KATHRYN GOODMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN GOODMAN FOUNDATION (EIN 46-3170657)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-27
- IRS object ID
- 202502399349100705
- Schema version
- 2024v5.0
- 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 Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-27T11:26:30-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042836739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADLER BLANCHARD & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CAMBRIDGE ST STE 201 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463170657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KATHRYN GOODMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 5086420363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086420363 | PhoneNum |
| Signature | 2025-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL BLANCHARD | PreparerPersonNm |
| PTIN | P00851646 | PTIN |
| Phone | 7812730075 | PhoneNum |
| Preparation | 2025-08-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,590,477 | 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 |
| Interest On Sav Rev And Expnss | $7,225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,225 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,225 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $236,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $236,349 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $236,349 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,359,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,497 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $382,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $382,071 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $243,574 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $741 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,760 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $78,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,315 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $78,315 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $8,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,125 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $8,125 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $7,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,430 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,430 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $157,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $96,630 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,323 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $407,323 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $564,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $96,630 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $407,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$182,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,441 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $146,944 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,027 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,298 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,458,029 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,238,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,517,179 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,489,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,311,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,590,477 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,489,056 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,311,508 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,489,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,311,508 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,489,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,311,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,489,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$182,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,075 | OtherIncreasesAmt |
| Subtotal | $5,311,508 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,311,508 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERIIL LYNCH LT CVD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,359,408 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,220,911 | CostOrOtherBasisAmt |
| Gain Or Loss | $138,497 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $138,497 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,497 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,968 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,968 | SubtotalAmt |
| Tax Based On Investment Income | $3,968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,061 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,061 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,093 | OverpaymentAmt |
| Applied To ES Tax | $2,093 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY W GOODMAN | IndividualWithBooksNm |
| Phone | 5086420363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH WEALTH MANAGEMENT | |||||
| 5905 E GALBRAITH RD | CINCINNATI | OH | 45236 | INVESTMENT MGMT | $78,315 |
| TIMOTHY GOODMAN | |||||
| PO BOX 1451 | WEST TISBURY | MA | 02575 | TRUSTEE | $60,000 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,437,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,633,225 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,633,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,503,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $425,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $425,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,968 | TotalTaxAmt |
| Distributable Before Adj | $421,218 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $421,218 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $421,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $407,323 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $407,323 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $421,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $383,934 | UndistributedIncomePYAmt |
| Qualifying Distributions | $407,323 | QualifyingDistributionsAmt |
| Applied To Year1 | $383,934 | AppliedToYear1Amt |
| Applied To Current Year | $23,389 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $397,829 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANIMAL SHELTER OF MARTHAS VINEYARD | ||||||
| PO BOX 1829 | EDGARTOWN | MA | 02539 | NONE | VET SERVICES | $5,000 |
| CHILD JUSTICE INC | ||||||
| 8401 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PROTECTION FOR ABUSED CHILDREN | $30,000 |
| FEATHERSTONE CTR | ||||||
| 30 FEATHERSTONE LANE | OAK BLUFFS | MA | 02557 | NONE | COMMUNITY PROGRAMS | $10,000 |
| FELIX NECK SANCTUARY | ||||||
| PO BOX 494 | VINEYARD HAVEN | MA | 02568 | NONE | WILDLIFE PROTECTION | $5,000 |
| FRIENDS OF MVY RADIO | ||||||
| PO BOX 1148 | VINEYARD HAVEN | MA | 02568 | NONE | COM MUNITY PROGRAMS | $13,477 |
| HARBOR HOMES | ||||||
| PO BOX 243 | WEST TISBURY | MA | 02575 | NONE | ASSISTANCE FOR HOMELESS | $30,000 |
| HOSPICE OF MARTHAS VINEYARD | ||||||
| PO BOX 1748 | VINEYARD HAVEN | MA | 02568 | NONE | HOSPICE AND BEREAVEMENT SERVICES | $10,000 |
| MUSICALLY FED | ||||||
| 8274 E DEL CADENA | SCOTTSDALE | AZ | 85258 | NONE | COMMUNITY PROGRAMS | $50,000 |
| MVY CENTER FOR LIVING | ||||||
| PO BOX 1729 | VINEYARD HAVEN | MA | 02568 | NONE | SENIOR ASSISTANCE | $10,000 |
| MVY REGIONAL HIGH SCHOOL | ||||||
| BOX 1385 | OAK BLUFFS | MA | 02557 | NONE | EDUCATION SERVICES | $41,518 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE TO HOMELESS PERSONS | $5,000 |
| ROSIES PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE FOR HOMELESS WOMEN | $5,000 |
| SASSAFRAS EARTH EDUCATION | ||||||
| 5 CHURCH ST | VINEYARD HAVEN | MA | 02586 | NONE | EDUCATION SERVICES | $3,000 |
| VINEYARD HOUSE INC | ||||||
| 5 CHURCH ST | VINEYARD HAVEN | MA | 02586 | NONE | REHABILITATION PROGRAMS | $10,001 |
| VINEYARD PRESERVATION TRUST | ||||||
| PO BOX 5277 | EDGARTOWN | MA | 02539 | NONE | HISTORIC PRESERVATION | $30,000 |
| MV COMMUNITY FOUNDATION | ||||||
| PO BOX 243 | WEST TISBURY | MA | 02568 | NONE | COMMUNITY SUPPORT | $25,000 |
| AF PRODUCTIONS | ||||||
| PO BOX 1888 | OAK BLUFFS | MA | 02557 | NONE | NOT FOR PROFIT VIDEOGRAPHER | $5,450 |
| WOMENS LUNCH PLACE | ||||||
| 20 PARK PLAZA SUITE 520 | BOSTON | MA | 02116 | NONE | DAY SHELTER FOR WOMEN | $5,000 |
| BACH CENTER | ||||||
| 270 TREMONT STREET | BOSTON | MA | 02116 | NONE | HISTORICAL/MUSICAL PRESERVATION | $30,000 |
| THE JIMMY FUND | ||||||
| 10 BROOKLINE PLACE | BROOKLINE | MA | 02445 | NONE | CANCER RESEARCH | $5,000 |
| MV MINNIE SINGERS | ||||||
| BOX 1385 | OAK BLUFFS | MA | 02557 | NONE | CHORAL GROUP REPRESENTING MVRHS | $15,000 |
| NAVIGATOR | ||||||
| 490 VINEYARD HAVEN RD | EDGARTOWN | MA | 02539 | NONE | ELDER CARE | $30,000 |
| STEPS OF FAITH | ||||||
| 10740 NALL AVE SUITE 215 | OVERLAND PARK | KS | 66211 | NONE | PROSTHETICS FOR UNINSURED AMPUTEES | $5,000 |
| TOWN OF FALMOUTH | ||||||
| 59 TOWN HALL SQUARE | FALMOUTH | MA | 02540 | NONE | MUSIC AT THE TABLE | $5,000 |
| HOUSING ASSISTANCE CORPORATION | ||||||
| 255 INDEPENDENCE DR | HYANNIS | MA | 02601 | NONE | SOCIAL SERVICES ORGANIZATION | $5,000 |
| PROKIDS | ||||||
| 222 W 7TH ST | CINCINNATI | OH | 45202 | NONE | NON-PROFIT ORGANIZATION | $5,000 |
| ISLAND GROWN INITIATIVE | ||||||
| 80 STONEY HILL RD | VINEYARD HAVEN | MA | 02568 | NONE | FOOD DISTRIBUTION | $3,000 |
| FRIENDS OF MVY RADIO | ||||||
| PO BOX 1420 | WEST TISBURY | MA | 02575 | NONE | COMMUNITY SUPPORT | $10,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $407,323 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,225 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $138,497 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $243,574 | ExclusionAmt |
| Related Or Exempt Function Incm | $138,497 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $382,071 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADLER BLANCHARD | CategoryTxt |
| Amt | $2,760 | Amt |
| Net Investment Income | $2,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,760 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMN ELEC POWER CO | ||
| AUTOMATIC DATA PROC | $167,625 | $676,792 |
| CHEVRON | $222,341 | $279,686 |
| CISCO SYSTEMS | $209,737 | $390,720 |
| EMERSON ELECT CO | $200,240 | $421,982 |
| EXXON MOBIL | $258,611 | $298,184 |
| GILEAD SCIENCES INC COM | $200,112 | $272,953 |
| INTL BUSINESS MACHINES | $278,651 | $427,350 |
| JM SMUCKER CO | $200,211 | $181,698 |
| JOHNSON AND JOHNSON | $171,312 | $250,771 |
| JP MORGAN CHASE & CO | $199,879 | $492,604 |
| MICROSOFT | $125,878 | $1,379,148 |
| NOVARTIS ADR | $189,562 | $219,921 |
| PFIZER | $189,926 | $151,486 |
| PUBSVC ENTERPRISE GRP | $242,534 | $456,077 |
| ROYAL BANK CANADA | $147,149 | $288,621 |
| SANOFI ADR | ||
| TOTALENERGIES SE | $240,459 | $207,100 |
| VERIZON COM | $215,022 | $171,157 |
| 3M COMPANY | ||
| 15,420.00 SH ISHARES EDGE MSCI | $777,870 | $942,062 |
| KELLANOVA | ||
| BRISTOL-MYERS SQUIBB CO | $250,359 | $327,482 |
| CROWN CASTLE INC | $250,214 | $226,083 |
| CVS HEALTH CORP | $250,358 | $196,618 |
| DUKE ENERGY CORP NEW | $250,160 | $258,684 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $741 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $7,430 | $7,430 | $7,430 |
| FILING FEE |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $5,075 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $78,315 | Amt |
| Net Investment Income | $78,315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $78,315 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN DIVIDEND TAX | $8,125 | $8,125 | $8,125 |
| FEDERAL EXCISE TAX ON INVESTMENT |