AMELIA PEABODY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMELIA PEABODY FOUNDATION (EIN 04-6036558)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349106034
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:33:54-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042943536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tonneson & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Edgewater Place Suite 300 | AddressLine1Txt |
| City | Wakefield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018806208 | 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 | 046036558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amelia Peabody Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Margaret N St Clair | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMEL | BusinessNameControlTxt |
| Phone | 7812376468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Hollis Street | AddressLine1Txt |
| City | Wellesley | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Margaret StClair | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7812376468 | 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 | Margaret | PersonFirstNm |
| Person Last | StClair | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Heidi E MacLean | PreparerPersonNm |
| PTIN | P00840184 | PTIN |
| Phone | 7812459999 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
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 | $182,860,415 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,398,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,439,220 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,608,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,174,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,608,366 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,557,467 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,781,336 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,564,295 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,828,922 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $724,245 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $471,478 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $252,767 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $724,053 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $253,244 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $470,809 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,302,373 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $648,667 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $653,706 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $134,405 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $67,203 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $67,202 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $565,438 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $533,997 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,442 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $195,726 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,887 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $37,824 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $60,441 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $37,933 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $22,508 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $53,473 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $29,357 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $24,116 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,793 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,836,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,122,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,593,581 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,284,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,284,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,120,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,122,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,877,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,555,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,706,363 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,121,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,328,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,328,161 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $40,562 | AcctRcvblAmt |
| Acct Rcvbl BOY | $80,009 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $40,562 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $40,562 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $4,063 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,063 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $139,126,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $132,491,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $177,487,629 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $142,327,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,864,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $182,860,415 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,768 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $65,533 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $3,884,293 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,139,666 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,887,061 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,205,199 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $138,440,757 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $133,659,034 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,440,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,659,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,327,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,864,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,440,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,555,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $209,199 | OtherIncreasesAmt |
| Subtotal | $134,094,097 | SubtotalAmt |
| Other Decreases | $435,063 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $133,659,034 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $50,174,747 | GrossSalesPriceAmt |
| Cost Or Other Basis | $48,566,381 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,608,366 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,608,366 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,608,366 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $176,613 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $211,613 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $173,995 | OverpaymentAmt |
| Applied To ES Tax | $173,995 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | ameliapeabody.org | WebsiteAddressTxt |
| Individual With Books | US Bank | IndividualWithBooksNm |
| Phone | 2157619341 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 South 16th Street Suite 2000 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (6 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 St Clair | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Executive Director | 45.00 | $331,802 | $385,088 | $0 |
| Bayard Waring | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Trustee | 6.00 | $20,000 | $9,692 | $0 |
| Phillip Waring | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Trustee | 6.00 | $20,000 | $13,672 | $0 |
| Deborah Carlson | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Trustee | 6.00 | $20,000 | $0 | $0 |
| Dolores Reid | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Trustee | 6.00 | $20,000 | $0 | $0 |
| Joseph Kelly | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Chief Investment Officer | 45.00 | $312,443 | $287,727 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Alex Eisenzopf | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Grant Making Program | 40.00 | $193,449 | $200,170 | $0 |
| Joanne Smith | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Assistant Director | 40.00 | $189,055 | $164,185 | $0 |
| Thomas St Clair | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Grant Making Program | 40.00 | $131,406 | $167,538 | $0 |
| William Richards | ||||||||
| 1 Hollis Street | Wellesley | MA | 02482 | Investment Program D | 40.00 | $201,981 | $69,357 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|
| Tonneson & Company PC | |||||
| 401 Edgewater Place Suite 300 | Wakefield | MA | 01880 | Accounting Fees | $134,405 |
| Prime Buchholz & Assoc | |||||
| 10 Post Office Sq N Tower 580 | Boston | MA | 02109 | Investment Advice | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $163,130,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,989,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,119,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,119,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,566,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,553,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,427,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,427,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,618 | TotalTaxAmt |
| Distributable Before Adj | $8,390,034 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,390,034 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,390,034 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,877,581 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,877,581 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,877,581 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,390,034 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $263,250 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,569 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,819 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $581,638 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,877,581 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,877,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $512,453 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $512,453 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,185 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,185 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $69,185 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Margaret N St Clair | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Hollis Street | AddressLine1Txt |
| City | Wellesley | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812376468 | RecipientPhoneNum |
| Recipient Email Address | PStClair@ameliapeabody.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Application and other requirements on web page ameliapeabody.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Quarterly on web page ameliapeabody.org | SubmissionDeadlinesTxt |
| Restrictions On Awards | Qualifying organizations that operate in Massachusetts | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See attached schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Hollis Street | AddressLine1Txt |
| City | Wellesley | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | See attached schedule | RecipientRelationshipTxt |
| Recipient Foundation Status | See attached schedul | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See attached schedule | GrantOrContributionPurposeTxt |
| Amt | $6,284,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,284,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See attached schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Hollis Street | AddressLine1Txt |
| City | Wellesley | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | See attached schedule | RecipientRelationshipTxt |
| Recipient Foundation Status | See attached schedul | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See attached schedule | GrantOrContributionPurposeTxt |
| Amt | $2,067,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,067,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,439,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $959,242 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,775,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,608,366 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income- Limited Partnerships | Desc |
| Unrelated Business Taxbl Incm | -$218,475 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$218,475 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,823,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $959,242 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,564,295 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11b | LineNumberTxt |
| Relationship Statement | Any distributions or earnings on limited partnerships are used to accomplish its exempt purpose. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $134,405 | Amt |
| Net Investment Income | $67,203 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $67,202 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock & Partnerships | StockNm |
| EOY Book Value | $132,491,447 | EOYBookValueAmt |
| EOYFMV | $177,487,629 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Post Retirement Pension | Desc |
| Amt | $435,063 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $21,944 | $10,692 | $11,252 |
| Office | $54,056 | $32,101 | $21,955 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Income- Limited Partnerships | $1,770,036 | $1,770,036 | $1,770,036 |
| Other | $5,906 | $5,906 | $5,906 |
| PTP Suspended Loss | $5,284 | ||
| Misc Income | $110 | ||
| Income- Limited Partnerships | -$218,475 | -$218,475 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Post Retirement Long Term Care | Desc |
| Amt | $209,199 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Net Post Retirement Pension Liability | $2,139,273 | $2,574,336 |
| Net Post Retirement Long Term Care Liability | $1,745,020 | $1,535,821 |
| Deferred Payroll Taxes | $0 | $29,509 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consulting fees | $123,032 | $99,631 | $23,401 |
| Custodial fees | $32,163 | $24,123 | $8,041 |
| Management fees | $243,493 | $243,493 | $0 |
| Investment advisory fees | $166,750 | $166,750 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $75,711 | $37,887 | $37,824 |
| Excise taxes | $120,015 | $0 | $0 |
Comments