MATTINA R PROCTOR FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MATTINA R PROCTOR FOUNDATION (EIN 11-1067014)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201111339349100926
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T13:21:14-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101921 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111067014 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA R PROCTOR FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O BROUDE & HOCHBERG LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MATT | NameControl |
| Phone | 6177485100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST NO 1300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101921 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY D HUTCHINS | Name |
| Title | TRUSTEE | Title |
| Phone | 6177485100 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN CRISAFULLI | Name |
| Phone | 6177485100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 13077516 | 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 | 1031 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1031 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 353825 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 353825 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6917 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 206888 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6917 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 46189 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 46189 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 407962 | TotalRevenueAndExpenses |
| Total Net Investment Income | 407962 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 108848 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 108848 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2443 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 13777 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 57372 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 915 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 915 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Net Invst Incm | 3062 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 25112 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 23242 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 208467 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 136067 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 550000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 550000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 758467 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 136067 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 550000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -350505 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 271895 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 679 | CashBOY |
| Cash EOY | 680 | CashEOY |
| Cash EOYFMV | 680 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1425137 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 696338 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 696251 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 8875387 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 9259122 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12380585 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 10301203 | TotalAssetsBOY |
| Total Assets EOY | 9956140 | TotalAssetsEOY |
| Total Assets EOYFMV | 13077516 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 10347855 | CapitalStockBOY |
| Capital Stock EOY | 9926053 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -46652 | RetainedEarningsBOY |
| Retained Earnings EOY | 30087 | RetainedEarningsEOY |
| Total Net Assets BOY | 10301203 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9956140 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10301203 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9956140 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10301203 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -350505 | ExcessOfRevenueOverExpenses |
| Other Increases | 5442 | OtherIncreases |
| Subtotal | 9956140 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9956140 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 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 |
|---|---|---|---|---|---|---|---|
| 200000 US TREASURY BILLS 4/1/10 | P | 2009-10-21 | 2010-01-04 | 199888 | 199939 | -51 | -51 |
| FRONTIER COMMUNICATIONS CORP. | P | 2010-07-02 | 2010-07-13 | 7 | 9 | -2 | -2 |
| WEYERHAEUSER CO. CAP. | P | 2010-09-01 | 2010-09-02 | 13 | 23 | -10 | -10 |
