MATTINA R PROCTOR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MATTINA R PROCTOR FOUNDATION (EIN 11-1067014)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349104708
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T17:43:26-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042232383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111067014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA R PROCTOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 6177485107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY D HUTCHINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177485107 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEREMY CHASE | PreparerPersonNm |
| PTIN | P03203478 | PTIN |
| Phone | 6177485100 | PhoneNum |
| Preparation | 2026-05-11 | 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 | $25,012,089 | 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 | $4,328 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,328 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $319,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $319,000 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,447,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,977,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,494,850 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,080 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,080 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,808,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,855,258 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $145,392 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $72,696 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,696 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $861 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,321 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $143,323 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,348 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $106,975 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,138 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50,442 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,627 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $353,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $181,298 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,128,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $956,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $679,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,699,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $261,944 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $249,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $249,794 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,928,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,627,247 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,586,043 | CorporateStockEOYFMVAmt |
| Other Assets EOYFMV | $176,252 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,190,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,877,041 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,012,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,190,545 | CapitalStockBOYAmt |
| Retained Earning EOY | $10,877,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,190,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,877,041 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,190,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,877,041 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,190,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $679,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,035 | OtherIncreasesAmt |
| Subtotal | $10,894,247 | SubtotalAmt |
| Other Decreases | $17,206 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,877,041 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 973 SHS PROLOGIS INC | P | 2016-03-28 | 2025-01-22 | $113,259 | $44,284 | $68,975 | $68,975 |
| 3400 SHS STATE STR CORP | P | 1984-10-24 | 2025-04-23 | $292,802 | $4,117 | $288,685 | $288,685 |
| 100 SHS STATE STR CORP | P | 1984-10-24 | 2025-04-23 | $8,615 | $121 | $8,494 | $8,494 |
| 400 SHS UNITED HEALTH GROUP INC | P | 2020-09-21 | 2025-05-15 | $108,356 | $119,281 | -$10,925 | -$10,925 |
| 100,000 SHS FIDELITY FUNDS TREASURY | P | 2025-05-15 | 2025-09-17 | $100,000 | $100,000 | ||
| 80,000 SHS FIDELITY FUNDS TREASURY | P | 2025-05-15 | 2025-09-29 | $80,000 | $80,000 | ||
| 825 SHS ACCENTURE PLC IRELAND CLASS | P | 2019-10-22 | 2025-10-24 | $206,258 | $152,378 | $53,880 | $53,880 |
| 1100 SHS BECKTON DICKINSON & CO | P | 2020-09-21 | 2025-10-24 | $206,723 | $247,485 | -$40,762 | -$40,762 |
| 500 SHS CATERPILLAR | P | 2006-07-27 | 2025-10-24 | $261,430 | $35,350 | $226,080 | $226,080 |
| 221 SHS MICROSOFT | P | 2006-03-10 | 2025-10-24 | $115,470 | $5,979 | $109,491 | $109,491 |
| 879 SHS MICROSOFT | P | 2005-02-20 | 2025-10-24 | $459,269 | $22,357 | $436,912 | $436,912 |
| 1800 SHS PAYCHEX INC | P | 2019-10-22 | 2025-10-24 | $225,198 | $151,276 | $73,922 | $73,922 |
| 1800 SHS PAYCHEX INC | P | 2020-09-21 | 2025-10-24 | $225,198 | $139,626 | $85,572 | $85,572 |
| 2950 SHS STARBUCKS | P | 2020-09-21 | 2025-10-24 | $254,143 | $244,327 | $9,816 | $9,816 |
| 3000 SHS WALMART INC | P | 2020-09-21 | 2025-10-24 | $321,210 | $136,500 | $184,710 | $184,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,494,850 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,617 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,617 | SubtotalAmt |
| Tax Based On Investment Income | $23,617 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,341 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,341 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,276 | TaxDueAmt |
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 |
| Website Address | WWW.MRPF.ORG | WebsiteAddressTxt |
| Individual With Books | JEFFREY D HUTCHINS | IndividualWithBooksNm |
| Phone | 6177485107 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1300 | 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 | Yes (true) | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY D HUTCHINS | ||||||||
| 75 FEDERAL STREET SUITE 1300 | BOSTON | MA | 02110 | TRUSTEE | 10.00 | $72,696 | $0 | $0 |
| WILLIAM I HOCHBERG | ||||||||
| 1900 AVENUE OF THE STARS 19TH FLOOR | LOS ANGELES | CA | 90067 | TRUSTEE | 10.00 | $72,696 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROUDE & HOCHBERG LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT ADMIN | ServiceTypeTxt |
| Compensation | $106,975 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,935,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $230,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $347,480 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,512,831 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $23,512,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $352,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,160,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,158,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,158,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,617 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,617 | TotalTaxAmt |
| Distributable Before Adj | $1,134,390 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,134,390 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,134,390 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $956,298 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $956,298 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,134,390 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $924,344 | UndistributedIncomePYAmt |
| Qualifying Distributions | $956,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $924,344 | AppliedToYear1Amt |
| Applied To Current Year | $31,954 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,102,436 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY D HUTCHINS TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177485107 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ACCEPTED FROM PUBLIC CHARITIES. APPLICATIONS SHOULD BE BY LETTER, AND CONTAIN A DESCRIPTION OF THE APPLICANT ORGANIZATION, PURPOSE AND BUDGET OF GRANT SOLICITED, AND PROOF OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEX LEVASSEUR MEMORIAL FUND | ||||||||
| 3421 BELMONT BLVD | NASHVILLE | TN | 37215 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES & | $6,000 | |
| AMERICAN RED CROSS | ||||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | GRANT-CALIFORNIA WILDFIRE RELIEF 202 | $15,000 | |
| AMERICAN RED CROSS | ||||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | GRANT-DISASTER RELIEF | $30,000 | |
| ARTS AT THE ARMORY | ||||||||
| 191 HIGHLAND AVENUE | SOMERVILLE | MA | 02143 | N/A | PC | GRANT-ALL ACTIVITIES AT THE BOARD'S | $2,500 | SUITE 1-C |
| ARTS LEARNING | ||||||||
| 89 SOUTH ST 603 | BOSTON | MA | 02111 | N/A | PC | GRANT-GENERAL PURPOSES | $5,000 | |
| BOSTON CONSERVATORY AT BERKLEE | ||||||||
| 8 FENWAY | BOSTON | MA | 02215 | N/A | PC | VOCAL ARTS FUND - SEASON OF SONG SER | $15,000 | |
| BOSTON FESTIVAL ORCHESTRA | ||||||||
| 95 HARLOW STREET | ARLINGTON | MA | 02474 | N/A | PC | GRANT-GENERAL PURPOSES | $2,500 | APT 2 |
| BOSTON LYRIC OPERA | ||||||||
| 15 CHANNEL CENTER STREET | BOSTON | MA | 02210 | N/A | PC | GRANT-BRITTEN NOYE'S FLUDDE-2ND INST | $25,000 | SUITE 106 |
| BOSTON LYRIC OPERA | ||||||||
| 15 CHANNEL CENTER STREET | BOSTON | MA | 02210 | N/A | PC | GRANT-BRITTEN NOYE'S FLUDDE-FINAL IN | $25,000 | SUITE 106 |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | N/A | PC | GRANT- BARBER'S VANESSA | $7,500 | |
| BOSTON YOUTH SYMPHONY ORCHESTRAS | ||||||||
| 235 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | GRANT-VERDI'S DON CARLO | $20,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | N/A | PC | GRANT-BRANDEIS MUSIC FUND | $7,500 | |
| CAMDEN FESTIVAL OF POETRY | ||||||||
| 11 PENOBSCOT AVENUE | CAMDEN | ME | 04843 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $1,500 | |
| CAMDEN FESTIVAL OF POETRY | ||||||||
| 11 PENOBSCOT AVENUE | CAMDEN | ME | 04843 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $1,000 | |
| CAMP SUNSHINE | ||||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | N/A | PC | GRANT- TYPE-1 DIABETES SESSION | $5,000 | |
| CASA ESPERANZA INC | ||||||||
| 302 EUSTIS ST | BOSTON | MA | 02119 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES & | $9,000 | |
| CENTER FOR MAINE CONTEMPORARY ART | ||||||||
| 21 WINTER STREET | ROCKLAND | ME | 04841 | N/A | PC | GRANT-ALL ACTIVITIES AT BOARD'S DISC | $3,500 | |
| CENTER FOR MAINE CONTEMPORARY ART | ||||||||
| 21 WINTER STREET | ROCKLAND | ME | 04841 | N/A | PC | GRANT-ALL ACTIVITIES AT BOARD'S DISC | $9,000 | |
| CHORUS PRO MUSICA | ||||||||
| 645 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PC | GRANT-HAYDN "THE SEASONS" | $2,500 | |
| COASTAL MOUNTAINS LAND TRUST | ||||||||
| 101 MT BATTLE ST | CAMDEN | ME | 04843 | N/A | PC | GRANT-LEARNING LANDSCAPES-INSTALLMEN | $15,000 | |
| CREATIVE COMMUNITY FOR PEACE | ||||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | N/A | PC | GRANT-IN SUPPORT OF BLACK JEWISH ENT | $12,000 | |
| EMMANUEL MUSIC | ||||||||
| 15 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PC | GRANT-HAYDN PAUKENMESSE, DAVID ANGUS | $5,000 | |
| EMMANUEL MUSIC | ||||||||
| 15 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PC | GRANT-DIDO'S GHOST | $10,000 | |
| FARNSWORTH ART MUSEUM | ||||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $12,000 | |
| FARNSWORTH ART MUSEUM | ||||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $13,000 | |
| FARNSWORTH ART MUSEUM | ||||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $12,000 | |
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PF | GRANT-MUSICIAN FEES CARNEGIE HALL & | $15,000 | |
| FOUNDATION FOR MODERN OPERA | ||||||||
| 15 BREWSTER ROAD | WORCESTER | MA | 01602 | N/A | PF | GRANT-CARNEGIE HALL CONCERT & PARMA | $15,000 | |
| FRIENDS OF CASTLE HEIGHTS | ||||||||
| 9755 CATTARAUGUS AVE | LOS ANGELES | CA | 90034 | N/A | PC | GRANT-IN SUPPORT OF THIRD GRADE UKEL | $6,000 | |
| FRIENDS OF THE STRAND THEATRE INC | ||||||||
| PO BOX 433 | ROCKLAND | ME | 04841 | N/A | PC | GRANT-GENERAL PURPOSES | $2,500 | |
| HANDEL AND HAYDN SOCIETY | ||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | N/A | PC | GRANT-MOZART + HAYDN CONCERT | $10,000 | |
| HERBIE HANCOCK INSTITUTE OF JAZZ | ||||||||
| 2520 SCHOENBERG MUSIC BLD | LOS ANGELES | CA | 90095 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $30,000 | |
| LOWN INSTITUTE | ||||||||
| 163 HIGHLAND AVE | NEEDHAM | MA | 02494 | N/A | PC | GRANT-LOWN INSTITUTE NEWSLETTER | $25,000 | |
| MAINE MEDIA COLLEGE | ||||||||
| 70 CAMDEN STREET | ROCKPORT | ME | 04856 | N/A | PC | GRANT-DARKROOM EQUIPMENT | $2,500 | |
| MARITIME GLOUCESTER | ||||||||
| 23 HARBOR LOOP | GLOUCESTER | MA | 01930 | N/A | PC | GRANT-GENERAL PURPOSES | $7,500 | |
| MARITIME GLOUCESTER | ||||||||
| 23 HARBOR LOOP | GLOUCESTER | MA | 01930 | N/A | PC | GRANT-GENERAL PURPOSES | $2,500 | |
| MASSACHUSETTS FOREST TRUST | ||||||||
| 249 LAKESIDE AVENUE | MARLBOROUGH | MA | 01752 | N/A | PC | GRANT-GENERAL PURPOSES | $2,900 | |
| MCH INC | ||||||||
| 39 SUMMER ST | ROCKLAND | ME | 04841 | N/A | PC | GRANT-MEALS ON WHEELS PROGRAM | $2,500 | |
| NEW ENGLAND AQUARIUM | ||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PC | GRANT-GENERAL PURPOSES | $3,000 | |
| NEW ENGLAND CONSERVATORY | ||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $12,000 | |
| NEW ENGLAND CONSERVATORY | ||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $6,000 | |
| NEW ENGLAND CONSERVATORY | ||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $6,000 | |
| NEW MUSIC USA | ||||||||
| 114 JOHN ST 998 | NEW YORK | NY | 10038 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES | $48,000 | |
| PARMA MUSIC FESTIVAL INC | ||||||||
| 223 LAFAYETTE RD | NORTH HAMPTON | NH | 03862 | N/A | PC | GRANT-JOSEPH SUMMER SILVER SWAN PROJ | $17,950 | |
| PARMA MUSIC FESTIVAL INC | ||||||||
| 223 LAFAYETTE RD | NORTH HAMPTON | NH | 03862 | N/A | PC | GRANT-JOSEPH SUMMER SILVER SWAN PROJ | $21,400 | |
| PARMA MUSIC FESTIVAL INC | ||||||||
| 223 LAFAYETTE RD | NORTH HAMPTON | NH | 03862 | N/A | PC | GRANT-JOSEPH SUMMER HORN TRIO PROJEC | $12,750 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | GRANT-GENERAL PURPOSES | $2,500 | |
| ROULETTE INTERMEDIUM INC | ||||||||
| 509 ATLANTIC AVE | BROOKLYN | NY | 11217 | N/A | PC | GRANT-ALL ACTIVITIES & PROGRAMS AT B | $12,000 | |
| ROULETTE INTERMEDIUM INC | ||||||||
| 509 ATLANTIC AVE | BROOKLYN | NY | 11217 | N/A | PC | GRANT-ALL ACTIVITIES & PROGRAMS AT B | $8,000 | |
| TEATRO GRATTACIELO | ||||||||
| 75 WALL STREET | NEW YORK | NY | 10005 | N/A | PC | GRANT-JOSEPH SUMMER'S THE TEMPEST-1S | $50,000 | UNIT 25 I |
| THE APPRENTICESHOP | ||||||||
| 655 MAIN ST | ROCKLAND | ME | 04841 | N/A | PC | GRANT-GENERAL PURPOSES | $2,500 | |
| THE COMMUNITY HOUSE | ||||||||
| 284 BAY ROAD | SOUTH HAMILTON | MA | 01982 | N/A | PC | PLEDGE-MATTINA PROCTOR ARTS ENDOWMEN | $12,500 | |
| THE JAZZ BAKERY PERFORMANCE SPACE | ||||||||
| 1836 BENEDICT CANYON DR | BEVERLY HILLS | CA | 90210 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $10,000 | |
| UNIVERSITY OF MASSACHUSETTS AMHERS | ||||||||
| 300 MASSACHUSETTS AVENUE | AMHERST | MA | 01003 | N/A | PC | GRANT-UMASS PROPOSAL NO. 12420 | $30,000 | |
| WALKER THERAPEUTIC & EDUCATIONAL PR | ||||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | N/A | PC | GRANT-ART CLASSES & PROGRAMMING | $5,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | N/A | PC | ULYSSES QUARTET IN RESIDENCE 2024-20 | $50,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | N/A | PC | GRANT-GBH MUSIC CONCERT SERIES 2025- | $40,000 | |
| WILD UP | ||||||||
| 820 RIVERSIDE DRIVE 2D | NEW YORK | NY | 10032 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $12,000 | |
| WILD UP | ||||||||
| PO BOX 292075 | LOS ANGELES | CA | 90029 | N/A | PC | GRANT-IN SUPPORT OF ALL ACTIVITIES A | $12,000 | |
| WILD UP | ||||||||
| PO BOX 292075 | LOS ANGELES | CA | 90029 | N/A | PC | GRANT-IN SUPPORT OF MARLON MARTINEZ' | $6,000 | |
| WORCESTER PUBLIC LIBRARY FOUNDATION | ||||||||
| 3 SALEM STREET | WORCESTER | MA | 01608 | N/A | PC | GRANT-GENERAL PURPOSES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,328 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $319,000 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $37,080 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,447,736 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,808,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,808,144 | TotalIncomeProducingActyAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| B&H - TAX | $10,685 |
| B&H - TAX | $1,636 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 1,900 SHS | $200,973 | $238,051 |
| ALPHABET INC - 1,000 SHS | $259,079 | $313,000 |
| ACCENTURE PLC IRELAND - 825 SHS | ||
| AMAZON.COM INC - 3,575 SHS | $516,894 | $825,182 |
| AMGEN, INC - 1,200 SHS | $295,274 | $392,772 |
| ANALOG DEVICES INC - 1,355 SHS | $152,015 | $367,476 |
| APPLE INC 5,400 SHS | $370,394 | $1,468,044 |
| APPLIED MATERIALS INC - 4,600 SHS | $254,482 | $1,182,154 |
| AUTOMATIC DATA PROCESSING - 945 SHS | $152,497 | $243,082 |
| BECTON DICKINSON & CO - 1,100 SHS | ||
| BLACKROCK INC - 384 SHS | $493,682 | $649,696 |
| BROADCOM INC - 5260 SHS | $152,065 | $1,820,486 |
| BROWN AND BROWN INC - 5,200 SHS | $228,529 | $414,440 |
| CATERPILLAR INC - 3,400 SHS | $215,326 | $1,661,323 |
| CHENIERE ENERGY INC - 1,680 SHS | $267,314 | $326,575 |
| CHEVRON CORP - 2,670 SHS | $327,057 | $406,935 |
| CISCO SYSTEMS INC - 6,000 SHS | $192,217 | $462,180 |
| CONSTELLATION ENERGY CORP - 920 SHS | $491,988 | $555,340 |
| COSTCO WHOLESALE CORP - 1,120 SHS | $350,133 | $965,821 |
| CROWDSTRIKE HLDGS INC - 807 SHS | $493,430 | $607,044 |
| ELI LILLY & CO - 400 SHS | $242,651 | $429,872 |
| EMERSON ELECTRIC CO - 3,400 SHS | $173,086 | $451,248 |
| GENUINE PARTS CO - 2,000 SHS | $199,206 | $245,920 |
| HOME DEPOT INC - 1,400 SHS | $345,017 | $481,740 |
| JP MORGAN CHASE & CO - 4,400 SHS | $160,149 | $1,417,768 |
| MCDONALDS CORP - 1,245 SHS | $250,809 | $380,509 |
| MERCK & CO INC - 5,000 SHS | $302,836 | $526,300 |
| MICROSOFT CORP - 3,900 SHS | $382,993 | $1,886,118 |
| NETFLIX INC - 2,270 SHS | $251,011 | $212,835 |
| NVIDIA CORP - 2500 SHS | $316,089 | $466,250 |
| ORACLE CORP - 4,788 SHS | $276,988 | $933,229 |
| PALO ALTO NETWORKS | $200,025 | $218,093 |
| PAYCHEX INC - 3,600 SHS | ||
| PROCTER & GAMBLE CO - 1,800 SHS | $94,807 | $257,958 |
| PROLOGIS INC - 973 SHS | ||
| QUANTA SVCS INC - 830 SHS | $366,753 | $350,310 |
| RTX CORP - 3,300 S | $120,460 | $605,220 |
| SALESFORCE - 1,400 SHS | $359,191 | $370,874 |
| STARBUCKS CORP - 2,950 SHS | ||
| SPDR GOLD TRUST GOLD SHARES - 130 SH | $49,344 | $51,520 |
| STATE STREET CORP - 3,500 SHS | ||
| TALEN ENERGY CORP - 1,280 SHS | $245,576 | $479,795 |
| UNION PACIFIC CORP - 2,000 SHS | $24,013 | $462,640 |
| UNITEDHEALTH GROUP INC - 400 SHS | ||
| US BANCORP - 6,500 SHS | $191,360 | $346,840 |
| VISTRA CORP - 2,055 SHS | $244,468 | $331,533 |
| WALMART, INC - 10,000 SHS | $417,066 | $779,870 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | B&H - NON-PROFIT | CategoryTxt |
| Legal Fees | $861 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1.4706% INT PROCTOR HEIRS ROYALTY TR | Desc |
| EOYFMV | $176,252 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 FEDERAL EXTENSION PAYMENT | $17,000 |
| DIVIDEND INCOME RECEIVED IN 2026 REPORTED IN 2025 | $206 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| LIABILITY INSURANCE | $1,250 | ||
| FNZ CUSTODY FEES | $88 | ||
| WELLS FARGO INVESTMENT FEE | $47,137 | $47,137 | |
| MA FORM PC FILING FEE | $125 | ||
| WEB DEVELOPMENT | $330 | $115 | |
| OFFICE EXPENSE | |||
| EXPONENT PHILANTHROPY MEMBERS | |||
| HARVARD RADIO BR SALE | |||
| TRAVEL | $1,512 | $1,512 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCTOR HEIRS TRUST | Desc |
| Revenue And Expenses Per Books | $37,080 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,080 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE DISTRIBUTION FROM PROCTOR HEIRS TRUST | Desc |
| Amt | $24,035 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| B&H - GRANT ADMIN | $106,975 | $106,975 | |
| B&H - TRUSTEE/TRUST ADMIN | $36,348 | $36,348 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PA WITHHOLDING | CategoryTxt |
| Amt | $1,138 | Amt |
Comments