MICHELE E DUFAULT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MICHELE E DUFAULT FOUNDATION (EIN 47-6323640)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-27
- IRS object ID
- 202141179349102329
- 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
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-27T14:55:48-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 | 476323640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELE E DUFAULT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES P O BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY B GARDINER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2021-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | GARDINER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA DISPENSA | PreparerPersonNm |
| PTIN | P00739263 | PTIN |
| Phone | 6172277940 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,559,031 | 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 | $100,050 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,750 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,750 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $258,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,675 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,425 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,371 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,371 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $755 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $755 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,580 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $504 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,071 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,071 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,981 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,981 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $126,695 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $151,200 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $154,818 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $606,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $627,593 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,145,204 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $174,961 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $74,890 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $76,028 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $961,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,036,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,559,031 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $961,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,036,664 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $961,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $961,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,036,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $961,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,037,664 | SubtotalAmt |
| Other Decreases | $1,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $258,954 | GrossSalesPriceAmt |
| Cost Or Other Basis | $219,279 | CostOrOtherBasisAmt |
| Gain Or Loss | $39,675 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,675 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $771 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $771 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $805 | 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 | $805 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34 | OverpaymentAmt |
| Applied To ES Tax | $34 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANE DUFAULT | ||||||||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT DUFAULT | ||||||||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE DUFAULT MCCORMICK | ||||||||
| 108 USS BUCKLEY PLACE | HINGHAM | MA | 02043 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY GARDINER | ||||||||
| HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $8,371 | $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 | $1,264,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,426,785 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,426,785 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,405,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $771 | TotalTaxAmt |
| Distributable Before Adj | $69,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,498 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,071 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,071 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,071 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,049 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,118 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,703 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,155 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,600 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,071 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,498 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,573 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,173 | 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 | $1,575 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,049 | ExcessFromYear4Amt |
