AN ASSOCIATION FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AN ASSOCIATION FOUNDATION INC (EIN 13-2596907)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-12-17
- IRS object ID
- 202133519349100403
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-17T09:53:58-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD | 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 | 132596907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O HOWARD COX | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 8572442202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 BOYLSTON STREET NO 1510 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD E COX JR | PersonNm |
| Person Title | TRUSTEE/PRESIDENT | PersonTitleTxt |
| Phone | 8572442202 | PhoneNum |
| Signature | 2021-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | COX JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK V GRAZIANO | PreparerPersonNm |
| PTIN | P00218274 | PTIN |
| Phone | 6175305000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $2,024,552 | 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 | $36,797 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,311,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,871 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $236,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,907 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,991 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,991 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,287 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,287 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $403 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,550 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $153,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,217 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,243 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,243 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $110,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $110,101 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,070,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $995,587 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,202,613 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $63,024 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $63,805 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $483,100 | OtherAssetsBOYAmt |
| Other Assets EOY | $432,052 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $610,790 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,560,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,637,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,024,552 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,560,267 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,637,906 | 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 | $1,560,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,637,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,560,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,637,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,560,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $166 | OtherIncreasesAmt |
| Subtotal | $1,637,906 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,637,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY | P | 2020-01-01 | 2020-12-31 | $453,410 | $438,459 | $14,951 | $14,951 |
| FIDELITY | P | 2020-01-01 | 2020-12-31 | $854,627 | $694,845 | $159,782 | $159,782 |
| FIDELITY | P | 2020-01-01 | 2020-12-31 | $3,138 | $3,138 | $3,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,871 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,951 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,714 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,714 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,215 | 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 | $1,215 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,499 | 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 | NY | 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 |
| Individual With Books | BROWN ADVISORY CORP | IndividualWithBooksNm |
| Phone | 8572442202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH STREET 27TH FLOOR | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD E COX JR | ||||||||
| 220 BOYLSTON STREET 1510 | BOSTON | MA | 02216 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAZIE LIVINGSTON COX | ||||||||
| 356 WORTH AVENUE | PALM BEACH | FL | 33480 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DUNE THORNE | ||||||||
| 100 HIGH STREET 27TH FL | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE DOE | ||||||||
| 220 BOYLSTON STREET 1510 | BOSTON | MA | 02216 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,760,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,783,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,783,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,756,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,714 | TotalTaxAmt |
| Distributable Before Adj | $85,102 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,102 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,102 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $153,241 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $153,241 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $153,241 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,102 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $27,014 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,150 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,975 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,576 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $113,715 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $153,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $36,797 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,102 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,342 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $181,854 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $181,854 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,014 | ExcessFromYear4Amt |
