LOFBERG FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LOFBERG FAMILY FOUNDATION (EIN 47-4915692)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349104601
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T15:50:02-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN041796830PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUSSELL BRIER & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TEN POST OFFICE SQUARE - 6TH FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021094689ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474915692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOFBERG FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOFBBusinessNameControlTxt
Phone6175237094PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O RUSSELL BRIER TEN PO SQ 6TH FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021094689ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPER GH LOFBERGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175237094PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE D CANDELARIOPreparerPersonNm
PTINP00739148PTIN
Phone6175237094PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.245.7.113IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-09IPDt
IP Tm12:56:15IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEC29372D94B0D5BAB06593A9D4C8B0482FC26D27AtSubmissionCreationDeviceId
At Submission Filing Device Id97607FD194C09D7029EA29303B2DB024231C35F3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,119,455FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,613,810ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$135InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$135InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$75,069DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,069DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$391,357NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$847,072GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$391,357CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,080,371TotalRevAndExpnssAmt
Total Net Invst Incm$466,561TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,780AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,390AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,390AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,235OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,235OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,300TaxesRevAndExpnssAmt
Taxes Net Invst Incm$503TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,350TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,128TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,425TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$121,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,128TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$107,425TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,959,021ExcessRevenueOverExpensesAmt
Net Investment Income$453,433NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,915CashBOYAmt
Cash EOY$2,590CashEOYAmt
Cash EOYFMV$2,590CashEOYFMVAmt
Sav And Temp Cash Invst EOY$11,675SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,675SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,009,192CorporateStockBOYAmt
Corporate Stock EOY$3,167,287CorporateStockEOYAmt
Corporate Stock EOYFMV$6,235,793CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$813,576OtherInvestmentsEOYAmt
Other Investments EOYFMV$869,397OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,036,107TotalAssetsBOYAmt
Total Assets EOY$3,995,128TotalAssetsEOYAmt
Total Assets EOYFMV$7,119,455TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,036,107RetainedEarningBOYAmt
Retained Earning EOY$3,995,128RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,036,107TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,995,128TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,036,107TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,995,128TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,036,107TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,959,021ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,995,128SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,995,128TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERKSHIRE HATHAWAY CL B, 150 SHS2012-02-132017-12-20$29,861$11,884$17,977$17,977
CVS HEALTH, 1,400 SHS2012-02-132017-07-26$109,089$60,302$48,787$48,787
CVS HEALTH, 2,019 SHS2012-02-132017-07-26$157,321$86,958$70,363$70,363
CVS HEALTH, 2,581 SHS2012-02-132017-07-26$201,112$111,241$89,871$89,871
CVS HEALTH, 4,300 SHS2012-02-132017-09-29$349,689$185,330$164,359$164,359
FieldValueIRS element (for citing)
Capital Gain Net Income$391,357CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,353AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,153,355NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.005737DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$567,051NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.005737TotalDistributionRt
Average Distribution0.002869AverageDistributionRt
Net Vl Noncharitable Assets$3,059,599NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,778AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,534NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,312AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$107,425QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,534InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,534SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,534TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$9,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,900TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Overpayment$5,361OverpaymentAmt
Applied To ES Tax$5,361AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRUSSELL BRIER CO LLPIndividualWithBooksNm
Phone6175237094PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O TEN POST OFFICE SQUARE 600AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PER GH LOFBERG
110 ELM STREETS DARMOUTHMA027483802TRUSTEE2.00$0$0$0
MARGARET M LOFBERG
110 ELM STREETS DARMOUTHMA027483802TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,055,233AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,959AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,106,192TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,106,192AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,593CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,059,599NetVlNoncharitableAssetsAmt
Minimum Investment Return$152,980MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$152,980MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,534TaxBasedOnInvestmentIncomeAmt
Total Tax$4,534TotalTaxAmt
Distributable Before Adj$148,446DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$148,446DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$148,446DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,425ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$107,425QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,534PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$102,891AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,446DistributableAsAdjustedAmt
Undistributed Income PY$107,027UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$107,425QualifyingDistributionsAmt
Applied To Year1$107,027AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$398AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$148,048UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPER GH LOFBERGContributingManagerNm
Contributing ManagerMARGARET M LOFBERGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDRENS ADVOCACY CENTER
58 ARCH STREETFALL RIVERMA02724PCCHARITABLE DONATION$5,000
LOVE 146 INC
PO BOX 8266NEW HAVENCT06530PCCHARITABLE DONATION$17,500
DIVINE MERCY CARE
4001 FAIR RIDGE DR STE 305FAIRFAXVA22033PCCHARITABLE DONATION$17,500
RUFF HOUSE RESCUE INC
PO BOX 365OCEANSIDENY11572PCCHARITABLE DONATION$5,000
HARLEM CHILDREN ZONE
35 EAST 125TH STREETNEW YORKNY10035PCCHARITABLE DONATION CHARITABLE DONACHARITABLE DONATION$30,000
LOLA & CHILDREN'S FUND
25 GRISWOLD STREETCAMBRIDGEMA02138PCCHARITABLE DONATIONCHARITABLE DONATIONCHARITABLE DONATION$5,000
BRAC USA
110 WILLIAM ST 18TH FLNEW YORKNY10038PCCHARITABLE DONATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,069ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$391,357ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$466,561ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$466,561TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPER GH LOFBERGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1110 ELM STREETAddressLine1Txt
CitySOUTH DARTMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02748ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,613,810TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1500 SHS ABB LTD$12,5452017-10-03
11900 SHS AMGEN INC$355,7372017-10-03
15000 SHS APPLE INC$772,4002017-10-03
11500 SHS BERKSHIRE HATHAWAY CL-B$278,5052017-10-03
14800 SHS BRISTOL MYERS SQUIBB CO$308,5922017-10-03
11800 SHS CATERPILLAR INC$225,9182017-10-03
15000 SHS CORNING INC$151,5502017-10-03
12435 SHS DOWDUPONT INC$171,3272017-10-03
11000 SHS EVERSOURCE ENERGY COM$60,2102017-10-03
1JOHNSON & JOHNSON$660,5002017-10-03
18000 SHS JP MORGAN CHASE & CO$778,8002017-10-03
17000 SHS MICROSOFT CORP$519,8202017-10-03
14000 SHS NOVARTIS AG ADR$346,6002017-10-03
16000 SHS WELLS FARGO & CO. NEW$333,4802017-10-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$4,780Amt
Net Investment Income$2,390NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,390DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES (COMMON STOCK)StockNm
EOY Book Value$3,167,287EOYBookValueAmt
EOYFMV$6,235,793EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$813,576BookValueAmt
EOYFMV$869,397EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA FORM PC FILING FEEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$10,235Amt
Net Investment Income$10,235NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonPER AND MARGARET LOFBERGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 ELM STREETAddressLine1Txt
CityS DARTMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP027483802ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES W/H$503$503$0
EXCISE TAXES$797$0$0

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