MARY LINCOLN JOHNSON CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MARY LINCOLN JOHNSON CHARITABLE FOUNDATION (EIN 13-4281942)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-29
IRS object ID
201612119349100511
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-29T10:43:19-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042620388PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLES & BODOIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 SECOND AVENUEAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134281942EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARY LINCOLN JOHNSON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O KING & NAVINS PCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone7812370150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 WALNUT STREET NO 101AddressLine1Txt
CityWELLESLEY HILLSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD NAVINSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812370150PhoneNum
Signature2016-07-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN W LAPIERRE CPAPreparerPersonNm
PTINP00113727PTIN
Phone7814551400PhoneNum
Preparation2016-07-21PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,965,047FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$70,343DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,928DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$36,393NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$170,317GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$43,950TotalRevAndExpnssAmt
Total Net Invst Incm$66,928TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,175AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,986OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,986OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$778TaxesRevAndExpnssAmt
Taxes Net Invst Incm$778TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,948TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,764TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,184TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$130,948TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,764TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$112,184TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$86,998ExcessRevenueOverExpensesAmt
Net Investment Income$48,164NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$59,494SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$105,240SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$105,240SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$79,685USGovernmentObligationsBOYAmt
US Government Obligations EOY$106,669USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$113,493USGovtObligationsEOYFMVAmt
Corporate Stock BOY$981,836CorporateStockBOYAmt
Corporate Stock EOY$920,810CorporateStockEOYAmt
Corporate Stock EOYFMV$1,508,782CorporateStockEOYFMVAmt
Corporate Bonds BOY$334,238CorporateBondsBOYAmt
Corporate Bonds EOY$235,536CorporateBondsEOYAmt
Corporate Bonds EOYFMV$237,532CorporateBondsEOYFMVAmt
Total Assets BOY$1,455,253TotalAssetsBOYAmt
Total Assets EOY$1,368,255TotalAssetsEOYAmt
Total Assets EOYFMV$1,965,047TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,455,253CapitalStockBOYAmt
Capital Stock EOY$1,368,255CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,455,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,368,255TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,455,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,368,255TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,455,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$86,998ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,368,255SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,368,255TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS 5.125%2009-04-202015-01-15$50,000$48,756$1,244$1,244
FORD MTR 4.75%2013-09-122015-03-20$50,000$49,822$178$178
HEINZ SR 4.25%2014-06-102015-07-06$51,062$50,822$240$240
2,000 SHRS MERGE HEALTHCARE2011-10-312015-08-25$13,970$13,570$400$400
1,500 SHRS SEADRILL2011-09-292015-12-29$5,285$43,740-$38,455-$38,455
FieldValueIRS element (for citing)
Capital Gain Net Income-$36,393CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$118,838AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,163,293NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054934DistributionYr1Rt
Adjusted Qlfy Distri Yr2$111,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,992,784NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055701DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,821,504NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055449DistributionYr3Rt
Adjusted Qlfy Distri Yr4$86,036AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,766,734NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048698DistributionYr4Rt
Adjusted Qlfy Distri Yr5$95,709AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,663,666NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057529DistributionYr5Rt
Total Distribution0.272311TotalDistributionRt
Average Distribution0.054462AverageDistributionRt
Net Vl Noncharitable Assets$2,013,329NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$109,650AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$482NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$110,132AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$112,184QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$482InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$482SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$482TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,607EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,607TotalPaymentsAndCreditsAmt
Overpayment$1,125OverpaymentAmt
Applied To ES Tax$1,125AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD R NAVINS TRUSTEEIndividualWithBooksNm
Phone7812370150PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 WALNUT STREET 101AddressLine1Txt
CityWELLESLEY HILLSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT S JOHNSON
56 BARIBEAU DRIVE 211BRUNSWICKME04011TRUSTEE0.10$0$0$0
PETER G JOHNSON
5 TIFFANY TRAILHOPKINTONMA01748TURSTEE0.10$0$0$0
DAVID B JOHNSON
24 BEECH DRIVEBRUNSWICKME04001TRUSTEE0.10$0$0$0
ANNE S EVANS
157 WATERMAN ST UNIT 2PROVIDENCERI02906TRUSTEE0.10$0$0$0
THOMAS R JOHNSON
54 RIVER STREETMARLBOROUGHMA01752TRUSTEE0.10$0$0$0
JOHN H JOHNSON
912 JAYSMITH STREETGREAT FALLSVA22066TRUSTEE0.10$0$0$0
BENJAMIN B JOHNSON
CHURCH ROADBRUNSWICKME04011TRUSTEE0.10$0$0$0
JACK W SWENSON
30 COLPITTS ROAD PO BOX 348WESTONMA02493TRUSTEE0.70$0$0$0
RICHARD R NAVINS
20 WALNUT STREET 101WELLESLEY HILLSMA02481TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,882,021AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$161,968AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,043,989TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,043,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,660CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,013,329NetVlNoncharitableAssetsAmt
Minimum Investment Return$100,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$100,666MinimumInvestmentReturnAmt
Tax Based On Investment Income$482TaxBasedOnInvestmentIncomeAmt
Total Tax$482TotalTaxAmt
Distributable Before Adj$100,184DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$100,184DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$100,184DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$112,184ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$112,184QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$482PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$111,702AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,184DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,108ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$10,855ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,705ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,637ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$49,305TotalExcessDistributionCyovAmt
Qualifying Distributions$112,184QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100,184AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,000RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$61,305TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,108ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$48,197ExcessDistriCyovToNextYrAmt
Excess From Year3$10,855ExcessFromYear3Amt
Excess From Year2$13,705ExcessFromYear2Amt
Excess From Year1$11,637ExcessFromYear1Amt
Excess From Current Year$12,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANNE S EVANSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MID COAST HOSPITAL
11 MEDICAL CENTER DRIVEBRUNSWICKME04011NONEHEALTH CAREHEALTH CARE$25,000
NEWTON-WELLESLEY HOSPITAL
2014 WASHINGTON STREETNEWTONMA02462NONEHEALTH CAREHEALTH CARE$10,000
PARMENTER VNA AND COMMUNITY CARE INC
266 COCHITUATE ROADWAYLANDMA01778NONECOMMUNITY HEALTH CARHEALTH CARE$50,000
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF ROADTRUMBULLCT06611NONEHEALTH CAREHEALTH CARE$5,000
THE CARROLL CENTER FOR THE BLIND
770 CENTER STREETNEWTONMA02458NONEHEALTH CAREHEALTH CARE$5,000
UMASS MEDICAL SCHOOL
333 SOUTH STREETSHREWSBURYMA01545NONEHEALTH CAREHEALTH CARE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,343ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$36,393ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$33,950ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,950TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHELEN B JOHNSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line167 MCKEEN STREETAddressLine1Txt
CityBRUNSWICKCityNm
State AbbreviationMEStateAbbreviationCd
ZIP040112920ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,175Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,175DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$235,536EOYBookValueAmt
EOYFMV$237,532EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCK & EQUITY INVESTMENTS$881,520$1,500,182
PREFERRED STOCK$39,290$8,600

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$106,669USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$113,493USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,000DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$9RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$9DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$17,986Amt
Net Investment Income$17,986NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$778Amt
Net Investment Income$778NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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