GORDON AND MARJORIE OSBORNE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GORDON AND MARJORIE OSBORNE FOUNDATION (EIN 46-3180600)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-03
- IRS object ID
- 202101549349100205
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-03T09:11:18-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463180600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GORDON AND MARJORIE OSBORNE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION #0756244 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 6174392498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISHLLP BOX 51 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL E MOONEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174392498 | PhoneNum |
| Signature | 2021-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MOONEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 2020 | 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 | $11,103,023 | 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 | $2,972 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,972 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $209,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,753,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $285,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,006 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,697 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $29,773 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,924 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $70,014 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,511 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,503 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,285 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $722,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $722,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $876,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $759,497 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$590,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $1,054 | CashEOYAmt |
| Cash EOYFMV | $1,054 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $510,234 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $542,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $542,284 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,123,998 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $505,810 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $518,266 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,500,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,284,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,349,398 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,313,280 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,523,394 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,692,021 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,448,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,857,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,103,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,448,205 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,857,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,448,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,857,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,448,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,857,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,448,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$590,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,857,498 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,857,498 | 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 |
|---|---|---|---|---|---|---|---|
| 100 SHS APPLE INC | P | 2014-09-24 | 2020-01-24 | $32,193 | $10,182 | $22,011 | $22,011 |
| 800 SHS INTEL CORP | P | 2015-08-05 | 2020-01-24 | $54,967 | $20,486 | $34,481 | $34,481 |
| 5000 SHS I-SHARES MSCI EAFE ETF | P | 2014-10-08 | 2020-05-22 | $284,344 | $303,285 | -$18,941 | -$18,941 |
| 750 SHS I-SHARES RUSSELL 2000 ETF | P | 2015-11-12 | 2020-01-24 | $124,670 | $86,007 | $38,663 | $38,663 |
| 200 SHS MICROSOFT CORP | P | 2013-04-28 | 2020-01-24 | $33,379 | $6,394 | $26,985 | $26,985 |
| 2500 SHS ROYAL DUTCH SHELL PLC | P | 2014-12-15 | 2020-05-22 | $80,151 | $163,936 | -$83,785 | -$83,785 |
| 500 SHS SPDR S&P DIVIDEND ETF | P | 2014-12-15 | 2020-01-24 | $53,739 | $39,290 | $14,449 | $14,449 |
| 3000 SHS SCHLUMBERGER LTD | P | 2018-12-24 | 2020-05-22 | $52,110 | $105,635 | -$53,525 | -$53,525 |
| 2800 SHS WELLS FARGO & COMPANY | P | 2015-01-13 | 2020-05-22 | $67,423 | $109,896 | -$42,473 | -$42,473 |
| 150000 SHS US TREASURY NOTES 2 1/2 | P | 2018-06-12 | 2020-05-31 | $150,000 | $149,930 | $70 | $70 |
| 250000 SHS US TREASURY NOTES 1 3/8 | P | 2015-05-28 | 2020-04-30 | $250,000 | $248,516 | $1,484 | $1,484 |
| 200 SHS APPLE INC | P | 2014-09-24 | 2020-09-10 | $22,590 | $5,091 | $17,499 | $17,499 |
| 250 SHS WALT DISNEY CO | P | 2018-08-23 | 2020-09-10 | $33,474 | $27,988 | $5,486 | $5,486 |
| 250 SHS I-SHARES S&P MID CAP 400 INDEX | P | 2016-06-24 | 2020-09-10 | $46,536 | $36,690 | $9,846 | $9,846 |
| 250 SHS I-SHARES RUSSELL 2000 ETF | P | 2016-06-24 | 2020-09-10 | $37,727 | $28,310 | $9,417 | $9,417 |
| 200 SHS JOHNSON & JOHNSON | P | 2014-10-08 | 2020-09-10 | $29,469 | $20,458 | $9,011 | $9,011 |
| 250 SHS SPDR S&P DIVIDEND ETF | P | 2015-01-13 | 2020-09-10 | $23,604 | $19,437 | $4,167 | $4,167 |
| 2000 DUNKIN BRANDS GROUP INC | P | 2016-06-24 | 2020-10-28 | $202,044 | $79,811 | $122,233 | $122,233 |
| 0.197 SHS VIATRIS INC | P | 2013-04-28 | 2020-12-03 | $3 | $2 | $1 | $1 |
| 75000 SHS FEDERAL HOME LOAN BANK CONSOL BDS | P | 2013-04-28 | 2020-09-11 | $75,000 | $92,033 | -$17,033 | -$17,033 |
| 100000 SHS FEDERAL HOME LOAN BANK CONSOL BDS | P | 2013-04-28 | 2020-12-11 | $100,000 | $126,906 | -$26,906 | -$26,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,355 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,355 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,360 | 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 | $2,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5 | OverpaymentAmt |
| Applied To ES Tax | $5 | 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 | 0 | 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 BLVD | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RITA A MCCAULEY | ||||||||
| 12 VILLA AVENUE | EVERETT | MA | 02149 | TRUSTEE | 1.00 | $20,000 | $0 | $0 |
| KARL SPILHAUS | ||||||||
| 35 MONUMENT NECK ROAD | BOURNE | MA | 02532 | TRUSTEE | 1.00 | $20,000 | $0 | $0 |
| MICHAEL E MOONEY | ||||||||
| SEAPORT WEST 155 SEAPORT BLVD | BOSTON | MA | 02210 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUSTEES/LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $104,711 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,657,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $526,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,183,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,183,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,030,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $501,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $501,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,355 | TotalTaxAmt |
| Distributable Before Adj | $499,175 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $499,175 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $499,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $759,497 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $759,497 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $759,497 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $499,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $99,466 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $759,497 | QualifyingDistributionsAmt |
| Applied To Year1 | $99,466 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $499,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $160,856 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $160,856 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $160,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $160,856 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AATCC FOUNDATION INC | |||||||
| PO BOX 12215 | RESEARCH TRIANGLE PARK | NC | 277092215 | N/A | NC | GENERAL | $10,000 |
| BOSTON CHILDCARE ENTREPRENEUR FUND | |||||||
| 1 CITY HALL SQUARE ROOM M-5 | BOSTON | MA | 02201 | N/A | NC | GENERAL PURPOSE | $25,000 |
| CHELSEA COLLABORATIVE | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | N/A | NC | GENERAL PURPOSE | $25,000 |
| CORNELL UNIVERSITY | |||||||
| 144 EAST AVE | ITHACA | NY | 14853 | N/A | NC | GENERAL PURPOSE | $250,000 |
| CRISTO REY BOSTON HIGH SCHOOL | |||||||
| 100 SAVIN HILL AVE | DORCHESTER | MA | 02125 | N/A | NC | GENERAL PURPOSE | $25,000 |
| EAST BOSTON SOCIAL CENTERS EARLY LEARNING PROGRAM | |||||||
| 68 CENTRAL SQUARE | BOSTON | MA | 02128 | N/A | NC | GENERAL PURPOSE | $25,000 |
| MALDEN CATHOLIC HIGH SCHOOL | |||||||
| 99 CRYSTAL ST | MALDEN | MA | 02148 | N/A | NC | GENERAL PURPOSE | $26,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| PO BOX 6234 | BOSTON | MA | 021140015 | N/A | NC | GENERAL | $225,000 |
| NEW ENGLAND FORESTRY FOUNDATION INC | |||||||
| 32 FOSTER STREET | LITTLETON | MA | 01460 | N/A | NC | GENERAL PURPOSE | $25,000 |
| NORTH CAROLINA TEXTILE FOUNDATION INC | |||||||
| 1020 MAIN CAMPUS DR | RALEIGH | NC | 27606 | N/A | NC | GENERAL | $10,000 |
| NURTURY INC | |||||||
| 2201 WASHINGTON STREET SUITE 306 | ROXBURY | MA | 02119 | N/A | NC | GENERAL PURPOSE | $25,000 |
| OLD SLATER MILL ASSOCIATION | |||||||
| 67 ROOSEVELT AVE | PAWTUCKET | RI | 02860 | N/A | NC | GENREAL | $5,000 |
| PROPRIETORS OF THE BOSTON ATHENAEUM | |||||||
| 10 BEACON STREET 12 | MASSACHUSETTS | MA | 021083764 | N/A | NC | GENERAL | $1,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON ST 300 | BOSTON | MA | 02116 | N/A | NC | GENERAL PURPOSE | $15,000 |
| THE BOSTON RESILIENCY FUND | |||||||
| 1 CITY HALL SQUARE ROOM M-5 | BOSTON | MA | 02201 | N/A | NC | GENERAL PURPOSE | $15,000 |
| UNITED WAY OF MASSACHUSETTS BAY | |||||||
| 9 CHANNEL CENTER ST UNIT 500 | BOSTON | MA | 02210 | N/A | NC | GENERAL PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $722,000 | 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 | $2,972 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $285,756 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,756 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,523,394 | EOYBookValueAmt |
| EOYFMV | $1,692,021 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,284,956 | EOYBookValueAmt |
| EOYFMV | $8,349,398 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $448,273 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $460,547 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $57,537 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $57,719 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,697 | LegalFeesAmt |
| Net Investment Income | $29,773 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,924 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEES FEES | CategoryTxt |
| Amt | $70,014 | Amt |
| Net Investment Income | $52,511 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,503 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,285 | $1,285 | $0 |
| PRIOR YEAR BALANCE DUE | $1,037 | $0 | $0 |
| ESTIMATES | $2,360 | $0 | $0 |
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