KATHRYN GOODMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN GOODMAN FOUNDATION (EIN 46-3170657)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202231329349103673
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T15:10:55-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042836739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADLER BLANCHARD & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CAMBRIDGE ST STE 201 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 | 463170657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KATHRYN GOODMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 5086420363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086420363 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | GOODMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL BLANCHARD | PreparerPersonNm |
| PTIN | P00851646 | PTIN |
| Phone | 7812730075 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $8,584,705 | 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 | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $232,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,019 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $232,019 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $631,351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,472,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $631,351 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,749 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $16 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $863,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $863,411 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $233,809 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $60,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $450 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $77,630 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,630 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $77,630 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,871 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,870 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $539 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $539 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $145,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $145,539 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $318,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $318,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $464,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $145,539 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $399,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $717,871 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $88,270 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$4 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $73,916 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,810 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,810 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,720,238 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,101,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,492,895 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,794,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,193,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,584,705 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,794,154 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,193,275 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,794,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,193,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,794,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,193,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,794,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $399,121 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,193,275 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,193,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML SECURITIES ST CVD | P | 2021-05-28 | 2021-12-31 | $44,630 | $42,881 | $1,749 | $1,749 |
| ML SECURITIES LT CVD | P | 2019-01-01 | 2021-12-31 | $2,428,035 | $1,798,681 | $629,354 | $629,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $631,351 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,749 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,978 | SubtotalAmt |
| Tax Based On Investment Income | $9,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,095 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,095 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,883 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY W GOODMAN | IndividualWithBooksNm |
| Phone | 5086420363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2018 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH WEALTH MANAGEMENT | |||||
| 5905 E GALBRAITH RD | CINCINNATI | OH | 45236 | INVESTMENT MGMT | $77,630 |
| TIMOTHY GOODMAN | |||||
| PO BOX 1451 | WEST TISBURY | MA | 02575 | TRUSTEE | $60,000 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,794,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,960,193 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,960,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,840,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $392,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $392,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,978 | TotalTaxAmt |
| Distributable Before Adj | $382,062 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $382,062 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $382,062 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $318,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $382,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $320,948 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $132 | TotalForPriorYearsAmt |
| Qualifying Distributions | $318,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $318,300 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $132 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $132 | PriorYearDeficiencyOrTaxAmt |
| Taxable2 | $2,648 | Taxable2Amt |
| Undistributed Income CY | $382,062 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | NONE | ASSISTANCE FOR HOMELESS ANIMALS | $3,000 | |
| ANIMAL SHELTER OF MARTHAS VINEYARD | |||||||
| PO BOX 1829 | EDGARTOWN | MA | 02539 | NONE | VET SERVICES | $5,000 | |
| CHILD JUSTICE INC | |||||||
| 8401 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PROTECTION FOR ABUSED CHILDREN | $40,000 | |
| FEATHERSTONE CTR | |||||||
| 30 FEATHERSTONE LANE | OAK BLUFFS | MA | 02557 | NONE | COMMUNITY PROGRAMS | $5,000 | |
| FRIENDS OF MVY RADIO | |||||||
| PO BOX 1148 | VINEYARD HAVEN | MA | 02568 | NONE | COM MUNITY PROGRAMS | $10,000 | |
| HARBOR HOMES | |||||||
| PO BOX 243 | WEST TISBURY | MA | 02575 | NONE | ASSISTANCE FOR HOMELESS | $5,000 | |
| HOSPICE OF MARTHAS VINEYARD | |||||||
| PO BOX 1748 | VINEYARD HAVEN | MA | 02568 | NONE | HOSPICE AND BEREAVEMENT SERVICES | $10,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | CANCER RESEARCH | $5,000 | ||
| MSPCA ANGELL MEMORIAL | |||||||
| 360 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | VETERINARY SERVICES | $3,000 | |
| MUSICALLY FED | |||||||
| 8274 E DEL CADENA | SCOTTSDALE | AZ | 85258 | NONE | COMMUNITY PROGRAMS | $60,000 | |
| MVY CENTER FOR LIVING | |||||||
| PO BOX 1729 | VINEYARD HAVEN | MA | 02568 | NONE | SENIOR ASSISTANCE | $5,000 | |
| MVY REGIONAL HIGH SCHOOL | |||||||
| BOX 1385 | OAK BLUFFS | MA | 02557 | NONE | EDUCATION SERVICES | $20,000 | |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE TO HOMELESS PERSONS | $5,000 | |
| ROSIES PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE FOR HOMELESS WOMEN | $5,000 | |
| SASSAFRAS EARTH EDUCATION | |||||||
| 5 CHURCH ST | VINEYARD HAVEN | MA | 02586 | NONE | EDUCATION SERVICES | $3,000 | |
| VINEYARD HOUSE INC | |||||||
| 5 CHURCH ST | VINEYARD HAVEN | MA | 02586 | NONE | REHABILITATION PROGRAMS | $5,000 | |
| YMCA OF MARTHAS VINEYARD | |||||||
| 111R EDGARTOWN | VINEYARD HAVEN | MA | 02568 | NONE | COMMUNITY PROGRAMS | $5,000 | VINEYARD HAVEN ROAD |
| MV COMMUNITY FOUNDATION | |||||||
| PO BOX 243 | WEST TISBURY | MA | 02568 | COMMUNITY SUPPORT | $41,000 | ||
| VINEYARD TRUST | |||||||
| PO BOX 5277 | EDGARTOWN | MA | 02539 | HISTORIC PRESERVATION | $13,000 | ||
| AF PRODUCTIONS | |||||||
| PO BOX 1888 | OAK BLUFFS | MA | 02557 | NOT FOR PROFIT VIDEOGRAPHER | $3,300 | ||
| DUNBARTON ARTS & EDUCATION | |||||||
| 3133 DUMBARTON ST NW | WASHINGTON | DC | 20007 | MUSIC EDUCATION | $3,000 | ||
| HOUSING ASSISTANCE PROGRAM | |||||||
| 460 WEST MAIN ST | HYANNIS | MA | 02601 | ASSISTANCE FOR THE HOMELESS | $5,000 | ||
| LAGOON POND ASSOCIATION | |||||||
| PO BOX 1978 | VINEYARD HAVEN | MA | 02568 | MAINTENANCE OF THE LAGOON POND | $3,000 | ||
| MARTHA'S VINEYARD MUSEUM | |||||||
| 151 LAGOON POND RD | VINEYARD HAVEN | MA | 02568 | MUSEUM | $10,000 | ||
| MASS AUDOBON'S FELIX NECK WILDLIFE | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | PRESERVATION OF FELIX NECK WILDLIFE | $3,000 | ||
| MEADOW HAVEN HORSE RECUE | |||||||
| 4204 COUNTRY ROAD 444 | NIXON | TX | 78140 | REHAB & ADOPTION FOR ELDERLY HORSES | $10,000 | ||
| SLOAN KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | CANCER CENTER | $5,000 | ||
| THE WANG CENTER | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02116 | ARTS EDUCATION | $20,000 | ||
| THE VINEYARD HAVEN PUBLIC LIBRARY | |||||||
| PO BOX 4961 | VINEYARD HAVEN | MA | 02568 | PUBLIC LIBRARY | $5,000 | ||
| WOMENS LUNCH PLACE | |||||||
| 20 PARK PLAZA SUITE 520 | BOSTON | MA | 02116 | DAY SHELTER FOR WOMEN | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $318,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,019 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $631,351 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $232,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $631,367 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $863,411 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADLER BLANCHARD | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,500 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMN ELEC POWER CO | $200,256 | $213,529 |
| AT&T | $254,361 | $179,826 |
| AUTOMATIC DATA PROC | $167,625 | $570,093 |
| CHEVRON | $254,737 | $260,048 |
| CISCO SYSTEMS | $209,737 | $418,242 |
| EMERSON ELECT CO | $200,240 | $316,563 |
| EXXON MOBIL | $258,611 | $169,619 |
| FRANKLIN RES INC | ||
| GILEAD SCIENCES INC COM | $200,112 | $214,563 |
| GENUINE PARTS CO | ||
| GLAXOSMITHKLINE PLC | ||
| INTL BUSINESS MACHINES | $278,651 | $259,835 |
| JM SMUCKER CO | $200,211 | $224,103 |
| JOHNSON AND JOHNSON | $171,312 | $296,635 |
| JP MORGAN CHASE & CO | $199,879 | $325,409 |
| KELLOGG CO | $230,488 | $231,268 |
| KYNDRYL HOLDINGS INCORP | $13,848 | $7,023 |
| MICROSOFT | $137,767 | $1,205,371 |
| NOVARTIS ADR | $200,232 | $197,682 |
| PAYCHEX INC | ||
| PFIZER | $189,926 | $337,176 |
| PINNACLE WEST CAP CORP | ||
| PUBSVC ENTERPRISE GRP | $242,534 | $360,209 |
| PUBLIC STORAGE | ||
| ROYAL BANK CANADA | $205,680 | $354,401 |
| SANOFI ADR | $200,604 | $187,124 |
| TOTALENERGIES SE | $240,459 | $187,948 |
| TOTAL SE | ||
| UNILEVER PLC NEW | $200,134 | $187,727 |
| UNITED PARCEL SVC | ||
| VERIZON COM | $215,022 | $222,389 |
| VIATRIS INC | ||
| 3M COMPANY | $250,546 | $262,004 |
| 7730 SH ISHARES EDGE MSCI | $1,178,497 | $1,304,108 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $450 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $539 | $539 | $539 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $77,630 | Amt |
| Net Investment Income | $77,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $77,630 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN DIVIDEND TAX | CategoryTxt |
| Amt | $4,871 | Amt |
| Net Investment Income | $4,871 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,870 | AdjustedNetIncomeAmt |