EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-12-05
- IRS object ID
- 202503399349100405
- Schema version
- 2024v5.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-05T12:54:46-06:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046002496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNARD BONN III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2025-12-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUPING ZHANG CPA | PreparerPersonNm |
| PTIN | P01348992 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2025-12-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,802,333 | 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 | $10,625 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $92,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92,239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $207,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,438,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,802,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,438,185 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,568 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,568 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,751,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,740,818 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $82,725 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,545 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $66,180 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,752 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,991 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,916 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $230 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $189,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $602,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $501,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,149,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,641,678 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $623,301 | CashBOYAmt |
| Cash EOY | $641,889 | CashEOYAmt |
| Cash EOYFMV | $641,889 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,737,957 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,429,771 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,374,534 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,999,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,920,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,112,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,660,802 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $553,349 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $519,383 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,549,516 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,207,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,154,479 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,024 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,024 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $10,571,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,753,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,802,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,071,573 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,253,268 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,571,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,753,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,571,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,753,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,571,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,149,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,997 | OtherIncreasesAmt |
| Subtotal | $11,737,582 | SubtotalAmt |
| Other Decreases | $984,314 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,753,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY #9220 - LT SALE | P | 2025-07-31 | $1,203,828 | $1,342,021 | -$138,193 | -$138,193 |
| MORGAN STANLEY #9220 - ST SALE | P | 2025-07-31 | $473,449 | $469,112 | $4,337 | $4,337 |
| MORGAN STANLEY #7616 - LT SALE | P | 2025-07-31 | $4,864,909 | $3,670,496 | $1,194,413 | $1,194,413 |
| MORGAN STANLEY #7616 - ST SALE | P | 2025-07-31 | $1,598,180 | $1,573,831 | $24,349 | $24,349 |
| MORGAN STANLEY #1120 - LT SALE | P | 2025-07-31 | $1,212,301 | $892,231 | $320,070 | $320,070 |
| MORGAN STANLEY #1120 - ST SALE | P | 2025-07-31 | $444,122 | $416,135 | $27,987 | $27,987 |
| CAPITAL GAINS DIVIDENDS | P | $5,222 | $5,222 | $5,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,438,185 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17,739 | 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 | WWW.EDWARDSFUND.ORG | WebsiteAddressTxt |
| Individual With Books | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BERNARD BONN III | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARGARET FLANAGAN | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| TIMOTHY BLANK | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEMENWAY & BARNES LLP | |||||
| 75 STATE STREET | BOSTON | MA | 02109 | LEGAL FEES | $82,725 |
| MORGAN STANLEY SMITH BARNEY | |||||
| 112 WORCESTER STREET | WELLESLEY | MA | 02481 | INVESTMENT MANAGEMENT SERVICES | $74,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT SCHOLARSHIPS TO COLLEGE STUDENTS | Description1Txt |
| Expenses1 | $412,500 | Expenses1Amt |
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 | $11,507,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $892,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,399,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,399,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,213,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $610,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $610,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,819 | TotalTaxAmt |
| Distributable Before Adj | $587,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $587,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $587,860 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $501,662 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $501,662 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $587,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $318,509 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $501,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $318,509 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $183,153 | 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 | $404,707 | 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 | EDWARDS SCHOLARSHIP FUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MADE THROUGH FUND'S WEBSITE; WWW.EDWARDSFUND.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1ST FOR FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | STUDENTS' FAMILY HAS TO RESIDE IN BOSTON SINCE BEGINNING OF STUDENTS' JUNIOR YEAR IN HIGH SCHOOL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AIYANNA CANTY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| AIDALITZY HENRIQUEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ALEXA MANNING | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ALEXANDER MITCHELL | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ALISON RIMAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ALIYAH HAMILTON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANIYA GARDNER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ANIYAH PIERCE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ARIANNA ANTIGUA MARTINEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| BERLEY CAMELIEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| BILQIS ORLANDY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| BLANCDINE DUCOSTE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| BLERYNTHON LANGLOIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CARMEN BELIZAIRE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CECILIA DOHERTY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHOICE MCCARTY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISTIAN DOCANTO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISTOPHER CATUBIG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHRISTOPHER MONDESIR | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DAN NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DANIEL SIVACHENKO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $2,000 |
| DARMANY JIMENEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DEBORAH DAMAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DESANI CRAWFORD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DIANA LANDAVERDE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,750 |
| DELAINEY BOYD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ELENI APAZIDOU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ELLEN EZEDONMWEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,750 |
| ELLEN LINSO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| EMILY CHEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ELODIA ZILBRUN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ESPERANZA KNUDSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| GABRIELLA IZZO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $2,000 |
| GEORGE SANNOH | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| GUI YING LIU | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HAMZA HASSANSHIRE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HIEU HONG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HOANG AN KHANG LE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HONGHUI SUN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ISABEL MALLORY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| IMANI GAINES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ISABEL NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JACOB TESSEMA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAHSHAYLA RIVERA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAYDEN PHAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JAKE HARRISON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JARAI BARRIE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JASMIN SHOY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JIALIN CHEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JOANNA LIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JOELANGIE ARIAS SOTO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JOERI BATISTA DEPINA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JUN RONG MEI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| KAEL BONDS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $2,500 |
| KELEYIA ROCHELLE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $2,750 |
| KELLY RIMAS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| KIARA RAMOS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| KYLA COHEN-LESLEY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LAETITIA DUROUCROIX | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LEYNA PHAM | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LILA AYLWIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MAKAYLA RENE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MALIK MARTIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARKUS FACEY-CASTILLO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARVIN VALENZUELA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARY GHAZALEH | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARY KATE LINSO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MARYAMA FARAH | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MAXIMILIAN BEAN-TIERNEY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MAXINE BAKER | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MAYA BLANCO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MICKY YANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MONIFER VACA SOLARES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MUNA ABANOOR | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MICAH JOHN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NAOMIH NORALUS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NICKOLAS SIRAFOS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NORDA LINO-KELLY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NIAMH MCQUAID | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| NITCHRHODE LIMAGE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ORVILLE AMADO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| PHILIP HOANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| PRECIOUS ONYEAGORO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| QUAN NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SAADIQAH YUSUF | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SARA SABRY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SARAH CASTRO MARTINEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SHERLINE PIERRE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| SOFIA GUARINO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| STANAELLE CELESTIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $1,750 |
| TAHIRA MUHAMMAD | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| TANISHA BELIZAIRE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| TARSONN JEAN BAPTISTE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| TIFFANY DANG | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| TATIANA BOOTHE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| WANCI LI | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| YUNIS EGAL | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| ZACHARY MELO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| AHMED OMO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CENIYA HARRIS | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| CHELSEA LOUIS-CHARLES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| DAENY HENRIQUEZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $2,500 |
| ELIANA GONCALVES TAVARES | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| E'NYA JOHNSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| EVELYN KWAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HANA SHINZAWA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| HASSAN WHYTE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| JADIE-ANN CAMPBELL | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| KYLE KING | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LILLIAN GIBSON | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LISMARY TAVERAS DE LA CRUZ | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LUCAS SEIN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LUKE ETHERIDGE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| LYZ LOPEZ OSORIO | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MICHAEL FRAWLEY | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MONICA TRAN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| MORGAN GRACE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| RAMZEY BURDETTE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| RICHIE NGUYEN | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| RISVELINE SAINTINE | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| RUBEN BERGANZA | ||||||
| 75 STATE STREET 16 FLOOR | BOSTON | MA | 02109 | I | SCHOLARSHIP | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,500 | 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 | $92,239 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,826 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,568 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,438,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,738,250 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,568 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,740,818 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST FROM MONEY MARKET FUND |
| 4 | INTEREST AND DIVIDENDS FROM STOCKS AND BONDS |
| 8 | GAIN ON THE SALES OF VARIOUS SECURITIES |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Payroll ContributionPayrollContributionInd |
|---|---|---|---|---|---|---|---|
| TIMOTHY BARROWS & MARGARET FLANAGAN | |||||||
| 1 | 31 ST JAMES AVENUE SUITE 740 | BOSTON | MA | 02116 | $5,000 | Yes (X) | |
| JAMES LI | |||||||
| 2 | 7 CAMBRIDGE TERRACE | ALLSTON | MA | 02134 | $25 | Yes (X) | |
| BRIAN & JANET MCGILLICUDDY | |||||||
| 3 | 620 ROLLING SPRINGS DRIVE | CARY | NC | 275191871 | $200 | Yes (X) | |
| JEROLD GOLDIN | |||||||
| 4 | 35 AMES STREET | SHARON | MA | 02067 | $100 | Yes (X) | |
| NGAM ADVISORS LP | |||||||
| 5 | 888 BOYLSTON STREET | BOSTON | MA | 02199 | $1,300 | Yes (X) | |
| CHRISTINA TRANFAGLIA | |||||||
| 6 | 2305 ROBINCREST LANE | GLENVIEW | IL | 600254112 | $4,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICES FEES | CategoryTxt |
| Amt | $28,440 | Amt |
| Net Investment Income | $5,688 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,752 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 13000 ENTERPRISE PRODUCTS OPERATING LLC | $13,092 | $11,410 |
| 14000 BANK OF AMERICA CORP FXD TO 012047 VAR THRAFTR 4.4430% | $14,790 | $11,971 |
| 18000 JPMORGAN CHASE & CO FXD TO 052027 VAR THRAFTR 3.5400% | $18,110 | $17,868 |
| 18000 ORACLE CORP | $19,799 | $14,417 |
| 24000 ENBRIDGE INC | $24,771 | $26,285 |
| 25000 CVS HEALTH CORP | $24,944 | $25,589 |
| 26000 RTX CORP | $26,951 | $28,968 |
| 27000 CAPITAL ONE FINANCIAL CORP FXD TO 012035 VAR THRAFTR 6.183% | $27,179 | $27,728 |
| 27000 GOLDMAN SACHS GROUP INC/THE FX D TO 012030 VAR THRAFTR 5.207% | $27,152 | $27,591 |
| 27000 TRUIST FINANCIAL CORP FXD TO 012029 VAR THRAFTR 5.435% | $27,136 | $27,782 |
| 28000 UNITEDHEALTH GROUP INC | $27,020 | $25,051 |
| 28000 WELLS FARGO & CO FXD TO 072033 VAR THRAFTR 5.557% | $28,247 | $28,927 |
| 29000 ABBVIE INC | $31,153 | $23,921 |
| 29000 CITIGROUP INC FXD TO 062030 VAR THRAFTR 2.5720% | $28,359 | $26,416 |
| 30000 FISERV INC | $29,790 | $28,871 |
| 30000 GENERAL MOTORS FINANCIAL CO INC | $30,228 | $30,710 |
| 31000 JPMORGAN CHASE & CO FXD TO 022031 VAR THRAFTR 1.9530% | $29,024 | $27,192 |
| 31000 LOWE'S COS INC | $29,064 | $27,034 |
| 33000 VERIZON COMMUNICATIONS INC | $28,519 | $20,634 |
| 35000 COMCAST CORP | $32,331 | $24,513 |
| 35000 US BANCORP FXD TO 062028 VAR THRAFTR 5.775% | $35,690 | $36,505 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 META PLATFORMS INC CL A | $41,737 | $71,554 |
| 100 STRYKER CORP (SYK) | $25,043 | $38,898 |
| 1035 VERIZON COMMUNICATIONS | $41,617 | $44,257 |
| 105 LINDE PLC (LIN) | $36,983 | $47,972 |
| 108 META PLATFORMS INC CL A | $33,216 | $83,532 |
| 115 MICROSOFT CORP (MSFT) | $34,953 | $59,927 |
| 120 TESLA INC | $18,830 | $36,992 |
| 125 AMGEN | $29,688 | $36,888 |
| 1250.744 AMERICAN NEW WORLD F2 (NFFFX) | $99,134 | $110,165 |
| 130 GE VERNOVA INC | $60,409 | $85,838 |
| 135 VISA INC CL A (V) | $21,762 | $46,604 |
| 145 BROADCOM INC | $37,556 | $41,937 |
| 146 BERKSHIRE HATHAWAY CL-B | $43,944 | $68,894 |
| 146 STRYKER CORP | $54,817 | $57,339 |
| 1483 ISHARES CORE S&P U.S. GROWTH (IUSG) | $213,222 | $230,725 |
| 150 HOME DEPOT INC | $43,051 | $55,127 |
| 155 SALESFORCE INC | $47,438 | $39,898 |
| 1560 U S BANCORP COM NEW | $74,969 | $70,138 |
| 170 EATON CORP PLC SHS (ETN) | $48,494 | $62,118 |
| 171 UNITEDHEALTH GP INC | $80,420 | $42,674 |
| 175 THERMO FISHER SCIENTIFIC | $91,811 | $81,844 |
| 1778 ISHARES CORE MSCI EMERGING (IEMG) | $94,830 | $107,267 |
| 185 JPMORGAN CHASE & CO | $33,385 | $53,390 |
| 185 LOWES COMPANIES INC | $40,672 | $41,360 |
| 185 PALO ALTO NETWORKS INC | $24,418 | $32,116 |
| 1855 ISHARES CORE MSCI EAFE ETF (IEFA) | $137,669 | $151,869 |
| 193 VANGUARD SM CAP GROWTH ETF (VBK) | $57,022 | $54,501 |
| 200 CHUBB LTD (CB) | $30,511 | $53,187 |
| 200 GENL DYNAMICS CORP | $59,369 | $62,322 |
| 205 ABBVIE INC COM (ABBV) | $39,339 | $38,714 |
| 209 ECOLAB INC | $54,074 | $54,708 |
| 211 PROGRESSIVE CORP | $57,783 | $51,070 |
| 220 DOVER CORP | $41,545 | $39,771 |
| 2204 ISHARES CORE S&P U.S. VALUE (IUSV) | $211,474 | $210,262 |
| 224 JOHNSON & JOHNSON | $36,876 | $36,902 |
| 229 VISA INC CL A | $46,849 | $79,112 |
| 230 PALO ALTO NETWORKS INC (PANW) | $22,316 | $39,904 |
| 234 SALESFORCE INC | $41,536 | $60,449 |
| 241 FISERV INC | $49,060 | $33,485 |
| 2473 SPDR PORTFOLIO S&P 600 SMALL (SPSM) | $115,572 | $106,290 |
| 250 CHEVRON CORP (CVX) | $39,260 | $37,752 |
| 260 MORGAN STANLEY | $24,333 | $36,793 |
| 268 VANGUARD SM CAP VALUE ETF (VBR) | $55,505 | $53,136 |
| 2715.686 AMERICAN EUPAC F2 (AEPFX) | $153,858 | $161,991 |
| 275 ABBVIE INC COM (ABBY) | $51,496 | $51,981 |
| 280 DUKE ENERGY CORPORATION | $33,293 | $33,844 |
| 281 CUMMINS INC | $84,391 | $103,301 |
| 285 WALMART INC | $24,223 | $27,686 |
| 2891 SPDR PORTFOLIO S&P 400 MID C (SPMD) | $165,568 | $159,728 |
| 292 BROADCOM INC | $70,234 | $85,760 |
| 300 APPLE INC (AAPL) | $53,573 | $61,857 |
| 315 ALPHABET INC CL A (GOOGL) | $27,730 | $59,759 |
| 330 TJX COS INC NEW (TJX) | $34,800 | $40,923 |
| 345 RTX CORPORATION | $37,111 | $50,774 |
| 349 UBER TECHNOLOGIES INC | $25,441 | $30,625 |
| 360 MEDTRONIC PLC SHS | $33,763 | $32,325 |
| 375 ABBOTT LABORATORIES | $26,536 | $47,307 |
| 380 AMAZON COM INC (AMZN) | $83,265 | $87,327 |
| 391 VANGUARD MIDCAP GROWTH ETF (VDT) | $106,604 | $113,851 |
| 397 BLACKSTONE INC | $56,407 | $68,665 |
| 400 NVIDIA CORPORATION | $47,180 | $70,238 |
| 443 MICROSOFT CORP | $151,052 | $236,341 |
| 45 COSTCO WHOLESALE CORP NEW (COST) | $24,503 | $42,284 |
| 45 TYLER TECHNOLOGIES INC | $19,356 | $26,305 |
| 450 TAPESTRY INC | $38,551 | $44,400 |
| 451 JPMORGAN CHASE & CO | $84,825 | $133,604 |
| 475 CHARLES SCHWAB NEW | $36,871 | $45,039 |
| 49 ELI LILLY & CO (LLY) | $21,911 | $36,263 |
| 50 CATERPILLAR INC | $21,944 | $21,901 |
| 504 GILEAD SCIENCE | $55,964 | $56,594 |
| 510 COCA COLA CO | $34,672 | $34,591 |
| 520 NEXTERA ENERGY INC | $36,933 | $36,933 |
| 54 ELILILLY & CO | $17,867 | $39,964 |
| 56 NETFLIX INC | $33,841 | $64,926 |
| 601 WALMART INC | $51,840 | $58,885 |
| 603 ADVANCED MICRO DEVICES | $65,563 | $106,315 |
| 610 ISHARES CORE S&P 500 ETF (IVV) | $371,007 | $387,289 |
| 627 VANGUARD MID CAP VALUE ETF (VOE) | $104,540 | $104,922 |
| 645 WELLS FARGO & CO NEW (WFC) | $42,700 | $51,029 |
| 650 DUPONT DE NEMOURS INC (DD) | $45,892 | $46,524 |
| 699 CHIPOTLE MEXICAN GRILL INC COM | $35,494 | $29,973 |
| 704 WALT DISNEY CO HLDG CO | $66,681 | $83,853 |
| 721 ALPHABET INC CL A | $71,988 | $138,360 |
| 740 CISCO SYS INC | $43,675 | $49,886 |
| 746 MONSTER BEVERAGE CORP NEW COM | $37,758 | $43,828 |
| 75 QUANTA SERVICES | $19,523 | $30,460 |
| 819 NEXTERA ENERGY INC | $61,114 | $58,198 |
| 830 NVIDIA CORPORATION | $67,932 | $147,632 |
| 865 INVESCO S&P 500 EQUAL WEIGHT E (RSP) | $157,819 | $158,840 |
| 87 TRANE TECHNOLOGIES PLC | $36,140 | $38,113 |
| 90 ORACLE CORP | $16,285 | $22,840 |
| 918 AMAZON COM INC | $151,983 | $214,913 |
| 96 GOLDMAN SACHS GRP INC | $60,401 | $69,465 |
| 982 EXXON MOBIL CORP | $83,786 | $109,630 |
| 994 APPLE INC | $142,292 | $206,325 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,429,771 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,374,534 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 10434.057 KKR REAL ESTATE SELECT TRUST I | FMV | $250,000 | $248,748 |
| 19607.843 BLACKSTONE BCRED | FMV | $500,000 | $493,530 |
| 205 AMERICAN TOWER CORP (AMT) | FMV | $43,363 | $42,720 |
| 21358.394 OAKTREE STRATEGIC CF-I | FMV | $500,000 | $494,233 |
| 250000 BROOKFIELD INFRA - CLASS I ESC | FMV | $0 | $250,000 |
| 250000 HAMILTON LANE PAF (I) ESC | FMV | $0 | $250,000 |
| 295 PROLOGIS INC | FMV | $37,250 | $31,450 |
| 330 WELLTOWER INC | FMV | $35,337 | $53,382 |
| 500000 K-PEC-CLASS I ESC | FMV | $0 | $500,000 |
| 519 PROLOGIC INC COM | FMV | $56,592 | $55,419 |
| 60322 BLACKROCK BATS: SERIES M PTF (BRAMX) | FMV | $551,025 | $503,689 |
| 6971 BLACKROCK BATS: SERIES A PTF | FMV | $65,549 | $66,433 |
| 739 WILLIAMS CO INC | FMV | $43,800 | $44,303 |
| 7917 BLACKROCK BATS: SERIES C PTF (BRACX) | FMV | $77,060 | $71,253 |
| 825 WILLIAMS CO INC | FMV | $47,615 | $49,319 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $82,725 | LegalFeesAmt |
| Net Investment Income | $16,545 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $66,180 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $984,314 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INTERNET AND DATA STORAGE | $105 | $0 | $0 | $105 |
| MA FILING FEES | $125 | $0 | $0 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,568 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,568 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE | Desc |
| Amt | $16,997 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY | CategoryTxt |
| Amt | $74,991 | Amt |
| Net Investment Income | $74,991 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $1,916 | $1,916 | $0 | $0 |
| FEDERAL ESTIMATED TAX PAID | $1,629 | $0 | $0 | $0 |
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