THE JOHN AND MARY CORCORAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN AND MARY CORCORAN FAMILY FOUNDATION (EIN 04-6689934)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-14
- IRS object ID
- 201502879349100515
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-14T13:46:28-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043442418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOSULE BUTKUS & JESSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 ADAMS STREET | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046689934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND MARY CORCORAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7818490014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 GRANDVIEW ROAD 207 NO 207 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M CORCORAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7818490014 | PhoneNum |
| Signature | 2015-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES L OSLIN CPA | PreparerPersonNm |
| PTIN | P00447677 | PTIN |
| Phone | 6176983950 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,305,068 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,030,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,998,761 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,842,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,977,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,842,145 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,272,109 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,272,109 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,145,119 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,113,015 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,617 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,185 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $762,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $434,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $314,553 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $520 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,774 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,774 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $830,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $446,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $314,553 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,064,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,064,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,894,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $446,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,378,852 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,250,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,666,253 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,160,542 | CashBOYAmt |
| Cash EOY | $470,691 | CashEOYAmt |
| Cash EOYFMV | $470,691 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $7,653,750 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $10,143,390 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $7,653,750 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $7,653,750 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $50,676 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $115,663 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $115,663 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $72,260,726 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,551,267 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,064,964 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $84,615,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,791,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,305,068 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $329,370 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $190,274 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $329,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $190,274 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $84,285,964 | UnrestrictedBOYAmt |
| Unrestricted EOY | $84,601,097 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,285,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,601,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,615,334 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,791,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,285,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,250,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $85,536,308 | SubtotalAmt |
| Other Decreases | $935,211 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $84,601,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CITI | P | $11,539,823 | $10,068,436 | $1,471,387 | $1,471,387 |
| BNY MELLON 8000 | P | $11,500,855 | $11,192,281 | $308,574 | $308,574 |
| BNY MELLON 8000 | P | $10,965,237 | $9,119,836 | $1,845,401 | $1,845,401 |
| BNY MELLON 8000 | P | $375,358 | $400,438 | -$25,080 | -$25,080 |
| BNY MELLON 8040 | P | $1,386,229 | $1,425,893 | -$39,664 | -$39,664 |
| BNY MELLON 8040 | P | $755,469 | $591,930 | $163,539 | $163,539 |
| BNY MELLON 8030 | P | $1,430,219 | $1,316,497 | $113,722 | $113,722 |
| BNY MELLON 8030 | P | $24,239 | $19,973 | $4,266 | $4,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,842,145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,237,609 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $87,238,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037112 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,103,125 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $84,705,452 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048440 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,753,442 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $72,305,956 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051911 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,204,181 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $72,825,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030267 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,516,377 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $60,504,476 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025062 | DistributionYr5Rt |
| Total Distribution | 0.192792 | TotalDistributionRt |
| Average Distribution | 0.038558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $96,859,903 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,734,724 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $66,663 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,801,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,378,852 | 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 | $66,663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $180,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $113,337 | OverpaymentAmt |
| Applied To ES Tax | $113,337 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | JOHN M CORCORAN JR TRUSTEE | IndividualWithBooksNm |
| Phone | 7818490011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 GRANDVIEW ROAD SUITE 207 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN M CORCORAN JR | ||||||||
| 100 GRANDVIEW ROAD SUITE 207 | BRAINTREE | MA | 02184 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS M CORCORAN | ||||||||
| 100 GRANDVIEW ROAD SUITE 207 | BRAINTREE | MA | 02184 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BOSTON FOUNDATION (FORMERLY TPI) | |||||
| 420 BOLYSTON STREET | BOSTON | MA | 02116 | PHILANTHROPIC SERVICES | $314,553 |
| CITIGROUP GLOBAL MKTS INC | |||||
| 111 WALL STREET 3RD FLOOR | NEW YORK | NY | 10005 | INVESTMENT ADVISORY SERVICES | $205,249 |
| BNY MELLON WEALTH MANAGEMENT | |||||
| 131 SANTILLI HWY | EVERETT | MA | 02149 | INVESTMENT ADVISORY SERVICES | $172,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,924,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,627,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,782,883 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,334,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,334,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,475,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,859,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,842,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,842,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,663 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,956 | IncomeTaxAmt |
| Total Tax | $71,619 | TotalTaxAmt |
| Distributable Before Adj | $4,771,376 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,771,376 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,771,376 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,378,852 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,378,852 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $66,663 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,312,189 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,771,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $218,718 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $218,718 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,378,852 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,771,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $607,476 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $826,194 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $826,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $218,718 | ExcessFromYear3Amt |
| Excess From Current Year | $607,476 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOSTON COLLEGE HIGH SCHOOL | ||||||||
| 150 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP FUNDS | $18,000 | |
| CARITAS COMMUNITIES INC | ||||||||
| 25 BRAINTREE HILL OFFICE PARK STE | BRAINTREE | MA | 02184 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | 206 |
| FATHER BILL'S PLACE | ||||||||
| 38 BROAD STREET | QUINCY | MA | 02169 | NONE | PUBLIC CHARITY | GERNERAL PURPOSE | $20,000 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 260 FRANKLIN STREET SUIT 630 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SCHOLARSHIP FUND | $125,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| ST FRANCIS HOUSE | ||||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY (04-2 | GENERAL PURPOSE, SCHOLARSHIP PROGRAM, COMMUNITY GRANTS, EDUCATIONAL | $4,781,299 | |
| MASSACHUSETTS HEALTH COUNCIL INC | ||||||||
| 200 RESERVOIR STREET 101 | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| ST MARY'S WOMEN & INFANTS CENTER | ||||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,064,299 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,030,865 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 34 | ExclusionCd |
| Exclusion | $1,272,109 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,842,145 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,145,119 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,145,119 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $20,617 | Amt |
| Net Investment Income | $6,185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARKETABLE SECURITIES | FMV | $69,217,001 | $72,820,034 |
| REAL ESTATE ENTITIES | FMV | $7,334,266 | $13,244,930 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETABLE SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $935,211 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATIONAL COSTS | Desc |
| Revenue And Expenses Per Books | $5,774 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,774 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (27 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WEYMOUTH COMMONS | -$145,393 | -$145,393 | -$145,393 |
| STRATTON HILL ASSOC. LLC | $4,634 | $4,634 | $4,634 |
| MARKS CHURCH COMMONS | -$9,528 | -$9,528 | -$9,528 |
| STEVENS CREEK COMMONS, LLC | -$12,555 | -$12,555 | -$12,555 |
| CORCORAN STEVENS LLC | $10,490 | $10,490 | $10,490 |
| HUNTERS RUN LLP | $17,077 | $17,077 | $17,077 |
| SAUGUS COMMONS | $249,321 | $249,321 | $249,321 |
| SHREWSBURY COMMONS | -$113,001 | -$113,001 | -$113,001 |
| SHREWSBURY CONSERVATIVE | -$2,037 | -$2,037 | -$2,037 |
| NEWHALL HOLDINGS LLC | $115,512 | $115,512 | $115,512 |
| ADAMS VILLAGE | $87,788 | $87,788 | $87,788 |
| CORCORAN SWEENEY LLC | -$7,614 | -$7,614 | -$7,614 |
| CORCORAN MEADOWS | $1,674,047 | $1,674,047 | $1,674,047 |
| ACADEMY ASSOC LLC | $11,789 | $11,789 | $11,789 |
| CORCORAN MEADOWS | -$721,167 | -$721,167 | -$721,167 |
| BNY MELLON PRIVATE EQUITY FUND VII LP | -$26,415 | -$26,415 | -$26,415 |
| PRIVATE EQUITY OPP PPV ONSHORE FF | -$41,367 | -$41,367 | -$41,367 |
| BTO ONSHORE FF LP | $6,470 | $6,470 | $6,470 |
| SKYBRIDGE MULTI-ADV HEDGE FUND | $67,186 | $67,186 | $67,186 |
| HEDGEFORUM METACAPITAL, LLC | -$13,188 | -$13,188 | -$13,188 |
| HEDGEFORUM VISIUM, LLC | -$20,918 | -$20,918 | -$20,918 |
| CTP ONSHORE FEEDER FEEDER UND LP | $15,761 | $15,761 | $15,761 |
| BNY MELLON PRIVATE EQUITY FUND VIII LP | -$14,656 | -$14,656 | -$14,656 |
| BNY MELLON GLOBAL CREDIT ALTERNATIVES FUND LLC | $19,855 | $19,855 | $19,855 |
| BNY MELLON-ALCENTRA MEZZANINE III LP | $112,018 | $112,018 | $112,018 |
| ISHARES S&P GSCI COMMODITY INDEX | -$338 | -$338 | -$338 |
| ISHARES S&P GSCI COMMODITY INDEX | $8,338 | $8,338 | $8,338 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $235,908 | $190,274 |
| ACCRUED FEDERAL EXCISE TAX | $93,462 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $378,234 | $378,234 | $0 |
| REVIEW AND TAX | $20,163 | $6,049 | $0 |
| PHILANTHROPIC SERVICES | $314,553 | $0 | $314,553 |
| INVESTMENT CONSULTING | $50,000 | $50,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOVERNMENT EXCISE AND FEES | CategoryTxt |
| Amt | $41,135 | Amt |
| Net Investment Income | $520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |