PANNELL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PANNELL FAMILY FOUNDATION (EIN 45-6671361)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-08
- IRS object ID
- 202502519349101180
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- 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 | 2025-09-08T19:00:40-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | 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 | 456671361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pannell Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WESLEY KARGER | InCareOfNm |
| Business Name Control | PANN | BusinessNameControlTxt |
| Phone | 6177204500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Twinfocus 75 Park Plaza | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wes PANNELL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2127333000 | PhoneNum |
| Signature | 2025-09-08 | 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 | Michael Sales | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2025-08-26 | 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 | $10,946,707 | 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 | $306,680 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $333,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $333,455 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $387,953 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,739,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $387,953 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,028,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $721,557 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,090 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,090 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,100 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,845 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,851 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,434 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $984,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $984,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,182,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,104,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $665,656 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,131,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $954,282 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $954,282 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $3,072,660 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,388,230 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,388,230 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,627,225 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,604,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,604,195 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,831,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,946,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,946,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,831,628 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,946,707 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,831,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,946,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,831,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,946,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,831,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $269,311 | OtherIncreasesAmt |
| Subtotal | $10,946,707 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,946,707 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,421,678 | $3,351,404 | $70,274 | $70,274 | |
| CAPITAL GAIN DIVIDENDS | $317,679 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $387,953 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,253 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,253 | SubtotalAmt |
| Tax Based On Investment Income | $9,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,147 | OverpaymentAmt |
| Applied To ES Tax | $2,147 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY KARGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177204500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TWINFOCUS 75 PARK PLAZA | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SALLY W CURRIER | ||||||||
| 300 BOYLSTON STREET APT No 1004 | BOSTON | MA | 02116 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| BENJAMIN I PANNELL | ||||||||
| 45 TEMPLE STREET UNIT 508 | BOSTON | MA | 02114 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MADELEINE J PANNELL | ||||||||
| 16 Pine Ridge Rd | Newton | MA | 02468 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| WESLEY KARGER | ||||||||
| C/O Twinfocus 75 Park Plaza | BOSTON | MA | 02116 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| BRENDAN MORRISON | ||||||||
| 16 Pine Ridge Rd | newton | MA | 02468 | TRUSTEE | 10.0 | $108,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHWAB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 MAIN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $51,100 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,239,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $806,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,046,652 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,046,652 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,700 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,880,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $544,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $544,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,253 | TotalTaxAmt |
| Distributable Before Adj | $534,795 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $534,795 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $534,795 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,104,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,104,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $534,795 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,773 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,104,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $534,795 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $569,929 | RemainingDistriFromCorpusAmt |
| Total Corpus | $634,702 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $634,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $64,773 | ExcessFromYear1Amt |
| Excess From Current Year | $569,929 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAUL PANNELL SALLY CURRIER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Marine Biological Laboratory | |||||||
| 7 MBL Street | Woods Hole | MA | 02543 | N/A | PC | To support the mission of the organization | $33,750 |
| Society for the Preservation of New England Antiqu | |||||||
| 141 Cambridge Street | Boston | MA | 02114 | N/A | PC | To support the mission of the organization | $6,000 |
| Vanguard Charitable | |||||||
| PO Box 9509 | Warwick | RI | 028899509 | N/A | PC | To support the mission of the organization | $300,000 |
| Boys And Girls Clubs of Boston | |||||||
| 200 High Street Suite 3B | Boston | MA | 02110 | N/A | PC | To support the mission of the organization | $100,000 |
| Boston Medical Center Corporation | |||||||
| 85 E CONCORD STREET ROOM 2212 | BOSTON | MA | 021182335 | N/A | PC | To support the mission of the organization | $30,000 |
| Association for Autism and Neurodiversity Inc | |||||||
| 85 Main Street Suite 3 | Watertown | MA | 02472 | N/A | PC | To support the mission of the organization | $35,000 |
| Combined Jewish Philanthropies of Greater Boston I | |||||||
| Kraft Family Building 126 High Stre | BOSTON | MA | 02110 | N/A | PC | To support the mission of the organization | $27,500 |
| Winsor School Inc | |||||||
| 103 PILGRIM RD | BOSTON | MA | 022154142 | N/A | PC | To support the mission of the organization | $20,000 |
| Foundation to Combat Anti-Semitism Inc | |||||||
| 1 PATRIOT PL | FOXBOROUGH | MA | 020351374 | N/A | POF | To support the mission of the organization | $100,000 |
| Raw Art Works Inc | |||||||
| 37 Central Square | Lynn | MA | 01901 | N/A | PC | To support the mission of the organization | $25,000 |
| Boston Symphony Orchestra Inc | |||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | N/A | PC | To support the mission of the organization | $25,000 |
| Medicines For Humanity | |||||||
| 800 Hingham Street Suite 200 | Rockland | MA | 02370 | N/A | PC | To support the mission of the organization | $10,000 |
| Hestia Fund | |||||||
| PO BOX 170058 | BOSTON | MA | 021170068 | N/A | PC | To support the mission of the organization | $7,000 |
| Pizza to the Polls | |||||||
| 225 NE WYGANT ST | PORTLAND | OR | 972113279 | N/A | PC | To support the mission of the organization | $5,000 |
| WGBH Educational Foundation | |||||||
| One Guest Street | BOSTON | MA | 02205 | N/A | PC | To support the mission of the organization | $50,000 |
| Friends Of The Public Garden Inc | |||||||
| 69 BEACON ST | BOSTON | MA | 021083422 | N/A | PC | To support the mission of the organization | $10,000 |
| Dearborn Academy | |||||||
| 19310 FORD ROAD | Dearborn | MI | 481282403 | N/A | PC | To support the mission of the organization | $10,000 |
| Friends of the Forum | |||||||
| 33541 SEA GULL CT | DANA POINT | CA | 926291829 | N/A | PC | To support the mission of the organization | $30,000 |
| Steppingstone Foundation | |||||||
| One Appleton Street | BOSTON | MA | 02116 | N/A | PC | To support the mission of the organization | $10,000 |
| New Profit Inc | |||||||
| 99 Bedford St Suite 500 | BOSTON | MA | 02111 | N/A | PC | To support the mission of the organization | $100,000 |
| Thrive Scholars | |||||||
| 606 S OLIVE ST STE 2150 | LOS ANGELES | CA | 900141649 | N/A | PC | To support the mission of the organization | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $984,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $333,455 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $387,953 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $721,707 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $721,707 | 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 |
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 Person | Saul J PANNELL 2010 CHARITABLE LEAD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BOYLSTON STREET APT NO 1004 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $306,680 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,950 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | CHARLES SCHWAB | ContractorPersonNm |
| Explanation | PROVIDES INVESTMENT MANAGEMENT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME I | $532,164 | $532,164 |
| DOUBLELINE TOTAL RETURN BOND I | $536,748 | $536,748 |
| VANGUARD EMERGING MARKET | $434,974 | $434,974 |
| VANGUARD HIGH-YIELD CORP | $0 | $0 |
| VANGUARD ULTRA-SHORT-TER | $448,673 | $448,673 |
| ARTISAN HIGH INC INSTITUTIONAL | $564,067 | $564,067 |
| RIVER CANYON TOTAL RETURN BOND | $871,604 | $871,604 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SELECT SECTOR UTI SELECT | $0 | $0 |
| BROWN CAPITAL MGMT INTL | $0 | $0 |
| EATON VANCE ATLANTA CAP I | $1,322,902 | $1,322,902 |
| FIDELITY CONTRAFUND | $1,157,145 | $1,157,145 |
| HARTFORD CAP APPRECIATION I | $525,646 | $525,646 |
| HARTFORD INTERNATIONAL V | $508,615 | $508,615 |
| OAKMARK INTERN INVESTOR | $0 | $0 |
| VANGUARD DIVIDEND GROWTH | $1,859,987 | $1,859,987 |
| ISHARES CORE MSCI EAFE | $1,229,900 | $1,229,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL PROCESSING FEES | $538 | $538 |
| MA FILING FEE | $500 | $500 |
| WEBSITE EXPENSES | $264 | $264 |
| BANK CHARGES | $132 | $132 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Refund | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $269,311 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $51,100 | Amt |
| Net Investment Income | $51,100 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES PAID | $21,994 | |
| FOREIGN TAXES PAID | $2,851 | $2,851 |
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