198 SHS VIATRIS INCP2016-12-052021-09-23$2,652$2,634$18$18
400 SHS WESTROCK COMPANYP2018-02-072021-09-23$20,125$26,357-$6,232-$6,232
600 SHS WESTROCK COMPANYP2019-09-032021-09-23$30,188$20,006$10,182$10,182
1000 SHS AT&T INCP2006-08-032021-05-27$29,651$31,256-$1,605-$1,605
100 SHS HOME DEPOT INCP2009-11-252021-09-23$33,701$2,812$30,889$30,889
125 LINDE PLCP2010-03-172021-09-23$38,892$20,431$18,461$18,461
P2009-11-252021-09-23$30,557$8,112$22,445$22,445
150 SHS MCDONALDS CORPP2009-11-252021-10-14$36,718$9,734$26,984$26,984
.800 SHS ORGANON & COP2010-03-022021-06-02$23$14$9$9
99.2 SHS ORGANON & COP2010-03-022021-09-23$3,301$1,790$1,511$1,511
400 SHS OMNICOM GROUP INCP2005-12-072021-10-14$30,486$17,208$13,278$13,278
FieldValueIRS element (for citing)
Capital Gain Net Income$108,889CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,039InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,039SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,039TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,400TotalPaymentsAndCreditsAmt
Es Penalty$16EsPenaltyAmt
Overpayment$345OverpaymentAmt
Applied To ES Tax$345AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANNE S EVANS TRUSTEEIndividualWithBooksNm
Phone6176996179PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 RIDGEWOOD LANEAddressLine1Txt
CityHILTON HEADCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29928ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER G JOHNSON
4 RIDGEWOOD LANEHILTON HEADSC29928TRUSTEE0.10$0$0$0
DAVID B JOHNSON
4 RIDGEWOOD LANEHILTON HEADSC29928TRUSTEE0.10$0$0$0
ANNE S EVANS
4 RIDGEWOOD LANEHILTON HEADSC29928CHAIR0.10$0$0$0
THOMAS R JOHNSON
4 RIDGEWOOD LANEHILTON HEADSC29928TRUSTEE0.10$0$0$0
JOHN H JOHNSON
4 RIDGEWOOD LANEHILTON HEADSC29928TRUSTEE0.10$0$0$0
BENJAMIN B JOHNSON
4 RIDGEWOOD LANEHILTON HEADSC29928TRUSTEE0.10$0$0$0
RICHARD R NAVINS
20 WALNUT STREET 308WELLESLEYMA02481TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,625,443AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,890AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,724,333TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,724,333AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,865CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,683,468NetVlNoncharitableAssetsAmt
Minimum Investment Return$134,173MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$134,173MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,039TaxBasedOnInvestmentIncomeAmt
Total Tax$2,039TotalTaxAmt
Distributable Before Adj$132,134DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$132,134DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$132,134DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$213,592ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$213,592QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$132,134DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$550ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$95,123ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$95,673TotalExcessDistributionCyovAmt
Qualifying Distributions$213,592QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$132,134AppliedToCurrentYearAmt
Remaining Distri From Corpus$81,458RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$177,131TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$177,131ExcessDistriCyovToNextYrAmt
Excess From Year4$550ExcessFromYear4Amt
Excess From Year1$95,123ExcessFromYear1Amt
Excess From Current Year$81,458ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DIGNITY MATTERS
PO BOX 72WAYLANDMA01778NONEPUBLIC CHARITYCHARITABLE$5,000
GLOBE SANTA
PO BOX 491MEDFORDMA02155NONEPUBLIC CHARITYCHARITABLE$5,000
PROJECT JUST BECAUSE
109 SOUTH STREETHOPKINGTONMA01748NONEPUBLIC CHARITYCHARITABLE$5,000
DANIELS TABLE
10 PEARL STREETFRAMINGHAMMA01702NONEPUBLIC CHARITYCHARITABLE$5,000
HOPE HOSPICE AND PALLIATIVE CARE
1085 N MAIN STREETPROVIDENCERI029045719NONEPUBLIC CHARITYHEALTH CARE$5,000
WATER WELL TRUST
PO BOX 2399DAVIDSONNC28036NONEPUBLIC CHARITYCHARITABLE$10,000
BOSTON FOUNDATION INC
PO BOX 843027BOSTONMA022843027NONEPUBLIC CHARITYCHARITABLE$10,000
DONORS CHOOSE
PO BOX 7247PHILADELPHIAPA191706656NONEPUBLIC CHARITYCHARITABLE$5,000
INSPIRING MINDS
190 BROAD STREET 2ND FLOORPROVIDENCERI02903NONEPUBLIC CHARITYCHARITABLE$5,000
NATIONAL DISASTER SEARCH DOG FOUNDATION
6800 WHEELER CANYON ROADSANTA PAULACA83060NONEPUBLIC CHARITYCHARITABLE$5,000
FEEDING AMERICA
PO BOX 96749WASHINGTONDC200906749NONEPUBLIC CHARITYCHARITABLE$5,000
TRAVIS MILLS FOUNDATION
747 WESTERN AVENUE STE 1MANCHESTERME04351NONEPUBLIC CHARITYCHARITABLE$10,000
MAINE PAWS FOR VETERANS
PO BOX 516TOPSHAMME04086NONEPUBLIC CHARITYCHARITABLE$10,000
RESCUE CHARLIES FRIENDS
PO BOX 160WOOLWICHME04579NONEPUBLIC CHARITYCHARITABLE$5,000
THE GATHERING PLACE
24 BEECH DRIVEBRUNSWICKME04011NONEPUBLIC CHARITYCHARITABLE$5,000
WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKESHREWSBURYMA01545NONEPUBLIC CHARITYCHARITABLE$15,000
WESTBOROUGH FOOD PANTRY
PO BOX 502WESTBOROUGHMA01581NONEPUBLIC CHARITYCHARITABLE$10,000
SAFESPOT
PO BOX 148FAIRFAXVA22038NONEPUBLIC CHARITYCHARITABLE$7,000
PANDAS NETWORK
655 OAK GROVE AVENUE 1373MENLO PARKCA94026NONEPUBLIC CHARITYHEALTH CARE$7,000
PAWS OF HONOR
1158 PROFESSIONAL DRIVE STE GWILLIAMSBURGVA23185NONEPUBLIC CHARITYCHARITABLE$7,000
JESUIT HIGH SCHOOL
4701 NORTH HIMES AVENUETAMPAFL33614NONEPUBLIC CHARITYCHARITABLE$10,000
BAY PATH HUMANE SOCIETY
500 LEGACY FARMSNORTH HOPKINGTONMA01748NONEPUBLIC CHARITYCHARITABLE$5,000
HUNTINGTONS DISEASE SOCIETY
PO BOX 14CHELMSFORDMA01824NONEPUBLIC CHARITYHEALTH CARE$5,000
MCLEAN HOSPITAL
115 MILL STREETBELMONTMA02478NONEPUBLIC CHARITYHEALTH CARE$10,000
FOOD FOR OTHERS
2938 PROSPERITY AVENUEFAIRFAXVA22031NONEPUBLIC CHARITYCHARITABLE$7,000
PRS
10455 WHITE GRANITE DRIVE STE 400OAKTONVA22124NONEPUBLIC CHARITYCHARITABLE$7,000
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC200363604NONEPUBLIC CHARITYCHARITABLE$2,500
TAMPA HOMELESS OUTREACH
PO BOX 448LARGOFL33778NONEPUBLIC CHARITYCHARITABLE$5,000
VALOR SERVICE DOGS
15006 MCGRADY ROADWIMAUMAFL33598NONEPUBLIC CHARITYCHARITABLE$5,000
EMILY ROSE EMPWR FOUNDATION
3477 BARBOUR TRAILODESSAFL33556NONEPUBLIC CHARITYCHARITABLE$5,000
TRUMBULL HIGH SCHOOL GOLDEN EAGLE MARCHING BAND
PO BOX 255TRUMBULLCT06611NONEPUBLIC CHARITYCHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$205,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,490ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$108,889ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$173,379ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$173,379TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$100,175EOYBookValueAmt
EOYFMV$101,313EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK & EQUITY INVESTMENTSStockNm
EOY Book Value$1,022,555EOYBookValueAmt
EOYFMV$2,524,216EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$101,877USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$101,588USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV/TAX BASIS ADJUSTMENTDesc
Amt$3,844Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$49RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$49DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$20,186Amt
Net Investment Income$20,186NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$3,177$0$0
STATE FILING FEE$35$0$35
FOREIGN TAXES$33$33$0

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