MARY LINCOLN JOHNSON CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARY LINCOLN JOHNSON CHARITABLE FOUNDATION (EIN 13-4281942)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202113139349101316
- 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
- Schedule B
- Investments Corp Bonds 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 | 2021-11-09T09:49:29-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 134281942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY LINCOLN JOHNSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O TINTI & NAVINS PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 7812370150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT STREET NO 308 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD NAVINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812370150 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | NAVINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN W LAPIERRE CPA | PreparerPersonNm |
| PTIN | P00113727 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2021-11-05 | 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 | $2,485,819 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $67,774 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,533 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $224,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $192,882 | 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 |
| Other Prof Fees Rev And Expnss | $23,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,742 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,460 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $141,883 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $101,877 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $103,636 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $953,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $977,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,150,611 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $150,364 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,474 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $203,112 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,319,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,308,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,485,819 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,319,491 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,308,490 | 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 | $1,319,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,319,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,308,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,319,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,308,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250 SHS COCA COLA COMPANY | P | 2010-03-05 | 2020-03-03 | $14,118 | $6,876 | $7,242 | $7,242 |
| 100 SHS HOME DEPOT | P | 2009-11-25 | 2020-03-03 | $23,053 | $2,812 | $20,241 | $20,241 |
| 40000 SHS MASS ST DEV FIN AGY SUFFOLK | P | 2010-10-29 | 2020-07-01 | $40,000 | $40,000 | $0 | $0 |
| 200 SHS NIKE INC CLASS B | P | 2006-04-21 | 2020-03-03 | $18,570 | $2,087 | $16,483 | $16,483 |
| 50 SHS AIR PRODUCTS & CHEMICALS | P | 2006-06-20 | 2020-10-28 | $13,786 | $2,894 | $10,892 | $10,892 |
| 300 SHS CAPITAL ONE FINANCIAL CORP | P | 2016-09-29 | 2020-07-30 | $19,454 | $21,353 | -$1,899 | -$1,899 |
| 500 SHS CHESAPEAKE ENERGY CORP | P | 2011-09-29 | 2020-07-30 | $390 | $39,291 | -$38,901 | -$38,901 |
| 1000 SHS DXC TECHNOLOGY COMPANY | P | 2005-12-07 | 2020-10-28 | $17,670 | $22,925 | -$5,255 | -$5,255 |
| 150 SHS HOME DEPOT INC | P | 2009-11-25 | 2020-07-30 | $39,874 | $4,217 | $35,657 | $35,657 |
| 50 SHS HOME DEPOT INC | P | 2009-11-25 | 2020-10-28 | $13,564 | $1,406 | $12,158 | $12,158 |
| 75 SHS LINDE PLC ORDINARY | P | 2010-03-17 | 2020-10-28 | $16,370 | $12,259 | $4,111 | $4,111 |
| 75 SHS MCDONALDS CORP | P | 2009-11-25 | 2020-10-28 | $16,139 | $4,867 | $11,272 | $11,272 |
| 200 SHS NIKE INC CLASS B | P | 2006-04-21 | 2020-07-30 | $19,332 | $2,087 | $17,245 | $17,245 |
| 200 SHS NIKE INC CLASS B | P | 2006-04-21 | 2020-09-24 | $25,156 | $2,087 | $23,069 | $23,069 |
| 100 SHS NIKE INC CLASS B | P | 2006-04-21 | 2020-10-28 | $12,293 | $1,043 | $11,250 | $11,250 |
| 100 SHS UNITED PARCEL SVC INC | P | 2006-03-24 | 2020-10-28 | $15,898 | $7,932 | $7,966 | $7,966 |
| 0.526 SHS VIATRIS INC | P | 2016-12-05 | 2020-11-23 | $9 | $7 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,533 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,350 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,350 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,579 | 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 | $1,579 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $777 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD R NAVINS TRUSTEE | IndividualWithBooksNm |
| Phone | 7812370150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT STREET 308 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| PETER G JOHNSON | ||||||||
| 20 WALNUT STREET 308 | WELLESLEY | MA | 02481 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| DAVID B JOHNSON | ||||||||
| 20 WALNUT STREET 308 | WELLESLEY | MA | 02481 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ANNE S EVANS | ||||||||
| 20 WALNUT STREET 308 | WELLESLEY | MA | 02481 | CHAIR | 0.10 | $0 | $0 | $0 |
| THOMAS R JOHNSON | ||||||||
| 20 WALNUT STREET 308 | WELLESLEY | MA | 02481 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JOHN H JOHNSON | ||||||||
| 20 WALNUT STREET 308 | WELLESLEY | MA | 02481 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| BENJAMIN B JOHNSON | ||||||||
| 20 WALNUT STREET 308 | WELLESLEY | MA | 02481 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| RICHARD R NAVINS | ||||||||
| 20 WALNUT STREET 308 | WELLESLEY | MA | 02481 | TRUSTEE | 0.50 | $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 | $2,230,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,380,236 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,380,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,344,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,350 | TotalTaxAmt |
| Distributable Before Adj | $114,877 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,877 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,877 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $210,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $210,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $550 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $12,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,877 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,123 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $107,673 | 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 | $12,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $95,673 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $550 | ExcessFromYear3Amt |
| Excess From Current Year | $95,123 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RHODE ISLAND COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| GLOBE SANTA | |||||||
| PO BOX 491 | MEDFORD | MA | 02155 | NONE | CHARITABLE | CHARITABLE | $5,000 |
| HOPE HOSPICE & PALLIATIVE CARE | |||||||
| 1324 BELLMONT STREET SUITE 202 | BROCKTON | MA | 02301 | NONE | HEALTH CARE | HEALTH CARE | $10,000 |
| KEEPSMILIN4ABBIE FOUNDATION | |||||||
| 12 TERESA RD | HOPKINTON | MA | 01748 | NONE | HEALTH CARE | HEALTH CAREHEALTH CARE | $5,000 |
| MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | HEALTH CARE | HEALTH CARE | $10,000 |
| PANDAS NETWORK | |||||||
| 655 OAK GROVE AVENUE 1373 | MENLO PARK | CA | 94026 | NONE | HEALTH CARE | HEALTH CARE | $7,000 |
| DANIELS TABLE | |||||||
| 10 PEARL STREET | FRAMINGHAM | MA | 01702 | NONE | CHARITABLE | CHARITABLE | $5,000 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | NONE | CHARITABLE | CHARITABLE | $5,000 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | |||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 83060 | NONE | PUBLIC CHARITY | CHARITBALE | $5,000 |
| SAFESPOT | |||||||
| PO BOX 148 | FAIRFAX | VA | 22038 | NONE | PUBLIC CHARITY | CHARITABLE | $7,000 |
| BAYPATH HUMANE SOCIETY OF HOPKINTON | |||||||
| 500 LEGACY FARMS | NORTH HOPKINTON | MA | 01748 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| CHILD FIND OF AMERICA | |||||||
| PO BOX 277 | NEW PALTZ | NY | 12561 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| WATER WELL TRUST | |||||||
| PO BOX 2399 | DAVIDSON | NC | 28036 | NONE | COMMUNITY CARE (CLEA | COMMUNITY CARE | $10,000 |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | NONE | CHARITABLE | CHARITABLE | $10,000 |
| THE GATHERING PLACE | |||||||
| 24 BEECH DRIVE | BRUNSWICK | ME | 04011 | NONE | CHARITABLE | CHARITABLE | $10,000 |
| EMBRACE A VET | |||||||
| 24 BEECH DRIVE | BRUNSWICK | ME | 04011 | NONE | CHARITABLE | CHARITABLE | $10,000 |
| HUNTINGTONS DISEASE SOCIETY | |||||||
| PO BOX 14 | CHELMSFORD | MA | 01824 | NONE | CHARITABLE | CHARITABLE | $15,000 |
| WORCESTER COUNTY FOOD BANK | |||||||
| 38 MORSE STREET | WESTBOROUGH | MA | 01581 | NONE | CHARITABLE | CHARITABLE | $15,000 |
| WESTBOROUGH FOOD PANTRY | |||||||
| 38 MORSE STREET | WESTBOROUGH | MA | 01581 | NONE | CHARITABLE | CHARITABLE | $10,000 |
| FOOD FOR OTHERS | |||||||
| 2938 PROSPERITY AVENUE | FAIRFAX | VA | 22031 | NONE | CHARITABLE | CHARITABLE | $7,000 |
| SHEPHERDS TABLE | |||||||
| 8106 GEOORGIA AVENUE | SILVER SPRING | MD | 20910 | NONE | CHARITABLE | CHARITABLE | $7,000 |
| PRS | |||||||
| 10455 WHITE GRANITE DRIVE SUITE 400 | OAKTON | VA | 22124 | NONE | CHARITABLE | CHARITABLE | $7,000 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | NONE | CHARITABLE | CHARITABLE | $5,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | CHARITABLE | CHARITABLE | $5,000 |
| PATRIOT PAWS | |||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | NONE | CHARITABLE | CHARITABLE | $10,000 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 11 PENOBSCOT MEADOW DRIVE | HAMPDEN | ME | 04444 | NONE | CHARITABLE | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | 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 | $67,774 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $131,533 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,307 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HELEN B JOHNSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 BARIBEAU DRIVE | AddressLine1Txt |
| City | BRUNSWICK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 040112920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $200,474 | EOYBookValueAmt |
| EOYFMV | $203,112 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK & EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $977,679 | EOYBookValueAmt |
| EOYFMV | $2,150,611 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $101,877 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $103,636 | 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 |
|---|---|---|---|
| COST ADJUSTMENT | $55 | $0 | $0 |
| MISCELLANEOUS | $141 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $17,542 | $17,542 | $0 |
| ACCOUNTING FEES | $6,200 | $6,200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,300 | $0 | $0 |
| STATE FILING FEE | $70 | $70 | $0 |
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