MATTINA R PROCTOR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MATTINA R PROCTOR FOUNDATION (EIN 11-1067014)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-08
- IRS object ID
- 202522209349100422
- Schema version
- 2024v5.0
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-08T17:11:28-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042232383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111067014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA R PROCTOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 6177485107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY D HUTCHINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177485107 | PhoneNum |
| Signature | 2025-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEREMY CHASE | PreparerPersonNm |
| PTIN | P03203478 | PTIN |
| Phone | 6177485100 | PhoneNum |
| Preparation | 2025-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,272,556 | 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 |
| Interest On Sav Rev And Expnss | $5,418 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,418 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $370,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $651,176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,631,861 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $731,375 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,970 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,970 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,064,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,144,589 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,080 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $67,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,540 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,717 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $15,217 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $134,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,770 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,567 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $337,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $767,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $767,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,104,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $939,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,001,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $261,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $261,944 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,130,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,928,601 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,700,594 | CorporateStockEOYFMVAmt |
| Other Assets EOYFMV | $310,018 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,234,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,190,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,272,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,234,274 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,184,544 | CapitalStockEOYAmt |
| Retained Earning EOY | $6,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,234,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,190,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,234,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,190,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,234,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,115 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57 | OtherIncreasesAmt |
| Subtotal | $10,194,216 | SubtotalAmt |
| Other Decreases | $3,671 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,190,545 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 690 SHS AIR PRODUCTS & CHEMICALS | P | 2021-08-05 | 2024-02-22 | $158,638 | $200,856 | -$42,218 | -$42,218 |
| 131 SHS CISCO SYSTEMS INC | P | 2005-02-20 | 2024-08-19 | $6,482 | $2,278 | $4,204 | $4,204 |
| 500 SHS DISNEY | P | 2018-10-29 | 2024-09-26 | $47,452 | $57,094 | -$9,642 | -$9,642 |
| 31 SHS DISNEY | P | 2005-02-20 | 2024-09-26 | $2,942 | $886 | $2,056 | $2,056 |
| 40 SHS DISNEY | P | 2019-10-22 | 2024-09-26 | $3,796 | $5,318 | -$1,522 | -$1,522 |
| 1469 SHS DISNEY | P | 2005-02-20 | 2024-09-26 | $139,415 | $40,964 | $98,451 | $98,451 |
| 265 SHS DISNEY | P | 2019-10-22 | 2024-09-26 | $25,149 | $35,231 | -$10,082 | -$10,082 |
| 333.01 SHS DUKE ENERGY CORP | P | 1985-12-04 | 2024-02-22 | $30,704 | $5,080 | $25,624 | $25,624 |
| 1595 SHS DISNEY | P | 2019-10-22 | 2024-09-26 | $151,373 | $212,053 | -$60,680 | -$60,680 |
| 333.33 SHS DUKE ENERGY CORP | P | 1996-04-24 | 2024-02-22 | $30,733 | $13,790 | $16,943 | $16,943 |
| 4900 SHS DOW INC | P | 2021-08-05 | 2024-09-26 | $264,666 | $301,154 | -$36,488 | -$36,488 |
| 1741.66 SHS DUKE ENERGY CORP | P | 2001-12-04 | 2024-02-22 | $160,581 | $82,260 | $78,321 | $78,321 |
| 2000 SHS NIKE INC | P | 2019-10-22 | 2024-09-26 | $179,755 | $192,770 | -$13,015 | -$13,015 |
| 67 SHS DUKE ENERGY CORP | P | 2005-02-20 | 2024-02-22 | $6,177 | $3,127 | $3,050 | $3,050 |
| 1300 SHS NIKE INC | P | 2020-09-21 | 2024-09-26 | $116,841 | $146,835 | -$29,994 | -$29,994 |
| 635 SHS MICROSOFT CORP | P | 2005-02-20 | 2024-09-26 | $274,868 | $16,151 | $258,717 | $258,717 |
| 100 SHS NIKE INC | P | 2020-09-21 | 2024-09-26 | $8,989 | $11,295 | -$2,306 | -$2,306 |
| 90 SHS MICROSOFT CORP | P | 2005-02-20 | 2024-09-26 | $38,955 | $2,289 | $36,666 | $36,666 |
| 500 SHS NIKE INC | P | 2020-09-21 | 2024-09-26 | $44,944 | $56,055 | -$11,111 | -$11,111 |
| 1000 SHS PFIZER INC | P | 1985-11-22 | 2024-09-26 | $28,794 | $2,047 | $26,747 | $26,747 |
| 200 SHS NIKE INC | P | 2020-09-21 | 2024-09-26 | $17,978 | $22,584 | -$4,606 | -$4,606 |
| 4780 SHS PFIZER INC | P | 1991-05-29 | 2024-09-26 | $137,636 | $22,754 | $114,882 | $114,882 |
| 1400 SHS TARGET CORP | P | 2020-09-21 | 2024-09-26 | $219,913 | $207,942 | $11,971 | $11,971 |
| 1220 SHS PFIZER INC | P | 1991-05-29 | 2024-09-26 | $35,124 | $5,807 | $29,317 | $29,317 |
| 400 SHS UNITEDHEALTH GROUP | P | 2020-09-21 | 2024-12-11 | $215,372 | $119,504 | $95,868 | $95,868 |
| 189 SHS PFIZER INC | P | 2005-02-20 | 2024-09-26 | $5,441 | $4,700 | $741 | $741 |
| 4688 SHS BIRSTOL MYERS SQUIBB | P | 2005-02-20 | 2024-09-26 | $235,823 | $114,551 | $121,272 | $121,272 |
| 869 SHS CISCO SYSTEMS INC | P | 2005-02-20 | 2024-08-19 | $43,001 | $15,111 | $27,890 | $27,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $731,375 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,916 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,916 | SubtotalAmt |
| Tax Based On Investment Income | $13,916 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,257 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28,257 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,341 | OverpaymentAmt |
| Applied To ES Tax | $14,341 | 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 | WWW.MRPF.ORG | WebsiteAddressTxt |
| Individual With Books | JEFFREY D HUTCHINS | IndividualWithBooksNm |
| Phone | 6177485107 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY D HUTCHINS | ||||||||
| 75 FEDERAL STREET SUITE 1300 | BOSTON | MA | 02110 | TRUSTEE | 10.00 | $67,540 | $0 | $0 |
| WILLIAM I HOCHBERG | ||||||||
| 1900 AVENUE OF THE STARS 19TH FLOOR | LOS ANGELES | CA | 90067 | TRUSTEE | 10.00 | $67,540 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT ADMIN | ServiceTypeTxt |
| Compensation | $100,567 | CompensationAmt |
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 | $20,622,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,058 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $310,018 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,143,595 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,143,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $317,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,826,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,041,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,041,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,916 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,916 | TotalTaxAmt |
| Distributable Before Adj | $1,027,406 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,027,406 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,027,406 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $939,363 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $939,363 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,027,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $836,301 | UndistributedIncomePYAmt |
| Qualifying Distributions | $939,363 | QualifyingDistributionsAmt |
| Applied To Year1 | $836,301 | AppliedToYear1Amt |
| Applied To Current Year | $103,062 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $924,344 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY D HUTCHINS TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177485107 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS 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 Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES. | 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 |
|---|---|---|---|---|---|---|---|---|
| ALEX LEVASSEUR MEMORIAL FUND | ||||||||
| 3421 BELMONT BLVD | NASHVILLE | TN | 37215 | N/A | PUB CHARITY | GRANT-IN SUPPORT OF ALL ACTIVITIES & | $6,000 | |
| AMERICAN RED CROSS | ||||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | N/A | PUB CHARITY | GRANT-HURRICANE HELENE DISASTER RELI | $15,000 | |
| BERKLEE COLLEGE OF MUSIC | ||||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | N/A | PUB CHARITY | GRANT-IN SUPPORT OF ALL ACTIVITES & | $6,000 | |
| BOSTON BAROQUE | ||||||||
| 177 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PUB CHARITY | GRANT-HANDEL'S ARIODANTE | $15,000 | 1791 |
| BOSTON LYRIC OPERA | ||||||||
| 15 CHANNEL CENTER STREET | BOSTON | MA | 02210 | N/A | PUB CHARITY | GRANT-BRITTEN NOYE'S FLUDDE-1ST INST | $50,000 | SUITE 106 |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | N/A | PUB CHARITY | GRANT-DIE TOTE STADT | $7,500 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | N/A | PUB CHARITY | GRANT-IN SUPPORT OF ALL ACTIVITIES & | $6,000 | |
| BRIGHTWORK NEWMUSIC | ||||||||
| 2335 E COLORADO BLVD | PASADENA | CA | 91107 | N/A | PUB CHARITY | GRANT-AT BOARD'S DISCRETION | $7,000 | STE 115240 |
| CAMDEN CONFERENCE | ||||||||
| PO BOX 882 | CAMDEN | ME | 04843 | N/A | PUB CHARITY | GRANT-2024 CONFERENCE ON INDIA | $5,000 | |
| CAMDEN FESTIVAL OF POETRY | ||||||||
| 11 PENOBSCOT AVENUE | CAMDEN | ME | 04843 | N/A | PUB CHARITY | GRANT-AT BOARD'S DISCRETION | $1,500 | |
| CASA ESPERANZA INC | ||||||||
| 302 EUSTIS ST | BOSTON | MA | 02119 | N/A | PUB CHARITY | GRANT-IN SUPPORT OF ALL ACTIVITIES & | $6,000 | |
| CENTER FOR MAINE CONTEMPORARY ART | ||||||||
| 21 WINTER STREET | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | GRANT-LOOK INSIDE SESSIONS | $2,000 | |
| CREATIVE COMMUNITY FOR PEACE | ||||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | N/A | PUB CHARITY | GRANT-BLACK JEWISH ENT ALLIANCE & AT | $6,000 | |
| CREATIVE COMMUNITY FOR PEACE | ||||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | N/A | PUB CHARITY | GRANT-BLACK JEWISH ENT ALLIANCE & AT | $3,000 | |
| CREATIVE COMMUNITY FOR PEACE | ||||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | N/A | PUB CHARITY | GRANT-BLACK JEWISH ENT ALLIANCE & AT | $3,000 | |
