FLATLEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FLATLEY FOUNDATION (EIN 04-2763837)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349103230
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:27:56-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263667851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLATLEY MANAGEMENT COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRAINTREE HILL OFFICE PARK STE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | 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 | 042763837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FLATLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLAT | BusinessNameControlTxt |
| Phone | 7818495100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRAINTREE HILL OFFICE PK 300 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021848754 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL T FLATLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7818495100 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| 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 | FLATLEY MANAGEMENT COMPANY | PreparerPersonNm |
| PTIN | P02526279 | PTIN |
| Phone | 7818494404 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $758,910,051 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,668,601 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,728,636 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,592,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $532,343,842 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $887,205 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $886,138 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,148,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,614,774 | 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 | $19,966 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,966 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $248,148 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $246,948 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,771,376 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,611,330 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $160,046 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $257,679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $97,679 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,021 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,479 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,345,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,715,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $457,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,618,882 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,618,882 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,964,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,715,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,076,321 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,815,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,899,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,901,806 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,946,975 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,946,975 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $47,983 | AcctRcvblAmt |
| Acct Rcvbl EOY | $47,983 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $47,983 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $86,901,041 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $60,160,442 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $60,450,816 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $270,323,390 | CorporateStockBOYAmt |
| Corporate Stock EOY | $248,227,551 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $303,654,021 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $64,962,438 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $72,678,216 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $65,340,426 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $197,280,060 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $243,855,245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $295,469,830 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $365,075 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $680,733,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $658,916,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $758,910,051 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,434 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $33,548 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $35,434 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,548 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $137,499,715 | CapitalStockBOYAmt |
| Capital Stock EOY | $137,499,715 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $543,198,661 | RetainedEarningBOYAmt |
| Retained Earning EOY | $521,383,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $680,698,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $658,882,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $680,733,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $658,916,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $680,698,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,815,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $658,882,864 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $658,882,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $532,180,584 | $542,562,427 | -$10,381,843 | -$10,381,843 |
| CLOUGH HEALTHCARE REDEMPTION | P | $84,308 | $495,764 | -$411,456 | -$411,456 |
| LONESTAR/UNG K-1S | P | $441,725 | -$441,725 | -$441,725 | |
| LITIGATION SETTLEMENTS | P | $3,878 | $3,878 | $3,878 | |
| LONG TERM CAPITAL GAIN DIST | P | $75,072 | $75,072 | $75,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,156,074 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $193,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $193,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $193,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $285,738 | 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 | $285,738 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $92,532 | OverpaymentAmt |
| Applied To ES Tax | $92,532 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | THE FLATLEY FOUNDATION | IndividualWithBooksNm |
| Phone | 7818495100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE FLATLEY COMPANY BRAINTREE MA | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021848754 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J FLATLEY | ||||||||
| 45 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| DANIEL T FLATLEY | ||||||||
| 45 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| MARY MARGARET DARLING | ||||||||
| 45 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | TRUSTEE | 20.00 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLOUGH CAPITAL PARTNERS LP | |||||
| 53 STATE ST | BOSTON | MA | 02110 | INVESTMENT MGMT SVC | $1,430,819 |
| FMC LLC | |||||
| 45 BRAINTREE HILL OFFICE PARK | BRAINTREE | MA | 02184 | INVESTMENT/ACCT/TAX | $1,146,998 |
| ANDERSEN | |||||
| 125 HIGH ST | BOSTON | MA | 02110 | INVESTMENT/TAX | $223,930 |
| PARAMETRIC | |||||
| ONE POST OFFICE SQUARE | BOSTON | MA | 02109 | INVESTMENT MGMT SVC | $57,731 |
| ELMORE PATENT LAW GROUP | |||||
| 484 GROTON RD | WESTFORD | MA | 01886 | LEGAL | $19,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FLATLEY DISCOVERY LAB IS A BRANCH OF THE FLATLEY FOUNDATION, CREATED TO CARRY OUT CHARITABLE ACTIVITIES OF THE FLATLEY FOUNDATION. THE FLATLEY DISCOVERY LAB CONDUCTS IN-HOUSE RESEARCH FOR THE PURPOSE OF DISCOVERING A CURE FOR CYSTIC FIBROSIS. | Description1Txt |
| Expenses1 | $8,665 | Expenses1Amt |
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 | $668,600,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,422,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $206,529 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $716,229,333 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $716,229,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,743,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $705,485,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,274,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,274,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $193,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $193,206 | TotalTaxAmt |
| Distributable Before Adj | $35,081,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,081,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,081,089 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,076,321 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,076,321 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,081,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,887,468 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,076,321 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,887,468 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,188,853 | 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 | $32,892,236 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF NOTRE DAME | |||||||||||
| 180 MIDDLESEX ROAD | TYNGSBORO | MA | 01879 | N/A | PC | SCHOLARSHIPS | $100,000 | ||||
| ACEING AUTISM INC | |||||||||||
| 2001 S BARRINGTON AVE | LOS ANGELES | CA | 90025 | N/A | PC | UNRESTRICTED | $1,000,000 | ||||
| AMERICARES INC | |||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | U.S. & EL SALVADOR CLINICS | $1,000,000 | ||||
| ARC OF THE SOUTH SHORE | |||||||||||
| 20 POND PARK ROAD | HINGHAM | MA | 02043 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| ARCHDIOCESE OF BOSTON | |||||||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | CATHOLIC COMMUNITY FUNDPASTORAL SUPPORT | $5,000,000 | ||||
| ARCHDIOCESE OF BOSTON | |||||||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | REGINA CLERI RETIREMENT FUND | $15,000 | ||||
| BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY | |||||||||||
| 41 BERKELEY ST | BOSTON | MA | 02116 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | CHAPLAIN POSITION | $65,000 | ||||
| BETHANY HEALTH CARE CENTER | |||||||||||
| 97 BETHANY RD | FRAMINGHAM | MA | 01702 | N/A | PC | RENOVATIONSRENOVATIONS | $180,000 | ||||
| BISHOP FENWICK HIGH SCHOOL | |||||||||||
| 99 MARGIN ST | PEABODY | MA | 01960 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| BLUEPATH SERVICE DOGS INC | |||||||||||
| 8 COUNTRY CLUB RD | HOPEWELL JUNCTION | NY | 12533 | N/A | PC | UNRESTRICTED | $10,000 | ||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | SCHOLARSHIP SUPPORT | $300,000 | ||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | URBAN CATHOLIC TEACHERS CORP | $50,000 | ||||
| BOSTON GLOBE FOUNDATION | |||||||||||
| 1 EXCHANGE PLACE | BOSTON | MA | 02109 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | |||||||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED | $110,000 | ||||
| BOSTON HIGASHI SCHOOL INC | |||||||||||
| 800 NORTH MAIN STREET | RANDOLPH | MA | 02368 | N/A | PC | UNRESTRICTED | $150,000 | ||||
| BOSTON MEDICAL CENTER | |||||||||||
| 801 MASSACHUSETTS AVE | BOSTON | MA | 02118 | N/A | PC | AUTISM PROGRAM | $300,000 | ||||
| BOSTON UNIVERSITY CATHOLIC CENTER | |||||||||||
| 211 BAY STATE ROAD | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED | $75,000 | ||||
| BOYS & GIRLS CLUB OF BOSTON INC | |||||||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | UNRESTRICTED | $110,000 | ||||
| BRIDGE OVER TROUBLED WATERS | |||||||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| BRIGHAM & WOMENS HOSPITAL | |||||||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | N/A | PC | BRIDGES TO MOMS PROGRAM | $1,500,000 | ||||
| BRIGHAM & WOMENS HOSPITAL | |||||||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | N/A | PC | NEUROLOGIC DISEASES RESEARCH | $2,000,000 | ||||
