NANCY-CARROLL DRAPER CHARITABLE FOUNDATION UA 03-12-93: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NANCY-CARROLL DRAPER CHARITABLE FOUNDATION UA 03-12-93 (EIN 04-6726873)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349100442
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T10:01:39-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041309690 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55806 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022055806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046726873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY-CARROLL DRAPER CHAR FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRAP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55806 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022055806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE CARLSTROM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN AVILA | PreparerPersonNm |
| PTIN | P00644833 | PTIN |
| Phone | 6174825270 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,941,465 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $376,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $379,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $646,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,928,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $646,441 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,023,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,025,715 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,575 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $158,175 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $84,645 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $42,322 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $42,322 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $113,287 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,287 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,084 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,585 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $208 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,585 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $389,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $202,082 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,130,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,130,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,519,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,332,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$496,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $846,239 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,509,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,115,188 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,115,188 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $914,728 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $639,458 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $622,005 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,844,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,316,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,315,207 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $666,988 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $514,759 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $482,061 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,505,683 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,358,221 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,407,004 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,440,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,944,044 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,941,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,440,735 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,944,044 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,440,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,944,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,440,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,944,044 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,440,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$496,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,944,045 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,944,044 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 55613.518 ARISTOTLE INTERNATIONAL EQUITY FD - I-2 | 2024-12-11 | $799,166 | $742,835 | $56,331 | $56,331 | ||
| 30000. BANK 0F MONTREAL SER E DTD 2/5/2019 3.3000% 2/5/2024 | 2024-02-05 | $30,000 | $30,000 | 2019-05-29 | |||
| 35000. COMCAST CORP DTD 10/5/2018 3.7000% 4/15/2024 | 2024-04-15 | $35,000 | $34,998 | $2 | $2 | 2018-10-02 | |
| 45503.756 SEAFARER OVERSEAS GROWTH & INC FD | 2024-11-06 | $567,887 | $648,108 | -$80,221 | -$80,221 | ||
| 35000. GOLDMAN SACHS GROUP INC DTD 9/29/2017 3.2720% 9/29/2025 | 2024-09-30 | $35,000 | $34,973 | $27 | $27 | ||
| 7540.658 GOLDMAN SACHS SMALL CAP EQ INSIGHTS FD | 2024-11-06 | $251,933 | $264,375 | -$12,442 | -$12,442 | 2021-03-16 | |
| 6605. INVESCO S&P 500 EQUAL WEIGHT | 2024-11-06 | $1,208,945 | $940,976 | $267,969 | $267,969 | ||
| 9100. ISHARES MSCI EAFE INDEX FUND | 2024-12-10 | $721,842 | $488,446 | $233,396 | $233,396 | ||
| 9830. ISHARES CORE MSCI EAFE ETF | 2024-12-10 | $726,521 | $648,615 | $77,906 | $77,906 | 2023-07-07 | |
| 251.805 NEUBERGER BERMAN INT'L EQUITY INST'L | 2024-12-11 | $3,447 | $3,054 | $393 | $393 | ||
| 56354.235 NEUBERGER BERMAN INT'L EQUITY INST'L | 2024-12-11 | $771,489 | $786,470 | -$14,981 | -$14,981 | ||
| 15000. ROCKWELL COLLINS INC DTD 4/10/2017 3.2000% 3/15/2024 | 2024-03-15 | $15,000 | $14,957 | $43 | $43 | 2017-03-28 | |
| 13470. SCHWAB US DVD EQUITY ETF | 2024-11-06 | $391,831 | $326,242 | $65,589 | $65,589 | 2023-12-08 | |
| 399. SONY CORP ADR (NEW) | 2024-12-24 | $8,423 | $8,725 | -$302 | -$302 | 2024-12-17 | |
| 65000. U S TREAS NOTES DTD 2/15/2014 2.7500% 2/15/2024 | 2024-02-15 | $65,000 | $64,964 | $36 | $36 | ||
| 65000. U S TREAS NOTES DTD 8/15/2014 2.3750% 8/15/2024 | 2024-08-15 | $65,000 | $64,786 | $214 | $214 | ||
| 40000. U S TREAS NOTES DTD 11/15/2014 2.2500% 11/15/2024 | 2024-11-15 | $40,000 | $39,825 | $175 | $175 | ||
| 55000. U S TREAS NOTES DTD 5/15/2014 2.5000% 5/15/2024 | 2024-05-15 | $55,000 | $55,000 | ||||
| 50000. U S TREAS NOTES DTD 7/31/2019 1.7500% 7/31/2024 | 2024-07-31 | $50,000 | $50,000 | ||||
| 35000. WELLTOWER INC DTD 2/15/2019 3.6250% 3/15/2024 | 2024-03-15 | $35,000 | $34,897 | $103 | $103 | ||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,203 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $646,441 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,763 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,763 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,763 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,255 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,755 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,992 | OverpaymentAmt |
| Applied To ES Tax | $5,992 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174825270 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| COLIN MARSHALL | ||||||
| C/O FTC PO BOX 55806 | BOSTON | MA | 02109 | Trustee | 1 | $58,583 |
| THOMAS E PECKHAM | ||||||
| C/O FTC PO BOX 55806 | BOSTON | MA | 02109 | Trustee | 1 | $58,583 |
| LOUISA K BLODGETT | ||||||
| C/O FTC PO BOX 55806 | BOSTON | MA | 02109 | Trustee | 1 | $58,584 |
| CHRISTINE E CARLSTROM | ||||||
| C/O FTC PO BOX 55806 | BOSTON | MA | 02109 | Trustee | 10 | $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 |
|---|---|---|---|---|---|
| FIDUCIARY TRUST CO | |||||
| PO BOX 55806 | BOSTON | MA | 022055806 | INVESTMENT ADVISORY | $113,287 |
| GOODWIN PROCTER LLP | |||||
| 100 NORTHERN AVE | BOSTON | MA | 02210 | LEGAL SERVICES | $84,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,500,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,011,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,511,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,511,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,248,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $862,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $862,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,763 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,763 | TotalTaxAmt |
| Distributable Before Adj | $850,666 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $850,666 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $850,666 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,332,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,332,362 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $850,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $367,353 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $134,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $127,088 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $346,345 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $975,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,332,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $850,666 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $481,696 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,456,907 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $367,353 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,089,554 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $134,425 | ExcessFromYear4Amt |
| Excess From Year3 | $127,088 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $346,345 | ExcessFromYear1Amt |
| Excess From Current Year | $481,696 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINE E CARLSTROM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FTC PO BOX 55806 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022055806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175701265 | RecipientPhoneNum |
| Form And Info And Materials | Written requests only | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No submission deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | Charitable organizations concerned with environmental and conservation causes or the welfare and preservation of animals, including disease research. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING FUND | $300,000 |
| FRIENDS OF A LEGACY (FOAL) | |||||||
| PO BOX 1043 | CODY | WY | 82414 | NONE | PC | FRIENDS OF A LEGACY | $30,000 |
| THE ANNE K TAYLOR FUND | |||||||
| 2724 ARVIN ROAD | BILLINGS | MT | 59102 | NONE | PC | GENERAL OPERATING FUND | $25,000 |
| THE NATURE CONSERVANCY IN WYOMING | |||||||
| 258 MAIN STREET | LANDER | WY | 82520 | NONE | PC | GENERAL PURPOSES | $250,000 |
| DRAPER NATURAL HISTORY MUSEUM | |||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | NONE | PC | GENERAL PURPOSES | $471,748 |
| BIG LIFE FOUNDATION USA | |||||||
| 1715 N HERON DRIVE | RIDGEFIELD | WA | 98462 | NONE | PC | GENERAL PURPOSES | $30,000 |
| WILD ANIMAL HEALTH FUND | |||||||
| 370 ZOO PKWY | JACKSONVILLE | FL | 32218 | NONE | PC | GENERAL PURPOSES | $10,000 |
| TETON RAPTOR CENTER | |||||||
| PO BOX 1805 | Wilson | WY | 83014 | NONE | PC | GENERAL PURPOSES | $6,032 |
| WILD WELFARE US | |||||||
| 1150 ALLSTON ST | Houston | TX | 77008 | NONE | PC | GENERAL PURPOSES | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,130,280 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $646,443 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,023,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,023,071 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $514,759 | EOYBookValueAmt |
| EOYFMV | $482,061 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $8,316,418 | EOYBookValueAmt |
| EOYFMV | $12,315,207 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $639,458 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $622,005 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,358,221 | BookValueAmt |
| EOYFMV | $3,407,004 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER, LLP | CategoryTxt |
| Legal Fees | $84,645 | LegalFeesAmt |
| Net Investment Income | $42,322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,322 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $125 | $0 | $125 |
| TAX PREP FEE | $1,460 | $0 | $1,460 |
| PORTFOLIO DEDUCTION K-1 | $208 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FTC - INVESTMENT MANAGEMENT FE | CategoryTxt |
| Amt | $113,287 | Amt |
| Net Investment Income | $113,287 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | AmtAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $6,084 | $0 | |
| INV INCOME EXCISE TAX | $0 | $0 | $10,500 |
| FEDERAL ESTIMATED TAX PAYMENTS | $0 | $0 | $3,714 |
Comments