ILENE BEAL CHARITABLE FDN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ILENE BEAL CHARITABLE FDN (EIN 47-7387821)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202041979349100804
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T07:26:01-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042759781 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALDRON H RAND & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 WASHINGTON STREET SUITE 200 | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | 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 | 477387821 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ILENE BEAL CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ILEN | BusinessNameControlTxt |
| Phone | 6177332020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 N MAIN STREET 8 | AddressLine1Txt |
| City | WAYLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01778 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J BRIAN POTTS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174825270 | PhoneNum |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN DLUGASCH | PreparerPersonNm |
| PTIN | P01394490 | PTIN |
| Phone | 7814495825 | PhoneNum |
| Preparation | 2020-06-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.234.182.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-02 | IPDt |
| IP Tm | 12:53:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 65241DA775D0625522725A4558C6D74709972C8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A182114DCD369252133B5156D02315B5481C6F76 | 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 | $16,360,578 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $326,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,451,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,226 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $469,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $469,041 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $134,370 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,238 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,730 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,730 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $177 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $223 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $879,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $879,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,040,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $879,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$571,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $453,673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $930,826 | CashBOYAmt |
| Cash EOY | $1,586,619 | CashEOYAmt |
| Cash EOYFMV | $1,586,619 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $808,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $314,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $314,715 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,460,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,143,246 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,190,699 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,879,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,615,637 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,268,545 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,079,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,660,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,360,578 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,117,034 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,117,034 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,962,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,543,183 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,079,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,660,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,079,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,660,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,079,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$571,172 | ExcessRevenueOverExpensesAmt |
| Other Increases | $152,005 | OtherIncreasesAmt |
| Subtotal | $11,660,217 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,660,217 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRANKLIN INT'L SMALL CAP GROWTH.ADV | P | 2018-01-01 | 2019-03-18 | $44,912 | $51,090 | -$6,178 | -$6,178 |
| JOHCM INTERNATIONAL SELECT I | P | 2018-01-01 | 2019-03-18 | $343,506 | $315,683 | $27,823 | $27,823 |
| WCM FOCUSED INTL GROWTH INSTL | P | 2018-01-01 | 2019-03-18 | $313,997 | $292,184 | $21,813 | $21,813 |
| REGENCY CENTERS CORPORATION | P | 2003-12-31 | 2019-03-18 | $32,177 | $18,438 | $13,739 | $13,739 |
| WEYERHAEUSER CO COM | P | 2003-12-31 | 2019-03-18 | $30,691 | $36,721 | -$6,030 | -$6,030 |
| EOG RESOURCES INC | P | 2019-07-31 | 2019-12-31 | $518 | $575 | -$57 | -$57 |
| APPLE INC | P | 2015-08-05 | 2019-09-09 | $2,140 | $1,158 | $982 | $982 |
| EOG RESOURCES INC | P | 2015-08-13 | 2019-12-13 | $154,715 | $162,030 | -$7,315 | -$7,315 |
| ISHS INTRM GOV ETF | P | 2016-12-08 | 2019-09-09 | $8,726 | $8,471 | $255 | $255 |
| TEJON RANCH CO | P | 2016-03-07 | 2019-09-09 | $49,761 | $59,100 | -$9,339 | -$9,339 |
| VNGRD UTIL IDX ADML | P | 2016-06-15 | 2019-12-31 | $100,000 | $80,020 | $19,980 | $19,980 |
| VNGRD 500 IDX ADML | P | 2015-12-10 | 2019-12-13 | $300,000 | $194,853 | $105,147 | $105,147 |
| EXXON MOBIL CORP | P | 2015-08-01 | 2019-12-13 | $70,314 | $89,325 | -$19,011 | -$19,011 |
| CAPITAL GAINS DIVIDENDS | P | $417 | $417 | $417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,226 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $544,431 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,921,631 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036486 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $573,111 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,339,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042963 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $249,167 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,881,513 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $220,056 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015223 | DistributionYr4Rt |
| Total Distribution | 0.130880 | TotalDistributionRt |
| Average Distribution | 0.032720 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,517,320 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $507,727 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,537 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $512,264 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $879,000 | 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 | $4,537 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,537 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $985 | OverpaymentAmt |
| Applied To ES Tax | $985 | 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 | J BRIAN POTTS | IndividualWithBooksNm |
| Phone | 6177332020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 N MAIN STREET 8 | AddressLine1Txt |
| City | WAYLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01778 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| J BRIAN POTTS | ||||||||
| 25 N MAIN STREET 8 | WAYLAND | MA | 01778 | TRUSTEE | 4.00 | $28,000 | $0 | $0 |
| NOLLY E CORLEY | ||||||||
| 25 N MAIN STREET 8 | WAYLAND | MA | 01778 | TRUSTEE | 4.00 | $28,000 | $0 | $0 |
| JOSEPH ERDMAN | ||||||||
| 25 N MAIN STREET 8 | WAYLAND | MA | 01778 | TRUSTEE | 4.00 | $21,000 | $0 | $0 |
| KATHLEEN M MCCARTHY | ||||||||
| 25 N MAIN STREET 8 | WAYLAND | MA | 01778 | TRUSTEE | 4.00 | $28,000 | $0 | $0 |
| DAVID VAUGHN | ||||||||
| 25 N MAIN STREET 8 | WAYLAND | MA | 01778 | TRUSTEE | 4.00 | $28,000 | $0 | $0 |
| GINA REGINA | ||||||||
| 25 N MAIN STREET 8 | WAYLAND | MA | 01778 | TRUSTEE | 4.00 | $1,370 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT AND ASSET MANAGEMENT | ServiceTypeTxt |
| Compensation | $9,730 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13,607,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,146,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,753,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,753,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $236,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,517,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $775,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $775,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,537 | TotalTaxAmt |
| Distributable Before Adj | $771,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $771,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $771,329 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $879,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $879,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,537 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $874,463 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $771,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $375,113 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $879,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $375,113 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $503,887 | 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 | $267,442 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DANA FARBER | ||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | SUPPORT FOR CANCER PATIENTS AND THEIR FAMILIES | $350,000 |
| ELLIE FUND FOR BREAST CANCER | ||||||
| 200 RESERVOIR STREET | NEEDHAM | MA | 02494 | PC | SUPPORT FOR CANCER PATIENTS AND THEIR FAMILIES | $203,000 |
| METRO WEST LEGAL SERVICES | ||||||
| 63 FOUNTAIN ST STE 304 | FRAMINGHAM | MA | 01702 | PC | FOR ITS LEGAL MEDICAL PARTNERSHIP | $16,000 |
| NEWTON WELLESLEY HOSPITAL | ||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | PC | FOR ADDITION TO THE ILENE BEAL ENDOWED CHIEF OF HEMATOLOGY/ONCOLOGY | $50,000 |
| MASS GENERAL HOSPITAL | ||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PC | SUPPORT FOR CANCER PATIENTS AND THEIR FAMILIES | $30,000 |
| SHELTER MUSIC BOSTON | ||||||
| 1337 MASSACHUSETTS AVE 116 | ARLINGTON | MA | 02476 | PC | PURPOSE DESIGNATED BY THE RECIPIENT | $50,000 |
| THE BASE | ||||||
| 11 WALNUT PARK | ROXBURY | MA | 02199 | PC | PURPOSE DESIGNATED BY THE RECIPIENT | $50,000 |
| THE COURAGEOUS PARENTS NETWORK | ||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | PC | PURPOSE DESIGNATED BY THE RECIPIENT | $55,000 |
| WILY GROUP | ||||||
| 1920 CENTRE STREET SUITE 1 | WEST ROXBURY | MA | 02132 | PC | PURPOSE DESIGNATED BY THE RECIPIENT | $50,000 |
| HALE RESERVATION | ||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | PC | PURPOSE DESIGNATED BY THE RECIPIENT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $879,000 | 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 | $326,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,226 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $469,041 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $469,041 | 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 PREPARATION FEES | CategoryTxt |
| Amt | $5,238 | Amt |
| Net Investment Income | $5,238 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $4,143,246 | EOYBookValueAmt |
| EOYFMV | $7,190,699 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $1,629,987 | $1,908,124 |
| EXCHANGE-TRADED FUNDS | AT COST | $3,722,650 | $4,942,421 |
| PRIVATE EQUITY | AT COST | $263,000 | $418,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $223 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT TO COST | Desc |
| Amt | $152,005 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $9,730 | Amt |
| Net Investment Income | $9,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MA FILING FEES | $250 | $0 | $0 | $0 |
| FEDERAL TAXES | $11,225 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $177 | $177 | $0 | $0 |