GRAYSON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GRAYSON FAMILY FOUNDATION INC (EIN 52-2007478)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349101811
- 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 Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T10:30:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | 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 | 522007478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAYSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAY | BusinessNameControlTxt |
| Phone | 6177846304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 BEACON STREET 2 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUNS H GRAYSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177846304 | PhoneNum |
| Signature | 2025-11-11 | 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 | BRITTANY MADORE | PreparerPersonNm |
| PTIN | P02507975 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2025-11-11 | 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 | $28,107,280 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,610 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,977 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,977 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $302,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $302,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,279,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,450,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,279,221 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,595,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,584,922 | 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 | $11,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,840 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,748 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,489,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,489,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,537,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,495,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,584,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$3 | CashBOYAmt |
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | -$18,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,344 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $428 | AcctRcvblAmt |
| Acct Rcvbl BOY | $428 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $428 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $428 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,262,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,091,433 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,895,510 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,244,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,303,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,107,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,244,853 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,303,207 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,244,853 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,303,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,244,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,303,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,244,853 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,303,207 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,303,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 445 SHS OF CHARTER COMMUNICATION INC CLASS A | P | 2024-01-29 | $166,249 | $8,729 | $157,520 | $157,520 |
| 1,000 SHS OF GOLDMAN SACHS INC | P | 2024-12-09 | $594,399 | $102,038 | $492,361 | $492,361 |
| 1,000 SHS OF JPMORGAN CHASE & COMPANY | P | 2024-12-09 | $244,713 | $35,100 | $209,613 | $209,613 |
| 1,000 SHS OF MICROSOFT CORP | P | 2024-12-09 | $445,127 | $25,400 | $419,727 | $419,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,279,221 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,252 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,752 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,723 | OverpaymentAmt |
| Applied To ES Tax | $6,723 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUNS H GRAYSON | IndividualWithBooksNm |
| Phone | 6177846304 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 BEACON STREET 2 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUNS H GRAYSON | ||||||||
| 81 BEACON ST APT 2 | BOSTON | MA | 02108 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PERRIN M GRAYSON | ||||||||
| 81 BEACON ST APT 2 | BOSTON | MA | 02108 | SECRETARY/TREASURY | 0.00 | $0 | $0 | $0 |
| LUCY P DELAND | ||||||||
| 81 BEACON ST APT 2 | BOSTON | MA | 02108 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN ADAMS | ||||||||
| 81 BEACON ST APT 2 | BOSTON | MA | 02108 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE GRAYSON FAMILY FOUNDATION CARRIED ON NO OPERATIONS OTHER THAN RECEIVED CONTRIBUTIONS AND INVESTMENT INCOME AND MADE DISTRIBUTIONS TO ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | Description1Txt |
| Expenses1 | $0 | 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 | $27,234,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,316,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,316,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $409,743 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,906,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,345,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,345,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,029 | TotalTaxAmt |
| Distributable Before Adj | $1,323,293 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,323,293 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,323,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,495,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,495,090 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,323,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,028 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,495,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,028 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,323,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,769 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,769 | 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 | $121,769 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $121,769 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUNS H GRAYSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| WBUR RADIO STATION FUND | ||||||||
