WANG FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: WANG FOUNDATION (EIN 22-2858458)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-03
IRS object ID: 201901239349102815
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-03T14:32:41-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	041378465	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GOODWIN PROCTER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 NORTHERN AVENUE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	222858458	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE WANG FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O MARY KATHLEEN O'CONNELL TRUSTEE	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	WANG	BusinessNameControlTxt
Phone	6175701391	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	GOODWIN PROCTER 100 NORTHERN AVENUE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARY-KATHLEEN O'CONNELL	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6175701391	PhoneNum
Signature	2019-05-03	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DEBORA L POWELL	PreparerPersonNm
PTIN	P00710567	PTIN
Phone	6175701133	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	12.130.14.76	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-03	IPDt
IP Tm	15:31:09	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	8E28A0763DEEBB586481A8A1520E26854ACCDC6B	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8E28A0763DEEBB586481A8A1520E26854ACCDC6B	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,769,863	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$105	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$105	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$77,062	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$77,062	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$261,833	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,019,356	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$261,833	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$339,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$339,000	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$47,591	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$23,795	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$23,795	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$30,000	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$30,000	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,546	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,546	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$3,353	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,353	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$82,490	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$58,694	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$23,795	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$402,450	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$402,450	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$484,940	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$58,694	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$426,245	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$145,940	ExcessRevenueOverExpensesAmt
Net Investment Income	$280,306	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$63,378	CashBOYAmt
Cash EOY	$51,047	CashEOYAmt
Cash EOYFMV	$51,047	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$62,267	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$7,344	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$7,344	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$720,221	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$832,512	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$831,445	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$1,120,958	CorporateStockBOYAmt
Corporate Stock EOY	$952,013	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,841,927	CorporateStockEOYFMVAmt
Other Investments BOY	$45,000	OtherInvestmentsBOYAmt
Other Investments EOY	$45,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$38,100	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,011,824	TotalAssetsBOYAmt
Total Assets EOY	$1,887,916	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,769,863	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$2,011,824	CapitalStockBOYAmt
