SCARLETT CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SCARLETT CHARITABLE TRUST (EIN 83-2906731)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-15
- IRS object ID
- 202632589349100033
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T12:01:17-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042738098 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOULSTON & STORRS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 832906731 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCARLET CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCAR | BusinessNameControlTxt |
| Phone | 6174821776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 POST OFFICE SQUARE FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE J HALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174821776 | PhoneNum |
| Signature | 2026-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175746482 | PhoneNum |
| Preparation | 2026-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,324,966 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $6,416 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,416 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,981 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $366,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $483,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $366,388 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $418,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $418,785 | TotalNetInvstIncmAmt |
| 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 | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $988 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $988 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,503 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,503 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,188 | 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 | $51 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,526 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $506,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $506,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $532,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $513,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$113,496 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $410,090 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $291,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,393 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $190,393 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $99,974 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $99,974 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $100,637 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $739,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $731,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,603,294 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $254,093 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $253,264 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $257,602 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $150,317 | OtherAssetsBOYAmt |
| Other Assets EOY | $150,317 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $173,040 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,536,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,425,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,324,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,536,128 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,425,698 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,536,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,425,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,536,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,425,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,536,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$113,496 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,614 | OtherIncreasesAmt |
| Subtotal | $1,426,246 | SubtotalAmt |
| Other Decreases | $548 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,425,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100. ANALOG DEVICES INC COM | 2016-05-05 | 2025-06-17 | $22,798 | $5,664 | $17,134 | $17,134 |
| 75. WASTE MGMT INC | 2016-06-24 | 2025-06-17 | $17,545 | $4,754 | $12,791 | $12,791 |
| 345. NVIDIA CORPORATION | 2019-01-25 | 2025-07-15 | $58,688 | $1,364 | $57,324 | $57,324 |
| 200. APPLE COMPUTER INC COM | 2016-06-24 | 2025-09-10 | $45,270 | $4,712 | $40,558 | $40,558 |
| 205. AUTOMATIC DATA PROCESSING COM | 2003-10-23 | 2025-09-10 | $59,603 | $6,017 | $53,586 | $53,586 |
| 200. FISERV INC COM | 2017-04-26 | 2025-09-10 | $26,464 | $11,876 | $14,588 | $14,588 |
| 70. MASTERCARD INCORPORATED | 2016-03-18 | 2025-09-10 | $40,528 | $6,431 | $34,097 | $34,097 |
| 375. NOVARTIS AG ADR | 2017-11-13 | 2025-09-10 | $47,391 | $25,579 | $21,812 | $21,812 |
| 200. PROCTER & GAMBLE CO COM | 2018-01-30 | 2025-09-10 | $31,525 | $17,373 | $14,152 | $14,152 |
| 375. XYLEM INC | 2016-06-24 | 2025-09-10 | $51,403 | $16,333 | $35,070 | $35,070 |
| 75. AUTOMATIC DATA PROCESSING COM | 2003-10-23 | 2025-09-29 | $21,878 | $1,863 | $20,015 | $20,015 |
| 25. STRYKER CORP COM | 2011-01-11 | 2025-09-29 | $9,194 | $1,452 | $7,742 | $7,742 |
| 70. AUTOMATIC DATA PROCESSING COM | 1997-08-20 | 2025-11-18 | $17,460 | $1,265 | $16,195 | $16,195 |
| 123. NVIDIA CORPORATION | 2019-01-25 | 2025-11-25 | $21,396 | $486 | $20,910 | $20,910 |
| 200. FISERV INC COM | 2017-03-13 | 2025-11-26 | $12,174 | $11,762 | $412 | $412 |
| .1111 UNILEVER PLC SPONSORED ADR | 2016-10-25 | 2025-12-19 | $7 | $5 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $366,388 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,700 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,700 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $500 | OverpaymentAmt |
| Applied To ES Tax | $500 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURIE J HALL ESQ | BusinessNameLine1Txt |
| Business Name Line2 | GOULSTON & STORRS PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175744028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 POST OFFICE SQ FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 |
|---|---|---|---|---|---|---|
| LAURIE J HALL | ||||||
| C/O GOULSTON1 POST OFFICE SQ FL 25 | BOSTON | MA | 02109 | TRUSTEE | 1 | $0 |
| MEREDITH BEEUWKES SCARLET | ||||||
| PO BOX 516 | GROTON | MA | 01450 | TRUSTEE | 1 | $0 |
| BENJAMIN S SCARLET | ||||||
| PO BOX 516 | GROTON | MA | 01450 | TRUSTEE | 1 | $0 |
| 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 | $2,316,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,498,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,498,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,461,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,700 | TotalTaxAmt |
| Distributable Before Adj | $117,366 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,366 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,366 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $513,526 | 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 | $513,526 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92,251 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $127,213 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,523 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $348,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $513,526 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $396,160 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $745,147 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $745,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,251 | ExcessFromYear4Amt |
| Excess From Year3 | $127,213 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $129,523 | ExcessFromYear1Amt |
| Excess From Current Year | $396,160 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MEREDITH BEEUWKES SCARLET | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 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 |
|---|---|---|---|---|---|---|---|---|
| PARTNER IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 21705 | NONE | PC | GENERAL & UNRESTRICTED | $30,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL & UNRESTRICTED | $20,000 | |
| MIDWEST ACCESS COALITION | ||||||||
| PO BOX 408363 | CHICAGO | IL | 60640 | NONE | PC | GENERAL & UNRESTRICTED | $20,000 | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE STE 800 | WASHINGTON | DC | 20002 | NONE | PC | GENERA & UNRESTRICTED | $10,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVE ST 600 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL & UNRESTRICTED | $20,000 | |
| NPR | ||||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | NONE | PC | GENERAL & UNRESTRICTED | $10,000 | |
| LOAVES AND FISHES FOOD PANTRY | ||||||||
| PO BOX 1 | AYER | MA | 01432 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 | |
| GREEN MOUNTAIN HORSE ASSOCIATION | ||||||||
| PO BOX 8 | SOUTH WOODSTOCK | VT | 05071 | NONE | PC | GENERAL & UNRESTRICTED | $20,000 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | NONE | PC | GENERAL & UNRESTRICTED | $10,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | ||||||||
| 2 BOYLSTON ST 3RD FL | BOSTON | MA | 02116 | NONE | PC | GENERAL & UNRESTRICTED | $150,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL & UNRESTRICTED | $30,000 | |
| THE GREATER BOSTON FOOD BANK | ||||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 | |
| FOOD PROJECT INC | ||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | NONE | PC | GENERAL & UNRESTRICTED | $20,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | GENERA & UNRESTRICTED | $20,000 | |
| ACLU FOUNDATION | ||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL & UNRESTRICTED | $50,000 | |
| ARBOR DAY FOUNDATION | ||||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 | |
| ALI FORNEY CENTER | ||||||||
| 307 W 38TH ST FL2 | NEW YORK | NY | 06510 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 | |
| JANES DUE PROCESS INC | ||||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | NONE | PC | GENERAL & UNRESTRICTED | $10,000 | |
| FLORENCE IMMIGRANT AND REFUGEE RIGHTS | ||||||||
| PO BO 86299 | TUCSON | AZ | 85754 | NONE | PC | GENERAL & UNRESTICTED | $20,000 | PROJECT |
| INSTITUTE FOR APPLIED ECOLOGY | ||||||||
| 4950 SW HOUT STREET | CORVALLIS | OR | 97333 | NONE | PC | GENERAL & UNRESTRICTED | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $506,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,416 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,981 | 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 | $366,388 | 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 | $418,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $418,785 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,975 | Amt |
| Net Investment Income | $988 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $988 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 T MOBILE USA INC DTD 5/ | $50,382 | $50,920 |
| 50,000 BECTON DICKINSON & CO D | $50,120 | $51,015 |
| 50,000 CVS HEALTH CORP DTD 06/ | $50,510 | $51,091 |
| 50,000 OTIS WORLDWIDE CORP DTD | $50,767 | $51,543 |
| 50,000 SYSCO CORP DTD 04/02/20 | $51,485 | $53,033 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 ABBOTT LABS COM | $18,794 | $75,174 |
| 400 ANALOG DEVICES INC COM | $21,973 | $108,480 |
| 350 APPLE COMPUTER | $8,246 | $95,151 |
| 400 APTAR GROUP IN | $35,268 | $48,784 |
| 350 AUTOMATIC DATA PROCESSING | ||
| 325 DANAHER CORP | $20,253 | $74,399 |
| 300 INTERNATION BUSINESS MACHI | $54,863 | $88,863 |
| 400 FISERV INC COM | ||
| 25 MICROSOFT CORP COM | $12,367 | $12,091 |
| 300 JOHNSON & JOHNSON COM | $16,828 | $62,085 |
| 175 STRYKER CORP COM | $10,161 | $61,507 |
| 200 ALCON AG CORP COMMON | $16,085 | $15,762 |
| 200 PROCTER & GAMBLE CO COM | $16,786 | $28,662 |
| 250 ROCKWELL AUTOMATION | $27,580 | $97,268 |
| 200 STRYKER CORP COM | ||
| 711 UNILEVER PLC SPONSORED ADR | $31,418 | $46,499 |
| 105 MASTERCARD INC | $9,467 | $59,942 |
| 375 NOVARTIS AG ADR | $23,216 | $51,701 |
| 400 WASTE MGMT INC | $22,410 | $87,884 |
| 400 XYLEM INC | $14,871 | $54,472 |
| 60 VERTEX PHARMACEUTICALS INC | $26,023 | $27,202 |
| 60 VERTEX PHARMACEUTICALS INC | ||
| 469 NVIDIA CORP | $1,854 | $87,469 |
| 160 MAGNUM ICE CREAM CO NV | $1,731 | $2,536 |
| 600 MCCORMICK & CO COM NON VOT | $46,906 | $40,866 |
| 75 L'OREAL | $18,149 | $33,277 |
| 450 VERALTO CORP COMMON | $35,253 | $44,901 |
| 1,150 RELX PLC SPON ADR | $52,913 | $46,483 |
| 750 CARRIER GLOBAL CORP | $44,132 | $39,630 |
| 550 CROWN HOLDINGS INC | $45,769 | $56,634 |
| 350 TJX COS INC NEW COM | $33,347 | $53,764 |
| 450 AMPHENOL CORP CL A | $26,253 | $60,813 |
| 450 DANONE | $38,834 | $40,995 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,974 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $100,637 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 20,000 BOSTON IMPACT INITIATIV | $20,600 | $20,600 | $20,000 |
| 1 IROQUOIS VALLEY FARMLAND REI | $49,717 | $49,717 | $73,040 |
| 55.000 SOCIAL CAPITAL FUND | $55,000 | $55,000 | $55,000 |
| PROMISSORY NOTE FROM COOPERATI | $25,000 | $25,000 | $25,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANS POSTED AFTER PERIOD ENDED | $541 |
| ROUNDING | $7 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORM PC & ANNUAL REPORT FILING | $35 | $0 | $35 |
| ADR PASS-THROUGH FEES | $16 | $16 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANS POSTED FOR PRIOR PERIOD | $1,033 |
| ACCRUED INT PD C/O FROM 2024 | $58 |
| ADJ TO BEGINNING CASH | $598 |
| CORRECTION POSTING-1/6/22 RECEIPT -SOCIA | $1,925 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES | CategoryTxt |
| Amt | $13,006 | Amt |
| Net Investment Income | $6,503 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,503 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,188 | $1,188 | $0 |
| OTHER TAXES (NOT SUBJECT TO $1 | $3,861 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,200 | $0 | $0 |
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