CABBADETUS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CABBADETUS FOUNDATION (EIN 26-6124255)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202231299349101843
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T11:01:38-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266124255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CABBADETUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CABB | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY B GARDINER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | GARDINER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW P RICH | PreparerPersonNm |
| PTIN | P01858153 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,948,150 | 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 | $402,551 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $276,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,372,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,372,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,372,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,051,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,649,237 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,458 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $69,712 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,746 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,639 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,639 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,851 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,746 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,514,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,357,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $536,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,515,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $580,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,219 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,703,853 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,066,950 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,079,241 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,712,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,933,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,343,850 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,294,385 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $492,615 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $503,840 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,291,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,514,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,948,150 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,500,743 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,500,743 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $790,859 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,013,497 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,291,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,514,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,291,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,514,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,291,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $536,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,828,429 | SubtotalAmt |
| Other Decreases | $314,189 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,514,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LONG TERM CAPITAL GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,372,670 | GrossSalesPriceAmt |
| Gain Or Loss | $1,372,670 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,372,670 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,372,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $533 | OverpaymentAmt |
| Applied To ES Tax | $533 | 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 | FL | 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 | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARTHA S ROBES | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KURT SOMERVILLE | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $38,729 | $0 | $0 |
| NANCY GARDINER | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | STREET | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $38,729 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,583,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $903,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,487,442 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,487,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $322,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,165,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,058,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,058,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,067 | TotalTaxAmt |
| Distributable Before Adj | $1,037,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,037,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,037,190 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,357,746 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,357,746 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,037,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $236,508 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,357,746 | QualifyingDistributionsAmt |
| Applied To Year1 | $236,508 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,037,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,048 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,048 | 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 | $84,048 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $84,048 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIGELOW LABORATORY FOR OCEAN SCIENCES | ||||||
| 60 BIGELOW DRIVE | EAST BOOTHBAY | ME | 04544 | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 |
| COASTAL MAINE BOTANICAL GARDENS | ||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 |
| COMMUNITY SERVICE CARE INC | ||||||
| PO BOX 300040 | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| DEPAUW UNIVERSITY | ||||||
| 204 E SEMINARY | GREENCASTLE | IN | 46135 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| FAMILIES FOR DEPRESSION AWARENESS | ||||||
| 391 TOTTEN POND ROAD SUITE 101 | WALTHAM | MA | 02451 | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| FRIENDS OF VIRGIN ISLANDS NATIONAL PARK | ||||||
| 98 BOX 811 | ST JOHN | VI | 00831 | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| GIFFT HILL SCHOOL | ||||||
| PO BOX 1657 | ST JOHNS | VI | 00831 | PUBLIC CHARITY | CAPITAL CAMPAIGN - RESTRICTED TO SUPPORTING GRADES PREK TO GRADE 8 | $150,000 |
| HARTWICK COLLEGE | ||||||
| PO BOX 4020 | ONEONTA | NY | 13820 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||
| 310 CURTISS HALL | AMES | IA | 50011 | PUBLIC CHARITY | USVI EARTH SERVICE LEARNING PROGRAM ENDOWMENT | $200,000 |
| KIMBALL UNION ACADEMY | ||||||
| 7 CAMPUS CENTER DRIVE | MERIDEN | NH | 03770 | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| LITTLETON STUDIO SCHOOL | ||||||
| 21 MILL STREET | LITTLETON | NH | 03561 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| MOTE MARINE LABORATORY | ||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| MYRAH KEATING SMITH HEALTH CENTER (ST JOHN) | ||||||
| PO BOX 8312 | ST JOHN | VI | 00830 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| NEW ENGLAND YOUTH THEATRE | ||||||
| 100 FLAT STREET | BRATTLEBORO | VT | 05301 | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | ||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| NORTHWOOD SCHOOL | ||||||
| 92 NORTHWOOD ROAD | LAKE PLACID | NY | 12946 | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 |
| POSITIVE TRACKS | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 |
| ST JOHN RESCUE | ||||||
| PO BOX 1225 | ST JOHN | VI | 00831 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| THE EDITH GEHEEB-CASSIRER FOUNDATION | ||||||
| 31331 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| THE NEW HAMPSHIRE FOOD BANK | ||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 |
| THE NH COMMUNITY LOAN FUND | ||||||
| 7 WALL STREET | CONCORD | NH | 03301 | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| THE WHITE MOUNTAIN SCHOOL | ||||||
| 371 WEST FARM ROAD | BETHLEHEM | NH | 03574 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| THE WOODLAND COMMUNITY SCHOOL | ||||||
| 809 BROOK ROAD | BETHLEHEM | NH | 03574 | PUBLIC CHARITY | GENERAL PURPOSE | $110,000 |
| UPSTAGE PLAYERS | ||||||
| PO BOX 786 | LITTLETON | NH | 03561 | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 |
| WHITE MOUNTAIN SCIENCE INC | ||||||
| 22 PARK AVENUE | BETHLEHEM | NH | 03574 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| WISE | ||||||
| 38 BANK STREET | LEBANON | NH | 03766 | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 |
| FINDING OUR STRIDE | ||||||
| 256 TUCKER HILL ROAD | NORWICH | VT | 05055 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| WILLING HANDS | ||||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| JAG PRODUCTIONS | ||||||
| 5 S MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| WORLD OCEAN SCHOOL | ||||||
| 212 NORTHERN AVE SUITE 301A | BOSTON | MA | 02210 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| UPPER VALLEY HAVEN | ||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| LEGADO | ||||||
| 121 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| DARTMOUTH HITCHCOCK HEALTH | ||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| LEBANON OPERA HOUSE | ||||||
| 51 N PARK STREET | LEBANON | NH | 03766 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,350,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,372,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,649,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,649,237 | 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 | MARTHA ROBES REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $402,551 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CONTRIBUTIONS OF STOCK AND EQUITY | NoncashPropertyDesc |
| Fair Market Value | $402,551 | FairMarketValueAmt |
| Received | 2021-06-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,070 | Amt |
| Net Investment Income | $2,070 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $492,615 | EOYBookValueAmt |
| EOYFMV | $503,840 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,933,456 | EOYBookValueAmt |
| EOYFMV | $17,343,850 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,066,950 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,079,241 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST ASSESTS TO RELECT FEDERAL TAX BASIS | $640 |
| ADJUST BOOK TO TAX ON RECIEPT OF SECURITIES | $313,549 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK & ADR FEES | Desc |
| Revenue And Expenses Per Books | $379 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $51,639 | Amt |
| Net Investment Income | $51,639 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $9,851 | $9,851 | $0 |
| 2021 FEDERAL ESTIMATED TAX PAYMENTS | $23,564 | $0 | $0 |