WANG FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202231329349103183
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T14:38:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041378465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 | 222858458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WANG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY KATHLEEN O'CONNELL TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WANG | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY-KATHLEEN O'CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY-KATHLEEN | PersonFirstNm |
| Person Last | OCONNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701133 | PhoneNum |
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 | $2,477,064 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $282,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,136,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $282,990 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $331,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $331,388 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,839 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,420 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,419 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,199 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $40,199 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,667 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $552 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,554 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $367,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $367,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $454,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $388,369 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $268,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $226,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $512,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $512,424 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $225,091 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $914,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $741,281 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,939,910 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $84,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,730 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,450,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,276,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,477,064 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,450,375 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,276,205 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,450,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,276,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,450,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,276,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,450,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $83,700 | OtherIncreasesAmt |
| Subtotal | $1,411,155 | SubtotalAmt |
| Other Decreases | $134,950 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,276,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 500 SHS COCA COLA CO | P | 2021-02-17 | $25,299 | $10,330 | $14,969 | $14,969 |
| 500 SHS CISCO SYSTEMS INC | P | 2021-02-17 | $23,519 | $15,457 | $8,062 | $8,062 |
| 400 SHS EXXON MOBIL CORP | P | 2021-02-17 | $20,050 | $9,984 | $10,066 | $10,066 |
| 300 SHS NOVARTIS AG SPONS ADR | P | 2021-02-17 | $27,626 | $13,690 | $13,936 | $13,936 |
| 1500 SHS UNILEVER PLC SPONS ADR | P | 2021-02-17 | $82,018 | $34,066 | $47,952 | $47,952 |
| 300 SHS JOHNSON & JOHNSON | P | 2021-02-17 | $49,922 | $7,655 | $42,267 | $42,267 |
| 500 SHS MERCK & CO INC | P | 2021-02-17 | $37,374 | $19,257 | $18,117 | $18,117 |
| 100 SHS MICROSOFT CORP | P | 2021-02-17 | $24,401 | $2,654 | $21,747 | $21,747 |
| 200 SHS PEPSICO INC | P | 2021-02-17 | $26,795 | $14,257 | $12,538 | $12,538 |
| 200 SHS PROCTER & GAMBLE CO | P | 2021-02-17 | $25,335 | $5,293 | $20,042 | $20,042 |
| 200 SHS SOUTHERN CO | P | 2021-02-17 | $12,006 | $5,638 | $6,368 | $6,368 |
| 500 SHS ISHARES MSCI EAFE | P | 2021-02-17 | $38,054 | $39,378 | -$1,324 | -$1,324 |
| 200 SHS STATE STREET CORP | P | 2021-02-17 | $14,552 | $14,610 | -$58 | -$58 |
| 125,000 US TREAS NTS 2.625% 05/15/21 | P | 2021-05-17 | $125,000 | $124,992 | $8 | $8 |
| 900 SHS CISCO SYSTEMS INC | P | 2021-08-13 | $50,256 | $18,280 | $31,976 | $31,976 |
| 75 SHS MICROSOFT CORP | P | 2021-08-13 | $21,486 | $1,991 | $19,495 | $19,495 |
| 150 SHS ORGANON & CO | P | 2021-08-13 | $4,495 | $2,719 | $1,776 | $1,776 |
| 600 SHS RAYTHEON TECHNOLOGIES CORP | P | 2021-08-13 | $52,817 | $41,069 | $11,748 | $11,748 |
| 500 SHS VANGUARD FTSE EMERG MKTS | P | 2021-08-13 | $25,805 | $22,500 | $3,305 | $3,305 |
| 350,000 US TREAS BILLS 10/07/21 | P | 2021-10-07 | $349,968 | $349,968 | $0 | $0 |
| 100,000 US TREAS NTS 2.875% 10/15/21 | P | 2021-10-15 | $100,000 | $100,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $282,990 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,734 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,734 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | 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 | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,334 | TaxDueAmt |
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 | MARY-KATHLEEN O'CONNELL ESQ | IndividualWithBooksNm |
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP 100 NORTHERN | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK A WANG | |||||||||
| 118 HUNTINGTON AVENUE APT601 | BOSTON | MA | 02116 | TRUSTEE | 4.00 | $20,000 | $0 | $0 | |
| COURTNEY S WANG | |||||||||
| 14114 DALLAS PARKWAY SUITE 300 | DALLAS | TX | 75240 | TRUSTEE | 0.50 | $0 | $0 | $0 | |
| MARY KATHLEEN O'CONNELLESQ | |||||||||
| GOODWIN PROCTER LLP 100 NORTHERN | BOSTON | MA | 02210 | TRUSTEE | 2.00 | $20,839 | $0 | $0 | AVE |
| GOODWIN PROCTER LLP | |||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | LEGAL FEE | 0.50 | $40,199 | $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 | $1,985,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $533,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,518,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,518,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,480,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,734 | TotalTaxAmt |
| Distributable Before Adj | $120,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,297 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,297 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $388,369 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $388,369 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $197,714 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $215,488 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $275,999 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $258,508 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,515 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,258,224 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $388,369 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $268,072 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,526,296 | 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 | $197,714 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,328,582 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $215,488 | ExcessFromYear4Amt |
| Excess From Year3 | $275,999 | ExcessFromYear3Amt |
| Excess From Year2 | $258,508 | ExcessFromYear2Amt |
| Excess From Year1 | $310,515 | ExcessFromYear1Amt |
| Excess From Current Year | $268,072 | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN FUND | $25,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | OPEN NOTES PROJECT | $20,000 |
| BIRCHES SCHOOL | |||||||
| PO BOX 237 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $5,000 |
| BIRCHES SCHOOL | |||||||
| PO BOX 237 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $10,000 |
| BOCH CENTER | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $60,000 |
| BOCH CENTER | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CITY SPOTLIGHT CHALLENGE | $1,000 |
| BROWN UNIVERSITY - CLASS OF 72 45TH REUNION FUND | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | CLASS OF 72 45TH REUNION FUND | $5,000 |
| BROWN UNIVERSITY - SCHOOL OF PUBLIC HEALTH ANNUAL FUND | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | SCHOOL OF PUBLIC HEALTH ANNUAL FUND | $1,000 |
| BROWN UNIVERSITY-ANNUAL FUND | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL & ALUMNI MAGAZINE | $1,000 |
| BROWN UNIVERSITY-FA WANG SCHOLARSHIP FUND | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | STUDENT SCHOLARSHIPS | $5,000 |
| CHILDRENS HOSPITAL - BOSTON | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $1,000 |
| COLORADO COLLEGE | |||||||
| 14 E CACHE LA POUDRE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | TIGER PRIDE FUND | $1,000 |
| ENVIRONMENTAL LEAGUE OF MASSACHUSETTS | |||||||
| 14 BEACON ST SUITE 714 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $2,000 |
| GIVE THE KIDS THE WORLD FOUNDATION | |||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $1,000 |
| GOOD SHEPHARD COMMUNITY CARE | |||||||
| 90 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $250 |
| GRACE LIGHTHOUSE CHURCH | |||||||
| 3065 CRANBERRY HIGHWAY | E WAREHAM | MA | 02538 | NONE | SUPPORT CURRENT PROGRAMS | $10,000 | |
| GREENWAY CONSERVANCY - CHIN PARK | |||||||
| 185 KNEELAND STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | SUPPORT CHIN PARK PROJECT | $10,000 |
| HOCKADAY SCHOOL | |||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | ANNUAL FUND | $1,000 | |
| MAKE A WISH FOUNDATION | |||||||
| 4742 NORTH 24TH ST SUITE 400 | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | CURRENT PROGRAMS | $1,000 |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $1,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC CHARITY | GIFT TO THE CLASS OF 1978 | $1,000 |
| PRIMARY SOURCE - GALA FOR PRIMARY EDUCATION | |||||||
| 101 WALNUT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $30,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ALLISON | $100 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ANDREA | $100 |
| SHADY HILL SCHOOL - FA WANG SCHOLARSHIP FUND | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT YEAR | $5,000 |
| SHADY HILL SCHOOL - HUB CAMPAIGN | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | HUB CAMPAIGN | $25,000 |
| SHADY HILL SCHOOL ANNUAL FUND | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $7,500 |
| SOUTH COVE CAPITAL CAMPAIGN | |||||||
| 288 WASHINGTON STREET | QUINCY | MA | 02169 | NONE | PUBLIC CHARITY | SUPPORT TO BUILD THE NEW SOUTH COVE MANOR | $10,000 |
| TEXAS SCOTTISH RITE HOSPITAL | |||||||
| 2222 WELBORNE STREET | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $30,000 |
| THE YMCA OF GREATER BOSTON - 2021 SPARK PARTY | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | 2017 SPARK PARTY | $10,000 |
| THE YMCA OF GREATER BOSTON - ANNUAL FUND | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND | $15,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 650 FOREST ST | MEDFORD | MA | 02149 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $50,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 650 FOREST ST | MEDFORD | MA | 02149 | NONE | PUBLIC CHARITY | TUFTS MEN'S LACROSSE PROGRAM | $10,000 |
| WGBH | |||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $367,950 | 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 | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $282,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $331,289 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $331,289 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SHS ACCENTURE PLC CL A | $33,018 | $82,910 |
| 75 SHS AIR PRODUCTS & CHEMICALS INC | $20,807 | $22,819 |
| 500 SHS ALCON INC | $22,964 | $43,560 |
| 14 SHS ALPHABET INC CL C | $16,843 | $40,510 |
| 8 SHS AMAZON.COM INC | $15,020 | $26,675 |
| 900 SHS AT&T | $27,063 | $22,140 |
| 300 SHS BHP GROUP LTD SPONS | $23,261 | $18,105 |
| 200 SHS DISNEY WALT CO | $29,422 | $30,978 |
| 500 SHS AUTOMATIC DATA PROCESSING INC | $9,216 | $123,290 |
| 600 SHS CVS HEALTH CORP | $40,932 | $61,896 |
| 125 SHS ECOLAB INC | $24,149 | $29,324 |
| 1200 SHS FASTENAL CO | $36,372 | $76,872 |
| 800 SHS JOHNSON & JOHNSON | $20,413 | $136,856 |
| 2500 SHS KINDER MORGAN | $50,425 | $39,650 |
| 300 SHS MASTERCARD INC | $29,175 | $107,796 |
| 1500 SHS MERCK & CO | $55,053 | $114,960 |
| 400 SHS NOVARTIS AG SPONS | $18,253 | $34,988 |
| 800 SHS PROCTER & GAMBLE | $21,171 | $130,864 |
| 1400 SHS CISCO SYSTEMS INC | $21,014 | $88,718 |
| 800 SHS INTEL CORP | $23,338 | $41,200 |
| 75 SHS INTIUT | $23,137 | $48,241 |
| 725 SHS MICROSOFT | $19,244 | $243,832 |
| 1500 SHS COCA COLA | $30,990 | $88,815 |
| 800 SHS SOUTHERN CO | $22,551 | $54,864 |
| 500 SHS UNILEVER PLC SPONSORED ADR | $11,309 | $26,895 |
| 600 SHS PEPSICO INC | $42,771 | $104,226 |
| 1200 SHS VERIZON COMM | $38,976 | $62,352 |
| 200 SHS QUALCOMM INC | $14,394 | $36,574 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 500 SHS VANGUARD FTSE EMERGING MKT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $22,500 | BookValueAmt |
| EOYFMV | $24,730 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $40,199 | LegalFeesAmt |
| Net Investment Income | $40,199 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT - 2020 CONTRIBUTIONS REFLECTED IN BK VALUE | Desc |
| Amt | $134,950 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $35 | $35 | $0 |
| ADR FEE | $10 | $10 | $0 |
| TRUSTEE TRAVEL EXPENSES | $1,509 | $1,509 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT - 2021 CONTRIBUTIONS NOT REFLECTED IN BK VALUE | Desc |
| Amt | $83,700 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $552 | $552 | $0 |
| EXCISE TAX | $3,115 | $0 | $0 |