Capital Stock EOY	$1,887,916	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,011,824	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,887,916	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,011,824	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,887,916	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,011,824	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$145,940	ExcessRevenueOverExpensesAmt
Other Increases	$22,032	OtherIncreasesAmt
Subtotal	$1,887,916	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,887,916	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 SHS AUTOMATIC DATA PROCESSING INC	P	1998-12-31	2018-08-20	$28,474	$3,686	$24,788	$24,788
700 SHS CISCO SYSTEMS INC	P	1999-07-02	2018-08-20	$32,130	$21,640	$10,490	$10,490
700 SHS CISCO SYSTEMS INC	P	1999-07-02	2018-11-30	$32,998	$21,640	$11,358	$11,358
300 SHS COCA COLA CO	P	2003-02-18	2018-08-20	$13,998	$6,198	$7,800	$7,800
300 SHS COCA COLA CO	P	2003-02-18	2018-11-30	$14,731	$6,198	$8,533	$8,533
800 SHS EMERSON ELEC CO	P	2001-08-16	2018-11-30	$53,308	$22,316	$30,992	$30,992
400 SHS EXXONMOBIL CORP	P	1998-05-11	2018-11-30	$31,481	$9,984	$21,497	$21,497
600 SHS INTEL CORP	P	2001-08-16	2018-08-20	$27,786	$17,916	$9,870	$9,870
600 SHS INTEL CORP	P	1999-07-02	2018-11-30	$28,800	$17,503	$11,297	$11,297
300 SHS JOHNSON & JOHNSON	P	1998-12-31	2018-08-20	$41,081	$7,655	$33,426	$33,426
100 SHS JOHNSON & JOHNSON	P	1998-12-31	2018-11-30	$14,551	$2,552	$11,999	$11,999
500 SHS MERCK & CO	P		2018-08-20	$34,927	$20,684	$14,243	$14,243
300 SHS MERCK & CO	P	1998-12-31	2018-11-30	$23,538	$11,555	$11,983	$11,983
200 SHS NOVARTIS AG SPONS ADR	P	2006-08-08	2018-11-30	$18,274	$11,068	$7,206	$7,206
200 SHS PEPSICO INC	P	2008-04-14	2018-11-30	$23,806	$14,257	$9,549	$9,549
400 SHS PRAXAIR INC	P	2006-08-08	2018-08-20	$63,107	$21,937	$41,170	$41,170
300 SHS PROCTER & GAMBLE	P	1998-12-31	2018-11-30	$27,897	$7,939	$19,958	$19,958
500 SHS SCHLUMBERGER LTD	P	2014-02-11	2018-11-30	$22,452	$45,020	-$22,568	-$22,568
116405 US TREAS TIPS 1.375% 07/15/18	P	2009-12-30	2018-07-15	$116,405	$117,580	-$1,175	-$1,175
200000 US TREAS NTS 1.750% 10/31/18	P	2017-08-31	2018-10-31	$200,000	$200,000	$0	$0
100000 US TREAS NTS 1.375% 02/28/19	P	2016-08-15	2018-11-21	$99,687	$100,172	-$485	-$485
20000 US TREAS NTS 1.375% 02/28/19	P	2016-08-15	2018-12-21	$19,925	$20,023	-$98	-$98
50000 US TREAS NTS 1.375% 06/30/18	P	2016-01-29	2018-06-30	$50,000	$50,000	$0	$0

Field	Value	IRS element (for citing)
Capital Gain Net Income	$261,833	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$377,509	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$3,276,312	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.115224	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$367,324	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$3,463,439	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.106058	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$440,360	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$3,757,070	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.117208	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$526,862	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,177,289	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.126125	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$635,320	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$4,323,962	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.146930	DistributionYr5Rt
Total Distribution	0.611545	TotalDistributionRt
Average Distribution	0.122309	AverageDistributionRt
Net Vl Noncharitable Assets	$3,060,974	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$374,385	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,803	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$377,188	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$426,245	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$2,803	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,803	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,803	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,805	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,805	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$998	TaxDueAmt

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	MARY-KATHLEEN O'CONNELL ESQ	IndividualWithBooksNm
Phone	6175701391	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	GOODWIN PROCTER LLP 100 NORTHERN	AddressLine1Txt
Address Line2	AVENUE	AddressLine2Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	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	Address Line2USAddress/AddressLine2Txt
FREDERICK A WANG
118 HUNTINGTON AVENUE APT601	BOSTON	MA	02116	TRUSTEE	4.00	$20,000	$0	$0
COURTNEY S WANG
14114 DALLAS PARKWAY SUITE 300	DALLAS	TX	75240	TRUSTEE	0.50	$2,000	$0	$0
MARY KATHLEEN O'CONNELLESQ
GOODWIN PROCTER LLP 100 NORTHERN	BOSTON	MA	02210	TRUSTEE	2.00	$47,591	$0	$0	AVE
GOODWIN PROCTER LLP
100 NORTHERN AVENUE	BOSTON	MA	02210	LEGAL FEE	0.50	$30,000	$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	$2,972,467	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$135,121	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,107,588	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,107,588	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$46,614	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,060,974	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$153,049	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$153,049	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,803	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,803	TotalTaxAmt
Distributable Before Adj	$150,246	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$150,246	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$150,246	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$426,245	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$426,245	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$2,803	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$423,442	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$150,246	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$430,434	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$323,275	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$256,566	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$197,714	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$215,488	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,423,477	TotalExcessDistributionCyovAmt
Qualifying Distributions	$426,245	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$150,246	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$275,999	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,699,476	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	$430,434	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,269,042	ExcessDistriCyovToNextYrAmt
Excess From Year4	$323,275	ExcessFromYear4Amt
Excess From Year3	$256,566	ExcessFromYear3Amt
Excess From Year2	$197,714	ExcessFromYear2Amt
Excess From Year1	$215,488	ExcessFromYear1Amt
Excess From Current Year	$275,999	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	OPEN NOTES PROJECT	$20,000
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	CURRENT YEAR PROGRAMS	$10,000
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	ANNUAL FUND	$25,000
BIRCHES SCHOOL
PO BOX 237	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	CURRENT YEAR SUPPORT	$5,000
BIRCHES SCHOOL
PO BOX 237	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	CURRENT YEAR PROGRAMS	$10,000
BOCH CENTER
270 TREMONT STREET	BOSTON	MA	02116	NONE	PUBLIC CHARITY	CURRENT YEAR SUPPORT	$60,000
BOSTON CHINATOWN NEIGHBORHOOD CENTER
38 ASH STREET	BOSTON	MA	02111	NONE	PUBLIC CHARITY	CURRENT YEAR PROGRAMS	$25,000
BROWN UNIVERSITY - SCHOOL OF PUBLIC HEALTH ANNUAL FUND
71 GEORGE ST	PROVIDENCE	RI	02912	NONE	PUBLIC CHARITY	SCHOOL OF PUBLIC HEALTH ANNUAL FUND	$1,000
BROWN UNIVERSITY-ANNUAL FUND
71 GEORGE ST	PROVIDENCE	RI	02912	NONE	PUBLIC CHARITY	ANNUAL FUND APPEAL & ALUMNI MAGAZINE	$1,000
BROWN UNIVERSITY-FA WANG SCHOLARSHIP FUND
71 GEORGE ST	PROVIDENCE	RI	02912	NONE	PUBLIC CHARITY	STUDENT SCHOLARSHIPS	$10,000
CHILDRENS HOSPITAL - BOSTON
300 LONGWOOD AVENUE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	CURRENT YEAR SUPPORT	$1,000
COLORADO COLLEGE
14 E CACHE LA POUDRE	COLORADO SPRINGS	CO	80903	NONE	PUBLIC CHARITY	CURRENT YEAR PROGRAMS	$1,000
ENVIRONMENTAL LEAGUE OF MASSACHUSETTS
14 BEACON ST SUITE 714	BOSTON	MA	02108	NONE	PUBLIC CHARITY	CURRENT YEAR EXPENSES	$1,500
GIVE THE KIDS THE WORLD FOUNDATION
210 SOUTH BASS ROAD	KISSIMMEE	FL	34746	NONE	PUBLIC CHARITY	CURRENT YEAR PROGRAMS	$1,000
GOOD SHEPHARD COMMUNITY CARE
90 WELLS AVENUE	NEWTON	MA	02459	NONE	PUBLIC CHARITY	CURRENT YEAR PROGRAMS	$250
HIGH MOUNTAIN INSTITUTE
PO BOX 970	LEADVILLE	CO	80461	NONE	PUBLIC CHARITY	CURRENT YEAR EXPENSES	$20,000
KWONG KOW SCHOOL
87 TYLER STREET	BOSTON	MA	02111	NONE	PUBLIC CHARITY	CURRENT YEAR PROGRAMS	$10,000
MAKE A WISH FOUNDATION
4742 NORTH 24TH ST SUITE 400	PHOENIX	AZ	85016	NONE	PUBLIC CHARITY	CURRENT PROGRAMS	$1,000
