MARY T LANE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARY T LANE FOUNDATION (EIN 46-6868808)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202621259349100342
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- 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 | 2026-05-05T13:01:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST SUITE 800 | AddressLine1Txt |
| City | Providence | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 466868808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY T LANE FOUNDATION CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANE | BusinessNameControlTxt |
| Phone | 7815814292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH ST OLIVER ST TWR STE 901 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EASTERN BANK | PersonNm |
| Person Title | Executive VP | PersonTitleTxt |
| Phone | 7815814292 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-04-29 | 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 | $4,514,380 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $91,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,065 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $252,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,900,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,756 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $343,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,821 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,703 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,352 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,352 | 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 | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,556 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,458 | 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 | $35 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $50,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,816 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,816 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,141,327 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,257,747 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,514,380 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,141,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,257,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,514,380 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,141,327 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,257,747 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,141,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,257,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,141,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,257,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,141,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,160 | ExcessRevenueOverExpensesAmt |
| Other Increases | $964 | OtherIncreasesAmt |
| Subtotal | $3,260,451 | SubtotalAmt |
| Other Decreases | $2,704 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,257,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (248 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 21. ABBOTT LABS | 2025-06-27 | 2025-11-03 | $2,578 | $2,824 | -$246 | -$246 | |
| 6. ABBVIE INC | 2025-03-18 | 2025-11-03 | $1,273 | $1,283 | -$10 | -$10 | |
| 4200.079 SHNKMN CAP SH DUR HI INC-INS | 2024-01-10 | 2025-11-10 | $41,539 | $41,035 | $504 | $504 | |
| 58. ADVANCED MICRO DEVICES | 2021-07-30 | 2025-03-18 | $6,014 | $5,645 | $369 | $369 | |
| 116. ADVANCED MICRO DEVICES | 2023-01-10 | 2025-04-11 | $10,705 | $11,615 | -$910 | -$910 | |
| 10. AIR PRODUCTS & CHEMICALS INC | 2018-08-01 | 2025-01-21 | $3,195 | $1,618 | $1,577 | $1,577 | |
| 5. ALPHABET INC-CL A | 2013-09-19 | 2025-01-21 | $994 | $112 | $882 | $882 | |
| 21. ALPHABET INC-CL A | 2013-09-19 | 2025-09-24 | $5,202 | $471 | $4,731 | $4,731 | |
| 30. ALPHABET INC-CL A | 2023-01-10 | 2025-11-03 | $8,471 | $2,649 | $5,822 | $5,822 | |
| 36. ALPHABET INC-CL A | 2013-09-19 | 2025-11-05 | $10,238 | $808 | $9,430 | $9,430 | |
| 21. AMAZON.COM, INC | 2016-11-22 | 2025-01-21 | $4,845 | $825 | $4,020 | $4,020 | |
| 74. AMAZON.COM, INC | 2023-01-10 | 2025-11-03 | $18,958 | $5,785 | $13,173 | $13,173 | |
| .7336 AMENTUM HOLDINGS INC | 2023-01-25 | 2025-06-04 | $15 | $12 | $3 | $3 | |
| 9. AMENTUM HOLDINGS INC | 2023-06-02 | 2025-06-11 | $199 | $145 | $54 | $54 | |
| 14. AMERICAN ELECTRIC POWER | 2020-10-16 | 2025-01-21 | $1,369 | $1,282 | $87 | $87 | |
| 27. AMERICAN ELECTRIC POWER | 2020-10-16 | 2025-11-03 | $3,217 | $2,472 | $745 | $745 | |
| 10. AMERICAN EXPRESS CO | 2024-06-20 | 2025-11-03 | $3,623 | $2,277 | $1,346 | $1,346 | |
| 27000. AMERICAN INTL GROUP 2.5% 30 JUN 2025 | 2022-02-04 | 2025-06-30 | $27,000 | $27,000 | |||
| 6. ANALOG DEVICES INC | 2016-01-20 | 2025-11-03 | $1,400 | $302 | $1,098 | $1,098 | |
| 53. APPLE COMPUTER INC | 2023-01-10 | 2025-11-03 | $14,171 | $6,657 | $7,514 | $7,514 | |
| 11. APPLIED MATERIALS INC | 2020-04-28 | 2025-01-21 | $2,129 | $563 | $1,566 | $1,566 | |
| 11. APPLIED MATERIALS INC | 2023-01-10 | 2025-11-03 | $2,631 | $853 | $1,778 | $1,778 | |
| 22. ARISTA NETWORKS INC | 2025-06-27 | 2025-11-03 | $3,458 | $2,208 | $1,250 | $1,250 | |
| 50. BANK OF AMERICA CORPORATION | 2024-12-02 | 2025-11-03 | $2,652 | $2,357 | $295 | $295 | |
| 9. BLACKROCK INC | 2019-01-08 | 2025-11-03 | $9,612 | $3,575 | $6,037 | $6,037 | |
| 85. BOSTON SCIENTIFIC CORP | 2023-09-05 | 2025-01-21 | $8,575 | $4,559 | $4,016 | $4,016 | |
| 104. BOSTON SCIENTIFIC CORP | 2023-09-05 | 2025-03-18 | $10,297 | $5,578 | $4,719 | $4,719 | |
| 23. BOSTON SCIENTIFIC CORP | 2024-05-16 | 2025-11-03 | $2,267 | $1,716 | $551 | $551 | |
| 40. BROADCOM INC | 2018-07-23 | 2025-01-21 | $9,644 | $863 | $8,781 | $8,781 | |
| 45. BROADCOM INC | 2019-01-08 | 2025-11-03 | $16,455 | $1,044 | $15,411 | $15,411 | |
| 100000. CVS HEALTH CORP 3.25% 15 AUG 2029 | 2022-02-09 | 2025-01-28 | $91,515 | $101,440 | -$9,925 | -$9,925 | |
| 438.412 CAUSEWAY INTL VAL-INST | 2025-09-24 | 2025-11-03 | $10,601 | $9,644 | $957 | $957 | |
| 83. CHART INDUSTRIES INC | 2025-03-19 | 2025-09-08 | $16,549 | $12,706 | $3,843 | $3,843 | |
| 199. CHEVRONTEXACO CORP | 2023-04-28 | 2025-01-21 | $31,541 | $34,225 | -$2,684 | -$2,684 | |
| 90000. CLOROX COMPANY 4.6% 01 MAY 2032 | 2024-01-24 | 2025-04-14 | $87,602 | $88,164 | -$562 | -$562 | |
| 1118. COLUMBIA EM CORE EX-CHINA | 2023-09-05 | 2025-01-21 | $33,830 | $31,706 | $2,124 | $2,124 | |
| 10. CONOCOPHILLIPS | 2021-01-12 | 2025-01-21 | $1,042 | $473 | $569 | $569 | |
| 77. CONOCOPHILLIPS | 2021-01-12 | 2025-06-03 | $6,788 | $3,641 | $3,147 | $3,147 | |
| 107. CONOCOPHILLIPS | 2021-01-12 | 2025-09-08 | $9,696 | $5,059 | $4,637 | $4,637 | |
| 9. CONOCOPHILLIPS | 2024-04-19 | 2025-11-03 | $797 | $1,167 | -$370 | -$370 | |
| 6. DANAHER CORP | 2025-01-21 | 2025-11-03 | $1,284 | $1,465 | -$181 | -$181 | |
| 1663. DIM US LARGE CAP VALUE ETF | 2024-01-09 | 2025-01-21 | $52,267 | $44,918 | $7,349 | $7,349 | |
| 3. EASTMAN CHEMICAL CO | 2021-10-04 | 2025-01-21 | $283 | $305 | -$22 | -$22 | |
| 213. EASTMAN CHEMICAL CO | 2022-01-19 | 2025-04-11 | $16,484 | $22,029 | -$5,545 | -$5,545 | |
| 1. ECOLAB INC COM | 2024-09-27 | 2025-11-03 | $256 | $255 | $1 | $1 | |
| 11. EMERSON ELEC CO | 2023-09-05 | 2025-01-21 | $1,421 | $1,081 | $340 | $340 | |
| 27. EMERSON ELEC CO | 2024-04-03 | 2025-11-03 | $3,779 | $3,078 | $701 | $701 | |
| 23. EQUINIX INC | 2023-06-14 | 2025-09-08 | $17,566 | $17,713 | -$147 | -$147 | |
| 22. EXXON MOBIL CORP | 2025-01-21 | 2025-11-03 | $2,521 | $2,459 | $62 | $62 | |
| 10. META PLATFORMS INC-CLASS A | 2016-11-22 | 2025-01-21 | $6,164 | $1,215 | $4,949 | $4,949 | |
| 5. META PLATFORMS INC-CLASS A | 2016-11-22 | 2025-03-18 | $2,920 | $607 | $2,313 | $2,313 | |
| 13. META PLATFORMS INC-CLASS A | 2016-11-22 | 2025-04-11 | $7,009 | $1,579 | $5,430 | $5,430 | |
| 127.206 FEDERATED HERM MDT L/C VA-IS | 2025-01-21 | 2025-11-03 | $4,437 | $4,087 | $350 | $350 | |
| 234.963 FIDELITY ADV FOC EMR MRK-I | 2025-09-24 | 2025-11-03 | $9,965 | $8,997 | $968 | $968 | |
| 74. HARTFORD INSURANCE GROUP INC | 2022-05-03 | 2025-01-21 | $8,266 | $5,293 | $2,973 | $2,973 | |
| 15. HARTFORD INSURANCE GROUP INC | 2022-05-03 | 2025-11-03 | $1,857 | $1,073 | $784 | $784 | |
| 120. HONEYWELL INTL INC | 2023-01-10 | 2025-03-18 | $25,206 | $25,514 | -$308 | -$308 | |
| 437. INVESCO S&P MIDCAP QUAL ETF | 2024-05-03 | 2025-01-21 | $45,268 | $45,836 | -$568 | -$568 | |
| 509. INVESCO S&P MIDCAP QUAL ETF | 2024-01-09 | 2025-01-21 | $52,726 | $44,636 | $8,090 | $8,090 | |
| 5. IQVIA HOLDINGS INC | 2023-01-10 | 2025-11-03 | $1,057 | $1,075 | -$18 | -$18 | |
| 1648. ISHARES 1-5Y INV GRADE CORP | 2024-01-09 | 2025-03-31 | $86,221 | $84,295 | $1,926 | $1,926 | |
| 164. ISHARES MSCI EMR MRK EX CHNA | 2025-09-24 | 2025-11-03 | $11,973 | $10,640 | $1,333 | $1,333 | |
| 14. JP MORGAN CHASE & CO | 2016-01-20 | 2025-01-21 | $3,684 | $771 | $2,913 | $2,913 | |
| 21. JP MORGAN CHASE & CO | 2020-06-16 | 2025-11-03 | $6,506 | $2,153 | $4,353 | $4,353 | |
| 171. JPMORGAN INT RES ENH EQTY | 2025-09-24 | 2025-11-03 | $12,724 | $12,462 | $262 | $262 | |
| 1. JACOBS SOLUTIONS INC | 2023-01-25 | 2025-08-04 | $139 | $100 | $39 | $39 | |
| 159. JACOBS SOLUTIONS INC | 2023-06-02 | 2025-09-24 | $23,473 | $15,523 | $7,950 | $7,950 | |
| 60000. KEYCORP 4.15% 29 OCT 2025 | 2019-01-17 | 2025-10-29 | $60,000 | $60,000 | |||
| 21. KINDER MORGAN INC | 2025-09-08 | 2025-11-03 | $543 | $557 | -$14 | -$14 | |
| 9. ELI LILLY & CO | 2024-02-02 | 2025-11-03 | $8,024 | $5,959 | $2,065 | $2,065 | |
| 7. LOWES COS INC | 2024-07-10 | 2025-01-21 | $1,849 | $1,534 | $315 | $315 | |
| 1. MARRIOTT INTERNATIONAL -CL A | 2021-01-12 | 2025-11-03 | $262 | $127 | $135 | $135 | |
| 6. MC DONALDS CORP | 2025-01-21 | 2025-11-03 | $1,769 | $1,693 | $76 | $76 | |
| 50. MERCK & CO. INC. | 2024-05-16 | 2025-01-21 | $4,803 | $6,557 | -$1,754 | -$1,754 | |
| 184. MERCK & CO. INC. | 2023-04-17 | 2025-01-21 | $17,674 | $16,858 | $816 | $816 | |
| 31. MICROSOFT CORP | 2019-04-17 | 2025-08-04 | $16,679 | $3,755 | $12,924 | $12,924 | |
| 4. NETFLIX INC | 2023-12-18 | 2025-11-03 | $4,366 | $1,964 | $2,402 | $2,402 | |
| 46. NEXTERA ENERGY INC | 2024-05-16 | 2025-11-03 | $3,741 | $3,542 | $199 | $199 | |
| 24. NVIDIA CORP | 2023-08-30 | 2025-01-21 | $3,387 | $1,185 | $2,202 | $2,202 | |
| 28. NVIDIA CORP | 2023-08-30 | 2025-06-03 | $3,951 | $1,383 | $2,568 | $2,568 | |
