AMELIA PEABODY CHARITABLE FUND TRS: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AMELIA PEABODY CHARITABLE FUND TRS (EIN 23-7364949)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349101598
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- 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 | 2020-11-12T12:04:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043236498 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER & SHUFFAIN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INTERNATIONAL PLACE SUITE 1010 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 237364949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY CHARITABLE FUND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMEL | BusinessNameControlTxt |
| Phone | 6174516178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET NO 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALEB LORING III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174516178 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN D CANDELARIO | PreparerPersonNm |
| PTIN | P00739148 | PTIN |
| Phone | 6174472700 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.147.160.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 15:57:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 226DA79F8D459F06D9979F5C0EA29B7132A4D3E4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5DFD47D5938E4F0EB6558E32278CFF63090FCAA6 | 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 | $187,007,414 | 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 | $87,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,926,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,926,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,489,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,592,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,489,785 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $206,111 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112,497 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,709,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,528,385 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $400,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $320,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $244,300 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,430 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $219,870 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $55,332 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,533 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $49,799 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,110 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,110 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $43,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $357,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $341,316 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,803 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $211,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $139,487 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,243 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $38,304 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,597 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,459 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,138 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,138 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,384 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,468,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $645,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $729,547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,264,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,264,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,733,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $645,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,994,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,023,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,883,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,744 | CashBOYAmt |
| Cash EOY | $85,788 | CashEOYAmt |
| Cash EOYFMV | $85,788 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,173,335 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,356,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,356,492 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $13,592,720 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,580,773 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,706,246 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $75,295,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,996,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $143,461,721 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,637,848 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,636,417 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,806,624 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,136,832 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,240,081 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,587,249 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,460,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $457,549 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,041,598 | LandBOYAmt |
| Land EOY | $1,003,294 | LandEOYAmt |
| Land EOYFMV | $1,003,294 | LandEOYFMVAmt |
| Total Assets BOY | $114,938,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,899,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $187,007,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $124,524,483 | CapitalStockBOYAmt |
| Capital Stock EOY | $124,524,483 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$9,586,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$10,625,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,938,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,899,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,938,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,899,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,938,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,023,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $79,508 | OtherIncreasesAmt |
| Subtotal | $113,993,881 | SubtotalAmt |
| Other Decreases | $94,834 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,899,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $5,609,572 | $5,866,926 | -$257,354 | -$257,354 |
| PUBLIC TRADED SECURITIES | P | $20,983,068 | $18,235,929 | $2,747,139 | $2,747,139 |
| PUBLIC TRADED SECURITIES | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,489,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,667,829 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $173,693,235 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055660 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,356,635 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $165,456,988 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056550 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,108,071 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $153,155,147 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052940 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,919,329 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $158,779,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,273,106 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $163,399,477 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050631 | DistributionYr5Rt |
| Total Distribution | 0.265657 | TotalDistributionRt |
| Average Distribution | 0.053131 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $172,949,623 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,188,986 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58,832 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,247,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,994,047 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $117,664 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $117,664 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $117,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,967 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $114,967 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,697 | TaxDueAmt |
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 | WWW.APCFUND.ORG | WebsiteAddressTxt |
| Individual With Books | CHERYL GIDEON | IndividualWithBooksNm |
| Phone | 6174516178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET SUITE 600 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| CALEB LORING III | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| ROBERT G BANNISH | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| KATHERINE L BABSON | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| MARGARET H MORTON | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BETHANY B KENDALL | ||||||||
| 185 DEVONSHIRE STREET SUITE 600 | BOSTON | MA | 02110 | EXECUTIVE DIRECTOR | 40.00 | $150,000 | $23,668 | $0 |
| CHERYL A GIDEON | ||||||||
| 185 DEVONSHIRE STREET SUITE 600 | BOSTON | MA | 02110 | ADMINISTRATOR | 40.00 | $94,300 | $31,591 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT ADVISORY | $101,692 |
| CB RICHARD ELLIS - NE PARNTER | |||||
| 111 HUNTINGTON AVE 12TH FLOOR | BOSTON | MA | 02199 | CONSTRUCTOR | $34,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $175,484,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $175,583,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $175,583,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,633,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,949,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,647,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,647,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $117,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $117,664 | TotalTaxAmt |
| Distributable Before Adj | $8,529,817 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,529,817 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,529,817 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,994,047 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,994,047 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,994,047 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,529,817 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $887,055 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,144,223 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,031,278 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,994,047 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,994,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,535,770 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,535,770 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $495,508 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $495,508 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $495,508 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHERYL GIDEON EXEC ASSISTANTBUSINES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174516178 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS ARE SUBMITTED ONLINE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE FEBRUARY 1ST AND JULY 1ST OF EVERY YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | WE WILL NOT ACCEPT PROPOSALS FROM: INDIVIDUALS PRIVATE FOUNDATIONS ORGANIZATIONS EXISTING OR OPERATING OUTSIDE MASSACHUSETTS ORGANIZATIONS FUNDED PRINCIPALLY WITH TAX DOLLARS START-UP ORGANIZATIONS SECTION 509(A)(3) SUPPORTING ORGANIZATIONS RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES EDUCATIONAL INSTITUTIONS FOR EDUCATIONAL PURPOSES WE WILL NOT FUND: OPERATING BUDGETS PROGRAMS ADMINISTRATIVE OVERHEAD ANNUAL FUND DRIVES EMERGENCIES OR IMMEDIATE FUNDING REQUESTS EVENTS, PERFORMANCES, MEDIA, THEATRICAL PRODUCTIONS, PUBLICATIONS, EXHIBITS, CONFERENCES MULTI-YEAR GRANT PROPOSALS ADVOCACY OR LOBBYING EFFORTS SCHOLARSHIPS / FELLOWSHIPS / ENDOWMENTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALTERNATIVE HOUSE - WOMEN IN TRANSITION | |||||||
| PO BOX 2100 | LOWELL | MA | 01851 | NONE | PC | CAPITAL | $75,000 |
| AMERICAN ANTIQUARIAN SOCIETY | |||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PC | CAPITAL | $500,000 |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER STREET | BOSTON | MA | 02116 | NONE | PC | CAPITAL | $100,000 |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES INC | |||||||
| 35 PARK STREET | BEVERLY | MA | 01915 | NONE | PC | CAPITAL | $55,000 |
| BINA FARM | |||||||
| 207 UNION STREET | NATICK | MA | 01760 | NONE | PC | CAPITAL | $80,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | |||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | NONE | PC | CAPITAL | $80,000 |
| BOSTON MEDICAL CENTER | |||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PC | CAPITAL | $250,000 |
| BOYS & GIRLS CLUB OF ASSABET VALLEY INC | |||||||
| 212 GREAT ROAD | MAYNARD | MA | 01754 | NONE | PC | CAPITAL | $28,000 |
| BOYS & GIRLS CLUB OF FALL RIVER - THOMAS CHEW | |||||||
| 803 BEDFORD STREET PO BOX 5155 | FALL RIVER | MA | 02723 | NONE | PC | CAPITAL | $75,000 |
| BRIGHAM AND WOMEN'S HOSPITAL INC | |||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | NONE | PC | CAPITAL | $375,000 |
| CATIE'S CLOSET INC | |||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | NONE | PC | CAPITAL | $50,000 |
| CHILD CARE OF THE BERKSHIRES INC | |||||||
| PO BOX 172 | NORTH ADAMS | MA | 01247 | NONE | PC | CAPITAL | $50,000 |
| CHILDREN'S FRIEND INC | |||||||
| 81 HOPE AVE | WORCESTER | MA | 01603 | NONE | PC | CAPITAL | $50,000 |
| CHURCH OF THE COVENANT | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PC | CAPITAL | $63,000 |
| CITYSPACE INC | |||||||
| 43 MAIN STREET | EASTHAMPTON | MA | 01027 | NONE | PC | CAPITAL | $50,000 |
| COMMUNITY ACCESS TO THE ARTS | |||||||
| 40 RAILROAD STREET STE 6 | GREAT BARRINGTON | MA | 01230 | NONE | PC | CAPITAL | $75,000 |
| COMMUNITY SERVINGS INC | |||||||
| 179 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | CAPITAL | $100,000 |
| COTTING SCHOOL | |||||||
| 453 CONCORD AVE | LEXINGTON | MA | 02421 | NONE | PC | CAPITAL | $50,000 |
| CROSSROADS FOR KIDS INC | |||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | NONE | PC | CAPITAL | $75,000 |
| DEVELOPMENTAL EVALUATION AND ADJUSTMENT FACILITIES INC | |||||||
| 215 BRIGHTON AVE | ALLSTON | MA | 02134 | NONE | PC | CAPITAL | $25,000 |
| DR FRANKLIN PERKINS SCHOOL | |||||||
| 971 MAIN STREET | LANCASTER | MA | 01523 | NONE | PC | CAPITAL | $100,000 |
| EDITH WHARTON RESTORATION INCTHE MOUNT | |||||||
| PO BOX 974 2 PLUNKETT STREET | LENOX | MA | 01240 | NONE | PC | CAPITAL | $150,000 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | |||||||
| 185 COLUMBIA ROAD | DORCHESTER | MA | 02021 | NONE | PC | CAPITAL | $100,000 |
| FENWAY COMMUNITY HEALTH CENTER | |||||||
| 1340 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PC | CAPITAL | $106,000 |
| FRANCISCAN HOSPITAL FOR CHILDREN (FC) | |||||||
| 30 WARREN ST | BRIGHTON | MA | 02135 | NONE | PC | CAPITAL | $300,000 |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | PC | CAPITAL | $75,000 |
| GRUBSTREET INC | |||||||
| 162 BOYLSTON ST 5TH FLOOR | BOSTON | MA | 02116 | NONE | PC | CAPITAL | $50,000 |
| HABITAT FOR HUMANITY OF GREATER LOWELL INC | |||||||
| 124 MAIN STREET | WESTFORD | MA | 01886 | NONE | PC | CAPITAL | $50,000 |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | PC | CAPITAL | $250,000 |
| JOSLIN DIABETES CENTER | |||||||
| 1 JOSLIN PLACE | BOSTON | MA | 02215 | NONE | PC | CAPITAL | $82,500 |
| JOY OF MUSIC PROGRAM INC | |||||||
| 1 GORHAM STREET | WORCESTER | MA | 01605 | NONE | PC | CAPITAL | $60,000 |
| KENNEDY-DONOVAN CENTER INC | |||||||
| 1 COMMERCIAL STREET | FOXBORO | MA | 02035 | NONE | PC | CAPITAL | $50,000 |
| LAZARUS HOUSE INC | |||||||
| 412 HAMPSHIRE ST | LAWRENCE | MA | 01841 | NONE | PC | CAPITAL | $45,000 |
| LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM | |||||||
| 40 BAKER BRIDGE RD | LINCOLN | MA | 01773 | NONE | PC | CAPITAL | $55,000 |
| MARTHA'S VINEYARD CEREBRAL PALSY CAMP INC AKA CAMP JABBERWOCKY | |||||||
| PO BOX 1357 | VINEYARD HAVEN | MA | 02568 | NONE | PC | CAPITAL | $50,000 |
| MASSACHUSETTS SYMPHONY ORCHESTRA INC | |||||||
| 10 TUCKERMAN STREET PO BOX 20070 | WORCESTER | MA | 01602 | NONE | PC | CAPITAL | $75,000 |
| MINUTE MAN ARC FOR HUMAN SERVICES INC | |||||||
| 35 FOREST RIDGE ROAD | CONCORD | MA | 01742 | NONE | PC | CAPITAL | $75,000 |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | CAPITAL | $50,000 |
| NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC | |||||||
| 9 GLENDALE ROAD PO BOX 308 | STOCKBRIDGE | MA | 01262 | NONE | PC | CAPITAL | $50,000 |
| NORTHEAST HOSPITAL CORP - ADDISON GILBERT HOSPITAL | |||||||
| 298 WASHINGTON STREET | GLOUCESTER | MA | 01930 | NONE | PC | CAPITAL | $100,000 |
| NORWELL VISITING NURSE ASSOCIATION INC | |||||||
| 120 LONGWATER DRIVE | NORWELL | MA | 02061 | NONE | PC | CAPITAL | $50,000 |
| OLD DARTMOUTH HISTORICAL SOCIETY | |||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | NONE | PC | CAPITAL | $50,000 |
| OLD STURBRIDGE INC | |||||||
| 1 OLD STURBRIDGE VILLAGE RD | STURBRIDGE | MA | 01566 | NONE | PC | CAPITAL | $95,000 |
| OUR NEIGHBORS' TABLE | |||||||
| PO BOX 592 | AMESBURY | MA | 01913 | NONE | PC | CAPITAL | $56,000 |
| PRESENTATION SCHOOL FOUNDATION INC | |||||||
| 640 WASHINGTON STREET | BRIGHTON | MA | 02135 | NONE | PC | CAPITAL | $100,000 |
| REVITALIZE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1145 MAIN STREET STE 107 | SPRINGFIELD | MA | 01103 | NONE | PC | CAPITAL | $25,000 |
| RIVERSIDE COMMUNITY CARE INC | |||||||
| 270 BRIDGE STREET SUITE 301 | DEDHAM | MA | 02026 | NONE | PC | CAPITAL | $100,000 |
| ROCA | |||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | NONE | PC | CAPITAL | $60,000 |
| SOUTHEASTERN MASSACHUSETTS VETERAN'S HOUSING PROGRAM | |||||||
| 1297 PURCHASE STREET | NEW BEDFORD | MA | 02740 | NONE | PC | CAPITAL | $50,000 |
| STEPPINGSTONE | |||||||
| 522 N MAIN ST | FALL RIVER | MA | 02720 | NONE | PC | CAPITAL | $16,500 |
| STRONGWATER FARM THERAPEUTIC EQUESTRIAN CENTER | |||||||
| 500 LIVINGTON STREET | TEWKSBURY | MA | 01876 | NONE | PC | CAPITAL | $100,000 |
| THE BIRCH HOUSE INC | |||||||
| 37 BROADWAY | ARLINGTON | MA | 02474 | NONE | PC | CAPITAL | $80,000 |
| THE BOSTON HOME | |||||||
| 2049 DORCHESTER AVE | BOSTON | MA | 02124 | NONE | PC | CAPITAL | $112,000 |
| THE LITERACY PROJECT INC | |||||||
| 15 BANK ROW SUITE C | GREENFIELD | MA | 01301 | NONE | PC | CAPITAL | $30,000 |
| TUFTS UNIVERSITY (CUMMINGS SCHOOL FOR VETERINARY MEDICINE) | |||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | NONE | PC | CAPITAL | $602,500 |
| VICTORY PROGRAMS INC | |||||||
| 965 MASSACHUSETTS AVE | BOSTON | MA | 02118 | NONE | PC | CAPITAL | $40,000 |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | NONE | PC | CAPITAL | $75,000 |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | |||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 02379 | NONE | PC | CAPITAL | $51,000 |
| YMCA - ATHOL | |||||||
| 545 MAIN STREET | ATHOL | MA | 01331 | NONE | PC | CAPITAL | $40,000 |
| YMCA - GREATER LOWELL | |||||||
| 35 YMCA DRIVE | LOWELL | MA | 01852 | NONE | PC | CAPITAL | $50,000 |
| YMCA - MALDEN | |||||||
| 99 DARTMOUTH ST | MALDEN | MA | 02148 | NONE | PC | CAPITAL | $65,000 |
| YMCA - NORTH SHORE | |||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | NONE | PC | CAPITAL | $300,000 |
| YWCA - NEWBURYPORT | |||||||
| 13 MARKET ST | NEWBURYPORT | MA | 01950 | NONE | PC | CAPITAL | $37,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,264,500 | 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 | $3,926,103 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,497 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,489,785 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RETURNED GRANT | $80,000 |
| REMEDIATION INSURANCE | $13,614 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,528,385 | ExclusionAmt |
| Related Or Exempt Function Incm | $93,614 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,621,999 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | RETURNED GRANT |
| 11B | REMEDIATION INSURANCE PROCCEDS |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUSAN B RICE TRUSTEE HMPAYSON ONE P | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $87,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST - CUSTODY FEES | $35,000 | $35,000 | $0 |
| RUSSELL, BRIER & CO LLP - AUDIT AND RELATED ACCOUNTING | $22,000 | $8,800 | $13,200 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER AND PERIPHERAL EQUIPMENT | 1998-01-08 | $4,852 | $4,852 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | 2004-06-03 | $3,260 | $3,260 | SL | 5.000000000000 | $0 | $0 |
| SERVER, SOFTWARE & MANUAL | 2006-04-10 | $350 | $350 | SL | 5.000000000000 | $0 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | 2008-08-01 | $1,248,641 | $327,310 | SL | 39.000000000000 | $32,016 | $0 |
| DESK AND CHAIRS | 2008-09-01 | $9,147 | $9,147 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2008-10-14 | $2,318 | $2,318 | SL | 5.000000000000 | $0 | $0 |
| BOOKCASES | 2008-12-22 | $822 | $822 | SL | 5.000000000000 | $0 | $0 |
| TELEPHONE | 2008-08-18 | $4,804 | $4,804 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER HARDWARE | 2008-09-12 | $6,308 | $6,308 | SL | 5.000000000000 | $0 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | 2008-09-12 | $99,755 | $29,095 | SL | 39.000000000000 | $2,558 | $0 |
| COLOR COPIER | 2008-03-17 | $10,356 | $10,356 | SL | 5.000000000000 | $0 | $0 |
| AIR CONDITIONER | 2010-07-27 | $5,733 | $5,733 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2011-06-01 | $2,600 | $2,600 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE (COUCH, LAMPS) | 2011-11-28 | $1,192 | $1,192 | SL | 5.000000000000 | $0 | $0 |
| SERVER BATTERY | 2012-07-11 | $200 | $200 | SL | 5.000000000000 | $0 | $0 |
| APPLE LAPTOP | 2012-11-06 | $1,279 | $1,279 | SL | 5.000000000000 | $0 | $0 |
| PRINTER | 2014-07-01 | $926 | $926 | SL | 5.000000000000 | $0 | $0 |
| NETWORK SOLUTIONS COMPUTER | 2015-07-04 | $3,300 | $2,970 | SL | 5.000000000000 | $330 | $0 |
| TWO DELL MONITORS | 2015-07-04 | $500 | $450 | SL | 5.000000000000 | $50 | $0 |
| TELEPHONE SYSTEM | 2016-03-17 | $3,647 | $2,917 | SL | 5.000000000000 | $729 | $0 |
| RUG IN OFFICE | 2018-04-30 | $11,344 | $1,513 | SL | 5.000000000000 | $2,269 | $0 |
| ELEVATOR RENOVATION | 2018-02-21 | $39,510 | $844 | SL | 39.000000000000 | $1,013 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS-PUBLICLY TRADED | BondNm |
| EOY Book Value | $6,636,417 | EOYBookValueAmt |
| EOYFMV | $6,806,624 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS-PUBLICLY TRADED | StockNm |
| EOY Book Value | $72,996,202 | EOYBookValueAmt |
| EOYFMV | $143,461,721 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,580,773 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,706,246 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-PUBLICLY TRADED | AT COST | $8,198,460 | $9,316,945 |
| ALTERNATIVE INVESTMENTS | AT COST | $6,041,621 | $7,270,304 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER AND PERIPHERAL EQUIPMENT | $4,852 | $4,852 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | $3,260 | $3,260 | $0 |
| SERVER, SOFTWARE & MANUAL | $350 | $350 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $1,248,641 | $359,326 | $889,315 |
| DESK AND CHAIRS | $9,147 | $9,147 | $0 |
| CONFERENCE TABLE | $2,318 | $2,318 | $0 |
| BOOKCASES | $822 | $822 | $0 |
| TELEPHONE | $4,804 | $4,804 | $0 |
| COMPUTER HARDWARE | $6,308 | $6,308 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $99,755 | $31,653 | $68,102 |
| COLOR COPIER | $10,356 | $10,356 | $0 |
| AIR CONDITIONER | $5,733 | $5,733 | $0 |
| COMPUTER | $2,600 | $2,600 | $0 |
| FURNITURE (COUCH, LAMPS) | $1,192 | $1,192 | $0 |
| SERVER BATTERY | $200 | $200 | $0 |
| APPLE LAPTOP | $1,279 | $1,279 | $0 |
| PRINTER | $926 | $926 | $0 |
| NETWORK SOLUTIONS COMPUTER | $3,300 | $3,300 | $0 |
| TWO DELL MONITORS | $500 | $500 | $0 |
| TELEPHONE SYSTEM | $3,647 | $3,646 | $1 |
| RUG IN OFFICE | $11,344 | $3,782 | $7,562 |
| ELEVATOR RENOVATION | $39,510 | $1,857 | $37,653 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CASNER & EDWARDS | CategoryTxt |
| Legal Fees | $1,110 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,110 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDENDS & INTEREST - 2019 BOOK VS TAX ADJUSTMENT | $77,857 |
| REALIZED GAINS - 2019 BOOK VS TAX ADJUSTMENT | $12,068 |
| CAPITAL GAINS DISTRIBUTIONS 2019 BOOKS VS TAX | $4,909 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $13,973 | $0 | $13,973 |
| INSURANCE | $7,068 | $707 | $6,361 |
| MA FILING FEE | $500 | $0 | $500 |
| OFFICE EXPENSES AND SUPPLIES | $20,549 | $2,319 | $18,230 |
| POSTAGE | $1,342 | $268 | $1,074 |
| UTILITIES | $4,076 | $408 | $3,668 |
| MISCELLANEOUS | $22,014 | $3,436 | $18,578 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HIGHVISTA PASS THRU NET INCOME(TAX BASIS) | $104,862 | $104,862 | $104,862 |
| OTHER INCOME - CLASS ACTION | $7,635 | $7,635 | $7,635 |
| RETURNED GRANT | $80,000 | $80,000 | |
| REMEDIATION INSURANCE | $13,614 | $13,614 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FOREIGN TAXES - 2019 BOOK VS TAX ADJUSTMENT | $68,836 |
| INVESTMENT ADVISORY FEES PAID - 2019 BOOK VS TAX ADJUSTMENT | $10,672 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $333,616 | $333,616 | $0 |
| W.B. SMITH | $7,700 | $7,700 | $0 |
| COMPLETE NETWORK SOLUTIONS | $15,803 | $0 | $15,803 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON FOREIGN DIVIDEND | $137,682 | $137,682 | $0 |
| PAYROLL TAXES | $18,048 | $1,805 | $16,243 |
| FEDERAL TAXES | $55,495 | $0 | $0 |
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