FLATLEY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FLATLEY FOUNDATION (EIN 04-2763837)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349100747
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T09:33:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042763837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FLATLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLAT | BusinessNameControlTxt |
| Phone | 7818495100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRAINTREE HILL OFFICE PK 300 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021848754 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL T FLATLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7818495100 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| 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 | $843,519,115 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,761,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,761,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,788,061 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $809,205,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,740,177 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,503 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,503 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $69,555,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,507,196 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,909 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,909 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $299,508 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $298,308 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,181,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,011,449 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $169,568 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,166,389 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $91,389 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,894 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,864 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,896 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,714,717 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,144,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $493,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,765,264 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,765,264 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,479,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,144,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,258,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,075,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,362,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,946,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,514,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,514,896 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $47,983 | AcctRcvblAmt |
| Acct Rcvbl BOY | $47,983 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $47,983 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $47,983 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $60,160,442 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $111,271,761 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $111,362,418 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $248,227,551 | CorporateStockBOYAmt |
| Corporate Stock EOY | $262,384,987 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $333,818,582 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $72,678,216 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $81,817,842 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $78,957,721 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $243,855,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $206,749,272 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $290,607,387 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $210,128 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $210,128 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $658,916,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $690,996,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $843,519,115 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $33,548 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,906 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $33,548 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,906 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $137,499,715 | CapitalStockBOYAmt |
| Capital Stock EOY | $137,499,715 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $521,383,149 | RetainedEarningBOYAmt |
| Retained Earning EOY | $553,458,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $658,882,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $690,957,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $658,916,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $690,996,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $658,882,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,075,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $690,957,963 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $690,957,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SECURITIES | $809,165,655 | $754,435,763 | $54,729,892 | $54,729,892 | |
| LITIGATION SETTLEMENTS | $16,332 | $16,332 | $16,332 | P | |
| CLOUGH HEALTHCARE FUND | $4,029,534 | -$4,029,534 | -$4,029,534 | P | |
| CAPITAL GAINS DIVIDENDS | $23,487 | $23,487 | $23,487 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,740,177 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $894,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $894,639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $894,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,167,532 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,167,532 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,102 | EsPenaltyAmt |
| Overpayment | $271,791 | OverpaymentAmt |
| Applied To ES Tax | $271,791 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FLATLEY FOUNDATION | IndividualWithBooksNm |
| Phone | 7818495100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE FLATLEY COMPANY BRAINTREE MA | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021848754 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J FLATLEY | ||||||||
| 45 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| DANIEL T FLATLEY | ||||||||
| 45 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| MARY MARGARET DARLING | ||||||||
| 45 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLOUGH CAPITAL PARTNERS LP | |||||
| 53 STATE ST | BOSTON | MA | 02110 | INVESTMENT MGMT SVC | $1,703,868 |
| FMC LLC | |||||
| 45 BRAINTREE HILL OFFICE PARK | BRAINTREE | MA | 02184 | INVESTMENT/ACCT/TAX | $1,540,213 |
| ANDERSEN | |||||
| 125 HIGH ST | BOSTON | MA | 02110 | INVESTMENT/TAX | $228,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FLATLEY DISCOVERY LAB IS A BRANCH OF THE FLATLEY FOUNDATION, CREATED TO CARRY OUT CHARITABLE ACTIVITIES OF THE FLATLEY FOUNDATION. THE FLATLEY DISCOVERY LAB CONDUCTS IN-HOUSE RESEARCH FOR THE PURPOSE OF DISCOVERING A CURE FOR CYSTIC FIBROSIS. | Description1Txt |
| Expenses1 | $24,462 | Expenses1Amt |
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 | $798,772,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,111,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $153,037 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $826,037,205 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $826,037,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,390,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $813,646,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,682,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,682,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $894,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $894,639 | TotalTaxAmt |
| Distributable Before Adj | $39,787,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,787,693 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,787,693 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,258,945 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,258,945 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,787,693 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,892,236 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,258,945 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,892,236 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $366,709 | 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 | $39,420,984 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF NOTRE DAME | |||||||||||
| 180 MIDDLESEX ROAD | TYNGSBORO | MA | 01879 | N/A | PC | SCHOLARSHIPS | $100,000 | ||||
| ACEING AUTISM INC | |||||||||||
| 2001 S BARRINGTON AVE | LOS ANGELES | CA | 90025 | N/A | PC | UNRESTRICTED | $1,500,000 | ||||
| AMERICAN IRELAND FUND | |||||||||||
| 10 POST OFFICE SQUARE | BOSTON | MA | 02109 | N/A | PC | CANCER FUND FOR CHILDREN | $100,000 | ||||
| AMERICARES INC | |||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | U.S. & EL SALVADOR CLINICS | $1,000,000 | ||||
| AMERICARES INC | |||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | HURRICANE HELENE | $1,000,000 | ||||
| AMERICARES INC | |||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | U.S. HEALTH COMMUNITY CLINICS | $500,000 | ||||
| ARC OF THE SOUTH SHORE | |||||||||||
| 20 POND PARK ROAD | HINGHAM | MA | 02043 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| ARCHBISHOP WILLIAMS HIGH SCHOOL | |||||||||||
| 40 INDEPENDENCE AVENUE | BRAINTREE | MA | 02184 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| ARCHDIOCESE OF BOSTON | |||||||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | REGINA CLERI RETIREMENT FUND | $25,000 | ||||
| AUSTIN PREPARATORY SCHOOL | |||||||||||
| 101 WILLOW STREET | READING | MA | 01867 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY | |||||||||||
| 41 BERKELEY ST | BOSTON | MA | 02116 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| BETH ISRAEL DEACONESS HOSPITAL | |||||||||||
| 148 CHESTNUT ST | NEEDHAM | MA | 02492 | N/A | PC | SCHOLARSHIP SUPPORT | $200,000 | ||||
| BETHANY HEALTH CARE CENTER | |||||||||||
| 97 BETHANY RD | FRAMINGHAM | MA | 01702 | N/A | PC | UNRESTRICTED | $200,000 | ||||
| BISHOP FENWICK HIGH SCHOOL | |||||||||||
| 99 MARGIN ST | PEABODY | MA | 01960 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| BLESSED SACRAMENT SCHOOL | |||||||||||
| 808 EAST STREET | WALPOLE | MA | 02081 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| BLUEPATH SERVICE DOGS INC | |||||||||||
| 8 COUNTRY CLUB RD | HOPEWELL JUNCTION | NY | 12533 | N/A | PC | UNRESTRICTED | $10,000 | ||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | SCHOLARSHIP SUPPORT | $225,000 | ||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | ARCHIVES BUILDING | $5,000,000 | ||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | URBAN CATHOLIC TEACHERS CORP | $100,000 | ||||
| BOSTON GLOBE FOUNDATION | |||||||||||
| 1 EXCHANGE PLACE | BOSTON | MA | 02109 | N/A | PC | GLOBE SANTA PROGRAM | $50,000 | ||||
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | |||||||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED | $125,000 | ||||
| BOSTON HIGASHI SCHOOL INC | |||||||||||
| 800 NORTH MAIN STREET | RANDOLPH | MA | 02368 | N/A | PC | UNRESTRICTED | $150,000 | ||||
| BOSTON MEDICAL CENTER | |||||||||||
| 801 MASSACHUSETTS AVE | BOSTON | MA | 02118 | N/A | PC | AUTISM PROGRAM | $500,000 | ||||
| BOSTON UNIVERSITY CATHOLIC CENTER | |||||||||||
| 211 BAY STATE ROAD | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED | $75,000 | ||||
| BOYS & GIRLS CLUB OF BOSTON INC | |||||||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | UNRESTRICTED | $125,000 | ||||
| BOYS & GIRLS CLUB OF GREATER NASHUA | |||||||||||
| ONE POSITIVE PLACE | NASHUA | NH | 03060 | N/A | PC | FOOD & NUTRITION PROGRAM | $100,000 | ||||
| BREATH STRONG CF | |||||||||||
| 2667 APPLE ORCHARD ROAD | ATLANTA | GA | 30341 | N/A | PC | UNRESTRICTED | $150,000 | ||||
| BRIDGE OVER TROUBLED WATERS | |||||||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| BRIGHAM & WOMENS HOSPITAL | |||||||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | N/A | PC | BRIDGES TO MOMS PROGRAM | $1,000,000 | ||||
| BRIGHAM & WOMENS HOSPITAL | |||||||||||
| 263 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | BRIDGES TO MOMS PROGRAM | $250,000 | ||||
| BROCKTON HOSPITAL SCHOOL OF NURSING | |||||||||||
| 680 CENTRE ST | BROCKTON | MA | 02302 | N/A | PC | SCHOLARSHIP SUPPORT | $150,000 | ||||
| CARDINAL CUSHING CENTERS | |||||||||||
| 405 WASHINGTON STREET | HANOVER | MA | 02339 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| CARDINAL SPELLMAN HIGH SCHOOL | |||||||||||
| 738 COURT STREET | BROCKTON | MA | 02302 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| CARE USA | |||||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | N/A | PC | CHILDHOOD MOZAMBIQUE | $1,000,000 | ||||
| CARITAS COMMUNITIES | |||||||||||
| 25 BRAINTREE HILL OFFICE PARK | BRAINTREE | MA | 02184 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| CARROLL CENTER FOR THE BLIND INC | |||||||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| CATHEDRAL HIGH SCHOOL | |||||||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 | ||||
| CATHOLIC CHARITIES BOSTON | |||||||||||
| 275 W BROADWAY | SO BOSTON | MA | 02127 | N/A | PC | SUNSET CAMP | $450,000 | ||||
| CATHOLIC MEMORIAL SCHOOL | |||||||||||
| 235 BAKER STREET | WEST ROXBURY | MA | 02132 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| CATHOLIC MEMORIAL SCHOOL | |||||||||||
| 235 BAKER STREET | WEST ROXBURY | MA | 02132 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| CATHOLIC SCHOOLS FOUNDATION | |||||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | N/A | PC | INNER CITY SCHOLARSHIP FUND | $200,000 | ||||
| CATHOLIC TV NETWORK | |||||||||||
| 34 CHESTNUT STREET | WATERTOWN | MA | 02471 | N/A | PC | UNRESTRICTED | $5,000 | ||||
| CATHOLIC UNIVERSITY OF AMERICA | |||||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | N/A | PC | ENDOWED CHAIR OF HISPANIC MINISTRY | $250,000 | ||||
| CATHOLIC UNIVERSITY OF AMERICA | |||||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | N/A | PC | SCHOLARSHIP SUPPORT | $200,000 | ||||
| CHESTERTON ACADEMY | |||||||||||
| 1320 MAINSTREET | HOPKINS | MN | 55343 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 | ||||
| CHILDREN'S ONCOLOGY SERVICES OF MA INC | |||||||||||
| 229 KENT STREET | BROOKLINE | MA | 02446 | N/A | PC | THE BOSTON HOUSE | $300,000 | ||||
| COMPASSIONATE CARE ALS | |||||||||||
| PO BOX 1052 | WEST FALMOUTH | MA | 02574 | N/A | PC | UNRESTRICTED | $385,000 | ||||
| COPS FOR KIDS WITH CANCER INC | |||||||||||
| PO BOX 850956 | BRAINTREE | MA | 02185 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| CRISTO REY BOSTON HIGH SCHOOL | |||||||||||
| 100 SAVIN HILL AVENUE | BOSTON | MA | 02125 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| EDESIAINC | |||||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTON | RI | 02852 | N/A | PC | UNRESTRICTED | $25,000 | ||||
| ELIZABETH SCHICKEL FOUNDATION | |||||||||||
| 20 FERN ST | NATICK | MA | 01760 | N/A | PC | SCHOLARSHIP SUPPORT | $5,000 | ||||
| ELON UNIVERSITY | |||||||||||
| 2615 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | PEER MINISTRY | $100,000 | ||||
| EMMAUS INC | |||||||||||
| PO BOX 568 | HAVERHILL | MA | 01831 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| FATHER BILL'S MAINSPRING INC | |||||||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | N/A | PC | UNRESTRICTED | $125,000 | ||||
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||||||
| PO BOX 17408 | DENVER | CO | 80217 | N/A | PC | UNRESTRICTED | $300,000 | ||||
| FINAL SALUTE INC | |||||||||||
| PO BOX 156 | HAYMARKET | VA | 20168 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| FONTBONNE ACADEMY | |||||||||||
| 930 BROOK ROAD | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| FOUNDATION TO ADVANCE CATHOLIC EDUCATION INC | |||||||||||
| 450 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| FRANCISCAN MISSIONARY SISTERS FOR AFRICA | |||||||||||
| 38 WILEY RD | BELMONT | MA | 02478 | N/A | PC | UNRESTRICTED | $110,000 | ||||
| FUND FOR CATHOLIC SCHOOLS INC | |||||||||||
| 66 BROOKS DRIVE | BOSTON | MA | 02184 | N/A | PC | SCHOLARSHIP SUPPORT | $400,000 | ||||
| GUIDING EYES FOR THE BLIND | |||||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| HEALTH EQUITY INTERNATIONAL | |||||||||||
| 40 GLEN AVENUE | NEWTON | MA | 02459 | N/A | PC | UNRESTRICTED | $350,000 | ||||
| HOLY FAMILY COMMUNICATIONS | |||||||||||
| 6325 SHERIDAN DRIVE | WILLIAMSVILLE | NY | 14221 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| HOMES FOR OUR TROOPS INC | |||||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | N/A | PC | UNRESTRICTED | $500,000 | ||||
| HOOPS AND HOMEWORK INC | |||||||||||
| 56 AGNES DRIVE | FRAMINGHAM | MA | 01702 | N/A | PC | UNRESTRICTED | $150,000 | ||||
| HOSPITALITY HOMES INC | |||||||||||
| PO BOX 15265 | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED | $200,000 | ||||
| HOUSE OF POSSIBILITIES | |||||||||||
| 350 WASHINGTON STREET | EASTON | MA | 02356 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| HYANNIS PUBLIC LIBRARY | |||||||||||
| 401 MAIN STREET | HYANNIS | MA | 02601 | N/A | PC | TEACHING KITCHEN | $150,000 | ||||
| IMMACULATE CONCEPTION PARISH SCHOOL | |||||||||||
| 127 WINTHROP AVENUE | REVERE | MA | 02151 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| INTERFAITH SOCIAL SERVICES INC | |||||||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| IRISH AMERICAN PARTNERSHIP INC | |||||||||||
| 15 BROAD STREET | BOSTON | MA | 02109 | N/A | PC | UNRESTRICTED | $300,000 | ||||
| IRISH PASTORAL CENTRE | |||||||||||
| 512 GALLIVAN BLVD | DORCHESTER | MA | 02124 | N/A | PC | UNRESTRICTED | $200,000 | ||||
| JETT FOUNDATION INC | |||||||||||
| 36 CORDAGE PARK CIRCLE | PLYMOUTH | MA | 02360 | N/A | PC | UNRESTRICTED | $1,000,000 | ||||
| KNIGHTS OF COLUMBUS | |||||||||||
| 216 E DUNSTABLE ROAD | NASHUA | NH | 03062 | N/A | PC | UNRESTRICTED | $1,000 | ||||
| LABOURE COLLEGE | |||||||||||
| 303 ADAMS ST | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 | ||||
| LAWRENCE CATHOLIC ACADEMY | |||||||||||
| 100 PARKER ST | LAWRENCE | MA | 01843 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| LEDGER LEND A HAND FOUNDATION | |||||||||||
| 2 ADAMS PLACE | QUINCY | MA | 02269 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| LITTLE BLUE HEROES FOUNDATION | |||||||||||
| N/A | PC | UNRESTRICTED | $211,764 | 13 OAK VALE | BAILIS DOWNS | CO. MEATH | EI | ||||
| LOWELL CATHOLIC | |||||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| LUCY'S LOVE BUS CHARITABLE TRUST | |||||||||||
| PO BOX 464 | AMESBURY | MA | 01913 | N/A | PC | UNRESTRICTED | $150,000 | ||||
| MA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | N/A | PC | UNRESTRICTED | $25,000 | ||||
| MALDEN CATHOLIC HIGH SCHOOL | |||||||||||
| 99 CRYSTAL STREET | MALDEN | MA | 02148 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| MARIA DROSTE CONSELING SERVICES | |||||||||||
| 1354 HANCOCK STREET | QUINCY | MA | 02169 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| MARINE CORPS SCHOLARSHIP FOUNDATION | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 | ||||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | N/A | PC | PEDIATRIC PULMONARY MEDICINE | $200,000 | ||||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | N/A | PC | CYSTIC FIBROSIS RESEARCH | $110,000 | ||||
| MISSION OF DEEDS | |||||||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| MONTROSE FOUNDATION INC | |||||||||||
| 29 NORTH STREET | MEDFIELD | MA | 02052 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| MOTHER CAROLINE ACADEMY | |||||||||||
| 515 BLUE HILL AVE | DORCHESTER | MA | 02121 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| MOUNT ALVERNIA ACADEMY | |||||||||||
| 20 MANET ROAD | CHESTNUT HILL | MA | 02467 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| MY BROTHER'S KEEPER | |||||||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | UNRESTRICTED | $5,000 | ||||
| MY BROTHER'S KEEPER | |||||||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | DARTMOUTH FACILITY | $100,000 | ||||
| MY BROTHER'S KEEPER | |||||||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | CHRISTMAS PROGRAMS | $200,000 | ||||
| MY BROTHER'S KEEPER | |||||||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | EASTON FACILITY | $100,000 | ||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||
| 101A FIRST AVENUE | WALTHAM | MA | 02451 | N/A | PC | UNRESTRICTED | $75,000 | ||||
| NATIVITY PREPARATORY SCHOOL | |||||||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| NOTRE DAME ACADEMY | |||||||||||
| 1073 MAIN STREET | HINGHAM | MA | 02043 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| NOTRE DAME CRISTO REY HIGH SCHOOL | |||||||||||
| 203 LAWRENCE STREET | METHUEN | MA | 01844 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| NVNA AND HOSPICE | |||||||||||
| 120 LONGWATER DR | NORWELL | MA | 02061 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| OBLATES OF THE VIRGIN MARY | |||||||||||
| 2 IPSWICH STREET | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| OBLATES OF THE VIRGIN MARY | |||||||||||
| 2 IPSWICH STREET | BOSTON | MA | 02215 | N/A | PC | SCHOLARSHIP SUPPORT | $50,000 | ||||
| OUR LADY OF ASSUMPTION SCHOOL | |||||||||||
| 40 GROVE ST | LYNNFIELD | MA | 01940 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| OUR LADY OF PERPETUAL HELP | |||||||||||
| 94 SAINT ALPHONSUS STREET | ROXBURY | MA | 02120 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| PAN MASSACHUSETTS CHALLENGE | |||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | UNRESTRICTED | $297,500 | ||||
| PERKINS SCHOOL FOR THE BLIND | |||||||||||
| 175 NORTH BEACON ST | WATERTOWN | MA | 02472 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| POWER FORWARD INC | |||||||||||
| 3 WEBSTER SQUARE PMB 465 | MARSHFIELD | MA | 02050 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| PROVISION MINISTRY INC | |||||||||||
| 7 THOMAS NEWTON DRIVE | WESTBORO | MA | 01581 | N/A | PC | UNRESTRICTED | $300,000 | ||||
| REGIS COLLEGE | |||||||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | N/A | PC | SCHOLARSHIP SUPPORT | $150,000 | ||||
| RISE ACADEMY | |||||||||||
| 263 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | UNRESTRICTED | $75,000 | ||||
| ROAD TO RESPONSIBILITY | |||||||||||
| 1831 OCEAN STREET | MARSHFIELD | MA | 02050 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| RODMAN RIDE FOR KIDS | |||||||||||
| 10 LINCOLN ROAD | FOXBORO | MA | 02035 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| RON BURTON TRAINING VILLAGE INC | |||||||||||
| 71 HIGH BRIDGE ROAD | HUBBARDSTON | MA | 01452 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| ROSIE'S PLACE | |||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED | $125,000 | ||||
| SACRED HEART SCHOOL | |||||||||||
| 329 BISHOPS HIGHWAY | KINGSTON | MA | 02364 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SACRED HEART STEM SCHOOL | |||||||||||
| 1035 CANTERBURY STREET | ROSLINDALE | MA | 02131 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT AGATHA CHURCH | |||||||||||
| 432 ADAMS STREET | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT ANSELM COLLEGE | |||||||||||
| 100 SAINT ANSELM DRIVE | MANCHESTER | NH | 03102 | N/A | PC | PROFESSIONAL DEVELOPMENT INITIATIVE | $100,000 | ||||
| SAINT BENEDICT ACADEMY | |||||||||||
| 2 PLEASANT STREET SOUTH | NATICK | MA | 01760 | N/A | PC | SCHOLARSHIP SUPPORT | $1,000,000 | ||||
| SAINT BENEDICT ACADEMY | |||||||||||
| 2 PLEASANT STREET SOUTH | NATICK | MA | 01760 | N/A | PC | SCHOLARSHIP SUPPORT | $150,000 | ||||
| SAINT BERNADETTE SCHOOL | |||||||||||
| 266 MAIN STREET | NORTHBOROUGH | MA | 01532 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT BERNARD'S ELEMENTARY SCHOOL | |||||||||||
| 254 SUMMER STREET | FITCHBURG | MA | 01420 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| SAINT CATHERINE OF SIENA SCHOOL | |||||||||||
| 249 NAHANTAN ST | NORWOOD | MA | 02062 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT COLUMBKILLE PARTNERSHIP SCHOOL | |||||||||||
| 25 ARLINGTON STREET | BRIGHTON | MA | 02135 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT FRANCIS HOUSE INC | |||||||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| SAINT JOHN PAUL II HIGH SCHOOL | |||||||||||
| 120 HIGH SCHOOL ROAD | HYANNIS | MA | 02601 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT JOHN'S PREPARATORY SCHOOL | |||||||||||
| 72 SPRING ST | DANVERS | MA | 01923 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT JOSEPH SCHOOL | |||||||||||
| 90 PICKERING ST | NEEDHAM | MA | 02492 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT MARY OF THE ASSUMPTION SCHOOL | |||||||||||
| 67 HARVARD ST | BROOKLINE | MA | 02445 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT MARY OF THE HILLS SCHOOL | |||||||||||
| 250 BROOK ROAD | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT MARY PARISH | |||||||||||
| 133 SCHOOL STREET | WALTHAM | MA | 02451 | N/A | PC | AFTER SCHOOL PROGRAM | $100,000 | ||||
| SAINT MARY'S HIGH SCHOOL | |||||||||||
| 27 BARTLETT STREET | WESTFIELD | MA | 01085 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT MARY'S SCHOOL | |||||||||||
| 35 TREMONT ST | LYNN | MA | 01902 | N/A | PC | MATHEMATICS LAB | $250,000 | ||||
| SAINT MARY'S WOMEN AND CHILDREN'S CENTER INC | |||||||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | N/A | PC | UNRESTRICTED | $25,000 | ||||
| SAINT OSCAR ROMERO PARISH | |||||||||||
| 1860 WASHINGTON STREET | CANTON | MA | 02021 | N/A | PC | YOUTH MINISTRY PROGRAM | $50,000 | ||||
| SAINT PAUL'S CHOIR SCHOOL | |||||||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT PETER SCHOOL | |||||||||||
| 96 CONCORD AVE | CAMBRIDGE | MA | 02138 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT ROCK HAITI FOUNDATION | |||||||||||
| 372 GRANITE AVE | MILTON | MA | 02186 | N/A | PC | UNRESTRICTED | $200,000 | ||||
| SAINT ROCK HAITI FOUNDATION | |||||||||||
| 372 GRANITE AVE | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $40,000 | ||||
| SAINT THERESA OF AVILA SCHOOL | |||||||||||
| 40 SAINT THERESA AVE | WEST ROXBURY | MA | 02132 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT THERESA OF THE CHILD JESUS SCHOOL | |||||||||||
| 192 SUMMER ST | SOMERVILLE | MA | 02143 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SEAL FOUNDATION INC | |||||||||||
| 71 MAIN STREET | LAKEVILLE | MA | 02347 | N/A | PC | SPECIAL EDUCATION SERVICES | $25,000 | ||||
| SISTERS OF SAINT JOSEPH | |||||||||||
| 637 CAMBRIDGE STREET | BRIGHTON | MA | 02135 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| SKI FOR LIGHT INC | |||||||||||
| 1455 WEST LAKE STREET | MINNEAPOLIS | MN | 55408 | N/A | PC | UNRESTRICTED | $75,000 | ||||
| SOUTH SHORE HABITAT FOR HUMANITY | |||||||||||
| 20 MATHEWSON DRIVE | WEYMOUTH | MA | 02189 | N/A | PC | UNRESTRICTED | $200,000 | ||||
| SOUTH SHORE INITIATIVE CORP | |||||||||||
| 75 FINNELL DRIVE | WEYMOUTH | MA | 02188 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| SOUTH SHORE YMCA | |||||||||||
| 79 CODDINGTON STREET | QUINCY | MA | 02169 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| SOUTH SHORE YMCA | |||||||||||
| 79 CODDINGTON STREET | QUINCY | MA | 02169 | N/A | PC | FOOD PANTRY | $50,000 | ||||
| STONEHILL COLLEGE | |||||||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| STONEHILL COLLEGE | |||||||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | N/A | PC | SCHOLARSHIP PROGRAMS | $100,000 | ||||
| TEEN CHALLENGE NEW ENGLAND INC | |||||||||||
| 1311 MAIN STREET | BROCKTON | MA | 02301 | N/A | PC | PROJECT PROPOSAL | $500,000 | ||||
| TEEN CHALLENGE NEW ENGLAND INC | |||||||||||
| 1311 MAIN STREET | BROCKTON | MA | 02301 | N/A | PC | CHRISTMAS BILLBOARDS | $10,000 | ||||
| THAYER ACADEMY | |||||||||||
| 745 WASHINGTON STREET | BRAINTREE | MA | 02184 | N/A | PC | CAMP THAYER | $50,000 | ||||
| THE PLUS COMPANY | |||||||||||
| 19 CHESTNUT STREET | NASHUA | NH | 03060 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| TRIVIUM SCHOOL | |||||||||||
| 471 LANGEN ROAD | LANCASTER | MA | 01523 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| TUFTS MEDICAL CENTER PHYSICIANS | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | N/A | PC | CATHOLIC CHAPLAIN POSITION | $50,000 | ||||
| USA EAST PROVINCE OF THE SOCIETY OF JESUS | |||||||||||
| 39 EAST 83RD STREET | NEW YORK | NY | 10028 | N/A | PC | UNRESTRICTED | $25,000 | ||||
| VENERINI ACADEMY | |||||||||||
| 27 EDWARD STREET | WORCESTER | MA | 01605 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| XAVERIAN BROTHERS HIGH SCHOOL | |||||||||||
| 800 CLAPBOARDTREE ST | WESTWOOD | MA | 02090 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,765,264 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,761,516 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,788,061 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,555,080 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,555,080 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FMC MANAGEMENT FEE | $297,108 | $0 | $297,108 |
| ANDERSEN | $2,400 | $0 | $1,200 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLOUGH CORP BONDS | $75,777,514 | $72,869,962 |
| CORPORATE BONDS | $6,040,328 | $6,087,759 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $8,839,916 | $19,064,170 |
| AMAZON COM INC | $10,007,465 | $26,481,439 |
| BERKSHIRE HATHAWAY INC | $1,017,126 | $2,042,760 |
| IDEXX LABS CORP | $1,499,577 | $2,488,909 |
| VERISK ANALYTICS INC | $5,806,682 | $9,014,684 |
| VISA INC | $6,323,886 | $9,838,589 |
| META PLATFORMS INC | $2,887,028 | $9,489,116 |
| CLOUGH EQUITIES | $226,003,307 | $255,398,915 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $110,628,328 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $110,722,862 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $643,433 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $639,556 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY ADVISOR REAL ESTATE INC | AT COST | $14,687,603 | $13,798,128 |
| ISHARES CORE S&P TOTAL US | AT COST | $18,119,042 | $36,386,301 |
| PROSHARES ULTRA S&P 500 | AT COST | $38,107,066 | $53,156,924 |
| SPDR IND FDS S&P GLOBAL NAT RES | AT COST | $5,775,478 | $7,580,390 |
| VANGUARD INDEX FDS SMALL CAP | AT COST | $5,380,236 | $8,775,756 |
| INVESCO EXH TRADED FD | AT COST | $16,567,593 | $27,665,756 |
| TORTOISE NORTH AMERICAN | AT COST | $240,590 | $594,758 |
| VANGUARD INFORMATION | AT COST | $5,374,503 | $12,953,343 |
| VANGUARD RUSSELL 2000 ETF | AT COST | $45,307,069 | $53,669,681 |
| VANGUARD S&P 500 ETF | AT COST | $54,225,986 | $73,054,962 |
| FIXED INCOME | AT COST | $2,964,106 | $2,971,388 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ELMORE | CategoryTxt |
| Legal Fees | $4,909 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,909 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INT PAID | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $210,128 | EOYBookValueAmt |
| EOYFMV | $210,128 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT & FEES | $1,000 | $0 | $1,000 |
| OFFICE SUPPLIES | $343 | $0 | $343 |
| IT & COMPUTER MAINTENANCE | $17,932 | $0 | $17,932 |
| DUES & SUBSCRIPTIONS | $723 | $0 | $723 |
| INVESTMENT EXPENSE | $41,864 | $41,864 | $0 |
| K-1 NONDEDUCTIBLE EXPENSE | $134 | $0 | $0 |
| PROFESSIONAL FEES | $898 | $0 | $898 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CURRENCY REALIZED LOSS | $253 | $253 | $253 |
| PARTNERSHIP K-1 | $5,250 | $5,250 | $5,250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLOUGH CAPITAL INV MGT FEE | $1,703,868 | $1,703,868 | $0 |
| FMC MANAGEMENT FEE | $1,073,537 | $1,073,537 | $0 |
| ANDERSEN | $225,984 | $225,984 | $0 |
| BRECKINRIDGE | $8,060 | $8,060 | $0 |
| GRANT ADMINISTRATION | $169,568 | $0 | $169,568 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $91,389 | $91,389 | $0 |
| FEDERAL EXCISE | $1,075,000 | $0 | $0 |
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