KING SPRUCE COMPANY: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- KING SPRUCE COMPANY (EIN 01-6009168)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-01-18
- IRS object ID
- 201100189349100200
- Schema version
- 2009v1.4
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-18T07:21:39-06:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | stack & Stack llp | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 393 totten pond road suite 303 | AddressLine1 |
| City | waltham | City |
| State | MA | State |
| ZIP Code | 02451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016009168 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING SPRUCE COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KING | NameControl |
| Phone | 6172273111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS STREET No 410 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EUGENE H CLAPP III | Name |
| Title | president | Title |
| Phone | 6172273111 | Phone |
| Date Signed | 2011-01-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY L STACK | Name |
| Phone | 7818903300 | Phone |
| Date Prepared | 2011-01-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4664035 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 6 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 185551 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 185551 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -114535 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 64764 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 71022 | TotalRevenueAndExpenses |
| Total Net Investment Income | 185557 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 16000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 16000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4148 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4148 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 19438 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19438 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 35 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 39621 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 39586 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 225900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 225900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 265521 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 39586 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 225900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -194499 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 145971 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -6 | CashEOY |
| Cash EOYFMV | -6 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 46139 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | -35943 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | -35943 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1353855 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1241444 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3691367 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 50025 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 50025 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 52218 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1103045 | InvestmentsOtherBOY |
| Investments Other EOY | 1103045 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 956399 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2553064 | TotalAssetsBOY |
| Total Assets EOY | 2358565 | TotalAssetsEOY |
| Total Assets EOYFMV | 4664035 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2316891 | CapitalStockBOY |
| Capital Stock EOY | 2316891 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 236173 | RetainedEarningsBOY |
| Retained Earnings EOY | 41674 | RetainedEarningsEOY |
| Total Net Assets BOY | 2553064 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2358565 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2553064 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2358565 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2553064 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -194499 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2358565 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2358565 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 2600 SHS ALLIED CAPITAL CORP NEW | P | 2005-06-01 | 2009-12-28 | 9403 | 72238 | -62835 | -62835 |
| 3200 SHS KIMCO REALTY CORP | P | 2002-03-25 | 2009-12-28 | 44726 | 52556 | -7830 | -7830 |
| 1993 SHS REGIONS FINANCIAL CORP | P | 2002-03-25 | 2009-12-28 | 10635 | 54505 | -43870 | -43870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -114535 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 285260 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4514255 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.063191 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 241872 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5929911 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040788 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 175550 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5853000 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.029993 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 191168 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4299109 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044467 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 140900 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3608858 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039043 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.217482 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043496 | AverageDistributionRatio |
| Net Noncharitable Assets | 4596542 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 199931 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1460 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 201391 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 225900 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1460 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1460 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1460 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2260 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1500 | TaxPaidWithExtension |
| Total Credits And Payments | 3760 | TotalCreditsAndPayments |
| Overpayment | 2300 | Overpayment |
| Amount Credited To Next Year | 2300 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | ME | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE H CLAPP III | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6172273111 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS STREET SUITE 410 | AddressLine1 |
| City | boston | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MEREDITH P CLAPP | ||||||||
| 10 CHARLES RIVER SQ | Boston | MA | 02193 | pRES/TRUSTEE | 8.00 | 16000 | 0 | 0 |
| EUGENE H CLAPP III | ||||||||
| 10 CHARLES RIVER SQ | BOSTON | MA | 02193 | TREAS/TRUSTEE | 5.00 | 0 | 0 | 0 |
| THOMAS E NEEDHAM | ||||||||
| 10 PINELEDGE RD | BANGOR | ME | 04401 | CLERK/TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARJORIE G CLAPP | ||||||||
| 10 CHARLES RIVER SQ | BOSTON | MA | 02193 | V P/TRUSTEE | 0.00 | 0 | 0 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4624102 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 42438 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4666540 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4666540 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 69998 | CashDeemedCharitable |
| Net Noncharitable Assets | 4596542 | NetNoncharitableAssets |
| Minimum Investment Return | 229827 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 229827 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1460 | TaxBasedOnInvestmentIncome |
| Total Tax | 1460 | TotalTax |
| Distributable Amount Before Adj | 228367 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 228367 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 228367 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 225900 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 225900 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1460 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 224440 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 228367 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 223752 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 225900 | QualifyingDistributions |
| Applied To Year1 | 223752 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2148 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 226219 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (67 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACCESS SPORT AMERICA | |||||||
| 119 HIGH STREET | ACTON | MA | 01720 | nONE | CIVIC | uNRESTRICTED GIFT | $5,000 |
| ARTIST ASSOCIATION OF NANTUCKET | |||||||
| 1 GARDNER PERRY LANE | NANTUCKET | MA | 02554 | NONE | ciVIC | UNRESTRICTED GIFT | $1,000 |
| BEACON HILL CIVIC ASSOCIATION | |||||||
| 74 JOY STREET | BOSTON | MA | 02114 | NONE | CIVIC | UNRESTRICTED GIFT | $8,750 |
| BEACON HILL VILLAGE | |||||||
| 74 JOY STREET | BOSTON | MA | 02114 | NONE | CHARITY | UNRESTRICTED GIFT | $1,000 |
| Boston Symphony Orchestra | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | CIVIC | UNRESTRICTED GIFT | $2,500 |
| BOYS & GIRLS CLUBS OF BOSTON | |||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NONE | CIVIC | UNRESTRICTED GIFT | $1,000 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | nONE | SCHOOL | uNRESTRICTED GIFT | $1,500 |
| charles river WATERSHED ASSOCIATION | |||||||
| 48 WOERD AVENUE | WALTHAM | MA | 02453 | nONE | ciVIC | uNRESTRICTED GIFT | $2,500 |
| CHIKAMING OPEN LANDS | |||||||
| 14913 LAKESIDE ROAD | LAKESIDE | MI | 49116 | NONE | ciVIC | UNRESTRICTED GIFT | $2,500 |
| CHILDREN'S HOSPITAL MED CENTER | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | HOSPITAL | UNRESTRICTED GIFT | $1,000 |
| COMMUNITY ROWING INC | |||||||
| 10 nonantum road | newton | MA | 02158 | NONE | CIVIC | uNRESTRICTED GIFT | $10,000 |
| CoNSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | nONE | ciVIC | uNRESTRICTED GIFT | $10,000 |
| EMMA WILLARD SCHOOL | |||||||
| 1285 PAWLING AVENUE | TROY | NY | 12180 | NONE | sCHOOL | UNRESTRICTED GIFT | $15,000 |
| fourth presbyterian church | |||||||
| 340 DORCHESTER STRET | SOUTH BOSTON | MA | 02127 | nONE | churCH | uNRESTRICTED GIFT | $500 |
| HAWAII FOOD BASKET | |||||||
| 140-B HOLOMUA STREET | HILO | HI | 96720 | NONE | CHARITY | UNRESTRICTED GIFT | $1,200 |
| HiLL HOUSE | |||||||
| 127 MOUNT VERNON STREET | BOSTON | MA | 02108 | NONE | ciVIC | UNRESTRICTED GIFT | $1,000 |
| human rights watch | |||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | nONE | ciVIC | uNRESTRICTED GIFT | $1,000 |
| JOHN G SHEDD AQUARIUM | |||||||
| 1200 SOUTH LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | mUSEUM | UNRESTRICTED GIFT | $500 |
| kinG'S CHAPEL | |||||||
| 64 BEACON STREET | BOSTON | MA | 02108 | NONE | churCH | UNRESTRICTED GIFT | $4,000 |
| Massachusetts General Hospital | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | nONE | hOSPITAL | uNRESTRICTED GIFT | $6,000 |
| Museum of fine Arts | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | mUSEUM | UNRESTRICTED GIFT | $2,500 |
| nantucket CONSERVATION FOUNDATION INC | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | CIVIC | UNRESTRICTED GIFT | $1,000 |
| nantucket cottage hospital | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | nONE | HOSPITAL | uNRESTRICTED GIFT | $500 |
| nantucket historical association | |||||||
| 15 BROAD STREET | NANTUCKET | MA | 02554 | nONE | ciVIC | uNRESTRICTED GIFT | $1,000 |
| NANTUCKET YACHT CLUB FOUNDATION | |||||||
| 1 S BEACH STREET | NANTUCKET | MA | 02554 | NONE | CIVIC | UNRESTRICTED GIFT | $500 |
| nationAL ROWING FOUNDATION | |||||||
| 67 MYSTIC ROAD | N STONINGTON | CT | 06359 | nONE | ciVIC | uNRESTRICTED GIFT | $11,000 |
| NC THERAPEUTIC RIDING CENTER | |||||||
| PO BOX 841 | CARRBORO | NC | 27510 | NONE | ciVIC | UNRESTRICTED GIFT | $500 |
| new england forestry foundation | |||||||
| PO Box 1346 | LITTLETON | MA | 01460 | nONE | ciVIC | uNRESTRICTED GIFT | $1,000 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | SCHOOL | UNRESTRICTED GIFT | $5,000 |
| roGERSON COMMUNITIES | |||||||
| 1 Florence Street | BOSTON | MA | 02131 | nONE | ciVIC | uNRESTRICTED GIFT | $12,700 |
| Shady HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | sCHOOL | UNRESTRICTED GIFT | $17,000 |
| Spaulding Rehabilitation HOSPITAL | |||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | NONE | hOSPITAL | UNRESTRICTED GIFT | $6,500 |
| St PAUL'S SCHOOL | |||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | NONE | sCHOOL | UNRESTRICTED GIFT | $4,000 |
| THE ADVENT SCHOOL | |||||||
| 15 BRIMMER STREET | BOSTON | MA | 02108 | NONE | SCHOOL | UNRESTRICTED GIFT | $1,000 |
| THE ESPLANADE ASSOCIATION | |||||||
| 10 DERNE STREET | BOSTON | MA | 02114 | nONE | CIVIC | uNRESTRICTED GIFT | $1,000 |
| THE KONA HISTORICAL SOCIETY | |||||||
| PO BOX 398 | CAPTAIN COOK | HI | 96704 | NONE | ciVIC | UNRESTRICTED GIFT | $14,100 |
| THE POSSE FOUNDATION | |||||||
| 45 FRANKLIN STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | CIVIC | UNRESTRICTED GIFT | $500 |
| THE VINCENT CLUB | |||||||
| 71 BRIMMER STREET | BOSTON | MA | 02108 | NONE | cHARITY | UNRESTRICTED GIFT | $7,250 |
| UNITED WAY OF MASS BAY | |||||||
| 245 SUMMER STREET 1401 | BOSTON | MA | 02210 | NONE | CHARITY | UNRESTRICTED GIFT | $2,500 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | NONE | SCHOOL | UNRESTRICTED GIFT | $2,500 |
| university of pennsylvania | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | nONE | scHOOL | unRESTRICTED GIFT | $20,000 |
| US ROWING | |||||||
| 2 WALL STREET | PRINCETON | NJ | 08540 | NONE | CHARITY | UNRESTRICTED GIFT | $1,000 |
| VINCENT HOSPITAL | |||||||
| 55 fruit street | boston | MA | 02114 | NONE | HOSPITAL | UNRESTRICTED GIFT | $1,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | nONE | CHARITY | uNRESTRICTED GIFT | $1,800 |
| AMERICAN RED CROSS | |||||||
| 139 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | CHARITY | UNRESTRICTED GIFT | $2,000 |
| BOSTON ATHENAEUM | |||||||
| 10 1/2 BEACON STREET | BOSTON | MA | 02108 | NONE | CIVIC | uNRESTRICTED GIFT | $500 |
| BOSTONIANS FOR YOUTH | |||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | NONE | CHARITY | UNRESTRICTED GIFT | $500 |
| BROWN SAILING | |||||||
| BOX 1877 | PROVIDENCE | RI | 02912 | NONE | CHARITY | UNRESTRICTED GIFT | $500 |
| BROWN UNIVERSITY | |||||||
| BOX 1877 | PROVIDENCE | RI | 02912 | NONE | SCHOOL | UNRESTRICTED GIFT | $500 |
| KONA HOSPITAL FOUNDATION | |||||||
| 79-1019 HAUKAPILA STREET | KEALAKEKUA | HI | 96750 | NONE | HOSPITAL | UNRESTRICTED GIFT | $5,500 |
| MASS INC | |||||||
| 18 TREMONT STREET SUITE 1120 | BOSTON | MA | 02108 | NONE | SCHOOL | UNRESTRICTED GIFT | $1,000 |
| 3 A BEREAVEMENT FOUNDATION | |||||||
| 5330 GRIGGS ROAD SUITE D108 | HOUSTON | TX | 77021 | NONE | CHARITY | UNRESTRICTED GIFT | $500 |
| CHICAGO 2016 | |||||||
| 200 E RANDOLPH STREET LOWR L13 | CHICAGO | IL | 60601 | NONE | CHARITY | UNRESTRICTED GIFT | $500 |
| CAPE COD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||
| 2240 LYANNOUGH ROAD | WEST BARNSTABLE | MA | 02668 | NONE | SCHOOL | UNRESTRICTED GIFT | $2,500 |
| CAMBRIDGE ART ASSOCIATION | |||||||
| 25 LOWELL STREET | CAMBRIDGE | MA | 02138 | NONE | SCHOOL | UNRESTRICTED GIFT | $1,000 |
| COMMUNITY RENEWAL SOCIETY | |||||||
| 332 S MICHIGAN AVENUE SUITE 500 | CHICAGO | IL | 60604 | NONE | CIVIC | UNRESTRICTED GIFT | $2,500 |
| DANA FARBER INC | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | CHARITY | UNRESTRICTED GIFT | $1,500 |
| FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | MUSEUM | UNRESTRICTED GIFT | $600 |
| HEAD OF THE CHARLES REGATTA | |||||||
| PO BOX 52 | CAMBRIDGE | MA | 02238 | NONE | CHARITY | UNRESTRICTED GIFT | $1,000 |
| JUSTINE MEE LIFF FUND - THE EMERALD NECKLACE CONSERVANCY | |||||||
| TWO BROOKLINE PLACE | BROOKLINE | MA | 02445 | NONE | CIVIC | UNRESTRICTED GIFT | $500 |
| NICHOLS HOUSE MUSEUM | |||||||
| 55 MOUNT VERNON STREET | BOSTON | MA | 02108 | NONE | MUSEUM | UNRESTRICTED GIFT | $1,000 |
| OASIS COALITION OF BOSTON | |||||||
| 9 COONEY AVENUE | PLAINVILLE | MA | 02762 | NONE | CHARITY | UNRESTRICTED GIFT | $6,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 845578 | BOSTON | MA | 02284 | NONE | CHARITY | UNRESTRICTED GIFT | $2,000 |
| SAFE PASSAGE | |||||||
| 81 BRIDGE STREET SUITE 104 | YARMOUTH | ME | 04096 | NONE | CHARITY | UNRESTRICTED GIFT | $500 |
| SANIBEL-CAPTIVA CONSERVATION FEDERATION | |||||||
| 3399 SANIBEL CAPTIVA RD | SANIBEL | FL | 33957 | NONE | CIVIC | UNRESTRICTED GIFT | $2,500 |
| THE MICHAEL J FOX FOUNDATION | |||||||
| CHURCH STREET STATION PO BOX 780 | NEW YORK | NY | 10008 | NONE | CIVIC | UNRESTRICTED GIFT | $500 |
| STEPPINGSTONE FOUNDATION | |||||||
| 155 FEDERAL STREET SUITE 800 | BOSTON | MA | 02110 | NONE | CIVIC | UNRESTRICTED GIFT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 225900 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $185,551 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$114,535 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $71,022 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 71022 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,148 | Amount |
| Net Investment Income | 4148 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | HSBC FINANCE CORP | NameOfBond |
| EOY Book Value | 50025 | EOYBookValue |
| EOYFMV | 52218 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (26 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PENOBSCOT CAPITAL INVESTMENT | 161875 | 1847891 |
| PPG INDUSTRIES | 3854 | 128140 |
| VERIZON | 16753 | 55590 |
| SARA LEE | 2805 | 90688 |
| CHEVRON Corp | 11072 | 236384 |
| BRISTOL MYERS SQUIBB | 54352 | 69630 |
| AMERICAN ELECTRIC POWER | 17650 | 41260 |
| CONSOLIDATED EDISON | 36158 | 42590 |
| JP Morgan & Chase & Co | 82245 | 115016 |
| DOW CHEMICAL | 31324 | 80730 |
| GENERAL ELECTRIC | 4410 | 49050 |
| BANK OF AMERICA CORP | 53100 | 26289 |
| DUKE REALTY CORP | 51903 | 23760 |
| FEDERAL REALTY INVESTMENT TRUST | 54117 | 154770 |
| HEALTHCARE PROPERTY | 56868 | 89208 |
| HOSPITALITY PROPERTIES TRUST | 48362 | 36000 |
| MACK CALI REALTY CORP | 54464 | 52768 |
| royal bank of scotland-preferred | 99648 | 57600 |
| EXXON MOBIL CORP | 69823 | 94318 |
| PFIZER INC. | 108840 | 51782 |
| SOUTHERN CO | 69581 | 78807 |
| AT&T CORP COM NEW | 16211 | 130199 |
| 3M CO COM | 69142 | 71379 |
| HEALTH CARE REIT INC | 23108 | 21540 |
| REALTY INCOME CORP | 21432 | 24912 |
| NSTAR | 22347 | 21066 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| NORTHEAST INVESTORS MUTUAL FUND | AT COST | 305067 | 236924 |
| UNILEVER PLC SPONSORED ADR | AT COST | 69345 | 86636 |
| GLAXO SMITHKLINE | AT COST | 70258 | 55209 |
| AMERICAN FUND HIGH INCOME | AT COST | 186133 | 163053 |
| EATON VANCE INCOME FUND | AT COST | 186133 | 161555 |
| FIDELITY ADV HIGH | AT COST | 100000 | 94202 |
| DWS HIGH INCOME PLUS FUND | AT COST | 186109 | 158820 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | annual report | Description |
| Revenue And Expenses Per Books | 35 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | $19,438 | 19438 | 0 |
| BANK SERVICE CHARGES | $0 | 0 | 0 |
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