DORAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DORAN FAMILY FOUNDATION (EIN 22-6424850)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-11
- IRS object ID
- 202041939349100309
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-11T10:37:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 | 226424850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORA | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 961209 HEMENWAY BARNES | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY E DEMPZE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA DISPENSA | PreparerPersonNm |
| PTIN | P00739263 | PTIN |
| Phone | 6172277940 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.175.13.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-02 | IPDt |
| IP Tm | 17:09:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 661EE50CF345523CCE3C880C2B245BC288363F35 | 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 | $3,826,093 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $286,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $872,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $286,579 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $332,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $332,109 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,853 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,853 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,171 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,086 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,085 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,322 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,412 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,973 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $291,697 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $291,697 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $323,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $310,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166,136 | CashBOYAmt |
| Cash EOY | $144,368 | CashEOYAmt |
| Cash EOYFMV | $144,368 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $425,078 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $428,814 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,868,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,621,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,017,904 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $375,955 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $226,191 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $226,498 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,509 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,419,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,426,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,826,093 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,296,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,296,682 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,876,976 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,870,438 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,419,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,426,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,419,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,426,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,419,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,523 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,428,229 | SubtotalAmt |
| Other Decreases | $1,985 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,426,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $872,923 | GrossSalesPriceAmt |
| Cost Or Other Basis | $586,344 | CostOrOtherBasisAmt |
| Gain Or Loss | $286,579 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $286,579 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $286,579 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,638 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,488,586 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057513 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,607 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,291,010 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056094 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $816,963 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,089,994 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.264390 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,087,035 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,076,933 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.678284 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $756,820 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,102,038 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.243975 | DistributionYr5Rt |
| Total Distribution | 1.300256 | TotalDistributionRt |
| Average Distribution | 0.260051 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,553,747 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $924,155 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,103 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $927,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $301,670 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,714 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,714 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,508 | OverpaymentAmt |
| Applied To ES Tax | $8,508 | 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 | NANCY E DEMPZE | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY E DEMPZE | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $7,853 | $0 | $0 |
| ROBERT W DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EVELYN H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID L DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELEANOR H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAUL GOODOF | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $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 | $3,497,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,607,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,607,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,553,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,206 | TotalTaxAmt |
| Distributable Before Adj | $171,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $171,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $171,481 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $301,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $301,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $617,256 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,965,282 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $686,215 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,366,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $171,481 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $130,189 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,496,888 | 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 | $617,256 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,879,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,965,282 | ExcessFromYear4Amt |
| Excess From Year3 | $686,215 | ExcessFromYear3Amt |
| Excess From Year2 | $68,351 | ExcessFromYear2Amt |
| Excess From Year1 | $29,595 | ExcessFromYear1Amt |
| Excess From Current Year | $130,189 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W DORAN | ContributingManagerNm |
| Contributing Manager | EVELYN H DORAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | PC | SUPPORT THE TANGLEWOOD LEARNING INSTITUTE | $25,000 |
| CAMP JABBERWOCKY | ||||||
| 200 GREENWOOD AVENUE EXT | VINEYARD HAVEN | MA | 02568 | PC | GENERAL PURPOSES | $10,000 |
| ISLAND HOUSING TRUST | ||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | PC | GENERAL PURPOSES | $7,127 |
| LISTEN FIRST PROJECT | ||||||
| 515 S MANGUM STREET APT 5164 | DURHAM | NC | 27701 | PC | SUPPORT AMERICAN EXCHANGE PROJECT, INC. | $10,000 |
| QUEBEC LABRADOR FOUNDATION | ||||||
| 4 SOUTH MAIN STREET | IPSWICH | MA | 01938 | PC | GENERAL PURPOSES | $2,500 |
| SAN JUAN ISLANDS AGRICULTURAL GUILD | ||||||
| PO BOX 1945 | FRIDAY HARBOR | WA | 98250 | PC | GENERAL PURPOSES | $25,000 |
| VINEYARD HAVEN PUBLIC LIBRARY | ||||||
| 200 MAIN STREET | VINEYARD HAVEN | MA | 02568 | PC | SUPPORT FACILITY UPGRADE PROJECT | $50,000 |
| VOICE OF NAPLES | ||||||
| 28179 VANDERBILT DRIVE | BONITA SPRINGS | FL | 34134 | PC | GENERAL PURPOSES | $5,000 |
| YALE UNIVERSITY ART GALLERY | ||||||
| P O BOX 208271 | NEW HAVEN | CT | 06520 | PC | SUPPORT ARTIST IN RESIDENCE PROGRAM | $25,000 |
| YALE UNIVERSITY ART GALLERY | ||||||
| P O BOX 208271 | NEW HAVEN | CT | 06520 | PC | GENERAL PURPOSES | $132,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $291,697 | 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 | $45,530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $286,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $332,109 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,109 | 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 | HEMENWAY & BARNES - TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,171 | Amt |
| Net Investment Income | $2,086 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,085 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75,000 MCDONALDS MTN 2.2% 5.26.20 | $75,121 | $75,055 |
| 75,000 INTEL 2.450% 7.29.20 | $75,215 | $75,286 |
| 75,000 APPLE 2.850% 5.06.21 | $75,855 | $76,157 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 ABBOTT LABS | $36,521 | $60,802 |
| 90 ALPHABET INC CL A | $39,993 | $120,545 |
| 65 AMAZON.COM | $54,128 | $120,110 |
| 800 AMERICAN WATER WORKS | $30,945 | $98,280 |
| 850 ANALOG DEVICES | $74,779 | $101,014 |
| 480 APPLE INC | $36,298 | $140,952 |
| 400 APTARGROUP | $34,053 | $46,248 |
| 2000 BOSTON SCIENTIFIC | $33,735 | $90,440 |
| 600 CANADIAN NATL RAILWAY | $49,512 | $54,270 |
| 1500 CHARLES SCHWAB | $58,817 | $71,340 |
| 300 CHEVRON | $33,939 | $36,153 |
| 500 CHUBB LIMITED | $69,770 | $77,830 |
| 425 CONSTELLATION BRANDS | $37,904 | $80,644 |
| 350 COSTCO WHOLESALE | $19,995 | $102,872 |
| 450 DANAHER CORP | $40,358 | $69,066 |
| 550 DISNEY | $61,862 | $79,546 |
| 400 FACEBOOK INC | $37,966 | $82,100 |
| 700 FIRST REPUBLIC BANK | $31,031 | $82,215 |
| 800 FISERV | $51,795 | $92,504 |
| 1800 HARSCO CORP | $23,266 | $41,418 |
| 250 JOHNSON & JOHNSON | $31,929 | $36,467 |
| 150 LEIDOS HOLDINGS INC | $7,286 | $14,683 |
| 300 MICROSOFT CORP | $40,151 | $47,310 |
| 500 NESTLE SA ADR | $41,818 | $54,103 |
| 750 NOVARTIS AG ADR | $54,904 | $71,017 |
| 1200 PAYPAL HOLDINGS | $45,834 | $129,804 |
| 350 PROCTER & GAMBLE | $32,718 | $43,715 |
| 300 ROCKWELL AUTOMATION | $46,748 | $60,801 |
| 700 SALESFORCE.COM | $50,286 | $113,848 |
| 175 SHERWIN WILLIAMS | $54,256 | $102,119 |
| 300 THERMO FISHER SCIENTIFIC | $37,620 | $97,461 |
| 1500 TJX COS | $44,388 | $91,590 |
| 700 UNILEVER PLC NEW ADR | $40,775 | $40,019 |
| 600 UNITED TECHNOLOGIES | $72,680 | $89,856 |
| 600 VISA | $41,656 | $112,740 |
| 600 XYLEM INC | $37,682 | $47,274 |
| 700 ZOETIS INC | $36,028 | $92,645 |
| 540 AMERICAN TOWER | $47,793 | $124,103 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $425,078 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $428,814 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CAMCAP RESOURCES LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,388 | BookValueAmt |
| EOYFMV | $8,509 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMORTIZATION | Desc |
| Amt | $1,985 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $0 | $35 |
| CHECKING FEES | $96 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $18,322 | Amt |
| Net Investment Income | $18,322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $1,412 | Amt |
| Net Investment Income | $1,412 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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