MCQUADE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MCQUADE FAMILY FOUNDATION (EIN 20-2057759)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-25
- IRS object ID
- 202632379349101153
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-25T14:01:20-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202057759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCQUADE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCQU | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE MCQUADE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,554,138 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,015,553 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $104,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,001,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,119,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,001,516 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,121,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,106,060 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,146 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,887 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,258 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $326 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,808 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $816,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $785,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,304,693 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,091,097 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $127,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,370 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,084,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,873,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,191,080 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $300,924 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,273,294 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,270,688 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,512,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,238,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,554,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,512,481 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,238,835 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,512,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,238,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,512,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,238,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,512,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,304,693 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $3,817,175 | SubtotalAmt |
| Other Decreases | $578,340 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,238,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (176 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20. ADVANCED MICRO DEVICES INC | 2023-12-28 | 2025-02-11 | $2,179 | $2,974 | -$795 | -$795 | |
| 130. ADVANCED MICRO DEVICES INC | 2023-09-22 | 2025-02-11 | $14,166 | $12,604 | $1,562 | $1,562 | |
| 50. CONSTELLATION BRANDS INC CL A | 2018-08-31 | 2025-02-11 | $8,235 | $10,430 | -$2,195 | -$2,195 | |
| 15. ISHARES CORE S&P 500 ETF | 2023-11-30 | 2025-02-11 | $9,082 | $7,139 | $1,943 | $1,943 | |
| 200. NVIDIA CORP COM | 2020-07-10 | 2025-02-11 | $26,513 | $2,098 | $24,415 | $24,415 | |
| 120. NVIDIA CORP COM | 2020-07-10 | 2025-02-27 | $14,946 | $1,259 | $13,687 | $13,687 | |
| 345. NVIDIA CORP COM | 2019-01-16 | 2025-02-27 | $42,971 | $1,290 | $41,681 | $41,681 | |
| 75. ALPHABET INC SHS CL A | 2016-12-09 | 2025-03-05 | $12,982 | $3,013 | $9,969 | $9,969 | |
| 15. AMAZON COM INC | 2016-12-09 | 2025-03-05 | $3,131 | $576 | $2,555 | $2,555 | |
| 60. AMAZON COM INC | 2016-12-01 | 2025-03-05 | $12,523 | $2,221 | $10,302 | $10,302 | |
| 185. APPLE INC COM | 2015-08-03 | 2025-03-05 | $43,621 | $5,275 | $38,346 | $38,346 | |
| 10. AUTOMATIC DATA PROCESSING INC | 2014-02-04 | 2025-03-05 | $3,130 | $653 | $2,477 | $2,477 | |
| 10. BERKSHIRE HATHAWAYINC DEL CL B NEW | 2015-02-20 | 2025-03-05 | $4,994 | $1,474 | $3,520 | $3,520 | |
| 50. BOSTON SCIENTIFIC CORPORATION | 2024-10-16 | 2025-03-05 | $5,243 | $4,365 | $878 | $878 | |
| 30. BROADCOM INC | 2023-12-28 | 2025-03-05 | $5,786 | $3,366 | $2,420 | $2,420 | |
| 15. CONOCOPHILLIPS COM | 2022-05-09 | 2025-03-05 | $1,332 | $1,485 | -$153 | -$153 | |
| 10. CONSTELLATION ENERGY CORP REG SHS | 2024-08-22 | 2025-03-05 | $2,307 | $1,956 | $351 | $351 | |
| 5. COSTCO WHSL CORP NEW COM | 2013-06-13 | 2025-03-05 | $5,235 | $549 | $4,686 | $4,686 | |
| 15. META PLATFORMS INC CLASS A COMMON STOCK | 2023-12-28 | 2025-03-05 | $9,841 | $5,392 | $4,449 | $4,449 | |
| 10. META PLATFORMS INC CLASS A COMMON STOCK | 2023-12-21 | 2025-03-05 | $6,561 | $3,520 | $3,041 | $3,041 | |
| 5. HOME DEPOT INC | 2015-01-30 | 2025-03-05 | $1,930 | $526 | $1,404 | $1,404 | |
| 10. HONEYWELL INTERNATIONAL INC | 2010-11-17 | 2025-03-05 | $2,093 | $465 | $1,628 | $1,628 | |
| 15. JOHNSON & JOHNSON | 2023-12-28 | 2025-03-05 | $2,478 | $2,356 | $122 | $122 | |
| 5. LILLY ELI & COMPANY | 2024-10-16 | 2025-03-05 | $4,622 | $4,577 | $45 | $45 | |
| 10. MASTERCARD INC | 2023-12-28 | 2025-03-05 | $5,593 | $4,253 | $1,340 | $1,340 | |
| 55. MICROSOFT CORPORATION | 2016-12-09 | 2025-03-05 | $21,944 | $3,393 | $18,551 | $18,551 | |
| 5. NORTHROP CORPORATION | 2015-03-04 | 2025-03-05 | $2,386 | $819 | $1,567 | $1,567 | |
| 15. NVIDIA CORP COM | 2019-01-16 | 2025-03-05 | $1,758 | $56 | $1,702 | $1,702 | |
| 265. NVIDIA CORP COM | 2019-01-28 | 2025-03-05 | $31,056 | $927 | $30,129 | $30,129 | |
| 20. RTX CORP CORP | 2013-07-12 | 2025-03-05 | $2,604 | $594 | $2,010 | $2,010 | |
| 10. VALERO ENERGY CORP - NEW | 2022-05-09 | 2025-03-05 | $1,226 | $1,210 | $16 | $16 | |
| 15. VISA INC CL A SHRS | 2023-12-28 | 2025-03-05 | $5,288 | $3,891 | $1,397 | $1,397 | |
| 50. WAL-MART STORES INCORPORATED | 2023-12-21 | 2025-03-05 | $4,795 | $2,574 | $2,221 | $2,221 | |
| 50. ALPHABET INC SHS CL A | 2016-12-09 | 2025-03-11 | $8,234 | $2,009 | $6,225 | $6,225 | |
| 40. AMAZON COM INC | 2016-12-01 | 2025-03-11 | $7,872 | $1,480 | $6,392 | $6,392 | |
| 5. AMAZON COM INC | 2016-05-24 | 2025-03-11 | $984 | $176 | $808 | $808 | |
| 120. APPLE INC COM | 2015-08-03 | 2025-03-11 | $26,689 | $3,422 | $23,267 | $23,267 | |
| 5. AUTOMATIC DATA PROCESSING INC | 2014-02-04 | 2025-03-11 | $1,480 | $327 | $1,153 | $1,153 | |
| 5. BERKSHIRE HATHAWAYINC DEL CL B NEW | 2015-02-20 | 2025-03-11 | $2,463 | $737 | $1,726 | $1,726 | |
| 10. BOSTON SCIENTIFIC CORPORATION | 2024-10-16 | 2025-03-11 | $957 | $873 | $84 | $84 | |
| 15. BOSTON SCIENTIFIC CORPORATION | 2023-12-28 | 2025-03-11 | $1,436 | $845 | $591 | $591 | |
| 10. BOSTON SCIENTIFIC CORPORATION | 2023-12-21 | 2025-03-11 | $957 | $552 | $405 | $405 | |
| 20. BROADCOM INC | 2023-12-28 | 2025-03-11 | $3,786 | $2,244 | $1,542 | $1,542 | |
| 10. CONOCOPHILLIPS COM | 2022-05-09 | 2025-03-11 | $937 | $990 | -$53 | -$53 | |
| 5. CONSTELLATION ENERGY CORP REG SHS | 2024-08-22 | 2025-03-11 | $1,031 | $978 | $53 | $53 | |
| 5. COSTCO WHSL CORP NEW COM | 2013-06-13 | 2025-03-11 | $4,631 | $549 | $4,082 | $4,082 | |
| 15. META PLATFORMS INC CLASS A COMMON STOCK | 2023-12-21 | 2025-03-11 | $9,094 | $5,279 | $3,815 | $3,815 | |
| 5. HOME DEPOT INC | 2015-01-30 | 2025-03-11 | $1,842 | $526 | $1,316 | $1,316 | |
| 5. HONEYWELL INTERNATIONAL INC | 2010-11-17 | 2025-03-11 | $1,043 | $233 | $810 | $810 | |
| 45. ISHARES CORE S&P 500 ETF | 2023-11-30 | 2025-03-11 | $25,153 | $21,417 | $3,736 | $3,736 | |
| 30. ISHARES CORE S&P 500 ETF | 2023-12-21 | 2025-03-11 | $16,769 | $14,183 | $2,586 | $2,586 | |
| 95. ISHR MSCI EAFE INDEX FUND | 2016-03-07 | 2025-03-11 | $7,787 | $5,302 | $2,485 | $2,485 | |
| 10. JOHNSON & JOHNSON | 2023-12-28 | 2025-03-11 | $1,655 | $1,571 | $84 | $84 | |
| 5. LILLY ELI & COMPANY | 2018-04-18 | 2025-03-11 | $4,108 | $400 | $3,708 | $3,708 | |
| 5. MASTERCARD INC | 2023-12-21 | 2025-03-11 | $2,629 | $2,113 | $516 | $516 | |
| 10. MICROSOFT CORPORATION | 2016-12-09 | 2025-03-11 | $3,827 | $617 | $3,210 | $3,210 | |
| 25. MICROSOFT CORPORATION | 2016-05-24 | 2025-03-11 | $9,567 | $1,288 | $8,279 | $8,279 | |
| 180. NVIDIA CORP COM | 2019-01-28 | 2025-03-11 | $19,277 | $629 | $18,648 | $18,648 | |
| 15. RTX CORP CORP | 2013-07-12 | 2025-03-11 | $1,909 | $445 | $1,464 | $1,464 | |
| 5. VALERO ENERGY CORP - NEW | 2022-05-09 | 2025-03-11 | $624 | $605 | $19 | $19 | |
| 185. VANGUARD FTSE EMERGING MARKETS ETF | 2022-08-10 | 2025-03-11 | $8,352 | $7,712 | $640 | $640 | |
| 20. VANGUARD MID-CAP ETF | 2016-12-29 | 2025-03-11 | $5,104 | $2,644 | $2,460 | $2,460 | |
| 55. VANGUARD MID-CAP ETF | 2015-05-05 | 2025-03-11 | $14,035 | $7,158 | $6,877 | $6,877 | |
| 80. VANGUARD SMALL CAP | 2012-08-21 | 2025-03-11 | $17,710 | $6,299 | $11,411 | $11,411 | |
| 10. VISA INC CL A SHRS | 2023-12-21 | 2025-03-11 | $3,337 | $2,588 | $749 | $749 | |
| 30. WAL-MART STORES INCORPORATED | 2023-12-21 | 2025-03-11 | $2,662 | $1,544 | $1,118 | $1,118 | |
| 60. AMAZON COM INC | 2016-05-24 | 2025-04-01 | $11,354 | $2,117 | $9,237 | $9,237 | |
| 10. APPLE INC COM | 2015-08-03 | 2025-04-01 | $2,215 | $285 | $1,930 | $1,930 | |
| 100. APPLE INC COM | 2016-10-06 | 2025-04-01 | $22,153 | $2,837 | $19,316 | $19,316 | |
| 20. APPLE INC COM | 2016-01-04 | 2025-04-01 | $4,431 | $513 | $3,918 | $3,918 | |
| 105. ISHARES CORE S&P 500 ETF | 2023-12-21 | 2025-04-01 | $58,540 | $49,640 | $8,900 | $8,900 | |
| 715. ISHARES TR ISHARES 1-5 YEAR INVESTMENT GRADE | 2020-11-13 | 2025-04-01 | $37,354 | $39,293 | -$1,939 | -$1,939 | |
| 270. VANGUARD INTERMEDIATE FDS VANGUARD INTERME | 2024-12-06 | 2025-04-01 | $22,071 | $22,197 | -$126 | -$126 | |
| 100000. USD BANK NOVA SCOTIA 5.450% JUN 12 2025 | 2024-01-18 | 2025-06-12 | $100,000 | $100,414 | -$414 | -$414 | |
| 10900. CITIGROUP INC COM NEW | 2016-01-20 | 2025-08-26 | $1,030,983 | $438,545 | $592,438 | $592,438 | |
| 805. ISHARES TR ISHARES 1-5 YEAR INVESTMENT GRADE | 2020-11-13 | 2025-09-16 | $42,754 | $44,239 | -$1,485 | -$1,485 | |
| 1195. ISHARES TR ISHARES 1-5 YEAR INVESTMENT GRADE | 2015-12-30 | 2025-09-16 | $63,466 | $62,400 | $1,066 | $1,066 | |
| 750. VANGUARD INTERMEDIATE FDS VANGUARD INTERME | 2024-12-06 | 2025-09-16 | $63,435 | $61,658 | $1,777 | $1,777 | |
| 1000. ISHARES TR ISHARES 1-5 YEAR INVESTMENT GRADE | 2015-12-30 | 2025-09-18 | $53,050 | $52,218 | $832 | $832 | |
| 25. APPLE INC COM | 2016-01-04 | 2025-11-10 | $6,727 | $642 | $6,085 | $6,085 | |
| 5. BERKSHIRE HATHAWAYINC DEL CL B NEW | 2015-02-20 | 2025-11-10 | $2,485 | $737 | $1,748 | $1,748 | |
| 5. BERKSHIRE HATHAWAYINC DEL CL B NEW | 2015-03-10 | 2025-11-10 | $2,485 | $718 | $1,767 | $1,767 | |
| 75. BOSTON SCIENTIFIC CORPORATION | 2025-09-16 | 2025-11-10 | $7,451 | $7,466 | -$15 | -$15 | |
| 5. BOSTON SCIENTIFIC CORPORATION | 2023-12-21 | 2025-11-10 | $497 | $276 | $221 | $221 | |
| 45. ISHARES CORE S&P 500 ETF | 2025-09-18 | 2025-11-10 | $30,627 | $29,847 | $780 | $780 | |
| 35. NVIDIA CORP COM | 2019-01-28 | 2025-11-10 | $6,825 | $122 | $6,703 | $6,703 | |
| 55. VALERO ENERGY CORP - NEW | 2022-05-09 | 2025-11-10 | $9,654 | $6,655 | $2,999 | $2,999 | |
| .75 SOLSTICE ADVANCED MATERIALS INC REGISTER | 2010-11-17 | 2025-12-30 | $37 | $8 | $29 | $29 | |
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P | |||||
| CAPITAL GAIN DIVIDENDS | $272 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,001,516 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,712 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,712 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,454 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EUGENE M MCQUADE | ||||||
| 1227 LAKE HOUSE DR | N PALM BEACH | FL | 334083370 | DIRECTOR | 1 | $0 |
| PEGGY J MCQUADE | ||||||
| 1227 LAKE HOUSE DR | N PALM BEACH | FL | 02818 | DIRECTOR | 1 | $0 |
| BANK OF AMERICA N A | ||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | AGENT FOR FIDUCIARY | 1 | $23,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,734,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $240,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,975,029 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,975,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,915,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,166 | TotalTaxAmt |
| Distributable Before Adj | $180,604 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,604 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $180,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $785,508 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $785,508 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $800,017 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $707,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $722,593 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $625,231 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $807,581 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,662,451 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $785,508 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $180,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $604,904 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,267,355 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $800,017 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,467,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $707,029 | ExcessFromYear4Amt |
| Excess From Year3 | $722,593 | ExcessFromYear3Amt |
| Excess From Year2 | $625,231 | ExcessFromYear2Amt |
| Excess From Year1 | $807,581 | ExcessFromYear1Amt |
| Excess From Current Year | $604,904 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS EYE & EAR | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | PC | UNRESTRICTED GENERAL | $30,000 | |
| CAPE & ISLANDS UNITED WAY | ||||||||
| PO BOX 367 | CENTERVILLE | MA | 02632 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| SPAULDING REHABILITATION HOSPITAL | ||||||||
| 300 FIRST AVENUE | BOSTON | MA | 02129 | N/A | PC | UNRESTRICTED GENERAL | $10,000 | |
| ARTS FOUNDATION OF CAPE COD | ||||||||
| 396 MAIN STREET | HYANNIS | MA | 02601 | N/A | PC | UNRESTRICTED GENERAL | $2,500 | |
| CAPE COD HEALTHCARE FOUNDATION | ||||||||
| 25 COMMUNICATION WAY | HYANNIS | MA | 02601 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| YMCA OF GREATER PROVIDENCE | ||||||||
| 33 BROAD STREET | PROVIDENCE | RI | 02903 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| OUR LADY OF MERCY REGIONAL | ||||||||
| 65 3RD STREET | EAST GREENWICH | RI | 02818 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| PROVIDENCE COUNTRY DAY SCHOOL | ||||||||
| 660 WATERMAN AVENUE | EAST PROVIDENCE | RI | 02914 | N/A | PC | UNRESTRICTED GENERAL | $15,000 | |
| CROSSROADS RHODE ISLAND | ||||||||
| 160 BROAD STREET | PROVIDENCE | RI | 029034028 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| UNITED WAY OF RHODE ISLAND | ||||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 02909 | N/A | PC | UNRESTRICTED GENERAL | $10,000 | |
| ALLIANCE TO PROTECT NANTUCKET SOUND INC | ||||||||
| 4 BARNSTABLE ROAD | HYANNIS | MA | 02601 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| BOYS & GIRLS CLUB OF AMERICA | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | CHAMPIONS OF YOUTH | $70,000 | |
| ST BONAVENTURE UNIVERSITY | ||||||||
| 3261 W STATE ROAD | SAINT BONAVENTURE | NY | 147789800 | N/A | PC | UNRESTRICTED GENERAL | $100,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 E LANCASTER AVENUE | VILLANOVA | PA | 19085 | N/A | PC | COLLEGE OF NURSING | $2,500 | |
| THE PONTIFICIAL COLLEGE | ||||||||
| 3211 4TH STREET NE | WASHINGTON | DC | 20017 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| HOUSING ASSISTANCE CORPORATION | ||||||||
| 460 WEST MAIN STREET | HYANNIS | MA | 026023698 | N/A | PC | UNRESTRICTED GENERAL | $2,500 | |
| THE IRELAND FUNDS AMERICA | ||||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | N/A | PC | UNRESTRICTED GENERAL | $200,000 | AKA THE AMERICAN IRELAND FUND |
| TUFTS MEDICAL CENTER | ||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 021111552 | N/A | PC | UNRESTRICTED GENERAL | $200,000 | |
| CARDINAL HAYES HIGH SCHOOL | ||||||||
| 650 GRAND CONCOURSE | BRONX | NY | 10451 | N/A | PC | FALL 2025 CAMPAIGN | $10,000 | |
| ADAKUM EDUCATIONAL FOUNDATION | ||||||||
| 525 WEST 141 STREET | NEW YORK | NY | 10031 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| SOPHIA ACADEMY | ||||||||
| 582 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | N/A | PC | UNRESTRICTED GENERAL | $2,700 | |
| CATHOLIC DIOCESE OF PROVIDENCE | ||||||||
| 1 CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | N/A | PC | 2024 CATHOLIC CHARITY | $2,000 | |
| LEADERSHIP TABLE | ||||||||
| 415 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | N/A | PC | UNRESTRICTED GENERAL | $60,000 | |
| NICKLAUS CHILDRENS HEALTH CARE | ||||||||
| 11780 US HIGHWAY ONE 105 | N PALM BEACH | FL | 334080000 | N/A | PC | UNRESTRICTED GENERAL | $10,000 | |
| LOST TREE CHAPEL | ||||||||
| 11149 TURTLE BEACH ROAD | N PALM BEACH | FL | 33408 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| LOST TREE VILLAGE FOUNDATION | ||||||||
| 8 CHURCH LANE | NORTH PALM BEACH | FL | 33408 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| DIOCESE OF PALM BEACH | ||||||||
| 9995 N MILITARY TRL | PALM BEACH GARDENS | FL | 33410 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| THE HYANNISPORT CLUB SCHOLARSHIP FD | ||||||||
| PO BOX 392 | HYANNIS PORT | MA | 02647 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 100656007 | N/A | PC | UNRESTRICTED GENERAL | $2,500 | |
| FROM THE HEART PRODUCTIONS | ||||||||
| 1013 HARBOR BLVD | OXNARD | CA | 93035 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,544 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,001,516 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,106,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,106,060 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE AND PEGGY MCQUADE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BANK OF AMERICA NA | AddressLine1Txt |
| Address Line2 | PO BOX 653067 | AddressLine2Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,015,553 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,900 Shares of Citigroup Inc | NoncashPropertyDesc |
| Fair Market Value | $1,015,553 | FairMarketValueAmt |
| Received | 2025-08-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 89236TLJ2 TOYOTA MOTOR CREDIT | $100,125 | $100,009 |
| 055451AY4 BHP BILLITON FIN USA | $100,385 | $100,110 |
| 06418GAC1 USD BANK NOVA SCOTIA | ||
| 02665WFD8 AMERICAN HONDA FINAN | $151,625 | $151,575 |
| 437076CV2 HOME DEPOT INC GLB | $151,457 | $151,119 |
| 459200AS0 INTL BUSINESS MACH C | $211,106 | $209,942 |
| 539830BZ1 LOCKHEED MARTIN CORP | $151,778 | $151,835 |
| 75513ECT6 RTX CORP GLB | $152,493 | $152,045 |
| 94988J6F9 WELLS FARGO BANK NA | $152,097 | $151,808 |
| 78017DAH1 ROYAL BANK OF CANADA | $102,228 | $102,245 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 438516106 HONEYWELL INTL INC D | $1,533 | $6,828 |
| 478160104 JOHNSON AND JOHNSON | $9,167 | $13,452 |
| 037833100 APPLE INC | $15,931 | $183,506 |
| 594918104 MICROSOFT CORP | $10,042 | $116,552 |
| 464287200 ISHARES CORE S&P 500 | $214,904 | $377,402 |
| 922908629 VANGUARD MID-CAP ETF | $67,027 | $149,463 |
| 922908751 VANGUARD SMALL CAP | $45,271 | $148,321 |
| 023135106 AMAZON COM INC COM | $6,156 | $62,321 |
| 22160K105 COSTCO WHOLESALE CRP | $8,018 | $30,182 |
| 084670702 BERKSHIRE HATHAWAYIN | $6,463 | $22,619 |
| 57636Q104 MASTERCARD INC | $4,648 | $19,981 |
| 02079K305 ALPHABET INC SHS | $10,136 | $106,420 |
| 30303M102 META PLATFORMS INC C | $34,382 | $89,772 |
| 464287465 ISHARES MSCI EAFE | $36,000 | $61,939 |
| 464288646 ISHARES TR ISHARES 1 | $354,881 | $362,968 |
| 666807102 NORTHROP GRUMMAN COR | $2,947 | $10,264 |
| 437076102 HOME DEPOT INC | $9,241 | $15,485 |
| 464288513 ISHARES IBOXX$ HIGH | $85,177 | $79,824 |
| 21036P108 CONSTELLATION BRANDS | ||
| 101137107 BOSTON SCIENTIFIC CO | $11,468 | $22,407 |
| 11135F101 BROADCOM INC | $15,113 | $46,724 |
| 74460W669 PUBLIC STORAGE SERIE | $97,051 | $74,592 |
| 931142103 WALMART INC | $21,894 | $40,108 |
| 053015103 AUTOMATIC DATA PROC | $2,287 | $9,003 |
| 92826C839 VISA INC CL A SHRS | $3,558 | $19,640 |
| 808513600 CHARLES SCHWAB CORP | $96,208 | $90,625 |
| 75513E101 RTX CORP CORP | $2,328 | $17,790 |
| 922042858 VANGUARD FTSE EMERGI | $54,191 | $69,888 |
| 20825C104 CONOCOPHILLIPS | $6,932 | $6,553 |
| 91913Y100 VALERO ENERGY CORP N | ||
| 92206C870 VANGUARD INTERMEDIAT | $415,657 | $430,894 |
| 532457108 ELI LILLY & CO | $1,599 | $21,494 |
| 007903107 ADVNCD MICRO D INC | ||
| 67066G104 NVIDIA | $2,725 | $231,260 |
| 21037T109 CONSTELLATION ENERGY | $23,996 | $33,561 |
| 83443Q103 SOLSTICE ADVANCED MA | $87 | $389 |
| 093712107 BLOOM ENERGY CORP | $24,737 | $29,977 |
| 74762E102 QUANTA SERVICES INC | $46,324 | $50,647 |
| 92537N108 VERTIV HLDG CO | $68,831 | $83,435 |
| 14040H105 CAPITAL ONE FINL | $22,722 | $24,236 |
| 18915M107 CLOUDFLARE INC REG S | $33,539 | $30,558 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME ADJUSTMENT | $1,333 |
| ADJUST MARKET TO TAX | $577,007 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AG FILING FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO CARRYING VALUE | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR | $4,736 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $11,712 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $198 | $198 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $128 | $128 | $0 |
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