THE SCULLY FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SCULLY FAMILY FOUNDATION INC (EIN 04-3556853)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-25
- IRS object ID
- 202541769349100009
- Schema version
- 2024v5.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-25T07:25:47-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043068663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043556853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCULLY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCUL | BusinessNameControlTxt |
| Phone | 6174841878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WATERTOWN STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024216343 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSMARIE H SCULLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174841878 | PhoneNum |
| Signature | 2025-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy F Hagan CPA | PreparerPersonNm |
| PTIN | P00365820 | PTIN |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2025-06-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $168,074 | 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 | $11,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,625 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,625 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $792,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,227 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $19,828 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $12 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $12 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $106,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,864 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,465 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,415 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,415 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $151 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,985 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $151 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $728,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $728,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $740,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $151 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $731,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$633,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,314 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,935 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,370 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $381,965 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,197 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $128,970 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $170,629 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,927 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,507 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $771,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $168,074 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $771,851 | RetainedEarningBOYAmt |
| Retained Earning EOY | $138,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $771,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $138,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $771,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $138,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $771,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$633,637 | ExcessRevenueOverExpensesAmt |
| Subtotal | $138,214 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $138,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHORT-TERM CAPITAL GAINS | P | 2024-01-01 | 2024-12-31 | $152,735 | $0 | $132,907 | $19,828 | $0 | $0 | $0 | $19,828 |
| LONG-TERM CAPITAL GAINS | P | 2023-01-01 | 2024-12-31 | $639,437 | $0 | $564,050 | $75,387 | $0 | $0 | $0 | $75,387 |
| LONG-TERM CAPITAL GAIN DISTRIBUTIONS | P | 2023-01-01 | 2024-12-31 | $12 | $0 | $0 | $12 | $0 | $0 | $0 | $12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,227 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,828 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,358 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,358 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,333 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,333 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,333 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,975 | OverpaymentAmt |
| Applied To ES Tax | $2,975 | 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 | false | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROSMARIE H SCULLY | IndividualWithBooksNm |
| Phone | 6174845432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WATERTOWN STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024216343 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROSMARIE H SCULLY | ||||||||
| 55 WATERTOWN STREET | LEXINGTON | MA | 024216343 | PRES/TREASURER | 2.00 | $0 | $0 | $0 |
| JOIA KIRBY | ||||||||
| 7 LINCOLN CIRCLE | BELMONT | MA | 02478 | CLERK | 1.00 | $0 | $0 | $0 |
| ANDREA KEOGH | ||||||||
| PO BOX 477 | JAMESTOWN | RI | 02835 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATRINA OHL | ||||||||
| 4 MEADOWBROOK ROAD | LINCOLN | MA | 01773 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTING ORGANIZATIONS AND CAUSES IN THE GREATER BOSTON AND NEW HAMPSHIRE AREA. | Description1Txt |
| Expenses1 | $728,450 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $599,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $655,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $655,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $645,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,358 | TotalTaxAmt |
| Distributable Before Adj | $30,911 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,911 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,911 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $731,310 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $731,310 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,911 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $328,834 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,884 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,666 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $588,463 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $137,772 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,202,619 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $731,310 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $700,399 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,903,018 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $328,834 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,574,184 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,884 | ExcessFromYear4Amt |
| Excess From Year3 | $126,666 | ExcessFromYear3Amt |
| Excess From Year2 | $588,463 | ExcessFromYear2Amt |
| Excess From Year1 | $137,772 | ExcessFromYear1Amt |
| Excess From Current Year | $700,399 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSMARIE H SCULLY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSMARIE H SCULLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WATERTOWN STREET 048 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024216343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174845432 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| HARVARD ART MUSEUM | |||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |||
| GLOBAL TEAMS INTERNATIONAL | |||||||||
| 800 TUSKAMILLA ROAD | WINTER SPRINGS | FL | 32708 | PUBLICCHARITY | MINISTRY FUNDS | $500 | |||
| JESUITS USA MIDWEST PROVINCE | |||||||||
| 1010 N HOOKER STREET | CHICAGO | IL | 60642 | PUBLICCHARITY | GENERAL SUPPORT | $500 | |||
| THE HANDEL & HAYDN SOCIETY | |||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | PUBLICCHARITY | 2023-24 ANNUAL FUNDENDOWMENT | $50,000 | |||
| MOTHER CAROLINE ACADEMY AND EDUCATION CENTER | |||||||||
| 515 BLUE HILL AVENUE | DORCHESTER | MA | 02121 | PUBLICCHARITY | EDUCATION SUPPLIESDRAMA CLASSESVISUAL ARTS | $65,000 | |||
| THE EMERALD NECKLACE CONSERVANCY | |||||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | PUBLIC CHARITY | JUSTINE MEE LIFF FUNDCARE AND MANAGEMENTOF OVER 8,000 TREES | $10,000 | |||
| COPPER CANNON CAMPS | |||||||||
| PO BOX 124 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 | |||
| MUSEUM OF FINE ARTS BOSTON | |||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | ART IN TUNE PROGRAM | $272,000 | |||
| BOSTON SYMPHONY ORCHESTRA | |||||||||
| SYMPHONY HALL | BOSTON | MA | 02115 | PUBLICCHARITY | SYMPHONY ANNUAL FUND | $10,000 | |||
| SMILE TRAIN | |||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLICCHARITY | GENERAL SUPPORT | $500 | |||
| CONNECTICUT RIVER CONSERVANCY | |||||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | PUBLICCHARITY | CONNECTICUT RIVERWATERSHED FIELDWORK ON WATER QUALITY | $500 | |||
| NEW ENGLAND CONSERVATORY | |||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | THE NEC FUND | $500 | |||
| WBUR | |||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | PUBLIC BROADCASTING | $200 | |||
| SUSAN B ANTHONY PRO-LIFE AMERICA | |||||||||
| 2776 S ARLINGTON MILL DRIVE | ARLINGTON | VA | 22206 | PUBLICCHARITY | GENERALSUPPORT | $1,000 | |||
| CARROLL SCHOOL | |||||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | PUBLICCHARITY | EDUCATION | $500 | |||
| ST PAUL PARISH | |||||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | EXEMPTORG | GENERALSUPPORT | $1,000 | |||
| ST JOHN'S PREPARATORY SCHOOL | |||||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | PUBLICCHARITY | SUPPORT AND EDUCATION | $10,000 | |||
| NORTH COUNTRY CHAMBER PLAYERS | |||||||||
| PO BOX 865 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERALSUPPORT | $10,000 | |||
| ABBOT PUBLIC LIBRARY FOUNDATION | |||||||||
| 235 PLEASANT STREET | MARBLEHEAD | MA | 01945 | PUBLICCHARITY | GENERALSUPPORT | $100,000 | |||
| ST PAUL'S CHOIR SCHOOL | |||||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | MUSICEDUCATION | $190,500 | |||
| SPECIAL OLYMPICS MASSACHUSETTS | |||||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PUBLICCHARITY | GENERALSUPPORT | $500 | |||
| LONGY SCHOOL OF MUSIC OF BARD COLLEGE | |||||||||
| 27 GARDEN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | EQUITYSCHOLARSHIPS | $500 | |||
| WGBH | |||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | PUBLICCHARITY | PUBLICBROADCASTING | $250 | |||
| CAMBRIDGE CHAMBER ENSEMBLE | |||||||||
| 7 HANCOCK PLACE | CAMBRIDGE | MA | 02139 | PUBLICCHARITY | GENERALSUPPORT | $1,000 | |||
| THE HARVARD CATHOLIC FORUM | |||||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERALSUPPORT | $500 | |||
| DARTMOUTH NATURAL RESOURCES TRUST INC | |||||||||
| PO BOX 70567 | DARTMOUTH | MA | 02747 | PUBLICCHARITY | NATURALRESOURCEPRESERVATION | $500 | |||
| US OLYMPIC AND PARALYMPIC FOUNDATION | |||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PUBLICCHARITY | GENERALSUPPORT | $400 | |||
| THE PETERSKIRCHE | |||||||||
| EXEMPTORG | GENERALSUPPORT | $1,000 | PETERPLATZ VIENNA 1010 | VIENNA | AU | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $728,450 | 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 | $11,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,852 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAINS FROM SALES OF INVESTMENT SECURITIES SUBSIDIZE GRANT PAYMENTS TO CHARITABLE RECIPIENTS | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BJHC, PC ACCOUNTING AND TAX | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| SHORT-TERM COVERED TRANSACTIONS | 2024-01 | Purchased | 2024-12 | $152,735 | $132,907 | Cost | $19,828 |
| LONG-TERM COVERED TRANSACTIONS | 2023-01 | Purchased | 2024-12 | $638,880 | $563,608 | Cost | $75,272 |
| LONG-TERM NONCOVERED TRANSACTIONS | 2023-01 | Purchased | 2024-12 | $557 | $442 | Cost | $115 |
| LONG-TERM CAPITAL GAIN DISTRIBUTIONS | 2023-01 | Purchased | 2024-12 | $12 | $0 | Cost | $12 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25 ALPHABET INC | $2,260 | $4,733 |
| 7 META PLATFORMS INC | $2,276 | $4,099 |
| 2 NETFLIX, INC. | $975 | $1,783 |
| 22 AMAZON.COM INC | $2,109 | $4,827 |
| 5 LOWES COS INC | $1,095 | $1,234 |
| 6 MARRIOTT INTERNATIONAL INC | $884 | $1,674 |
| 8 PULTE GROUP INC | $816 | $871 |
| 6 PEPSICO INC | $1,053 | $912 |
| 12 SYSCO CORP | $950 | $918 |
| 37 WALMART INC | $1,674 | $3,343 |
| 9 CHEVRON CORP | $1,505 | $1,304 |
| 15 CONOCOPHILLIPS | $1,945 | $1,488 |
| 4 AMERICAN EXPRESS CO | $911 | $1,187 |
| 2 BLACKROCK INC | $1,667 | $2,050 |
| 12 HARTFORD FINANCIAL SERVICES GROUP INC | $858 | $1,313 |
| 11 JP MORGAN CHASE & CO | $1,734 | $2,637 |
| 8 PNC FINANCIAL SERVICES GROUP INC | $1,444 | $1,543 |
| 2 S&P GLOBAL INC | $874 | $996 |
| 9 VISA INC | $2,121 | $2,844 |
| 8 ABBVIE INC | $1,376 | $1,422 |
| 21 BOSTON SCIENTIFIC GROUP | $1,546 | $1,876 |
| 2 ELI LILLY & CO | $1,332 | $1,544 |
| 5 IQVIA HOLDINGS INC | $1,158 | $983 |
| 11 MERCK & CO INC | $1,442 | $1,094 |
| 2 THERMO FISHER SCIENTIFIC INC | $1,159 | $1,040 |
| 4 UNITEDHEALTH GROUP INC | $2,101 | $2,023 |
| 5 EATON CORP PLC | $827 | $1,659 |
| 13 EMERSON ELEC CO | $1,380 | $1,611 |
| 5 HONEYWELL INTERNATIONAL INC | $1,055 | $1,129 |
| 7 JACOBS SOLUTIONS INC | $662 | $935 |
| 2 PARKER HANNAFIN CORP | $1,267 | $1,272 |
| 3 WASTE MANAGEMENT INC | $618 | $605 |
| 8 ADVANCED MICRO DEVICES INC | $668 | $966 |
| 5 ANALOG DEVICES INC | $829 | $1,062 |
| 23 APPLE INC | $3,140 | $5,760 |
| 6 APPLIED MATERIALS INC | $797 | $976 |
| 16 BROADCOM INC | $917 | $3,709 |
| 16 MICROSOFT CORP | $5,161 | $6,744 |
| 61 NVIDIA CORPORATION | $3,110 | $8,192 |
| 12 ORACLE CORPORATION | $1,125 | $2,000 |
| 8 PALO ALTO NETWORKS INC | $790 | $1,456 |
| 4 SALESFORCE INC | $1,056 | $1,337 |
| 2 SERVICENOW INC | $756 | $2,120 |
| 15 UBER TECHNOLOGIES INC | $1,096 | $905 |
| 4 AIR PRODUCTS & CHEMICALS INC | $1,035 | $1,160 |
| 11 EASTMAN CHEMICAL CO | $1,409 | $1,005 |
| 5 ECOLAB INC | $1,274 | $1,172 |
| 1 EQUINIX INC | $770 | $943 |
| 10 PROLOGIS INC | $1,223 | $1,057 |
| 12 AMERICAN ELECTRIC POWER CO INC | $1,084 | $1,107 |
| 22 NEXTERA ENERGY INC | $1,603 | $1,577 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 363.038 SHANKMAN CAPITAL SHORT DURATION HIGH INCOME FUND | $3,547 | $3,554 |
| 143 ISHARES 1-5 YEAR INV GR CORPORATE BOND ETF | $7,314 | $7,393 |
| 493.003 MFS EMERGING MARKETS DEBT FUND | $5,916 | $5,882 |
| 403.052 PRINCIPAL SPECTRUM PREFERRED AND CAPITAL SECURITIES INCOME FUND | $3,756 | $3,700 |
| 292 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $9,303 | $9,566 |
| 88 DIMENSIONAL US LARGE CAP VALUE ETF | $2,377 | $2,643 |
| 522 EQUITY SLEEVE CASH - FIDELITY TRSY PORTFOLIO | $522 | $522 |
| 50 INVESCO S&P MIDCAP QUALITY ETF | $5,245 | $4,924 |
| 37 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $3,493 | $3,683 |
| 66 COLUMBIA EM CORE EX-CHINA ETF | $1,871 | $1,954 |
| 124 ISHARES MSCI INTL QUALITY FACTOR ETF | $4,566 | $4,603 |
| 72 SPDR MSCI ACWI EX-US ETF | $2,119 | $2,012 |
| 109 VANGUARD FTSE DEVELOPED MARKETS ETF | $5,149 | $5,212 |
| 50 VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $3,920 | $4,000 |
| 38 WISDOM TREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $1,829 | $1,859 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $37 | $0 | $0 | $37 |
| FILING FEES | $15 | $0 | $0 | $15 |
| TELEPHONE/INTERNET | $1,808 | $0 | $0 | $1,808 |
| EQUIPMENT REPAIR | $125 | $0 | $0 | $125 |
| Amortization | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EASTERN BANK INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $6,415 | Amt |
| Net Investment Income | $6,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $151 | Amt |
| Net Investment Income | $151 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $151 | AdjustedNetIncomeAmt |
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