THE BIERLY-BOASBERG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE BIERLY-BOASBERG FOUNDATION (EIN 04-6903459)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-11
- IRS object ID
- 202302239349100915
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-11T15:14:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | 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 | 046903459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bierly Boasberg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 6175722532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Bierly | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6175722532 | PhoneNum |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Christopher | PersonFirstNm |
| Person Last | Bierly | 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 | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2023-08-10 | PreparationDt |
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 | $8,142,140 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $616,972 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $135,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $235,348 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $235,348 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $987,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $370,730 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $56,346 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,346 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,198 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $562 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $387,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $387,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $446,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $387,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $541,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $312,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,258 | CashBOYAmt |
| Cash EOY | $48,077 | CashEOYAmt |
| Cash EOYFMV | $48,077 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,423 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,423 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,567,896 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,178,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,779,658 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $98,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $109,847 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $218,982 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,780,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,431,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,142,140 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,780,667 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,431,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,780,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,431,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,780,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,431,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,780,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $541,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $109,624 | OtherIncreasesAmt |
| Subtotal | $8,431,435 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,431,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $498,480 | GrossSalesPriceAmt |
| Cost Or Other Basis | $263,132 | CostOrOtherBasisAmt |
| Gain Or Loss | $235,348 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $235,348 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,348 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,338 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,340 | 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 | $6,340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,002 | OverpaymentAmt |
| Applied To ES Tax | $2,002 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Margaret Boasberg | IndividualWithBooksNm |
| Phone | 6175722532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Christopher Bierly | ||||||||
| 199 Otis Street | Newton | MA | 02465 | Trustee | 1.00 | $0 | $0 | $0 |
| Margaret Boasberg | ||||||||
| 199 Otis Street | Newton | MA | 02465 | Trustee | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 New York Plaza 40th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management Fees | ServiceTypeTxt |
| Compensation | $56,346 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $7,432,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,571,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,571,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,457,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,882 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,882 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,338 | TotalTaxAmt |
| Distributable Before Adj | $368,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $368,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $368,544 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $387,942 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $387,942 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,511 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $6,644 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $78,886 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $130,041 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $387,942 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $368,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,398 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $149,439 | 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 | $44,511 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,644 | ExcessFromYear3Amt |
| Excess From Year2 | $78,886 | ExcessFromYear2Amt |
| Excess From Current Year | $19,398 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christopher Bierly | ContributingManagerNm |
| Contributing Manager | Margaret Boasberg | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Margaret Boasberg | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179653626 | RecipientPhoneNum |
| Form And Info And Materials | Not Applicable | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Not Applicable | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation makes charitable contributions only for charitable, educational, or scientific purposes defined by Sec 501(c)(3) of the Internal Revenue Code. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| American University | |||||||||||
| 4400 Massachusetts Ave NW | Washington | DC | 20016 | n/a | PC | General Support | $5,000 | ||||
| ASPCA | |||||||||||
| 293 2nd Ave | Waltham | MA | 02451 | n/a | PC | General Support | $2,500 | ||||
| Bain Capital Children's Charity | |||||||||||
| John Hancock Tower 200 Clardendon | Boston | MA | 021165021 | n/a | PC | General Support | $15,000 | Street | |||
| Buckingham Browne & Nichols Upper School | |||||||||||
| 80 Gerrys Landing Road | Cambridge | MA | 02138 | n/a | PC | General Support | $75,342 | ||||
| Beyond Batten Disease Foundation | |||||||||||
| 3305 Steck Ave Suite 200 | Austin | TX | 78757 | n/a | PC | General Support | $1,000 | ||||
| Boston Children's Hospital | |||||||||||
| 1295 Boylston Street | Boston | MA | 02215 | n/a | PC | General Support | $5,000 | ||||
| Boys & Girls Club of Boston | |||||||||||
| 200 High Street 3rd Floor | Boston | MA | 02110 | n/a | PC | General Support | $10,434 | ||||
| Brigham & Women's Hospital | |||||||||||
| 75 Francis Street | Boston | MA | 02115 | n/a | PC | General Support | $9,995 | ||||
| Camp Holiday Trails | |||||||||||
| 400 Holiday Trails Lane | Charlottesville | VA | 22903 | n/a | PC | General Support | $10,000 | ||||
| Community Foundation for Nantucket | |||||||||||
| 9 Bayberry Court | Nantucket | MA | 02554 | n/a | PC | General Support | $5,000 | ||||
| Courageous Parents Network | |||||||||||
| 21 Rochester Road | Newton | MA | 02458 | n/a | PC | General Support | $500 | ||||
| Cradles to Crayons | |||||||||||
| 155 North Beacon Street | Brighton | MA | 02135 | n/a | PC | General Support | $5,000 | ||||
| Dian Fossey Gorilla Fund | |||||||||||
| 800 Cherokee Ave SE | Atlanta | GA | 30315 | n/a | PC | General Support | $25,432 | ||||
| Doctors Without Borders | |||||||||||
| 333 7th Avenue | New York | NY | 10001 | n/a | PC | General Support | $10,000 | ||||
| Endeavor Global | |||||||||||
| 900 Broadway | New York | NY | 10003 | n/a | PC | General Support | $7,500 | ||||
| Family Access of Newton | |||||||||||
| 492 Waltham Street | Newton | MA | 02465 | n/a | PC | General Support | $500 | ||||
| Horizons Greater Boston | |||||||||||
| 90 Sandy Valley Road | Dedham | MA | 02026 | n/a | PC | General Support | $500 | ||||
| JDRF | |||||||||||
| 60 Walnut Street 102 | Wellesley | MA | 02481 | n/a | PC | General Support | $100 | ||||
| The Kelly S Brush Foundation | |||||||||||
| 3 Main Street | Burlington | VT | 05401 | n/a | PC | General Support | $200 | ||||
| Mass General Hospital | |||||||||||
| 55 Fruit Street | Boston | MA | 02114 | n/a | PC | General Support | $10,104 | ||||
| McLean Hospital | |||||||||||
| 115 Mill Street | Belmont | MA | 02478 | n/a | PC | General Support | $1,000 | ||||
| Nantucket Antheneum | |||||||||||
| 1 India Street | Nantucket | MA | 02554 | n/a | PC | General Support | $250 | ||||
| Nantucket Conservation Foundation | |||||||||||
| 118 Cliff Road | Nantucket | MA | 02554 | n/a | PC | General Support | $2,500 | ||||
| Nantucket Cottage Hospital | |||||||||||
| 57 Prospect St Unit 1 | Nantucket | MA | 02554 | n/a | PC | General Support | $2,500 | ||||
| Nantucket Safe Harbor for Animals | |||||||||||
| PO Box 2844 | Nantucket | MA | 02584 | n/a | PC | General Support | $2,500 | ||||
| Nathional Cathedral School | |||||||||||
| 3612 Woodley Road | Washington | DC | 20016 | n/a | PC | General Support | $250 | ||||
| Newton-Wellesley Charity Fund | |||||||||||
| 2014 Washington Street | Newton | MA | 02462 | n/a | PC | General Support | $2,500 | ||||
| On the Isle | |||||||||||
| PO Box 756 | Nantucket | MA | 25564 | n/a | PC | General Support | $300 | ||||
| Pan Mass Challenge | |||||||||||
| 77 4th Ave | Needham | MA | 02494 | n/a | PC | General Support | $600 | ||||
| Partners in Health | |||||||||||
| 3rd Floor 888 Commonwealth Ave | Boston | MA | 02215 | n/a | PC | General Support | $25,049 | ||||
| Project Bread - Walk for Hunger | |||||||||||
| 145 Border Street | Boston | MA | 02128 | n/a | PC | General Support | $500 | ||||
| Save the Children | |||||||||||
| 501 Kings Highway E 400 | Fairfield | CT | 06825 | n/a | PC | General Support | $30,171 | ||||
| St Judes Research Hospital | |||||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | n/a | PC | General Support | $1,000 | ||||
| Stanford GSB | |||||||||||
| 655 Knight Way | Stanford | CA | 94305 | n/a | PC | General Support | $500 | ||||
| Cultural Landscape Foundation | |||||||||||
| 1711 Connecticut Ave NW 200 | Washington | DC | 20009 | n/a | PC | General Support | $1,000 | ||||
| The Greater Boston Food Bank | |||||||||||
| 70 South Bay Ave | Boston | MA | 02118 | n/a | PC | General Support | $10,000 | ||||
| The Humane Society | |||||||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | n/a | PC | General Support | $1,200 | ||||
| The New Teacher Project | |||||||||||
| 500 7th Avenue 8th floor | New York | NY | 10018 | n/a | PC | General Support | $5,000 | ||||
| University of Virginia | |||||||||||
| 1300 Jefferson Park Ave | Charlottesville | VA | 22903 | n/a | PC | General Support | $5,000 | ||||
| University of Virginia Fund for the Arts | |||||||||||
| 1300 Jefferson Park Ave | Charlottesville | VA | 22903 | n/a | PC | General Support | $2,500 | ||||
| WBUR | |||||||||||
| 890 Commonwealth Ave | Boston | MA | 02215 | n/a | PC | General Support | $1,000 | ||||
| White Heron Theatre Company | |||||||||||
| 5 N Water Street | Nantucket | MA | 02554 | n/a | PC | General Support | $27,063 | ||||
| Yale Alumni Fund | |||||||||||
| 206 Elm Street | New Haven | CT | 06520 | n/a | PC | General Support | $600 | ||||
| Carroll Center for the Blind | |||||||||||
| 770 Centre Street | Newton | MA | 024582530 | n/a | PC | General Support | $200 | ||||
| Chadtough Defeat DIPG Foundation | |||||||||||
| PO Box 907 | Saline | MI | 48176 | n/a | PC | General Support | $3,000 | ||||
| Comfort Zone Camp | |||||||||||
| 6606 West Board Street Suite 401 | Richmond | VA | 23230 | n/a | PC | General Support | $1,200 | ||||
| Dana Farber Cancer Institute | |||||||||||
| 450 Brookline Avenue BP418 | Boston | MA | 02215 | n/a | PC | General Support | $10,250 | ||||
| Ellis Early Learning | |||||||||||
| 58 Berkely Street | Boston | MA | 02116 | n/a | PC | General Support | $339 | ||||
| Fairwinds | |||||||||||
| 20 Vesper Ln L-1 | Nantucket | MA | 02554 | n/a | PC | General Support | $500 | ||||
| Inky Santa's Toy Drive | |||||||||||
| PO Box 2595 | Nantucket | MA | 02584 | n/a | PC | General Support | $1,000 | ||||
| National Philanthropic Trust | |||||||||||
| 165 Township Line Road Suite 1200 | Jenkintown | PA | 19046 | n/a | PC | General Support | $20,111 | ||||
| Methuen Baseball | |||||||||||
| 41 Pleasant St | Methuen | MA | 01844 | n/a | PC | General Support | $50 | ||||
| Nantucket Historical Association | |||||||||||
| PO Box 1016 | Nantucket | MA | 02554 | n/a | PC | General Support | $125 | ||||
| National Brain Tumor Society | |||||||||||
| 55 Chapel Street No 200 | Newton | MA | 02458 | n/a | PC | General Support | $250 | ||||
| Polish Center for International Aid | |||||||||||
| n/a | NC | General Support | $985 | Ul Solankowa 3 | Warsaw | PL | |||||
| Summits Education | |||||||||||
| 800 Boylston Street No 300 | Boston | MA | 02199 | n/a | PC | General Support | $500 | ||||
| The Bridgespan Group - Day of Service | |||||||||||
| 2 Copley Place No 3700B | Boston | MA | 02116 | n/a | PC | General Support | $250 | ||||
| Theatre Workshop of Nantucket | |||||||||||
| PO Box 1297 | Nantucket | MA | 02554 | n/a | PC | General Support | $14,000 | ||||
| UN Foundation | |||||||||||
| 1750 Pennsylvania Avenue NW Ste 300 | Washington | DC | 20006 | n/a | PC | General Support | $10,000 | ||||
| Wikimedia Foundation | |||||||||||
| PO Box 98204 | Washington | DC | 200908204 | n/a | PC | General Support | $30 | ||||
| Boston Celtics Shamrock Foundation | |||||||||||
| 100 Causeway St 12th Floor | Boston | MA | 02114 | n/a | PC | General Support | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $387,380 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135,382 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $235,348 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $370,730 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $370,730 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Bierly and Margaret Boasberg | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 Otis Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,198,759 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (43 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 240 Shares of FIDELITY 500 INDEX FUND | $36,415 | 2022-03-03 |
| 1 | 242 Shares of ISHARES CORE S&P 500 ETF | $105,921 | 2022-03-03 |
| 1 | 2136 Shares of ISHARES RUSSELL MID-CAP ETF | $162,208 | 2022-03-03 |
| 1 | 120 Shares of ABBVIE INC COM | $19,427 | 2022-04-04 |
| 1 | 193 Shares of CONOCOPHILLIPS | $19,406 | 2022-04-04 |
| 1 | 102 Shares of DOVER CORP | $16,109 | 2022-04-04 |
| 1 | 564 Shares of ISHARES RUSSELL MID-CAP ETF | $44,421 | 2022-04-04 |
| 1 | 218 Shares of Marathon Petroleum Corp | $18,545 | 2022-04-04 |
| 1 | 63 Shares of MCKESSON CORP | $19,263 | 2022-04-04 |
| 1 | 278 Shares of MICROSOFT CORP | $87,562 | 2022-04-04 |
| 1 | 108 Shares of MICROSOFT CORP | $34,017 | 2022-04-04 |
| 1 | 59 Shares of NUCOR CORPORATION | $8,822 | 2022-04-04 |
| 1 | 42 Shares of UNITEDHEALTH GP INC | $21,421 | 2022-04-04 |
| 1 | 23 Shares of UNITEDHEALTH GP INC | $11,730 | 2022-04-04 |
| 1 | 95 Shares of NESTLE SPON ADR REP REG SHR | $11,441 | 2022-07-22 |
| 1 | 583 Shares of AIA GROUP LTD SPON ADR | $23,495 | 2022-07-22 |
| 1 | 257 Shares of AIR LIQUIDE ADR | $6,732 | 2022-07-22 |
| 1 | 30 Shares of AIR LIQUIDE ADR | $786 | 2022-07-22 |
| 1 | 202 Shares of ALPHABET INC CL A | $21,795 | 2022-07-22 |
| 1 | 11 Shares of CHIPOTLE MEXICAN GRILL INC COM | $14,820 | 2022-07-22 |
| 1 | 63 Shares of CONSTELLATION BRANDS INC CL A | $15,270 | 2022-07-22 |
| 1 | 194 Shares of CVS HEALTH CORP COM | $18,248 | 2022-07-22 |
| 1 | 242 Shares of DBS GROUP HOLDINGS LTD SP | $21,644 | 2022-07-22 |
| 1 | 113 Shares of GENUINE PARTS CO | $16,327 | 2022-07-22 |
| 1 | 67 Shares of HERSHEY COMPANY | $14,467 | 2022-07-22 |
| 1 | 1212 Shares of ISHARES RUSSELL MID-CAP ETF | $82,489 | 2022-07-22 |
| 1 | 35 Shares of LINDE PLC | $9,994 | 2022-07-22 |
| 1 | 29 Shares of LINDE PLC | $8,281 | 2022-07-22 |
| 1 | 302 Shares of NEXTERA ENERGY INC | $24,236 | 2022-07-22 |
| 1 | 137 Shares of ALLSTATE CORP | $17,296 | 2022-10-31 |
| 1 | 1968 Shares of BANCO BILBAO VIZ ARG SA ADS | $10,135 | 2022-10-31 |
| 1 | 193 Shares of BRISTOL MYERS SQUIBB CO | $14,952 | 2022-10-31 |
| 1 | 1240 Shares of CAIXABANK UNSPON ADR | $1,327 | 2022-10-31 |
| 1 | 68 Shares of HCA HEALTHCARE INC | $14,788 | 2022-10-31 |
| 1 | 72 Shares of HUBBELL INC | $17,099 | 2022-10-31 |
| 1 | 124 Shares of JPMORGAN CHASE & CO | $15,609 | 2022-10-31 |
| 1 | 78 Shares of JPMORGAN CHASE & CO | $9,819 | 2022-10-31 |
| 1 | 36 Shares of LULULEMON ATHLETICA INC | $11,845 | 2022-10-31 |
| 1 | 289 Shares of METLIFE INCORPORATED | $21,158 | 2022-10-31 |
| 1 | 278 Shares of SPDR S&P 500 ETF TRUST | $107,366 | 2022-10-31 |
| 1 | 163 Shares of TOTALENERGIES SE SPONSORED ADS | $8,928 | 2022-10-31 |
| 1 | 3046 Shares of UNICREDIT SPA-ADR | $18,733 | 2022-10-31 |
| 1 | 109 Shares of UNITED RENTALS INC | $34,412 | 2022-10-31 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid | FormAndLineReferenceDesc |
| Medium Explanation | Organization: Bierly Boasberg FoundationTIN: 04-6903459Tax Year Ended: December 31, 2022Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: February 17, 20222. Description of property: 801 Shares of ICICI Bank Ltd3. Book value: $6,015.12Method for determining book value: Tax Cost4. Fair market value: $15,795.72Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: February 17, 20222. Description of property: 48 Shares of Zoetis Inc Class-A3. Book value: $4,088.59Method for determining book value: Tax Cost4. Fair market value: $9,267.36Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: April 25, 20222. Description of property: 173 Shares of Marathon Petroleum Corp3. Book value: $4,886.67Method for determining book value: Tax Cost4. Fair market value: $14,576.98Method for determining fair market value: Stock Market Quote Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: May 25, 20222. Description of property: 48 Shares of Apple Inc3. Book value: $3,845.64Method for determining book value: Tax Cost4. Fair market value: $6,744.96Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: May 25, 20222. Description of property: 45 Shares of Marathon Petroleum Corp3. Book value: $1,271.10Method for determining book value: Tax Cost4. Fair market value: $4,455.90Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: May 25, 20222. Description of property: 121 Shares of Microsoft Corp 3. Book value: $19,667.35Method for determining book value: Tax Cost4. Fair market value: $31,764.92Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: May 25, 20222. Description of property: 65 Shares of UnitedHealth GP Inc3. Book value: $15,696.99Method for determining book value: Tax Cost4. Fair market value: $32,375.85Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 2, 20222. Description of property: 38 Shares of Microsoft Corp3. Book value: $6,176.52Method for determining book value: Tax Cost4. Fair market value: $10,434.04Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 24, 20222. Description of property: 95 Shares of Microsoft Corp3. Book value: $15,441.31Method for determining book value: Tax Cost4. Fair market value: $25,431.50Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 535 Shares of Banco Bilbao Viz ARG SA ADS3. Book value: $1,618.08Method for determining book value: Tax Cost4. Fair market value: $3,081.60Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 6, 20222. Description of property: 1,433 Shares of Banco Bilbao Viz ARG SA ADS3. Book value: $4,334.02Method for determining book value: Tax Cost4. Fair market value: $8,254.08Method for determining fair market value: Stock Market Quote Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 1, 20222. Description of property: 38 Shares of HCA Healthcare Inc3. Book value: $4,710.58Method for determining book value: Tax Cost4. Fair market value: 9,061.86Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 30 Shares of HCA Healthcare Inc3. Book value: $3,718.88Method for determining book value: Tax Cost4. Fair market value: $7,060.50Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 7 Shares of Lululemon Athletica Inc3. Book value: $1,432.53Method for determining book value: Tax Cost4. Fair market value: $2,667.91Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 6, 20222. Description of property: 5 Shares of Lululemon Athletica Inc3. Book value: $1,023.23Method for determining book value: Tax Cost4. Fair market value: $1,850Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 1, 20222. Description of property: 31 Shares of United Rentals Inc3. Book value: $5,088.35Method for determining book value: Tax Cost4. Fair market value: $11,049.02Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 58 Shares of United Rentals Inc3. Book value: $9,520.14Method for determining book value: Tax Cost4. Fair market value: $20,048.86Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 20 Shares of United Rentals Inc3. Book value: $3,282.81Method for determining book value: Tax Cost4. Fair market value: $6,913.40Method for determining fair market value: Stock Market Q | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 46 Shares of ADOBE INC (ADBE) | $10,923 | $18,577 |
| 202 Shares of Alphabet Inc CL A (Googl) | $15,245 | $17,822 |
| 42 Shares of HOME DEPOT INC (HD) | $7,674 | $13,266 |
| 64 Shares of MICROSOFT CORP (MSFT) | $10,403 | $15,348 |
| 7268 Shares of ISHARES BARCLAYS 1-3 YR TSY BD (SHY) | $628,827 | $589,944 |
| 2481 Shares of ISHARES CORE S&P 500 ETF (IVV) | $814,602 | $953,225 |
| 14705 Shares of ISHARES MSCI EAFE ETF (EFA) | $1,168,753 | $965,236 |
| 5665 Shares of ISHARES MSCI EMERGING MKTS ETF (EEM) | $305,984 | $214,704 |
| 2077 Shares of ISHARES RUSSELL 2000 GRWTH ETF (IWO) | $606,145 | $445,558 |
| 3157 Shares of ISHARES RUSSELL 2000 VALUE ETF (IWN) | $503,894 | $437,781 |
| 5427 Shares of ISHARES RUSSELL MIDCAP G ETF (IWP) | $565,957 | $453,698 |
| 4299 Shares of ISHARES RUSSELL MIDCAP V ETF (IWS) | $475,553 | $452,857 |
| 16332 Shares of ISHARES S&P 500 GRWTH ETF (IVW) | $1,132,393 | $955,423 |
| 7320 Shares of ISHARES S&P 500 VAL ETF (IVE) | $1,047,695 | $1,061,912 |
| 4842 Shares of PIMCO ENHANCED SHRT MTRT EXC (MINT) | $489,889 | $477,663 |
| 738 Shares of SPDR S&P 500 ETF TRUST (SPY) | $154,144 | $282,233 |
| 193 Shares of Bristol Myers Squibb Co (BMY) | $9,342 | $13,886 |
| 1240 Shares of Caixabank Unspon ADR (CAIXY) | $793 | $1,619 |
| 67 Shares of Hersey Company (HSY) | $8,667 | $15,515 |
| 72 Shares of Hubbell Inc (HUBB) | $11,193 | $16,897 |
| 202 Shares of JPMorgan Chase & CO (JPM) | $15,593 | $27,088 |
| 24 Shares of Lululemon Athletica Inc (LULU) | $5,039 | $7,689 |
| 289 Shares of Metlife Incorporated (MET) | $12,064 | $20,915 |
| 302 Shares of Nextera Energy Inc (NEE) | $14,312 | $25,247 |
| 163 Shares of Totalenergies SE Sponsored ADS (TTE) | $5,628 | $10,119 |
| 3016 Shares of Unicredit SPA-ADR (UNCRY) | $11,331 | $21,572 |
| 3912 Shares of Ishares Russell Mid-Cap ETF (IWR) | $146,045 | $263,864 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1645 Shares of FIDELITY 500 INDEX FUND (FXAIX) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $109,847 | BookValueAmt |
| EOYFMV | $218,982 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $72 | $72 | $0 |
| Filing Fees | $250 | $0 | $250 |
| Miscellaneous Expense | $312 | $0 | $312 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains on Donated Securities | Desc |
| Amt | $109,624 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $56,346 | Amt |
| Net Investment Income | $56,346 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $2,198 | Amt |
| Net Investment Income | $2,198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |