EVERETT W AND MARION E MITCHELLFOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EVERETT W AND MARION E MITCHELLFOUNDATION (EIN 20-7088204)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-01-15
- IRS object ID
- 202540159349100084
- Schema version
- 2023v6.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-15T11:01:16-06:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041309690 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55806 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022055806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207088204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERETT & MARION MITCHELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 6172273111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 FEDERAL STREET SUITE 1602 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD GARMEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172273111 | PhoneNum |
| Signature | 2025-01-15 | 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 | JOHN AVILA | PreparerPersonNm |
| PTIN | P00644833 | PTIN |
| Phone | 6174825270 | PhoneNum |
| Preparation | 2025-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,044,850 | FMVAssetsEOYAmt |
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 | $78,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,920 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $164,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,350,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,607 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,189 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,189 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $381,594 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $381,594 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,510 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,755 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,755 | 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 | $1,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,845 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,672 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,672 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| 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 | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $456,268 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $456,268 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $622,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $513,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$240,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $184,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $749,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $749,575 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $2,080,610 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,541,847 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,542,718 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,076,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,809,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,418,278 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $160,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $160,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $334,279 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,502,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,261,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,044,850 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,502,151 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,261,223 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,502,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,261,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,502,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,261,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,502,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$240,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,261,380 | SubtotalAmt |
| Other Decreases | $157 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,261,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 590. AMERICAN TOWER CORP CL A (REIT) | 2020-10-28 | 2024-02-20 | $110,220 | $136,144 | -$25,924 | -$25,924 |
| 360. STRYKER CORP COM | 2018-10-03 | 2024-02-20 | $125,781 | $63,413 | $62,368 | $62,368 |
| 700000. U S TREAS NOTES DTD 2/28/2017 2.1250% 2/29/2024 | 2022-08-01 | 2024-02-29 | $700,000 | $700,000 | ||
| 250000. U S TREAS NOTES DTD 4/30/2022 2.5000% 4/30/2024 | 2023-06-06 | 2024-04-30 | $250,000 | $250,000 | ||
| 235. UNITEDHEALTH GROUP INC | 2018-01-26 | 2024-02-20 | $122,389 | $58,363 | $64,026 | $64,026 |
| 490. VERALTO CORP | 2024-02-20 | $42,144 | $9,007 | $33,137 | $33,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,607 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,797 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,797 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,596 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,596 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,201 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 |
| Individual With Books | RONALD GARMEY | IndividualWithBooksNm |
| Phone | 6172273111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 FEDERAL STREET SUITE 1602 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RONALD GARMEY | ||||||
| 155 FEDERAL STREET SUITE 1602 | BOSTON | MA | 02110 | TRUSTEE | 05 | $87,510 |
| COLLEEN MACPHERSON | ||||||
| 155 FEDERAL STREET SUITE 1602 | BOSTON | MA | 02110 | TRUSTEE | 05 | $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 |
| 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 | $11,580,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $562,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,142,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,142,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,960,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $598,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $598,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,797 | TotalTaxAmt |
| Distributable Before Adj | $594,244 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $594,244 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $594,244 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $513,938 | 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 | $513,938 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $594,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $168,482 | 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 | $513,938 | QualifyingDistributionsAmt |
| Applied To Year1 | $168,482 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $345,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $248,788 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JACQUELINE BOLDUC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MASCONOMET REGIONAL SCHOOL DIST | AddressLine1Txt |
| City | BOXFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172273111 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATIONS MUST BE SUBMITTED BY MAIL. IN ADDITION TO APPLICATION, APPLICANTS MUS SUBMIT OFFICIAL HIGH SCHOOL TRANSCIPTS, SAT RESULTS, EXPECTED FAMILY CONTRIBUTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE GENERALLY DUE THE 1ST BUSINESS DAY IN MARCH. SEE APPLICATION FOR SPECIFIC DEADLINE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS ARE LIMITED TO STUDENTS RESIDING IN THE TOWN OF MIDDLETON, MASSACHUSETTS AND ARE AWARDED ON THE BASIS OF CITIZENSHIP, ACADEMIC PROFICIENCY AND FINANCIAL NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | I | AWARDED TO 5 STUDENTS FOR | $29,662 |
| BOSTON UNIVERSITY | |||||||
| 1 SILBER WAY | BOSTON | MA | 02215 | NONE | I | AWARDED TO 3 STUDENTS FOR | $8,332 |
| ENDICOTT COLLEGE | |||||||
| 376 HALE ST | BEVERLY | MA | 01915 | NONE | I | AWARDED TO 3 STUDENTS FOR | $9,175 |
| QUINNIPIAC UNIVERSITY | |||||||
| 275 MOUNT CARMEL AVENUE | HAMDEN | CT | 06518 | NONE | I | AWARDED TO 1 STUDENTS FOR | $10,000 |
| SAINT ANSELM COLLEGE | |||||||
| 100 SAINT ANSELM DR | MANCHESTER | NH | 03102 | NONE | I | AWARDED TO 2 STUDENTS FOR | $10,000 |
| BUCKNELL UNIVERSITY | |||||||
| 1 DENT AVENUE | LEWISBURG | PA | 17837 | NONE | I | AWARDED TO 1 STUDENTS FOR | $10,000 |
| BRIDGEWATER STATE UNIVERSITY | |||||||
| 131 SUMMER STREET | BRIDGEWATER | MA | 02325 | NONE | I | AWARDED TO 1 STUDENTS FOR | $9,019 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | NONE | I | AWARDED TO 1 STUDENTS FOR | $5,000 |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 016092280 | NONE | I | AWARDED TO 1 STUDENTS FOR | $5,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE ST | NORTH ANDOVER | MA | 01845 | NONE | I | AWARDED TO 1 STUDENTS FOR | $14,477 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 21 HILLSIDE ROAD | STORRS | CT | 06269 | NONE | I | AWARDED TO 1 STUDENTS FOR | $15,000 |
| SALISBURY UNIVERSITY | |||||||
| 1101 CAMDEN AVENUE | SALISBURY | MD | 21801 | NONE | I | AWARDED TO 1 STUDENTS FOR | $7,997 |
| UNIVERSITY OF MASSACHUSETTS - LOWELL | |||||||
| 1 PERKINS ST | LOWELL | MA | 01854 | NONE | I | AWARDED TO 3 STUDENTS FOR | $29,969 |
| UNIVERSITY OF MASSACHUSETTS - AMHERST | |||||||
| 134 HICKS WAY | AMHERST | MA | 010039270 | NONE | I | AWARDED TO 3 STUDENTS FOR | $27,637 |
| UNIVERSITY OF MAINE - ORONO | |||||||
| 168 COLLEGE AVE | ORONO | ME | 04469 | NONE | I | AWARDED TO 1 STUDENTS FOR | $10,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | I | AWARDED TO 1 STUDENTS FOR | $5,000 |
| COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01610 | NONE | I | AWARDED TO 1 STUDENTS FOR | $10,000 |
| SYRACUSE UNIVERSITY | |||||||
| 900 S CROUSE AVE | SYRACUSE | NY | 13244 | NONE | I | AWARDED TO 1 STUDENTS FOR | $10,000 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | I | AWARDED TO 1 STUDENTS FOR | $15,000 |
| EMERSON COLLEGE | |||||||
| 120 BOYLSTON ST | BOSTON | MA | 02116 | NONE | I | AWARDED TO 1 STUDENTS FOR | $5,000 |
| MIDDLETON CONGREGATIONAL CHURCH | |||||||
| 66 MAPLE ST | MIDDLETON | MA | 01949 | NONE | PC | GENERAL SUPPORT | $175,000 |
| UNIVERSITY OF FLORIDA | |||||||
| 903 W UNIVERSITY AVE | GAINSVILLE | FL | 32601 | NONE | I | AWARDED TO 1 STUDENTS FOR | $10,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 600 EMERSON ST | EVANSTON | IL | 60201 | NONE | I | AWARDED TO 1 STUDENTS FOR | $10,000 |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 336061490 | NONE | I | AWARDED TO STUDENTS FOR | $5,000 |
| UNC WILMINGTON | |||||||
| 601 S COLLEGE ROAD | WILMINGTON | NC | 28403 | NONE | I | AWARDED TO STUDENTS FOR | $5,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | I | AWARDED TO STUDENTS FOR | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $456,268 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,920 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,878 | 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 | $133,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC SETTLEMENT PRO | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $381,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,594 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAX PREPARATION FEE | $1,460 | $1,460 |
| ANNUAL ACCOUNTING FEE | $385 | $385 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF CARRYING VALUE | Desc |
| Amt | $157 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC SETTLEMENT PROCEEDS - WELLS FARGO | Desc |
| Revenue And Expenses Per Books | $4,189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,189 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PENOBSCOT MANAGEMENT FEE | $70,340 | $58,340 | $12,000 |
| FIDUCIARY TRUST CO CUSTODY FEE | $6,332 | $6,332 |