BOLDUC SCHUSTER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BOLDUC SCHUSTER FAMILY FOUNDATION (EIN 87-4061521)
Tax period: 2023-05-01 to 2024-04-30
Filed: 2024-08-26
IRS object ID: 202402399349100305
Schema version: 2023v5.1
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 Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-26T08:50:31-05:00	ReturnTs
Tax Period End	2024-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	060312590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CUMMINGS & LOCKWOOD LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 ISHAM 400	AddressLine1Txt
City	W HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06107	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-05-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	874061521	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BOLDUC SCHUSTER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BOLD	BusinessNameControlTxt
Phone	8603134900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CUMMINGS LOCKWOOD 75 ISHAM RD	AddressLine1Txt
City	WEST HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06107	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT L BOLDUC	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8603134900	PhoneNum
Signature	2024-08-26	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALISON A SANKNER	PreparerPersonNm
PTIN	P01608435	PTIN
Phone	8603134900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$13,229,461	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	$12,146	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3,221	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,221	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$461,827	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$461,827	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$56,219	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,464,207	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$56,219	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$533,413	TotalRevAndExpnssAmt
Total Net Invst Incm	$521,267	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$12,146	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$12,146	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$79,893	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$79,893	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$6,445	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,597	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$125	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$125	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$98,609	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$93,761	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,729,750	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,729,750	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,828,359	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$93,761	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,729,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,294,946	ExcessRevenueOverExpensesAmt
Net Investment Income	$427,506	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,389,726	CashBOYAmt
Cash EOY	$1,094,726	CashEOYAmt
Cash EOYFMV	$1,094,726	CashEOYFMVAmt
Other Investments BOY	$9,692,830	OtherInvestmentsBOYAmt
Other Investments EOY	$11,627,103	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$12,134,735	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$14,082,556	TotalAssetsBOYAmt
Total Assets EOY	$12,721,829	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,229,461	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	$14,082,556	RetainedEarningBOYAmt
Retained Earning EOY	$12,721,829	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$14,082,556	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$12,721,829	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$14,082,556	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$12,721,829	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$14,082,556	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,294,946	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$12,787,610	SubtotalAmt
Other Decreases	$65,781	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$12,721,829	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THRU ROCKEFELLER CAPITAL MANAGEMENT #2080	P	$1,539,568	$1,539,827	-$259	-$259
THRU ROCKEFELLER CAPITAL MANAGEMENT #2246	P	$690,248	$658,405	$31,843	$31,843
THRU ROCKEFELLER CAPITAL MANAGEMENT #2247	P	$189,588	$180,934	$8,654	$8,654
THRU ROCKEFELLER CAPITAL MANAGEMENT #2248	P	$24,433	$18,789	$5,644	$5,644
THRU ROCKEFELLER CAPITAL MANAGEMENT #5977	P	$2,836	$2,910	-$74	-$74
THRU ROCKEFELLER CAPITAL MANAGEMENT #5978	P	$6,852	$7,123	-$271	-$271
CAPITAL GAINS DIVIDENDS	P	$10,682		$10,682	$10,682

Field	Value	IRS element (for citing)
Capital Gain Net Income	$56,219	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,942	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,942	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,942	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,924	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	$2,924	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$3,018	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	0	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	CUMMINGS LOCKWOOD LLC	IndividualWithBooksNm
Phone	8603134900	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 ISHAM RD STE 400	AddressLine1Txt
City	WEST HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06107	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
ROBERT L BOLDUC
49 WOODSLEY ROAD	LONGMEADOW	MA	01106	TRUSTEE	1.00	$0	$0	$0
ROBERTA B BOLDUC
49 WOODSLEY ROAD	LONGMEADOW	MA	01106	TRUSTEE	1.00	$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	$9,974,386	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,661,564	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$13,635,950	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$13,635,950	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$204,539	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$13,431,411	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$671,571	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$671,571	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,942	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,942	TotalTaxAmt
Distributable Before Adj	$665,629	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$665,629	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$665,629	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,729,750	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,729,750	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$665,629	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$130,107	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$130,107	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,729,750	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$665,629	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,064,121	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,194,228	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	$1,194,228	ExcessDistriCyovToNextYrAmt
Excess From Year1	$130,107	ExcessFromYear1Amt
Excess From Current Year	$1,064,121	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN INTERNATIONAL COLLEGE
1000 STATE STREET	SPRINGFIELD	MA	01109	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$15,000
BAPTIST HEALTH
9601 BAPTIST HEALTH DR	LITTLE ROCK	AR	72205	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$5,000
BAY PATH UNIVERSITY
588 LONGMEADOW ST	LONGMEADOW	MA	01106	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$30,000
BAYSTATE HEALTH INC
759 CHESTNUT ST	SPRINGFIELD	MA	01199	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$320,000
COLLEGE OF OUR LADY OF THE ELMS
291 SPRINGFIELD ST	CHICOPEE	MA	01013	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$150,000
CRIMINAL JUSTICE ORG OF HAMPDEN COUNTY
627 RANDALL RD	LUDLOW	MA	01056	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$13,000
DANA FARBER CANCER INSTITUTE INC PAN MASS CHALLENGE
450 BROOKLINE AVE	BOSTON	MA	02215	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$1,000
GIRLS INC
120 WALL ST 18 FLOOR	NEW YORK	NY	10005	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$25,000
HOLYOKE COMMUNITY COLLEGE (HOLPHE) FOUNDATION
303 HOMESTEAD AVE	HOLYOKE	MA	01040	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$15,000
HOPE FOR YOUTH AND FAMILIES INC
49 WOOLSLEY RD	LONGMEADOW	MA	01106	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$1,100,000
MERCY MEDICAL CENTER
701 10TH ST SE	CEDAR RAPIDS	IA	52403	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$8,000
SACRED HEART PARISH
12 NORTH SQ	BOSTON	MA	02113	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$10,000
SOMALI BANTU COMMUNITY OF SPRINGFIELD INC
PO BOX 80151	SPRINGFIELD	MA	01138	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$2,500
SPRINGFIELD CHAMBER PLAYERS INC (FORMERLY MOSSO)
70 WASHINGTON AVE	WALTHAM	MA	02453	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$20,000
SPRINGFIELD MUSEUMS
21 EDWARDS ST	SPRINGFIELD	MA	01103	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$1,250
SPRINGFIELD TECHNICAL COMMUNITY COLLEGE FOUNDATION INC
1 ARMORY SQ	SPRINGFIELD	MA	01105	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$2,500
ST JAMES MAJOR ROMAN CATHOLIC CHURCH
3736 GENTILLY BLVD	NEW ORLEANS	LA	70122	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$1,000
THE UNIVERSITY OF CONNECTICUT FOUNDATION INC
2390 ALUMMI DR	STORRS	CT	06268	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$10,000
WESTERN MASSACHUSETTS COUNCIL BOYSCOUTS
1 ARCH ROAD STE 5	WESTFIELD	MA	01085	NONE	PUBLIC	CURRENT USE FOR GENERAL CHARITABLE PURPOSES	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,729,750	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,221	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$461,827	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$56,219	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$521,267	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$521,267	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 Person	ROBERT L AND ROBERTA B BOLDUC	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	49 WOODSLEY ROAD	AddressLine1Txt
City	LONGMEADOW	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01106	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$12,146	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
THRU ROCKEFELLER CAPITAL MANAGEMENT	AT COST	$10,366,937	$12,134,735
ADJUSTMENT TO ROCKEFELLER #002080 FOR "OTHER HOLDINGS"	AT COST	$1,260,166	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	CUMMINGS & LOCKWOOD LLC	CategoryTxt
Legal Fees	$12,146	LegalFeesAmt
Net Investment Income	$12,146	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT TO BALANCE	Desc
Amt	$65,781	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MA FORM PC FILING FEE	Desc
Revenue And Expenses Per Books	$125	RevenueAndExpensesPerBooksAmt
Net Investment Income	$125	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	THRU ROCKEFELLER CAPITAL MANAGEMENT	CategoryTxt
Amt	$79,893	Amt
Net Investment Income	$79,893	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$1,597	$1,597	$0
EXCISE TAX DUE ON 2022 FORM 990PF	$1,924	$0	$0
ESTIMATED TAX PAID ON 2023 FORM 990PF	$2,924	$0	$0