MARIANNE J H WITHERBY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARIANNE J H WITHERBY FOUNDATION (EIN 04-3540155)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-21
- IRS object ID
- 202032959349100313
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-21T13:07:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FEDERAL ST 29 FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103179 | 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 | 043540155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIANNE J H WITHERBY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | LEIHA MACAULEY ET AL TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 6173454600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEIHA MACAULEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173454600 | PhoneNum |
| Signature | 2020-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEIHA MACAULEY | PreparerPersonNm |
| PTIN | P00956157 | PTIN |
| Phone | 6173454600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 205.132.218.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-16 | IPDt |
| IP Tm | 10:23:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 09CB42D3DC01A9D1829D858A14E35CF95BC78336 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A734058C44C96A7749D83DE9EC1C466EEA416639 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,237,813 | 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 | $955 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $955 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $955 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,934 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,826 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,303 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $587 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $587 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $71,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,779 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,781 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,095 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,548 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,548 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,548 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $888 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $888 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $888 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,391 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,327 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6,196 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,196 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,033 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,632 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,632 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,632 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,632 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,983 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,149 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $316 | CashBOYAmt |
| Cash EOY | $247 | CashEOYAmt |
| Cash EOYFMV | $247 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,729 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $492,736 | CorporateStockBOYAmt |
| Corporate Stock EOY | $486,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $926,274 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $255,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $255,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $265,563 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $765,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $787,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,237,813 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $765,244 | CapitalStockBOYAmt |
| Capital Stock EOY | $787,834 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $117 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $765,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $787,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $765,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $787,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $765,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,814 | ExcessRevenueOverExpensesAmt |
| Other Increases | $694 | OtherIncreasesAmt |
| Subtotal | $788,903 | SubtotalAmt |
| Other Decreases | $952 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $787,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100SH AUTOMATIC DATA PROCESSING | P | 2008-03-13 | 2019-02-27 | $15,220 | $3,474 | $11,746 | $11,746 |
| 50SH AUTOMATIC DATA PROCESSING | P | 2008-03-13 | 2019-05-16 | $8,086 | $1,737 | $6,349 | $6,349 |
| 300SH CYSCO SYSTEMS | P | 2010-11-17 | 2019-02-27 | $15,363 | $5,916 | $9,447 | $9,447 |
| 50SH LOGMEIN | P | 2018-11-27 | 2019-11-14 | $3,643 | $4,356 | -$713 | -$713 |
| 200SH LOGMEIN | P | 2018-02-22 | 2019-11-14 | $14,571 | $23,473 | -$8,902 | -$8,902 |
| 100SH SYSCO CORP | P | 2008-01-18 | 2019-11-22 | $7,882 | $2,819 | $5,063 | $5,063 |
| 40SH ALCON | P | 2012-02-21 | 2019-05-16 | $2,443 | $1,349 | $1,094 | $1,094 |
| 40SH ALCON | P | 2011-11-22 | 2019-07-22 | $2,395 | $1,303 | $1,092 | $1,092 |
| 50SH HERSHEY CORP | P | 2007-11-15 | 2019-11-22 | $7,339 | $1,983 | $5,356 | $5,356 |
| 50SH CLOROX CORP | P | 2007-08-16 | 2019-02-27 | $7,885 | $2,903 | $4,982 | $4,982 |
| 200SH DOW | P | 2006-08-25 | 2019-05-16 | $10,610 | $7,637 | $2,973 | $2,973 |
| CAPITAL GAINS DIVIDENDS | P | $816 | $816 | $816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,303 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$713 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,081 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,178,027 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040815 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,118 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,148,695 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036666 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,782 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,092,102 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039174 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,022 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,071,213 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031760 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,369 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,084,136 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062141 | DistributionYr5Rt |
| Total Distribution | 0.210556 | TotalDistributionRt |
| Average Distribution | 0.042111 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,190,770 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,145 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $500 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,632 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,000 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,000 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,000 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $587 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,087 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,087 | OverpaymentAmt |
| Applied To ES Tax | $1,087 | 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 | LEIHA MACAULEY ESQ | IndividualWithBooksNm |
| Phone | 6173454600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE B WITHERBY | ||||||||
| 23 HIDDEN BROOK DRIVE | WELLS | ME | 04090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEIHA MACAULEY ESQ | ||||||||
| DAY PITNEY LLP ONE FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $1,159,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,208,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,208,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,190,770 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,000 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,000 | TotalTaxAmt |
| Distributable Before Adj | $58,539 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,539 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,539 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,632 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $38,632 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,632 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,163 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,632 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,163 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $35,070 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEIHA MACAULEY ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173454600 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAREER COLLABORATIVE INC | ||||||
| 77 SUMMER STREET | BOSTON | MA | 02110 | CHARITY | SUPPORT FOR JOB READINESS PROGRAM | $10,000 |
| BERKLEE COLLEGE OF MUSIC INC | ||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | CHARITY | SUPPORT FOR IMMERSIVE TOOLS PROJECT | $10,000 |
| FAMILIES FIRST PARENTING PROGRAMS INC | ||||||
| 9 GALEN STREET SUITE 400 | WATERTOWN | MA | 02472 | CHARITY | SUPPORT OF POWER OF PARENTING PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $955 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,826 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,740 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,108 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,775 | Amt |
| Net Investment Income | $888 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $888 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $888 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CHARITY SUBMISSION DETAILS | IdentifierTxt |
| Form And Line Reference | PART XV, LINE 2B | FormAndLineReferenceDesc |
| Medium Explanation | THE MARIANNE J H WITHERBY FOUNDATION REQUEST FUNDS PROPOSAL IS THE FORM THAT MUST BE SUBMITTED TO REQUEST FUNDS. AMONG INFORMATION THAT NEEDS TO BE INCLUDED IS:IRS LETTER CONFIRMING TAX EXEMPT STATUSCURRENT BOARD LIST WITH RELEVANT BACKGROUND INFORMATIONVARIOUS OTHER FINANCIAL INFORMATION | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $486,661 | EOYBookValueAmt |
| EOYFMV | $926,274 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $255,314 | BookValueAmt |
| EOYFMV | $265,563 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,095 | LegalFeesAmt |
| Net Investment Income | $1,548 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,548 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,548 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDENDS INCLUDED IN 2019 INCOME, NOT RECEIVED UNTIL 2020 | $649 |
| ROUNDING ADJUSTMENT | $2 |
| LEGAL FEE PAID INCLUDED AS 2018 EXPENSE, NOT PAID UNTIL 2019 | $301 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 FORM 990-PF IRS OVERPAYMENT | Desc |
| Revenue And Expenses Per Books | $587 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $587 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS INCLUDED IN 2018 INCOME, NOT RECEIVED UNTIL 2019 | Desc |
| Amt | $694 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CUSTODIAL FEES ALLOCABLE TO NET INVESTMENT INCOME | $9,913 | $9,062 | $4,957 | $4,957 |
| INVESTMENT MANAGEMENT FEES ALLOCABLE TO NET INVESTMENT INCOME | $2,478 | $2,265 | $1,239 | $1,239 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $397 | $397 | $0 | $0 |
| STATE FILING FEE | $35 | $35 | $0 | $0 |
| 2018 990-PF IRS OVERPAYMENT | $587 | $587 | $0 | $0 |
| ADR FEES | $14 | $14 | $0 | $0 |
Comments