2023-05-16T09:43:04-07:00 2022-12-31 042498131 LEAHY CODY & ODONNELL LLC 63 Winthrop Street Taunton MA 02780 990PF 2022-01-01 222474056 COPELAND FAMILY FOUNDATION INC COPE 6176985976 1183 RANDOLPH AVENUE MILTON MA 02186 MARTHA VERDONE President 2023-05-16 true MARTHA VERDONE 999009999 true Maureen F Cody CPA P00506751 5088246622 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 42358124 X X 713630 713630 713630 14400 14400 14400 14400 -1068440 18820533 -340410 728030 728030 378985 378985 2612 2612 20075 20075 165470 163474 1996 76816 16906 59910 41394 139553 46601 92952 824905 226981 556530 1054025 1054025 1878930 226981 1610555 -2219340 501049 728030 879263 1216419 1216420 64566 71857 71857 41010472 33464847 33464847 4105175 741784 3404791 3363391 4825000 2134513 2141295 2780000 47493605 40257809 42358124 19500 19500 1 19500 19501 X 47474105 40238308 47474105 40238308 47493605 40257809 47474105 -2219340 45254765 5016457 40238308 PUBLICALLY TRADED SECURITIES-BBH P 2000-01-01 2022-06-01 2971464 2674239 297225 297225 PUBLICALLY TRADED SECURITIES-BBH P 2022-01-01 2022-06-01 403826 463137 -59311 -59311 PUBLICALLY TRADED SECURITIES-SCHWAB P 2000-01-01 2022-06-01 15445243 16751597 -1306354 -1306354 -1068440 -59311 6965 6965 6965 46409 46409 X 39444 39444 false false false false false false false true true MA true false false false false true N/A MARTHA VERDONE 6176985976 1183 RANDOLPH AVE MILTON MA 02186 false false false false false false false false false false false false false false false false false false false false false false MARTHA VERDONE C/O 1183 RANDOLPH AVE MILTON MA 02186 President 40.00 127000 JOHN TOBIN C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Treasurer 40.00 133050 JOYCE TOBIN C/O 1183 RANDOLPH AVENUE MILTON MA 02186 CLERK 40.00 94935 MARY GORMLEY C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Director 1.00 6000 GEORGE P MORAN C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Director 1.00 6000 RAYMOND G PELISSIER C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Director 1.00 6000 RICHARD G WELLS JR C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Director 1.00 6000 NONE PRW ASSOCIATES INC 1 PINE HILL DRIVE QUINCY MA 02169 INVESTMENT MGMT 69773 LEAHY CODY & ODONNELL LLC 63 WINTHROP ST TAUNTON MA 02780 ACCOUNTING 20075 PAYCHEX 14 PANORAMA TRAIL ROCHESTER NY 14625 PAYROLL 1952 CODY CODY & MCCARTHY 1 PINE HILL DR QUINCY MA 02169 LEGAL 2613 BROWN BROTHERS HARRIMAN & CO 40 WATER STREET BOSTON MA 02109 INVESTMENT MGMT 93701 37237659 1047844 0 38285503 0 38285503 574283 37711220 1885561 1885561 6965 6965 1878596 1878596 1878596 1610555 1610555 1878596 6951 1610555 6951 0 1603604 274992 X COPELAND FAMILY FOUNDATION INC 1183 RANDOLPH AVENUE MILTON MA 02186 A LETTER SUMMARIZING THE PROJECT AND SPECIFY THE AMOUNT REQUESTED. EVIDENCE OF TAX EXEMPT STATUS 501(C)(3). APPLICATIONS ARE ACCEPTED ANY TIME NO RESTRICTIONS - REPLIES AS TO ACCEPTANCE. REJECTION OR DEFERRAL ARE MADE PROMPTLY. GEOGRAPHICAL AREA IS A FACTOR BUT NOT THE ONLY DETERMINANT. SEE ATTACHED LISTING 1183 RANDOLPH AVE MILTON MA 02186 NONE PUBLIC CHARITABLE 1054025 1054025 14 713630 16 14400 -1068440 728030 -1068440 -340410 false false false false false false false false false false ACCOUNTING FEES 20075 0 0 20075 BUILDING - 1183 RANDOLPH 2001-04-30 300000 159611 SL 0.0256 7692 BUILDING IMPROVEMENTS 2003-12-15 154978 71863 SL 0.0256 3974 NEW DOORS 2004-09-10 6526 2895 SL 0.0256 167 BUILDING IMPROVEMENTS-CTC 2004-07-01 467213 209635 SL 0.0256 11979 BUILDING IMPROVEMENTS-CTC 2005-07-01 147898 62568 SL 0.0256 3792 BUILDING IMPROVEMENTS 2007-11-26 52816 19182 SL 0.0256 1354 IRRIGATION INSTALLATION 2007-10-25 6946 2538 SL 0.0256 178 STONE WALL& DRIVEWAY EXPN 2005-11-02 9250 7485 SL 20.0000 463 LAND IMPROVEMENTS - TREES 2009-11-06 11344 9178 SL 0.0667 757 ROOF 2009-09-30 12682 3995 SL 0.0256 325 BUILDING IMPROVEMENTS 2010-08-19 161525 47117 SL 0.0256 4142 LAND IMPROVEMENTS 2011-07-30 72742 50942 SL 0.0667 4852 BATHROOM REMODEL 2019-06-01 67050 4371 SL 0.0256 1719 Buildings 1417819 658087 759732 1750000 Improvements 93336 73677 19659 75000 Land 2584000 2584000 3000000 Miscellaneous 10020 10020 LEGAL FEES 2612 0 0 2612 COPELAND INC 30000 COPELAND PROPERTIES, LP 2750000 INVESTMENT IN COPELAND PROPERTIES, INC. 29941 30013 INVESTMENT IN COPELAND PROPERTIES, LP 2104572 2111282 BANK SERVICE CHARGES 488 488 COMPUTER ANNUAL MAINTENANCE 5600 5600 DUES AND SUBSCRIPTIONS 1045 1045 INSURANCE 105138 43059 62079 OFFICE EXPENSES 1279 639 640 REPAIRS & MAINTENANCE 17294 17294 UTILITIES 8709 2903 5806 Rounding 1 INVESTMENT ADVICE 163474 163474 0 0 PAYROLL SERVICE FEES 1996 0 0 1996 FEDERAL TAXES 37808 37808 FOREIGN TAXES 4017 4017 PAYROLL TAXES 25779 12889 12890 REAL ESTATE TAXES 9212 9212