BROMLEY CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BROMLEY CHARITABLE TR (EIN 04-3237138)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202103139349102125
- Schema version
- 2020v4.1
- Note
- A later return for the same period supersedes this one.
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T14:19:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042815899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST INVESTMENT MANAGEMENT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH ST STE 1000 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043237138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROMLEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROM | BusinessNameControlTxt |
| Phone | 6175233588 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUNCAN M MCFARLAND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175233588 | PhoneNum |
| Signature | 2021-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DUNCAN | PersonFirstNm |
| Person Last | MCFARLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER HARRIS | PreparerPersonNm |
| PTIN | P00292395 | PTIN |
| Phone | 6175233588 | PhoneNum |
| Preparation | 2021-10-26 | PreparationDt |
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 | 2020 | 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 | $14,947,133 | 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 | $3,950,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $105,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,200 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,096,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,440 | 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 | $61,169 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,169 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $102,972 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,972 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,227 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,324 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $201,244 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,372 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $192,372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $367,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $254,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,781,414 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,781,414 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,149,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,036,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,946,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,800 | CashBOYAmt |
| Cash EOY | $107,956 | CashEOYAmt |
| Cash EOYFMV | $107,956 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $149,479 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,655 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,511,753 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,426,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,419,489 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $8,286,691 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $6,165,075 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $8,286,691 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,286,691 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,043,345 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,043,345 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,123,342 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,931,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,873,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,947,133 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,251,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,251,801 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,679,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,621,955 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,931,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,873,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,931,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,873,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,931,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,946,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,878,105 | SubtotalAmt |
| Other Decreases | $4,349 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,873,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1,858 SHS, KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND | 2017-10-13 | 2020-01-27 | $25,086 | $38,967 | -$13,881 | -$13,881 | |
| 2,805 SHS, KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND | 2011-10-14 | 2020-01-27 | $37,871 | $53,489 | -$15,618 | -$15,618 | |
| 18,867.925 SHS, PGIM HIGH YIELD | 2008-10-09 | 2020-11-02 | $100,000 | $55,888 | $44,112 | $44,112 | |
| CAPITAL GAINS DIVIDENDS | $24,587 | $24,587 | $24,587 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,161 | 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 | $16,161 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,718 | OverpaymentAmt |
| Applied To ES Tax | $15,718 | 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 | DUNCAN MCFARLAND | IndividualWithBooksNm |
| Phone | 6175233588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | 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 |
|---|---|---|---|---|---|---|---|---|
| DUNCAN MCFARLAND | ||||||||
| 299 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN B MCFARLAND | ||||||||
| 299 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY E DEMPZE | ||||||||
| HEMENWAY BARNES - 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALICE FARMER | ||||||||
| 1213 N STREET NW UNIT A | WASHINGTON | DC | 20005 | 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 |
| 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 | $5,959,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $321,369 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,280,575 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,280,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,186,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $309,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $309,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $443 | TotalTaxAmt |
| Distributable Before Adj | $308,875 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $308,875 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $308,875 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,036,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,036,279 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,036,279 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,875 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,008,460 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $794,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,653,407 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,716,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,629,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,802,170 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,036,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,727,404 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,529,574 | 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 | $4,008,460 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,521,114 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $794,313 | ExcessFromYear4Amt |
| Excess From Year3 | $1,653,407 | ExcessFromYear3Amt |
| Excess From Year2 | $1,716,770 | ExcessFromYear2Amt |
| Excess From Year1 | $1,629,220 | ExcessFromYear1Amt |
| Excess From Current Year | $1,727,404 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DUNCAN MCFARLAND | ContributingManagerNm |
| Contributing Manager | ELLEN B MCFARLAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTHONY TRUST ASSOCIATION | |||||||
| PO BOX 205471 | NEW HAVEN | CT | 06520 | NONE | PUBLIC | GENERAL | $50,000 |
| ALLEN NEIGHBORHOOD CENTER | |||||||
| 166 E KALAMAZOO ST | LANSING | MI | 48912 | NONE | PUBLIC | GENERAL | $60,000 |
| BEACON ACADEMY | |||||||
| 477 LONGWOOD AVE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL | $50,000 |
| BOSTON COMMUNITY PEDIATRICS | |||||||
| 527 ALBANY ST 200 | BOSTON | MA | 02118 | NONE | PUBLIC | GENERAL | $50,000 |
| DAILY TABLE | |||||||
| 2201 WASHINGTON ST SUITE A | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL | $25,000 |
| DANIEL'S TABLE | |||||||
| 10 PEARL ST | FRAMINGHAM | MA | 01702 | NONE | PUBLIC | GENERAL | $10,000 |
| DARTMOUTH NATIONAL RESOURCES TRUST | |||||||
| 318 CHASE RD | DARTMOUTH | MA | 02747 | NONE | PUBLIC | GENERAL | $10,000 |
| ELEPHANT FAMILY USA | |||||||
| 130 WEST 79TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL | $50,000 |
| FIRST CONGREGATIONAL CHUCRH | |||||||
| 21 CHURCH ST | WINCHESTER | MA | 01890 | NONE | PUBLIC | GENERAL | $15,000 |
| FRIENDS OF BEDROCK GARDENS | |||||||
| 19 HIGH RD | LEE | NH | 03861 | NONE | PUBLIC | GENERAL | $10,000 |
| GIVING DIRECTLY INC | |||||||
| CHURCH STREET STATION PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PUBLIC | GENERAL | $5,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | PUBLIC | GENERAL | $5,000 |
| HEADING HIME | |||||||
| 529 MAIN STREET SUITE 100 | CHARLESTON | MA | 02129 | NONE | PUBLIC | GENERAL | $10,000 |
| HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC | GENERAL | $25,000 |
| HOOPS AND HOMEWORK | |||||||
| 9 PUSAN RD | FRAMINGHAM | MA | 01702 | NONE | PUBLIC | GENERAL | $10,000 |
| HUNTINGDON VALLEY CEMETERY & CHAPEL CO | |||||||
| 1005 HORSHAM RD | NORTH WALES | PA | 19454 | NONE | PUBLIC | GENERAL | $50,000 |
| INSTITUTE FOR MUSICAL ARTS | |||||||
| 165 CAPE ST | GOSHEN | MA | 01096 | NONE | PUBLIC | GENERAL | $11,000 |
| LEWA WILDLIFE CONSERVANCY | |||||||
| PO BOX 4449 | NEW YORK | NY | 10163 | NONE | PUBLIC | GENERAL | $25,000 |
| LITTLE QUAKERS ACADEMY | |||||||
| 401 ELM DRIVE | PLAINFIELD | IN | 46168 | NONE | PUBLIC | GENERAL | $25,000 |
| MANOMET | |||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PUBLIC | GENERAL | $30,000 |
| MARION INSTITUTE | |||||||
| 202 SPRING ST | MARION | MA | 02738 | NONE | PUBLIC | GENERAL | $50,000 |
| MORY'S ASSOCIATION | |||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | NONE | PUBLIC | GENERAL | $25,000 |
| NEW PROFIT | |||||||
| 225 FRANKLIN ST 350 | BOSTON | MA | 02110 | NONE | PUBLIC | GENERAL | $50,000 |
| NORTHEAST WILDERNESS TRUST | |||||||
| 17 STATE ST 302 | MONTPELLIAR | VT | 05602 | NONE | PUBLIC | GENERAL | $25,000 |
| NORTHSTAR LEARNING CENTER | |||||||
| 53 LINDEN ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | GENERAL | $25,000 |
| PEACE FIRST | |||||||
| 25 KINGSTON ST | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL | $5,000 |
| RARE CONSERVATION | |||||||
| 1310 N COURTHOUSE ROAD | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL | $8,500 |
| RED GATE FARM | |||||||
| 4 NORMAN RD | ASHFIELD | MA | 01330 | NONE | PUBLIC | GENERAL | $150,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| 95 DEERFIELD AVE | WESTWOOD | MA | 02090 | NONE | PUBLIC | GENERAL | $25,000 |
| ST MARK'S OF EPHESUS | |||||||
| 340 CLAPBOARDTREE ST | WESTWOOD | MA | 02090 | NONE | PUBLIC | GENERAL | $336,414 |
| SUPPORTIVE LIVING | |||||||
| 400 W CUMMINGS PARK 6100 | WOBURN | MA | 01801 | NONE | PUBLIC | GENERAL | $25,000 |
| THE EXPLORERS CLUB | |||||||
| 46E 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL | $14,000 |
| THE NATURE CONSERVANACY - BELIZE PROJECT | |||||||
| 4245 NORTH FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC | GENERAL | $100,000 |
| THREE SQUARES NEW ENGLAND | |||||||
| PO BOX 31 | BELMONT | MA | 02478 | NONE | PUBLIC | GENERAL | $5,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 6 BEACON ST 615 | BOSTON | MA | 02108 | NONE | PUBLIC | GENERAL | $25,000 |
| URBAN FARMING INSTITUTE | |||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | NONE | PUBLIC | GENERAL | $171,500 |
| URBAN FOOD INITIATIVE | |||||||
| 221 WASHINGTON ST | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL | $50,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL | $5,000 |
| WESTWOOD LAND TRUST | |||||||
| PO BOX 2616 | WESTWOOD | MA | 02090 | NONE | PUBLIC | GENERAL | $25,000 |
| WILLIAM PENN CHARTER SCHOOL | |||||||
| 3000 W SCHOOL HOUSE LN | PHILADELPHIA | PA | 19144 | NONE | PUBLIC | GENERAL | $55,000 |
| WOMEN'S FUND | |||||||
| 2 OLIVER ST 800 | BOSTON | MA | 02109 | NONE | PUBLIC | GENERAL | $25,000 |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| 7 PALMER ST 2 | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL | $25,000 |
| YWCA SOUTHEASTERN MA | |||||||
| 20 S 6TH ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | GENERAL | $25,000 |
| MARY'S LYNN FOUNDATION | |||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | NONE | PUBLIC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,781,414 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $146,003 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,003 | 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 | DUNCAN MCFARLAND | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,950,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,000 ISHARES MSCI HONG KONG INDEX | $80,737 | $123,200 |
| 2030 ISHRS CORE MSCI EMERGING MKTS | $92,061 | $125,941 |
| ISHRS CORE MSCI EMERGING MKTS REINVEST | $12,150 | $14,703 |
| 1,000 SPDR DJ INTL REAL ESTATE | $34,584 | $34,090 |
| 1,500 SPDR DJ INTL REAL ESTATE | $54,015 | $51,135 |
| 738 SPDR S&P DIVIDEND | $43,625 | $78,176 |
| 10,032.397 INVESCO GLOBAL REAL ESTATE | $119,833 | $85,175 |
| INVESCO GLOBAL REAL ESTATE REINVEST | $203,508 | $199,857 |
| 1,291.156 VANGUARD INTL GROWTH | $100,000 | $206,959 |
| 1,922.830 VANGUARD INTL GROWTH | $150,000 | $308,210 |
| VANGUARD INTL GROWTH REINVEST | $53,989 | $154,627 |
| 2471.566 VANGUARD INTL VALUE | $102,273 | $99,481 |
| VANGUARD INTL VALUE REINVEST | $36,523 | $44,208 |
| 23,490 VANGUARD DIVIDEND GROWTH | $549,666 | $780,808 |
| VANGUARD DIVIDEND GROWTH REINVEST | $212,992 | $269,178 |
| 33,000 NEW AMERICA HIGH INCOME FUND | $248,410 | $286,440 |
| NEW AMERICA HIGH INCOME REINVEST | $121,647 | $121,650 |
| 6,409.573 PRUDENTIAL HIGH YIELD FUND | $17,048 | $35,381 |
| 54,737.752 PRUDENTIAL HIGH YIELD FUND | $145,588 | $302,152 |
| 2,948.915 PRUDENTIAL HIGH YIELD FUND | $7,842 | $16,278 |
| PRUDENTIAL HIGH YIELD FUND REINVEST | $432 | $513 |
| 14,733.126 PRUDENTIAL HIGH YIELD FUND | $39,186 | $81,327 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARCHIPELAGO HOLDINGS LTD | FMV | $790,283 | $2,254,512 |
| WELLINGTON MGMT INVESTORS (IGUAZU) | FMV | $253,062 | $868,830 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LEGAL FEE | CategoryTxt |
| Legal Fees | $61,169 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,169 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ADJUSTMENT FOR JANUARY DIVIDENDS TAXABLE IN PRIOR YEAR | Desc |
| Amt | $4,349 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS. FORM PC FILING FEE | $500 | $0 | $0 |
| UBS FINANCIAL RMA SERVICE FEES | $8,372 | $8,372 | $0 |
| ROUND THE BEND FARM EXPENSES | $152,372 | $0 | $152,372 |
| KAREN BETTS - TRAVEL ARRANGMENTS | $40,000 | $0 | $40,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHEAST INVST MGMT - TAX PREP | $1,135 | $1,135 | $0 |
| TWIN FOCUS CAPITAL | $101,837 | $101,837 | $0 |
| ARCADIA INS - OFF & DIR LIABILITY | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $1,227 | Amt |
| Net Investment Income | $1,227 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |