DOROTHY HARRISON EGAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY HARRISON EGAN FOUNDATION (EIN 57-1191002)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2021-12-09
- IRS object ID
- 202123439349100112
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-09T12:54:42-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201063009 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Liscombe & Parrella PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127A Main St P O Box 105 | AddressLine1Txt |
| City | Medway | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571191002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dorothy Harrison Egan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 5082286131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3366 | AddressLine1Txt |
| City | Nantucket | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02584 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Denis H Gazaille | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5082286131 | PhoneNum |
| Signature | 2021-11-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Denis | PersonFirstNm |
| Person Last | Gazaille | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Parrella | PreparerPersonNm |
| PTIN | P00594038 | PTIN |
| Phone | 5085202728 | PhoneNum |
| Preparation | 2021-11-29 | 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 | $11,320,658 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $161,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,835,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,196 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $444,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $439,263 | 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 |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,670 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $877 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,055 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $466,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $466,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $544,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $369,716 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,238 | CashBOYAmt |
| Cash EOY | $336,037 | CashEOYAmt |
| Cash EOYFMV | $336,037 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,980,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,753,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,881,876 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,103,921 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,059,504 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,102,745 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,256,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,149,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,320,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,256,111 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,149,220 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,256,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,149,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,256,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,149,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,256,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,156,305 | SubtotalAmt |
| Other Decreases | $7,085 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,149,220 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Pace Mtg-bk Fixed Inc | 2014-08-25 | 2020-10-23 | $2,681 | $2,656 | $25 | $25 | |
| Pace Mtg-bk Fixed Inc | 2014-08-25 | 2021-01-20 | $148 | $146 | $2 | $2 | |
| Pace Mtg-bk Fixed Inc | 2014-08-25 | 2021-01-25 | $2,918 | $2,887 | $31 | $31 | |
| Pace Mtg-bk Fixed Inc | 2014-08-25 | 2021-04-21 | $71 | $71 | $0 | $0 | |
| Pace Mtg-bk Fixed Inc | 2014-08-25 | 2021-04-26 | $3,050 | $3,056 | -$6 | -$6 | |
| Pace Large Co Growth Eq | 2014-12-18 | 2021-05-26 | $3,597 | $3,145 | $452 | $452 | |
| Pace Large Co Growth Eq | 2015-12-17 | 2021-05-26 | $96,403 | $74,573 | $21,830 | $21,830 | |
| Pace Mtg-bk Fixed Inc | 2014-08-25 | 2021-07-20 | $107 | $107 | $0 | $0 | |
| Pace Mtg-bk Fixed Inc | 2014-08-25 | 2021-07-26 | $3,230 | $3,245 | -$15 | -$15 | |
| 75000 Mondelez Intl | 2018-12-07 | 2020-10-16 | $81,125 | $74,618 | $6,507 | $6,507 | |
| 700 Raytheon Technologies | 2020-10-07 | $41,467 | $38,928 | $2,539 | $2,539 | ||
| 1200 Energy Select Sector | 2020-06-17 | 2020-10-12 | $36,749 | $48,294 | -$11,545 | -$11,545 | |
| 180000 US Treasury 2% mat | 2020-11-30 | $180,000 | $180,000 | $0 | $0 | ||
| 100 Apple Inc | 2019-05-23 | 2021-02-08 | $13,600 | $4,479 | $9,121 | $9,121 | |
| 100 Facebook Inc | 2016-03-23 | 2021-02-08 | $26,559 | $11,271 | $15,288 | $15,288 | |
| 50000 Morgan Stanley 5% | 2018-08-21 | 2021-02-23 | $58,701 | $52,288 | $6,413 | $6,413 | |
| 180000 US Treasury 2% mat | 2021-02-28 | $180,000 | $180,000 | $0 | $0 | ||
| 55000 TJX Co 2.75% | 2021-04-15 | $55,000 | $55,046 | -$46 | -$46 | ||
| 2000 Cisco Systems | 2021-05-20 | $105,161 | $98,123 | $7,038 | $7,038 | ||
| 55000 Fedex Corp 2.625% call | 2021-05-20 | $56,535 | $54,161 | $2,374 | $2,374 | ||
| 200 Boeing Co | 2020-02-04 | 2021-05-27 | $50,021 | $63,479 | -$13,458 | -$13,458 | |
| 1100 Colgate-Palmolive co | 2021-05-27 | $92,151 | $74,082 | $18,069 | $18,069 | ||
| 900 Medtronic PLC | 2016-12-15 | 2021-05-27 | $113,485 | $65,951 | $47,534 | $47,534 | |
| 450 Stryker Corp | 2019-03-07 | 2021-05-27 | $114,330 | $84,973 | $29,357 | $29,357 | |
| 2000 Verizon Communications | 2021-05-27 | $112,366 | $91,517 | $20,849 | $20,849 | ||
| 55000 Walt Disney 2.75% | 2021-08-16 | $55,000 | $55,000 | $0 | $0 | ||
| 3700 Bank of America Corp | 2021-08-18 | $152,879 | $105,346 | $47,533 | $47,533 | ||
| 1000 Schwab Int'l Equity | 2015-07-23 | 2021-08-18 | $39,883 | $30,685 | $9,198 | $9,198 | |
| 500 3M Co. | 2017-05-24 | 2021-08-18 | $98,709 | $99,130 | -$421 | -$421 | |
| Capital Gains Dividends | $59,527 | $59,527 | $59,527 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,196 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,139 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,920 | 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 | $4,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $219 | 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 | Denis H Gazaille | IndividualWithBooksNm |
| Phone | 5082286131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Sesapana Road | AddressLine1Txt |
| City | Nantucket | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02554 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Denis H Gazaille | ||||||||
| 24 Sesapana Road | Nantucket | MA | 02554 | Trustee | 0.50 | $0 | $0 | $0 |
| Georgia A Snell | ||||||||
| P O Box 297 | Nantucket | MA | 02554 | Trustee | 0.50 | $0 | $0 | $0 |
| Myles Reis | ||||||||
| P O Box 3366 | Nantucket | MA | 025843366 | Trustee | 0.50 | $0 | $0 | $0 |
| Jennifer Cohen | ||||||||
| P O Box 3366 | Nantucket | MA | 025843366 | Trustee | 0.50 | $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 | $10,475,373 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $511,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,986,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,986,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,821,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $541,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $541,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,139 | TotalTaxAmt |
| Distributable Before Adj | $535,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $535,951 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $535,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,522 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $474,522 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $474,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $535,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,822 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $474,522 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,822 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $401,700 | 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 | $134,251 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Denis Gazaille | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 3366 | AddressLine1Txt |
| City | Nantucket | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02584 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5082289868 | RecipientPhoneNum |
| Form And Info And Materials | Written request. (a) Basic contact information (b)High school or college transcript (c) Standardized test scores (d) Description of health care studies to be pursued (e) Letter of recommemdation from instructor | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Late winter, early spring | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to qualified candidates studying health and health care related subjects in college, medical school, or other schools offering courses of study in these fields. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Addiction Solutions | |||||||
| 57 Prospect Street | Nantucket | MA | 02554 | none | Public Charity | General support | $30,000 |
| Arizona State University | |||||||
| 1151 S Forest Avenue | Tempe | AZ | 85281 | none | Public Charity | Scholarship for Sophie Gerardi | $5,000 |
| Boston University | |||||||
| 233 Bay State Road | Boston | MA | 02215 | none | Public Charity | Scholarships for Cristina Wilson | $15,000 |
| Boston University | |||||||
| 233 Bay State Road | Boston | MA | 02215 | none | Public Charity | Scholarship for Kameila Barnett | $1,564 |
| Bryant University | |||||||
| 1150 Douglas Pike | Smithfield | RI | 02917 | None | Public Charity | Scholarship for Darian Duarte | $6,000 |
| Bucknell University | |||||||
| One Dent Drive | Lewisburg | PA | 17837 | none | Public Charity | Scholarship for Reese Burns | $5,000 |
| Cape Cod Community College | |||||||
| 2240 Iyannough Road | West Barnstable | MA | 02668 | none | public Charity | Scholarship for Robin Manning | $5,125 |
| Capella University | |||||||
| 225 South 6th Street | Minneapolis | MN | 55402 | none | public Charity | Scholarship for Caitlin Mattheson | $6,000 |
| Capella University | |||||||
| 225 South 6th Street | Minneapolis | MN | 55402 | none | Public Charity | Scholarship for Sarah Trotter | $8,000 |
| Chamberlain College of Nursing | |||||||
| 1221 North Swift Road | Addison | IL | 60101 | None | Public Charity | Scholarship for Natasha Feeney | $2,405 |
| Chamberlain College of Nursing | |||||||
| 1221 North Swift Road | Addison | IL | 60101 | None | Public Charity | Scholarship for Pamela James-Bloise | $5,960 |
| Colby College | |||||||
| 4000 Mayflower Hill Drive | Waterville | ME | 04901 | none | Public Charity | Scholarship for Nischal Khatri | $1,240 |
| Colby-Sawyer College | |||||||
| 541 Main Street | New London | NH | 03257 | none | public Charity | scholarship for Madeline Belanger | $7,000 |
| Columbia University | |||||||
| 205 Kent Hall 1140 Amsterdam Avenue | New York | NY | 10027 | none | Public Charity | Scholarship for Linda Strachan | $7,000 |
| Dartmouth College | |||||||
| 6016 McNutt Hall | Hanover | NH | 03755 | none | Public Charity | Scholarships for Anjali Dhar | $11,000 |
| Dartmouth College | |||||||
| 6016 McNutt Hall | Hanover | NH | 03755 | none | Public Charity | Scholarship for India Burdon Dasbach | $9,000 |
| Eckerd College | |||||||
| 4200 54th Ave S | St Petersburg | FL | 33711 | None | Public Charity | Scholarship for Julia Fiske | $6,000 |
| Elms College | |||||||
| 291 Springfield Street | Chicopee | MA | 01013 | none | public Charity | Scholarship for Jessica Douglas | $4,925 |
| Emmanuel College | |||||||
| 400 The Fenway | Boston | MA | 02115 | None | Public Charity | Scholarship for Chevell Williams | $3,000 |
| Fitchburg State University | |||||||
| 160 Pearl Street | Fitchburg | MA | 01420 | none | public Charity | scholarship for Tatiana Lemus | $7,000 |
| Food Pantry | |||||||
| PO Box 2957 | Nantucket | MA | 02554 | none | Public Charity | General support | $20,000 |
| George Washington University | |||||||
| 2121 I Street NW | Washington | DC | 20052 | none | Public Charity | Scholarship for Madison Iller | $5,000 |
| Georgia College & State University | |||||||
| 231 W Hancock St | Milledgeville | GA | 31061 | None | Public Charity | Scholarship for Lishae Papley-Beckford | $4,698 |
| Hibbing Community College | |||||||
| 1515 E 25th Street | Hibbing | MN | 55746 | none | Public Charity | Scholarship for Candace Ferguson | $4,019 |
| Howard University | |||||||
| 2400 6th Street NW | Washington | DC | 20059 | none | Public Charity | Scholarship for Errol Usher | $5,000 |
| John Hopkins University | |||||||
| 3400 N Charles Street | Baltimore | MD | 21218 | none | Public Charity | Scholarship for Rackeem Baker | $9,000 |
| Marla Lamb Fund | |||||||
| 57 Prospect Street | Nantucket | MA | 02554 | none | Public Charity | General support | $25,000 |
| Maryville University | |||||||
| 650 Maryville University Dr | St Louis | MO | 63141 | none | Public Charity | Scholarship for Rekha Frakes | $7,000 |
| Maryville University | |||||||
| 650 Maryville University Dr | St Louis | MO | 63141 | None | Public Charity | scholarship for Saadia Lewis | $10,000 |
| MassBay Community College | |||||||
| 50 Oakland Street | Wellesley | MA | 02481 | none | Public Charity | Scholarship for Tianna Barrett | $3,004 |
| Medical University of South Carolina | |||||||
| 171 Ashley Ave | Charleston | SC | 29425 | None | Public Charity | Scholarship for Miranda Van Dingstee | $7,000 |
| MGH Institute of Health Professions | |||||||
| 36 1st Avenue | Boston | MA | 02129 | none | Public Charity | Scholarship for Liesel LaFarge | $9,000 |
| Monmouth University | |||||||
| 400 Cedar Avenue | West Long Branch | NJ | 07764 | none | Public Charity | Scholarship for Cole Campbell | $5,000 |
| Northeastern University | |||||||
| 360 Huntington Avenue | Boston | MA | 02115 | none | Public Charity | Scholarship for Victoria Dixon | $6,000 |
| Palliative Care | |||||||
| 57 Prospect Street | Nantucket | MA | 02554 | none | Public Charity | General support | $20,000 |
| Palm Beach State College | |||||||
| 3160 PGA Boulevard | Palm Beach Gardens | FL | 33410 | None | Public Charity | scholarship for Briana Wallace | $2,287 |
| Regis College | |||||||
| 235 Wellesley Street | Weston | MA | 02493 | None | Public Charity | Scholarship for Sarah Benson | $10,000 |
| Regis College | |||||||
| 235 Wellesley Street | Weston | MA | 02493 | none | Public Charity | Scholarship for Ashley Wilson | $12,000 |
| Salve Regina University | |||||||
| 100 Ochre Point Avenue | Newport | RI | 02840 | none | Public Charity | Scholarship for Teresa Erin Schrader | $6,561 |
| Simmons College | |||||||
| 300 Fenway | Boston | MA | 02115 | None | Public Charity | Scholarship for Elizabeth Mehringer | $7,000 |
| Southern New Hampshire University | |||||||
| 2500 N River Rd | Manchester | NH | 03106 | none | public Charity | Scholarship for Carolina Eller | $3,080 |
| UMass Chan Medical School | |||||||
| 55 N Lake Avenue | Worcester | MA | 01655 | None | Public Charity | Scholarship for Eve Marie Manghis | $10,000 |
| University of Connecticut | |||||||
| 2131 Hillside Road | Storrs | CT | 06269 | None | Public Charity | Scholarship for Kathryn Forth | $15,000 |
| University of Connecticut | |||||||
| 2131 Hillside Road | Storrs | CT | 06269 | none | Public Charity | Scholarship for Alexander Ment | $5,085 |
| University of Delaware | |||||||
| 210 South College Avenue | Newark | DE | 19716 | none | Public Charity | Scholarship for Amanda Mack | $5,000 |
| University of MA | |||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for Renee Printz | $1,836 |
| University of MA | |||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | none | Public Charity | Scholarship for Bishaka Dhamala | $5,000 |
| University of MA | |||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for Aiden Roberts | $5,000 |
| University of MA | |||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | none | Public Charity | Scholarship for Bridget Forth | $13,072 |
| University of MA | |||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | none | public Charity | Scholarship for Tajuan Francis | $8,000 |
| University of MA | |||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for Elias Loughery | $4,500 |
| University of Ma | |||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for Emily Kitsock | $5,000 |
| University of New England | |||||||
| 11 Hills Beach Rd | Biddeford | ME | 04005 | None | Public Charity | Scholarship for Joelle Viera | $8,000 |
| University of New Hampshire | |||||||
| 105 Main Street | Durham | NH | 03824 | none | Public Charity | Scholarship for Isabella Cutone | $5,000 |
| University of Pennsylvania | |||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | None | Public Charity | Scholarship for Sabin Dhamala | $10,000 |
| University of Southern Maine | |||||||
| 96 Falmouth St | Portland | ME | 04103 | None | Public Charity | Scholarship for Shayla Lucier | $4,046 |
| University of Vermont | |||||||
| 85 South Prospect Street | Burlington | VT | 05401 | None | Public Charity | Scholarshp for Claudia Hofford | $9,000 |
| University of Vermont | |||||||
| 85 South Prospect Street | Burlington | VT | 05401 | None | Public Charity | Scholarship for Juliana Bouchard | $6,000 |
| University of Vermont | |||||||
| 85 South Prospect Street | Burlington | VT | 05401 | None | Public Charity | Scholarship for Stephanie Ryder | $7,000 |
| Walden University | |||||||
| 100 S Washinton Ave Ste 1210 | Minneapolis | MN | 55401 | none | Public Charity | Scholarship for Chung Tran | $6,000 |
| Walden University | |||||||
| 100 S Washinton Ave Ste 1210 | Minneapolis | MN | 55401 | none | Public Charity | Scholarship for Sarah Trotter | $6,810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $466,217 | 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 | $161,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $278,196 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $439,263 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,263 | 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 | Gazaille Family Charitable Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Sesapana Road | AddressLine1Txt |
| City | Nantucket | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02554 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Prep | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Publicly traded corporate bonds | $725,051 | $728,626 |
| Publicly traded corporate bonds | $1,334,453 | $1,374,119 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Publicly traded corporate stock | $1,026,423 | $1,220,048 |
| Publicly traded corporate stock | $2,382,071 | $5,643,416 |
| Publicly traded exchange funds | $1,193,546 | $1,781,527 |
| Publicly traded mutual funds | $101,226 | $150,225 |
| Publicly traded other | $50,413 | $86,660 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise taxes | Desc |
| Amt | $7,085 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising expense | $2,407 | $0 | $2,407 |
| Office expense | $288 | $0 | $288 |
| Filing fees | $70 | $0 | $70 |
| Administrative expenses | $290 | $0 | $290 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fee | CategoryTxt |
| Amt | $68,670 | Amt |
| Net Investment Income | $68,670 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes paid thru investments | CategoryTxt |
| Amt | $877 | Amt |
| Net Investment Income | $877 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |