WANG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349101912
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T09:54:57-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041378465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| 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) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY KATHLEEN O'CONNELL TRUSTEE | BusinessNameLine2Txt |
| 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 PROCTER 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 | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY-KATHLEEN | PersonFirstNm |
| Person Last | OCONNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701133 | 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 |
| 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 | $1,973,183 | 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 | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,643 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,732 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,366 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,366 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $501 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,454 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,366 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $251,316 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$247,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $512,424 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $236,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,010 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $741,281 | CorporateStockBOYAmt |
| Corporate Stock EOY | $741,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,717,683 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,490 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,276,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,000,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,973,183 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,276,205 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000,440 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,276,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,276,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,000,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,276,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$247,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55,700 | OtherIncreasesAmt |
| Subtotal | $1,084,140 | SubtotalAmt |
| Other Decreases | $83,700 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| .7253 SHS WARNER BROS DISCOVERY INC CL A | P | 2022-04-20 | $17 | $21 | -$4 | -$4 |
| .42 SHS WOODSIDE ENERGY GROUP LTD SPONS ADR | P | 2022-06-22 | $9 | $9 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,820 | 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 | $2,820 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,713 | OverpaymentAmt |
| Applied To ES Tax | $120 | AppliedToESTaxAmt |
| Refund | $2,593 | 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 |
| Individual With Books | MARY-KATHLEEN O'CONNELL ESQ | IndividualWithBooksNm |
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP 100 NORTHERN | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK A WANG | |||||||||
| 118 HUNTINGTON AVENUE APT601 | BOSTON | MA | 02116 | TRUSTEE | 4.00 | $20,000 | $0 | $0 | |
| COURTNEY S WANG | |||||||||
| 14114 DALLAS PARKWAY SUITE 300 | DALLAS | TX | 75240 | TRUSTEE | 0.50 | $0 | $0 | $0 | |
| MARY KATHLEEN O'CONNELLESQ | |||||||||
| GOODWIN PROCTER LLP 100 NORTHERN | BOSTON | MA | 02210 | TRUSTEE | 2.00 | $18,732 | $0 | $0 | AVE |
| GOODWIN PROCTER LLP | |||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | LEGAL FEE | 0.50 | $20,000 | $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 | $1,765,494 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $392,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,157,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,157,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,125,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $107 | TotalTaxAmt |
| Distributable Before Adj | $106,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,170 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $251,316 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $251,316 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $215,488 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $275,999 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $258,508 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $310,515 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $268,072 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,328,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $251,316 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,146 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,473,728 | 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 | $215,488 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,258,240 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $275,999 | ExcessFromYear4Amt |
| Excess From Year3 | $258,508 | ExcessFromYear3Amt |
| Excess From Year2 | $310,515 | ExcessFromYear2Amt |
