DOROTHY HARRISON EGAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY HARRISON EGAN FOUNDATION (EIN 57-1191002)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-09
- IRS object ID
- 202000099349101105
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-09T17:20:24-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201063009 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Liscombe & Parrella PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127A Main St P O Box 105 | AddressLine1Txt |
| City | Medway | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571191002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dorothy Harrison Egan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 5082286131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3366 | AddressLine1Txt |
| City | Nantucket | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02584 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Denis H Gazaille | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5082286131 | PhoneNum |
| Signature | 2020-01-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Parrella | PreparerPersonNm |
| PTIN | P00594038 | PTIN |
| Phone | 5085202728 | PhoneNum |
| Preparation | 2020-01-06 | PreparationDt |
| 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 | $9,208,732 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $197,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,371,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,174 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $331,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $331,809 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,022 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $817 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $817 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,019 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $560,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $560,702 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $631,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $569,971 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$300,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,777 | CashBOYAmt |
| Cash EOY | $143,720 | CashEOYAmt |
| Cash EOYFMV | $143,720 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $125,000 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,607 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,340 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $5,065,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,028,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,806,421 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,526,015 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,095,046 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,133,591 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,696,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,393,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,208,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,696,687 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,393,986 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,696,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,393,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,696,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,393,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,696,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$300,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,396,686 | SubtotalAmt |
| Other Decreases | $2,700 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,393,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PACE MTG BACKED FIXED INC | 2014-08-25 | 2018-10-24 | $2,394 | $2,481 | -$87 | -$87 | |
| PACE MTG BACKED FIXED INC | 2014-08-24 | 2019-01-24 | $2,283 | $2,340 | -$57 | -$57 | |
| PACE MTG BACKED FIXED INC | 2014-08-24 | 2019-04-23 | $2,492 | $2,542 | -$50 | -$50 | |
| PACE MTG BACKED FIXED INC | 2014-08-24 | 2019-07-24 | $2,590 | $2,613 | -$23 | -$23 | |
| ANALOG DEVICES INC | 2018-10-04 | $99,195 | $64,681 | $34,514 | $34,514 | ||
| POTLATCH COR | 2018-02-14 | 2018-10-24 | $35,987 | $53,000 | -$17,013 | -$17,013 | |
| POTLATCH COR | 2018-11-15 | 2018-11-20 | $2,446 | $3,611 | -$1,165 | -$1,165 | |
| ATT INC 2.75% | 2018-11-27 | $55,000 | $55,921 | -$921 | -$921 | ||
| US TREASURY 1.25% | 2018-11-30 | $225,000 | $225,999 | -$999 | -$999 | ||
| TOYOTA MOTOR CORP 2.1% | 2019-01-17 | $55,000 | $55,624 | -$624 | -$624 | ||
| ESTEE LAUDER CO | 2015-08-10 | 2019-03-07 | $7,794 | $4,505 | $3,289 | $3,289 | |
| SCHLUMBERGER LTD | 2019-03-07 | $47,030 | $81,800 | -$34,770 | -$34,770 | ||
| SCHWAB INTL SMALL CAP | 2019-03-07 | $127,648 | $119,182 | $8,466 | $8,466 | ||
| VIS INC | 2015-08-11 | 2019-03-07 | $3,667 | $1,839 | $1,828 | $1,828 | |
| WELLS FARGO BANK | 2019-03-07 | $89,436 | $97,218 | -$7,782 | -$7,782 | ||
| DANAHER CORP | 2017-03-23 | 2019-05-23 | $13,094 | $8,632 | $4,462 | $4,462 | |
| THERMO FISHER SCIENTIFIC | 2015-07-23 | 2019-05-23 | $13,416 | $7,025 | $6,391 | $6,391 | |
| AMGEN INC | 2015-07-23 | 2019-05-24 | $8,630 | $8,201 | $429 | $429 | |
| SMITH A O | 2019-03-07 | 2019-06-17 | $45,487 | $51,149 | -$5,662 | -$5,662 | |
| AMGEN INC | 2019-06-17 | $35,600 | $31,828 | $3,772 | $3,772 | ||
| US TREASURY 1.625% | 2019-06-30 | $180,000 | $182,105 | -$2,105 | -$2,105 | ||
| AMGEN INC | 2019-07-09 | $36,227 | $30,215 | $6,012 | $6,012 | ||
| CHUBB LTD | 2019-07-09 | $104,284 | $80,260 | $24,024 | $24,024 | ||
| INTEL CORP | 2019-07-09 | $108,622 | $64,080 | $44,542 | $44,542 | ||
| Capital Gains Dividends | $67,703 | $67,703 | $67,703 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,174 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $481,741 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,147,147 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052666 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $365,736 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,535,532 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042849 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $316,937 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,270,755 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043591 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $385,540 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,505,442 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045329 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $234,548 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,594,689 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065248 | DistributionYr5Rt |
| Total Distribution | 0.249683 | TotalDistributionRt |
| Average Distribution | 0.049937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,035,796 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $451,221 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,700 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $453,921 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $569,971 | 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 | $2,700 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,700 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,340 | OverpaymentAmt |
| Applied To ES Tax | $1,340 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Denis H Gazaille | IndividualWithBooksNm |
| Phone | 5082286131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Sesapana Road | AddressLine1Txt |
| City | Nantucket | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02554 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Claire Graves | ||||||||
| PO Box 3347 | Nantucket | MA | 02584 | Trustee | 5.00 | $1,250 | $0 | $0 |
| Denis H Gazaille | ||||||||
| 24 Sesapana Road | Nantucket | MA | 02554 | Trustee | 0.50 | $0 | $0 | $0 |
| Georgia A Snell | ||||||||
| P O Box 297 | Nantucket | MA | 02554 | Trustee | 0.50 | $0 | $0 | $0 |
| Myles Reis | ||||||||
| P O Box 3366 | Nantucket | MA | 025843366 | Trustee | 0.05 | $0 | $0 | $0 |
| Jennifer Cohen | ||||||||
| P O Box 3366 | Nantucket | MA | 025843366 | Trustee | 0.05 | $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 | $8,851,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $321,767 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,173,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,173,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,035,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $451,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $451,790 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,700 | TotalTaxAmt |
| Distributable Before Adj | $449,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $449,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $449,090 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $569,971 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $569,971 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,700 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $567,271 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $449,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $125,427 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $569,971 | QualifyingDistributionsAmt |
| Applied To Year1 | $125,427 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $444,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,546 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Claire D Graves | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 3366 | AddressLine1Txt |
| City | Nantucket | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02584 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5082289868 | RecipientPhoneNum |
| Form And Info And Materials | Written request. (a) Basic contact information (b)High school or college transcript (c) Standardized test scores (d) Description of health care studies to be pursued (e) Letter of recommemdation from instructor | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Late winter, early spring | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to qualified candidates studying health and health care related subjects in college, medical school, or other schools offering courses of study in these fields. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Addiction Solutions | |||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | None | Public Charity | General | $30,000 | ||||
| Anna Marie College | |||||||||||
| 50 Sunset Lane | Paxton | MA | 01612 | None | Public Charity | Scholarship for Kayla McGrady | $12,000 | ||||
| Anna Marie College | |||||||||||
| 50 Sunset Lane | Paxton | MA | 01612 | None | public Charity | Scholarship for Elizabeth Eldridge | $5,000 | ||||
| Boston University | |||||||||||
| 881 Commonwealth Ave | Boston | MA | 02215 | none | public Charity | Scholarship for Cristina Wilson | $5,000 | ||||
| Boston University | |||||||||||
| 881 Commonwealth Ave | Boston | MA | 02215 | none | public Charity | Scholarship for Cristina Wilson | $7,000 | ||||
| Bryant Univesity | |||||||||||
| 1150 Douglas Pike | Smithfield | RI | 02917 | none | public Charity | Scholarship for Megan Cranston | $10,972 | ||||
| Bunker Hill Community College | |||||||||||
| 250 Rutherford Ave | Boston | MA | 02129 | None | Public Charity | Scholarship for Marvely Tejeda | $1,210 | ||||
| Cape Cod Community College | |||||||||||
| 2240 Iyannough Road | West Barnstable | MA | 02668 | None | public Charity | Scholarship for Robin Manning | $5,000 | ||||
| Cape Cod Community College | |||||||||||
| 2240 Iyannough Road | West Barnstable | MA | 02668 | none | public Charity | Scholarship for Carolina Eller | $4,290 | ||||
| Cape Cod Community College | |||||||||||
| 2240 Iyannough Road | West Barnstable | MA | 02668 | none | public Charity | Scholarship for Renee Printz | $3,000 | ||||
| Cape Cod Community College | |||||||||||
| 2240 Iyannough Road | West Barnstable | MA | 02668 | none | public Charity | scholarship for Robin Manning | $442 | ||||
| Capella University | |||||||||||
| 225 South 6th Street | Minneapolis | MN | 55402 | none | public Charity | Scholarship for Sarah Trottier | $6,000 | ||||
| Chamberlain College of Nursing | |||||||||||
| 1221 NMorth Swift Road | Addison | IL | 60101 | none | public Charity | Scholarship for Annette Thompson | $4,710 | ||||
| Colby-Sawyer College | |||||||||||
| 541 Main Street | New London | NH | 03257 | none | public Charity | scholarship for Madeline Belanger | $6,000 | ||||
| Elder Services of Cape Cod and Islands Inc | |||||||||||
| 144 Orange Street | Nantucket | MA | 02554 | None | Public Charity | Meals on Wheels | $35,000 | ||||
| Elms College | |||||||||||
| 291 Springfield Street | Chicopee | MA | 01013 | none | public Charity | Scholarship for Jessica Douglas | $5,600 | ||||
| Fairwinds Center | |||||||||||
| 20 Vesper Lane | Nantucket | MA | 02554 | None | public Charity | General | $30,000 | ||||
| Fitchburg State University | |||||||||||
| 160 Pearl Street | Fitchburg | MA | 01420 | none | public Charity | scholarship for Tatiana Lemus | $3,000 | ||||
| Fitchburg State University | |||||||||||
| 160 Pearl Street | Fitchburg | MA | 01420 | none | public Charity | Scholarship for Camilla Woodley | $6,000 | ||||
| Fitchburg State University | |||||||||||
| 160 Pearl Street | Fitchburg | MA | 01420 | none | public Charity | scholarship for Caitlin Mattheson | $1,848 | ||||
| Florida Institute of Ultrasound | |||||||||||
| 8800 University Pkwy | Pensacola | FL | 32514 | None | public Charity | refund of scholarship for Tanya Dimitrova-Byer who dropped school for a family emergency | -$5,000 | ||||
| Framingham State University | |||||||||||
| 100 State Street | Framingham | MA | 01702 | none | public Charity | scholarship for Tianna Barrett | $6,000 | ||||
| International Dental Implant Association | |||||||||||
| 17501 Biscayne Blvd 600 | Aventura | FL | 33160 | None | public Charity | Scholarship for Matthew Roberts | $6,000 | ||||
| Lasell College | |||||||||||
| 1844 Commonwealth Avenue | Auburndale | MA | 02466 | None | Public Charity | Scholarship for Ramon Partida | $7,000 | ||||
| Marla Lamb Fund | |||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | None | Public Charity | General | $25,000 | ||||
| MGH Institute of Health Professions | |||||||||||
| 36 1st Avenue | Charlestown | MA | 02129 | None | Public Charity | Scholarship for Liesel Sheppard | $9,000 | ||||
| Nantucket Food Pantry | |||||||||||
| PO Box 2957 | Nantucket | MA | 02554 | None | Public Charity | General | $15,000 | ||||
| Nantucket High School | |||||||||||
| 10 Surfside Road | Nantucket | MA | 02554 | None | Public Charity | Grant in support of an advanced nursing course | $30,000 | ||||
| Newcastle University | |||||||||||
| none | public Charity | Scholarship for Emily Sylvia | $10,000 | University Drive 2308 | Newcastle | UK | NE1 7RU | ||||
| Northeastern University | |||||||||||
| 360 Huntington Avenue | Boston | MA | 02115 | None | Public Charity | Scholarship for Michael Molta | $10,000 | ||||
| Northeastern University | |||||||||||
| 360 Huntington Avenue | Boston | MA | 02115 | None | Public Charity | Scholarship for Teresa Schrader | $5,686 | ||||
| Oregon State College of Pharmacy | |||||||||||
| 1601 SW Jefferson Way | Corvallis | OR | 97331 | None | Public Charity | Scholarship Vananrung Isaragumpot | $13,815 | ||||
| Palliative Care | |||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | None | Public Charity | General | $20,000 | ||||
| Pennsylvania State University | |||||||||||
| 201 Old Main | University Park | PA | 16802 | none | public Charity | scholarship for Tahlia Francis | $6,000 | ||||
| Regis College | |||||||||||
| 235 Wellesley Street | Weston | MA | 02493 | None | Public Charity | Scholarship for Molly Harding | $9,340 | ||||
| Regis College | |||||||||||
| 235 Wellesley Street | Weston | MA | 02493 | none | public Charity | scholarship for Sarah Benson | $10,000 | ||||
| Regis College | |||||||||||
| 235 Wellesley Street | Weston | MA | 02493 | none | public Charity | Scholarship for Ashley Wilson | $10,000 | ||||
| Sienna College | |||||||||||
| 515 Loudon Rd | Loudonville | NY | 12211 | None | Public Charity | Scholarship for Brooke Campbell | $12,000 | ||||
| Simmons College | |||||||||||
| 300 Fenway | Boston | MA | 02115 | None | Public Charity | Scholarship for McKenzie Condon | $6,000 | ||||
| Simmons College | |||||||||||
| 300 Fenway | Boston | MA | 02115 | None | Public Charity | Scholarship for Alana Manghis | $9,000 | ||||
| Southern New Hampshire University | |||||||||||
| 2500 N River Rd | Manchester | NH | 03106 | none | public Charity | Scholarship for Donald Maida | $6,000 | ||||
| Tufts Medical Center | |||||||||||
| 800 Washington Street | Boston | MA | 02111 | None | Public Charity | Oncographic medicine | $20,000 | ||||
| UConn School of Dental Medicine | |||||||||||
| 263 Farmington Avenue | Farmington | CT | 06030 | None | Public Charity | Scholarship for Kathryn Forth | $15,000 | ||||
| UMass Medical School | |||||||||||
| 333 South Street | Shrewsbury | MA | 01545 | none | public Charity | Scholarship for Eve Manghis | $10,000 | ||||
| University of CA | |||||||||||
| 900 University Avenue | Riverside | CA | 92521 | None | public Charity | Scholarship for Madison N Swiatek | $2,915 | ||||
| University of Denver | |||||||||||
| 2199 S University Blvd | Denver | CO | 80210 | none | public Charity | Scholarship for Karoline Hill | $5,724 | ||||
| University of MA | |||||||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for Emily Kitsock | $7,000 | ||||
| University of MA | |||||||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for Elias Loughery | $9,000 | ||||
| University of MA | |||||||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | none | Public Charity | Scholarship for Sabin Dhamala | $9,000 | ||||
| University of MA | |||||||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | none | public Charity | Scholarship for Tajuan Francis | $6,000 | ||||
| University of Ma | |||||||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for Bridget Forth | $9,000 | ||||
| University of NE College of Osteopathic Medicine | |||||||||||
| 11 Hills Beach Rd | Biddeford | ME | 04005 | none | public Charity | Scholarship for Leah Pearl | $15,000 | ||||
| University of Vermont | |||||||||||
| 85 South Prospect Street | Burlington | VT | 05401 | None | Public Charity | Scholarship for Alexa Crosby | $16,000 | ||||
| University of Vermont | |||||||||||
| 85 South Prospect Street | Burlington | VT | 05401 | None | Public Charity | Scholarshp for Claudia Hofford | $6,150 | ||||
| University of Vermont | |||||||||||
| 85 South Prospect Street | Burlington | VT | 05401 | None | Public Charity | Scholarship for Isabella Kyburg | $9,000 | ||||
| University of Vermont | |||||||||||
| 85 South Prospect Street | Burlington | VT | 05401 | none | public Charity | Scholarship for Stephanie Ryder | $6,000 | ||||
| Villanova University | |||||||||||
| 800 E Lancaster Avenue | Villanova | PA | 19085 | none | public Charity | Scholarship for Christianna Roggeveen | $5,000 | ||||
| Wesleyan University | |||||||||||
| 45 Wyllys Avenue | Middletown | CT | 06459 | NOne | Public Charity | Scholarship for Tessa Whelden | $7,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $560,702 | 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 | $197,635 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134,174 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $331,809 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $331,809 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Prep | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Publicly traded corporate bonds | $691,413 | $691,087 |
| Publicly traded corporate bonds | $1,403,633 | $1,442,504 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Publicly traded corporate stock | $900,786 | $897,322 |
| Publicly traded corporate stock | $3,042,802 | $4,598,021 |
| Publicly traded corporate stock | $1,085,292 | $1,311,078 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise taxes | Desc |
| Amt | $2,700 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising expense | $2,427 | $0 | $2,427 |
| Office expense | $522 | $0 | $522 |
| Filing fees | $70 | $0 | $70 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fee | CategoryTxt |
| Amt | $61,022 | Amt |
| Net Investment Income | $61,022 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes paid thru investments | CategoryTxt |
| Amt | $817 | Amt |
| Net Investment Income | $817 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |