THE SCULLY FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE SCULLY FAMILY FOUNDATION INC (EIN 04-3556853)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-04
- IRS object ID
- 201822479349100512
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-04T12:02:17-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043556853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCULLY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCUL | BusinessNameControlTxt |
| Phone | 6174845432 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSMARIE H SCULLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174845432 | PhoneNum |
| Signature | 2018-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY F HAGAN CPA | PreparerPersonNm |
| PTIN | P00365920 | PTIN |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2018-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,132,178 | 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 | $1,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $57,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,254 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $57,254 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $452,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,776 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,359 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $97,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,030 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,613 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,072 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,215 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,177 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,177 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59,613 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,376 | CashBOYAmt |
| Cash EOY | $68,924 | CashEOYAmt |
| Cash EOYFMV | $68,924 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $117,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,151 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $830,946 | CorporateStockBOYAmt |
| Corporate Stock EOY | $530,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $634,396 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,006,323 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,290,272 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,361,707 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,978,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,956,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,132,178 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,978,675 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,956,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,978,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,956,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,978,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,956,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,978,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,694 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,956,981 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,956,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BBH LONG-TERM CAPITAL GAINS | D | 2016-10-07 | 2017-12-31 | $439,306 | $0 | $402,889 | $36,417 | $0 | $0 | $0 | $36,417 |
| BBH SHORT-TERM CAPITAL GAINS | D | 2016-10-07 | 2017-04-15 | $12,755 | $0 | $10,396 | $2,359 | $0 | $0 | $0 | $2,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,776 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,359 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,099 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $168,225 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.642586 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,435 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,550 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.398816 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,310 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,370 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.433648 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,535 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,000 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.329868 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,865 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $50,625 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.399802 | DistributionYr5Rt |
| Total Distribution | 9.204720 | TotalDistributionRt |
| Average Distribution | 1.840944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,026,502 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,730,677 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $799 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,731,476 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,862 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,597 | SubtotalAmt |
| Tax Based On Investment Income | $1,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $800 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $802 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROSMARIE H SCULLY | IndividualWithBooksNm |
| Phone | 6174845432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSMARIE H SCULLY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/TREASURER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTING ORGANIZATIONS AND CAUSES IN THE GREATERBOSTON AND NEW HAMPSHIRE AREA. | Description1Txt |
| Expenses1 | $102,862 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,899,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,057,362 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,057,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,026,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,597 | TotalTaxAmt |
| Distributable Before Adj | $99,728 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,728 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,728 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,862 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,862 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $102,862 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,696 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $68,380 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,635 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,310 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,435 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $422,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,696 | AppliedToYear1Amt |
| Applied To Current Year | $95,166 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,540 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,540 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $418,319 | TotalCorpusAmt |
| Undistributed Income CY | $22 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,840 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $354,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,635 | ExcessFromYear4Amt |
| Excess From Year3 | $59,310 | ExcessFromYear3Amt |
| Excess From Year2 | $100,435 | ExcessFromYear2Amt |
| Excess From Year1 | $108,099 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSMARIE H SCULLY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSMARIE H SCULLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET UNIT 701 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174845432 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTH COUNTRY CHAMBER PLAYERS | ||||||
| PO BOX 865 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $1,500 |
| ST JOHN PAUL II CATHOLIC ACADEMY | ||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| CATHOLIC NEAR EAST WELFARE ASSOCIATION | ||||||
| 1011 1ST AVENUE | NEW YORK | NY | 10022 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| NEW ENGLAND SKI MUSEUM | ||||||
| PO BOX 267 | FRANCONIA | NH | 035800267 | PUBLICCHARITY | GENERAL SUPPORT | $750 |
| ST MATTHEW'S CHAPEL | ||||||
| THE BIRCHES ROAD | SUGAR HILL | NH | 03586 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| CATHOLIC APPEAL | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| GLOBAL TEAMS INTERNATIONAL | ||||||
| 800 TUSKAMILLA ROAD | WINTER SPRINGS | FL | 32708 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| JESUITS USA MIDWEST PROVINCE | ||||||
| 1010 N HOOKER STREET | CHICAGO | IL | 60642 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| HANDEL & HAYDEN SOCIETY | ||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | PUBLICCHARITY | GENERAL SUPPORT | $5,000 |
| MOTHER CAROLINE ACADEMY | ||||||
| 515 BLUE HILL AVENUE | DORCHESTER | MA | 02121 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| HIGH HOPES THERAPEUTIC RIDING INC | ||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| THE EMERALD NECKLACE CONSERVANCY | ||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | PUBLICCHARITY | CONSERVATION | $6,500 |
| WGBH | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PUBLICCHARITY | PUBLIC BROADCASTING | $250 |
| WBUR | ||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | PUBLIC BROADCASTING | $250 |
| EDITH WHARTON RESTORATION INC | ||||||
| 2 PLUNKETT STREET | LENOX | MA | 02140 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| COPPER CANNON CAMPS | ||||||
| PO BOX 124 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $750 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | GENERAL SUPPORT | $6,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| SYMPHONY HALL | BOSTON | MA | 02115 | PUBLICCHARITY | GENERAL SUPPORT | $5,000 |
