FURP.ORG / PUBLIC DATA EXPLORER

QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUST: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUST (EIN 35-7010509)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-08
IRS object ID
201811289349100511
Schema version
2017v2.2
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)
Return2018-05-08T08:37:17-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475422543PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENNETH FREED & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1396 COMMONWEALTH AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357010509EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1QUIGLEY & HEFFERNAN FAMILY CHARITABLE TRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlQUIGBusinessNameControlTxt
Phone7814527313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 LONG POINT LANEAddressLine1Txt
CityDUXBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP023323821ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER A QUIGLEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7815828621PhoneNum
Signature2018-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY M NASSER CPAPreparerPersonNm
PTINP01250657PTIN
Phone6174241100PhoneNum
Preparation2018-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,901,853FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,134ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$601InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$601InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,346DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,031DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$47,897NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$150,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,897CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$102,978TotalRevAndExpnssAmt
Total Net Invst Incm$80,529TotalNetInvstIncmAmt
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$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$700AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,127TaxesRevAndExpnssAmt
Taxes Net Invst Incm$828TaxesNetInvstIncmAmt
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$3,962TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,928TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$735TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$141,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$141,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$144,962TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,928TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$141,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,984ExcessRevenueOverExpensesAmt
Net Investment Income$77,601NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$56,252SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,853SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,853SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,365,069OtherInvestmentsBOYAmt
Other Investments EOY$1,328,484OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,851,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,421,321TotalAssetsBOYAmt
Total Assets EOY$1,379,337TotalAssetsEOYAmt
Total Assets EOYFMV$1,901,853TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,421,321CapitalStockBOYAmt
Capital Stock EOY$1,379,337CapitalStockEOYAmt
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$1,421,321TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,379,337TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,421,321TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,379,337TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,421,321TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,984ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,379,337SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,379,337TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD TOT INTL STOCK IX ADMP$35,000$31,250$3,750$3,750
VANGUARD TOTAL STOCK MKT IDX ADMP$115,000$70,853$44,147$44,147
FieldValueIRS element (for citing)
Capital Gain Net Income$47,897CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$115,161AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,664,060NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.069205DistributionYr1Rt
Adjusted Qlfy Distri Yr2$119,970AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,728,385NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.069412DistributionYr2Rt
Adjusted Qlfy Distri Yr3$112,944AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,746,273NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064677DistributionYr3Rt
Adjusted Qlfy Distri Yr4$90,204AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,591,176NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056690DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,481,078NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.259984TotalDistributionRt
Average Distribution0.051997AverageDistributionRt
Net Vl Noncharitable Assets$1,790,945NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,124AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$776NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$93,900AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$141,735QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$776InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$776SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$776TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$276TaxDueAmt

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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KENNETH FREED & COMPANY PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174241100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1396 COMMONWEALTH AVEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
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
PETER A QUIGLEY
32 LONG POINT LANEDUXBURYMA02332TRUSTEE5.00$0$0$0
MEGHAN HEFFERNAN
32 LONG POINT LANEDUXBURYMA02332TRUSTEE5.00$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$1,754,858AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,360AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,818,218TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,818,218AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,273CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,790,945NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,547MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,547MinimumInvestmentReturnAmt
Tax Based On Investment Income$776TaxBasedOnInvestmentIncomeAmt
Total Tax$776TotalTaxAmt
Distributable Before Adj$88,771DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$88,771DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$88,771DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$141,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$141,735QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$776PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$140,959AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88,771DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$6,371ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$27,062ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,931ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,956ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$101,320TotalExcessDistributionCyovAmt
Qualifying Distributions$141,735QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$88,771AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,964RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$154,284TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$154,284ExcessDistriCyovToNextYrAmt
Excess From Year4$6,371ExcessFromYear4Amt
Excess From Year3$27,062ExcessFromYear3Amt
Excess From Year2$34,931ExcessFromYear2Amt
Excess From Year1$32,956ExcessFromYear1Amt
Excess From Current Year$52,964ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER A QUIGLEYContributingManagerNm
Contributing ManagerMEGHAN HEFFERNANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC - CRANBERRY HOSPICE
36 CORDAGE PARK CIRCLEPLYMOUTHMA02360NONEHOSPITALGENERAL SUPPORT$2,500
BU SCHOOL OF MEDICINE
ONE SILBER WAYBOSTONMA02215NONESCHOOLGENERAL SUPPORT$5,000
CANCER SUPPORT TEAM INC
2900 WESTCHESTER AVEPURCHASENY10577NONE509(A)(2) PUBLIC CHAGENERAL SUPPORT$1,000
CROSSROADS FOR KIDS INC
119 MYRTLE STDUXBURYMA02332NONE509(A)(1) PUBLIC CHAGENERAL SUPPORT$2,500
DANA FARBER CANCER INSTITUTEINC
450 BROOKLINE AVEBOSTONMA02215NONE509(A)(1) PUBLIC CHAGENERAL SUPPORT$7,500
DUXBURY BAY MARITIME SCHOOL (DBMS)
457 WASHINGTON STDUXBURYMA02331NONESCHOOLGENERAL SUPPORT$12,500
DUXBURY BEACH RESERVATION INC
PO BOX 1364DUXBURYMA02331NONE509(A)(2) PUBLIC CHAGENERAL SUPPORT$2,500
DUXBURY INTERFAITH COUNCIL
PO BOX 1161DUXBURYMA02331NONE509(A)(2) PUBLIC CHAGENERAL SUPPORT$1,000
DUXBURY RURAL AND HISTORICAL SOCIETY
479 WASHINGTON STDUXBURYMA02332NONE509(A)(1) PUBLIC CHAGENERAL SUPPORT$1,000
FRIENDS OF DUXBURY COUNCIL ON AGING (SENIOR CENTER)
10 MAYFLOWER STDUXBURYMA02332NONE509(A)(2) PUBLIC CHAGENERAL SUPPORT$1,000
FRIENDS OF DUXBURY FREE LIBRARY INC
PO BOX 2092DUXBURYMA02331NONE509(A)(2) PUBLIC CHAGENERAL SUPPORT$1,500
HOLY FAMILY PARISH
601 TREMONT STDUXBURYMA02332NONECHURCHGENERAL SUPPORT$7,500
INJURED MARINE SEMPER FI FUND - GLENVIEW MARINES
825 COLLEGE BLVDOCEANSIDECA92057NONE509(A)(1) PUBLIC CHAGENERAL SUPPORT$1,000
MARLBORO COLLEGE
PO BOX A 2582 SOUTH RDMARLBOROVT05344NONESCHOOLGENERAL SUPPORT$5,000
MASS AUDUBON SOCIETY INC
208 SOUTH GREAT RDLINCOLNMA01773NONE509(A)(1) PUBLIC CHAGENERAL SUPPORT$5,000
MIT
600 MEMORIAL DRCAMBRIDGEMA02139NONESCHOOLGENERAL SUPPORT$60,000
NEW ENGLAND COLLEGE
98 BRIDGE STHENNIKERNH03242NONESCHOOLGENERAL SUPPORT$2,500
THE DUXBURY EDUCATION FOUNDATION INC
PO BOX 1264DUXBURYMA02331NONE509(A)(1) PUBLIC CHAGENERAL SUPPORT$5,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION
PO BOX 127BOSTONMA02127NONE509(A)(1) PUBLIC CHAGENERAL SUPPORT$1,000
CONCUSSION LEGACY FOUNDATION
361 NEWBURY STREETBOSTONMA02115NONE509(A)(1) PUBLIC CHAGENERAL SUPPORT$10,000
COLLEGE OF HOLY CROSS
ONE COLLEGE STREETWORCESTERMA01610NONESCHOOLGENERAL SUPPORT$1,000
GREATER HOUSTON COMMUNITY FOUNDATION
5120 WOODWAY DRIVEHOUSTONTX77056NONE509(A)(1) PUBLIC CHAGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$141,000TotalGrantOrContriPdDurYrAmt
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$601ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,346ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$47,897ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$89,844ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,844TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PETER QUIGLEY AND MEGHAN HEFFERNANBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line132 LONG POINT LANEAddressLine1Txt
CityDUXBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02332ZIPCd
FieldValueIRS element (for citing)
Total Contributions$13,134TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKENNETH FREED & COMPANY, PCCategoryTxt
Amt$2,800Amt
Net Investment Income$2,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$700DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INTER-TERM TAX-EXEMPT ADMAT COST$353,121$347,693
VANGUARD TOT INTL STOCK IX ADMAT COST$383,889$455,687
VANGUARD TOTAL STOCK MKT IDX ADMAT COST$591,474$1,047,620

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID ON INVESTMENTS$828$828$0
FEDERAL TAXES$299$0$0