GEORGE B HENDERSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B HENDERSON FOUNDATION (EIN 04-6089310)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-28
- IRS object ID
- 202301799349100925
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2023-06-28T19:00:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046089310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B HENDERSON FOUNDATION JH5090 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 6175236800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS ST STE 832 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021094017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K HERBERT III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175236800 | PhoneNum |
| Signature | 2023-05-25 | 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 | 2023-05-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $8,847,246 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $211,464 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $324,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,925,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $324,848 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $536,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $522,531 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,411 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $49,870 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,541 | 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,308 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,308 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,068 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,219 | 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 | $414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $344 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,679 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,019 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,019 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $549,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,790 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,283 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,796 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $2,185,923 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,971,527 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,846,074 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,293,209 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,586,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,856,376 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,723,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,701,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,847,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,723,422 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,701,894 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,723,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,701,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,723,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,701,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,723,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $118 | OtherIncreasesAmt |
| Subtotal | $5,710,420 | SubtotalAmt |
| Other Decreases | $8,526 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,701,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 75000. U.S. TREASURY BILLS 6/16/22 | 2021-12-02 | 2022-01-06 | $74,935 | $74,975 | -$40 | -$40 |
| 232198. U.S. TREASURY TIPS 0.125% 4/15/22 | 2017-04-21 | 2022-04-15 | $232,198 | $230,513 | $1,685 | $1,685 |
| 500. EMERSON ELEC CO | 2009-01-22 | 2022-04-28 | $45,520 | $16,314 | $29,206 | $29,206 |
| 2300. NOVARTIS AG SPONSORED ADR | 2008-10-27 | 2022-04-28 | $205,759 | $101,479 | $104,280 | $104,280 |
| 325. ASPEN TECHNOLOGY INC | 2022-05-17 | 2022-05-17 | $3,264 | $3,264 | $3,264 | |
| .5 ASPEN TECHNOLOGY INC | 2022-04-28 | 2022-05-24 | $94 | $91 | $3 | $3 |
| 245000. U.S. TREASURY BILLS 6/16/22 | 2022-05-18 | 2022-06-16 | $244,907 | $244,907 | ||
| 200000. U.S. TREASURY NOTES 2.125% 6/30/22 | 2018-12-27 | 2022-06-30 | $200,000 | $200,000 | ||
| 300. PEPSICO INC | 2008-10-27 | 2022-07-27 | $51,507 | $15,825 | $35,682 | $35,682 |
| 1400. STARBUCKS CORP | 2017-06-15 | 2022-07-27 | $116,572 | $82,002 | $34,570 | $34,570 |
| 75000. U.S. TREASURY BILLS 9/15/22 | 2022-06-30 | 2022-08-19 | $74,759 | $74,759 | ||
| 5000. U.S. TREASURY BILLS 9/08/22 | 2022-03-17 | 2022-09-08 | $4,983 | $4,983 | ||
| 250000. U.S. TREASURY BILLS 9/15/22 | 2022-06-30 | 2022-09-15 | $249,169 | $249,169 | ||
| 300. APPLE INC | 2011-04-15 | 2022-10-20 | $43,621 | $3,535 | $40,086 | $40,086 |
| 450. EXXON MOBIL CORP | 1978-02-22 | 2022-10-20 | $46,939 | $1,278 | $45,661 | $45,661 |
| 250. PEPSICO INC | 2002-03-20 | 2022-10-20 | $43,155 | $12,703 | $30,452 | $30,452 |
| 100000. U.S. TREASURY BILLS 11/03/22 | 2022-09-23 | 2022-11-03 | $99,730 | $99,730 | ||
| .56 RENTOKIL INITIAL PLC SPONS ADR | 2022-04-28 | 2022-11-09 | $16 | $17 | -$1 | -$1 |
| 190000. U.S. TREASURY BILLS 12/15/22 | 2022-09-23 | 2022-12-15 | $188,395 | $188,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $324,848 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,488 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,488 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,032 | OverpaymentAmt |
| Applied To ES Tax | $4,032 | 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 |
| Website Address | WWW.THEHENDERSONFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLS & PRATT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175236800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN K HERBERT III | ||||||
| 50 CONGRESS STREET SUITE 832 | BOSTON | MA | 02109 | TRUSTEE | 2 | $18,472 |
| THOMAS E BATOR | ||||||
| 50 CONGRESS STREET SUITE 832 | BOSTON | MA | 02109 | TRUSTEE | 2 | $18,471 |
| ERIC U HENDERSON | ||||||
| 13 KINNAIRD STREET | CAMBRIDGE | MA | 02139 | TRUSTEE | 2 | $9,231 |
| BARCLAY C S HENDERSON | ||||||
| 6 HUBBARD PARK ROAD | CAMBRIDGE | MA | 02138 | TRUSTEE | 2 | $9,237 |
| 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 | $9,059,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,400,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,400,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,259,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $462,951 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $462,951 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,488 | TotalTaxAmt |
| Distributable Before Adj | $456,463 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $456,463 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $456,463 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,698 | 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 | $480,698 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $456,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $480,698 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $456,463 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,235 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,235 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $24,235 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GIOIA PERUGINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES 75 STATE STR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | FOUNDATION'S STANDARD GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE SOLELY FOR THE ENHANCEMENT OF THE PHYSICAL APPEARANCE OF THE CITY OF BOSTON. NO GRANTS ARE MADE TO INDIVIDUALS, ENDOWNMENT FUNDS OR FOR OPERATING EXPENSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON CITY LIGHTS FOUNDATION | |||||||
| 1154 WASHINGTON STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $306 |
| DORCHESTER GARDENLANDS PRESERVES AND DEV | |||||||
| 2 MARLOWE STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $17,653 |
| SPONSOR INC | |||||||
| 1257 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $34,050 |
| CHURCH OF THE COVENANT | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| HISTORIC BOSTON INC | |||||||
| 3 SCHOOL STREET 4TH FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $99,850 |
| DUDLEY NEIGHBORS INC | |||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| DEUTSCHES ALTENHEIM INC | |||||||
| 2222 CENTRE STREET | WEST ROXBURY | MA | 02132 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $8,160 |
| DORCHESTER COMM CENTER FOR VISUAL ARTS | |||||||
| 48 COFFEY STREET UNIT 10C | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| CODMAN SQUARE HEALTH CENTER | |||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| FIRST CONGREGATIONAL SOCIETY | |||||||
| 6 ELIOT STREET | JAMICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $27,000 |
| GENERAL FEDERATION OF WOMENS CLUBS OF MA | |||||||
| 608 MASSACHUSETTS AVENUE 4 | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $43,000 |
| SECOND CHURCH IN DORCHESTER | |||||||
| 44 MOULTRIE STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| ONE ROANOKE AVENUE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $39,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,019 | 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 | $211,464 | 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 | $324,848 | 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 | $536,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $536,312 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,308 | Amt |
| Net Investment Income | $3,308 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $96,407 | $168,000 |
| DISNEY WATTCO | $88,613 | $69,504 |
| TJX COSINE | $43,420 | $95,520 |
| COSTCO WHOLESALE CORP NEW | $147,442 | $182,600 |
| MCCORMICK &CO INC | $104,743 | $107,757 |
| PEPSICO INC | $104,161 | $370,353 |
| PROCTER & GARRBLE CO | $121,778 | $333,432 |
| EXXON MOBIL CO | $7,952 | $308,840 |
| WOODSIDE ENERGY GROUP LTD SPON | $46,178 | $50,841 |
| CHUBB LTD | $70,386 | $104,785 |
| MASTERCARD INC CL A | $135,980 | $507,686 |
| ALCON INC | $71,952 | $89,115 |
| IQVIA HOLDINGS INC | $137,357 | $163,912 |
| JOHNSON & JOHNSON | $162,433 | $459,290 |
| MEDTRONIC PLC | $221,510 | $233,160 |
| MERCK & CO INC | $201,962 | $310,660 |
| NOVO NORDISK AS SPONS ADA | $91,131 | $270,680 |
| EMERSON ELEC CO | $59,271 | $182,514 |
| GLOBAL PAYMENTS INC | $238,212 | $134,082 |
| RENTOKIL LNC | $194,479 | $201,960 |
| ACCENTURE | $88,348 | $146,762 |
| APPLE INC | $38,882 | $428,769 |
| ASPEN TECHNOLOGY INC | $24,844 | $27,934 |
| CISCO SYSTEMS INC | $88,613 | $190,560 |
| FISERV INC | $47,660 | $411,355 |
| INTEL CORP | $27,750 | $158,580 |
| MICROSOFT CORP | $47,948 | $47,964 |
| PHREESIA INC | $98,302 | $84,136 |
| QUALCOMM INC | $176,123 | $131,928 |
| AIR PRODUCTS & CHEMICALS INC | $138,592 | $200,369 |
| ALPHABET INC | $94,153 | $319,428 |
| VERIZON COMMUNICATIONS | $185,884 | $137,900 |
| KINDER MORGAN INC | $183,618 | $226,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,971,527 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,846,074 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| KINDER MORGAN ROC ADJUSTMENT | $8,235 |
| FED HERMES TRE POSTED IN 23 TAXED IN 22 | $269 |
| PY ACQUISITION PREMIUM OID | $21 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC BANK FEE | $284 | $284 | $0 |
| ADR FEE | $60 | $60 | $0 |
| MA PC FILING FEE | $70 | $0 | $70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2021 PURCHASED ACCRUED INT ADJUSTMENT | Desc |
| Amt | $118 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES - ADMIN | CategoryTxt |
| Amt | $36,068 | Amt |
| Disbursements Charitable Prps | $36,068 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,219 | $2,219 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,473 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $10,520 | $0 | $0 |