DOLLIVER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOLLIVER FAMILY FOUNDATION INC (EIN 82-2871718)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202521329349100732
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T07:48:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061092709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBLATT BOKOFF LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 WEST MAIN STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | 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 | 822871718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOLLIVER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOLL | BusinessNameControlTxt |
| Phone | 8606048339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 PARK LN | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY DOLLIVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8606048339 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | BRAD OATLEY | PreparerPersonNm |
| PTIN | P01958089 | PTIN |
| Phone | 8608865108 | PhoneNum |
| Preparation | 2025-05-08 | 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 | $176,297 | 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 | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,811 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,155 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,981 | 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 |
| Legal Fees Rev And Expnss | $498 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $249 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $249 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $837 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,426 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,426 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $524 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $262 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $262 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,658 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,658 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,946 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,690 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $146,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,728 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $172,607 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $152,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $176,297 | 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 | $152,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $148,418 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $152,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $152,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $152,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $148,418 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,831 | $7,212 | $619 | $619 | |
| PUBLICLY TRADED SECURITIES | $34,661 | $32,138 | $2,523 | $2,523 | |
| CAPITAL GAINS DIVIDENDS | $13 | $13 | $13 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,155 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $58 | 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 | CT | OrgReportOrRegisterStateCd |
| 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 | GOLDBLATT BOKOFF LLC | IndividualWithBooksNm |
| Phone | 8608865108 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 WEST MAIN STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT DOLLIVER | ||||||||
| 167 PARK LN | CONCORD | MA | 01742 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KIMBERLY DOLLIVER | ||||||||
| 167 PARK LN | CONCORD | MA | 01742 | TRUSTEE | 0.50 | $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 | $172,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $177,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $177,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $174,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58 | TotalTaxAmt |
| Distributable Before Adj | $8,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,686 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,686 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,006 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,006 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,027 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,689 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,004 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,519 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $745 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,984 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,006 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,006 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $680 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $680 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,304 | 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 | $3,347 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,957 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,689 | ExcessFromYear4Amt |
| Excess From Year3 | $2,004 | ExcessFromYear3Amt |
| Excess From Year2 | $4,519 | ExcessFromYear2Amt |
| Excess From Year1 | $745 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KIMBERLY DOLLIVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $250 | |||
| AMERICAN INTERNATIONAL COLLEGE | ||||||||||
| 1000 STATE STREET | SPRINGFIELD | MA | 01109 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $200 | |||
| DANA FARBER CANCER INSTITUTE INC | ||||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | KICKS FOR CANCER | $80 | |||
| PEDIATRIC BRAIN TUMOR FOUNDATION OF THE UNITED STATES INC | ||||||||||
| 302 RIDGEFIELD CT | ASHEVILLE | NC | 28806 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $500 | |||
| THE MIGHTY MOOSE FOUNDATION INC | ||||||||||
| 83 NASHOBA RD | CONCORD | MA | 01742 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $1,193 | |||
| TRINITY COLLEGE | ||||||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | NONE | PC | SUPPORT FOR BASEBALL PROGRAM | $1,000 | |||
| WILLARD PARENT TEACHER GROUP | ||||||||||
| 185 POWDER MILL RD | CONCORD | MA | 01742 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $30 | |||
| YALE NEW HAVEN HOSPITAL | ||||||||||
| 20 YORK ST | NEW HAVEN | CT | 06504 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $500 | |||
| WILLIAM'S BE YOURSELF CHALLENGE | ||||||||||
| 105 CAPTAIN WILSON LN | CARLISLE | MA | 01741 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $200 | |||
| CONCORD CARLISLE YOUTH BASEBALL INC | ||||||||||
| PO BOX 521 | CONCORD | MA | 01742 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $105 | |||
| POTCAKE PLACE K9 RESCUE | ||||||||||
| NONE | PC | UNRESTRICTED GENERAL SUPPORT | $750 | 40 SALTMILLS PLAZA | TK | TKCA 1ZZ | ||||
| AIDS ORPHAN CARE | ||||||||||
| 11 MILTON RD | BARRINGTON | RI | 02806 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $250 | |||
| A SHOT FOR LIFE INC | ||||||||||
| 80 POPLAR ST | WATERTOWN | MA | 02472 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $500 | |||
| SHANNON DOLE | ||||||||||
| 85 CHARLES ST APT 3 | WALTHAM | MA | 02453 | NONE | I | SUPPORT FOR MEDICAL EXPENSES | $100 | |||
| PORSCHA WILLIAMS | ||||||||||
| 25 PEMBROKE AVE | NORWICH | CT | 06360 | NONE | I | SUPPORT FOR FUNERAL EXPENSES & FUNDS FOR CHILDREN | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,658 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,811 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,981 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,981 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $837 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40 SH ALPHABET INC CL A | $2,818 | $7,572 |
| 14 SH AON PLC CL A | $4,002 | $5,028 |
| 12 SH ACCENTURE PLC IRELAND CL A NEW | $3,722 | $4,221 |
| 9 SH EATON CORP PLC | $1,362 | $2,987 |
| 13 SH CHUBB LTD | $2,600 | $3,592 |
| 12 SH NXP SEMICONDUCTORS N V | $2,328 | $2,494 |
| 13 SH AMERICAN EXPRESS CO | $2,031 | $3,858 |
| 23 SH CIGNA CORP NEW | $5,718 | $6,351 |
| 52 SH CONOCOPHILLIPS | $4,852 | $5,157 |
| 23 SH DIAGEO PLC NEW SPON ADR | $3,869 | $2,924 |
| 85 SH DOMINION ENERGY INC | $5,495 | $4,578 |
| 43 SH DUKE ENERGY CORP NEW | $4,166 | $4,417 |
| 15 SH GENERAL DYNAMICS CORP | $3,360 | $3,952 |
| 12 SH ILLINOIS TOOL WORKS INC | $2,799 | $3,043 |
| 32 SH JPMORGAN CHASE & CO | $4,526 | $7,671 |
| 28 SH JOHNSON & JOHNSON | $4,573 | $4,049 |
| 3 SH KLA CORP | $1,016 | $1,890 |
| 26 SH KKR & CO INC | $1,547 | $3,846 |
| 14 SH LOWES COMPANIES INC | $3,091 | $3,455 |
| 17 SH MARSH & MCLENNAN COS INC | $2,709 | $3,611 |
| 13 SH MARRIOTT INTL INC NEW CL A | $2,241 | $3,626 |
| 11 SH MCKESSON CORP | $3,136 | $6,269 |
| 38 SH MORGAN STANLEY | $3,582 | $4,777 |
| 38 SH NASDAQ INC | $2,196 | $2,938 |
| 30 SH NESTLE S A SPON ADR REPSTG REG SHS | $3,875 | $2,451 |
| 24 SH PEPSICO INC | $3,994 | $3,649 |
| 135 SH PFIZER INC | $5,016 | $3,582 |
| 29 SH PROGRESSIVE CORP OH | $3,110 | $6,949 |
| 39 SH PROLOGIS INC | $4,560 | $4,122 |
| 52 SH SOUTHERN COMPANY | $3,547 | $4,281 |
| 14 SH TARGET CORP | $1,908 | $1,893 |
| 17 SH UNION PACIFIC CORP | $4,208 | $3,877 |
| 21 SH ABBVIE INC | $3,172 | $3,732 |
| 20 SH ANALOG DEVICES INC | $3,334 | $4,249 |
| 44 SH CITIGROUP INC | $2,201 | $3,097 |
| 133 SH KENVUE INC | $3,030 | $2,840 |
| 44 SH PACCAR INC | $4,110 | $4,577 |
| 33 SH RTX CORP | $2,708 | $3,819 |
| 40 SH ABBOT LABORATORIES | $4,232 | $4,525 |
| 25 SH BOEING CO | $4,910 | $4,425 |
| 51 SH EXXON MOBIL CORP | $5,807 | $5,486 |
| 46 SH MONDELEZ INTL | $3,267 | $2,747 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $498 | LegalFeesAmt |
| Net Investment Income | $249 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $249 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FILING FEES | $191 | $95 | $96 |
| BANK CHARGES | $49 | $24 | $25 |
| ANNUAL RECORDS SERVICE | $119 | $60 | $59 |
| DONATION BOXES | $115 | $58 | $57 |
| CT SECRETARY OF STATE FEE | $50 | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,426 | Amt |
| Net Investment Income | $1,426 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $42 | $42 | $0 |
| FEDERAL EXCISE TAX | $17 | $0 | $0 |