AMELIA PEABODY CHARITABLE FUND TRS: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMELIA PEABODY CHARITABLE FUND TRS (EIN 23-7364949)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-03
- IRS object ID
- 201922769349100212
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-03T14:35:08-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041796830 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL BRIER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN POST OFFICE SQUARE - 6TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021094689 | 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 | 237364949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY CHARITABLE FUND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMEL | BusinessNameControlTxt |
| Phone | 6174516178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET NO 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALEB LORING III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174516178 | PhoneNum |
| Signature | 2019-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN D CANDELARIO | PreparerPersonNm |
| PTIN | P00739148 | PTIN |
| Phone | 6175237094 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.245.7.113 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-26 | IPDt |
| IP Tm | 15:19:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5BECEE22EA95F0087CAB624DD0AB2EA2F9A7D75B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 97607FD194C09D7029EA29303B2DB024231C35F3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $160,693,242 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $102,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,723,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,723,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,625,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,693,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,625,892 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $313,275 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $304,275 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,765,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,653,984 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $400,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $320,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $217,507 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,751 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $195,756 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,867 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,187 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,680 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,235 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,235 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $43,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $299,204 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $290,359 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,845 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $324,477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151,960 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,483 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $37,887 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $33,924 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,392 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,532 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,862 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,536 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,326 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,481,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $601,185 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $685,857 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,062,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,062,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,544,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $601,185 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,748,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,779,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,052,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,438 | CashBOYAmt |
| Cash EOY | $60,744 | CashEOYAmt |
| Cash EOYFMV | $60,744 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,237,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,173,335 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,173,335 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $16,492,864 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,592,720 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,503,782 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $80,761,623 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,295,106 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $120,080,182 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,967,758 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,637,848 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,569,633 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,134,230 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,136,832 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,263,968 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,460,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $419,245 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,028,631 | LandBOYAmt |
| Land EOY | $1,041,598 | LandEOYAmt |
| Land EOYFMV | $1,041,598 | LandEOYFMVAmt |
| Total Assets BOY | $116,642,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,938,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $160,693,242 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $124,524,483 | CapitalStockBOYAmt |
| Capital Stock EOY | $124,524,483 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$7,881,954 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$9,586,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,642,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,938,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,642,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,938,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,642,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,779,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $140,846 | OtherIncreasesAmt |
| Subtotal | $115,004,096 | SubtotalAmt |
| Other Decreases | $65,913 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,938,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $24,230,007 | $19,328,788 | $4,901,219 | $4,901,219 |
| PUBLIC TRADED SECURITIES | P | $8,463,609 | $8,738,936 | -$275,327 | -$275,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,625,892 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,356,635 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $165,456,988 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,108,071 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $153,155,147 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052940 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,919,329 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $158,779,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049876 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,273,106 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $163,399,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,036,988 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $154,237,267 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052108 | DistributionYr5Rt |
| Total Distribution | 0.262105 | TotalDistributionRt |
| Average Distribution | 0.052421 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $173,693,235 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,105,173 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80,528 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,185,701 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,748,357 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $80,528 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80,528 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,472 | OverpaymentAmt |
| Applied To ES Tax | $24,472 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.APCFUND.ORG | WebsiteAddressTxt |
| Individual With Books | CHERYL GIDEON | IndividualWithBooksNm |
| Phone | 6174516178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CALEB LORING III | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| ROBERT G BANNISH | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| KATHERINE L BABSON | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| MARGARET H MORTON | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BETHANY B KENDALL | ||||||||
| 185 DEVONSHIRE STREET SUITE 600 | BOSTON | MA | 02110 | EXECUTIVE DIRECTOR | 40.00 | $128,207 | $30,726 | $0 |
| CHERYL A GIDEON | ||||||||
| 185 DEVONSHIRE STREET SUITE 600 | BOSTON | MA | 02110 | ADMINISTRATOR | 40.00 | $89,300 | $31,064 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT ADVISORY | $151,294 |
| CB RICHARD ELLIS - NE PARNTER | |||||
| 111 HUNTINGTON AVE 12TH FLOOR | BOSTON | MA | 02199 | CONSTRUCTOR | $73,434 |
| 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 | $176,271,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $176,338,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $176,338,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,645,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $173,693,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,684,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,684,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80,528 | TotalTaxAmt |
| Distributable Before Adj | $8,604,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,604,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,604,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,748,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,748,357 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $80,528 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,667,829 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,604,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $887,055 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $887,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,748,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,604,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,144,223 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,031,278 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,031,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $887,055 | ExcessFromYear1Amt |
| Excess From Current Year | $1,144,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHERYL GIDEON EXEC ASSISTANTBUSINES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174516178 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS ARE SUBMITTED ONLINE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE FEBRUARY 1ST AND JULY 1ST OF EVERY YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | WE WILL NOT ACCEPT PROPOSALS FROM: INDIVIDUALS PRIVATE FOUNDATIONS ORGANIZATIONS EXISTING OR OPERATING OUTSIDE MASSACHUSETTS ORGANIZATIONS FUNDED PRINCIPALLY WITH TAX DOLLARS START-UP ORGANIZATIONS SECTION 509(A)(3) SUPPORTING ORGANIZATIONS RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES EDUCATIONAL INSTITUTIONS FOR EDUCATIONAL PURPOSES WE WILL NOT FUND: OPERATING BUDGETS PROGRAMS ADMINISTRATIVE OVERHEAD ANNUAL FUND DRIVES EMERGENCIES OR IMMEDIATE FUNDING REQUESTS EVENTS, PERFORMANCES, MEDIA, THEATRICAL PRODUCTIONS, PUBLICATIONS, EXHIBITS, CONFERENCES MULTI-YEAR GRANT PROPOSALS ADVOCACY OR LOBBYING EFFORTS SCHOLARSHIPS / FELLOWSHIPS / ENDOWMENTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION INC | |||||||
| 180 MAIN ST | GLOUCESTER | MA | 01930 | NONE | PC | CAPITAL | $90,000 |
| AMERICAN RED CROSS | |||||||
| 2000 CENTURY DRIVE | WORCESTER | MA | 01606 | NONE | PC | CAPITAL | $125,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PC | CAPITAL | $80,000 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | NONE | PC | CAPITAL | $200,000 |
| ASPIRE DEVELOPMENTAL SERVICES | |||||||
| 176 FRANKLIN STREET | LYNN | MA | 01904 | NONE | PC | CAPITAL | $25,000 |
| BAYSTATE HEALTH FOUNDATION | |||||||
| 280 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | NONE | PC | CAPITAL | $50,000 |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | |||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 01257 | NONE | PC | SPECIAL GRANT | $102,000 |
| BEVERLY CHILDREN'S LEARNING CENTER | |||||||
| 550 CABOT STREET | BEVERLY | MA | 01915 | NONE | PC | CAPITAL | $38,000 |
| BOSTON BUILDING MATERIALS COOPERATIVE | |||||||
| 100 TERRACE ST | ROXBURY | MA | 02120 | NONE | PC | CAPITAL | $75,000 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02215 | NONE | PC | CAPITAL | $600,000 |
| BOSTONIAN SOCIETY CORPORATION | |||||||
| 206 WASHINGTON STREET | BOSTON | MA | 02009 | NONE | PC | CAPITAL | $250,000 |
| BOYS & GIRLS CLUB OF GREATER LOWELL | |||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | NONE | PC | CAPITAL | $50,000 |
| BOYS & GIRLS CLUB OF STONEHAM | |||||||
| 15 DALE COURT | STONEHAM | MA | 02180 | NONE | PC | CAPITAL | $50,000 |
| BOYS & GIRLS CLUB OF TAUNTON | |||||||
| 31 COURT STREET | TAUNTON | MA | 02780 | NONE | PC | CAPITAL | $25,000 |
| BOYS & GIRLS CLUBS OF BOSTON | |||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | NONE | PC | CAPITAL | $62,000 |
| CAMBRIDGE CENTER FOR ADULT EDUCATION | |||||||
| 42 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PC | CAPITAL | $44,000 |
| CAPE COD FOUNDATION | |||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | NONE | PC | SPECIAL GRANT | $102,000 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | PC | CAPITAL | $100,000 |
| CODMAN SQUARE HEALTH CENTER | |||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | PC | CAPITAL | $28,500 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL MA | |||||||
| 649 JOHN FITCH HWY | FITCHBURG | MA | 01420 | NONE | PC | SPECIAL GRANT | $102,000 |
| COMMUNITY FOUNDATION OF SOUTHEASTERN MA | |||||||
| 128 UNION STREET UNIT 403 | NEW BEDFORD | MA | 02740 | NONE | PC | SPECIAL GRANT | $102,000 |
| COMMUNITY FOUNDATION OF WESTERN MA | |||||||
| 333 BRIDGE STREET | SPRINGFIELD | MA | 01103 | NONE | PC | SPECIAL GRANT | $102,000 |
| DECORDOVA & DANA MUSEUM & PARK | |||||||
| 51 SANDY POND ROAD | LINCOLN | MA | 01773 | NONE | PC | CAPITAL | $100,000 |
| DISMAS HOUSE OF MASSACHUSETTS | |||||||
| PO BOX 30125 | WORCESTER | MA | 01603 | NONE | PC | CAPITAL | $50,000 |
| DOTHOUSE HEALTH | |||||||
| 1353 DORCHESTER AVE | BOSTON | MA | 02122 | NONE | PC | CAPITAL | $75,000 |
| DOUBLE EDGE THEATRE PRODUCTIONS | |||||||
| 948 CONWAY ROAD | ASHFIELD | MA | 01330 | NONE | PC | CAPITAL | $50,000 |
| DOVER LAND CONSERVATION TRUST | |||||||
| PO BOX 562 | DOVER | MA | 02030 | NONE | PC | SPECIAL GRANT | $60,000 |
| ECONOMIC MOBILITY PATHWAYS | |||||||
| ONE WASHINGTON MALL | BOSTON | MA | 02108 | NONE | PC | CAPITAL | $35,000 |
| EDWARD M KENNEDY COMMUNITY HEALTH CENTER | |||||||
| 650 LINCOLN STREET | WORCESTER | MA | 02605 | NONE | PC | CAPITAL | $25,000 |
| EMH RECOVERY | |||||||
| 678 NORTH MAIN STREET | BROCKTON | MA | 02301 | NONE | PC | CAPITAL | $50,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER STREET | DANVERS | MA | 01923 | NONE | PC | SPECIAL GRANT | $102,000 |
| EXECUTIVE SERVICE CORPS OF NEW ENGLAND | |||||||
| 176 FEDERAL STREET SUITE 5C | BOSTON | MA | 02110 | NONE | PC | CAPITAL | $30,000 |
| FATHER BILL'S & MAINSPRING | |||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | NONE | PC | CAPITAL | $50,000 |
| FOUNDATION FOR METROWEST | |||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | NONE | PC | SPECIAL GRANT | $102,000 |
| GORE PLACE SOCIETY | |||||||
| 52 GORE STREET | WALTHAM | MA | 02453 | NONE | PC | CAPITAL | $75,000 |
| GREATER ASHMONT MAIN STREET | |||||||
| 1914 DORCHESTER AVE | BOSTON | MA | 02124 | NONE | PC | CAPITAL | $20,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | PC | CAPITAL | $100,000 |
| GREATER LOWELL COMMUNITY FOUNDATION | |||||||
| 100 MERRIMACK STREET SUITE 202 | LOWELL | MA | 01852 | NONE | PC | SPECIAL GRANT | $102,000 |
| GREATER WORCESTER COMMUNITY FOUNDATION | |||||||
| 370 MAIN STREET SUITE 650 | WORCESTER | MA | 01608 | NONE | PC | SPECIAL GRANT | $102,000 |
| HABITAT FOR HUMANITY - NORTH CENTRAL MA | |||||||
| 138 GREAT ROAD | ACTON | MA | 01720 | NONE | PC | CAPITAL | $25,000 |
| HARBORLIGHT COMMUNITY PARTNERS | |||||||
| PO BOX 507 | BEVERLY | MA | 01915 | NONE | PC | CAPITAL | $75,000 |
| HEYWOOD HOSPITAL | |||||||
| 242 GREEN STREET | GARDNER | MA | 01440 | NONE | PC | CAPITAL | $100,000 |
| HORACE MANN EDUCATIONAL ASSOCIATES | |||||||
| 8 FORGE PARK EAST | FRANKLIN | MA | 02038 | NONE | PC | CAPITAL | $50,000 |
| HUNTINGTON THEATRE COMPANY | |||||||
| 264 HUNTINGTON AVENUE | BOSTON | MA | 02116 | NONE | PC | CAPITAL | $100,000 |
| INTERFAITH SOCIAL SERVICES | |||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | NONE | PC | CAPITAL | $27,000 |
| ITALIAN HOME FOR CHILDREN | |||||||
| 1125 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | CAPITAL | $70,000 |
| LAHEY CLINIC HOSPITAL | |||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | NONE | PC | CAPITAL | $250,000 |
| LOWELL HOUSE | |||||||
| 555 MERRIMACK STREET | LOWELL | MA | 01854 | NONE | PC | CAPITAL | $50,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 02114 | NONE | PC | CAPITAL | $300,000 |
| MASSACHUSETTS HORTICULTURAL SOCIETY | |||||||
| 900 WASHINGTON STREET | WELLESLEY | MA | 02482 | NONE | PC | CAPITAL | $70,000 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PC | CAPITAL | $250,000 |
| MY BROTHER'S KEEPER | |||||||
| PO BOX 338 | EASTON | MA | 02356 | NONE | PC | CAPITAL | $25,000 |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | NONE | PC | CAPITAL | $350,000 |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | NONE | PC | CAPITAL | $350,000 |
| NORTH BENNET STREET SCHOOL | |||||||
| 152 NORTH STREET | BOSTON | MA | 02109 | NONE | PC | SPECIAL GRANT | $250,000 |
