MARY S HOLZWASSER CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARY S HOLZWASSER CHARITABLE TRUST (EIN 04-2679759)
- Tax period
- 2025-08-01 to 2026-07-31
- Filed
- 2026-09-22
- IRS object ID
- 202632659349100518
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-22T11:07:19-05:00 | ReturnTs |
| Tax Period End | 2026-07-31 | 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 | 2025-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042679759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY S HOLZWASSER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | 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 | MARK A NOWAK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174496500 | PhoneNum |
| Signature | 2026-09-22 | 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 |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $884,229 | 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 |
| Interest On Sav Rev And Expnss | $149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $149 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $149 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,302 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,302 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $344,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,034 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $132,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,485 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,451 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,477 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $450 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,995 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,962 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,621 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,621 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,451 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,300 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $346,570 | CorporateStockBOYAmt |
| Corporate Stock EOY | $424,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $663,858 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $177,156 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $142,524 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $171,071 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $542,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $616,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $884,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $358,786 | CapitalStockBOYAmt |
| Capital Stock EOY | $358,786 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $183,459 | RetainedEarningBOYAmt |
| Retained Earning EOY | $257,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $542,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $616,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $542,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $616,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $542,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46 | OtherIncreasesAmt |
| Subtotal | $616,326 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $616,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 15 SHRS ALPHABET INC | P | 2015-08-27 | 2025-08-21 | $3,015 | $468 | $2,547 | $2,547 |
| 15 SHRS ALPHABET INC | P | 2015-08-27 | 2026-05-26 | $5,745 | $468 | $5,277 | $5,277 |
| 15 SHRS ALPHABET INC | P | 2015-08-27 | 2015-08-27 | $4,981 | $437 | $4,544 | $4,544 |
| 366.435 SHRS ALPHABET INC | P | 2023-04-17 | 2026-07-31 | $10,000 | $6,246 | $3,754 | $3,754 |
| 40 SHRS APPLIED FIN EXPLORER | P | 2023-08-17 | 2025-08-21 | $11,562 | $3,333 | $8,229 | $8,229 |
| 5 SHRS APPLIED FIN EXPLORER | P | 2023-08-17 | 2026-07-31 | $1,939 | $417 | $1,522 | $1,522 |
| 6 SHRS CHEVRON CORP | P | 2010-12-08 | 2026-07-31 | $1,180 | $516 | $664 | $664 |
| 60 SHRS CONSTELLATION BRANDS | P | 2025-05-14 | 2025-10-08 | $8,650 | $11,171 | -$2,521 | -$2,521 |
| 20 SHRS DELL TECHNOLOGIES | P | 2025-01-27 | 2026-05-26 | $6,087 | $2,024 | $4,063 | $4,063 |
| 20 SHRS DELL TECHNOLOGIES | P | 2025-01-27 | 2026-07-31 | $8,146 | $2,024 | $6,122 | $6,122 |
| 52 SHRS DIAMOND ENERGY | P | 2023-05-24 | 2026-02-02 | $8,251 | $6,967 | $1,284 | $1,284 |
| 25 SHRS DIAMOND ENERGY | P | 2025-05-14 | 2026-02-02 | $3,967 | $3,623 | $344 | $344 |
| 190 SHRS EDWARDS LIFESCIENCES | P | 2013-02-20 | 2026-01-09 | $16,209 | $2,754 | $13,455 | $13,455 |
| FIDELITY EMERGING MARKETS | P | 2023-05-04 | 2026-07-31 | $87,527 | $50,994 | $36,533 | $36,533 |
| 5 SHRS JP MORGAN CHASE | P | 2024-01-29 | 2026-07-31 | $1,764 | $863 | $901 | $901 |
| 5 SHRS LOWES COMPANIES | P | 2024-04-05 | 2025-08-21 | $1,283 | $1,197 | $86 | $86 |
| 5 SHRS MARRIOTT | P | 2024-01-29 | 2025-08-21 | $1,312 | $1,210 | $102 | $102 |
| 14 SHRS MARRIOTT | P | 2024-01-29 | 2026-04-02 | $4,638 | $3,388 | $1,250 | $1,250 |
| 5 SHRS MASTERCARD | P | 2009-02-06 | 2026-07-31 | $2,865 | $80 | $2,785 | $2,785 |
| 4 SHRS META PLATFORMS | P | 2024-01-29 | 2025-08-21 | $2,955 | $1,611 | $1,344 | $1,344 |
| 10 SHRS MICROSOFT CORP | P | 2018-11-13 | 2025-08-21 | $5,060 | $1,085 | $3,975 | $3,975 |
| MORGAN STANLEY INTNL ADVANTAGE | P | 2023-08-17 | 2026-07-31 | $83,898 | $63,750 | $20,148 | $20,148 |
| 58 SHRS NOVO NORDISK | P | 2023-10-03 | 2025-09-03 | $3,282 | $5,083 | -$1,801 | -$1,801 |
| 25 SHRS NOVO NORDISK | P | 2023-10-03 | 2025-09-03 | $1,415 | $2,191 | -$776 | -$776 |
| 25 SHRS NOVO NORDISK | P | 2024-04-05 | 2025-09-03 | $1,415 | $3,140 | -$1,725 | -$1,725 |
| 140 SHRS NOVO NORDISK | P | 2025-05-14 | 2025-09-03 | $7,921 | $9,010 | -$1,089 | -$1,089 |
| 250 SHRS NOVO NORDISK | P | 2025-08-01 | 2026-02-26 | $9,398 | $12,027 | -$2,629 | -$2,629 |
| 10 SHRS PALO ALTO NETWORKS | P | 2024-04-05 | 2026-07-31 | $3,313 | $1,344 | $1,969 | $1,969 |
| 22 SHRS RTX CORPORATION | P | 2023-09-23 | 2026-07-31 | $4,731 | $1,890 | $2,841 | $2,841 |
| 18 SHRS TRAVELERS | P | 2010-05-25 | 2026-04-02 | $5,281 | $863 | $4,418 | $4,418 |
| 5 SHRS TRAVELERS | P | 2010-05-25 | 2026-07-31 | $1,885 | $240 | $1,645 | $1,645 |
| 20 SHRS VALERO ENERGY CORP | P | 2023-05-24 | 2026-07-31 | $6,222 | $2,294 | $3,928 | $3,928 |
| 5 SHRS VALERO ENERGY CORP | P | 2024-04-05 | 2026-07-31 | $1,556 | $918 | $638 | $638 |
| 40 SHRS VERTIV HOLDINGS CO | P | 2024-10-29 | 2026-03-23 | $11,031 | $4,516 | $6,515 | $6,515 |
| 40 SHRS ZOETIS INC | P | 2024-04-05 | 2026-05-14 | $2,975 | $6,640 | -$3,665 | -$3,665 |
| 45 SHRS ZOETIS INC | P | 2025-05-14 | 2026-05-14 | $3,347 | $6,990 | -$3,643 | -$3,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,034 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,994 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $43 | EsPenaltyAmt |
| Tax Due | $1,851 | TaxDueAmt |
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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MCCARTER ENGLISH LLP | IndividualWithBooksNm |
| Phone | 6174496500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARK A NOWAK | ||||||||
| MCCARTER ENGLISH 265 FRANKLIN ST | BOSTON | MA | 02110 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JOANN COHN | ||||||||
| 6349 DAYLILLY CT PO BOX 8551 | ALTA LOMA | CA | 91737 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCCARTER & ENGLISH LLP | |||||
| 265 FRANKLIN ST | BOSTON | MA | 02110 | LEGAL AND ACCOUNTING | $12,477 |
| MCCARTER PRIVATE WEALTH SERVICES | |||||
| 265 FRANKLIN ST | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT | $7,949 |
| 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 | $598,674 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $195,439 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $828,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $828,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $815,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,808 | TotalTaxAmt |
| Distributable Before Adj | $38,972 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,972 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,972 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,583 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,583 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,972 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,266 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,583 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,266 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,317 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $21,655 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ART CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 WASHINGTON PARK | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | DEVELOPMENT OF VISUAL ARTISTS AND CULTIVATION OF A COMMUNITY THAT APPRECIATES ART | GrantOrContributionPurposeTxt |
| Amt | $36,621 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,621 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,034 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,485 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $12,477 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| THERMO FISHER SCIENTIFIC | $11,817 | $24,121 |
| AUTOZONE INC | $4,112 | $12,065 |
| TJX COS | $236 | $14,947 |
| CHEVRON CORP | $7,281 | $14,762 |
| VALERO ENERGY | $7,969 | $15,645 |
| MASTERCARD INC | $483 | $17,193 |
| TRAVELERS COMPANIES | $2,061 | $16,097 |
| ALPHABET INC | $6,180 | $24,966 |
| MICROSOFT CORP | $4,231 | $18,124 |
| AMAZON COM | $17,517 | $24,442 |
| BANK OF AMERICA | $8,168 | $13,010 |
| BROADCOM INC | $5,833 | $27,250 |
| COSTCO WHOLESALE | $8,669 | $13,326 |
| EATON CORP | $9,105 | $15,362 |
| JP MORGAN CHASE | $11,214 | $22,866 |
| LOWES COMPANIES | $15,027 | $13,508 |
| MARRIOTT | $8,713 | $13,422 |
| META PLATFORMS | $10,471 | $14,474 |
| PALO ALTO NETWORKS | $9,185 | $19,910 |
| PEPSICO INC | $12,753 | $11,863 |
| QUALCOMM INC | $18,210 | $16,975 |
| RTX CORP | $6,445 | $16,142 |
| SALESFORCE | $14,788 | $9,201 |
| TRANE TECHNOLOGIES | $10,398 | $13,649 |
| VERTEX | $14,622 | $16,699 |
| APPLE INC | $15,810 | $21,624 |
| GE VERNOVA INC | $4,176 | $13,864 |
| NVIDIA CORP | $9,817 | $16,060 |
| VERTIV HOLDINGS CO | $6,571 | $14,494 |
| DELL TECHNOLOGIES | $6,704 | $24,322 |
| AMPHENOL CORP | $7,066 | $8,356 |
| ASTRAZENECA PLC | $18,337 | $16,116 |
| ELI LILLY & CO | $18,337 | $19,530 |
| NETFLIX INC | $19,338 | $16,493 |
| NEXTERA ENERGY INC | $12,190 | $12,256 |
| SPDR PORTFOLIO EMERG MKTS | $80,668 | $80,724 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APPLIED FIN EXPLORER | AT COST | $58,514 | $87,220 |
| SPDR INDEX SHARES | AT COST | $84,010 | $83,851 |
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 |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $7,949 | $1,987 | $0 | $5,962 |
| BANK FEES | $8 | $8 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $46 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US TREASURY | $910 | $0 | $0 | $0 |
| COMMONWEALTH OF MASSACHUSETTS | $35 | $0 | $0 | $0 |
| FOREIGN TAXES | $450 | $450 | $0 | $0 |
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