ROBERT & HELEN HARDMAN FAMILY FUND TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & HELEN HARDMAN FAMILY FUND TRUST (EIN 04-6744637)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202521269349101737
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T12:02:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046744637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT & HELEN HARDMAN FAMILY FUND | BusinessNameLine1Txt |
| Business Name Line2 | #95-290240 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY E DEMPZE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANH H VO | PreparerPersonNm |
| PTIN | P00163582 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,417,788 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $109,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $938,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,701 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,074 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $390,960 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,339 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,678 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,494 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,184 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $19,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,100 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,842 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,993 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,993 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $292,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,842 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $335,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $271,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,086 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,153,123 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,253,498 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,268,493 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,628,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,776,435 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,025,209 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,053,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,154,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,417,788 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,249,813 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,249,813 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$196,066 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$95,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,053,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,154,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,053,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,154,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,053,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,797 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,475 | OtherIncreasesAmt |
| Subtotal | $3,154,019 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,154,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150. MEDTRONIC PLC | P | 2023-10-17 | 2024-07-29 | $12,020 | $10,877 | $1,143 | $1,143 |
| 100000. UNITED STATES TREAS SER T-2023 | P | 2022-07-22 | 2024-01-02 | $100,000 | $100,000 | $0 | $0 |
| 250. COLGATE PALMOLIVE CO | P | 2016-12-29 | 2024-02-01 | $21,456 | $13,538 | $7,918 | $7,918 |
| 300. NOVARTIS AG ADR | P | 2018-10-24 | 2024-02-01 | $31,614 | $20,875 | $10,739 | $10,739 |
| 100. ADVANCED MICRO DEVICES INC | P | 2020-04-22 | 2024-06-27 | $15,977 | $5,165 | $10,812 | $10,812 |
| 70. ANALOG DEVICES, INC. | P | 2017-11-03 | 2024-06-27 | $15,897 | $6,401 | $9,496 | $9,496 |
| 550. NIKE INC CL B COM | P | 2022-10-19 | 2024-06-27 | $51,875 | $57,776 | -$5,901 | -$5,901 |
| 450. NVIDIA CORP | P | 2022-04-26 | 2024-06-27 | $55,767 | $8,502 | $47,265 | $47,265 |
| 125. PROCTER & GAMBLE CO | P | 2016-12-29 | 2024-06-27 | $20,764 | $10,537 | $10,227 | $10,227 |
| 100000. UNITED STATES TREAS SER BD-2024 | P | 2022-10-21 | 2024-07-01 | $100,000 | $100,000 | $0 | $0 |
| 50000. GLOUCESTER MA REF 4.00% 07/15/2024 | P | 2016-12-29 | 2024-07-15 | $50,000 | $50,000 | $0 | $0 |
| 53. ANALOG DEVICES, INC. | P | 2018-04-26 | 2024-07-29 | $12,092 | $4,716 | $7,376 | $7,376 |
| 250. NVIDIA CORP | P | 2022-07-18 | 2024-07-29 | $27,951 | $4,582 | $23,369 | $23,369 |
| 600. MEDTRONIC PLC | P | 2023-04-18 | 2024-07-29 | $48,079 | $55,530 | -$7,451 | -$7,451 |
| 100000. US TREASURY NOTE 1.50% 09/30/2024 | P | 2021-01-29 | 2024-09-30 | $100,000 | $100,000 | $0 | $0 |
| 250. NVIDIA CORP | P | 2022-07-18 | 2024-10-15 | $32,687 | $4,019 | $28,668 | $28,668 |
| 200. RTX CORPORATION COM | P | 2020-04-22 | 2024-10-15 | $25,077 | $13,853 | $11,224 | $11,224 |
| 365. CVS CORP COMMON | P | 2010-10-27 | 2024-02-01 | $26,990 | $10,567 | $16,423 | $16,423 |
| 100. NOVARTIS AG ADR | P | 2008-07-23 | 2024-02-01 | $10,538 | $4,764 | $5,774 | $5,774 |
| 100. UNION PACIFIC CORP | P | 2016-12-29 | 2024-02-01 | $24,887 | $10,462 | $14,425 | $14,425 |
| 50. AUTOMATIC DATA PROCESSING | P | 2016-12-29 | 2024-06-27 | $11,844 | $5,171 | $6,673 | $6,673 |
| 150. CANADIAN NATIONAL RAILWAY CO | P | 2016-12-29 | 2024-06-27 | $17,520 | $10,193 | $7,327 | $7,327 |
| 350. NOVARTIS AG ADR | P | 2008-07-23 | 2024-06-27 | $37,235 | $16,094 | $21,141 | $21,141 |
| 140. UNION PACIFIC CORP | P | 2016-12-29 | 2024-07-29 | $33,950 | $14,647 | $19,303 | $19,303 |
| 70. ABBVIE INC COM | P | 2016-12-29 | 2024-10-15 | $13,427 | $4,391 | $9,036 | $9,036 |
| 100. APTARGROUP INC | P | 2016-12-29 | 2024-10-15 | $16,861 | $7,372 | $9,489 | $9,489 |
| 51. BERKSHIRE HATHAWAY INC DEL CL B NEW COM | P | 2016-12-29 | 2024-10-15 | $23,576 | $8,351 | $15,225 | $15,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,701 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,074 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,074 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,589 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET BOSTON MA | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ELISABETH HARDMAN RIX | |||||||||
| 118 COMSTOCK ROAD | WOODSIDE | CA | 94062 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| ROBERT HARDMAN | |||||||||
| 45 GLENDALE ROAD | BELMONT | MA | 02478 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| NANCY E DEMPZE | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $14,339 | $0 | $0 | STREET |
| SARAH M WAELCHLI | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $14,339 | $0 | $0 | STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,132,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,526 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,452,376 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,452,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,786 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,370,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,663 | TotalTaxAmt |
| Distributable Before Adj | $263,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,867 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $239,247 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $234,994 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,247 | QualifyingDistributionsAmt |
| Applied To Year1 | $234,994 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,253 | 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 | $259,614 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU - AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 1 CENTER PLZ STE 800 | BOSTON | ME | 02108 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $21,031 | |
| BERKSHIRE NATURAL RESOURCES COUNCIL | ||||||||
| 20 BANK ROW | PITTSFIELD | MA | 01201 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | ||||||||
| 800 N MAIN STREET | SHEFFIELD | MA | 01257 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| BIAMA BRAIN INJURY ASSOCIATION OF MASSACHUSETTS | ||||||||
| 30 LYMAN STREET SUITE 10 | WESTBOROUGH | MA | 01581 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| BIONEERS | ||||||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $9,000 | |
| BOSTON LIVING CENTER | ||||||||
| 29 STANHOPE STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $16,700 | |
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||||
| PO BOX 95216 | NEWTON | MA | 02495 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $87,831 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $17,300 | |
| GLOBAL FUND FOR WOMEN | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| HOUSATONIC RIVER INITIATIVE INC | ||||||||
| PO BOX 321 | LENOX DALE | MA | 01242 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MADRE | ||||||||
| 121 WEST 27TH STREET 301 | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYSTON ST STE 300 | BOSTON | MA | 02199 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| PIE RANCH | ||||||||
| 2080 CA-1 | PESCADERO | CA | 94060 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | FLOOR |
| PUENTE DE LA COSTA SUR | ||||||||
| 620 NORTH ST | PESCADERO | CA | 94060 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $9,331 | |
| THE GAY & LESBIAN REVIEW | ||||||||
| PO BOX 180300 | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,200 | |
| THE GREATER BOSTON FOOD BANK | ||||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $11,100 | |
| URGENT ACTION FUND | ||||||||
| 2601 BLANDING AVE SUITE C155 | ALAMEDA | CA | 94501 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| VOLUNTEEERS IN MEDICINE | ||||||||
| 777 MAIN STREET SUITE 4 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,993 | 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 | $109,185 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,701 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $390,960 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $390,960 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1050 ABBOTT LABS | $37,958 | $118,766 |
| 300 ABBVIE | $18,818 | $53,310 |
| 934 ADVANCED MICRO DEVICES | $38,255 | $112,818 |
| 1220 ALPHABET INC CL A | $51,252 | $230,946 |
| 790 AMAZON.COM | $83,851 | $173,318 |
| 700 ANALOG DEVICES | $55,160 | $148,722 |
| 800 APPLE | $21,732 | $200,336 |
| 900 APTARGROUP | $48,830 | $141,390 |
| 550 AUTOMATIC DATA PROCESSING | $39,544 | $161,002 |
| 1300 BALL CORP | $80,507 | $71,669 |
| 325 BECTON DICKINSON | $78,634 | $73,733 |
| 275 BERKSHIRE HATHAWAY CL B | $45,029 | $124,652 |
| 1050 CANADIAN NATL RAILWAY | $40,771 | $106,586 |
| 1400 CARRIER GLOBAL | $90,594 | $95,564 |
| 550 DANAHER CORP | $45,729 | $126,253 |
| 825 FISERV | $37,864 | $169,472 |
| 280 HOME DEPOT | $58,403 | $108,917 |
| 750 JOHNSON AND JOHNSON | $62,795 | $108,465 |
| 350 MASTERCARD | $52,234 | $184,300 |
| 700 MCCORMICK & CO | $51,212 | $53,368 |
| 440 MICROSOFT | $27,674 | $185,460 |
| 1077 NESTLE SA ADR | $58,457 | $87,991 |
| 1700 NVIDIA CORP | $24,242 | $228,293 |
| 825 PROCTER & GAMBLE | $44,105 | $138,311 |
| 400 ROCKWELL AUTOMATION | $94,372 | $114,316 |
| 1200 RTX CORPORATION | $72,125 | $138,864 |
| 100 SALESFORCE.COM | $28,852 | $33,433 |
| 2120 SCHNEIDER ELEC SA ADR | $86,221 | $105,237 |
| 1100 TJX COS | $61,465 | $132,891 |
| 260 UNITEDHEALTH GROUP | $91,800 | $131,524 |
| 180 VERTEX PHARMACEUTICALS | $87,309 | $72,486 |
| 800 XYLEM INC | $60,641 | $92,816 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,193,224 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,208,394 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $60,274 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $60,099 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMM OF MA - PC ANNUAL REPORT FILING FEE | $70 | $0 | $70 |
| MISC EXP | $122 | $122 | $0 |
| HEMENWAY & BARNES TAX PREP FEE | $8,007 | $8,007 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX - OVERPAYMENT APPLIED | Desc |
| Revenue And Expenses Per Books | $2,074 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,074 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX ADJUSTMENT | Desc |
| Amt | $1,475 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES - INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,119 | Amt |
| Net Investment Income | $19,119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX - OVERPAYMENT APPLIED | $2,074 | $0 | $0 |
| FOREIGN TAX WITHHELD ON FOREIGN DIVIDENDS | $2,100 | $2,100 | $0 |