TREMBLAY FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: TREMBLAY FAMILY FOUNDATION (EIN 20-6070260)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-13
IRS object ID: 202511339349100446
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-13T08:56:47-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	271948252	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	STALL ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	20 CRANE ROAD	AddressLine1Txt
City	LITTLETON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01460	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	206070260	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE TREMBLAY FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TREM	BusinessNameControlTxt
Phone	6176455969	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	49 PHILLIPS STREET	AddressLine1Txt
City	MARBLEHEAD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01945	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JENNIFER L WILLIAMSON	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	5083584923	PhoneNum
Signature	2025-04-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CAROLYN R STALL	PreparerPersonNm
PTIN	P00030027	PTIN
Phone	9782963318	PhoneNum
Preparation	2025-04-29	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

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	$5,342,408	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$177	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$177	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$142,794	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$142,794	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$174,973	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,617,905	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$174,973	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$317,944	TotalRevAndExpnssAmt
Total Net Invst Incm	$317,944	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
Accounting Fees Rev And Expnss	$3,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$32,476	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$32,476	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$45,177	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$70	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$70	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$81,223	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$35,976	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$70	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$180,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$180,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$261,723	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$35,976	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$180,570	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$56,221	ExcessRevenueOverExpensesAmt
Net Investment Income	$281,968	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$47,845	CashBOYAmt
Cash EOY	$166,485	CashEOYAmt
Cash EOYFMV	$166,485	CashEOYFMVAmt
Other Assets BOY	$4,403,727	OtherAssetsBOYAmt
Other Assets EOY	$4,342,723	OtherAssetsEOYAmt
Other Assets EOYFMV	$5,175,923	OtherAssetsEOYFMVAmt
Total Assets BOY	$4,451,572	TotalAssetsBOYAmt
Total Assets EOY	$4,509,208	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,342,408	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	$4,451,572	RetainedEarningBOYAmt
Retained Earning EOY	$4,509,208	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,451,572	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,509,208	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,451,572	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,509,208	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,451,572	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$56,221	ExcessRevenueOverExpensesAmt
Other Increases	$1,415	OtherIncreasesAmt
Subtotal	$4,509,208	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,509,208	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
CHOATE HALL & STEWART - SHORT TERM (DETAILS AVAILABLE UPON REQUEST)	2024-01-01	2024-12-31	$913,992	$878,166	$35,826	$35,826
CHOATE HALL & STEWART - LONG TERM (DETAILS AVAILABLE UPON REQUEST)	2023-04-28	2024-12-31	$639,865	$564,766	$75,099	$75,099
CAPITAL GAINS DIVIDENDS			$64,048		$64,048	$64,048	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$174,973	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,919	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,919	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,919	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
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,081	OverpaymentAmt
Applied To ES Tax	$1,081	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JENNIFER L WILLIAMSON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6176455969	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	49 PHILLIPS STREET	AddressLine1Txt
City	MARBLEHEAD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01945	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 (4 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
GENE R TREMBLAY
49 PHILLIPS STREET	MARBLEHEAD	MA	01945	TRUSTEE	0.00	$0	$0	$0
SUSAN C TREMBLAY
49 PHILLIPS STREET	MARBLEHEAD	MA	01945	TRUSTEE	0.00	$0	$0	$0
MATTHEW G TREMBLAY
905 WILLOW DRIVE	JACKSON	WY	83001	TRUSTEE	0.00	$0	$0	$0
JENNIFER L WILLIAMSON
49 PHILLIPS STREET	MARBLEHEAD	MA	01945	TRUSTEE	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
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	$5,163,769	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$157,264	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,321,033	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,321,033	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$79,815	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,241,218	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$262,061	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$262,061	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,919	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,919	TotalTaxAmt
Distributable Before Adj	$258,142	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$258,142	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$258,142	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$180,570	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$180,570	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$258,142	DistributableAsAdjustedAmt
Undistributed Income PY	$178,784	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$180,570	QualifyingDistributionsAmt
Applied To Year1	$178,784	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,786	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$256,356	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	GENE R TREMBLAY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALL SENTIENT BEINGS
268 WALNUT STREET	LYNN	MA	01905	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$2,000
ARIZONA STATE UNIVERSITY FOUNDATION
POBOX 872401	TEMPE	AZ	852872401	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$4,000
BUCKNELL UNIVERSITY
301 MARKET STREET SUITE 2	LEWISBURG	PA	17837	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$10,000
CENTER FOR CREATIVE ART
154 CROMWELL ROAD	CHATHAM	MA	02633	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$2,000
COME AND SEE FOUNDATION
2601 OBERLIN ROAD SUITE 100	RALEIGH	NC	27608	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$7,000
GIRLS INC OF GREATER LYNN
50 HIGH STREET	LYNN	MA	01902	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$3,000
GOLDTHWAIT RESERVATION
PO BOX 1025	MARBLEHEAD	MA	01945	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$5,000
GOOD SAMARITANS MISSION OF JACKSON HOLE
285 W PEARL STREET PO BOX 1218	JACKSON HOLE	WY	83001	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$1,000
GRACE CHAPEL
3 MILITA DRIVE	LEXINGTON	MA	02421	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$10,000
GRAND TETON NATIONAL PARK FOUNDATION
PO BOX 249	MOOSE	WY	83012	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$15,000
HEALING ABUSE WORKING FOR CHANGE INC
27 CONGRESS STREET SUITE 204	SALEM	MA	01970	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$1,500
KRIPALU CENTER
PO BOX 309	STOCKBRIDGE	MA	01262	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$7,000
LOWER CAPE OUTREACH COUNCIL
PO BOX 665	ORLEANS	MA	02653	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$3,000
MARBLEHEAD ANIMAL SHELTER
44 VILLAGE STREET	MARBLEHEAD	MA	01945	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$500
MARBLEHEAD BOOSTER CLUB
PO BOX 244	MARBLEHEAD	MA	01945	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$2,500
MUSEUM OF SCIENCE
1 SCIENCE PARK	BOSTON	MA	02114	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$1,500
NATIONAL MUSEUM OF WILDLIFE ART
2820 RUNGIUS ROAD	JACKSON	WY	83002	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$3,500
NATIONAL OUTDOOR LEADERSHIP SCHOOL
288 MAIN STREET	LANDER	WY	82520	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$3,000
NEW JERSEY INSTITUTE OF TECHNOLOGY FUND
UNIVERSITY HEIGHTS	NEWARK	NJ	071021982	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$3,000
PINGREE SCHOOL
537 HIGHLAND AVE	SOUTH HAMILTON	MA	01982	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$4,000
RONALD MCDONALD HOUSE CHARITIES INC
26345 NETWORK PLACE	CHICAGO	IL	606731263	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$1,000
SHERMAN OAKS NURSERY SCHOOL
14435 KILLION STREET	SHERMAN OAKS	CA	91401	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$5,000
SHRINERS HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DRIVE	TAMPA	FL	33607	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$10,000
TETON RAPTOR CENTER
700 COYOTE CANYON ROAD	JACKSON	WY	83001	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$5,000
TETON SCIENCE SCHOOL
700 COYOTE CANYON ROAD	JACKSON	WY	83001	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$60,000
WOLF HAVEN INTERNATIONAL
3111 OFF UTAH LAKE ROAD SE	TENINO	WA	98599	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$1,000
WYCLIFFE ASSOCIATION
11450 TRANSLATION WAY	ORLANDO	FL	32862	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$3,000
YANKEE GOLDEN RETRIEVER RESCUE
PO BOX 808	HUDSON	MA	01749	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$3,000
WYOMING WILDLIFE ADVOCATES
PO BOX 1772	WILSON	WY	83014	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$2,000
JACKSON HOLE HORSE RESCUE
505 E ZENITH DRIVE NO 3	JACKSON	WY	83001	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$180,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$177	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$142,794	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$174,973	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$317,944	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$317,944	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	STALL ADVISORS - TAX RETURN PREPARATION	CategoryTxt
Amt	$3,500	Amt
Net Investment Income	$3,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FIXED INCOME	$766,265	$595,776	$583,917
GLOBAL EQUITIES	$3,637,462	$3,746,947	$4,592,006

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MA ANNUAL FILING FEE	Desc
Revenue And Expenses Per Books	$70	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$70	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	RECONCILING DIFFERENCES AND ADJUSTMENTS	Desc
Amt	$1,415	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CHOATE HALL & STEWART FEES	CategoryTxt
Amt	$32,476	Amt
Net Investment Income	$32,476	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX	$43,380	$0	$0
FOREIGN TAXES	$1,797	$0	$0