LINCOLN AND THERESE FILENE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN AND THERESE FILENE FOUNDATION INC (EIN 23-7423946)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-11
- IRS object ID
- 202101629349100105
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-11T08:56:57-05:00 | 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 | 237423946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN & THERESE FILENE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | #0706176 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINC | BusinessNameControlTxt |
| Phone | 6174392498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH LLP POB 514 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER R BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174392498 | PhoneNum |
| Signature | 2021-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | BROWN | 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 | $28,476,127 | 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 | $10,811 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,811 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $553,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $553,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,397,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,679,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,605,355 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,961,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,169,524 | 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 |
| Legal Fees Rev And Expnss | $119,539 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $77,700 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $41,839 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $75,334 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,967 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,367 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,418 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $128,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,221 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,175,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,175,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,396,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $128,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,243,321 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $565,554 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,041,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $15,149 | CashEOYAmt |
| Cash EOYFMV | $15,149 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,057,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,426,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,426,557 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,298,906 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $646,852 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $664,922 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,630,010 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,471,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,710,724 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,292,681 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,292,199 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,658,775 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,279,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,852,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,476,127 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,163,601 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,163,601 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,115,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,688,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,279,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,852,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,279,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,852,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,279,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $565,554 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,149 | OtherIncreasesAmt |
| Subtotal | $14,852,218 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,852,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 550 SHS EXXON MOBIL CORP | P | 2020-01-01 | 2020-01-21 | $37,351 | $1,641 | $35,710 | $35,710 |
| 500 SHS INTERNATIONAL BUSINESS MACHINES | P | 2009-09-28 | 2020-01-21 | $68,829 | $60,700 | $8,129 | $8,129 |
| 350 SHS ABBVIE INC | P | 2005-02-22 | 2020-01-21 | $30,775 | $8,399 | $22,376 | $22,376 |
| 300 SHS APPLE INC | P | 2012-11-09 | 2020-01-21 | $95,176 | $23,039 | $72,137 | $72,137 |
| 2000 SHS INTERNATIONAL BUSINESS MACHINES | P | 2008-10-20 | 2020-01-21 | $275,315 | $183,462 | $91,853 | $91,853 |
| 2500 SHS EXXON MOBIL CORP | P | 2020-01-01 | 2020-02-25 | $138,106 | $7,457 | $130,649 | $130,649 |
| 1600 SHS ABBVIE INC | P | 2005-02-22 | 2020-02-25 | $145,437 | $38,397 | $107,040 | $107,040 |
| 200000 SHS US TREASURY NOTES 2 1/4 | P | 2018-05-07 | 2020-02-29 | $200,000 | $199,218 | $782 | $782 |
| 5500 SHS I-SHARES MSCI EAFE ETF | P | 2006-01-23 | 2020-03-24 | $275,447 | $335,126 | -$59,679 | -$59,679 |
| 4500 SHS I-SHARES MSCI EAFE ETF | P | 2005-08-09 | 2020-03-24 | $225,365 | $248,424 | -$23,059 | -$23,059 |
| 2450 SHS EXXON MOBIL CORP | P | 2020-01-01 | 2020-03-24 | $84,278 | $7,308 | $76,970 | $76,970 |
| 2000 SHS I-SHARES MSCI EAFE ETF | P | 2015-01-26 | 2020-03-24 | $100,162 | $124,240 | -$24,078 | -$24,078 |
| 16000 SHS GENERAL ELECTRIC CO | P | 2020-01-01 | 2020-03-24 | $110,399 | $15,734 | $94,665 | $94,665 |
| 2000 SHS CARRIER GLOBAL CORP | P | 2010-08-30 | 2020-04-21 | $28,979 | $22,641 | $6,338 | $6,338 |
| 1000 SHS OTIS WORLDWIDE CORP | P | 2010-08-30 | 2020-04-21 | $45,973 | $33,946 | $12,027 | $12,027 |
| 150000 SHS FEDERAL FARM CREDIT BANK | P | 2019-05-09 | 2020-05-08 | $150,000 | $150,000 | $0 | $0 |
| 1550 SHS ABBVIE INC | P | 2005-02-22 | 2020-05-26 | $142,413 | $37,197 | $105,216 | $105,216 |
| 9000 SHS WELLS FARGO & COMPANY | P | 1995-09-14 | 2020-06-23 | $246,055 | $70,255 | $175,800 | $175,800 |
| 600 SHS APPLE INC | P | 2012-11-09 | 2020-06-23 | $221,599 | $46,078 | $175,521 | $175,521 |
| 5700 SHS ROYAL DUTCH SHELL PLC | P | 2010-06-07 | 2020-06-23 | $198,754 | $298,418 | -$99,664 | -$99,664 |
| 500 SHS ROYAL DUTCH SHELL PLC | P | 2012-06-05 | 2020-06-23 | $17,435 | $30,869 | -$13,434 | -$13,434 |
| 500 SHS MICROSOFT CORP | P | 2003-01-27 | 2020-06-23 | $101,288 | $12,488 | $88,800 | $88,800 |
| 500 NEXTERA ENERGY INC | P | 2010-01-11 | 2020-06-23 | $121,442 | $26,779 | $94,663 | $94,663 |
| 2000 SHS WELLS FARGO & COMPANY | P | 2020-02-25 | 2020-06-23 | $54,679 | $92,220 | -$37,541 | -$37,541 |
| 1300 SHS ROYAL DUTCH SHELL PLC | P | 2010-08-30 | 2020-06-23 | $45,330 | $69,407 | -$24,077 | -$24,077 |
| 600 SHS JOHNSON & JOHNSON | P | 1989-03-21 | 2020-07-21 | $90,317 | $3,326 | $86,991 | $86,991 |
| 2000 SHS RAYTHEON TECHNOLOGIES CORP | P | 2010-08-30 | 2020-07-21 | $125,608 | $75,532 | $50,076 | $50,076 |
| 300000 SHS US TREASURY NOTES 2 1/8 | P | 2020-08-31 | $300,000 | $302,836 | -$2,836 | -$2,836 | |
| 150000 SHS US TREASURY 2 1/8 | P | 2013-10-24 | 2020-08-31 | $150,000 | $152,438 | -$2,438 | -$2,438 |
| 150000 SHS US TREASURY 2 1/8 | P | 2014-06-17 | 2020-08-31 | $150,000 | $150,398 | -$398 | -$398 |
| 220 SHS NEXTERA ENERGY INC | P | 2020-09-29 | $62,457 | $11,783 | $50,674 | $50,674 | |
| 1500 SHS ABBOTT LABORATORIES | P | 2020-09-29 | $158,377 | $35,281 | $123,096 | $123,096 | |
| 4500 SHS DUNKIN BRANDS GROUP INC | P | 2020-10-28 | $454,598 | $184,560 | $270,038 | $270,038 | |
| 0.986 SHS VIATRIS INC | P | 2020-12-03 | $17 | $9 | $8 | $8 | |
| 1550 SHS VIATRIS INC | P | 2020-12-18 | $27,812 | $14,812 | $13,000 | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,605,355 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,165 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,165 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,789 | OverpaymentAmt |
| Applied To ES Tax | $7,789 | 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 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JASON D HILL | ||||||||
| 11106 RIVER TRENT COURT | LEHIGH ACRES | FL | 33971 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GILLIAN LAUTENBACH | ||||||||
| 367 AUBREY ROAD | WYNNEWOOD | PA | 19096 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| PETER R BROWN | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | TREASURER/SECRETARY | 0.00 | $0 | $0 | $0 |
| J SCOTT LADD | ||||||||
| 129 MAPLE RIDGE DRIVE | WITHROP | ME | 04364 | ASSISTANT SECRETARY | 0.00 | $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 | TRUSTEE, LEGAL & TAX PREPARATION FEES | ServiceTypeTxt |
| Compensation | $194,873 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,376,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,290,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,667,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,667,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $385,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,282,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,264,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,264,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,376 | TotalTaxAmt |
| Distributable Before Adj | $1,235,741 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $7,149 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,242,890 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,242,890 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,243,321 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,243,321 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,243,321 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,242,890 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,296 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,864 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,926 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $127,086 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,243,321 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,242,890 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $431 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,517 | 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 | $43,296 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,221 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,864 | ExcessFromYear4Amt |
| Excess From Year3 | $1,926 | ExcessFromYear3Amt |
| Excess From Current Year | $431 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALANE H WALLIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NUTTER MCCLENNEN FISH LLP 155 | AddressLine1Txt |
| Address Line2 | SEAPORT BLVD | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174392498 | RecipientPhoneNum |
| Form And Info And Materials | GUIDELINES AVAILABLE BY REQUEST 617-439-2458 OR @FILENEFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 & SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO NEW ENGLAND 1)CIVIC EDUCATION 2)HUMAN DEVELOPEMENT 3)BROADCASTING 4)PERFORMING ARTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASCENTRIA COMMUNITY SERVICES | |||||||
| 11 SHATTUCK STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | SURVIVORS OF EMPOWERMENT PROJECT | $20,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| BILL OF RIGHTS INSTITUTE | |||||||
| 1310 NORTH COURTHOUSE RD 620 | ARLINGTON | VA | 22201 | NONE | PUBLIC | CONSTITUTIONAL SEMINARS IN BOSTON | $25,000 |
| BIRD STREET COMMUNITY CENTER | |||||||
| 500 COLUMBIA RD | DORCHESTER | MA | 02125 | NONE | PUBLIC | VIOLENCE PREVENTION PROGRAM | $20,000 |
| BOSTON AREA RAPE CRISIS CENTER | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | PROJECT "HOME SAFE" | $15,000 |
| BOSTON EDUCATION DEVELOPMENT FOUNDATION INC | |||||||
| 7 PALMER STREET | ROXBURY | MA | 02119 | NONE | PUBLIC | MAKING MUSIC MATTERS | $10,000 |
| BOY'S AND GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH ST 3RD FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC | LEARNING ENRICHMENT CENTER PROGRAM | $15,000 |
| BOY'S AND GIRLS CLUB OF DORCHESTER | |||||||
| 1135 DORCHESTER AVE | DORCHESTER | MA | 02125 | NONE | PUBLIC | SUPPORT OF MUSIC THERAPY PROGRAM | $10,000 |
| CAMBRIDGE CENTER FOR ADULT EDUCATION | |||||||
| 42 BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | TANDEM LEARING PROGRAM & EMPOWERMENT INITIATIVES | $15,000 |
| CASA MYRNA VAZQUEZ INC | |||||||
| 451 BLUE HILL AVENUE | BOSTON | MA | 02121 | NONE | PUBLIC | CHILDRENS SERVICES | $10,000 |
| CHELSEA COLLABORATIVE INC | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NONE | PUBLIC | SUMMER YOUTH EMPLOYMENT INITIATIVE | $15,000 |
| CHELSEA NEIGHBORHOOD DEVELOPERS INC | |||||||
| 4 GERRISH AVE | CHELSEA | MA | 02150 | NONE | PUBLIC | FINANCIAL COACHING PROGRAM | $40,000 |
| CODMAN ACADEMY FOUNDATION | |||||||
| 637 WASHINGTON ST | DORCHESTER | MA | 02124 | NONE | PUBLIC | THEATRE ARTS PROGRAM | $10,000 |
| COMBINED JEWISH PHILANTROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| COMMUNITY ART CENTER | |||||||
| 119 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | TEEN MEDIA PROGRAM | $5,000 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC | ALUMNI FUND | $100 |
| DISCOVERING JUSTICE | |||||||
| 1 COURTHOUSE WAY | BOSTON | MA | 02210 | NONE | PUBLIC | SUPPORT OF CHILDREN DISCOVERING JUSTICE | $5,000 |
| DORCHESTER YOUTH COLLABORATIVE | |||||||
| 1514 DORCHESTER AVE A | DORCHESTER | MA | 02122 | NONE | PUBLIC | WORKFORCE DEVELOPMENT | $15,000 |
| ECONOMIC MOBILITY PATHWAYS | |||||||
| 308 CONGRESS ST 5TH FLOOR | BOSTON | MA | 02210 | NONE | PUBLIC | ABBOT HOUSE -SUPPORTIVE HOUSING FOR YOUNG MOTHERS AND THEIR CHILDREN | $20,000 |
| EMERGE INC | |||||||
| 9180 RUMSEY RD SUITE D-2 | COLUMBIA | MD | 21045 | NONE | PUBLIC | SUPPORT OF RESPONSIBLE FATHERHOOD PROGRAM | $10,000 |
| ENROOT | |||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | PROGRAMS FOR HIGH SCHOOL IMMIGRANTS | $20,000 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE ST | BOSTON | MA | 02124 | NONE | PUBLIC | SUMMER INTENSIVE PROGRAM | $10,000 |
| EVKIDS INC | |||||||
| 218 ADAMS ST | BOSTON | MA | 02122 | NONE | PUBLIC | SUPPORT OF TUTORING PROGRAM | $20,000 |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | |||||||
| 430 N CANAL ST | LAWRENCE | MA | 01840 | NONE | PUBLIC | SIEMPRE PAPA PROGRAM | $10,000 |
| FRIENDS OF THE CHILDREN-BOSTON | |||||||
| 184 DUDLEY ST SUITE 100 | BOSTON | MA | 02119 | NONE | PUBLIC | PROFESSIONAL MENTORING FOR HIGH-RISK YOUTH | $15,000 |
| GENERATION CITIZEN INC | |||||||
| 110 WALL ST 5TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC | TEACHER COHORT FOR BOSTON ACTION CIVICS | $20,000 |
| HYDE SQUARE TASK FORCE | |||||||
| 30 SUNNYSIDE ST | BOSTON | MA | 02130 | NONE | PUBLIC | SUPPORT OF MUSICIANS IN THE COMMUNITY | $10,000 |
| ICIVICS | |||||||
| 1035 CAMBRIDGE STREET SUITE 21B | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | NEWS MEDIA & LITERACY PROGRAM | $10,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | NONE | PUBLIC | GENERAL FUND | $50,000 |
| JEREMIAH PROGRAM | |||||||
| 130 WARREN ST | BOSTON | MA | 02119 | NONE | PUBLIC | SUPPORT OF PROMOTING SELF SUFFICIENCY FOR SINGLE MOTHERS | $20,000 |
| JEWISH VOCATIONAL SERVICES | |||||||
| 75 FEDERAL ST | BOSTON | MA | 02110 | NONE | PUBLIC | GENERAL FUND | $35,000 |
| JOSIAH QUINCY ORCHESTRA PROGRAM LTD | |||||||
| 885 WASHINGTON ST | BOSTON | MA | 02111 | NONE | PUBLIC | AFTER SCHOOL PROGRAM | $10,000 |
| LA VIDA INC | |||||||
| 120 MUNROE ST | LYNN | MA | 01901 | NONE | PUBLIC | LA VIDA SCHOLARS | $10,000 |
| LAWRENCE FAMILY DEVELOPMENT | |||||||
| 34 WEST ST | LAWRENCE | MA | 01841 | NONE | PUBLIC | SISU WORKFORCE DEVELOPMENT PROGRAM | $20,000 |
| LEAGUE OF WOMEN VOTERS OF MASSACHUSETTS | |||||||
| 90 CANAL ST 415 | BOSTON | MA | 02114 | NONE | PUBLIC | SUPPORT MASS VOTER ENGAGEMENT 2016 | $10,000 |
| LESLEY UNIVERSITY | |||||||
| 29 EVERETT ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | SUPPORT OF MUSIC THERAPY OROGRAM | $10,000 |
| LOWELL'S BOAT SHOP | |||||||
| 459 MAIN ST | AMESBURY | MA | 01913 | NONE | PUBLIC | SUPPORT OF WATERWAYS PROGRAM | $10,000 |
| MAB COMMUNITY SERVICES | |||||||
| 200 IVY ST | BROOKLINE | MA | 02446 | NONE | PUBLIC | ADULT DISABILITY SERVICES MUSIC THERAPY PROGRAM | $10,000 |
| MUSICONNECTS | |||||||
| 20 BELGRADE AVE | ROSLINDALE | MA | 02131 | NONE | PUBLIC | BOSTON PUBLIC SCHOOLS PROGRAMING | $10,000 |
| MY LIFE MY CHOICE A PROGRAM OF JUSTICE RESOURCE | |||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC | SURVIVOR MENTORING PROGRAM | $20,000 |
| NOBLE AND GREENOUGH SCHOOL | |||||||
| 10 CAMPUS DR | DEDHAM | MA | 02026 | NONE | PUBLIC | GENERAL FUND | $15,000 |
| NORTHEASTERN UNIVERSITY MARINE SCIENCE CENTER | |||||||
| 430 NAHANT RD | NAHANT | MA | 01908 | NONE | PUBLIC | FROM SEA TO SCHOOL | $10,000 |
| PRIMARY SOURCE | |||||||
| 63 PLEASANT STREET SUITE 220 | WATERTOWN | MA | 02472 | NONE | PUBLIC | ELEMENTARY CIVICS IN BOSTON PUBLIC SCHOOLS | $15,000 |
| PROJECT CITIZEN | |||||||
| 5115 DOUGLAS FIR ROAD SUITE J | CALABASAS | CA | 91302 | NONE | PUBLIC | SUPPORT OF CIVIC ENGAGEMENT FOR IMMIGRANTS | $5,000 |
| READ TO A CHILD | |||||||
| 20 WILLIAM ST G25 | WELLESLEY | MA | 02481 | NONE | PUBLIC | READ ALOUD MENTORING PROGRAM | $15,000 |
| RIA HOUSE INC | |||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| SCHOOL ON WHEELS OF MA | |||||||
| 100 LAUREL ST 121 | EAST BRIDGEWATER | MA | 02333 | NONE | PUBLIC | PATHWAYS TO STUDENT SUCESS MENTORING PROGRAM | $10,000 |
| SHELTER MUSIC BOSTON | |||||||
| 1337 MASSACHUSETTS AVE 116 | ARLINGTON | MA | 02476 | NONE | PUBLIC | CLASSICAL MUSIC CONCERTS IN BOSTON AREA HOMELESS SHELTERS | $12,500 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | FILENE MUSIC SCHOLARSHIP/HELEN FILENE LADD CONCERT H | $175,000 |
| SUFFOLK UNIVERSITY LAW SCHOOL | |||||||
| 120 TREMONT ST | BOSTON | MA | 02108 | NONE | PUBLIC | THE MARSHALL-BRENNEN CONSTITUTIONAL LITERCY PROJECT | $10,000 |
| TECH GOES HOME DIGITAL INCLUSION PROGRAMS | |||||||
| 867 BOYLSTON STREET 5TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC | GENERAL FUND | $15,000 |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | NONE | PUBLIC | COMMUNITY MUSIC AT TUFTS | $7,500 |
| UNITED WAY OF MASSACHUSETTS BAY AND MARRIMACK VALLEY | |||||||
| 9 CHANNEL CENTER ST UNIT 500 | BOSTON | MA | 02210 | NONE | PUBLIC | GENERAL FUND | $50,000 |
| WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS | |||||||
| 1551 TRAP RD | VIENNA | VA | 22182 | NONE | PUBLIC | BUILDING FUND, INTERNSHIP, OPERA & EARLY LEARNING | $200,000 |
| WORCESTER YOUTH CENTER | |||||||
| 326 CHANDLER ST | WORCESTER | MA | 01602 | NONE | PUBLIC | EXPANSION OF CAREER PREPARATION ROOM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,175,100 | 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 | $10,811 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $553,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,397,607 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,961,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,961,776 | 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 | $3,292,199 | EOYBookValueAmt |
| EOYFMV | $3,658,775 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $8,471,461 | EOYBookValueAmt |
| EOYFMV | $21,710,724 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $646,852 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $664,922 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $119,539 | LegalFeesAmt |
| Net Investment Income | $77,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,839 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REC'D FROM MORE BOSTON INC GIFT DATED NOVEMBER 11, 2018 | Desc |
| Amt | $7,149 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE COMPENSATION | CategoryTxt |
| Amt | $75,334 | Amt |
| Net Investment Income | $48,967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,367 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $250 | $0 | $0 |
| FOREIGN TAX PAID | $1,418 | $1,418 | $0 |
| ESTIMATES | $11,583 | $0 | $0 |
| 2019 EXTENSION PAYMENT | $12,983 | $0 | $0 |
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