MARIANNE J H WITHERBY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARIANNE J H WITHERBY FOUNDATION (EIN 04-3540155)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349102198
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T11:01:13-05:00 | 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 STE 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 | 043540155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIANNE J H WITHERBY FOUNDATION LEIHA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WITH | BusinessNameControlTxt |
| Phone | 6173454600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEIHA MACAULEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173454600 | PhoneNum |
| Signature | 2026-04-24 | 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 | 2026-04-24 | 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 | $1,165,872 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,488 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,718 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $581,661 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,217,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $581,661 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $627,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $626,379 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,484 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,742 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,742 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,601 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,601 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,745 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,397 | 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 | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,778 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $493,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $615,224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,893 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,893 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $83,463 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $515,657 | CorporateStockBOYAmt |
| Other Investments BOY | $20,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,102,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,119,979 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $678,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,148,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,165,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $678,022 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,148,668 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $678,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $678,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,148,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $678,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $493,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $577 | OtherIncreasesAmt |
| Subtotal | $1,171,949 | SubtotalAmt |
| Other Decreases | $23,281 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20000. U.S. TREASURY NOTES 2.750% 2/28/25 | 2022-12-07 | 2025-02-28 | $20,000 | $20,000 | |||
| 126. ASPEN TECHNOLOGY INC | 2016-06-16 | 2025-03-14 | $33,390 | $11,690 | $21,700 | $21,700 | |
| 20000. U.S. TREASURY NOTES 2.875% 5/31/25 | 2022-12-07 | 2025-05-31 | $20,000 | $20,000 | |||
| 20000. U.S. TREASURY NOTES 3.125% 8/15/25 | 2022-12-07 | 2025-08-15 | $20,000 | $20,000 | |||
| 122. APPLE COMPUTER INC | 2011-05-23 | 2025-08-21 | $27,468 | $1,447 | $26,021 | $26,021 | |
| 60. AUTODESK INC COM | 2022-03-03 | 2025-08-21 | $17,169 | $15,882 | $1,287 | $1,287 | |
| 175. AUTOMATIC DATA PROCESSING INC | 2009-03-20 | 2025-08-21 | $53,440 | $5,864 | $47,576 | $47,576 | |
| 1000. BP AMOCO P L C | 2021-11-29 | 2025-08-21 | $33,767 | $29,192 | $4,575 | $4,575 | |
| 250. CH ROBINSON | 2022-03-03 | 2025-08-21 | $30,500 | $20,197 | $10,303 | $10,303 | |
| 90. CLOROX CO | 2007-08-16 | 2025-08-21 | $10,846 | $5,225 | $5,621 | $5,621 | |
| 400. CORTEVA INC | 2020-06-03 | 2025-08-21 | $29,165 | $10,493 | $18,672 | $18,672 | |
| 200. CORTEVA INC | 2006-08-25 | 2025-08-21 | $14,582 | $4,229 | $10,353 | $10,353 | |
| 150. DUPONT DE NEMOURS INC | 2020-02-20 | 2025-08-21 | $11,098 | $8,038 | $3,060 | $3,060 | |
| 200. DUPONT DE NEMOURS INC | 2006-08-25 | 2025-08-21 | $14,797 | $11,656 | $3,141 | $3,141 | |
| 250. EMERSON ELECTRIC CO | 2016-09-22 | 2025-08-21 | $32,715 | $13,185 | $19,530 | $19,530 | |
| 450. EXXON MOBIL CORP | 2000-11-07 | 2025-08-21 | $48,855 | $20,138 | $28,717 | $28,717 | |
| 150. F5 INC | 2017-11-16 | 2025-08-21 | $47,115 | $20,122 | $26,993 | $26,993 | |
| 400. FORTINET INC | 2023-11-17 | 2025-08-21 | $30,929 | $20,246 | $10,683 | $10,683 | |
| 125. HERSHEY FOODS CORP | 2008-08-01 | 2025-08-21 | $22,322 | $4,557 | $17,765 | $17,765 | |
| 900. INTEL CORP | 2008-11-25 | 2025-08-21 | $20,724 | $16,347 | $4,377 | $4,377 | |
| 200. I B M | 2022-08-26 | 2025-08-21 | $48,104 | $25,426 | $22,678 | $22,678 | |
| 300. INTL FLAVORS + FRAGRANCES | 2006-06-26 | 2025-08-21 | $19,759 | $10,528 | $9,231 | $9,231 | |
| 300. JOHNSON & JOHNSON | 2006-06-26 | 2025-08-21 | $53,799 | $17,945 | $35,854 | $35,854 | |
| 400. MERCK & CO INC | 2006-05-19 | 2025-08-21 | $34,575 | $13,143 | $21,432 | $21,432 | |
| 200. NEWMONT MNG CORP | 2015-03-19 | 2025-08-21 | $14,125 | $4,572 | $9,553 | $9,553 | |
| 600. NEWMONT MNG CORP | 2007-01-19 | 2025-08-21 | $42,376 | $28,776 | $13,600 | $13,600 | |
| 100. NORTHERN TR CORP | 2011-08-23 | 2025-08-21 | $12,724 | $3,554 | $9,170 | $9,170 | |
| 300. NORTHERN TR CORP | 2009-12-18 | 2025-08-21 | $38,171 | $14,925 | $23,246 | $23,246 | |
| 400. NOVARTIS AG SPONSORED ADR | 2012-02-21 | 2025-08-21 | $50,842 | $18,153 | $32,689 | $32,689 | |
| 200. PEPSICO | 2009-06-18 | 2025-08-21 | $29,852 | $10,950 | $18,902 | $18,902 | |
| 6. SOLVENTUM CORP | 2023-02-17 | 2025-08-21 | $435 | $424 | $11 | $11 | |
| 50. SOLVENTUM CORP | 2009-04-20 | 2025-08-21 | $3,624 | $1,957 | $1,667 | $1,667 | |
| 400. SYSCO CORPORATION | 2009-10-16 | 2025-08-21 | $31,988 | $11,146 | $20,842 | $20,842 | |
| 25. 3 M COMPANY | 2023-02-17 | 2025-08-21 | $3,861 | $2,348 | $1,513 | $1,513 | |
| 200. 3 M COMPANY | 2009-04-20 | 2025-08-21 | $30,885 | $10,400 | $20,485 | $20,485 | |
| 250. UNITED PARCEL SERVICE | 2006-12-21 | 2025-08-21 | $21,525 | $18,862 | $2,663 | $2,663 | |
| 25000. U.S. TREASURY NOTES 4.500% 11/15/25 | 2022-12-07 | 2025-08-21 | $25,005 | $25,025 | -$20 | -$20 | |
| 1265.823 VANGUARD ULT SH TRM TAX EX-ADM | 2017-05-18 | 2025-08-21 | $20,101 | $20,000 | $101 | $101 | |
| 600. WEYERHAEUSER CO | 2019-02-27 | 2025-08-21 | $15,352 | $15,207 | $145 | $145 | |
| 1200. WILLIAMS COS INC | 2021-03-01 | 2025-08-21 | $69,524 | $27,854 | $41,670 | $41,670 | |
| 350. MEDTRONIC PLC | 2015-01-27 | 2025-08-21 | $32,309 | $25,842 | $6,467 | $6,467 | |
| 100. CHUBB LTD | 2020-09-02 | 2025-08-21 | $27,945 | $12,551 | $15,394 | $15,394 | |
| 75.471 GQG PART EMERG MKTS EQ-INST | 2025-08-25 | 2025-12-02 | $1,364 | $1,300 | $64 | $64 | |
| 295.069 DODGE & COX INTL STOCK FUND | 2025-08-25 | 2025-12-02 | $4,948 | $4,710 | $238 | $238 | |
| 76.548 EUPAC FUND-F3 | 2025-08-25 | 2025-12-02 | $5,016 | $4,801 | $215 | $215 | |
| 358.13 HARBOR CORE BOND FUND-INST | 2025-08-25 | 2025-12-02 | $3,220 | $3,191 | $29 | $29 | |
| 161.42 PIMCO RAE EMERG MRKT-INST | 2025-08-25 | 2025-12-02 | $2,036 | $1,916 | $120 | $120 | |
| 194.454 PRINCIPAL DIVER RL ASST-INST | 2025-08-25 | 2025-12-02 | $2,398 | $2,345 | $53 | $53 | |
| 33.284 VANGUARD 500 INDEX FUND-ADM | 2025-08-25 | 2025-12-02 | $21,019 | $19,811 | $1,208 | $1,208 | |
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,067 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $581,661 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,552 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,552 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $513 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $513 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,039 | 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 | LEIHA MACAULEY ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173454600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL STREET | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CONSTANCE B WITHERBY | ||||||
| 23 HIDDEN BROOK DRIVE | WELLS | ME | 04090 | TRUSTEE | 1 | $0 |
| LEIHA MACAULEY ESQ | ||||||
| DAY PITNEY LLP ONE FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,112,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,205,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,205,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,082 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,187,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,552 | TotalTaxAmt |
| Distributable Before Adj | $50,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,818 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,818 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,278 | 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 | $122,278 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $15,225 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,615 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,840 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,278 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,818 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,460 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $117,300 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $117,300 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $15,225 | ExcessFromYear2Amt |
| Excess From Year1 | $30,615 | ExcessFromYear1Amt |
| Excess From Current Year | $71,460 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEIHA MACAULEY ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173454600 | RecipientPhoneNum |
| Form And Info And Materials | MARIANNE J H WWITHERBY FOUNDATION REQUEST FUNDS PROPOSAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BERKLEE COLLEGE OF MUSIC INC | |||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NASSON COMMUNITY CENTER | |||||||
| 459 MAIN STREET | SPRINGVALE | ME | 04083 | NONE | PC | GENERAL SUPPORT | $20,000 |
| REACH BEYOND DOMESTIC VIOLENCE | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PC | GENERAL SUPPORT | $15,000 |
| ROGERSON COMMUNITIES | |||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY WORKSHOP SERVICES | |||||||
| 174 PORTLAND STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $7,500 |
| BREAD & ROSES | |||||||
| 58 NEWBURY ST | LAWRENCE | MA | 01840 | NONE | PC | GENERAL SUPPORT | $7,500 |
| RIA INC | |||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | NONE | PC | GENERAL SUPPORT | $7,500 |
| MAB COMMUNITY SERVICES INC | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FAMILIES FIRST | |||||||
| 50 HUNT STREET SUITE 320 | WATERTOWN | MA | 02472 | NONE | PC | GENERAL SUPPORT | $15,000 |
| TALKING INFORMATION CENTER NETWORK | |||||||
| PO BOX 519 | MARSHFIELD | MA | 02050 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,500 | 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 | $45,488 | 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 | $581,661 | 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 | $627,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $627,149 | 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 | $2,800 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NON-ALLOCABLE LEGAL FEES | CategoryTxt |
| Legal Fees | $3,484 | LegalFeesAmt |
| Net Investment Income | $1,742 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,742 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $599 |
| RETURN OF CAPITAL ADJUSTMENT | $741 |
| COST BASIS ADJUSTMENT | $21,941 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-INCOME | $35 | $0 | $35 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $15 | $15 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $483 |
| BOND PREMIUM AMORTIZATION | $94 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN & MANAGEMENT FEES | $12,530 | $6,256 | $6,256 |
| INVESTMENT MANAGEMENT FEES | $690 | $345 | $345 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $559 | $559 | $0 |
| FEDERAL ESTIMATES - INCOME | $348 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $587 | $587 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $251 | $251 | $0 |
Comments