MATTINA R PROCTOR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MATTINA R PROCTOR FOUNDATION (EIN 11-1067014)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349105719
- Schema version
- 2018v3.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:10:52-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042232383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111067014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA R PROCTOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BROUDE & HOCHBERG LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 6177485100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST NO 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY D HUTCHINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177485100 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER E KLINE | PreparerPersonNm |
| PTIN | P01432534 | PTIN |
| Phone | 6177485100 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 144.121.56.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 15:09:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3E5605985E789AD8A76DF3EE02C337B1FD0266F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1D91BBBE522A5E115502B3A2100E8BDF45A0E42F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,321,716 | 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 | $1,024 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,097 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $453,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $468,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $304,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $492,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $364,844 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $759,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $834,060 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,348 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,174 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,174 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $564 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,142 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,154 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,362 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,481 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,481 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,666 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $274,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $136,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $774,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $636,317 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $723,066 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,368 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,761 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,761 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,800 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,800 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,800 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,428,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,375,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,159,155 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,552,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,538,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,321,716 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,549,423 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,538,417 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,561 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,552,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,538,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,552,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,538,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,552,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,567 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,538,417 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,538,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HOME EXCHANGE BANK CD | P | 2018-08-14 | 2018-09-27 | $35,000 | $35,000 | $0 | $0 |
