WANG FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202111379349100306
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T08:19:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-17 | 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 | 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 | $2,616,708 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,966 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,240 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $574,430 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,240 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $211,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,218 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,495 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,248 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,247 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $844 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $844 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $756 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $897 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $897 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $476,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $437,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$265,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,473 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,938 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | -$6,831 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $226,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,743 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $475,482 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $225,091 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $228,294 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $981,539 | CorporateStockBOYAmt |
| Corporate Stock EOY | $914,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,075,081 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $84,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,590 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,587,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,450,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,616,708 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,587,506 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,450,375 | 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 | $1,587,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,450,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,587,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,450,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,587,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$265,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $134,950 | OtherIncreasesAmt |
| Subtotal | $1,457,232 | SubtotalAmt |
| Other Decreases | $6,857 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,450,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 10M US TREAS NTS 2.625% 08/15/20 | P | 2020-01-02 | $10,056 | $10,007 | $49 | $49 |
| 200 SHS GILEAD SCIENCES INC | P | 2020-02-28 | $14,444 | $18,054 | -$3,610 | -$3,610 |
| 50M US TREAS NTS 2.625% 08/15/20 | P | 2020-04-17 | $50,422 | $50,017 | $405 | $405 |
| 1000 SHS WALGREENS BOOTS ALLIANCE INC | P | 2020-06-12 | $44,619 | $35,279 | $9,340 | $9,340 |
| 600 SHS CARRIER GLOBAL CORP | P | 2020-08-10 | $16,869 | $12,362 | $4,507 | $4,507 |
| 700 SHS EMERSON ELEC CO | P | 2020-08-10 | $45,331 | $19,526 | $25,805 | $25,805 |
| 400 SHS EXXON MOBIL CORP | P | 2020-08-10 | $17,465 | $9,984 | $7,481 | $7,481 |
| 1200 SHS INTEL CORP | P | 2020-08-10 | $57,862 | $35,007 | $22,855 | $22,855 |
| 300 SHS OTIS WORLDWIDE CORP | P | 2020-08-10 | $18,909 | $18,490 | $419 | $419 |
| 500 SHS UNILEVER PLC | P | 2020-08-10 | $30,264 | $11,355 | $18,909 | $18,909 |
| 300 SHS COCA COLA | P | 2020-08-10 | $14,206 | $6,198 | $8,008 | $8,008 |
| 200 SHS MERCK & CO | P | 2020-08-10 | $16,166 | $7,703 | $8,463 | $8,463 |
| 100 SHS MICROSOFT CORP | P | 2020-08-10 | $21,268 | $2,654 | $18,614 | $18,614 |
| 200 SHS PROCTER & GAMBLE | P | 2020-08-10 | $26,549 | $5,293 | $21,256 | $21,256 |
| 90M US TREAS NTS 2.625% 08/15/20 | P | 2020-08-17 | $90,000 | $90,144 | -$144 | -$144 |
| 100M US TREAS NTS 2.875% 10/31/20 | P | 2020-11-02 | $100,000 | $100,117 | -$117 | -$117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,240 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,397 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,397 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,682 | 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 | $1,682 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $715 | 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 | $22,495 | $0 | $0 | AVE |
| GOODWIN PROCTER LLP | |||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | LEGAL FEE | 0.50 | $15,000 | $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 | $2,460,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,631,040 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,631,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,591,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,397 | TotalTaxAmt |
| Distributable Before Adj | $127,182 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $127,182 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $127,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $437,697 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $437,697 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $437,697 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $256,566 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $197,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $215,488 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $275,999 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $258,508 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,204,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $437,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,182 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $310,515 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,514,790 | 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 | $256,566 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,258,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,714 | ExcessFromYear4Amt |
| Excess From Year3 | $215,488 | ExcessFromYear3Amt |
| Excess From Year2 | $275,999 | ExcessFromYear2Amt |
| Excess From Year1 | $258,508 | ExcessFromYear1Amt |
| Excess From Current Year | $310,515 | 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 | HEALTHCARE HEROES FUND | $5,000 |
| 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 | $80,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 38 ASH STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $25,000 |
| 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 | $10,000 |
| 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 | $1,500 |
| 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 |
| HIGH MOUNTAIN INSTITUTE | |||||||
| PO BOX 970 | LEADVILLE | CO | 80461 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $20,000 |
| 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 |
| NORTH TEXAS FOOD BANK | |||||||
| MAPLESHADE LANE | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | CURRENT PROGRAMS | $30,000 |
| PRIMARY SOURCE | |||||||
| 101 WALNUT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | YEAR 3 OF 3 YEAR GRANT | $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 |
| THE HOCKADAY SCHOOL | |||||||
| 14114 DALLAS PARKWAY | DALLAS | TX | 75254 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL & SCHOLARSHIPS | $1,000 |
| THE YMCA OF GREATER BOSTON | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | YMCA HEALTHY FAMILIES & HEALTHY COMMUNITIES CAMPAIGN | $5,000 |
| THE YMCA OF GREATER BOSTON - 2018 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 | $10,000 |
| TUFTS UNIVERSITY | |||||||
| 650 FOREST ST | MEDFORD | MA | 02149 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $50,000 |
| TUFTS UNIVERSITY | |||||||
| 650 FOREST ST | MEDFORD | MA | 02149 | NONE | PUBLIC CHARITY | LACROSSE ANNUAL FUND | $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 | $416,450 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,966 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,240 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,218 | 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 (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SHS ACCENTURE PLC CL A | $33,018 | $52,242 |
| 500 SHS ALCON INC | $22,964 | $32,990 |
| 14 SHS ALPHABET INC CL C | $16,843 | $24,526 |
| 8 SHS AMAZON.COM INC | $15,020 | $26,055 |
| 900 SHS AT&T | $27,063 | $25,884 |
| 200 SHS DISNEY WALT CO | $29,422 | $36,236 |
| 500 SHS AUTOMATIC DATA PROCESSING INC | $9,216 | $88,100 |
| 600 SHS CVS HEALTH CORP | $40,932 | $40,980 |
| 125 SHS ECOLAB INC | $24,149 | $27,045 |
| 400 SHS EXXON/MOBIL CORP | $9,984 | $16,488 |
| 1200 SHS FASTENAL CO | $36,372 | $58,596 |
| 1100 SHS JOHNSON & JOHNSON | $28,067 | $173,118 |
| 2500 SHS KINDER MORGAN | $50,425 | $34,175 |
| 300 SHS MASTERCARD INC | $29,175 | $107,082 |
| 2000 SHS MERCK & CO | $77,030 | $163,600 |
| 1000 SHS PROCTER & GAMBLE | $26,464 | $139,140 |
| 2800 SHS CISCO SYSTEMS INC | $54,751 | $125,300 |
| 800 SHS INTEL CORP | $23,338 | $39,856 |
| 75 SHS INTIUT | $23,137 | $28,489 |
| 900 SHS MICROSOFT | $23,889 | $200,178 |
| 2000 SHS COCA COLA | $41,320 | $109,680 |
| 1000 SHS SOUTHERN CO | $28,189 | $61,430 |
| 200 SHS STATE STREET CORP | $14,610 | $14,556 |
| 700 SHS NOVARTIS AG SPOMSORED ADR | $31,943 | $66,101 |
| 2000 SHS UNILEVER PLC SPONSORED ADR | $45,375 | $120,720 |
| 800 SHS PEPSICO INC | $57,028 | $118,640 |
| 1200 SHS VERIZON COMM | $38,976 | $70,500 |
| 200 SHS QUALCOMM INC | $14,394 | $30,468 |
| 600 SHS RAYTHEON TECHNOLOGIES CORP | $41,069 | $42,906 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $225,091 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $228,294 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 500 SHS ISHARES MSCI EAFE INDEX FD | AT COST | $39,378 | $36,480 |
| 1000 SHS VANGUARD FTSE EMERGING MKT | AT COST | $45,000 | $50,110 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $15,000 | LegalFeesAmt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK VALUE ADJUSTMENT - 2019 CONTRIBUTIONS REFLECTED IN BK VALUE | $6,000 |
| BOOK VALUE ADJUSTMENT | $857 |
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 | $48 | $48 | $0 |
| TRUSTEE TRAVEL EXPENSES | $814 | $814 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT - 2020 CONTRIBUTIONS NOT REFLECTED IN BK VALUE | Desc |
| Amt | $134,950 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NICHOLS & PRATT ADVISORY FEES | CategoryTxt |
| Amt | $844 | Amt |
| Net Investment Income | $844 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $756 | Amt |
| Net Investment Income | $756 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |