EDGERLEY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EDGERLEY FAMILY FOUNDATION (EIN 20-1867709)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349101243
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T09:40:15-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMW & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 Glenwood Suite 100 | AddressLine1Txt |
| City | Overland Park | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | 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 | 201867709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Edgerley Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL EDGERLEY | InCareOfNm |
| Business Name Control | EDGE | BusinessNameControlTxt |
| Phone | 6175162222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 INDIAN CREEK PKWY BLDG 40 Sui | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL EDGERLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175162222 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anne Walker | PreparerPersonNm |
| PTIN | P00377634 | PTIN |
| Phone | 9134994920 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.87.172.141 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 48083720203185000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D1488BE6E6A9F98E718420C37AF8AC3F6364710F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9DC7849E43928F1C17CEBD0A5D9C32EED961DFC2 | 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 | $139,914,655 | 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 | $13,618,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $303,697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $565,948 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $745,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $787,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,494,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,486,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,726,140 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $271,507 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,161,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,351,592 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $273,967 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $273,967 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $128 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $327,824 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,031 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,680 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,748,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,680 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $312,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,352,823 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,680 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,968,638 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,968,638 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,281,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,352,823 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,986,318 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,880,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,998,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,639,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,387,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,387,483 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $70,656,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,270,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,270,691 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,125,199 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,285,253 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,285,253 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $30,173,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,971,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,971,228 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $123,594,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,914,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,914,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $123,594,599 | RetainedEarningBOYAmt |
| Retained Earning EOY | $139,914,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,594,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,914,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,594,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,914,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,594,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,880,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,164,978 | OtherIncreasesAmt |
| Subtotal | $145,640,088 | SubtotalAmt |
| Other Decreases | $5,725,433 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,914,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|
| GS #351-4 ST | $7,464,676 | $7,289,114 | $175,562 | $175,562 | |
| GS #127-8 ST | $4,179,286 | $4,112,300 | $66,986 | $66,986 | |
| GS #828-2 ST | $8,815,641 | $8,995,261 | -$179,620 | -$179,620 | |
| GS #350-6 LT | $7,134,376 | $3,944,541 | $3,189,835 | $3,189,835 | |
| GS #351-4 LT | $23,960,301 | $20,480,939 | $3,479,362 | $3,479,362 | |
| GS #127-8 LT | $3,965,385 | $3,952,597 | $12,788 | $12,788 | |
| GS #828-2 LT | $14,411,280 | $14,460,390 | -$49,110 | -$49,110 | |
| 6,201 SHS IQVIA | $873,101 | $85,326 | $787,775 | $787,775 | 2019-03-05 |
| ORDINARY GAINS | $449,910 | $439,439 | $10,471 | $10,471 | 2019-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,726,140 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,197,074 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $132,170,458 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.175509 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,940,949 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $111,299,943 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.170179 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,835,101 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $82,201,200 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.168308 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,845,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $90,693,847 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.11958 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,988,661 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $69,298,494 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.201861 | DistributionYr5Rt |
| Total Distribution | 0.835437 | TotalDistributionRt |
| Average Distribution | 0.167087 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $122,957,198 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,544,549 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $69,988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,614,537 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,003,998 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139,975 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $139,975 | SubtotalAmt |
| Tax Based On Investment Income | $139,975 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $198,144 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $198,144 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $58,169 | OverpaymentAmt |
| Applied To ES Tax | $58,169 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL EDGERLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175162222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 HYSLOP ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL EDGERLEY | ||||||||
| 119 HYSLOP ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| SANDRA EDGERLEY | ||||||||
| 119 HYSLOP ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $97,651,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,716,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,462,058 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,829,643 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,829,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,872,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,957,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,147,860 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,147,860 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139,975 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139,975 | TotalTaxAmt |
| Distributable Before Adj | $6,007,885 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,007,885 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,007,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,986,318 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $17,680 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $16,003,998 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $16,003,998 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,007,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,103,348 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,811,992 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,844,888 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,993,605 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,795,608 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,549,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,003,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,007,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,996,113 | RemainingDistriFromCorpusAmt |
| Total Corpus | $68,545,554 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,103,348 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $57,442,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,811,992 | ExcessFromYear4Amt |
| Excess From Year3 | $9,844,888 | ExcessFromYear3Amt |
| Excess From Year2 | $13,993,605 | ExcessFromYear2Amt |
| Excess From Year1 | $16,795,608 | ExcessFromYear1Amt |
| Excess From Current Year | $9,996,113 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL B EDGERLEY | ContributingManagerNm |
| Contributing Manager | SANDRA M EDGERLEY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH STREET 3RD FL | BOSTON | MA | 02110 | NONE | PC | SUPPORT-GENERAL FUND | $27,000 |
| ATTLEBORO ARTS MUSEUM | |||||||
| 86 PARK STREET | ATTLEBORO | MA | 02703 | NONE | PC | SUPPORT-GENERAL FUND | $5,000 |
| CARL'S CAUSE INC | |||||||
| 10520 BARTON ST | OVERLAND PARK | KS | 66214 | NONE | PC | SUPPORT-GENERAL FUND | $10,000 |
| KANSAS STATE UNIVERSITY FOUNDATION | |||||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | NONE | PC | RENOVATE AND UPDATE KANSAS STATE UNIVERSITY SCHOOL OF BUSINESS. | $9,943,263 |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | SUPPORT-GENERAL FUND | $200,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PC | SUPPORT-GENERAL FUND | $4,775,300 |
| VITAL VOICES GLOBAL PARTNERSHIP INC | |||||||
| 1625 MASSACHUSETTS AVE NW STE 300 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT-GENERAL FUND | $1,500 |
| ASPEN ART MUSEUM | |||||||
| 637 EAST HYMAN AVENUE | ASPEN | CO | 81611 | NONE | PC | SUPPORT-GENERAL FUND | $162,500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100N | BETHESDA | MD | 20814 | NONE | PC | SUPPORT-GENERAL FUND | $10,000 |
| BOSTON FIREMAN'S RELIEF FUND | |||||||
| 115 SOUTHAMPTON ST | ROXBURY | MA | 02118 | NONE | SUPPORT-GENERAL FUND | $5,000 | |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | SUPPORT-GENERAL FUND | $234,500 |
| STRATEGIC GRANT PARTNERS | |||||||
| 177 HUNTINGTON AVE STE 1500 | BOSTON | MA | 02115 | NONE | PC | SUPPORT-GENERAL FUND | $448,075 |
| THE RED SOX FOUNDATION INC | |||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | NONE | PC | SUPPORT-GENERAL FUND | $35,000 |
| NEW ART CENTER IN NEWTON INC | |||||||
| 61 WASHINGTON PARK | NEWTONVILLE | MA | 02460 | NONE | PC | SUPPORT-GENERAL FUND | $3,000 |
| NEWTON ART ASSOCIATION INC | |||||||
| 225 CYPRESS ST | NEWTON CENTER | MA | 02459 | NONE | PC | SUPPORT-GENERAL FUND | $6,500 |
| ST SAVA CHURCH-SERBIAN ORTHODOX CHURCH | |||||||
| 41 ALEWIFE BROOK PKWY | CAMBRIDGE | MA | 02140 | NONE | PC | SUPPORT-GENERAL FUND | $30,000 |
| THE ASPEN INSTITUTE | |||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | NONE | PC | SUPPORT-GENERAL FUND | $36,000 |
| CHURCH OF ST IGNATIUS LOYOLA | |||||||
| 980 PARK AVE | NEW YORK | NY | 10028 | NONE | PC | SUPPORT-GENERAL FUND | $1,000 |
| EPSILON SIGMA PHI CHAPTER | |||||||
| 1714 FAIRMOUNT ST | WICHITA | KS | 67208 | NONE | PC | SUPPORT-GENERAL FUND | $3,000 |
| DELTA UPSILON INTERNATIONAL FOUNDATION | |||||||
| 8705 FOUNDERS ROAD | INDIANAPOLIS | IN | 46268 | NONE | PC | SUPPORT-GENERAL FUND | $2,000 |
| NEW ENGLAND PATRIOTS CHARITABLE FOUNDATION | |||||||
| ONE PATRIOT PLACE | FOXBORO | MA | 02035 | NONE | PC | SUPPORT-GENERAL FUND | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,968,638 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| KANSAS STATE UNIVERSITY | ||||||||
| 2019 BUSINESS BUILDING | 1301 LOVERS LANE | MANHATTAN | KS | 66506 | None | PC | RENOVATE AND UPDATE KANSAS STATE UNIVERSITY SCHOOL OF BUSINESS. | $12,000,000 |
| HARVARD UNIVERSITY | ||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | None | PC | SUPPORT-GENERAL FUND | $4,750,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,750,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,697 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $745,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,494,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,543,424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,543,424 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PAUL AND SANDRA EDGERLEY | ||||||
| 1 | 119 HYSLOP ROAD | BROOKLINE | MA | 02445 | $12,054,632 | Yes (X) |
| PAUL AND SANDRA EDGERLEY | ||||||
| 2 | 119 HYSLOP ROAD | BROOKLINE | MA | 02445 | $873,101 | Yes (X) |
| PAUL AND SANDRA EDGERLEY | ||||||
| 3 | 119 HYSLOP ROAD | BROOKLINE | MA | 02445 | $690,767 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS SECURITIES AS DESCRIBED IN ATTACHED STATEMENT | $12,054,632 | 2019-12-26 |
| 2 | 6,201 SHARES IQV | $873,101 | 2019-03-05 |
| 3 | 4,404 SHARES IQV | $690,767 | 2019-08-13 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS - SEE STMT D | BondNm |
| EOY Book Value | $19,285,253 | EOYBookValueAmt |
| EOYFMV | $19,285,253 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS - SEE STMT C | StockNm |
| EOY Book Value | $63,270,691 | EOYBookValueAmt |
| EOYFMV | $63,270,691 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HFS: WNTN DEDICATED INVESTOR | AT COST | $911,052 | $911,052 |
| BAIN CAPITAL P'SHIP STRAT | AT COST | $1,450,533 | $1,450,533 |
| B CAPITAL FUND LP | AT COST | $2,697,128 | $2,697,128 |
| CLARENDON INVESTMENT PTNRS II | AT COST | $1,385,925 | $1,385,925 |
| EDGERLEY FAM FDN PE FUND | AT COST | $20,827,862 | $20,827,862 |
| ASTURIAS FUND LP | AT COST | $2,698,290 | $2,698,290 |
| CEH FEEDER I LP | AT COST | $1,694,194 | $1,694,194 |
| HIGHLAND ENTREPRENEURS FUND 10 | AT COST | $261,552 | $261,552 |
| PARQUET CAPITAL I, LP | AT COST | $912,638 | $912,638 |
| AP CAYMAN PARTNERS III, LP | AT COST | $1,434,926 | $1,434,926 |
| ASIA CAPITAL RE PARTNERS III | AT COST | $956,351 | $956,351 |
| BAIN CAPITAL FUND XII | AT COST | $4,741,925 | $4,741,925 |
| ADVENT INTL GPE VIII-B-3 LP | AT COST | $4,131,793 | $4,131,793 |
| BAIN CAPITAL LIFE SCIENCES FD | AT COST | $1,988,014 | $1,988,014 |
| LONGFORD CAPITAL FUND II | AT COST | $336,712 | $336,712 |
| RIP ROAD US FUND | AT COST | $1,116,536 | $1,116,536 |
| BAIN CAPITAL LIFE SCIENCES AIV | AT COST | $0 | $0 |
| BCV 2019-MD PRIMARY | AT COST | $455,896 | $455,896 |
| CHP GTS AIV A | AT COST | $181,590 | $181,590 |
| CHP GTS AIV B | AT COST | $42,184 | $42,184 |
| COVE HILL PARTNERS FEEDER FUND | AT COST | $1,274,557 | $1,274,557 |
| SOLAMERE CAPITAL FUND III | AT COST | $702,635 | $702,635 |
| BAIN CAPITAL EUROPE FUND V, SC | AT COST | $50,220 | $50,220 |
| PACIFIC LAKE PARTNERS LT HOLD | AT COST | $30,793 | $30,793 |
| FLYBRIDGE CAPITAL PARTNERS V | AT COST | $486,285 | $486,285 |
| TECA PARTNERS DOMESTIC | AT COST | $1,201,637 | $1,201,637 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED G/L ON CONTRIBUTED SECURITIES | Desc |
| Amt | $5,725,433 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER CHARITABLE ACTIVITIES | $17,680 | $0 | $17,680 |
| FROM PARTNERSHIPS | $0 | $2,748,001 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PARTNERSHIPS | Desc |
| Net Investment Income | $271,507 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PASSTHROUGH ENTITY DIFFERENCES | $269,051 |
| UNREALIZED GAIN ON SECURITIES | $15,895,927 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $273,967 | Amt |
| Net Investment Income | $273,967 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL AND SANDRA EDGERLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 HYSLOP ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES FROM PARTNERSHIP | $0 | $2,031 |
| MASS. FORM PC FILING FEE | $1,000 | $1,000 |
| FEDERAL EXCISE TAXES | $20,000 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edgerley Family Foundation PE Fund LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o GSAM Tax Dept 30 Hudson St 15t | AddressLine1Txt |
| City | Jersey City | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474069405 | EIN |
| Desc | CAPITAL CONTRIBUTION | Desc |
| Amt | $10,072,353 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,072,353 | TotalAmt |