CECILE HIGGINSON MURPHY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CECILE HIGGINSON MURPHY CHARITABLE FOUNDATION (EIN 04-3447397)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-10
- IRS object ID
- 202043159349101604
- 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 Other Schedule2
- 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 | 2020-11-10T12:20:55-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043447397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cecile Higginson Murphy | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CECI | BusinessNameControlTxt |
| Phone | 6172484760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Choate LLP PO Box 961019 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristin T Abati | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6172484760 | PhoneNum |
| Signature | 2020-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2020-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.105.168.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-23 | IPDt |
| IP Tm | 16:35:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 06B7489ABA98DAED5EEF3FC08E520D537C2DA3C6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B261A341A0332E9128504FBF56C59783CA685530 | 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 | $7,876,146 | 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 | $5,424 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,424 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,124 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,184 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,277,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,184 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,420 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,472 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $305,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $304,260 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,739 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,827 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,912 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,542 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,362 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $371,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244,691 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $366,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $378,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $378,888 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,181,269 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,161,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,161,035 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $481,064 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $617,822 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $617,822 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,680,413 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $718,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $718,401 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,708,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,876,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,876,146 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,375,464 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,827,765 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,333,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,048,381 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,708,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,876,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,708,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,876,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,708,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $233,343 | OtherIncreasesAmt |
| Subtotal | $7,876,146 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,876,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $4,253,499 | $4,142,461 | $111,038 | $111,038 | |
| Capital Gains Dividends | $24,146 | $24,146 | $24,146 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,184 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $299,386 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,087,049 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $277,034 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,775,847 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040886 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $272,279 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,926,913 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045939 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $280,582 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,515,174 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050875 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $403,722 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,062,610 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066592 | DistributionYr5Rt |
| Total Distribution | 0.246536 | TotalDistributionRt |
| Average Distribution | 0.049307 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,515,458 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $370,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,447 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $373,012 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $303,362 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,894 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,894 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,894 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,706 | OverpaymentAmt |
| Applied To ES Tax | $6,706 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Choate Hall Stewart | IndividualWithBooksNm |
| Phone | 6172484760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two International Place | 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 | Yes (1) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Cecile Higginson Murphy | |||||||||
| Choate Hall Stewart LLP Two Intl | Place | Boston | MA | 02110 | Trustee | 1.00 | $0 | $0 | $0 |
| Charles A Cheever | |||||||||
| Choate Hall Stewart LLP Two Intl | Place | Boston | MA | 02110 | Trustee | 1.00 | $0 | $0 | $0 |
| Kristin T Abati | |||||||||
| Choate Hall Stewart LLP Two Intl | Place | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Choate Hall & Stewart | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two International Place | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $72,739 | CompensationAmt |
| 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 | $7,210,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $371,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,563 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,629,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,629,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,515,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,894 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,894 | TotalTaxAmt |
| Distributable Before Adj | $370,879 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $370,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $370,879 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $303,362 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $303,362 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $370,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $164,178 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $164,178 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,184 | 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 | $231,695 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Cecile Higginson Murphy | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abington Public Schools | |||||||
| 171 Adams Street | Abington | MA | 02351 | N/A | PC | General Purpose | $5,000 |
| ACE MV Inc | |||||||
| 455 State Road PMB 105 | Vineyard Haven | MA | 02568 | N/A | PC | General Purpose | $8,000 |
| Appalachian Mountain Club | |||||||
| 10 City Square | Boston | MA | 02129 | N/A | PC | Outdoors RX Program | $10,000 |
| Autism Research Foundation | |||||||
| 72 E Concord Street R1014 | Boston | MA | 02118 | N/A | PC | General Purpose | $20,000 |
| Boston Symphony Orchestra | |||||||
| 301 Mass Avenue | Boston | MA | 021154557 | N/A | PC | Boston Pops - Annual Fund | $35,000 |
| Cradles To Crayons Inc | |||||||
| 155 North Beacon Streeet | Boston | MA | 02135 | N/A | PC | General Purpose | $5,000 |
| Habitat For Humanity Greater Boston Inc | |||||||
| 240 Commercial Street 4th Floor | Boston | MA | 02109 | N/A | PC | General Purpose | $50,000 |
| Palmer High School | |||||||
| 4105 Main Street | Palmer | MA | 01069 | N/A | GOV | High School Travel Program | $10,000 |
| Project Bread - The Walk for Hunger Inc | |||||||
| 145 Border Street | East Boston | MA | 02128 | N/A | PC | General Purpose | $50,000 |
| Rebuilding Together | |||||||
| PO Box 301209 | Jamaica Plain | MA | 02130 | N/A | PC | Serving Those Who Serve Initiative | $8,000 |
| Rehearsal for Life Inc | |||||||
| 670 Centre Street Suite 8 | Jamaica Plain | MA | 02130 | N/A | PC | General Purpose | $25,000 |
| Rosie's Place | |||||||
| 889 Harrison Avenue | Boston | MA | 02118 | N/A | PC | General Purpose | $15,000 |
| Salvation Army Abington Unit | |||||||
| 216 Centre Street | Brockton | MA | 02303 | N/A | PC | General Purpose | $10,000 |
| South Shore YMCA | |||||||
| 141 Longwater Drive Suite 110 | Norwell | MA | 02061 | N/A | PC | South Shore Natural Science Center | $5,000 |
| Thayer Academy | |||||||
| 475 Washington Street | Braintree | MA | 021845798 | N/A | PC | General Purpose | $2,000 |
| The Book Truck | |||||||
| 14525 Weddington Street | Sherman Oaks | CA | 91411 | N/A | PC | General Purpose | $20,000 |
| The Walden Woods Project | |||||||
| 44 Baker Farm Road | Lincoln | MA | 01773 | N/A | PC | General Purpose | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,000 | 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 | $5,424 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,124 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,184 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough Income | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,052 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$3,472 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,052 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $304,260 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $305,312 | 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 Prep Fees | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3760.00 units Vanguard Intermediate Term Government Bond Fund | $265,343 | $265,343 |
| 32367.22 units Fidelity Short-Term Treasury Bond Index Fund | $352,479 | $352,479 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25603.04 units Spyglass Growth Fund | $416,561 | $416,561 |
| 62708.50 units Artisan Thematic Fund | $1,047,859 | $1,047,859 |
| 14351.85 units Edgewood Growth Fund | $635,069 | $635,069 |
| 2330.00 units iShares Core S&P 500 ETF | $721,578 | $721,578 |
| 8345.00 units SPDR S&P 500 Fossil Fuel Free ETF | $636,807 | $636,807 |
| 10233.98 units Matthews China Fund | $219,519 | $219,519 |
| 5227.86 units Matthews Pacific Tiger Fund | $143,034 | $143,034 |
| 19232.33 units MFS Int'l Intrinsic Value Fund I | $927,191 | $927,191 |
| 46348.98 units WCM Focused International Growth Fund | $916,319 | $916,319 |
| 4885.00 units Invesco S&P 500 Equal Weight ETF | $497,098 | $497,098 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 11546.93 units Artisan High Income Fund | FMV | $105,770 | $105,770 |
| 26413.08 units Putnam Mortgage Copportunities Fund | FMV | $245,113 | $245,113 |
| 16570.39 units Semper MBS Total Return Fund | FMV | $143,168 | $143,168 |
| 16338.85 units Diamond Hill High Yield Fund | FMV | $176,787 | $176,787 |
| 1899 Opportunities Fund | FMV | $47,563 | $47,563 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Massachusetts Filing Fee for Form PC | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough Income | Desc |
| Revenue And Expenses Per Books | -$2,420 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$3,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$2,420 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $233,343 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fiduciary Fees | CategoryTxt |
| Amt | $72,739 | Amt |
| Net Investment Income | $53,827 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,912 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Tax | $8,387 | $0 | $0 |
| Foreign Taxes | $4,542 | $4,542 | $0 |
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