ARCHIBALD FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARCHIBALD FAMILY CHARITABLE FOUNDATION (EIN 04-3417222)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-07-24
- IRS object ID
- 202512059349100101
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-24T03:59:37-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | 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 | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043417222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHIBALD FAMILY FOUNDATION #0724900 | BusinessNameLine1Txt |
| Business Name Line2 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCH | BusinessNameControlTxt |
| Phone | 6174392000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A MCBRINE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174392000 | PhoneNum |
| Signature | 2025-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL F RICH | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,793,888 | 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 | $25,251 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,251 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $607,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,229,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $607,675 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $752,828 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $752,828 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,351 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,175 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,499 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $344,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $299,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $408,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $714,113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,680 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $430,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $622,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $622,361 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $59,337 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $591,464 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $596,255 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,193,385 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,880,204 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,574,772 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,685,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,094,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,793,888 | 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 | $2,685,962 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,094,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,685,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,094,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,685,962 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,094,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,685,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $408,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,094,531 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,094,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60000 SHS UNITED STATES TREAS NTS2.5% 05/31/24 | P | 2022-06-17 | 2024-05-31 | $60,000 | $59,337 | $663 | $663 |
| 100 SHS CATERPILLAR INC | P | 2008-12-18 | 2024-05-16 | $35,103 | $4,315 | $30,788 | $30,788 |
| 800 SHS CROWN CASTLE INT'L CORP | P | 2017-01-25 | 2024-05-16 | $83,375 | $73,200 | $10,175 | $10,175 |
| 1250 SHS SKYWORKS SOLUTIONS, INC. | P | 2020-06-04 | 2024-05-16 | $118,193 | $164,843 | -$46,650 | -$46,650 |
| 100 SHS AMERICAN EXPRESS | P | 2020-03-31 | 2024-06-27 | $22,851 | $8,529 | $14,322 | $14,322 |
| 90 SHS CATERPILLAR INC | P | 2008-12-18 | 2024-06-27 | $29,356 | $3,883 | $25,473 | $25,473 |
| 100 SHS ECOLAB INC | P | 2006-03-15 | 2024-06-27 | $23,943 | $3,991 | $19,952 | $19,952 |
| 100 SHS JP MORGAN CHASE | P | 2020-03-31 | 2024-06-27 | $19,840 | $8,979 | $10,861 | $10,861 |
| 300 SHS SOUTHERN CO | P | 2010-07-19 | 2024-06-27 | $23,280 | $10,803 | $12,477 | $12,477 |
| 300 SHS WALMART INC | P | 2011-06-03 | 2024-06-27 | $20,343 | $5,430 | $14,913 | $14,913 |
| 100 SHS WASTE MANAGEMENT INC | P | 2010-02-18 | 2024-06-27 | $21,270 | $3,341 | $17,929 | $17,929 |
| 120 SHS CATERPILLAR INC | P | 2008-12-18 | 2024-08-02 | $38,541 | $5,178 | $33,363 | $33,363 |
| 95 SHS JP MORGAN CHASE | P | 2020-03-31 | 2024-08-02 | $18,784 | $8,530 | $10,254 | $10,254 |
| 270 SHS WALMART INC | P | 2011-06-03 | 2024-08-02 | $18,457 | $4,887 | $13,570 | $13,570 |
| 85 SHS JP MORGAN CHASE | P | 2020-03-31 | 2024-08-15 | $17,965 | $7,632 | $10,333 | $10,333 |
| 400 SHS WALMART INC | P | 2011-06-03 | 2024-08-15 | $29,364 | $7,239 | $22,125 | $22,125 |
| 90 SHS AMERICAN EXPRESS | P | 2020-03-31 | 2024-09-27 | $24,396 | $7,676 | $16,720 | $16,720 |
| 100 SHS CATERPILLAR INC | P | 2008-12-18 | 2024-09-30 | $38,937 | $4,315 | $34,622 | $34,622 |
| 200 SHS JOHNSON & JOHNSON | P | 2005-09-22 | 2024-09-30 | $32,268 | $13,095 | $19,173 | $19,173 |
| 400 SHS WALMART INC | P | 2011-06-03 | 2024-09-30 | $32,183 | $7,239 | $24,944 | $24,944 |
| 535 SHS EOG RESOURCES, INC. | P | 2020-01-15 | 2024-10-04 | $70,904 | $41,685 | $29,219 | $29,219 |
| 100 SHS AMERICAN EXPRESS | P | 2020-03-31 | 2024-12-20 | $30,102 | $8,529 | $21,573 | $21,573 |
| 100 SHS JPMORGAN CHASE | P | 2020-03-31 | 2024-12-20 | $23,790 | $8,979 | $14,811 | $14,811 |
| 100 SHS MARRIOTT INTL INC | P | 2014-02-26 | 2024-12-20 | $28,420 | $5,493 | $22,927 | $22,927 |
| 75 SHS S& GLOBAL | P | 2015-09-23 | 2024-12-20 | $36,900 | $6,895 | $30,005 | $30,005 |
| 230 SHS WALMART INC | P | 2011-06-03 | 2024-12-20 | $21,351 | $4,163 | $17,188 | $17,188 |
| 65 SHS JP MORGAN CHASE | P | 2020-03-31 | 2025-02-24 | $17,408 | $5,836 | $11,572 | $11,572 |
| 900 SHS MICROCHIP TECHNOLOGY INC | P | 2014-08-27 | 2025-03-13 | $47,168 | $21,897 | $25,271 | $25,271 |
| 900 SHS SEMPRA ENERGY | P | 2010-11-22 | 2025-03-13 | $60,856 | $22,745 | $38,111 | $38,111 |
| 810 SHS MERICK CO | P | 2004-12-17 | 2025-03-20 | $76,432 | $34,710 | $41,722 | $41,722 |
| 2200 SHS MICROCHIP TECHNOLOGY INC | P | 2014-02-26 | 2025-03-20 | $108,126 | $48,857 | $59,269 | $59,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $607,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,926 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,926 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $304 | EsPenaltyAmt |
| Tax Due | $10,230 | TaxDueAmt |
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 | JOHN A MCBRINE ESQ | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JOHN LG ARCHIBALD | |||||||||
| 1313 WASHINGTON STREET 607 | BOSTON | MA | 02118 | TRUSTEE | 0.10 | $0 | $0 | $0 | |
| MARY A POOR | |||||||||
| 42 FRESH POND LANE | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.10 | $0 | $0 | $0 | |
| JOHN A MCBRINE ESQ | |||||||||
| NUTTER MCCLENNEN FISH LLP 155 | BOSTON | MA | 02210 | TRUSTEE | 0.10 | $0 | $0 | $0 | SEAPORT BLVD |
| 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 | 155 SEAPORT BOULEVARD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUSTEE ADMINISTRATION | ServiceTypeTxt |
| Compensation | $52,351 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,489,938 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $522,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,012,197 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,012,197 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,907,014 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,926 | TotalTaxAmt |
| Distributable Before Adj | $335,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $335,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $335,425 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $299,815 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $299,815 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $280,494 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $299,815 | QualifyingDistributionsAmt |
| Applied To Year1 | $280,494 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,321 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $316,104 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN A MCBRINE NUTTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174392000 | RecipientPhoneNum |
| Recipient Email Address | JMCBRINE@NUTTER.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO FORMAL REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE ADOPTED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $1,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PC | GENERAL | $1,000 |
| BOSTON ATHENAEUM | |||||||
| 10 1/2 BEACON STREET | BOSTON | MA | 02108 | NONE | PC | GENERAL | $1,000 |
| BOSTON WOMEN'S HEALTH BOOK COLLECTIVE | |||||||
| 5 UPLAND ROAD SUITE 2 | CAMBRIDGE | MA | 02140 | NONE | PC | GENERAL | $4,000 |
| BREAKWATER SCHOOL | |||||||
| 856 BRIGHTON AVENUE | PORTLAND | ME | 04102 | NONE | PC | GENERAL | $5,000 |
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 021385512 | NONE | PC | GENERAL | $2,000 |
| CAMBRIDGE SCHOOL OF WESTON | |||||||
| 45 GEORGIAN ROAD | WESTON | MA | 02493 | NONE | PC | GENERAL | $5,000 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $2,000 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 300 PULTENEY STREET | GENEVA | NY | 14456 | NONE | PC | GENERAL | $2,000 |
| HOPE HOUSE | |||||||
| 8 FARNHAM ST | BOSTON | MA | 02119 | NONE | PC | GENERAL | $20,000 |
| MARIA MITCHELL ASSOCIATION | |||||||
| 4 VESTAL ASSN | NANTUCKET | MA | 02554 | NONE | PC | GENERAL | $20,000 |
| MOTHERS OUT FRONT | |||||||
| PO BOX 55071 23686 | BOSTON | MA | 022055071 | NONE | PC | GENERAL | $2,000 |
| MSPCA | |||||||
| 300 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PC | GENERAL | $2,000 |
| MT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $10,000 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | PC | GENERAL | $2,000 |
| NANTUCKET LAND COUNCIL INC | |||||||
| 6 ASH LANE | NANTUCKET | MA | 02554 | NONE | PC | GENERAL | $5,000 |
| NEW YORK FOUNDATION FOR THE ARTS | |||||||
| 20 JAY STREET 7TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $25,000 |
| NORTHWOOD SCHOOL | |||||||
| 5 BENJAMIN CIRCLE | BRENTWOOD | NH | 03833 | NONE | PC | GENERAL | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $10,000 |
| PLANNED PARENTHOOD OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL | $9,000 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | PC | GENERAL | $4,000 |
| SAVE THE WHALES INC | |||||||
| 1192 WARING STREET | SEASIDE | CA | 93955 | NONE | PC | GENERAL | $3,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $500 |
| STRAY CAT ALLIANCE | |||||||
| PO BOX 661277 | LOS ANGELES | CA | 90066 | NONE | PC | GENERAL | $15,000 |
| THE FILM COLLABORATIVE | |||||||
| 3405 CAZADOR STREET | LOS ANGELES | CA | 90065 | NONE | PC | GENERAL | $25,000 |
| THE KIND FUND - UNDER UNICEF AND MSNBC | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $3,000 |
| TUFTS SCHOOL OF VETERINARY MEDICINE | |||||||
| 200 WESTBORO ROAD | NORTH GRAFTON | MA | 01536 | NONE | PC | GENERAL | $1,500 |
| UTAH FILM CENTER | |||||||
| 50 W BROADWAY 1125 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL | $25,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PC | GENERAL | $4,000 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | GENERAL | $8,000 |
| WOMEN MAKE MOVIES | |||||||
| 115 WEST 29TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $12,500 |
| WORLD WILDLIFE DEFENSE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 200371193 | NONE | PC | GENERAL | $12,000 |
| WAYNFLETE SCHOOL | |||||||
| 360 SPRING ST | PORTLAND | ME | 04102 | NONE | PC | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,500 | 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 | $25,251 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,902 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $607,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $752,828 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $752,828 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $1,328,766 | $4,571,187 |
| FOREIGN STOCK | $490,712 | $940,007 |
| PREFERRED STOCK | $60,726 | $63,578 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $591,464 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $596,255 | 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 | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Legal Fees | $10,000 | LegalFeesAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MA FORM PC FEE 3/31/2022 | $140 | $0 | $0 | $140 |
| ADR FEES | $40 | $40 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Amt | $52,351 | Amt |
| Net Investment Income | $26,176 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,175 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $5,499 | $5,499 | $0 | $0 |
| FEDERAL EXCISE TAX F/Y/E 3/31/2024 | $5,729 | $0 | $0 | $0 |
Comments