THE SCULLY FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SCULLY FAMILY FOUNDATION INC (EIN 04-3556853)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-07
- IRS object ID
- 201712509349100211
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-07T15:03:39-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | 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 | 043556853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCULLY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCUL | BusinessNameControlTxt |
| Phone | 6174845432 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSMARIE H SCULLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174845432 | PhoneNum |
| Signature | 2017-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY F HAGAN CPA | PreparerPersonNm |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2017-09-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.201.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-07 | IPDt |
| IP Tm | 15:03:00 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 749B956067ABDD24A34B7AE8C9E94A24AADF5CC1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3EBB8EFDAB3055BFD7CAB68D4D7168A636D75C6 | 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 | $1,982,155 | 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 | $2,035,953 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,989 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,989 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,147,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,392 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,392 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,072,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,382 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $36,382 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $24 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,899 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,963,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,757 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,382 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $24,376 | CashEOYAmt |
| Cash EOYFMV | $24,376 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,064 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,030 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,030 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $830,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $850,874 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $1,006,323 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $989,875 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,978,675 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,982,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,064 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,978,675 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,978,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,978,675 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,963,611 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,978,675 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,978,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | S/T CAPITAL GAINS BBH | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2016-10-07 | AcquiredDt |
| Sold | 2016-12-31 | SoldDt |
| Gross Sales Price | $1,147,742 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,141,350 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,392 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $6,392 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,392 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,392 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,435 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,550 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.398816 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,310 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,370 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.433648 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,535 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.329868 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,865 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,625 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.399802 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $148,244 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,231 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 18.010448 | DistributionYr5Rt |
| Total Distribution | 26.572582 | TotalDistributionRt |
| Average Distribution | 5.314516 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $168,225 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $894,034 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $358 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $894,392 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,099 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $715 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $715 | SubtotalAmt |
| Tax Based On Investment Income | $715 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $300 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $415 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROSMARIE H SCULLY | IndividualWithBooksNm |
| Phone | 6174845432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT G SCULLY | ||||||||
| 221 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021384852 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROSMARIE H SCULLY | ||||||||
| 221 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021384852 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTING ORGANIZATIONS AND CAUSES IN THE GREATERBOSTON AND NEW HAMPSHIRE AREA. | Description1Txt |
| Expenses1 | $108,724 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $140,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $170,787 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $170,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,411 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,411 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $715 | TotalTaxAmt |
| Distributable Before Adj | $7,696 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,696 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,696 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,099 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $108,099 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $108,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,476 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $146,211 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,635 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,310 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $100,435 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $460,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,099 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $108,099 | RemainingDistriFromCorpusAmt |
| Total Corpus | $569,070 | TotalCorpusAmt |
| Taxable2 | $1,476 | Taxable2Amt |
| Undistributed Income CY | $7,696 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $146,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $422,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,380 | ExcessFromYear4Amt |
| Excess From Year3 | $86,635 | ExcessFromYear3Amt |
| Excess From Year2 | $59,310 | ExcessFromYear2Amt |
| Excess From Year1 | $100,435 | ExcessFromYear1Amt |
| Excess From Current Year | $108,099 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT G SCULLY | ContributingManagerNm |
| Contributing Manager | ROSMARIE H SCULLY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSMARIE H SCULLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET UNIT 701 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174845432 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTH COUNTRY CHAMBER PLAYERS | ||||||
| PO BOX 865 | FRANCONIA | NH | 03580 | EXEMPT | GENERAL SUPPORT | $500 |
| ST PAUL CHOIR SCHOOL | ||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $25,250 |
| MASSACHUSETTS AUDUBON SOCIETY | ||||||
| PO BOX 79138 | BELMONT | MA | 02479 | PUBLICCHARITY | CONSERVATION | $150 |
| NEW ENGLAND SKI MUSEUM | ||||||
| PO BOX 267 | FRANCONIA | NH | 035800267 | PUBLICCHARITY | GENERAL SUPPORT | $750 |
| ST MATTHEW'S CHAPEL | ||||||
| THE BIRCHES ROAD | SUGAR HILL | NH | 03586 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| 2016 CATHOLIC APPEAL | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| GLOBAL TEAMS | ||||||
| 800 TUSKAMILLA ROAD | WINTER SPRINGS | FL | 32708 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| JESUIT VOLUNTEER CORPS | ||||||
| 2050 NORTH CLARK STREET | CHICAGO | IL | 60614 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| HANDEL & HAYDEN SOCIETY | ||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | PUBLICCHARITY | GENERAL SUPPORT | $7,500 |
| MOTHER CAROLINE ACADEMY | ||||||
| 515 BLUE HILL AVENUE | DORCHESTER | MA | 02121 | PUBLICCHARITY | GENERAL SUPPORT | $1,750 |
| NEC ANNUAL FUND | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | CONSERVATION | $250 |
| JUSTINE MEE LIFF FUND FOR EMERALD NECKLACE CONSERVANCY | ||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | PUBLICCHARITY | CONSERVATION | $5,000 |
| WGBH | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PUBLICCHARITY | PUBLIC BROADCASTING | $100 |
| WBUR | ||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | PUBLIC BROADCASTING | $200 |
| EARTHEN VESSELS | ||||||
| 516B DORCHESTER AVENUE | BOSTON | MA | 02127 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| COPPER CANNON CAMPS | ||||||
| PO BOX 124 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | GENERAL SUPPORT | $6,000 |
| ST JOSEPH PARISH | ||||||
| 21 PINE STREET | WOODSVILLE | NH | 03785 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| SYMPHONY HALL | BOSTON | MA | 02115 | PUBLICCHARITY | GENERAL SUPPORT | $31,000 |
| SPECIAL OLYMPICS MASSACHUSETTS | ||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| HARVARD CATHOLIC CENTER | ||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $200 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| CT RIVER WATERHED COUNCIL | ||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| MASS GENERAL HOSPITAL | ||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PUBLICCHARITY | MEDICAL RESEARCH | $10,000 |
| SUGAR HILL HISTORICAL MUSEUM | ||||||
| PO BOX 591 | SUGAR HILL | NH | 03586 | PUBLICCHARITY | GENERAL SUPPORT | $200 |
| FRANCONIA SKI CLUB | ||||||
| PO BOX 462 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $10,000 |
| BETH ISRAEL DEACONESS HOSPITAL | ||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | PUBLICCHARITY | MEDICAL RESEARCH | $250 |
| MT AUBURN HOSPITAL AUXILIARY | ||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $50 |
| CARROLL SCHOOL | ||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| THURSDAY MORNING TALKS | ||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| THE FUND FOR BC HIGH | ||||||
| 150 MORRISSEY BLVD | DORCHESTER | MA | 02125 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| CAMBRIDGE MUSIC CLUB | ||||||
| 20 CRAIGIE STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $200 |
| PRIESTS FOR LIFE INC | ||||||
| 20 EBBITTS STREET | STATEN ISLAND | NY | 10306 | PUBLICCHARITY | LEGAL DEFENSEFUND | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,989 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,384 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,374 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT AND ROSMARIE SCULLY | |||||||
| 1 | 221 MOUNT AUBURN ST APT 701 | CAMBRIDGE | MA | 02138 | $41,369 | Yes (X) | |
| ROBERT AND ROSMARIE SCULLY | |||||||
| 2 | 221 MOUNT AUBURN ST APT 701 | CAMBRIDGE | MA | 02138 | $2,017,919 | Yes (X) | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BJHC, PC ACCOUNTING AND TAX | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (18 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 1150 BERSHIRE HATHAWAY CL B | 2016-10 | Donated | 2016-10 | $166,888 | $165,451 | FMV | $1,437 |
| 3125 US BANCORP | 2016-10 | Donated | 2016-10 | $139,977 | $137,156 | FMV | $2,821 |
| 575 CELANESE CORP | 2016-10 | Donated | 2016-10 | $41,035 | $38,284 | FMV | $2,751 |
| 2400 MICROSOFT CORP | 2016-10 | Donated | 2016-10 | $145,341 | $138,576 | FMV | $6,765 |
| 625 WASTE MANAGEMENT INC | 2016-10 | Donated | 2016-10 | $39,750 | $39,238 | FMV | $512 |
| 271 ALPHABET INC | 2016-10 | Donated | 2016-10 | $217,653 | $210,521 | FMV | $7,132 |
| 1250 COMCAST CORP | 2016-10 | Donated | 2016-10 | $76,242 | $81,763 | FMV | -$5,521 |
| 2600 ZOETIS INC | 2016-10 | Donated | 2016-10 | $127,197 | $134,290 | FMV | -$7,093 |
| 350 DENTSPLY SIRONA INC | 2016-10 | Donated | 2016-10 | $19,561 | $20,678 | FMV | -$1,117 |
| 2000 PROGRESSIVE CORP | 2016-10 | Donated | 2016-10 | $63,630 | $62,060 | $1,570 | |
| 167 EOG RESOURCES INC | 2016-10 | Donated | 2016-11 | $15,625 | $16,222 | FMV | -$597 |
| 149 EOG RESOURCES INC | 2016-10 | Donated | 2016-11 | $13,874 | $14,474 | FMV | -$600 |
| 784 EOG RESOURCES INC | 2016-10 | Donated | 2016-11 | $73,597 | $76,158 | -$2,561 | |
| 19 US BANCORP | 2016-10 | Donated | 2016-12 | $986 | $834 | FMV | $152 |
| 31 US BANCORP | 2016-10 | Donated | 2016-12 | $1,608 | $1,361 | FMV | $247 |
| 50 MICROSOFT CORP | 2016-10 | Donated | 2016-12 | $3,177 | $2,887 | FMV | $290 |
| 23 PROGRESSIVE CORP | 2016-10 | Donated | 2016-12 | $819 | $714 | FMV | $105 |
| 22 PROGRESSIVE CORP | 2016-10 | Donated | 2016-12 | $782 | $683 | FMV | $99 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 583 COMCAST CORP | $38,134 | $40,256 |
| 825 DISCOVERY COMMUNICATIONS | $22,251 | $22,094 |
| 2703 LIBERTY INTERACTIVE CORP | $53,222 | $54,006 |
| 500 LIBERTY GLOBAL PLC | $15,535 | $14,850 |
| 183 DIAGEO PLC | $20,500 | $19,021 |
| 1450 NESTLE SA | $112,883 | $104,023 |
| 300 UNILEVER NV | $11,922 | $12,318 |
| 300 WAL-MART STORES INC | $20,808 | $20,736 |
| 350 BERKSHIRE HATHAWAY INC | $50,355 | $57,043 |
| 429 PROGRESSIVE CORP | $13,312 | $15,230 |
| 700 US BANCORP | $30,725 | $35,959 |
| 2550 WELLS FARGO & CO | $115,210 | $140,531 |
| 84 DENTSPLY SIRONA INC | $4,963 | $4,849 |
| 992 NOVARTIS AG | $77,822 | $72,257 |
| 252 HENRY SCHEIN INC | $41,106 | $38,231 |
| 500 ZOETIS INC | $25,825 | $26,765 |
| 175 PERRIGO CO PLC | $15,397 | $14,565 |
| 150 WASTE MANAGEMENT INC | $9,417 | $10,637 |
| 150 NIELSEN HOLDINGS PLC | $6,458 | $6,293 |
| 42 ALPHABET INC | $36,351 | $33,283 |
| 183 FLEETCOR TECHNOLOGIES INC | $31,943 | $25,898 |
| 350 MICROSOFT CORP | $20,209 | $21,749 |
| 582 PAYPAL HOLDINGS INC | $23,285 | $22,971 |
| 325 CELANESE CORP | $21,639 | $25,590 |
| 100 PRAXAIR INC | $11,674 | $11,719 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 46890.42 BBH LIMITED DURATION FUND | $475,000 | $475,469 |
| 5584.36 AKRE FOCUS FUND | $140,000 | $142,010 |
| 6012.95 ALPS SERIES TRUST CLARKSTON PARTNERS FUND FOUNDERS | $65,000 | $68,788 |
| 4352.58 LONGLEAF PARTNERS SMALL CAP FUND | $136,323 | $119,652 |
| 13139.69 BBH INTERNATIONAL EQUITY FUND | $190,000 | $183,956 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $24 | DisbursementsCharitablePrpsAmt |
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