| OLD COLONY YMCA - BROCKTON | |||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | NONE | PC | CAPITAL | $50,000 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WARTERTOWN | MA | 02472 | NONE | PC | CAPITAL | $300,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | CAPITAL | $500,000 |
| PLYMOUTH CENTER FOR THE ARTS | |||||||
| 11 NORTH STREET | PLYMOUTH | MA | 02360 | NONE | PC | CAPITAL | $50,000 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | CAPITAL | $50,000 |
| RONALD MCDONALD HOUSE OF SPRINGFIELD | |||||||
| 34 CHAPIN TERRACE | SPRINGFIELD | MA | 01107 | NONE | PC | CAPITAL | $50,000 |
| ROOT NS INC | |||||||
| 35 CONGRESS STREET | SALEM | MA | 01970 | NONE | PC | CAPITAL | $45,000 |
| SHAKESPEARE & COMPANY | |||||||
| 70 KEMBLE STREET | LENOX | MA | 01240 | NONE | PC | CAPITAL | $50,000 |
| SOCIETY FOR PRESERVATION NE ANTIQUITIES | |||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | PC | CAPITAL | $50,000 |
| STANLEY STREET TREATMENT AND RESOURCES | |||||||
| 386 STANLEY STREET | FALL RIVER | MA | 02720 | NONE | PC | CAPITAL | $100,000 |
| THE SALEM MISSION | |||||||
| PO BOX 810 | SALEM | MA | 01970 | NONE | PC | CAPITAL | $20,000 |
| THE WANG CENTER FOR THE PERFORMING ARTS | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02116 | NONE | PC | CAPITAL | $150,000 |
| THOMPSON ISLAND OUTWARD BOUND EDUCCTR | |||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | PC | CAPITAL | $250,000 |
| TUFTS MEDICAL CENTER | |||||||
| 750 WASHINGTON STREET BOX 231 | BOSTON | MA | 02111 | NONE | PC | CAPITAL | $250,000 |
| TUFTS UNIVERSITY-CUMMINGS SCHOOL-VET MED | |||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | NONE | PC | CAPITAL | $610,000 |
| UNITARIAN UNIVERSALIST URBAN MINISTRY | |||||||
| 10 PUTNAM STREET | ROXBURY | MA | 02119 | NONE | PC | CAPITAL | $82,000 |
| WATERFRONT HISTORIC AREA LEAGUE | |||||||
| 15 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | NONE | PC | CAPITAL | $50,000 |
| WORCESTER CENTER FOR THE PERFORMING ARTS | |||||||
| 2 SOUTHBRIDGE STREET | WORCESTER | MA | 01608 | NONE | PC | CAPITAL | $75,000 |
| WORCESTER YOUTH CENTER | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PC | CAPITAL | $40,000 |
| YMCA - CAPE COD | |||||||
| 2245 LYANNOUGH ROAD | WBARNSTABLE | MA | 02668 | NONE | PC | CAPITAL | $35,000 |
| YMCA - HAMPSHIRE REGIONAL | |||||||
| 286 PROPSECT STREET | NORTHAMPTON | MA | 01060 | NONE | PC | CAPITAL | $40,000 |
| YMCA - MERRIMACK VALLEY | |||||||
| 101 AMESBURY STREET | LAWRENCE | MA | 01840 | NONE | PC | CAPITAL | $150,000 |
| YMCA - NEW BEDFORD - SOUTHCOAST | |||||||
| 128 UNION STREET UNIT 304 | NEW BEDFORD | MA | 02740 | NONE | PC | CAPITAL | $65,000 |
| YMCA OF GREATER WESTFIELD | |||||||
| 67 COURT STREET | WESTFIELD | MA | 01085 | NONE | PC | CAPITAL | $78,000 |
| YWCA OF CENTRAL MA | |||||||
| 1 SALEM SQUARE | WORCESTER | MA | 01608 | NONE | PC | CAPITAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,062,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,723,817 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304,275 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,625,892 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Related Or Exempt Function Incm | $9,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,653,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,662,984 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RETURNED GRANT | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUSAN B RICE TRUSTEE HMPAYSON ONE P | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $102,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST - CUSTODY FEES | $35,000 | $35,000 | $0 |
| RUSSELL, BRIER & CO LLP - AUDIT AND RELATED ACCOUNTING | $20,000 | $8,000 | $12,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER AND PERIPHERAL EQUIPMENT | 1998-01-08 | $4,852 | $4,852 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | 2004-06-03 | $3,260 | $3,260 | SL | 5.000000000000 | $0 | $0 |
| SERVER, SOFTWARE & MANUAL | 2006-04-10 | $350 | $350 | SL | 5.000000000000 | $0 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | 2008-08-01 | $1,248,641 | $295,294 | SL | 39.000000000000 | $32,016 | $0 |
| DESK AND CHAIRS | 2008-09-01 | $9,147 | $9,147 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2008-10-14 | $2,318 | $2,318 | SL | 5.000000000000 | $0 | $0 |
| BOOKCASES | 2008-12-22 | $822 | $822 | SL | 5.000000000000 | $0 | $0 |
| TELEPHONE | 2008-08-18 | $4,804 | $4,804 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER HARDWARE | 2008-09-12 | $6,308 | $6,308 | SL | 5.000000000000 | $0 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | 2008-09-12 | $99,755 | $26,537 | SL | 39.000000000000 | $2,558 | $0 |
