COPELAND FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COPELAND FAMILY FOUNDATION INC (EIN 22-2474056)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-09
- IRS object ID
- 202443449349100209
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-09T09:44:32-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042498131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAHY CODY & ODONNELL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 Winthrop Street | AddressLine1Txt |
| City | Taunton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02780 | 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 | 222474056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COPELAND FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COPE | BusinessNameControlTxt |
| Phone | 6176985976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1183 RANDOLPH AVENUE | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA VERDONE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maureen F Cody CPA | PreparerPersonNm |
| PTIN | P00506751 | PTIN |
| Phone | 5088246622 | 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 | $44,853,948 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $739,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $739,190 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $739,190 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $14,400 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $14,400 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $14,400 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $14,400 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $10,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,996,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,392 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $763,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $763,982 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $753,590 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $399,985 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $399,985 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,575 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $5,575 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $158,168 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,105 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,063 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,577 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $29,116 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $41,394 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $175,921 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,566 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126,355 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $852,336 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $237,548 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $573,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,715,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,715,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,567,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $237,548 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,288,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,803,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $526,434 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $753,590 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,216,419 | CashBOYAmt |
| Cash EOY | $1,392,678 | CashEOYAmt |
| Cash EOYFMV | $1,392,678 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $71,857 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $60,486 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $67,855 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $33,464,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,788,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,788,415 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOYFMV | $4,825,000 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,105,175 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $783,178 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,363,391 | LandBOYAmt |
| Land EOY | $3,321,997 | LandEOYAmt |
| Other Assets BOY | $2,141,295 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,131,391 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,780,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,257,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,694,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,853,948 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $19,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,238,308 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,674,967 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,238,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,674,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,257,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,694,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,238,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,803,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,240,013 | OtherIncreasesAmt |
| Subtotal | $42,674,967 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,674,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES-BBH | P | 2023-01-01 | 2023-12-15 | $110,128 | $234,805 | -$124,677 | -$124,677 |
| PUBLICALLY TRADED SECURITIES-BBH | P | 2000-01-01 | 2023-06-15 | $4,854,361 | $4,484,132 | $370,229 | $370,229 |
| PUBLICALLY TRADED SECURITIES-SCHWAB | P | 2000-01-01 | 2023-06-14 | $11,032,315 | $11,267,475 | -$235,160 | -$235,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,392 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$124,677 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,317 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,317 | SubtotalAmt |
| Tax Based On Investment Income | $7,317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,444 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,444 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $32,127 | OverpaymentAmt |
| Applied To ES Tax | $32,127 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA VERDONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176985976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1183 RANDOLPH AVE | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | 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 | false | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARTHA VERDONE | ||||||
| C/O 1183 RANDOLPH AVE | MILTON | MA | 02186 | President | 40.00 | $130,000 |
| JOHN TOBIN | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Treasurer | 40.00 | $136,050 |
| JOYCE TOBIN | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | CLERK | 40.00 | $97,935 |
| MARY GORMLEY | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Director | 1.00 | $9,000 |
| GEORGE P MORAN | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Director | 1.00 | $9,000 |
| RAYMOND G PELISSIER | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Director | 1.00 | $9,000 |
| RICHARD G WELLS JR | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Director | 1.00 | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRW ASSOCIATES INC | |||||
| 1 PINE HILL DRIVE | QUINCY | MA | 02169 | INVESTMENT MGMT | $67,030 |
| LEAHY CODY & ODONNELL LLC | |||||
| 63 WINTHROP ST | TAUNTON | MA | 02780 | ACCOUNTING | $20,600 |
| PAYCHEX | |||||
| 14 PANORAMA TRAIL | ROCHESTER | NY | 14625 | PAYROLL | $2,063 |
| CODY CODY & MCCARTHY | |||||
| 1 PINE HILL DR | QUINCY | MA | 02169 | LEGAL | $5,575 |
| BROWN BROTHERS HARRIMAN & CO | |||||
| 40 WATER STREET | BOSTON | MA | 02109 | INVESTMENT MGMT | $89,075 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,139,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,304,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,444,295 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $35,444,295 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $531,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,912,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,745,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,745,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,317 | TotalTaxAmt |
| Distributable Before Adj | $1,738,315 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,738,315 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,738,315 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,288,394 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,288,394 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,738,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $274,992 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,288,394 | QualifyingDistributionsAmt |
| Applied To Year1 | $274,992 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,738,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $275,087 | RemainingDistriFromCorpusAmt |
| Total Corpus | $275,087 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $275,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $275,087 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | COPELAND FAMILY FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1183 RANDOLPH AVENUE | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | A LETTER SUMMARIZING THE PROJECT AND SPECIFY THE AMOUNT REQUESTED. EVIDENCE OF TAX EXEMPT STATUS 501(C)(3). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS - REPLIES AS TO ACCEPTANCE. REJECTION OR DEFERRAL ARE MADE PROMPTLY. GEOGRAPHICAL AREA IS A FACTOR BUT NOT THE ONLY DETERMINANT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED LISTING | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1183 RANDOLPH AVE | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $1,715,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,715,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $739,190 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $14,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,392 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $753,590 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,392 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $763,982 | TotalIncomeProducingActyAmt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,600 | Amt |
| Net Investment Income | $10,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,300 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| BUILDING - 1183 RANDOLPH | 2001-04-30 | $300,000 | $167,303 | SL | 0.0256 | $7,692 | |
| BUILDING IMPROVEMENTS | 2003-12-15 | $154,978 | $75,837 | SL | 0.0256 | $3,974 | |
| NEW DOORS | 2004-09-10 | $6,526 | $3,062 | SL | 0.0256 | $167 | |
| BUILDING IMPROVEMENTS-CTC | 2004-07-01 | $467,213 | $221,614 | SL | 0.0256 | $11,979 | |
| BUILDING IMPROVEMENTS-CTC | 2005-07-01 | $147,898 | $66,360 | SL | 0.0256 | $3,792 | |
| BUILDING IMPROVEMENTS | 2007-11-26 | $52,816 | $20,536 | SL | 0.0256 | $1,354 | |
| IRRIGATION INSTALLATION | 2007-10-25 | $6,946 | $2,716 | SL | 0.0256 | $178 | |
| STONE WALL& DRIVEWAY EXPN | 2005-11-02 | $9,250 | $7,948 | SL | $463 | 20.0000 | |
| LAND IMPROVEMENTS - TREES | 2009-11-06 | $11,344 | $9,935 | SL | 0.0667 | $757 | |
| ROOF | 2009-09-30 | $12,682 | $4,320 | SL | 0.0256 | $325 | |
| BUILDING IMPROVEMENTS | 2010-08-19 | $161,525 | $51,259 | SL | 0.0256 | $4,142 | |
| LAND IMPROVEMENTS | 2011-07-30 | $72,742 | $55,794 | SL | 0.0667 | $4,852 | |
| BATHROOM REMODEL | 2019-06-01 | $67,050 | $6,090 | SL | 0.0256 | $1,719 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Buildings | $1,417,819 | $693,409 | $724,410 |
| Improvements | $93,336 | $79,749 | $13,587 |
| Land | $2,584,000 | $2,584,000 | |
| Miscellaneous | $10,020 | $10,020 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,575 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,575 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| COPELAND INC | $30,000 | ||
| COPELAND PROPERTIES, LP | $2,750,000 | ||
| INVESTMENT IN COPELAND PROPERTIES, INC. | $30,013 | $30,000 | |
| INVESTMENT IN COPELAND PROPERTIES, LP | $2,111,282 | $2,101,391 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $92 | $92 | |
| COMPUTER ANNUAL MAINTENANCE | $15,250 | $15,250 | |
| DUES AND SUBSCRIPTIONS | $850 | $850 | |
| INSURANCE | $108,468 | $62,738 | $45,730 |
| OFFICE EXPENSES | $1,884 | $942 | $942 |
| REPAIRS & MAINTENANCE | $40,695 | $40,695 | |
| UTILITIES | $8,682 | $5,788 | $2,894 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVICE | $156,105 | $156,105 | $0 | $0 |
| PAYROLL SERVICE FEES | $2,063 | $0 | $0 | $2,063 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2023 Federal taxes | $7,369 | $3,684 | $3,685 |
| FEDERAL TAXES | $3,338 | $3,338 | |
| FOREIGN TAXES | $4,859 | $4,859 | |
| PAYROLL TAXES | $26,068 | $13,034 | $13,034 |
| REAL ESTATE TAXES | $9,059 | $9,059 |