KEANE FAM FOUNDATION 092493: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KEANE FAM FOUNDATION 092493 (EIN 04-6743248)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349107343
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T17:03:34-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042706569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'BRIEN & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 KEARNEY ROAD SUITE 305 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 046743248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEANE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O O'BRIEN & ASSOCIATES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEAN | BusinessNameControlTxt |
| Phone | 7814448400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 KEARNEY ROAD SUITE 305 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN KEANE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814448400 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | KEANE | 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 | JOHN J O'BRIEN | PreparerPersonNm |
| PTIN | P01598128 | PTIN |
| Phone | 7814448400 | PhoneNum |
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 | $37,046,676 | 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 | $7,472,326 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $85,585 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,585 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $490,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $490,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,348 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,555,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,189,416 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,189,416 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,228,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,765,772 | 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 | $14,505 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $123,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,859 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,119 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,202,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,202,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,341,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,202,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,887,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,647,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,036,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,896,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,898,428 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,423,103 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,586,147 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,503,684 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,249,985 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,657,773 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,289,925 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,857,062 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,531,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,422,452 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,399,484 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,099,808 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,932,187 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,965,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,771,631 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,046,676 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,032,880 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,032,880 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,932,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,738,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,965,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,771,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,965,762 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,771,631 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,965,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,887,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,853,029 | SubtotalAmt |
| Other Decreases | $81,398 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,771,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| TRIPLEPOINT PRIVATE VENTURE CREDIT ACCESS LP | P | $524 | $524 | $524 | |||
| GOLDMAN SACH ACCOUNT #503-4 (SEE ATTACHED STATEMENT) | P | $1,745,320 | -$8,984 | -$8,984 | $1,754,304 | ||
| $18,000 AIR LEASE CORP MTN 2.875% | P | $17,376 | -$1,335 | -$1,335 | $18,711 | 2021-09-24 | 2022-03-30 |
| $31,000 ALPHABET INC. 0.8% 8/15/27 | P | $28,060 | -$1,292 | -$1,292 | $29,352 | 2022-01-21 | 2022-03-30 |
| $10,000 CROWN CASTLE INTERNATIONAL 4.0% 3/1/27 | P | $10,157 | -$797 | -$797 | $10,954 | 2021-04-06 | 2022-03-30 |
| $20,000 KIMBERLY-CLARK CORP 1.05% 9/15/27 | P | $18,155 | -$897 | -$897 | $19,052 | 2022-01-21 | 2022-03-30 |
| $19,000 REALTY INCOME CORP 3.4% 1/15/28 | P | $18,952 | -$1,491 | -$1,491 | $20,443 | 2021-11-09 | 2022-03-30 |
| $41,000 U.S TREASURY NOTE 1.375% 12/31/28 | P | $38,261 | -$1,842 | -$1,842 | $40,103 | 2022-01-21 | 2022-03-30 |
| $55,000 U.S. TREASURY NOTE 1.625% | P | $55,496 | $1,478 | $1,478 | $54,018 | 2013-01-16 | 2022-01-21 |
| $200,000 U.S TREASURY NOTE 1.5% 8/15/26 | P | $191,577 | $5,124 | $5,124 | $186,453 | 2019-04-16 | 2022-03-30 |
| $40,000 PHILIP MORIS INT 2.375% 8/17/22 | P | $40,000 | $1,587 | $1,587 | $38,413 | 2018-06-01 | 2022-08-17 |
| $55,000 U.S. TREASURY NOTE 1.625% | P | $114,143 | $4,460 | $4,460 | $109,683 | 2018-09-18 | 2022-12-20 |
| 4,945 ISHARES CORE US AGGREGATE BOND ETF | P | $467,049 | -$33,347 | -$33,347 | $500,396 | 2022-06-29 | 2022-10-25 |
| 8,510 VANGUARD SHORT-TERM TREASURY ETF | P | $490,106 | -$10,367 | -$10,367 | $500,473 | 2022-06-29 | 2022-10-25 |
| 2,235 ISHARES MSCI EAFE ETF | P | $147,887 | $22,749 | $22,749 | $125,138 | 2022-09-30 | 2022-11-23 |
| 2,610 ISHARES MSCI EAFE ETF | P | $172,700 | $15,082 | $15,082 | $157,618 | 2022-09-16 | 2022-11-23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,348 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $148,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $148,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $148,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,244 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $175,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $194,244 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46,240 | OverpaymentAmt |
| Applied To ES Tax | $46,240 | 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 | TIMOTHY R O'BRIEN O'BRIEN ASSO | IndividualWithBooksNm |
| Phone | 7814448400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 KEARNEY ROAD SUITE 305 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| VICTOIRE K LANG | ||||||||
| 625 BOSTON POST ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN T KEANE | ||||||||
| 37 JUNIPER ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN F KEANE JR | ||||||||
| 5142 GROUSE LANE | VAIL | CO | 81657 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEES | ServiceTypeTxt |
| Compensation | $113,977 | 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 | $23,678,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,767,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,446,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,446,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $471,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,974,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,548,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,548,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $148,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $148,004 | TotalTaxAmt |
| Distributable Before Adj | $1,400,741 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,400,741 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,400,741 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,202,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,202,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,400,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,315 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,202,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,315 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,180,685 | 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 | $220,056 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $50,000 |
| BOYS & GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $20,000 |
| NEWTON WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $30,000 |
| PRESIDENTS AND FELLOWS OF HARVARD COLLEGE | |||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $300,000 |
| PRESIDENTS AND FELLOWS OF HARVARD COLLEGE | |||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $45,000 |
| SKI & SNOWBOARD CLUB VAIL | |||||||
| 598 VAIL VALLEY DRIVE | VAIL | CO | 81657 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $155,000 |
| US SAILING FOUNDATION | |||||||
| 1 ROGER WILLIAMS UNIVERSITY WAY | BRISTOL | RI | 02809 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $250,000 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST DRIVE | WINSTONSALEM | NC | 27106 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $101,000 |
| WINDMARK SAILING FOUNDATION | |||||||
| PO BOX 638 | OYSTER BAY | NY | 11771 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $20,000 |
| MASSACHUSETTS GOLF ASSOCIATION | |||||||
| 300 ARNOLD PALMER DRIVE | NORTON | MA | 02766 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $5,000 |
| YOUTHPOWER 365 | |||||||
| 1099 CAPITAL STREET | EAGLE | CO | 81631 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| EVERY WORD WE UTTER MONUMENT FOUNDATION | |||||||
| 1503 W 8TH STREET | LOVELAND | CO | 80537 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $25,000 |
| YEARUP | |||||||
| 45 MILK STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $2,500 |
| NANTUCKET CONSERVATION FOUNDATION INC | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $10,000 |
| SILVER LINING MENTORING INC | |||||||
| 727 ATLANTIC AVENUE | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $25,000 |
| YMCA OF GREATER BOSTON | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $2,500 |
| FRIENDS OF THE CHILDREN | |||||||
| 184 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $2,500 |
| NEXTGEN TALENT INC | |||||||
| 4 BUSTLER STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $1,500 |
| VAIL MOUNTAIN SCHOOL | |||||||
| 3000 BOOTH FALLS ROAD | VAIL | CO | 81657 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $55,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $2,000 |
| DARTMOUTH COLLEGE | |||||||
| 207 PARKHURST HALL | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION UNRESTRICTED | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,202,000 | 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 | $85,585 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $490,771 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,189,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,348 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,756,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,756,424 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST ON FOUNDATION INVESTMENTS |
| 8 | GAINS AND LOSSES ON FOUNDATION INVESTMENTS |
| 4 | INTEREST AND DIVIDENDS ON FOUNDATION INVESTMENTS |
| 7 | OTHER INCOME ON FOUNDATION INVESTMENTS |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN F AND MARILYN T KEANE CHARITABLE REMAINDER UNITRUST | ||||||
| 1 | C/O OBRIEN ASSOCIATES 10 KEARNEY RO | NEEDHAM | MA | 02494 | $3,324,718 | Yes (X) |
| ESTATE OF JOHN F KEANE SR | ||||||
| 2 | C/O JOHN KEANE JR 5142 GROUSSE LANE | VAIL | CO | 81657 | $4,147,608 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| $1,000 WASTE MNAGEMENT INTERNATIONAL 7.75% 5/15/32 SER B | $1,106 | $1,190 |
| CORPORATE BONDS (GOLDMAN SACHS #503-4) | $1,304,490 | $1,216,253 |
| CORPORATE BONDS (GOLDMAN SACHS #494-1) | $1,225,787 | $1,205,009 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,975 SHS SPDR S&P 500 ETF TRUST | $2,001,852 | $1,911,452 |
| 1 SPDR S&P 500 ETF TRUST | $411 | $31,198 |
| $1,500,000 CITIGROUP INC. LINKED TO S&P 500 DUE 6/27/24 | $1,500,000 | $1,345,650 |
| 13,718.05 SHS WELLINGTON NON-US EQUITY | $1,500,000 | $2,607,584 |
| $1,500,000 BNP PARIBAS LINKED TO EURO STOXX 50 DUE 11/7/24 | $1,500,000 | $1,270,500 |
| $750,000 BANK OF NOVA SCOTIA LINKED TO TOPIX INDEX DUE 12/24/24 | $750,000 | $739,635 |
| 1,000 SHS INVESCO QQQ TRUST | $263,346 | $266,280 |
| 11,266 SHS S&P 500 ETF TRUST | $4,482,352 | $4,312,019 |
| 6,491 SHS SPDR S&P 500 ETF TRUST | $2,517,131 | $2,472,118 |
| 8,706 SHS SPDR S&P 500 ETF TRUST | $3,142,681 | $3,333,489 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,586,147 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,503,684 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VINTAGE VII OFFSHORE SCSP | AT COST | $293,863 | $895,946 |
| VINTAGE VIII OFFSHORE SCSP | AT COST | $754,500 | $1,420,208 |
| MOUNT KELLET CAPITAL PARTNERS II | AT COST | $29,184 | $77,502 |
| TRIPLE POINT PRIVATE VENTURE CREDIT ACCESS LP | AT COST | $531,742 | $573,128 |
| GOLDMAN SACHS PRIVATE MIDDLE MARKET CREDIT II LLC | AT COST | $763,243 | $877,575 |
| WEST STREET STRATEGIC SOLUTIONS FUND I, LLC | AT COST | $501,292 | $549,856 |
| GOLDMAN SACHS PRIVATE MIDDLE MARKET CREDIT LLC | AT COST | $121,255 | $384,117 |
| BROAD STREET REAL ESTATE CREDIT PARTNERS II FUND | AT COST | $0 | $46,637 |
| GS MEZZANINE PARTNERS V LP | AT COST | $0 | $2,489 |
| VINTAGE VII AIV SCSP | AT COST | $62,334 | $62,334 |
| DAVIS INVESTMENTS VENTURE FUND V-B | AT COST | $42,395 | $42,395 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | O'BRIEN & ASSOCIATES | CategoryTxt |
| Legal Fees | $14,505 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $81,398 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRIPLEPOINT PRIVATE INESTMENT EXPENSES | $478 | $478 | $0 |
| VINTAGE VII AIV OFFSHORE SCSO | $601 | $601 | $0 |
| DAVIS INVESTMENT VENTURES FUND V-B, LP | $40 | $40 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GOLDMAN SACHS (#5034) ORDINARY GAINS | $12,750 | $12,750 | $12,750 |
| FIDELITY ANNUITIES | $213,563 | $213,563 | $213,563 |
| FIDELITY ANNUITIES | $9,963,103 | $9,963,103 | $9,963,103 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IAS FEES RINET COMPANY | $2,882 | $2,882 | $0 |
| IAS FEES GOLDMAN SACHS | $113,977 | $113,977 | $0 |
| LIMINALITY PARTNERS | $7,000 | $0 | $0 |