WANG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-10
- IRS object ID
- 202511309349100011
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-10T10:01:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208251930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TAX RESOURCES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 GREENWICH AVENUE | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222858458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WANG FOUNDATION CO MARY KATHLEEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WANG | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY KATHLEEN O'CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL FRADIN CPA | PreparerPersonNm |
| PTIN | P00001674 | PTIN |
| Phone | 4017398400 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,654,247 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $40,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,473 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $340,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $601,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $340,101 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $380,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $380,574 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,987 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,494 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,494 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $30,098 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,098 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,425 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $570 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $122 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,529 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,287 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $329,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $332,289 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $186,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $186,153 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $225,237 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $224,932 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $639,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $524,023 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,243,162 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $971,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $935,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,654,247 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $971,815 | CapitalStockBOYAmt |
| Capital Stock EOY | $935,413 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $971,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $935,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $971,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $935,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $971,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $300 | OtherIncreasesAmt |
| Subtotal | $1,064,402 | SubtotalAmt |
| Other Decreases | $128,989 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $935,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 80. AUTOMATIC DATA PROCESSING INC | 1998-12-31 | 2024-03-01 | $19,965 | $1,475 | $18,490 | $18,490 |
| 600. CVS HEALTH CORP | 2020-06-10 | 2024-03-01 | $44,376 | $40,932 | $3,444 | $3,444 |
| 200. COCA COLA CO | 2003-02-18 | 2024-03-01 | $11,930 | $4,132 | $7,798 | $7,798 |
| 125. JOHNSON & JOHNSON | 1998-12-31 | 2024-03-01 | $20,251 | $3,189 | $17,062 | $17,062 |
| 25. MASTERCARD INC CL A | 2015-08-11 | 2024-03-01 | $11,896 | $2,431 | $9,465 | $9,465 |
| 250. MERCK & CO INC | 1998-12-31 | 2024-03-01 | $31,761 | $9,176 | $22,585 | $22,585 |
| 50. MICROSOFT CORP | 2001-01-10 | 2024-03-01 | $20,767 | $1,327 | $19,440 | $19,440 |
| 75. PEPSICO INC | 2008-04-14 | 2024-03-01 | $12,336 | $5,346 | $6,990 | $6,990 |
| 85. PROCTER & GAMBLE CO | 1998-12-31 | 2024-03-01 | $13,492 | $2,249 | $11,243 | $11,243 |
| 80. SANDOZ GROUP AG SPONS ADR | 2005-12-27 | 2024-03-01 | $2,519 | $973 | $1,546 | $1,546 |
| 217. WARNER BROS DISCOVERY INC CL A | 2020-08-06 | 2024-03-01 | $1,886 | $6,434 | -$4,548 | -$4,548 |
| 200. DISNEY WALT CO NEW | 2019-11-21 | 2024-05-07 | $20,898 | $29,422 | -$8,524 | -$8,524 |
| 80. MERCK & CO INC | 1998-12-31 | 2024-05-07 | $10,303 | $2,936 | $7,367 | $7,367 |
| 100. NOVARTIS AG SPONSORED ADR | 2005-12-27 | 2024-05-07 | $9,895 | $4,320 | $5,575 | $5,575 |
| 60. PROCTER & GAMBLE CO | 1998-12-31 | 2024-05-07 | $9,911 | $1,588 | $8,323 | $8,323 |
| 60. ECOLAB INC | 2020-08-06 | 2024-07-30 | $13,755 | $11,592 | $2,163 | $2,163 |
| 50. MICROSOFT CORP | 2001-01-10 | 2024-07-30 | $21,129 | $1,327 | $19,802 | $19,802 |
| 300. NOVARTIS AG SPONSORED ADR | 2005-12-27 | 2024-07-30 | $33,335 | $12,960 | $20,375 | $20,375 |
| 105. PEPSICO INC | 2008-04-14 | 2024-07-30 | $18,085 | $7,485 | $10,600 | $10,600 |
| 108. WOODSIDE ENERGY GROUP LTD SPONS ADR | 2022-06-01 | 2024-07-30 | $1,882 | $2,317 | -$435 | -$435 |
| 15000. U.S. TREASURY NOTES 4.875% 11/30/25 | 2024-03-04 | 2024-10-16 | $15,094 | $15,035 | $59 | $59 |
| 75. AIR PRODUCTS & CHEMICALS INC | 2021-08-11 | 2024-12-18 | $22,271 | $20,807 | $1,464 | $1,464 |
| 60. AUTOMATIC DATA PROCESSING INC | 1998-12-31 | 2024-12-18 | $17,452 | $1,106 | $16,346 | $16,346 |
| 350. CISCO SYSTEMS INC | 2002-08-19 | 2024-12-18 | $20,317 | $5,254 | $15,063 | $15,063 |
| 500. COCA COLA CO | 2003-02-18 | 2024-12-18 | $31,624 | $10,330 | $21,294 | $21,294 |
| 200. FASTENAL CO | 2018-08-20 | 2024-12-18 | $15,210 | $6,062 | $9,148 | $9,148 |
| 400. INTEL CORP | 1999-07-02 | 2024-12-18 | $7,932 | $11,669 | -$3,737 | -$3,737 |
| 100. JOHNSON & JOHNSON | 1998-12-31 | 2024-12-18 | $14,488 | $2,552 | $11,936 | $11,936 |
| 125. MERCK & CO INC | 1998-12-31 | 2024-12-18 | $12,345 | $4,588 | $7,757 | $7,757 |
| 80. MICROSOFT CORP | 2001-01-10 | 2024-12-18 | $35,657 | $2,124 | $33,533 | $33,533 |
| 200. PROCTER & GAMBLE CO | 1998-12-31 | 2024-12-18 | $33,901 | $5,293 | $28,608 | $28,608 |
| 200. SOUTHERN COMPANY | 2003-08-12 | 2024-12-18 | $16,366 | $5,638 | $10,728 | $10,728 |
| 34. WATERS CORP | 2023-08-11 | 2024-12-18 | $12,439 | $9,907 | $2,532 | $2,532 |
| 20. ACCENTURE PLC CL A | 2018-08-20 | 2024-12-18 | $7,050 | $3,302 | $3,748 | $3,748 |
| 100. ALCON INC | 2019-11-21 | 2024-12-18 | $8,539 | $5,678 | $2,861 | $2,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $340,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,776 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,776 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $810 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FREDERICK A WANG | ||||||
| 118 HUNTINGTON AVENUE APT601 | BOSTON | MA | 02116 | TRUSTEE | 4 | $20,000 |
| COURTNEY S WANG | ||||||
| 14114 DALLAS PARKWAY SUITE 300 | DALLAS | TX | 75240 | TRUSTEE | 1 | $0 |
| MARY KATHLEEN O'CONNELL ESQ | ||||||
| GOODWIN PROCTER LLP 100 NORTHERN A | BOSTON | MA | 02210 | TRUSTEE | 2 | $16,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,716,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,857,161 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,857,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,829,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,465 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,465 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,586 | TotalTaxAmt |
| Distributable Before Adj | $86,879 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $86,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $86,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $231,279 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $258,508 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $310,515 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $268,072 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145,146 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $239,253 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,221,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $144,400 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,365,894 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $258,508 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,107,386 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $310,515 | ExcessFromYear4Amt |
| Excess From Year3 | $268,072 | ExcessFromYear3Amt |
| Excess From Year2 | $145,146 | ExcessFromYear2Amt |
| Excess From Year1 | $239,253 | ExcessFromYear1Amt |
| Excess From Current Year | $144,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE STREET SUITE 300-2 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | LACROSSE PROGRAM | $10,000 |
| YMCA Boston | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | SPARK GALA 2023 | $10,000 |
| YMCA of Chinatown | |||||||
| 8 OAK STREET W | Boston | MA | 02116 | NONE | PUBLIC CHARITY | LGCY DINNER | $5,000 |
| Birches School | |||||||
| PO BOX 237 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $15,000 |
| The Hockaday School | |||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| BROWN UNIVERSITY | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| Brown University - FA WANG | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | STUDENT SCHOLARSHIPS | $10,000 |
| Brown University - Schoool Of Public Hea | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | SCHOOL OF PUBLIC HEALTH- | $1,000 |
| Children's Hospital - Boston | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $1,000 |
| Colorado College | |||||||
| 14 E CACHE LA POUDRE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | TIGER PRIDE FUND | $1,000 |
| Environmental League Of Massachusetts | |||||||
| 14 BEACON ST SUITE 714 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $1,000 |
| Give The Kids The World Foundation | |||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $1,000 |
| Good Shephard Community Care | |||||||
| 90 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $250 |
| MAKE A WISH FOUNDATION-MA AND RI | |||||||
| 133 FEDERAL STREET 2ND FLOOR | Boston | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| Massachusetts Audubon Society | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $1,000 |
| Mount Holyoke College | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| Rosie's Place | |||||||
| 889 HARRISON AVENUE | Boston | MA | 02118 | NONE | PUBLIC CHARITY | GE | $1,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | HUB CAMPAIGN | $25,000 |
| Shady Hill School | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | F.A. WANG SCHOLARSHIP FUND | $5,000 |
| The YMCA Of Greater Boston | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| WGBH | |||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $3,000 |
| Shady Hill School | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND | $7,500 |
| Boch Center | |||||||
| 111 PINE STREET | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| TRUSTEES OF TUFTS UNIVERSITY | |||||||
| 80 GEORGE STREET SUITE 300-2 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | CAPITAL GIFT | $50,000 |
| GOVERNOR DUMMER ACADEMY | |||||||
| 1 ELM STREET | BYFIELD | MA | 01922 | NONE | PUBLIC CHARITY | REUNION GIFT | $10,000 |
| PARKLAND HEALTH FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LANE 1100 E | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | PEDIATRIC HEALT CLINIC | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $340,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $380,574 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $380,574 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 140 SHS ACCENTURE PLC CL A | $23,113 | $49,251 |
| 125 SHS AIR PRODUCTS & CHEMICA | $29,531 | $36,255 |
| 400 SHS ALCON INC | $17,286 | $33,956 |
| 280 ALPHABET INC CL C | $16,843 | $53,323 |
| 160 SHS AMAZON.COM INC | $15,020 | $35,102 |
| 300 SHS BHP GROUP LTD SPONS | $23,261 | $14,649 |
| 200 SHS DISNEY WALT CO | ||
| 260 SHS AUTOMATIC DATA PROCESS | $4,792 | $76,110 |
| 600 SHS CVS HEALTH CORP | ||
| 65 SHS ECOLAB INC | $12,558 | $15,231 |
| 800 SHS FASTENAL CO | $24,248 | $57,528 |
| 410 SHS JOHNSON & JOHNSON | $10,462 | $59,294 |
| 2500 SHS KINDER MORGAN | $46,022 | $68,500 |
| 225 SHS MASTERCARD INC | $21,881 | $118,478 |
| 620 SHS MERCK & CO | $22,755 | $61,678 |
| 400 SHS NOVARTIS AG SPONS | ||
| 265 SHS PROCTER & GAMBLE | $7,013 | $44,427 |
| 500 SHS CISCO SYSTEMS INC | $7,505 | $29,600 |
| 400 SHS INTEL CORP | ||
| 75 SHS INTIUT | ||
| 370 SHS MICROSOFT | $9,821 | $155,955 |
| 500 SHS COCA COLA | $10,330 | $31,130 |
| 400 SHS SOUTHERN CO | $11,275 | $32,928 |
| 270 SHS PEPSICO INC | $19,247 | $41,056 |
| 1200 SHS VERIZON COMM | $38,976 | $47,988 |
| 200 SHS QUALCOMM INC | $14,394 | $30,724 |
| 217 SHS WARNER BROS DISCOVERY | ||
| 108 SHS WOODSIDE ENERGY GROUP | ||
| 80 SANDOZ GROUP AG SPONSORED A | ||
| 25 THERMO FISHER SCIENTIFIC IN | $13,665 | $13,006 |
| 34 WATERS CORP | ||
| 225 SHS GLOBAL PAYMENTS INC | $22,936 | $25,214 |
| 75 SHS INTUIT INC | $23,137 | $47,138 |
| 155 SHS IQVIA HOLDINGS | $38,311 | $30,459 |
| 1350 SHS RENTOKIL INITIAL PLC | $39,641 | $34,182 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $225,237 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $224,932 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER, LLP | CategoryTxt |
| Legal Fees | $30,098 | LegalFeesAmt |
| Net Investment Income | $30,098 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FED HERMES POSTED IN 2025 TAXED 24 | $134 |
| ADJ - 2023 CONTR IN BOOK VALUE | $93,850 |
| ROUNDING ADJUSTMENT | $5 |
| OUTSTANDING CHECKS | $35,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $87 | $87 | $0 |
| MA PC FILING FEE | $35 | $0 | $35 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED HERMES POSTED IN 2024 TAXED IN 2023 | Desc |
| Amt | $300 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NICHOLS & PRATT ADVISERS LLP | CategoryTxt |
| Amt | $1,425 | Amt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR | $3,653 | $0 | $0 |
| EXCISE TAX - ESTIMATED PAYMENT | $2,682 | $0 | $0 |
| FOREIGN TAXES | $570 | $570 | $0 |