FLEETWING CHARITABLE FOUNDATION TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FLEETWING CHARITABLE FOUNDATION TR (EIN 20-1448765)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349106033
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T21:19:06-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201448765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fleetwing Charitable Foundation Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FLEE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H GIFFORD | PersonNm |
| Person Title | chairman | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $4,776,047 | 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 | $1,505,327 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,231 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,231 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $839,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,670 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$433 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,741,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,001 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $14,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,976 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,484 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,484 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,542 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $145 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,546,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,101 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,001 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,002 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $98,638 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,789,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,821,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,594,203 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $609,524 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $827,474 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $792,065 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $20,562 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,040 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,494,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,041,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,776,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,494,146 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,041,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,494,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,041,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,494,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,041,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,494,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,546,977 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,041,123 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,041,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $839,274 | $705,567 | $133,707 | $133,707 |
| Passthrough K1 Capital Gain/(Loss) | -$37 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,751 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,506,882 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046409 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,925 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,272,881 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050391 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,556 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,347,014 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049165 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,151 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,428,900 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045248 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,854 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,180,783 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027306 | DistributionYr5Rt |
| Total Distribution | 0.218519 | TotalDistributionRt |
| Average Distribution | 0.043704 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,743,900 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,074 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,697 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $174,396 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,074 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,074 | SubtotalAmt |
| Tax Based On Investment Income | $2,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,026 | OverpaymentAmt |
| Applied To ES Tax | $1,026 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Diane B Gifford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Trustee | 2.0 | $0 | $0 | $0 |
| Ian C Gifford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Trustee | 2.0 | $0 | $0 | $0 |
| Susan Gifford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman, Trustee | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,653,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,800,914 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,800,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,743,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,074 | TotalTaxAmt |
| Distributable Before Adj | $185,121 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $185,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $185,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,396 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $174,396 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,074 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $172,322 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $169,328 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $174,396 | QualifyingDistributionsAmt |
| Applied To Year1 | $169,328 | AppliedToYear1Amt |
| Applied To Current Year | $5,068 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $180,053 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC | |||||||
| 75 FEDERAL ST 8TH FL | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY BOATING CENTER INC | |||||||
| 1641 PADANARAM AVE | NEW BEDFORD | MA | 02740 | N/A | PC | General & Unrestricted | $5,000 |
| DARROW SCHOOL | |||||||
| 110 DARROW RD | NEW LEBANON | NY | 12125 | N/A | PC | the Whittaker building oil tanks Project | $20,000 |
| GRASSROOTS GLOBAL JUSTICE | |||||||
| 7000 CARROLL AVE STE 200 | TAKOMA PARK | MD | 20912 | N/A | PC | General & Unrestricted | $500 |
| HOMES FOR OUR TROOPS INC | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PC | General & Unrestricted | $1,000 |
| LOWELLS MARITIME FOUNDATION DBA LOWELLS BOAT SHOP | |||||||
| 459 MAIN ST | AMESBURY | MA | 01913 | N/A | PC | Charitable Event | $25,000 |
| MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE | |||||||
| 133 FEDERAL ST 2ND FL | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $2,000 |
| MARIPOSA DR FOUNDATION | |||||||
| 421 N AURORA ST | ITHACA | NY | 14850 | N/A | PC | General & Unrestricted | $2,000 |
| PARTNERS HEALTHCARE SYSTEM INC | |||||||
| 399 REVOLUTION DR STE 645 | SOMERVILLE | MA | 02145 | N/A | PC | Newton Wellesley Hospital Intensive Care Unit fund | $25,000 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $5,000 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | Work Force Development Program | $20,000 |
| POLITICAL RESEARCH ASSOCIATES | |||||||
| 1310 BROADWAY STE 201 | SOMERVILLE | MA | 02144 | N/A | PC | General & Unrestricted | $500 |
| PROJECT BREAD - THE WALK FOR HUNGER INC | |||||||
| 145 BORDER ST | EAST BOSTON | MA | 02128 | N/A | PC | General & Unrestricted | $1,000 |
| SYLVIA RIVERA LAW PROJECT INC | |||||||
| 147 W 24TH ST 5TH FL | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $500 |
| THE NEMASKET GROUP INC | |||||||
| 109 FAIRHAVEN RD | MATTAPOISETT | MA | 02739 | N/A | PC | installation of a generator project in a group home | $10,000 |
| TRANSGENDER LAW CENTER | |||||||
| PO BOX 70976 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| TRUSTEES OF THE LAWRENCE ACADEMY AT GROTON | |||||||
| PO BOX 992 | GROTON | MA | 01450 | N/A | PC | installation of new scoreboards and 30 second clock Project | $35,000 |
| WOMENS LUNCH PLACE INC | |||||||
| PO BOX 170900 | BOSTON | MA | 02117 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,231 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$433 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$433 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $237,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,652 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Nelson S Gifford Rollover IRA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Federal Street Suite 1100 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,505,327 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (43 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AGNICO EAGLE MINES LTD AEM, 250 sh. | $8,905 | 2018-11-20 |
| 1 | AMERICAN TOWER REIT INC AMT, 500 sh. | $81,910 | 2018-11-20 |
| 1 | AMERIGAS PARTNERS L P NOTE - 5.750% - 0 030981AL8, 50000 sh. | $46,375 | 2018-11-20 |
| 1 | ASPEN TECHNOLOGY, INC AZPN, 650 sh. | $50,050 | 2018-11-20 |
| 1 | BANK OF NOVA SCOTIA BNS, 200 sh. | $10,531 | 2018-11-20 |
| 1 | CVS CAREMARK CORP CVS, 150 sh. | $11,481 | 2018-11-20 |
| 1 | CORE LABORATORIES CLB, 250 sh. | $20,926 | 2018-11-20 |
| 1 | VODAFONE GROUP PLC VOD, 1100 sh. | $21,670 | 2018-11-20 |
| 1 | WALGREENS BOOTS ALLIANCE WBA, 400 sh. | $32,002 | 2018-11-20 |
| 1 | WATSCO INC WSO, 150 sh. | $22,141 | 2018-11-20 |
| 1 | WISDOMTREE INTL M/C DVD FUND DIM, 600 sh. | $35,658 | 2018-11-20 |
| 1 | MEDTRONIC PLC MDT, 200 sh. | $18,623 | 2018-11-20 |
| 1 | CHUBB LIMITED CB, 150 sh. | $20,001 | 2018-11-20 |
| 1 | SPROTT PHYSICAL GOLD AND SILVER TRUST CEF, 1000 sh. | $11,770 | 2018-11-20 |
| 1 | THERMO FISHER SCIENTIFIC INC TMO, 250 sh. | $58,316 | 2018-11-20 |
| 1 | U G I CP UGI, 450 sh. | $25,592 | 2018-11-20 |
| 1 | UNION PACIFIC UNP, 100 sh. | $14,440 | 2018-11-20 |
| 1 | VANGUARD FTSE EUROPEAN ETF VGK, 800 sh. | $40,504 | 2018-11-20 |
| 1 | VISA INC V, 200 sh. | $26,407 | 2018-11-20 |
| 1 | OPPENHEIMER INTL GROWTH I OIGIX, 1777.899 sh. | $63,667 | 2018-11-20 |
| 1 | PIMCO ENHANCED LOW DURATION ACTIVE EXCH LDUR, 2000 sh. | $198,820 | 2018-11-20 |
| 1 | PIMCO ENHANCED SHORT MATURITY STRATGY F MINT, 900 sh. | $91,287 | 2018-11-20 |
| 1 | PLAINS ALL AMERICAN PIPELINE LP PAA, 1000 sh. | $21,040 | 2018-11-20 |
| 1 | QUALCOMM INC QCOM, 150 sh. | $8,213 | 2018-11-20 |
| 1 | SCHLUMBERGER LTD SLB, 300 sh. | $14,106 | 2018-11-20 |
| 1 | KINDER MORGAN INC KMI, 1096 sh. | $18,742 | 2018-11-20 |
| 1 | MATTHEWS PACIFIC TIGER FUND I MIPTX, 1574.669 sh. | $43,618 | 2018-11-20 |
| 1 | MCCORMICK & CO MKC, 150 sh. | $22,202 | 2018-11-20 |
| 1 | MERCADOLIBRE, INC MELI, 100 sh. | $32,217 | 2018-11-20 |
| 1 | MICROSOFT CORP MSFT, 500 sh. | $50,580 | 2018-11-20 |
| 1 | NOVARTIS AG ADR NVS, 500 sh. | $43,830 | 2018-11-20 |
| 1 | ECOLAB INC ECL, 100 sh. | $15,731 | 2018-11-20 |
| 1 | GILEAD SCIENCES INC GILD, 500 sh. | $34,250 | 2018-11-20 |
| 1 | GOLDMAN SACHS GROUP - 2.250% - 06/16/20 38148TN39, 10000 sh. | $9,430 | 2018-11-20 |
| 1 | IDEXX CORP IDXX, 200 sh. | $38,308 | 2018-11-20 |
| 1 | ISHARES GOLD TRUST IAU, 1500 sh. | $17,580 | 2018-11-20 |
| 1 | JOHNSON & JOHNSON JNJ, 250 sh. | $36,888 | 2018-11-20 |
| 1 | CARMAX INC KMX, 750 sh. | $45,604 | 2018-11-20 |
| 1 | CELGENE CORP CELG, 100 sh. | $6,812 | 2018-11-20 |
| 1 | CIMAREX ENERGY CO XEC, 100 sh. | $8,487 | 2018-11-20 |
| 1 | COLGATE-PALMOLIVE COMPANY CL, 200 sh. | $12,587 | 2018-11-20 |
| 1 | COLUMBIA EMERGING MARKETS CONSUMER ECON, 2000 sh. | $41,200 | 2018-11-20 |
| 1 | DANAHER CORP DHR, 200 sh. | $20,331 | 2018-11-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIGAS PARTNERS L P NOTE - 5 | $96,831 | $88,499 |
| AMPHENOL CORP NEW NOTE CALL - | $38,670 | $38,786 |
| APPLE INC - 1.500% - 09/12/201 | $49,519 | $49,561 |
| BANK OF AMERICA CORP - 4.000% | $39,960 | $40,101 |
| BANK OF AMERICA CORP DTD - 4.0 | $25,000 | $24,791 |
| BANK OF NOVA SCOTIA BOND - 2.8 | $51,284 | $49,568 |
| CITIGROUP GLOBAL MKTS - 0.000% | $50,000 | $44,550 |
| FORD MOTOR CREDIT BOND - 3.500 | $40,000 | $36,044 |
| GOLDMAN SACHS GROUP - 2.250% - | $9,430 | $9,598 |
| HCP INC NOTE - 4.200% - 03/01/ | $50,325 | $50,123 |
| JP MORGAN CHASE - 4.000% - 02/ | $49,796 | $49,416 |
| JPM CHASE - 4.400% - 07/22/202 | $25,198 | $25,452 |
| JPMORGAN CHASE &CO NOTE - 2.40 | $25,048 | $24,453 |
| JPMORGAN CHASE - 3.000% - 11/3 | $60,002 | $54,013 |
| THERMO SCIENTIFIC INC BOND - 3 | $49,912 | $46,468 |
| VERIZON COMMUNICATIONS NOTE - | $51,975 | $50,442 |
| VISA INC NOTE - 2.800% - 12/14 | $49,581 | $49,373 |
| WELLS FARGO & CO - 3.500% - 10 | $14,941 | $13,872 |
| WELLS FARGO &CO MTN ZERO CPN - | $50,000 | $46,955 |
| GOLDMAN SACHS - 3.250% | $2 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $23,165 | $57,162 |
| AGNICO EAGLE MINES LTD | $32,100 | $44,440 |
| ALPHABET INC CL A | $47,837 | $52,248 |
| AMERICAN TOWER REIT INC | $136,382 | $158,189 |
| AMERICAN WATER WORKS COMPANY I | $40,444 | $45,385 |
| AMPHENOL CORPORATION | $23,311 | $40,510 |
| ASPEN TECHNOLOGY, INC | $50,050 | $53,417 |
| BANK OF NOVA SCOTIA | $51,709 | $59,844 |
| CARMAX INC | $76,716 | $109,778 |
| CELGENE CORP | $53,740 | $32,045 |
| CHUBB LIMITED | $44,857 | $83,967 |
| COLGATE-PALMOLIVE COMPANY | $32,642 | $47,616 |
| CORE LABORATORIES | $36,653 | $35,796 |
| CULLEN FROST BANKERS INC | $27,282 | $43,970 |
| CVS CAREMARK CORP | $27,410 | $42,588 |
| DANAHER CORP | $31,872 | $72,184 |
| ECOLAB INC | $32,992 | $88,410 |
| EOG RESOURCES INC | $28,611 | $26,163 |
| FIRST REPUBLIC BANK | $36,124 | $47,795 |
| GILEAD SCIENCES INC | $46,550 | $68,805 |
| GROUPE DANONE ADS | $22,622 | $27,960 |
| IDEXX CORP | $53,741 | $93,010 |
| ISHARES GOLD TRUST | $17,580 | $18,435 |
| JOHNSON & JOHNSON | $36,888 | $32,263 |
| KINDER MORGAN INC | $18,742 | $16,856 |
| MATTHEWS PACIFIC TIGER FUND I | $111,521 | $112,521 |
| MCCORMICK & CO | $38,563 | $90,506 |
| MEDTRONIC PLC | $72,488 | $81,864 |
| MERCADOLIBRE, INC | $32,217 | $29,285 |
| MICROSOFT CORP | $77,601 | $152,355 |
| NOVARTIS AG ADR | $88,261 | $90,101 |
| OPPENHEIMER INTL GROWTH I | $133,682 | $128,058 |
| PAYCHEX | $39,390 | $65,150 |
| PIMCO ENHANCED LOW DURATION AC | $218,759 | $217,271 |
| PIMCO ENHANCED SHORT MATURITY | $91,287 | $90,855 |
| PORTLAND GEN ELEC | $34,229 | $68,775 |
| QUALCOMM INC | $54,184 | $54,065 |
| SCHLUMBERGER LTD | $47,988 | $28,864 |
| SPROTT PHYSICAL GOLD AND SILVE | $72,885 | $68,970 |
| TE CONNECTIVITY LTD | $35,399 | $45,378 |
| THERMO FISHER SCIENTIFIC INC | $78,487 | $145,464 |
| TJX COMPANIES INC | $30,743 | $35,792 |
| U G I CP | $40,300 | $77,358 |
| UNION PACIFIC | $14,440 | $13,823 |
| US BANCORP | $36,887 | $31,990 |
| VANGUARD FTSE EUROPEAN ETF | $107,288 | $99,671 |
| VISA INC | $38,365 | $118,746 |
| VODAFONE GROUP PLC | $75,495 | $59,768 |
| WALGREENS BOOTS ALLIANCE | $32,002 | $27,332 |
| WATSCO INC | $46,248 | $76,527 |
| WISDOMTREE INTL M/C DVD FUND | $89,692 | $102,150 |
| YUM BRANDS INC | $53,563 | $82,728 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,002 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $98,638 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PLAINS ALL AMERICAN PIPELINE L | CategoryOrItemTxt |
| Book Value | $20,562 | BookValueAmt |
| EOYFMV | $20,040 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $19,361 | $19,361 | |
| Bank Charges | $138 | $138 | |
| K-1 Exp PLAINS ALL AMERICAN PI | $8 | $7 | |
| State or Local Filing Fees | $35 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss PLAINS ALL AMERICAN PIPELINE LP | Desc |
| Revenue And Expenses Per Books | -$433 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $14,976 | Amt |
| Net Investment Income | $14,976 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nelson S Gifford Rollover IRA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Federal Street Suite 1100 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $3,000 | |
| Foreign Tax Paid | $2,484 | $2,484 |