MATTINA R PROCTOR FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MATTINA R PROCTOR FOUNDATION (EIN 11-1067014)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-16
IRS object ID
202113209349100426
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-16T18:58:19-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042232383PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROUDE & HOCHBERG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 FEDERAL ST STE 1300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN111067014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MATTINA R PROCTOR FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BROUDE & HOCHBERG LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMATTBusinessNameControlTxt
Phone6177485107PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 FEDERAL ST STE 1300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY D HUTCHINSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6177485107PhoneNum
Signature2021-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREY DPersonFirstNm
Person LastHUTCHINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER KLINEPreparerPersonNm
PTINP01432534PTIN
Phone6177485100PhoneNum
Preparation2021-11-16PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,709,957FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$329InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$329InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$426,698DividendsRevAndExpnssAmt
Dividends Net Invst Incm$426,698DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,970,129NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,168,173GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,153,812CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$352,322OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$352,322OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,749,478TotalRevAndExpnssAmt
Total Net Invst Incm$2,933,161TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$104,840CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$52,420CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$52,420CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,160LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$16,529AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$97,986OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$26,263OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$71,723OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$45TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$41,319OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,807OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$261,879TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$115,490TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$127,143TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$491,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$491,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$753,179TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$115,490TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$618,443TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,996,299ExcessRevenueOverExpensesAmt
Net Investment Income$2,817,671NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$252,654SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$241,540SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$241,540SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,573,281CorporateStockBOYAmt
Corporate Stock EOY$10,582,497CorporateStockEOYAmt
Corporate Stock EOYFMV$16,468,417CorporateStockEOYFMVAmt
Total Assets BOY$8,825,935TotalAssetsBOYAmt
Total Assets EOY$10,824,037TotalAssetsEOYAmt
Total Assets EOYFMV$16,709,957TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,825,935CapitalStockBOYAmt