MASS AUDUBON SOCIETY
208 SOUTH GREAT RD	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	ANNUAL FUND APPEAL	$1,000
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET	BOSTON	MA	02114	NONE	PUBLIC CHARITY	FOR DR. BASGOZ ID RESEARCH FUND	$5,000
MOUNT HOLYOKE COLLEGE
50 COLLEGE ST	SOUTH HADLEY	MA	01075	NONE	PUBLIC CHARITY	GIFT TO THE CLASS OF 1978	$1,000
NEW ENGLAND PATRIOTS FOUNDATION
1 PATRIOT PLACE	FOXBORO	MA	20235	NONE	PUBLIC CHARITY	CURRENT YEAR PROGRAMS	$2,000
RONALD MCDONALD HOUSE DALLAS
4707 BENGAL STREET	DALLAS	TX	75235	NONE	PUBLIC CHARITY	CURRENT YEAR PROGRAMS	$30,000
SHADY HILL SCHOOL
178 COOLIDGE HILL	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	ANNUAL FUND APPEAL FOR ALLISON	$100
SHADY HILL SCHOOL
178 COOLIDGE HILL	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	ANNUAL FUND APPEAL FOR ANDREA	$100
SHADY HILL SCHOOL - FA WANG SCHOLARSHIP FUND
178 COOLIDGE HILL	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	SUPPORT FOR CURRENT YEAR	$5,000
SHADY HILL SCHOOL - HUB CAMPAIGN
178 COOLIDGE HILL	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	HUB CAMPAIGN	$25,000
SHADY HILL SCHOOL ANNUAL FUND
178 COOLIDGE HILL	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	ANNUAL FUND APPEAL	$7,500
SOUTH COVE CAPITAL CAMPAIGN
288 WASHINGTON STREET	QUINCY	MA	02169	NONE	PUBLIC CHARITY	SUPPORT TO BUILD THE NEW SOUTH COVE MANOR	$10,000
THE YMCA OF GREATER BOSTON
316 TREMONT ST	BOSTON	MA	02115	NONE	PUBLIC CHARITY	YMCA HEALTHY FAMILIES & HEALTHY COMMUNITIES CAMPAIGN	$50,000
THE YMCA OF GREATER BOSTON - 2018 SPARK PARTY
316 TREMONT ST	BOSTON	MA	02115	NONE	PUBLIC CHARITY	2017 SPARK PARTY	$10,000
THE YMCA OF GREATER BOSTON - ANNUAL FUND
316 TREMONT ST	BOSTON	MA	02115	NONE	PUBLIC CHARITY	ANNUAL FUND	$10,000
TUFTS UNIVERSITY
650 FOREST ST	MEDFORD	MA	02149	NONE	PUBLIC CHARITY	ANNUAL FUND APPEAL	$40,000
WGBH
125 WESTERN AVE	BOSTON	MA	02134	NONE	PUBLIC CHARITY	ANNUAL FUND APPEAL	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$402,450	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$105	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$77,062	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$261,833	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$339,000	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$339,000	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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
200 SHS ACCENTURE PLC CL A	$33,018	$28,202
14 SHS ALPHABET INC CL C	$16,843	$14,499
8 SHS AMAZON.COM INC	$15,020	$12,016
800 SHS AUTOMATIC DATA PROCESSING INC	$14,745	$104,896
800 SHS EXXON/MOBIL CORP	$19,968	$54,552
600 SHS FASTENAL CO	$36,372	$31,374
200 SHS GILEAD SCIENCES INC	$18,054	$12,510
1100 SHS JOHNSON & JOHNSON	$28,067	$141,955
300 SHS MASTERCARD INC	$29,175	$56,595
2200 SHS MERCK & CO	$84,733	$168,102
1200 SHS PROCTER & GAMBLE	$31,756	$110,304
2800 SHS CISCO SYSTEMS INC	$54,751	$121,324
2000 SHS INTEL CORP	$58,345	$93,860
1000 SHS MICROSOFT	$26,544	$101,570
700 SHS EMERSON ELECTRIC CO	$19,526	$41,825
2300 SHS COCA COLA	$47,518	$108,905
1000 SHS SOUTHERN CO	$28,189	$43,920
700 SHS COLGATE-PALMOLIVE	$17,525	$41,664
1100 SHS NOVARTIS AG SPOMSORED ADR	$58,156	$94,391
2500 SHS UNILEVER PLC SPONSORED ADR	$56,731	$130,625
800 SHS PEPSICO INC	$57,028	$88,384
1000 SHS WALGREENS BOOTS ALLIANCE INC	$35,279	$68,330
500 SHS ISHARES MSCI EAFE INDEX FD	$39,378	$29,390
1200 SHS VERIZON COMM	$38,976	$67,464
200 SHS QUALCOMM INC	$14,394	$11,382
600 SHS UNITED TECHNOLOGIES	$71,922	$63,888

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$832,512	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$831,445	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	1000 SHS VANGUARD FTSE EMERGING MKT	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$45,000	BookValueAmt
EOYFMV	$38,100	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	GOODWIN PROCTER LLP	CategoryTxt
Legal Fees	$30,000	LegalFeesAmt
Net Investment Income	$30,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUSTEE EXPENSES	$3,268	$3,268	$0
FILING FEE	$35	$35	$0
ADR FEE	$50	$50	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDesc	AmtAmt
REPLACEMENT CHECK TO MA GENERAL HOSPITAL - 2017 CONTRIBUTION	$1,000
CONTRIBUTIONS DEDUCTED IN 2017 - BOOK VALUE ADJUSTMENT	$21,000
BOOK VALUE ADJUSTMENT	$32

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$1,546	Amt
Net Investment Income	$1,546	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt