NORDBLOM FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NORDBLOM FAMILY FOUNDATION (EIN 04-3491328)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349106895
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:01:10-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204071715 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTELETTI DESROCHERS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 DISTRICT AVENUE STE 240 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 | 043491328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORDBLOM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORD | BusinessNameControlTxt |
| Phone | 7812724000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 THIRD AVENUE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER C NORDBLOM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812724000 | PhoneNum |
| Signature | 2021-11-12 | 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 | NORDBLOM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R DESROCHERS CPA | PreparerPersonNm |
| PTIN | P00447691 | PTIN |
| Phone | 7813283200 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $39,921,799 | 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 |
| Dividends Rev And Expnss | $601,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $601,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,383,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,797,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,383,402 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,349 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,021,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,984,902 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,445 | 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 | $54,445 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,645 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $328,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $291,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,031 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,231 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,917 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,269 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,270 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $481,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,391 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,078,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,078,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,560,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,191,947 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$539,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,683,833 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,784 | CashBOYAmt |
| Cash EOY | $52,393 | CashEOYAmt |
| Cash EOYFMV | $52,393 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $54,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,547 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $891,759 | AcctRcvblAmt |
| Acct Rcvbl BOY | $25,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $891,759 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $891,759 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,026,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,373,049 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,630,602 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $26,731,630 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,073,746 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,316,498 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,935,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,421,494 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,921,799 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $357 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $4,237 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,237 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,237 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $37,931,336 | CapitalStockBOYAmt |
| Capital Stock EOY | $37,392,257 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,931,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,392,257 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,935,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,421,494 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,931,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$539,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,392,257 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,392,257 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VANGUARD INTL STOCK | P | $350,000 | $431,774 | -$81,774 | -$81,774 |
| VANGUARD INTL STOCK | P | $450,000 | $461,813 | -$11,813 | -$11,813 |
| VANGUARD INTL STOCK | P | $1,900,000 | $1,884,481 | $15,519 | $15,519 |
| VANGUARD BOND MKT | P | $500,000 | $487,913 | $12,087 | $12,087 |
| VANGUARD BOND MKT | P | $200,000 | $195,165 | $4,835 | $4,835 |
| VANGUARD STOCK MKT | P | $350,000 | $285,970 | $64,030 | $64,030 |
| VANGUARD STOCK MKT | P | $125,000 | $87,694 | $37,306 | $37,306 |
| VANGUARD STOCK MKT | P | $450,000 | $295,567 | $154,433 | $154,433 |
| VANGUARD STOCK MKT | P | $1,900,000 | $1,144,069 | $755,931 | $755,931 |
| VANGUARD BOND MKT | P | $2,378 | $2,378 | $2,378 | |
| VANGUARD BOND MKT | P | $6,794 | $6,794 | $6,794 | |
| STATE STREET REAL ASSET | P | $31,059 | -$31,059 | -$31,059 | |
| STATE STREET REAL ASSET | P | $55,210 | -$55,210 | -$55,210 | |
| STATE STREET REAL ASSET - SEC 988 | P | $443 | -$443 | -$443 | |
| STATE STREET REAL ASSET - SEC 1256 | P | $1,028 | $1,028 | $1,028 | |
| LONE JUNIPER | P | $44,785 | $44,785 | $44,785 | |
| LONE JUNIPER | P | $168,845 | $168,845 | $168,845 | |
| LONE JUNIPER | P | $110,714 | $110,714 | $110,714 | |
| FARALLON - 1256 | P | $36,875 | -$36,875 | -$36,875 | |
| FARALLON | P | $72,185 | $72,185 | $72,185 | |
| FARALLON | P | $72,723 | $72,723 | $72,723 | |
| FARALLON | P | $4,549 | -$4,549 | -$4,549 | |
| DAVIDSON KEMPNER INSTITUTIONAL | P | $32,123 | $32,123 | $32,123 | |
| DAVIDSON KEMPNER INSTITUTIONAL | P | $6,124 | $6,124 | $6,124 | |
| DAVIDSON KEMPNER INSTITUTIONAL - 1231 | P | $13 | $13 | $13 | |
| GQG PARTNERS GLOBAL EQUITY FUND | P | $11,496 | -$11,496 | -$11,496 | |
| GQG PARTNERS GLOBAL EQUITY FUND | P | $784 | $784 | $784 | |
| FPA CRESCENT FUND | P | $9,229 | $9,229 | $9,229 | |
| FPA CRESCENT FUND | P | $44,755 | $44,755 | $44,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,383,402 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $205,915 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | 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 | $40,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $140 | EsPenaltyAmt |
| Overpayment | $16,455 | OverpaymentAmt |
| Applied To ES Tax | $16,455 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | NORDBLOM COMPANY | IndividualWithBooksNm |
| Phone | 7812724000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 THIRD AVENUE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PETER C NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT W NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE N DODGE | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| M LEE NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 25.00 | $54,445 | $0 | $0 |
| CAROLYN C LOS | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING | ServiceTypeTxt |
| Compensation | $125,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,293,834 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,785 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,537,233 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,948,852 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,948,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $614,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,334,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,016,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,016,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,405 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,417 | IncomeTaxAmt |
| Total Tax | $34,822 | TotalTaxAmt |
| Distributable Before Adj | $1,981,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,981,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,981,909 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,191,947 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,191,947 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,191,947 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,981,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,170,747 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,191,947 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,170,747 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,021,200 | 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 | $960,709 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| APPPAH | |||||||
| PO BOX 123 | WINTHROP HARBOR | IL | 60096 | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 865 WASHINGTON ST | BOSTON | MA | 02111 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| BOYS AND GIRLS CLUB OF BOSTON INC | |||||||
| 50 CONGRESS ST SUITE 730 | BOSTON | MA | 02109 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| CAPE COD CHILDREN'S PLACE | |||||||
| 10 BALLWIC RD PO BOX 1935 | N EASTHAM | MA | 02651 | PUBLIC CHARITY | CHARITABLE | $35,000 | |
| CARE DIMENSIONS | |||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| CARITAS COMMUNITIES | |||||||
| 25 BRAINTREE HILL OFFICE PARK SUITE | BRAINTREE | MA | 02184 | PUBLIC CHARITY | CHARITABLE | $1,000 | 206 |
| CENTER FOR BLACK EQUITY | |||||||
| POST OFFICE BOX 77313 | WASHINGTON | DC | 20013 | PUBLIC CHARITY | CHARITABLE | $103 | |
| CHILDREN'S LITERACY FOUNDATION | |||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| CHILDREN'S MIRACLE NETWORK HOSPITALS | |||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | PUBLIC CHARITY | CHARITABLE | $250 | |
| CHILDREN'S RM-CTR FOR GRIEVING | |||||||
| 1210 MASS AVE | ARLINGTON | MA | 02476 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| CIRCLE PROGRAM | |||||||
| PO BOX 815 | PLYMOUTH | NH | 03264 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| COALITION ON TEMPORARY SHELTER | |||||||
| 2211 E JEFFERSON SUITE 400 | DETROIT | MI | 48207 | PUBLIC CHARITY | CHARITABLE | $57,775 | |
| COLUMBIA LAND CONSERVANCY | |||||||
| 49 MAIN STREET | CHATHAM | NY | 12037 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| COMMUNITY PARTNERSHIP FAMILY RESOURCE CENTER | |||||||
| PO BOX 396 | DIVIDE | CO | 80814 | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| COMMUNITY SERVICES CONSORTIUM | |||||||
| 250 BROADALBIN ST SUITE 2A | ALBANY | OR | 97321 | PUBLIC CHARITY | CHARITABLE | $57,775 | |
| CROSSROADS FOR KIDS | |||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| ECONOMIC MOBILITY PATHWAYS | |||||||
| ONE WASHINGTON MALL 3RD FLOOR | BOSTON | MA | 02108 | PUBLIC CHARITY | CHARITABLE | $235,000 | |
| EPIPHANY | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | PUBLIC CHARITY | CHARITABLE | $40,000 | |
| FAMILIES FIRST PARENTING PROGRAMS | |||||||
| 9 GALEN ST | WATERTOWN | MA | 02472 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| FAMILY & CHILDREN'S SVC | |||||||
| 111 NORTH COMMON STREET | LYNN | MA | 01902 | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | |||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| FAMILY SVC OF MERRIMACK VALLEY | |||||||
| 430 N CANAL STREET | LAWRENCE | MA | 01840 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| FATHER'S UPLIFT INC | |||||||
| 12 SOUTHERN AVENUE | DORCHESTER | MA | 02124 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | PUBLIC CHARITY | CHARITABLE | $450,000 | |
| FRIENDS OF CCHS LACROSSE | |||||||
| PO BOX 142 | CONCORD | MA | 01742 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| JULIE'S FAMILY LEARNING PROGRAM INC | |||||||
| 133 FORCHESTER ST | SHOUTH BOSTON | MA | 02127 | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| JUSTICE RESOURCE INITIATIVE FBO FIRST CONNECTIONS | |||||||
| 360 MASS AVE | ACTON | MA | 01720 | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| LA ALIANZA HISPANA | |||||||
| 1000 MASS AVE 101 | BOSTON | MA | 02118 | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| MSPCA - ANGELL | |||||||
| 350 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| NEW HORIZONS FOUNDATION | |||||||
| 5550 TECH CENTER DRIVE SUITE 303 | COLORADO SPRINGS | CO | 80919 | PUBLIC CHARITY | CHARITABLE | $3,300 | |
| NORTHWEST HARVEST | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | PUBLIC CHARITY | CHARITABLE | $500 | |
| ORTHODOX CHRISTIAN MISSION CENTER | |||||||
| 220 MASON MANATEE WAY | ST AUGUSTINE | FL | 32086 | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| PATHWAYS FOR CHILDREN | |||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | PUBLIC CHARITY | CHARITABLE | $30,000 | |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL ST 802 | BOSTON | MA | 02110 | PUBLIC CHARITY | CHARITABLE | $30,000 | |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | PUBLIC CHARITY | CHARITABLE | $200 | |
| RAINBOW RAILROAD | |||||||
| 424 WEST 54TH STREET | NEW YORK | NY | 10019 | PUBLIC CHARITY | CHARITABLE | $103 | |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| ROCA INC | |||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| ROOM TO GROW NATIONAL INC | |||||||
| 142 BERKELEY STREET | BOSTON | MA | 02116 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| SCARBOROUGH LAND CONSERVATION TRUST | |||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| SPACE FOR GIANTS | |||||||
| 57 WEST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| SUMMER SEARCH | |||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON ST 300 | BOSTON | MA | 02116 | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| THE CABOT PERFORMING ARTS CENTER | |||||||
| 286 CABOT STREET | BEVERLY | MA | 01915 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| THE FAMILY PARTNERSHIP | |||||||
| 414 S 8TH ST | MINNEAPOLIS | MN | 55404 | PUBLIC CHARITY | CHARITABLE | $57,775 | |
| THE OPPORTUNITY ALLIANCE | |||||||
| 50 LYDIA LANE | SOUTH PORTLAND | ME | 04106 | PUBLIC CHARITY | CHARITABLE | $57,775 | |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST ST | BOSTON | MA | 02135 | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,078,556 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $601,500 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $36,349 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,383,402 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $36,349 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,984,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,021,251 | 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 | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $19,645 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,645 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,373,049 | EOYBookValueAmt |
| EOYFMV | $10,630,602 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INTEREST | AT COST | $12,891,403 | $13,511,721 |
| DOMESTIC BONDS | AT COST | $5,243,661 | $5,657,475 |
| MUTUAL FUNDS | AT COST | $10,938,682 | $9,147,302 |
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 |
|---|---|---|---|---|
| OFFICE SUPPLIES | $2,414 | $1,207 | $0 | $1,207 |
| BANK/PAYROLL FEES | $2,125 | $1,062 | $0 | $1,063 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $36,349 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FED TAX PAYABLE | $2,228 | $2,228 |
| MA TAX PAYABLE | $2,009 | $2,009 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $291,883 | $291,883 | $0 | $0 |
| GMA FEES | $37,031 | $0 | $0 | $37,031 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MA STATE TAXES | $4,912 | $0 | $0 | $0 |
| FEDERAL TAXES | $62,402 | $0 | $0 | $0 |
| FOREIGN TAXES | $6,917 | $6,917 | $0 | $0 |
Comments