PAINE CHARITY FUND: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PAINE CHARITY FUND (EIN 04-6013050)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201301349349102135
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T15:20:25-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046013050 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN D AND SUSAN W PAINE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PAIN | NameControl |
| Phone | 6175231635 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER B HUNT | Name |
| Title | TRUSTEE | Title |
| Phone | 6175231635 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN D CRAVEN | Name |
| Phone | 6175231635 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 813672 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 24675 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 24675 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 745840 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1003826 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 745840 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 770515 | TotalRevenueAndExpenses |
| Total Net Investment Income | 770515 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Rev And Expnss | 6566 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 4925 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1642 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5223 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3917 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1306 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 949 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 949 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 12738 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9791 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2948 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 193095 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 193095 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 205833 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9791 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 196043 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 564682 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 760724 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 177 | CashEOY |
| Cash EOYFMV | 177 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 26712 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 24223 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 24223 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 195524 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 512138 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 530922 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 250380 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 258350 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 222236 | TotalAssetsBOY |
| Total Assets EOY | 786918 | TotalAssetsEOY |
| Total Assets EOYFMV | 813672 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 757290 | CapitalStockBOY |
| Capital Stock EOY | 786918 | CapitalStockEOY |
| Retained Earnings BOY | -535054 | RetainedEarningsBOY |
| Total Net Assets BOY | 222236 | TotalNetAssetsBOY |
| Total Net Assets EOY | 786918 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 222236 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 786918 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 222236 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 564682 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 786918 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 786918 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 315. BP AMOCO PLC ADR | 2012-03-27 | 2012-05-17 | 11885 | 14216 | -2331 | -2331 |
| 50000. HEWLETT PACKARD CO GLBL NT DTD 03/12/201 | 2012-04-04 | 2012-10-16 | 49200 | 49968 | -768 | -768 |
| 930. INTERNATIONAL BUSINESS MACHS CORP | 1901-01-01 | 2012-03-27 | 192756 | 5431 | 187325 | 187325 |
| 1775. JOHNSON & JOHNSON | 1901-01-01 | 2012-03-27 | 115959 | 10366 | 105593 | 105593 |
| 4000. MICROSOFT CORP | 1901-01-01 | 2012-03-27 | 129918 | 23360 | 106558 | 106558 |
| 2000. NOVARTIS AG BEARER | 1991-01-01 | 2012-03-27 | 110618 | 11680 | 98938 | 98938 |
| 1500. PEPSICO INC | 1901-01-01 | 2012-03-27 | 98908 | 8760 | 90148 | 90148 |
| 3400. STARBUCKS CORP | 1901-01-01 | 2012-03-27 | 191378 | 19856 | 171522 | 171522 |
| 22.882 VANGUARD WINDSOR ADM | 2011-12-01 | 2012-01-04 | 1007 | 1247 | -240 | -240 |
| 1369.228 VANGUARD WINDSOR ADM | 2011-01-01 | 2012-01-04 | 60232 | 74646 | -14414 | -14414 |
| 7.375 VANGUARD 500 INDEX FUND - ADMIRAL SHARES | 2011-12-01 | 2012-01-04 | 868 | 795 | 73 | 73 |
| 349.345 VANGUARD 500 INDEX FUND - ADMIRAL SHARES | 2011-01-01 | 2012-01-04 | 41097 | 37661 | 3436 | 3436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 745840 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 264630 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1073026 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.24662 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 115656 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1005291 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.115047 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 66385 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 900317 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073735 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 103939 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1086125 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.095697 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 13039 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1317680 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.009895 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.540994 | TotalDistributionRatio |
| Average Distribution Ratio | 0.108199 | AverageDistributionRatio |
| Net Noncharitable Assets | 858504 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 92889 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7607 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 100496 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 196043 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7607 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7607 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7607 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 15 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 15 | TotalCreditsAndPayments |
| Penalty For Underpayment | 7 | PenaltyForUnderpayment |
| Tax Due | 7599 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6175231635 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 871578 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 871578 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 871578 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13074 | CashDeemedCharitable |
| Net Noncharitable Assets | 858504 | NetNoncharitableAssets |
| Minimum Investment Return | 42925 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42925 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7607 | TaxBasedOnInvestmentIncome |
| Total Tax | 7607 | TotalTax |
| Distributable Amount Before Adj | 35318 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 35318 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 35318 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 196043 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 196043 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7607 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 188436 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35318 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 50325 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 21737 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 65743 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 211274 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 349079 | TotalExcessDistriCarryover |
| Qualifying Distributions | 196043 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 35318 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 160725 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 509804 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 509804 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 50325 | ExcessFromYear4 |
| Excess From Year3 | 21737 | ExcessFromYear3 |
| Excess From Year2 | 65743 | ExcessFromYear2 |
| Excess From Year1 | 211274 | ExcessFromYear1 |
| Excess From Current Year | 160725 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOSTON SYMPHONY ORCHESTRA | |||||||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | EXEMPT | UNRESTRICTED FUND | $105,495 | ||||||
| AMERICAN ANTIQUARIAN SOCIETY | |||||||||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | EXEMPT | ANNUAL APPEAL | $1,000 | ||||||
| THE BOSTON ATHENAEUM | |||||||||||||
| 10 1/2 BEACON STREET | BOSTON | MA | 02108 | NONE | EXEMPT | ANNUAL APPEAL | $10,000 | ||||||
| BOSTON BALLET | |||||||||||||
| 19 CLANRENDON STREET | BOSTON | MA | 02116 | NONE | EXEMPT | ANNUAL APPEAL | $2,000 | OFFICE OF INSTITUTIONAL ADVANCEMENT | |||||
| BOSTON PRESERVATION ALLIANCE | |||||||||||||
| 45 SCHOOL STREET | BOSTON | MA | 02108 | NONE | EXEMPT | ANNUAL APPEAL | $250 | ||||||
| BRATTLE FILM FOUNDATION | |||||||||||||
| 40 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | EXEMPT | ANNUAL APPEAL | $500 | ||||||
| BREAKTHROUGH GREATER BOSTON | |||||||||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02138 | NONE | EXEMPT | ANNUAL APPEAL | $250 | ||||||
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | EXEMPT | ANNUAL APPEAL | $3,000 | ||||||
| THE CAMBRIDGE HISTORICAL SOCIETY | |||||||||||||
| 159 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | EXEMPT | ANNUAL APPEAL | $250 | HOOPER LEE NICHOLS HOUSE | |||||
| THE CLARK | |||||||||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | NONE | EXEMPT | ANNUAL APPEAL | $2,500 | MEMBERSHIP OFFICE | |||||
| COTTING SCHOOL | |||||||||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | NONE | EXEMPT | ANNUAL APPEAL | $500 | ||||||
| DANFORTH MUSEUM OF ART | |||||||||||||
| 123 UNION AVENUE | FRAMINGHAM | MA | 01702 | NONE | EXEMPT | ANNUAL APPEAL | $1,000 | ||||||
| EMERALD NECKLACE CONSERVANCY | |||||||||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | NONE | EXEMPT | ANNUAL APPEAL | $500 | ||||||
| EPISCOPAL DIOCESE OF MASSACHUSETTS | |||||||||||||
| 138 TREMONT STREET | BOSTON | MA | 02111 | NONE | EXEMPT | TOGETHER NOW CAMPAIGN | $2,500 | ||||||
| FAMILY TO FAMILY PROJECT | |||||||||||||
| 14 BEACON STREET SUITE 202 | BOSTON | MA | 02108 | NONE | EXEMPT | ANNUAL APPEAL | $500 | ||||||
| FRIENDS OF MOUNT AUBURN CEMETERY | |||||||||||||
| 580 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | EXEMPT | ANNUAL FUND | $2,500 | ||||||
| FRIENDS OF THE PUBLIC GARDEN | |||||||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | EXEMPT | ANNUAL APPEAL | $250 | ||||||
| GREAT DIXTER CHARITABLE TRUST | |||||||||||||
