POPPLESTONE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- POPPLESTONE FOUNDATION (EIN 04-3528004)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349107506
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:57:02-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042387531 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN & WORCESTER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 043528004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POPPLESTONE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SULLIVAN & WORCESTER LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POPP | BusinessNameControlTxt |
| Phone | 6173382839 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE E WERBER DWORSKY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173382839 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUZANNE | PersonFirstNm |
| Person Last | WERBER DWORSKY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 C CURTIS | PreparerPersonNm |
| PTIN | P00492268 | PTIN |
| Phone | 6173382800 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $29,164,335 | 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 | $20,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $588,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $588,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,113,847 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,152,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,113,847 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,294 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,294 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,729,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,729,756 | 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 | $26,383 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,383 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95,861 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,537 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,519,394 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,519,394 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,656,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,597,314 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,073,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,716,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $993,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,110,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,110,985 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,958,211 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,958,211 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,293,520 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,277,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,238,362 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,721,448 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,041,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,038,383 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,038,383 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,269,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,345,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,164,335 | 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 | $20,269,936 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,345,940 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,269,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,345,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,269,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,345,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,269,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,073,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,886 | OtherIncreasesAmt |
| Subtotal | $29,345,940 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,345,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10,000 SHS. ABBVIE INC. COMMON | P | 2013-02-25 | 2022-01-26 | $1,337,097 | $384,552 | $952,545 | $952,545 |
| 20,000 SHS. ABBVIE INC. COMMON | P | 2012-04-09 | 2022-07-07 | $3,034,868 | $639,354 | $2,395,514 | $2,395,514 |
| 10,000 SHS. ABBVIE INC. COMMON | P | 2012-04-09 | 2022-09-01 | $1,376,984 | $319,173 | $1,057,811 | $1,057,811 |
| 10,000 SHS. ABBVIE INC. COMMON | P | 2013-02-25 | 2022-09-08 | $1,400,778 | $384,552 | $1,016,226 | $1,016,226 |
| 10,000 SHS. ABBVIE INC. COMMON | P | 2013-02-25 | 2022-09-09 | $1,418,237 | $384,552 | $1,033,685 | $1,033,685 |
| 10,000 SHS. ABBVIE INC. COMMON | P | 2013-02-25 | 2022-09-12 | $1,419,844 | $384,552 | $1,035,292 | $1,035,292 |
| 10,000 SHS. ABBVIE INC. COMMON | P | 2013-02-25 | 2022-09-15 | $1,425,997 | $384,552 | $1,041,445 | $1,041,445 |
| 20,000 SHS. ABBVIE INC. COMMON | P | 2013-02-25 | 2022-11-18 | $3,102,769 | $704,397 | $2,398,372 | $2,398,372 |
| 10,000 SHS. ENANTA PHARMACEUTICALS INC. | P | 2006-08-15 | 2022-09-08 | $627,487 | $84,729 | $542,758 | $542,758 |
| 8,000 SHS. ENANTA PHARMACEUTICALS INC. | P | 2006-08-15 | 2022-09-09 | $509,569 | $100,763 | $408,806 | $408,806 |
| 8,000 SHS. ENANTA PHARMACEUTICALS INC. | P | 2014-01-15 | 2022-09-12 | $498,927 | $267,534 | $231,393 | $231,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,113,847 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $176,754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $176,754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $176,754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,273 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $145,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $197,273 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,519 | OverpaymentAmt |
| Applied To ES Tax | $20,519 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER C CURTIS ESQ | IndividualWithBooksNm |
| Phone | 6173382800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SULLIVAN WORCESTER LLP 1 POST | AddressLine1Txt |
| Address Line2 | OFFICE SQUARE | AddressLine2Txt |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUZANNE E WERBER DWORSKY | ||||||||
| 8 MERCER CIRCLE | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SALLY L RUBIN | ||||||||
| 83 KIRKSTALL ROAD | NEWTON | MA | 02460 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMA FOUNDATIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING FOR PRIVATE FOUNDATION MANAGEMENT | ServiceTypeTxt |
| Compensation | $51,198 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,989,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,641,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,631,564 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,631,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $474,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,157,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,557,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,557,855 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $176,754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $176,754 | TotalTaxAmt |
| Distributable Before Adj | $1,381,101 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,381,101 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,381,101 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,597,314 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,597,314 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,381,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,531,110 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $16,278,584 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,124,029 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,933,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,597,314 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,381,101 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,216,213 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,149,936 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,149,936 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,531,110 | ExcessFromYear4Amt |
| Excess From Year2 | $16,278,584 | ExcessFromYear2Amt |
| Excess From Year1 | $4,124,029 | ExcessFromYear1Amt |
| Excess From Current Year | $22,216,213 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JOURNALISM PROJECT | ||||||
| 6218 GEORGIA AVE NW STE 1-599 | WASHINGTON | DC | 20011 | PUBLIC | GENERAL USE | $850,000 |
| AMERICANS UNITED FOR THE SEPARATION OF CHURCH AND STATE | ||||||
| 1310 L STREET NW SUITE 200 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL USE | $300,000 |
| BOSTON CHILDREN'S CHORUS | ||||||
| 112 SHAWMUT AVENUE SUITE 5B | BOSTON | MA | 02118 | PUBLIC | GENERAL USE | $150,000 |
| BOSTON CITY SINGERS INC | ||||||
| 17 WALDECK STREET | DORCHESTER | MA | 02124 | PUBLIC | GENERAL USE | $100,000 |
| BOSTON DEBATE LEAGUE | ||||||
| 1542 TREMONT ST | BOSTON | MA | 02120 | PUBLIC | GENERAL USE | $350,000 |
| BOSTON YOUTH SYMPHONY | ||||||
| 855 COMMONWEALTH AVE | BOSTON | MA | 02215 | PUBLIC | GENERAL USE | $1,600,000 |
| CAMBRIDGE PUBLIC SCHOOLS | ||||||
| 159 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | PUBLIC | GENERAL USE | $304,394 |
| CAMPAIGN LEGAL CENTER | ||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL USE | $3,500,000 |
| COMMUNITY MUSIC CENTER OF BOSTON | ||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | PUBLIC | GENERAL USE | $700,000 |
| EDVESTORS INC | ||||||
| 142 BERKELEY ST STE 410 | BOSTON | MA | 02116 | PUBLIC | GENERAL USE | $550,000 |
| EMMANUEL MUSIC | ||||||
| 15 NEWBURY STREET | BOSTON | MA | 02116 | PUBLIC | GENERAL USE | $125,000 |
| FAIR ELECTIONS CENTER | ||||||
| 1825 K ST NW STE 450 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL USE | $700,000 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| 200 SEAPORT BOULEVARD MZ NM43A | BOSTON | MA | 02210 | PUBLIC | GENERAL USE | $1,100,000 |
| FRIENDS OF THE WORLD FOOD PROGRAM | ||||||
| 1725 EYE ST NW STE 510 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL USE | $250,000 |
| GENERATION CITIZEN | ||||||
| 110 WALL ST 5TH FLOOR | NEW YORK | NY | 10005 | PUBLIC | GENERAL USE | $500,000 |
| GEORGETOWN UNIVERSITY | ||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | PUBLIC | GENERAL USE | $400,000 |
| HANDEL AND HAYDN SOCIETY | ||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | PUBLIC | GENERAL USE | $1,500,000 |
| ICIVICS | ||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | PUBLIC | GENERAL USE | $625,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | PUBLIC | GENERAL USE | $250,000 |
| MASSACHUSETTS BUDGET AND POLICY CENTER INC | ||||||
| ONE STATE ST STE 1250 | BOSTON | MA | 02109 | PUBLIC | GENERAL USE | $350,000 |
| NATIONAL PARKS FOUNDATION | ||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | PUBLIC | GERERAL USE | $2,315,000 |
| NEW ENGLAND CONSERVATORY OF MUSIC | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLIC | GENERAL USE | $1,500,000 |
| NEW VENTURE FUND FBO MEDIA DEMOCRACY FUND | ||||||
| 1828 L STREET NW 300-A | WASHINGTON | DC | 20036 | PUBLIC | GENERAL USE | $800,000 |
| OPEN SECRETS | ||||||
| 1100 13TH ST NW STE 800 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL USE | $500,000 |
| PARENTCHILD INC | ||||||
| 163B MINEOLA BOULEVARD | MINEOLA | NY | 11501 | PUBLIC | GENERAL USE | $500,000 |
| PHARMEDOUT RESEARCH - GEORGETOWN UNIVERSITY | ||||||
| GIFT PROCESSING | WASHINGTON | DC | 200730734 | PUBLIC | GENERAL USE | $100,000 |
| PROJECT STEP | ||||||
| 301 MASSACHUSETTS AVE SYMPHONY HALL | BOSTON | MA | 02115 | PUBLIC | GENERAL USE | $500,000 |
| SAVE THE CHILDREN FEDERATION | ||||||
| 500 KINGS HIGHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | PUBLIC | GENERAL USE | $250,000 |
| SOUTHERN POVERTY LAW CENTER INC | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PUBLIC | GENERAL USE | $750,000 |
| TIDES FOUNDATION | ||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | PUBLIC | GENERAL USE | $1,500,000 |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | ||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | PUBLIC | GENERAL USE | $500,000 |
| ZUMIX INC | ||||||
| 260 SUMNER STREET | EAST BOSTON | MA | 02128 | PUBLIC | GENERAL USE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,519,394 | 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 | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $588,599 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 541700 | BusinessCd |
| Unrelated Business Taxbl Incm | $27,294 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,113,847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27,294 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,702,462 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,729,756 | 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 | ALAN J DWORSKY IRREVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 MERCER STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ENANTA PHARMACEUTICALS INC. | StockNm |
| EOY Book Value | $5,238,362 | EOYBookValueAmt |
| EOYFMV | $5,721,448 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,958,211 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,293,520 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BIOVENTURES INVESTORS, LPII | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,038,383 | BookValueAmt |
| EOYFMV | $1,038,383 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SULLIVAN & WORCESTER LLP | CategoryTxt |
| Legal Fees | $26,383 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,383 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEE (FIDUCIARY TRUST CO.) | $13,146 | $13,146 | $0 |
| 2020 MA FORM PC FILING FEE | $250 | $0 | $250 |
| TAX RETURN SVC. (FIDUCIARY TR CO.) | $490 | $490 | $0 |
| BIOVENTURES INVESTORS LIMITED K-1 INTEREST EXPENSE | $29,153 | $0 | $0 |
| BIOVENTURES INVESTORS LIMITED K-1 DEDUCTIONS | $1,197 | $0 | $0 |
| GMA FOUNDATIONS INC. CONSULTING FEES | $51,198 | $0 | $51,198 |
| SALLY RUBIN REIMBURSEMENT FOR ATTENDING BRENNAN CENTER MTG | $89 | $0 | $89 |
| IRS 2020 UNDERPAYMENT OF ESTIMATED TAX PENALTY | $338 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BIOVENTURES INVESTORS LP II ORDINARY BUSINESS INCOME | -$1,298 | -$1,298 | -$1,298 |
| BIOVENTURES INVESTORS LP II DEBT-FINANCED INTEREST INCOME | $28,498 | $28,498 | $28,498 |
| BIOVENTURES INVESTORS LP II DEBT-FINANCED DIVIDEND INCOME | $94 | $94 | $94 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR 2019 FORM 990-T REFUND OF UNRELATED BUSINESS INCOME TAX | $450 |
| ADJUSTMENT FOR 2020 MASSACHUSETTS FIDUCIARY AND NON-PROFIT TAX | $2,436 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN J DWORSKY IRREVOCABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 MERCER CIRCLE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2020 TAX PAYMENT FORM 990-T | $10,000 | $0 | $0 |
| 2020 TAX PAYMENT MA FORM M-990T-62 | $5,000 | $0 | $0 |