THE BIERLY-BOASBERG FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE BIERLY-BOASBERG FOUNDATION (EIN 04-6903459)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349100711
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T07:15:55-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041041100 | 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 | 046903459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bierly Boasberg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 6175722532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Bierly | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6175722532 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Christopher | PersonFirstNm |
| Person Last | Bierly | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2021-11-02 | 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 | $7,474,566 | 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 | $543,227 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $144,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,814,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,417,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,784,656 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,502,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,929,098 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $48,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,261 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,626 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,626 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $605 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,893 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,893 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $446,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,498 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,056,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,879,166 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,721 | CashBOYAmt |
| Cash EOY | $15,923 | CashEOYAmt |
| Cash EOYFMV | $15,923 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,048 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,658,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,226,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,381,194 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $553,827 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,053,376 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,017,401 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,300,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,356,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,474,566 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,300,205 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,356,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,300,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,356,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,300,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,356,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,300,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,056,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,356,240 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,356,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly Traded Securities - Short Term | $1,367,326 | $1,371,471 | -$4,145 | -$4,145 |
| Publicly Traded Securities - Long Term | $6,039,034 | $4,261,596 | $1,777,438 | $1,777,438 |
| Publicly Traded Securities - Long Term Capital Gains Distributions | $11,363 | $11,363 | $11,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,784,656 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,145 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,120 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,120 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,839 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $32,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,839 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $101 | EsPenaltyAmt |
| Overpayment | $8,618 | OverpaymentAmt |
| Applied To ES Tax | $8,618 | 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 | Margaret Boasberg | IndividualWithBooksNm |
| Phone | 6175722532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Christopher Bierly | ||||||||
| 199 Otis Street | Newton | MA | 02465 | Trustee | 1.00 | $0 | $0 | $0 |
| Margaret Boasberg | ||||||||