| Excess From Year3 | $34,150 | ExcessFromYear3Amt |
| Excess From Year2 | $25,975 | ExcessFromYear2Amt |
| Excess From Year1 | $26,576 | ExcessFromYear1Amt |
| Excess From Current Year | $68,139 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION INC | ||||||
| 34 WASHINGTON STREET SUITE 310 | WELLESLEY HILLS | MA | 02481 | PC | GENERAL SUPPORT | $50,000 |
| AMERICAN DITCHLEY FOUNDATION | ||||||
| 31 W 34TH STREET SUITE 7010 | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $5,000 |
| BAY CHAMBER CONCERTS | ||||||
| PO BOX 599 18 CENTRAL STREET | ROCKPORT | ME | 04856 | PC | GENERAL SUPPORT | $5,000 |
| CAMDEN PUBLIC LIBRARY FUND | ||||||
| 55 MAIN STREET | CAMDEN | ME | 04843 | PC | GENERAL SUPPORT | $1,250 |
| CITIZENS BUDGET COMMISSION | ||||||
| 2 PENN PLAZA | NEW YORK | NY | 10121 | PC | GENERAL SUPPORT | $10,000 |
| COASTAL FAMILY HOSPICE | ||||||
| PO BOX 122 | ROCKPORT | ME | 04856 | PC | GENERAL SUPPORT | $1,000 |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | ||||||
| 1530 WILSON BLVD SUITE 400 | ARLINGTON | VA | 22209 | PC | GENERAL SUPPORT | $5,000 |
| FARNSWORTH ART MUSEUM | ||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF CLERMONT | ||||||
| 87 CLERMONT AVENUE | GERMANTOWN | NY | 12526 | PC | GENERAL SUPPORT | $1,000 |
| KNOX COUNTY HOMELESS COALITION | ||||||
| PO BOX 1696 | ROCKLAND | ME | 04841 | PC | GENERAL SUPPORT | $10,000 |
| NYLCV EDUCATION | ||||||
| 30 BROAD STREET 30TH FL | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $10,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | PC | GENERAL SUPPORT | $5,000 |
| POINTS NORTH INSTITUTE | ||||||
| PO BOX 836 | CAMDEN | ME | 04843 | PC | GENERAL SUPPORT | $2,500 |
| STUDENT SPONSOR PARTNERS | ||||||
| 132 E 43RD STREET SUITE 429 | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $10,000 |
| THE AVENUE CONCEPT | ||||||
| 304 LOCKWOOD STREET | PROVIDENCE | RI | 02907 | PC | GENERAL SUPPORT | $2,250 |
| THE CHAPIN SCHOOL | ||||||
| 100 EAST END AVE | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $10,000 |
| THE HUDSON INSTITUTE | ||||||
| 1201 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | PC | GENERAL SUPPORT | $10,000 |
| THE LORDS PLACE | ||||||
| PO BOX 3265 | WEST PALM BEACH | FL | 33402 | PC | GENERAL SUPPORT | $5,000 |
| UNITED MIDCOAST CHARITIES | ||||||
| 87 ELM STREET 205 | CAMDEN | ME | 04843 | PC | GENERAL SUPPORT | $1,000 |
| WESTHAMPTON BEACH HISTORICAL SOCIETY | ||||||
| PO BOX 686 | WESTHAMPTON BEACH | NY | 11978 | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | 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 | $22,036 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $177,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,907 | 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 | BEDELL HOLMES HARNED TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HOWARD COX 220 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $36,797 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,991 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,991 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ASSOCIATION FOUNDATION (13-2596907)SECTION 4942(H)(2) ELECTIONIRC 4942(H)(2), TREAS. REG. 53.4942(A)-3(D)(2)2020 FORM 990-PF, PART XIII, LINES 4C & 7PURSUANT TO SECTION 4942(H)(2) OF THE INTERNAL REVENUE CODE AND SECTION 53.4942(A)-3(D)(2) OF THE TREASURY REGULATIONS, THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT $36,797 OF CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF (CHECK ONE):[ ] UNDISTRIBUTED INCOME FROM THE TAX YEAR(S) ENDING:TAX YEAR _____AMOUNT _____[X] CORPUS.________ _________________________________________________DATED HOWARD E. COX, JR., PRESIDENT/TREASURER/DIRECTOR | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FNMA POOL 907897 2.28% | $2,140 | $259 |
| FHLMC POOL 1G1477 | $435 | $157 |
| ARTISAN HIGH INCOME CL INSTL | $60,449 | $63,389 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INT'L VALUE FUND | $33,684 | $58,864 |
| BROWN ADVISORY SMALL CAP GROWT | $34,178 | $62,270 |
| BROWN ADVISORY TOTAL RETURN CLA | $107,941 | $117,560 |
| ARTISAN GLOBAL VALUE FUND ADVISOR | $108,773 | $123,099 |
| BROWN ADVISORY SMALL CAP FNDMTL VAL INVS | $82,686 | $92,407 |
| BROWN ADVISORY GLOBAL LEADERS INSTL | $102,982 | $142,766 |
| BROWN ADVISORY EMRG MRKTS SELECT | $98,405 | $125,045 |
| BROWN ADVISORY MID CAP GROWTH | $37,329 | $57,361 |
| VANGUARD EXTENDED MARKET INDEX ADMIRAL | $70,352 | $71,800 |
| VANGUARD DIVIDEND GROWTH INVESTOR CL | $91,192 | $99,353 |
| BEUTEL GOODMAN LARGE CAP VALUE CL 1 | $103,065 | $100,585 |
| BROWN ADVISORY SUSTAIN GROWTH INSTL | $125,000 | $151,503 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $110,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $110,101 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NYES LEDGE CAPITAL PARTNERS LP | $250,001 | $175,001 | $273,794 |
| SPDR S&P 500 | $233,099 | $125,913 | $197,774 |
| ISHARES TR MSCI AC ASIA ETF | $0 | $35,378 | $36,124 |
| ISHARES TRUST CORE MSCI ETF | $0 | $95,760 | $103,098 |
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 |
|---|---|---|---|---|
| STATE FILING FEE | $250 | $0 | $0 | $250 |
| FEDERAL TAX DEPOSITS | $1,300 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BOOK VALUE RECONCILIATION | Desc |
| Amt | $166 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,287 | Amt |
| Net Investment Income | $4,287 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE RETURN WAS TIMELY FILED VIA UNITED STATES POSTAL SERVICE CERTIFIED MAIL PRIOR TO THE ORIGINAL MAY 17, 2021 DEADLINE. NOTICE #0422897266 WAS ISSUED TO THE TAXPAYER EXPLAINING THAT THE 2020 FORM 990-PF IS BEING RETURNED AND THAT IT MUST BE SUBMITTED ELECTRONICALLY. THE TAXPAYER HAS A LONG-STANDING HISTORY OF FILING THEIR ANNUAL RETURN FOR PRIVATE FOUNDATIONS IN A TIMELY MANNER. WE RESPECTFULLY REQUEST THAT THE RETURN BE CONSIDERED TIMELY-FIL | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $403 | Amt |
| Net Investment Income | $403 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |