THE BIERLY-BOASBERG FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE BIERLY-BOASBERG FOUNDATION (EIN 04-6903459)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202431319349100613
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T07:18:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | 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 | 046903459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bierly Boasberg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 6175722532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Margaret Boasberg | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6175722532 | 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 | Margaret | PersonFirstNm |
| Person Last | Boasberg | 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) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2024-05-09 | 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 | $10,293,574 | 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 | $427,213 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $191,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,173 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $656,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229,270 | 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 | $63,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,006 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,396 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,637 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,744 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,744 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $364,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $225,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,077 | CashBOYAmt |
| Cash EOY | $24,784 | CashEOYAmt |
| Cash EOYFMV | $24,784 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $95,423 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,834 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,178,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,468,718 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,833,730 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $109,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $109,846 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $307,226 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,431,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,731,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,293,574 | 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 | $8,431,435 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,731,182 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,431,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,731,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,431,435 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,731,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,431,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $225,685 | ExcessRevenueOverExpensesAmt |
| Other Increases | $74,062 | OtherIncreasesAmt |
| Subtotal | $8,731,182 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,731,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $210,261 | GrossSalesPriceAmt |
| Cost Or Other Basis | $172,088 | CostOrOtherBasisAmt |
| Gain Or Loss | $38,173 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,173 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,002 | 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 | $2,002 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $271 | 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 |
| Individual With Books | Margaret Boasberg | IndividualWithBooksNm |
| Phone | 6175722532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Christopher Bierly | ||||||||
| 199 Otis Street | Newton | MA | 02465 | Trustee | 1.00 | $0 | $0 | $0 |
| Margaret Boasberg | ||||||||
| 199 Otis Street | Newton | MA | 02465 | Trustee | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 New York Plaza 40th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management Fees | ServiceTypeTxt |
| Compensation | $63,006 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,264,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,643 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,347,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,347,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,207,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $460,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $460,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,264 | TotalTaxAmt |
| Distributable Before Adj | $458,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $458,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $458,117 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $364,381 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $364,381 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $458,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,644 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,886 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $19,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $364,381 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $364,381 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $93,736 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93,736 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,192 | 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 | $11,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $11,192 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christopher Bierly | ContributingManagerNm |
| Contributing Manager | Margaret Boasberg | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Margaret Boasberg | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179653626 | RecipientPhoneNum |
| Form And Info And Materials | Not Applicable | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Not Applicable | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation makes charitable contributions only for charitable, educational, or scientific purposes defined by Sec 501(c)(3) of the Internal Revenue Code. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPCA | ||||||||
| 293 2nd Ave | Waltham | MA | 02451 | n/a | PC | General Support | $2,500 | |
| Bain Capital Children's Charity | ||||||||
| John Hancock Tower 200 Clardendon | Boston | MA | 021165021 | n/a | PC | General Support | $15,000 | Street |
| Beyond Batten Disease Foundation | ||||||||
| 3305 Steck Ave Suite 200 | Austin | TX | 78757 | n/a | PC | General Support | $1,000 | |
| Boston Children's Hospital | ||||||||
| 1295 Boylston Street | Boston | MA | 02215 | n/a | PC | General Support | $5,000 | |
| Boys & Girls Club of Boston | ||||||||
| 200 High Street 3rd Floor | Boston | MA | 02110 | n/a | PC | General Support | $10,000 | |
| Brigham & Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | n/a | PC | General Support | $10,000 | |
| Camp Holiday Trails | ||||||||
| 400 Holiday Trails Lane | Charlottesville | VA | 22903 | n/a | PC | General Support | $10,000 | |
| Carroll Center for the Blind | ||||||||
| 770 Centre Street | Newton | MA | 024582530 | n/a | PC | General Support | $200 | |
| Centre County Sports Hall Of Fame | ||||||||
| PO Box 133 | Lemont | PA | 168510133 | n/a | PC | General Support | $3,000 | |
| Chadtough Defeat DIPG Foundation | ||||||||
| PO Box 907 | Saline | MI | 48176 | n/a | PC | General Support | $3,000 | |
| Comfort Zone Camp | ||||||||
| 6606 West Board Street Suite 401 | Richmond | VA | 23230 | n/a | PC | General Support | $1,200 | |
| Community Foundation for Nantucket | ||||||||
| 9 Bayberry Court | Nantucket | MA | 02554 | n/a | PC | General Support | $5,000 | |
| Courageous Parents Network | ||||||||
| 21 Rochester Road | Newton | MA | 02458 | n/a | PC | General Support | $500 | |
| Cradles to Crayons | ||||||||
| 155 North Beacon Street | Brighton | MA | 02135 | n/a | PC | General Support | $5,000 | |
| Cultural Landscape Foundation | ||||||||
| 1711 Connecticut Ave NW 200 | Washington | DC | 20009 | n/a | PC | General Support | $1,000 | |
| Dana Farber Cancer Institute | ||||||||
| 450 Brookline Avenue BP418 | Boston | MA | 02215 | n/a | PC | General Support | $10,000 | |
| Dian Fossey Gorilla Fund | ||||||||
| 800 Cherokee Ave SE | Atlanta | GA | 30315 | n/a | PC | General Support | $24,961 | |
| Doctors Without Borders | ||||||||
| 333 7th Avenue | New York | NY | 10001 | n/a | PC | General Support | $10,000 | |
| Duke University | ||||||||
| PO Box 90600 | Durham | NC | 27708 | n/a | PC | General Support | $27,486 | |
| Ellis Early Learning | ||||||||
| 58 Berkely Street | Boston | MA | 02116 | n/a | PC | General Support | $597 | |
| Endeavor Global | ||||||||
| 900 Broadway | New York | NY | 10003 | n/a | PC | General Support | $7,500 | |
| Fairwinds | ||||||||
| 20 Vesper Ln L-1 | Nantucket | MA | 02554 | n/a | PC | General Support | $500 | |
| Family Access of Newton | ||||||||
| 492 Waltham Street | Newton | MA | 02465 | n/a | PC | General Support | $500 | |
| Horizons Greater Boston | ||||||||
| 90 Sandy Valley Road | Dedham | MA | 02026 | n/a | PC | General Support | $500 | |
| Mass General Hospital | ||||||||
| 55 Fruit Street | Boston | MA | 02114 | n/a | PC | General Support | $10,000 | |
| McLean Hospital | ||||||||
| 115 Mill Street | Belmont | MA | 02478 | n/a | PC | General Support | $1,000 | |
| Methuen Baseball | ||||||||
| 41 Pleasant St | Methuen | MA | 01844 | n/a | PC | General Support | $100 | |
| Nantucket Antheneum | ||||||||
| 1 India Street | Nantucket | MA | 02554 | n/a | PC | General Support | $250 | |
| Nantucket City Lights | ||||||||
| 199 Otis Street | Newton | MA | 02465 | n/a | PC | General Support | $250 | |
| Nantucket Conservation Foundation | ||||||||
| 118 Cliff Road | Nantucket | MA | 02554 | n/a | PC | General Support | $2,500 | |
| Nantucket Cottage Hospital | ||||||||
| 57 Prospect St Unit 1 | Nantucket | MA | 02554 | n/a | PC | General Support | $5,000 | |
| Nantucket Dreamland Foundation | ||||||||
| PO Box 989 | Nantucket | MA | 02554 | n/a | PC | General Support | $2,500 | |
| Nantucket Historical Association | ||||||||
| PO Box 1016 | Nantucket | MA | 02554 | n/a | PC | General Support | $1,720 | |
| Nantucket Safe Harbor for Animals | ||||||||
| PO Box 2844 | Nantucket | MA | 02584 | n/a | PC | General Support | $5,000 | |
| Nathional Cathedral School | ||||||||
| 3612 Woodley Road | Washington | DC | 20016 | n/a | PC | General Support | $250 | |
| National Brain Tumor Society | ||||||||
| 55 Chapel Street No 200 | Newton | MA | 02458 | n/a | PC | General Support | $100 | |
| National Philanthropic Trust | ||||||||
| 165 Township Line Road Suite 1200 | Jenkintown | PA | 19046 | n/a | PC | General Support | $19,873 | |
| Newton-Wellesley Charity Fund | ||||||||
| 2014 Washington Street | Newton | MA | 02462 | n/a | PC | General Support | $2,500 | |
| On the Isle | ||||||||
| PO Box 756 | Nantucket | MA | 25564 | n/a | PC | General Support | $300 | |
| Pan Mass Challenge | ||||||||
| 77 4th Ave | Needham | MA | 02494 | n/a | PC | General Support | $100 | |
| Partners in Health | ||||||||
| 3rd Floor 888 Commonwealth Ave | Boston | MA | 02215 | n/a | PC | General Support | $30,725 | |
| Project Bread - Walk for Hunger | ||||||||
| 145 Border Street | Boston | MA | 02128 | n/a | PC | General Support | $500 | |
| Save the Children | ||||||||
| 501 Kings Highway E 400 | Fairfield | CT | 06825 | n/a | PC | General Support | $29,602 | |
| Sconset Trust | ||||||||
| PO Box 821 | Siasconset | MA | 02564 | n/a | PC | General Support | $1,000 | |
| St Judes Research Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | n/a | PC | General Support | $1,000 | |
| Stanford GSB | ||||||||
| 655 Knight Way | Stanford | CA | 94305 | n/a | PC | General Support | $500 | |
| Summits Education | ||||||||
| 800 Boylston Street No 300 | Boston | MA | 02199 | n/a | PC | General Support | $1,000 | |
| The Greater Boston Food Bank | ||||||||
| 70 South Bay Ave | Boston | MA | 02118 | n/a | PC | General Support | $10,000 | |
| The Humane Society | ||||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | n/a | PC | General Support | $1,200 | |
| The Kelly S Brush Foundation | ||||||||
| 3 Main Street | Burlington | VT | 05401 | n/a | PC | General Support | $200 | |
| The New Teacher Project | ||||||||
| 500 7th Avenue 8th floor | New York | NY | 10018 | n/a | PC | General Support | $5,000 | |
| Theatre Workshop of Nantucket | ||||||||
| PO Box 1297 | Nantucket | MA | 02554 | n/a | PC | General Support | $2,500 | |
| Thrive Funds | ||||||||
| 199 Otis Street | Newton | MA | 02465 | n/a | PC | General Support | $1,000 | |
| University of Virginia | ||||||||
| 1300 Jefferson Park Ave | Charlottesville | VA | 22903 | n/a | PC | General Support | $5,000 | |
| University of Virginia Fund for the Arts | ||||||||
| 1300 Jefferson Park Ave | Charlottesville | VA | 22903 | n/a | PC | General Support | $2,500 | |
| USA For UNHCR | ||||||||
| 1310 L St NW STE 450 | Washington | DC | 20005 | n/a | PC | General Support | $10,000 | |
| WBUR | ||||||||
| 890 Commonwealth Ave | Boston | MA | 02215 | n/a | PC | General Support | $1,000 | |
| White Heron Theatre Company | ||||||||
| 5 N Water Street | Nantucket | MA | 02554 | n/a | PC | General Support | $52,500 | |
| Wikipedia Wikimedia Foundation | ||||||||
| PO Box 98204 | Washington | DC | 200908204 | n/a | PC | General Support | $30 | |
| Yale Alumni Fund | ||||||||
| 206 Elm Street | New Haven | CT | 06520 | n/a | PC | General Support | $600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,744 | 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 | $191,097 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $229,270 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,270 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Bierly and Margaret Boasberg | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $905,549 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4148 Shares of Ishares Russell Mid-Cap ETF | $303,011 | 2023-01-31 |
| 1 | 68 Shares of Ferrari N V | $18,906 | 2023-04-21 |
| 1 | 317 Shares of LVMN MOET Hennessy Louis Vuitt | $62,691 | 2023-04-21 |
| 1 | 61 Shares of NVIDIA Corporation | $16,543 | 2023-04-21 |
| 1 | 968 Shares of Rolls Royce Holdings PLC | $1,853 | 2023-04-21 |
| 1 | 493 Shares of SPDR S&P 500 ETF Trust | $200,197 | 2023-04-25 |
| 1 | 688 Shares of SPDR S&P 500 ETF Trust | $302,348 | 2023-06-16 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid | FormAndLineReferenceDesc |
| Medium Explanation | Organization: Bierly Boasberg FoundationTIN: 04-6903459Tax Year Ended: December 31, 2023Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 3/21/20232. Description of property: 2,930 Shares of UniCredit SPA- ADR3. Book value: $10,903.40Method for determining book value: Tax Cost4. Fair market value: $27,486.33Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 6/23/20232. Description of property: 110 Shares of LVMN MOET Hennessy Louis Vuitt3. Book value: $8,279.91Method for determining book value: Tax Cost4. Fair market value: $19,873.81Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 6/23/20232. Description of property: 80 Shares of LVMN MOET Hennessy Louis Vuitt3. Book value: $6,021.75Method for determining book value: Tax Cost4. Fair market value: $14,453.68Method for determining fair market value: Stock Market Quote Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 6/23/20232. Description of property: 163 Shares of Total Energies SE Sponsored ADS3. Book value: $5,628.24Method for determining book value: Tax Cost4. Fair market value: $9,235.58Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 6/23/20232. Description of property: 116 Shares of UniCredit SPA- ADR3. Book value: $427.55Method for determining book value: Tax Cost4. Fair market value: $1,271.48Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/11/20232. Description of property: 68 Shares of Ferrari N V3. Book value: $7,274.75Method for determining book value: Tax Cost4. Fair market value: $25,293.28Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/11/20232. Description of property: 20 Shares of Rolls Royce Holdings PLC3. Book value: $18.27Method for determining book value: Tax Cost4. Fair market value: $74.52Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/12/20232. Description of property: 42 Shares of Home Depot Inc3. Book value: $7,674.15Method for determining book value: Tax Cost4. Fair market value: $13,994.40Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/12/20232. Description of property: 17 Shares of NVIDIA Corporation3. Book value: $2,257.41Method for determining book value: Tax Cost4. Fair market value: $8,101.69Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/12/20232. Description of property: 948 Shares of Rolls Royce Holdings PLC3. Book value: $866.09Method for determining book value: Tax Cost4. Fair market value: $3,628.94Method for determining fair market value: Stock Market Quote | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 202 Shares of ALPHABET INC CL A (GOOGL) | $15,245 | $28,217 |
| 202 Shares of JPMORGAN CHASE & CO (JPM) | $15,593 | $34,360 |
| 127 Shares of LVMH MOET HENNESSY LOUIS VUITT (LVMUY) | $10,040 | $20,584 |
| 64 Shares of MICROSOFT CORP (MSFT) | $10,403 | $24,067 |
| 44 Shares of NVIDIA CORPORATION (NVDA) | $6,530 | $21,790 |
| 7880 Shares of ISHARES BARCLAYS 1-3 YR TSY BD (SHY) | $678,767 | $646,475 |
| 2481 Shares of ISHARES CORE S&P 500 ETF (IVV) | $814,602 | $1,185,000 |
| 14705 Shares of ISHARES MSCI EAFE ETF (EFA) | $1,168,753 | $1,108,022 |
| 5665 Shares of ISHARES MSCI EMERGING MKTS ETF (EEM) | $305,984 | $227,790 |
| 2077 Shares of ISHARES RUSSELL 2000 GRWTH ETF (IWO) | $606,145 | $523,861 |
| 3157 Shares of ISHARES RUSSELL 2000 VALUE ETF (IWN) | $503,894 | $490,377 |
| 8060 Shares of ISHARES RUSSELL MID-CAP ETF (IWR) | $285,857 | $626,504 |
| 5427 Shares of ISHARES RUSSELL MIDCAP G ETF (IWP) | $565,956 | $566,904 |
| 4299 Shares of ISHARES RUSSELL MIDCAP V ETF (IWS) | $475,553 | $499,931 |
| 16332 Shares of ISHARES S&P 500 GRWTH ETF (IVW) | $1,132,392 | $1,226,533 |
| 7320 Shares of ISHARES S&P 500 VAL ETF (IVE) | $1,047,695 | $1,272,875 |
| 4192 Shares of PIMCO ENHANCED SHRT MTRT EXC (MINT) | $425,052 | $418,320 |
| 1919 Shares of SPDR S&P 500 ETF TRUST (SPY) | $400,257 | $912,120 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1645 Shares of FIDELITY 500 INDEX FUND (FXAIX) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $109,846 | BookValueAmt |
| EOYFMV | $307,226 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $15 | $15 | $0 |
| Filing Fees | $250 | $0 | $250 |
| Miscellaneous Expense | $2,387 | $0 | $2,387 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains on Donated Securities | Desc |
| Amt | $74,062 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $63,006 | Amt |
| Net Investment Income | $63,006 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $3,396 | Amt |
| Net Investment Income | $3,396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |