SUMMER ROY KATES CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUMMER ROY KATES CHARITABLE TRUST (EIN 81-2865402)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-22
- IRS object ID
- 202631739349100503
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-22T09:48:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 812865402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMNER ROY KATES CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | #0762147 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMN | BusinessNameControlTxt |
| Phone | 6174392000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH POB 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P JALKUT ESQ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174392000 | PhoneNum |
| Signature | 2026-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
| 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 | $23,245,725 | 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 | $54,843 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,843 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $298,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $298,709 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $693,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,834,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $693,618 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,047,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,047,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $77,564 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $58,173 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,391 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $123,668 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,751 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,917 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,827 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $247,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $169,049 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,308 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,010,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,010,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,257,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $169,049 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,062,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $878,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $1,500 | CashEOYAmt |
| Cash EOYFMV | $1,500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,291,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,673,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,673,958 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $483,129 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $277,354 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $267,094 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,682,204 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,666,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,175,020 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,520,054 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,118,165 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,098,550 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,603 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,603 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,977,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,767,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,245,725 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,977,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,767,101 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,977,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,767,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,977,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,767,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,977,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,484 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $10,767,101 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,767,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHS FEDEX CORP | P | 2020-01-24 | 2025-11-25 | $136,787 | $76,365 | $60,422 | $60,422 |
| 625 SHS FEDEX CORP | P | 2016-02-23 | 2025-11-25 | $170,983 | $83,516 | $87,467 | $87,467 |
| 375 SHS FEDEX CORP | P | 2017-02-02 | 2025-11-25 | $102,590 | $69,756 | $32,834 | $32,834 |
| 2000 SHS ZOETIS INC | P | 2023-09-19 | 2025-11-25 | $257,501 | $207,407 | $50,094 | $50,094 |
| 500 SHS ISHARES S&P MIDCAP 400 FUND | P | 2017-08-09 | 2025-11-25 | $32,765 | $17,275 | $15,490 | $15,490 |
| 2200 SHS PEPSI INC | P | 2009-03-05 | 2025-11-25 | $321,047 | $275,173 | $45,874 | $45,874 |
| 1600 SHS EXPEDITORS INTL WASHINGTON INC | P | 2022-04-01 | 2025-07-07 | $186,144 | $160,052 | $26,092 | $26,092 |
| 800 SHS ABBOTT LABS | P | 2023-07-24 | 2025-10-27 | $101,812 | $91,725 | $10,087 | $10,087 |
| 500 SHS ISHARES RUSSELL 2000 ETF | P | 2017-08-09 | 2025-10-27 | $125,055 | $69,186 | $55,869 | $55,869 |
| 150 SHS PARKER HANNIFIN CORP | P | 2019-08-28 | 2025-10-27 | $116,321 | $23,944 | $92,377 | $92,377 |
| 350 SHS ABBOTT LABS | P | 2019-08-28 | 2025-12-11 | $43,183 | $29,374 | $13,809 | $13,809 |
| 550 SHS ABBOTT LABS | P | 2019-08-28 | 2025-12-12 | $68,683 | $37,741 | $30,942 | $30,942 |
| 2100 SHS ABBOTT LABS | P | 2018-01-30 | 2025-12-18 | $262,465 | $132,048 | $130,417 | $130,417 |