| CAPITAL GAINS DIVIDENDS | P | 6980 | 6980 | 6980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6917 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 666643 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10803962 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061704 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 734222 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 14359325 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051132 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 747816 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16163094 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046267 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 434000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13760132 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.031540 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 307500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8443762 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036417 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.227060 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045412 | AverageDistributionRatio |
| Net Noncharitable Assets | 11712165 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 531873 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2719 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 534592 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 550000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2719 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2719 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2719 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1660 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1660 | TotalCreditsAndPayments |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Tax Due | 1065 | TaxDue |
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 | MA | 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 Person Name | JEFFREY D HUTCHINS TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6177485100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST SUITE 1300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101921 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
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 | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ALVIN S HOCHBERG | ||||||||
| 75 FEDERAL STREET SUITE 1300 | BOSTON | MA | 02110 | TRUSTEE | 7.00 | 54424 | 0 | 0 |
| JEFFREY D HUTCHINS | ||||||||
| 75 FEDERAL STREET SUITE 1300 | BOSTON | MA | 02110 | TRUSTEE | 10.00 | 54424 | 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 | 10947826 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 942697 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11890523 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11890523 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 178358 | CashDeemedCharitable |
| Net Noncharitable Assets | 11712165 | NetNoncharitableAssets |
| Minimum Investment Return | 585608 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 585608 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2719 | TaxBasedOnInvestmentIncome |
| Total Tax | 2719 | TotalTax |
| Distributable Amount Before Adj | 582889 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 582889 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 582889 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 550000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 550000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2719 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 547281 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 582889 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 518589 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 550000 | QualifyingDistributions |
| Applied To Year1 | 518589 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31411 | 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 | 551478 | 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
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JEFFREY D HUTCHINS TRUSTEE CO BROUD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6177485100 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS ACCEPTED FROM PUBLIC CHARITIES. APPLICATIONS SHOULD BE BY LETTER, AND CONTAIN A DESCRIPTION OF THE APPLICANT ORGANIZATION, PURPOSE AND BUDGET OF GRANT SOLICITED, AND PROOF OF TAX EXEMPT STATUS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | PREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADOPTION RESOURCES OF JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| ALBANY MUSIC FOUNDATION INC | |||||||
| 915 BROADWAY | ALBANY | NY | 12207 | N/A | PUBLIC CHARITY | KIRCHNER/SUMMER ALBUMS | $11,000 |