| BROCKTON HOSPITAL SCHOOL OF NURSING | |||||||||||
| 680 CENTRE ST | BROCKTON | MA | 02302 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| CAMBRIDGE MATIGNON HIGH SCHOOL | |||||||||||
| ONE MATIGNON ROAD | CAMBRIDGE | MA | 02140 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| CAMP FATIMA | |||||||||||
| PO BOX 206 | GILMANTON IRON WORKS | NH | 03837 | N/A | PC | UNRESTRICTED | $25,000 | ||||
| CAPE COD HEALTHCARE FOUNDATION | |||||||||||
| POST OFFICE BOX 370 | HYANNIS | MA | 02601 | N/A | PC | INTENSIVE CARE UNIT | $250,000 | ||||
| CARDINAL CUSHING CENTERS | |||||||||||
| 405 WASHINGTON STREET | HANOVER | MA | 02339 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| CARDINAL SPELLMAN HIGH SCHOOL | |||||||||||
| 738 COURT STREET | BROCKTON | MA | 02302 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| CARE USA | |||||||||||
| 151 ELLIS ST NE | ALEXANDRIA | GA | 30303 | N/A | PC | EARTHQUAKE IN TURKEY | $250,000 | ||||
| CARE USA | |||||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | N/A | PC | CHILDHOOD MOZAMBIQUE | $330,000 | ||||
| CARROLL CENTER FOR THE BLIND INC | |||||||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| CATHEDRAL HIGH SCHOOL | |||||||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 | ||||
| CATHOLIC MEDICAL CENTER | |||||||||||
| 100 MCGREGOR STREET | MANCHESTER | NH | 03102 | N/A | PC | PREGNANCY CARE CENTER | $100,000 | ||||
| CATHOLIC MEMORIAL SCHOOL | |||||||||||
| 235 BAKER STREET | WEST ROXBURY | MA | 02132 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| CATHOLIC MEMORIAL SCHOOL | |||||||||||
| 235 BAKER STREET | WEST ROXBURY | MA | 02132 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| CATHOLIC SCHOOLS FOUNDATION INC | |||||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | N/A | PC | SCHOLARSHIP SUPPORT | $500,000 | ||||
| CATHOLIC SCHOOLS FOUNDATION | |||||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | N/A | PC | INNER CITY SCHOLARSHIP FUND | $200,000 | ||||
| CATHOLIC TV NETWORK | |||||||||||
| 34 CHESTNUT STREET | WATERTOWN | MA | 02471 | N/A | PC | UNRESTRICTED | $5,000 | ||||
| CATHOLIC UNIVERSITY OF AMERICA | |||||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | N/A | PC | SCHOLARSHIP SUPPORT | $200,000 | ||||
| CHESTERTON ACADEMY | |||||||||||
| 1320 MAINSTREET | HOPKINS | MN | 55343 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 | ||||
| CHILDREN'S ONCOLOGY SERVICES OF MA INC | |||||||||||
| 229 KENT STREET | BROOKLINE | MA | 02446 | N/A | PC | THE BOSTON HOUSE | $200,000 | ||||
| CHURCH OF THE HOLY FAMILY | |||||||||||
| N/A | PC | CHURCH RENOVATIONS | $630,000 | MAIN ST | KILTIMAGH | CO. MAYO | EI | ||||
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | |||||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | PC | UNRESTRICTED | $150,000 | ||||
| COMPASSIONATE CARE ALS | |||||||||||
| PO BOX 1052 | WEST FALMOUTH | MA | 02574 | N/A | PC | UNRESTRICTED | $385,000 | ||||
| COPS FOR KIDS WITH CANCER INC | |||||||||||
| PO BOX 850956 | BRAINTREE | MA | 02185 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| CRUDEM FOUNDATION | |||||||||||
| 362 SEWALL STREET | LUDLOW | MA | 01056 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| CYSTIC FIBROSIS LIFESTYLE FOUNDATION | |||||||||||
| 936 SW 1ST AVE | MIAMI | FL | 33130 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| DAUGHTERS OF MARY OF NAZARETH | |||||||||||
| PO BOX 690789 | QUINCY | MA | 02269 | N/A | PC | UNRESTRICTED | $68,000 | ||||
| DOVE INC | |||||||||||
| PO BOX 690267 | QUINCY | MA | 02269 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| EDESIAINC | |||||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTON | RI | 02852 | N/A | PC | UNRESTRICTED | $20,000 | ||||
| ELON UNIVERSITY | |||||||||||
| 2615 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | PEER MINISTRY | $100,000 | ||||
| EMMAUS INC | |||||||||||
| PO BOX 568 | HAVERHILL | MA | 01831 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| FATHER BILL'S MAINSPRING INC | |||||||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | N/A | PC | UNRESTRICTED | $75,000 | ||||
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||||||
| PO BOX 17408 | DENVER | CO | 80217 | N/A | PC | UNRESTRICTED | $300,000 | ||||
| FIDELITY CHARITABLE GIFT FUND | |||||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | UNRESTRICTED | $2,600,000 | ||||
| FINAL SALUTE INC | |||||||||||
| PO BOX 156 | HAYMARKET | VA | 20168 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| FONTBONNE ACADEMY | |||||||||||
| 930 BROOK ROAD | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $150,000 | ||||
| FOUNDATION TO ADVANCE CATHOLIC EDUCATION INC | |||||||||||
| 450 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| FRANCISCAN MISSIONARY SISTERS FOR AFRICA | |||||||||||
| 38 WILEY RD | BELMONT | MA | 02478 | N/A | PC | SENIOR SECONDARY SCHOOL | $25,000 | ||||
| FUND FOR CATHOLIC SCHOOLS INC | |||||||||||
| 66 BROOKS DRIVE | BOSTON | MA | 02184 | N/A | PC | SCHOLARSHIP SUPPORT | $400,000 | ||||
| GREATER BOSTON FOOD BANK INC | |||||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| GUIDING EYES FOR THE BLIND | |||||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| HEALTH EQUITY INTERNATIONAL | |||||||||||
| 40 GLEN AVENUE | NEWTON | MA | 02459 | N/A | PC | UNRESTRICTED | $300,000 | ||||
| HOLY NAME PARISH SCHOOL | |||||||||||
| 535 WEST ROXBURY PARKWAY | WEST ROXBURY | MA | 02132 | N/A | PC | SCHOLARSHIPS | $100,000 | ||||
| HOMES FOR OUR TROOPS INC | |||||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | N/A | PC | UNRESTRICTED | $300,000 | ||||
| HOOPS AND HOMEWORK INC | |||||||||||
| 56 AGNES DRIVE | FRAMINGHAM | MA | 01702 | N/A | PC | UNRESTRICTED | $150,000 | ||||
| HOSPITALITY HOMES INC | |||||||||||
| PO BOX 15265 | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| HOUSE OF POSSIBILITIES | |||||||||||
| 350 WASHINGTON STREET | EASTON | MA | 02356 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| IMAU FAMILY SERVICES | |||||||||||
| 161 S WAKEA AVE | KAHULUI | HI | 96732 | N/A | PC | IMUA MAUI RELIEF FUND | $250,000 | ||||
| INTERFAITH SOCIAL SERVICES INC | |||||||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| IRISH AMERICAN PARTNERSHIP INC | |||||||||||
| 15 BROAD STREET | BOSTON | MA | 02109 | N/A | PC | UNRESTRICTED | $300,000 | ||||
| IRISH PASTORAL CENTRE | |||||||||||
| 512 GALLIVAN BLVD | DORCHESTER | MA | 02124 | N/A | PC | UNRESTRICTED | $200,000 | ||||
| JETT FOUNDATION INC | |||||||||||
| 36 CORDAGE PARK CIRCLE | PLYMOUTH | MA | 02360 | N/A | PC | UNRESTRICTED | $700,000 | ||||
| JEWISH NATIONAL FUND | |||||||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | N/A | PC | UNRESTRICTED | $150,000 | ||||
| LAWRENCE CATHOLIC ACADEMY | |||||||||||
| 100 PARKER ST | LAWRENCE | MA | 01843 | N/A | PC | SCHOLARSHIP SUPPORT | $410,000 | ||||
| LEDGER LEND A HAND FOUNDATION | |||||||||||
| 2 ADAMS PLACE | QUINCY | MA | 02269 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| LITTLE BLUE HEROES FOUNDATION | |||||||||||
| N/A | PC | UNRESTRICTED | $108,382 | 13 OAK VALE | BAILIS DOWNS | CO. MEATH | EI | ||||
| LOWELL CATHOLIC | |||||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| LUCY'S LOVE BUS CHARITABLE TRUST | |||||||||||
| PO BOX 464 | AMESBURY | MA | 01913 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| MA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | N/A | PC | UNRESTRICTED | $15,000 | ||||
| MAGDALEN COLLEGE OF THE LIBERAL ARTS | |||||||||||
| 511 KEARSARGE MOUNTAIN RD | WARNER | NH | 03278 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| MALDEN CATHOLIC HIGH SCHOOL | |||||||||||
| 99 CRYSTAL STREET | MALDEN | MA | 02148 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| MARIA DROSTE CONSELING SERVICES | |||||||||||
| 1354 HANCOCK STREET | QUINCY | MA | 02169 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| MARINE CORPS SCHOLARSHIP FOUNDATION | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | N/A | PC | SCHOLARSHIP SUPPORT | $250,000 | ||||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | N/A | PC | CYSTIC FIBROSIS RESEARCH | $110,000 | ||||
| MISSION OF DEEDS | |||||||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| MOTHER CAROLINE ACADEMY | |||||||||||
| 515 BLUE HILL AVE | DORCHESTER | MA | 02121 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| MOUNT ALVERNIA ACADEMY | |||||||||||
| 20 MANET ROAD | CHESTNUT HILL | MA | 02467 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| MOUNT ST MARY'S ABBEY | |||||||||||
| 300 ARNOLD ST | WRENTHAM | MA | 02093 | N/A | PC | INFIRMARY AC | $5,000 | ||||
| MY BROTHER'S KEEPER | |||||||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| MY BROTHER'S KEEPER | |||||||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | DARTMOUTH FACILITY | $100,000 | ||||
| MY BROTHER'S KEEPER | |||||||||||
| PO BOX 338 | EASTON | MA | 02356 | N/A | PC | CHRISTMAS PROGRAM | $100,000 | ||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||
| 101A FIRST AVENUE | WALTHAM | MA | 02451 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| NATIVITY PREPARATORY SCHOOL | |||||||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| NEW ENGLAND CENTER AND HOME FOR VETERANS | |||||||||||
| 17 COURT ST | BOSTON | MA | 02108 | N/A | PC | TRANSITIONAL HOUSING PROGRAM | $1,000,000 | ||||
| NOTRE DAME ACADEMY | |||||||||||
| 1073 MAIN STREET | HINGHAM | MA | 02043 | N/A | PC | SCHOLARSHIP SUPPORT | $200,000 | ||||
| NOTRE DAME CRISTO REY HIGH SCHOOL | |||||||||||
| 203 LAWRENCE STREET | METHUEN | MA | 01844 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| NOTRE DAME EDUCATION CENTER INC | |||||||||||
| 444 EAST THIRD STREET | BOSTON | MA | 02127 | N/A | PC | SCHOLARSHIP SUPPORT | $25,000 | ||||
| NVNA AND HOSPICE | |||||||||||
| 120 LONGWATER DR | NORWELL | MA | 02061 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| OBLATES OF THE VIRGIN MARY | |||||||||||
| 2 IPSWICH STREET | BOSTON | MA | 02215 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| OUR LADY OF ASSUMPTION SCHOOL | |||||||||||
| 40 GROVE ST | LYNNFIELD | MA | 01940 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| OUR LADY OF PERPETUAL HELP | |||||||||||
| 94 SAINT ALPHONSUS STREET | ROXBURY | MA | 02120 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| PAN MASSACHUSETTS CHALLENGE | |||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | UNRESTRICTED | $227,500 | ||||
| PERKINS SCHOOL FOR THE BLIND | |||||||||||
| 175 NORTH BEACON ST | WATERTOWN | MA | 02472 | N/A | PC | UNRESTRICTED | $20,000 | ||||
| PIONEER INSTITUTE | |||||||||||
| 185 DEVONSHIRE ST | BOSTON | MA | 02110 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| ROAD TO RESPONSIBILITY | |||||||||||
| 1831 OCEAN STREET | MARSHFIELD | MA | 02050 | N/A | PC | UNRESTRICTED | $75,000 | ||||
| RODMAN RIDE FOR KIDS | |||||||||||
| 10 LINCOLN ROAD | FOXBORO | MA | 02035 | N/A | PC | UNRESTRICTED | $100,000 | ||||
| ROSIE'S PLACE | |||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED | $110,000 | ||||
| SACRED HEART SCHOOL | |||||||||||
| 329 BISHOPS HIGHWAY | KINGSTON | MA | 02364 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT AGATHA CHURCH | |||||||||||
| 432 ADAMS STREET | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT ALOYSIUS CATHOLIC SCHOOL | |||||||||||
| 52 CHURCH STREET | GILBERTVILLE | MA | 01031 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT ANSELM COLLEGE | |||||||||||
| 100 SAINT ANSELM DRIVE | MANCHESTER | MA | 03102 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT ANSELM COLLEGE | |||||||||||
| 100 SAINT ANSELM DRIVE | MANCHESTER | NH | 03102 | N/A | PC | CATHOLIC HEALTH CARE EDUCATION | $2,500,000 | ||||
| SAINT BENEDICT CLASSICAL ACADEMY | |||||||||||
| 2 PLEASANT STREET SOUTH | NATICK | MA | 01760 | N/A | PC | SCHOLARSHIP SUPPORT | $150,000 | ||||
| SAINT BERNADETTE SCHOOL | |||||||||||
| 266 MAIN STREET | NORTHBOROUGH | MA | 01532 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT FRANCIS HOUSE INC | |||||||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PC | UNRESTRICTED | $25,000 | ||||
| SAINT JOHN PAUL II HIGH SCHOOL | |||||||||||
| 120 HIGH SCHOOL ROAD | HYANNIS | MA | 02601 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT JOHN'S PREPARATORY SCHOOL | |||||||||||
| 72 SPRING ST | DANVERS | MA | 01923 | N/A | PC | 1SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT JOSEPH SCHOOL | |||||||||||
| 90 PICKERING ST | NEEDHAM | MA | 02492 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT MARY OF THE ASSUMPTION SCHOOL | |||||||||||
| 67 HARVARD ST | BROOKLINE | MA | 02445 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT MARY PARISH | |||||||||||
| 133 SCHOOL STREET | WALTHAM | MA | 02451 | N/A | PC | AFTER SCHOOL PROGRAM | $100,000 | ||||
| SAINT MARY'S JR-SR HIGH SCHOOL | |||||||||||
| 35 TREMONT ST | LYNN | MA | 01902 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| SAINT MARY'S WOMEN AND CHILDREN'S CENTER INC | |||||||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | N/A | PC | UNRESTRICTED | $25,000 | ||||
| SAINT OSCAR ROMERO PARISH | |||||||||||
| 1860 WASHINGTON STREET | CANTON | MA | 02021 | N/A | PC | YOUTH MINISTRY PROGRAM | $35,000 | ||||
| SAINT PAUL DIOCESAN JR-SR HIGH SCHOOL | |||||||||||
| 144 GRANITE ST | WORCESTER | MA | 01604 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT PAUL'S CHOIR SCHOOL | |||||||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT PETER SCHOOL | |||||||||||
| 96 CONCORD AVE | CAMBRIDGE | MA | 02138 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT ROCK HAITI FOUNDATION | |||||||||||
| 372 GRANITE AVE | MILTON | MA | 02186 | N/A | PC | UNRESTRICTED | $200,000 | ||||
| SAINT ROCK HAITI FOUNDATION | |||||||||||
| 372 GRANITE AVE | MILTON | MA | 02186 | N/A | PC | SCHOLARSHIP SUPPORT | $40,000 | ||||
| SAINT THERESA OF AVILA SCHOOL | |||||||||||
| 40 SAINT THERESA AVE | WEST ROXBURY | MA | 02132 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SAINT THERESA OF THE CHILD JESUS SCHOOL | |||||||||||
| 192 SUMMER ST | SOMERVILLE | MA | 02143 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| SEAL FOUNDATION INC | |||||||||||
| 71 MAIN STREET | LAKEVILLE | MA | 02347 | N/A | PC | UNRESTRICTED | $25,000 | ||||
| SISTERS OF SAINT JOSEPH | |||||||||||
| 637 CAMBRIDGE STREET | BRIGHTON | MA | 02135 | N/A | PC | UNRESTRICTED | $250,000 | ||||
| SKI FOR LIGHT INC | |||||||||||
| 1455 WEST LAKE STREET | MINNEAPOLIS | MN | 55408 | N/A | PC | UNRESTRICTED | $75,000 | ||||
| SOUTH SHORE HABITAT FOR HUMANITY | |||||||||||
| 20 MATHEWSON DRIVE | WEYMOUTH | MA | 02189 | N/A | PC | UNRESTRICTED | $200,000 | ||||
| SOUTH SHORE INITIATIVE CORP | |||||||||||
| 75 FINNELL DRIVE | WEYMOUTH | MA | 02188 | N/A | PC | UNRESTRICTED | $75,000 | ||||
| SOUTH SHORE YMCA | |||||||||||
| 91 LONGWATER CIRCLE | NORWELL | MA | 02061 | N/A | PC | FOOD PANTRY | $150,000 | ||||
| STONEHILL COLLEGE | |||||||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | N/A | PC | SCHOLARSHIP PROGRAMSSCHOLARSHIP PROGRAMS | $200,000 | ||||
| TEEN CHALLENGE NEW ENGLAND INC | |||||||||||
| 1311 MAIN STREET | BROCKTON | MA | 02301 | N/A | PC | UNRESTRICTED | $10,000 | ||||
| TEEN CHALLENGE NEW ENGLAND INC | |||||||||||
| 1311 MAIN STREET | BROCKTON | MA | 02301 | N/A | PC | RETREAT CENTER | $1,000,000 | ||||
| TENACITY INC | |||||||||||
| 38 EVERETT ST | BOSTON | MA | 02134 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| THAYER ACADEMY | |||||||||||
| 745 WASHINGTON STREET | BRAINTREE | MA | 02184 | N/A | PC | CAMP THAYER | $25,000 | ||||
| THE PLUS COMPANY | |||||||||||
| 19 CHESTNUT STREET | NASHUA | NH | 03060 | N/A | PC | UNRESTRICTED | $50,000 | ||||
| TRIVIUM SCHOOL | |||||||||||
| 471 LANGEN ROAD | LANCASTER | MA | 01523 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| TUFTS MEDICAL CENTER PHYSICIANS | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | N/A | PC | CATHOLIC CHAPLAIN POSITION | $50,000 | ||||
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||||||
| 550 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | SCHOLARSHIP SUPPORT | $350,000 | ||||
| XAVERIAN BROTHERS HIGH SCHOOL | |||||||||||
| 800 CLAPBOARDTREE ST | WESTWOOD | MA | 02090 | N/A | PC | SCHOLARSHIP SUPPORT | $100,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,618,882 | 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 | $15,668,601 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $887,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,592,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,148,673 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,148,673 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FMC MANAGEMENT FEE | $245,748 | $0 | $245,748 |
| ANDERSEN | $2,400 | $0 | $1,200 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CLOUGH CORP BONDS | BondNm |
| EOY Book Value | $72,678,216 | EOYBookValueAmt |
| EOYFMV | $65,340,426 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $8,822,398 | $14,146,553 |
| AMAZON COM INC | $10,119,074 | $18,475,904 |
| BERKSHIRE HATHAWAY INC | $1,017,126 | $1,627,875 |
| IDEXX LABS CORP | $1,499,577 | $3,341,401 |
| VERISK ANALYTICS INC | $5,744,765 | $7,759,969 |
| VISA INC | $6,257,261 | $8,044,417 |
| ASML HOLDING | $8,390,537 | $11,775,404 |
| META PLATFORMS INC | $2,854,687 | $5,715,392 |
| CLOUGH EQUITIES | $203,522,126 | $232,767,106 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $60,160,442 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $60,450,816 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY ADVISOR REAL ESTATE INC | AT COST | $14,059,848 | $12,789,717 |
| CLOUGH HEALTHCARE FUND | AT COST | $4,029,534 | $465,338 |
| ISHARES CORE S&P TOTAL US | AT COST | $17,676,225 | $29,389,265 |
| PROSHARES ULTRA S&P 500 | AT COST | $37,656,743 | $37,049,465 |
| SPDR IND FDS S&P GLOBAL NAT RES | AT COST | $5,428,810 | $8,253,300 |
| VANGUARD INDEX FDS SMALL CAP | AT COST | $5,275,405 | $7,686,518 |
| GEODE OFFSHORE HOLDBACK | AT COST | $18,674 | $18,674 |
| INVESCO EXH TRADED FD | AT COST | $16,370,717 | $21,986,074 |
| TORTOISE NORTH AMERICAN | AT COST | $225,330 | $432,431 |
| VANGUARD INFORMATION | AT COST | $5,297,421 | $10,016,938 |
| VANGUARD RUSSELL 2000 ETF | AT COST | $4,655,136 | $6,972,878 |
| VANGUARD S&P 500 ETF | AT COST | $126,337,592 | $149,408,955 |
| AMERICAN TOWER CORP | AT COST | $5,581,569 | $6,051,734 |
| CLOUGH ASSET BACKED | AT COST | $1,242,241 | $4,948,543 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ELMORE PATENT LAW GROUP | CategoryTxt |
| Legal Fees | $19,966 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,966 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PURCHASED | Desc |
| BOY Book Value | $365,075 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT & FEES | $1,000 | $0 | $1,000 |
| OFFICE SUPPLIES | $928 | $0 | $928 |
| IT & COMPUTER MAINTENANCE | $27,828 | $0 | $27,828 |
| DUES & SUBSCRIPTIONS | $723 | $0 | $723 |
| INVESTMENT EXPENSE | $17,655 | $6,021 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CURRENCY REALIZED LOSS | -$31,755 | -$32,822 | -$31,755 |
| CLOUGH HEALTHCARE SUBPART F | $968,053 | $968,053 | $968,053 |
| PARTNERSHIP K-1 | -$49,093 | -$49,093 | -$49,093 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLOUGH CAPITAL INV MGT FEE | $1,430,819 | $1,430,819 | $0 |
| FMC MANAGEMENT FEE | $901,250 | $901,250 | $0 |
| ANDERSEN | $221,530 | $221,530 | $0 |
| PARAMETRIC | $57,731 | $57,731 | $0 |
| GRANT ADMINISTRATION | $160,046 | $0 | $160,046 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $97,679 | $97,679 | $0 |
| FEDERAL EXCISE | $160,000 | $0 | $0 |