| 100000 SHS HUBBELL INC NOTES 3.35% DUE 3/1/26 | P | 2017-08-09 | 2025-12-01 | $100,000 | $100,865 | -$865 | -$865 |
| 50000 SHS MARYLAND ST SER A 4% DUE 8/1/29 | P | 2016-02-23 | 2025-09-22 | $50,000 | $54,464 | -$4,464 | -$4,464 |
| 150000 SHS MICROSOFT CORP NOTES 3 1/8% DUE 11/3/25 | P | 2018-02-14 | 2025-11-03 | $150,000 | $148,220 | $1,780 | $1,780 |
| 150000 SHS CVS HEALTH CORP NOTES 4.1% DUE 3/25/25 | P | 2018-03-07 | 2025-03-25 | $150,000 | $149,661 | $339 | $339 |
| 150000 SHS US TREASURY NOTES 4.25% DUE 10/15/25 | P | 2023-05-01 | 2025-10-15 | $150,000 | $150,926 | -$926 | -$926 |
| 2000 SHS QUALCOMM INC | P | 2021-04-19 | 2025-07-14 | $308,712 | $262,732 | $45,980 | $45,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $693,618 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,081 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,775 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,856 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $9,636 | OverpaymentAmt |
| Applied To ES Tax | $9,636 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS P JALKUT | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS P JALKUT | ||||||||
| C/O NUTTER MF 155 SEAPORT BLVD | BOSTON | MA | 02110 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JAMES D TOBIN | ||||||||
| ONE AVERY STREET UNIT 10D | BOSTON | MA | 02111 | TRUSTEE | 5.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,195,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,191,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,386,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,386,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $335,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,050,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,102,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,102,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,206 | TotalTaxAmt |
| Distributable Before Adj | $1,090,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,090,323 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,090,323 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,062,808 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,062,808 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,090,323 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,007,311 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,062,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,007,311 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,497 | 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 | $1,034,826 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 826 BOSTON | ||||||||
| 3035 WASHINGTON STREET | ROXBURY | MA | 02119 | N/A | PC | GENERAL FUND | $50,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | GENERAL FUND | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | N/A | PC | GENERAL FUND | $5,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | PC | GENERAL FUND | $15,000 | |
| BOCA RATON REGIONAL HOSPITAL | ||||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | N/A | PC | GENERAL FUND | $10,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | ||||||||
| 885 WASHINGTON ST | BOSTON | MA | 02111 | N/A | PC | GENERAL FUND | $5,000 | |
| BOSTON MEDICAL CENTER | ||||||||
| ONE BOSTON MEDICAL CENTER PL | BOSTON | MA | 02118 | N/A | PC | GENERAL FUND | $25,000 | |
| BOYS TOWN | ||||||||
| 294 WEST EXCHANGE ST | PROVIDENCE | RI | 02903 | N/A | PC | GENERAL FUND | $5,000 | |
| BRIGHAM AND WOMENS HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | GENERAL FUND | $10,000 | |
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||||
| PO BOX 95216 | NEWTON | MA | 02495 | N/A | PC | FOR UNITED STATES OF URVASHI | $25,000 | |
| CENTER FOR IRISH SOCIETY | ||||||||
| 55 OLD BEDFORD RD | LINCOLN | MA | 01773 | N/A | PC | GENERAL FUND | $5,000 | |
| CENTER FOR TRANSFORMATIVE ACTION | ||||||||
| PO BOX 760 | ITHACA | NY | 14851 | N/A | PC | GRANT FOR OPEN DOOR ENGLISH | $10,000 | |
| CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC | ||||||||
| NORTHPORT FINANCIAL CENTER 490 MAIN | NORTHPORT | NY | 11768 | N/A | PC | GENERAL FUND | $60,000 | STREET |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | ||||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | N/A | PC | GENERAL FUND | $20,000 | |
| COMMUNITY SERVINGS INC | ||||||||
| 179 AMORY ST | JAMICA PLAIN | MA | 02130 | N/A | PC | GENERAL FUND | $20,000 | |
| CRISTO REY BOSTON HIGH SCHOOL | ||||||||
| 100 SAVIN HILL AVE | DORCHESTER | MA | 02125 | N/A | PC | GENERAL FUND | $15,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL FUND | $15,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | FOR WORK IN GAZA | $50,000 | |
| HARVARD MAGAZINE INC | ||||||||
| 7 WARE STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL FUND | $1,500 | |
| INTERNATIONAL COMMITTEE OF THE RED CROSS | ||||||||
| 801 2ND AVE | NEW YORK | NY | 10017 | N/A | PC | GENERAL FUND | $25,000 | |
| IRISH AMERICAN PARTNERSHIP | ||||||||
| 15 BROAD ST | BOSTON | MA | 02109 | PC | GENERAL FUND | $5,000 | ||
| IRISH PASTORAL CENTRE | ||||||||
| 512 GALLIVAN BLVD 1 | BOSTON | MA | 02124 | N/A | PC | GENERAL FUND | $5,000 | |
| JESSIE'S PLACE | ||||||||
| 11 CENTRAL SQUARE | CHELMSFORD | MA | 01824 | N/A | PC | GENERAL FUND | $10,000 | |
| JEWISH FAMILY AND CHILDRENS FOUNDATION | ||||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | N/A | PC | GENERAL FUND | $10,000 | |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PC | GENERAL FUND | $5,000 | |
| LA COLABORATIVA INC | ||||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | N/A | PC | GENERAL FUND | $10,000 | |
| MASSACHUSETTS BREAST CANCER COALITION | ||||||||
| PO BOX 202 | FRANKLIN | MA | 02038 | N/A | PC | GENERAL FUND | $5,000 | |
| MAYA MIDWIFERY INTERNATIONAL INC | ||||||||
| 124 BOSTON AVE 2 | SOMERVILLE | MA | 02144 | PC | GENERAL FUND | $10,000 | ||
| MORGAN MEMORIAL GOODWILL INDUSTRIES | ||||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | N/A | PC | GENERAL FUND | $5,000 | |
| MOUNT VERNON LADIES' ASSOCIATION | ||||||||
| 3200 MOUNT VERNON MEMORIAL HIGHWAY | MOUNT VERNON | VA | 22121 | N/A | PC | GENERAL FUND | $1,000 | |
| MUSEUM OF FINE ARTS BOSTON | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL FUND | $15,000 | |
| MUSEUM OF SCIENCE BOSTON | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PC | GENERAL FUND | $15,000 | |
| NEW ENGLAND AQUARIUM | ||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PC | FOR GENERAL PURPOSE | $25,000 | |
| NEW ENGLAND BAPTIST HOSPITAL | ||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | N/A | PC | GENERAL FUND | $10,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 50 WEST 4TH STREET | NEW YORK | NY | 10012 | N/A | PC | FBO NYU DAILY GIFT ACCOUNT FOR PHILIP SEYMOUR HOFFMAN SCHOLARSHIP (T3086) | $100,000 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PC | GENERAL FUND | $30,000 | |
| PHILLIPS ACADEMY | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | N/A | PC | FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/4/23 | $100,000 | |
| REVOLUTIONARY SPACES INC | ||||||||
| 310 WASHINGTON ST | BOSTON | MA | 02109 | N/A | PC | GENERAL FUND | $50,000 | |
| ROSIES PLACE | ||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | GENERAL FUND | $25,000 | |
| ROUNDUP RIVER RANCH | ||||||||
| 8333 COLORADO RIVER RD | GYPSUM | CO | 81637 | N/A | PC | GENERAL FUND | $10,000 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | GENERAL FUND | $15,000 | |
| ST FRANCIS HOUSE | ||||||||
| 39 BOYLSTON ST | BOSTON | MA | 02116 | N/A | PC | GENERAL FUND | $25,000 | |
| TEMPLE OHABEI SHALOM | ||||||||
| 1187 BEACON STREET | BROOKLINE | MA | 02446 | N/A | PC | GENERAL FUND | $10,000 | |
| THE COOLIDGE CORNER THEATRE FOUNDATION | ||||||||
| 290 HARVARD AVE | BROOKLINE | MA | 02446 | N/A | PC | GENERAL FUND | $10,000 | |
| THE EIRE SOCIETY OF BOSTON | ||||||||
| 105 BEECH STREET | BELMOST | MA | 02478 | N/A | PC | GENERAL FUND | $5,000 | |
| THE GREATER BOSTON FOOD BANK | ||||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | N/A | PC | GENERAL FUND | $30,000 | |
| THE PENN STATE FUND FOR COMMUNICATIONS | ||||||||
| 201 CARNEGIE BUILDING | UNIVERSITY PARK | PA | 16802 | N/A | PC | FOR INTERCEPTOR DOCUMENTARY | $10,000 | |
| THE SALVATION ARMY | ||||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | N/A | PC | GENERAL FUND | $25,000 | |
| UNIVERSITY OF BUFFALO SCHOOL OF NURSING | ||||||||
| 3435 MAIN ST | BUFFALO | NY | 14214 | N/A | PC | TO SUPPORT WORK OF EMILY BARR | $40,000 | |
| WIKIMEDIA FOUNDATION | ||||||||
| 1 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL FUND | $3,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | FOR WORK IN GAZA | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,010,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,843 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $298,709 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $693,618 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,047,170 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,047,170 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER, MCCLENNEN & FISH, LLP -TAX PREP FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $5,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | COPORATE BONDS | BondNm |
| EOY Book Value | $1,118,165 | EOYBookValueAmt |
| EOYFMV | $1,098,550 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $6,977,701 | $18,891,524 |
| EQUITY MUTUAL FUND | $663,261 | $1,251,320 |
| FOREIGN STOCK | $25,559 | $32,176 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $153,492 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $147,885 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $123,862 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $119,209 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER, MCCLENNEN & FISH, LLP | CategoryTxt |
| Legal Fees | $77,564 | LegalFeesAmt |
| Net Investment Income | $58,173 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,391 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN FILM | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $29,603 | EOYBookValueAmt |
| EOYFMV | $29,603 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $125 | $0 | $125 |
| MISC EXPENSES | $1,191 | $0 | $0 |
| ADR FEE | $11 | $0 | $0 |
| FILM OPTION PAYMENTS | $12,500 | $12,500 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ADJUSTMENT | Desc |
| Amt | $6 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER, MCCLENNEN & FISH, LLP -TRUSTEE FEES | CategoryTxt |
| Amt | $123,668 | Amt |
| Net Investment Income | $92,751 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,917 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $24,595 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |