MARK S BRADLEY CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: MARK S BRADLEY CHARITABLE FOUNDATION (EIN 46-6452380)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2021-11-12
IRS object ID: 202103169349101030
Schema version: 2020v4.1
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
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-12T08:41:52-06:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043296226	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DICICCO GULMAN & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	150 PRESIDENTIAL WAY SUITE 510	AddressLine1Txt
City	WOBURN	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01801	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	466452380	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MARK S BRADLEY CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARK	BusinessNameControlTxt
Phone	6173454500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	MHL ONE INTERNATIONAL PL NO 32 F	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT MORRISSEY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6173454500	PhoneNum
Signature	2021-11-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	MORRISSEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SARAH A GUILMETTE	PreparerPersonNm
PTIN	P00849673	PTIN
Phone	7819375300	PhoneNum
Preparation	2021-11-09	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	$5,064,127	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	$528,987	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$23	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$23	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$100,981	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$100,981	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$209,944	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$552,559	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$327,510	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$804	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$840,739	TotalRevAndExpnssAmt
Total Net Invst Incm	$428,514	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$6,740	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,370	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$46,003	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$23,001	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,379	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,350	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,804	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,804	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$57,926	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$29,525	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$173,682	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$173,682	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$231,608	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$29,525	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$173,682	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$609,131	ExcessRevenueOverExpensesAmt
Net Investment Income	$398,989	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$362	CashBOYAmt
Cash EOY	$1,293	CashEOYAmt
Cash EOYFMV	$1,293	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$274,634	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$484,211	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$484,211	SavAndTempCashInvstEOYFMVAmt
Other Assets BOY	$2,845,771	OtherAssetsBOYAmt
Other Assets EOY	$3,008,747	OtherAssetsEOYAmt
Other Assets EOYFMV	$4,578,623	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,120,767	TotalAssetsBOYAmt
Total Assets EOY	$3,494,251	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,064,127	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$51,500	AccountsPayableBOYAmt
Accounts Payable EOY	$16,372	AccountsPayableEOYAmt
Total Liabilities BOY	$51,500	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$16,372	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$3,069,267	CapitalStockBOYAmt
Capital Stock EOY	$3,477,879	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	$3,069,267	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,477,879	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,120,767	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,494,251	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,069,267	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$609,131	ExcessRevenueOverExpensesAmt
Other Increases	$305	OtherIncreasesAmt
Subtotal	$3,678,703	SubtotalAmt
Other Decreases	$200,824	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,477,879	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STARWOOD PPTY TR INC 5000 SHARES	P	2017-07-25	2020-09-17	$79,151	$110,534	-$31,383	-$31,383
NATL BEVERAGE CORP 5000 SHARES	D	2021-05-14	2021-05-14	$230,218	$112,652	$117,566	$117,566
GNMA 662124X	P	2014-03-20	2021-06-30	$1,863	$1,863	$0	$0
CAPITAL GAINS DIVIDENDS	P			$72,911		$72,911	$72,911
CAPITAL GAINS DIVIDENDS	P			$168,416		$168,416	$168,416

Field	Value	IRS element (for citing)
Capital Gain Net Income	$327,510	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,546	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,546	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,546	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,600	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	$1,600	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$3,946	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	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	ROBERT F MORRISSEY	IndividualWithBooksNm
Phone	6173454500	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE INTERNATIONAL PLACE 32ND FL	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
ROBERT J MORRISSEY
ONE INTERNATIONAL PL 32ND FL	BOSTON	MA	02110	TRUSTEE	1.00	$0	$0	$0
ROBERT F MORRISSEY
ONE INTERNATIONAL PL 32ND FL	BOSTON	MA	02110	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	$4,063,321	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$246,447	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,309,768	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,309,768	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$64,647	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,245,121	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$212,256	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$212,256	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,546	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,546	TotalTaxAmt
Distributable Before Adj	$206,710	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$206,710	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$206,710	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$173,682	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$173,682	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$173,682	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$206,710	DistributableAsAdjustedAmt
Undistributed Income PY	$173,682	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$173,682	QualifyingDistributionsAmt
Applied To Year1	$173,682	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$0	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$206,710	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN FEDERATION FOR CHILDREN
1020 19TH ST NW	WASHINGTON	DC	20036	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$1,000
ARCHDIOCESE OF BOSTON
66 BROOKS DRIVE	BRAINTREE	MA	02184	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$900
AUTISM SPEAKS
1060 STATE ROAD 2ND FLOOR	PRINCETON	NJ	08540	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$400
BOSTON COLLEGE
140 COMMONWEALTH AVENUE	CHESTNUT HILL	MA	02467	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$65,000
BRIGHAM & WOMEN'S HOSPITAL
75 FRANCIS STREET	BOSTON	MA	02115	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$20,000
CAMP HARBOR VIEW
46 PLYMPTON ST	BOSTON	MA	02118	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$3,500
CAMPAIGN FOR CATHOLIC SCHOOLS
66 BROOKS DRIVE	BRAINTREE	MA	02184	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$5,000
CAPE COD HEALTHCARE
27 PARK STREET	HYANNIS	MA	02601	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$5,200
CATHOLIC SCHOOL FOUNDATION
67 BATTERYMARCH STREET	BOSTON	MA	02110	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$21,060
CHILDREN'S HOSPITAL BOSTON
300 LONGWOOD AVE	BOSTON	MA	02115	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$21,500
CLUB FOR GROWTH
2001 L STREET SUITE 600	WASHINGTON	DC	20036	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$6,000
COMPETITIVE ENTERPRISE INSTITUTE
1310 L STREET NW 7TH FLOOR	WASHINGTON	DC	20005	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$1,000
FLORIDA PHILANTHROPIC NETWORK
5421 BEAUMONT CENTER BLVD SUITE 655	TAMPA	FL	33634	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$1,000
FRIENDS OF THE BPR MOUNTED UNIT
125 ARBORWAY	BOSTON	MA	02130	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$500
GOLF FIGHTS CANCER
300 ARNOLD PALMER BLVD	NORTON	MA	02766	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$1,300
JOSLIN DIABETES CENTER
ONE JOSLIN PLACE	BOSTON	MA	02215	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$5,000
JUDICIAL WATCH INC
425 3RD STREET SW	WASHINGTON	DC	20515	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$1,000
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET	BOSTON	MA	02114	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$5,000
NATIONAL ALOPECIA AREATA FOUNDATION
65 MITCHELL BOULEVARD SUITE 200-B	SAN RAFAEL	CA	94903	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$1,000
PHILANTHROPY ROUNDTABLE
1120 20TH ST NW 550	WASHINGTON	DC	20036	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$500
THE CATO INSTITUTE
1000 MASSACHUSETTS AVE NW	WASHINGTON	DC	200015403	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$1,072
THE FEDERALIST SOCIETY
1776 I STREET NW	WASHINGTON	DC	20066	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$5,000
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200	RYE BROOK	NY	10573	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$250
THE PACIFIC LEGAL FOUNDATION
555 CAPITOL MALL SUITE 1290	SACRAMENTO	CA	95814	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$500
THE SALVATION ARMY USA
615 SLATERS LANE	ALEXANDRIA	VA	22314	PUBLIC	GENERAL SUPPORT OF RECIPIENT	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$173,682	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	$23	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$100,981	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$804	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$209,944	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$311,752	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$311,752	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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
MARK S BRADLEY TRUST OF 012474
1	ONE INTERNATIONAL PLACE 32ND FL	BOSTON	MA	021104102	$31,177	Yes (X)
MARK S BRADLEY TRUST OF 30195
2	ONE INTERNATIONAL PLACE 32ND FL	BOSTON	MA	021104102	$497,810		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
2	5,000 SHARES OF NATL BEVERAGE CORP	$230,675	2021-05-14
2	1,000 SHARES OF ALIBABA GROUP HLDG LTD	$267,135	2020-11-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$6,740	Amt
Net Investment Income	$3,370	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENTS - CORPORATE STOCK	Desc
BOY Book Value	$2,845,771	BOYBookValueAmt
EOY Book Value	$3,008,747	EOYBookValueAmt
EOYFMV	$4,578,623	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUST TO BASIS FOR CONTRIBUTED ASSETS	Desc
Amt	$200,824	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$645	$645	$0	$0
ADMIN FEES	$1,159	$1,159	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	U.S. TREASURY REFUND	Desc
Revenue And Expenses Per Books	$804	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR YEAR ADJUSTMENT	Desc
Amt	$305	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	OTHER PROFESSIONAL FEES	CategoryTxt
Amt	$46,003	Amt
Net Investment Income	$23,001	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
UNITED STATES TREASURY	$2,029	$0	$0	$0
FOREIGN TAX WITHHELD	$1,350	$1,350	$0	$0