MATTINA R PROCTOR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MATTINA R PROCTOR FOUNDATION (EIN 11-1067014)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349105987
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T17:16:02-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042232383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 111067014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA R PROCTOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BROUDE & HOCHBERG LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 6177485107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY D HUTCHINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177485107 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY D | PersonFirstNm |
| Person Last | HUTCHINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER KLINE | PreparerPersonNm |
| PTIN | P01432534 | PTIN |
| Phone | 6177485100 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| 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 | $20,422,715 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $371,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $371,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $852,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,728,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $942,506 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61,654 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $61,654 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,286,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,375,964 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $121,710 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,855 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,855 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,792 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $20,395 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $119,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,428 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $89,282 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,293 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $11,482 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,482 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,955 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $354,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165,639 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $507,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $507,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $862,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $673,239 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $424,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,248,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$4 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $241,540 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $386,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $386,650 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,582,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,875,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,036,065 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,824,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,262,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,422,715 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,824,037 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,262,047 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,824,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,262,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,824,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,262,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,824,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $424,289 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,725 | OtherIncreasesAmt |
| Subtotal | $11,262,051 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,262,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,590.000 SHS AT&T INC | P | 1984-01-01 | 2021-08-05 | $44,409 | $5,804 | $38,605 | $38,605 |
| 300.000 SHS ORGANON & CO | P | 2005-02-20 | 2021-08-05 | $8,667 | $4,503 | $4,164 | $4,164 |
| 260.950 SHS AT&T INC | P | 1984-01-01 | 2021-08-05 | $7,288 | $1,536 | $5,752 | $5,752 |
| 94.000 SHS PEPSICO INC | P | 2005-02-20 | 2021-08-05 | $14,514 | $5,061 | $9,453 | $9,453 |
