WANG FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-25
- IRS object ID
- 202402699349101505
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-25T19:01:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208251930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TAX RESOURCES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 GREENWICH AVENUE | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | 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 | 222858458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WANG FOUNDATION CO MARY KATHLEEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WANG | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2024-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL FRADIN CPA | PreparerPersonNm |
| PTIN | P00001674 | PTIN |
| Phone | 4017398400 | PhoneNum |
| Preparation | 2024-09-25 | PreparationDt |
| 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 | $1,889,606 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $48,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $245,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $734,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $245,406 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $294,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,227 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,120 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,560 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,560 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $15,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $543 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $56 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $53,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $361,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,068 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $236,010 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $332,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,289 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $741,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $639,526 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,557,317 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $22,500 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,000,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $971,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,889,606 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000,440 | CapitalStockBOYAmt |
| Capital Stock EOY | $971,815 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,000,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $971,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,000,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $971,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,000,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $97,693 | OtherIncreasesAmt |
| Subtotal | $1,030,734 | SubtotalAmt |
| Other Decreases | $58,919 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $971,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 900. AT&T INC | 2020-08-06 | 2023-08-11 | $12,726 | $20,608 | -$7,882 | -$7,882 |
| 100. AUTOMATIC DATA PROCESSING INC | 1998-12-31 | 2023-08-11 | $25,181 | $1,843 | $23,338 | $23,338 |
| 550. CISCO SYSTEMS INC | 2002-08-19 | 2023-08-11 | $29,607 | $8,256 | $21,351 | $21,351 |
| 300. COCA COLA CO | 2003-02-18 | 2023-08-11 | $18,285 | $6,198 | $12,087 | $12,087 |
| 200. FASTENAL CO | 2018-08-20 | 2023-08-11 | $11,412 | $6,062 | $5,350 | $5,350 |
| 400. INTEL CORP | 1999-07-02 | 2023-08-11 | $13,876 | $11,669 | $2,207 | $2,207 |
| 165. JOHNSON & JOHNSON | 1998-12-31 | 2023-08-11 | $28,573 | $4,210 | $24,363 | $24,363 |
| 50. MASTERCARD INC CL A | 2015-08-11 | 2023-08-11 | $19,789 | $4,863 | $14,926 | $14,926 |
| 425. MERCK & CO INC | 1998-12-31 | 2023-08-11 | $45,410 | $15,598 | $29,812 | $29,812 |
| 175. MICROSOFT CORP | 2001-01-10 | 2023-08-11 | $56,241 | $4,645 | $51,596 | $51,596 |
| 150. PEPSICO INC | 2008-04-14 | 2023-08-11 | $27,576 | $10,693 | $16,883 | $16,883 |
| 190. PROCTER & GAMBLE CO | 1998-12-31 | 2023-08-11 | $29,860 | $5,028 | $24,832 | $24,832 |
| 200. SOUTHERN COMPANY | 2003-08-12 | 2023-08-11 | $13,871 | $5,638 | $8,233 | $8,233 |
| 500. UNILEVER PLC SPONS ADR | 2008-11-24 | 2023-08-11 | $25,925 | $11,309 | $14,616 | $14,616 |
| 500. VANGUARD FTSE EMERGING MARKETS ETF | 2017-11-17 | 2023-08-11 | $20,440 | $22,500 | -$2,060 | -$2,060 |
| 40. ACCENTURE PLC CL A | 2018-08-20 | 2023-08-11 | $12,358 | $6,604 | $5,754 | $5,754 |
| 150000. U.S. TREASURY BILLS 12/28/23 | 2023-08-14 | 2023-12-14 | $147,058 | $147,058 | ||
| 200000. U.S. TREASURY BILLS 12/28/23 | 2023-08-14 | 2023-12-20 | $196,078 | $196,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $245,406 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,573 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,573 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,653 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,773 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $200 | OverpaymentAmt |
| Applied To ES Tax | $200 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FREDERICK A WANG | ||||||
| 118 HUNTINGTON AVENUE APT601 | BOSTON | MA | 02116 | TRUSTEE | 4 | $20,000 |
| COURTNEY S WANG | ||||||
| 14114 DALLAS PARKWAY SUITE 300 | DALLAS | TX | 75240 | TRUSTEE | 1 | $0 |
| MARY KATHLEEN O'CONNELL ESQ | ||||||
| GOODWIN PROCTER LLP 100 NORTHERN A | BOSTON | MA | 02210 | TRUSTEE | 2 | $17,120 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,703,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,842,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,842,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,814,592 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,573 | TotalTaxAmt |
| Distributable Before Adj | $87,157 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,157 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,157 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $326,410 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $275,999 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $258,508 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $310,515 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $268,072 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,258,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $326,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $239,253 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,497,493 | 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 | $275,999 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,221,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $258,508 | ExcessFromYear4Amt |
| Excess From Year3 | $310,515 | ExcessFromYear3Amt |
| Excess From Year2 | $268,072 | ExcessFromYear2Amt |
| Excess From Year1 | $145,146 | ExcessFromYear1Amt |
| Excess From Current Year | $239,253 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 80 GEORGE STREET SUITE 300-2 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | LACROSSE PROGRAM | $20,000 | |
| YMCA Boston | ||||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | SPARK GALA 2023 | $10,000 | |
| YMCA of Chinatown | ||||||||
| 8 OAK STREET W | Boston | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| Birches School | ||||||||
| PO BOX 237 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $15,000 | |
| The Hockaday School | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| Beth Israel Deaconess Medical Center | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 | |
| BROWN UNIVERSITY | ||||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| Brown University - FA WANG | ||||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | STUDENT SCHOLARSHIPS | $10,000 | |
| Brown University - Schoool Of Public Hea | ||||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | SCHOOL OF PUBLIC HEALTH- | $1,000 | |
| Children's Hospital - Boston | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $1,000 | |
| Colorado College | ||||||||
| 14 E CACHE LA POUDRE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | TIGER PRIDE FUND | $1,000 | |
| Environmental League Of Massachusetts | ||||||||
| 14 BEACON ST SUITE 714 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $2,000 | |
| Give The Kids The World Foundation | ||||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $1,000 | |
| Good Shephard Community Care | ||||||||
| 90 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $250 | |
| MAKE A WISH FOUNDATION-MA AND RI | ||||||||
| 133 FEDERAL STREET 2ND FLOOR | Boston | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Massachusetts Audubon Society | ||||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $1,000 | |
| Mount Holyoke College | ||||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Rosie's Place | ||||||||
| 889 HARRISON AVENUE | Boston | MA | 02118 | NONE | PUBLIC CHARITY | GE | $1,000 | |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $5,000 | FA WANG SCHOLARSHIP FUND |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR | $100 | |
| Shady Hill School | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $7,500 | |
| The YMCA Of Greater Boston | ||||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $12,000 | |
| WGBH | ||||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $3,000 | |
| Beth Israel Deaconess Medical Center | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN FUND | $25,000 | |
| Shady Hill School | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $25,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 80 GEORGE STREET SUITE 300-2 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | SCHOOL OF ARTS AND SCIENCES | $50,000 | |
| Boch Center | ||||||||
| 111 PINE STREET | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| TRUSTEES OF TUFTS UNIVERSITY | ||||||||
| 80 GEORGE STREET SUITE 300-2 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | CAPITAL GIFT | $50,000 | |
| YMCA of Metropolitan Dallas | ||||||||
| 146 TOWN CENTER BLVD | Coppell | TX | 75019 | NONE | PUBLIC CHARITY | PRESCHOOL AT THE NEW PARK | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $245,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $294,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,170 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 160 SHS ACCENTURE PLC CL A | $26,415 | $56,146 |
| 75 SHS AIR PRODUCTS & CHEMICAL | $20,807 | $20,535 |
| 500 SHS ALCON INC | $22,964 | $39,060 |
| 280 ALPHABE INC CL C | $16,843 | $39,460 |
| 160 SHS AMAZON.COM INC | $15,020 | $24,310 |
| 900 SHS AT&T | ||
| 300 SHS BHP GROUP LTD SPONS | $23,261 | $20,493 |
| 200 SHS DISNEY WALT CO | $29,422 | $18,058 |
| 400 SHS AUTOMATIC DATA PROCESS | $7,373 | $93,188 |
| 600 SHS CVS HEALTH CORP | $40,932 | $47,376 |
| 125 SHS ECOLAB INC | $24,149 | $24,794 |
| 1000 SHS FASTENAL CO | $30,310 | $64,770 |
| 635 SHS JOHNSON & JOHNSON | $16,203 | $99,530 |
| 2500 SHS KINDER MORGAN | $46,022 | $44,100 |
| 200 SHS MASTERCARD INC | $24,313 | $106,628 |
| 1075 SHS MERCK & CO | $39,455 | $117,197 |
| 400 SHS NOVARTIS AG SPONS | $17,280 | $40,388 |
| 610 SHS PROCTER & GAMBLE | $16,143 | $89,389 |
| 850 SHS CISCO SYSTEMS INC | $12,759 | $42,942 |
| 400 SHS INTEL CORP | $11,669 | $20,100 |
| 75 SHS INTIUT | $23,137 | $46,877 |
| 550 SHS MICROSOFT | $14,600 | $206,822 |
| 1200 SHS COCA COLA | $24,792 | $70,716 |
| 600 SHS SOUTHERN CO | $16,913 | $42,072 |
| 500 SHS UNILEVER PLC SPONSORED | ||
| 450 SHS PEPSICO INC | $32,078 | $76,428 |
| 1200 SHS VERIZON COMM | $38,976 | $45,240 |
| 200 SHS QUALCOMM INC | $14,394 | $28,926 |
| 217 SHS WARNER BROS DISCOVERY | $6,434 | $2,469 |
| 108 SHS WOODSIDE ENERGY GROUP | $2,317 | $2,278 |
| 80 SANDOZ GROUP AG SPONSORED A | $973 | $2,561 |
| 25 THERMO FISHER SCIENTIFIC IN | $13,665 | $13,270 |
| 34 WATERS CORP | $9,907 | $11,194 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER, LLP | CategoryTxt |
| Legal Fees | $15,000 | LegalFeesAmt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 500 SHS VANGUARD FTSE EMERGING | Desc |
| BOY Book Value | $22,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| KINDER MORGAN ROC ADJUSTMENT | $2,756 |
| FED HERMES POSTED IN 2023 TAXED IN 2022 | $563 |
| ADJ - 2022 CONTR IN BOOK VALUE | $55,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FILING FEE | $35 | $35 | $0 |
| ADR FEE | $21 | $21 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FED HERMES POSTED IN 2024 TAXED 23 | $300 |
| ADJ - 2023 CONTRI NOT IN BOOK | $94,800 |
| EXCISE TAX REFUND | $2,593 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NICHOLS & PRATT ADVISERS LLP | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $531 | $531 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3 | $3 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $9 | $9 | $0 |