MATTINA R PROCTOR FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MATTINA R PROCTOR FOUNDATION (EIN 11-1067014)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-07
- IRS object ID
- 201701889349100305
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-07T11:06:21-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042232383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111067014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA R PROCTOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BROUDE & HOCHBERG LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 6177485100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST NO 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY D HUTCHINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177485100 | PhoneNum |
| Signature | 2017-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER E KLINE | PreparerPersonNm |
| PTIN | P01432534 | PTIN |
| Phone | 6177485100 | PhoneNum |
| Preparation | 2017-06-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.190.22.185 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-30 | IPDt |
| IP Tm | 15:30:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A46CD9664D32262BBD5F806DD7AED19BD9FA23B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A46CD9664D32262BBD5F806DD7AED19BD9FA23B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,043,884 | 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 | $87 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $448,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $444,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $704,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,621 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $613,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $553,607 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,308 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,654 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,654 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,676 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,259 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,332 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $71,199 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,778 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,109 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $119,153 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $570,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $570,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $829,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $689,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$215,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $440,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $199,140 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,009 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,009 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,874,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,703,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,888,875 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,073,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,858,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,043,884 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,067,384 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,841,657 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,384 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,474 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,073,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,858,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,073,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,858,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,073,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$215,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,858,131 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,858,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE, INC., 500.000 SHS | P | 2016-03-28 | 2016-11-22 | $55,816 | $52,815 | $3,001 | $3,001 |
| APPLE, INC., 300.000 SHS | P | 2016-03-28 | 2016-11-22 | $33,490 | $31,692 | $1,798 | $1,798 |
| BANK OF BARODA CD .4000% DUE 03/30/2016 | P | 2016-03-08 | 2016-03-30 | $20,000 | $20,000 | $0 | $0 |
| BANK OF CHINA CD .5000% DUE 12/22/2016 | P | 2016-10-17 | 2016-12-22 | $15,000 | $15,000 | $0 | $0 |
| BANK OF CHINA CD .3000% DUE 12/16/2016 | P | 2016-11-02 | 2016-12-16 | $36,000 | $36,000 | $0 | $0 |
| BANK OF CHINA CD .4000% DUE 09/26/2016 | P | 2016-08-25 | 2016-09-26 | $60,000 | $60,000 | $0 | $0 |
| APPLE, INC., 500.000 SHS | P | 2016-08-25 | 2016-11-22 | $55,816 | $53,963 | $1,853 | $1,853 |
| CONOCOPHILLIPS, 4676.000 SHS | P | 2005-02-20 | 2016-03-28 | $182,684 | $188,635 | -$5,951 | -$5,951 |
| EXXONMOBIL CORP., 340.000 SHS | P | 2005-02-20 | 2016-05-03 | $29,972 | $20,077 | $9,895 | $9,895 |
| EXXONMOBIL CORP., 1660.000 SHS | P | 2005-02-20 | 2016-05-03 | $146,333 | $98,023 | $48,310 | $48,310 |
| WILLIAMS COMPANIES, INC., 4000.000 SHS | P | 1993-09-22 | 2016-03-28 | $61,483 | $31,005 | $30,478 | $30,478 |
| CAPITAL GAINS DIVIDENDS | P | $8,237 | $8,237 | $8,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,621 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $830,431 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,057,360 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059074 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $837,021 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,121,394 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055353 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $759,121 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,092,660 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $690,370 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,936,336 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053367 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $697,863 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,692,024 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054984 | DistributionYr5Rt |
| Total Distribution | 0.276644 | TotalDistributionRt |
| Average Distribution | 0.055329 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,983,021 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $773,667 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $778,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $689,653 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,809 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,809 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,809 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,927 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,927 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,118 | OverpaymentAmt |
| Applied To ES Tax | $4,118 | 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 | JEFFREY D HUTCHINS TRUSTEE | IndividualWithBooksNm |
| Phone | 6177485100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY D HUTCHINS | ||||||||
| 75 FEDERAL STREET SUITE 1300 | BOSTON | MA | 02110 | TRUSTEE | 10.00 | $45,654 | $0 | $0 |
| WILLIAM I HOCHBERG | ||||||||
| 1900 AVENUE OF THE STARS 21ST FLOOR | LOS ANGELES | CA | 90067 | TRUSTEE | 10.00 | $45,654 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BROUDE & HOCHBERG LLP | |||||
| 75 FEDERAL ST STE 1300 | BOSTON | MA | 02110 | GRANT ADMINISTRATION | $71,199 |
| BROUDE & HOCHBERG LLP | |||||
| 75 FEDERAL ST STE 1300 | BOSTON | MA | 02110 | TRUST ADMINISTRATION | $39,332 |
| 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 | $14,093,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,195,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,195,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,983,021 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $699,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $699,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,809 | TotalTaxAmt |
| Distributable Before Adj | $690,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $690,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $690,342 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $689,653 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $689,653 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $689,653 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $690,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,051 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $689,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,051 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $559,602 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $130,740 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY D HUTCHINS TRUSTEE CO BROUD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177485100 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ACCEPTED FROM PUBLIC CHARITIES. APPLICATIONS SHOULD BE BY LETTER, AND CONTAIN A DESCRIPTION OF THE APPLICANT ORGANIZATION, PURPOSE AND BUDGET OF GRANT SOLICITED, AND PROOF OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPTION RESOURCES OF JF&CS | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| ALBANY MUSIC FOUNDATION | |||||||
| 915 BROADWAY | ALBANY | NY | 12207 | N/A | PUBLIC CHARITY | MUSICAL RECORDING OF THE TEMPEST BY JOSEPH SUMMER | $2,500 |
| AMERICAN RED CROSS OF MAINE | |||||||
| 2401 CONGRESS STREET | PORTLAND | ME | 04102 | N/A | PUBLIC CHARITY | SUPPORT FOR NEW BLOODMOBILE FOR MAINE | $8,500 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | SUPPORT FOR MAINE WOODS INITIATIVE: SUSTAINABLE FORESTRY PROGRAM | $2,500 |
| ARTS LEARNING | |||||||
| 12 COVEY ROAD | WALPOLE | MA | 02081 | N/A | PUBLIC CHARITY | SCHOOL ARTS LEADER PROGRAM | $10,000 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | JUST THE RIGHT VOLUME PROGRAM FOR HEARING LOSS AWARENESS/PREVENTION FOR MUSICIANS | $5,000 |
| BOSTON CONSERVATORY | |||||||
| 8 THE FENWAY | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | SUPPORT FOR 132 IPSWICH STREET PROJECT, INSTALLMENT #3 OF 4 | $12,500 |
| BOSTON LYRIC OPERA | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | UNDERWRITE RAISED ORCHESTRA PIT FOR DON GIOVANNI PRODUCTION | $15,000 |
| BOSTON LYRIC OPERA | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | GENERAL | $25,000 |
| BOSTON LYRIC OPERA | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | GENERAL | $25,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRAS | |||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | SUPPORT FOR PERFORMANCES OF VERDI'S OTELLO AND ROSSINI'S LA CENERENTOLA | $15,000 |
| CAMDEN CONFERENCE | |||||||
| PO BOX 882 | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | SUPPORT FOR 2016 CONFERENCE, THE NEW AFRICA | $15,000 |
| CANTATA SINGERS | |||||||
| 729 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | IN SUPPORT OF THE APRIL 2016 PERFORMANCE OF BRAHMS' GERMAN REQUIEM | $2,500 |
| CHRIST CHURCH HAMILTON MA | |||||||
| 149 ASBURY STREET | SOUTH HAMILTON | MA | 01982 | N/A | PUBLIC CHARITY | RESTORATION OF THE CHURCH'S MEDIEVAL STAINED GLASS WINDOWS | $10,000 |
| CHURCH OF THE TRANSFIGURATION | |||||||
| PO BOX 2831 | ORLEANS | MA | 02653 | N/A | PUBLIC CHARITY | SUPPORT FOR E.M. SKINNER ORGAN RESTORATION AND BUILDING PROJECT | $20,000 |
| CULTURES IN HARMONY (ANIM) | |||||||
| 6496 N TUXEDO STREET | INDIANAPOLIS | IN | 46220 | N/A | PUBLIC CHARITY | TO BENEFIT AFGHANISTAN NATIONAL INSTITUTE OF MUSIC | $6,000 |
| EMMANUEL MUSIC | |||||||
| 15 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | UNDERWRITE THE TWO BASS ROLES OF PHOEBUS AND PAN IN THE APRIL 9, 2016 PERFORMANCE OF BACH'S SECULAR CANTATA BWV 201 | $10,000 |
| ENGAGE CUBA FOUNDATION | |||||||
| 1050 THOMAS JEFFERSON STREET | WASHINGTON | DC | 20007 | N/A | PUBLIC CHARITY | MUSIC PROGRAMS/GENERAL | $5,000 |
| FARNSWORTH ART MUSEUM | |||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $20,000 |
| FOUNDATION FOR MODERN OPERA | |||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PRIVATE FOUNDATION | THE SHAKESPEARE CONCERTS SERIES RECORDINGS | $10,000 |
| FOUNDATION FOR MODERN OPERA | |||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PRIVATE FOUNDATION | SUPPORT FOR THE SHAKESPEARE CONCERTS 2016 PERFORMANCE | $25,000 |
| FRIENDS OF PRESUMPSCOT RIVER | |||||||
| PO BOX 1474 | WESTBROOK | ME | 04098 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| HANDEL AND HAYDN SOCIETY | |||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | UNDERWRITING OF JOELLE HARVEY'S APPEARANCE IN HANDEL'S SAUL | $10,000 |
| HANDEL AND HAYDN SOCIETY | |||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | SUPPORT FOR BACH CHRISTMAS CONCERT | $2,500 |
| HOME AWAY BOSTON INC | |||||||
| 250 FIRST AVENUE 321 | BOSTON | MA | 02129 | N/A | PUBLIC CHARITY | PROVIDE HOUSING FOR ONE YEAR TO A PATIENT AND HIS OR HER FAMILY DURING TREATMENT IN THE PEDIATRIC HEMATOLOGY-ONCOLOGY PROGRAM AT MASSGENERAL HOSPITAL FOR CHILDREN | $48,500 |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | SUPPORT FOR 2016-2017 CONCERT SEASON | $2,500 |
| LOWN INSTITUTE | |||||||
| 21 LONGWOOD AVENUE | BROOKLINE | MA | 02446 | N/A | PUBLIC CHARITY | SUPPORT FOR RIGHT CARE, MAINE CHAPTER | $25,000 |
| MAINE MEDIA WORKSHOPS & COLLEGE | |||||||
| PO BOX 200 | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | ARCHITECTURAL DESIGN AND PLANNING PHASE OF A MASTER FACILITIES PLAN | $25,000 |
| MCH INC | |||||||
| 46 SUMMER STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | SUPPORT FOR RENOVATION AND CONSTRUCTION OF A NEW KITCHEN FOR MEALS ON WHEELS PROGRAM | $2,500 |
| MERCY HEALTHCARE FOUNDATION | |||||||
| MERCY HOSPITAL 144 STATE STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | FIVE-YEAR PLEDGE TO THE MATTINA R. PROCTOR DIABETES CENTER FOR OUTREACH AND FOR RELOCATION TO FORE RIVER CAMPUS, INSTALLMENT #2 OF 5 | $50,000 |
| MUSICARES | |||||||
| 3030 OLYMPIC BOULEVARD | SANTA BARBARA | CA | 90404 | N/A | PUBLIC CHARITY | SUPPORT FOR HEALTHY ESSENTIALS PROGRAM FOR THE BENEFIT OF MUSICIANS LIVING IN MID-COAST MAINE AND/OR THE BOSTON AREA | $10,000 |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | MARINE ANIMAL RESCUE PROJECT | $10,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL | $25,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| NEW YORK FOUNDATION FOR THE ARTS | |||||||
| 20 JAY STREET | BROOKLYN | NY | 11201 | N/A | PUBLIC CHARITY | SUPPORT FOR GREAT PERFORMANCES AND MORE PROJECT | $5,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 400 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | SUPPORT FOR COMBINED DEGREE PROGRAM WITH NORTHEASTERN UNIVERSITY SCHOOL OF LAW AND COLLEGE OF ARTS, MEDIA AND DESIGN (CAMD), CO-OP POSITIONS FOR LAW STUDENTS AT VOLUNTEER LAWYERS FOR THE ARTS IN MAINE AND MASSACHUSETTS AND/OR PUBLIC INTEREST CO-OP POSITIONS IN MID-COAST MAINE | $10,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 400 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | SUPPORT FOR COMBINED DEGREE PROGRAM WITH NORTHEASTERN UNIVERSITY SCHOOL OF LAW AND COLLEGE OF ARTS, MEDIA AND DESIGN (CAMD), CO-OP POSITIONS FOR LAW STUDENTS AT VOLUNTEER LAWYERS FOR THE ARTS IN MAINE AND MASSACHUSETTS AND/OR PUBLIC INTEREST CO-OP POSITIONS IN MID-COAST MAINE | $4,000 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC CHARITY | INSTALLMENT #1 OF 2 IN SUPPORT OF PERKINS RADIO PROJECT | $25,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| PORT RESOURCES | |||||||
| 280 B GANNETT DRIVE | SOUTH PORTLAND | ME | 04106 | N/A | PUBLIC CHARITY | TO PURCHASE TABLET COMPUTERS | $1,000 |
| PORTLAND CHAMBER MUSIC FESTIVAL | |||||||
| 50 MARKET STREET SUITE 137 | PORTLAND | ME | 04106 | N/A | PUBLIC CHARITY | 2016 COMPOSERS COMPETITION | $2,500 |
| PRICE CENTER | |||||||
| 27 CHRISTINA STREET SUITE 201 | NEWTON | MA | 02461 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| ROGERSON COMMUNITIES | |||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | N/A | PUBLIC CHARITY | ADULT DAY HEALTH PROGRAMS | $5,000 |
| THE APPRENTICESHOP | |||||||
| 643 MAIN STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | TWO-YEAR SCHOLARSHIP, INSTALLMENT #2 OF 2 | $9,000 |
| THE APPRENTICESHOP | |||||||
| 643 MAIN STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| UCP OF MAINE | |||||||
| 700 MOUNT HOPE AVENUE SUITE 320 | BANGOR | ME | 04401 | N/A | PUBLIC CHARITY | NURTURING PARENTING PROGRAM | $1,000 |
| UNITED WAY OF GREATER PORTLAND | |||||||
| ONE CANAL PLAZA SUITE 300 | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | PROGRAMS FOR EARLY CHILDHOOD EDUCATION AND HEALTH | $2,500 |
| WAYFINDER SCHOOLS | |||||||
| PO BOX 65 215 GLOUCESTER HILL ROAD | NEW GLOUCESTER | ME | 04260 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $570,500 | 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 | $87 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $448,358 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $11,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $613,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $613,866 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROUDE & HOCHBERG LLP TAX | $6,059 | $0 | $0 |
| DARMODY, MERLINO & CO., LLP | $7,200 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER RD | WORCESTER | MA | 01602 | 2016-01-15 | $10,000 | UNDERWRITE SHAKESPEARE CONCERT RECORDING PRODUCTION COSTS WITH PARMA RECORDS. | NONE | 05/31/17 |
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER RD | WORCESTER | MA | 01602 | 2016-01-22 | $25,000 | UNDERWRITE SPRING SHAKESPEARE CONCERT AT JORDAN HALL AND RECORDING SESSIONS AT MECHANICS HALL. | NONE | 05/31/17 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE | $0 | $0 |
| 21,007 SH. AT&T INC. | $590,860 | $893,428 |
| 2,500 SH. BHP BILLITON PLC | $168,172 | $78,650 |
| 3,000 SH. BOSTON PROPERTIES INC. | $268,819 | $377,340 |
| 2,500 SH. BP PLC ADR | $69,592 | $93,450 |
| 6,188 SH. BRISTOL MYERS SQUIBB CO. | $151,204 | $361,627 |
| 2,000 SH. CANADIAN NATIONAL RAILWAY | $66,558 | $134,800 |
| 3,400 SH. CATERPILLAR INC. | $250,676 | $315,316 |
| 6,000 SH. CHEVRON CORP. | $358,740 | $706,200 |
| 3,331 SH. CISCO SYSTEMS INC. | $57,918 | $100,663 |
| 16,000 SH. COCA COLA CO. | $329,718 | $663,360 |
| 6,000 SH. CONAGRA FOODS INC. | $123,937 | $237,300 |
| CONOCOPHILLIPS | $0 | $0 |
| 1,500 SH. DISNEY CO. | $41,850 | $156,330 |
| 4,500 SH. DOW CHEMICAL CO. | $240,390 | $257,490 |
| 10,000 SH. DU PONT DE NEMOURS & CO. | $445,924 | $734,000 |
| 2,475 SH. DUKE ENERGY CORP. | $112,112 | $192,110 |
| 8,200 SH. DUKE REALTY CORP | $220,109 | $217,792 |
| 4,000 SH. EMERSON ELECTRIC CO. | $63,205 | $223,000 |
| 18,000 SH. EXXONMOBIL CORP. | $551,787 | $1,624,680 |
| 26,810 SH. GENERAL ELECTRIC CO. | $620,770 | $847,196 |
| 12,000 SH. GENERAL MILLS INC. | $252,004 | $741,240 |
| 7,350 SH. GLOBAL X SUPERDIVIDEND ETF | $160,487 | $152,954 |
| 870 SH. JOHNSON & JOHNSON | $56,924 | $100,233 |
| 7,400 SH. JP MORGAN CHASE & CO. | $269,342 | $638,546 |
| 2,000 SH. LAMB WESTON HOLDINGS, INC. | $36,531 | $75,700 |
| 9,844 SH. MERCK & CO. INC. | $411,850 | $579,516 |
| 3,500 SH. MICROSOFT CORP. | $132,054 | $217,490 |
| 1,000 SH. PEPSICO INC. | $59,708 | $104,630 |
| 7,189 SH. PFIZER INC. | $113,557 | $233,499 |
| 2,338 SH. PHILLIPS 66-W/I | $59,480 | $202,027 |
| 11,100 SH. PROCTER & GAMBLE CO. | $379,517 | $933,288 |
| 10,000 SH. STATE STREET CORP. | $145,281 | $777,200 |
| 4,000 SH. UNION PACIFIC CORP. | $48,026 | $414,720 |
| 2,600 SH. UNITED TECHNOLOGIES CORP. | $130,430 | $285,012 |
| 6,500 SH. US BANCORP | $191,360 | $333,905 |
| 4,270 SH. VERIZON COMMUNICATIONS INC. | $136,356 | $227,933 |
| 6,000 SH. WELLS FARGO & CO. | $179,145 | $330,660 |
| 4,886 SH. WEYERHAEUSER CO. | $136,012 | $147,020 |
| WILLIAMS COS. INC. | $0 | $0 |
| 1,000 SH. 3M CO. | $72,717 | $178,570 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROUDE & HOCHBERG LLP LEGAL | CategoryTxt |
| Legal Fees | $1,676 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPONENT PHILANTHROPY MEMBERSHIP DUES | $750 | $0 | $0 |
| LIABILITY INSURANCE | $1,250 | $0 | $0 |
| WEBSITE DEVELOPMENT | $2,500 | $0 | $0 |
| ADVERTISING | $2,300 | $0 | $2,300 |
| STATE STREET CUSTODY FEES | $597 | $597 | $0 |
| WELLS FARGO INVESTMENT FEE | $27,587 | $27,587 | $0 |
| MA FORM PC FILING FEE | $125 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCTOR HEIRS TRUST | Desc |
| Revenue And Expenses Per Books | $11,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROUDE & HOCHBERG GRANT ADMIN. FEE | $71,199 | $0 | $71,199 |
| BROUDE & HOCHBERG TRUST ADMIN. FEE | $39,332 | $39,332 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $342 | $0 | $0 |
| FEDERAL ESTIMATED TAX 2016 | $4,000 | $0 | $0 |
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