BROMLEY CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BROMLEY CHARITABLE TR (EIN 04-3237138)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202313179349100856
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T07:50:19-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042815899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST INVESTMENT MANAGEMENT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH ST STE 1000 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102301 | 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 | 043237138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROMLEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROM | BusinessNameControlTxt |
| Phone | 6175233588 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUNCAN M MCFARLAND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175233588 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DUNCAN | PersonFirstNm |
| Person Last | MCFARLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER HARRIS | PreparerPersonNm |
| PTIN | P00292395 | PTIN |
| Phone | 6175233588 | PhoneNum |
| Preparation | 2023-11-03 | 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 | $15,417,923 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $115,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,783 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $682,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,837 | 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 | $75,859 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $75,859 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $133,885 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,885 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,792 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,292 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $714 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $714 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,179 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $352,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $135,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,752 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,648,404 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,648,404 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,000,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $135,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,782,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,317,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,573 | CashBOYAmt |
| Cash EOY | $100,588 | CashEOYAmt |
| Cash EOYFMV | $100,588 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,757,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,126 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $242,126 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,566,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,569,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,078,602 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $8,533,447 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $8,378,877 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $8,533,447 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,533,447 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,084,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,084,777 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,463,160 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,855,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,529,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,417,923 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,985 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,215 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,215 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,251,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,251,801 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,591,734 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,273,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,843,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,525,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,855,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,529,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,843,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,317,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,525,757 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,525,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $67,783 | GrossSalesPriceAmt |
| Gain Or Loss | $67,783 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $67,783 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,783 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,843 | 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 | $25,843 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,181 | OverpaymentAmt |
| Applied To ES Tax | $25,181 | 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 | DUNCAN MCFARLAND | IndividualWithBooksNm |
| Phone | 6175233588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | 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 |
|---|---|---|---|---|---|---|---|---|
| DUNCAN MCFARLAND | ||||||||
| 299 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN B MCFARLAND | ||||||||
| 299 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY E DEMPZE | ||||||||
| HEMENWAY BARNES - 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALICE FARMER | ||||||||
| 1213 N STREET NW UNIT A | WASHINGTON | DC | 20005 | 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 | $6,703,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,444,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,148,440 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,148,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,026,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,311 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,311 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $662 | TotalTaxAmt |
| Distributable Before Adj | $400,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $400,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $400,649 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,782,156 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,782,156 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $400,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,653,407 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,716,770 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,631,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,722,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,592,828 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,317,172 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,782,156 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $400,649 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,381,507 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,698,679 | 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 | $1,653,407 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,045,272 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,716,770 | ExcessFromYear4Amt |
| Excess From Year3 | $1,631,475 | ExcessFromYear3Amt |
| Excess From Year2 | $1,722,692 | ExcessFromYear2Amt |
| Excess From Year1 | $3,592,828 | ExcessFromYear1Amt |
| Excess From Current Year | $3,381,507 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DUNCAN MCFARLAND | ContributingManagerNm |
| Contributing Manager | ELLEN B MCFARLAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEDROCK GARDENS | |||||||
| 19 HIGH RD | LEE | NH | 03861 | NONE | PUBLIC | GENERAL | $10,000 |
| BRIDGE BOSTON CHARTER SCHOOL | |||||||
| 435 WARREN ST | BOSTON | MA | 02119 | NONE | PUBLIC | GENERAL | $200,000 |
| DAILY TABLE | |||||||
| 450 WASHINGTON ST | DORCHESTER | MA | 02124 | NONE | PUBLIC | GENERAL | $350,000 |
| DARTMOUTH NATIONAL RESOURCES TRUST | |||||||
| 318 CHASE RD | DARTMOUTH | MA | 02747 | NONE | PUBLIC | GENERAL | $5,000 |
| FOUR WOMEN'S HEALTH | |||||||
| 150 EMORY STREET | ATTLEBORO | MA | 02703 | NONE | PUBLIC | GENERAL | $15,000 |
| LION GUARDIANS | |||||||
| PO BOX 9641 | WASHINGTON | DC | 20016 | NONE | PUBLIC | GENERAL | $100,000 |
| MANOMET | |||||||
| 125 MANOMET POINT ROAD | PLYMOUTH | MA | 02360 | NONE | PUBLIC | GENERAL | $30,000 |
| MARION INSTITUTE | |||||||
| 202 SPRING ST | MARION | MA | 02738 | NONE | PUBLIC | GENERAL | $50,000 |
| MORRIS ANIMAL FOUNDATION | |||||||
| 720 S COLORADO BLVD STE 174A | DENVER | CO | 80246 | NONE | PUBLIC | GENERAL | $10,000 |
| NEW PROFIT | |||||||
| 99 BEDFORD ST STE 500 | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL | $400,000 |
| NORTHEAST WILDERNESS TRUST | |||||||
| 17 STATE ST 302 | MONTPELLIAR | VT | 05602 | NONE | PUBLIC | GENERAL | $25,000 |
| NORTHSTAR LEARNING CENTER | |||||||
| 53 LINDEN ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | GENERAL | $50,000 |
| PANTHERA | |||||||
| 8 WEST 40TH STREET 18TH FLR | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $200,000 |
| RARE CONSERVATION | |||||||
| 1310 N COURTHOUSE ROAD | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL | $400,000 |
| ROUND THE BEND FARM | |||||||
| 92 ALLEN NECK ROAD | SOUTH DARTMOUTH | MA | 02748 | NONE | PUBLIC | GENERAL | $300,000 |
| ST MARK'S OF EPHESUS | |||||||
| 340 CLAPBOARDTREE ST | WESTWOOD | MA | 02090 | NONE | PUBLIC | GENERAL | $53,404 |
| STONE HOUSE | |||||||
| ONE WESTMINSTER AVE | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL | $5,000 |
| TOMPKINS CONSERVATION | |||||||
| 1606 UNION ST | SAN FRANCISCO | CA | 94123 | NONE | PUBLIC | GENERAL | $400,000 |
| TRINITY YARD | |||||||
| PO BOX 391 | BRISTOL | VT | 05443 | NONE | PUBLIC | GENERAL | $10,000 |
| URBAN FARMING INSTITUTE | |||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | NONE | PUBLIC | GENERAL | $850,000 |
| WESTWOOD COMMUNITY CHEST | |||||||
| PO BOX 250 | WESTWOOD | MA | 02090 | NONE | PUBLIC | GENERAL | $10,000 |
| WILDLIFE ALLIANCE | |||||||
| 1441 BROADWAY 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $50,000 |
| WILLIAM PENN CHARTER SCHOOL | |||||||
| 3000 W SCHOOL HOUSE LN | PHILADELPHIA | PA | 19144 | NONE | PUBLIC | GENERAL | $75,000 |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| 7 PALMER ST 2 | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL | $25,000 |
| YWCA SOUTHEASTERN MA | |||||||
| 20 S 6TH ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,648,404 | 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 | $115,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $182,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,837 | 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 | DUNCAN MCFARLAND | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,000 SHS, ISHARES MSCI HONG KONG INDEX | $80,737 | $105,050 |
| 2,030 SHS, ISHRS CORE MSCI EMERGING MKTS | $92,061 | $94,801 |
| 252 SHS, ISHRS CORE MSCI EMERGING MKTS REINVEST | $13,152 | $11,768 |
| 1,000 SHS, SPDR DJ INTL REAL ESTATE | $34,584 | $26,770 |
| 1,500 SHS, SPDR DJ INTL REAL ESTATE | $54,015 | $40,155 |
| 738 SHS, SPDR S&P DIVIDEND | $43,625 | $92,331 |
| 10,032.397 INVESCO GLOBAL REAL ESTATE | $119,833 | $77,450 |
| 23,846.854 SHS, INVESCO GLOBAL REAL ESTATE REINVEST | $206,315 | $184,098 |
| 1,291.156 SHS, VANGUARD INTL GROWTH | $100,000 | $116,721 |
| 1,922.830 SHS, VANGUARD INTL GROWTH | $150,000 | $173,824 |
| 964.688 SHS, VANGUARD INTL GROWTH REINVEST | $53,989 | $87,205 |
| 2,471.566 SHS, VANGUARD INTL VALUE | $102,273 | $88,334 |
| 1,098.327 SHS, VANGUARD INTL VALUE REINVEST | $36,523 | $39,254 |
| 23,490 SHS, VANGUARD DIVIDEND GROWTH | $549,666 | $827,553 |
| 8,504.163 SHS VANGUARD DIVIDEND GROWTH REINVEST | $227,231 | $299,601 |
| 33,000 SHS, NEW AMERICA HIGH INCOME FUND | $248,410 | $217,800 |
| 15,059 SHS, NEW AMERICA HIGH INCOME REINVEST | $133,513 | $99,389 |
| 14,733.126 SHS, PRUDENTIAL HIGH YIELD FUND | $39,186 | $67,036 |
| 6,409.573 SHS, PRUDENTIAL HIGH YIELD FUND | $17,048 | $29,164 |
| 54,737.752 SHS, PRUDENTIAL HIGH YIELD FUND | $145,588 | $249,057 |
| 2,948.915 SHS, PRUDENTIAL HIGH YIELD FUND | $7,842 | $13,418 |
| 790.0311 SHS, PRUDENTIAL HIGH YIELD FUND REINVEST | $4,341 | $3,595 |
| 3,789.873 VANGUARD GLOBAL ESG SELECT STK ADM | $109,102 | $134,228 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARCHIPELAGO HOLDINGS LTD | FMV | $831,715 | $2,440,766 |
| WELLINGTON MGMT INVESTORS (IGUAZU) | FMV | $253,062 | $1,022,394 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LEGAL FEE | CategoryTxt |
| Legal Fees | $75,859 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75,859 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS. FORM PC FILING FEE | $500 | $0 | $0 |
| FEDERAL TAX ON INVESTMENT INCOME | $82,282 | $0 | $0 |
| ROUND THE BEND FARM EXPENSES | $54,701 | $0 | $54,701 |
| KAREN BETTS - TRAVEL ARRANGMENTS | $2,478 | $0 | $2,478 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHEAST INVST MGMT - TAX PREP | $0 | $0 | $0 |
| TWIN FOCUS CAPITAL | $133,885 | $133,885 | $0 |
| ARCADIA INS - OFF & DIR LIABILITY | $0 | $0 | $0 |
| AAF CPA | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $1,792 | Amt |
| Net Investment Income | $1,292 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |