LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION (EIN 45-6246765)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349102843
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T14:07:46-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042645491 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERRILL DANA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FEDERAL STREET 20TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456246765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUISE SVEN AND ANNA BETTY | BusinessNameLine1Txt |
| Business Name Line2 | CARLSON FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 6175422300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO VERRILL ONE FEDERAL ST FL 20 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW J LEONARD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179511183 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW J LEONARD | PreparerPersonNm |
| PTIN | P01388329 | PTIN |
| Phone | 6175422300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,713,979 | 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 |
| Dividends Rev And Expnss | $256,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,535 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $256,535 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,193,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,033,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,193,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,450,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,450,338 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $256,535 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 |
| Legal Fees Rev And Expnss | $7,821 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,821 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $54,394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,394 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,000 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $403,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $988,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,391,944 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $256,535 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,053,379 | CashBOYAmt |
| Cash EOY | $355,546 | CashEOYAmt |
| Cash EOYFMV | $355,546 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,474,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $887,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $887,203 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,453,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,727,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,471,230 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,981,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,970,044 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,713,979 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,981,789 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,970,044 | 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 | $4,981,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,970,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,981,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,970,044 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,981,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $988,053 | ExcessRevenueOverExpensesAmt |
| Other Increases | $202 | OtherIncreasesAmt |
| Subtotal | $5,970,044 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,970,044 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 761 SHARES OF ABBOTT LABORATORIES | P | 2013-03-13 | 2024-04-17 | $84,379 | $26,828 | $57,551 | $57,551 |
| 4000 SHARES OF INTEL CORP | P | 2013-12-11 | 2024-04-17 | $95,443 | $97,038 | -$1,595 | -$1,595 |
| 192 SHARES OF QUALCOMM INC | P | 2016-06-15 | 2024-04-17 | $31,761 | $9,850 | $21,911 | $21,911 |
| 168 SHARES OF DEERE & COMPANY | P | 2014-07-23 | 2024-04-17 | $67,456 | $14,833 | $52,623 | $52,623 |
| 1200 SHARES OF CAPITAL ONE FINANCIAL CORP | P | 2013-07-16 | 2024-04-17 | $179,427 | $74,929 | $104,498 | $104,498 |
| 470 SHARES OF CVS HEALTH CORP | P | 2013-05-16 | 2024-04-17 | $32,128 | $28,232 | $3,896 | $3,896 |
| 208 SHARES OF PROCTER AND GAMBLE CO | P | 2013-04-16 | 2024-04-17 | $32,493 | $16,818 | $15,675 | $15,675 |
| 900 SHARES OF KIMBERLY-CLARK CORP | P | 2013-09-11 | 2024-04-17 | $122,848 | $76,060 | $46,788 | $46,788 |
| 97 SHARES OF HOME DEPOT | P | 2013-02-13 | 2024-04-17 | $32,291 | $6,622 | $25,669 | $25,669 |
| 402 SHARES OF MCDONALDS CORP | P | 2014-05-14 | 2024-02-28 | $115,808 | $41,195 | $74,613 | $74,613 |
| 348 SHARES OF NIKE INC | P | 2013-05-16 | 2024-04-17 | $32,941 | $11,588 | $21,353 | $21,353 |
| 648 SHARES OF JP MORGAN CHASE & CO | P | 2013-03-13 | 2024-02-28 | $124,839 | $31,471 | $93,368 | $93,368 |
| 1515 SHARES OF TJX COMPANIES | P | 2013-10-17 | 2024-02-28 | $163,191 | $42,650 | $120,541 | $120,541 |
| 2800 SHARES OF MONDELEZ INTL | P | 2013-08-14 | 2024-04-17 | $205,145 | $77,421 | $127,724 | $127,724 |
| 1402 SHARES OF NEXTERA ENERGY INC | P | 2014-07-23 | 2024-02-28 | $81,248 | $34,731 | $46,517 | $46,517 |
| 363 SHARES OF APPLE INC | P | 2012-06-08 | 2024-02-28 | $63,315 | $7,434 | $55,881 | $55,881 |
| 295 SHARES CATERPILLAR INC | P | 2012-02-01 | 2024-02-28 | $99,671 | $32,944 | $66,727 | $66,727 |
| 2000 SHARES METLIFE INC | P | 2013-05-16 | 2024-04-17 | $156,162 | $69,219 | $86,943 | $86,943 |
| 285 SHARES OF WALT DISNEY CO | P | 2011-12-15 | 2024-04-17 | $32,307 | $10,173 | $22,134 | $22,134 |
| 224 SHARES OF JOHNSON AND JOHNSON | P | 2013-02-13 | 2024-04-17 | $32,292 | $17,120 | $15,172 | $15,172 |
| 262 SHARES OF MICROSOFT CORP | P | 2014-12-22 | 2024-02-28 | $107,135 | $12,689 | $94,446 | $94,446 |
| 227 SHARES OF UNITED PARCEL SERVICE, INC | P | 2013-05-16 | 2024-04-17 | $32,384 | $20,242 | $12,142 | $12,142 |
| 678 SHARES OF CISCO SYSTEMS INC | P | 2013-10-17 | 2024-04-17 | $32,520 | $15,656 | $16,864 | $16,864 |
| 262 SHARES OF PEPSICO INC | P | 2013-08-14 | 2024-02-28 | $44,096 | $21,936 | $22,160 | $22,160 |
| 815 SHARES OF VERIZON COMMUNICATION | P | 2014-07-23 | 2024-04-17 | $32,278 | $42,076 | -$9,798 | -$9,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,193,803 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,254 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,254 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $116 | EsPenaltyAmt |
| Overpayment | $4,790 | OverpaymentAmt |
| Applied To ES Tax | $4,790 | 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 | 0 | 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 | MARTHA'S VINEYARD INVESTMENT ADVISO | IndividualWithBooksNm |
| Phone | 5086930044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 602 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW J LEONARD | |||||||||
| VERRILL DANA LLP ONE FEDERAL ST FL | 20 | BOSTON | MA | 02110 | TRUSTEE | 0.30 | $0 | $0 | $0 |
| KAREN BURKE | |||||||||
| 106 COOKE STREET PO BOX 2540 | EDGARTOWN | MA | 02539 | TRUSTEE | 0.30 | $0 | $0 | $0 | |
| ELLEN M HARRINGTON | |||||||||
| VERRILL DANA LLP ONE FEDERAL ST FL | 20 | BOSTON | MA | 02110 | TRUSTEE | 0.30 | $0 | $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 | $8,517,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $338,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,856,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,856,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,723,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $436,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $436,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,348 | TotalTaxAmt |
| Distributable Before Adj | $416,822 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,822 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,822 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $403,891 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $403,891 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,822 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $382,930 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $403,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $382,930 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,961 | 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 | $395,861 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ANIMAL SHELTER OF MARTHA'S VINEYARD | |||||
| PO BOX 1829 | EDGARTOWN | MA | 02539 | TO BE USED FOR THE CHARITY'S GENERAL CHARITABLE PURPOSES. | $99,000 |
| MARTHA'S VINEYARD HOSPITAL INC | |||||
| ONE HOSPITAL ROAD | OAK BLUFFS | MA | 02557 | TO BE USED FOR THE GENERAL NEEDS OF THE HOSPITAL AS DETERMINED BY THE HOSPITAL ADMINISTRATION. | $99,000 |
| MARTHA'S VINEYARD REGIONAL HIGH SCHOOL | |||||
| 100 EDGARTOWN-VINEYARD HAVEN ROAD | OAK BLUFFS | MA | 02557 | TO BE GRANTED TO ONE OR MORE SENIORS WHO HAVE RESIDED ON MARTHA'S VINEYARD FOR AT LEAST ONE YEAR, ON THE BASIS OF FINANCIAL NEED, TALENT, SCHOLASTIC ACHIEVEMENT, AND ATTITUDE, OR ANY COMBINATION OF THESE TRAITS, FOR THE ADVANCEMENT OF THE RECIPIENTS EDUCATION, AND TO BE SELECTED BY THE ADMINISTRATION OF SAID SCHOOL. | $198,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,193,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,450,338 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,450,338 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES AND OPTIONS | StockNm |
| EOY Book Value | $4,727,295 | EOYBookValueAmt |
| EOYFMV | $7,471,230 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REYNOLDS, RAPPAPORT, KAPLAN & HACKNEY, LLC | $3,771 | $0 | $0 | $3,771 |
| VERRILL DANA LLP | $4,050 | $0 | $0 | $4,050 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR ROUNDING | $3 |
| DIVIDENDS IN KIND | $199 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MIVA INVESTMENT FEES | CategoryTxt |
| Amt | $54,394 | Amt |
| Net Investment Income | $54,394 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2023 EXCISE TAX | $4,000 | $4,000 | $0 | $0 |
| 2023 MA FILING FEE | $70 | $0 | $0 | $70 |