GEORGE B HENDERSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B HENDERSON FOUNDATION (EIN 04-6089310)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-10
- IRS object ID
- 202501309349100010
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-10T10:01:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046089310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B HENDERSON FOUNDATION JH5090 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 6175236800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS ST STE 832 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021094017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K HERBERT III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175236800 | PhoneNum |
| Signature | 2025-05-06 | 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 | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,297,461 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $198,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $537,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $537,986 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $736,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $736,655 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,699 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,829 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,870 | 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 | $26,533 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,533 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,461 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,461 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,682 | 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 | $732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $662 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,473 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $518,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $457,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $680,021 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,964 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $2,060,292 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,412,532 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,375,265 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,482,587 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,334,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,832,232 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,629,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,836,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,297,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,629,078 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,836,954 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,629,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,836,954 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,629,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,836,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,629,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218,087 | ExcessRevenueOverExpensesAmt |
| Other Increases | $288 | OtherIncreasesAmt |
| Subtotal | $5,847,453 | SubtotalAmt |
| Other Decreases | $10,499 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,836,954 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 250. ALPHABET INC CL C | 2014-09-24 | 2024-01-25 | $38,252 | $7,303 | $30,949 | $30,949 |
| 150. APPLE INC | 2011-04-15 | 2024-01-25 | $29,085 | $1,767 | $27,318 | $27,318 |
| 750. EXXON MOBIL CORP | 1978-02-22 | 2024-01-25 | $75,952 | $2,130 | $73,822 | $73,822 |
| 570. FISERV INC | 2010-07-15 | 2024-01-25 | $79,742 | $6,675 | $73,067 | $73,067 |
| 2000. INTEL CORP | 1993-09-29 | 2024-01-25 | $98,159 | $9,250 | $88,909 | $88,909 |
| 90. MASTERCARD INC CL A | 2015-06-04 | 2024-01-25 | $39,247 | $8,415 | $30,832 | $30,832 |
| 2600. PHREESIA INC | 2020-10-22 | 2024-01-25 | $65,000 | $98,302 | -$33,302 | -$33,302 |
| 210000. U.S. TREASURY NOTES 2.750% 2/15/24 | 2022-04-20 | 2024-02-15 | $210,000 | $209,969 | $31 | $31 |
| 800. DISNEY WALT CO NEW | 2019-03-28 | 2024-05-01 | $88,379 | $88,613 | -$234 | -$234 |
| . NOVO NORDISK AS SPONS ADR | 2024-07-09 | $646 | $646 | $646 | ||
| 350. ALPHABET INC CL C | 2014-09-24 | 2024-10-16 | $58,224 | $10,224 | $48,000 | $48,000 |
| 200. APPLE INC | 2011-04-15 | 2024-10-16 | $46,309 | $2,356 | $43,953 | $43,953 |
| 600. FISERV INC | 2010-07-15 | 2024-10-16 | $118,317 | $7,026 | $111,291 | $111,291 |
| 450. NOVO NORDISK AS SPONS ADR | 2015-01-29 | 2024-10-16 | $53,042 | $10,339 | $42,703 | $42,703 |
| . JP MORGAN CHASE & CO | 2024-11-13 | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $537,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,452 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,452 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,508 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,508 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,944 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Website Address | WWW.THEHENDERSONFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLS & PRATT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175236800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN K HERBERT III | ||||||
| 50 CONGRESS STREET SUITE 832 | BOSTON | MA | 02109 | TRUSTEE | 2 | $19,617 |
| THOMAS E BATOR | ||||||
| 50 CONGRESS STREET SUITE 832 | BOSTON | MA | 02109 | TRUSTEE | 2 | $19,617 |
| ERIC U HENDERSON | ||||||
| 13 KINNAIRD STREET | CAMBRIDGE | MA | 02139 | TRUSTEE | 2 | $9,730 |
| BARCLAY C S HENDERSON | ||||||
| 6 HUBBARD PARK ROAD | CAMBRIDGE | MA | 02138 | TRUSTEE | 2 | $9,735 |
| 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 | $10,034,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $279,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,314,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,314,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,711 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,159,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $507,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $507,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,452 | TotalTaxAmt |
| Distributable Before Adj | $498,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $498,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $498,516 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $457,509 | 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 | $457,509 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $498,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $452,082 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $457,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $452,082 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,427 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $493,089 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GIOIA PERUGINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES 75 STATE STR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | FOUNDATION'S STANDARD GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE SOLELY FOR THE ENHANCEMENT OF THE PHYSICAL APPEARANCE OF THE CITY OF BOSTON. NO GRANTS ARE MADE TO INDIVIDUALS, ENDOWNMENT FUNDS OR FOR OPERATING EXPENSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Greenwood Memorial United Methodist Chur | |||||||
| 378A - 380 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $12,000 |
| Nuestra Comunidad Development Corporatio | |||||||
| PO BOX 190939 | Roxbury | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $11,789 |
| FRIENDS OF MEMORIAL HALL | |||||||
| 14 GREEN STREET | CHARLESTOWN | MA | 02129 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $22,107 |
| OLD NORTH FOUNDATION OF BOSTON INC | |||||||
| 193 SALEM STREET | BOSTON | MA | 02113 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $22,000 |
| ELIOT CONGREGATIONAL CHURCH OF ROXBURY | |||||||
| 56 DALE STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $40,000 |
| SUBSTATION COMMUNITY SUPPORTERS INC | |||||||
| 4228 WASHINGTON STREET | ROSINDALE | MA | 02131 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $14,640 |
| VILNA SHUL BOSTON CENTER FOR JEWISH CULT | |||||||
| 18 PHILLIPS STREE | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $25,000 |
| BOSTON GREEN ACADEMY FOUNDATION INC | |||||||
| 20 WARREN STREET | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $50,000 |
| CHURCH OF ST AUGUSTINE AND ST MARTIN | |||||||
| 31 LENOX STREE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $40,000 |
| 2Life Communities Inc | |||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $30,000 |
| EPISCOPAL DIOCESE OF MASSACHUSETTS | |||||||
| 138 TREMONT STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $24,000 |
| CHINESE ECONOMIC DEVELOPMENT COUNCIL INC | |||||||
| 65 HARRISON AVENUE 7TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $40,000 |
| EMERALD NECKLACE CONSERVANCY INC | |||||||
| 350 JAMAICAWAY | BOSTON | MA | 02130 | NON | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $27,500 |
| OUR SAVIOURS LUTHERAN CHURCH | |||||||
| 28 PARIS STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $26,000 |
| RUGGLES STREET BAPTIST CHURCH | |||||||
| 874 BEACON STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,036 | 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 | $198,669 | 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 | $537,986 | 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 | $736,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $736,655 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,461 | Amt |
| Net Investment Income | $1,461 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $96,407 | $438,780 |
| DISNEY WATTCO | ||
| TJX COS INC | $43,420 | $144,972 |
| COSTCO WHOLESALE CORP NEW | $147,442 | $366,508 |
| MCCORMICK &CO INC | $104,743 | $99,112 |
| PEPSICO INC | $104,161 | $311,723 |
| PROCTER & GARRBLE CO | $121,778 | $368,830 |
| EXXON MOBIL CO | $5,822 | $220,519 |
| WOODSIDE ENERGY GROUP LTD SPON | $46,178 | $32,760 |
| CHUBB LTD | $70,386 | $131,243 |
| MASTERCARD INC CL A | $104,190 | $589,758 |
| ALCON INC | $71,952 | $110,357 |
| IQVIA HOLDINGS INC | $137,357 | $157,208 |
| JOHNSON & JOHNSON | $162,433 | $376,012 |
| MEDTRONIC PLC | $221,510 | $239,640 |
| MERCK & CO INC | $201,962 | $278,544 |
| NOVO NORDISK AS SPONS ADA | $80,793 | $305,371 |
| EMERSON ELEC CO | ||
| GLOBAL PAYMENTS INC | $238,212 | $151,281 |
| RENTOKIL LNC | $194,479 | $165,973 |
| ACCENTURE | $88,348 | $193,485 |
| APPLE INC | $27,689 | $588,487 |
| ASPEN TECHNOLOGY INC | $24,844 | $33,950 |
| CISCO SYSTEMS INC | $88,613 | $236,800 |
| FISERV INC | $33,959 | $595,718 |
| INTEL CORP | $18,500 | $80,200 |
| MICROSOFT CORP | $47,948 | $84,300 |
| PHREESIA INC | ||
| QUALCOMM INC | $176,123 | $184,344 |
| AIR PRODUCTS & CHEMICALS INC | $138,592 | $188,526 |
| ALPHABET INC | $76,626 | $571,320 |
| VERIZON COMMUNICATIONS | $185,884 | $139,965 |
| KINDER MORGAN INC | $160,125 | $342,500 |
| THERMO FISHER SCIENTIFIC INC | $113,982 | $104,046 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,412,532 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,375,265 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Legal Fees | $26,533 | LegalFeesAmt |
| Disbursements Charitable Prps | $26,533 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| KINDER MORGAN ROC ADJUSTMENT | $9,711 |
| FED HERMES TRE POSTED IN 25 TAXED IN 24 | $333 |
| 2024 PURCHASED ACCRUED INT PAID | $452 |
| ROUNDING ADJUSTMENT | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $662 | $662 | $0 |
| MA PC FILING FEE | $70 | $0 | $70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED HERMES TRE POSTED IN 24 TAXED IN 23 | Desc |
| Amt | $288 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $4,425 | $0 | $0 |
| FOREIGN TAXES PAID | $1,682 | $1,682 | $0 |