| BOSTON UNIVERSITY 890 COMMONWEALTH | AVE 3RD FLOOR | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $25,000 |
| PROUTS NECK ASSOCIATION | ||||||||
| 499 BLACK POINT ROAD | SCARBOROUGH | ME | 04074 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| CHARLES THOMAS MEMORIAL LIBRARY | ||||||||
| 6 SCOTT DYER ROAD | CAPE ELIZABETH | ME | 04107 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| PROUTS AUDODBON | ||||||||
| 499 BLACK POINT ROAD | SCARBOROUGH | ME | 04074 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| ST JAMES EPISCOPAL CHURCH | ||||||||
| 13 FEDERAL STREET | BRUNSWICK | ME | 04011 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| NONESUCH OAR AND PADDLE | ||||||||
| 499 BLACK POINT ROAD | SCARBOROUGH | ME | 04074 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| MASSACHUSETTS GENERAL HOSPITAL FUND | ||||||||
| 100 CAMBRIDGE STREET SUITE 1310 | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| EMERALD NECKLACE CONSERVANCY | ||||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| FRIENDS OF THE PUBLIC GARDEN | ||||||||
| 87 MT VERNON STREET | BOSTON | MA | 02108 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| INVISIBLE WOUNDS FOUNDATION | ||||||||
| 820 W JACKSON BOULEVARD SUITE 210 | CHICAGO | IL | 60607 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| BOSTON ATHENUM (CATERED AFFAIR) | ||||||||
| 105 BEACON STREET | BOSTON | MA | 02108 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| HARVARD UNIVERSITY | ||||||||
| 1033 MASSACHUSETTS AVENUE SUITE 3 | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL | $25,000 | |
| TCC EMPLOYEE EDUCATION FUND | ||||||||
| 191 CLYDE ST | CHESTNUT HILL | MA | 02467 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| DANA FARBER CANCER (JIMMY FUND) | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $25,000 | |
| REHEARSAL FOR LIFE | ||||||||
| 670 CENTRE STREET STE 8 | JAMAICA PLAIN | MA | 02130 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| ASSOC AMERICAN RHODES SCHOLARS | ||||||||
| 8229 BOONE BLVD SUITE 240 | VIENNA | VA | 22182 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| BONNY EAGLE ALTERNATIVE EDUCATION | ||||||||
| 290 PARKER FARM ROAD | BUXTON | ME | 04093 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| MSPCA-ANGELL | ||||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| WBUR RADIO STATION FUND | ||||||||
| BOSTON UNIVERSITY 890 COMMONWEALTH | AVE 3RD FLOOR | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $10,000 |
| LEE ALBRIGHT SCHOLARSHIP | ||||||||
| 282-D NEWTON STREET | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| AMERICAN REPERTORY | ||||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| AMERICAN TRUST FOR OXFORD UNIVERSITY | ||||||||
| 8229 BOONE BLVD SUITE 240 | TUSCALOOSA | AL | 35401 | N/A | 501(C)(3) | GENERAL | $45,000 | |
| GILDER LEHRMAN INSTITUTE | ||||||||
| 49 WEST 45TH ST 2ND FLOOR | NEW YORK | NY | 10036 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| DANNYS PLACE | ||||||||
| 525 MASS AVE STE A | ACTON | MA | 01720 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| SAFE PASSAGE CAMINO SEGURO | ||||||||
| 81 BRIDGE STREET SUITE 104 | YARMOUTH | ME | 04096 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| BEACON HILL CIVIC ASSOCIATION | ||||||||
| 74 JOY STREET | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| HARVARD ART MUSEUM | ||||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| MATER CRISTI ANNUAL FUND | ||||||||
| 50 MANSFIELD AVENUE | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| FRIENDS OF LOBKOWICZ COLLECTIONS | ||||||||
| PO BOX 814 | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| WBUR RADIO STATION FUND | ||||||||
| BOSTON UNIVERSITY 890 COMMONWEALTH | AVE 3RD FLOOR | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $25,000 |
| JIMMY FUND WALK | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| ARNOLD ARBORETUM | ||||||||
| 241 PERKINS STREET J601 | JAMAICA PLAIN | MA | 02130 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| GREATER YELLOWSTONE COALITION | ||||||||
| 215 SOUTH WALLACE AVENUE | BOZEMAN | MT | 59715 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| WARRIOR SCHOLAR PROJECT | ||||||||
| 1012 14TH ST NW SUITE 1200 | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| SEARS HOUSE | ||||||||
| 42 BEACON STREET | BOSTON | MA | 02108 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| FIDELITY CHARITABLE GIFT FOUNDATION | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | 501(C)(3) | GENERAL | $7,000 | |
| HESTIA FUND | ||||||||
| PO BOX 770001 | CINNCINNATI | OH | 45277 | N/A | 501(C)(3) | GENERAL | $750 | |
| REVOLUTIONARY SPACES | ||||||||
| 310 WASHINGTON STREET | BOSTON | MA | 02108 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| BOSTON ATHENUM | ||||||||
| 105 BEACON STREET | BOSTON | MA | 02108 | N/A | 501(C)(3) | GENERAL | $50,000 | |
| DANA FARBER CANCER (JIMMY FUND) | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| MATER CRISTI ANNUAL FUND | ||||||||
| 50 MANSFIELD AVENUE | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| MATER CRISTI ANNUAL FUND | ||||||||
| 50 MANSFIELD AVENUE | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $20,000 | |
| KING STREET CENTER | ||||||||
| 87 KING STREET | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| CHAMPLAIGN COLLEGE | ||||||||
| 163 S WILLARD STREET | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $1,500 | |
| INTERVALE CENTER | ||||||||
| 180 INTERVALE DRIVE | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| SHELBURNE FARMS | ||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| LYRIC THEATER | ||||||||
| 7 GREEN TREE DRIVE | SOUTH BURLINGTON | VT | 05403 | N/A | 501(C)(3) | GENERAL | $1,500 | |
| BOYS AND GIRLS CLUB BURLINGTON | ||||||||
| 62 OAK ST | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| ECHO MUSEUM | ||||||||
| 1 COLLEGE STREET | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| RESCUE ME VERMONT | ||||||||
| 52 SCARFF AVE | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $500 | |
| YMCA GREATER BURLINGTON | ||||||||
| 266 COLLEGE STREET | BURLINGTON | VT | 05401 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| ST PAULS SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| APPLE ORCHARD SCHOOL | ||||||||
| 282 NEWTON ST | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| DEXTER SOUTHFIELD SCHOOL | ||||||||
| 20 NEWTON ST | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| DANA FARBER CANCER (JIMMY FUND) | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| BROOKLINE EDUCATION FOUNDATION | ||||||||
| 40 WEBSTER PL | BROOKLINE | MA | 02447 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| BOSTON MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| BOSTON CHILDRENS MUSEUM | ||||||||
| 308 CONGRESS ST | BOSTON | MA | 02110 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| NEW ENGLAND ZOO | ||||||||
| ONE FRANKLIN RD | BOSTON | MA | 02121 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| PRESIDENT AND FELLOWS HARVARD | ||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| WBUR RADIO STATION FUND | ||||||||
| BOSTON UNIVERSITY 890 COMMONWEALTH | AVE 3RD FLOOR | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $125,000 |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | GENERAL | $20,000 | |
| TEACH FOR AMERICA | ||||||||
| 315 W 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL | $25,000 | |
| PRESIDENT AND FELLOWS HARVARD | ||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| ST PAULS SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| MORE THAN WORDS | ||||||||
| 376 MOODY STREET | WALTHAM | MA | 02453 | N/A | 501(C)(3) | GENERAL | $35,000 | |
| TANZANIAN CHILDRENS FUND | ||||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| GRACE CHURCH SCHOOL | ||||||||
| 86 4TH AVE | NEW YORK | NY | 10003 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| JACKSON HOLE LAND TRUST | ||||||||
| 690 US 89 STE 101 | JACKSON | WY | 83001 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| BOSTON PUBLIC LIBRARY FUND | ||||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| ST JOSEPH NOTRE DAME HIGH SCHOOL | ||||||||
| 1011 CHESTNUT STREET | ALAMEDA | CA | 94501 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| GRAND TETON NATIONAL PARK FOUNDATION | ||||||||
| 115 E PEARL AVE 201 | JACKSON | WY | 83001 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| BEACON HILL VILLAGE | ||||||||
| 74 JOY STREET 3 | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| BOSTON BOOK FESTIVAL | ||||||||
| 32R ESSEX STREET SUITE 5 | CAMBRIDGE | MA | 02139 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| CODMAN ACADEMY FOUNDATION | ||||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| MADIERA SCHOOL | ||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| ROGERSON COMMUNITIES | ||||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| GARDNER MUSEUM | ||||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| PROUTS NECK HISTORICAL SOCIETY | ||||||||
| PO BOX 993 | SCARBOROUGH | ME | 04070 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| SCARBOROUGH LAND TRUST | ||||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH ST NW SUITE 110 W | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| MASS EYE & EAR | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| MASSASUCHETTS GENERAL HOSPITAL FUND | ||||||||
| 100 CAMBRIDGE STREET SUITE 1310 | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| BRIGHAM & WOMENS HOSPITAL | ||||||||
| 116 HUNTINGTON AVE 5TH FLORR | BOSTON | MA | 02116 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| PRESIDENT AND FELLOWS HARVARD | ||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL | $700,000 | |
| GILDER LEHRMAN INSTITUTE | ||||||||
| 49 WEST 45TH ST 2ND FLOOR | NEW YORK | NY | 10036 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| HENRY STREET | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| MAYDAY MEDICINES | ||||||||
| 442 5TH AVENUE 1648 | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,489,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,977 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $302,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,279,221 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,584,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,584,922 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LY TRAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SARGENT ST | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $11,680 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,840 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BIOGEN IDEC, INC | $18,908 | $611,680 |
| CHARTER COMMUNICATIONS INC NEW CL A | $39,233 | $685,540 |
| TEXAS INSTRUMENTS | $288,400 | $1,875,100 |
| MICROSOFT CORP | $330,203 | $5,479,500 |
| GOLDMAN SACHS GROUP INC | $306,114 | $1,717,860 |
| CANYON BALANCED FUND | $447,871 | $1,582,173 |
| JP MORGAN CHASE | $487,467 | $3,355,940 |
| JOHNSON & JOHNSON | $540,728 | $1,446,200 |
| ALPHABET INC (FORMERLY GOOGLE) | $601,155 | $7,602,418 |
| PAX8 - SERIES G-1 | $749,999 | $449,999 |
| JET2 PLC GBP | $781,355 | $1,980,300 |
| PAX 8 SERIES E PREFERRED STOCK | $1,500,000 | $1,108,800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANKING FEES | $627 | $0 | $0 |
| MARGIN INTEREST PAID | $121 | $121 | $0 |
| OFFICER FEES | $10,000 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LY TRAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SARGENT ST | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $25,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |