THE ELIZABETH T FESSENDEN CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ELIZABETH T FESSENDEN CHARITABLE FOUNDATION (EIN 22-3432161)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2021-12-07
- IRS object ID
- 202103419349100115
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-07T14:24:39-06:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042815899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST INVESTMENT MANAGEMENT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH ST STE 1000 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223432161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH T FESSENDEN CHARITABLE FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 6175233588 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO NEIM 100 HIGH STREET NO 1000 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F FRANCINI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175233588 | PhoneNum |
| Signature | 2021-12-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | FRANCINI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL COSTA | PreparerPersonNm |
| PTIN | P00329432 | PTIN |
| Phone | 6175233588 | PhoneNum |
| Preparation | 2021-12-07 | 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 | $4,855,634 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,513 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $383,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,894,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $383,584 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $449,108 | 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 |
| Accounting Fees Rev And Expnss | $5,184 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,639 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,528 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,863 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,528 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $580,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $580,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $620,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $586,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$171,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $449,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,340 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,340 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $373,572 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $199,960 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,998 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,648,477 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,606,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,552,296 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,081,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,909,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,855,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,081,167 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,909,412 | 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 | $2,081,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,909,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,081,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,909,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,081,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$171,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,909,412 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,909,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60 SHS 3M CO COM | P | 2008-12-04 | 2020-09-15 | $9,993 | $3,976 | $6,017 | $6,017 |
| 275000 UST BILL 0% 8/27/20 | P | 2020-03-02 | 2020-08-27 | $273,631 | $273,630 | $1 | $1 |
| 100000 UST BILL 0% 11 5 20 | P | 2020-04-28 | 2020-11-05 | $99,941 | $99,940 | $1 | $1 |
| 250000 UST BILL 0% 2 25 21 | P | 2020-12-14 | 2021-02-25 | $249,975 | $249,974 | $1 | $1 |
| 250000 UST BILL 0% 2 25 21 | P | 2020-08-27 | 2021-02-25 | $249,874 | $249,873 | $1 | $1 |
| 100000 UST BILL 0% 6 3 21 | P | 2020-12-18 | 2021-06-03 | $99,962 | $99,962 | $0 | $0 |
| 100000 UST BILL 0% 8 12 21 | P | 2021-06-02 | 2021-06-21 | $99,974 | $99,988 | -$14 | -$14 |
| 250000 UST BILL 0% 8 12 21 | P | 2021-03-01 | 2021-06-21 | $249,950 | $249,950 | $0 | $0 |
| 23 SHS THERMO FISHER SCIENTIFIC INC COM | P | 2016-07-26 | 2020-09-15 | $10,011 | $3,628 | $6,383 | $6,383 |
| 48 SHS DANAHER CORP COM | P | 2018-05-01 | 2020-09-15 | $10,014 | $4,459 | $5,555 | $5,555 |
| 33 SHS AIR PRODS & CHEMS INC COM | P | 2006-01-05 | 2020-09-15 | $10,061 | $1,782 | $8,279 | $8,279 |
| 0.4183 SHS VIATRIS INC COM | P | 2020-09-15 | 2020-11-17 | $7 | $8 | -$1 | -$1 |
| 72 SHS VISA INC COM CL A | P | 2012-07-23 | 2020-12-11 | $14,814 | $2,658 | $12,156 | $12,156 |
| 1193 SHS US BANCORP DEL COM | P | 2010-08-20 | 2020-12-11 | $54,413 | $28,535 | $25,878 | $25,878 |
| 298 SHS 3M CO COM | P | 2008-12-04 | 2020-12-11 | $51,601 | $19,750 | $31,851 | $31,851 |
| 32 SHS THERMO FISHER SCIENTIFIC INC COM | P | 2016-07-26 | 2020-12-11 | $14,975 | $5,047 | $9,928 | $9,928 |
| 109 SHS NIKE INC CL B | P | 2020-03-30 | 2020-12-11 | $14,941 | $3,279 | $11,662 | $11,662 |
| 45 SHS MASTERCARD INC CL A COM | P | 2013-11-19 | 2020-12-11 | $14,860 | $3,375 | $11,485 | $11,485 |
| 31 SHS META PLATFORMS INC CL A | P | 2017-04-19 | 2020-12-11 | $8,514 | $4,297 | $4,217 | $4,217 |
| 23 SHS META PLATFORMS INC CL A | P | 2018-05-01 | 2020-12-11 | $6,317 | $3,188 | $3,129 | $3,129 |
| 67 SHS DANAHER CORP COM | P | 2018-05-01 | 2020-12-11 | $14,948 | $6,224 | $8,724 | $8,724 |
| 5 SHS AKAMAI TECHNOLOGIES INC COM | P | 2012-05-01 | 2020-12-11 | $518 | $174 | $344 | $344 |
| 140 SHS AKAMAI TECHNOLOGIES INC COM | P | 2013-03-15 | 2020-12-11 | $14,517 | $4,867 | $9,650 | $9,650 |
| 33.083 SHS VIATRIS INC COM | P | 2020-09-15 | 2021-02-04 | $593 | $270 | $323 | $323 |
| 235.7499 SHS VIATRIS INC COM | P | 2010-08-20 | 2021-02-04 | $4,223 | $1,923 | $2,300 | $2,300 |
| 11.1671 SHS VIATRIS INC COM | P | 2010-12-03 | 2021-02-04 | $200 | $91 | $109 | $109 |
| 52 SHS ACCENTURE PLC IRELAND CL SHS ISIN#IE00B4BNMY34 | P | 2020-03-30 | 2021-04-27 | $15,091 | $6,551 | $8,540 | $8,540 |
| 25 SHS META PLATFORMS INC CL A | P | 2018-12-03 | 2021-04-27 | $7,624 | $3,465 | $4,159 | $4,159 |
| 24 SHS META PLATFORMS INC CL A | P | 2017-04-19 | 2021-04-27 | $7,319 | $3,327 | $3,992 | $3,992 |
| 58 SHS DANAHER CORP COM | P | 2018-05-01 | 2021-04-27 | $14,990 | $5,388 | $9,602 | $9,602 |
| 37 SHS COSTCO WHOLESALE CORP NEW COM | P | 2016-03-14 | 2021-04-27 | $13,705 | $5,659 | $8,046 | $8,046 |
| 4 SHS COSTCO WHOLESALE CORP NEW COM | P | 2015-11-25 | 2021-04-27 | $1,482 | $612 | $870 | $870 |
| 111 SHS APPLE INC COM | P | 2015-07-28 | 2021-04-27 | $14,926 | $3,287 | $11,639 | $11,639 |
| 43 SHS ABBOTT LABS COM | P | 2012-07-23 | 2021-04-27 | $5,235 | $1,016 | $4,219 | $4,219 |
| 80 SHS ABBOTT LABS COM | P | 2013-03-15 | 2021-04-27 | $9,740 | $1,890 | $7,850 | $7,850 |
| 21 SHS THERMO FISHER SCIENTIFIC INC COM | P | 2016-07-26 | 2021-06-21 | $10,162 | $3,959 | $6,203 | $6,203 |
| 31 SHS THERMO FISHER SCIENTIFIC INC COM | P | 2021-04-27 | 2021-06-21 | $15,001 | $5,845 | $9,156 | $9,156 |
| 34 SHS MICROSOFT CORP COM | P | 2020-09-15 | 2021-06-21 | $8,909 | $6,369 | $2,540 | $2,540 |
| 38 SHS MICROSOFT CORP COM | P | 2021-04-27 | 2021-06-21 | $9,957 | $7,119 | $2,838 | $2,838 |
| 24 SHS MICROSOFT CORP COM | P | 2020-12-11 | 2021-06-21 | $6,289 | $4,496 | $1,793 | $1,793 |
| 68 SHS MASTERCARD INC CL A COM | P | 2013-11-19 | 2021-06-21 | $25,371 | $5,100 | $20,271 | $20,271 |
| 189 SHS APPLE INC COM | P | 2015-07-28 | 2021-06-21 | $24,953 | $5,597 | $19,356 | $19,356 |
| 94 SHS AMERICAN TOWER CORP NEW COM | P | 2012-05-01 | 2021-06-21 | $25,131 | $6,295 | $18,836 | $18,836 |
| 8 SHS ALPHABET INC CL A | P | 2014-03-26 | 2021-06-21 | $19,481 | $4,163 | $15,318 | $15,318 |