| NONE | EXEMPT | ANNUAL SUPPORT | $1,000 | GREATER DIXTER | NORTHIAM RYE | EAST SUSSEX | UK | TN31 6PH | |||||
| HARVARD ART MUSEUMS | |||||||||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | EXEMPT | FELLOWS RENEWAL PATRONS | $1,000 | ||||||
| INSTITUTE OF CONTEMPORARY ART | |||||||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | NONE | EXEMPT | ANNUAL APPEAL | $2,000 | ||||||
| ISABELLA STEWART GARDNER MUSEUM | |||||||||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | EXEMPT | ANNUAL APPEAL | $500 | ||||||
| MANOMET CENTER FOR CONSERVATION | |||||||||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | EXEMPT | ANNUAL APPEAL | $1,000 | SCIENCES | |||||
| MASSACHUSETTS AUDUBON SOCIETY | |||||||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | EXEMPT | ANNUAL APPEAL | $2,500 | ||||||
| MASSACHUSETTS HISTORICAL SOCIETY | |||||||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | EXEMPT | ANNUAL APPEAL | $500 | ||||||
| MASSART FOUNDATION | |||||||||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | EXEMPT | ANNUAL FUND | $1,000 | ||||||
| THE MEMORIAL CHURCH | |||||||||||||
| ONE HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | EXEMPT | ANNUAL SUPPORT | $1,000 | HARVARD UNIVERSITY | |||||
| MUSEUM OF FINE ARTS BOSTON | |||||||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | EXEMPT | DIRECTORS CIRCLE, | $32,100 | ||||||
| PEABODY ESSEX MUSEUM | |||||||||||||
| EAST INDIA SQUARE | SALEM | MA | 01970 | NONE | EXEMPT | MARINE ASSOCIATES & LIBRARY | $3,500 | ||||||
| PINE STREET INN | |||||||||||||
| PO BOX 55945 | BOSTON | MA | 02205 | NONE | EXEMPT | ANNUAL APPEAL | $500 | ||||||
| RALPH LOWELL SOCIETY WGBH | |||||||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | EXEMPT | ANNUAL APPEAL | $5,000 | ||||||
| SOCIETY OF ARTS & CRAFTS | |||||||||||||
| 175 NEWBURY STREET | BOSTON | MA | 02116 | NONE | EXEMPT | ANNUAL SUPPORT | $2,000 | ||||||
| SOCIETY OF SAINT JOHN | |||||||||||||
| PO BOX 382601 | CAMBRIDGE | MA | 02238 | NONE | EXEMPT | ANNUAL FUND | $500 | THE EVENGELIST | |||||
| THE CHARLES ELLIOT SOCIETY | |||||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NONE | EXEMPT | ANNUAL APPEAL | $2,500 | TRUSTEES OF RESERVATIONS | |||||
| URBAN IMPROV | |||||||||||||
| 8 ST JOHN STREET | JAMAICA PLAIN | MA | 02130 | NONE | EXEMPT | ANNUAL APPEAL | $1,000 | ||||||
| VNA CARE NETWORK & HOSPICE | |||||||||||||
| 5 FEDERAL STREET | DANVERS | MA | 01923 | NONE | EXEMPT | ANNUAL APPEAL | $500 | ||||||
| 909 WBUR BOSTON UNIVERSITY | |||||||||||||
| PO BOX 9235 | CHELSEA | MA | 02150 | NONE | EXEMPT | ANNUAL APPEAL | $250 | ||||||
| WILLIAMS COLLEGE MUSEUM OF ART | |||||||||||||
| 15 LAWRENCE HALL DRIVE SUITE 2 | WILIAMSTOWN | MA | 01267 | NONE | EXEMPT | STODDARD FELLOW | $1,500 | ||||||
| THE WOMEN'S LUNCH PLACE | |||||||||||||
| PO BOX 170900 | BOSTON | MA | 02117 | NONE | EXEMPT | ANNUAL SUPPORT | $250 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 193095 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24,675 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $745,840 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $770,515 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 770515 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PROCTER & GAMBLE DEB 1.45% | 50494 | 50948 |
| AT&T INC GLDB DEB 1.6% | 49917 | 50587 |
| MERCK & CO NEW NT 1.1% | 50405 | 49961 |
| AMGEN INC SENIOR NT 3.45% | 50408 | 53521 |
| WELLS FARGO CO 3.5% | 49156 | 53333 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (40 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD 500 INDEX FUND | ||
| WINDSOR FUND | ||
| VANGUARD BROKERAGE SERVICES | ||
| AFLAC INC | 14748 | 16733 |
| ABBOTT LABORATORIES | 14772 | 15720 |
| ANADARKO PETROLEUM CORP | 14541 | 13747 |
| APACHE CORP | 14741 | 11383 |
| APPLE INC | 15345 | 13304 |
| CVS CAREMARK CORPORATION | 14562 | 15472 |
| CARMAX INC | 14840 | 15955 |
| CATEPILLAR INC | 14653 | 12097 |
| CHEVRON CORP NEW | 14521 | 14599 |
| CISCO SYSTEMS INC | 14694 | 13755 |
| COLGATE PALMOLIVE CO | 14558 | 15681 |
| COSTCO WHOLESALE CORP NEW | 14660 | 15797 |
| EMERSON ELECTRIC CO | 14693 | 15094 |
| EXXON MOBIL CORP | 14777 | 14714 |
| GENERAL ELECTRIC CO | 14687 | 15323 |
| HOME DEPOT INC | 14582 | 17937 |
| INTEL CORP | 14704 | 10722 |
| IBM CORP | 409 | 13409 |
| JPMORGAN CHASE & CO | 14738 | 14070 |
| JOHNSON & JOHNSON | 1314 | 15773 |
| LINEAR TECHNOLOGY CORP | 14622 | 14921 |
| PAYCHEX INC | 14481 | 13995 |
| PFIZER INC | 14940 | 16552 |
| PROCTER & GAMBLE CO | 14485 | 14596 |
| STAPLES INC | 14595 | 9975 |
| STRYKER CORP | 14726 | 14527 |
| TJX COS INC NEW | 14874 | 15919 |
| 3M CO | 14760 | 15320 |
| UNITED PARCEL SERVICE CLASS B | 14527 | 13271 |
| UNITED TECHNOLOGIES CORP | 14622 | 14352 |
| VERIZON COMMUNICATIONS INC | 14365 | 16010 |
| WELLS FARGO & CO NEW | 14508 | 14527 |
| BARRICK GOLD CORP | 14501 | 11553 |
| CENOVUS ENERGY INC | 14617 | 13416 |
| ENCANA CORP | 11836 | 11856 |
| SUNCOR ENERGY INC | 14570 | 14511 |
| TORONTO DOMINION BANK ONT NEW | 14570 | 14336 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | Category |
| Amount | $6,566 | Amount |
| Net Investment Income | 4925 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1642 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| AUDIT & ACCOUNTING FEES (ALLOC | $2,500 | 1875 | 625 |
| INVESTMENT MGMT FEES-SUBJECT T | $2,723 | 2042 | 681 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $949 | Amount |
| Net Investment Income | 949 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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