POPPLESTONE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- POPPLESTONE FOUNDATION (EIN 04-3528004)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202143149349100934
- 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
- Dissolution Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T14:34:52-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042387531 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN & WORCESTER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 043528004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POPPLESTONE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SULLIVAN & WORCESTER LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POPP | BusinessNameControlTxt |
| Phone | 6173382839 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN J DWORSKY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173382839 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | DWORSKY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER C CURTIS | PreparerPersonNm |
| PTIN | P00492268 | PTIN |
| Phone | 6173382800 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $33,302,119 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,686 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,686 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $549,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $549,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,197,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,655,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,197,345 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $49,223 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,797,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,748,081 | 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 |
| Legal Fees Rev And Expnss | $6,081 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,081 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,447 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,976,407 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,976,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,054,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,982,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,257,346 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,731,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $25,855,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $225,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $225,432 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,951,024 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,988,954 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,735,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,277,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,987,436 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,106,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,047,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,047,465 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $52,832 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $52,832 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,696,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,553,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,302,119 | 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 | $39,696,912 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,553,826 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,696,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,553,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,696,912 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,553,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,696,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,257,346 | ExcessRevenueOverExpensesAmt |
| Other Increases | $114,260 | OtherIncreasesAmt |
| Subtotal | $25,553,826 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,553,826 | 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 |
|---|---|---|---|---|---|---|---|
| 35,000 SHS. GARTNER GROUP INC. CL A | P | 2012-08-28 | 2020-04-03 | $3,165,243 | $1,738,006 | $1,427,237 | $1,427,237 |
| 25,000 SHS. GARTNER GROUP INC. CL A | P | 2012-08-28 | 2020-04-16 | $2,493,045 | $1,241,433 | $1,251,612 | $1,251,612 |
| 10,000 SHS. GARTNER GROUP INC. CL A | P | 2012-10-16 | 2020-04-16 | $997,218 | $478,722 | $518,496 | $518,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,197,345 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $82,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $112,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $60,127 | OverpaymentAmt |
| Applied To ES Tax | $60,127 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | Yes (1) | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER C CURTIS ESQ | IndividualWithBooksNm |
| Phone | 6173382800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SULLIVAN WORCESTER LLP 1 POST | AddressLine1Txt |
| Address Line2 | OFFICE SQUARE | AddressLine2Txt |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN J DWORSKY DECEASED 01192021 | ||||||||
| 8 MERCER CIRCLE | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUZANNE E WERBER | ||||||||
| 8 MERCER CIRCLE | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SALLY L RUBIN | ||||||||
| 83 KIRKSTALL ROAD | NEWTON | MA | 02460 | TRUSTEE | 0.00 | $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 | $31,447,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,173,453 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,621,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,621,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $534,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,087,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,754,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,754,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,873 | TotalTaxAmt |
| Distributable Before Adj | $1,702,482 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,702,482 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,702,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,982,738 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,982,738 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,982,738 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,702,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,363,618 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,292,728 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,531,110 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $14,187,456 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,982,738 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,702,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,280,256 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,467,712 | 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 | $6,363,618 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,104,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,292,728 | ExcessFromYear4Amt |
| Excess From Year2 | $2,531,110 | ExcessFromYear2Amt |
| Excess From Current Year | $16,280,256 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICANS UNITED FOR THE SEPARATION OF CHURCH AND STATE | |||||
| 1310 L STREET NW SUITE 200 | WASHINGTON | DC | 20005 | GENERAL USE | $200,000 |
| CAMBRIDGE PUBLIC SCHOOLS | |||||
| 159 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | GENERAL USE | $284,907 |
| CENTER ON BUDGET AND POLICY PRIORITIES | |||||
| 820 FIRST STREET NE | WASHINGTON | DC | 20002 | GENERAL USE | $300,000 |
| CHORUS AMERICA | |||||
| 1200 18TH STREET NW SUITE 1250 | WASHINGTON | DC | 20036 | GENERAL USE | $50,000 |
| CITY OF CAMBRIDGE MAYOR'S DISASTERRELIEF FUND | |||||
| 795 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | GENERAL USE | $200,000 |
| EMMANUEL MUSIC | |||||
| 15 NEWBURY STREET | BOSTON | MA | 02116 | GENERAL USE | $250,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||
| 200 SEAPORT BOULEVARD MZ NM43A | BOSTON | MA | 02210 | GENERAL USE | $3,941,500 |
| FOOD FOR FREE | |||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | GENERAL USE | $550,000 |
| FOOD LINK INC | |||||
| 32 OLDHAM ROAD | ARLINGTON | MA | 02474 | GENERAL USE | $300,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | GENERAL USE | $5,000,000 |
| PARENTCHILD INC | |||||
| 163B MINEOLA BOULEVARD | MINEOLA | NY | 11501 | GENERAL USE | $250,000 |
| SAN FRANCISCO FOUNDATION | |||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | GENERAL USE | $4,900,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | GENERAL USE | $250,000 |
| THE GREATER BOSTON FOOD BANK INC | |||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | GENERAL USE | $1,000,000 |
| WOMEN'S LUNCH PLACE | |||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | GENERAL USE | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,976,407 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,686 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $549,050 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 541700 | BusinessCd |
| Unrelated Business Taxbl Incm | $49,223 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,197,345 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $49,223 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,748,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,797,304 | 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 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE FORM 990-PF PART XV LINE 3 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | DISTRIBUTIONS CONSTITUTING A SUBSTANTIAL CONTRACTION ARE DISCLOSED ON FORM 990-PF, PART XV, LINE 3. THERE IS NO PLAN OF DISSOLUTION OR LIQUIDATION. | ShortExplanationTxt |
| Dissolution | $0 | DissolutionAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $3,585,684 | $10,715,000 |
| ENANTA PHARMACEUTICALS INC. | $5,691,389 | $6,272,436 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,951,024 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,988,954 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BIOVENTURES INVESTORS, LPII | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,047,465 | BookValueAmt |
| EOYFMV | $1,047,465 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION MADE SUBSTANTIAL CHARITABLE DISTRIBUTIONS DURING 2020 RELATIVE TO THE VALUE OF ITS ASSETS. SOME OF THE DISTRIBUTIONS WERE INSPIRED BY A DESIRE TO AMELIORATE THE EFFECTS OF ECONOMIC DISLOCATIONS RESULTING FROM THE COVID-19 PANDEMIC. THERE IS NO PLAN OF LIQUIDATION OR DISSOLUTION. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SULLIVAN & WORCESTER LLP | CategoryTxt |
| Legal Fees | $6,081 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,081 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE FROM BIOVENTURES INVESTORS LP II | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $52,832 | EOYBookValueAmt |
| EOYFMV | $52,832 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEE (FIDUCIARY TRUST CO.) | $15,755 | $15,755 | $0 |
| 2018 MA FORM PC FILING FEE | $250 | $0 | $250 |
| TAX RETURN SVC. (FIDUCIARY TR CO.) | $490 | $490 | $0 |
| BIOVENTURES INVESTORS LIMITED K-1 INTEREST EXPENSE | $28,556 | $0 | $0 |
| BIOVENTURES INVESTORS LIMITED K-1 DEDUCTIONS | $11,396 | $0 | $0 |
| BIOVENTURES INVESTORS LIMITED K-1 FOREIGN TAX PAID | $15,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BIOVENTURES INVESTORS LP II ORDINARY BUSINESS INCOME | $22,815 | $0 | $0 |
| BIOVENTURES INVESTORS LP II DEBT-FINANCED INTEREST INCOME | $26,408 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR 2019 FORM 990-PF REFUND OF NET INVESTMENT INCOME TAX | Desc |
| Amt | $114,260 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2019 TAX PAYMENT FORM 990-T | CategoryTxt |
| Amt | $715 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |