NORDBLOM FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NORDBLOM FAMILY FOUNDATION (EIN 04-3491328)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349101838
- Schema version
- 2015v2.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T11:51:01-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204071715 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTELETTI DESROCHERS & FUERST PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 NEW ENGLAND EXEC PK STE 240 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043491328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORDBLOM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORD | BusinessNameControlTxt |
| Phone | 7812724000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 THIRD AVENUE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M LEE NORDBLOM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812724000 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R DESROCHERS CPA | PreparerPersonNm |
| PTIN | P00447691 | PTIN |
| Phone | 7813283200 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,255,216 | 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 | $770,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $770,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$349,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,700,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,531 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $420,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $822,148 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,417 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,417 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,295 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,295 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $296,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $256,890 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,081 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,811 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73,986 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,708 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $484,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $382,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,501 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,353,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,353,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,837,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $382,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,454,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,416,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $439,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,595 | CashBOYAmt |
| Cash EOY | $142,479 | CashEOYAmt |
| Cash EOYFMV | $142,479 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $791,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,138 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,442,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,121,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,076,245 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $24,500,770 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,906,166 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,866,354 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,742,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,340,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,255,216 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $15,213 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,213 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $42,742,138 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,325,552 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,742,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,325,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,742,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,340,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,742,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,416,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,325,552 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,325,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 9,302.326SHS VANGUARD TAL BOND MKT INDEX INST | P | 2016-09-25 | $100,000 | $100,032 | -$32 | -$32 |
| 74,142.725SHS VANGUARD TAL BOND MKT INDEX INST | P | 2016-10-28 | $800,000 | $797,292 | $2,708 | $2,708 |
| 11,352.886SHS TOTAL STOCK MKT IDX INST | P | 2016-06-15 | $600,000 | $557,008 | $42,992 | $42,992 |
| 3,955.696SHS TOTAL STOCK MKT IDX INST | P | 2016-10-12 | $200,000 | $194,137 | $5,863 | $5,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,531 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,050,629 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,552,418 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032275 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,225 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,782,822 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000800 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $167,984 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $167,339 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053783 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $161,408 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061955 | DistributionYr5Rt |
| Total Distribution | 0.148813 | TotalDistributionRt |
| Average Distribution | 0.029763 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,064,329 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,192,435 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,395 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,196,830 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,454,696 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,240 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $30,240 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,845 | OverpaymentAmt |
| Applied To ES Tax | $25,845 | 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 | NORDBLOM COMPANY | IndividualWithBooksNm |
| Phone | 7812724000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 THIRD AVENUE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PETER C NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT W NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE N DODGE | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| M LEE NORDBLOM | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 25.00 | $54,417 | $0 | $0 |
| CAROLYN C LOS | |||||||||
| C/O NORDBLOM COMPANY 71 THIRD | AVENUE | BURLINGTON | MA | 01803 | TRUSTEE | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING | ServiceTypeTxt |
| Compensation | $100,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,813,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $555,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,305,307 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,674,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,674,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $610,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,064,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,003,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,003,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,395 | TotalTaxAmt |
| Distributable Before Adj | $1,998,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,998,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,998,821 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,454,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,454,696 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,395 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,450,301 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,998,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $693,674 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,454,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $693,674 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $761,022 | 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 | $1,237,799 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATED EARLY CARE AND EDUCATION DBA NURTURY | ||||||
| 95 BERKELEY ST SUITE 306 | BOSTON | MA | 02116 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||
| 50 CONGRESS ST SUITE 730 | BOSTON | MA | 02109 | PUBLIC CHARITY | CHARITABLE | $51,000 |
| BREAKTHROUGH GREATER BOSTON | ||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | PUBLIC CHARITY | CHARITABLE | $30,000 |
| BROOKVIEW HOUSE INC | ||||||
| 2 BROOKVIEW ST | DORCHESTER | MA | 02124 | PUBLIC CHARITY | CHARITABLE | $15,000 |
| CROSSROADS FOR KIDS | ||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | PUBLIC CHARITY | CHARITABLE | $65,000 |
| FAMILIES FIRST PARENTING PROGRAMS INC | ||||||
| P99 BISHOF ALLEN DR 3RD FLOOR | CAMBRIDGE | MA | 02139 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| HOUSING FAMILIES INC | ||||||
| 354 CROSS ST | MALDEN | MA | 02148 | PUBLIC CHARITY | CHARITABLE | $15,000 |
| JULIE'S FAMILY LEARNING PROGRAM INC | ||||||
| 133 FORCHESTER ST | SHOUTH BOSTON | MA | 02127 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 100 CAMBRIDGE STREET STE 1310 | BOSTON | MA | 02114 | PUBLIC CHARITY | CHARITABLE | $275,000 |
| MORE THAN WORDS INC | ||||||
| 376 MOODY ST | WALTHAM | MA | 02453 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| MUSEUM OF SCIENCE - HALL OF HUMAN LIFE | ||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| PARENTING JOURNEY | ||||||
| 366 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | PUBLIC CHARITY | CHARITABLE | $26,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| 152 TREMONT STREET | ROXBURY | MA | 02120 | PUBLIC CHARITY | CHARITABLE | $45,000 |
| RAISING A READER | ||||||
| 9B HAMILTON PLACE 3RD FLOOR | BOSTON | MA | 02108 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| RAW ART WORKS | ||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| ST MARY'S CENTER FOR WOMEN & CHILDREN | ||||||
| 90 CUSHING AVE | DORCHESTER | MA | 02125 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| THE CONSERVATION PROJECT INC | ||||||
| 20 UNIVERSITY ROAD 7TH FLOOR | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | CHARITABLE | $100,000 |
| THE FOOD PROJECT | ||||||
| 119 MYRTLE ST | DUXBURY | MA | 01773 | PUBLIC CHARITY | CHARITABLE | $20,000 |
| WGBH EDUCATIONAL FOUNDATION | ||||||
| ONE GUEST ST | BOSTON | MA | 02135 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| YEAR UP INC | ||||||
| 93 SUMMER STREET FLOOR 5 | BOSTON | MA | 02110 | PUBLIC CHARITY | CHARITABLE | $20,000 |
| BETHAL INSTITUTE FOR SOCIAL JUSTICE | ||||||
| 40 WALK HILL STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | CHARITABLE | $16,000 |
| THE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION | ||||||
| 445 WARREN STREET | DORCHESTER | MA | 02121 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| CARE DIMENSIONS | ||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| CHILDREN'S TRUST INC | ||||||
| 55 COURT STREET 4TH FLOOR | BOSTON | MA | 02108 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| MSPCA - ANGELL | ||||||
| 350 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | PUBLIC CHARITY | CHARITABLE | $20,000 |
| ROCA INC | ||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| SOUTH BOSTON NEIGHBORHOOD HOUSE | ||||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| THE PARENT-CHILD HOME PROGRAM | ||||||
| 1415 KELLUM PLACE SUITE 101 | GARDEN CITY | NY | 11530 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| APPALACHIAN MOUNTAIN CLUB | ||||||
| 5 JOY STREET | BOSTON | MA | 02108 | PUBLIC CHARITY | CHARITABLE | $15,000 |
| BIRCH ROCK CAMP | ||||||
| 30 BELLEVUE AVENUE | SOUTH PORTLAND | ME | 04106 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CAMPHILL VILLAGE | ||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| GRANITE STATE UNITED WAY | ||||||
| 258 HIGHLAND STREET | PLYMOUTH | NH | 03264 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| GREENFIELD COMMUNITY COLLEGE FOUNDATION | ||||||
| 70 MAIN STREET | GREENFIELD | MA | 01301 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| IAHPC | ||||||
| 5535 MEMORIAL DRIVE STE F-PMB 509 | HOUSTON | TX | 77007 | PUBLIC CHARITY | CHARITABLE | $49,995 |
| INSTITUTE OF REAL ESTATE MANAGEMENT FOUNDATION | ||||||
| 430 N MICHIGAN AVE | CHICAGO | IL | 60611 | PUBLIC CHARITY | CHARITABLE | $15,000 |
| PEMI YOUTH CENTER | ||||||
| 111 MAIN STREET | PLYMOUTH | NH | 03264 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PEMI - BAKER COMMUNITY HEALTH | ||||||
| 101 BOULDER POINT DRIVE SUITE 3 | PLYMOUTH | MA | 03264 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| THE CABOT PERFORMING ARTS CENTER | ||||||
| 286 CABOT STREET | BEVERLY | MA | 01915 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| THE DOUG FLUTIE JR FOUNDATION FOR AUTISM | ||||||
| PO BOX 2157 | FRAMINGHAM | MA | 01705 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| DADA-FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | PUBLIC CHARITY | CHARITABLE | $100 |
| CATHOLIC CHARITIES | ||||||
| 10 HAMMOND STREET | WORCESTER | MA | 01610 | PUBLIC CHARITY | CHARITABLE | $500 |
| CENTRAL CATHOLIC HS | ||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CYSTIC FIBROSIS | ||||||
| 6931 ARLINGTON ROAD | BETHESDA | MA | 20814 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| HARLEM LACROSSE AND LEADERSHIP | ||||||
| PO BOX 708 | NEW YORK | NY | 10030 | PUBLIC CHARITY | CHARITABLE | $600 |
| HOLY SPIRIT GREEK ORTHODOX | ||||||
| 835 SOUTH AVE | ROCHESTER | NY | 14620 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES | ||||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SCARBOROUGH LAND CONSERVATION TRUST | ||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| THE CIRCLE PROGRAM | ||||||
| PO BOX 815 - 85 MAIN STREET | PLYMOUTH | MA | 03264 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRIENDS OF THE CHILDREN - BOSTON | ||||||
| 555 AMORY STREET | BOSTON | MA | 02130 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,353,195 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $770,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$349,820 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $420,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $420,797 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $27,000 | Amt |
| Net Investment Income | $27,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|
| VANGUARD - TOTAL BOND MKT INDEX INST | PURCHASED | $0 | $918 |
| VANGUARD - TOTAL BOND MKT INDEX INST | PURCHASED | $0 | $4,880 |
| SSGA REAL ASSET NON-LENDING COMMON TRUST FUND | PURCHASED | $0 | -$378,136 |
| SSGA REAL ASSET NON-LENDING COMMON TRUST FUND | PURCHASED | $0 | -$241,478 |
| FARALLON CAPITAL | PURCHASED | $0 | $52,279 |
| FARALLON CAPITAL | PURCHASED | $0 | $19,209 |
| LONE JUPITER | PURCHASED | $0 | $16,312 |
| LONE JUPITER | PURCHASED | $0 | $83,264 |
| FPA CRESCENT FUND | PURCHASED | $0 | $41,401 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $17,121,982 | EOYBookValueAmt |
| EOYFMV | $16,076,245 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INTEREST | AT COST | $11,474,063 | $10,937,238 |
| DOMESTIC BONDS | AT COST | $5,821,069 | $5,759,848 |
| MUTUAL FUNDS | AT COST | $6,611,034 | $6,169,268 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,295 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,295 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL ORGANIZATIONS | $1,500 | $0 | $0 | $1,500 |
| TELEPHONE | $763 | $0 | $0 | $763 |
| SUBSCRIPTIONS | $81 | $0 | $0 | $81 |
| OFFICE SUPPLIES | $1,539 | $770 | $0 | $769 |
| GENERAL ADMINISTRATIVE | $95 | $48 | $0 | $47 |
| PRINTING/PHOTOGRAPHY | $551 | $0 | $0 | $551 |
| BANK/PAYROLL FEES | $1,995 | $998 | $0 | $997 |
| LOSS FROM PARTNERSHIP PASSTHROUGHS | $72,170 | $72,170 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $256,890 | $256,890 | $0 | $0 |
| GMA FEES | $40,081 | $0 | $0 | $40,081 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MA STATE TAXES | $595 | $595 | $0 | $0 |
| FEDERAL TAXES | $17,871 | $17,871 | $0 | $0 |
| FOREIGN TAXES | $6,345 | $6,345 | $0 | $0 |
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