AMELIA PEABODY CHARITABLE FUND TRS: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMELIA PEABODY CHARITABLE FUND TRS (EIN 23-7364949)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-28
- IRS object ID
- 201702719349100405
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-28T11:52:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041796830 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL BRIER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN POST OFFICE SQUARE - 6TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021094689 | 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 | 237364949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY CHARITABLE FUND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMEL | BusinessNameControlTxt |
| Phone | 6174516178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET NO 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALEB LORING III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174516178 | PhoneNum |
| Signature | 2017-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN D CANDELARIO | PreparerPersonNm |
| PTIN | P00739148 | PTIN |
| Phone | 6175237094 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.245.7.113 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-27 | IPDt |
| IP Tm | 14:32:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C883547CF2FEBB243B7A2C5778A324354CAAEF6C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B67F9DFA93DB714119FB2291C1EFA37BD3186C0 | 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 | $157,482,443 | 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 | $87,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,345,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,345,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,224,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,879,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,224,929 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $218,361 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $172,991 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,875,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,743,419 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $400,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $320,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $240,979 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,098 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $216,881 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,219 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,922 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $53,297 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,631 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,631 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $43,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $282,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $273,985 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,363 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152,304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90,812 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,198 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $36,543 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $31,660 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,166 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,494 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,358 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,358 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,909 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,284 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,307,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $524,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $699,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,460,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,460,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,767,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $524,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,160,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,891,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,218,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,501 | CashBOYAmt |
| Cash EOY | $38,241 | CashEOYAmt |
| Cash EOYFMV | $38,241 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,228,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,797,694 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,797,694 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $21,960,597 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,357,955 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,474,818 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $81,721,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,258,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $121,138,571 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,801,832 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,755,794 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,859,702 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,538,614 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,208,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,108,537 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,409,989 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $345,109 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,097,776 | LandBOYAmt |
| Land EOY | $1,064,880 | LandEOYAmt |
| Land EOYFMV | $1,064,880 | LandEOYFMVAmt |
| Total Assets BOY | $118,404,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,481,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,482,443 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $124,524,483 | CapitalStockBOYAmt |
| Capital Stock EOY | $124,524,483 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$6,120,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$9,042,886 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,404,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,481,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,404,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,481,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,404,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,891,996 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,454 | OtherIncreasesAmt |
| Subtotal | $115,557,487 | SubtotalAmt |
| Other Decreases | $75,890 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,481,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SECURITIES PROCEEDS | P | $221 | $221 | $221 | |
| PUBLICLY TRADED SECURITIES | P | $6,084,974 | -$659 | -$659 | $6,085,633 |
| PUBLICLY TRADED SECURITIES | P | $21,794,357 | $2,225,367 | $2,225,367 | $19,568,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,224,929 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,919,329 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $158,779,403 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049876 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,273,106 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $163,399,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050631 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,036,988 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $154,237,267 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052108 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,723,566 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $145,289,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053160 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,633,707 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $145,920,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052314 | DistributionYr5Rt |
| Total Distribution | 0.258089 | TotalDistributionRt |
| Average Distribution | 0.051618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $153,155,147 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,905,562 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $52,185 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,957,747 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,160,256 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $52,185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,815 | OverpaymentAmt |
| Applied To ES Tax | $7,815 | 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 | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.APCFUND.ORG | WebsiteAddressTxt |
| Individual With Books | CHERYL GIDEON | IndividualWithBooksNm |
| Phone | 6174516178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CALEB LORING III | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| ROBERT G BANNISH | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| KATHERINE L BABSON | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| MARGARET H MORTON | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BETHANY B KENDALL | ||||||||
| 185 DEVONSHIRE STREET SUITE 600 | BOSTON | MA | 02110 | EXECUTIVE DIRECTOR | 40.00 | $148,639 | $26,937 | $0 |
| CHERYL A GIDEON | ||||||||
| 185 DEVONSHIRE STREET SUITE 600 | BOSTON | MA | 02110 | ADMINISTRATOR | 40.00 | $92,332 | $29,784 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH LASALLE STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $132,920 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $155,430,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,487,459 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,487,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,332,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,155,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,657,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,657,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,185 | TotalTaxAmt |
| Distributable Before Adj | $7,605,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,605,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,605,572 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,160,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,160,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $52,185 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,108,071 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,605,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $963,343 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,160,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $963,343 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,196,913 | 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 | $408,659 | 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 | CHERYL GIDEON EXEC ASSISTANTBUSINES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174516178 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS ARE SUBMITTED ONLINE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE FEBRUARY 1ST AND JULY 1ST OF EVERY YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | WE WILL NOT ACCEPT PROPOSALS FROM: INDIVIDUALS PRIVATE FOUNDATIONS ORGANIZATIONS EXISTING OR OPERATING OUTSIDE MASSACHUSETTS ORGANIZATIONS FUNDED PRINCIPALLY WITH TAX DOLLARS START-UP ORGANIZATIONS SECTION 509(A)(3) SUPPORTING ORGANIZATIONS RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES EDUCATIONAL INSTITUTIONS FOR EDUCATIONAL PURPOSES WE WILL NOT FUND: OPERATING BUDGETS PROGRAMS ADMINISTRATIVE OVERHEAD ANNUAL FUND DRIVES EMERGENCIES OR IMMEDIATE FUNDING REQUESTS EVENTS, PERFORMANCES, MEDIA, THEATRICAL PRODUCTIONS, PUBLICATIONS, EXHIBITS, CONFERENCES MULTI-YEAR GRANT PROPOSALS ADVOCACY OR LOBBYING EFFORTS SCHOLARSHIPS / FELLOWSHIPS / ENDOWMENTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY COVE HUMAN SERVICES INC | |||||||
| 66 CANAL ST | BOSTON | MA | 02114 | NONE | PC | CAPITAL | $51,000 |
| BERKSHIRE FAMILY YOUNG MEN'S CHRISTIAN ASSOCIATION INC | |||||||
| 292 NORTH STREET | PITTSFIELD | MA | 01201 | NONE | PC | CAPITAL | $50,000 |
| BERKSHIRE HILLS MUSIC ACADEMY | |||||||
| 48 WOODBRIDGE ST | SOUTH HADLEY | MA | 01075 | NONE | PC | CAPITAL | $50,000 |
| BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH | |||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | NONE | PC | CAPITAL | $50,000 |
| BOSTON AREA GLEANERS INC | |||||||
| 240 BEAVER ST | WALTHAM | MA | 02452 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $100,500 |
| BOSTON AREA RAPE CRISIS CENTER | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PC | CAPITAL | $60,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER (BCNC) | |||||||
| 885 WASHINGTON ST | BOSTON | MA | 02111 | NONE | PC | CAPITAL | $55,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | |||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | NONE | PC | CAPITAL | $75,000 |
| BOYS & GIRLS CLUBS OF METROWEST | |||||||
| 169 PLEASANT ST | MARLBORO | MA | 01752 | NONE | PC | CAPITAL | $75,000 |
| BREAD & ROSES INC | |||||||
| 58 NEWBURY ST | LAWRENCE | MA | 01840 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $60,000 |
| BRIDGEWELL INC | |||||||
| 471 BROADWAY | LYNNFIELD | MA | 01940 | NONE | PC | CAPITAL | $50,000 |
| CAMBRIDGE FAMILY YMCA | |||||||
| 820 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PC | CAPITAL | $25,000 |
| CAPE COD CENTER FOR WOMEN | |||||||
| PO BOX 141 | N FALMOUTH | MA | 02556 | NONE | PC | CAPITAL | $50,000 |
| CARDINAL CUSHING CENTERS | |||||||
| 405 WASHINGTON ST | HANOVER | MA | 02339 | NONE | PC | CAPITAL | $250,000 |
| CHAMP HOMES INC | |||||||
| 82 SCHOOL ST | HYANNIS | MA | 02601 | NONE | PC | CAPITAL | $18,500 |
| CHARLES RIVER CONSERVANCY | |||||||
| 43 THORNDIKE ST | CAMBRIDGE | MA | 02141 | NONE | PC | CAPITAL | $26,000 |
| COMMUNITY ACTION OF THE FRANKLIN HAMPSHIRE AND N QUABBIN REGIONS | |||||||
| 393 MAIN ST | GREENFIELD | MA | 01301 | NONE | PC | CAPITAL | $22,500 |
| COMMUNITY HARVEST PROJECT | |||||||
| 37 WHEELER ROAD | NGRAFTON | MA | 01536 | NONE | PC | CAPITAL | $21,000 |
| COMMUNITY HARVEST PROJECT | |||||||
| 37 WHEELER ROAD | NGRAFTON | MA | 01536 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $53,000 |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | |||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $50,000 |
| COMMUNITY SERVINGS | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $100,000 |
| COMPASSIONATE CARE ALS | |||||||
| PO BOX 1052 | WEST FALMOUTH | MA | 02574 | NONE | PC | CAPITAL | $60,000 |
| CONCORD ANTIQUARIAN SOCIETY | |||||||
| 200 LEXINGTON ROAD | CONCORD | MA | 01742 | NONE | PC | CAPITAL | $250,000 |
| CREATIVE HAVERHILL | |||||||
| 21 WINGATE STREET SUITE 104 | HAVERHILL | MA | 01830 | NONE | PC | CAPITAL | $25,000 |
| DEVELOPMENTAL EVALUATION AND ADJUSTMENT FACILITIES INC | |||||||
| 215 BRIGHTON AVENUE | ALLSTON | MA | 02134 | NONE | PC | CAPITAL | $25,000 |
| EASTER SEALS MASSACHUSETTS | |||||||
| 484 MAIN STREET | WORCESTER | MA | 01608 | NONE | PC | CAPITAL | $25,000 |
| EDITH WHARTON RESTORATION INC (THE MOUNT) | |||||||
| 2 PLUNKETT ST PO BOX 974 | LENOX | MA | 01240 | NONE | PC | CAPITAL | $150,000 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | PC | CAPITAL | $100,000 |
| FOOD BANK OF WESTERN MASSACHUSETTS | |||||||
| 97 NORTH HATFIELD ROAD | HATFIELD | MA | 01038 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $100,000 |
| FOOD FOR FREE COMMITTEE INC | |||||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | NONE | PC | CAPITAL | $50,000 |
| FOOD FOR FREE COMMITTEE INC | |||||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $60,000 |
| FOUNDATION FOR METROWEST INC | |||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $51,250 |
| FRIENDS OF MOUNT AUBURN CEMETERY | |||||||
| 580 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | LAND PRESERVATION | $100,000 |
| GENERATIONS INCORPORATED | |||||||
| 25 KINGSTON STREET | BOSTON | MA | 02111 | NONE | PC | CAPITAL | $40,000 |
| GREATER HOLYOKE YMCA | |||||||
| 171 PINE STREET | HOLYOKE | MA | 01040 | NONE | PC | CAPITAL | $50,000 |
| GREATER LOWELL FAMILY YMCA | |||||||
| 35 YMCA DRIVE | LOWELL | MA | 01852 | NONE | PC | CAPITAL | $50,000 |
| GROUNDWORK SOMERVILLE | |||||||
| 24 PARK ST 7 | SOMERVILLE | MA | 02143 | NONE | PC | CAPITAL | $10,000 |
| HARBOR HOMES INC | |||||||
| 45 HIGH ST | NASHUA | NH | 03060 | NONE | PC | CAPITAL | $25,000 |
| HEALING ABUSE WORKING FOR CHANGE | |||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | NONE | PC | CAPITAL | $14,000 |
| HILLTOWN COMMUNITY HEALTH CENTERS INC | |||||||
| 58 OLD NORTH RD | WORTHINGTON | MA | 01098 | NONE | PC | CAPITAL | $50,000 |
| HISTORIC BOSTON | |||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | NONE | PC | CAPITAL | $500,000 |
| HYDE SQUARE TASK FORCE | |||||||
| 375 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | CAPITAL | $100,000 |
| JEWISH VOCATIONAL SERVICE | |||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | NONE | PC | CAPITAL | $50,000 |
| MANET COMMUNITY HEALTH CENTER | |||||||
| 2 GRANITE AVENUE SUITE 101 | MILTON | MA | 02186 | NONE | PC | CAPITAL | $60,000 |
| MANOMET INC | |||||||
| POST OFFICE BOX 1770 | MANOMET | MA | 02345 | NONE | PC | CAPITAL | $80,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PC | CAPITAL | $125,000 |
| MAY INSTITUTE INC | |||||||
| 41 PACELLA PARK DRIVE | RANDOLPH | MA | 02368 | NONE | PC | CAPITAL | $25,000 |
| MERRIMACK VALLEY FOOD BANK | |||||||
| 735 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $65,000 |
| MINUTE MAN NATIONAL PARK ASSOCIATION | |||||||
| 174 LIBERTY STREET | CONCORD | MA | 01742 | NONE | PC | LAND PRESERVATION | $45,000 |
| MYSTIC SEAPORT MUSEUM INC | |||||||
| POBOX 6000 | MYSTIC | CT | 06355 | NONE | PC | CAPITAL | $50,000 |
| NATIONAL BRAILLE PRESS | |||||||
| 88 SAINT STEPHEN STREET | BOSTON | MA | 02115 | NONE | PC | CAPITAL | $40,000 |
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC | |||||||
| PO BOX 611 | NEWMARKET | NH | 03857 | NONE | PC | CAPITAL | $50,000 |
| NORTH SHORE ARTS ASSOCIATION OF GLOUCESTER INC | |||||||
| 11 PIRATES LANE | GLOUCESTER | MA | 01930 | NONE | PC | CAPITAL | $35,000 |
| NORTHEAST ARC INC | |||||||
| 1 SOUTHSIDE RD | DANVERS | MA | 01923 | NONE | PC | CAPITAL | $50,000 |
| OAKES AMES MEMORIAL HALL ASSOCIATION INC | |||||||
| PO BOX 34 | NORTH EASTON | MA | 02356 | NONE | PC | CAPITAL | $85,000 |
| OLD NORTH FOUNDATION OF BOSTON INC | |||||||
| 193 SALEM STREET | BOSTON | MA | 02113 | NONE | PC | CAPITAL | $480,000 |
| OLD STURBRIDGE INC | |||||||
| 1 OLD STURBRIDGE VILLAGE RD | STURBRIDGE | MA | 01566 | NONE | PC | CAPITAL | $84,000 |
| OUR NEIGHBORS' TABLE | |||||||
| PO BOX 592 | AMESBURY | MA | 01913 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $100,000 |
| PLIMOTH PLANTATION INC | |||||||
| PO BOX 1620 | PLYMOUTH | MA | 02362 | NONE | PC | CAPITAL | $250,000 |
| PRINCETON LAND TRUST | |||||||
| PO BOX 271 | PRINCETON | MA | 01541 | NONE | PC | LAND PRESERVATION | $75,000 |
| PROJECT BREAD THE WALK FOR HUNGER | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $100,000 |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | |||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | NONE | PC | CAPITAL | $25,000 |
| SPRINGFIELD MUSEUMS CORPORATION | |||||||
| 21 EDWARDS ST | SPRINGFIELD | MA | 01103 | NONE | PC | CAPITAL | $500,000 |
| THE CHILDREN'S CENTER OF FAITH UNITED METHODIST CHURCH | |||||||
| 35 LOWELL ST | METHUEN | MA | 01844 | NONE | PC | CAPITAL | $30,000 |
| THE DIMOCK CENTER | |||||||
| 55 DIMOCK ST | ROXBURY | MA | 02119 | NONE | PC | CAPITAL | $250,000 |
| THE FOOD PROJECT | |||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $100,000 |
| THE LITERACY PROJECT INC | |||||||
| 15 BANK ROW SUITE C | GREENFIELD | MA | 01301 | NONE | PC | CAPITAL | $18,000 |
| THE MCLEAN HOSPITAL CORPORATION | |||||||
| 115 MILL STREET MAIL STOP 126 | BELMONT | MA | 02478 | NONE | PC | CAPITAL | $121,000 |
| THE OPEN DOORCAPE ANN FOOD PANTRY INC | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $100,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 45 MERRIMACK STREET 5TH FLOOR | LOWELL | MA | 01850 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $100,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX ST | BEVERLY | MA | 01915 | NONE | PC | LAND PRESERVATION | $200,000 |
| URBAN COLLEGE OF BOSTON | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02116 | NONE | PC | CAPITAL | $35,000 |
| USS CONSTITUTION MUSEUM INC | |||||||
| PO BOX 291812 | CHARLESTOWN | MA | 02129 | NONE | PC | CAPITAL | $100,000 |
| VERMONT STUDIO CENTER | |||||||
| 80 PEARL STREET PO BOX 613 | JOHNSON | VT | 05656 | NONE | PC | CAPITAL | $75,000 |
| WADSWORTH ATHENEUM MUSEUM OF ART | |||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | NONE | PC | CAPITAL | $50,000 |
| WEST END HOUSE | |||||||
| 105 ALLSTON ST | ALLSTON | MA | 02134 | NONE | PC | CAPITAL | $300,000 |
| WEST END HOUSE GIRLS CAMP INC | |||||||
| 105 ALLSTON ST | ALLSTON | MA | 02134 | NONE | PC | CAPITAL | $50,000 |
| WORCESTER COUNTY FOOD BANK INC | |||||||
| 474 BOSTON TPKE | SHREWSBURY | MA | 01545 | NONE | PC | SPECIAL GRANT - FOOD INSECURITY | $95,000 |
| YMCA OF THE NORTH SHORE | |||||||
| 245 CABOT ST | BEVERLY | MA | 01915 | NONE | PC | CAPITAL | $250,000 |
| YWCA OF GREATER LAWRENCE INC | |||||||
| 38 LAWRENCE STREET | LAWRENCE | MA | 01840 | NONE | PC | CAPITAL | $85,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,460,750 | 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 | $3,345,499 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,991 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,224,929 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIV DISTRIBUTION | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,370 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,788,789 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,788,789 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUSAN B RICE TRUSTEE HMPAYSON ONE P | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $87,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST - CUSTODY FEES | $35,000 | $35,000 | $0 |
| RUSSELL, BRIER & CO LLP - AUDIT AND RELATED ACCOUNTING | $20,000 | $8,000 | $12,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER AND PERIPHERAL EQUIPMENT | 1998-01-08 | $4,852 | $4,852 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | 2004-06-03 | $3,260 | $3,260 | SL | 5.000000000000 | $0 | $0 |
| SERVER, SOFTWARE & MANUAL | 2006-04-10 | $350 | $350 | SL | 5.000000000000 | $0 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | 2008-08-01 | $1,248,641 | $236,118 | SL | 39.000000000000 | $32,016 | $0 |
| DESK AND CHAIRS | 2008-09-01 | $9,147 | $9,147 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2008-10-14 | $2,318 | $2,318 | SL | 5.000000000000 | $0 | $0 |
| BOOKCASES | 2008-12-22 | $822 | $821 | SL | 5.000000000000 | $0 | $0 |
| TELEPHONE | 2008-08-18 | $4,804 | $4,804 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER HARDWARE | 2008-09-12 | $6,308 | $6,308 | SL | 5.000000000000 | $0 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | 2008-09-12 | $99,755 | $18,863 | SL | 39.000000000000 | $2,558 | $0 |
| COLOR COPIER | 2008-03-17 | $10,356 | $10,356 | SL | 5.000000000000 | $0 | $0 |
| AIR CONDITIONER | 2010-07-27 | $5,733 | $5,733 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2011-06-01 | $2,600 | $2,600 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE (COUCH, LAMPS) | 2011-11-28 | $1,192 | $1,192 | SL | 5.000000000000 | $0 | $0 |
| SERVER BATTERY | 2012-07-11 | $200 | $160 | SL | 5.000000000000 | $40 | $0 |
| APPLE LAPTOP | 2012-11-06 | $1,279 | $1,024 | SL | 5.000000000000 | $255 | $0 |
| PRINTER | 2014-07-01 | $926 | $278 | SL | 5.000000000000 | $185 | $0 |
| NETWORK SOLUTIONS COMPUTER | 2015-07-04 | $3,300 | $330 | SL | 5.000000000000 | $660 | $0 |
| TWO DELL MONITORS | 2015-07-04 | $500 | $50 | SL | 5.000000000000 | $100 | $0 |
| TELEPHONE SYSTEM | 2016-03-17 | $3,647 | SL | 5.000000000000 | $729 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS-PUBLICLY TRADED | BondNm |
| EOY Book Value | $2,755,794 | EOYBookValueAmt |
| EOYFMV | $2,859,702 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS-PUBLICLY TRADED | StockNm |
| EOY Book Value | $80,258,482 | EOYBookValueAmt |
| EOYFMV | $121,138,571 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,421,930 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $22,452,123 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $936,025 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,022,695 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-PUBLICLY TRADED | AT COST | $1,330,956 | $1,884,654 |
| PARTNERSHIPS | AT COST | $4,877,595 | $5,223,883 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER AND PERIPHERAL EQUIPMENT | $4,852 | $4,852 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | $3,260 | $3,260 | $0 |
| SERVER, SOFTWARE & MANUAL | $350 | $350 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $1,248,641 | $268,134 | $980,507 |
| DESK AND CHAIRS | $9,147 | $9,147 | $0 |
| CONFERENCE TABLE | $2,318 | $2,318 | $0 |
| BOOKCASES | $822 | $821 | $1 |
| TELEPHONE | $4,804 | $4,804 | $0 |
| COMPUTER HARDWARE | $6,308 | $6,308 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $99,755 | $21,421 | $78,334 |
| COLOR COPIER | $10,356 | $10,356 | $0 |
| AIR CONDITIONER | $5,733 | $5,733 | $0 |
| COMPUTER | $2,600 | $2,600 | $0 |
| FURNITURE (COUCH, LAMPS) | $1,192 | $1,192 | $0 |
| SERVER BATTERY | $200 | $200 | $0 |
| APPLE LAPTOP | $1,279 | $1,279 | $0 |
| PRINTER | $926 | $463 | $463 |
| NETWORK SOLUTIONS COMPUTER | $3,300 | $990 | $2,310 |
| TWO DELL MONITORS | $500 | $150 | $350 |
| TELEPHONE SYSTEM | $3,647 | $729 | $2,918 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CASNER & EDWARDS | CategoryTxt |
| Legal Fees | $2,631 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,631 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDENDS & INTEREST - 2016 BOOK VS TAX ADJUSTMENT | $21,147 |
| REALIZED GAINS - 2016 BOOK VS TAX ADJUSTMENT | $297 |
| NONDIVIDEND DISTRIBUTION 2016 - BOOK VS TAX | $45,370 |
| CAPITAL GAINS DISTRIBUTIONS 2016 BOOKS VS TAX | $9,076 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $13,612 | $0 | $13,612 |
| INSURANCE | $6,554 | $655 | $5,899 |
| MA FILING FEE | $500 | $0 | $500 |
| OFFICE EXPENSES AND SUPPLIES | $14,903 | $1,949 | $12,954 |
| POSTAGE | $887 | $177 | $710 |
| UTILITIES | $2,989 | $299 | $2,690 |
| MISCELLANEOUS | $5,748 | $829 | $4,919 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HIGHVISTA PASS THRU NET INCOME(TAX BASIS) | $172,991 | $172,991 | $172,991 |
| NONDIV DISTRIBUTION | $45,370 | $45,370 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FOREIGN TAXES - 2016 BOOK VS TAX ADJUSTMENT | $35,185 |
| INVESTMENT ADVISORY FEES PAID - 2016 BOOK VS TAX ADJUSTMENT | $10,269 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $266,285 | $266,285 | $0 |
| W.B. SMITH | $7,700 | $7,700 | $0 |
| COMPLETE NETWORK SOLUTIONS | $8,363 | $0 | $8,363 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY ANNUITY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUSAN B RICE TRUSTEE HM PAYSON ONE | AddressLine1Txt |
| Address Line2 | PORTLAND SQUARE 5TH FL UNION STREE | AddressLine2Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON FOREIGN DIVIDEND | $89,124 | $89,124 | $0 |
| PAYROLL TAXES | $16,886 | $1,688 | $15,198 |
| FEDERAL TAXES | $46,294 | $0 | $0 |
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