LAWRENCE MODEL LODGING HOUSING TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE MODEL LODGING HOUSING TR (EIN 04-6034850)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-08-14
- IRS object ID
- 202642269349100229
- Schema version
- 2025v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T15:16:03-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221534652 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCARTER & ENGLISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 FRANKLIN STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046034850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE MODEL LODGING HOUSES TRUST | BusinessNameLine1Txt |
| Business Name Line2 | DONALD E VAUGHAN ET AL TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 6174496500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCCARTER ENGLISH 265 FRANKLIN ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD E VAUGHAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174496500 | PhoneNum |
| Signature | 2026-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD E SCHWARTZ | PreparerPersonNm |
| PTIN | P00341233 | PTIN |
| Phone | 6174496500 | PhoneNum |
| 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 | $1,853,879 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,964 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,964 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $330,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,799 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $229,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229,763 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $36,964 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,002 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,252 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,663 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,416 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,247 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,727 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,964 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $224,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,819 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,819 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,285 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $100,176 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $525,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $569,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,263,559 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,916 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $58,980 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $58,404 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $251,145 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $260,823 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $285,921 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,050,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,135,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,853,879 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $904,327 | CapitalStockBOYAmt |
| Capital Stock EOY | $904,327 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $146,331 | RetainedEarningBOYAmt |
| Retained Earning EOY | $231,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,050,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,135,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,050,658 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,135,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,050,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67 | OtherIncreasesAmt |
| Subtotal | $1,135,650 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,135,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 35 SHRS ALPHABET INC | P | 2013-03-25 | 2025-10-23 | $8,874 | $717 | $8,157 | $8,157 |
| 50 SHRS ALPHABET INC | P | 2013-03-25 | 2025-10-29 | $13,669 | $1,024 | $12,645 | $12,645 |
| 40 SHRS BROADCOM INC | P | 2013-11-01 | 2025-10-23 | $13,815 | $181 | $13,634 | $13,634 |
| 50 SHRS BROADCOM INC | P | 2013-11-01 | 2025-10-29 | $19,038 | $226 | $18,812 | $18,812 |
| 25 SHRS CHEVRON INC | P | 2010-10-15 | 2025-10-29 | $3,891 | $2,090 | $1,801 | $1,801 |
| 100 SHRS CONSTELLATION BRANDS | P | 2023-11-27 | 2025-10-23 | $13,972 | $23,786 | -$9,814 | -$9,814 |
| 50 SHRS DEERE & CO | P | 2024-11-15 | 2025-10-23 | $23,457 | $19,957 | $3,500 | $3,500 |
| 20 SHRS DELL TECHNOLOGIES | P | 2024-11-15 | 2025-10-29 | $3,274 | $2,636 | $638 | $638 |
| 35 SHRS DIAMONDBACK ENERGY | P | 2021-12-07 | 2025-10-29 | $5,023 | $4,029 | $994 | $994 |
| 235 SHRS DIAMONDBACK ENERGY | P | 2021-12-07 | 2026-02-05 | $38,800 | $27,051 | $11,749 | $11,749 |
| 145 EDWARDS LIFESCIENCES | P | 2004-03-19 | 2025-10-29 | $12,002 | $376 | $11,626 | $11,626 |
| 500 EDWARDS LIFESCIENCES | P | 2004-03-19 | 2026-02-05 | $38,965 | $1,296 | $37,669 | $37,669 |
| 15 SHRS GE VERNOVA INC | P | 2024-11-15 | 2025-10-29 | $8,708 | $4,962 | $3,746 | $3,746 |
| 25,000 GOLDMAN SACHS BK | P | 2019-08-13 | 2025-09-17 | $25,000 | $25,002 | -$2 | -$2 |
| 25 SHRS JP MORGAN CHASE | P | 1963-05-06 | 2025-10-29 | $7,361 | $20 | $7,341 | $7,341 |
| 25 SHRS JP MORGAN CHASE | P | 1963-05-06 | 2025-10-29 | $7,633 | $20 | $7,613 | $7,613 |
| 20 SHRS MASTERCARD | P | 2014-01-13 | 2025-10-29 | $11,077 | $1,531 | $9,546 | $9,546 |
| 20 SHRS MICROSOFT CORP | P | 2018-11-01 | 2025-10-23 | $10,450 | $2,145 | $8,305 | $8,305 |
| 20 SHRS MICROSOFT CORP | P | 2018-11-01 | 2025-10-29 | $10,779 | $2,145 | $8,634 | $8,634 |
| 500 SHRS NOVO NORDISK | P | 2007-07-06 | 2026-02-05 | $21,633 | $2,779 | $18,854 | $18,854 |
| 15 SHRS THERMO FISHER | P | 2018-09-06 | 2025-10-29 | $8,447 | $3,525 | $4,922 | $4,922 |
| 25 SHRS TJX COS INC | P | 2003-09-25 | 2025-10-29 | $3,550 | $125 | $3,425 | $3,425 |
| 40 SHRS VERTEX | P | 2022-02-17 | 2025-10-29 | $16,648 | $9,214 | $7,434 | $7,434 |
| 20 SHRS VERTIV HOLDINGS CO | P | 2024-11-15 | 2025-10-29 | $3,976 | $2,406 | $1,570 | $1,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,799 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,454 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,762 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,762 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $238 | OverpaymentAmt |
| Applied To ES Tax | $238 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD E VAUGHAN TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174496500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCCARTER ENGLISH 265 FRANKLIN ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD E VAUGHAN | |||||||||||||
| MCCARTER ENGLISH 265 FRANKLIN ST | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 | |||||
| ASHLEY BROOKS | |||||||||||||
| SULLIVAN WORCESTER 1 POST OFFICE SQ | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $5,501 | $0 | $0 | |||||
| PETER SHAPIRO | |||||||||||||
| TRUSTEE | 1.00 | $5,501 | $0 | $0 | 42 RUE DES PLAINES | AUSTIN | JOB | CA | 1BO | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCARTER & ENGLISH LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 FRANKLIN ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $17,663 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,547,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,732,897 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,732,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,706,904 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,762 | TotalTaxAmt |
| Distributable Before Adj | $82,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,583 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,567 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,567 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,878 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,302 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $23,228 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,984 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $102,744 | 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 | $28,352 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,392 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,878 | ExcessFromYear4Amt |
| Excess From Year3 | $5,302 | ExcessFromYear3Amt |
| Excess From Year1 | $23,228 | ExcessFromYear1Amt |
| Excess From Current Year | $27,984 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD E VAUGHAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCCARTER ENGLISH 265 FRANKLIN ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174496500 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | BOSTON CHARITIES ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLSTON BRIGHTON COMMUNITY DEV | ||||||
| 18R SHEPARD STREET | BRIGHTON | MA | 02135 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $4,000 |
| BOSTON BUILDING RESOURCES | ||||||
| 100 TERRACE STREET | BOSTON | MA | 02120 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $5,000 |
| BROOKVIEW HOUSE | ||||||
| 2 BROOKVIEW STREET | DORCHESTER | MA | 02124 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $2,500 |
| CARITAS COMMUNITIES | ||||||
| 25 BRAINTREE HILL OFFICE PARK | BRAINTREE | MA | 02184 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $12,000 |
| FAMILY AID BOSTON | ||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $2,000 |
| FENWAY COMMUNITY DEVELOPMENT CORP | ||||||
| 70 BURBANK STREET | BOSTON | MA | 02115 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $7,500 |
| FRIENDS OF BOSTON'S HOMELESS | ||||||
| 12 WISE STREET | BOSTON | MA | 02130 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $2,500 |
| GREATER BOSTON LEGAL SERVICES | ||||||
| 197 FRIEND STREET | BOSTON | MA | 02114 | PC | TO HELP SUPPORT LEGAL SERVICES FOR THE NEEDY | $5,000 |
| JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORP | ||||||
| 31 GERMANIA ST | JAMACA PLAIN | MA | 02130 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $8,000 |
| LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING | ||||||
| 16 BEACON STREET | BOSTON | MA | 02108 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $10,000 |
| METROPOLITAN BOSTON HOUSING | ||||||
| 125 LINCOLN STREET 5TH FLOOR | BOSTON | MA | 02111 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $10,000 |
| NEW ENGLAND CENTER AND HOME FOR VETERANS | ||||||
| 17 COURT STREET | BOSTON | MA | 02108 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $5,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02115 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $2,500 |
| ROGERSON COMMUNITIES | ||||||
| 1 FLORENCE STREET | ROSLINDALE | MA | 02131 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $1,000 |
| SOJOURNER HOUSE | ||||||
| 85 ROCKLAND STREET | ROXBURY | MA | 02119 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $5,000 |
| VICTORY PROGRAMS | ||||||
| 13 ISABELLA ST | BOSTON | MA | 02116 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $2,500 |
| VOLUNTEER LAWYER PROJECT | ||||||
| 7 WINTHROP SQUARE | BOSTON | MA | 02110 | PC | TO HELP SUPPORT HOUSING FOR THE NEEDY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192,799 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $229,763 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,763 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIAMOND HILL CORE | $30,385 | $29,956 |
| PIMCO INCOME | $28,595 | $28,448 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $6,860 | $96,333 |
| AMAZON COM | $18,231 | $18,744 |
| AUTOZONE INC | $4,645 | $40,533 |
| BROADCOM INC | $1,310 | $89,758 |
| CHEVRON CORP | $17,974 | $44,483 |
| COSTCO WHOLESALE | $18,167 | $19,929 |
| DELL TECHGNOLOGIES | $15,816 | $19,696 |
| EATON CORP | $17,515 | $21,460 |
| ENTERPRISE PRODUCT PARTNERS | $20,299 | $37,840 |
| GE VERNOVA INC | $13,233 | $34,916 |
| JP MORGAN CHASE | $211 | $79,423 |
| JP MORGAN EXCHANGE | $39,423 | $40,205 |
| LOWES COMPANIES | $18,860 | $16,540 |
| MARRIOTT | $19,536 | $22,895 |
| MASTERCARD | $8,803 | $57,461 |
| META PLATFORMS INC | $27,754 | $28,607 |
| MICROSOFT CORP | $14,476 | $49,973 |
| NVIDIA CORP | $17,033 | $20,928 |
| PALO ALTO NETWORKS | $19,363 | $16,032 |
| PEPSICO INC | $22,754 | $20,964 |
| RTX CORPORATION | $19,052 | $46,296 |
| THERMO FISHER SCIENTIFIC | $27,027 | $56,526 |
| TJX COS INC | $2,553 | $81,447 |
| TRAVELERS COS | $8,906 | $74,378 |
| VERTEX PHARMACEUTICALS | $20,732 | $40,189 |
| VERTIV HOLDINGS | $12,631 | $26,311 |
| ZOETIS INC | $14,427 | $11,821 |
| APPLE INC | $17,456 | $16,496 |
| ELI LILLY & COMPANY | $21,296 | $19,315 |
| NETFLIX INC | $40,432 | $48,075 |
| NEXTERA ENERGY INC | $35,832 | $37,152 |
| QUALCOMM INC | $14,279 | $10,302 |
| VALERO ENERGY CORP | $12,857 | $18,531 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,285 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $100,176 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APPLIED EXPLORER | AT COST | $50,766 | $57,479 |
| EATON VANCE FLOATING RATE | AT COST | $55,992 | $52,977 |
| FIDELITY EMERGING MKTS | AT COST | $23,446 | $34,087 |
| FIDELITY REAL ESTATE INCOME FD | AT COST | $28,813 | $32,245 |
| FIDELITY TOTAL BOND FD | AT COST | $55,717 | $57,511 |
| MORGAN STANLEY INTNL ADVANTAGE | AT COST | $46,089 | $51,622 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,663 | LegalFeesAmt |
| Net Investment Income | $4,416 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,247 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $31 | $31 | $0 | $0 |
| STATE FILING FEE | $70 | $0 | $0 | $70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $67 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST MANAGMENT FEES | CategoryTxt |
| Amt | $18,337 | Amt |
| Net Investment Income | $18,337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,235 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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