COPELAND FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COPELAND FAMILY FOUNDATION INC (EIN 22-2474056)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-16
- IRS object ID
- 202301369349101030
- Schema version
- 2022v5.0
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-16T09:43:04-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | VERDONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,358,124 | 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 | $713,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $713,630 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $713,630 | 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 | -$1,068,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,820,533 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$340,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $728,030 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $728,030 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $378,985 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $378,985 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,612 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,612 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $20,075 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,470 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $163,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,996 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,816 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,906 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $59,910 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $41,394 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $139,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,601 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92,952 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $824,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $226,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $556,530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,054,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,054,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,878,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $226,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,610,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,219,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $501,049 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $728,030 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $879,263 | CashBOYAmt |
| Cash EOY | $1,216,419 | CashEOYAmt |
| Cash EOYFMV | $1,216,420 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $64,566 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $71,857 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $71,857 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $41,010,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,464,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,464,847 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,105,175 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $741,784 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,404,791 | LandBOYAmt |
| Land EOY | $3,363,391 | LandEOYAmt |
| Land EOYFMV | $4,825,000 | LandEOYFMVAmt |
| Other Assets BOY | $2,134,513 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,141,295 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,780,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,493,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,257,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,358,124 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,500 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,501 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,474,105 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $40,238,308 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,474,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,238,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,493,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,257,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,474,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,219,340 | ExcessRevenueOverExpensesAmt |
| Subtotal | $45,254,765 | SubtotalAmt |
| Other Decreases | $5,016,457 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,238,308 | 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 | 2000-01-01 | 2022-06-01 | $2,971,464 | $2,674,239 | $297,225 | $297,225 |
| PUBLICALLY TRADED SECURITIES-BBH | P | 2022-01-01 | 2022-06-01 | $403,826 | $463,137 | -$59,311 | -$59,311 |
| PUBLICALLY TRADED SECURITIES-SCHWAB | P | 2000-01-01 | 2022-06-01 | $15,445,243 | $16,751,597 | -$1,306,354 | -$1,306,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,068,440 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$59,311 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,965 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,965 | SubtotalAmt |
| Tax Based On Investment Income | $6,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,409 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $46,409 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $39,444 | OverpaymentAmt |
| Applied To ES Tax | $39,444 | 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 | $127,000 |
| JOHN TOBIN | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Treasurer | 40.00 | $133,050 |
| JOYCE TOBIN | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | CLERK | 40.00 | $94,935 |
| MARY GORMLEY | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Director | 1.00 | $6,000 |
| GEORGE P MORAN | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Director | 1.00 | $6,000 |
| RAYMOND G PELISSIER | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Director | 1.00 | $6,000 |
| RICHARD G WELLS JR | ||||||
| C/O 1183 RANDOLPH AVENUE | MILTON | MA | 02186 | Director | 1.00 | $6,000 |
| 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 | $69,773 |
| LEAHY CODY & ODONNELL LLC | |||||
| 63 WINTHROP ST | TAUNTON | MA | 02780 | ACCOUNTING | $20,075 |
| PAYCHEX | |||||
| 14 PANORAMA TRAIL | ROCHESTER | NY | 14625 | PAYROLL | $1,952 |
| CODY CODY & MCCARTHY | |||||
| 1 PINE HILL DR | QUINCY | MA | 02169 | LEGAL | $2,613 |
| BROWN BROTHERS HARRIMAN & CO | |||||
| 40 WATER STREET | BOSTON | MA | 02109 | INVESTMENT MGMT | $93,701 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,237,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,047,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,285,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $38,285,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $574,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,711,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,885,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,885,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,965 | TotalTaxAmt |
| Distributable Before Adj | $1,878,596 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,878,596 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,878,596 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,610,555 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,610,555 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,878,596 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,951 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,610,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,951 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,603,604 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $274,992 | UndistributedIncomeCYAmt |
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 | $1,054,025 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,054,025 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $713,630 | 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 | -$1,068,440 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $728,030 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,068,440 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$340,410 | 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 | $20,075 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,075 | 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 | $159,611 | SL | 0.0256 | $7,692 | |
| BUILDING IMPROVEMENTS | 2003-12-15 | $154,978 | $71,863 | SL | 0.0256 | $3,974 | |
| NEW DOORS | 2004-09-10 | $6,526 | $2,895 | SL | 0.0256 | $167 | |
| BUILDING IMPROVEMENTS-CTC | 2004-07-01 | $467,213 | $209,635 | SL | 0.0256 | $11,979 | |
| BUILDING IMPROVEMENTS-CTC | 2005-07-01 | $147,898 | $62,568 | SL | 0.0256 | $3,792 | |
| BUILDING IMPROVEMENTS | 2007-11-26 | $52,816 | $19,182 | SL | 0.0256 | $1,354 | |
| IRRIGATION INSTALLATION | 2007-10-25 | $6,946 | $2,538 | SL | 0.0256 | $178 | |
| STONE WALL& DRIVEWAY EXPN | 2005-11-02 | $9,250 | $7,485 | SL | $463 | 20.0000 | |
| LAND IMPROVEMENTS - TREES | 2009-11-06 | $11,344 | $9,178 | SL | 0.0667 | $757 | |
| ROOF | 2009-09-30 | $12,682 | $3,995 | SL | 0.0256 | $325 | |
| BUILDING IMPROVEMENTS | 2010-08-19 | $161,525 | $47,117 | SL | 0.0256 | $4,142 | |
| LAND IMPROVEMENTS | 2011-07-30 | $72,742 | $50,942 | SL | 0.0667 | $4,852 | |
| BATHROOM REMODEL | 2019-06-01 | $67,050 | $4,371 | 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 | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $1,417,819 | $658,087 | $759,732 | $1,750,000 |
| Improvements | $93,336 | $73,677 | $19,659 | $75,000 |
| Land | $2,584,000 | $2,584,000 | $3,000,000 | |
| Miscellaneous | $10,020 | $10,020 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,612 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,612 | 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. | $29,941 | $30,013 | |
| INVESTMENT IN COPELAND PROPERTIES, LP | $2,104,572 | $2,111,282 |
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 | $488 | $488 | |
| COMPUTER ANNUAL MAINTENANCE | $5,600 | $5,600 | |
| DUES AND SUBSCRIPTIONS | $1,045 | $1,045 | |
| INSURANCE | $105,138 | $62,079 | $43,059 |
| OFFICE EXPENSES | $1,279 | $640 | $639 |
| REPAIRS & MAINTENANCE | $17,294 | $17,294 | |
| UTILITIES | $8,709 | $5,806 | $2,903 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
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 | $163,474 | $163,474 | $0 | $0 |
| PAYROLL SERVICE FEES | $1,996 | $0 | $0 | $1,996 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES | $37,808 | $37,808 | |
| FOREIGN TAXES | $4,017 | $4,017 | |
| PAYROLL TAXES | $25,779 | $12,890 | $12,889 |
| REAL ESTATE TAXES | $9,212 | $9,212 |