MASON WRIGHT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MASON WRIGHT FOUNDATION INC (EIN 04-2105936)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-22
- IRS object ID
- 202542959349100309
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-22T08:36:14-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND 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 | 042105936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASON WRIGHT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 4137331517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 WALNUT STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HAWKINS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4137331517 | PhoneNum |
| Signature | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATARZYNA O PADZIK | PreparerPersonNm |
| PTIN | P02268641 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2025-10-21 | PreparationDt |
| 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 | $20,826,871 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,036,863 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $374,468 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $372,401 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $372,401 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,932,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $861,850 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $861,850 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,261,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $372,401 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,234,251 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $144,049 | 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 | $144,049 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $76,789 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $76,789 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,573 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,573 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,813 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,813 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,809 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $11,809 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,426 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,722 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $82,722 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,269 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,847 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $4,847 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,303 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $20,303 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $7,553 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $7,553 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,332 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,332 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,391,609 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $822,185 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $569,424 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,846,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,531 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $944,572 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $901,522 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $434,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $434,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,280,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,531 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $944,572 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,336,109 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $277,870 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $289,679 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,665 | CashBOYAmt |
| Cash EOY | $54,352 | CashEOYAmt |
| Cash EOYFMV | $54,352 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $970,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $334,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $334,622 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12,135 | AcctRcvblAmt |
