HIDDEN SPRING FOUNDATION TR AGREEMENT: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HIDDEN SPRING FOUNDATION TR AGREEMENT (EIN 27-6367116)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-09-19
- IRS object ID
- 202302629349101305
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-19T12:17:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042462620 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADIA MANAGEMENT COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET SUITE 402 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276367116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIDDEN SPRING FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ACADIA MGMT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIDD | BusinessNameControlTxt |
| Phone | 6174265755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET 402 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Wheatland Fisher | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6174265755 | PhoneNum |
| Signature | 2023-09-19 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sarah | PersonFirstNm |
| Person Last | Wheatland Fisher | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle Fraioli | PreparerPersonNm |
| PTIN | P01381961 | PTIN |
| Phone | 6174265755 | PhoneNum |
| Preparation | 2023-09-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,737,188 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,674 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,674 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $470,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,846 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,826 | 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 |
| Accounting Fees Rev And Expnss | $9,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,260 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $616 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,914 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $160,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $54,795 | CashEOYAmt |
| Cash EOYFMV | $54,795 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,420 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $700,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $975,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,503,012 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $243,751 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $122,710 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $124,486 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,655 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,475 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,043,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,204,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,737,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,059,701 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,059,701 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$16,301 | RetainedEarningBOYAmt |
| Retained Earning EOY | $144,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,043,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,204,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,043,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,204,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,043,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $160,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,204,072 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,204,072 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50.000 SHARES FORTINET | 2019-09-20 | 2021-12-20 | $16,535 | $3,936 | $12,599 | $12,599 | |
| 35000.00 SHS KRAFT HEINZ | 2020-08-27 | 2021-05-03 | $37,589 | $37,727 | -$138 | -$138 | P |
| 75.00 SHS F5 INC | 2019-09-20 | 2021-02-04 | $14,853 | $10,300 | $4,552 | $4,552 | P |
| 150.00 SHS TRIMBLE | 2015-02-04 | 2021-02-04 | $10,727 | $3,781 | $6,946 | $6,946 | P |
| 40000.00 SHS MARRIOTT INTL | 2018-02-06 | 2021-03-01 | $40,000 | $40,188 | -$188 | -$188 | P |
| 40000.00 SHS AMERICAN EXPRESS | 2018-10-25 | 2021-04-16 | $40,000 | $39,965 | $35 | $35 | P |
| 40.00 SHS ANSYS INC | 2016-11-04 | 2021-08-17 | $14,236 | $3,359 | $10,877 | $10,877 | P |
| 5.00 SHS ORGANON | 2020-08-11 | 2021-08-17 | $177 | $191 | -$15 | -$15 | P |
| 15.00 SHS ORGANON | 2011-01-26 | 2021-08-17 | $530 | $235 | $294 | $294 | P |
| 10.00 SHS ANSYS INC COM | 2016-11-04 | 2021-09-03 | $3,705 | $840 | $2,866 | $2,866 | P |
| 200.00 SHS ASPEN TECH | 2020-08-11 | 2021-09-03 | $26,413 | $20,010 | $6,403 | $6,403 | P |
| 150.00 SHS ASPEN TECH | 2020-07-27 | 2021-09-03 | $19,810 | $14,616 | $5,194 | $5,194 | P |
| 100.00 SHS DUPONT | 2019-05-13 | 2021-09-03 | $7,206 | $6,660 | $546 | $546 | P |
| 250.00 SHS DUPONT | 2020-01-24 | 2021-09-03 | $18,015 | $14,889 | $3,126 | $3,126 | P |
| 200.00 SHS DUPONT | 2011-09-29 | 2021-09-03 | $14,412 | $7,281 | $7,131 | $7,131 | P |
| 50.00 SHS TRIMBLE | 2015-02-04 | 2021-09-03 | $4,782 | $1,260 | $3,522 | $3,522 | P |
| 450.00 SHS TRIMBLE | 2015-09-18 | 2021-09-03 | $43,042 | $7,873 | $35,170 | $35,170 | P |
| 800.00 SHS WEYERHAEUSER | 2019-02-04 | 2021-09-03 | $28,962 | $20,848 | $8,114 | $8,114 | P |
| 400.00 SHS WEYERHAEUSER CO | 2019-05-13 | 2021-09-03 | $14,481 | $10,046 | $4,435 | $4,435 | P |
| 50.00 SHS FORTINET | 2019-09-20 | 2021-10-18 | $16,226 | $3,936 | $12,290 | $12,290 | P |
| 24.1842 SHS VIATRIS | 2010-10-06 | 2021-02-04 | $436 | $176 | $260 | $260 | P |
| 24.8158 SHS VIATRIS | 2010-06-03 | 2021-02-04 | $447 | $160 | $287 | $287 | P |
| 10.00 SHS ORGANON | 2010-10-06 | 2021-08-17 | $353 | $174 | $179 | $179 | P |
| 15.00 SHS ORGANON | 2010-06-03 | 2021-08-17 | $530 | $243 | $287 | $287 | P |
| 200.00 SHS PFIZER INC | 2010-10-06 | 2021-08-17 | $9,920 | $3,269 | $6,651 | $6,651 | P |
| 200.00 SHS PFIZER INC | 2010-06-03 | 2021-08-17 | $9,920 | $2,902 | $7,019 | $7,019 | P |
| 100.00 SHS ACCENTURE | 2010-10-06 | 2021-08-17 | $32,790 | $4,540 | $28,250 | $28,250 | P |
| 250.00 SHS HERSHEY CO | 2010-02-18 | 2021-10-18 | $44,786 | $9,647 | $35,139 | $35,139 | P |
| Capital Gains Dividends | $15 | $15 | $15 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,846 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $778 | 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 | $778 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,491 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | ACADIA MANAGEMENT CO INC | IndividualWithBooksNm |
| Phone | 6174265755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET STE 402 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SARAH W FISHER | ||||||||
| 45 SCHOOL STREET STE 402 | BOSTON | MA | 02108 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID J A FISHER | ||||||||
| 45 SCHOOL STREET STE 402 | BOSTON | MA | 02108 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THEA P C FISHER | ||||||||
| 45 SCHOOL STREET STE 402 | BOSTON | MA | 02108 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| C T OTTO W FISHER | ||||||||
| 45 SCHOOL STREET STE 402 | BOSTON | MA | 02108 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,454,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $167,231 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,672,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,672,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,647,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,269 | TotalTaxAmt |
| Distributable Before Adj | $79,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,092 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,289 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,952 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,289 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,952 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,952 | 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 | $59,894 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRUSTEES HIDDEN SPRING FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET STE 402 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174265755 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS SHOULD SUBMIT A BRIEF STATEMENT OF THEIR PURPOSE, OBJECTIVES, AND ACTIVITIES. A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER UNDER IRS SECTION 501(C)(3) MUST BE SUBMITTED WITH APPLICATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS THAT THE DONOR AND MEMBERS OF THEIR FAMILY HAVE HISTORICALLY SUPPORTED, AS WELL AS REFERRALS MADE BY FAMILY MEMBERS. TO THE EXTENT THAT FUNDS ARE AVAILABLE, APPLICATIONS FROM OTHER ORGANIZATIONS ARE CONSIDERED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ARMENIAN INTERNATIONAL DENTAL ASSOCIATION | |||||
| 1842 BEACON STREET | BROOKLINE | MA | 02445 | FOR GENERAL USE BY CHARITY | $1,500 |
| BELMONT HILL SCHOOL | |||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | FOR GENERAL USE BY CHARITY | $1,500 |
| CENTER FOR POLICING EQUITY | |||||
| 1925 CENTURY PARK EAST 1700 | LOS ANGELES | CA | 90067 | GENERAL USE BY THE CHARITY | $3,000 |
| CHARLES RIVER EPISCOPAL CO-HOUSING ENDEAVOR | |||||
| 77 WACHUSETT STREET | BOSTON | MA | 02130 | FOR GENERAL USE BY THE CHARITY | $2,000 |
| CHURCH OF REDEEMER | |||||
| 698 TOTTEN WAY | CINCINNATI | OH | 45226 | FOR GENERAL USE BY CHARITY | $5,262 |
| ECCLESIA MINISTRIES | |||||
| PO BOX 51003 | BOSTON | MA | 02205 | FOR COMMON CATHEDRAL | $15,470 |
| EMMANUEL CHURCH | |||||
| 15 NEWBURY STREET | BOSTON | MA | 02116 | FOR GENERAL USE BY CHARITY | $1,500 |
| EPIPHANY SCHOOL | |||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | FOR GENERAL USE BY CHARITY | $8,524 |
| GROTON SCHOOL | |||||
| PO BOX 991 | GROTON | MA | 01450 | FOR GENERAL USE BY CHARITY | $4,349 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | |||||
| 2 BOYLSTON ST 3RD FLOOR | BOSTON | MA | 02116 | FOR GENERAL USE BY THE CHARITY FOR THE BENEFIT OF AFGHAN REFUGEES | $5,000 |
| PEABODY ESSEX MUSEUM | |||||
| EAST INDIA SQUARE | SALEM | MA | 01970 | RICHARD WHEATLAND II FUND | $6,524 |
| PLANNED PARENTHOOD LEAGUE OF MASS | |||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | FOR GENERAL USE BY CHARITY | $4,349 |
| PROJECT PLACE | |||||
| 1145 WASHINGTON ST | BOSTON | MA | 02118 | FOR GENERAL USE BY THE CHARITY | $1,000 |
| SORRENTO PUBLIC LIBRARY CORPORATION | |||||
| PO BOX 54 | SORRENTO | ME | 04677 | FOR GENERAL USE BY THE CHARITY | $2,262 |
| THE CATHEDRAL CHURCH OF SAINT PAUL | |||||
| 138 TREMONT STREET | BOSTON | MA | 02111 | FOR GENERAL USE BY CHARITY | $500 |
| TRANSITION HOUSE | |||||
| PO BOX 392016 | CAMBRIDGE | MA | 02139 | FOR GENERAL USE BY THE CHARITY | $1,000 |
| TRUSTEES OF THE RESERVATIONS | |||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | FOR GENERAL USE BY CHARITY, IN MEMORY OF RICHARD WHEATLAND II | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,240 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,674 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,306 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $201,846 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $235,826 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,826 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 4 | nOT APPLICABLE |
| 8 | nOT APPLICABLE |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE | $7,769 | $0 | $7,769 |
| TAX PREPARATION | $1,000 | $0 | $1,000 |
| INVESTMENT ADVISOR FEE | $491 | $0 | $491 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $122,710 | EOYBookValueAmt |
| EOYFMV | $124,486 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $975,492 | EOYBookValueAmt |
| EOYFMV | $1,503,012 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN TOWER CORP NEW COM | AT COST | $16,317 | $20,475 |
| MISC. | AT COST | $338 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS FILING FEE | $35 | $0 | $35 |
| ADR FEES | $3 | $3 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $616 | Amt |
| Net Investment Income | $616 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |