AMELIA PEABODY CHARITABLE FUND TRS: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMELIA PEABODY CHARITABLE FUND TRS (EIN 23-7364949)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-28
- IRS object ID
- 201412099349100506
- Schema version
- 2013v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-28T10:08:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN POST OFFICE SQUARE - 6TH FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021094689 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALEB LORING III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174516178 | PhoneNum |
| Signature | 2014-07-14 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $165,526,953 | 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 | $4,169,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,169,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,879,912 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,876,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,872,143 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,635 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $531 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,145,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,042,575 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $400,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $160,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $240,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $230,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $92,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $138,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $60,088 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $24,035 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,053 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,733 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,093 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,640 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $357,301 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $355,478 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,823 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $140,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $130,916 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,481 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $41,235 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $28,360 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,344 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,016 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,702 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,053 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,357,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $834,768 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $481,866 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,647,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,647,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,005,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $834,768 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,129,066 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,140,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,207,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,671 | CashBOYAmt |
| Cash EOY | $37,229 | CashEOYAmt |
| Cash EOYFMV | $37,229 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,732,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,575,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,575,392 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,894,908 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,894,221 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,751,622 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $80,163,488 | CorporateStockBOYAmt |
| Corporate Stock EOY | $84,323,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $124,653,213 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,431,731 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,304,016 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,156,998 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,800,113 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,222,889 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,185,581 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,441,809 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $274,891 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,208,153 | LandBOYAmt |
