NORDBLOM FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NORDBLOM FAMILY FOUNDATION (EIN 04-3491328)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201743189349100319
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T14:19:28-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204071715PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERTELETTI DESROCHERS & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12400 DISTRICT AVENUE STE 240AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043491328EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NORDBLOM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORDBusinessNameControlTxt
Phone7812724000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line171 THIRD AVENUEAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM LEE NORDBLOMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812724000PhoneNum
Signature2017-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL R DESROCHERS CPAPreparerPersonNm
PTINP00447691PTIN
Phone7813283200PhoneNum
Preparation2017-11-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address34.196.132.75IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-01IPDt
IP Tm10:23:48IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionCreationDeviceId
At Submission Filing Device Id975D45DB46E593F4BBD45D6A86FF472CBF4999E2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,998,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$742,029DividendsRevAndExpnssAmt
Dividends Net Invst Incm$742,029DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$226,342NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$700,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,485CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$515,687TotalRevAndExpnssAmt
Total Net Invst Incm$788,514TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$54,639CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$54,639CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$630LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$630LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$288,410OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$260,232OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$28,178OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,858TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,374TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$69,812OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$64,441OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$5,371OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$438,349TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$350,047TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$88,818TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,404,310ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,404,310ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,842,659TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$350,047TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,493,128TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,326,972ExcessRevenueOverExpensesAmt
Net Investment Income$438,467NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$142,479CashBOYAmt
Cash EOY$170,936CashEOYAmt
Cash EOYFMV$170,936CashEOYFMVAmt
Sav And Temp Cash Invst BOY$170,138SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,974SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,974SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$24,250PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$24,250PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$17,121,982CorporateStockBOYAmt
Corporate Stock EOY$16,873,463CorporateStockEOYAmt
Corporate Stock EOYFMV$16,747,754CorporateStockEOYFMVAmt
Other Investments BOY$23,906,166OtherInvestmentsBOYAmt
Other Investments EOY$22,911,957OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,037,475OtherInvestmentsEOYFMVAmt
Total Assets BOY$41,340,765TotalAssetsBOYAmt
Total Assets EOY$39,998,580TotalAssetsEOYAmt
Total Assets EOYFMV$39,998,389TotalAssetsEOYFMVAmt
Accounts Payable BOY$15,213AccountsPayableBOYAmt
Total Liabilities BOY$15,213TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$41,325,552CapitalStockBOYAmt
Capital Stock EOY$39,998,580CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$41,325,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,998,580TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,340,765TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,998,580TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$41,325,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,326,972ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$39,998,580SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$39,998,580TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property13,310.515 SHS TOTAL STOCK MKT IDX INSTPropertyDesc
How AcquiredPHowAcquiredCd
Sold2016-06-23SoldDt
Gross Sales Price$700,000GrossSalesPriceAmt
Cost Or Other Basis$653,515CostOrOtherBasisAmt
Gain Or Loss$46,485GainOrLossAmt
Gains Minus Excess Or Losses$46,485GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$46,485CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,450,301AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$40,064,329NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036199DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,050,629AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$32,552,418NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.032275DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,225AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,782,822NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000800DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$167,984NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$167,339NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053783DistributionYr5Rt
Total Distribution0.123057TotalDistributionRt
Average Distribution0.024611AverageDistributionRt
Net Vl Noncharitable Assets$39,054,690NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$961,175AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,385NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$965,560AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,493,128QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,385InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,385SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,385TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,845EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$25,845TotalPaymentsAndCreditsAmt
Overpayment$21,460OverpaymentAmt
Applied To ES Tax$21,460AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNORDBLOM COMPANYIndividualWithBooksNm
Phone7812724000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line171 THIRD AVENUEAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER C NORDBLOM
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE1.00$0$0$0
ROBERT W NORDBLOM
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE1.00$0$0$0
ANNE N DODGE
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE1.00$0$0$0
M LEE NORDBLOM
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE25.00$54,639$0$0
CAROLYN C LOS
C/O NORDBLOM COMPANY 71 THIRDAVENUEBURLINGTONMA01803TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRIME BUCHHOLZBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1273 CORPORATE DRIVEAddressLine1Txt
CityPORTSMOUTHCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03801ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT CONSULTINGServiceTypeTxt
Compensation$100,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,246,904AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$250,764AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$17,151,763FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,649,431TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$39,649,431AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$594,741CashDeemedCharitableAmt
Net Vl Noncharitable Assets$39,054,690NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,952,735MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,952,735MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,385TaxBasedOnInvestmentIncomeAmt
Income Tax$255IncomeTaxAmt
Total Tax$4,640TotalTaxAmt
Distributable Before Adj$1,948,095DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,948,095DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,948,095DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,493,128ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,493,128QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,385PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,488,743AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,948,095DistributableAsAdjustedAmt
Undistributed Income PY$1,237,799UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,493,128QualifyingDistributionsAmt
Applied To Year1$1,237,799AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$255,329AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,692,766UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
480 PLEASANT STREETWATERTOWNMA02472PUBLIC CHARITYCHARITABLE$5,000
APPALACHIAN MOUNTAIN CLUB
5 JOY STREETBOSTONMA02108PUBLIC CHARITYCHARITABLE$15,000
BIRCH ROCK CAMP
30 BELLEVUE AVENUESOUTH PORTLANDME04106PUBLIC CHARITYCHARITABLE$5,000
BOYS AND GIRLS CLUB OF BOSTON
50 CONGRESS ST SUITE 730BOSTONMA02109PUBLIC CHARITYCHARITABLE$50,000
BREAKTHROUGH GREATER BOSTON
PO BOX 381486CAMBRIDGEMA02238PUBLIC CHARITYCHARITABLE$20,000
CAMPHILL VILLAGE
84 CAMPHILL ROADCOPAKENY12516PUBLIC CHARITYCHARITABLE$2,500
CARE DIMENSIONS
75 SYLVAN STREET SUITE B-102DANVERSMA01923PUBLIC CHARITYCHARITABLE$50,000
CHILDREN'S TRUST INC
55 COURT STREET 4TH FLOORBOSTONMA02108PUBLIC CHARITYCHARITABLE$25,000
CROSSROADS FOR KIDS
119 MYRTLE STDUXBURYMA02332PUBLIC CHARITYCHARITABLE$50,000
CYSTIC FIBROSIS
6931 ARLINGTON ROADBETHESDAMA20814PUBLIC CHARITYCHARITABLE$100
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA02445PUBLIC CHARITYCHARITABLE$100
FAMILIES FIRST PARENTING PROGRAMS INC
P99 BISHOF ALLEN DR 3RD FLOORCAMBRIDGEMA02139PUBLIC CHARITYCHARITABLE$35,000
FRIENDS OF THE CHILDREN - BOSTON
555 AMORY STREETBOSTONMA02130PUBLIC CHARITYCHARITABLE$25,000
GRANITE STATE UNITED WAY
258 HIGHLAND STREETPLYMOUTHNH03264PUBLIC CHARITYCHARITABLE$10,000
INSTITUTE OF REAL ESTATE MANAGEMENT FOUNDATION
430 N MICHIGAN AVECHICAGOIL60611PUBLIC CHARITYCHARITABLE$25,000
JULIE'S FAMILY LEARNING PROGRAM INC
133 FORCHESTER STSHOUTH BOSTONMA02127PUBLIC CHARITYCHARITABLE$35,000
MASSACHUSETTS GENERAL HOSPITAL
100 CAMBRIDGE STREET STE 1310BOSTONMA02114PUBLIC CHARITYCHARITABLE$50,000
MSPCA - ANGELL
350 SOUTH HUNTINGTON AVEBOSTONMA02130PUBLIC CHARITYCHARITABLE$20,000
MUSEUM OF SCIENCE - HALL OF HUMAN LIFE
1 SCIENCE PARKBOSTONMA02114PUBLIC CHARITYCHARITABLE$50,000
PARENTING JOURNEY
366 SOMERVILLE AVESOMERVILLEMA02143PUBLIC CHARITYCHARITABLE$26,000
PEMI - BAKER COMMUNITY HEALTH
101 BOULDER POINT DRIVE SUITE 3PLYMOUTHMA03264PUBLIC CHARITYCHARITABLE$5,000
PEMI YOUTH CENTER
111 MAIN STREETPLYMOUTHNH03264PUBLIC CHARITYCHARITABLE$5,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
152 TREMONT STREETROXBURYMA02120PUBLIC CHARITYCHARITABLE$35,000
RAISING A READER
9B HAMILTON PLACE 3RD FLOORBOSTONMA02108PUBLIC CHARITYCHARITABLE$15,000
RAW ART WORKS
37 CENTRAL SQUARELYNNMA01901PUBLIC CHARITYCHARITABLE$25,000
ROCA INC
101 PARK STREETCHELSEAMA02150PUBLIC CHARITYCHARITABLE$25,000
SCARBOROUGH LAND CONSERVATION TRUST
PO BOX 1237SCARBOROUGHME04070PUBLIC CHARITYCHARITABLE$1,000
SOUTH BOSTON NEIGHBORHOOD HOUSE
136 H STREETSOUTH BOSTONMA02127PUBLIC CHARITYCHARITABLE$35,000
THE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION
445 WARREN STREETDORCHESTERMA02121PUBLIC CHARITYCHARITABLE$35,000
THE CABOT PERFORMING ARTS CENTER
286 CABOT STREETBEVERLYMA01915PUBLIC CHARITYCHARITABLE$70,000
THE CIRCLE PROGRAM
PO BOX 815 - 85 MAIN STREETPLYMOUTHMA03264PUBLIC CHARITYCHARITABLE$1,000
THE CONSERVATION PROJECT INC
20 UNIVERSITY ROAD 7TH FLOORCAMBRIDGEMA02138PUBLIC CHARITYCHARITABLE$100,000
THE DOUG FLUTIE JR FOUNDATION FOR AUTISM
PO BOX 2157FRAMINGHAMMA01705PUBLIC CHARITYCHARITABLE$5,000
THE FOOD PROJECT
119 MYRTLE STDUXBURYMA01773PUBLIC CHARITYCHARITABLE$15,000
THE PARENT-CHILD HOME PROGRAM
1415 KELLUM PLACE SUITE 101GARDEN CITYNY11530PUBLIC CHARITYCHARITABLE$25,000
WGBH EDUCATIONAL FOUNDATION
ONE GUEST STBOSTONMA02135PUBLIC CHARITYCHARITABLE$50,000
YEAR UP INC
93 SUMMER STREET FLOOR 5BOSTONMA02110PUBLIC CHARITYCHARITABLE$10,000
NUTURITY
95 BERKELEY STBOSTONMA02116PUBLIC CHARITYCHARITABLE$20,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVEBOSTONMA02115PUBLIC CHARITYCHARITABLE$200,000
YOUTH ENRICHMENT SERVICES
412 MASSACHUSETTS AVEBOSTONMA02118PUBLIC CHARITYCHARITABLE$25,000
LAHEY CLINIC FOUNDATION INC
41 MALL ROADBURLINGTONMA01805PUBLIC CHARITYCHARITABLE$25,000
ORTHODOX CHRISTIAN MISSION CENTER
220 MASON MANATEE WAYST AUGUSTINEFL32086PUBLIC CHARITYCHARITABLE$104,000
ECONOMIC MOBILITY PATHWAYS
ONE WASHINGTON MALL 3RD FLOORBOSTONMA02108PUBLIC CHARITYCHARITABLE$40,000
COLLEGE POSSIBLE
540 N FAIRVIEW AVE SUITE 304SAINT PAULMN55104PUBLIC CHARITYCHARITABLE$500
FAMILY WORKS
1501 NORTH 45TH STREETSEATTLEWA98103PUBLIC CHARITYCHARITABLE$300
IT GETS BETTER PROJECT
110 S FAIRFAX AVENUE SUITE A11-71LOS ANGELESCA90036PUBLIC CHARITYCHARITABLE$100
DESERT COMMUNITY FOUNDATION
75-105 MERLE DRIVEPALM DESERTCA92211PUBLIC CHARITYCHARITABLE$500
PAN-MASS CHALLENGE
77 FOURTH AVENEEDHAMMA02494PUBLIC CHARITYCHARITABLE$1,050
SS CONSTANTINE & HELEN ORTHODOX CHURCH
2770 N CHESTNUT STREETCOLORADO SPRINGSCO80907PUBLIC CHARITYCHARITABLE$1,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037PUBLIC CHARITYCHARITABLE$110
BEST BUDDIES INTERNATIONAL
132 ADAMS STNEWTONMA02458PUBLIC CHARITYCHARITABLE$750
CHILDREN'S MIRACLE NETWORK HOSPITALS
205 WEST 700 SOUTHSALT LAKE CITYUT84101PUBLIC CHARITYCHARITABLE$50
CONCORD CARLISLE AT PLAY INC
33 BRADFORD STREETCONCORDMA01742PUBLIC CHARITYCHARITABLE$900
COURAGEOUS PARENTS NETWORK
21 ROCHESTER RDNEWTONMA02458PUBLIC CHARITYCHARITABLE$29,000
SMILE TRAIN
41 MADISON AVE 28TH FLOORNEW YORKNY10010PUBLIC CHARITYCHARITABLE$250
NATIONAL MULTIPLE SCLEROSIS
101 FIRST AVEWALTHAMMA02451PUBLIC CHARITYCHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,404,310TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$742,029ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$226,342ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$515,687ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$515,687TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$12,000Amt
Net Investment Income$12,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
VANGUARD - TOTAL BOND MKT INDEX INSTPURCHASED$0$1,771
VANGUARD - TOTAL BOND MKT INDEX INSTPURCHASED$0$830
SSGA REAL ASSET NON-LENDING COMMON TRUST FUNDPURCHASED$0$115,636
SSGA REAL ASSET NON-LENDING COMMON TRUST FUNDPURCHASED$0-$434,241
FARALLON CAPITALPURCHASED$0-$7,440
FARALLON CAPITALPURCHASED$0-$2,174
LONE JUPITERPURCHASED$0-$20,425
LONE JUPITERPURCHASED$0$26,895
FPA CRESCENT FUNDPURCHASED$0$365
FPA CRESCENT FUNDPURCHASED$0$45,956

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$16,873,463EOYBookValueAmt
EOYFMV$16,747,754EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIP INTERESTAT COST$11,140,094$11,639,873
DOMESTIC BONDSAT COST$5,969,237$5,909,962
MUTUAL FUNDSAT COST$5,802,626$5,487,640

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$630LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$630DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL ORGANIZATIONS$2,250$0$0$2,250
OFFICE SUPPLIES$1,864$932$0$932
GENERAL ADMINISTRATIVE$95$48$0$47
BANK/PAYROLL FEES$2,785$1,393$0$1,392
LOSS FROM PARTNERSHIP PASSTHROUGHS$62,068$62,068$0$0
SUBSCRIPTIONS$750$0$0$750

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$260,232$260,232$0$0
GMA FEES$28,178$0$0$28,178

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA STATE TAXES$528$528$0$0
FEDERAL TAXES$4,850$5,366$0$0
FOREIGN TAXES$7,480$7,480$0$0

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