Capital Stock EOY$10,824,037CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$8,825,935TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,824,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,825,935TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,824,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,825,935TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,996,299ExcessRevenueOverExpensesAmt
Other Increases$1,803OtherIncreasesAmt
Subtotal$10,824,037SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,824,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,650.000 SH DUKE REALTY CORPP2016-03-282020-09-18$60,769$36,046$24,723$24,723
4,844.000 SH MERCK & CO INCP2020-09-18$417,374$46,431$370,943$370,943
7,350.000 SH GLOBAL X ETF SUPERDIVP2020-12-17$96,285$160,487-$64,202-$64,202
1,300.000 SH OTIS WORLDWIDE CORPP2020-09-18$80,618$34,094$46,524$46,524
96.000 SH WABTECP2019-02-262020-09-18$6,604$6,604$6,604
2,338.000 SH PHILLIPS 66P2020-09-18$141,469$59,480$81,989$81,989
2,250.000 SH BOSTON PROPERTIES INCP2006-03-102020-09-18$194,834$193,928$906$906
2,500.000 SH PROCTER & GAMBLE COP2005-02-202020-09-18$342,942$129,128$213,814$213,814
1,500.000 SH BRISTOL MYERS SQUIBBP2005-02-202020-09-18$89,103$36,653$52,450$52,450
6,500.000 SH STATE STREET CORPP1984-10-242020-09-18$409,532$7,871$401,661$401,661
2,600.000 SH CARRIER GLOBAL CORPP2020-09-18$80,425$24,377$56,048$56,048
2,000.000 SH UNION PACIFIC CORPP1996-05-242020-09-18$407,664$24,013$383,651$383,651
4,000.000 SH CHEVRON CORPORATIONP2005-02-202020-09-18$314,434$239,160$75,274$75,274
0.0039 SH VIATRIS INC - CASH IN LIEUP2020-11-17
1,700.000 SH COCA-COLA COMPANYP2005-02-202020-09-18$86,467$36,431$50,036$50,036
6,000.000 SH CONAGRA BRANDS INCP2020-09-18$208,109$126,183$81,926$81,926
5,773.000 SH DOW INCP2020-09-18$293,833$213,242$80,591$80,591
4,500.000 SH DUKE REALTY CORPP2020-09-18$165,734$185,116-$19,382-$19,382
2,000.000 SH EMERSON ELECTRIC COP1994-01-212020-09-18$138,621$31,603$107,018$107,018
5,000.000 SH EXXON MOBIL CORPP2020-09-18$186,031$256,487-$70,456-$70,456
2,500.000 SH GENERAL MILLS INCP2005-02-202020-09-18$143,398$64,438$78,960$78,960
3,000.000 SH JPMORGAN CHASE & COP2005-02-202020-09-18$297,428$109,193$188,235$188,235
FieldValueIRS element (for citing)
Capital Gain Net Income$2,153,812CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39,166InvestmentIncomeExciseTaxAmt
Subtotal$39,166SubtotalAmt
Tax Based On Investment Income$39,166TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$49,075EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$49,075TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$34EsPenaltyAmt
Overpayment$9,875OverpaymentAmt
Applied To ES Tax$9,875AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.MRPF.ORGWebsiteAddressTxt
Individual With BooksJEFFREY D HUTCHINSIndividualWithBooksNm
Phone6177485107PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line175 FEDERAL STREET SUITE 1300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY D HUTCHINS
75 FEDERAL STREET SUITE 1300BOSTONMA02110TRUSTEE10.00$52,420$0$0
WILLIAM I HOCHBERG
1900 AVENUE OF THE STARS 21ST FLOORLOS ANGELESCA90067TRUSTEE10.00$52,420$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BROUDE & HOCHBERG LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 FEDERAL ST STE 1300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Service TypeGRANT ADMINServiceTypeTxt
Compensation$71,723CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,329,216AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$228,338AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,557,554TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$14,557,554AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$218,363CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,339,191NetVlNoncharitableAssetsAmt
Minimum Investment Return$716,960MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$716,960MinimumInvestmentReturnAmt
Tax Based On Investment Income$39,166TaxBasedOnInvestmentIncomeAmt
Total Tax$39,166TotalTaxAmt
Distributable Before Adj$677,794DistributableBeforeAdjAmt
Distributable Before Ded$677,794DistributableBeforeDedAmt
Distributable As Adjusted$677,794DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$618,443ExpensesAndContributionsAmt
Qualifying Distributions$618,443QualifyingDistributionsAmt
Adjusted Qualifying Distri$618,443AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$677,794DistributableAsAdjustedAmt
Undistributed Income PY$356,259UndistributedIncomePYAmt
Qualifying Distributions$618,443QualifyingDistributionsAmt
Applied To Year1$356,259AppliedToYear1Amt
Applied To Current Year$262,184AppliedToCurrentYearAmt
Undistributed Income CY$415,610UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY D HUTCHINS TRUSTEE CO BRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line175 FEDERAL STREET SUITE 1300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6177485100RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS ACCEPTED FROM PUBLIC CHARITIES. APPLICATIONS SHOULD BE BY LETTER, AND CONTAIN A DESCRIPTION OF THE APPLICANT ORGANIZATION, PURPOSE AND BUDGET OF GRANT SOLICITED, AND PROOF OF TAX EXEMPT STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
APPRENTICESHOP
655 MAIN STREETROCKLANDME04841N/APUB CHARITYSHIPBUILDING AND SEAMANSHIP PROGRAMS$3,000
APPRENTICESHOP
655 MAIN STREETROCKLANDME04841N/APUB CHARITYGRANT - GENERAL PURPOSES$3,000
ASIAN UNIV FOR WOMEN SUPPORT FDN
1100 MASS AVE STE 100CAMBRIDGEMA02138N/APUB CHARITYGRANT - GENERAL PURPOSES$3,000
BERKLEE COLLEGE OF MUSIC
1140 BOYLSTON STREETBOSTONMA02215N/APUB CHARITYHEARING LOSS AWARENESS/PREVENTION$6,000
BERKLEE COLLEGE OF MUSIC
1140 BOYLSTON STREETBOSTONMA02215N/APUB CHARITYBERKLEE INST FOR ARTS EDUC/GENERAL$8,000
BOSTON BAROQUE
10 GUEST STREET STE 29BOSTONMA02135N/APUB CHARITYVIVALDI'S GLORIA, HANDEL'S ARIODANTE$2,500
BOSTON LYRIC OPERA
11 AVENUE DE LAFAYETTEBOSTONMA02111N/APUB CHARITYONLINE DIGITAL STAGE INSERT:OPERA$25,000
BOSTON LYRIC OPERA
11 AVENUE DE LAFAYETTEBOSTONMA02111N/APUB CHARITYPLEDGE - FY20$25,000
BOSTON MODERN ORCHESTRA PROJECT
376 WASHINGTON STREETMALDENMA02148N/APUB CHARITYARNOLD ROSNER PERFORMANCE/RECORDING$2,500
BOSTON YOUTH SYMPHONY ORCHESTRA
855 COMMONWEALTH AVENUEBOSTONMA02215N/APUB CHARITYPRODUCTION OF VERDI'S "AIDA"$15,000
BRANDEIS UNIVERSITY
415 SOUTH STREETWALTHAMMA02453N/APUB CHARITY2020 CONCERTS AND MUSIC PROGRAMS$3,000
CAMDEN CONFERENCE
89 ELM STREET STE 200CAMDENME04843N/APUB CHARITYGRANT - GENERAL PURPOSES$3,000
CENTER FOR FURNITURE CRAFTSMANSHIP
25 MILL STREETROCKPORTME04856N/APUB CHARITYTEACHING THE TEACHERS$10,000
CENTER FOR FURNITURE CRAFTSMANSHIP
25 MILL STREETROCKPORTME04856N/APUB CHARITYEXECUTIVE DIRECTOR SEARCH$11,000
CENTER FOR MAINE CONTEMPORARY ART
PO BOX 1767ROCKLANDME04841N/APUB CHARITYARTLAB PROGRAM - FREE ART WORKSHOPS$2,500
COASTAL MOUNTAINS LAND TRUST
101 MT BATTIE STREETCAMDENME04843N/APUB CHARITY"ROUND THE MOUNTAIN" PLEDGE$12,500
COMMUNITY HOUSE THE
284 BAY ROADSOUTH HAMILTONMA01982N/APUB CHARITYGRANT - GENERAL PURPOSES$2,000
CREATIVE COMMUNITY FOR PEACE
PO BOX 34122LOS ANGELESCA90034N/APUB CHARITYENCOURAGE ARTISTS PERFORM IN ISRAEL$3,000
EARLY MUSIC FOUNDATION
10 W 68TH STREETNEW YORKNY10023N/APUB CHARITY2020 SUBSCRIPTION CONCERT SERIES$2,500
EMMANUEL MUSIC
PO BOX 171184BOSTONMA02117N/APUB CHARITYWEILL - FIREBRAND OF FLORENCE$15,000
FARNSWORTH ART MUSEUM
16 MUSEUM STREETROCKLANDME04841N/APUB CHARITYEDUCATION AND GENERAL PURPOSES$20,000
FILM2FUTURE (F2F)
6310 SAN VICENTE BLVDLOS ANGELESCA90048N/APUB CHARITYFILM EDUCATION PROGRAMS FOR YOUTH$3,000STE 101
FOUNDATION FOR MODERN OPERA
15 BREWSTER ROADWORCESTERMA01602N/APRIVATE FDNNAVONA 2020 CD RELEASES$15,000
FOUNDATION FOR MODERN OPERA
15 BREWSTER ROADWORCESTERMA01602N/APRIVATE FDN2020 SHAKESPEARE CONCERTS/RECORDINGS$35,000
FRIENDS OF ANIM
200 W 57TH STREET STE 4NEW YORKNY10019N/APUB CHARITYAFGHANISTAN NATL INST OF MUSIC PROG.$3,000
FRIENDS OF ANIM
200 W 57TH STREET STE 4NEW YORKNY10019N/APUB CHARITYAFGHANISTAN NATL INST OF MUSIC PROG.$6,000
GLOUCESTER MEETINGHOUSE FOUNDATION
10 CHURCH STREETGLOUCESTERMA01930N/APUB CHARITYTOWNGREEN2025 HARVARD CLIMATE CHNG$1,500
GRAMMY MUSEUM
888 SOUTH FIGUEROA STREETLOS ANGELESCA90017N/APUB CHARITYGRAMMY SIGNATURE SCHOOLS PROGRAM$3,000
GUITARS IN THE CLASSROOM
1761 HOTEL CIRCLE SSAN DIEGOCA92108N/APUB CHARITYGENERAL ACTIVITIES$1,800STE 210
HANDEL AND HAYDN SOCIETY
9 HARCOURT STREETBOSTONMA02116N/APUB CHARITYBACH'S "ST. MATTHEW PASSION"$2,500
JACKSON MEMORIAL LIBRARY
71 MAIN STREETST GEORGEME04860N/APUB CHARITYGRANT - GENERAL PURPOSES$2,000
JEWISH FAMILY & CHILDREN'S SERVICE
1430 MAIN STREETWALTHAMMA02451N/APUB CHARITYADOPTION RESOURCES PROGRAM$11,000
MAINE MEDIA WORKSHOPS & COLLEGE
70 CAMDEN STREETROCKPORTME04856N/APUB CHARITYKEYSTONE FUND$3,000
MAKING COMMUNITY HAPPEN
46 SUMMER STREETROCKLANDME04841N/APUB CHARITYMEALS ON WHEELS PROGRAM$2,500
MANHATTAN CHAMBER PLAYERS
330 WAGNER STREETNEW ORLEANSLA70114N/APUB CHARITYSINICROP - HABANERA MUSIC VIDEO$9,600
MERRYSPRING NATURE CENTER
PO BOX 893CAMDENME04843N/APUB CHARITYYOUTH EDUCATION AND OUTREACH$2,500
MR HOLLAND'S OPUS FOUNDATION
4370 TUJUNGA AVE STE 330STUDIO CITYCA91604N/APUB CHARITYMUSIC EDUCATION - UNDERSERVED YOUTH$6,000
NEW ENGLAND AQUARIUM
CENTRAL WHARFBOSTONMA02110N/APUB CHARITYMARINE ANIMAL RESCUE PROGRAM$11,000
NEW ENGLAND CONSERVATORY
290 HUNTINGTON AVENUEBOSTONMA02115N/APUB CHARITYGENERAL GIFT TO THE NEC ANNUAL FUND$25,000
NEW ENGLAND CONSERVATORY
290 HUNTINGTON AVENUEBOSTONMA02115N/APUB CHARITYLOW LATENCY WORK OF IAN HOWELL$20,000
NEW MUSIC USA INC
114 JOHN STREET 998NEW YORKNY10038N/APUB CHARITYPANDEMIC ASSISTANCE TO MUSICIANS$6,000
NEW MUSIC USA INC
114 JOHN STREET 998NEW YORKNY10038N/APUB CHARITYPANDEMIC ASSISTANCE TO MUSICIANS$8,000
PARMA MUSIC FESTIVAL
223 LAFAYETTE ROADNORTH HAMPTONNH03862N/APUB CHARITYJOSEPH SUMMER'S OPERA, "HAMLET"$18,000
PARMA MUSIC FESTIVAL
223 LAFAYETTE ROADNORTH HAMPTONNH03862N/APUB CHARITYJOSEPH SUMMER'S OPERA, HAMLET$33,400
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472N/APUB CHARITYPERKINS RADIO - STAFF AND TECHNOLOGY$12,000
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118N/APUB CHARITYGENERAL - ASSISTANCE FOR HOMELESS$2,000
PINE TREE LEGAL ASSISTANCE
PO BOX 547PORTLANDME04112N/APUB CHARITYLEGAL SERVICS FOR UNDERSERVED IN ME$1,000
POINTS NORTH INSTITUTE
PO BOX 836CAMDENME04843N/APUB CHARITYGRANT - GENERAL PURPOSES$12,000
POINTS NORTH INSTITUTE
PO BOX 836CAMDENME04843N/APUB CHARITYDRIVE-IN THEATER PROJECT/GENERAL$6,000
STRAND THEATRE
PO BOX 433ROCKLANDME04841N/APUB CHARITYPERFORMING ARTS/CULTURAL EDUCATION$1,000
TENACITY
38 EVERETT STREET SUITEBOSTONMA02134N/APUB CHARITYAFTER-SCHOOL READING & TENNIS PROG$5,000
UNIVERSITY OF NEW ENGLAND
716 STEVENS AVENUEPORTLANDME04103N/APUB CHARITYMARINE LEARNING LABS$40,000
WALKER THERAPEUTIC & EDUCATIONAL PR
1968 CENTRAL AVENUENEEDHAMMA02492N/APUB CHARITYGRANT - GENERAL PURPOSES$3,000
WERU COMMUNITY RADIO
PO BOX 170 1186 ACADIAEAST ORLANDME04431N/APUB CHARITYGRANT - GENERAL PURPOSES$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$491,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$329ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$426,698ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$352,322ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,970,129ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,749,478ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,749,478TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
B&H - TAX$9,329
DARMODY, MERLINO & CO., LLP$7,200

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES - 1,900 SHS$200,973$208,031
ACCENTURE PLC IRELAND SHARES CL A -$152,378$215,498
AMGEN, INC - 1,200 SHS$295,274$275,904
ANALOG DEVICES INC - 1,355 SHS$152,015$200,174
APPLE INC 5,400 SHS$370,394$716,526
APPLIED MATERIALS INC - 4,600 SHS$254,482$396,980
AT&T INC - 21,007 SHS$590,860$604,161
AUTOMATIC DATA PROCESSING - 945 SHS$152,497$166,509
BECTON DICKINSON & CO - 1,100 SHS$253,295$275,242
BLACKROCK INC - 300 SHS$165,086$216,462
BOSTON PROPERTIES INC REIT - 750 SHS$67,205$70,898
BRISTOL MYERS SQUIBB CO - 4,688 SHS$114,551$290,797
BROADCOM INC - 526 SHS$152,065$230,309
BROWN AND BROWN INC - 5,400 SHS$237,319$256,014
CARRIER GLOBAL CORP
CATERPILLAR INC - 3,400 SHS$250,676$618,868
CHEVRON CORP - 1,000 SHS$59,790$84,450
CISCO SYSTEMS INC - 7,000 SHS$209,605$313,250
COCA COLA CO, 3,300 SHS$84,785$180,972
COMCAST CORP NEW CL A - 7,500 SHS$335,518$393,000
CONAGRA FOODS INC - 0 SHS
COSTCO WHOLESALE CORP - 1,120 SHS$350,133$421,994
CVS HEALTH CORP - 4,750 SHS$308,581$324,425
DISNEY CO - 3,900 SHS$351,546$706,602
DOW INC - 0 SHS
DUKE ENERGY CORP - 2,475 SHS$112,112$226,611
DUKE REALTY CORP - 2,050 SHS$44,822$81,939
EMERSON ELECTRIC CO - 2,000 SHS$31,603$160,740
EXXONMOBIL CORP - 0 SHS
GENERAL MILLS INC - 2,500 SHS$62,742$147,000
GENUINE PARTS CO - 2,000 SHS$199,206$200,860
GLOBAL X SUPERDIVIDEND ETF - 0 SHS
HOME DEPOT INC - 1,400 SHS$345,017$371,868
JOHNSON & JOHNSON - 870 SHS$56,924$136,921
JP MORGAN CHASE & CO - 4,400 SHS$160,149$559,108
MCDONALDS CORP - 1,245 SHS$250,809$267,152
MERCK & CO INC - 5,000 SHS$318,005$409,000
MICROSOFT CORP - 5,725 SHS$429,770$1,273,355
NIKE INC CL B - 4,700 SHS$487,370$664,909
OMNICOM GROUP - 3,300 SHS$166,680$205,821
ORACLE CORP - 4,788 SHS$276,988$309,736
OTIS WORLDWIDE CORP - 0 SHS
PAYCHEX INC - 3,600 SHS$290,902$335,448
PEPSICO INC - 1,000 SHS$59,708$148,300
PFIZER INC - 7,189 SHS$107,652$264,627
PHILLIPS 66-W/I - 0 SHS
PROCTER & GAMBLE CO - 2,500 SHS$130,963$347,850
RAYTHEON TECHNOLOGIES CORP - 3,300 S$120,460$235,983
STARBUCKS CORP - 2,950 SHS$244,327$315,591
STATE STREET CORP - 3,500 SHS$50,848$254,730
TARGET CORP - 1,400 SHS$207,942$247,142
UNION PACIFIC CORP - 2,000 SHS$24,013$416,440
UNITED TECHNOLOGIES CORP - 0 SHS
UNITEDHEALTH GROUP INC - 800 SHS$238,785$280,544
US BANCORP - 6,500 SHS$191,360$302,835
VERIZON COMMUNICATIONS - 4,270 SHS$136,356$250,863
VIATRIS INC - 892 SHS$5,905$16,716
WABTEC - 0 SHS
WALMART, INC - 2,425 SHS$334,177$349,564
WELLS FARGO & CO - 6,000 SHS$179,145$181,080
WEYERHAEUSER CO - 4,886 SHS$136,012$163,828
3M CO - 1,000 SHS$72,717$174,790

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryB&H - NON-PROFITCategoryTxt
Legal Fees$1,160LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
EXPONENT PHILANTHROPY MEMBERS
LIABILITY INSURANCE$1,262
ADVERTISING$3,000$3,000
STATE STREET CUSTODY FEES$9,023$9,023
WELLS FARGO INVESTMENT FEE$27,784$27,784
MA FORM PC FILING FEE$250
OFFICE EXPENSE

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPROCTOR HEIRS TRUSTDesc
Revenue And Expenses Per Books$352,322RevenueAndExpensesPerBooksAmt
Net Investment Income$352,322NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescWF NONDIVIDEND DISTRIBUTIONSDesc
Amt$1,803Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
B&H - GRANT ADMIN$71,723$71,723
B&H - TRUST ADMIN$26,210$26,210
B&H - TRUST ADMIN (MILEAGE REIMB$53$53

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryASSESSED FOR PERIOD ENDING 12/31CategoryTxt
Amt$45Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.