QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUST (EIN 35-7010509)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-29
- IRS object ID
- 202121199349101032
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-29T20:25:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475422543 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH FREED & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST CUMMINGS PARK SUITE 5850 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018017238 | 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 | 357010509 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUIGLEY & HEFFERNAN FAMILY CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | QUIG | BusinessNameControlTxt |
| Phone | 7814527313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 LONG POINT LANE | AddressLine1Txt |
| City | DUXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 023323821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER A QUIGLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7815828621 | PhoneNum |
| Signature | 2021-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | QUIGLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY M NASSER CPA | PreparerPersonNm |
| PTIN | P01250657 | PTIN |
| Phone | 6174241100 | PhoneNum |
| Preparation | 2021-04-23 | 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 | $1,930,146 | 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 | $4,163 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $529 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $529 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,939 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $868 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,968 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,968 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,971 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $158,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,044 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,135,298 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,136,068 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,855,102 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,293,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,211,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,930,146 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,293,313 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,211,112 | 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 | $1,293,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,211,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,293,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,211,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,293,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,211,112 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,211,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD TOTAL STOCK MKT IND ADM | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $75,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32,320 | CostOrOtherBasisAmt |
| Gain Or Loss | $42,680 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,680 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | 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 | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $283 | OverpaymentAmt |
| Applied To ES Tax | $283 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH FREED & COMPANY PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174241100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST CUMMINGS PARK STE 5850 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 |
|---|---|---|---|---|---|---|---|---|
| PETER A QUIGLEY | ||||||||
| 32 LONG POINT LANE | DUXBURY | MA | 02332 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MEGHAN HEFFERNAN | ||||||||
| 32 LONG POINT LANE | DUXBURY | MA | 02332 | TRUSTEE | 5.00 | $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 | $1,625,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,711,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,711,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,685,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $917 | TotalTaxAmt |
| Distributable Before Adj | $83,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,373 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $159,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,931 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,956 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,964 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,594 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $274,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,827 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $350,533 | 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 | $34,931 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $315,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,956 | ExcessFromYear4Amt |
| Excess From Year3 | $52,964 | ExcessFromYear3Amt |
| Excess From Year2 | $97,594 | ExcessFromYear2Amt |
| Excess From Year1 | $56,261 | ExcessFromYear1Amt |
| Excess From Current Year | $75,827 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER A QUIGLEY | ContributingManagerNm |
| Contributing Manager | MEGHAN HEFFERNAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS HOSPITAL PYMOUTH INC - CRANBERRY HOSPICE | |||||||
| 36 CORDAGE PARK CIRCLE | PLYMOUTH | MA | 02360 | NONE | HOSPITAL | GENERAL SUPPORT | $2,500 |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | NONE | SCHOOL | GENERAL SUPPORT | $20,000 |
| CANCER SUPPORT TEAM INC | |||||||
| 2900 WESTCHESTER AVE | PURCHASE | NY | 10577 | NONE | 509(A)(2) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| CONCUSSION LEGACY FOUNDATION | |||||||
| 361 NEWBURY STREET | BOSTON | MA | 02115 | NONE | 509(A)(1) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| CROSSROADS FOR KIDS INC | |||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | NONE | 509(A)(1) PUBLIC CHA | GENERAL SUPPORT | $2,500 |
| DANA FARBER CANCER INSTITUTEINC | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | 509(A)(1) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| DUXBURY BAY MARITIME SCHOOL (DBMS) | |||||||
| 457 WASHINGTON ST | DUXBURY | MA | 02331 | NONE | SCHOOL | GENERAL SUPPORT | $57,500 |
| DUXBURY BEACH RESERVATION INC | |||||||
| PO BOX 1364 | DUXBURY | MA | 02331 | NONE | 509(A)(2) PUBLIC CHA | GENERAL SUPPORT | $2,500 |
| DUXBURY INTERFAITH COUNCIL | |||||||
| PO BOX 1161 | DUXBURY | MA | 02331 | NONE | 509(A)(2) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| DUXBURY RURAL AND HISTORICAL SOCIETY | |||||||
| 479 WASHINGTON ST | DUXBURY | MA | 02332 | NONE | 509(A)(1) PUBLIC CHA | GENERAL SUPPORT | $2,500 |
| FRIENDS OF DUXBURY COUNCIL ON AGING (SENIOR CENTER) | |||||||
| 10 MAYFLOWER ST | DUXBURY | MA | 02332 | NONE | 509(A)(2) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| FRIENDS OF DUXBURY FREE LIBRARY INC | |||||||
| PO BOX 2092 | DUXBURY | MA | 02331 | NONE | 509(A)(2) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| HOLY FAMILY PARISH | |||||||
| 601 TREMONT ST | DUXBURY | MA | 02332 | NONE | CHURCH | GENERAL SUPPORT | $5,000 |
| INJURED MARINE SEMPER FI FUND - GLENVIEW MARINES | |||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | NONE | 509(A)(1) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| MASS AUDUBON SOCIETY INC | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | 509(A)(1) PUBLIC CHA | GENERAL SUPPORT | $2,500 |
| MIT | |||||||
| 600 MEMORIAL DR | CAMBRIDGE | MA | 02139 | NONE | SCHOOL | GENERAL SUPPORT | $25,000 |
| NEW ENGLAND COLLEGE | |||||||
| 98 BRIDGE ST | HENNIKER | NH | 03242 | NONE | SCHOOL | GENERAL SUPPORT | $2,500 |
| THE DUXBURY EDUCATION FOUNDATION INC | |||||||
| PO BOX 1264 | DUXBURY | MA | 02331 | NONE | 509(A)(1) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION | |||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | 509(A)(1) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| SUSTAINABLE WOODSTOCK | |||||||
| PO BOX 611 | WOODSTOCK | VT | 05091 | NONE | 509(A)(1) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $529 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,958 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,167 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KENNETH FREED & COMPANY, PC | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $700 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INTER-TERM TAX-EXEMPT ADM | AT COST | $337,516 | $349,574 |
| VANGUARD TOT INTL STOCK IX ADM | AT COST | $357,478 | $448,597 |
| VANGUARD TOTAL STOCK MKT IDX ADM | AT COST | $441,074 | $1,056,931 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS FILING FEES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENTS | $868 | $868 | $0 |
| FEDERAL TAXES | $1,328 | $0 | $0 |