THE MARGARET STEWART LINDSAY FOUNDATION OF 1989: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 (EIN 04-3382858)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349109455
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T16:25:02-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JKJ Tax Compliance & PlanningBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1106 Chandlers WharfAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043382858EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARGARET S LINDSAY FOUNDATION OF 1989BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARGBusinessNameControlTxt
Phone6177332020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1320 CONANT ROADAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJBRIAN POTTSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6177332020PhoneNum
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJBRIANPersonFirstNm
Person LastPOTTSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJill K JaworskiPreparerPersonNm
PTINP01082870PTIN
Phone9788849962PhoneNum
Preparation2021-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,156,069FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,302ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$62,850DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,621DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$442,455NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,779,550GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$449,488CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$8,260OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,600OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$524,867TotalRevAndExpnssAmt
Total Net Invst Incm$513,709TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$75,744CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$75,744CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$44,550LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$44,550LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$740AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$740AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,798TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$2,627OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,557OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$125,459TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$123,591TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$252,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$252,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$377,959TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$123,591TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$252,570TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$146,908ExcessRevenueOverExpensesAmt
Net Investment Income$390,118NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$710,305SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$567,689SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$567,689SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$2,571,350CorporateStockBOYAmt
Corporate Stock EOY$2,754,049CorporateStockEOYAmt
Corporate Stock EOYFMV$4,839,991CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$626,323OtherInvestmentsBOYAmt
Other Investments EOY$733,148OtherInvestmentsEOYAmt
Other Investments EOYFMV$748,389OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,907,978TotalAssetsBOYAmt
Total Assets EOY$4,054,886TotalAssetsEOYAmt
Total Assets EOYFMV$6,156,069TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$3,907,978AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$4,054,886AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$3,907,978TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,054,886TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,907,978TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,054,886TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,907,978TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$146,908ExcessRevenueOverExpensesAmt
Subtotal$4,054,886SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,054,886TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES-FIDUCIARY TRUST COP2019-01-012020-12-31$342,462$0$325,505$16,957$0$0$0$16,957
PUBLICLY TRADED SECURITIES-VANGUARDP2019-01-012020-12-31$1,437,088$0$1,004,557$432,531$0$0$0$432,531
FieldValueIRS element (for citing)
Capital Gain Net Income$449,488CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,423InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,423SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,423TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,276EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$8,750ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$12,026TotalPaymentsAndCreditsAmt
Original Return Overpayment-$12,026OriginalReturnOverpaymentAmt
Overpayment$6,603OverpaymentAmt
Applied To ES Tax$6,603AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJBRIAN POTTSIndividualWithBooksNm
Phone6177332020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1320 CONANT ROADAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FIDUCIARY TRUST COMPANY
53 STATE STREETBOSTONMA02109TRUSTEE0.00$19,198$0$0
KATHLEEN M MCCARTHY ESQ
275 GROVE ST STE 2-400NEWTONMA02466TRUSTEE0.00$28,273$0$0
JBRIAN POTTS
320 CONCANT ROADWESTONMA02493TRUSTEE0.00$28,723$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,882,515AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$576,008AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,458,523TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,458,523AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,878CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,376,645NetVlNoncharitableAssetsAmt
Minimum Investment Return$268,832MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$268,832MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,423TaxBasedOnInvestmentIncomeAmt
Total Tax$5,423TotalTaxAmt
Distributable Before Adj$263,409DistributableBeforeAdjAmt
Distributable Before Ded$263,409DistributableBeforeDedAmt
Distributable As Adjusted$263,409DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$252,570ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$252,570QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$252,570AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$263,409DistributableAsAdjustedAmt
Undistributed Income PY$69,982UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$252,570QualifyingDistributionsAmt
Applied To Year1$69,982AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$182,588AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$80,821UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE SAMARITANS
41 WEST STREET 4TH FLOORBOSTONMA02111PCPROVIDES LIFE SAVINGSUICIDE PREVENTION SERVICES$50,000
THE ELLIE FUND
200 RESERVOIR STREET SUITE 300NEEDHAMMA02494PCSUPPORTING BREAST CANCERPATIENTS WITH ESSENTIALSERVICES TO EASE THE STRESS$75,000
SHELTER MUSIC BOSTON
1337 MASSACHUSETTS AVE 116ARLINGTONMA02476PCMUSIC FOR ORGANIZATIONSDEDICATED TO HELPING PEOPLEWHO ARE HOMELESS OR RECOVERING$35,000
LUCY LOVE BUS
21 WATER STREET SUITE 302AMESBURYMA01913PCTO IMPROVE QUALITY OF LIFEFOR CHILDREN WITH CANCER & LIFE THREATENING ILLNESS$35,000
COURAGEOUS PARENTS NETWORK
21 ROCHESTER ROADNEWTONMA02458PCEMPOWERS FAMILIES ANDPROVIDERS CARING FORCHILDREN WITH SERIOUS ILLNESS$20,000
MARTHA VINEYARD CANCER SUPPORT
PO BOX 2214VINEYARD HAVENMA02568PCENHANCE QUALITY OF LIFEFOR CANCER PATIENTS & FAMILIESBY SUPPORT GROUPS & FINACIAL SUPPORT$20,000
ACE COACHES
251 HEATH STREET APT 207JAMAICA PLAINMA02130PCTEACH STUDENTS HOW TO TAKEOWNERSHIP OF THEIR ACADEMIC EXPERIENCE THROUGH COACHING$15,000
WESTON DRAMA WORKSHOP
PO BOX 441WESTONMA02493PCTO PROVIDE EDUCATION ANDAPPRECIATION OF LIVE THEATRE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$252,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,621ExclusionAmt
Related Or Exempt Function Incm$5,229RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$442,455ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
ROYALTY RECEIPTS15$7,735
PARTNERSHIP RECEIPTS14$525

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$508,336ExclusionAmt
Related Or Exempt Function Incm$5,229RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$513,565TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementINTEREST WAS EXCLUDED FROM GROSS INCOME BY SECTION 103RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1EL CORBETT TRUST-MARGARETBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O JBP 320 CONANT ROADAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,302TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFIDUCIARY TRUST COMPANY TAX PREPARATIONCategoryTxt
Amt$740Amt
Net Investment Income$740NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Gross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
$1,437,088$1,011,590$425,498
$342,462$325,505$16,957

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED STOCKStockNm
EOY Book Value$2,754,049EOYBookValueAmt
EOYFMV$4,839,991EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
OTHER ALT INVESTMENTS-SEE DETAIL ATTACHED$613,148$623,389
OTHER INVESTMENT-PARTNERSHIP$120,000$125,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmt
GOULSTON & STORRS PC LEGAL$22,579
BURNS & LEVINSON LEGAL$21,971

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE FILING FEE$70$70
BANK FEES$65$65
WIRE FEES$50$50
PARTNERSHIP EXPENSES-DIRECT$2,442$2,442

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ROYALTY$7,735$7,735
PARTNERSHIP ACTIVITY$0-$1,660
PARTNERSHIP DISTRIBUTION$525$525

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2019 FEDERALCategoryTxt
Amt$1,798Amt

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