MICHELE E DUFAULT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHELE E DUFAULT FOUNDATION (EIN 47-6323640)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202001959349102105
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T16:27:06-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476323640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELE E DUFAULT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES P O BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY B GARDINER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA DISPENSA | PreparerPersonNm |
| PTIN | P00739263 | PTIN |
| Phone | 6172277940 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.175.13.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-02 | IPDt |
| IP Tm | 17:11:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 661EE50CF345523CCE3C880C2B245BC288363F35 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,335,793 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,050 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,787 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,791 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,787 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $160,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,962 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,962 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,234 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $617 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $617 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,308 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,308 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,407 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $325 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,268 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,649 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,268 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,649 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,524 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $111,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,948 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $126,695 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $127,766 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $510,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $606,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $977,022 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $265,031 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $174,961 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $177,057 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $887,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $961,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,335,793 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $887,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $961,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $887,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $887,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $961,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $887,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $961,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $961,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SH ABBOTT LABS | P | 2015-05-20 | 2019-05-15 | $3,847 | $2,450 | $1,397 | $1,397 |
| 2 SH ALPHABET INC CL A | P | 2015-08-21 | 2019-11-13 | $2,594 | $1,320 | $1,274 | $1,274 |
| 25 SHAPPLE INC COM | P | 2019-05-15 | $4,782 | $2,741 | $2,041 | $2,041 | |
| 25 SH APPLE INC COM | P | 2016-08-17 | 2019-11-13 | $6,609 | $2,731 | $3,878 | $3,878 |
| 25 SH AUTOMATIC DATA PROCESSING | P | 2015-08-21 | 2019-05-15 | $3,980 | $2,033 | $1,947 | $1,947 |
| 124 SH CVS CORP COMMON | P | 2013-10-09 | 2019-08-14 | $7,274 | $7,137 | $137 | $137 |
| 50 SH CISCO SYS INC | P | 2013-10-09 | 2019-05-15 | $2,618 | $1,120 | $1,498 | $1,498 |
| 150 SH CISCO SYS INC | P | 2013-10-09 | 2019-08-14 | $7,579 | $3,359 | $4,220 | $4,220 |
| 50 SH FISERV INC | P | 2015-05-20 | 2019-05-15 | $4,289 | $2,034 | $2,255 | $2,255 |
| 25 SH FISERV INC | P | 2015-05-20 | 2019-08-14 | $2,563 | $1,017 | $1,546 | $1,546 |
| 50 SH FISERV INC | P | 2015-05-20 | 2019-11-13 | $5,574 | $2,034 | $3,540 | $3,540 |
| 34 SH JOHNSON & JOHNSON | P | 2016-08-17 | 2019-05-15 | $4,666 | $3,958 | $708 | $708 |
| 50 SH MASTERCARD INC CL A | P | 2015-08-21 | 2019-05-15 | $12,523 | $4,594 | $7,929 | $7,929 |
| 10 SH MASTERCARD INC CL A | P | 2015-08-21 | 2019-08-14 | $2,675 | $919 | $1,756 | $1,756 |
| 15 SH MASTERCARD INC CL A | P | 2015-08-21 | 2019-11-13 | $4,170 | $1,378 | $2,792 | $2,792 |
| 15000 MASTERCARD INC 2.00% 04/01/2019 | P | 2017-11-16 | 2019-04-01 | $15,000 | $15,000 | $0 | $0 |
| 25000 ORACLE CORP 2.25% 10/08/2019 | P | 2017-06-01 | 2019-10-08 | $25,000 | $25,000 | $0 | $0 |
| 25000 PEPSICO INC 2.25% 01/07/2019 | P | 2015-05-20 | 2019-01-07 | $25,000 | $25,000 | $0 | $0 |
| 15000 VERIZON COMMUNICATIONS 1.75% 08/15/2021 | P | 2017-11-15 | 2019-03-29 | $15,000 | $14,800 | $200 | $200 |
| 10000 VERIZON COMMUNICATIONS 1.75% 08/15/2021 | P | 2018-05-31 | 2019-03-29 | $10,000 | $9,684 | $316 | $316 |
| 41 ALCON INC | P | 2019-05-15 | $2,499 | $2,148 | $351 | $351 | |
| 9 ALCON INC | P | 2019-02-13 | 2019-05-15 | $549 | $547 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,787 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,303 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,135,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054873 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $979,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052950 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,413 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $710,434 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055477 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,471 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $490,707 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,778 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.005523 | DistributionYr5Rt |
| Total Distribution | 0.224805 | TotalDistributionRt |
| Average Distribution | 0.044961 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,280,780 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,585 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $545 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,130 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,649 | 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 | $545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $155 | OverpaymentAmt |
| Applied To ES Tax | $155 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANE DUFAULT | ||||||||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT DUFAULT | ||||||||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE DUFAULT MCCORMICK | ||||||||
| 108 USS BUCKLEY PLACE | HINGHAM | MA | 02043 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY GARDINER | ||||||||
| HEMENWAY BARNES 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $7,962 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,194,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,300,284 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,300,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,280,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $545 | TotalTaxAmt |
| Distributable Before Adj | $63,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,494 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,649 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,649 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $545 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,104 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,049 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,118 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,649 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,155 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,600 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,575 | ExcessFromYear4Amt |
| Excess From Year3 | $4,049 | ExcessFromYear3Amt |
| Excess From Year2 | $3,118 | ExcessFromYear2Amt |
| Excess From Year1 | $6,703 | ExcessFromYear1Amt |
| Excess From Current Year | $15,155 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE DUFAULT | ContributingManagerNm |
| Contributing Manager | ROBERT DUFAULT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATLANTIC WHITE SHARK CONSERVANCY | ||||||
| PO BOX 66 | CHATHAM | MA | 02633 | PC | GILLS CLUB PROGRAM | $5,000 |
| BACK ON MY FEET | ||||||
| 100 SOUTH BROAD STREET SUITE 2136 | PHILADELPHIA | PA | 19110 | PC | GENERAL OPERATING SUPPORT | $3,000 |
| GIRL SCOUTS OF EASTERN MASSACHUSETTS | ||||||
| 420 BOYLSTON STREET SUITE 505 | BOSTON | MA | 02116 | PC | STEM PROGRAMMING | $5,000 |
| GIRLS INC OF GREATER LOWELL | ||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | PC | OPERATION SMART | $5,000 |
| LABORATORY SAFETY INSTITUTE | ||||||
| 192 WORCESTER ROAD | NATICK | MA | 01760 | PC | LAB SAFETY EDUCATION SCHOLARSHIPS | $5,000 |
| NOBLE AND GREENOUGH SCHOOL | ||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | PC | MICHELE DUFAULT EXCEL ENDOWMENT FUND | $7,500 |
| NORTH AND SOUTH RIVERS WATERSHED ASSOCIATION | ||||||
| PO BOX 43 | NORWELL | MA | 02061 | PC | ESTUARY EXPLORERS PROGRAM | $5,000 |
| SCITUATE STEAM COLLABORATIVE | ||||||
| PO BOX 314 | NORTH SCITUATE | MA | 02060 | PC | FOR AFTER-SCHOOL WORKSHOPS/TO FUND SCIENCE OR TECHNOLOGY PROJECTS FOR THE SCITUATE SCIENCE SPECTACULAR | $1,000 |
| SUMMER STARS CAMP FOR THE PERFORMING ARTS INC | ||||||
| 132 HIGH STREET | NORWELL | MA | 02061 | PC | SUMMER STARS PROGRAM. | $10,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||
| 266 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | PC | SUMMER INTERNSHIP | $13,500 |
| BRIGHAM & WOMENS HOSPITAL INC | ||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | PC | SUPPORT OF PROGRAMS TO BRING SCIENCE TO CLASSROOOMS | $5,000 |
| SCIENCE CLUB FOR GIRLS INC | ||||||
| 36 MAGAZINE STREET | CAMBRIDGE | MA | 02139 | PC | MIDDLE SCHOOL CLASS SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,787 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,792 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,792 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT AND DIANE DUFAULT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 OCEAN AVENUE | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP - TAX PREPARATION | CategoryTxt |
| Amt | $1,234 | Amt |
| Net Investment Income | $617 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $617 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 APPLE INC 2.85% 05/06/2021 | $25,330 | $25,386 |
| 25,000 COMCAST CORP 3.125% 07/15/22 | $24,738 | $25,785 |
| 25,000 HOME DEPOT INC 2.625% 06/01/2022 | $24,733 | $25,508 |
| 25,000 INTEL CORP 2.45% 07/29/2020 | $25,171 | $25,095 |
| 25,000 MCDONALDS CORP 2.20% 05/26/2020 | $25,038 | $25,018 |
| 25,000 VISA INC 2.20% 12/14/2020 | $24,813 | $25,100 |
| 25,000 WALT DISNEY COMPANY/THE 2.30% 02/12/2021 | $25,138 | $25,165 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150 3M CO COM | $24,924 | $26,463 |
| 450 ABBOTT LABORATORIES | $20,593 | $39,087 |
| 30 ALPHABET INC CL A | $17,333 | $40,182 |
| 10 AMAZON.COM INC | $16,307 | $18,478 |
| 250 ANALOG DEVICES INC | $18,706 | $29,710 |
| 150 APPLE INC COM | $11,861 | $44,048 |
| 250 APTARGROUP INC | $17,458 | $28,905 |
| 225 AUTOMATIC DATA PROCESSING INC | $15,297 | $38,363 |
| 75 BECTON DICKINSON & CO | $17,458 | $20,398 |
| 300 CHEVRON CORP | $35,807 | $36,153 |
| 600 CISCO SYSTEMS INC | $13,434 | $28,776 |
| 250 DANAHER CORP | $20,223 | $38,370 |
| 300 EOG RESOURCES INC | $28,118 | $25,128 |
| 325 FISERV INC | $8,373 | $37,580 |
| 100 HOME DEPOT INC | $15,553 | $21,838 |
| 100 ILLUMINA INC | $18,986 | $33,174 |
| 100 IPG PHOTONICS CORP COM | $5,598 | $14,492 |
| 200 JOHNSON & JOHNSON | $20,105 | $29,174 |
| 150 MASTERCARD INC CL A | $9,384 | $44,789 |
| 100 MICROSOFT CORP | $13,432 | $15,770 |
| 175 PAYPAL HOLDINGS INC | $15,603 | $18,930 |
| 250 PROCTER & GAMBLE CO | $20,174 | $31,225 |
| 175 ROCKWELL AUTOMATION INC | $22,713 | $35,467 |
| 225 THE WALT DISNEY CO | $26,155 | $32,542 |
| 250 UNITED TECHNOLOGIES CORP | $28,220 | $37,440 |
| 200 XILINX INC | $10,201 | $19,554 |
| 450 XYLEM INC | $15,706 | $35,456 |
| 300 CANADIAN NATL RY CO COM | $20,002 | $27,135 |
| 200 CHUBB LIMITED | $24,657 | $31,132 |
| 400 NOVOZYMES A/S B SHARES | $15,747 | $19,521 |
| 275 NESTLE NAM SPON ADR | $21,751 | $29,772 |
| 250 NOVARTIS AG SPON ADR | $17,010 | $23,673 |
| 425 UNILEVER PLC ADR AMER SHS SPON | $19,394 | $24,297 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $126,695 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $127,766 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $70 | $0 | $70 |
| ADR FEES | $18 | $18 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP - INVESTMENT MGMT | CategoryTxt |
| Amt | $5,308 | Amt |
| Net Investment Income | $5,308 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT DUFAULT | |||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 |
| DIANE DUFAULT | |||
| 22 OCEAN AVENUE | SCITUATE | MA | 02066 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $325 | $325 | $0 |
| EXCISE TAX | $1,082 | $0 | $0 |