BETA

NORDBLOM FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NORDBLOM FAMILY FOUNDATION (EIN 04-3491328)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-09
IRS object ID
201843139349100209
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)
Return2018-11-09T09:09:26-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204071715PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERTELETTI DESROCHERS & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12400 DISTRICT AVENUE STE 240AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043491328EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NORDBLOM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORDBusinessNameControlTxt
Phone7812724000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line171 THIRD AVENUEAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM LEE NORDBLOMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812724000PhoneNum
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL R DESROCHERS CPAPreparerPersonNm
PTINP00447691PTIN
Phone7813283200PhoneNum
Preparation2018-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address34.196.132.75IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm09:27:01IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id975D45DB46E593F4BBD45D6A86FF472CBF4999E2AtSubmissionCreationDeviceId
At Submission Filing Device IdC4ADC5C2959BA43ADA732581B9F5E220E60C269DAtSubmissionFilingDeviceId
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$43,716,001FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$837,354DividendsRevAndExpnssAmt
Dividends Net Invst Incm$837,354DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$923,734NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,488,553GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$923,734CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$24,205OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,785,293TotalRevAndExpnssAmt
Total Net Invst Incm$1,761,088TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$54,597CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$54,597CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$27,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$27,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$291,905OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$277,078OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$14,827OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,984TaxesRevAndExpnssAmt
Taxes Net Invst Incm$24,984TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$129,775OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$122,273OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3,863OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$528,261TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$451,335TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$73,287TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,706,389ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,706,389ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,234,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$451,335TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,779,676TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$449,357ExcessRevenueOverExpensesAmt
Net Investment Income$1,309,753NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$170,936CashBOYAmt
Cash EOY$87,302CashEOYAmt
Cash EOYFMV$87,302CashEOYFMVAmt
Sav And Temp Cash Invst BOY$17,974SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,572SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,572SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$24,250PrepaidExpensesBOYAmt
Prepaid Expenses EOY$8,817PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$8,817PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$16,873,463CorporateStockBOYAmt
Corporate Stock EOY$14,750,219CorporateStockEOYAmt
Corporate Stock EOYFMV$17,687,736CorporateStockEOYFMVAmt
Other Investments BOY$22,911,957OtherInvestmentsBOYAmt
Other Investments EOY$24,674,313OtherInvestmentsEOYAmt
Other Investments EOYFMV$25,903,574OtherInvestmentsEOYFMVAmt
Total Assets BOY$39,998,580TotalAssetsBOYAmt
Total Assets EOY$39,549,223TotalAssetsEOYAmt
Total Assets EOYFMV$43,716,001TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$39,998,580CapitalStockBOYAmt
Capital Stock EOY$39,549,223CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$39,998,580TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,549,223TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$39,998,580TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,549,223TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$39,998,580TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$449,357ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$39,549,223SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$39,549,223TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3732.388 SHS TOTAL INTL STOCK IX INSTP2017-03-28$400,000$422,698-$22,698-$22,698
2309.972 SHS TOTAL INTL STOCK IX INSTP2017-07-19$265,000$261,550$3,450$3,450
5562.423 SHS TOTAL INTL STOCK IX INSTP2017-11-28$675,000$629,959$45,041$45,041
11892.627 SHS TOTAL STOCK MKT IDX INSTP2017-03-28$700,000$585,233$114,767$114,767
4283.867 SHS TOTAL STOCK MKT IDX INSTP2017-07-19$265,000$211,036$53,964$53,964
8729.315 SHS TOTAL STOCK MKT IDX INSTP2017-11-28$575,000$430,528$144,472$144,472
VANGUARD - TOTAL BOND MKT INDEX INSTP$2,783$2,783$2,783
SSGA REAL ESTATE NON-LENDING COMMON TRUST FUNDP$22,623$22,623$22,623
SSGA REAL ESTATE NON-LENDING COMMON TRUST FUNDP$26,796$26,796$26,796
FARALLON CAPITALP$12,854$12,854$12,854
FARALLON CAPITALP$109,448$109,448$109,448
LONE JUNIPERP$21,614$3,393$18,221$18,221
LONE JUNIPERP$358,091$20,422$337,669$337,669
FPA CRESCENT FUNDP$36,250$36,250$36,250
DAVIDSON KEMPNER INSTITUTIONAL PARTNERSP$10,216$10,216$10,216
DAVIDSON KEMPNER INSTITUTIONAL PARTNERSP$7,878$7,878$7,878
FieldValueIRS element (for citing)
Capital Gain Net Income$923,734CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$63,914NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,488,743AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$39,054,690NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038119DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,450,301AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$40,064,329NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036199DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,050,629AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$32,552,418NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032275DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,225AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,782,822NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000800DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$167,984NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.107393TotalDistributionRt
Average Distribution0.021479AverageDistributionRt
Net Vl Noncharitable Assets$41,229,948NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$885,578AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,098NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$898,676AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,779,676QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$13,098InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,098SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,098TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,160EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,160TotalPaymentsAndCreditsAmt
Es Penalty$23EsPenaltyAmt
Overpayment$10,039OverpaymentAmt
Applied To ES Tax$10,039AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNORDBLOM COMPANYIndividualWithBooksNm
Phone7812724000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line171 THIRD AVENUEAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER C NORDBLOM
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE1.00$0$0$0
ROBERT W NORDBLOM
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE1.00$0$0$0
ANNE N DODGE
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE1.00$0$0$0
M LEE NORDBLOM
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE25.00$54,597$0$0
CAROLYN C LOS
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRIME BUCHHOLZBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1273 CORPORATE DRIVEAddressLine1Txt
CityPORTSMOUTHCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03801ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT CONSULTINGServiceTypeTxt
Compensation$100,000CompensationAmt
FieldValueIRS element (for citing)
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$23,233,116AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,392AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$18,472,307FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,857,815TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$41,857,815AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$627,867CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,229,948NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,061,497MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,061,497MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,098TaxBasedOnInvestmentIncomeAmt
Income Tax$6,031IncomeTaxAmt
Total Tax$19,129TotalTaxAmt
Distributable Before Adj$2,042,368DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,042,368DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,042,368DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,779,676ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,779,676QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$13,098PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,766,578AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,042,368DistributableAsAdjustedAmt
Undistributed Income PY$1,692,766UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,779,676QualifyingDistributionsAmt
Applied To Year1$1,692,766AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$86,910AppliedToCurrentYearAmt
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$1,955,458UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALSO ONE
8 INDUSTRIAL WAYWHITMANMA02382PUBLIC CHARITYCHARITABLE$250
ALZHEIMER'S ASSOCIATION
480 PLEASANT STREETWATERTOWNMA02472PUBLIC CHARITYCHARITABLE$15,000
ANCIENT FAITH RADIO
PO BOX 748CHESTERTONIN46304PUBLIC CHARITYCHARITABLE$250
APPALACHIAN MOUNTAIN CLUB
5 JOY STREETBOSTONMA02108PUBLIC CHARITYCHARITABLE$15,000
BIRCH ROCK CAMP
30 BELLEVUE AVENUESOUTH PORTLANDME04106PUBLIC CHARITYCHARITABLE$10,000
BOYS AND GIRLS CLUB OF BOSTON INC
50 CONGRESS ST SUITE 730BOSTONMA02109PUBLIC CHARITYCHARITABLE$50,000
CARE DIMENSIONS
75 SYLVAN STREET SUITE B-102DANVERSMA01923PUBLIC CHARITYCHARITABLE$50,000
CARITAS COMMUNITIES
25 BRAINTREE HILL OFFICE PARKBRAINTREEMA02184PUBLIC CHARITYCHARITABLE$500
CHILDREN'S HOME SOCIETY OF WASHINGTON
PO BOX 15190SEATTLEWA98115PUBLIC CHARITYCHARITABLE$60,000
CHILDREN'S LITERACY FOUNDATION
1536 LOOMIS HILL ROADWATERBURY CENTERVT05677PUBLIC CHARITYCHARITABLE$700
CHILDREN'S MIRACLE NETWORK HOSPITALS
205 WEST 700 SOUTHSALT LAKE CITYUT84101PUBLIC CHARITYCHARITABLE$250
CHILDREN'S TRUST INC
55 COURT STREET 4TH FLOORBOSTONMA02108PUBLIC CHARITYCHARITABLE$25,000
CIRCLE PROGRAM
PO BOX 815PLYMOUTHNH03264PUBLIC CHARITYCHARITABLE$1,000
COMMUNITY PARTNERSHIP FAMILY RESOURCE CENTER
PO BOX 396DIVIDECO80814PUBLIC CHARITYCHARITABLE$15,000
COURAGEOUS PARENTS NETWORK
21 ROCHESTER RDNEWTONMA02458PUBLIC CHARITYCHARITABLE$35,419
CROSSROADS FOR KIDS
119 MYRTLE STDUXBURYMA02332PUBLIC CHARITYCHARITABLE$45,000
ECONOMIC MOBILITY PATHWAYS
ONE WASHINGTON MALL 3RD FLOORBOSTONMA02108PUBLIC CHARITYCHARITABLE$100,000
EPIPHANY
154 CENTRE STREETDORCHESTERMA02124PUBLIC CHARITYCHARITABLE$10,000
FAMILIES FIRST PARENTING PROGRAMS INC
P99 BISHOF ALLEN DR 3RD FLOORCAMBRIDGEMA02139PUBLIC CHARITYCHARITABLE$45,000
FAMILY NURTURING CENTER OF MASSACHUSETTS INC
200 BOWDOIN STREETDORCHESTERMA02122PUBLIC CHARITYCHARITABLE$150,000
FAMILY WORKS
1501 NORTH 45TH STREETSEATTLEWA98103PUBLIC CHARITYCHARITABLE$250
FRIENDS OF THE CHILDREN - BOSTON
555 AMORY STREETBOSTONMA02130PUBLIC CHARITYCHARITABLE$25,000
GIRLS LEAP INC
197A CENTRE STREETDORCHESTERMA02124PUBLIC CHARITYCHARITABLE$5,000
GRANITE STATE UNITED WAY
258 HIGHLAND STREETPLYMOUTHNH03264PUBLIC CHARITYCHARITABLE$10,000
HARLEM LACROSSE
PO BOX 708NEW YORKNY10030PUBLIC CHARITYCHARITABLE$1,000
HEALTH DEVELOPMENT INITIATIVE INC
PO BOX 10192SWANZEYNH03446PUBLIC CHARITYCHARITABLE$1,000
INSTITUTE OF REAL ESTATE MANAGEMENT FOUNDATION
125 NASHUA STREET STE 540BOSTONMA02114PUBLIC CHARITYCHARITABLE$60,000
INSTITUTE OF REAL ESTATE MANAGEMENT FOUNDATION
430 N MICHIGAN AVECHICAGOIL60611PUBLIC CHARITYCHARITABLE$50,000
JULIE'S FAMILY LEARNING PROGRAM INC
133 FORCHESTER STSHOUTH BOSTONMA02127PUBLIC CHARITYCHARITABLE$35,000
LAHEY CLINIC FOUNDATION INC
41 MALL ROADBURLINGTONMA01805PUBLIC CHARITYCHARITABLE$25,000
MASS GENERAL TRANSPLANT CENTER
125 NASHUA STREET STE 540BOSTONMA02114PUBLIC CHARITYCHARITABLE$100
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773PUBLIC CHARITYCHARITABLE$40,000
MASSACHUSETTS GENERAL HOSPITAL
54 FRUIT STREETBOSTONMA02114PUBLIC CHARITYCHARITABLE$750
MSPCA - ANGELL
350 SOUTH HUNTINGTON AVEBOSTONMA02130PUBLIC CHARITYCHARITABLE$25,000
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA02114PUBLIC CHARITYCHARITABLE$50,000
NATIONAL MS SOCIETY
733 THIRD AVENEW YORKNY10017PUBLIC CHARITYCHARITABLE$250
NETWORK FOR GOOD
140 CONNECTICUT AVE NW STE 700WASHINGTONDC20036PUBLIC CHARITYCHARITABLE$100
OPEN TABLE
PO BOX 42CONCORDMA01742PUBLIC CHARITYCHARITABLE$5,000
OPERATION SMILE
3641 FACULTY BOULEVARDVIRGINIA BEACHVA23453PUBLIC CHARITYCHARITABLE$10,000
ORTHODOX CHRISTIAN MISSION CENTER
220 MASON MANATEE WAYST AUGUSTINEFL32086PUBLIC CHARITYCHARITABLE$202,000
PARENT POSSIBLE
800 GRANT ST STE 200DENVERCO80203PUBLIC CHARITYCHARITABLE$10,000
PARENTING JOURNEY
366 SOMERVILLE AVESOMERVILLEMA02143PUBLIC CHARITYCHARITABLE$40,000
PEMI - BAKER COMMUNITY HEALTH
101 BOULDER POINT DRIVE SUITE 3PLYMOUTHMA03264PUBLIC CHARITYCHARITABLE$5,000
PEMI YOUTH CENTER
111 MAIN STREETPLYMOUTHNH03264PUBLIC CHARITYCHARITABLE$5,000
RAW ART WORKS
37 CENTRAL SQUARELYNNMA01901PUBLIC CHARITYCHARITABLE$25,000
ROCA INC
101 PARK STREETCHELSEAMA02150PUBLIC CHARITYCHARITABLE$25,000
ROOT NS INC
187 COUNTRY RDIPSWICHMA01938PUBLIC CHARITYCHARITABLE$50,000
SCARBOROUGH LAND CONSERVATION TRUST
PO BOX 1237SCARBOROUGHME04070PUBLIC CHARITYCHARITABLE$1,000
SMILE TRAIN
41 MADISON AVE 28TH FLOORNEW YORKNY10010PUBLIC CHARITYCHARITABLE$750
SOUTH BOSTON NEIGHBORHOOD HOUSE
136 H STREETSOUTH BOSTONMA02127PUBLIC CHARITYCHARITABLE$25,000
SS CONSTANTINE & HELEN ORTHODOX CHURCH
2770 N CHESTNUT STREETCOLORADO SPRINGSCO80907PUBLIC CHARITYCHARITABLE$600
THE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION
445 WARREN STREETDORCHESTERMA02121PUBLIC CHARITYCHARITABLE$35,000
THE CABOT PERFORMING ARTS CENTER
286 CABOT STREETBEVERLYMA01915PUBLIC CHARITYCHARITABLE$55,000
THE CONSERVATION PROJECT INC
20 UNIVERSITY ROAD 7TH FLOORCAMBRIDGEMA02138PUBLIC CHARITYCHARITABLE$100,000
THE DOUG FLUTIE JR FOUNDATION FOR AUTISM
PO BOX 2157FRAMINGHAMMA01705PUBLIC CHARITYCHARITABLE$15,000
THE FATHERHOOD PROJECT
125 NASHUA STREETBOSTONMA02114PUBLIC CHARITYCHARITABLE$25,000
THE PARENT-CHILD HOME PROGRAM
1415 KELLUM PLACE SUITE 101GARDEN CITYNY11530PUBLIC CHARITYCHARITABLE$25,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069PUBLIC CHARITYCHARITABLE$120
UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INC
9 EDGEWOOD ROADDURHAMNH03824PUBLIC CHARITYCHARITABLE$40,000
WGBH EDUCATIONAL FOUNDATION
ONE GUEST STBOSTONMA02135PUBLIC CHARITYCHARITABLE$50,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037PUBLIC CHARITYCHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,706,389TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$837,354ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$20,566UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$3,639ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$923,734ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$20,566UnrelatedBusinessTaxblIncmAmt
Exclusion$1,764,727ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,785,293TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$27,000Amt
Net Investment Income$27,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$14,750,219EOYBookValueAmt
EOYFMV$17,687,736EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIP INTERESTAT COST$12,788,352$13,849,542
DOMESTIC BONDSAT COST$6,124,594$6,120,781
MUTUAL FUNDSAT COST$5,761,367$5,933,251

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL ORGANIZATIONS$1,500$0$0$1,500
OFFICE SUPPLIES$2,282$1,141$0$1,141
GENERAL ADMINISTRATIVE$424$212$0$212
BANK/PAYROLL FEES$2,020$1,010$0$1,010
LOSS FROM PARTNERSHIP PASSTHROUGHS$123,549$119,910$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$20,566$0$0
OTHER INCOME$3,639$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$277,078$277,078$0$0
GMA FEES$14,827$0$0$14,827

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA STATE TAXES$1,299$1,299$0$0
FEDERAL TAXES$14,258$14,258$0$0
FOREIGN TAXES$9,427$9,427$0$0

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