| Land EOY | $1,166,918 | LandEOYAmt |
| Land EOYFMV | $1,166,918 | LandEOYFMVAmt |
| Total Assets BOY | $123,294,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,524,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $165,526,953 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $124,551,900 | CapitalStockBOYAmt |
| Capital Stock EOY | $124,551,900 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,257,274 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$27,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,294,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $124,524,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,294,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $124,524,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,294,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,140,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $332,560 | OtherIncreasesAmt |
| Subtotal | $124,767,680 | SubtotalAmt |
| Other Decreases | $243,197 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $124,524,483 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED STATEMENT | P | $14,174,743 | $13,273,807 | $900,936 | $900,936 |
| SEE ATTACHED STATEMENT | P | $26,578,489 | $21,723,254 | $4,855,235 | $4,855,235 |
| CAPITAL GAINS DIVIDENDS | P | $115,972 | $115,972 | $115,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,872,143 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,723,566 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $145,289,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053160 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,633,707 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $145,920,875 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052314 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,312,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $141,697,021 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044550 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,343,892 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $127,858,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041795 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,000,783 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $156,255,934 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057603 | DistributionYr5Rt |
| Total Distribution | 0.249422 | TotalDistributionRt |
| Average Distribution | 0.049884 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $154,237,267 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,693,972 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $92,078 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,786,050 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,129,066 | 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 | $92,078 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92,078 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,842 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $120,842 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28,764 | OverpaymentAmt |
| Applied To ES Tax | $28,764 | 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $26,406 | $0 |
| CHERYL A GIDEON | ||||||||
| 185 DEVONSHIRE STREET SUITE 600 | BOSTON | MA | 02110 | ADMINISTRATOR | 40.00 | $80,000 | $33,609 | $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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH LASALLE STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $382,778 | 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 | $150,788,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,797,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,586,058 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,586,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,348,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,237,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,711,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,711,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,078 | TotalTaxAmt |
| Distributable Before Adj | $7,619,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,619,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,619,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,129,066 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,129,066 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $92,078 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,036,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,619,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,756,765 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,129,066 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,756,765 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,372,301 | 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 | $1,247,484 | 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| 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 (74 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ASSOCIATED EARLY CARE AND EDUCATION | ||||||||
| 95 BERKELEY STREET SUITE 306 | BOSTON | MA | 02116 | NONE | 509(A)1 | CONSTRUCTION | $50,000 | |
| BAY COVE HUMAN SERVICES (KIT CLARK SENIOR SERVICES) | ||||||||
| 66 CANAL STREET | BOSTON | MA | 02114 | NONE | 509(A)1 | RENOVATIONS | $60,000 | |
| BEYOND SOCCER | ||||||||
| 60 ISLAND STREET SUITE 508E | LAWRENCE | MA | 01840 | NONE | 509(A)1 | VEHICLE | $23,500 | |
| BOSTON CENTER FOR THE ARTS | ||||||||
| 539 TREMONT STREET | BOSTON | MA | 02116 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | ||||||||
| 885 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| BOYS & GIRLS CLUB OF BROCKTON - BOYS & GIRLS CLUB OF DORCHESTER | ||||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| BROCKTON NEIGHBORHOOD HEALTH CENTER | ||||||||
| 63 MAIN STREET | BROCKTON | MA | 02301 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION | ||||||||
| 120 CROSS STREET | LOWELL | MA | 01854 | NONE | 509(A)1 | TECHNOLOGY | $22,400 | |
| CAMBRIDGE COMMUNITY CENTER | ||||||||
| 5 CALLENDER STREET | CAMBRIDGE | MA | 02139 | NONE | 509(A)1 | RENOVATIONS | $150,000 | |
| CAPE ANN HISTORICAL ASSOCIATION CAPE ANN MUSEUM | ||||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | NONE | 509(A)1 | RENOVATIONS | $100,000 | |
| CARITAS COMMUNITIES | ||||||||
| 25 BRAINTREE HILL OFFICE PARK SUITE | BRAINTREE | MA | 02184 | NONE | 509(A)1 | CONSTRUCTION | $25,000 | 206 |
| CASTLE PRESERVATION SOCIETY | ||||||||
| PO BOX 687 | MOULTONBOROUGH | NH | 03254 | NONE | 509(A)1 | RESTORATION | $50,000 | |
| CATHOLIC CHARITIES OF BOSTON | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| CENTER FOR BIOBASED ECONOMY | ||||||||
| PO BOX 422 140 JUNCTION ROAD | HARDWICK | VT | 05843 | NONE | 509(A)1 | EQUIPMENT | $30,000 | |
| CHARLES RIVER CONSERVANCY | ||||||||
| 4 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | 509(A)1 | EQUIPMENT | $29,000 | |
| CHURCH OF THE COVENANT | ||||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| COLLEGE BOUND DORCHESTER | ||||||||
| 18 SAMOSET STREET | DORCHESTER | MA | 02124 | NONE | 509(A)1 | RENOVATIONS | $25,000 | |
| COMMUNITY EDUCATION CTR OF NO END & E BOSTON | ||||||||
| PO BOX 544 119 LONDON STREET | EAST BOSTON | MA | 02128 | NONE | 509(A)1 | RENOVATIONS | $15,000 | |
| COMMUNITY HEALTHLINK | ||||||||
| 72 JAQUES AVENUE | WORCESTER | MA | 01610 | NONE | 509(A)1 | RENOVATIONS | $25,000 | |
| COMMUNITY NURSE & HOSPICE CARE | ||||||||
| 62 CENTER STREET | FAIRHAVEN | MA | 02719 | NONE | 509(A)1 | EQUIPMENT | $30,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 509(A)1 | EQUIPMENT | $250,000 | |
| DORCHESTER HOUSE MULTI-SERVICE CENTER | ||||||||
| 1353 DORCHESTER AVE | DORCHESTER | MA | 02122 | NONE | 509(A)1 | VEHICLE | $18,000 | |
| DUDLEY STREET NEIGHBORHOOD INITIATIVE | ||||||||
| 504 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | 509(A)1 | RENOVATIONS | $25,000 | |
| ELIOT SCHOOL TRUSTEES | ||||||||
| 24 ELIOT STREET | JAMAICA PLAIN | MA | 02130 | NONE | 509(A)1 | RENOVATIONS | $25,000 | |
| EMERSON HOSPITAL | ||||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | NONE | 509(A)1 | EQUIPMENT | $50,000 | |
| FINE ARTS WORK CENTER IN PROVINCETOWN | ||||||||
| 24 PEARL STREET | PROVINCETOWN | MA | 02657 | NONE | 509(A)1 | RENOVATIONS | $25,000 | |
| FORSYTH DENTAL INFIRMIARY FOR CHILDREN (FORSYTH INST) | ||||||||
| 245 FIRST STREET | CAMBRIDGE | MA | 02142 | NONE | 509(A)1 | EQUIPMENT | $18,000 | |
| FRIENDS OF THE PUBLIC GARDEN | ||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | 509(A)1 | CONSTRUCTION | $75,000 | |
| GREATER BOSTON CHINESE GOLDEN AGE CENTER | ||||||||
| 75 KNEELAND STREET SUITE 204 | BOSTON | MA | 02111 | NONE | 509(A)1 | FURNISHINGS | $25,000 | |
| GREYHOUND FRIENDS | ||||||||
| 167 SADDLE HILL ROAD | HOPKINTON | MA | 01748 | NONE | 509(A)1 | RENOVATIONS | $15,000 | |
| HOUSE OF SEVEN GABLES | ||||||||
| 115 DERBY STREET | SALEM | MA | 01970 | NONE | 509(A)1 | RENOVATIONS | $25,000 | |
| HYDE SQUARE TASK FORCE | ||||||||
| 375 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | NONE | 509(A)1 | TECHNOLOGY | $25,000 | |
| INDEPENCE HOUSE | ||||||||
| 160 BASSETT LANE | HYANNIS | MA | 02601 | NONE | 509(A)1 | RENOVATIONS | $25,000 | |
| LEAGUE OF NEW HAMPSHIRE CRAFTSMAN INC | ||||||||
| 49 MAIN STREET SUITE 100 | CONCORD | NH | 03301 | NONE | 509(A)1 | VEHICLE & EQUIPMENT | $50,000 | |
| LESLEY UNIVERSITY | ||||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | NONE | 509(A)1 | RENOVATIONS | $200,000 | |
| MERRIMACK VALLEY HOSPICE | ||||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | NONE | 509(A)1 | CONSTRUCTION | $75,000 | |
| NATIONAL EDUCATION FOR ASSISTANCE DOG SERVICES | ||||||||
| PO BOX 213 | WEST BOYLSTON | MA | 01583 | NONE | 509(A)1 | RENOVATIONS | $20,000 | |
| NATIONAL SOCIETY OF THE COLONIAL DAMES IN THE COMM OF MASS | ||||||||
| 55 BEACON STREET | BOSTON | MA | 02108 | NONE | 509(A)1 | RENOVATIONS | $25,000 | |
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND | ||||||||
| PO BOX 1057 | MONTPELIER | VT | 05601 | NONE | 509(A)1 | EQUIPMENT | $50,000 | |
| NEW ENGLAND HOME FOR THE DEAF | ||||||||
| 154 WATER STREET | DANVERS | MA | 01923 | NONE | 509(A)1 | FURNISHINGS | $15,000 | |
| NEW ENGLAND WILDFLOWER SOCIETY | ||||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | NONE | 509(A)1 | RENOVATIONS | $75,000 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 150 NORTH STREET | BOSTON | MA | 02109 | NONE | 509(A)1 | RENOVATIONS | $500,000 | |
| NORTH SHORE MEDICAL CENTER - SALEM HOSPITAL (PARTNERS HEALTHCARE SYSTEM) | ||||||||
| 81 HIGHLAND AVE | SALEM | MA | 01970 | NONE | 509(A)1 | CONSTUCTION | $50,000 | |
| OLD STURBRIDGE VILLAGE | ||||||||
| 1 OLD STURBRIDGE VILLAGE ROAD | STURBRIDGE | MA | 01566 | NONE | 509(A)1 | RENOVATIONS | $63,000 | |
| PARISH OF ALL SAINTS - ASHMONT | ||||||||
| 209 ASHMONT STREET | DORCHESTER | MA | 02124 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| PARISH OF ALL SAINTS - ASHMONT | ||||||||
| 209 ASHMONT STREET | DORCHESTER | MA | 02124 | NONE | 509(A)1 | RENOVATIONS | $405,000 | |
| PARISH OF ALL SAINTS - ASHMONT | ||||||||
| 209 ASHMONT STREET | DORCHESTER | MA | 02124 | NONE | 509(A)1 | RENOVATIONS | $250,000 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | 509(A)1 | EQUIPMENT | $100,000 | |
| PLIMOTH PLANTATION | ||||||||
| PO BOX 1620 | PLYMOUTH | MA | 02362 | NONE | 509(A)1 | RENOVATIONS | $250,000 | |
| PROJECT ADVENTURE INC | ||||||||
| 719 CABOT STREET | BEVERLY | MA | 01915 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| SCHOOL OF THE MUSEUM OF FINE ARTS | ||||||||
| 230 THE FENWAY | BOSTON | MA | 02115 | NONE | 509(A)1 | RENOVATIONS | $125,000 | |
| SEACOAST AFRICAN AMERICAN CULTURAL CENTER | ||||||||
| 10 MIDDLE STREET | PORTSMOUTH | NH | 03801 | NONE | 509(A)1 | CONSTRUCTION | $50,000 | |
| SEVEN HILLS FOUNDATION | ||||||||
| 80 HOPE AVENUE | WORCESTER | MA | 01603 | NONE | 509(A)1 | CONSTRUCTION | $25,000 | |
| SOCIETY FOR PRESERVATION OF N E ANTIQUITIES | ||||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 021142702 | NONE | 509(A)1 | RESTORATION | $75,000 | |
| SOUTH COVE MANOR NURSING & REHAB CENTER | ||||||||
| 120 SHAWMUT AVENUE | BOSTON | MA | 021182293 | NONE | 509(A)1 | EQUIPMENT | $50,000 | |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | ||||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | NONE | 509(A)1 | RENOVATIONS | $25,000 | |
| STRAWBERY BANKE MUSEUM | ||||||||
| PO BOX 300 | PORTSMOUTH | NH | 03802 | NONE | 509(A)1 | RENOVATIONS | $75,000 | |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CTR | ||||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | 509(A)1 | RENOVATIONS | $250,000 | |
| TRUSTEES OF NOBLE HOSPITAL | ||||||||
| 115 WEST SILVER STREET PO BOX 1634 | WESTFIELD | MA | 01085 | NONE | 509(A)1 | RENOVATIONS | $20,000 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| ADVANCEMENT OFFICE LONG HILL 572 | BEVERLY | MA | 01915 | NONE | 509(A)1 | RENOVATIONS | $75,000 | ESSEX STREET |
| TUFTS UNIVERSITY (SCHOOL OF VETERINARY MEDICINE) | ||||||||
| 200 WESTBORO ROAD | NORTH GRAFTON | MA | 01536 | NONE | 509(A)1 | RENOVATIONS | $2,500,000 | |
| UNITED SOUTH END SETTLEMENTS | ||||||||
| 566 COLUMBUS AVE | BOSTON | MA | 02118 | NONE | 509(A)1 | EQUIPMENT | $15,000 | |
| VISITING NURSE & COMMUNITY HEALTH | ||||||||
| 37 BROADWAY SUITE 2 | ARLINGTON | MA | 024745552 | NONE | 509(A)1 | TECHNOLOGY | $30,000 | |
| VISITING NURSE ASSOCIATION - GREATER MEDFORD | ||||||||
| 278 MYSTIC AVENUE SUITE 204 | MEDFORD | MA | 02155 | NONE | 509(A)1 | TECHNOLOGY | $50,000 | |
| VNA - HOME HEALTH CARE HOSPICE & COMMUNITY SERVICE KEENE NH | ||||||||
| 312 MARLBORO STREET PO BOX 564 | KEENE | NH | 03431 | NONE | 509(A)1 | VEHICLE | $10,000 | |
| WELLSPRING HOUSE | ||||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| WILDLANDS TRUST | ||||||||
| PO BOX 2282 | DUXBURY | MA | 02331 | NONE | 509(A)1 | RENOVATIONS | $35,000 | |
| YMCA - GREATER WESTFIELD | ||||||||
| 67 COURT STREET | WESTFIELD | MA | 01085 | NONE | 509(A)1 | RENOVATIONS | $56,000 | |
| YMCA - MERRIMACK VALLEY | ||||||||
| 101 AMESBURY STREET 4TH FLOOR | LAWRENCE | MA | 01840 | NONE | 509(A)1 | CONSTRUCTION | $75,000 | |
| YMCA - OLD COLONY (BROCKTON) | ||||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | NONE | 509(A)1 | CONSTRUCTION | $50,000 | |
| YMCA - PITTSFIELD | ||||||||
| 292 NORTH STREET | PITTSFIELD | MA | 01201 | NONE | 509(A)1 | RENOVATIONS | $50,000 | |
| YMCA - SOUTH SHORE QUINCY | ||||||||
| 79 CODDINGTON STREET | QUINCY | MA | 02169 | NONE | 509(A)1 | CONSTRUCTION | $50,000 | |
| YMCA - WENDELL P CLARK MEMORIAL | ||||||||
| 155 CENTRAL STREET | WINCHENDON | MA | 01475 | NONE | 509(A)1 | CONSTRUCTION | $100,000 | |
| YWCA - GREATER NEWBURYPORT | ||||||||
| 13 MARKET STREET | NEWBURYPORT | MA | 01950 | NONE | RENOVATIONS | $42,300 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,647,200 | 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 | $4,169,901 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $531 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,879,912 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIV DISTRIBUTION | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,104 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,058,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,058,448 | 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| 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 | $13,000 | $5,200 | $7,800 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| PRINTER | 2003-01-29 | $949 | $949 | SL | 5.000000000000 | $0 | $0 |
| HOT WATER HEATER | 2002-06-20 | $806 | $806 | SL | 5.000000000000 | $0 | $0 |
| SHREDDER | 2001-12-10 | $839 | $839 | SL | 5.000000000000 | $0 | $0 |
| COPY MACHINE | 2001-04-02 | $7,173 | $7,173 | SL | 5.000000000000 | $0 | $0 |
| DRAWERS - LIBRARY | 2001-01-11 | $204 | $204 | SL | 5.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2000-07-01 | $1,166 | $1,166 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 2000-07-01 | $7,250 | $7,250 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE | 2000-07-01 | $18,261 | $18,261 | SL | 5.000000000000 | $0 | $0 |
| FACSIMILE MACHINE AND INSURANCE | 1998-07-02 | $2,244 | $2,244 | SL | 5.000000000000 | $0 | $0 |
| 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 |
| PRINTER | 2006-07-12 | $1,300 | $1,300 | 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 | $140,070 | SL | 39.000000000000 | $32,016 | $0 |
| DESK AND CHAIRS | 2008-09-01 | $9,147 | $7,926 | SL | 5.000000000000 | $1,221 | $0 |
| CONFERENCE TABLE | 2008-10-14 | $2,318 | $1,972 | SL | 5.000000000000 | $346 | $0 |
| BOOKCASES | 2008-12-22 | $822 | $656 | SL | 5.000000000000 | $165 | $0 |
| TELEPHONE | 2008-08-18 | $4,804 | $4,167 | SL | 5.000000000000 | $634 | $0 |
| COMPUTER HARDWARE | 2008-09-12 | $6,308 | $5,469 | SL | 5.000000000000 | $839 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | 2008-09-12 | $99,755 | $11,191 | SL | 39.000000000000 | $2,558 | $0 |
| COLOR COPIER | 2008-03-17 | $10,356 | $9,837 | SL | 5.000000000000 | $519 | $0 |
| AIR CONDITIONER | 2010-07-27 | $5,733 | $2,771 | SL | 5.000000000000 | $1,146 | $0 |
| COMPUTER | 2011-06-01 | $2,600 | $606 | SL | 5.000000000000 | $909 | $0 |
| FURNITURE (COUCH, LAMPS) | 2011-11-28 | $1,192 | $40 | SL | 5.000000000000 | $586 | $0 |
| SERVER BATTERY | 2012-07-11 | $200 | $40 | SL | 5.000000000000 | $40 | $0 |
| APPLE LAPTOP | 2012-11-06 | $1,279 | $257 | SL | 5.000000000000 | $256 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PROCEEDS FROM SECURITIES SETTLEMENT | PURCHASED | $464 | $0 | $464 |
| PROCEEDS FROM EDS SETTLEMENT | PURCHASED | $4,625 | $0 | $4,625 |
| PROCEEDS FROM SECURITIES SETTLEMENT | PURCHASED | $2,680 | $0 | $2,680 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS-PUBLICLY TRADED | BondNm |
| EOY Book Value | $8,304,016 | EOYBookValueAmt |
| EOYFMV | $9,156,998 | 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 | $84,323,818 | EOYBookValueAmt |
| EOYFMV | $124,653,213 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,878,736 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,663,344 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,015,485 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,088,278 | 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 | $8,222,889 | $6,899,108 |
| PARTNERSHIP-PUBLICLY TRADED | AT COST | $3,000,000 | $3,286,473 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| PRINTER | $949 | $949 | $0 |
| HOT WATER HEATER | $806 | $806 | $0 |
| SHREDDER | $839 | $839 | $0 |
| COPY MACHINE | $7,173 | $7,173 | $0 |
| DRAWERS - LIBRARY | $204 | $204 | $0 |
| LEASEHOLD IMPROVEMENTS | $1,166 | $1,166 | $0 |
| EQUIPMENT | $7,250 | $7,250 | $0 |
| FURNITURE | $18,261 | $18,261 | $0 |
| FACSIMILE MACHINE AND INSURANCE | $2,244 | $2,244 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | $4,852 | $4,852 | $0 |
| COMPUTER AND PERIPHERAL EQUIPMENT | $3,260 | $3,260 | $0 |
| PRINTER | $1,300 | $1,300 | $0 |
| SERVER, SOFTWARE & MANUAL | $350 | $350 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $1,248,641 | $172,086 | $1,076,555 |
| DESK AND CHAIRS | $9,147 | $9,147 | $0 |
| CONFERENCE TABLE | $2,318 | $2,318 | $0 |
| BOOKCASES | $822 | $821 | $1 |
| TELEPHONE | $4,804 | $4,801 | $3 |
| COMPUTER HARDWARE | $6,308 | $6,308 | $0 |
| 185 DEVONSHIRE STREET, UNIT 600 | $99,755 | $13,749 | $86,006 |
| COLOR COPIER | $10,356 | $10,356 | $0 |
| AIR CONDITIONER | $5,733 | $3,917 | $1,816 |
| COMPUTER | $2,600 | $1,515 | $1,085 |
| FURNITURE (COUCH, LAMPS) | $1,192 | $626 | $566 |
| SERVER BATTERY | $200 | $80 | $120 |
| APPLE LAPTOP | $1,279 | $513 | $766 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CASNER & EDWARDS | CategoryTxt |
| Legal Fees | $2,733 | LegalFeesAmt |
| Net Investment Income | $1,093 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,640 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DIVIDENDS & INTEREST - 2013 BOOK VS TAX ADJUSTMENT | $119,121 |
| NONDIVIDEND DISTRIBUTION 2013 - BOOK VS TAX | $8,104 |
| CAPITAL GAINS DISTRIBUTIONS 2013 BOOKS VS TAX | $115,972 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $12,860 | $5,144 | $7,716 |
| INSURANCE | $7,340 | $2,936 | $4,404 |
| MA FILING FEE | $500 | $0 | $500 |
| OFFICE EXPENSES AND SUPPLIES | $8,540 | $3,416 | $5,124 |
| POSTAGE | $1,091 | $436 | $655 |
| UTILITIES | $3,885 | $1,554 | $2,331 |
| CONFERENCES | $487 | $195 | $292 |
| MISCELLANEOUS | $15,052 | $6,021 | $9,031 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $531 | $531 | $531 |
| NONDIV DISTRIBUTION | $8,104 | $8,104 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REALIZED GAINS - 2013 BOOK VS TAX ADJUSTMENT | $287,410 |
| FOREIGN TAXES - 2013 BOOK VS TAX ADJUSTMENT | $26,218 |
| INVESTMENT ADVISORY FEES PAID - 2013 BOOK VS TAX ADJUSTMENT | $18,847 |
| OTHER TAX EXPENSE 2013 - BOOK VS TAX | $85 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPLETE NETWORK SOLUTIONS - HARDWARE | $1,823 | $0 | $1,823 |
| INVESTMENT ADVISORY FEES | $347,778 | $347,778 | $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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUSAN B RICE TRUSTEE CHOATE LLP TWO | AddressLine1 |
| Address Line2 | INTL PLACE | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON FOREIGN DIVIDEND | $124,596 | $124,596 | $0 |
| PAYROLL TAXES | $15,801 | $6,320 | $9,481 |
| OTHER TAX EXPENSE | $85 | $0 | $0 |
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