DORAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DORAN FAMILY FOUNDATION (EIN 22-6424850)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-21
- IRS object ID
- 201941419349100119
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-21T15:49:31-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226424850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORA | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES P O BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W DORAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA DISPENSA | PreparerPersonNm |
| PTIN | P00739263 | PTIN |
| Phone | 6172277940 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.92.138.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 12:51:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3E75DC3DE39F60376FA3C672287DD990DCFC701C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,215,776 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $623,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,438 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,787 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $223,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,286 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,678 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,678 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,609 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,609 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,459 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $193,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $193,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $204,992 | CashBOYAmt |
| Cash EOY | $166,136 | CashEOYAmt |
| Cash EOYFMV | $166,136 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,034,162 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,868,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,670,361 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $228,755 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $375,955 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $371,023 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,256 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,491,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,419,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,215,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,296,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,296,682 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,805,395 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,876,976 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,491,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,419,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,491,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,419,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,491,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,419,706 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,419,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | $617,704 | $449,573 | $168,131 | $168,131 |
| CAMCAP OFFSHORE | $5,297 | $5,297 | $5,297 | |
| CAMCAP RESOURCES LP | $13,990 | -$13,990 | -$13,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,438 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,607 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,291,010 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056094 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $816,963 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,089,994 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.264390 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,087,035 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,076,933 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.678284 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $756,820 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,102,038 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.243975 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,752,701 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,542,126 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.494816 | DistributionYr5Rt |
| Total Distribution | 1.737559 | TotalDistributionRt |
| Average Distribution | 0.347512 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,488,586 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,212,325 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,693 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,214,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $200,638 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,386 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,386 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,714 | OverpaymentAmt |
| Applied To ES Tax | $14,714 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HEMENWAY TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6039138022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 PELHAM ROAD SUITE 401 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03079 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT W DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EVELYN H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,343,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,541,712 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,541,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,488,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,386 | TotalTaxAmt |