| ANDROSCOGGIN HOME CARE & HOSPICE FND | |||||||
| PO BOX 819 | LEWISTON | ME | 04243 | N/A | PUBLIC CHARITY | EXPANSION OF IN-HOME TELEHEALTH MONITORING | $10,000 |
| BARRY PRICE REHABILITATION CENTER | |||||||
| 38 BORDER STREET | WEST NEWTON | MA | 02465 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| BAY COVE HUMAN SERVICES | |||||||
| 66 CANAL STREET | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | CENTER HOUSE | $5,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | INTONATION THERAPY | $5,000 |
| BOSTON BIOMEDICAL RESEARCH INSTITUTE | |||||||
| 64 GROVE STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| BOSTON CONSERVATORY | |||||||
| 45 FRANKLIN STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | OPERA I CAPULETI ET I MONTECHI | $5,000 |
| BOSTON LYRIC OPERA | |||||||
| 45 FRANKLIN STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL | $25,000 |
| BOSTON RESCUE MISSION | |||||||
| PO BOX 120069 | BOSTON | MA | 02112 | N/A | PUBLIC CHARITY | PURCHASE OF JAKPAK'S | $2,000 |
| CAMDEN AREA DISTRICT NURSING ASSOCIATION | |||||||
| PO BOX 547 | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| CAMP SUNSHINE AT SEBAGO LAKE INC | |||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| COMMONWEALTH OPERA COMPANY | |||||||
| 4 OLD SOUTH STREET SUITE 3 | NORTHAMPTON | MA | 01060 | N/A | PUBLIC CHARITY | THE SHAKESPEARE CONCERTS | $25,000 |
| COMMONWEALTH OPERA COMPANY | |||||||
| 4 OLD SOUTH STREET SUITE 3 | NORTHAMPTON | MA | 01060 | N/A | PUBLIC CHARITY | 2010 SEASON | $50,000 |
| COMMUNITY SCHOOL | |||||||
| PO BOX 555 | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | PASSAGES & RESIDENTIAL PROGRAMS | $5,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | CREATIVE ARTS PROGRAM | $5,000 |
| EMMANUEL MUSIC | |||||||
| 15 NEWBURY STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | VOCAL SOLOISTS | $5,000 |
| GARDNER MUSEUM | |||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | MUSIC PROGRAMS | $5,000 |
| JACKSON LABORATORY | |||||||
| 610 MAIN STREET | BAR HARBOR | ME | 04609 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| LAUDHOLM TRUST | |||||||
| PO BOX 1007 | WELLS | ME | 04090 | N/A | PUBLIC CHARITY | LAND ACQUISITION & EDUCATIONAL PROGRAM | $50,000 |
| LOWN FOUNDATION | |||||||
| 21 LONGWOOD AVENUE | BROOKLINE | MA | 02446 | N/A | PUBLIC CHARITY | HOME VIDEO VISIT PROJECT | $5,000 |
| MAINE MEDIA WORKSHOPS | |||||||
| PO BOX 200 | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | ACCREDITATION SUPPORT | $5,000 |
| MAKE A WISH FOUNDATION | |||||||
| 87 ELM STREET | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| MERCY HOSPITAL | |||||||
| 144 STATE STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | DIABETES CENTER RENOVATIONS | $50,000 |
| MGH PEDIATRIC HEMATOLOGYONCOLOGY | |||||||
| 100 CHARLES RIVER PLAZA STE 600 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | BASIC & CLINICAL RESEARCH | $50,000 |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | OPERA STUDIES PROGRAM | $20,000 |
| NEW ENGLAND PHILHARMONIC | |||||||
| PO BOX 15475 | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | FAMILY CONCERT | $1,000 |
| PENOBSCOT RIVER RESTORATION TRUST | |||||||
| 14 MAINE STREET SUITE 401 | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | DAM REMOVAL & ADMIN. & OPERATING COSTS | $25,000 |
| PERKINS INSTITUTE FOR THE BLIND | |||||||
| 175 NO BEACON STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| PORTLAND CHAMBER MUSIC FESTIVAL | |||||||
| PO BOX 9715-277 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | 2010 COMPOSERS COMPETITION | $2,500 |
| ROCKPORT MUSIC | |||||||
| BOX 312 | ROCKPORT | MA | 01996 | N/A | PUBLIC CHARITY | NEW CONCERT HALL | $10,000 |
| ST JOSEPH'S FOOD PANTRY | |||||||
| PO BOX 876 | SALEM | MA | 01970 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| ST THOMAS' CHURCH | |||||||
| 33 CHESTNUT STREET | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | BUILDING EXPANSION | $25,000 |
| STUDIO 7 ARTS INC | |||||||
| 7 STANDISH STREET | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| THE KNITTING CONNECTION | |||||||
| PO BOX 560065 | W MEDFORD | MA | 02156 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 111 HILLS BEACH ROAD | BIDDEFORD | ME | 04005 | N/A | PUBLIC CHARITY | CONSTRUCTION OF CULTURAL CENTER | $82,500 |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 111 HILLS BEACH ROAD | BIDDEFORD | ME | 04005 | N/A | PUBLIC CHARITY | GODDARD CENTER RENOVATIONS | $16,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 550000 | 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 | $1,031 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $353,825 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $46,189 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,917 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $407,962 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 407962 | 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 (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BROUDE & HOCHBERG LLP | $7,027 | 0 | 0 |
| DARMODY, MERLINO & CO., LLP | $6,750 | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (59 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 21,007 SH. AT&T INC. | 590860 | 617186 |
| 2,500 SH. BHP BILLITON PLC | 168172 | 201250 |
| 2,500 SH. BP PLC ADR | 69592 | 110425 |
| 1,000 SH. BP PRUDHOE BAY ROYALTY TRUST | 75980 | 126540 |
| 8,548 SH. BANK OF AMERICA CORP. | 150950 | 114030 |
| 3,000 SH. BOSTON PROPERTIES INC. | 268819 | 258300 |
| 6,188 SH. BRISTOL MYERS SQUIBB CO. | 151204 | 163858 |
| 5,610 SH. CAMDEN NATIONAL CORP. | 121842 | 203250 |
| 2,500 SH. CAMECO CORP. | 118025 | 100950 |
| 1,000 SH. CANADIAN NATIONAL RAILWAY | 66558 | 66470 |
| 2,500 SH. CATERPILLAR INC. | 176751 | 234150 |
| 2,000 SH. CENOVUS ENERGY INC. | 50916 | 66480 |
| 6,000 SH. CHEVRON CORP. | 358740 | 547500 |
| 3,331 SH. CISCO SYSTEMS INC. | 57918 | 67386 |
| 1,500 SH. CITIGROUP INC. | 72630 | 7095 |
| 8,000 SH. COCA COLA CO. | 329718 | 526160 |
| 4,000 SH. CIA VALE DO RIO DOCE-ADR | 84900 | 138280 |
| 6,800 SH. CONAGRA FOODS INC. | 181864 | 153544 |
| 4,676 SH. CONOCOPHILLIPS | 248115 | 318436 |
| 2,000 SH. DEERE & CO. | 73036 | 166100 |
| 1,500 SH. DISNEY CO. | 41850 | 56265 |
| 4,500 SH. DOW CHEMICAL CO. | 240390 | 153630 |
| 10,000 SH. DU PONT DE NEMOURS & CO. | 467087 | 498800 |
| 2,201 SH. DUKE ENERGY CORP. | 29867 | 39200 |
| 4,500 SH. DUKE REALTY CORP. | 141992 | 56070 |
| 4,000 SH. EMERSON ELECTRIC CO. | 63205 | 228680 |
| 2,000 SH. ENCANA CORP. | 55180 | 58240 |
| 24,340 SH. EXXONMOBIL CORP. | 746139 | 1779741 |
| 2,000 SH. FREEPORT-MCMORAN COPPER & GOLD | 139040 | 240180 |
| 1,024 SHS. FRONTIER COMMUNICATIONS CORP. | 9183 | 9964 |
| 26,810 SH. GENERAL ELECTRIC CO. | 620770 | 490355 |
| 7,200 SH. GENERAL MILLS INC. | 302405 | 512496 |
| 1,000 SH. HEWLETT PACKARD CO. | 31875 | 42100 |
| 550 SH. IBM CORP. | 51271 | 80718 |
| 7,400 SH. JP MORGAN CHASE & CO. | 269342 | 313908 |
| 870 SH. JOHNSON & JOHNSON | 56924 | 53809 |
| 2,143 SH. KIMBERLY CLARK CORP. | 115109 | 135095 |
| 1,404 SH. MEDCO HEALTH SOLUTIONS INC. | 31285 | 86023 |
| 9,844 SH. MERCK & CO. INC. | 411850 | 354778 |
| 2,000 SH. MICROSOFT CORP. | 51512 | 55820 |
| 1,000 SH NATIONAL GRID PLC | 46566 | 44380 |
| 1,000 SH. PEPSICO INC. | 59708 | 65330 |
| 7,189 SH. PFIZER INC. | 113557 | 125879 |
| 3,000 SH. PLUM CREEK TIMBER CO. | 80360 | 112350 |
| 11,100 SH. PROCTER & GAMBLE CO. | 379517 | 714063 |
| 2,000 SH. PROGRESS ENERGY INC. | 82260 | 86960 |
| 1,100 SH. SPECTRA ENERGY CORP. | 21084 | 27489 |
| 10,000 SH. STATE STREET CORP. | 145281 | 463400 |
| 1,000 SH TECK RESOURCES LIMITED | 57609 | 61830 |
| 2,000 SH. TEMPLE INLAND INC. | 39274 | 42480 |
| 1,000 SH. 3M CO. | 72717 | 86300 |
| 6,500 SH. US BANCORP | 191360 | 175305 |
| 2,000 SH. UNION PACIFIC CORP. | 48026 | 185320 |
| 2,600 SH. UNITED TECHNOLOGIES CORP. | 130430 | 204672 |
| 4,270 SH. VERIZON COMMUNICATIONS INC. | 136356 | 152781 |
| 6,000 SH. WELLS FARGO & CO. | 179145 | 185940 |
| 4,886 SH. WEYERHAEUSER CO. | 136012 | 92492 |
| 4,000 SH. WILLIAMS COS. INC. | 37916 | 98880 |
| 400 SH. ZIMMER HOLDINGS INC. | 9078 | 21472 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROUDE & HOCHBERG LLP | Category |
| Amount | $2,443 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MASS. FORM PC FILING FEE | 125 | 0 | 0 |
| ASSOC. OF SMALL FOUNDATIONS DUES | 495 | 0 | 0 |
| STATE STREET TRANSACTION FEES | 180 | 180 | 0 |
| LIABILITY INSURANCE | 1250 | 0 | 0 |
| INVESTMENT MANAGEMENT FEE | 12500 | 12500 | 0 |
| CIA VALE DO RIO DOCE ADR FEE | 140 | 140 | 0 |
| BP PRUDOE BAY EXPENSES | 10422 | 10422 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| STATE STREET BANK & TRUST | 20416 | 20416 | 20416 |
| LANCASTER LEASE ROYALTY | 25393 | 25393 | 25393 |
| CONAGRA FOODS CLASS ACTION PROCEEDS | 380 | 380 | 380 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTIONS | Description |
| Amount | $5,442 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROUDE & HOCHBERG GRANT ADMIN. FEE | Category |
| Amount | $57,372 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAX | Category |
| Amount | $915 | Amount |
| Net Investment Income | 915 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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