| 86. NVIDIA CORP | 2023-08-30 | 2025-08-04 | $15,410 | $4,248 | $11,162 | $11,162 | |
| 70. NVIDIA CORP | 2024-02-02 | 2025-11-03 | $14,689 | $4,563 | $10,126 | $10,126 | |
| 41. NVIDIA CORP | 2023-08-30 | 2025-11-05 | $8,276 | $2,025 | $6,251 | $6,251 | |
| 42. ORACLE SYS CORP | 2023-01-10 | 2025-09-24 | $12,797 | $3,620 | $9,177 | $9,177 | |
| 4. ORACLE SYS CORP | 2024-01-09 | 2025-11-03 | $1,032 | $417 | $615 | $615 | |
| 9. PNC BANK CORP | 2024-09-16 | 2025-11-03 | $1,628 | $1,625 | $3 | $3 | |
| 6. PALO ALTO NETWORKS INC | 2023-04-13 | 2025-01-21 | $1,100 | $593 | $507 | $507 | |
| 15. PALO ALTO NETWORKS INC | 2023-04-13 | 2025-11-03 | $3,271 | $1,481 | $1,790 | $1,790 | |
| 5. PARKER HANNIFIN CORP | 2024-09-27 | 2025-01-21 | $3,387 | $3,168 | $219 | $219 | |
| 2. PARKER HANNIFIN CORP | 2024-10-16 | 2025-11-03 | $1,544 | $1,282 | $262 | $262 | |
| 132. PEPSICO INC | 2021-01-12 | 2025-11-05 | $18,728 | $15,612 | $3,116 | $3,116 | |
| 4666.278 PRINCIP SPEC PREF & CAP-INST | 2023-01-11 | 2025-06-20 | $43,210 | $44,706 | -$1,496 | -$1,496 | |
| 4. PROCTER & GAMBLE CO | 2025-04-11 | 2025-11-03 | $591 | $668 | -$77 | -$77 | |
| 19. PROLOGIS INC | 2024-01-09 | 2025-11-03 | $2,341 | $2,205 | $136 | $136 | |
| 419. PROSHARES S&P 500 DIVIDEND A | 2024-01-09 | 2025-01-02 | $41,337 | $39,558 | $1,779 | $1,779 | |
| 291. PROSHARES S&P 500 DIVIDEND A | 2023-10-04 | 2025-01-02 | $28,709 | $25,342 | $3,367 | $3,367 | |
| 13. PULTEGROUP INC | 2023-12-18 | 2025-11-03 | $1,539 | $1,325 | $214 | $214 | |
| 2. S&P GLOBAL INC | 2023-12-18 | 2025-11-03 | $983 | $874 | $109 | $109 | |
| 1253. STATE STREET SPDR MSCI ACWI | 2022-01-19 | 2025-01-21 | $35,797 | $36,169 | -$372 | -$372 | |
| 3384. SS SPDR P INT C CORP ETF | 2023-01-10 | 2025-03-31 | $112,227 | $115,098 | -$2,871 | -$2,871 | |
| 20. SALESFORCE INC | 2023-12-18 | 2025-06-03 | $5,268 | $5,287 | -$19 | -$19 | |
| 63. SALESFORCE INC | 2023-12-18 | 2025-06-27 | $17,189 | $16,655 | $534 | $534 | |
| 2. SERVICENOW INC | 2022-01-19 | 2025-01-21 | $2,196 | $1,074 | $1,122 | $1,122 | |
| 1. SERVICENOW INC | 2022-01-19 | 2025-11-03 | $901 | $537 | $364 | $364 | |
| 1. SYSCO CORP | 2025-01-21 | 2025-11-03 | $73 | $73 | |||
| 8. SYSCO CORP | 2023-01-10 | 2025-11-03 | $582 | $640 | -$58 | -$58 | |
| 6. TESLA INC | 2024-12-02 | 2025-01-21 | $2,534 | $2,123 | $411 | $411 | |
| 58. TESLA INC | 2024-12-02 | 2025-06-27 | $18,835 | $20,526 | -$1,691 | -$1,691 | |
| 39. THERMO ELECTRON CORP | 2021-03-25 | 2025-01-21 | $22,338 | $17,285 | $5,053 | $5,053 | |
| 336. UBER TECHNOLOGIES INC | 2024-05-30 | 2025-01-21 | $22,760 | $25,181 | -$2,421 | -$2,421 | |
| 6. UNITED HEALTH GROUP | 2018-01-09 | 2025-01-21 | $3,147 | $1,350 | $1,797 | $1,797 | |
| 83. UNITED HEALTH GROUP | 2024-05-16 | 2025-06-03 | $25,051 | $21,945 | $3,106 | $3,106 | |
| 70000. UNITEDHEALTH GROUP INC 3.75% 15 JUL 2025 | 2018-08-24 | 2025-07-15 | $70,000 | $70,000 | |||
| 40. VANGUARD FTSE DEVELOPED ETF | 2022-01-19 | 2025-01-21 | $1,975 | $2,029 | -$54 | -$54 | |
| 155. VANGUARD FTSE DEVELOPED ETF | 2022-01-19 | 2025-11-03 | $9,467 | $7,862 | $1,605 | $1,605 | |
| 856. VANGUARD INT DIV APP INDX FD | 2024-01-09 | 2025-01-21 | $69,711 | $63,684 | $6,027 | $6,027 | |
| 7. VERALTO CORP | 2025-01-21 | 2025-11-03 | $687 | $722 | -$35 | -$35 | |
| 150000. VERIZON COMMUNICATIONS 3.15% 22 MAR 2030 | 2022-02-09 | 2025-06-26 | $142,653 | $151,887 | -$9,234 | -$9,234 | |
| 9. VISA INC-CLASS A SHARES | 2023-04-13 | 2025-11-03 | $3,025 | $2,090 | $935 | $935 | |
| 127. WAL-MART STORES INC | 2020-01-15 | 2025-01-21 | $11,784 | $4,258 | $7,526 | $7,526 | |
| 121. WAL-MART STORES INC | 2020-01-15 | 2025-09-24 | $12,433 | $4,651 | $7,782 | $7,782 | |
| 2. WAL-MART STORES INC | 2021-01-12 | 2025-11-03 | $201 | $100 | $101 | $101 | |
| 678. WISDOMTREE EM SMALL CAP | 2023-09-05 | 2025-01-21 | $33,140 | $31,935 | $1,205 | $1,205 | |
| 7. EATON CORP PLC | 2017-10-31 | 2025-11-03 | $2,684 | $521 | $2,163 | $2,163 | |
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,960 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,434 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,434 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,434 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,864 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,864 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,570 | 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 | MA | 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 | EASTERN BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7815814292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH ST STE 901 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EASTERN BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH ST STE 901 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,703 | CompensationAmt |
| 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 | $4,315,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,315,635 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,315,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,250,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $212,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $212,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,434 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,434 | TotalTaxAmt |
| Distributable Before Adj | $208,111 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $208,111 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $208,111 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,802 | 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 | $180,802 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,111 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $132,368 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $132,368 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,434 | 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 | $159,677 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EASTERN BANK CO CHRIS DREW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 BROADWAY LF 41 | AddressLine1Txt |
| City | SAUGUS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7815814292 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CANDIDATES ARE SELECTED ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS TO BE AWARDED TO HIGH SCHOOL GRADUATES WHO ARE DOMICILED IN ROCKPORT, MA WHO POSSESS STRONG ACADEMIC AND MORAL QUALIFICATIONS: FINANCIAL NEED WILL BE CONSIDERED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Massachusetts - Dartmouth | |||||||||||
| 285 OLD WESTPORT ROAD | Dartmouth | MA | 02747 | NONE | PC | SCHOLARSHIP | $15,000 | ||||
| University of Essex - UK | |||||||||||
| NONE | PC | SCHOLARSHIP | $10,000 | WIVENHOE PARK | Colchester | UK | CO4 3SQ | ||||
| University of Massachusetts - Lowell | |||||||||||
| 220 PAWTUCKET STREET | Lowell | MA | 01854 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| Salem State University | |||||||||||
