RAMSEY MCCLUSKEY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RAMSEY MCCLUSKEY FAMILY FOUNDATION (EIN 04-3464899)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-12
- IRS object ID
- 202520439349100022
- Schema version
- 2023v6.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-12T16:01:14-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S WACKER DR STE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043464899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAMSEY MCCLUSKEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 3027933290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BELLEVUE PARKWAY SUITE 250 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198093747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET A RAMSEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3027933290 | PhoneNum |
| Signature | 2025-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA A CLOUD | PreparerPersonNm |
| PTIN | P01247032 | PTIN |
| Phone | 3124869815 | PhoneNum |
| Preparation | 2025-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,453,623 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $150,860 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,860 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,414,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,689 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,524 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $411 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $341,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,206 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,206 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,773 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,773 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,002 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,002 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,145 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $6,145 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9,321 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,849 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,472 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,823 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $343,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,810 | CashBOYAmt |
| Cash EOY | $977 | CashEOYAmt |
| Cash EOYFMV | $977 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $124,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $445,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $445,260 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $1,210,570 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $2,167,135 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,484,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,441,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $552,844 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,670,734 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,566,043 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,406,248 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,463,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,601,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,453,623 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,463,009 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,601,858 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,463,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,601,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,463,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,601,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,463,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $166,523 | OtherIncreasesAmt |
| Subtotal | $5,601,858 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,601,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1. GOLDMAN SACHS & CO | 2023-04-01 | 2024-03-31 | $25,000 | $14,167 | $10,833 | $10,833 |
| 1. GOLDMAN SACHS & CO | 2023-04-01 | 2024-03-31 | $135,239 | $135,271 | -$32 | -$32 |
| 1. GOLDMAN SACHS & CO | 2023-01-01 | 2024-03-31 | $10,000 | $18,613 | -$8,613 | -$8,613 |
| 1. GOLDMAN SACHS & CO | 2023-01-01 | 2024-03-31 | $1,244,160 | $1,159,659 | $84,501 | $84,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,689 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,951 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,951 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,951 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $177 | EsPenaltyAmt |
| Overpayment | $4,372 | OverpaymentAmt |
| Applied To ES Tax | $4,372 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.ramseymccluskeyfndn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAMSEY MCCLUSKEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3027933290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 275 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARGARET A RAMSEY | ||||||
| PO BOX 275 | LINCOLN | MA | 01773 | TRUSTEE | 15 | $5,000 |
| JOHN M MCCLUSKEY | ||||||
| PO BOX 275 | LINCOLN | MA | 01773 | TRUSTEE | 3 | $5,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,688,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,902,308 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,902,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,813,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,689 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,689 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,951 | TotalTaxAmt |
| Distributable Before Adj | $287,738 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $287,738 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $287,738 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $343,323 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $343,323 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $287,738 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,285 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,931 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $343,323 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $287,738 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,585 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $237,323 | 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 | $61,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $175,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,800 | ExcessFromYear4Amt |
| Excess From Year3 | $45,285 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $16,931 | ExcessFromYear1Amt |
| Excess From Current Year | $55,585 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGARET A RAMSEY AND JOHN MCCLUSKE | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET A RAMSEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 275 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812599949 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING ACTIVITIES FOR WHICH FUNDS ARE REQUESTED COPY OF THE IRS DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ANNUALLY ON OCTOBER 1, AS SET OUT IN GUIDELINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ARTS AND GENERAL EDUCATION PROJECTS LIMITED TO THE AREA OF 50 MILES FROM THE FDNS LINCOLN MA OFFICES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NOTRE DAME CRISTO REY HIGH SCHOOL | |||||||
| 203 LAWRENCE ST | METHEUN | MA | 01844 | NONE | PC | CORPORATE WORK STUDY | $7,500 |
| BERKLEE COLLEGE OF MUSIC INC | |||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PC | ABLE FEST | $7,500 |
| COMMUNITY MUSIC CENTER OF BOSTON | |||||||
| 34 WARREN AVE | BOSTON | MA | 02116 | NONE | PC | YOUTH LEADERSHIP PROGRAMS | $7,500 |
| MERRIMACK REPERTORY THEATRE | |||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | NONE | PC | MRT'S PARTNERS IN EDUCATION | $7,500 |
| SOCIEDAD LATINA INC | |||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | NONE | PC | YOUTH ARTS MASTERY | $7,500 |
| OPEN DOOR ARTS | |||||||
| 15 CHANNEL CENTER ST SUITE 103 | BOSTON | MA | 02210 | NONE | PC | CAREERCREATE PROGRAM | $10,000 |
| PERFORMING ARTS CENTER OF METROWEST | |||||||
| 3 MAPLE STREET | FRAMINGHAM | MA | 01702 | NONE | PC | PAC SCHOLARSHIP FUND | $2,500 |
| REHEARSAL FOR LIFE INC | |||||||
| 655 CENTRE STREET BOX 300037 | JAMAICA PLAIN | MA | 02130 | NONE | PC | FREELANCE PLAYERS | $2,500 |
| BOSTON YOUTH SYMPHONY ORCHESTRA | |||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| GROTON HILL MUSIC CENTER | |||||||
| 122 OLD AYER ROAD | GROTON | MA | 01450 | NONE | PC | COMMUNITY BASED MUSIC | $10,000 |
| LAWRENCE COMMUNITYWORKS | |||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | NONE | PC | MOVEMENT CITY YOUTH | $7,500 |
| CATHLEEN STONE ISLAND OUTWARD BOUND SC | |||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| HYDE SQUARE TASK FORCE | |||||||
| PO BOX 301871 | JAMAICA PLAIN | MA | 02130 | NONE | PC | JOVENES EN ACCION/YOUTH IN | $7,500 |
| ARTISTS FOR HUMANITY | |||||||
| 100 WEST SECOND ST | BOSTON | MA | 02127 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| LITERATIONSGENERATIONS INCORPORATED | |||||||
| ONE FEDERAL STREET 5TH FL | BOSTON | MA | 02110 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| WORCESTER YOUTH CENTER INC | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PC | CREATIVE EXPRESSION AND | $7,500 |
| APOLLINAIRE THEATRE COMPANY | |||||||
| 100 CAPTAINS ROW | CHELSEA | MA | 02150 | NONE | PC | APOLLINAIRE PLAY LAB | $7,500 |
| CAMBRIDGE CAMPING ASSOCIATION | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PC | NROGRAM SUPPORT | $7,500 |
| ARTS FOR LEARNING MASSACHUSETTS | |||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | NONE | PC | EXPANDED ARTS ACCESS | $7,500 |
| LONGY SCHOOL OF MUSIC OF BARD COLLEGE | |||||||
| 27 GARDEN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | LONGY SIDE-BY-SIDE | $7,500 |
| SCIENCE FROM SCIENTISTS | |||||||
| 1 DEANGELO DR | BEDFORD | MA | 01730 | NONE | PC | MASSACHUSETTS IN-SCHOOL | $7,500 |
| ACTORS SHAKESPEARE PROJECT | |||||||
| 442 BUNKER HILL STREET | CHARLESTOWN | MA | 02129 | NONE | PC | SHAKESPEARE INSIDE AND OUT | $7,500 |
| CONCORD CONSERVATORY OF MUSIC | |||||||
| PO BOX 1258 | CONCORD | MA | 01742 | NONE | PC | BOY & GIRLS CLUB OF ASSABET | $3,750 |
| HURLEY SCHOOL NEIGHBORHOOD PARTNERS FOR | |||||||
| PO BOX 180763 | BOSTON | MA | 02118 | NONE | PC | HURLEY AFTERSCHOOL ARTS AND | $7,500 |
| 826 BOSTON | |||||||
| 3035 WASHINGTON STREET | ROXBURY | MA | 02119 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| WORCESTER CHAMBER MUSIC SOCIETY | |||||||
| 323 MAIN STREET | WORCESTER | MA | 01608 | NONE | PC | NEIGHBORHOOD STRINGS | $7,500 |
| PROJECT STEP | |||||||
| 301 MASSACHUSETTS AVENUE SYMPHONY | BOSTON | MA | 02115 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| PARTNERS FOR YOUTH WITH DISABILITIES | |||||||
| 89 SOUTH STREET SUITE 103 | BOSTON | MA | 02111 | NONE | PC | ACCESS TO ARTS | $7,500 |
| THE SANDRA FEINSTEIN-GAMM THEATRE | |||||||
| 1245 JEFFERSON BLVD | WARWICK | RI | 02886 | NONE | PC | PROMOTING LITERACY & ARTS | $10,000 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| CELEBRITY SERIES OF BOSTON | |||||||
| 20 PARK PLAZA SUITE 220 | BOSTON | MA | 02116 | NONE | PC | NEIGHBORHOOD ARTS | $7,500 |
| BOYS & GIRLS CLUBS OF METRO SOUTH | |||||||
| 19 COURT STREET | TAUNTON | MA | 02780 | NONE | PC | FINE ARTS EDUCATION | $7,500 |
| ST STEPHEN'S YOUTH PROGRAMS | |||||||
| 31 LENOX ST | BOSTON | MA | 021183201 | NONE | PC | PROGRAM SUPPORT | $250 |
| MASS POETRY | |||||||
| 50 LIBERTY DRIVE | BOSTON | MA | 02210 | NONE | PC | LIFTING TEEN VOICES THROUGH | $7,500 |
| HCA (HOPKINTON CENTER FOR THE ARTS)) | |||||||
| 98 HAYDEN ROWE ST | HOPKINTON | MA | 01748 | NONE | PC | MAKING ARTS EDUCATION | $2,500 |
| URBANITY DANCE | |||||||
| 725 HARRISON AVE 100 | BOSTON | MA | 02118 | NONE | PC | URBANITY DANCE ACCESS FOR | $2,500 |
| SCIENCE AND MATH INVESTIGATIVE LEARNING | |||||||
| ROOSEVELT HALL RM 01 90 LOWER COL | KINGSTON | RI | 02881 | NONE | PC | THE SMILE PROGRAM'S 2024 | $7,500 |
| THE CABOT PERFORMING ARTS CENTER | |||||||
| 286 CABOT STREET | BEVERLY | MA | 01915 | NONE | PC | IN FOCUS | $5,000 |
| STEPS TO SUCCESS INC | |||||||
| PO BOX 470421 | BROOKLINE | MA | 02447 | NONE | PC | EXTENDED LEARNING PROGRAMS | $5,000 |
| BELLFORGE ARTS CENTER | |||||||
| 258 MAIN STREET UNIT 1 | MEDFIELD | MA | 02052 | NONE | PC | THEATER ARTS SUMMER CAMP | $2,500 |
| BOSTON MUSIC PROJECT | |||||||
| POBOX 180772 | BOSTON | MA | 02118 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| THE WANG CENTER FOR THE PERFORMING ART | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02116 | NONE | PC | BOCH CENTER CITY SPOTLIGHTS | $10,000 |
| CRISTO REY BOSTON HIGH SCHOOL | |||||||
| 100 SAVIN HILL AVENUE | BOSTON | MA | 02125 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| BOSTON CHILDREN'S CHORUS | |||||||
| 20 OLD COLONY AVENUE 2ND FLOOR | BOSTON | MA | 02127 | NONE | PC | THE BOSTON CHILDREN'S | $5,000 |
| PLUGGED IN BAND PROGRAM INC | |||||||
| 40 FREEMAN PLACE | NEEDHAM | MA | 02492 | NONE | PC | PLUGGED IN BAND SCHOLARSHIP | $2,500 |
| SUMMER SEARCH | |||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | SUMMER SEARCH'S HIGH SCHOOL | $7,500 |
| KIPP ACADEMY LYNN | |||||||
| 90 HIGH ROCK STREET | LYNN | MA | 01902 | NONE | PC | PROJECT AND PLAY BASED | $7,500 |
| MAKING MUSIC MATTERS | |||||||
| PO BOX 320442 | WEST ROXBURY | MA | 02132 | NONE | PC | MAKING MUSIC MATTERS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| PARTNERSHIP INCOME | $411 |
| FEDERAL REFUND | $3,113 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $241,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,073 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | MARGARET RAMSEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 TOWER ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017734402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 267 SHARES OF MICROSOFT CORPORATION CMN | NoncashPropertyDesc |
| Fair Market Value | $100,208 | FairMarketValueAmt |
| Received | 2023-12-28 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER CHARITABLE EXPENSES | $342 | $0 | $342 |
| PARTNERSHIP EXPENSES | $6,849 | $6,849 | $0 |
| MEMBERSHIP DUES | $2,130 | $0 | $2,130 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX REFUND | $3,113 | $0 |
| PARTNERSHIP INCOME | $411 | $411 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF MV OVER BASIS OF CONTRIB ASSET | $90,548 |
| COST BASIS ADJUSTMENT | $75,975 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,773 | Amt |
| Net Investment Income | $17,773 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET RAMSEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 TOWER ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017734402 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,002 | Amt |
| Net Investment Income | $1,002 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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