| EAST LOS ANGELES WOMENS CENTER | ||||||||
| 1431 S ALTANTIC BLVD | LOS ANGELES | CA | 90022 | N/A | PUB CHARITY | GRANT-IN SUPPORT OF ALL PROGRAMS | $3,000 | |
| FARNSWORTH ART MUSEUM | ||||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | GRANT-AT BOARD'S DISCRETION | $21,500 | |
| FARNSWORTH ART MUSEUM | ||||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | GRANT-AT BOARD'S DISCRETION | $10,000 | |
| FOUNDATION FOR MODERN OPERA-MARSH C | ||||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PRIVATE FDN | GRANT-SONNET 4 FILM PRODUCTION | $32,500 | |
| FOUNDATION FOR MODERN OPERA-MISC | ||||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PRIVATE FDN | GRANT-2024 SHAKESPEARE CONCERT | $7,300 | |
| FOUNDATION FOR MODERN OPERA-SONNET | ||||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PRIVATE FDN | GRANT-2024 TSC ADV, BABORAK FEE | $50,000 | |
| FRIENDS OF CASTLE HEIGHTS | ||||||||
| 9755 CATTARAUGUS AVE | LOS ANGELES | CA | 90034 | N/A | PUB CHARITY | GRANT-THIRD GRADE UKELELE CLASS | $6,000 | |
| FRIENDS OF STRAND THEATRE | ||||||||
| PO BOX 433 | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | GRANT-SUPPORT 2024-2025 SCHOOL SESSI | $5,000 | |
| GUITARS IN THE CLASSROOM | ||||||||
| 1286 UNIVERSITY AVE 389 | SAN DIEGO | CA | 92103 | N/A | PUB CHARITY | GRANT-IN SUPPORT OF ALL ACTIVITIES | $3,000 | |
| MAINE MEDIA COLLEGE | ||||||||
| 70 CAMDEN STREET | ROCKPORT | ME | 04856 | N/A | PUB CHARITY | GRANT-CAMPUS DARKROOM FACILITIES | $20,000 | |
| MAKING COMMUNITY HAPPEN | ||||||||
| 39 SUMMER ST | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | GRANT-GENERAL PURPOSES | $2,500 | |
| MASSACHUSETTS FOREST TRUST | ||||||||
| 249 LAKESIDE AVENUE | MARLBOROUGH | MA | 01752 | N/A | PUB CHARITY | GRANT-MEALS ON WHEELS PROGRAM | $3,500 | |
| NEW ENGLAND AQUARIUM | ||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PUB CHARITY | GRANT-IN SUPPORT OF TURTLE RESCUE PR | $15,000 | |
| NEW ENGLAND CONSERVATORY | ||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUB CHARITY | GRANT-AT BOARD'S DISCRETION | $25,000 | |
| NEW ENGLAND CONSERVATORY | ||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUB CHARITY | GRANT-AT BOARD'S DISCRETION | $10,000 | |
| NEW MUSIC USA | ||||||||
| 114 JOHN ST | NEW YORK | NY | 10038 | N/A | PUB CHARITY | GRANT-TABLE FOR 100 CHARITABLE FUNDR | $5,000 | 998 |
| NEW MUSIC USA | ||||||||
| 114 JOHN ST | NEW YORK | NY | 10038 | N/A | PUB CHARITY | GRANT-AT BOARD'S DISCRETION | $6,000 | 998 |
| NEW MUSIC USA | ||||||||
| 114 JOHN ST | NEW YORK | NY | 10038 | N/A | PUB CHARITY | GRANT-ALL ACTIVITIES & PROGRAMS, AT | $9,000 | 998 |
| NEW MUSIC USA | ||||||||
| 114 JOHN ST | NEW YORK | NY | 10038 | N/A | PUB CHARITY | GRANT-AT BOARD'S DISCRETION | $5,000 | 998 |
| NEW MUSIC USA | ||||||||
| 114 JOHN ST | NEW YORK | NY | 10038 | N/A | PUB CHARITY | GRANT-TABLE FOR 100 EVENT LOS ANGELE | $25,000 | 998 |
| NORTHERN LIGHT MERCY HOSPITAL | ||||||||
| 175 FORE RIVER PKWY | PORTLAND | ME | 04102 | N/A | PUB CHARITY | GRANT-MERCY FORE RIVER II CAPITAL CA | $25,000 | |
| OCEAN ALLIANCE | ||||||||
| 32 HORTON ST | GLOUCESTER | MA | 01930 | N/A | PUB CHARITY | GRANT-MARITIME GLOUCESTER FOR OE OR | $15,000 | |
| OPERA MAINE | ||||||||
| PO BOX 7733 | PORTLAND | ME | 04112 | N/A | PUB CHARITY | GRANT-AIDA & RAPPAHANNOCK COUNTY | $10,000 | |
| PARMA MUSIC FESTIVAL-HORN TRIO | ||||||||
| 223 LAFAYETTE RD | NORTH HAMPTON | NH | 03862 | N/A | PUB CHARITY | GRANT-JOSEPH SUMMER SILVER SWAN PROJ | $33,200 | |
| PARMA MUSIC FESTIVAL-HORN TRIO | ||||||||
| 223 LAFAYETTE RD | NORTH HAMPTON | NH | 03862 | N/A | PUB CHARITY | GRANT-JOSEPH SUMMER SILVER SWAN PROJ | $12,750 | |
| PARMA MUSIC FESTIVAL-SILVER SWAN | ||||||||
| 223 LAFAYETTE RD | NORTH HAMPTON | NH | 03862 | N/A | PUB CHARITY | GRANT-MODERN WORKS BY JOSEPH SUMMER- | $13,000 | |
| PARMA MUSIC FESTIVAL-SILVER SWAN | ||||||||
| 223 LAFAYETTE RD | NORTH HAMPTON | NH | 03862 | N/A | PUB CHARITY | GRANT-JOSEPH SUMMER SILVER SWAN PROJ | $7,625 | |
| PARMA MUSIC FESTIVAL-SILVER SWAN | ||||||||
| 223 LAFAYETTE RD | NORTH HAMPTON | NH | 03862 | N/A | PUB CHARITY | GRANT-JOSEPH SUMMER HORN TRIO PROJEC | $7,625 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 N BEACON ST | WATERTOWN | MA | 02472 | N/A | PUB CHARITY | GRANT-RADIO PERKINS | $10,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PUB CHARITY | GRANT-GENERAL PURPOSES | $2,500 | |
| PINE TREE LEGAL ASSISTANCE | ||||||||
| PO BOX 547 | PORTLAND | ME | 04112 | N/A | PUB CHARITY | GRANT-GENERAL SUPPORT | $10,000 | |
| ROULETTE INTERMEDIUM | ||||||||
| 509 ATLANTIC AVE | BROOKLYN | NY | 11217 | N/A | PUB CHARITY | GRANT-ALL ACTIVITIES & PROGRAMS AT B | $6,000 | |
| SILKROAD | ||||||||
| PO BOX 35460 | BOSTON | MA | 02135 | N/A | PUB CHARITY | GRANT-SILKROAD CONNECT | $5,000 | |
| TENACITY | ||||||||
| 38 EVERETT STREET | ALLSTON | MA | 02134 | N/A | PUB CHARITY | GRANT-SUMMER READING PROGRAM | $5,000 | SUITE 50 |
| THE CARROLL CENTER | ||||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | N/A | PUB CHARITY | GRANT-GENERAL OPERATING SUPPORT | $5,000 | |
| THE COMMUNITY HOUSE | ||||||||
| 284 BAY ROAD | SOUTH HAMILTON | MA | 01982 | N/A | PUB CHARITY | PLEDGE-MATTINA PROCTOR ARTS ENDOWMEN | $12,500 | |
| THE MAKANDA PROJECT ORGANIZATION | ||||||||
| 40 ARTWILL ST | MILTON | MA | 02186 | N/A | PUB CHARITY | GRANT-2024 JAZZ CONCERTS NUBIAN SQUA | $2,500 | |
| THE TOPA INSTITUTE | ||||||||
| 9739 N OJAI RD | OJAI | CA | 93023 | N/A | PUB CHARITY | GRANT-LARRY GOLDINGS PROJECTS | $35,000 | |
| TM23 FOUNDATION | ||||||||
| 2355 WESTWOOD BLVD | LOS ANGELES | CA | 90064 | N/A | PUB CHARITY | GRANT-IN SUPPORT OF ALL ACTIVITIES & | $6,000 | 383 |
| TREKKERS INC | ||||||||
| 325 OLD COUNTY ROAD | ROCKLAND | ME | 04841 | N/A | PUB CHARITY | GRANT-UPLIFTING RURAL OUTCOMES PROGR | $5,000 | |
| ULYSSES QUARTET FOUNDATION-MARSH FI | ||||||||
| 820 RIVERSIDE DRIVE 2D | NEW YORK | NY | 10032 | N/A | PUB CHARITY | GRANT-FILMING OF MARSH CHAPEL CONCER | $12,500 | |
| UNIVERSITY OF DAYTON | ||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | N/A | PUB CHARITY | GRANT-ANDREA CHENOWETH WELLS RECORDI | $16,000 | |
| WALKER THERAPEUTIC & EDUCATIONAL | ||||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | N/A | PUB CHARITY | GRANT-NEEDHAM KINDERGARTEN CLASSROOM | $7,000 | |
| WGBH | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | N/A | PUB CHARITY | ULYSSES QUARTET IN RESIDENCE 2024-20 | $50,000 | |
| WILD UP | ||||||||
| PO BOX 292075 | LOS ANGELES | CA | 90029 | N/A | PUB CHARITY | GRANT-AT BOARD'S DISCRETION | $12,000 | |
| WILD UP | ||||||||
| PO BOX 292075 | LOS ANGELES | CA | 90029 | N/A | PUB CHARITY | GRANT-FOR MARLON MARTINEZ PROJECTS | $35,000 | |
| WORCESTER PUBLIC LIBRARY FOUNDATION | ||||||||
| 3 SALEM STREET | WORCESTER | MA | 01608 | N/A | PUB CHARITY | GRANT-SUMMER READING 2024 PROGRAM | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $767,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,418 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,826 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $36,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $651,176 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,064,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,064,390 | 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 |
|---|---|
| B&H - TAX | $14,657 |
| B&H - TAX | $560 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 1,900 SHS | $200,973 | $214,909 |
| ACCENTURE PLC IRELAND - 825 SHS | $152,378 | $290,227 |
| AIR PRODUCTS & CHEM - 690 SHS | ||
| AMAZON.COM INC - 3,575 SHS | $516,894 | $784,319 |
| AMGEN, INC - 1,200 SHS | $295,274 | $312,768 |
| ANALOG DEVICES INC - 1,355 SHS | $152,015 | $287,883 |
| APPLE INC 5,400 SHS | $370,394 | $1,352,268 |
| APPLIED MATERIALS INC - 4,600 SHS | $254,482 | $748,098 |
| AT&T INC - 0 SHS | ||
| AUTOMATIC DATA PROCESSING - 945 SHS | $152,497 | $276,630 |
| BECTON DICKINSON & CO - 1,100 SHS | $247,485 | $249,557 |
| BLACKROCK INC - 384 SHS | $239,938 | $393,642 |
| BRISTOL MYERS SQUIBB CO - 4,688 SHS | ||
| BROADCOM INC - 5260 SHS | $152,065 | $1,219,478 |
| BROWN AND BROWN INC - 5,200 SHS | $228,529 | $530,504 |
| CATERPILLAR INC - 3,400 SHS | $250,676 | $1,233,384 |
| CHENIERE ENERGY INC - 1,680 SHS | $267,314 | $360,982 |
| CHEVRON CORP - 2,670 SHS | $327,057 | $386,723 |
| CISCO SYSTEMS INC - 6,000 SHS | $192,217 | $355,200 |
| CONSTELLATION ENERGY CORP - 920 SHS | $242,846 | $205,813 |
| COSTCO WHOLESALE CORP - 1,120 SHS | $350,133 | $1,026,222 |
| CROWDSTRIKE HLDGS INC - 807 SHS | $232,854 | $276,123 |
| CVS HEALTH CORP - 0 SHS | ||
| DISNEY CO - 3,900 SHS | ||
| DOW INC - 4,900 SHS | ||
| DUKE ENERGY CORP - 2,475 SHS | ||
| ELI LILLY & CO - 400 SHS | $242,651 | $308,800 |
| EMERSON ELECTRIC CO - 3,400 SHS | $173,086 | $421,362 |
| GENUINE PARTS CO - 2,000 SHS | $199,206 | $233,520 |
| HOME DEPOT INC - 1,400 SHS | $345,017 | $544,586 |
| JP MORGAN CHASE & CO - 4,400 SHS | $160,149 | $1,054,724 |
| MCDONALDS CORP - 1,245 SHS | $250,809 | $360,913 |
| MERCK & CO INC - 5,000 SHS | $302,836 | $497,400 |
| MICROSOFT CORP - 5,000 SHS | $411,329 | $2,107,500 |
| NIKE INC CL B - 4,100 SHS | ||
| NVIDIA CORP - 2500 SHS | $316,089 | $335,725 |
| ORACLE CORP - 4,788 SHS | $276,988 | $797,872 |
| PALO ALTO NETWORKS | $200,025 | $215,441 |
| PAYCHEX INC - 3,600 SHS | $290,902 | $504,792 |
| PFIZER INC - 7,189 SHS | ||
| PROCTER & GAMBLE CO - 1,800 SHS | $94,807 | $301,770 |
| PROLOGIS INC - 973 SHS | $44,787 | $102,846 |
| RTX CORP - 3,300 S | $120,460 | $381,876 |
| STARBUCKS CORP - 2,950 SHS | $244,327 | $269,188 |
| STATE STREET CORP - 3,500 SHS | $50,848 | $343,525 |
| TALEN ENERGY CORP - 1,280 SHS | $245,576 | $257,882 |
| TARGET CORP - 1,400 SHS | ||
| UNION PACIFIC CORP - 2,000 SHS | $24,013 | $456,080 |
| UNITEDHEALTH GROUP INC - 400 SHS | $119,281 | $202,344 |
| US BANCORP - 6,500 SHS | $191,360 | $310,895 |
| VERIZON COMMUNICATIONS -0 SHS | ||
| VISTRA CORP - 2,055 SHS | $244,468 | $283,323 |
| WALMART, INC - 10,000 SHS | $553,566 | $903,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | B&H - NON-PROFIT | CategoryTxt |
| Legal Fees | $2,717 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1.4706% INT PROCTOR HEIRS ROYALTY TR | Desc |
| EOYFMV | $310,018 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHT | Desc |
| Amt | $3,671 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| LIABILITY INSURANCE | $1,275 | ||
| FNZ CUSTODY FEES | |||
| WELLS FARGO INVESTMENT FEE | $42,137 | $42,137 | |
| MA FORM PC FILING FEE | $125 | ||
| WEB DEVELOPMENT | $423 | $211 | |
| OFFICE EXPENSE | $489 | ||
| EXPONENT PHILANTHROPY MEMBERS | $1,660 | ||
| HARVARD RADIO BR SALE | $1,950 | $1,950 | |
| TRAVEL | $2,095 | $2,095 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCTOR HEIRS TRUST | Desc |
| Revenue And Expenses Per Books | $36,970 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36,970 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERST INCOME REPORTED IN 2023 RECEIVED IN 2024 | Desc |
| Amt | $57 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| B&H - GRANT ADMIN | $100,567 | $100,567 | |
| B&H - TRUSTEE/TRUST ADMIN | $33,770 | $33,770 |
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