THE BIERLY-BOASBERG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE BIERLY-BOASBERG FOUNDATION (EIN 04-6903459)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202501349349103175
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T13:25:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 | 046903459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIERLY BOASBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 6175722532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 650202 | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024650202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET BOASBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175722532 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHOTIOS G FRANGOS | PreparerPersonNm |
| PTIN | P01694468 | PTIN |
| Phone | 8472345000 | PhoneNum |
| Preparation | 2025-05-14 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,448,945 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $379,087 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $197,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,462,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,105 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $854,761 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $475,674 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $73,532 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,532 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,574 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,303 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,090 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $547,676 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $547,676 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $630,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $549,766 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $223,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $399,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,784 | CashBOYAmt |
| Cash EOY | $97,159 | CashEOYAmt |
| Cash EOYFMV | $97,159 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $127,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,437,058 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,437,058 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,468,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,578,602 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,603,134 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $109,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,398 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $311,594 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,731,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,217,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,448,945 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,731,182 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,217,217 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,731,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,217,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,731,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,217,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,731,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $223,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $262,161 | OtherIncreasesAmt |
| Subtotal | $9,217,217 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,217,217 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,462,065 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,183,960 | CostOrOtherBasisAmt |
| Gain Or Loss | $278,105 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $278,105 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,105 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | 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 | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $558 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARGARET BOASBERG | IndividualWithBooksNm |
| Phone | 6175722532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 650202 | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024650202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER BIERLY | ||||||||
| PO BOX 650202 | WEST NEWTON | MA | 024650202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET BOASBERG | ||||||||
| PO BOX 650202 | WEST NEWTON | MA | 024650202 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NEW YORK PLAZA 40TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $73,532 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,993,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,547,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,547,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,374,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $568,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $568,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,558 | TotalTaxAmt |
| Distributable Before Adj | $563,163 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $563,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $563,163 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $549,766 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $549,766 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $563,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $11,192 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $11,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $549,766 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $549,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,192 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,192 | 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 | $2,205 | 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) |
|---|---|---|
| Contributing Manager | CHRISTOPHER BIERLY | ContributingManagerNm |
| Contributing Manager | MARGARET BOASBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET BOASBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 650202 | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024650202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179653626 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS ONLY FOR CHARITABLE, EDUCATIONAL, OR SCIENTIFIC PURPOSES DEFINED BY SEC 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN REPERTORY THEATRE | |||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL SUPPORT | $75 |
| ASPCA | |||||||
| 293 2ND AVE | WALTHAM | MA | 02451 | N/A | PC | GENERAL SUPPORT | $10,000 |
| BEACON ACADEMY | |||||||
| 1574 SHERMAN AVE | EVANSTON | IL | 60201 | N/A | PC | GENERAL SUPPORT | $500 |
| BEYOND BATTEN DISEASE FOUNDATION | |||||||
| 3305 STECK AVE SUITE 200 | AUSTIN | TX | 78757 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 1295 BOYLSTON STREET | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | N/A | PC | GENERAL SUPPORT | $10,000 |
| BOYS & GIRLS CLUB OF CHICAGO | |||||||
| 2102 W MONROE STREET | CHICAGO | IL | 60612 | N/A | PC | GENERAL SUPPORT | $500 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | GENERAL SUPPORT | $10,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | PC | GENERAL SUPPORT | $250 |
| CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS | |||||||
| 1770 MASSACHUSETTS AVE STE 181 | CAMBRIDGE | MA | 02140 | N/A | PC | GENERAL SUPPORT | $750 |
| CAMP HOLIDAY TRAILS | |||||||
| 400 HOLIDAY TRAILS LANE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 024582530 | N/A | PC | GENERAL SUPPORT | $200 |
| CENTRE COUNTY SPORTS HALL OF FAME | |||||||
| PO BOX 133 | LEMONT | PA | 168510133 | N/A | PC | GENERAL SUPPORT | $4,000 |
| CHADTOUGH DEFEAT DIPG FOUNDATION | |||||||
| PO BOX 907 | SALINE | MI | 48176 | N/A | PC | GENERAL SUPPORT | $3,000 |
| COMFORT ZONE CAMP | |||||||
| 6606 WEST BOARD STREET SUITE 401 | RICHMOND | VA | 23230 | N/A | PC | GENERAL SUPPORT | $1,200 |
| COMMUNITY FOUNDATION FOR NANTUCKET | |||||||
| 9 BAYBERRY COURT | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $5,000 |
| COURAGEOUS PARENTS NETWORK | |||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | N/A | PC | GENERAL SUPPORT | $500 |
| CRADLES TO CRAYONS | |||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CULTURAL LANDSCAPE FOUNDATION | |||||||
| 1711 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $1,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE BP418 | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $10,000 |
| DIAN FOSSEY GORILLA FUND | |||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | N/A | PC | GENERAL SUPPORT | $30,114 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $10,000 |
| DREAMFAR HIGH SCHOOL MARATHON | |||||||
| 19 FAIRMONT AVE | NEWTON | MA | 02458 | N/A | PC | GENERAL SUPPORT | $150 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90600 | DURHAM | NC | 27708 | N/A | PC | GENERAL SUPPORT | $25,288 |
| ENDEAVOR GLOBAL | |||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $7,500 |
| FAIRWINDS | |||||||
| 20 VESPER LN L-1 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $500 |
| FAMILY ACCESS OF NEWTON | |||||||
| 492 WALTHAM STREET | NEWTON | MA | 02465 | N/A | PC | GENERAL SUPPORT | $500 |
| GOD'S WORD FOR AFRICA | |||||||
| 2045 W GRAND AVE STE B | CHICAGO | IL | 60612 | N/A | PC | GENERAL SUPPORT | $832 |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||||
| 1325 G STREET STE 480 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $2,500 |
| HORIZONS GREATER BOSTON | |||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | N/A | PC | GENERAL SUPPORT | $500 |
| HOUSING NANTUCKET | |||||||
| 75 OLD SOUTH ROAD | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $1,000 |
| JOHN D SOLOMON FELLOWSHIP | |||||||
| 165 CADMAN PLAZA | BROOKLYN | NY | 11201 | N/A | PC | GENERAL SUPPORT | $20,300 |
| MARINE MAMMAL ALLIANCE NANTUCKET (MMAN) | |||||||
| PO BOX 3625 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL SUPPORT | $250 |
| MASS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA STREET | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $250 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $2,500 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT ST UNIT 1 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NANTUCKET DREAMLAND FOUNDATION | |||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $2,500 |
| NANTUCKET POLICE CHARITABLE ASSOCIATION | |||||||
| 4 FAIRGROUNDS ROAD | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $150 |
| NANTUCKET SAFE HARBOR FOR ANIMALS | |||||||
| PO BOX 2844 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NASHOBA LEARNING GROUP | |||||||
| 10 OAK PARK DRIVE | BEDFORD | MA | 01730 | N/A | PC | GENERAL SUPPORT | $250 |
| NATIONAL CATHEDRAL SCHOOL | |||||||
| 3612 WOODLEY ROAD | WASHINGTON | DC | 20016 | N/A | PC | GENERAL SUPPORT | $250 |
| NEWTON-WELLESLEY CHARITY FUND | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ON THE ISLE | |||||||
| PO BOX 756 | NANTUCKET | MA | 25564 | N/A | PC | GENERAL SUPPORT | $300 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PC | GENERAL SUPPORT | $2,850 |
| PARTNERS IN HEALTH | |||||||
| 3RD FLOOR 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $25,172 |
| PROJECT BREAD - WALK FOR HUNGER | |||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY E 400 | FAIRFIELD | CT | 06825 | N/A | PC | GENERAL SUPPORT | $29,230 |
| SCONSET TRUST | |||||||
| PO BOX 821 | SIASCONSET | MA | 02564 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ST JUDES RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $1,000 |
| STANFORD GSB | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | GENERAL SUPPORT | $500 |
| SUMMITS EDUCATION | |||||||
| 800 BOYLSTON STREET NO 300 | BOSTON | MA | 02199 | N/A | PC | GENERAL SUPPORT | $1,000 |
| TENACITY | |||||||
| 38 EVERETT STREET STE 50 | BOSTON | MA | 02134 | N/A | PC | GENERAL SUPPORT | $500 |
| THE AMERICAN INDEPENDENT FOUNDATION | |||||||
| PO BOX 23262 | WASHINGTON | DC | 20026 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | GENERAL SUPPORT | $15,243 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE HUMANE SOCIETY | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $1,200 |
| THE KELLY S BRUSH FOUNDATION | |||||||
| 3 MAIN STREET | BURLINGTON | VT | 05401 | N/A | PC | GENERAL SUPPORT | $200 |
| THE NEW TEACHER PROJECT | |||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THE VOTER PARTICIPATION CENTER | |||||||
| 1707 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $17,584 |
| THEATRE WORKSHOP OF NANTUCKET | |||||||
| PO BOX 1297 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $1,000 |
| THRIVE FUNDS | |||||||
| 199 OTIS STREET | NEWTON | MA | 02465 | N/A | PC | GENERAL SUPPORT | $2,500 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL SUPPORT | $2,500 |
| UNIVERSITY OF VIRGINIA FUND FOR THE ARTS | |||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL SUPPORT | $2,500 |
| UNIVERSITY OF VIRGINIA | |||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL SUPPORT | $198,863 |
| USA FOR UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $10,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WIKIPEDIA WIKIMEDIA FOUNDATION | |||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | N/A | PC | GENERAL SUPPORT | $100 |
| YALE ALUMNI FUND | |||||||
| 206 ELM STREET | NEW HAVEN | CT | 06520 | N/A | PC | GENERAL SUPPORT | $625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $547,676 | 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 | $197,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $278,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $475,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $475,674 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER BIERLY AND MARGARET BOASBERG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 650202 | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024650202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,006,574 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (41 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 52 SHARES OF SNAP-ON INC | $18,493 | 2024-12-12 |
| 1 | 4 SHARES OF ALPHABET INC CL A | $768 | 2024-12-12 |
| 1 | 0.336 SHARES OF UNITED RENTALS INC | $264 | 2024-12-12 |
| 1 | 850 SHARES OF NVIDIA CORP | $116,739 | 2024-12-12 |
| 1 | 126 SHARES OF AMAZON COM INC | $28,850 | 2024-12-12 |
| 1 | 22.337 SHARES OF SERVICENOW INC | $25,652 | 2024-12-12 |
| 1 | 7 SHARES OF SAP AG | $1,775 | 2024-12-12 |
| 1 | 51 SHARES OF CRH PLC | $5,026 | 2024-12-12 |
| 1 | 6 SHARES OF COSTCO WHOLESALE CORP | $5,930 | 2024-12-12 |
| 1 | 16 SHARES OF SNAP-ON INC | $5,216 | 2024-10-21 |
| 1 | 923 SHARES OF BARCLAYS PLC ADR | $11,639 | 2024-10-21 |
| 1 | 149 SHARES OF UBER TECHNOLOGIES INC | $11,989 | 2024-10-21 |
| 1 | 7 SHARES OF HILTON WORLDWIDE HLDGS INC | $1,659 | 2024-10-21 |
| 1 | 32 SHARES OF AMERIPRISE FINCL INC | $16,724 | 2024-10-21 |
| 1 | 21 SHARES OF INTUITIVE SURGICAL INC | $10,896 | 2024-10-21 |
| 1 | 94 SHARES OF TAIWAN SMCNDCTR MFG CO | $18,983 | 2024-10-21 |
| 1 | 71.664 SHARES OF UNITED RENTALS INC | $59,662 | 2024-10-21 |
| 1 | 48 SHARES OF WASTE MGMT INC | $10,167 | 2024-10-21 |
| 1 | 110 SHARES OF NVIDIA CORP | $15,808 | 2024-10-21 |
| 1 | 14 SHARES OF SAP AG | $3,213 | 2024-10-21 |
| 1 | 93 SHARES OF KONINKLIJKE PHIL EL SP ADR | $2,989 | 2024-10-21 |
| 1 | 204 SHARES OF AFLAC INCORPORATED | $23,001 | 2024-10-21 |
| 1 | 122 SHARES OF FERRARI N V | $58,582 | 2024-10-21 |
| 1 | 19.461 SHARES OF LAM RESEARCH CORP | $21,651 | 2024-07-09 |
| 1 | 13 SHARES OF L OREAL CO ADR | $1,125 | 2024-07-09 |
| 1 | 209 SHARES OF BARCLAYS PLC ADR | $2,335 | 2024-07-09 |
| 1 | 179 SHARES OF COMPASS GROUP PLC SPD ADR | $4,932 | 2024-07-09 |
| 1 | 62 SHARES OF ALPHABET INC CL C | $11,807 | 2024-07-09 |
| 1 | 13 SHARES OF ALPHABET INC CL A | $2,457 | 2024-07-09 |
| 1 | 493 SHARES OF SCHNEIDER ELEC SA UNSP ADR | $24,006 | 2024-07-09 |
| 1 | 88.042 SHARES OF META PLATFORMS INC CL A | $46,662 | 2024-07-09 |
| 1 | 13.548 SHARES OF ASML HOLDINGS | $14,360 | 2024-07-09 |
| 1 | 180 SHARES OF NVIDIA CORP | $23,648 | 2024-07-09 |
| 1 | 52 SHARES OF COSTCO WHOLESALE CORP | $46,116 | 2024-07-09 |
| 1 | 49 SHARES OF NVIDIA CORP | $44,764 | 2024-05-14 |
| 1 | 299 SHARES OF SPDR S&P 500 EFT TRUST | $156,467 | 2024-05-14 |
| 1 | 11469 SHARES OF ROLLS ROYCE HOLDINGS PLC | $45,842 | 2024-02-06 |
| 1 | 1352 SHARES OF UNICREDIT SPA-ADR | $20,895 | 2024-02-06 |
| 1 | 64 SHARES OF RYANAIR HLDGS PLC ADR | $8,833 | 2024-02-06 |
| 1 | 45 SHARES OF NVIDIA CORP | $30,700 | 2024-02-06 |
| 1 | 257 SHARES OF SAP AG | $45,949 | 2024-02-06 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART I, LINE 25, COLUMN (A) CONTRIBUTIONS, GIFTS, GRANTS PAID | FormAndLineReferenceDesc |
| Medium Explanation | ORGANIZATION: BIERLY BOASBERG FOUNDATIONTIN: 04-6903459TAX YEAR ENDED: DECEMBER 31, 2024FORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 4/3/20242. DESCRIPTION OF PROPERTY: 6 SHARES OF NVIDIA CORPORATION3. BOOK VALUE: $762.98METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $5,337.84METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 4/3/20242. DESCRIPTION OF PROPERTY: 3,729 SHARES OF ROLLS ROYCE HOLDINGS PLC3. BOOK VALUE: $2,912.35METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $19,950.15METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 5/16/20242. DESCRIPTION OF PROPERTY: 29 SHARES OF MICROSOFT CORP3. BOOK VALUE: $4,713.66METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $12,208.71METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTE FORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 5/16/20242. DESCRIPTION OF PROPERTY: 132 SHARES OF NVIDIA CORPORATION3. BOOK VALUE: $26,028.62METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $124,553.88METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 5/16/20242. DESCRIPTION OF PROPERTY: 7,740 SHARES OF ROLL ROYCE HOLDINGS PLC3. BOOK VALUE: $9,991.36METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $41,223.24METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 5/16/20242. DESCRIPTION OF PROPERTY: 64 SHARES OF RYANAIR HLDGS PLC ADR3. BOOK VALUE: $3,411.79METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $8,090.88METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 5/16/20242. DESCRIPTION OF PROPERTY: 173 SHARES OF SAP AG3. BOOK VALUE: $12,737.34METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $32,985.91METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 5/16/20242. DESCRIPTION OF PROPERTY: 84 SHARES OF SAP AG3. BOOK VALUE: $5,983.19METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $16,016.28METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 5/16/20242. DESCRIPTION OF PROPERTY: 891 SHARES OF UNICREDIT SPA-ADR3. BOOK VALUE: $5,872.43METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $17,583.89METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 5/16/20242. DESCRIPTION OF PROPERTY: 461 SHARES OF UNICREDIT SPA-ADR3. BOOK VALUE: $2,808.78METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $9,097.84METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 10/4/20242. DESCRIPTION OF PROPERTY: 15 SHARES OF JPMORGAN CHASE & CO3. BOOK VALUE: $920.94METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $3,168.30METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 10/4/20242. DESCRIPTION OF PROPERTY: 180 SHARES OF NVIDIA CORPORATION3. BOOK VALUE: $4,992.12METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $22,485.60METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 12/5/20242. DESCRIPTION OF PROPERTY: 25 SHARES OF ISHARES CORE S&P 500 ETF3. BOOK VALUE: $4,373.08METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $15,243.25METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 12/16/20242. DESCRIPTION OF PROPERTY: 119 SHARES OF FIDELITY 500 INDEX FUND3. BOOK VALUE: $5,448.53METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $25,172.07METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTE | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4 SHARES OF ALPHABET INC CL A (GOOGL) | $302 | $757 |
| 850 SHARES OF NVIDIA CORPORATION (NVDA) | $35,772 | $114,147 |
| 7880 SHARES OF ISHARES BARCLAYS 1-3 YR TSY BD (SHY) | $678,767 | $646,002 |
| 2456 SHARES OF ISHARES CORE S&P 500 ETF (IVV) | $810,229 | $1,445,798 |
| 7717 SHARES OF ISHARES MSCI EAFE ETF (EFA) | $622,141 | $583,482 |
| 8060 SHARES OF ISHARES RUSSELL MID-CAP ETF (IWR) | $285,857 | $712,504 |
| 5427 SHARES OF ISHARES RUSSELL MIDCAP G ETF (IWP) | $565,956 | $687,872 |
| 4299 SHARES OF ISHARES RUSSELL MIDCAP V ETF (IWS) | $475,553 | $556,033 |
| 16332 SHARES OF ISHARES S&P 500 GRWTH ETF (IVW) | $1,132,392 | $1,658,188 |
| 7320 SHARES OF ISHARES S&P 500 VAL ETF (IVE) | $1,047,695 | $1,397,242 |
| 4192 SHARES OF PIMCO ENHANCED SHRT MTRT EXC (MINT) | $425,052 | $420,625 |
| 2218 SHARES OF SPDR S&P 500 ETF TRUST (SPY) | $464,007 | $1,299,925 |
| 126 SHARES OF AMAZON COM INC (AMZN) | $12,311 | $27,643 |
| 6 SHARES OF COSTCO WHOLESALE CORP NEW (COST) | $2,619 | $5,498 |
| 51 SHARES OF CRH PLC (CRH) | $2,171 | $4,719 |
| 7 SHARES OF SAP AG (SAP) | $704 | $1,723 |
| 22 SHARES OF SERVICENOW INC (NOW) | $9,199 | $23,323 |
| 52 SHARES OF SNAP-ON (SNA) | $7,875 | $17,653 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1526 SHARES OF FIDELITY 500 INDEX FUND (FXAIX) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $104,398 | BookValueAmt |
| EOYFMV | $311,594 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $15 | $15 | $0 |
| FILING FEES | $256 | $0 | $256 |
| MISCELLANEOUS EXPENSE | $1,834 | $0 | $1,834 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON DONATED SECURITIES | Desc |
| Amt | $262,161 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $73,532 | Amt |
| Net Investment Income | $73,532 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,303 | $2,303 | $0 |
| FEDERAL EXCISE TAXES | $5,271 | $0 | $0 |