| PREFERRED BANK CD | P | 2018-07-18 | 2018-09-28 | $10,000 | $10,000 | $0 | $0 |
| 1,700.000 SHS CANADIAN NATIONAL RY CO | P | 2010-12-21 | 2018-01-25 | $135,280 | $56,574 | $78,706 | $78,706 |
| 300.000 SHS CANADIAN NATIONAL RY CO | P | 2010-12-21 | 2018-01-25 | $23,870 | $9,984 | $13,886 | $13,886 |
| 740.000 SHS EXXON MOBIL CORP | D | 1980-11-25 | 2018-09-07 | $60,272 | $3,989 | $56,283 | $56,283 |
| 260.000 SHS EXXON MOBIL CORP | D | 1980-11-25 | 2018-09-07 | $21,178 | $1,402 | $19,776 | $19,776 |
| 1,860.000 SHS EXXON MOBIL CORP | D | 1980-11-25 | 2018-10-29 | $145,041 | $10,027 | $135,014 | $135,014 |
| 540.000 SHS EXXON MOBIL CORP | D | 1983-07-14 | 2018-10-29 | $42,109 | $164 | $41,945 | $41,945 |
| 100.000 SHS EXXON MOBIL CORP | D | 1983-07-14 | 2018-10-29 | $7,798 | $30 | $7,768 | $7,768 |
| CAPITAL GAINS DIVIDENDS | P | $11,466 | $11,466 | $11,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $364,844 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $642,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,918,298 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043089 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $689,653 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,983,021 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049321 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $830,431 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,057,360 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059074 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $837,021 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,121,394 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055353 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $759,121 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,092,660 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053866 | DistributionYr5Rt |
| Total Distribution | 0.260703 | TotalDistributionRt |
| Average Distribution | 0.052141 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,624,394 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $762,531 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,231 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $769,762 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $636,317 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,461 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,461 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,060 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,060 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,599 | OverpaymentAmt |
| Applied To ES Tax | $7,599 | 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 | WWW.MRPF.ORG | WebsiteAddressTxt |
| Individual With Books | JEFFREY D HUTCHINS TRUSTEE | IndividualWithBooksNm |
| Phone | 6177485100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY D HUTCHINS | ||||||||
| 75 FEDERAL STREET SUITE 1300 | BOSTON | MA | 02110 | TRUSTEE | 10.00 | $54,174 | $0 | $0 |
| WILLIAM I HOCHBERG | ||||||||
| 1900 AVENUE OF THE STARS 21ST FLOOR | LOS ANGELES | CA | 90067 | TRUSTEE | 10.00 | $54,174 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BROUDE & HOCHBERG LLP | |||||
| 75 FEDERAL ST STE 1300 | BOSTON | MA | 02110 | GRANT ADMINISTRATION | $75,362 |
| BROUDE & HOCHBERG LLP | |||||
| 75 FEDERAL ST STE 1300 | BOSTON | MA | 02110 | TRUST ADMINISTRATION | $27,153 |
| 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 | $14,743,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,847,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,847,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,624,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $731,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $731,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,461 | TotalTaxAmt |
| Distributable Before Adj | $716,759 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $716,759 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $716,759 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $636,317 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $636,317 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $636,317 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $716,759 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $226,778 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $636,317 | QualifyingDistributionsAmt |
| Applied To Year1 | $226,778 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $409,539 | 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 | $307,220 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY D HUTCHINS TRUSTEE CO BROUD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177485100 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ACCEPTED FROM PUBLIC CHARITIES. APPLICATIONS SHOULD BE BY LETTER, AND CONTAIN A DESCRIPTION OF THE APPLICANT ORGANIZATION, PURPOSE AND BUDGET OF GRANT SOLICITED, AND PROOF OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES. | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||||
| 2830 S CENTRAL AVENUE | LOS ANGELES | CA | 90011 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |
| ALBANY MUSIC FOUNDATION | ||||||||
| 915 BROADWAY | ALBANY | NY | 12207 | N/A | PUBLIC CHARITY | RECORDING OF "SKY LEGENDS" CD BY COMPOSER DAVID OWENS | $10,000 | |
| AMERICAN RED CROSS OF MAINE | ||||||||
| 2401 CONGRESS STREET | PORTLAND | ME | 04102 | N/A | PUBLIC CHARITY | RELIEF FOR VICTIMS OF CALIFORNIA WILDFIRES | $2,500 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | N/A | PUBLIC CHARITY | SUPPORT FOR AMC'S PROJECT, "RESTORING NATIVE TROUT AND SALMON HABITAT IN MAINE'S 100 MILE WILDERNESS" | $2,500 | |
| APPRENTICESHOP | ||||||||
| 643 MAIN STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | SUPPORT FOR SHIPBUILDING AND SEAMANSHIP PROGRAMS, COMMUNITY SAILING AND OTHER GENERAL NEEDS | $3,500 | |
| APPRENTICESHOP | ||||||||
| 643 MAIN STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | SUPPORT FOR BOAT BUILDING PROGRAMS IN MIDCOAST MAINE | $6,000 | |
| ARTWORXLA | ||||||||
| 1930 WILSHIRE BLVD 800 | LOS ANGELES | CA | 90057 | N/A | PUBLIC CHARITY | ARTS PROGRAMS | $3,000 | |
| BERKLEE COLLEGE OF MUSIC | ||||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | TOWARD BERKLEE INSTITUTE FOR ARTS EDUCATION AND SPECIAL NEEDS PROGRAM | $6,300 | |
| BLUE HILL CONCERT ASSOCIATION | ||||||||
| PO BOX 140 | BLUE HILL | ME | 04614 | N/A | PUBLIC CHARITY | SUPPORT FOR MUSICAL PROGRAMS IN HONOR OF ORGANIZATION'S 40TH ANNIVERSARY SEASON | $4,000 | |
| BOSTON LYRIC OPERA | ||||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | SUPPORT FOR THE 2016-2017 CONCERT SEASON AND GENERAL OPERATING SUPPORT | $50,000 | |
| BOSTON LYRIC OPERA | ||||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | SUPPORT FOR THE 2016-2017 CONCERT SEASON AND GENERAL OPERATING SUPPORT | $50,000 | |
| BOSTON MODERN ORCHESTRA PROJECT | ||||||||
| 376 WASHINGTON STREET | MALDEN | MA | 02148 | N/A | PUBLIC CHARITY | IN SUPPORT OF THE RELEASE OF LEON KIRCHNER'S COMPLETE ORCHESTRAL WORKS ON BMOP/SOUND | $15,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRAS | ||||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | SUPPORT FOR PERFORMANCE OF GEORGES BIZET'S OPERA, CARMEN | $15,000 | |
| CALLIOPE MUSIC | ||||||||
| PO BOX 624 | ANDOVER | MA | 01810 | N/A | PUBLIC CHARITY | FOR 2018 CONCERTS | $2,500 | |
| COASTAL MOUNTAINS LAND TRUST | ||||||||
| 101 MT BATTIE STREET | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | SUPPORT FOR THE ROUND THE MOUNTAIN COLLABORATION | $12,500 | |
| COMMUNITY HOUSE THE | ||||||||
| 284 BAY ROAD | HAMILTON | MA | 01982 | N/A | PUBLIC CHARITY | GEORGE & EMILY PROCTOR MANDELL LEGACY PROJECT | $5,000 | |
| EMMANUEL MUSIC | ||||||||
| PO BOX 171184 | BOSTON | MA | 02117 | N/A | PUBLIC CHARITY | IN SUPPORT OF THE PERFORMANCE OF STRAVINSKY'S OEDIPUS REX | $5,000 | |
| FARNSWORTH ART MUSEUM | ||||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $25,000 | |
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PRIVATE FOUNDATION | SUPPORT FOR THE SHAKESPEARE CONCERTS 2018 PERFORMANCES AND RELATED RECORDINGS | $25,000 | |
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PRIVATE FOUNDATION | FOR PROMOTIONAL SUPPORT OF THE SHAKESPEARE CONCERTS 2018 PERFORMANCES AND RELATED RECORDINGS | $15,000 | |
| FRIENDS OF ANIM | ||||||||
| 200 W 57TH STREET STE 403 | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | JEFF - 11/15/19 09:26AM WORKSHEET PRIVATE FOUNDATION | $3,000 | |
| FRIENDS OF BAXTER STATE PARK | ||||||||
| PO BOX 322 | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | SUPPORT FOR "ENGAGING YOUTH AS ENVIRONMENTAL STEWARDS" PROJECT | $2,500 | |
| GRAMMY MUSEUM | ||||||||
| 800 W OLYMPIC BLVD | LOS ANGELES | CA | 90015 | N/A | PUBLIC CHARITY | IN SUPPORT OF GRAMMY SIGNATURE SCHOOLS PROGRAM IN THE BOSTON OR ROCKLAND, ME, REGIONS AND/OR OTHER PROJECT OR CAPITAL NEEDS | $10,000 | |
| GUITARS IN THE CLASSROOM | ||||||||
| 1761 HOTEL CIRCLE S SUITE 210 | SAN DIEGO | CA | 92108 | N/A | PUBLIC CHARITY | ACTIVITIES IN MAINE AND/OR MASSACHUSETTS AND/OR OTHER PROJECT OR CAPITAL NEEDS | $2,500 | |
| HANDEL AND HAYDN SOCIETY | ||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | SUPPORT FOR 2017-2018 SEASON, AND BACH'S MASS IN B MINOR | $2,500 | |
| HERRING GUT LEARNING CENTER | ||||||||
| 59 FACTORY ROAD | PORT CLYDE | ME | 04855 | N/A | PUBLIC CHARITY | SUSTAINABLE SEAWEED PROGRAM | $1,000 | |
| INNER-CITY ARTS | ||||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | N/A | PUBLIC CHARITY | GENERAL | $3,500 | |
| ISRAEL EMERGENCY ALLIANCE | ||||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | N/A | PUBLIC CHARITY | IN SUPPORT OF MUSICAL PERFORMANCES IN ISRAEL | $1,200 | |
| JAZZ BAKERY THEQUINCY JONES URBAN JAZZ CAMP | ||||||||
| 1836 BENEDICT CANYON DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PUBLIC CHARITY | FUNDING DIRECTED TOWARD A JAZZ CAMP FOR UNDER-PRIVILEGED YOUTH | $3,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICE | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITY | SUPPORT FOR ADOPTION RESOURCES PROGRAM | $10,000 | |
| KNITTING CONNECTION THE | ||||||||
| PO BOX 560065 | MEDFORD | MA | 02156 | N/A | PUBLIC CHARITY | GENERAL SUPPORT FOR CHARITABLE MISSION TO PROVIDE KNITTED ITEMS TO THOSE IN NEED | $1,000 | |
| MAINE MEDIA WORKSHOPS & COLLEGE | ||||||||
| PO BOX 200 | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | ARCHITECTURAL DESIGN AND PLANNING PHASE OF A MASTER FACILITIES PLAN | $10,000 | |
| MAINE MEDIA WORKSHOPS & COLLEGE | ||||||||
| PO BOX 200 | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | ARCHITECTURAL DESIGN AND PLANNING PHASE OF A MASTER FACILITIES PLAN | $20,000 | |
| MAKING COMMUNITY HAPPEN | ||||||||
| 46 SUMMER STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | SUPPORT FOR MEALS ON WHEELS PROGRAM | $1,000 | |
| MERCY HEALTHCARE FOUNDATION | ||||||||
| MERCY HOSPITAL 144 STATE STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | FIVE-YEAR PLEDGE TO THE MATTINA R. PROCTOR DIABETES CENTER FOR OUTREACH AND FOR RELOCATION TO FORE RIVER CAMPUS, INSTALLMENT #4 OF 5 | $75,000 | |
| MERRYSPRING NATURE CENTER | ||||||||
| PO BOX 893 | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | SUPPORT FOR ENVIRONMENTAL OUTREACH AND YOUTH-ORIENTED ACTIVITIES PROGRAMS | $2,500 | |
| NEW ENGLAND AQUARIUM | ||||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | FOR THE ANDERSON CABOT CENTER'S WORK AT THE INTERSECTION OF NORTH ATLANTIC RIGHT WHALE CONSERVATION AND FISHERIES RESILIENCE | $10,000 | |
| NEW ENGLAND CONSERVATORY | ||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 150 NORTH STREET | BOSTON | MA | 02109 | N/A | PUBLIC CHARITY | FOR PIANO TECHNOLOGY PROGRAMS | $2,500 | |
| NORTHEASTERN UNIVERSITY SCHOOL OF LAW | ||||||||
| 416 HUNTINGTON AVENUE CAMPUS 202 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | SUPPORT FOR THE CENTER FOR LAW, INNOVATION AND CREATIVITY | $10,000 | KNOWLES |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC CHARITY | IN SUPPORT OF PERKINS RADIO, WITH A FOCUS ON STAFF EXPANSION AND IMPROVEMENT OF THE STATION'S TECHNOLOGY | $6,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL | $1,000 | |
| PINE TREE LEGAL ASSISTANCE | ||||||||
| PO BOX 547 | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | GENERAL FUNDING FOR MISSION OF PROVIDING LEGAL ASSISTANCE TO MAINE'S UNDERSERVED AND VULNERABLE POPULATIONS | $1,000 | |
| POINTS NORTH INSTITUTE | ||||||||
| PO BOX 836 | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | IN SUPPORT OF THE CAMDEN INTERNATIONAL FILM FESTIVAL | $1,000 | |
| POINTS NORTH INSTITUTE | ||||||||
| PO BOX 836 | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | IN SUPPORT OF THE CAMDEN INTERNATIONAL FILM FESTIVAL | $4,000 | |
| PRICE CENTER THE | ||||||||
| 27 CHRISTINA STREET SUITE 201 | NEWTON | MA | 02461 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| RONALD MCDONALD HOUSE BOSTON HARBOR | ||||||||
| 250 FIRST AVENUE 318 | BOSTON | MA | 02129 | N/A | PUBLIC CHARITY | TO ASSIST IN FUNDING AN APARTMENT PROVIDING HOUSING TO AN MGH PATIENT AND HIS OR HER FAMILY DURING TREATMENT IN THE PEDIATRIC HEMATOLOGY-ONCOLOGY PROGRAM AT MASSACHUSETTS GENERAL HOSPITAL FOR CHILDREN | $20,000 | |
| WORLD OF CHANGE | ||||||||
| PO BOX 83 | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | YEAR-END MATCHING GRANT ("CHALLENGE GRANT") | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | 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 | $1,024 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $453,858 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $304,719 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $759,601 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $759,601 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROUDE & HOCHBERG LLP TAX | $8,942 | $0 | $0 |
| DARMODY, MERLINO & CO., LLP | $7,200 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER RD | WORCESTER | MA | 01602 | 2018-01-11 | $15,000 | TO FUND PROMOTION OF THE FOUNDATION'S PROJECTS. | NONE | 05/23/19 |
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER RD | WORCESTER | MA | 01602 | 2018-03-29 | $25,000 | UNDERWRITE 2018 SPRING SHAKESPEARE CONCERT AT JORDAN HALL AND RECORDING SESSIONS AT MECHANICS HALL. | NONE | 05/23/19 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21,007 SH. AT&T INC. | $590,860 | $599,540 |
| 3,000 SH. BOSTON PROPERTIES INC. | $268,819 | $337,650 |
| 6,188 SH. BRISTOL MYERS SQUIBB CO. | $151,204 | $321,652 |
| 3,400 SH. CATERPILLAR INC. | $250,676 | $432,038 |
| 6,000 SH. CHEVRON CORP. | $358,740 | $652,740 |
| 3,331 SH. CISCO SYSTEMS INC. | $57,918 | $144,332 |
| 16,000 SH. COCA COLA CO. | $329,718 | $757,600 |
| 6,000 SH. CONAGRA FOODS INC. | $123,937 | $128,160 |
| 2,000 SH. DISNEY CO. | $98,944 | $219,300 |
| 4,500 SH. DOWDUPONT, INC. | $240,390 | $240,660 |
| 12,820 SH. DOWDUPONT, INC. | $445,924 | $685,614 |
| 2,475 SH. DUKE ENERGY CORP. | $112,112 | $213,593 |
| 8,200 SH. DUKE REALTY CORP | $219,898 | $212,380 |
| 4,000 SH. EMERSON ELECTRIC CO. | $63,205 | $239,000 |
| 14,500 SH. EXXONMOBIL CORP. | $476,071 | $988,755 |
| 26,810 SH. GENERAL ELECTRIC CO. | $620,770 | $202,952 |
| 12,000 SH. GENERAL MILLS INC. | $252,004 | $467,280 |
| 7,350 SH. GLOBAL X SUPERDIVIDEND ETF | $160,487 | $125,685 |
| 870 SH. JOHNSON & JOHNSON | $56,924 | $112,274 |
| 7,400 SH. JP MORGAN CHASE & CO. | $269,342 | $722,388 |
| 9,844 SH. MERCK & CO. INC. | $411,850 | $752,180 |
| 3,800 SH. MICROSOFT CORP. | $164,474 | $385,966 |
| 1,000 SH. PEPSICO INC. | $59,708 | $110,480 |
| 7,189 SH. PFIZER INC. | $113,557 | $313,800 |
| 2,338 SH. PHILLIPS 66-W/I | $59,480 | $201,419 |
| 11,100 SH. PROCTER & GAMBLE CO. | $379,517 | $1,020,312 |
| 10,000 SH. STATE STREET CORP. | $145,281 | $630,700 |
| 4,000 SH. UNION PACIFIC CORP. | $48,026 | $552,920 |
| 2,600 SH. UNITED TECHNOLOGIES CORP. | $130,430 | $276,848 |
| 6,500 SH. US BANCORP | $191,360 | $297,050 |
| 4,270 SH. VERIZON COMMUNICATIONS INC. | $136,356 | $240,059 |
| 6,000 SH. WELLS FARGO & CO. | $179,145 | $276,480 |
| 4,886 SH. WEYERHAEUSER CO. | $136,012 | $106,808 |
| 1,000 SH. 3M CO. | $72,717 | $190,540 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROUDE & HOCHBERG LLP LEGAL | CategoryTxt |
| Legal Fees | $564 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPONENT PHILANTHROPY MEMBERSHIP DUES | $750 | $0 | $0 |
| LIABILITY INSURANCE | $1,262 | $0 | $0 |
| ADVERTISING | $2,300 | $0 | $2,300 |
| STATE STREET CUSTODY FEES | $480 | $480 | $0 |
| WELLS FARGO INVESTMENT FEE | $29,186 | $29,186 | $0 |
| MA FORM PC FILING FEE | $125 | $0 | $0 |
| OFFICE EXPENSE | $15 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROUDE & HOCHBERG GRANT ADMIN. FEE | $75,362 | $0 | $75,362 |
| BROUDE & HOCHBERG TRUST ADMIN. FEE | $27,153 | $27,154 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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