PAINE CHARITY FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PAINE CHARITY FUND (EIN 04-6013050)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349100913
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T13:00:06-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021083204 | 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 | 046013050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN D AND SUSAN W PAINE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAIN | BusinessNameControlTxt |
| Phone | 6175231635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021083204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER B HUNT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2014-05-07 | PreparationDt |
| 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 | $827,446 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $19,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $15,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,915 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,575 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,575 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,441 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,441 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $307 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $177 | CashBOYAmt |
| Cash EOY | $113 | CashEOYAmt |
| Cash EOYFMV | $113 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,397 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $512,138 | CorporateStockBOYAmt |
| Corporate Stock EOY | $468,065 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $610,529 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $250,380 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $199,974 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $201,407 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $786,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $683,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $827,446 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $786,918 | CapitalStockBOYAmt |
| Capital Stock EOY | $683,549 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $786,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $683,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $786,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $683,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $786,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $683,549 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $683,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 240. ABBOTT LABS | 2012-03-27 | 2013-12-20 | $9,065 | $7,087 | $1,978 | $1,978 |
| 330. BARRICK GOLD CORP | 2012-03-27 | 2013-12-20 | $5,471 | $14,501 | -$9,030 | -$9,030 |
| 70. CVS CORP | 2012-03-27 | 2013-12-20 | $4,929 | $3,185 | $1,744 | $1,744 |
| 135. CENOVUS ENERGY INC | 2012-03-27 | 2013-12-20 | $3,731 | $4,933 | -$1,202 | -$1,202 |
| 100. COLGATE PALMOLIVE CO | 2012-03-27 | 2013-12-20 | $6,431 | $4,853 | $1,578 | $1,578 |
| 25. JOHNSON & JOHNSON | 1901-01-01 | 2013-12-20 | $2,309 | $146 | $2,163 | $2,163 |
| 50000. MERCK & CO INC NEW NT DTD 09/13/2012 1.1 | 2012-10-16 | 2013-12-20 | $48,782 | $50,350 | -$1,568 | -$1,568 |
| 100. PAYCHEX INC | 2012-03-27 | 2013-12-20 | $4,465 | $3,218 | $1,247 | $1,247 |
| 875. STAPLES INC | 2012-03-27 | 2013-12-02 | $13,458 | $14,595 | -$1,137 | -$1,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,227 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,436 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $858,504 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.219493 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $264,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,073,026 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.24662 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,656 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,005,291 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115047 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,385 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $900,317 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,939 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,086,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095697 | DistributionYr5Rt |
| Total Distribution | 0.750592 | TotalDistributionRt |
| Average Distribution | 0.150118 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $854,111 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,217 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $106,110 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $297 | OverpaymentAmt |
| Applied To ES Tax | $297 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175231635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN W PAINE | ||||||
| 90 BRATTLE STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 1 | $0 |
| ROGER B HUNT | ||||||
| ONE POST OFFICE SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1 | $0 |
| W NICHOLAS THORNDIKE | ||||||
| 10 WALNUT PLACE | BROOKLINE | MA | 02445 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $867,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $867,118 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $867,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $854,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $303 | TotalTaxAmt |
| Distributable Before Adj | $42,403 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,403 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,110 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $106,110 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $106,110 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,325 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,743 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $211,274 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $160,725 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $509,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,110 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,403 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,707 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $573,511 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $50,325 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $523,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,737 | ExcessFromYear4Amt |
| Excess From Year3 | $65,743 | ExcessFromYear3Amt |
| Excess From Year2 | $211,274 | ExcessFromYear2Amt |
| Excess From Year1 | $160,725 | ExcessFromYear1Amt |
| Excess From Current Year | $63,707 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ARCHIVES PROGRAM | $15,000 | |
| AMERICAN ANTIQUARIAN SOCIETY | ||||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $1,000 | |
| THE BOSTON ATHENAEUM | ||||||||
| 10 1/2 BEACON STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $10,000 | |
| BOSTON BALLET | ||||||||
| 19 CLANRENDON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $2,000 | OFFICE OF INSTITUTIONAL ADVANCEMENT |
| BOSTON PRESERVATION ALLIANCE | ||||||||
| 45 SCHOOL STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $250 | |
| BRATTLE FILM FOUNDATION | ||||||||
| 40 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $500 | |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $3,000 | |
| THE CLARK | ||||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $2,500 | MEMBERSHIP OFFICE |
| COTTING SCHOOL | ||||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $500 | |
| DANFORTH MUSEUM OF ART | ||||||||
| 123 UNION AVENUE | FRAMINGHAM | MA | 01702 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $1,000 | |
| EMERALD NECKLACE CONSERVANCY | ||||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $500 | |
| EPISCOPAL DIOCESE OF MASSACHUSETTS | ||||||||
| 138 TREMONT STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $200 | |
| FAMILY TO FAMILY PROJECT | ||||||||
| 14 BEACON STREET SUITE 202 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $500 | |
| FRIENDS OF MOUNT AUBURN CEMETERY | ||||||||
| 580 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 | |
| FRIENDS OF THE PUBLIC GARDEN | ||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $250 | |
| HARVARD ART MUSEUMS | ||||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | FELLOWS RENEWAL PATRONS | $1,000 | |
| INSTITUTE OF CONTEMPORARY ART | ||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | DIRECTOR'S CIRCLE SUPPORT | $2,000 | |
| ISABELLA STEWART GARDNER MUSEUM | ||||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $500 | |
| MANOMET CENTER FOR CONSERVATION | ||||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $1,000 | SCIENCES |
| MASSACHUSETTS AUDUBON SOCIETY | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $2,500 | |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $500 | |
| MASSART FOUNDATION | ||||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| THE MEMORIAL CHURCH | ||||||||
| ONE HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL SUPPORT | $500 | HARVARD UNIVERSITY |
| MUSEUM OF FINE ARTS BOSTON | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | DIRECTORS CIRCLE PATRON | $30,000 | |
| PEABODY ESSEX MUSEUM | ||||||||
| EAST INDIA SQUARE | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | MARINE ASSOCIATES & LIBRARY | $3,500 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $500 | |
| RALPH LOWELL SOCIETY WGBH | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $5,000 | |
| SOCIETY OF ARTS & CRAFTS | ||||||||
| 175 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL SUPPORT | $2,000 | |
| SOCIETY OF SAINT JOHN | ||||||||
| PO BOX 382601 | CAMBRIDGE | MA | 02238 | NONE | PUBLIC CHARITY | ANNUAL FUND | $500 | THE EVENGELIST |
| THE CHARLES ELLIOT SOCIETY | ||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $2,500 | TRUSTEES OF RESERVATIONS |
| URBAN IMPROV | ||||||||
| 8 ST JOHN STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $1,000 | |
| VNA CARE NETWORK & HOSPICE | ||||||||
| 65 CHILTON STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $500 | |
| 909 WBUR BOSTON UNIVERSITY | ||||||||
| PO BOX 9235 | CHELSEA | MA | 02150 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $250 | |
| WILLIAMS COLLEGE MUSEUM OF ART | ||||||||
| 15 LAWRENCE HALL DRIVE SUITE 2 | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC CHARITY | STODDARD FELLOW | $2,000 | |
| THE CAMBRIDGE HISTORICAL SOCIETY | ||||||||
| 159 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $250 | |
| FULLER CRAFT MUSEUM | ||||||||
| 455 OAK STREET | BROCKTON | MA | 02301 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $1,000 | |
| ANNA MYER AND DANCERS | ||||||||
| 536 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $500 | |
| PROJECT STEP | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $300 | |
| ROSIE'S PLACE | ||||||||
| PO BOX 51399 | BOSTON | MA | 02205 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $200 | |
| SCHOOL OF THE MUSEUM OF FINE ARTS | ||||||||
| 230 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $600 | |
| US FUND FOR UNICEF | ||||||||
| 420 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL APPEAL | $300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,688 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,900 | Amt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PROCTER & GAMBLE DEB 1.45% | $50,494 | $50,730 |
| AT&T INC GLDB DEB 1.6% | $49,917 | $49,930 |
| MERCK & CO NEW NT 1.1% | ||
| AMGEN INC SENIOR NT 3.45% | $50,408 | $50,734 |
| WELLS FARGO CO 3.5% | $49,155 | $50,013 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX FUND | ||
| WINDSOR FUND | ||
| VANGUARD BROKERAGE SERVICES | ||
| AFLAC INC | $14,748 | $21,042 |
| ABBOTT LABORATORIES | ||
| ANADARKO PETROLEUM CORP | $14,541 | $14,674 |
| APACHE CORP | $14,741 | $12,461 |
| APPLE INC | $15,345 | $14,026 |
| CVS CAREMARK CORPORATION | $11,377 | $17,893 |
| CARMAX INC | $14,840 | $19,984 |
| CATEPILLAR INC | $14,653 | $12,259 |
| CHEVRON CORP NEW | $14,521 | $16,863 |
| CISCO SYSTEMS INC | $14,694 | $15,701 |
| COLGATE PALMOLIVE CO | $9,705 | $13,042 |
| COSTCO WHOLESALE CORP NEW | $14,660 | $19,043 |
| EMERSON ELECTRIC CO | $14,693 | $20,001 |
| EXXON MOBIL CORP | $14,777 | $17,204 |
| GENERAL ELECTRIC CO | $14,687 | $20,462 |
| HOME DEPOT INC | $14,582 | $23,879 |
| INTEL CORP | $14,704 | $13,497 |
| IBM CORP | $409 | $13,130 |
| JPMORGAN CHASE & CO | $14,738 | $18,714 |
| JOHNSON & JOHNSON | $1,168 | $18,318 |
| LINEAR TECHNOLOGY CORP | $14,622 | $19,814 |
| PAYCHEX INC | $11,263 | $15,936 |
| PFIZER INC | $14,940 | $20,216 |
| PROCTER & GAMBLE CO | $14,485 | $17,503 |
| STAPLES INC | ||
| STRYKER CORP | $14,726 | $19,912 |
| TJX COS INC NEW | $14,874 | $23,899 |
| 3M CO | $14,760 | $23,141 |
| UNITED PARCEL SERVICE CLASS B | $14,527 | $18,914 |
| UNITED TECHNOLOGIES CORP | $14,622 | $19,915 |
| VERIZON COMMUNICATIONS INC | $14,365 | $18,182 |
| WELLS FARGO & CO NEW | $14,508 | $19,295 |
| BARRICK GOLD CORP | ||
| CENOVUS ENERGY INC | $9,684 | $7,592 |
| ENCANA CORP | $11,836 | $10,830 |
| SUNCOR ENERGY INC | $14,570 | $15,422 |
| TORONTO DOMINION BANK ONT NEW | $14,570 | $16,021 |
| ABBVIE INC | $7,685 | $12,674 |
| BANK OF NOVA SCOTIA | $8,445 | $9,070 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $4,575 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,575 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $4,441 | Amt |
| Net Investment Income | $4,441 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $307 | $307 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $7,599 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $600 | $0 | $0 |
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