DORAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DORAN FAMILY FOUNDATION (EIN 22-6424850)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-24
- IRS object ID
- 201842679349100409
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-24T13:51:10-05:00 | 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 | 226424850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORA | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES P O BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W DORAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2018-09-24 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.92.138.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-24 | IPDt |
| IP Tm | 13:49:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3E75DC3DE39F60376FA3C672287DD990DCFC701C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,388,906 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $335,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,295,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $335,430 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,623 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,936 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $378,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $373,710 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,014 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,007 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,007 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,249 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,249 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,156 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,515 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,357 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,107 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,357 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,897 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $339,353 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $182,542 | CashBOYAmt |
| Cash EOY | $204,992 | CashEOYAmt |
| Cash EOYFMV | $204,992 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,116,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,034,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,942,152 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $228,755 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $226,511 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $146,171 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,251 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,445,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,491,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,388,906 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,296,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,296,682 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,851,066 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,805,395 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,445,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,491,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,445,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,491,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,445,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,897 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,544,513 | SubtotalAmt |
| Other Decreases | $53,226 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,491,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $450,169 | $375,291 | $74,878 | $74,878 | |
| PUBLICLY TRADED SECURITIES | P | $797,936 | $537,384 | $260,552 | $260,552 | |
| CAMCAP RESOURCES OFFSHORE LP | P | $47,676 | $47,676 | $0 | $0 | 2017-03-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $335,430 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $816,963 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,089,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.264390 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,087,035 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,076,933 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.678284 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $756,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,102,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.243975 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,752,701 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,542,126 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.494816 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,396,008 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,636,527 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.383885 | DistributionYr5Rt |
| Total Distribution | 2.065350 | TotalDistributionRt |
| Average Distribution | 0.413070 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,291,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,359,418 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,394 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,362,812 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $184,607 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,313 | OverpaymentAmt |
| Applied To ES Tax | $11,313 | 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 | 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 BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | 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 | Yes (1) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT W DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EVELYN H DORAN | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,054,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,341,127 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,341,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,291,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,787 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $41,508 | IncomeTaxAmt |
| Total Tax | $48,295 | TotalTaxAmt |
| Distributable Before Adj | $116,256 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,256 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $184,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $184,607 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,256 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,251,651 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,589,332 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $617,256 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,965,282 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $686,215 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,109,736 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,351 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,178,087 | 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 | $1,251,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,926,436 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,589,332 | ExcessFromYear4Amt |
| Excess From Year3 | $617,256 | ExcessFromYear3Amt |
| Excess From Year2 | $1,965,282 | ExcessFromYear2Amt |
| Excess From Year1 | $686,215 | ExcessFromYear1Amt |
| Excess From Current Year | $68,351 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W DORAN | ContributingManagerNm |
| Contributing Manager | EVELYN H DORAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| MAHLER FOUNDATION | |||||||
| 1362 PACIFIC AVENUE STE 217 | SANTA CRUZ | CA | 95065 | PC | UNRESTRICTED GRANT | $15,000 | |
| BETH ISRAEL DEACONESS MEDICAL | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | UNRESTRICTED GRANT | $5,000 | |
| CHURCH OF THE REDEEMER | |||||||
| 379 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | PC | UNRESTRICTED GRANT | $10,000 | |
| THE MOUNT- EDITH WHARTON RESTORATION INC | |||||||
| BOX 974 2 PLUNKETT STREET | LENOX | MA | 01240 | PC | UNRESTRICTED GRANT | $5,000 | |
| ED NEF FOUNDATION | |||||||
| 601 N FAIRFAX STREET 507 | ALEXANDRIA | VA | 22314 | PF | UNRESTRICTED GRANT | $15,000 | NONE |
| VINYARD CONSERVATION SOCIETY | |||||||
| P O BOX 2189 | VINEYARD HAVEN | MA | 02568 | PC | CAPACITY CAMPAIGN | $20,000 | |
| WELLINGTON MANAGEMENT FOUNDATION | |||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | PC | UNRESTRICTED GRANT | $50,000 | |
| WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | PC | UNRESTRICTED GRANT | $1,500 | |
| YALE UNIVERSITY ART GALLERY | |||||||
| 1111 CHAPEL STREET | NEW HAVEN | CT | 06510 | PC | UNRESTRICTED GRANT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,500 | 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 | $31,278 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $335,430 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,331 | 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 | HEMENWAY & BARNES - TAX PREPARATION FEE | CategoryTxt |
| Amt | $24,014 | Amt |
| Net Investment Income | $12,007 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,007 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75000 ORACLE 2.250% DUE 10-08-19 | $75,961 | $75,339 |
| 75000 MCDONALDS MTN 2.200% DUE 05-26-20 | $75,710 | $74,969 |
| 75000 APPLE 2.850% DUE 05-06-21 | $77,084 | $76,203 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 ABBOTT LABS | $36,521 | $39,949 |
| 105 ALPHABET INC CL A | $44,544 | $110,607 |
| 100 AMAZON.COM | $83,637 | $116,947 |
| 540 AMERICAN TOWER | $47,793 | $77,042 |
| 980 AMERICAN WATER WORKS | $36,348 | $89,660 |
| 1000 ANALOG DEVICES | $87,087 | $89,030 |
| 480 APPLE INC | $36,298 | $81,230 |
| 400 APTARGROUP | $34,053 | $34,512 |
| 3000 BOSTON SCIENTIFIC | $50,208 | $74,370 |
| 1080 BRISTOL-MYERS SQUIBB | $60,119 | $66,182 |
| 500 CANADIAN NATL RAILWAY | $40,948 | $41,250 |
| 2340 CHARLES SCHWAB | $93,650 | $120,206 |
| 300 CHARTER COMMUNICATIONS | $74,685 | $100,788 |
| 250 CHUBB LIMITED | $36,660 | $36,533 |
| 550 CONSTELLATION BRANDS | $48,772 | $125,714 |
| 420 COSTCO WHOLESALE | $23,994 | $78,170 |
| 350 DANAHER CORP | $30,548 | $32,487 |
| 700 FACEBOOK INC | $64,793 | $123,522 |
| 800 FIRST REPUBLIC BANK | $34,303 | $69,312 |
| 300 FISERV | $37,340 | $39,339 |
| 3330 HARSCO CORP | $41,205 | $62,105 |
| 1300 LEIDOS HOLDINGS INC | $55,581 | $83,941 |
| 1920 MA COM TECHNOLOGY SOLUTIONS HLDGS INC | $71,962 | $62,477 |
| 400 NESTLE SA ADR | $33,878 | $34,397 |
| 400 NOVARTIS AG ADR | $34,275 | $33,584 |
| 1580 PAYPAL HOLDINGS | $59,461 | $116,320 |
| 780 PHILLIPS 66 | $62,262 | $78,897 |
| 350 PROCTER & GAMBLE | $32,718 | $32,158 |
| 1100 ROCHE HLDG LTD ADR | $34,640 | $34,781 |
| 800 SALESFORCE.COM | $56,586 | $81,784 |
| 640 SCHLUMBERGER | $46,276 | $43,130 |
| 250 SHERWIN WILLIAMS | $77,589 | $102,510 |
| 300 SVB FINANCIAL GROUP | $36,143 | $70,131 |
| 550 THERMO FISHER SCIENTIFIC | $68,048 | $104,434 |
| 1060 TJX COS | $57,219 | $81,048 |
| 600 UNILEVER PLC NEW ADR | $35,252 | $33,204 |
| 300 UNITED TECHNOLOGIES | $32,988 | $38,271 |
| 1280 VISA | $78,536 | $145,946 |
| 600 XYLEM INC | $37,682 | $40,920 |
| 1600 ZOETIS INC | $79,560 | $115,264 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CAMCAP RESOURCES LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $23,378 | BookValueAmt |
| EOYFMV | $15,251 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENTS ON SALE OF PUBLICLY TRADED PARTNERSHIPS PER K-1 | $25,502 |
| AMORTIZATION | $400 |
| BASIS ADJUSTMENT ON LIQUIDATION OF CAMCAP FUND | $27,324 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,100 | $0 | $1,100 |
| ADR FEES | $60 | $60 | $0 |
| INCOME TAX ASSESSMENTS | $2,355 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAMCAP RESOURCES, LP (20-0367656) | $0 | ||
| CEDAR FAIR (34-1560655)CASH DISTRIBUTION | $0 | $3,668 | $3,668 |
| BLACKSTONE GROUP LP | $6,936 | $7,955 | $7,955 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $22,249 | Amt |
| Net Investment Income | $22,249 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W DORAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES LLP 75 STATE ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID ON EXTENSION | $20,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $41 | $41 | $0 |
| INCOME TAXES PAID | $38,115 | $0 | $0 |
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