LAWRENCE MODEL LODGING HOUSING TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: LAWRENCE MODEL LODGING HOUSING TR (EIN 04-6034850)
Tax period: 2024-04-01 to 2025-03-31
Filed: 2025-07-25
IRS object ID: 202512069349100111
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-07-25T09:56:59-05:00	ReturnTs
Tax Period End	2025-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	221534652	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MCCARTER & ENGLISH LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	265 FRANKLIN STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	046034850	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LAWRENCE MODEL LODGING HOUSES TRUST	BusinessNameLine1Txt
Business Name Line2	DONALD E VAUGHAN ET AL TRUSTEES	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LAWR	BusinessNameControlTxt
Phone	6174496500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	MCCARTER ENGLISH 265 FRANKLIN ST	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DONALD A VAUGHAN	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6174496500	PhoneNum
Signature	2025-07-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	HOWARD E SCHWARTZ	PreparerPersonNm
PTIN	P00341233	PTIN
Phone	6174496500	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,703,917	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
Dividends Rev And Expnss	$38,437	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$38,437	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$38,437	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$206,022	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$372,517	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$206,022	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$244,459	TotalRevAndExpnssAmt
Total Net Invst Incm	$244,459	TotalNetInvstIncmAmt
Total Adj Net Incm	$38,437	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$10,628	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$7,971	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$2,657	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$18,050	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$4,513	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$13,537	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$17,712	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$17,712	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,021	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,021	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$50	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$15	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$35	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$49,461	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$33,232	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$16,229	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$90,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$90,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$139,961	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$33,232	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$106,729	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$104,498	ExcessRevenueOverExpensesAmt
Net Investment Income	$211,227	NetInvestmentIncomeAmt
Adjusted Net Income	$38,437	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$193,699	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$224,193	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$224,193	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$367,374	CorporateStockBOYAmt
Corporate Stock EOY	$525,404	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,168,546	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$53,564	CorporateBondsBOYAmt
Corporate Bonds EOY	$49,916	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$49,794	CorporateBondsEOYFMVAmt
Other Investments BOY	$324,074	OtherInvestmentsBOYAmt
Other Investments EOY	$251,145	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$261,384	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$938,711	TotalAssetsBOYAmt
Total Assets EOY	$1,050,658	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,703,917	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$904,327	CapitalStockBOYAmt
Capital Stock EOY	$904,327	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$34,384	RetainedEarningBOYAmt
Retained Earning EOY	$146,331	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$938,711	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,050,658	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$938,711	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,050,658	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$938,711	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$104,498	ExcessRevenueOverExpensesAmt
Other Increases	$7,449	OtherIncreasesAmt
Subtotal	$1,050,658	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,050,658	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
10 SHRS AUTOZONE INC	P	2012-06-11	2024-11-15	$31,114	$3,871	$27,243	$27,243
26,000 GOLDMAN SACHS BK	P	2019-08-13	2024-08-27	$26,000	$26,002	-$2	-$2
225 SHRS JP MORGAN EXCHNAGE	P	2024-03-11	2024-08-08	$10,559	$10,436	$123	$123
100 SHRS JP MORGAN CHASE	P	1963-05-06	2024-11-15	$24,568	$78	$24,490	$24,490
50 SHRS MASTERCARD	P	2014-01-31	2024-11-15	$26,026	$3,827	$22,199	$22,199
170 SHRS MODERNA INC	P	2019-08-02	2024-08-08	$14,393	$2,212	$12,181	$12,181
275 SHRS NXP SEMICONDUCTORS	P	2012-11-28	2024-11-15	$59,743	$6,525	$53,218	$53,218
250 SHRS TJX COMPANIES INC	P	2003-09-25	2024-11-15	$30,042	$1,251	$28,791	$28,791
85 UNITED STATES TREASURY NTS	P	2024-03-11	2025-02-18	$85,000	$82,687	$2,313	$2,313
110 SHRS UNITEDHEALTH GRP	P	2018-12-14	2024-11-15	$65,072	$29,606	$35,466	$35,466

Field	Value	IRS element (for citing)
Capital Gain Net Income	$206,022	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$2,436	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,936	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,936	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,936	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,701	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,701	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$235	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	0	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	DONALD E VAUGHAN TRUSTEE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6174496500	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	MCCARTER ENGLISH 265 FRANKLIN ST	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 (3 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 Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd
DONALD E VAUGHAN
MCCARTER ENGLISH 265 FRANKLIN ST	BOSTON	MA	02110	TRUSTEE	1.00	$0	$0	$0
ASHLEY BROOKS
SULLIVAN WORCESTER 1 POST OFFICE SQ	BOSTON	MA	02109	TRUSTEE	1.00	$5,314	$0	$0
PETER SHAPIRO
				TRUSTEE	1.00	$5,314	$0	$0	42 RUE DES PLAINES	AUSTIN	JOB	CA	1BO

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
BURNS & LEVINSON LLP
125 HIGH ST	BOSTON	MA	02110	LEGAL	$13,962
MCCARTER & ENGLISH LLP
265 FRANKLIN ST	BOSTON	MA	02110	LEGAL	$4,088

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,546,118	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$208,946	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,755,064	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,755,064	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$26,326	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,728,738	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$86,437	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$86,437	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,936	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,936	TotalTaxAmt
Distributable Before Adj	$83,501	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$83,501	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$83,501	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$106,729	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$106,729	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$83,501	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$9,775	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$28,352	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$17,878	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$5,302	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$61,307	TotalExcessDistributionCyovAmt
Qualifying Distributions	$106,729	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$83,501	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$23,228	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$84,535	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	$9,775	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$74,760	ExcessDistriCyovToNextYrAmt
Excess From Year4	$28,352	ExcessFromYear4Amt
Excess From Year3	$17,878	ExcessFromYear3Amt
Excess From Year2	$5,302	ExcessFromYear2Amt
Excess From Current Year	$23,228	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DONALD E VAUGHAN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	265 FRANKLIN ST	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6174496500	RecipientPhoneNum
Form And Info And Materials	NO PARTICULAR FORM REQUIRED	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	BOSTON CHARITIES ONLY	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALLSTON BRIGHTON COMMUNITY DEV
18R SHEPARD STREET	BRIGHTON	MA	02135	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$3,000
BOSTON BUILDING RESOURCES
100 TERRACE STREET	BOSTON	MA	02120	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$5,000
BROOKVIEW HOUSE
2 BROOKVIEW STREET	DORCHESTER	MA	02124	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$2,500
CARITAS COMMUNITIES
25 BRAINTREE HILL OFFICE PARK	BRAINTREE	MA	02184	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$12,000
FAMILY AID BOSTON
3815 WASHINGTON ST	BOSTON	MA	02130	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$5,000
FENWAY COMMUNITY DEVELOPMENT CORP
70 BURBANK STREET	BOSTON	MA	02115	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$7,500
GREATER BOSTON LEGAL SERVICES
197 FRIEND STREET	BOSTON	MA	02114	PC	TO HELP SUPPORT LEGAL SERVICES FOR THE NEEDY	$5,000
JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORP
31 GERMANIA ST	JAMACA PLAIN	MA	02130	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$7,500
LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING
16 BEACON STREET	BOSTON	MA	02108	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$10,000
METROPOLITAN BOSTON HOUSING
125 LINCOLN STREET 5TH FLOOR	BOSTON	MA	02111	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$10,000
NEW ENGLAND CENTER AND HOME FOR VETERANS
17 COURT STREET	BOSTON	MA	02108	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$5,000
PINE STREET INN
444 HARRISON AVE	BOSTON	MA	02115	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$2,500
ROGERSON COMMUNITIES
1 FLORENCE STREET	ROSLINDALE	MA	02131	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$500
SOJOURNER HOUSE
85 ROCKLAND STREET	ROXBURY	MA	02119	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$5,000
VICTORY PROGRAMS
13 ISABELLA ST	BOSTON	MA	02116	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$2,500
VOLUNTEER LAWYER PROJECT
7 WINTHROP SQUARE	BOSTON	MA	02110	PC	TO HELP SUPPORT HOUSING FOR THE NEEDY	$7,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$90,500	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$38,437	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$206,022	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$244,459	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$244,459	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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DIAMOND HILL CORE	$12,390	$12,338
GOLDMAN SACHS BANK	$25,049	$24,920
PIMCO INCOME	$12,477	$12,536

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AUTOZONE INC	$4,645	$45,753
TJX COS INC	$2,678	$65,163
CHEVRON CORP	$20,065	$40,150
JP MORGAN CHASE	$250	$78,496
MASTERCARD	$10,334	$73,996
TRAVELERS COS	$8,906	$67,437
EDWARDS LIFESCIENCES	$1,672	$46,750
NOVO NORDISK AS ADR	$2,779	$34,720
ALPHABET INC CL A	$8,601	$64,949
BROADCOM INC	$1,716	$63,623
THERMO FISHER SCIENTIFIC	$30,552	$64,688
MICROSOFT CORP	$18,765	$65,693
ENTERPRISE PRODUCT PARTNERS	$20,299	$34,140
VERTEX PHARMACEUTICALS	$29,946	$63,027
DIAMONDBACK ENERGY	$31,080	$43,168
EATON CORP	$17,515	$16,310
CONSTELLATION BRANDS INC	$23,786	$18,352
PEPSICO INC	$22,754	$20,242
RTX CORPORATION	$19,052	$31,790
JP MORGAN EXCHANGE	$39,423	$40,128
AMAZON COM	$18,231	$17,123
COSTCO WHOLESALE	$18,167	$18,916
DEERE & CO	$19,957	$23,468
DELL TECHGNOLOGIES	$18,452	$12,761
GE VERNOVA INC	$18,196	$16,790
LOWES COMPANIES	$18,860	$16,326
MARRIOTT	$19,536	$16,674
META PLATFORMS INC	$27,754	$28,818
NVIDIA CORP	$17,033	$13,006
PALO ALTO NETWORKS	$19,363	$17,064
VERTIV HOLDINGS	$15,037	$9,025

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
APPLIED EXPLORER	AT COST	$49,170	$49,346
EATON VANCE FLOATING RATE	AT COST	$51,933	$51,302
FIDELITY REAL ESTATE INCOME FD	AT COST	$27,317	$30,734
FIDELITY TOTAL BOND FD	AT COST	$53,206	$54,900
FIDELITY EMERGING MKTS	AT COST	$23,430	$25,468
MORGAN STANLEY INTNL ADVANTAGE	AT COST	$46,089	$49,634

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$18,050	LegalFeesAmt
Net Investment Income	$4,513	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$13,537	DisbursementsCharitablePrpsAmt

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	$15	$15	$0	$0
STATE FILING FEE	$35	$0	$0	$35

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (4 entries)

DescDesc	AmtAmt
ENTERPRISE PRODS-COST BASIS ADJUSTMENT	$5,250
PRIOR YEAR ADJUSTMENT	$885
GOLDMAN SACHS 3.15% 6/17/25 - COST ADJ	$1,173
US TREASURY NTS - COST ADJUSTMENT	$141

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	TRUST MANAGMENT FEES	CategoryTxt
Amt	$17,712	Amt
Net Investment Income	$17,712	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	CategoryTxt
Amt	$3,021	Amt
Net Investment Income	$3,021	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt