MARY LINCOLN JOHNSON CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY LINCOLN JOHNSON CHARITABLE FOUNDATION (EIN 13-4281942)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349101477
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T10:56:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 134281942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY LINCOLN JOHNSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O KING & NAVINS PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 7812370150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT STREET NO 101 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD NAVINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812370150 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN W LAPIERRE CPA | PreparerPersonNm |
| PTIN | P00113727 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 142.147.8.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 18:10:10 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34679CA11CF4D2966400254EBCE2812DBA63455B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E03B8B0449D9CDEBF6D6FD6CE5DF8E0B3C58739B | 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 | $2,494,914 | 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 | $49,710 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $66,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,718 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $128,433 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $139,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,009 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,478 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,478 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,884 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,362 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,548 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,548 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,364 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $141,883 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $141,883 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $143,484 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $912,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $953,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,125,949 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $150,364 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $150,364 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $152,117 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,295,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,319,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,494,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,295,613 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,319,491 | 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 | $1,295,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,319,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,295,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,319,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,295,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $96 | OtherIncreasesAmt |
| Subtotal | $1,319,491 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,319,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHS. TEVA PHARMACEUTICAL | P | 2016-09-29 | 2019-09-03 | $3,360 | $23,555 | -$20,195 | -$20,195 |
| 1,000 SHS. GENERAL ELECTRIC COMPANY | P | 2006-03-24 | 2019-09-03 | $8,159 | $34,368 | -$26,209 | -$26,209 |
| 1,000 SHS. GENERAL ELECTRIC COMPANY | P | 2010-03-17 | 2019-09-03 | $8,159 | $18,483 | -$10,324 | -$10,324 |
| 100 SHS. MCDONALDS CORP | P | 2009-11-25 | 2019-09-03 | $21,731 | $6,490 | $15,241 | $15,241 |
| 200 SHS. NIKE INC CLASS B | P | 2006-04-21 | 2019-09-03 | $16,877 | $2,087 | $14,790 | $14,790 |
| 300 SHS. OMNICOM GROUP | P | 2005-12-07 | 2019-09-03 | $22,753 | $12,912 | $9,841 | $9,841 |
| 500 SHS. PERSPECTA INC | P | 2005-12-07 | 2019-09-03 | $12,921 | $2,191 | $10,730 | $10,730 |
| .742 SHS. WABTEC | P | 2019-02-26 | 2019-02-26 | $56 | $58 | -$2 | -$2 |
| 10 SHS. WABTEC | P | 2019-02-26 | 2019-09-03 | $660 | $781 | -$121 | -$121 |
| 150 SHS. HOME DEPOT INC | P | 2009-11-25 | 2019-09-03 | $33,757 | $4,217 | $29,540 | $29,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,291 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,248,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047959 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,154,544 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049895 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,012,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043357 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $111,702 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,013,329 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055481 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $118,838 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,163,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054934 | DistributionYr5Rt |
| Total Distribution | 0.251626 | TotalDistributionRt |
| Average Distribution | 0.050325 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,358,141 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $118,673 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $755 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $119,428 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $279 | OverpaymentAmt |
| Applied To ES Tax | $279 | 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 | RICHARD R NAVINS TRUSTEE | IndividualWithBooksNm |
| Phone | 7812370150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT STREET 101 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| PETER G JOHNSON | ||||||||
| 6 TIFFANY TRAIL | HOPKINTON | MA | 01748 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| DAVID B JOHNSON | ||||||||
| 24 BEECH DRIVE | BRUNSWICK | ME | 04011 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ANNE S EVANS | ||||||||
| 157 WATERMAN ST UNIT 2 | PROVIDENCE | RI | 02906 | CHAIR | 0.10 | $0 | $0 | $0 |
| THOMAS R JOHNSON | ||||||||
| 38 MORSE STREET | WESTBOROUGH | MA | 01581 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JOHN H JOHNSON | ||||||||
| 912 JAYSMITH STREET | GREAT FALLS | VA | 22066 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| BENJAMIN B JOHNSON | ||||||||
| 193 CHURCH ROAD | BRUNSWICK | ME | 04011 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| RICHARD R NAVINS | ||||||||
| 20 WALNUT STREET 101 | WELLESLEY | MA | 02481 | TRUSTEE | 0.50 | $5,000 | $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 | $2,242,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,253 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,394,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,394,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,358,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,509 | TotalTaxAmt |
| Distributable Before Adj | $116,398 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,398 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,398 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,398 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,637 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $550 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $24,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,398 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,398 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,789 | 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 | $239 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,000 | ExcessFromYear4Amt |
| Excess From Year2 | $550 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RHODE ISLAND FIRE CHIEF FLIGHT HUB | |||||||
| 150 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | CHARITBALE | $5,000 |
| TRAVIS MILLS FOUNDATION | |||||||
| 89 WATER STREET | HALLOWELL | ME | 04347 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SAFESPOT | |||||||
| PO BOX 148 | FAIRFAX | VA | 22038 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| HOPE HOSPICE & PALLIATIVE CARE | |||||||
| 1324 BELLMONT STREET SUITE 202 | BROCKTON | MA | 02301 | NONE | HEALTH CARE | HEALTH CARE | $10,000 |
| KEEPSMILIN4ABBIE FOUNDATION | |||||||
| 12 TERESA RD | HOPKINTON | MA | 01748 | NONE | HEALTH CARE | HEALTH CAREHEALTH CARE | $5,000 |
| CLOTHES TO KIDS RI INC | |||||||
| 77 RESERVOIR AVE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | HEALTH CARE | HEALTH CARE | $10,000 |
| THE MICHAEL LISNOW RESPITE CENTER | |||||||
| 112 MAIN STREET | HOPKINTON | MA | 01748 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PANDAS NETWORK | |||||||
| 655 OAK GROVE AVENUE 1373 | MENLO PARK | CA | 94026 | NONE | HEALTH CARE | HEALTH CARE | $10,000 |
| GLOBE SANTA | |||||||
| PO BOX 491 | MEDFORD | MA | 02155 | NONE | CHARITABLE | CHARITABLE | $5,000 |
| PREBLE STREET | |||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | NONE | CHARITABLE | CHARITABLE | $5,000 |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | NONE | CHARITABLE | CHARITABLE | $5,000 |
| WATER WELL TRUST | |||||||
| PO BOX 2399 | DAVIDSON | NC | 28036 | NONE | COMMUNITY CARE (CLEA | COMMUNITY CARE | $10,000 |
| PARMENTER FOUNDATION | |||||||
| 260 BOSTON POST ROAD 5 | WAYLAND | MA | 01778 | NONE | CHARITABLE | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $89,434 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,434 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HELEN B JOHNSON | |||||||
| 1 | 56 BARIBEAU DRIVE | BRUNSWICK | ME | 040112920 | $25,000 | Yes (X) | |
| HELEN B JOHNSON | |||||||
| 2 | 56 BARIBEAU DRIVE | BRUNSWICK | ME | 040112920 | $24,710 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 298 SHS. MERCK & CO. | NoncashPropertyDesc |
| Fair Market Value | $24,710 | FairMarketValueAmt |
| Received | 2019-11-05 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $150,364 | EOYBookValueAmt |
| EOYFMV | $152,117 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK & EQUITY INVESTMENTS | $914,590 | $2,115,699 |
| PREFERRED STOCK | $39,290 | $10,250 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $141,883 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $143,484 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV/TAX BASIS ADJUSTMENT | Desc |
| Amt | $96 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,478 | Amt |
| Net Investment Income | $7,478 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,814 | $0 | $0 |
| STATE FILING FEE | $70 | $70 | $0 |
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