JACK SATTER FOUNDATION TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JACK SATTER FOUNDATION TR (EIN 65-6316190)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201831309349101333
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T11:43:06-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656316190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK SATTER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O HEMENWAY TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 6039138022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 PELHAM ROAD SUITE 401 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL LEVY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6039138022 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA DISPENSA | PreparerPersonNm |
| PTIN | P00739263 | PTIN |
| Phone | 6172277940 | PhoneNum |
| 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 | $66,298,486 | 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 | $45,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,536,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,099,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $344,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,241,225 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $344,881 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,926,353 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,444,011 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $154,160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $154,160 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $151,434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $141,145 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,303 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $839 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $449,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $239,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,590,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,590,004 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,039,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,829,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,113,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,273,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,338,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,127,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,127,767 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $21,177,692 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,394,930 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,399,835 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,853,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,293,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,242,119 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,440,616 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,528,765 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $59,369,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,256,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,298,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $59,369,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $58,256,786 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,369,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,256,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,369,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,256,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,369,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,113,387 | ExcessRevenueOverExpensesAmt |
| Other Increases | $300 | OtherIncreasesAmt |
| Subtotal | $58,256,786 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,256,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $60,000 | $60,000 | $0 | $0 |
| PUBLICLY TRADED SECURITIES | P | $2,665,260 | $2,789,360 | -$124,100 | -$124,100 |
| PUBLICLY TRADED SECURITIES | P | $14,472,029 | $14,046,984 | $425,045 | $425,045 |
| CAPITAL GAINS DIVIDENDS | P | $43,936 | $43,936 | $43,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $344,881 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,662,512 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,591,230 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035683 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $906,079 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,166 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 777.083190 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,787 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.391718 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,949 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,947 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 777.510591 | TotalDistributionRt |
| Average Distribution | 155.502118 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $63,089,869 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,810,608,254 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,737 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,810,620,991 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,829,164 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,950 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,950 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,476 | OverpaymentAmt |
| Applied To ES Tax | $8,476 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HEMENWAY TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6039138022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 PELHAM ROAD SUITE 401 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SAMUEL LEVY | ||||||||
| 12 CRESTWOOD DRIVE | FRAMINGHAM | MA | 01701 | TRUSTEE | 2.40 | $20,000 | $0 | $0 |
| SYLVIA LEVY | ||||||||
| 12 CRESTWOOD DRIVE | FRAMINGHAM | MA | 01701 | TRUSTEE | 2.20 | $20,000 | $0 | $0 |
| ERIC M WOLF | ||||||||
| 3891 TOULOUSE DRIVE | PALM BEACH GARDENS | FL | 33410 | TRUSTEE | 8.60 | $20,000 | $0 | $0 |
| MARY LOU COCCI | ||||||||
| 3891 TOULOUSE DRIVE | PALM BEACH GARDENS | FL | 33410 | TRUSTEE | 8.20 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEMENWAY & BARNES LLP | |||||
| 75 STATE STREET | BOSTON | MA | 02109 | LEGAL & GRANT MANAGEMENT SERVICES | $154,160 |
| HEMENWAY TRUST CO LLC | |||||
| 25 PELHAM ROAD | SALEM | NH | 03079 | INVESTMENT MANAGEMENT SERVICES | $102,773 |
| HEMENWAY & BARNES LLP | |||||
| 75 STATE STREET | BOSTON | MA | 02109 | TAX PREPARATION SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,746,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,304,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,050,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,050,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $960,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,089,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,154,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,154,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,474 | TotalTaxAmt |
| Distributable Before Adj | $3,129,019 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,129,019 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,129,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,829,164 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,829,164 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,829,164 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,129,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $255,247 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $255,247 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,829,164 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,829,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $255,247 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $255,247 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,608 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESSPORTAMERICA INC | ||||||
| 119 HIGH STREET | ACTON | MA | 01720 | PC | SUPPORT OF THE SOCCER AND CONDITIONING PROGRAM | $26,529 |
| AMERICAN CANCER SOCIETY INC | ||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | PC | HOPE LODGE CLEANING SERVICES | $25,000 |
| AMERICAN CANCER SOCIETY INC | ||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | PC | PATIENT NAVIGATOR PROGRAM AT BOSTON MEDICAL CENTER | $80,000 |
| AMERICAN RED CROSS OF MASSACHUSETTS | ||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | PC | UNRESTRICTED SUPPORT FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| BEACON ACADEMY | ||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | PC | ALUMNI PROGRAMS | $50,000 |
| BEACON ACADEMY | ||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | PC | SUMMER PROGRAMS | $25,000 |
| BOSTON MEDICAL CENTER | ||||||
| 801 MASSACHUSETTS AVENUE 1ST FL | BOSTON | MA | 02118 | PC | SUPPORT OF THE GROW CLINIC | $15,000 |
| BOSTON MEDICAL CENTER | ||||||
| 801 MASSACHUSETTS AVENUE 1ST FL | BOSTON | MA | 02118 | PC | BOSTON CATALYST PROGRAM | $398,925 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | PC | GILLIAN RENY STEPPING STRONG CENTER FOR TRAUMA INNOVATION | $250,000 |
| CAREER COLLABORATIVE | ||||||
| 77 SUMMER STREET 11TH FL | BOSTON | MA | 02110 | PC | UNRESTRICTED SUPPORT FOR THE ORGANIZATION'S GENERAL PURPOSE | $20,000 |
| CATIE'S CLOSET | ||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | PC | UNRESTRICTED SUPPORT FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| CATIE'S CLOSET | ||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | PC | UNRESTRICTED SUPPORT FOR THE ORGANIZATION'S GENERAL PURPOSE | $10,000 |
| CONGREGATION SONS OF ISRAEL | ||||||
| PO BOX 702 | PEABODY | MA | 01960 | PC | UNRESTRICTED SUPPORT FOR THE ORGANIZATION'S GENERAL PURPOSE | $5,000 |
| HEBREW SENIORLIFE | ||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | PC | SUPPORT FOR THE JACK SATTER HOUSE | $10,000 |
| HEBREW SENIORLIFE | ||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | PC | UNRESTRICTED SUPPORT FOR THE ORGANIZATION'S GENERAL PURPOSE | $500,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | PC | THE LAUNCH OF THE ALZHEIMER CAREGIVER SUPPORT PROGRAM | $250,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | PC | SUPPORT OF MIND (MASS GENERAL INSTITUTE FOR NEURODEGENERATIVE DISEASE). | $250,000 |
| MINDING YOUR MIND | ||||||
| 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | PC | TO ESTABLISH A MINDING YOUR MIND MENTAL HEALTH EDUCATION-BASED PROGRAM IN THE BOSTON SCHOOLS | $150,000 |
| NEADS | ||||||
| 350 REDEMPTION ROCK TRAIL SOUTH | PRINCETON | MA | 01541 | PC | SERVICE DOGS FOR VETERANS PROGRAM | $100,000 |
| ONE MISSION | ||||||
| 1881 WORCESTER ROAD SUITE 204 | FRAMINGHAM | MA | 01701 | PC | UNRESTRICTED SUPPORT FOR THE ORGANIZATION'S GENERAL PURPOSE | $25,000 |
| RIVERS SCHOOL | ||||||
| 333 WINTER STREET | WESTON | MA | 02493 | PC | THE AUXILIARY FINANCIAL AID ENDOWMENT FUND | $100,000 |
| SPAULDING REHABILITATION HOSPITAL | ||||||
| 1575 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | PC | ITS PEDIATRIC PROGRAM. | $200,000 |
| YOUTH VILLAGES | ||||||
| 400 WEST CUMMINGS PARK SUITE 5200 | WOBURN | MA | 01801 | PC | TO SUPPORT MY LIFE MY CHOICE, THE EXPRESS YOURSELF AND THE OCCUPATIONAL THERAPY PROGRAMS | $25,000 |
| YOUTH VILLAGES | ||||||
| 400 WEST CUMMINGS PARK SUITE 5200 | WOBURN | MA | 01801 | PC | YV LIFE SET PROGRAM | $25,000 |
| ZENO MOUNTAIN FARM | ||||||
| 950 ZENO ROAD | BRISTOL | VT | 05443 | PC | PROGRAMMING AND ACTIVITIES THAT SUPPORT MASSACHUSETTS PERSONS WITH DISABILITIES | $34,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,590,004 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,536,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $344,881 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,881,353 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,881,353 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF JACK SATTER CO LAWRENCE I SILVERSTEIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MORGAN LEWIS BOCKIUS ONE FEDERAL ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $45,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP TAX PREPARATION | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (55 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 139000 ADT CORP 6.25% 10/15/2021 | $151,032 | $152,205 |
| 30000 AMERICAN TOWER CORP 3.375% 10/15/2026 | $29,786 | $29,474 |
| 121000 AMERICAN TOWER CORP 4.40% 02/15/2026 | $121,459 | $127,242 |
| 381000 APPLE INC VAR 02/09/2022 | $384,665 | $386,243 |
| 115000 ARCELORMITTAL 5.75% 03/01/21 | $124,728 | $124,200 |
| 28000 ARCELORMITTAL SA 6.75% 02/25/2022 | $32,410 | $31,150 |
| 224000 AUTOMATIC DATA PROCESSNG 3.375% 09/15/25 | $226,876 | $231,202 |
| 31000 BALL CORP 4.00% 11/15/2023 | $32,000 | $31,620 |
| 135000 BALL CORP 5.25% 07/01/2025 | $135,000 | $146,813 |
| 221000 BANK OF AMERICA CORP 3.875% 08/01/2025 | $227,018 | $233,117 |
| 177000 BURLINGTON NORTHERN & SANTA FE UNSEC | $222,199 | $237,263 |
| 15000 CDW LLC/CDW FINANCE 5.00% 09/01/2025 | $15,825 | $15,525 |
| 125000 CDW LLC/CDW FINANCE 5.50% 12/01/2024 | $130,915 | $135,938 |
| 144000 CHARTER COMM OPT LLC/CAP 4.908% 07/23/25 | $154,324 | $153,099 |
| 27000 CIT GROUP INC 5.00% 08/15/2022 | $29,188 | $28,620 |
| 117000 CIT GROUP INC 5.375% 05/15/2020 | $123,023 | $123,581 |
| 117000 COMCAST CORP 7.05% 03/15/2033 | $160,312 | $162,791 |
| 123000 CROWN AMER/CAP CORP IV 4.50% 01/15/2023 | $129,109 | $124,845 |
| 27000 CROWN AMERS LLC 4.25% 09/30/2026 | $27,371 | $26,595 |
| 165000 CROWN CASTLE INTL CORP 5.25% 01/15/2023 | $172,015 | $180,667 |
| 164000 CSX CORP 2.60% 11/01/2026 | $154,468 | $156,500 |
| 137000 CVS HEALTH CORP 5.125% 07/20/2045 | $163,829 | $157,014 |
| 152000 DIAMONDBACK ENERGY INC 5.375% 05/31/2025 | $157,331 | $156,370 |
| 120000 GEORGIA PAC CORP | $150,881 | $152,797 |
| 247000 GOLDMAN SACHS GROUP 6.125% 02/15/33 | $293,542 | $314,816 |
| 148000 HCA INC 5.00% 03/15/2024 | $150,698 | $153,920 |
| 21000 HOST HOTELS & RESORTS 3.875% 04/01/2024 | $21,605 | $21,366 |
| 120000 HOST HOTELS & RESORTS LP 3.75% 10/15/23 | $118,908 | $122,152 |
| 10000 HOST HOTELS & RESORTS LP 4.75% 03/01/23 | $10,320 | $10,638 |
| 160000 INTERNATIONAL PAPER CO 3.00% 02/15/2027 | $158,878 | $155,128 |
| 157000 KAISER FOUNDATION HOSPIT 3.15% 05/01/27 | $156,727 | $157,148 |
| 147000 LENNAR CORP 4.75% 04/01/2021 | $148,511 | $152,880 |
| 152000 MASCO CORP 4.375% 04/01/2026 | $154,546 | $160,436 |
| 150000 MCDONALD S CORP 3.70% 01/30/2026 | $150,415 | $156,359 |
| 154000 MICROSOFT CORP 3.75% 02/12/2045 | $159,904 | $162,239 |
| 160000 MOLSON COORS BREWING CO 3.00% 07/15/2026 | $159,360 | $156,605 |
| 140000 MORGAN STANLEY 5.50% 07/28/2021 | $154,333 | $153,138 |
| 153000 NATIONAL RURAL UTIL COOP 3.25% 11/01/25 | $154,611 | $155,993 |
| 219000 NEWFIELD EXPLORATION CO 5.75% 01/30/2022 | $235,571 | $233,783 |
| 155000 NORTHROP GRUMMAN CORP 3.20% 02/01/2027 | $155,331 | $155,580 |
| 153000 OMNICOM GROUP INC 3.60% 04/15/2026 | $158,011 | $154,787 |
| 150000 ORACLE CORP SR GLBL 3.80% 11/15/2037 | $155,606 | $157,316 |
| 23000 OWENS CORNING 3.40% 08/15/2026 | $22,833 | $22,575 |
| 125000 OWENS CORNING 4.20% 12/15/2022 | $126,264 | $131,069 |
| 148000 TESORO LOGISTICS LP/CORP 5.50% 10/15/19 | $155,908 | $153,627 |
| 150000 TOLL BROS FINANCE CORP 4.375% 04/15/2023 | $156,574 | $155,625 |
| 21000 UNITED CONTINENTAL HLDGS 4.25% 10/01/22 | $21,184 | $21,131 |
| 125000 UNITED CONTINENTAL HLDGS 6.00% 12/01/20 | $132,363 | $133,906 |
| 155000 VERIZON COMMUNICATIONS 4.40% 11/01/2034 | $162,341 | $157,951 |
| 88000 VULCAN MATERIALS CO 4.50% 04/01/2025 | $93,467 | $93,774 |
| 20000 VULCAN MATLS CO GLBL 3.90% 04/01/2027 | $20,590 | $20,427 |
| 238000 WALGREENS BOOTS ALLIANCE 3.45% 06/01/26 | $239,285 | $235,349 |
| 389000 WELLS FARGO & COMPANY VAR 02/11/2022 | $392,395 | $393,851 |
| 170000 WEYERHAEUSER CO 7.375% 03/15/2032 | $214,771 | $234,818 |
| 351411.725 VANGUARD S/T CORPORATE-INV | $3,750,000 | $3,735,507 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4250 3M COMPANY | $650,535 | $1,000,323 |
| 20000 ABBOTT LABORATORIES | $895,387 | $1,141,400 |
| 1002 ADIENT PLC | $46,678 | $78,857 |
| 1000 ALPHABET INC CL A | $624,176 | $1,053,400 |
| 13000 ANALOG DEVICES INC | $989,370 | $1,157,390 |
| 7250 APPLE INC | $810,203 | $1,226,918 |
| 11000 APTARGROUP INC | $781,582 | $949,080 |
| 9000 AUTOMATIC DATA PROCESSING INC | $785,938 | $1,054,710 |
| 12000 CANADIAN NATIONAL RAILWAY CO US$ | $763,022 | $990,000 |
| 4500 CHEVRON CORP | $473,059 | $563,355 |
| 7500 CHUBB LIMITED | $828,525 | $1,095,975 |
| 10000 CVS HEALTH CORPORATION | $955,199 | $725,000 |
| 13500 DANAHER CORP | $1,031,747 | $1,253,070 |
| 47069.061 DODGE & COX INTL STOCK FUND | $1,940,000 | $2,180,239 |
| 3200 EOG RESOURCES INC | $310,369 | $345,312 |
| 7000 EXXON MOBIL CORP | $561,870 | $585,480 |
| 7500 FISERV INC | $688,110 | $983,475 |
| 9000 FORTIVE CORPORATION | $548,614 | $651,150 |
| 39762.256 FPA CRESCENT FUND | $1,290,000 | $1,379,353 |
| 4500 GILEAD SCIENCES INC | $396,505 | $322,380 |
| 38990.488 HARDING LOEVNER EMG MKTS | $1,740,000 | $2,309,407 |
| 5500 HOME DEPOT INC | $787,307 | $1,042,415 |
| 3500 ILLUMINA INC | $611,535 | $764,715 |
| 2500 IPG PHOTONICS CORP COM | $203,597 | $535,325 |
| 7000 JOHNSON & JOHNSON | $700,764 | $978,040 |
| 7500 MASTERCARD INC CL A | $709,559 | $1,135,200 |
| 12000 NESTLE NAM SPON ADR | $922,197 | $1,031,640 |
| 86475.877 NEUBERGER BERMAN LONG SHORT FUND INS | $1,200,000 | $1,266,872 |
| 12500 NOVARTIS AG NAMEN SPON ADR | $1,102,978 | $1,049,500 |
| 20000 NOVOZYMES A/S B SHARES | $865,310 | $1,139,363 |
| 3500 NVIDIA CORP | $239,945 | $677,250 |
| 15500 ORACLE CORP | $623,714 | $732,840 |
| 11000 PROCTER & GAMBLE CO | $896,366 | $1,010,680 |
| 100664.133 ROBECO BP LNG/SHRT RES INS | $1,540,000 | $1,712,297 |
| 25000 ROCHE HLDG LTD-SPONSORED ADR | $859,936 | $789,500 |
| 5000 ROCKWELL AUTOMATION INC | $549,261 | $981,750 |
| 6500 SCHLUMBERGER LTD | $495,000 | $438,035 |
| 5000 SMUCKER J M CO/THE-NEW COMMON COM | $672,593 | $621,200 |
| 18000 UNILEVER PLC ADR AMER SHS SPON | $819,989 | $996,120 |
| 9000 UNITED TECHNOLOGIES CORP | $955,400 | $1,148,130 |
| 135060.782 WALTHAUSEN SELECT VALUE FUND INST | $2,140,000 | $2,517,533 |
| 12000 XILINX INC | $733,287 | $809,040 |
| 12000 XYLEM INC | $553,846 | $818,400 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,328,691 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,237,529 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,066,239 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,162,306 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP GRANT ADMINISTRATION | CategoryTxt |
| Legal Fees | $154,160 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $154,160 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $839 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $839 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED CHECK | Desc |
| Amt | $300 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GW&K INVESTMENT MANAGEMENT FEES | $48,661 | $38,372 | $0 |
| HEMENWAY TRUST COMPANY INVESTMENT MANAGEMENT | $102,773 | $102,773 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF JACK SATTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LAWRENCE I SILVERSTEINONE | AddressLine1Txt |
| Address Line2 | FEDERAL ST | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID | $30,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $23,303 | $23,303 | $0 |
Comments