| 2 SHS ALPHABET INC CL A | P | 2014-07-29 | 2021-06-21 | $4,870 | $1,041 | $3,829 | $3,829 |
| 171 SHS AIR PRODS & CHEMS INC COM | P | 2006-01-05 | 2021-06-21 | $50,584 | $9,236 | $41,348 | $41,348 |
| CAPITAL GAINS DIVIDENDS | P | $25,200 | $25,200 | $25,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $383,584 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,251 | 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 | $13,251 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,008 | OverpaymentAmt |
| Applied To ES Tax | $7,008 | 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 | NORTHEAST INVESTMENT MANAGEMENT INC | IndividualWithBooksNm |
| Phone | 6175233588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH ST SUITE 1000 | AddressLine1Txt |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN F FRANCINISEE STATEMENT | ||||||||
| 100 HIGH ST STE 1000 | BOSTON | MA | 02110 | PART-TIME TRUSTEE | 1.00 | $0 | $0 | $0 |
| LOUISE C RIEMER | ||||||||
| 12 FAIRGREEN PL | CHESTNUT HILL | MA | 02467 | PART-TIME TRUSTEE | 1.00 | $0 | $0 | $0 |
| K DAVIS RIEMER | ||||||||
| 85 WOODLAND ROAD | JAMAICA PLAIN | MA | 02130 | PART-TIME 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 | $4,741,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,884,615 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,884,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,811,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $240,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $240,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,243 | TotalTaxAmt |
| Distributable Before Adj | $234,324 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $234,324 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $234,324 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $586,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $586,528 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $586,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $234,324 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $176,164 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202,827 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $231,893 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $346,345 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $339,707 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,296,936 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $586,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $234,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $352,204 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,649,140 | 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 | $176,164 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,472,976 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202,827 | ExcessFromYear4Amt |
| Excess From Year3 | $231,893 | ExcessFromYear3Amt |
| Excess From Year2 | $346,345 | ExcessFromYear2Amt |
| Excess From Year1 | $339,707 | ExcessFromYear1Amt |
| Excess From Current Year | $352,204 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WGBH | |||||||
| 125 WESTERN AVENUE | BOSTON | MA | 02134 | N/A | PUBLIC TELEVISION | GENERAL FUNDS | $25,000 |
| WESTWOOD LAND TRUST INC | |||||||
| PO BOX 2616 | WESTWOOD | MA | 02090 | N/A | NON PROFIT | GENERAL FUNDS | $20,000 |
| TOWER HILL BOTANICAL GARDEN | |||||||
| 11 FRENCH DRIVE PO BOX 598 | BOYLSTON | MA | 01505 | N/A | NON PROFIT | GENERAL FUNDS | $30,000 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | N/A | NON PROFIT | GENERAL FUNDS | $35,000 |
| THE GARDEN CONSERVANCY | |||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | N/A | NON PROFIT | GENERAL FUNDS | $5,000 |
| SPAULDING REHABILITATION HOSPITAL | |||||||
| 1575 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | N/A | HOSPITAL | GENERAL FUNDS | $40,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | NON PROFIT | GENERAL FUNDS | $25,000 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | NON PROFIT | GENERAL FUNDS | $15,000 |
| NORTH BENNET STREET SCHOOL | |||||||
| 39 NORTH BENNET STREET | BOSTON | MA | 02113 | N/A | NON PROFIT | GENERAL FUNDS | $20,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 1785 MASS AVE NW | WASHINGTON | DC | 20036 | N/A | NON PROFIT | GENERAL FUNDS | $25,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | MUSEUM | GENERAL FUNDS | $20,000 |
| MGH HEALING GARDEN AT YAWKEE | |||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | N/A | HOSPITAL | GENERAL FUNDS | $10,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | N/A | HOSPITAL | GENERAL FUNDS | $50,000 |
| FRIENDS OF THE BOSTON PARK RANGERS MOUNTED UNIT | |||||||
| PO BOX 67147 | CHESTNUT HILL | MA | 02467 | N/A | NON PROFIT | GENERAL FUNDS | $20,000 |
| FRIENDS OF MGH CANCER CENTER | |||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | N/A | HOSPITAL | GENERAL FUNDS | $5,000 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 891 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | N/A | NON PROFIT | GENERAL FUNDS | $30,000 |
| COALITION FOR BUZZARDS BAY | |||||||
| 620 BELLEVILLE AVENUE | NEW BEDFORD | MA | 02745 | N/A | NON PROFIT | GENERAL FUNDS | $5,000 |
| CHARLES RIVER CONSERVANCY | |||||||
| 1 EDUCATION STREET | CAMBRIDGE | MA | 02141 | N/A | NON PROFIT | GENERAL FUNDS | $5,000 |
| BRIGHAM & WOMEN'S FAULKNER HOSPITAL | |||||||
| 1153 CENTRE STREET | BOSTON | MA | 02130 | N/A | HOSPITAL | GENERAL FUNDS | $20,000 |
| BOYS & GIRLS CLUB OF BOSTON | |||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | N/A | NON PROFIT | GENERAL FUNDS | $20,000 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | N/A | NON PROFIT | GENERAL FUNDS | $35,000 |
| BOSTON PUBLIC LIBRARY FOUNDATION | |||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PUBLIC LIBRARY | GENERAL FUNDS | $15,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVENUE OV | BOSTON | MA | 02215 | N/A | HOSPITAL | GENERAL FUNDS | $30,000 |
| ARNOLD ARBORETUM OF HARVARD UNIVERSITY | |||||||
| 125 ARBORWAY | JAMAICA PLAIN | MA | 02130 | N/A | NON PROFIT | GENERAL FUNDS | $15,000 |
| ACCESSPORTAMERICA | |||||||
| 119 HIGH STREET | ACTON | MA | 01720 | N/A | NON PROFIT | GENERAL FUNDS | $10,000 |
| 152 COMMONWEALTH FOUNDATION | |||||||
| 152 COMMONWEALTH AVE | BOSTON | MA | 02116 | N/A | NON PROFIT | GENERAL FUNDS | $25,000 |
| VNA OF BOSTON | |||||||
| 150 MOUNT VERNON STREET 2ND FLOOR | DORCHESTER | MA | 02125 | N/A | NON PROFIT | GENERAL FUNDS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $580,000 | 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 | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,513 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $358,384 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $358,384 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,108 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8E | LineNumberTxt |
| Relationship Statement | CAPITAL GAINS GENERATED WERE INCLUDED IN DISTRIBUTIONS TO CHARITIES | RelationshipStatementTxt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEE | $4,265 | $0 | $0 |
| ACCOUNTING FEE | $919 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK, MUTUAL FUNDS & ETF'S | StockNm |
| EOY Book Value | $1,606,112 | EOYBookValueAmt |
| EOYFMV | $4,552,296 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $199,960 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $199,998 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE - COMMONWEALTH OF MASSACHUSETTS | $35 | $0 | $0 |
| CUSTODIAN FEE | $5 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $32,639 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,528 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF EXCISE TAX PAID ON EXTENSION | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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