JOHN W AND CLARA C HIGGINS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN W AND CLARA C HIGGINS FOUNDATION (EIN 04-6026914)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-27
- IRS object ID
- 202122709349100257
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-27T09:22:56-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042628601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLETCHER TILTON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN ST 11TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016081779 | 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 | 046026914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W & CLARA C HIGGINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5084598000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUMNER B TILTON JR | PersonNm |
| Person Title | POWER OF ATTORNEY | PersonTitleTxt |
| Phone | 5084598000 | PhoneNum |
| Signature | 2021-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUMNER B | PersonFirstNm |
| Person Last | TILTON JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A SANTOS EA | PreparerPersonNm |
| PTIN | P01270354 | PTIN |
| Phone | 5084598000 | PhoneNum |
| Preparation | 2021-09-27 | PreparationDt |
| 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 | $2,675,505 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,057 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $93,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,905 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,474 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,737 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,737 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,188 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,188 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $121 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,858 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,980 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,407 | CashBOYAmt |
| Cash EOY | $12,517 | CashEOYAmt |
| Cash EOYFMV | $12,517 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $155,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,929 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $995,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $951,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,506,059 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,160,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,120,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,675,505 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,160,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,120,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,160,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,120,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,160,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,120,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,160,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,923 | ExcessRevenueOverExpensesAmt |
| Other Increases | $750 | OtherIncreasesAmt |
| Subtotal | $1,120,610 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,120,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ANNALY CAP MGMT. PFD SERIES D | P | 2020-03-09 | 2020-12-23 | $5,000 | $4,986 | $14 | $14 |
| ANNALY CAP MGMT. PFD SERIES D | P | 2018-12-03 | 2020-12-23 | $25,000 | $25,153 | -$153 | -$153 |
| WALT DISNEY CO. | P | 2013-04-04 | 2020-01-06 | $14,500 | $5,764 | $8,736 | $8,736 |
| OTIS WORLDWIDE CORP. | P | 2007-01-31 | 2020-04-15 | $4,284 | $3,516 | $768 | $768 |
| OTIS WORLDWIDE CORP. | P | 2007-04-18 | 2020-04-15 | $6,427 | $5,234 | $1,193 | $1,193 |
| CARRIER GLOBAL CORP. | P | 2007-01-31 | 2020-04-15 | $2,584 | $2,514 | $70 | $70 |
| CARRIER GLOBAL CORP. | P | 2007-04-18 | 2020-04-15 | $3,876 | $3,742 | $134 | $134 |
| CONOCOPHILLIPS | P | 2005-03-29 | 2020-04-15 | $6,176 | $8,043 | -$1,867 | -$1,867 |
| CONOCOPHILLIPS | P | 2004-09-22 | 2020-04-15 | $21,617 | $21,887 | -$270 | -$270 |
| NVIDIA CORP. | P | 2019-04-17 | 2020-06-30 | $18,877 | $9,435 | $9,442 | $9,442 |
| PAYPAL HOLDINGS | P | 2015-08-04 | 2020-06-30 | $17,106 | $3,906 | $13,200 | $13,200 |
| PAYPAL HOLDINGS | P | 2015-08-04 | 2020-08-31 | $20,400 | $3,906 | $16,494 | $16,494 |
| NVIDIA CORP. | P | 2019-04-17 | 2020-08-31 | $26,951 | $9,435 | $17,516 | $17,516 |
| ANNALY CAP MGMT. PFD SERIES D | P | 2019-09-04 | 2020-12-23 | $2,450 | $2,485 | -$35 | -$35 |
| ANNALY CAP MGMT. PFD SERIES D | P | 2019-09-03 | 2020-12-23 | $7,550 | $7,655 | -$105 | -$105 |
| ANNALY CAP MGMT. PFD SERIES D | P | 2019-02-28 | 2020-12-23 | $10,000 | $10,080 | -$80 | -$80 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,057 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $945 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $945 | SubtotalAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,731 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,731 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,786 | OverpaymentAmt |
| Applied To ES Tax | $1,786 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLETCHER TILTON PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5084598000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016081779 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| VERONICA WILDING-WHITE WINTERS | ||||||||
| 2210 E MULE DEER RD | SEDONA | AZ | 86336 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELISABETH H NULL | ||||||||
| 706 BONIFONT STREET | SILVER SPRING | MD | 20910 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER J WELDING | ||||||||
| 135 NASHUA ROAD | BEDFORD | NH | 03110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,184,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,361,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,361,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,325,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $945 | TotalTaxAmt |
| Distributable Before Adj | $115,334 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,334 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,858 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $108,858 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $108,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,334 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,748 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $490 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,858 | QualifyingDistributionsAmt |
| Applied To Current Year | $108,858 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,238 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,238 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $4,238 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF MARYLAND | |||||||
| 3600 CLIPPER MILL ROAD SU | BALTIMORE | MD | 212111995 | NONE | PUBLIC | 2020 GIFT (EHN) | $1,000 |
| ALBERT SCHWEITZER FELLOWSHIP INC | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 022155400 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| AMERICAN FILM INSTITUTE | |||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 900271625 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| ANIMAL HUMANE ASSOCIATION OF NEW ME | |||||||
| 615 VIRGINIA STREET SE | ALBUQUERQUE | NM | 871084228 | NONE | PUBLIC | WW 2020 GIFT (FRED) | $5,778 |
| ANTHROPOCENE ALLIANCE | |||||||
| 5000 N MARINE DR STE 12 | CHICAGO | IL | 60640 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $500 |
| ARTIST ORGANIZED ART INC | |||||||
| 90 LINSEED RD | WEST HATFIELD | MA | 010889505 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $4,000 |
| BEDFORD COMMUNITY FOOD PANTRY FA B | |||||||
| PO BOX 10083 | BEDFORD | NH | 03110 | NONE | PUBLIC | WW 2020 GIFT (HINDI) | $1,278 |
| BARN ARTS | |||||||
| 130 TREMONT RD | BASS HARBOR | ME | 04653 | NONE | PUBLIC | GENERAL | $1,000 |
| BERKSHIRE HUMANE SOCETY | |||||||
| 214 BAKER ROAD | PITTSFIELD | MA | 01201 | NONE | PUBLIC | WW 2020 GIFT (CARTER) | $500 |
| BERKSHIRE THEATRE FESTIVAL | |||||||
| 6 EAST STREET | STOCKBRIDGE | MA | 01262 | NONE | PUBLIC | WW 2020 GIFT (CARTER) | $500 |
| BERKSHIRE PULSE | |||||||
| PO BOX 37 | HOUSATONIC | MA | 01236 | NONE | PUBLIC | WW 2020 GRANT (CARTER) | $500 |
| BREARLEY SCHOOL | |||||||
| 610 EAST 83RD STREET | NEW YORK | NY | 10028 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| CAPITAL AREA FOOD BANK | |||||||
| 645 TAYLOR STREET NE | WASHINGTON | DC | 200172063 | NONE | PUBLIC | 2020 GIFT (EHN) | $1,000 |
| CHEWONKI FOUNDATION INC | |||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 045784822 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN STREET | BAR HARBOR | ME | 046091105 | NONE | PUBLIC | 2020 GIFT (EHN) | $1,600 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN STREET | BAR HARBOR | ME | 046091105 | NONE | PUBLIC | 2020 GIFT (JACOB)- THORNDIKE LIBRARY | $1,400 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN STREET | BAR HARBOR | ME | 046091105 | NONE | PUBLIC | 2020 GIFT (JACOB)- ANNUAL FUND | $2,000 |
| COLLEGE UNBOUND | |||||||
| MAIN ST | PROVIDENCE | RI | 02905 | NONE | PUBLIC | ANNUAL FUND | $500 |
| CULTURAL SURVIVAL | |||||||
| 11 DIVINITY AVENUE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| CURRIER MUSEUM OF ART | |||||||
| 150 ASH ST | MANCHESTER | NH | 03104 | NONE | PUBLIC | WW 2020GIFT (HINDI) | $1,500 |
| DEMOCRACY NOW PRODUCTIONS INC | |||||||
| 207 W25TH ST 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| DERRYFIELD SCHOOL THE | |||||||
| 2108 RIVER ROAD | MANCHESTER | NH | 031041396 | NONE | PUBLIC | WW 2020 GIFT (HEATHER) | $3,000 |
| DERRYFIELD SCHOOL | |||||||
| 2108 RIVER ROAD | MANCHESTER | NH | 031041396 | NONE | PUBLIC | 2020 GIFT (EHN) | $1,500 |
| EMILY HARVEY FOUNDATION | |||||||
| 36 ELM STREET | OLD SAYBROOKO | CT | 06475 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $2,000 |
| EPISCOPAL CHURCH OF THE ASCENSION | |||||||
| 633 SLIGO AVENUE | SILVER SPRING | MD | 20910 | NONE | PUBLIC | EHN 2020 GIFT- ANNUAL FUND | $2,000 |
| FARM AND WILDERNESS FOUNDATION | |||||||
| 401 FARM AND WILDERNESS R | PLYMOUTH | VT | 05056 | NONE | PUBLIC | 2020 GRANT | $2,278 |
| FLAGSTAFF INTERNATIONAL RELIEF EFFO | |||||||
| 107 N SAN FRANCISCO STREE | FLAGSTAFF | AZ | 860015243 | NONE | PUBLIC | WW 2020 GIFT (VERONICA) | $5,000 |
| FOLKLORE SOCIETY OF GREATER WASHING | |||||||
| 3612 GREENWAY PLACE | ALEXANDRIA | VA | 22302 | NONE | PUBLIC | 2020 IFT PUBLIC CONSULTANT | $2,500 |
| FOLKLORE SOCIETY OF GREATER WASHING | |||||||
| 3612 GREENWAY PLACE | ALEXANDRIA | VA | 22302 | NONE | PUBLIC | 2020 GIFT UBLIC CONSULTANT - 2ND INS | $2,500 |
| GOD'S LOVE WE DELIVER | |||||||
| 166 6TH AVE | NEW YORK | NY | 10013 | NONE | PUBLIC | 2020 GRANT | $2,000 |
| FULCRUM POINT NEW MUSIC PROJECT | |||||||
| 359 W BELDEN | CHICAGO | IL | 606143817 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $500 |
| GREATER ALBUQUERQUE HABITAT FOR HUM | |||||||
| PO BOX 8353 | ALBUQUERQUE | NM | 87198 | NONE | PUBLIC | WW 2020 GIFT (FRED) | $5,778 |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 600350398 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $1,500 |
| HISTORIC TAKOMA INC | |||||||
| PO BOX 5781 | TAKOMA PARK | MD | 209135781 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| KIMBALL UNION ACADEMY | |||||||
| PO BOX 188 57 MAIN STREET | MERIDEN | NH | 03770 | NONE | PUBLIC | WW 2020 GIFT (HINDI) | $500 |
| LAMPO INC | |||||||
| PO BOX 4615 | CHICAGO | IL | 606804615 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $500 |
| LEAGUE OF WOMEN VOTERS OF MARYLAND | |||||||
| 111 CATHEDRAL STREET SUIT | ANNAPOLIS | MD | 214012739 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| MENTAL HEALTH COALITION VERDE VALLE | |||||||
| PO BOX 654 | SEDONA | AZ | 86339 | NONE | PUBLIC | 2020 GIFT (VERONICA) | $3,000 |
| MUSEUM OF CONTEMPORARY PHOTOGRAPHY | |||||||
| 600 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | PUBLIC | 2020 GIFT NULL (HANNAH) | $500 |
| NATIONAL PUBLIC HOUSING MUSEUM | |||||||
| 625 N KINSBURY STREET | CHICAGO | IL | 60654 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $500 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| OBERLIN COLLEGE | |||||||
| COX ADMINISTRATION BLDG | OBERLIN | OH | 440741090 | NONE | PUBLIC | 2020 HIGGINS NULL (HANNAH) | $2,000 |
| ONAWAY CAMP TRUST | |||||||
| 27 CAMP ONAWAY ROAD | HEBRON | NH | 032417434 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| OPPORTUNITY VILLAGE FOUNDATION | |||||||
| 6050 S BUFFALO DR | LAS VEGAS | NV | 89113 | NONE | PUBLIC | WW 2020 GIFT (GENEVA WINTERS)- FINE | $1,500 |
| PAW PLACEMENT OF NORTHERN ARIZONA | |||||||
| ATTN LIZ BOHLKE PO BOX | FLAGSTAFF | AZ | 860020942 | NONE | PUBLIC | WW 2020 GIFT (VERONICA) | $3,333 |
| PAW PRINTS HUMANE SOCIETY OF SEDONA | |||||||
| 2115 SHELBY DRIVE | SEDONA | AZ | 86336 | NONE | PUBLIC | WW 2020 GIFT (VERONICA) | $3,000 |
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||
| 123 WILLIAM STREET 10TH | NEW YORK | NY | 10038 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $2,000 |
| PRIMARY INFORMATION INC | |||||||
| 41 GRAND ST | NEW YORK | NY | 100131619 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $1,000 |
| PRINTED MATTER INC | |||||||
| 195 TENTH AVENUE | NEW YORK | NY | 100114739 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $1,000 |
| PROJECT & | |||||||
| C/O JENNER BLOCK LLP35 | CHICAGO | IL | 60654 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $1,000 |
| ROCKEND INC | |||||||
| PO BOX 296 | NE HARBOR | ME | 046620296 | NONE | PUBLIC | 2020 GIFT (JACOB) ART BARN | $1,500 |
| SARAH LAWRENCE COLLEGE | |||||||
| ONE MEADWAY | BRONXVILLE | NY | 107085931 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| SILVER SPRING VILLAGE | |||||||
| PO BOX 8217 | SILVER SPRING | MD | 20907 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| SKYART NFP | |||||||
| 3217 E 91ST ST | CHICAGO | IL | 606174409 | NONE | PUBLIC | 2020 HIGGINS NULL (HANNAH) | $2,000 |
| SOCIETY FOR THE PREVENTION OF CRUEL | |||||||
| 141 BAR HARBOR ROAD | TENTON | ME | 04605 | NONE | PUBLIC | 2020 GIFT (JACOB) | $1,500 |
| ST ANDREWS UNIVERSITY | |||||||
| 1700 DOGWOOD MILE STREET | LAURINBURG | NC | 283525521 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| SUNRISE MOVEMENT EDUCATION FUND | |||||||
| 50F STREET NW 800 | WASHINGTON | DC | 20001 | NONE | PUBLIC | 2020 HIGGINS NULL (HANNAH) | $2,000 |
| TETON VALLEY RANCH CAMP EDUCATION F | |||||||
| PO BOX 4915290 EAST BRO | JACKSON | WY | 83001 | NONE | PUBLIC | WW 2020 GIFT(HEATHER) | $1,278 |
| THE SHEPHERDS TABLE INC | |||||||
| 8210-A COLONIAL LANE | SILVER SPRING | MD | 209105722 | NONE | PUBLIC | 2020 GIFT (EHN) | $1,000 |
| TOWN VILLAGE IMPROVEMENT SOC | |||||||
| PO BOX 757 | MT DESERT | ME | 04660 | NONE | PUBLIC | 2020 GIFT - HISTORIC CHURCH REST | $1,500 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 303A JEFFERSON HALL M/C | CHICAGO | IL | 60607 | NONE | PUBLIC | 2020 GIFT HIGGINS NULL (HANNAH) | $1,000 |
| VERDE VALLEY SANCTUARY | |||||||
| PO BOX 595 | SEDONA | AZ | 863390595 | NONE | PUBLIC | WW 2020 GIFT (SIERRA WINTERS) | $1,500 |
| WAMC PUBLIC RADIO | |||||||
| 318 CENTRAL AVE | ALBANY | NY | 12206 | NONE | PUBLIC | WW 2020 GIFT (CARTEER | $500 |
| WASHINGTON MUSICA VIVA INC | |||||||
| 7502 FLOWER AVE | TAKOMA PARK | MD | 20912 | NONE | PUBLIC | 2020 GIFT (EHN) | $250 |
| WILD SPIRIT WOLF SANCTUARY PKACAN | |||||||
| 378 CANDY KITCHEN ROAD HC | RAMAH | NM | 87321 | NONE | PUBLIC | WW 2020 GIFT (FRED) | $5,777 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | WW 2020 GRANT | $250 |
| BERKSHIRE RESOURCES FOR INTEGRATION | |||||||
| 17 MAIN ST SUITE B | LEE | MA | 01238 | NONE | PUBLIC | WW 2020 GIFT (CARTER) | $500 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | NONE | PUBLIC | GENERAL | $250 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE- 3RD FL | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL | $1,000 |
| GREENAGERS | |||||||
| PO BOX 157 | SOUTH EGREMONT | MA | 01258 | NONE | PUBLIC | 2020 GRANT | $500 |
| JACOB'S PILLOW DANCE FESTIVAL | |||||||
| 358 GEORGE CARTER RD | BECKET | MA | 012234001 | NONE | PUBLIC | 2020 GRANT | $500 |
| JESUP MEMORIAL LIBRARY | |||||||
| 34 MOUNT DESERT ST | BAR HARBOR | ME | 04609 | NONE | PUBLIC | 2020 GIFT | $1,000 |
| JEWISH COUNCIL ON URBAN AFFAIRS | |||||||
| 610 MICHIGAN STE-500 | CHICAGO | IL | 606051901 | NONE | PUBLIC | 2020 HIGGINS NULL | $500 |
| JOPPA HILL EDUCATIONAL FARM | |||||||
| 174 JOPPA ILL RD | BEDFORD | NH | 03770 | NONE | PUBLIC | GENERAL | $1,000 |
| NEW ENGLAND DISABLED SPORTS | |||||||
| PO BOX 26 | LINCOLN | NH | 03251 | NONE | PUBLIC | 2020 WILDING WHITE | $1,500 |
| SOUTHWEST HARBOR PUBLIC LIBRARY | |||||||
| 141 BAR HARBOR RD | SOUTHWEST HARBOR | ME | 04679 | NONE | PUBLIC | 2020 GIFT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,810 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,057 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,905 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST & ACCOUNTING FEES | $7,474 | $3,737 | $3,737 |
| TAX PREPARATION FEE | $2,000 | $1,000 | $1,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BARRETT ASSET - FIXED INCOME | AT COST | $49,950 | $51,344 |
| BARRETT ASSET - EQUITIES | AT COST | $901,214 | $2,454,715 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MA PC FILING FEE | $35 | $35 |
| MICROEDGE FEE | $86 | $86 |
| BANK FEES | $45 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CITIGROUP CLASS ACTION | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $18,913 | $18,913 |
| CUSTODIAL FEES | $2,275 | $2,275 |