CREIGHTON NARADA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CREIGHTON NARADA FOUNDATION (EIN 04-3243114)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-02
- IRS object ID
- 202102149349100500
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-02T06:59:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FEDERAL ST 29 FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103179 | 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 | 043243114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CREIGHTON NARADA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CREI | BusinessNameControlTxt |
| Phone | 6173454600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLPONE FEDERAL ST 29TH | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER H CREIGHTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173454600 | PhoneNum |
| Signature | 2021-06-23 | 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 | CREIGHTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER M SHAPLAND | PreparerPersonNm |
| PTIN | P00621764 | PTIN |
| Phone | 6173454600 | 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 | $19,780,506 | 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 | $85,113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,113 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $805,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,590,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $805,214 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,494 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,133,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,130,694 | 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 | $6,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $41,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,787 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,786 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,426 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,213 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,786 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $863,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,213 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $820,786 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $269,513 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,098,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,315 | CashBOYAmt |
| Cash EOY | $122,360 | CashEOYAmt |
| Cash EOYFMV | $122,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $266,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $516,254 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $516,254 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,751,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,308,616 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,997,776 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,499,957 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,028,217 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,241,168 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,283,081 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,216,665 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,902,948 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,922,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,192,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,780,506 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,484,169 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,485,471 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,438,528 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,706,641 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,922,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,192,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,922,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,192,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,922,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $269,513 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,375 | OtherIncreasesAmt |
| Subtotal | $15,193,585 | SubtotalAmt |
| Other Decreases | $1,473 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,192,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY MELLON SALES 25-0659306 | P | $2,262,937 | $2,207,573 | $55,364 | $55,364 |
| BNY MELLON SALES 25-0659306 | P | $4,072,574 | $3,577,721 | $494,853 | $494,853 |
| CAPITAL GAINS DIVIDENDS | P | $254,997 | $254,997 | $254,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $805,214 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,213 | 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 | $18,213 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,944 | OverpaymentAmt |
| Applied To ES Tax | $2,944 | 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 | PETER M SHAPLAND ESQ | IndividualWithBooksNm |
| Phone | 6173454600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL ST 29TH | AddressLine1Txt |
| Address Line2 | FL | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 |
|---|---|---|---|---|---|---|---|---|
| HILARY H CREIGHTON | ||||||||
| 17 OLD NECK ROAD | MANCHESTER | MA | 01944 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALBERT M CREIGHTON III | ||||||||
| 37 PROCTER STREET | MANCHESTER | MA | 01944 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER H CREIGHTON | ||||||||
| 6 ASHLAND STREET | MANCHESTER | MA | 01944 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $17,375,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $354,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,730,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,730,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,464,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $873,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $873,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,269 | TotalTaxAmt |
| Distributable Before Adj | $857,952 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $857,952 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $857,952 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $820,786 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $820,786 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $820,786 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $857,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $32,676 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,269 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,162 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $820,786 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $820,786 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $37,166 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $37,166 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,996 | 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 | $42,996 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $41,727 | ExcessFromYear3Amt |
| Excess From Year1 | $1,269 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CONSERVATION | $5,000 |
| BEVERLY BOOSTSTRAP | |||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | COMMUNITY/CULTURAL | $15,000 |
| BEVERLY HOSPITAL | |||||||
| 85 HERRICK ST | BEVERLY | MA | 01902 | NONE | PUBLIC CHARITY | COMMUNITY/CULTURAL | $5,000 |
| BOYS AND GIRLS CLUB OF LYNN | |||||||
| 25 N COMMON STREET | LINCOLN | MA | 01902 | NONE | PUBLIC CHARITY | CONSERVATION | $100,000 |
| CISA COMMUNITY IN SUPPORT OF AGRICULTURE | |||||||
| ONE SUGARLOAF ST | SO DEERFIELD | MA | 01370 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 |
| ESSEX COUNTY GREENBELT ASSO | |||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | NONE | PUBLIC CHARITY | SOCIAL/COMMUNITY | $70,000 |
| HURRICANE ISLAND CENTER FOR SCIENCE AND LEADERSHIP | |||||||
| 19 COMMERCIAL STREET | ROCKLAND | ME | 04841 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| INSTITUTE FOR POLICY STUDIES | |||||||
| 1301 CONNECTICUT AVE | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | COMMUNITY/CULTURAL | $2,000 |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN HILL ISLAND SUITE 210 | TOPSHAM | ME | 04086 | NONE | PUBLIC CHARITY | 90000SOCIAL/COMMUNITY | $90,000 |
| MAINE INITIATIVES | |||||||
| 295 WATER STREET SUITE 100 | AUGUSTA | ME | 04338 | NONE | PUBLIC CHARITY | CONSERVATION | $15,000 |
| MANCHESTER ESSEX CONSERVATION TRUST | |||||||
| PO BOX 1486 | MANCHESTER | MA | 01944 | NONE | PUBLIC CHARITY | CONSERVATION | $70,000 |
| ZEA MAYS PRINTMAKING | |||||||
| 320 RIVERSIDE DRIVE | FLORENCE | MA | 01062 | NONE | COMMUNITY | $2,500 | |
| CUTCHINGS PROGRAM FOR CHILDREN AND FAMILIES | |||||||
| 78 PROMERY TERRACE | NORTHAMPTON | MA | 01060 | NONE | PUBLIC CHARITY | COMMUNITY/CULTURAL | $3,000 |
| MASS AUDUBONJOFFA FLATS | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | SOCIAL/COMMUNITY | $50,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | COMMUNITY/CULTURAL | $50,000 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | COMMUNITY/CULTURAL | $70,000 |
| ISLAND INSTITUTE | |||||||
| PO BOX 648 | ROCKLAND | ME | 04841 | NONE | PUBLIC CHARITY | CONSERVATION | $5,000 |
| NORTHAMPTON SURVIVAL CENTER | |||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01060 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| PEABODY ESSEX MUSEUM | |||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | COMMUNITY/CULTURAL | $75,000 |
| THOMPSON ISLAND OUTWARD BOUND | |||||||
| NATIONAL RECREATION AREA | QUINCY | MA | 02171 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | CONSERVATION | $75,000 |
| VINALHAVEN LAND TRUST | |||||||
| PO BOX 268 | VINALHAVEN | ME | 04863 | NONE | PUBLIC CHARITY | CONSERVATION | $20,000 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | COMMUNITY/CULTURAL | $5,000 |
| WHEELOCK COLLEGE | |||||||
| 200 THE RIVERWAY | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | EDUCATIONAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $800,000 | 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 | $85,113 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,367 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,494 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $805,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,133,188 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,133,188 | 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 & GOVERNMENT BONDS | BondNm |
| EOY Book Value | $4,028,217 | EOYBookValueAmt |
| EOYFMV | $4,241,168 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,308,616 | EOYBookValueAmt |
| EOYFMV | $7,997,776 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,216,665 | BookValueAmt |
| EOYFMV | $6,902,948 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES/TAX PREP | CategoryTxt |
| Legal Fees | $6,000 | LegalFeesAmt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PLUS AJUSTMENT TO COST BASIS OF ASSETS TO REFLECT DISCOUNTS & RETURN OF CAPI | $73 |
| LESS AMOUNTS TAXED IN 2020 YET REPORTED IN 2021 | $1,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $2,494 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,494 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLUS AMOUNTS TAXED IN 2019 YET REPORTED IN 2020 | Desc |
| Amt | $1,375 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MELLON INVESTMENT & CUSTODIAL FEES | $32,823 | $16,412 | $16,411 |
| PAUL COMSTOCK PARTNERS - INF ADVICE | $8,750 | $4,375 | $4,375 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,426 | $5,426 | $0 |
| INTERNAL REVENUE SERVICE | $10,426 | $0 | $0 |