WANG FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202021959349100002
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T06:41:50-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041378465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222858458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WANG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY KATHLEEN O'CONNELL TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WANG | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY-KATHLEEN O'CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701133 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.130.14.78 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 07:32:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 974902F0AF95E6CC8094C64C2A78B1BA107855FB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 974902F0AF95E6CC8094C64C2A78B1BA107855FB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,820,903 | 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 | $91 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $492,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,120 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,677 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,291 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,645 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,645 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,091 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,106 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,842 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $381,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $381,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $464,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,842 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$293,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,047 | CashBOYAmt |
| Cash EOY | $52,938 | CashEOYAmt |
| Cash EOYFMV | $52,938 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$6,831 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$6,831 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $832,512 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $475,482 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $480,860 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $952,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,020,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,249,466 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $45,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,470 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,887,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,587,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,820,903 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,887,916 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,587,506 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,887,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,887,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,587,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,887,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$293,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,000 | OtherIncreasesAmt |
| Subtotal | $1,600,256 | SubtotalAmt |
| Other Decreases | $12,750 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30,000 US TREAS NTS 1.375% 02/28/19 | P | 2016-08-15 | 2019-02-06 | $29,953 | $30,012 | -$59 | -$59 |
| 700 SHS COLGATE PALMOLIVE | P | 2003-12-30 | 2019-05-23 | $50,101 | $17,525 | $32,576 | $32,576 |
| 40,000 US TREAS NTS 1.625% 07/31/19 | P | 2016-08-15 | 2019-05-31 | $39,925 | $40,055 | -$130 | -$130 |
| 110,000 US TREAS NTS 1.625% 07/31/19 | P | 2019-07-31 | $110,000 | $110,000 | $0 | $0 | |
| 100,000 US TREAS NTS 3.375% 11/15/19 | P | 2019-11-15 | $100,000 | $100,000 | $0 | $0 | |
| 50,000 US TREAS NTS 1.625% 06/30/20 | P | 2017-05-18 | 2019-11-21 | $49,969 | $50,059 | -$90 | -$90 |
| 25,000 US TREAS NTS 2.625% 05/15/21 | P | 2018-08-21 | 2019-11-21 | $25,336 | $25,009 | $327 | $327 |
| 300 SHS AUTOMATIC DATA PROCESSING | P | 1998-12-31 | 2019-11-25 | $50,945 | $5,529 | $45,416 | $45,416 |
| 400 SHS NOVARTIS AG SPONS ADR | P | 2019-11-25 | $36,228 | $19,148 | $17,080 | $17,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,120 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $423,442 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,060,974 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.138336 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $377,509 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,276,312 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.115224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $367,324 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,463,439 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.106058 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $440,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,757,070 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117208 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $526,862 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,177,289 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126125 | DistributionYr5Rt |
| Total Distribution | 0.602951 | TotalDistributionRt |
| Average Distribution | 0.120590 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,934,896 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $353,919 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $355,077 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $404,095 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,158 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,682 | OverpaymentAmt |
| Applied To ES Tax | $1,682 | 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 | MARY-KATHLEEN O'CONNELL ESQ | IndividualWithBooksNm |
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP 100 NORTHERN | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 | 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 | 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 (4 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK A WANG | |||||||||
| 118 HUNTINGTON AVENUE APT601 | BOSTON | MA | 02116 | TRUSTEE | 4.00 | $20,000 | $0 | $0 | |
| COURTNEY S WANG | |||||||||
| 14114 DALLAS PARKWAY SUITE 300 | DALLAS | TX | 75240 | TRUSTEE | 0.50 | $1,000 | $0 | $0 | |
| MARY KATHLEEN O'CONNELLESQ | |||||||||
| GOODWIN PROCTER LLP 100 NORTHERN | BOSTON | MA | 02210 | TRUSTEE | 2.00 | $24,291 | $0 | $0 | AVE |
| GOODWIN PROCTER LLP | |||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | LEGAL FEE | 0.50 | $30,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,861,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,979,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,979,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,934,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,158 | TotalTaxAmt |
| Distributable Before Adj | $145,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,095 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $404,095 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,158 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $402,937 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $323,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $256,566 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $197,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $215,488 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $275,999 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,269,042 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,095 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,587 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $258,508 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,527,550 | 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 | $323,275 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,204,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $256,566 | ExcessFromYear4Amt |
| Excess From Year3 | $197,714 | ExcessFromYear3Amt |
| Excess From Year2 | $215,488 | ExcessFromYear2Amt |
| Excess From Year1 | $275,999 | ExcessFromYear1Amt |
| Excess From Current Year | $258,508 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | OPEN NOTES PROJECT | $25,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $20,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| BIRCHES SCHOOL | |||||||
| PO BOX 237 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $5,000 |
| BIRCHES SCHOOL | |||||||
| PO BOX 237 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $10,000 |
| BOCH CENTER | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $40,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 38 ASH STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $25,000 |
| BROWN UNIVERSITY - SCHOOL OF PUBLIC HEALTH ANNUAL FUND | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | SCHOOL OF PUBLIC HEALTH ANNUAL FUND | $1,000 |
| BROWN UNIVERSITY-ANNUAL FUND | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL & ALUMNI MAGAZINE | $1,000 |
| BROWN UNIVERSITY-FA WANG SCHOLARSHIP FUND | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | STUDENT SCHOLARSHIPS | $10,000 |
| CHILDRENS HOSPITAL - BOSTON | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $1,000 |
| COLORADO COLLEGE | |||||||
| 14 E CACHE LA POUDRE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | TIGER PRIDE FUND | $1,000 |
| ENVIRONMENTAL LEAGUE OF MASSACHUSETTS | |||||||
| 14 BEACON ST SUITE 714 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $1,500 |
| GIVE THE KIDS THE WORLD FOUNDATION | |||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $1,000 |
| GOOD SHEPHARD COMMUNITY CARE | |||||||
| 90 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $250 |
| HIGH MOUNTAIN INSTITUTE | |||||||
| PO BOX 970 | LEADVILLE | CO | 80461 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $20,000 |
| MAKE A WISH FOUNDATION | |||||||
| 4742 NORTH 24TH ST SUITE 400 | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | CURRENT PROGRAMS | $1,000 |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $1,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC CHARITY | GIFT TO THE CLASS OF 1978 | $1,000 |
| NEW ENGLAND CENTER FOR ARTS AND TECHNOLOGY | |||||||
| 23 BRADSTON STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $10,000 |
| PRIMARY SOURCE | |||||||
| 101 WALNUT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | YEAR 2 OF 3 YEAR GRANT | $30,000 |
| READERS 2 LEADERS | |||||||
| 2223 SINGLETON BLVD ST 140 | DALLAS | TX | 75212 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $30,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ALLISON | $25,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ANDREA | $100 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $100 |
| SHADY HILL SCHOOL - FA WANG SCHOLARSHIP FUND | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT YEAR | $5,000 |
| SHADY HILL SCHOOL ANNUAL FUND | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $7,500 |
| SOUTH COVE CAPITAL CAMPAIGN | |||||||
| 288 WASHINGTON STREET | QUINCY | MA | 02169 | NONE | PUBLIC CHARITY | SUPPORT TO BUILD THE NEW SOUTH COVE MANOR | $10,000 |
| THE HOCKADAY SCHOOL | |||||||
| 14114 DALLAS PARKWAY | DALLAS | TX | 75254 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL & SCHOLARSHIPS | $1,000 |
| THE YMCA OF GREATER BOSTON - 2018 SPARK PARTY | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | 2017 SPARK PARTY | $10,000 |
| THE YMCA OF GREATER BOSTON - ANNUAL FUND | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $15,000 |
| TUFTS UNIVERSITY | |||||||
| 650 FOREST ST | MEDFORD | MA | 02149 | NONE | PUBLIC CHARITY | LACROSSE ANNUAL FUND | $10,000 |
| TUFTS UNIVERSITY | |||||||
| 650 FOREST ST | MEDFORD | MA | 02149 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $50,000 |
| WGBH | |||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $381,450 | 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 | $91 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,559 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $171,116 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,116 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SHS ACCENTURE PLC CL A | $33,018 | $42,114 |
| 500 SHS ALCON INC | $22,964 | $28,285 |
| 14 SHS ALPHABET INC CL C | $16,843 | $18,718 |
| 8 SHS AMAZON.COM INC | $15,020 | $14,783 |
| 200 SHS DISNEY WALT CO | $29,422 | $28,926 |
| 500 SHS AUTOMATIC DATA PROCESSING INC | $9,216 | $85,250 |
| 800 SHS EXXON/MOBIL CORP | $19,968 | $55,824 |
| 600 SHS FASTENAL CO | $36,372 | $44,340 |
| 200 SHS GILEAD SCIENCES INC | $18,054 | $12,996 |
| 1100 SHS JOHNSON & JOHNSON | $28,067 | $160,457 |
| KINDER MORGAN INC | $51,175 | $52,925 |
| 300 SHS MASTERCARD INC | $29,175 | $89,577 |
| 2200 SHS MERCK & CO | $84,733 | $200,090 |
| 1200 SHS PROCTER & GAMBLE | $31,756 | $149,880 |
| 2800 SHS CISCO SYSTEMS INC | $54,751 | $134,288 |
| 2000 SHS INTEL CORP | $58,345 | $119,700 |
| 1000 SHS MICROSOFT | $26,544 | $157,700 |
| 700 SHS EMERSON ELECTRIC CO | $19,526 | $53,382 |
| 2300 SHS COCA COLA | $47,518 | $127,305 |
| 1000 SHS SOUTHERN CO | $28,189 | $63,700 |
| 200 SHS STATE STREET CORP | $14,610 | $15,820 |
| 1100 SHS NOVARTIS AG SPOMSORED ADR | $31,943 | $66,283 |
| 2500 SHS UNILEVER PLC SPONSORED ADR | $56,731 | $142,925 |
| 800 SHS PEPSICO INC | $57,028 | $109,336 |
| 1000 SHS WALGREENS BOOTS ALLIANCE INC | $35,279 | $58,960 |
| 500 SHS ISHARES MSCI EAFE INDEX FD | $39,378 | $34,720 |
| 1200 SHS VERIZON COMM | $38,976 | $73,680 |
| 200 SHS QUALCOMM INC | $14,394 | $17,646 |
| 600 SHS UNITED TECHNOLOGIES | $71,922 | $89,856 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $475,482 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $480,860 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1000 SHS VANGUARD FTSE EMERGING MKT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $45,000 | BookValueAmt |
| EOYFMV | $44,470 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $30,000 | LegalFeesAmt |
| Net Investment Income | $30,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT - 2018 CONTRIBUTIONS REFLECTED IN BK VALUE | Desc |
| Amt | $12,750 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE EXPENSES | $3,021 | $3,021 | $0 |
| FILING FEE | $35 | $35 | $0 |
| ADR FEE | $50 | $50 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT - 2019 CONTRIBUTIONS NOT REFLECTED IN BK VALUE | Desc |
| Amt | $6,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $3,838 | $0 | $0 |
| FOREIGN TAXES | $1,091 | $1,091 | $0 |
Comments