QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUST (EIN 35-7010509)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-05-11
IRS object ID: 201531319349100113
Schema version: 2014v5.0
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
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-05-11T08:47:02-05:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043331893	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KENNETH FREED & COMPANY CPA'S	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	396 COMMONWEALTH AVENUE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02215	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	357010509	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	QUIGLEY & HEFFERNAN FAMILY CHARITABLE TR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	QUIG	BusinessNameControlTxt
Phone	7814527313	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	28 SUNSET ROAD	AddressLine1Txt
City	DUXBURY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	023323821	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PETER A QUIGLEY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	7815828621	PhoneNum
Signature	2015-04-28	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KENNETH FREED CPA	PreparerPersonNm
PTIN	P00161267	PTIN
Phone	6174241100	PhoneNum
Preparation	2015-04-28	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,789,269	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$28,098	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$5	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$5	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$40,862	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$31,040	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$42,434	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$170,000	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$42,434	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$111,399	TotalRevAndExpnssAmt
Total Net Invst Incm	$73,479	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$542	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,450	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,225	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$625	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$684	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$613	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$35	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$35	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,711	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,838	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$660	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$113,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$113,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$116,711	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,838	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$113,660	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$5,312	ExcessRevenueOverExpensesAmt
Net Investment Income	$71,641	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,907	CashBOYAmt
Cash EOY	$61,912	CashEOYAmt
Cash EOYFMV	$61,912	CashEOYFMVAmt
Other Investments BOY	$1,476,826	OtherInvestmentsBOYAmt
Other Investments EOY	$1,414,509	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,727,357	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,481,733	TotalAssetsBOYAmt
Total Assets EOY	$1,476,421	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,789,269	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$1,481,733	CapitalStockBOYAmt
Capital Stock EOY	$1,476,421	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	$1,481,733	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,476,421	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,481,733	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,476,421	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,481,733	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$5,312	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,476,421	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,476,421	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	VANGUARD TOTAL STOCK MKT IDX ADM	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2012-12-14	AcquiredDt
Sold	2014-11-05	SoldDt
Gross Sales Price	$170,000	GrossSalesPriceAmt
Cost Or Other Basis	$127,566	CostOrOtherBasisAmt
Gain Or Loss	$42,434	GainOrLossAmt
Gains Minus Excess Or Losses	$42,434	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$42,434	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$90,204	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,591,176	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.056690	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$0	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,481,078	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.000000	DistributionYr2Rt
Total Distribution	0.056690	TotalDistributionRt
Average Distribution	0.028345	AverageDistributionRt
Net Vl Noncharitable Assets	$1,746,273	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$49,498	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$716	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$50,214	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$113,660	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	$716	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$716	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$716	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$300	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$300	TotalPaymentsAndCreditsAmt
Tax Due	$416	TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	KENNETH FREED & COMPANY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6174241100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	396 COMMONWEALTH AVE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02215	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 (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
PETER A QUIGLEY
28 SUNSET ROAD	DUXBURY	MA	02332	TRUSTEE	5.00	$0	$0	$0
MEGHAN HEFFERNAN
28 SUNSET ROAD	DUXBURY	MA	02332	TRUSTEE	5.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
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	$1,722,915	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$49,951	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,772,866	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,772,866	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$26,593	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,746,273	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$87,314	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$87,314	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$716	TaxBasedOnInvestmentIncomeAmt
Total Tax	$716	TotalTaxAmt
Distributable Before Adj	$86,598	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$86,598	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$86,598	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$113,660	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$113,660	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$716	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$112,944	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$86,598	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$6,371	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,371	TotalExcessDistributionCyovAmt
Qualifying Distributions	$113,660	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$86,598	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$27,062	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$33,433	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$33,433	ExcessDistriCyovToNextYrAmt
Excess From Year1	$6,371	ExcessFromYear1Amt
Excess From Current Year	$27,062	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	PETER A QUIGLEY	ContributingManagerNm
Contributing Manager	MEGHAN HEFFERNAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC - CRANBERRY HOSPICE
36 CORDAGE PARK CIRCLE	PLYMOUTH	MA	02360	NONE	HOSPITAL	GENERAL SUPPORT	$2,500
CANCER SUPPORT TEAM INC
2900 WESTCHESTER AVE	PURCHASE	NY	10577	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$1,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVE	NEW BEDFORD	MA	02740	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$1,000
CROSSROADS FOR KIDS INC
119 MYRTLE ST	DUXBURY	MA	02332	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$2,500
DANA FARBER CANCER INSTITUTEINC
450 BROOKLINE AVE	BOSTON	MA	02215	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$5,000
DUXBURY BAY MARITIME SCHOOL (DBMS)
457 WASHINGTON ST	DUXBURY	MA	02331	NONE	SCHOOL	GENERAL SUPPORT	$15,000
DUXBURY BEACH RESERVATION INC
PO BOX 1364	DUXBURY	MA	02331	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$1,000
DUXBURY INTERFAITH COUNCIL
PO BOX 1161	DUXBURY	MA	02331	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$1,000
DUXBURY MUSIC PROMOTERS
PO BOX 2477	DUXBURY	MA	02331	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$1,000
FRIENDS OF DUXBURY FREE LIBRARY INC
PO BOX 2092	DUXBURY	MA	02331	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$2,500
FRIENDS OF THE ORPHANS AKA NPH USA
134 NORTH LA SALLE ST	CHICAGO	IL	60602	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$5,000
HOLY FAMILY PARISH
601 TREMONT ST	DUXBURY	MA	02332	NONE	CHURCH	GENERAL SUPPORT	$5,000
INJURED MARINE SEMPER FI FUND - GLENVIEW MARINES
825 COLLEGE BLVD	OCEANSIDE	CA	92057	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$1,000
MASS AUDUBON SOCIETY INC
208 SOUTH GREAT RD	LINCOLN	MA	01773	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$2,500
MIT
600 MEMORIAL DR	CAMBRIDGE	MA	02139	NONE	SCHOOL	GENERAL SUPPORT	$55,000
NEW ENGLAND COLLEGE
98 BRIDGE ST	HENNIKER	NH	03242	NONE	SCHOOL	GENERAL SUPPORT	$2,500
NEW ENGLAND ORGAN BANK INC
60 1ST AVE	WALTHAM	MA	02451	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$1,000
THE DUXBURY EDUCATION FOUNDATION INC
PO BOX 1264	DUXBURY	MA	02331	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$2,500
DUXBURY BOOSTERS CLUB INC
130 ST GEORGE ST	DUXBURY	MA	02332	NONE	509(A)(2) PUBLIC CHA	GENERAL SUPPORT	$5,000
DUXBURY RURAL AND HISTORICAL SOCIETY
479 WASHINGTON ST	DUXBURY	MA	02332	NONE	509(A)(1) PUBLIC CHA	GENERAL SUPPORT	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$113,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$40,862	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$42,434	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$83,301	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$83,301	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	PETER QUIGLEY MEGHAN HEFFERNAN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	28 SUNSET ROAD	AddressLine1Txt
City	DUXBURY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02332	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$28,098	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	KENNETH FREED & COMPANY	CategoryTxt
Amt	$2,450	Amt
Net Investment Income	$1,225	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$625	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD INTER-TERM TAX-EXEMPT ADM	AT COST	$344,204	$341,693
VANGUARD TOT INTL STOCK IX ADM	AT COST	$321,133	$329,709
VANGUARD TOTAL STOCK MKT IDX ADM	AT COST	$749,172	$1,055,955

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	EDWARDS WILDMAN PALMER LLP	CategoryTxt
Legal Fees	$542	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MASSACHUSETTS FILING FEES	Desc
Revenue And Expenses Per Books	$35	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$35	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID ON INVESTMENTS	$613	$613	$0
FEDERAL TAXES	$71	$0	$0