MATTINA R PROCTOR FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MATTINA R PROCTOR FOUNDATION (EIN 11-1067014)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349100231
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- 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 | 2016-05-16T08:44:04-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042232383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | 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 | 111067014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA R PROCTOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BROUDE & HOCHBERG LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 6177485100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST NO 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY D HUTCHINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177485100 | PhoneNum |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER E KLINE | PreparerPersonNm |
| PTIN | P01432534 | PTIN |
| Phone | 6177485100 | PhoneNum |
| Preparation | 2016-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,836,836 | 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 | $463,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $575,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,160 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $432,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $467,432 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,728 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,864 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,864 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,333 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,268 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,818 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $71,699 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,287 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,313 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,739 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $268,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,722 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,468 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $713,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $713,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $982,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,722 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $833,968 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$549,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $353,710 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $196,305 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $509,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,895,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,874,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,637,696 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $22,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,623,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,073,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,836,836 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,354,922 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,067,384 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $268,273 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,384 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,623,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,073,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,623,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,073,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,623,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$549,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,073,768 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,073,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALBEMARLE CORP, 240.150 SHS | P | 2015-01-13 | 2015-08-04 | $12,860 | $14,341 | -$1,481 | -$1,481 |
| CAPITAL ONE BANK USA NA CD | P | 2015-02-02 | 2015-03-27 | $50,000 | $50,295 | -$295 | -$295 |
| DISCOVER BANK CD | P | 2015-12-01 | 2015-12-18 | $27,000 | $27,000 | $0 | $0 |
| GE CAPITAL BANK CD | P | 2015-01-21 | 2015-03-13 | $7,000 | $7,002 | -$2 | -$2 |
| GOLDMAN SACHS BANK CD | P | 2015-11-03 | 2015-12-31 | $20,000 | $20,117 | -$117 | -$117 |
| GOLDMAN SACHS BANK CD | P | 2015-11-03 | 2015-12-28 | $20,000 | $20,015 | -$15 | -$15 |
| SECURITY FINANCIAL BANK CD | P | 2015-03-04 | 2015-03-16 | $20,000 | $20,004 | -$4 | -$4 |
| SOUTH32 LTD ADR SPONSORED, 1000 SHS | P | 2015-05-29 | 2015-08-04 | $6,260 | $9,000 | -$2,740 | -$2,740 |
| STERLINGS SAVINGS BANK CD | P | 2015-01-21 | 2015-03-13 | $10,000 | $10,000 | $0 | $0 |
| APPLE BANK FOR SAVINGS CD | P | 2015-08-05 | 2015-08-25 | $38,956 | $39,000 | -$44 | -$44 |
| BANK OF BARODA CD | P | 2015-04-14 | 2015-06-23 | $6,000 | $5,998 | $2 | $2 |
| BANK OF INDIA CD | P | 2015-07-22 | 2015-08-25 | $7,960 | $7,998 | -$38 | -$38 |
| BANK OF INDIA CD | P | 2015-07-22 | 2015-09-23 | $10,000 | $9,997 | $3 | $3 |
| MERCHANTS BANK INDIANA CD | P | 2015-06-01 | 2015-06-29 | $22,000 | $21,998 | $2 | $2 |
| SANTANDER BANK NA CD | P | 2015-05-01 | 2015-06-17 | $35,000 | $34,998 | $2 | $2 |
| SYNCHRONY BANK CD | P | 2015-01-21 | 2015-03-13 | $15,000 | $14,998 | $2 | $2 |
| ROCKWOOD HOLDINGS INC, 500.000 SHS | P | 2011-06-27 | 2015-01-13 | $39,666 | $25,060 | $14,606 | $14,606 |
| BP PRUDHOE BAY ROYALTY TRUST, 1000 SHS | P | 2006-08-11 | 2015-08-04 | $52,469 | $75,980 | -$23,511 | -$23,511 |
| CHEMOURS CO, 2000 SHS | P | 2015-08-04 | $20,123 | $21,163 | -$1,040 | -$1,040 | |
| FREEPORT-MCMORAN INC, 4000 SHS | P | 2007-04-25 | 2015-04-13 | $73,257 | $139,040 | -$65,783 | -$65,783 |
| NATIONAL GRID PLC SPON ADR, 1000 SHS | P | 2010-10-21 | 2015-08-04 | $66,736 | $46,566 | $20,170 | $20,170 |
| CAPITAL GAINS DIVIDENDS | P | $14,798 | $14,798 | $14,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$45,485 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $837,021 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,121,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $759,121 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,092,660 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053866 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $690,370 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,936,336 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053367 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $697,863 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,692,024 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054984 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $547,281 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,712,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046728 | DistributionYr5Rt |
| Total Distribution | 0.264298 | TotalDistributionRt |
| Average Distribution | 0.052860 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,057,360 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $743,072 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,537 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $746,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $833,968 | 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 | $3,537 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,537 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,464 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,464 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,927 | OverpaymentAmt |
| Applied To ES Tax | $8,927 | 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 | JEFFREY D HUTCHINS TRUSTEE | IndividualWithBooksNm |
| Phone | 6177485100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101921 | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY D HUTCHINS | ||||||||
| 75 FEDERAL STREET SUITE 1300 | BOSTON | MA | 02110 | TRUSTEE | 10.00 | $45,864 | $0 | $0 |
| WILLIAM I HOCHBERG | ||||||||
| 1900 AVENUE OF THE STARS 21ST FLOOR | LOS ANGELES | CA | 90067 | TRUSTEE | 10.00 | $45,864 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BROUDE & HOCHBERG LLP | |||||
| 75 FEDERAL ST STE 1300 | BOSTON | MA | 02110 | GRANT ADMINISTRATION | $71,699 |
| BROUDE & HOCHBERG LLP | |||||
| 75 FEDERAL ST STE 1300 | BOSTON | MA | 02110 | TRUST ADMINISTRATION | $40,119 |
| 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 | $13,979,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,271,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,271,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $214,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,057,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $702,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $702,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,537 | TotalTaxAmt |
| Distributable Before Adj | $699,331 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $699,331 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $699,331 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $833,968 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $833,968 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,537 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $830,431 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $699,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $264,688 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $833,968 | QualifyingDistributionsAmt |
| Applied To Year1 | $264,688 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $569,280 | 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 | $130,051 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY D HUTCHINS TRUSTEE CO BROUD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177485100 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ACCEPTED FROM PUBLIC CHARITIES. APPLICATIONS SHOULD BE BY LETTER, AND CONTAIN A DESCRIPTION OF THE APPLICANT ORGANIZATION, PURPOSE AND BUDGET OF GRANT SOLICITED, AND PROOF OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPTION RESOURCES OF CJP | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITY | GENERAL | $4,000 |
| ALBANY MUSIC FOUNDATION | |||||||
| 915 BROADWAY | ALBANY | NY | 12207 | N/A | PUBLIC CHARITY | MUSICAL RECORDING OF THE TEMPEST BY JOSEPH SUMMER | $100,000 |
| AMERICAN RED CROSS OF MAINE | |||||||
| 2401 CONGRESS STREET | PORTLAND | ME | 04102 | N/A | PUBLIC CHARITY | SUPPORT FOR NEW BLOODMOBILE FOR MAINE | $20,000 |
| ARTS LEARNING | |||||||
| 12 HIGHLAND STREET | NATICK | MA | 01760 | N/A | PUBLIC CHARITY | SCHOOL LEADERS FOR ARTS EDUCATION PROGRAM | $10,000 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | SUPPORT FOR HEARING LOSS AWARENESS/PREVENTION FOR MUSICIANS | $12,500 |
| BOSTON CONSERVATORY | |||||||
| 8 THE FENWAY | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | SUPPORT FOR 132 IPSWICH STREET PROJECT, INSTALLMENT #2 OF 4 | $12,500 |
| BOSTON LYRIC OPERA | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | GENERAL | $25,000 |
| BOSTON MEDICAL CENTER | |||||||
| 801 MASSACHUSETTS AVE 1ST FL | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | SUPPORT FOR MUSIC THERAPIST POSITION | $5,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRAS | |||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | SUPPORT FOR PERFORMANCE OF VERDI'S UN BALLO IN MASCHERA | $10,000 |
| CAMDEN AREA MEALS-ON-WHEELS | |||||||
| 39 SUMMER STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | SUPPORT FOR KITCHEN RENOVATION | $2,500 |
| CHRIST CHURCH HAMILTON MA | |||||||
| 149 ASBURY STREET | SOUTH HAMILTON | MA | 01982 | N/A | PUBLIC CHARITY | RESTORATION OF THE CHURCH'S MEDIEVAL STAINED GLASS WINDOWS | $15,000 |
| COTTING SCHOOL | |||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | N/A | PUBLIC CHARITY | FOR THE PURCHASE OF ORFF XYLOPHONES FOR THE SCHOOL'S MUSIC PROGRAM | $2,500 |
| CREATIVE COMMUNITY FOR PEACE | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| CULTURES IN HARMONY (ANIM) | |||||||
| 6496 N TUXEDO STREET | INDIANAPOLIS | IN | 46220 | N/A | PUBLIC CHARITY | MUSIC IN AFGHANISTAN | $5,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | N/A | PUBLIC CHARITY | SUPPORT FOR DANA-FARBER'S CREATIVE ARTS PROGRAM AND MOBILE MUSIC STUDIO | $10,000 |
| DOWNEAST SCENIC RAILROAD | |||||||
| PO BOX 1041 | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | SUPPORT FOR EDUCATIONAL TRAIN EXCURSION AND HISTORY PROGRAM FOR SCHOOL STUDENTS | $2,500 |
| EARLY MUSIC FOUNDATION NEW YORK | |||||||
| 10 WEST 68TH STREET | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | OCTOBER 2015 PERFORMANCE OF 18TH CENTURY SPANISH AND LATIN AMERICAN REPERTOIRE | $10,000 |
| EIGHT LIGHTS INC | |||||||
| 5 BESSOM STREET | MARBLEHEAD | MA | 01945 | N/A | PUBLIC CHARITY | GENERAL CAPITAL CAMPAIGN | $4,000 |
| EMMANUEL MUSIC | |||||||
| 15 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | SUPPORT FOR THE HARBISON CANTATA COMMISSION IN MEMORY OF CRAIG SMITH | $10,000 |
| FARNSWORTH ART MUSEUM | |||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $20,000 |
| FOUNDATION FOR MODERN OPERA | |||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PRIVATE FOUNDATION | 2015 SHAKESPEARE CONCERT AT JORDAN HALL AND CONCOMITANT RECORDINGS | $39,000 |
| FRACTURED ATLAS (CUATRO PUNTOS) | |||||||
| 82 BRITTANY FARMS ROAD 135 | NEW BRITAIN | CT | 06053 | N/A | PUBLIC CHARITY | EXPANSION OF THE CUATRO PUNTOS EDUCATIONAL CURRICULUM, "LIFE WITHOUT MUSIC" TO THE BOSTON PUBLIC SCHOOLS | $6,000 |
| GODDARD HOUSE | |||||||
| 165 CHESTNUT STREET | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | SUPPORT FOR THERAPEUTIC ORGANIC FARMING PROGRAM FOR FRAIL OLDER ADULTS AND INDIVIDUALS WITH ALZHEIMER'S DISEASE | $2,500 |
| HANDEL AND HAYDN SOCIETY | |||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | UNDERWRITING OF SARAH COBURN'S APPEARANCE IN MENDELSSOHN'S ELIJAH, AND RECORDING OF HAYDN'S THE CREATION | $20,000 |
| HOME AWAY BOSTON INC | |||||||
| 250 FIRST AVENUE 321 | BOSTON | MA | 02129 | N/A | PUBLIC CHARITY | PROVIDE HOUSING FOR ONE YEAR TO A PATIENT AND HIS OR HER FAMILY DURING TREATMENT IN THE PEDIATRIC HEMATOLOGY-ONCOLOGY PROGRAM AT MASSGENERAL HOSPITAL FOR CHILDREN | $48,500 |
| LIFEFLIGHT FOUNDATION | |||||||
| PO BOX 899 | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | PURCHASE OF MEDICAL EQUIPMENT TO RETROFIT NEW AIRCRAFT | $7,500 |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | N/A | PUBLIC CHARITY | SUPPORT FOR YOUTH AGRICULTURAL PROGRAMMING AT ERICKSON FIELDS PRESERVE IN ROCKPORT, MAINE | $5,000 |
| MAINE MEDIA WORKSHOPS & COLLEGE | |||||||
| PO BOX 200 | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | GENERAL | $25,000 |
| MANOMET CENTER FOR CONSERVATION SCIENCES | |||||||
| PO BOX 98 | CASCO | ME | 04015 | N/A | PUBLIC CHARITY | STRENGTHENING NETWORK-WIDE COMMUNICATION AND CONSERVATION OF THE WESTERN HEMISPHERE SHOREBIRD RESERVE NETWORK PROGRAM | $5,000 |
| MERCY HEALTHCARE FOUNDATION | |||||||
| MERCY HOSPITAL 144 STATE STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | FIVE-YEAR PLEDGE TO THE MATTINA R. PROCTOR DIABETES CENTER FOR OUTREACH AND FOR RELOCATION TO FORE RIVER CAMPUS, INSTALLMENT #1 OF 5 | $50,000 |
| MUSICARES | |||||||
| 3030 OLYMPIC BOULEVARD | SANTA BARBARA | CA | 90404 | N/A | PUBLIC CHARITY | SUPPORT FOR HEALTHY ESSENTIALS PROGRAM FOR THE BENEFIT OF MUSICIANS LIVING IN MID-COAST MAINE AND/OR THE BOSTON AREA | $10,000 |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | MARINE ANIMAL RESCUE PROJECT | $5,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL | $50,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 400 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | SUPPORT FOR COMBINED DEGREE PROGRAM WITH NORTHEASTERN UNIVERSITY SCHOOL OF LAW AND COLLEGE OF ARTS, MEDIA AND DESIGN (CAMD), CO-OP POSITIONS FOR LAW STUDENTS AT VOLUNTEER LAWYERS FOR THE ARTS IN MAINE AND MASSACHUSETTS AND/OR PUBLIC INTEREST CO-OP POSITIONS IN MID-COAST MAINE; GUITARFEST 2016 | $25,000 |
| PARMA MUSIC FESTIVAL | |||||||
| 24 ADAMS STREET 3R | WALTHAM | MA | 02453 | N/A | PUBLIC CHARITY | SUPPORT FOR PERFORMANCES AND RECORDINGS AS PART OF THE THE SHAKESPEARE CONCERTS | $6,000 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC CHARITY | MATTINA PROCTOR FUND FOR MUSIC, INSTALLMENT #2 OF 2 | $25,000 |
| PINE TREE LEGAL ASSISTANCE | |||||||
| PO BOX 547 | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| PORTLAND CHAMBER MUSIC FESTIVAL | |||||||
| 50 MARKET ST SUITE 137 | PORTLAND | ME | 04106 | N/A | PUBLIC CHARITY | 2015 COMPOSERS COMPETITION | $2,500 |
| ROGERSON COMMUNITIES | |||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | N/A | PUBLIC CHARITY | ADULT DAY HEALTH PROGRAMS | $5,000 |
| SABBATHDAY LAKE SHAKER MUSEUM | |||||||
| 707 SHAKER ROAD | NEW GLOUCESTER | ME | 04260 | N/A | PUBLIC CHARITY | 2015 MAINE FESTIVAL OF AMERICAN MUSIC | $1,000 |
| THE APPRENTICESHOP | |||||||
| 643 MAIN STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | GENERAL; TWO-YEAR SCHOLARSHIP, INSTALLMENT #1 OF 2 | $33,000 |
| TUFTS UNIVERSITY | |||||||
| 20 TALBOT AVENUE | MEDFORD | MA | 02155 | N/A | PUBLIC CHARITY | LATIN JAZZ CONCERT | $2,500 |
| UNITED WAY OF GREATER PORTLAND | |||||||
| ONE CANAL PLAZA SUITE 300 | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | PROGRAMS FOR EARLY CHILDHOOD EDUCATION AND HEALTH | $2,500 |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 716 STEVENS AVENUE | PORTLAND | ME | 041032670 | N/A | PUBLIC CHARITY | DENTAL SCHOOL | $50,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| PO BOX 414670 | BOSTON | MA | 022414670 | N/A | PUBLIC CHARITY | GENERAL | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $713,500 | 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 | $463,462 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,160 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$36,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $432,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $432,587 | 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 |
|---|---|---|---|
| BROUDE & HOCHBERG LLP TAX | $10,068 | $0 | $0 |
| DARMODY, MERLINO & CO., LLP | $7,200 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER RD | WORCESTER | MA | 01602 | 2015-01-20 | $10,000 | UNDERWRITE SHAKESPEARE CONCERT RECORDING PRODUCTION COSTS WITH PARMA RECORDS. | NONE | 05/06/16 |
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER RD | WORCESTER | MA | 01602 | 2015-03-18 | $25,000 | UNDERWRITE SPRING SHAKESPEARE CONCERT AT JORDAN HALL AND RECORDING SESSIONS AT MECHANICS HALL. | NONE | 05/06/16 |
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER RD | WORCESTER | MA | 01602 | 2015-09-21 | $4,000 | UNDERWRITE RECORDING PRODUCTION COSTS WITH CENTAUR RECORDS. | NONE | 05/06/16 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SH. APPLE | $53,963 | $52,630 |
| 21,007 SH. AT&T INC. | $590,860 | $722,851 |
| B P PRUDHOE BAY ROYALTY TRUST | $0 | $0 |
| 2,500 SH. BHP BILLITON PLC | $168,172 | $56,625 |
| 3,000 SH. BOSTON PROPERTIES INC. | $268,819 | $382,620 |
| 2,500 SH. BP PLC ADR | $69,592 | $78,150 |
| 6,188 SH. BRISTOL MYERS SQUIBB CO. | $151,204 | $425,673 |
| 2,000 SH. CANADIAN NATIONAL RAILWAY | $66,558 | $111,760 |
| 3,400 SH. CATERPILLAR INC. | $250,676 | $231,064 |
| 6,000 SH. CHEVRON CORP. | $358,740 | $539,760 |
| 3,331 SH. CISCO SYSTEMS INC. | $57,918 | $90,453 |
| 16,000 SH. COCA COLA CO. | $329,718 | $687,360 |
| 6,000 SH. CONAGRA FOODS INC. | $160,468 | $252,960 |
| 4,676 SH. CONOCOPHILLIPS | $188,635 | $218,322 |
| 1,500 SH. DISNEY CO. | $41,850 | $157,620 |
| 4,500 SH. DOW CHEMICAL CO. | $240,390 | $231,660 |
| 10,000 SH. DU PONT DE NEMOURS & CO. | $445,924 | $666,000 |
| 2,475 SH. DUKE ENERGY CORP. | $112,112 | $176,690 |
| 4,500 SH. DUKE REALTY CORP. | $139,210 | $94,590 |
| 4,000 SH. EMERSON ELECTRIC CO. | $63,205 | $191,320 |
| 20,000 SH. EXXONMOBIL CORP. | $613,097 | $1,559,000 |
| FREEPORT-MCMORAN COPPER & GOLD | $0 | $0 |
| 26,810 SH. GENERAL ELECTRIC CO. | $620,770 | $835,132 |
| 12,000 SH. GENERAL MILLS INC. | $252,004 | $691,920 |
| 7,250 SH. GLOBAL X SUPERDIVIDEND ETF | $158,521 | $142,970 |
| 870 SH. JOHNSON & JOHNSON | $56,924 | $89,366 |
| 7,400 SH. JP MORGAN CHASE & CO. | $269,342 | $488,622 |
| 9,844 SH. MERCK & CO. INC. | $411,850 | $519,960 |
| 2,000 SH. MICROSOFT CORP. | $51,512 | $110,960 |
| NATIONAL GRID PLC | $0 | $0 |
| 1,000 SH. PEPSICO INC. | $59,708 | $99,920 |
| 7,189 SH. PFIZER INC. | $113,557 | $232,061 |
| 2,338 SH. PHILLIPS 66-W/I | $59,480 | $191,248 |
| 11,100 SH. PROCTER & GAMBLE CO. | $379,517 | $881,451 |
| ROCKWOOD HLDGS INC. | $0 | $0 |
| 10,000 SH. STATE STREET CORP. | $145,281 | $663,600 |
| 4,000 SH. UNION PACIFIC CORP. | $48,026 | $312,800 |
| 2,600 SH. UNITED TECHNOLOGIES CORP. | $130,430 | $249,782 |
| 6,500 SH. US BANCORP | $191,360 | $277,355 |
| 4,270 SH. VERIZON COMMUNICATIONS INC. | $136,356 | $197,359 |
| 6,000 SH. WELLS FARGO & CO. | $179,145 | $326,160 |
| 4,886 SH. WEYERHAEUSER CO. | $136,012 | $146,482 |
| 4,000 SH. WILLIAMS COS. INC. | $31,005 | $102,800 |
| 1,000 SH. 3M CO. | $72,717 | $150,640 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROUDE & HOCHBERG LLP LEGAL | CategoryTxt |
| Legal Fees | $2,333 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCTOR HEIRS TRUST | Desc |
| BOY Book Value | $22,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPONENT PHILANTHROPY MEMBERSHIP DUES | $750 | $0 | $0 |
| STATE STREET CUSTODY FEES | $452 | $452 | $0 |
| LIABILITY INSURANCE | $1,250 | $0 | $0 |
| ADVERTISING | $2,905 | $0 | $2,905 |
| WELLS FARGO INVESTMENT FEE | $27,285 | $27,287 | $0 |
| MA FORM PC FILING FEE | $125 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO ADVISORS | Desc |
| Revenue And Expenses Per Books | $5,160 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,160 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROUDE & HOCHBERG GRANT ADMIN. FEE | $71,699 | $0 | $71,699 |
| BROUDE & HOCHBERG TRUST ADMIN. FEE | $40,119 | $40,119 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $287 | $0 | $0 |
| FEDERAL ESTIMATED TAX 2014 | $10,000 | $0 | $0 |
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