| Acct Rcvbl BOY | $9,693 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,135 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,135 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $48,227 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $54,501 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $48,227 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $48,227 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $40,290 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,899 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,899 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,239,471 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,472,207 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,472,207 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,111,768 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,685,107 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,685,107 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,246,884 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,759,963 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,759,963 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $703,600 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $429,559 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $429,559 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $298,491 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,569 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $188,731 | LandBOYAmt |
| Land EOY | $182,922 | LandEOYAmt |
| Land EOYFMV | $182,922 | LandEOYFMVAmt |
| Other Assets BOY | $4,069,729 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,810,878 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,810,878 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,676,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,826,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,826,871 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $132,572 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $148,812 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $223,218 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $92,903 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $13,122 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,982 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $368,912 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $256,697 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,298,348 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,484,991 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,009,272 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,085,183 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,307,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,570,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,676,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,826,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,307,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,876 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,700,655 | OtherIncreasesAmt |
| Subtotal | $20,989,399 | SubtotalAmt |
| Other Decreases | $419,225 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,570,174 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT-TERM | P | $516,056 | $546,196 | -$30,140 | -$30,140 |
| PUBLICLY TRADED SECURITIES - LONG-TERM | P | $4,416,478 | $4,397,714 | $18,764 | $18,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,376 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1997-10-22 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MASONWRIGHT.ORG | WebsiteAddressTxt |
| Individual With Books | WILLIAM HAWKINS | IndividualWithBooksNm |
| Phone | 4137331517 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 WALNUT STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01105 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN POPP | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | PRESIDENT & CEO | 25.00 | $144,049 | $0 | $14,921 |
| JOHN MORSE | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | CHAIR | 1.00 | $0 | $0 | $0 |
| ALLISON EBNER | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFF SATTLER | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | TREASURER | 1.00 | $0 | $0 | $0 |
| SUSAN MCCOY ESQ | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KATHI DONAHUE | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARLTON PICKRON | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAUL MARCHESE | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EMILY LEONCZYK | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HAWKINS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 WALNUT STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHIEF FINANCIAL OFFI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 16.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $76,789 | CompensationAmt |
| Employee Benefits | $7,652 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 829709 | PHILADELPHIA | PA | 191829709 | AUDIT/TAX PREPARATION | $80,381 |
| WILMINGTON TRUST | |||||
| ONE POST OFFICE SQUARE 32ND FLOOR | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT | $77,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDING OPERATING MANAGEMENT SERVICES TO AN ASSISTED AND INDEPENDENT LIVING RETIREMENT COMMUNITY, A HOME CARE AGENCY, AND AN EARLY EDUCATION CENTER. | Description1Txt |
| Expenses1 | $1,716,137 | Expenses1Amt |
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 | $16,232,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,259,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,259,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $243,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,016,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $800,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,336,109 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,336,109 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-10-22 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $289,679 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $353,729 | Year2Amt |
| Year3 | $242,589 | Year3Amt |
| Total | $885,997 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $246,227 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $300,670 | Year2Amt |
| Year3 | $206,201 | Year3Amt |
| Total | $753,097 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,336,109 | CurrentYearAmt |
| Year1 | $1,189,607 | Year1Amt |
| Year2 | $1,432,882 | Year2Amt |
| Year3 | $959,004 | Year3Amt |
| Total | $4,917,602 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $434,587 | CurrentYearAmt |
| Year1 | $581,192 | Year1Amt |
| Year2 | $559,343 | Year2Amt |
| Year3 | $143,430 | Year3Amt |
| Total | $1,718,552 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $901,522 | CurrentYearAmt |
| Year1 | $608,415 | Year1Amt |
| Year2 | $873,539 | Year2Amt |
| Year3 | $815,574 | Year3Amt |
| Total | $3,199,050 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $533,868 | CurrentYearAmt |
| Year1 | $469,055 | Year1Amt |
| Year2 | $468,412 | Year2Amt |
| Year3 | $513,379 | Year3Amt |
| Total | $1,984,714 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRIGHT FUTURES EARLY LEARNING CENTER INC | ||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | PC | GENERAL UNRESTRICTED SUPPORT | $15,954 |
| COLONY CARE SENIOR LIVING INC | ||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | PC | GENERAL UNRESTRICTED SUPPORT | $46,251 |
| MASON WRIGHT SENIOR LIVING INC | ||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | PC | THE ORGANIZATION PROVIDED FUNDING TO A RELATED ASSISTED LIVING FACILITY FOR OPERATIONS. | $372,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $434,587 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Related Or Exempt Function Incm | $860,325 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374,468 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,376 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $364,617 | ExclusionAmt |
| Related Or Exempt Function Incm | $860,325 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,224,942 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | THE ORGANIZATION'S MISSION IS TO SUPPORT RELATED ORGANIZATIONS, INCLUDING ELDERLY ASSISTED AND INDEPENDENT LIVING FACILITIES, A HOME CARE AGENCY, AND AN EARLY EDUCATION CENTER, BY PROVIDING SUPPORTING MANAGEMENT SERVICES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILMINGTON TRUST | ||||||
| 1 | 1100 NORTH MARKET ST | WILMINGTON | DE | 198900001 | $6,000 | Yes (X) |
| COLONY CARE SENIOR LIVING INC | ||||||
| 2 | 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | $935,863 | Yes (X) |
| BRIGHT FUTURES EARLY LEARNING CENTER INC | ||||||
| 3 | 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | $95,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $47,235 | Amt |
| Net Investment Income | $11,809 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,809 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,426 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (26 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS 10/30/2026 6.338% | $60,743 | $60,743 |
| BANK OF AMERICA 2/13/2031 | $105,515 | $105,515 |
| BMO 09/10/2027 4.567% | $64,799 | $64,799 |
| BP CAP MARKETS AMERICA DTD 4/6/2020 | $94,234 | $94,234 |
| CITIGROUP INC V-S 4.412% 3/31/31 | $96,117 | $96,117 |
| COMCAST CORP 1.950% 1/15/31 | $100,373 | $100,373 |
| ENTERPRISE PROD OPERATING LLC 01/11/2027 4.600% | $80,020 | $80,020 |
| EXXON MOBIL CORP 3.482% 3/19/30 | $94,193 | $94,193 |
| GOLDMAN SACHS 05/01/2029 4.223% | $63,246 | $63,246 |
| GOLDMAN SACHS GP 3.800% 3/15/30 | $98,396 | $98,396 |
| HOME DEPOT 06/25/2027 4.875% | $45,427 | $45,427 |
| MCCORMICK 02/15/2026 0.900% | $57,470 | $57,470 |
| MERCK & CO INC 4.050% 5/17/28 | $9,853 | $9,853 |
| MORGAN STANLEY 3.622% 4/01/2031 | $102,171 | $102,171 |
| ORACLE 09/27/2029 4.200% | $62,788 | $62,788 |
| PFIZER INC 1.700% 5/28/30 | $102,250 | $102,250 |
| ROYAL BK CA MTN CONV 5.200% 8/01/28 | $45,374 | $45,374 |
| SHELL INTERNATIONAL 2.750% 4/06/30 | $90,129 | $90,129 |
| SOUTHERN CO 03/15/2028 1.750% | $49,892 | $49,892 |
| TD 09/10/2031 2.000% | $49,735 | $49,735 |
| UNITEDHEALTH 07/15/2026 4.750% | $30,075 | $30,075 |
| VENTAS REALTY 01/15/2029 4.400% | $58,403 | $58,403 |
| VERIZON 03/21/2031 2.550% | $43,059 | $43,059 |
| WALT DISNEY 2.000% 9/01/2029 | $106,708 | $106,708 |
| WEC ENERGY GROUP 10/15/2030 1.800% | $15,045 | $15,045 |
| WELLS FARGO 03/24/2028 3.526% | $33,948 | $33,948 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (125 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $39,449 | $39,449 |
| ACCENTURE PUBLIC LIMITED COMPANY | $35,883 | $35,883 |
| ADOBE INC. | $68,925 | $68,925 |
| ADVANCE AUTO PARTS, INC. | $7,566 | $7,566 |
| ALCON INC. | $46,350 | $46,350 |
| ALPHABET INC. | $66,444 | $66,444 |
| AMAZON.COM, INC. | $282,355 | $282,355 |
| AMERICAN INTERNATIONAL GROUP, INC. | $65,083 | $65,083 |
| AMERIPRISE FINANCIAL, INC. | $31,413 | $31,413 |
| AMGEN INC. | $27,628 | $27,628 |
| AON PLC | $23,345 | $23,345 |
| APPLE INC. | $291,238 | $291,238 |
| APPLIED MATERIALS, INC. | $24,557 | $24,557 |
| APTIV PLC | $14,455 | $14,455 |
| ARCHER-DANIELS-MIDLAND COMPANY. | $13,792 | $13,792 |
| ASML HOLDING NV | $47,823 | $47,823 |
| ASTRAZENECA PLC | $16,118 | $16,118 |
| ATLASSIAN CORPORATION | $33,830 | $33,830 |
| AVERY DENNISON CORPORATION | $19,274 | $19,274 |
| BAILLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K | $383,823 | $383,823 |
| BERKSHIRE HATHAWAY INC., | $57,113 | $57,113 |
| BROADCOM INC. | $92,736 | $92,736 |
| CARDINAL HEALTH, INC. | $48,727 | $48,727 |
| CDW CORPORATION | $20,189 | $20,189 |
| CF INDUSTRIES HOLDINGS, INC. | $13,651 | $13,651 |
| CHEVRON CORPORATION | $19,843 | $19,843 |
| CHUBB LTD | $60,233 | $60,233 |
| CISCO SYSTEMS, INC. | $32,442 | $32,442 |
| CITIGROUP INC. | $52,159 | $52,159 |
| CME GROUP INC. | $27,403 | $27,403 |
| COMCAST CORPORATION | $34,603 | $34,603 |
| CONOCOPHILLIPS | $72,196 | $72,196 |
| CORNING INCORPORATED | $18,295 | $18,295 |
| COSTCO WHOLESALE CORPORATION | $73,302 | $73,302 |
| DANAHER CORPORATION | $18,594 | $18,594 |
| DARDEN RESTAURANTS, INC. | $45,739 | $45,739 |
| DEXCOM, INC. | $25,742 | $25,742 |
| DOLLAR GENERAL CORPORATION | $7,430 | $7,430 |
| DOVER CORPORATION | $21,574 | $21,574 |
| EATON CORPORATION PUBLIC LIMITED COMPANY | $94,915 | $94,915 |
| ELECTRONIC ARTS INC. | $21,506 | $21,506 |
| EOG RESOURCES, INC. | $24,516 | $24,516 |
| EQUINIX, INC. | $45,259 | $45,259 |
| ESTEE LAUDER COMPANIES INC. | $17,170 | $17,170 |
| FREEPORT-MCMORAN INC | $18,545 | $18,545 |
| FULLERTHALER BEHAVIORAL SM CP GRW R6 | $294,203 | $294,203 |
| GENUINE PARTS COMPANY | $19,966 | $19,966 |
| HALLIBURTON COMPANY | $16,042 | $16,042 |
| HOME DEPOT, INC. | $37,732 | $37,732 |
| INGREDION INCORPORATED | $47,458 | $47,458 |
| INTEL CORPORATION | $9,584 | $9,584 |
| INTERNATIONAL BUSINESS MACHINES CORPORATION | $75,402 | $75,402 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | $20,799 | $20,799 |
| INTUIT INC. | $28,283 | $28,283 |
| INTUITIVE SURGICAL, INC. | $68,899 | $68,899 |
| ISHARES:CORE MSCI EMMKTS | $174,937 | $174,937 |
| ISHARES:MSCI EAFE ETF | $825,661 | $825,661 |
| ISHARES:RUSS 1000 ETF | $1,001,918 | $1,001,918 |
| ISHARES:RUSS 1000 GR ETF | $447,762 | $447,762 |
| ISHARES:RUSS 1000 VL ETF | $240,669 | $240,669 |
| ISHARES:RUSS 2000 ETF | $613,827 | $613,827 |
| JOHNSON & JOHNSON | $16,776 | $16,776 |
| KEYSIGHT TECHNOLOGIES, INC. | $19,918 | $19,918 |
| KINDER MORGAN, INC. | $43,840 | $43,840 |
| KONINKLIJKE PHILIPS NV | $42,664 | $42,664 |
| KRAFT HEINZ COMPANY | $29,881 | $29,881 |
| LAMAR ADVERTISING COMPANY | $30,313 | $30,313 |
| LEAR CORPORATION | $17,520 | $17,520 |
| MARRIOTT INTERNATIONAL, INC. | $40,725 | $40,725 |
| MARSH & MCLENNAN COMPANIES, INC. | $63,298 | $63,298 |
| MCKESSON CORPORATION | $46,733 | $46,733 |
| MEDTRONIC PUBLIC LIMITED COMPANY | $20,050 | $20,050 |
| MERCK & CO., INC. | $85,752 | $85,752 |
| META PLATFORMS, INC. | $163,357 | $163,357 |
| METLIFE, INC. | $49,947 | $49,947 |
| METTLER-TOLEDO INTERNATIONAL INC. | $17,132 | $17,132 |
| MICROSOFT CORPORATION | $378,086 | $378,086 |
| MOLSON COORS BEVERAGE COMPANY | $23,730 | $23,730 |
| MONSTER BEVERAGE CORPORATION | $53,296 | $53,296 |
| MSCI INC. | $21,000 | $21,000 |
| NETAPP, INC. | $60,246 | $60,246 |
| NETFLIX, INC. | $160,438 | $160,438 |
| NEWMONT CORPORATION | $22,816 | $22,816 |
| NEXTERA ENERGY, INC. | $27,171 | $27,171 |
| NIKE, INC. | $42,905 | $42,905 |
| NUTRIEN LTD. | $16,200 | $16,200 |
| NVIDIA CORPORATION | $746,652 | $746,652 |
| NXP SEMICONDUCTORS NV | $19,954 | $19,954 |
| O'REILLY AUTOMOTIVE, INC. | $40,317 | $40,317 |
| PACKAGING CORPORATION OF AMERICA | $23,864 | $23,864 |
| PALO ALTO NETWORKS, INC. | $121,549 | $121,549 |
| PARKER-HANNIFIN CORPORATION | $87,136 | $87,136 |
| PAYPAL HOLDINGS, INC. | $37,469 | $37,469 |
| PEPSICO, INC. | $12,621 | $12,621 |
| PHILLIPS 66 | $34,179 | $34,179 |
| PNC FINANCIAL SERVICES GROUP, INC. | $31,049 | $31,049 |
| PROGRESSIVE CORPORATION | $50,558 | $50,558 |
| RADIAN GROUP INC. | $34,797 | $34,797 |
| REALTY INCOME CORPORATION | $20,937 | $20,937 |
| RIO TINTO PLC | $39,991 | $39,991 |
| RTX CORP | $113,058 | $113,058 |
| S&P GLOBAL INC. | $67,732 | $67,732 |
| SALESFORCE, INC. | $100,633 | $100,633 |
| SEA LIMITED | $25,782 | $25,782 |
| SHERWIN-WILLIAMS COMPANY | $42,831 | $42,831 |
| SNAP-ON INCORPORATED | $33,948 | $33,948 |
| STRYKER CORPORATION | $52,927 | $52,927 |
| TE CONNECTIVITY LTD | $17,013 | $17,013 |
| TESLA, INC. | $16,961 | $16,961 |
| TEXAS INSTRUMENTS INCORPORATED | $52,315 | $52,315 |
| THERMO FISHER SCIENTIFIC INC. | $73,352 | $73,352 |
| TRACTOR SUPPLY COMPANY | $23,877 | $23,877 |
| UBER TECHNOLOGIES, INC. | $54,348 | $54,348 |
| UNION PACIFIC CORPORATION | $48,344 | $48,344 |
| UNITED PARCEL SERVICE, INC. | $32,912 | $32,912 |
| UNITEDHEALTH GROUP INCORPORATED | $135,570 | $135,570 |
| UNITY SOFTWARE INC | $2,989 | $2,989 |
| VERALTO CORPORATION | $2,750 | $2,750 |
| VERIZON COMMUNICATIONS INC. | $25,514 | $25,514 |
| VICI PROPERTIES INC. | $26,026 | $26,026 |
| VISA INC. | $211,747 | $211,747 |
| W.W. GRAINGER, INC. | $91,702 | $91,702 |
| WELLS FARGO & COMPANY | $90,469 | $90,469 |
| WORKDAY, INC. | $34,060 | $34,060 |
| ZOETIS INC. | $87,005 | $87,005 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,472,207 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,472,207 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES:GLOBAL REIT ETF | FMV | $226,037 | $226,037 |
| VANGUARD COMMODITY STRATEGY FUND | FMV | $203,522 | $203,522 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND IMPROVEMENTS | $176,825 | $54,260 | $122,565 | $122,565 |
| EQUIPMENT | $36,096 | $26,196 | $9,900 | $9,900 |
| LAND | $47,536 | $0 | $47,536 | $47,536 |
| SOFTWARE | $38,034 | $35,113 | $2,921 | $2,921 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $31,813 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,813 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN THIRD-PARTY TRUSTS | $1,009,272 | $1,085,183 | $1,085,183 |
| DUE FROM AFFILIATES | $183,986 | $2,457,246 | $2,457,246 |
| INVESTMENT IN SUBSIDIARIES | $2,876,471 | $268,449 | $268,449 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN INVESTMENT IN SUBSIDIARIES | Desc |
| Amt | $419,225 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING, MARKETING, AND BRANDING | $9,020 | $0 | $0 | $9,020 |
| DUES & SUBSCRIPTIONS | $2,929 | $0 | $0 | $2,929 |
| GENERAL LIABILITY INSURANCE | $3,303 | $0 | $3,303 | $0 |
| IT & EQUIPMENT | $63,010 | $0 | $63,010 | $0 |
| MISCELLANEOUS | $6,193 | $0 | $1,525 | $4,668 |
| OFFICE EXPENSE | $7,851 | $0 | $0 | $7,851 |
| PAYROLL FEES | $1,281 | $0 | $0 | $1,281 |
| PROFESSIONAL TRAINING & CERTIFICATION | $8,246 | $0 | $0 | $8,246 |
| RECRUITMENT EXPENSES | $567 | $0 | $0 | $567 |
| REPAIRS & MAINTENANCE | $34,497 | $0 | $0 | $34,497 |
| RESIDENTS SERVICES | $4,313 | $0 | $0 | $4,313 |
| SALARIES & BENEFITS FOR RELATED ORGANIZATIONS | $1,250,399 | $0 | $754,347 | $496,052 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $860,325 | $860,325 |
| OTHER INCOME | $1,525 | $1,525 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN BENEFICIAL INTERESTS IN THIRD-PARTY TRUSTS | $75,911 |
| UNREALIZED GAIN ON INVESTMENTS | $1,624,744 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| BOY Book Value | $13,122 | BOYBookValueAmt |
| EOY Book Value | $14,982 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $82,722 | $82,722 | $82,722 | $0 |
| CONSULTANTS | $0 | $0 | $0 | $0 |
| OTHER FEES | $11,269 | $0 | $0 | $11,269 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| MASON WRIGHT SENIOR LIVING INC | ||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | 471890506 | MANAGEMENT FEE REVENUE FROM ENTITY DURING 2024. | $463,917 |
| COLONY CARE SENIOR LIVING INC | ||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | 454741875 | EQUITY TRANSFER AND MANAGEMENT FEE REVENUE FROM ENTITY DURING 2024. | $46,251 |
| BRIGHT FUTURES EARLY LEARNING CENTER INC | ||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | 821978704 | EQUITY TRANSFER AND MANAGEMENT FEE REVENUE FROM ENTITY DURING 2024. | $15,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,891,188 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| MASON WRIGHT SENIOR LIVING INC | ||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | 471890506 | CHARITABLE CONTRIBUTION, SALARIES AND WAGES AND EXPENSE REIMBURSEMENTS PAID TO ENTITY DURING 2024 | $463,917 |
| COLONY CARE SENIOR LIVING INC | ||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | 454741875 | CHARITABLE CONTRIBUTION TO ENTITY DURING 2024 | $46,251 |
| BRIGHT FUTURES EARLY LEARNING CENTER INC | ||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | 821978704 | CHARITABLE CONTRIBUTION TO ENTITY DURING 2024 | $15,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,122 | TotalAmt |