TREMBLAY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TREMBLAY FAMILY FOUNDATION (EIN 20-6070260)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202431319349101588
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T13:20:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271948252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STALL ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 CRANE ROAD | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | 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 | 206070260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TREMBLAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREM | BusinessNameControlTxt |
| Phone | 6176455969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 PHILLIPS STREET | AddressLine1Txt |
| City | MARBLEHEAD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER L WILLIAMSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5083584923 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | WILLIAMSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN R STALL | PreparerPersonNm |
| PTIN | P00030027 | PTIN |
| Phone | 9782963318 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,837,907 | 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 | $118,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,126,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,837,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,126,109 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,244,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,244,909 | 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 |
| Other Prof Fees Rev And Expnss | $13,659 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,659 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,956 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,010,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,228,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $47,845 | CashEOYAmt |
| Cash EOYFMV | $48,449 | CashEOYFMVAmt |
| Other Assets BOY | $1,442,098 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,403,727 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,789,458 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,442,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,451,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,837,907 | 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 | $1,442,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,451,572 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,442,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,451,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,442,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,451,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,442,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,010,769 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,452,867 | SubtotalAmt |
| Other Decreases | $1,295 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,451,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500 INDEX FUND | 2023-01-01 | 2023-04-10 | $81,737 | $49,460 | $32,277 | $32,277 | |
| 500 INDEX FUND | 2022-01-01 | 2023-04-10 | $1,070,674 | $647,879 | $422,795 | $422,795 | |
| 500 INDEX FUND | 2010-01-01 | 2023-01-03 | $300,000 | $87,097 | $212,903 | $212,903 | |
| 500 INDEX FUND | 2010-01-01 | 2023-04-10 | $3,379,512 | $912,586 | $2,466,926 | $2,466,926 | |
| CHOATE HALL - DETAILS AVAILABLE UPON REQUEST | 2023-01-01 | 2023-12-31 | $1,001,011 | $1,014,374 | -$13,363 | -$13,363 | |
| CAPITAL GAINS DIVIDENDS | $4,571 | $4,571 | $4,571 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,126,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,755 | 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 | $1,755 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $43,118 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER L WILLIAMSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176455969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 PHILLIPS STREET | AddressLine1Txt |
| City | MARBLEHEAD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | 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 |
|---|---|---|---|---|---|---|---|---|
| GENE R TREMBLAY | ||||||||
| 405 OCEAN AVENUE | MARBLEHEAD | MA | 01945 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN C TREMBLAY | ||||||||
| 405 OCEAN AVENUE | MARBLEHEAD | MA | 01945 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MATTHEW G TREMBLAY | ||||||||
| 271 CENTER STREET | LAGUNA BEACH | CA | 92651 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER L WILLIAMSON | ||||||||
| 49 PHILLIPS STREET | MARBLEHEAD | MA | 01945 | TRUSTEE | 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 | $4,519,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,664,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,664,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,594,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,873 | TotalTaxAmt |
| Distributable Before Adj | $184,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,874 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $217,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $211,445 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $211,445 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,090 | 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 | $178,784 | 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) |
|---|---|---|
| Contributing Manager | GENE R TREMBLAY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL SENTIENT BEINGS | |||||||
| 268 WALNUT STREET | LYNN | MA | 01905 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $2,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $20,000 |
| CENTER FOR CREATIVE ART | |||||||
| 154 CROMWELL ROAD | CHATHAM | MA | 02633 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $5,000 |
| GIRLS INC OF GREATER LYNN | |||||||
| 50 HIGH STREET | LYNN | MA | 01902 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $2,500 |
| GOOD SAMARITANS MISSION OF JACKSON HOLE | |||||||
| 285 W PEARL STREET PO BOX 1218 | JACKSON HOLE | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $7,000 |
| GRACE CHAPEL | |||||||
| 3 MILITA DRIVE | LEXINGTON | MA | 02421 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $10,000 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $20,000 |
| KRIPALU CENTER | |||||||
| PO BOX 309 | STOCKBRIDGE | MA | 01262 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $7,500 |
| LIFE BRIDGE | |||||||
| 56 MARGIN STREET | SALEM | MA | 01970 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $2,000 |
| LOWER CAPE OUTREACH COUNCIL | |||||||
| PO BOX 665 | ORLEANS | MA | 02653 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $5,000 |
| MARBLEHEAD ANIMAL SHELTER | |||||||
| 44 VILLAGE STREET | MARBLEHEAD | MA | 01945 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $1,000 |
| MUSEUM OF SCIENCE | |||||||
| SCIENCE PARK | BOSTON | MA | 02114 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $3,000 |
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||
| 2820 RUNGIUS ROAD | JACKSON | WY | 83002 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $3,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 288 MAIN STREET | LANDER | WY | 82520 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $5,000 |
| NEW JERSEY INSTITUTE OF TECHNOLOGY FUND | |||||||
| UNIVERSITY HEIGHTS | NEWARK | NJ | 071021982 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $5,000 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND AVE | SOUTH HAMILTON | MA | 01982 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $5,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $15,000 |
| TETON RAPTOR CENTER | |||||||
| 700 COYOTE CANYON ROAD | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $5,000 |
| TETON SCIENCE SCHOOL | |||||||
| 700 COYOTE CANYON ROAD | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $30,000 |
| WOLF HAVEN INTERNATIONAL | |||||||
| 3111 OFF UTAH LAKE ROAD SE | TENINO | WA | 98599 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $10,000 |
| WYCLIFFE ASSOCIATION | |||||||
| 11450 TRANSLATION WAY | ORLANDO | FL | 32862 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $5,000 |
| YANKEE GOLDEN RETRIEVER RESCUE | |||||||
| PO BOX 808 | HUDSON | MA | 01749 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $5,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||
| POBOX 872401 | TEMPE | AZ | 852872401 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $3,000 |
| LOS ANGELES POLICE FOUNDATION | |||||||
| 633 WEST 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $2,500 |
| MARBLEHEAD BOOSTER CLUB | |||||||
| PO BOX 244 | MARBLEHEAD | MA | 01945 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $10,000 |
| HEALING ABUSE WORKING FOR CHANGE INC | |||||||
| 27 CONGRESS STREET SUITE 204 | SALEM | MA | 01970 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $1,500 |
| RONALD MCDONALD HOUSE CHARITIES INC | |||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 606731263 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $1,000 |
| ART CENTER COLLEGE OF DESIGN | |||||||
| 17 LIDA STREET | PASADENA | CA | 91103 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $10,000 |
| BRCC FUND | |||||||
| 1144 S 500 W | SALT LAKE CITY | UT | 84101 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $4,500 |
| SHERMAN OAKS NURSERY SCHOOL | |||||||
| 14435 KILLION STREET | SHERMAN OAKS | CA | 91401 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $5,000 |
| COME AND SEE FOUNDATION | |||||||
| 2601 OBERLIN ROAD SUITE 100 | RALEIGH | NC | 27608 | NONE | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $217,500 | 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 | $118,800 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,126,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,244,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,244,919 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | $1,442,098 | ||
| FIXED INCOME | $766,265 | $777,124 | |
| EQUITIES | $3,637,462 | $4,012,334 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILING DIFFERENCES AND ADJUSTMENTS | Desc |
| Amt | $1,295 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA ANNUAL FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHOATE HALL & STEWART FEES | CategoryTxt |
| Amt | $13,659 | Amt |
| Net Investment Income | $13,659 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENTS | $0 | $0 | $0 |
| FOREIGN TAXES | $2,956 | $2,956 | $0 |