| Excess From Year1 | $268,072 | ExcessFromYear1Amt |
| Excess From Current Year | $145,146 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN FUND | $25,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | OPEN NOTES PROJECT | $20,000 | |
| BIRCHES SCHOOL | ||||||||
| PO BOX 237 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $5,000 | |
| BIRCHES SCHOOL | ||||||||
| PO BOX 237 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | SUPPORT LACROSSE PROGRM | $10,000 | |
| BOCH CENTER | ||||||||
| 270 TREMONT STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $20,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | ||||||||
| 38 ASH STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $15,000 | |
| BROWN UNIVERSITY - SCHOOL OF PUBLIC HEALTH ANNUAL FUND | ||||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | SCHOOL OF PUBLIC HEALTH ANNUAL FUND | $1,000 | |
| BROWN UNIVERSITY-ANNUAL FUND | ||||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL & ALUMNI MAGAZINE | $1,000 | |
| BROWN UNIVERSITY-FA WANG SCHOLARSHIP FUND | ||||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | STUDENT SCHOLARSHIPS | $10,000 | |
| CHILDRENS 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 | $2,000 | |
| 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 | |
| HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 4742 NORTH 24TH ST SUITE 400 | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | CURRENT PROGRAMS | $1,000 | |
| MASS 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 | GIFT TO THE CLASS OF 1978 | $1,000 | |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ALLISON | $100 | |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ANDREA | $100 | |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $7,500 | |
| SHADY HILL SCHOOL - FA WANG SCHOLARSHIP FUND | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT YEAR | $5,000 | |
| SHADY HILL SCHOOL - HUB CAMPAIGN | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | HUB CAMPAIGN | $25,000 | |
| SOUTH COVE CAPITAL CAMPAIGN | ||||||||
| 288 WASHINGTON STREET | QUINCY | MA | 02169 | NONE | PUBLIC CHARITY | SUPPORT TO BUILD THE NEW SOUTH COVE MANOR | $10,000 | |
| SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| PARKLAND HALL AT OLD PARKLAND 3889 | DALLAS | TX | 752193914 | NONE | PUBLIC CHARITY | SUPPORT FOR SOUTHWESTERN MEDICAL CENTER | $30,000 | MAPLE AVE |
| THE YMCA OF GREATER BOSTON | ||||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | JAMES MORTON EDUCATIONAL FUND | $10,000 | |
| THE YMCA OF GREATER BOSTON - 2022 SPARK PARTY | ||||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | 2017 SPARK PARTY | $10,000 | |
| THE YMCA OF GREATER BOSTON - ANNUAL FUND | ||||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 | |
| WGBH | ||||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,950 | 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 | $24 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,619 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,639 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,639 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SHS ACCENTURE PLC CL A | $33,018 | $53,368 |
| 75 SHS AIR PRODUCTS & CHEMICALS INC | $20,807 | $23,119 |
| 500 SHS ALCON INC | $22,964 | $34,275 |
| 280 ALPHABE INC CL C | $16,843 | $24,844 |
| 160 SHS AMAZON.COM INC | $15,020 | $13,440 |
| 900 SHS AT&T | $20,608 | $16,569 |
| 300 SHS BHP GROUP LTD SPONS | $23,261 | $18,615 |
| 200 SHS DISNEY WALT CO | $29,422 | $17,376 |
| 500 SHS AUTOMATIC DATA PROCESSING INC | $9,216 | $119,430 |
| 600 SHS CVS HEALTH CORP | $40,932 | $55,914 |
| 125 SHS ECOLAB INC | $24,149 | $18,195 |
| 1200 SHS FASTENAL CO | $36,372 | $56,784 |
| 800 SHS JOHNSON & JOHNSON | $20,413 | $141,320 |
| 2500 SHS KINDER MORGAN | $48,778 | $45,200 |
| 300 SHS MASTERCARD INC | $29,175 | $104,319 |
| 1500 SHS MERCK & CO | $55,053 | $166,425 |
| 400 SHS NOVARTIS AG SPONS | $18,253 | $36,288 |
| 800 SHS PROCTER & GAMBLE | $21,171 | $121,248 |
| 1400 SHS CISCO SYSTEMS INC | $21,014 | $66,696 |
| 800 SHS INTEL CORP | $23,338 | $21,144 |
| 75 SHS INTIUT | $23,137 | $29,191 |
| 725 SHS MICROSOFT | $19,244 | $173,869 |
| 1500 SHS COCA COLA | $30,990 | $95,415 |
| 800 SHS SOUTHERN CO | $22,551 | $57,128 |
| 500 SHS UNILEVER PLC SPONSORED ADR | $11,309 | $25,175 |
| 600 SHS PEPSICO INC | $42,771 | $108,396 |
| 1200 SHS VERIZON COMM | $38,976 | $47,280 |
| 200 SHS QUALCOMM INC | $14,394 | $21,988 |
| 217 SHS WARNER BROS DISCOVERY INC CL A | $6,434 | $2,057 |
| 108 SHS WOODSIDE ENERGY GROUP LTD SPONS | $2,317 | $2,615 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 500 SHS VANGUARD FTSE EMERGING MKT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $22,500 | BookValueAmt |
| EOYFMV | $19,490 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $20,000 | LegalFeesAmt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT - 2021 CONTRIBUTIONS REFLECTED IN BK VALUE | Desc |
| Amt | $83,700 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $35 | $35 | $0 |
| ADR FEE | $32 | $32 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT - 2022 CONTRIBUTIONS NOT REFLECTED IN BK VALUE | Desc |
| Amt | $55,700 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $501 | $501 | $0 |
| EXCISE TAX | $4,154 | $0 | $0 |