| SPECIAL OLYMPICS MASSACHUSETTS | ||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PUBLICCHARITY | GENERAL SUPPORT | $50 |
| CATHOLIC CHARITIES ARCHDIOCESE OF BOSTON | ||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | PUBLICCHARITY | GENERAL SUPPORT | $25,000 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| CT RIVER CONSERVATORY | ||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | PUBLICCHARITY | CONSERVATORY | $500 |
| MASS GENERAL HOSPITAL | ||||||
| 10 NORTH GROVE STREET | BOSTON | MA | 02114 | PUBLICCHARITY | MEDICAL RESEARCH | $10,000 |
| SWIM ACROSS AMERICA | ||||||
| 11600 N COMMUNITY HOUSE ROAD SUITE | CHARLOTTE | NC | 28277 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| HARVARD COLLEGE | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $377 |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| MT AUBURN HOSPITAL | ||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $5,000 |
| CARROLL SCHOOL | ||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| THURSDAY MORNING TALKSMT AUBURN HOSPITAL | ||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| LEARN FOR LIFE | ||||||
| 7 ROSEWOOD LANE | DENVILLE | NJ | 07834 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| AUSTRO-AMERICAN ASSOCIATION OF BOSTON | ||||||
| 67 BRIDLE PATH | SUDBURY | MA | 01776 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| MGH FUND | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | PUBLICCHARITY | MEDICAL RESEARCH | $25,000 |
| NEC ANNUAL FUND | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | CONSERVATION | $250 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| THE BANCROFT HOUSE | ||||||
| MAIN STREET | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $200 |
| ST PAUL PARISH | ||||||
| 390 MAIN STREET | NORTH ANDOVER | MA | 01845 | PUBLICCHARITY | GENERAL SUPPORT | $300 |
| AMERICAN CIVIL RIGHTS UNION | ||||||
| 3213 DUKE STREET 625 | ALEXANDRIA | VA | 22314 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| SARASA CHAMBER MUSIC ENSEMBLE | ||||||
| 14 HIGH STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| NORTHEASTERN UNIVERSITY | ||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | GENERAL SUPPORT | $2,500 |
| SUGAR HILL HISTORICAL MUSEUM | ||||||
| PO BOX 591 | SUGAR HILL | NH | 03586 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,177 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,776 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,030 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BJHC, PC ACCOUNTING AND TAX | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (59 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 15 PROGRESSIVE CORP | 2016-10 | Donated | 2017-02 | $555 | $465 | FMV | $90 |
| 44 PROGRESSIVE CORP | Donated | 2017-02 | $1,632 | $1,365 | FMV | $267 | |
| 26 PROGRESSIVE CORP | Donated | 2017-02 | $966 | $807 | FMV | $159 | |
| 1125 NESTLE S A SPONS | Donated | 2017-02 | $83,631 | $87,582 | FMV | -$3,951 | |
| 100 BERKSHIRE HATHAWAY | Donated | 2017-02 | $16,230 | $14,387 | FMV | $1,843 | |
| 150 CELANESE | Donated | 2017-02 | $13,114 | $9,987 | FMV | $3,127 | |
| 30 ZOETIS INC COM STK | Donated | 2017-02 | $1,675 | $1,550 | FMV | $125 | |
| 15 PROGRESSIVE CORP | Donated | 2017-03 | $592 | $465 | FMV | $127 | |
| 20 PROGRESSIVE CORP | Donated | 2017-03 | $787 | $620 | FMV | $167 | |
| 55 PROGRESSIVE CORP | Donated | 2017-03 | $2,169 | $1,707 | FMV | $462 | |
| 30 MIRCROSOFT CORP | Donated | 2017-04 | $1,967 | $1,732 | FMV | $235 | |
| 85 PROGRESSIVE CORP | Donated | 2017-04 | $3,333 | $2,638 | FMV | $695 | |
| 50 MICROSOFT CORP | Donated | 2017-04 | $3,361 | $2,887 | FMV | $474 | |
| 25 UNILEVER N V-NY | 2016-10 | Donated | 2017-04 | $1,308 | $994 | FMV | $314 |
| 25 BERKSHIRE HATHAWAY | Donated | 2017-04 | $4,144 | $3,597 | FMV | $547 | |
| 300 NOVARTIS AG-ADR | 2017-04 | Donated | 2017-04 | $22,377 | $23,535 | FMV | -$1,158 |
| 75 NESTLE S A SPONS ADR | Donated | 2017-04 | $5,804 | $5,839 | FMV | -$35 | |
| 50 PAYPAL HOLDINGS INC | 2016-10 | Donated | 2017-04 | $2,212 | $2,000 | FMV | $212 |
| 75 US BANCORP | Donated | 2017-04 | $3,865 | $3,292 | FMV | $573 | |
| 1500 WELLS FARGO & CO | Donated | 2017-04 | $80,443 | $67,771 | FMV | $12,672 | |
| 25 CELANESE CORP SERIES | Donated | 2017-04 | $2,233 | $1,665 | FMV | $568 | |
| 200 COMCAST CORP CL A | Donated | 2017-04 | $7,601 | $6,541 | FMV | $1,060 | |
| 300 LIBERTY | Donated | 2017-04 | $6,327 | $5,907 | FMV | $420 | |
| 17 WAL-MART STORES INC | Donated | 2017-04 | $1,278 | $1,179 | FMV | $99 | |
| 25 PROGRESSIVE CORP | Donated | 2017-04 | $992 | $776 | FMV | $216 | |
| 125 HENRY SCHEIN INC | Donated | 2017-04 | $21,222 | $20,390 | FMV | $832 | |
| 25 DIAGEO PLC-SPONSORED ADR | 2016-10 | Donated | 2017-04 | $2,916 | $2,801 | FMV | $115 |
| 50 ZOETIS INC COM STK | Donated | 2017-04 | $2,748 | $2,583 | FMV | $165 | |
| 25 WASTE MANAGEMENT INC | Donated | 2017-04 | $1,852 | $1,570 | FMV | $282 | |
| 38 WAL-MART STORES INC | Donated | 2017-04 | $2,850 | $2,636 | FMV | $214 | |
| 70 WAL-MART STORES INC | Donated | 2017-05 | $5,335 | $4,855 | FMV | $480 | |
| 70 PROGRESSIVE CORP | Donated | 2017-05 | $2,892 | $2,172 | FMV | $720 | |
| 16 PROGRESSIVE CORP | Donated | 2017-05 | $665 | $497 | FMV | $168 | |
| 58 PROGRESSIVE CORP | Donated | 2017-05 | $2,409 | $1,800 | FMV | $609 | |
| 25 MICROSOFT CORP | Donated | 2017-06 | $1,743 | $1,444 | FMV | $299 | |
| 20 NESTLE S A SPONS ADR | Donated | 2017-06 | $1,707 | $1,557 | FMV | $150 | |
| 60 PAYPAL HOLDINGS INC COM STK | 2016-10 | Donated | 2017-06 | $3,198 | $2,401 | FMV | $797 |
| 35 WAL-MART STORES INC | Donated | 2017-06 | $2,786 | $2,428 | FMV | $358 | |
| 14 NESTLE S A SPONS ADR | Donated | 2017-06 | $1,209 | $1,090 | FMV | $119 | |
| 8 NESTLE S A SPONS ADR | Donated | 2017-06 | $691 | $623 | FMV | $68 | |
| 8 NESTLE S A SPONS ADR | Donated | 2017-06 | $706 | $623 | FMV | $83 | |
| 40 NESTLE S A SPONS ADR | Donated | 2017-06 | $3,566 | $3,114 | FMV | $452 | |
| 55 PAYPAL HOLDINGS INC COM STK | 2016-10 | Donated | 2017-07 | $3,121 | $2,200 | $921 | |
| 101 WAL-MART STORES INC | Donated | 2017-08 | $8,155 | $7,005 | FMV | $1,150 | |
| 39 WAL-MART STORES INC | Donated | 2017-08 | $3,149 | $2,705 | FMV | $444 | |
| 4901.961 BBH LIMITED | Donated | 2017-09 | $50,000 | $49,951 | FMV | $49 | |
| 22 PAYPAL HOLDINGS INC COM STK | Donated | 2017-09 | $1,382 | $880 | FMV | $502 | |
| 53 PAYPAL HOLDINGS INC COM STK | Donated | 2017-09 | $3,328 | $2,120 | FMV | $1,208 | |
| 2453.386 BBH LIMITED DURATION FUND | Donated | 2017-09 | $25,000 | $25,000 | FMV | ||
| 18 PAYPAL HOLDINGS INC COM STK | Donated | 2017-10 | $1,156 | $720 | FMV | $436 | |
| 32 PAYPAL HOLDING INC COM STK | Donated | 2017-10 | $2,056 | $1,280 | FMV | $776 | |
| 13 ZOETIS INC COM STK | Donated | 2017-10 | $829 | $671 | FMV | $158 | |
| 22 ZOETIS INC COM STK | Donated | 2017-10 | $1,403 | $1,136 | FMV | $267 | |
| 24 ZOETIS INC COM STK | Donated | 2017-10 | $1,530 | $1,240 | FMV | $290 | |
| 16 ZOETIS INC COM STK | Donated | 2017-10 | $1,020 | $827 | FMV | $193 | |
| 50 PAYPAL HOLDINGS INC COM STK | Donated | 2017-10 | $3,393 | $2,000 | FMV | $1,393 | |
| 125 MIRCROSOFT CORP | Donated | 2017-11 | $10,398 | $7,218 | FMV | $3,180 | |
| 75 MICROSOFT CORP | Donated | 2017-11 | $5,156 | $4,458 | FMV | $698 | |
| 50 PAYPAL HOLDINGS INC COM STK | Donated | 2017-11 | $3,892 | $2,000 | FMV | $1,892 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 966 COMCAST CORP | $31,593 | $38,688 |
| 825 DISCOVERY COMMUNICATIONS | $22,251 | $17,465 |
| 2403 LIBERTY INTERACTIVE CORP | $47,315 | $58,681 |
| 550 LIBERTY GLOBAL PLC | $16,961 | $18,612 |
| 158 DIAGEO PLC | $17,699 | $23,073 |
| 160 NESTLE SA | $12,456 | $13,755 |
| 275 UNILEVER NV | $10,929 | $15,488 |
| 475 KROGER CO | $10,052 | $13,039 |
| 225 BERKSHIRE HATHAWAY INC | $32,371 | $44,600 |
| 625 US BANCORP | $27,433 | $33,488 |
| 1050 WELLS FARGO & CO | $47,439 | $63,704 |
| 84 DENTSPLY SIRONA INC | $4,963 | $5,530 |
| 692 NOVARTIS AG | $54,287 | $58,100 |
| 254 HENRY SCHEIN INC | $20,716 | $17,750 |
| 270 ZOETIS INC | $13,946 | $19,451 |
| 175 PERRIGO CO PLC | $15,397 | $15,253 |
| 125 WASTE MANAGEMENT INC | $7,848 | $10,788 |
| 400 NIELSEN HOLDINGS PLC | $16,759 | $14,560 |
| 42 ALPHABET INC | $36,351 | $44,243 |
| 183 FLEETCOR TECHNOLOGIES INC | $31,943 | $35,215 |
| 120 MICROSOFT CORP | $6,929 | $10,265 |
| 217 PAYPAL HOLDINGS INC | $8,673 | $15,976 |
| 550 SABRE CORP | $11,748 | $11,275 |
| 150 CELANESE CORP | $9,987 | $16,062 |
| 125 PRAXAIR INC | $14,588 | $19,335 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6634.19 GQG PART EMERG MKTS ER-INT | $82,200 | $87,969 |
| 1670 SELECVT VALUE REAL ESTATE SERCURITIES-Z | $16,700 | $16,733 |
| 6012.95 ALPS SERIES TRUST CLARKSTON PARTNERS FUND FOUNDERS | $65,000 | $76,725 |
| 4352.58 LONGLEAF PARTNERS SMALL CAP FUND | $136,323 | $120,131 |
| 17601.81 BBH INTERNATIONAL EQUITY FUND | $260,000 | $274,588 |
| 53785.98 BBH LIMITED DURATION FUND | $545,049 | $547,541 |
| 7190.94 AKRE FOCUS FUND | $185,000 | $238,020 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWN BROTHERS HARRIMAN INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $13,072 | Amt |
| Net Investment Income | $13,072 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,215 | Amt |
| Net Investment Income | $1,215 | NetInvestmentIncomeAmt |
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