MARIA TOROK FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARIA TOROK FOUNDATION INC (EIN 22-3555424)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-01-16
- IRS object ID
- 202410169349100071
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-16T06:31:34-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | 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 | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223555424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA TOROK FOUNDATION #0738518 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH LLP POB 514 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P JALKUT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6174392276 | PhoneNum |
| Signature | 2024-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | JALKUT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,003,765 | 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 | $18,595 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,595 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,004,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,372 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $253,521 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,503 | 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 | $22,587 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,940 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,647 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,739 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,554 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,185 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $682 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,676 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,402 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $378,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $378,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,676 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,402 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$208,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,775 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $313,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,102 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $149,871 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $723,518 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $713,709 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,050,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,651,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,664,204 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $400,904 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $300,964 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $279,070 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $609,989 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $509,989 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,200,180 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,541,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,332,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,003,765 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $100,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,441,037 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,232,471 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,541,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,332,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,541,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,332,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,541,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$208,566 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,332,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,332,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,000 SHS CISCO SYSTEMS | P | 2004-01-23 | 2022-11-08 | $89,060 | $51,815 | $37,245 | $37,245 |
| 100,000 SHS IBM NOTES 3.375% DUE 8/1/2023 | P | 2013-09-25 | 2023-08-01 | $100,000 | $99,814 | $186 | $186 |
| 500 SHS FEDEX CORP | P | 2019-04-05 | 2022-11-08 | $79,793 | $84,483 | -$4,690 | -$4,690 |
| 600 SHS FISERV INC | P | 2019-07-18 | 2022-11-10 | $58,981 | $55,550 | $3,431 | $3,431 |
| 300 SHS MCCORMICK & CO INC | P | 2020-12-29 | 2022-11-21 | $25,477 | $28,478 | -$3,001 | -$3,001 |
| 9,350.214 SHS DOUBLELINE TOTAL RETURN BOND FUND | P | 2020-12-28 | 2022-11-22 | $82,375 | $100,000 | -$17,625 | -$17,625 |
| 1000 SHS CISCO SYSTEMS | P | 2004-01-23 | 2023-03-07 | $48,701 | $17,087 | $31,614 | $31,614 |
| 600 SHS FISERV INC | P | 2019-04-05 | 2023-03-09 | $70,159 | $36,800 | $33,359 | $33,359 |
| 200 SHS MCCORMICK & CO INC | P | 2020-12-29 | 2023-03-09 | $14,404 | $18,985 | -$4,581 | -$4,581 |
| 1,000 SHS 3M CO | P | 2010-12-23 | 2023-03-07 | $107,101 | $73,168 | $33,933 | $33,933 |
| 310 SHS VIATRIS INC | P | 2008-09-11 | 2023-03-15 | $2,933 | $2,298 | $635 | $635 |
| 3,000 SHS CITIZENS FINANCIAL GROUP, INC | P | 2017-10-04 | 2023-05-24 | $81,394 | $110,009 | -$28,615 | -$28,615 |
| 800 SHS SKYWORKS SOLUTIONS, INC | P | 2021-05-26 | 2023-05-24 | $78,481 | $93,632 | -$15,151 | -$15,151 |
| 500 SHS PFIZER INC | P | 2008-09-11 | 2023-06-21 | $19,555 | $8,386 | $11,169 | $11,169 |
| 3,500 SHS WELLS FARGO & CO | P | 2018-09-14 | 2023-06-21 | $146,006 | $143,543 | $2,463 | $2,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,372 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $1,325 | OverpaymentAmt |
| Applied To ES Tax | $1,325 | 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 | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 (5 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 | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROL J TSAO | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | VICE-PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| JULIA S COSENTINO | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | TREAS./DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN P DOUGHERTY | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | VICE-PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFFREY W ROBERTS | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | CLERK/DIRECTOR | 0.00 | $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 |
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 | $6,826,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $401,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,228,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,228,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,120,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,472 | TotalTaxAmt |
| Distributable Before Adj | $353,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,402 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $397,402 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $362,166 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,402 | QualifyingDistributionsAmt |
| Applied To Year1 | $362,166 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,236 | 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 | $318,293 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CONTRACT BRIDGE LEAGUE EDUCATIONAL FOUNDATION | |||||||
| 6575 WINDCHASE BLVD | HORN LAKE | MS | 38637 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $3,000 |
| CAMBRIDGE COMMUNITY CENTER | |||||||
| 5 CALLENDER STREET | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S MENTAL HEALTH ACCESS PROGRAM | $15,000 |
| CAMBRIDGE HEALTH ALLIANCE FOUNDATION | |||||||
| 1493 CAMBRIDGE ST | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S PROGRAMS FOR OLDER ADULTS | $10,000 |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATION | |||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S PROGRAMS FOR OLDER ADULTS | $15,000 |
| DE NOVO CENTER FOR JUSTICE AND HEALING | |||||||
| 47 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $30,000 |
| FRIENDSHIP WORKS INC | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $25,000 |
| HEARTH INC | |||||||
| 1640 WASHINGTON ST | BOSTON | MA | 02118 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $15,000 |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY | |||||||
| 2 PARK PLAZA STE 314 | BOSTON | MA | 02116 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $20,000 |
| MAB COMMUNITY SERVICES INC | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S MABVI DIVISION | $15,000 |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH | |||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S PROGRAMS FOR OLDER ADULT BEHAVIORAL HEALTH | $10,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 275 CAMBRIDGE ST | BOSTON | MA | 02114 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S RHEUMATOID ARTHRITIS PROGRAM | $15,000 |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S DEPARTMENT OF PSYCHIATRY | $15,000 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S PROGRAMS FOR OLDER ADULTS | $40,000 |
| RIAN IMMIGRANT CENTER | |||||||
| 1 STATE ST 800 | BOSTON | MA | 02109 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE MASSACHUSETTS IMMIGRANT COALITION | $10,000 |
| RIVERSIDE COMMUNITY CARE | |||||||
| 270 BRIDGE STREET SUITE 301 | DEDHAM | MA | 02026 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S MINDWISE PROGRAM AND ITS SIGNS OF SUICIDE PROGRAM | $15,000 |
| SAMARITANS INC | |||||||
| 41 WEST ST FL 4 | BOSTON | MA | 02111 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S SUICIDE PREVENTION PROGRAMS | $15,000 |
| SOMERVILLE-CAMBRIDGE ELDER SERVICES | |||||||
| 61 MEDFORD STREET | SOMERVILLE | MA | 02143 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $20,000 |
| SOUTHWEST BOSTON SENIOR SERVICES INC | |||||||
| 555 AMORY ST | JAMAICA PLAIN | MA | 02130 | N/A | PUBLIC | TO SUPPORT OF THE WORK OF THE AGEWELL PROGRAM | $25,000 |
| THE CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S PROGRAMS FOR OLDER ADULTS | $25,000 |
| THE IMMIGRANT LEARNING CENTER | |||||||
| 442 MAIN STREET | MALDEN | MA | 02148 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $15,000 |
| UNITED WAY OF MASSACHUSETTS BAY | |||||||
| 9 CHANNEL CENTER | BOSTON | MA | 02210 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S MIGRANT FAMILIES RELIEF FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $378,000 | 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 | $18,595 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $97,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $253,521 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $253,521 | 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 | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NUTTER_ A/C# 0738518 | BondNm |
| EOY Book Value | $300,964 | EOYBookValueAmt |
| EOYFMV | $279,070 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NUTTER_ A/C# 0738518 | StockNm |
| EOY Book Value | $1,651,398 | EOYBookValueAmt |
| EOYFMV | $4,664,204 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $723,518 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $713,709 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NUTTER_ A/C# 0738518 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $509,989 | BookValueAmt |
| EOYFMV | $1,200,180 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER, MCCLENNEN & FISH, LLP | CategoryTxt |
| Legal Fees | $22,587 | LegalFeesAmt |
| Net Investment Income | $16,940 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,647 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA FORM PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER, MCCLENNEN & FISH, LLP | CategoryTxt |
| Amt | $52,739 | Amt |
| Net Investment Income | $39,554 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,185 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $682 | $682 | $0 |
| 990PF TAXES | $6,009 | $0 | $0 |