| COLOR COPIER | 2008-03-17 | $10,356 | $10,356 | SL | 5.000000000000 | $0 | $0 |
| AIR CONDITIONER | 2010-07-27 | $5,733 | $5,733 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2011-06-01 | $2,600 | $2,600 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE (COUCH, LAMPS) | 2011-11-28 | $1,192 | $1,192 | SL | 5.000000000000 | $0 | $0 |
| SERVER BATTERY | 2012-07-11 | $200 | $200 | SL | 5.000000000000 | $0 | $0 |
| APPLE LAPTOP | 2012-11-06 | $1,279 | $1,279 | SL | 5.000000000000 | $0 | $0 |
| PRINTER | 2014-07-01 | $926 | $833 | SL | 5.000000000000 | $93 | $0 |
| NETWORK SOLUTIONS COMPUTER | 2015-07-04 | $3,300 | $2,310 | SL | 5.000000000000 | $660 | $0 |
| TWO DELL MONITORS | 2015-07-04 | $500 | $350 | SL | 5.000000000000 | $100 | $0 |
| TELEPHONE SYSTEM | 2016-03-17 | $3,647 | $2,188 | SL | 5.000000000000 | $729 | $0 |
| RUG IN OFFICE | 2018-04-30 | $11,344 | SL | 5.000000000000 | $1,513 | $0 | |
| ELEVATOR RENOVATION | 2018-02-21 | $39,510 | SL | 39.000000000000 | $844 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS-PUBLICLY TRADED | BondNm |
| EOY Book Value | $6,637,848 | EOYBookValueAmt |
| EOYFMV | $6,569,633 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS-PUBLICLY TRADED | StockNm |
| EOY Book Value | $75,295,106 | EOYBookValueAmt |
| EOYFMV | $120,080,182 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,091,008 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,999,067 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $501,712 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $504,715 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-PUBLICLY TRADED | AT COST | $8,198,460 | $8,574,245 |
| ALTERNATIVE INVESTMENTS | AT COST | $5,938,372 | $6,689,723 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER AND PERIPHERAL EQUIPMENT | $4,852 | $4,852 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | $3,260 | $3,260 | $0 |
| SERVER, SOFTWARE & MANUAL | $350 | $350 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $1,248,641 | $327,310 | $921,331 |
| DESK AND CHAIRS | $9,147 | $9,147 | $0 |
| CONFERENCE TABLE | $2,318 | $2,318 | $0 |
| BOOKCASES | $822 | $822 | $0 |
| TELEPHONE | $4,804 | $4,804 | $0 |
| COMPUTER HARDWARE | $6,308 | $6,308 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $99,755 | $29,095 | $70,660 |
| COLOR COPIER | $10,356 | $10,356 | $0 |
| AIR CONDITIONER | $5,733 | $5,733 | $0 |
| COMPUTER | $2,600 | $2,600 | $0 |
| FURNITURE (COUCH, LAMPS) | $1,192 | $1,192 | $0 |
| SERVER BATTERY | $200 | $200 | $0 |
| APPLE LAPTOP | $1,279 | $1,279 | $0 |
| PRINTER | $926 | $926 | $0 |
| NETWORK SOLUTIONS COMPUTER | $3,300 | $2,970 | $330 |
| TWO DELL MONITORS | $500 | $450 | $50 |
| TELEPHONE SYSTEM | $3,647 | $2,917 | $730 |
| RUG IN OFFICE | $11,344 | $1,513 | $9,831 |
| ELEVATOR RENOVATION | $39,510 | $844 | $38,666 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CASNER & EDWARDS | CategoryTxt |
| Legal Fees | $1,235 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,235 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDENDS & INTEREST - 2018 BOOK VS TAX ADJUSTMENT | $61,239 |
| CAPITAL GAINS DISTRIBUTIONS 2017 BOOKS VS TAX | $4,672 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $13,240 | $0 | $13,240 |
| INSURANCE | $6,548 | $655 | $5,893 |
| MA FILING FEE | $500 | $0 | $500 |
| OFFICE EXPENSES AND SUPPLIES | $17,246 | $2,372 | $14,874 |
| POSTAGE | $955 | $191 | $764 |
| UTILITIES | $3,690 | $369 | $3,321 |
| MISCELLANEOUS | $8,683 | $949 | $7,734 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HIGHVISTA PASS THRU NET INCOME(TAX BASIS) | $304,275 | $304,275 | $304,275 |
| RETURNED GRANT | $9,000 | $9,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REALIZED GAINS - 2018 BOOK VS TAX ADJUSTMENT | $55,686 |
| FOREIGN TAXES - 2017 BOOK VS TAX ADJUSTMENT | $65,050 |
| INVESTMENT ADVISORY FEES PAID - 2017 BOOK VS TAX ADJUSTMENT | $20,110 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $282,659 | $282,659 | $0 |
| W.B. SMITH | $7,700 | $7,700 | $0 |
| COMPLETE NETWORK SOLUTIONS | $8,845 | $0 | $8,845 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY ANNUITY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUSAN B RICE TRUSTEE HM PAYSON ONE | AddressLine1Txt |
| Address Line2 | PORTLAND SQUARE 5TH FL UNION STREE | AddressLine2Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON FOREIGN DIVIDEND | $150,240 | $150,240 | $0 |
| PAYROLL TAXES | $17,203 | $1,720 | $15,483 |
| FEDERAL TAXES | $157,034 | $0 | $0 |
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