FELICIA M DELORENZO SCHOLARSHIP FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FELICIA M DELORENZO SCHOLARSHIP FOUNDATION INC (EIN 04-3557888)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-24
- IRS object ID
- 202542979349100704
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-24T08:13:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043557888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELICIA M DELORENZO SCHOLARSHIP | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC #0741869 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FELI | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH LLP POB 514 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA SATTI COSENTINO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174392276 | PhoneNum |
| Signature | 2025-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,092,691 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $38,529 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,529 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $129,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $749,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,969,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $736,465 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $917,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $904,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,325 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,175 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $175,052 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $113,784 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,268 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,820 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,683 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,137 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,511 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,668 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,266 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,997 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $367,253 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $367,253 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $662,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $254,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $727,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,000 | CashBOYAmt |
| Cash EOY | $5,000 | CashEOYAmt |
| Cash EOYFMV | $5,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $809,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $788,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $788,421 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $596,789 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,364,216 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,371,541 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,705,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,363,658 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,878,251 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,064 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,234 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,478 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,316,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,571,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,092,691 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $4,316,652 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,571,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,316,652 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,571,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,316,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,571,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,316,652 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $254,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,571,529 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,571,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 350 APPLE, INC. | P | 2015-05-05 | 2024-01-31 | $64,802 | $11,057 | $53,745 | $53,745 |
| 180 JP MORGAN CHASE & CO. | P | 2016-02-19 | 2024-01-31 | $31,424 | $10,411 | $21,013 | $21,013 |
| 65 META PLATFORMS, INC. | P | 2018-04-05 | 2024-01-31 | $25,384 | $10,375 | $15,009 | $15,009 |
| 500 VERALTO CORP | P | 2008-12-09 | 2024-01-31 | $38,415 | $4,035 | $34,380 | $34,380 |
| 300 ISHARES S&P MIDCAP 400 INDEX FUND | P | 2009-12-18 | 2024-01-31 | $81,851 | $21,444 | $60,407 | $60,407 |
| 300 APPLE, INC. | P | 2013-12-06 | 2024-06-18 | $64,211 | $9,136 | $55,075 | $55,075 |
| 130 JP MORGAN CHASE & CO. | P | 2016-02-19 | 2024-06-18 | $25,556 | $7,519 | $18,037 | $18,037 |
| 120 DANAHER CORP | P | 2010-05-25 | 2024-06-18 | $30,870 | $3,104 | $27,766 | $27,766 |
| 280 APPLE, INC. | P | 2013-12-06 | 2024-07-09 | $63,919 | $5,654 | $58,265 | $58,265 |
| 100 ALPHABET, INC - CLASS C | P | 2008-12-09 | 2024-07-09 | $19,065 | $766 | $18,299 | $18,299 |
| 200 JP MORGAN CHASE & CO. | P | 2013-03-27 | 2024-07-09 | $41,555 | $11,365 | $30,190 | $30,190 |
| 250 APPLE, INC. | P | 2013-12-06 | 2024-10-16 | $57,824 | $5,049 | $52,775 | $52,775 |
| 120 QUALCOMM INC | P | 2022-05-27 | 2024-11-06 | $20,598 | $16,766 | $3,832 | $3,832 |
| 150 JOHNSON & JOHNSON | P | 2009-12-18 | 2024-09-20 | $24,613 | $9,629 | $14,984 | $14,984 |
| 50 META PLATFORMS, INC. | P | 2018-04-05 | 2024-09-20 | $28,165 | $7,980 | $20,185 | $20,185 |
| 160 JP MORGAN CHASE & CO. | P | 2016-02-19 | 2024-03-04 | $29,905 | $9,254 | $20,651 | $20,651 |
| 50 META PLATFORMS, INC. | P | 2018-04-05 | 2024-03-04 | $25,052 | $7,980 | $17,072 | $17,072 |
| 65 BERKSHIRE HATHAWAY, INC. - CLASS B | P | 2020-11-06 | 2024-03-04 | $26,257 | $13,582 | $12,675 | $12,675 |
| 500 ISHARES S&P MIDCAP 400 INDEX FUND | P | 2009-12-18 | 2024-03-04 | $29,365 | $7,148 | $22,217 | $22,217 |
| 150 JP MORGAN CHASE & CO. | P | 2016-02-19 | 2024-05-14 | $30,115 | $8,676 | $21,439 | $21,439 |
| 135 DANAHER CORP | P | 2010-05-25 | 2024-05-14 | $34,884 | $3,492 | $31,392 | $31,392 |
| 2500 SKYWORKS SOLUTIONS, INC. | P | 2019-02-04 | 2024-05-01 | $236,275 | $263,280 | -$27,005 | -$27,005 |
| 100 JP MORGAN CHASE & CO. | P | 2013-03-27 | 2024-07-25 | $20,844 | $4,771 | $16,073 | $16,073 |
| 55 BERKSHIRE HATHAWAY, INC. - CLASS B | P | 2020-11-06 | 2024-07-25 | $23,894 | $11,493 | $12,401 | $12,401 |
| 225 DANAHER CORP | P | 2010-05-25 | 2024-07-25 | $60,958 | $5,820 | $55,138 | $55,138 |
| 90 JP MORGAN CHASE & CO. | P | 2013-03-27 | 2024-08-15 | $19,022 | $4,294 | $14,728 | $14,728 |
| 80 DANAHER CORP | P | 2008-12-09 | 2024-08-15 | $21,446 | $1,978 | $19,468 | $19,468 |
| 1925 SENSATA TECHNOLOGIES HOLDING PLC | P | 2023-09-28 | 2024-10-01 | $67,490 | $73,208 | -$5,718 | -$5,718 |
| 3500 KRAFT HEINZ CO. | P | 2022-09-30 | 2024-11-04 | $116,716 | $129,603 | -$12,887 | -$12,887 |
| 150 DANAHER CORP | P | 2010-05-25 | 2024-03-26 | $37,289 | $3,880 | $33,409 | $33,409 |
| 100 ISHARES RUSSELL 2000 ETF | P | 2008-10-28 | 2024-03-26 | $20,609 | $4,495 | $16,114 | $16,114 |
| 100,000 APPLE, INC. 3.45% DUE 5/6/2024 | P | 2014-09-05 | 2024-05-06 | $100,000 | $100,000 | $0 | $0 |
| 50,000 VERIZON COMMUNICATIONS, INC. 3.5% DUE 11/1/2024 | P | 2014-12-22 | 2024-11-01 | $50,000 | $49,646 | $354 | $354 |
| 150,000 US TREAS NTS 2.5% DUE 4/30/2024 | P | 2022-04-26 | 2024-04-30 | $150,000 | $149,753 | $247 | $247 |
| 220,000 US TREAS NTS 4.25% DUE 9/30/2024 | P | 2023-04-25 | 2024-09-30 | $220,000 | $219,854 | $146 | $146 |
| 450 SHELL PLC SPON ADS | P | 2019-12-20 | 2024-10-04 | $30,815 | $26,226 | $4,589 | $4,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $736,465 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $52 | EsPenaltyAmt |
| Overpayment | $2,940 | OverpaymentAmt |
| Applied To ES Tax | $2,940 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN E FEDELE | ||||||||
| 17 WALPOLE STREET | NORWOOD | MA | 02062 | CLERK/DIRECTOR | 3.00 | $20,250 | $0 | $0 |
| JOANN DELORENZO CRIMMINGS | ||||||||
| 32 PLYMOUTH ROAD | NEEDHAM | MA | 02492 | PRESIDENT/DIRECTOR | 3.00 | $20,250 | $0 | $0 |
| JULIA SATTI COSENTINO | ||||||||
| 155 SEAPORT BOULEVARD | BOSTON | MA | 02210 | TREASURER/DIRECTOR | 1.00 | $0 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT/LEGAL/TAX SERVICES | ServiceTypeTxt |
| Compensation | $230,372 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 | $7,129,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $770,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,900,138 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,900,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,781,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,108 | TotalTaxAmt |
| Distributable Before Adj | $378,974 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $378,974 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $378,974 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $471,055 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,974 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $116,190 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,682 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $34,239 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,010 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $295,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $471,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $378,974 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $92,081 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $387,202 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $116,190 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $271,012 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,682 | ExcessFromYear4Amt |
| Excess From Year2 | $34,239 | ExcessFromYear2Amt |
| Excess From Year1 | $80,010 | ExcessFromYear1Amt |
| Excess From Current Year | $92,081 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | ||||||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PUBLIC | SCHOLARSHIPS | $6,000 | |||||
| AMHERST COLLEGE | ||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | PUBLIC | SCHOLARSHIPS | $4,000 | |||||
| BENTLEY UNIVERSITY | ||||||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | N/A | PUBLIC | SCHOLARSHIPS | $4,500 | |||||
| BOSTON COLLEGE | ||||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC | SCHOLARSHIPS | $7,500 | |||||
| BOSTON UNIVERSITY | ||||||||||||
| 233 BAY STATE ROAD | BOSTON | MA | 02215 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| BOWDOIN COLLEGE | ||||||||||||
| 255 MAINE STREET | BRUNSWICK | ME | 04011 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| BRANDEIS UNIVERSITY | ||||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| BRIDGEWATER STATE UNIVERSITY | ||||||||||||
| 131 SUMMER STREET | BRIDGEWATER | MA | 02324 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| BRIGHAM YOUNG UNIVERSITY | ||||||||||||
| A209 ASB | PROVO | UT | 84602 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| BROWN UNIVERSITY | ||||||||||||
| 69 BROWN STREET | PROVIDENCE | RI | 02912 | N/A | PUBLIC | SCHOLARSHIPS | $10,000 | |||||
| BRYN MAWR COLLEGE | ||||||||||||
| 101 N MERION AVENUE | BRYN MAWR | PA | 19010 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| CHRISTENDOM COLLEGE | ||||||||||||
| 134 CHRISTENDOM DRIVE | FRONT ROYAL | VA | 22630 | N/A | PUBLIC | SCHOLARSHIPS | $3,250 | |||||
| COASTAL CAROLINA UNIVERSITY | ||||||||||||
| 100 CHANTICLEER DRIVE EAST | CONWAY | SC | 29526 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | |||||
| COLBY-SAWYER COLLEGE | ||||||||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | N/A | PUBLIC | SCHOLARSHIPS | $6,000 | |||||
| COLGATE UNIVERSITY | ||||||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | N/A | PUBLIC | SCHOLARSHIPS | $8,250 | |||||
| COLLEGE OF CHARLESTON | ||||||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| COLLEGE OF THE HOLY CROSS | ||||||||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01610 | N/A | PUBLIC | SCHOLARSHIPS | $4,500 | |||||
| COLORADO COLLEGE | ||||||||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| CONNECTICUT COLLEGE | ||||||||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | N/A | PUBLIC | SCHOLARSHIPS | $3,500 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| EMERSON COLLEGE | ||||||||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| ENDICOTT COLLEGE | ||||||||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | N/A | PUBLIC | SCHOLARSHIPS | $4,500 | |||||
| FAIRFIELD UNIVERSITY | ||||||||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | N/A | PUBLIC | SCHOLARSHIPS | $8,500 | |||||
| GEORGETOWN UNIVERSITY | ||||||||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | N/A | PUBLIC | SCHOLARSHIPS | $4,500 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | SCHOLARSHIPS | $5,125 | |||||
| JOHN HOPKINS UNIVERSITY | ||||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| JOHNSON & WALES UNIVERSITY | ||||||||||||
| 8 ABBOTT PARK PLACE | PROVIDENCE | RI | 02903 | N/A | PUBLIC | SCHOLARSHIPS | $12,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| MCGILL UNIVERSITY | ||||||||||||
| N/A | PUBLIC | SCHOLARSHIPS | $1,500 | 845 SHERBROOKE ST W | MONTREAL | QUEBEC | CA | H3A 0G4 | ||||
| MIAMI UNIVERSITY (OF OHIO) | ||||||||||||
| 501 EAST HIGH STREET | OXFORD | OH | 45056 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| MIDDLEBURY COLLEGE | ||||||||||||
| 14 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| MONTSERRAT COLLEGE OF ART | ||||||||||||
| 25 ESSEX STREET | BEVERLY | MA | 01915 | N/A | PUBLIC | SCHOLARSHIPS | $6,000 | |||||
| NORTHEASTERN UNIVERSITY | ||||||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PUBLIC | SCHOLARSHIPS | $23,750 | |||||
| PARSONS SCHOOL OF DESIGN | ||||||||||||
| 66 5TH AVENUE | NEW YORK | NY | 10011 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| PROVIDENCE COLLEGE | ||||||||||||
| 1 CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | N/A | PUBLIC | SCHOLARSHIPS | $10,500 | |||||
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | N/A | PUBLIC | SCHOLARSHIPS | $6,125 | |||||
| SAINT ANSELM COLLEGE | ||||||||||||
| 1000 ST ANSELM DRIVE | GOFFSTOWN | NH | 03102 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| SANTA FE COLLEGE | ||||||||||||
| 3000 NW 83 ST | GAINESVILLE | FL | 32606 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| SCRIPPS COLLEGE | ||||||||||||
| 1030 N COLUMBIA AVE | CLAREMONT | CA | 91711 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| SMITH COLLEGE | ||||||||||||
| 1 CHAPIN WAY | NORTHAMPTON | MA | 01063 | N/A | PUBLIC | SCHOLARSHIPS | $4,500 | |||||
| STONEHILL COLLEGE | ||||||||||||
| 320 WASHINGTON STREET | NORTH EASTON | MA | 02357 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| SUFFOLK UNIVERSITY | ||||||||||||
| 73 TREMONT STREET | BOSTON | MA | 02108 | N/A | PUBLIC | SCHOLARSHIPS | $6,000 | |||||
| SYRACUSE UNIVERSITY | ||||||||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | N/A | PUBLIC | SCHOLARSHIPS | $4,500 | |||||
| TUFTS UNIVERSITY | ||||||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | N/A | PUBLIC | SCHOLARSHIPS | $19,250 | |||||
| UNIVERSITY COLLEGE ROOSEVELT | ||||||||||||
| N/A | PUBLIC | SCHOLARSHIPS | $1,503 | LANGE NOORDSTRAAT 1 | MIDDELBURG | NL | ||||||
| UNIVERSITY OF ARIZONA | ||||||||||||
| 1200 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | N/A | PUBLIC | SCHOLARSHIPS | $1,500 | |||||
| UNIVERSITY OF MASSACHUSETTS - AMHERST | ||||||||||||
| 120 TILLSON FARM ROAD | AMHERST | MA | 01003 | N/A | PUBLIC | SCHOLARSHIPS | $63,125 | |||||
| UNIVERSITY OF MASSACHUSETTS - BOSTON | ||||||||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | N/A | PUBLIC | SCHOLARSHIPS | $7,000 | |||||
| UNIVERSITY OF MICHIGAN | ||||||||||||
| 101 N MAIN STREET | ANN ARBOR | MI | 48104 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| UNIVERSITY OF NEW ENGLAND | ||||||||||||
| 11 HILLS BEACH ROAD | BIDDEFORD | ME | 04005 | N/A | PUBLIC | SCHOLARSHIPS | $7,500 | |||||
| UNIVERSITY OF OREGON | ||||||||||||
| 1585 E 13TH AVE | EUGENE | OR | 97403 | N/A | PUBLIC | SCHOLARSHIPS | $5,500 | |||||
| UNIVERSITY OF RHODE ISLAND | ||||||||||||
| 45 UPPLER COLLEGE ROAD | KINGSTON | RI | 02881 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | |||||
| UNIVERSITY OF TORONTO | ||||||||||||
| N/A | PUBLIC | SCHOLARSHIPS | $3,000 | 27 KINGS COLLEGE CIRCLE | TORONTO | ONTARIO | CA | M5S | ||||
| UNIVERSITY OF VERMONT | ||||||||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05405 | N/A | PUBLIC | SCHOLARSHIPS | $5,500 | |||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| PO BOX 400160 | CHARLOTTESVILLE | VA | 22904 | N/A | PUBLIC | SCHOLARSHIPS | $11,125 | |||||
| VASSAR COLLEGE | ||||||||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | N/A | PUBLIC | SCHOLARSHIPS | $11,250 | |||||
| VILLANOVA UNIVERSITY | ||||||||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PUBLIC | SCHOLARSHIPS | $7,500 | |||||
| WESLEYAN UNIVERSITY | ||||||||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | N/A | PUBLIC | SCHOLARSHIPS | $6,000 | |||||
| WESTFIELD STATE UNIVERSITY | ||||||||||||
| 577 WESTERN AVENUE | WESTFIELD | MA | 01086 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| WORCESTER POLYTECHNIC INSTITUTE | ||||||||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | N/A | PUBLIC | SCHOLARSHIPS | $4,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $367,253 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,529 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $749,337 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $917,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $917,779 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $2,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,225 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $50,234 | EOYBookValueAmt |
| EOYFMV | $49,478 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $2,363,658 | EOYBookValueAmt |
| EOYFMV | $5,878,251 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,364,216 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,371,541 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $175,052 | LegalFeesAmt |
| Net Investment Income | $113,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,268 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS CHARITY FILING FEE | $70 | $0 | $70 |
| MISC EXPENSES | $6,976 | $0 | $3,707 |
| WEBSITE FEES | $1,620 | $0 | $1,620 |
| TEXT MESSAGING PLATFORM | $3,600 | $0 | $3,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $51,820 | Amt |
| Net Investment Income | $33,683 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,137 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $1,668 | $1,668 | $0 |
| FEDERAL ESTIMATED TAX PAYMENTS | $5,343 | $0 | $0 |
| 2023 EXTENSION PAYMENT | $5,500 | $0 | $0 |
Comments