CONSTANCE O PUTNAM FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CONSTANCE O PUTNAM FOUNDATION TR (EIN 04-6767748)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202323119349102502
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T19:00:37-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041309690 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55806 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022055806 | 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 | 046767748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTANCE O PUTNAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PUTN | BusinessNameControlTxt |
| Phone | 6174825270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIDUCIARY TRUST CO PO BOX 5 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022055806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIDUCIARY TRUST COMPANY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6174825270 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN AVILA | PreparerPersonNm |
| PTIN | P00644833 | PTIN |
| Phone | 6174825270 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $7,113,297 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $115,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $244,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,521,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $241,449 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $44,698 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,704 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $404,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,816 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,321 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,321 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $274 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,656 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $466,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $314,565 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,757 | CashBOYAmt |
| Cash EOY | $3,160 | CashEOYAmt |
| Cash EOYFMV | $3,160 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $284,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $819,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $819,368 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $5,474,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,873,760 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,938,067 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $485,907 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $352,702 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $352,702 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,257,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,048,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,113,297 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,257,584 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,048,990 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,257,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,048,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,257,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,048,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,257,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,195,296 | SubtotalAmt |
| Other Decreases | $146,306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,048,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15. ALPHABET INC CL A | 2016-11-30 | 2022-03-10 | $39,672 | $11,672 | $28,000 | $28,000 | |
| 750. APPLE COMPUTER INC COM | 2012-10-25 | 2022-03-10 | $118,466 | $16,470 | $101,996 | $101,996 | |
| 604. AUTOMATIC DATA PROCESSING INC COM | 2017-03-27 | 2022-02-23 | $121,056 | $62,069 | $58,987 | $58,987 | |
| 410. COMCAST CORP NEW CL A | 2017-05-25 | 2022-10-14 | $12,453 | $16,613 | -$4,160 | -$4,160 | |
| 128. EQUINIX INC COM | 2021-04-07 | 2022-10-14 | $65,628 | $87,828 | -$22,200 | -$22,200 | |
| 465. F5 NETWORKS INC COM | 2020-07-15 | 2022-01-13 | $110,998 | $68,653 | $42,345 | $42,345 | |
| 151.749 FIDELITY ADVISOR EMERGING MKTS FUND - Z | 2021-12-03 | 2022-08-16 | $4,122 | $5,040 | -$918 | -$918 | |
| 4511.722 FIDELITY ADVISOR EMERGING MKTS FUND - Z | 2022-08-16 | $122,538 | $120,527 | $2,011 | $2,011 | ||
| 783.652 GOLDMAN SACHS SMALL CAP EQ INSIGHTS FD | 2022-09-07 | $17,750 | $20,908 | -$3,158 | -$3,158 | ||
| 2431.878 GOLDMAN SACHS SMALL CAP EQ INSIGHTS FD | 2021-02-08 | 2022-09-07 | $55,082 | $83,000 | -$27,918 | -$27,918 | |
| 928. INTEL CORP | 2017-03-27 | 2022-02-02 | $45,968 | $32,871 | $13,097 | $13,097 | |
| 1170. ISHARES CORE MSCI EUROPE ETF | 2021-06-29 | 2022-03-10 | $58,480 | $67,535 | -$9,055 | -$9,055 | |
| 1806.406 JOHCM FDS - INT'L SELECT INST'L | 2022-09-07 | $35,279 | $53,289 | -$18,010 | -$18,010 | ||
| 20329.407 JOHCM FDS - INT'L SELECT INST'L | 2022-09-07 | $397,033 | $427,151 | -$30,118 | -$30,118 | ||
| 600. JOHNSON & JOHNSON COM | 2016-04-06 | 2022-01-13 | $101,301 | $65,316 | $35,985 | $35,985 | |
| 285. MICROSOFT CORP COM | 2012-10-25 | 2022-03-10 | $80,900 | $7,969 | $72,931 | $72,931 | |
| 85. UNITEDHEALTH GROUP INC | 2017-05-25 | 2022-03-10 | $40,870 | $15,113 | $25,757 | $25,757 | |
| 770. VERIZON COMMUNICATIONS | 2020-06-19 | 2022-03-10 | $40,780 | $43,304 | -$2,524 | -$2,524 | |
| 1375. VERIZON COMMUNICATIONS | 2022-10-14 | $50,435 | $74,684 | -$24,249 | -$24,249 | ||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,650 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $241,449 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,192 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,192 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,820 | OverpaymentAmt |
| Applied To ES Tax | $1,820 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174825270 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| FIDUCIARY TRUST COMPANY | ||||||
| 53 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 0 | $60,321 |
| JAMES R DEGIACOMO DEC'D 1122022 | ||||||
| 99 HIGH STREET | BOSTON | MA | 02110 | TRUSTEE | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIDUCIARY TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUSTEE & TAX PREP F | ServiceTypeTxt |
| Compensation | $62,436 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DISTRIBUTES ITS NET INCOME TO ORGANIZATIONS EXEMPT FROM TAXATION UNDERS SEC. 501(C) OF THE IRC. SPECIAL CONSIDERATION IS GIVEN | Description1Txt |
| Expenses1 | $394,500 | Expenses1Amt |
| Description2 | TO PERKINS SCHOOL FOR THE BLIND, CROTCHED MOUNTAIN FDN, CHILDREN'S HOSPITAL, AND THE EASTER SEAL SOCIETY | Description2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,572,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | -$13,834 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,559,822 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,559,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,446,425 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,372 | TotalTaxAmt |
| Distributable Before Adj | $367,949 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $367,949 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $367,949 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,740 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $396,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $367,949 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $383,708 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $396,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $383,708 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $354,917 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOSTON MEDICAL CENTER | ||||||||
| 801 MASSACHUSETTS AVE 1ST FLR | BOSTON | MA | 02118 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON STREET | BOSTON | MA | 02472 | N/A | PC | GENERAL PURPOSES | $40,000 | |
| ST VINCENT'S SPECIAL NEEDS SERVICE | ||||||||
| 95 MERRITT BOULEVARD | TRUMBULL | CT | 06611 | N/A | PC | GENERAL PURPOSES | $23,000 | |
| FRANCISCAN HOSPITAL FOR CHILDREN | ||||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | N/A | PC | GENERAL PURPOSES | $20,000 | |
| CAMP JABBERWOCKY | ||||||||
| PO BOX 1357 200 GREENWOOD AVE | VINEYARD HAVEN | MA | 02568 | N/A | PC | GENERAL PURPOSES | $22,000 | |
| COTTING SCHOOL | ||||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | N/A | PC | GENERAL PURPOSES | $24,500 | |
| CAMP STARFISH | ||||||||
| 873 MAIN ST SUITE 1 | ASHBY | MA | 01431 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| LOVELANE SPECIAL NEEDS | ||||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | N/A | PC | GENERAL PURPOSES | $20,000 | HORSEBACK RIDING PROGRAM |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||||
| 401 PARK DRIVE - SUITE 602 | BOSTON | MA | 022153354 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| SPINA BIFIDA ASSOC OF GREATER NE | ||||||||
| 219 E MAIN STREET - SUITE 100B | MILFORD | MA | 01757 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| EASTER SEALS MASSACHUSETTS | ||||||||
| 484 MAIN STREET | WORCESTER | MA | 01520 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| WALKER INC | ||||||||
| 1968 CENTRAL AVENUE | NEEDHAM | MA | 02492 | N/A | PC | GENERAL PURPOSES | $20,000 | |
| CAMP SUNSHINE AT SEBAGO LAKE | ||||||||
| 35 ARCADIA ROAD | CASCO | ME | 04105 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| NEW ENGLAND CENTER FOR CHILDREN | ||||||||
| 33 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| MAY INSTITUTE OFFICE OF PHILANTHROPY | ||||||||
| 41 PACELLA PARK DRIVE | RANDOLPH | MA | 02368 | NA | PC | GENERAL PURPOSES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $244,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP RECEIP | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $404,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,678 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP STOCK | StockNm |
| EOY Book Value | $4,873,760 | EOYBookValueAmt |
| EOYFMV | $5,938,067 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $352,702 | BookValueAmt |
| EOYFMV | $352,702 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP BOOK VALUE ADJUSTMENTS | Desc |
| Amt | $146,306 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $2,115 | $0 | $2,115 |
| FILING FEES | $125 | $0 | $125 |
| PARTNERSHIP EXPENSES | $2,656 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP RECEIPTS | Desc |
| Revenue And Expenses Per Books | $44,698 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,704 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID ON DIVIDENDS | $22 | $274 | $0 |
| FEDERAL ESTIMATES | $2,383 | $0 | $0 |
| FEDERAL BALANCE DUE | $7,500 | $0 | $0 |