| Excess From Year3 | $3,118 | ExcessFromYear3Amt |
| Excess From Year2 | $6,703 | ExcessFromYear2Amt |
| Excess From Year1 | $15,155 | ExcessFromYear1Amt |
| Excess From Current Year | $9,573 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE DUFAULT | ContributingManagerNm |
| Contributing Manager | ROBERT DUFAULT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATLANTIC WHITE SHARK CONSERVANCY | ||||||
| PO BOX 66 | CHATHAM | MA | 02633 | PC | GILLS CLUB PROGRAM | $5,000 |
| BACK ON MY FEET | ||||||
| 100 SOUTH BROAD STREET SUITE 2136 | PHILADELPHIA | PA | 19110 | PC | GENERAL OPERATING SUPPORT | $3,000 |
| BRIGHAM & WOMENS HOSPITAL INC | ||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | PC | SUPPORT OF PROGRAMS TO BRING SCIENCE TO CLASSROOOMS | $5,000 |
| GIRL SCOUTS OF EASTERN MASSACHUSETTS | ||||||
| 420 BOYLSTON STREET SUITE 505 | BOSTON | MA | 02116 | PC | STEM PROGRAMMING | $5,000 |
| GIRLS INC OF GREATER LOWELL | ||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | PC | OPERATION SMART PROGRAM | $5,000 |
| LABORATORY SAFETY INSTITUTE | ||||||
| 192 WORCESTER ROAD | NATICK | MA | 01760 | PC | LAB SAFETY EDUCATION SCHOLARSHIPS | $5,000 |
| NORTH AND SOUTH RIVERS WATERSHED ASSOCIATION | ||||||
| PO BOX 43 | NORWELL | MA | 02061 | PC | ESTUARY EXPLORERS PROGRAM | $5,000 |
| SCIENCE CLUB FOR GIRLS INC | ||||||
| 36 MAGAZINE STREET | CAMBRIDGE | MA | 02139 | PC | MIDDLE SCHOOL CLASS SUPPORT | $5,000 |
| SUMMER STARS CAMP FOR THE PERFORMING ARTS INC | ||||||
| 132 HIGH STREET | NORWELL | MA | 02061 | PC | SUMMER STARS PROGRAM. | $10,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||
| 266 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | PC | SUMMER INTERNSHIP | $13,500 |
| TIMBERLINE FOUNDATION | ||||||
| PO BOX 301 | DRIGGS | ID | 38422 | PC | KAPLANI SCHOOL SUPPORT | $5,000 |
| SAFE PASSAGE | ||||||
| 49 FARM VIEW DRIVE | NEW GLOUCESTER | ME | 04260 | PC | GENERAL SUPPORT FOR EDUCATION PROGRAMS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,000 | 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 | $22,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,425 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,425 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT DUFAULT | ||||||
| 1 | 22 OCEAN AVENUE | SCITUATE | MA | 02066 | $50,000 | Yes (X) |
| DIANE DUFAULT | ||||||
| 2 | 22 OCEAN AVENUE | SCITUATE | MA | 02066 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP - TAX PREPARATION | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25000 APPLE INC 2.85% 05/06/2021 | $25,111 | $25,203 |
| 25000 HOME DEPOT INC 2.625% 06/01/2022 | $24,733 | $25,781 |
| 25000 WALT DISNEY CO 2.30% 02/12/2021 | $25,046 | $25,044 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 ABBOTT LABORATORIES | $18,143 | $43,796 |
| 25 ALPHABET INC CL A | $14,032 | $43,816 |
| 13 AMAZON.COM INC | $22,791 | $42,340 |
| 250 ANALOG DEVICES INC | $18,706 | $36,933 |
| 400 APPLE INC COM | $6,884 | $53,076 |
| 250 APTARGROUP INC | $17,458 | $34,223 |
| 225 AUTOMATIC DATA PROCESSING INC | $15,297 | $39,645 |
| 125 BECTON DICKINSON & CO | $30,345 | $31,278 |
| 400 CANADIAN NATL RY CO COM | $28,112 | $43,940 |
| 300 CHEVRON CORP NEW COM | $35,807 | $25,335 |
| 500 CISCO SYSTEMS INC | $11,195 | $22,375 |
| 200 CVS HEALTH CORPORATION | $13,420 | $13,660 |
| 175 DANAHER CORP | $14,085 | $38,875 |
| 300 FISERV INC COM | $7,356 | $34,158 |
| 100 HOME DEPOT INC | $15,553 | $26,562 |
| 100 ILLUMINA INC | $18,986 | $37,000 |
| 200 JOHNSON & JOHNSON | $20,105 | $31,476 |
| 135 MASTERCARD INC CL A | $8,446 | $48,187 |
| 175 MICROSOFT CORP | $27,152 | $38,924 |
| 275 NESTLE NAM SPON ADR | $21,751 | $32,395 |
| 150 NIKE INC CL B | $14,151 | $21,220 |
| 400 NOVARTIS AG SPON ADR | $30,553 | $37,772 |
| 400 NOVOZYMES A/S B SHARES | $15,691 | $22,899 |
| 175 PAYPAL HOLDINGS INC | $15,603 | $40,985 |
| 250 PROCTER & GAMBLE CO | $20,174 | $34,785 |
| 300 RAYTHEON TECHNOLOGIES CORP COM | $19,580 | $21,453 |
| 175 ROCKWELL AUTOMATION INC | $22,713 | $43,892 |
| 225 THE WALT DISNEY CO | $26,155 | $40,765 |
| 300 TJX COMPANIES INC NEW | $14,330 | $20,487 |
| 500 UNILEVER PLC ADR AMER SHS SPON | $23,940 | $30,180 |
| 100 UNITEDHEALTH GROUP INC | $30,900 | $35,068 |
| 225 XILINX INC | $12,473 | $31,898 |
| 450 XYLEM INC | $15,706 | $45,806 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $151,200 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $154,818 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP - LEGAL FEES | CategoryTxt |
| Legal Fees | $755 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $755 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CANCELED GRANT- FUNDS RETURNED IN SUBSEQUENT TAX YEAR | Desc |
| Amt | $1,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $70 | $0 | $70 |
| ADR FEES | $18 | $18 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP - INVESTMENT MGMT | CategoryTxt |
| Amt | $5,580 | Amt |
| Net Investment Income | $5,580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT DUFAULT | |||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 |
| DIANE DUFAULT | |||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $504 | $504 | $0 |
| EXCISE TAX | $650 | $0 | $0 |