HENRY HORNBLOWER FUND INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HENRY HORNBLOWER FUND INC (EIN 23-7425285)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-22
- IRS object ID
- 202632039349100318
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-22T14:12:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 237425285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY HORNBLOWER FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 6175893286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 OLD SANDWICH ROAD | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER W WARD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8605394624 | PhoneNum |
| Signature | 2026-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELSEY MURPHY | PreparerPersonNm |
| PTIN | P02091024 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2026-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,906,395 | 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 |
| Dividends Rev And Expnss | $283,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $283,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $285,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $283,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,104 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,140 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,404 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $555,206 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $555,206 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $574,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $555,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,560 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $251,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,703 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,562,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,312,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,696,692 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,813,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,522,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,906,395 | 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 | $3,813,957 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,522,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,813,957 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,522,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,813,957 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,522,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,813,957 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,522,080 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,522,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NATIONAL FINANCIAL SERVICES #3027 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2025-03-18 | SoldDt |
| Gross Sales Price | $285,182 | GrossSalesPriceAmt |
| Cost Or Other Basis | $285,237 | CostOrOtherBasisAmt |
| Gain Or Loss | -$55 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$55 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$55 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,719 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,719 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,581 | OverpaymentAmt |
| Applied To ES Tax | $2,581 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | NATHAN N WITHINGTON | IndividualWithBooksNm |
| Phone | 6175893286 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 OLD SANDWICH RD | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| NATHAN N WITHINGTON | ||||||||
| 74 OLD SANDWICH RD | PLYMOUTH | MA | 02360 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ELLIS WITHINGTON | ||||||||
| 150 BUMP ROCK ROAD | PLYMOUTH | MA | 02360 | DIRECTOR | 0.50 | $2,500 | $0 | $0 |
| MICHAEL WITHINGTON | ||||||||
| 76 FORGE DRIVE | PLYMOUTH | MA | 02360 | DIRECTOR | 0.50 | $2,500 | $0 | $0 |
| HEATHER W WARD | ||||||||
| 88 CLIFFORD RD | PLYMOUTH | MA | 02360 | CLERK | 7.00 | $2,000 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,512,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $549,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,061,115 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,061,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,895,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $544,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $544,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,719 | TotalTaxAmt |
| Distributable Before Adj | $541,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $541,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $541,041 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $555,206 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $555,206 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $541,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $12,429 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $15,854 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,981 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $555,206 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $541,041 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,165 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,146 | 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 | $65,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,429 | ExcessFromYear4Amt |
| Excess From Year2 | $15,854 | ExcessFromYear2Amt |
| Excess From Year1 | $22,698 | ExcessFromYear1Amt |
| Excess From Current Year | $14,165 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NATHAN WITHINGTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 OLD SANDWICH ROAD | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175893286 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE IN WRITING. EXEMPTION DATA MUST BE PROVIDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BENTLEY UNIVERSITY | ||||||||
| 175 FOREST ST | WALTHAM | MA | 02452 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| BID PLYMOUTH FAMILY FUND | ||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $56,000 | |
| BOSTON COLLEGE HIGH SCHOOL | ||||||||
| 150 MORRISSEY BLVD | BOSTON | MA | 02125 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MA AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| CRANBERRY HOSPICE | ||||||||
| 36 CORDAGE PARK CIR | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CROSSROADS FOR KIDS | ||||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| GLOBAL CONSERVATION | ||||||||
| 110 WILLOWBROOK DR | PORTOLA VALLEY | CA | 940287838 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| GOVENOR'S DUMMER ACADEMY | ||||||||
| 1 ELM STREET | BYFIELD | MA | 01922 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 434 MASSACHUSETTS AVE SUITE 201 | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| JACQUES PEPIN FOUNDATION | ||||||||
| PO BOX 28 | BARRINGTON | RI | 028060028 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| JORDAN HOSPITAL CLUB | ||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $21,000 | |
| KIMBALL UNION ACADEMY | ||||||||
| 64 MAIN ST | MERIDEN | NH | 03770 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| MANOMET CONSERVATION SCIENCES | ||||||||
| 125 MANOMET POINT RD | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| MASS AUDUBON | ||||||||
| 208 S GREAT RD | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE ST | MILTON | MA | 02186 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| PILGRIM FESTIVAL CHORUS | ||||||||
| FAITH COMMUNITY CHURCH 29 CARVER | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $3,000 | ROAD |
| PILGRIM SOCIETY | ||||||||
| 75 COURT ST | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PLIMOTH PATUXET MUSEUMS | ||||||||
| 137 WARREN AVE | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PLYMOUTH ANTIQUARIAN SOCIETY | ||||||||
| 126 WATER ST | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PLYMOUTH CENTER FOR THE ARTS | ||||||||
| 11 NORTH STREET | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $10,240 | |
| PLYMOUTH FRAGMENT SOCIETY | ||||||||
| PO BOX 6386 | PLYMOUTH | MA | 02362 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PLYMOUTH INDEPENDENT | ||||||||
| 15 RICHARDS RD | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| PLYMOUTH PHILHARMONIC ORCHESTRA | ||||||||
| 32 COURT ST | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $17,466 | |
| PLYMOUTH PUBLIC LIBRARY | ||||||||
| 132 SOUTH ST | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ROSIES PLACE | ||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THAYER ACADEMY | ||||||||
| 745 WASHINGTON ST | BRAINTREE | MA | 02184 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| THE ADVENT SCHOOL | ||||||||
| 15 BRIMMER ST | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| THE SALVATION ARMY | ||||||||
| 52 LONG POND ROAD | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WILDLANDS TRUST | ||||||||
| 675 LONG PONG RD | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL SUPPORT | $175,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $555,206 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $283,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$55 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,049 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE BECAUSE THERE ARE NO AMOUNTS IN COLUMN E | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,140 | Amt |
| Net Investment Income | $5,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NATIONAL FINANCIAL SERVICES #3027 | StockNm |
| EOY Book Value | $3,312,377 | EOYBookValueAmt |
| EOYFMV | $11,696,692 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $3,404 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,404 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MA FILING FEE | $125 | $0 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $4,051 | $0 | $0 | $0 |