EDITH H OVERLY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDITH H OVERLY FOUNDATION (EIN 22-3043340)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-06
- IRS object ID
- 202110969349100206
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-06T09:09:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | 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 | 223043340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edith H Overly Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDIT | BusinessNameControlTxt |
| Phone | 6172484760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Choate LLP PO Box 961019 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William A Lowell | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6172484760 | PhoneNum |
| Signature | 2021-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | William | PersonFirstNm |
| Person Last | Lowell | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2021-04-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,189,004 | 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 | $7,061 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,061 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $521,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $521,575 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$799,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,322,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$270,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $528,636 | 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 | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $181,844 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $163,660 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,184 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $186,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,240,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,240,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,426,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,260,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,696,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $363,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,493,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,624,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,624,047 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,730,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,643,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,643,885 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,904,240 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,280,934 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,280,934 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,853,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,640,138 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,640,138 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,981,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,189,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,189,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,650,541 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,189,004 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $330,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,981,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,189,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,981,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,189,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,981,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,696,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,904,539 | OtherIncreasesAmt |
| Subtotal | $32,189,004 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,189,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $14,954,559 | $16,121,619 | -$1,167,060 | -$1,167,060 |
| Capital Gains Dividends | P | $367,585 | $367,585 | $367,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$799,475 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,051 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,051 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,049 | 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 | $24,049 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,998 | OverpaymentAmt |
| Applied To ES Tax | $18,998 | 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 | Choate Hall Stewart LLP | IndividualWithBooksNm |
| Phone | 6172484760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two International Place | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| William A Lowell | ||||||||
| Choate Hall Stewart LLP Two Intl | Boston | MA | 02110 | Trustee | 1.00 | $0 | $0 | $0 |
| Charles A Cheever | ||||||||
| Choate Hall Stewart LLP Two Intl | Boston | MA | 02110 | 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 | Choate Hall & Stewart LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two International Place | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Invest Mgmnt, Record keeping | ServiceTypeTxt |
| Compensation | $181,844 | 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 | $27,309,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $994,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,303,845 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,303,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $424,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,879,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,393,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,393,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,051 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,051 | TotalTaxAmt |
| Distributable Before Adj | $1,388,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,388,913 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,388,913 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,260,809 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,260,809 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,260,809 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,388,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $565,822 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,260,809 | QualifyingDistributionsAmt |
| Applied To Year1 | $565,822 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $694,987 | 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 | $693,926 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Alpine Club | ||||||||
| 710 Tenth Street Suite 100 | Golden | CO | 80401 | N/A | PC | General Support | $40,000 | |
| American Cancer Society | ||||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | N/A | PC | General Support | $35,000 | |
| Appalachian Mountain Club | ||||||||
| 10 City Square | Boston | MA | 02129 | N/A | PC | General Support | $10,000 | |
| Boston Athenaeum | ||||||||
| 10 1/2 Beacon Street | Boston | MA | 02108 | N/A | PC | General Support | $20,000 | |
| Boston Symphony Orchestra | ||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | N/A | PC | General Support | $20,000 | |
| Caritas Communities | ||||||||
| 25 Braintree Hill Office Park Suite | Braintree | MA | 02184 | N/A | PC | General Support | $75,000 | 206 |
| Carolina Horse Park Foundation | ||||||||
| 2814 Montrose Road | Raeford | NC | 28376 | N/A | PC | General Support | $150,000 | |
| Dana-Farber Cancer Center | ||||||||
| 450 Brookline Avenue | Boston | MA | 02115 | N/A | PC | General Support | $25,000 | |
| Mass Eye & Ear Infirmary | ||||||||
| 243 Charles Street | Boston | MA | 02114 | N/A | PC | General Support | $30,000 | |
| Mass General Hospital (MGH Cancer) | ||||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | N/A | PC | General Support | $10,000 | |
| Memorial Sloan-Kettering Cancer Center | ||||||||
| PO Box 27106 | New York | NY | 10087 | N/A | PC | General Support | $25,000 | |
| Museum of Fine Arts | ||||||||
| 465 Huntington Avenue | Boston | MA | 02115 | N/A | PC | General Support | $15,000 | |
| Museum of Science | ||||||||
| 1 Science Park | Boston | MA | 02114 | N/A | PC | General Support | $25,000 | |
| New England Aquarium | ||||||||
| Central Wharf | Boston | MA | 02110 | N/A | PC | General Support | $10,000 | |
| Old Sturbridge Village | ||||||||
| 1 Old Sturbridge Village Road | Sturbridge | MA | 01566 | N/A | PC | General Support | $15,000 | |
| Robert Treat Paine Historical Trust | ||||||||
| 100 Robert Treat Paine Drive | Waltham | MA | 02452 | N/A | PC | General Support | $25,000 | |
| Shady Hill School | ||||||||
| 178 Coolidge Hill | Cambridge | MA | 02138 | N/A | PC | General Support | $15,000 | |
| Spaulding Rehabilitation Hospital | ||||||||
| 300 First Avenue | Boston | MA | 02129 | N/A | PC | General Support | $30,000 | |
| Sudbury Valley Trustees | ||||||||
| 18 Wolbach Road | Sudbury | MA | 01776 | N/A | PC | General Support | $20,000 | |
| The Boston Foundation | ||||||||
| 75 Arlington Street 3rd Floor | Boston | MA | 02116 | N/A | PC | Massachusetts Covid-19 Relief Fund | $400,000 | |
| The Metropolitan Opera Association | ||||||||
| 30 Lincoln Center | New York | NY | 10023 | N/A | PC | General Support | $25,000 | |
| The Nature Conservancy | ||||||||
| 4245 North Fairfax Drive Suite 100 | Arlington | VA | 22203 | N/A | PC | General Support | $20,000 | |
| Thompson's Island Outward Bound Center | ||||||||
| PO Box 127 | Boston | MA | 02127 | N/A | PC | General Support | $15,000 | |
| Trustees of Reservations | ||||||||
| 200 High Street 4th Floor | Boston | MA | 02110 | N/A | PC | General Support | $15,000 | |
| Trustees of Tufts College | ||||||||
| 169 Holland Street | Somerville | MA | 02144 | N/A | PC | General Support | $90,000 | |
| Walthour-Moss Foundation | ||||||||
| PO Box 1794 | Southern Pines | NC | 28388 | N/A | PC | General Support | $10,000 | |
| WGBH Educational Foundation | ||||||||
| One Guest Street | Boston | MA | 02135 | N/A | PC | General Support | $30,000 | |
| Winsor School | ||||||||
| 103 Pilgrim Road | Boston | MA | 02215 | N/A | PC | General Support | $15,000 | |
| World Wildlife Fund | ||||||||
| 1250 24th Street NW | Washington | DC | 20037 | N/A | PC | General Support | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,240,000 | 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 | $7,061 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $521,575 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$799,475 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$270,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$270,839 | 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 | Tax Prep Fees | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $1,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7750 units Fidelity Short Term Treasury Bond Index Fund | $83,917 | $83,917 |
| 13320 units iShares 7-10 Year Treasury Bond ETF | $1,597,734 | $1,597,734 |
| 66253 units Vanguard Intermeditate Term Treasury ETF | $4,599,283 | $4,599,283 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 179610.574 units Artisan Focus Fund | $3,658,667 | $3,658,667 |
| 43640.534 units Edgewood Growth Fund | $2,259,271 | $2,259,271 |
| 10897.000 units Invesco S&P 500 Equal Weight ETF | $1,389,803 | $1,389,803 |
| 4820.000 units Polen Growth Fund | $221,238 | $221,238 |
| 57320.000 units SPDR S&P 500 Fossil Fuel Reserves Free ETF | $5,329,614 | $5,329,614 |
| 67993.132 units Spyglass Growth Fund | $1,508,768 | $1,508,768 |
| 23548.552 units GQG Partners International Opportunities Fund | $419,635 | $419,635 |
| 55344.835 units MFS International Instrinsic Value Fund | $3,020,168 | $3,020,168 |
| 140107.866 units WCM Focused International Growth Fund | $3,467,670 | $3,467,670 |
| 38377.330 units Matthews China Fund | $1,033,885 | $1,033,885 |
| 9603.603 units Matthews Pacific Tiger Fund | $335,166 | $335,166 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 15522.181 units Artisan High Income Fund | FMV | $157,718 | $157,718 |
| 51197.381 units Diamond Hill High Yield Fund | FMV | $583,650 | $583,650 |
| 96701.338 units Semper MBS Total Return Fund | FMV | $898,770 | $898,770 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA Filing Fee | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $4,904,539 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Invt Mgmt, Recordkeeping, Custody Fees | CategoryTxt |
| Amt | $181,844 | Amt |
| Net Investment Income | $163,660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,184 | DisbursementsCharitablePrpsAmt |