| 1,200.000 SHS AT&T INC | P | 1984-01-01 | 2021-08-05 | $33,517 | $6,105 | $27,412 | $27,412 |
| 100.000 SHS PEPSICO INC | P | 2006-03-10 | 2021-08-05 | $15,440 | $6,029 | $9,411 | $9,411 |
| 322.000 SHSH AT&T INC | P | 1984-01-01 | 2021-08-05 | $8,994 | $1,895 | $7,099 | $7,099 |
| 806.000 SHS PEPSICO INC | P | 2006-03-10 | 2021-08-05 | $124,446 | $48,618 | $75,828 | $75,828 |
| 1,579.200 SHS AT&T INC | P | 1984-01-01 | 2021-08-05 | $44,108 | $6,649 | $37,459 | $37,459 |
| 700.000 SHS PROCTER & GAMBLE CO | P | 2005-02-20 | 2021-08-05 | $99,221 | $36,156 | $63,065 | $63,065 |
| 795.000 SHS AT&T INC | P | 1984-01-01 | 2021-08-05 | $22,205 | $2,902 | $19,303 | $19,303 |
| 124.07845 SHS VIATRIS INC | P | 1985-11-22 | 2021-08-05 | $1,724 | $112 | $1,612 | $1,612 |
| 1,855.000 SHS AT&T INC | P | 1985-05-10 | 2021-08-05 | $51,811 | $8,565 | $43,246 | $43,246 |
| 744.47072 SHS VIATRIS INC | P | 1991-05-29 | 2021-08-05 | $10,344 | $1,567 | $8,777 | $8,777 |
| 2,650.000 SHS AT&T INC | P | 1985-05-10 | 2021-08-05 | $74,016 | $12,420 | $61,596 | $61,596 |
| 23.45083 SHS VIATRIS INC | P | 2005-02-20 | 2021-08-05 | $326 | $258 | $68 | $68 |
| 554.850 SHS AT&T INC | P | 1989-02-02 | 2021-08-05 | $15,497 | $6,159 | $9,338 | $9,338 |
| 6,000 SHS WELLS FARGO & CO | P | 2005-02-20 | 2021-06-07 | $281,869 | $179,145 | $102,724 | $102,724 |
| 750.000 SHS BOSTON PROPERTIES REIT | P | 2006-03-10 | 2021-12-23 | $85,275 | $64,643 | $20,632 | $20,632 |
| 799.180 SHS WEYERHAEUSER CO | P | 1995-02-23 | 2021-12-23 | $30,756 | $33,549 | -$2,793 | -$2,793 |
| 3,300.000 SHS COCA-COLA CO | P | 2005-02-20 | 2021-08-05 | $186,251 | $70,719 | $115,532 | $115,532 |
| 1,200.000 SHS WEYERHAEUSER CO | P | 1996-04-24 | 2021-12-23 | $46,182 | $56,639 | -$10,457 | -$10,457 |
| 2,500.000 SHS GENERAL MILLS INC | P | 2005-02-20 | 2021-08-05 | $144,127 | $64,437 | $79,690 | $79,690 |
| 2,886.820 SHS WEYERHAEUSER CO | P | 2010-09-01 | 2021-12-23 | $111,099 | $44,861 | $66,238 | $66,238 |
| 870.000 SHS JOHNSON & JOHNSON | P | 2005-02-20 | 2021-08-05 | $150,527 | $56,924 | $93,603 | $93,603 |
| 600.000 SHS NIKE INC | P | 2019-10-22 | 2021-08-05 | $103,826 | $57,831 | $45,995 | $45,995 |
| 200.000 SHS ORGANON & CO | P | 2005-02-20 | 2021-08-05 | $5,779 | $3,002 | $2,777 | $2,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $942,506 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,357 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,357 | SubtotalAmt |
| Tax Based On Investment Income | $17,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,168 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,168 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,811 | OverpaymentAmt |
| Applied To ES Tax | $21,811 | 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 | WWW.MRPF.ORG | WebsiteAddressTxt |
| Individual With Books | JEFFREY D HUTCHINS | IndividualWithBooksNm |
| Phone | 6177485107 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (true) | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY D HUTCHINS | ||||||||
| 75 FEDERAL STREET SUITE 1300 | BOSTON | MA | 02110 | TRUSTEE | 10.00 | $60,855 | $0 | $0 |
| WILLIAM I HOCHBERG | ||||||||
| 1900 AVENUE OF THE STARS 21ST FLOOR | LOS ANGELES | CA | 90067 | TRUSTEE | 10.00 | $60,855 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT ADMIN | ServiceTypeTxt |
| Compensation | $89,282 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,178,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,360,778 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,360,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,085,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $904,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $904,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,357 | TotalTaxAmt |
| Distributable Before Adj | $886,911 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $886,911 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $886,911 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $673,239 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $673,239 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $886,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $415,610 | UndistributedIncomePYAmt |
| Qualifying Distributions | $673,239 | QualifyingDistributionsAmt |
| Applied To Year1 | $415,610 | AppliedToYear1Amt |
| Applied To Current Year | $257,629 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $629,282 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY D HUTCHINS TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177485100 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ACCEPTED FROM PUBLIC CHARITIES. APPLICATIONS SHOULD BE BY LETTER, AND CONTAIN A DESCRIPTION OF THE APPLICANT ORGANIZATION, PURPOSE AND BUDGET OF GRANT SOLICITED, AND PROOF OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOSTON LYRIC OPERA | ||||||
| DEPT 1660 PO BOX 986500 | BOSTON | MA | 022986500 | N/A | SUPPORT FOR BLO'S 2020-2021 SEASON | $25,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | N/A | PERFORMANCE-BRITTEN'S "WAR REQUIEM" | $5,000 |
| COASTAL MOUNTAINS LAND TRUST | ||||||
| 101 MT BATTIE STREET | CAMDEN | ME | 04843 | N/A | GENERAL PURPOSES/LAND CONSERVATION | $12,500 |
| EMMANUEL MUSIC | ||||||
| PO BOX 171184 | BOSTON | MA | 02117 | N/A | ONLINE RELEASE-HANDEL "RESUREZZIONE" | $15,000 |
| FARNSWORTH ART MUSEUM | ||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | EDUCATION PROGRAMS/GENERAL PURPOSES | $30,000 |
| FOUNDATION FOR MODERN OPERA | ||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | US CAST OF JOSEPH SUMMER'S "HAMLET" | $30,000 |
| FOUNDATION FOR MODERN OPERA | ||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | CENTAUR REC-ENTERPRISES GREAT PITCH | $4,000 |
| FOUNDATION FOR MODERN OPERA | ||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | US CAST OF JOSEPH SUMMER'S "HAMLET" | $30,000 |
| FOUNDATION FOR MODERN OPERA | ||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | "HAMLET" MUSIC DIRECTOR LEO HUSSAIN | $25,000 |
| FOUNDATION FOR MODERN OPERA | ||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | "HAMLET" MUSIC DIRECTOR LEO HUSSAIN | $25,000 |
| FRIENDS OF ANIM | ||||||
| 200 W 57TH STREET STE 4 | NEW YORK | NY | 10019 | N/A | RE-SETTLE MUSICIANS FROM KABUL | $20,000 |
| JEWISH FAMILY & CHILDREN'S SERVICE | ||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | N/A | ADOPTION RESOURCES | $10,000 |
| MAINE MEDIA WORKSHOPS & COLLEGE | ||||||
| 70 CAMDEN STREET | ROCKPORT | ME | 04856 | N/A | IN SUPPORT OF ALL ACTIVITIES | $3,000 |
| MERRYSPRING NATURE CENTER | ||||||
| PO BOX 893 | CAMDEN | ME | 04843 | N/A | ENVIRONMENTAL EDUCATION PROGRAMS | $5,000 |
| MR HOLLAND'S OPUS FOUNDATION | ||||||
| 4370 TUJUNGA AVE STE 330 | STUDIO CITY | CA | 91604 | N/A | MUSIC EDUCATION PROGRAMS | $3,000 |
| NEW ENGLAND AQUARIUM | ||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | N/A | ANNUAL FUND | $10,000 |
| NEW ENGLAND CONSERVATORY | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | ANNUAL FUND/GENERAL PURPOSES | $30,000 |
| NEW MUSIC USA INC | ||||||
| 114 JOHN STREET 998 | NEW YORK | NY | 10038 | N/A | FUND FOR MUSICIANS AFFECTED BY COVID | $7,000 |
| PARMA MUSIC FESTIVAL | ||||||
| 223 LAFAYETTE ROAD | NORTH HAMPTON | NH | 03862 | N/A | JOSEPH SUMMER'S "HAMLET" PROJECT | $33,400 |
| PARMA MUSIC FESTIVAL | ||||||
| 223 LAFAYETTE ROAD | NORTH HAMPTON | NH | 03862 | N/A | JOSEPH SUMMER'S "HAMLET" PROJECT | $33,400 |
| POINTS NORTH INSTITUTE | ||||||
| PO BOX 836 | CAMDEN | ME | 04843 | N/A | GENERAL PURPOSES | $10,000 |
| POINTS NORTH INSTITUTE | ||||||
| PO BOX 836 | CAMDEN | ME | 04843 | N/A | CAMDEN INTL FILM FEST CAPITAL PROJ | $25,000 |
| RONALD MCDONALD HOUSE | ||||||
| 250 FIRST AVENUE 318 | BOSTON | MA | 02129 | N/A | GENERAL FUND/BOSTON HARBOR FACILITY | $10,000 |
| THE APPRENTICESHOP | ||||||
| 655 MAIN STREET | ROCKLAND | ME | 04841 | N/A | GENERAL OPERATIONS | $3,000 |
| THE PRICE CENTER | ||||||
| 27 CHRISTINA STREET | NEWTON | MA | 02461 | N/A | GENERAL OPERATIONS | $2,500 |
| ULYSSES QUARTET FOUNDATION | ||||||
| 820 RIVERSIDE DRIVE 2D | NEW YORK | NY | 10032 | N/A | MYTHS CD-RECORDING/EDITING AT WGBH | $5,000 |
| ULYSSES QUARTET FOUNDATION | ||||||
| 820 RIVERSIDE DRIVE 2D | NEW YORK | NY | 10032 | N/A | MYTHS CD-RECORDING/EDITING AT WGBH | $5,000 |
| ULYSSES QUARTET FOUNDATION | ||||||
| 820 RIVERSIDE DRIVE 2D | NEW YORK | NY | 10032 | N/A | MYTHS CD-PRODUCTION AND PROMOTION | $4,800 |
| UNIVERSITY OF NEW ENGLAND | ||||||
| 716 STEVENS AVENUE | PORTLAND | ME | 04103 | N/A | MARINE SCIENCE CENTER - 2 OF 5 | $40,000 |
| UNIVERSITY OF NEW ENGLAND | ||||||
| 716 STEVENS AVENUE | PORTLAND | ME | 04103 | N/A | MARINE SCIENCE CENTER - 3 OF 5 | $40,000 |
| VETERANS NORTH EAST OUTREACH CENTER | ||||||
| 42 WOODBURY STREET | HAMILTON | MA | 01982 | N/A | GENERAL PROGRAMS TO SUPPORT VETERANS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $507,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $371,780 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $61,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $852,920 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,286,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,286,378 | TotalIncomeProducingActyAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| B&H - TAX | $20,395 |
| DARMODY, MERLINO & CO., LLP |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 1,900 SHS | $200,973 | $267,406 |
| ACCENTURE PLC IRELAND - 825 SHS | $152,378 | $342,004 |
| AIR PRODUCTS & CHEM - 690 SHS | $200,856 | $209,939 |
| AMAZON.COM INC - 74 SHS | $249,754 | $246,741 |
| AMGEN, INC - 1,200 SHS | $295,274 | $269,964 |
| ANALOG DEVICES INC - 1,355 SHS | $152,015 | $238,168 |
| APPLE INC 5,400 SHS | $370,394 | $958,878 |
| APPLIED MATERIALS INC - 4,600 SHS | $254,482 | $723,856 |
| AT&T INC - 10,200 SHS | $476,767 | $250,920 |
| AUTOMATIC DATA PROCESSING - 945 SHS | $152,497 | $233,018 |
| BECTON DICKINSON & CO - 1,100 SHS | $253,295 | $276,628 |
| BLACKROCK INC - 384 SHS | $239,938 | $351,575 |
| BOSTON PROPERTIES INC REIT - 0 SHS | ||
| BRISTOL MYERS SQUIBB CO - 4,688 SHS | $114,551 | $292,297 |
| BROADCOM INC - 526 SHS | $152,065 | $350,006 |
| BROWN AND BROWN INC - 5,400 SHS | $237,319 | $379,512 |
| CATERPILLAR INC - 3,400 SHS | $250,676 | $702,916 |
| CHEVRON CORP - 1,000 SHS | $59,790 | $117,350 |
| CISCO SYSTEMS INC - 7,000 SHS | $209,605 | $443,590 |
| COCA COLA CO - 0 SHS | ||
| COMCAST CORP NEW CL A - 7,500 SHS | $335,518 | $377,475 |
| COSTCO WHOLESALE CORP - 1,120 SHS | $350,133 | $635,824 |
| CVS HEALTH CORP - 4,750 SHS | $308,581 | $490,010 |
| DISNEY CO - 3,900 SHS | $351,546 | $604,071 |
| DOW INC - 4,900 SHS | $301,154 | $277,928 |
| DUKE ENERGY CORP - 2,475 SHS | $112,112 | $259,628 |
| DUKE REALTY CORP - 2,050 SHS | $44,822 | $134,562 |
| EMERSON ELECTRIC CO - 3,400 SHS | $173,086 | $316,098 |
| GENERAL MILLS INC - 0 SHS | ||
| GENUINE PARTS CO - 2,000 SHS | $199,206 | $280,400 |
| HOME DEPOT INC - 1,400 SHS | $345,017 | $581,014 |
| JOHNSON & JOHNSON - 0 SHS | ||
| JP MORGAN CHASE & CO - 4,400 SHS | $160,149 | $696,740 |
| MCDONALDS CORP - 1,245 SHS | $250,809 | $333,747 |
| MERCK & CO INC - 5,000 SHS | $302,836 | $383,200 |
| MICROSOFT CORP - 5,725 SHS | $429,770 | $1,925,432 |
| NIKE INC CL B - 4,100 SHS | $429,539 | $683,347 |
| OMNICOM GROUP - 3,300 SHS | $166,680 | $241,791 |
| ORACLE CORP - 4,788 SHS | $276,988 | $417,561 |
| PAYCHEX INC - 3,600 SHS | $290,902 | $491,400 |
| PEPSICO INC - 0 SHS | ||
| PFIZER INC - 7,189 SHS | $107,652 | $424,510 |
| PROCTER & GAMBLE CO - 1,800 SHS | $94,807 | $294,444 |
| RAYTHEON TECHNOLOGIES CORP - 3,300 S | $120,460 | $283,998 |
| STARBUCKS CORP - 2,950 SHS | $244,327 | $345,062 |
| STATE STREET CORP - 3,500 SHS | $50,848 | $325,500 |
| TARGET CORP - 1,400 SHS | $207,942 | $324,016 |
| UNION PACIFIC CORP - 2,000 SHS | $24,013 | $503,860 |
| UNITEDHEALTH GROUP INC - 800 SHS | $238,785 | $401,712 |
| US BANCORP - 6,500 SHS | $191,360 | $365,105 |
| VERIZON COMMUNICATIONS - 4,270 SHS | $136,356 | $221,869 |
| VIATRIS INC - 0 SHS | ||
| VULCAN MATERIALS CO - 1,120 SHS | $200,480 | $232,490 |
| WALMART, INC - 2,425 SHS | $334,177 | $350,873 |
| WELLS FARGO & CO - 6,000 SHS | ||
| WEYERHAEUSER CO - 0 SHS | ||
| 3M CO - 1,000 SHS | $72,717 | $177,630 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | B&H - NON-PROFIT | CategoryTxt |
| Legal Fees | $1,792 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| LIABILITY INSURANCE | $1,287 | ||
| ADVERTISING | $4,020 | $4,020 | |
| STATE STREET CUSTODY FEES | $231 | $231 | |
| WELLS FARGO INVESTMENT FEE | $35,724 | $35,724 | |
| MA FORM PC FILING FEE | $125 | ||
| MEMBERSHIP DUES | $8,720 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCTOR HEIRS TRUST | Desc |
| Revenue And Expenses Per Books | $61,654 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $61,654 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| WF NONDIVIDEND DISTRIBUTIONS | $340 |
| PHT NONTAXABLE DISTRIBUTION | $13,340 |
| 2018 FEDERAL TAX REFUND | $45 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| B&H - GRANT ADMIN | $89,282 | $89,282 | |
| B&H - TRUSTEE/TRUST ADMIN | $30,428 | $30,428 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2021 FEDERAL ESTIMATED TAX | CategoryTxt |
| Amt | $29,293 | Amt |
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