MILLICENT AND EUGENE BELL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MILLICENT AND EUGENE BELL FOUNDATION (EIN 26-3990463)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349100548
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T10:20:53-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 263990463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLICENT AND EUGENE BELL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O NUTTER MCCLENNEN & FISH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 6174392498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P JALKUT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174392000 | 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 | THOMAS | PersonFirstNm |
| Person Last | JALKUT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL F RICH | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
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 | $7,524,827 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,408 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,408 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $635,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,641,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $629,060 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $147 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $719,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $712,478 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $12,110 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,110 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,416 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,416 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,082 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,008,370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,008,370 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,118,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,063,653 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,359,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,304,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$639,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $658,214 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $87,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,021 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,021 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,809,547 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,164,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,326,090 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $550,816 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $249,203 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $264,159 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $759,524 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $780,557 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $780,557 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,207,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,348,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,524,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$434,108 | CapitalStockBOYAmt |
| Capital Stock EOY | -$653,722 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,641,723 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,002,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,207,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,348,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,207,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,348,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,207,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$639,556 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,568,059 | SubtotalAmt |
| Other Decreases | $219,614 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,348,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 ISHARES S&P MIDCAP 400 | P | 2015-08-06 | 2021-01-04 | $135,597 | $89,547 | $46,050 | $46,050 |
| 150000 IBM CORP NOTES | P | 2015-08-06 | 2021-03-16 | $160,179 | $150,578 | $9,601 | $9,601 |
| 1000 SPDR PORTFOLIO S&P 500 | P | 2020-08-24 | 2021-03-16 | $56,260 | $50,970 | $5,290 | $5,290 |
| 350 SPDR PORTFOLIO S&P 500 | P | 2020-10-15 | 2021-03-16 | $19,691 | $18,242 | $1,449 | $1,449 |
| 340 VONTIER CORP | P | 2015-08-06 | 2021-03-16 | $10,402 | $6,292 | $4,110 | $4,110 |
| 140 VONTIER CORP | P | 2018-05-07 | 2021-03-16 | $4,283 | $4,211 | $72 | $72 |
| 250 MICROSOFT CORP | P | 2015-08-06 | 2021-12-20 | $79,933 | $11,763 | $68,170 | $68,170 |
| 600 FISERV INC | P | 2018-07-02 | 2021-12-20 | $60,289 | $44,679 | $15,610 | $15,610 |
| 350 MICROSOFT CORP | P | 2015-08-06 | 2021-10-08 | $103,188 | $16,468 | $86,720 | $86,720 |
| 400 MICROSOFT CORP | P | 2015-08-06 | 2021-05-25 | $100,476 | $18,820 | $81,656 | $81,656 |
| 800 APPLE INC | P | 2015-08-06 | 2021-05-25 | $101,194 | $23,166 | $78,028 | $78,028 |
| 150000 BERKSHIRE HATHAWAY FINANCE CORP | P | 2015-08-06 | 2021-01-15 | $150,000 | $150,000 | $0 | $0 |
| 700 JOHNSON & JOHNSON | P | 2015-08-06 | 2021-04-27 | $114,360 | $69,864 | $44,496 | $44,496 |
| 850 FORTIVE CORP | P | 2015-08-06 | 2021-04-27 | $63,129 | $32,115 | $31,014 | $31,014 |
| 350 FORTIVE CORP | P | 2018-05-07 | 2021-04-27 | $25,994 | $21,491 | $4,503 | $4,503 |
| 1200 WALT DISNEY CO | P | 2015-08-06 | 2021-02-04 | $214,181 | $128,784 | $85,397 | $85,397 |
| 400 ISHARES S&P MIDCAP 400 | P | 2015-08-06 | 2021-03-31 | $104,968 | $59,698 | $45,270 | $45,270 |
| 500 FISERV INC | P | 2018-07-02 | 2021-07-01 | $54,272 | $41,918 | $12,354 | $12,354 |
| 467.527 VANGUARD WELLESLEY INCOME FUND | P | 2015-12-16 | 2021-04-29 | $32,905 | $28,414 | $4,491 | $4,491 |
| 714.072 VANGUARD WELLESLEY INCOME FUND | P | 2015-08-06 | 2021-02-25 | $48,664 | $43,887 | $4,777 | $4,777 |
| 19.604 VANGUARD WELLESLEY INCOME FUND | P | 2020-12-21 | 2021-02-25 | $1,336 | $1,334 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $629,060 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,889 | 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 | $21,889 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,740 | OverpaymentAmt |
| Applied To ES Tax | $12,740 | 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 | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BOULEVARD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET J FOFONOFF | ||||||||
| PO BOX 1483 | NO FALMOUTH | MA | 02556 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| THOMAS P JALKUT | ||||||||
| 65 EAST INDIA ROW APT 33F | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP | |||||
| SEAPORT WEST 155 SEAPORT BLVD | BOSTON | MA | 02210 | INVESTMENT FEES | $54,521 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| SEAPORT WEST 155 SEAPORT BLVD | BOSTON | MA | 02210 | LEGAL & TAX PREP. FEES | $42,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION ENGAGED IN DIRECT CHARTIABLE ACTIVITIES TO SUPPORT AND ADVANCE THE ARTS. | Description1Txt |
| Expenses1 | $241,000 | Expenses1Amt |
| Description2 | SHAME PRODUCTIONS LLC ENGAGED IN DIRECT CHARITABLE ACTIVITIES TO SUPPORT AND ADVANCE THE ARTS | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | SHELTER IN JOY LLC ENGAGED IN DIRECT CHARITABLE ACTIVITIES TO SUPPORT AND ADVANCE THE ARTS | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $6,845,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,912,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,912,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,808,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $340,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $340,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,149 | TotalTaxAmt |
| Distributable Before Adj | $331,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $331,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $331,294 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,304,653 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,304,653 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $331,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,021,539 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $552,577 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $244,630 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $523,446 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $539,571 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,881,763 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,304,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $331,294 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $973,359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,855,122 | 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 | $4,021,539 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,833,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $552,577 | ExcessFromYear4Amt |
| Excess From Year3 | $244,630 | ExcessFromYear3Amt |
| Excess From Year2 | $523,446 | ExcessFromYear2Amt |
| Excess From Year1 | $539,571 | ExcessFromYear1Amt |
| Excess From Current Year | $973,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN THEATRE WING | |||||||
| 230 W 41ST STREET 1101 | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL FUND | $125,000 |
| GOODSPEED MUSICALS | |||||||
| 6 MAIN STREET | EAST HADDAM | CT | 06423 | NONE | PUBLIC | GENERAL FUND | $6,000 |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | NONE | PUBLIC | RENOVATE LILLIE AUDITORIUM | $10,000 |
| NATIONAL ALLIANCE FOR MUSICAL THEATRE | |||||||
| 520 8TH AVE 301 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| NEWPORT HOSPITAL FOUNDATION INC | |||||||
| 20 POWEL AVE | NEWPORT | RI | 02840 | NONE | PUBLIC | GENERAL FUND | $20,000 |
| RED BULL THEATRE | |||||||
| 191 7TH AVENUE 2S | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 W 39TH ST 1200 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| WILLIAMSTOWN THEATER FESTIVAL | |||||||
| 1000 MAIN STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,408 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $635,921 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $719,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $719,486 | 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 | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $6,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $249,203 | EOYBookValueAmt |
| EOYFMV | $264,159 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,164,664 | EOYBookValueAmt |
| EOYFMV | $6,326,090 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GREEN ART, INC | AT COST | $200,000 | $200,000 |
| ART LAB, LLC | AT COST | $428,806 | $428,806 |
| OUTSIDE THE BOX, LLC | AT COST | $50,000 | $50,000 |
| SHELTER IN JOY, LLC | AT COST | $101,751 | $101,751 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP | $18,462 | $12,000 | $6,462 |
| NUTTER MCCLENNEN & FISH LLP (ART LAB, LLC) | $13,954 | $0 | $13,954 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT | Desc |
| Amt | $219,614 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORM PC FILING FEE | $70 | $0 | $70 |
| INVOICE SPECTRUMEDIA | $228 | $0 | $228 |
| SHAME PRODUCTIONS LLC | $938,720 | $0 | $938,720 |
| SHELTER IN JOY LLC | $68,042 | $0 | $68,042 |
| MISCELLANEOUS EXPENSES | $1,310 | $0 | $1,310 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VAMP PRODUCTIONS, LLC 81-4629641 | Desc |
| Revenue And Expenses Per Books | $147 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $147 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Amt | $54,521 | Amt |
| Net Investment Income | $35,439 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,082 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMONWEALTH OF MASSACHUSETTS | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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