| 352 LAFAYETTE STREET | Salem | MA | 01970 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| Northeastern University | |||||||||||
| 360 HUNTINGTON AVENUE | Boston | MA | 02115 | NONE | PC | SCHOLARSHIP | $10,000 | ||||
| Gordon College | |||||||||||
| 255 GRAPEVINE ROAD | Wenham | MA | 01984 | NONE | PC | SCHOLARSHIP | $10,000 | ||||
| Colby College | |||||||||||
| 4000 MAYFLOWER HILL DRIVE | Waterville | ME | 04901 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| Clark University | |||||||||||
| 950 MAIN STREET | Worcester | MA | 01610 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| University of Vermont | |||||||||||
| 206 MAURAL HILL | Burlington | VT | 05405 | NONOE | PC | SCHOLARSHIP | $5,000 | ||||
| Wentworth Institute of Technology | |||||||||||
| 550 HUNTINGTON AVENUE | Boston | MA | 02115 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| Boston College | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PC | SCHOLARSHIP | $10,000 | ||||
| Boston University | |||||||||||
| 595 COMMONWEALTH AVENUE STE 700 | Boston | MA | 02215 | NONE | PC | SCHOLARSHIP | $10,000 | ||||
| Tufts University | |||||||||||
| 80 GEORGE STREET | Medford | MA | 02155 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| Stonehill College | |||||||||||
| 320 WASHINGTON STREET | North Easton | MA | 02357 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| Massachusetts College of Pharmacy-MCPHS | |||||||||||
| 179 LONGWOOD AVENUE | Boston | MA | 02115 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| Emmanuel College | |||||||||||
| 400 THE FENWAY | Boston | MA | 02115 | NONE | PC | SCHOLARSHIP | $10,000 | ||||
| Massachusetts College of Art and Design | |||||||||||
| 621 HUNTINGTON AVE | Boston | MA | 02115 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| University of Massachusetts - Boston | |||||||||||
| 100 WILLIAM T MORRISSEY BOULEVARD | Boston | MA | 02125 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| St John's University | |||||||||||
| 81-98 170TH STREET | Jamaica | NY | 11432 | NONE | PC | SCHOLARSHIP | $10,000 | ||||
| Marist College | |||||||||||
| 3399 NORTH ROAD | Poughkeepsie | NY | 12601 | NONE | PC | SCHOLARSHIP | $5,000 | ||||
| Rochester Institute of Technology | |||||||||||
| 1 LOMB MEMORIAL DRIVE | Rochester | NY | 14623 | NONE | PC | SCHOLARSHIP | $10,000 | ||||
| George Washington University | |||||||||||
| 2121 I STREET NW | Washington | DC | 20052 | NONE | PC | SCHOLARSHIP | $10,000 | ||||
| College of William & Mary | |||||||||||
| 200 STADIUM DRIVE | WILLIAMSBURG | VA | 23185 | NONE | PC | SCHOLARSHIP | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,065 | 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 | $252,756 | 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 | $343,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,821 | 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 (NON-ALLOC | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | MASSACHUSETTS | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1,924 |
| 2025 ACTIVITY POSTED IN 2026 | $759 |
| ACCRUED INTEREST PAID | $21 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 ACTIVITY POSTED IN 2025 | Desc |
| Amt | $964 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMNT MNGMNT FEES (NON-DED | $35,107 | $17,553 |
| ADR FEES | $6 | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $2,452 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $988 | $988 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $470 | $470 | $0 |
Comments