MICHELE E DUFAULT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MICHELE E DUFAULT FOUNDATION (EIN 47-6323640)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202421289349103552
- Schema version
- 2023v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T11:49:59-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476323640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELE E DUFAULT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES P O BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY B GARDINER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | GARDINER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM M BURKE | PreparerPersonNm |
| PTIN | P01034041 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
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 | 2023 | 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 | $1,760,840 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,075 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $28,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $364,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $125,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,645 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,276 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,276 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,851 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,102 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,961 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,346 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,961 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,684 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,776 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $422,653 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $364,375 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $365,080 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $652,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $626,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,239,984 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,130,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,146,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,760,840 | 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 | $1,130,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,146,276 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,130,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,146,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,130,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,146,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,130,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $593 | OtherIncreasesAmt |
| Subtotal | $1,146,278 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,146,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VARIOUS PUBLICLY TRADED SECURITIES | P | $346,285 | $347,480 | -$1,195 | -$1,195 |
| VARIOUS PUBLICLY TRADED SECURITIES | P | $17,993 | $19,619 | -$1,626 | -$1,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,821 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $288 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $288 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $288 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $836 | 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 | $836 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $548 | OverpaymentAmt |
| Applied To ES Tax | $548 | 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 | Yes (1) | 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 | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE DUFAULT | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT DUFAULT | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE DUFAULT MCCORMICK | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY GARDINER | ||||||||
| C/O HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $10,276 | $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 | $1,615,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,712,959 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,712,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,687,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $288 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $288 | TotalTaxAmt |
| Distributable Before Adj | $84,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,075 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,046 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,046 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,703 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,155 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,573 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,359 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,463 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,046 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,075 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,971 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,224 | 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 | $6,703 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,155 | ExcessFromYear4Amt |
| Excess From Year3 | $9,573 | ExcessFromYear3Amt |
| Excess From Year2 | $7,359 | ExcessFromYear2Amt |
| Excess From Year1 | $18,463 | ExcessFromYear1Amt |
| Excess From Current Year | $18,971 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE DUFAULT | ContributingManagerNm |
| Contributing Manager | ROBERT DUFAULT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATLANTIC WHITE SHARK CONSERVANCY | ||||||
| PO BOX 66 | CHATHAM | MA | 02633 | PC | GILLS CLUB | $6,000 |
| BACK ON MY FEET BOSTON | ||||||
| 100 SOUTH BROAD STREET SUITE 2136 | PHILADELPHIA | PA | 19110 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVENUE 3RD FLOOR | BOSTON | MA | 02116 | PC | DR. CAROLYN BERNSTEIN'S IN-SCHOOL SCIENCE PROGRAM | $7,500 |
| GIRL SCOUTS OF EASTERN MASSACHUSETTS | ||||||
| 420 BOYLSTON STREET SUITE 505 | BOSTON | MA | 02116 | PC | STEM PROGRAMMING | $6,000 |
| GIRLS INC OF GREATER LOWELL | ||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | PC | OPERATION SMART | $5,000 |
| NOBLE AND GREENOUGH SCHOOL | ||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | PC | MICHELE DUFAULT '07 EXCEL SCHOLARSHIP FUND (NOT A PLEDGE) | $10,000 |
| NORTH AND SOUTH RIVERS WATERSHED ASSOCIATION | ||||||
| PO BOX 43 | NORWELL | MA | 02061 | PC | ESTUARY EXPLORERS PROGRAM | $6,000 |
| PENIKESE ISLAND SCHOOL | ||||||
| PO BOX 161 | WOODS HOLE | MA | 02543 | PC | SCHOLARSHIPS FOR THE STEAM SUMMER CAMP FOR GIRLS | $5,000 |
| SCIENCE CLUB FOR GIRLS | ||||||
| 36 MAGAZINE STREET | CAMBRIDGE | MA | 02139 | PC | MIDDLE SCHOOL CLASSES | $5,000 |
| SCITUATE PUBLIC SCHOOLS | ||||||
| PO BOX 314 | NORTH SCITUATE | MA | 02060 | PC | SCITUATE HIGH SCHOOL SCIENCE DEPARTMENT TO PURCHASE THE MIT DNA/RNA CLASSROOM SET | $1,200 |
| SOCIETY OF WOMEN ENGINEERS | ||||||
| 130 EAST RANDOLPH STREET SUITE 3500 | CHICAGO | IL | 60601 | PC | MABLE SWENEXT CLUB | $2,500 |
| SUMMER STARS CAMP FOR THE PERFORMING ARTS INC | ||||||
| 132 HIGH STREET | NORWELL | MA | 02061 | PC | SUMMER STARS PROGRAM | $10,000 |
| THE LABORATORY SAFETY INSTITUTE | ||||||
| 192 WORCESTER ROAD | NATICK | MA | 01760 | PC | LAB SAFETY EDUCATION SCHOLARSHIPS FOR TEACHERS FROM MASSACHUSETTS | $10,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||
| 266 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | PC | SUMMER INTERNSHIP PLUS TRAVEL | $13,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,700 | 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 | $28,645 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,821 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,824 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,824 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT DUFAULT | ||||||
| 1 | 22 OCEAN AVENUE | SCITUATE | MA | 02066 | $50,000 | Yes (X) |
| DIANE DUFAULT | ||||||
| 2 | 22 OCEAN AVENUE | SCITUATE | MA | 02066 | $50,000 | Yes (X) |
| DEREK AND JUDITH STOLP | ||||||
| 3 | 5 AVIATORS LN | SANDWICH | MA | 02563 | $75 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 ABBOTT LABORATORIES | $23,619 | $44,028 |
| 344 ADVANCED MICRO DEVICES INC | $10,175 | $50,709 |
| 375 ALPHABET INC CL A | $10,252 | $52,384 |
| 300 AMAZON.COM INC | $26,805 | $45,582 |
| 250 ANALOG DEVICES INC COM | $18,706 | $49,640 |
| 300 APPLE INC COM | $5,163 | $57,759 |
| 275 APTARGROUP INC | $20,206 | $33,996 |
| 250 APTIV PLC SHS | $31,325 | $22,430 |
| 200 AUTOMATIC DATA PROCESSING INC | $13,278 | $46,594 |
| 100 BECTON DICKINSON & CO COM | $23,431 | $24,383 |
| 400 CANADIAN NATL RY CO COM | $28,112 | $50,252 |
| 330 CHEVRON CORP NEW COM | $38,714 | $49,223 |
| 200 DANAHER CORPORATION COM | $18,777 | $46,268 |
| 375 FISERV INC COM | $15,438 | $49,815 |
| 100 HOME DEPOT INC | $15,554 | $34,655 |
| 275 JOHNSON & JOHNSON | $32,089 | $43,104 |
| 135 MASTERCARD INC CL A | $8,446 | $57,579 |
| 225 MEDTRONIC PLC | $22,576 | $18,536 |
| 175 MICROSOFT CORP COM | $27,152 | $65,807 |
| 370 NESTLE NAM SPON ADR | $32,887 | $42,783 |
| 225 NIKE INC CL B COM | $23,796 | $24,428 |
| 200 NOVARTIS AG SPON ADR | $12,502 | $20,194 |
| 75 NVIDIA CORP | $13,191 | $37,142 |
| 275 PROCTER & GAMBLE CO | $23,372 | $40,299 |
| 165 ROCKWELL AUTOMATION INC COM | $21,169 | $51,229 |
| 485 RTX CORPORATION COM | $34,340 | $40,808 |
| 500 SCHNEIDER ELEC ADR | $17,603 | $20,115 |
| 350 TJX COS INC NEW COM | $17,712 | $32,834 |
| 90 UNITEDHEALTH GROUP INC COM | $27,711 | $47,382 |
| 350 XYLEM INC | $12,024 | $40,026 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $364,375 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $365,080 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $70 | $0 | $70 |
| ADR FEES | $8 | $8 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME TIMING DIFFERENCES | $293 |
| BOND AMORTIZATION TAX ADJUSTMENTS | $300 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP - INVESTMENT MGMT | CategoryTxt |
| Amt | $6,851 | Amt |
| Net Investment Income | $6,851 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT DUFAULT | |||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 |
| DIANE DUFAULT | |||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,102 | $1,102 | $0 |
| EXCISE TAX | $0 | $0 | $0 |