AMELIA PEABODY CHARITABLE FUND TRS: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AMELIA PEABODY CHARITABLE FUND TRS (EIN 23-7364949)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-06
- IRS object ID
- 201542189349100009
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-06T12:59:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041796830 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL BRIER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN POST OFFICE SQUARE - 6TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021094689 | 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 | 237364949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY CHARITABLE FUND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMEL | BusinessNameControlTxt |
| Phone | 6174516178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET NO 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALEB LORING III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174516178 | PhoneNum |
| Signature | 2015-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH P LAGRAVES | PreparerPersonNm |
| PTIN | P00068702 | PTIN |
| Phone | 6175237094 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $163,541,008 | 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 | $87,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,127,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,127,731 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,581,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,502,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,581,695 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,836 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,836 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,825,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,738,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $400,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $320,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $232,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,250 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $209,250 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,111 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,811 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,300 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,206 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,206 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $43,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $341,155 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $337,457 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,698 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $256,825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125,012 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,577 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $37,586 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $29,622 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,963 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,659 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,983 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,094 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,455,082 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $620,476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $679,784 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,664,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,664,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,119,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $620,476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,344,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,294,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,117,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,229 | CashBOYAmt |
| Cash EOY | $23,369 | CashEOYAmt |
| Cash EOYFMV | $23,369 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,575,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,236,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,236,539 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,894,221 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,715,848 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,354,537 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $84,323,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $86,680,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $124,952,009 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,304,016 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,804,838 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,198,057 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,222,889 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,638,613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,646,241 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,402,543 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $272,287 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,166,918 | LandBOYAmt |
| Land EOY | $1,130,256 | LandEOYAmt |
| Land EOYFMV | $1,130,256 | LandEOYFMVAmt |
| Total Assets BOY | $124,524,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,230,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $163,541,008 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $124,524,483 | CapitalStockBOYAmt |
| Capital Stock EOY | $124,524,483 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,294,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,524,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,230,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,524,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,230,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,524,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,294,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $123,230,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,230,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $34,521,155 | $31,056,130 | $3,465,025 | $3,465,025 | |
| PUBLICLY TRADED SECURITIES | $12,826,265 | $12,864,239 | -$37,974 | -$37,974 | P |
| CAPITAL GAIN DISTRIBUTIONS | $154,644 | $154,644 | $154,644 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,581,695 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,036,988 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $154,237,267 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052108 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,723,566 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $145,289,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053160 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,633,707 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $145,920,875 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052314 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,312,662 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $141,697,021 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044550 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,343,892 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $127,858,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041795 | DistributionYr5Rt |
| Total Distribution | 0.243927 | TotalDistributionRt |
| Average Distribution | 0.048785 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $163,399,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,971,443 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $71,178 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,042,621 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,344,284 | 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 | $71,178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71,178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71,178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $96,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,822 | OverpaymentAmt |
| Applied To ES Tax | $24,822 | 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 | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.APCFUND.ORG | WebsiteAddressTxt |
| Individual With Books | CHERYL GIDEON | IndividualWithBooksNm |
| Phone | 6174516178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CALEB LORING III | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| ROBERT G BANNISH | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| KATHERINE L BABSON | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
| MARGARET H MORTON | ||||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | TRUSTEE | 7.00 | $100,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EVAN C PAGE | ||||||||
| 185 DEVONSHIRE STREET SUITE 600 | BOSTON | MA | 02110 | EXECUTIVE DIRECTOR | 40.00 | $150,000 | $32,593 | $0 |
| CHERYL A GIDEON | ||||||||
| 185 DEVONSHIRE STREET SUITE 600 | BOSTON | MA | 02110 | ADMINISTRATOR | 40.00 | $82,500 | $25,519 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH LASALLE STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $213,536 | 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 | $165,775,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,887,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,887,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,488,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,399,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,169,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,169,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,178 | TotalTaxAmt |
| Distributable Before Adj | $8,098,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,098,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,098,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,344,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,344,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $71,178 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,273,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,098,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,247,484 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,344,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,247,484 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,096,800 | 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 | $1,001,996 | 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 | CHERYL GIDEON ADMINISTRATOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174516178 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION PROCESS, GUIDELINES, AND PREPARING PROPOSAL STATEMENTS WITH PROPOSAL CHECKLIST, SUMMARY FORM, SELECTION CRITERIA AND FREQUENTLY ASKED QUESTIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED APPLICATION PROCESS FOR DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED GUIDELINES AND SELECTION CRITERIA FOR RESTRICTIONS AND LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGE FUND OF MASSACHUSETTS | |||||||
| 233 NEWTON STREET | NEEDHAM | MA | 02464 | NONE | PC | TECHNOLOGY | $5,000 |
| NEIGHBORHOOD OF AFFORDABLE HOUSING | |||||||
| 143 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | EQUIPMENT | $5,000 |
| IMMIGRANT CITY ARCHIVES DBA LAWRENCE HISTORY CENTER | |||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | NONE | PC | TECHNOLOGY | $7,500 |
| WOMEN OF MEANS | |||||||
| 148 LINDEN STREET SUITE 209 | WELLESLEY | MA | 02482 | NONE | PC | TECHNOLOGY | $15,000 |
| BROOKWOOD COMMUNITY FARM | |||||||
| PO BOX 870093 | MILTON VILLAGE | MA | 02187 | NONE | PC | EQUIPMENT | $16,000 |
| GIBSON SOCIETY | |||||||
| 137 BEACON STREET | BOSTON | MA | 02116 | NONE | PC | RESTORATION | $18,000 |
| LUTHERAN SOCIAL SERVICES OF NEW ENGLAND | |||||||
| 14 EAST WORCESTER STREET SUITE 300 | WORCESTER | MA | 01604 | NONE | PC | TECHNOLOGY | $22,500 |
| COASTAL MAINE BOTANICAL GARDENS | |||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | NONE | PC | LAND ACQUISITION | $25,000 |
| EXECUTIVE SERVICE CORPS OF NEW ENGLAND | |||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | NONE | PC | TECHNOLOGY | $25,000 |
| LEARNING CENTER FOR THE DEAF | |||||||
| 848 CENTRAL STREET | FRAMINGHAM | MA | 01701 | NONE | PC | TECHNOLOGY | $25,000 |
| MASSACHUSETTS SYMPHONY ORCHESTRA | |||||||
| TUCKERMAN HALL | WORCESTER | MA | 016020070 | NONE | PC | RENOVATIONS | $25,000 |
| MISSION OF DEEDS | |||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | NONE | PC | EQUIPMENT | $25,000 |
| SOUTHEASTERN MA VETERANS HOUSING PROGRAM DBA VETERANS TRANSITION HOME | |||||||
| 20 WILLIS STREET | NEW BEDFORD | MA | 02740 | NONE | PC | RENOVATIONS | $25,000 |
| SUPPORTIVE LIVING | |||||||
| 400 WEST CUMMINGS PARK | WOBURN | MA | 01801 | NONE | PC | CONSTRUCTIONS | $25,000 |
| THE CENTER FOR ARTS IN NATICK | |||||||
| 14 SUMMER STREET | NATICK | MA | 01760 | NONE | PC | RENOVATIONS | $25,000 |
| VICTORY PROGRAMS | |||||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NONE | PC | RENOVATIONS | $25,000 |
| YOUVILLE PLACE | |||||||
| 10 PELHAM ROAD | LEXINGTON | MA | 02421 | NONE | PC | RENOVATIONS | $25,000 |
| OPERATION ABLE | |||||||
| 174 PORTLAND STREET | BOSTON | MA | 02114 | NONE | PC | TECHNOLOGY | $30,000 |
| BOYS & GIRLS CLUB OF DORCHESTER | |||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | NONE | PC | VEHICLE | $35,000 |
| GREATER BOSTON NAZARENE COMPASSIONATE CENTER | |||||||
| 130 RIVER ROAD | MATTAPAN | MA | 02126 | NONE | PC | VEHICLE | $35,000 |
| HORACE MANN EDUCATIONAL ASSOCIATES | |||||||
| 8 FORGE PARK | EAST FRANKLIN | MA | 02038 | NONE | PC | VEHICLE | $45,000 |
| RAW ART WORKS | |||||||
| 37 CENTRAL STREET | LYNN | MA | 01901 | NONE | PC | RENOVATIONS | $45,000 |
| YOUTH ENRICHMENT SERVICES | |||||||
| 412 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NONE | PC | TECHNOLOGY | $46,000 |
| ROGERSON COMMUNITIES | |||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | NONE | PC | TECHNOLOGY | $48,500 |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | NONE | PC | VEHICLE | $49,000 |
| BOSTON HARBOR ISLAND ALLIANCE | |||||||
| 15 STATE STREET | BOSTON | MA | 02109 | NONE | PC | CONSTRUTION | $50,000 |
| BREAD & ROSES HOUSING | |||||||
| PO BOX 17 | LAWRENCE | MA | 01842 | NONE | PC | CONSTRUCTION | $50,000 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 024582597 | NONE | PC | RENOVATIONS | $50,000 |
| GREATER LAWRENCE FAMILY HEALTH CENTER | |||||||
| 34 HAVERHILL ROAD | LAWRENCE | MA | 01841 | NONE | PC | RENOVATIONS | $50,000 |
| HANCOCK SHAKER VILLAGE | |||||||
| PO BOX 927 ROUTES 20 41 | PITTSFIELD | MA | 01201 | NONE | PC | RENOVATIONS | $50,000 |
| KESTREL TRUST | |||||||
| PO BOX 1016 | AMHERST | MA | 01004 | NONE | PC | LAND ACQUISITION | $50,000 |
| OLD DARTMOUTH HISTORICAL SOCIETY (NEW BEDFORD WHALING MUSEUM) | |||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | NONE | PC | CONSTRUCTION | $50,000 |
| VISITING NURSE ASSOCIATION- NORWELL | |||||||
| 120 LONGWATER DRIVE | NORWELL | MA | 02061 | NONE | PC | RENOVATIONS | $50,000 |
| WHITTIER STREET HEALTH CENTER | |||||||
| 1290 TREMONT STREET | ROXBURY | MA | 02120 | NONE | PC | CONSTRUCTION | $50,000 |
| WORCESTER COUNTY MECHANICS ASSOCIATION | |||||||
| 321 MAIN STREET | WORCESTER | MA | 01608 | NONE | PC | EQUIPMENT | $50,000 |
| YOUTHBUILD BOSTON | |||||||
| 27 CENTRE STREET | ROXBURY | MA | 02119 | NONE | PC | CONSTRUCTION | $55,000 |
| NORMAN B LEVENTHAL MAP CENTER | |||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | PC | EQUIPMENT | $65,000 |
| NASHOBA LEARNING GROUP | |||||||
| 10 OAK PARK DRIVE | BEDFORD | MA | 01730 | NONE | PC | RENOVATIONS | $74,000 |
| BOYS & GIRLS CLUB OF WALTHAM | |||||||
| 20 EXCHANGE STREET | WALTHAM | MA | 02451 | NONE | PC | EQUIPMENT | $75,000 |
| JFY NETWORKS | |||||||
| 44 SCHOOL STREET SUITE 1010 | BOSTON | MA | 02108 | NONE | PC | TECHNOLOGY | $75,000 |
| NORTHEAST HOSPITAL CORPORATION - (ADDISON GILBERT HOSPITAL) | |||||||
| 298 WASHINGTON STREET | GLOUCESTER | MA | 01930 | NONE | PC | RENOVATION | $75,000 |
| STRAIGHT AHEAD MINISTRIES | |||||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | NONE | PC | RENOVATIONS | $84,000 |
| LYNN COMMUNITY HEALTH | |||||||
| 269 UNION STREET | LYNN | MA | 01901 | NONE | PC | EQUIPMENT | $90,000 |
| BOSTONIAN SOCIETY | |||||||
| 206 WASHINGTON STREET | BOSTON | MA | 02109 | NONE | PC | RESTORATION | $100,000 |
| HOME HEALTH VNA - LAWRENCE | |||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | NONE | PC | TECHNOLOGY | $100,000 |
| NATURE CONSERVANCY - MASSACHUSETTS CHAPTER | |||||||
| 99 BEDFORD STREET FLOOR 5 | BOSTON | MA | 02111 | NONE | PC | LAND ACQUISITION | $100,000 |
| YMCA - SOUTHCOAST - NEW BEDFORD (WAREHAM FALL RIVER NEW BEDFORD) | |||||||
| 18 SOUTH WATER STREET | NEW BEDFORD | MA | 02740 | NONE | PC | RENOVATIONS | $100,000 |
| HISTORIC BOSTON | |||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | NONE | PC | PRESERVATION | $125,000 |
| MUSEUM OF AFRO AMERICAN HISTORY | |||||||
| 14 BEACON STREET | BOSTON | MA | 02108 | NONE | PC | RESTORATION | $150,000 |
| BOYS & GIRLS CLUB OF LYNN | |||||||
| 25 NORTH COMMON STREET | LYNN | MA | 01902 | NONE | PC | RENOVATIONS | $200,000 |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | PC | RESTORATION | $250,000 |
| NEW ENGLAND CONSERVATORY OF MUSIC | |||||||
| 295 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | CONSTRUCTION | $250,000 |
| BOSTON PUBLIC MARKET ASSOCIATION | |||||||
| PO BOX 52385 | BOSTON | MA | 02205 | NONE | PC | CONSTRUCTION | $300,000 |
| FREEDOM HOUSE | |||||||
| 5 CRAWFORD STREET | DORCHESTER | MA | 02121 | NONE | PC | RESTORATION | $300,000 |
| NEW ENGLAND SHELTER FOR HOMELESS VETERANS | |||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NONE | PC | RENOVATIONS | $300,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | RENOVATIONS | $300,000 |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02120 | NONE | PC | EQUIPMENT | $320,000 |
| MASSACHUSETTS EYE AND EAR INFIRMARY | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PC | MEDICAL | $1,000,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | RENOVATIONS | $1,000,000 |
| THE TRUSTEES OF RESERVATION | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NONE | PC | LAND ACQUISITION | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,660,500 | 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 | $4,127,731 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,836 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,581,695 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,738,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,738,262 | 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 | AMELIA PEABODY ANNUITY TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUSAN B RICE TRUSTEE CHOATE LLP TWO | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $87,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST - CUSTODY FEES | $35,000 | $35,000 | $0 |
| RUSSELL, BRIER & CO LLP - AUDIT AND RELATED ACCOUNTING | $20,000 | $8,000 | $12,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER AND PERIPHERAL EQUIPMENT | 1998-01-08 | $4,852 | $4,852 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | 2004-06-03 | $3,260 | $3,260 | SL | 5.000000000000 | $0 | $0 |
| SERVER, SOFTWARE & MANUAL | 2006-04-10 | $350 | $350 | SL | 5.000000000000 | $0 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | 2008-08-01 | $1,248,641 | $172,086 | SL | 39.000000000000 | $32,016 | $0 |
| DESK AND CHAIRS | 2008-09-01 | $9,147 | $9,147 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2008-10-14 | $2,318 | $2,318 | SL | 5.000000000000 | $0 | $0 |
| BOOKCASES | 2008-12-22 | $822 | $821 | SL | 5.000000000000 | $0 | $0 |
| TELEPHONE | 2008-08-18 | $4,804 | $4,804 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER HARDWARE | 2008-09-12 | $6,308 | $6,308 | SL | 5.000000000000 | $0 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | 2008-09-12 | $99,755 | $13,747 | SL | 39.000000000000 | $2,558 | $0 |
| COLOR COPIER | 2008-03-17 | $10,356 | $10,356 | SL | 5.000000000000 | $0 | $0 |
| AIR CONDITIONER | 2010-07-27 | $5,733 | $3,917 | SL | 5.000000000000 | $1,147 | $0 |
| COMPUTER | 2011-06-01 | $2,600 | $1,515 | SL | 5.000000000000 | $909 | $0 |
| FURNITURE (COUCH, LAMPS) | 2011-11-28 | $1,192 | $626 | SL | 5.000000000000 | $566 | $0 |
| SERVER BATTERY | 2012-07-11 | $200 | $80 | SL | 5.000000000000 | $40 | $0 |
| APPLE LAPTOP | 2012-11-06 | $1,279 | $511 | SL | 5.000000000000 | $257 | $0 |
| PRINTER | 2014-07-01 | $926 | SL | 5.000000000000 | $93 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS-PUBLICLY TRADED | BondNm |
| EOY Book Value | $6,804,838 | EOYBookValueAmt |
| EOYFMV | $7,198,057 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS-PUBLICLY TRADED | StockNm |
| EOY Book Value | $86,680,900 | EOYBookValueAmt |
| EOYFMV | $124,952,009 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $17,740,422 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,257,719 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,975,426 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,096,818 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-PUBLICLY TRADED | AT COST | $1,477,385 | $2,157,923 |
| PARTNERSHIP-PUBLICLY TRADED | AT COST | $3,161,228 | $3,488,318 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER AND PERIPHERAL EQUIPMENT | $4,852 | $4,852 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | $3,260 | $3,260 | $0 |
| SERVER, SOFTWARE & MANUAL | $350 | $350 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $1,248,641 | $204,102 | $1,044,539 |
| DESK AND CHAIRS | $9,147 | $9,147 | $0 |
| CONFERENCE TABLE | $2,318 | $2,318 | $0 |
| BOOKCASES | $822 | $821 | $1 |
| TELEPHONE | $4,804 | $4,804 | $0 |
| COMPUTER HARDWARE | $6,308 | $6,308 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $99,755 | $16,305 | $83,450 |
| COLOR COPIER | $10,356 | $10,356 | $0 |
| AIR CONDITIONER | $5,733 | $5,064 | $669 |
| COMPUTER | $2,600 | $2,424 | $176 |
| FURNITURE (COUCH, LAMPS) | $1,192 | $1,192 | $0 |
| SERVER BATTERY | $200 | $120 | $80 |
| APPLE LAPTOP | $1,279 | $768 | $511 |
| PRINTER | $926 | $93 | $833 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CASNER & EDWARDS | CategoryTxt |
| Legal Fees | $6,206 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,206 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $11,952 | $0 | $11,952 |
| INSURANCE | $6,086 | $609 | $5,477 |
| MA FILING FEE | $500 | $0 | $500 |
| OFFICE EXPENSES AND SUPPLIES | $8,611 | $1,345 | $7,266 |
| POSTAGE | $1,609 | $322 | $1,287 |
| UTILITIES | $4,208 | $421 | $3,787 |
| MISCELLANEOUS | $5,111 | $286 | $4,825 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $22,246 | $22,246 | $22,246 |
| NONDIVIDEND DISTRIBUTION | $6,551 | $6,551 | $6,551 |
| CLASS ACTION RECEIPT | $39 | $39 | $39 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPLETE NETWORK SOLUTIONS - HARDWARE | $3,698 | $0 | $3,698 |
| INVESTMENT ADVISORY FEES | $329,757 | $329,757 | $0 |
| W.B. SMITH | $7,700 | $7,700 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA PEABODY ANNUITY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUSAN B RICE TRUSTEE CHOATE LLP TWO | AddressLine1Txt |
| Address Line2 | INTL PLACE | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON FOREIGN DIVIDEND | $123,392 | $123,392 | $0 |
| PAYROLL TAXES | $16,197 | $1,620 | $14,577 |
| FEDERAL TAXES | $117,236 | $0 | $0 |
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