MILLICENT AND EUGENE BELL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MILLICENT AND EUGENE BELL FOUNDATION (EIN 26-3990463)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349105033
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:20:18-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 263990463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLICENT AND EUGENE BELL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O NUTTER MCCLENNEN & FISH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 6174392498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P JALKUT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174392000 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | JALKUT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL F RICH | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,334,023 | 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 | $13,152 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $731 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $731 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $454,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,615,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,988 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,615 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $612,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,265 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $75,395 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $75,395 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,107 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,109 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $50,998 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,318 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,957 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,361 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $245,615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $245,615 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $435,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $391,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $496,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $496,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $932,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $887,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$320,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$90,250 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $90,226 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,228 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,228 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $106,612 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,607,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,809,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,898,982 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $915,830 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $550,816 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $587,789 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $881,873 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $759,524 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $759,524 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,511,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,207,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,334,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$450,405 | CapitalStockBOYAmt |
| Capital Stock EOY | -$434,108 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,962,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,641,723 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,511,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,207,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,511,746 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,207,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,511,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$320,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,297 | OtherIncreasesAmt |
| Subtotal | $4,207,615 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,207,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 350 APPLE INC | P | 2015-08-06 | 2020-05-15 | $107,171 | $40,540 | $66,631 | $66,631 |
| 500 ISHARES CORE S&P MID CAP ETF | P | 2015-08-06 | 2020-08-24 | $96,528 | $74,623 | $21,905 | $21,905 |
| 650 ISHARES RUSSELL 2000 ETF | P | 2015-08-06 | 2020-01-23 | $108,997 | $78,793 | $30,204 | $30,204 |
| 1150 ISHARES RUSSELL 2000 ETF | P | 2015-08-06 | 2020-02-18 | $192,126 | $139,403 | $52,723 | $52,723 |
| 900 3M CO | P | 2015-08-06 | 2020-06-24 | $137,256 | $135,054 | $2,202 | $2,202 |
| 100 3M CO | P | 2019-04-23 | 2020-06-24 | $15,251 | $21,804 | -$6,553 | -$6,553 |
| 100000 WINCHESTER MA | P | 2015-08-06 | 2020-08-01 | $100,000 | $106,612 | -$6,612 | -$6,612 |
| 150000 SHELL INTL FIN | P | 2015-08-06 | 2020-03-25 | $150,000 | $150,000 | $0 | $0 |
| 150000 GENERAL ELEC CAPITAL CORP NTS | P | 2015-08-06 | 2020-09-16 | $150,000 | $150,000 | $0 | $0 |
| 100000 STANLEY BLACK & DECKER INC NTS | P | 2015-08-06 | 2020-12-02 | $103,021 | $100,573 | $2,448 | $2,448 |
| 600 APPLE INC | P | 2015-08-06 | 2020-09-11 | $66,934 | $17,374 | $49,560 | $49,560 |
| 902 CHUBB LTD | P | 2016-01-15 | 2020-09-11 | $109,093 | $100,194 | $8,899 | $8,899 |
| 3500 WELLS FARGO & CO | P | 2015-08-06 | 2020-10-15 | $79,882 | $203,184 | -$123,302 | -$123,302 |
| 500 DUNKIN BRANDS GROUP INC | P | 2017-06-22 | 2020-10-26 | $51,341 | $27,510 | $23,831 | $23,831 |
| 500 DUNKIN BRANDS GROUP INC | P | 2017-10-26 | 2020-10-26 | $51,341 | $28,009 | $23,332 | $23,332 |
| 1000 CISCO SYSTEMS INC | P | 2015-12-02 | 2020-11-10 | $38,709 | $27,550 | $11,159 | $11,159 |
| 1500 CISCO SYSTEMS INC | P | 2015-08-06 | 2020-11-10 | $58,064 | $42,503 | $15,561 | $15,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,311 | 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 | $25,311 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,889 | OverpaymentAmt |
| Applied To ES Tax | $21,889 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BOULEVARD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET J FOFONOFF | ||||||||
| PO BOX 1483 | NO FALMOUTH | MA | 02556 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| THOMAS P JALKUT | ||||||||
| 65 EAST INDIA ROW APT 33F | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP | |||||
| SEAPORT WEST 155 SEAPORT BLVD | BOSTON | MA | 02210 | LEGAL & TAX PREP. FEES | $58,107 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| SEAPORT WEST 155 SEAPORT BLVD | BOSTON | MA | 02210 | INVESTMENT FEES | $55,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION ENGAGED IN DIRECT CHARTIABLE ACTIVITIES TO SUPPORT AND ADVANCE THE ARTS. | Description1Txt |
| Expenses1 | $496,500 | Expenses1Amt |
| Description2 | SHAME PRODUCTIONS LLC ENGAGED IN DIRECT CHARITABLE ACTIVITIES TO SUPPORT AND ADVANCE THE ARTS | Description2Txt |
| Expenses2 | $186,751 | Expenses2Amt |
| Description3 | SHELTER IN JOY LLC ENGAGED IN DIRECT CHARITABLE ACTIVITIES TO SUPPORT AND ADVANCE THE ARTS | Description3Txt |
| Expenses3 | $58,620 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,974,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,141,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,141,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,034,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $351,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $351,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,422 | TotalTaxAmt |
| Distributable Before Adj | $348,298 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $348,298 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $348,298 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $887,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $887,869 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $887,869 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,298 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,106,041 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,021,539 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $552,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $244,630 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $523,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,448,233 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $887,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $348,298 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $539,571 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,987,804 | 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 | $2,106,041 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,881,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,021,539 | ExcessFromYear4Amt |
| Excess From Year3 | $552,577 | ExcessFromYear3Amt |
| Excess From Year2 | $244,630 | ExcessFromYear2Amt |
| Excess From Year1 | $523,446 | ExcessFromYear1Amt |
| Excess From Current Year | $539,571 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN THEATRE WING | |||||||
| 230 W 41ST STREET 1101 | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL FUND | $40,000 |
| BROADWAY CARES | |||||||
| 165 W 64TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC | COVID-19 WORK | $25,000 |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | NONE | PUBLIC | RENOVATE LILLIE AUDITORIUM | $60,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC | COVID-19 EMERGENCY RESPONSE FUND | $25,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC | GERIATRIC PSYCHIATRY PROGRAM | $100,000 |
| RED BULL THEATRE | |||||||
| 191 7TH AVENUE 2S | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL FUND | $34,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 W 39TH ST 1200 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL FUND | $85,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC | SUPPORT FRONTLINE | $25,000 |
| AMERICAN THEATRE WING | |||||||
| 230 W 41ST STREET 1101 | NEW YORK | NY | 10036 | NONE | PUBLIC | OBIES VIRTUAL AWARD | $77,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $496,500 | 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 | $731 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,546 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $26,615 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $454,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $598,848 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $598,848 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET J FOFONOFF | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1483 | AddressLine1Txt |
| City | NO FALMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,152 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $550,816 | EOYBookValueAmt |
| EOYFMV | $587,789 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,809,547 | EOYBookValueAmt |
| EOYFMV | $5,898,982 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GREEN ART, INC | AT COST | $201,585 | $201,585 |
| ART LAB, LLC | AT COST | $431,188 | $431,188 |
| OUTSIDE THE BOX, LLC | AT COST | $50,000 | $50,000 |
| SHELTER IN JOY, LLC | AT COST | $76,751 | $76,751 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP | $28,437 | $7,109 | $21,328 |
| NUTTER MCCLENNEN & FISH LLP (ART LAB, LLC) | $29,670 | $0 | $29,670 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORM PC FILING FEE | $125 | $0 | $125 |
| INVOICE SPECTRUMEDIA | $119 | $0 | $119 |
| SHAME PRODUCTIONS LLC | $186,751 | $0 | $186,751 |
| SHELTER IN JOY LLC | $58,620 | $0 | $58,620 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VAMP PRODUCTIONS, LLC 81-4629641 | $615 | $0 | $615 |
| COME FROM AWAY LONDON | $26,000 | $0 | $26,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT | Desc |
| Amt | $16,297 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Amt | $55,318 | Amt |
| Net Investment Income | $35,957 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,361 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FORM 355-7004 BALANCE DUE 2019 GREEN ART, INC. | $500 | $0 | $0 |
| MA FORM 355-ES Q4 2020 GREEN ART, INC. | $456 | $0 | $0 |
| COMMONWEALTH OF MASSACHUSETTS | $537 | $0 | $0 |
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