| 199 Otis Street | Newton | MA | 02465 | Trustee | 2.00 | $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 | $6,895,440 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,979,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,979,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,874,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $343,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $343,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,120 | TotalTaxAmt |
| Distributable Before Adj | $317,612 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $317,612 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $317,612 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,498 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $396,498 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $396,498 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,612 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,044 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,517 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,511 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $6,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $178,716 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $396,498 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $317,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,886 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $257,602 | 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 | $67,044 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $190,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,517 | ExcessFromYear4Amt |
| Excess From Year3 | $44,511 | ExcessFromYear3Amt |
| Excess From Year1 | $6,644 | ExcessFromYear1Amt |
| Excess From Current Year | $78,886 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christopher Bierly | ContributingManagerNm |
| Contributing Manager | Margaret Boasberg | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Margaret Boasberg | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179653626 | RecipientPhoneNum |
| Form And Info And Materials | Not Applicable | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Not Applicable | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation makes charitable contributions only for charitable, Educational or scientific purposes defined by sec 501 (c) (3) of the internal revenue code | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| American University | |||||||||||
| 4400 Massachusetts Ave NW | Washington | DC | 20016 | No Relationship | PC | General Donation | $5,000 | ||||
| ASPCA | |||||||||||
| 293 2nd Ave | Waltham | MA | 02451 | No Relationship | PC | General Donation | $2,500 | ||||
| Bain Capital Children's Charity | |||||||||||
| John Hancock Tower 200 Clarendon | Boston | MA | 021165021 | No Relationship | PC | General Donation | $15,000 | Street | |||
| Beyond Batten Disease Foundation | |||||||||||
| 3305 Steck Ave Suite 200 | Austin | TX | 78757 | No Relationship | PC | General Donation | $1,500 | ||||
| Boston Children's Hospital | |||||||||||
| 1295 Boylston Street | Boston | MA | 02215 | No Relationship | PC | General Donation | $5,000 | ||||
| Boston Foundation Inc | |||||||||||
| 75 Arlington Street 300 | Boston | MA | 02116 | No Relationship | PC | General Donation | $15,000 | ||||
| Boys & Girls Club of Boston | |||||||||||
| 200 High Street 3rd Floor | Boston | MA | 02110 | No Relationship | PC | General Donation | $16,000 | ||||
| Break Point Tenacity | |||||||||||
| 38 Everett Street Suite 50 | Boston | MA | 02134 | No Relationship | PC | General Donation | $1,000 | ||||
| Brigham & Women's Hospital | |||||||||||
| 75 Francis Street | Boston | MA | 02115 | No Relationship | PC | General Donation | $10,000 | ||||
| Brown University | |||||||||||
| 69 Brown Street Box 1822 | Providence | RI | 02912 | No Relationship | PC | General Donation | $15,000 | ||||
| Buckingham Browne & Nichols Upper School | |||||||||||
| 80 Gerrys Landing Road | Cambridge | MA | 02138 | No Relationship | PC | General Donation | $1,000 | ||||
| Camp Holiday Trails | |||||||||||
| 400 Holiday Trails Lane | Charlottesville | VA | 22903 | No Relationship | PC | General Donation | $10,000 | ||||
| City of Boston | |||||||||||
| 1 City Hall Square 500 | Boston | MA | 02201 | No Relationship | Municipality | General Donation | $5,000 | ||||
| Comfort Zone Camp | |||||||||||
| 5 Lowell Ave | Winchester | MA | 01890 | No Relationship | PC | General Donation | $1,200 | ||||
| Community Foundation for Nantucket | |||||||||||
| 9 Bayberry Court | Nantucket | MA | 02554 | No Relationship | PC | General Donation | $10,000 | ||||
| Constitution Day Centre | |||||||||||
| 55 Constitution Road | Charlestown | MA | 02129 | No Relationship | PC | General Donation | $2,500 | ||||
| Courageous Parents Network | |||||||||||
| 21 Rochester Road | Newton | MA | 02458 | No Relationship | PC | General Donation | $500 | ||||
| Cradles to Crayons | |||||||||||
| 155 North Beacon Street | Brighton | MA | 02135 | No Relationship | PC | General Donation | $10,000 | ||||
| Cycle for Survival | |||||||||||
| 885 Second Ave 7th Floor | New York | NY | 10017 | No Relationship | PC | General Donation | $250 | ||||
| Dian Fossey Gorilla Fund | |||||||||||
| 800 Cherokee Ave SE | Atlanta | GA | 30315 | No Relationship | PC | General Donation | $10,000 | ||||
| DKMS | |||||||||||
| 100 Broadway 6th Floor | New York | NY | 10005 | No Relationship | PC | General Donation | $500 | ||||
| Doctors Without Borders | |||||||||||
| 333 7th Avenue | New York | NY | 10001 | No Relationship | PC | General Donation | $10,000 | ||||
| Emergency Food Network | |||||||||||
| 3318 92nd Street S | Lakewood | WA | 98499 | No Relationship | PC | General Donation | $5,000 | ||||
| Endeavor Global | |||||||||||
| 900 Broadway | New York | NY | 10003 | No Relationship | PC | General Donation | $6,000 | ||||
| Ethos - Southwest Boston | |||||||||||
| 555 Amory Street | Jamaica Plain | MA | 02130 | No Relationship | PC | General Donation | $1,000 | ||||
| Fairwinds - Nantucket's Counseling Center | |||||||||||
| 20 Vesper Lane | Nantucket | MA | 02554 | No Relationship | PC | General Donation | $500 | ||||
| Gray Foundation | |||||||||||
| 70 E 55th St 14th Floor | New York | NY | 10022 | No Relationship | PC | General Donation | $1,500 | ||||
| Italian Home for Children Donations | |||||||||||
| 1125 Centre Street | Jamaica Plain | MA | 02130 | No Relationship | PC | General Donation | $1,552 | ||||
| JDRF | |||||||||||
| 60 Walnut Street 102 | Wellesley | MA | 02481 | No Relationship | PC | General Donation | $100 | ||||
| Jimmy Fund Walk for Cancer | |||||||||||
| 450 Brookline Ave | Boston | MA | 02215 | No Relationship | PC | General Donation | $850 | ||||
| KIVA | |||||||||||
| 986 Mission St 4th Floor | San Francisco | CA | 94103 | No Relationship | PC | General Donation | $39 | ||||
| Mass General Hospital | |||||||||||
| 55 Fruit Street | Boston | MA | 02114 | No Relationship | PC | General Donation | $50,000 | ||||
| McLean Hospital | |||||||||||
| 115 Mill Street | Belmont | MA | 02478 | No Relationship | PC | General Donation | $1,000 | ||||
| Michael Mosier Defeat DIPG Foundation | |||||||||||
| PO Box 34277 | Bethesda | MD | 20827 | No Relationship | PC | General Donation | $3,050 | ||||
| Nantucket Antheneum | |||||||||||
| 1 India Street | Nantucket | MA | 02554 | No Relationship | PC | General Donation | $250 | ||||
| Nantucket Conservation Foundation | |||||||||||
| 118 Cliff Road | Nantucket | MA | 02554 | No Relationship | PC | General Donation | $1,000 | ||||
| Nantucket Cottage Hospital | |||||||||||
| 57 Prospect St Unit 1 | Nantucket | MA | 02554 | No Relationship | PC | General Donation | $5,000 | ||||
| Nantucket Dreamland Foundation | |||||||||||
| 17 South Water Street | Nantucket | MA | 02554 | No Relationship | PC | General Donation | $1,000 | ||||
| Nantucket Island Safe Harbor for Animals | |||||||||||
| 11 Crooked Lane | Nantucket | RI | 02554 | No Relationship | PC | General Donation | $2,500 | ||||
| National Brain Tumor Society | |||||||||||
| 55 Chapel Street | Newton | MA | 02458 | No Relationship | PC | General Donation | $258 | ||||
| National Cathedral School | |||||||||||
| 3612 Woodley Road | Washington | DC | 20016 | No Relationship | PC | General Donation | $250 | ||||
| New England Aquarium | |||||||||||
| 1 Central Warf | Boston | MA | 02110 | No Relationship | PC | General Donation | $500 | ||||
| Newton-Wellesley Charity Fund | |||||||||||
| 2014 Washington Street | Newton | MA | 02462 | No Relationship | PC | General Donation | $2,500 | ||||
| NSW Wildlife | |||||||||||
| No Relationship | PC | General Donation | $449 | John Renshaw Pkwy | Coonabarabran NSW | AS | |||||
| On the Isle | |||||||||||
| PO Box 756 | Nantucket | MA | 25564 | No Relationship | PC | General Donation | $300 | ||||
| Pan Mass Challenge | |||||||||||
| 77 4th Ave | Needham | MA | 02494 | No Relationship | PC | General Donation | $602 | ||||
| Partners in Health | |||||||||||
| 3rd Floor 888 Commonwealth Ave | Boston | MA | 02215 | No Relationship | PC | General Donation | $25,000 | ||||
| Project Bread - Walk for Hunger | |||||||||||
| 145 Border Street | Boston | MA | 02128 | No Relationship | PC | General Donation | $1,000 | ||||
| Rhode Island Community Food Bank | |||||||||||
| 200 Niantic Ave | Providence | RI | 02907 | No Relationship | PC | General Donation | $158 | ||||
| Save the Children | |||||||||||
| 501 Kings Highway E 400 | Fairfield | CT | 06825 | No Relationship | PC | General Donation | $29,858 | ||||
| Smart from the Start | |||||||||||
| 68 Annunciation Rd | Boston | MA | 02120 | No Relationship | PC | General Donation | $155 | ||||
| St Judes Research Hospital | |||||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | No Relationship | PC | General Donation | $1,600 | ||||
| The Actors Fund | |||||||||||
| 729 7Th Ave 10th Floor | New York | NY | 10019 | No Relationship | PC | General Donation | $2,500 | ||||
| The Greater Boston Food Bank | |||||||||||
| 70 South Bay Ave | Boston | MA | 02118 | No Relationship | PC | General Donation | $11,000 | ||||
| The New Teacher Project | |||||||||||
| 500 7th Avenue 8th floor | New York | NY | 10018 | No Relationship | PC | General Donation | $5,000 | ||||
| Theatre Workshop of Nantucket | |||||||||||
| 62 Centre Street | Nantucket | RI | 02554 | No Relationship | PC | General Donation | $500 | ||||
| University of Virginia Fund for the Arts | |||||||||||
| 1300 Jefferson Park Ave | Charlottesville | VA | 22903 | No Relationship | PC | General Donation | $2,500 | ||||
| University of Virginia | |||||||||||
| 1300 Jefferson Park Ave | Charlottesville | VA | 22903 | No Relationship | PC | General Donation | $5,000 | ||||
| Voter Registration Project | |||||||||||
| 1300 I Street NW NO 450E | Washington | DC | 20005 | No Relationship | PC | General Donation | $49,781 | ||||
| WBUR | |||||||||||
| 890 Commonwealth Ave | Boston | MA | 02215 | No Relationship | PC | General Donation | $1,000 | ||||
| White Heron Theatre Company | |||||||||||
| 5 N Water Street | Nantucket | MA | 02554 | No Relationship | PC | General Donation | $28,091 | ||||
| Yale Alumni Fund | |||||||||||
| 206 Elm Street | New Haven | CT | 06520 | No Relationship | PC | General Donation | $600 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,893 | 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 | $144,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,784,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,929,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,929,098 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Christopher Bierly and Margaret Boasberg | ||||||
| 1 | 199 Otis Street | Newton | MA | 02465 | $256,041 | Yes (X) |
| Christopher Bierly and Margaret Boasberg | ||||||
| 2 | 199 Otis Street | Newton | MA | 02465 | $251,208 | Yes (X) |
| Christopher Bierly and Margaret Boasberg | ||||||
| 3 | 199 Otis Street | Newton | MA | 02465 | $247,936 | Yes (X) |
| Christopher Bierly and Margaret Boasberg | ||||||
| 4 | 199 Otis Street | Newton | MA | 02465 | $243,036 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Shares of Adobe, Alphabet, Applem Fiserv, JPMorgan, Loreal, Mastercard, Microsoft, Sherwin Williams | $256,041 | 2020-02-10 |
| 2 | 900 Shares of iShares Core S&P 500ETF | $251,208 | 2020-04-09 |
| 3 | 745 Shares of SPDR S&P 500 ETF Trust | $247,936 | 2020-08-11 |
| 4 | 696 Shares of iShares Core S&P 500ETF | $243,036 | 2020-10-14 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid | FormAndLineReferenceDesc |
| Medium Explanation | Organization: Bierly Boasberg FoundationTIN: 04-6903459Tax Year Ended: December 31, 20201. Date of distribution: February 21, 20202. Description of property: 429 Shares of Fidelity 500 Index Fund3. Book value: $19,642Method for determining book value: Tax Cost4. Fair market value: $49,781Method for determining fair market value: Stock Market Quote | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7492 Shs ISHARES 3-7 YR TREASURY BD ETF (IEI) | $1,000,026 | $996,286 |
| 11558 Shs ISHARES BARCLAYS 1-3 YR TSY BD (SHY) | $999,998 | $998,380 |
| 696 Shs ISHARES CORE S&P 500 ETF (IW) | $127,623 | $261,271 |
| 9323 Shs PIMCO ENHANCED SHRT MTRT EXC (MINT) | $941,317 | $951,319 |
| 44114 Shs SPDR DOUBLELINE TR TACT ETF (TOTL) | $2,157,929 | $2,173,938 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 90505.022 Shs METROPOLITAN WEST TOT RET BD I (MWTIX) | AT COST | $1,050,530 | $1,011,846 |
| 99559.925 Shs PUTNAM ULTRA SHT DUR INC Y (PSDYX) | AT COST | $1,002,846 | $1,005,555 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Fees | $45 | $45 | $0 | $0 |
| Filing Fees | $500 | $0 | $0 | $500 |
| Miscellaneous Expense | $105 | $0 | $0 | $105 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $48,261 | Amt |
| Net Investment Income | $48,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $1,626 | Amt |
| Net Investment Income | $1,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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