| Distributable Before Adj | $171,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $171,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $171,043 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,638 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $200,638 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $200,638 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,589,332 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $617,256 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,965,282 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $686,215 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,926,436 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $171,043 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,595 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,956,031 | 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 | $1,589,332 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,366,699 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $617,256 | ExcessFromYear4Amt |
| Excess From Year3 | $1,965,282 | ExcessFromYear3Amt |
| Excess From Year2 | $686,215 | ExcessFromYear2Amt |
| Excess From Year1 | $68,351 | ExcessFromYear1Amt |
| Excess From Current Year | $29,595 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W DORAN | ContributingManagerNm |
| Contributing Manager | EVELYN H DORAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | PC | UNRESTRICTED GRANT | $25,000 |
| VOICES OF NAPLES | ||||||
| 28179 VANDERBILT DRIVE | BONITA SPRINGS | FL | 34134 | PC | TO SUPPORT MUSIC EDUCATION FOR HIGH SCHOOLS SENIORS FROM COLLIER & LEE COUNTIES | $10,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | PC | TO SUPPORT THE HIGGINSON SOCIETY OF THE BSO | $12,000 |
| BROOKLINE GREENSPACE ALLIANCE | ||||||
| PO BOX 470514 | BROOKLINE | MA | 02447 | PC | FRIENDS OF LARZ ANDERSON PARK | $1,000 |
| NEW PROFIT | ||||||
| 200 CLARENDON STREET 44TH FL | BOSTON | MA | 02116 | PC | 20TH ANNIVERSARY OF GREAT LEADERSHIP BY VANESSA KIRSCH | $25,000 |
| CONSERVATORY LAB CHARTER SCHOOL | ||||||
| 2120 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | PC | UNRESTRICTED GRANT | $25,000 |
| MARTHA'S VINEYARD MUSEUM | ||||||
| PO BOX 1310 | EDGARTOWN | MA | 02539 | PC | UNRESTRICTED GRANT | $45,000 |
| MARTHA'S VINEYARD MUSEUM | ||||||
| PO BOX 1310 | EDGARTOWN | MA | 02124 | PC | UNRESTRICTED GRANT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,000 | 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 | $40,848 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $22,787 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,073 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES - TAX PREPARATION FEE | CategoryTxt |
| Amt | $11,850 | Amt |
| Net Investment Income | $5,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75,000 ORACLE 2.25% 10.08.19 | $75,420 | $74,646 |
| 75,000 MCDONALDS MTN 2.2% 5.26.20 | $75,418 | $74,163 |
| 75,000 INTEL 2.45% 7.29.20 | $75,583 | $74,699 |
| 75,000 APPLE 2.85% 5.06.21 | $76,475 | $75,091 |
| 75,000 VERIZON 1.75% 8.15.21 | $73,059 | $72,424 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 ABBOTT LABS | $36,521 | $50,631 |
| 105 ALPHABET INC CL A | $44,544 | $109,721 |
| 80 AMAZON.COM | $66,775 | $120,158 |
| 540 AMERICAN TOWER | $47,793 | $85,423 |
| 900 AMERICAN WATER WORKS | $33,963 | $81,693 |
| 1000 ANALOG DEVICES | $87,087 | $85,830 |
| 480 APPLE INC | $36,298 | $75,715 |
| 400 APTARGROUP | $34,053 | $37,628 |
| 2900 BOSTON SCIENTIFIC | $48,561 | $102,486 |
| 600 CANADIAN NATL RAILWAY | $49,512 | $44,466 |
| 500 CELGENE CORP | $45,259 | $32,045 |
| 2100 CHARLES SCHWAB | $83,698 | $87,213 |
| 500 CHUBB LIMITED | $69,770 | $64,590 |
| 500 CONSTELLATION BRANDS | $44,425 | $80,410 |
| 420 COSTCO WHOLESALE | $23,994 | $85,558 |
| 450 DANAHER CORP | $40,358 | $46,404 |
| 275 DISNEY | $30,945 | $30,154 |
| 250 EOG RESOURCES | $28,141 | $21,802 |
| 600 FACEBOOK INC | $55,850 | $78,654 |
| 800 FIRST REPUBLIC BANK | $34,303 | $69,520 |
| 800 FISERV | $51,795 | $58,792 |
| 3330 HARSCO CORP | $41,205 | $66,134 |
| 250 JOHNSON & JOHNSON | $31,929 | $32,263 |
| 900 LEIDOS HOLDINGS INC | $40,298 | $47,448 |
| 500 NESTLE SA ADR | $41,818 | $40,475 |
| 750 NOVARTIS AG ADR | $62,545 | $64,358 |
| 1500 PAYPAL HOLDINGS | $56,592 | $126,135 |
| 780 PHILLIPS 66 | $62,262 | $67,197 |
| 350 PROCTER & GAMBLE | $32,718 | $32,172 |
| 750 SALESFORCE.COM | $53,436 | $102,727 |
| 225 SHERWIN WILLIAMS | $69,811 | $88,528 |
| 450 THERMO FISHER SCIENTIFIC | $55,877 | $100,705 |
| 2000 TJX COS | $54,690 | $89,480 |
| 700 UNILEVER PLC NEW ADR | $40,775 | $36,575 |
| 600 UNITED TECHNOLOGIES | $72,680 | $63,888 |
| 850 VISA | $55,215 | $112,149 |
| 600 XYLEM INC | $37,682 | $40,032 |
| 1300 ZOETIS INC | $65,049 | $111,202 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CAMCAP RESOURCES LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,388 | BookValueAmt |
| EOYFMV | $8,256 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES - LEGAL FEES | CategoryTxt |
| Legal Fees | $1,678 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,678 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $0 | $35 |
| CHECKING FEES | $152 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $22,787 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,787 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,609 | Amt |
| Net Investment Income | $23,609 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,459 | $1,459 | $0 |
| PRIOR YEARS FIDUCIARY TAXES AND ASSESSMENTS | $62,871 | $0 | $0 |
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