DOROTHY HARRISON EGAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY HARRISON EGAN FOUNDATION (EIN 57-1191002)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-05-14
- IRS object ID
- 201531349349100523
- Schema version
- 2013v4.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T08:32:19-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201063009 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Liscombe & Parrella PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 A Main St P O Box 105 | AddressLine1 |
| City | Medway | City |
| State | MA | State |
| ZIP Code | 02053 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571191002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dorothy Harrison Egan Foundation | BusinessNameLine1 |
| Business Name Line2 | C/O Gilmore Rees & Carlson PC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 5085202200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 Walnut Street | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Claire Graves | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5082289868 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eugene R Liscombe | PreparerPersonNm |
| PTIN | P00594042 | PTIN |
| Phone | 5085202728 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $8,564,715 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,298,427 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,738,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,298,427 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,360,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,360,817 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,884 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $27,884 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,086 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,736 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $350 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,096 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,651 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,574 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,541 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,058 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,102,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,335,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$10 | CashEOYAmt |
| Cash EOYFMV | -$10 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,825 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,058,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,264,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,470,521 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,148,662 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,064,778 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,974,379 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $3,086,666 | LandBldgInvestmentsBOYAmt |
| Total Assets BOY | $5,346,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,448,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,564,715 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,346,333 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,448,755 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,346,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,448,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,346,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,448,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,346,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,102,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,448,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,448,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $271,700 | $230,700 | $41,000 | $41,000 | ||
| Land | P | $6,400,000 | $3,209,556 | $3,190,444 | $3,190,444 | 2007-08-16 | 2014-08-22 |
| Capital Gains Dividends | P | $66,983 | $66,983 | $66,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,298,427 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $294,827 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,235,786 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069604 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,742 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,253,083 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048375 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $175,817 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,376,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040175 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,369 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,068,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021381 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $228,563 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,370,485 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052297 | DistributionYr5Rt |
| Total Distribution | 0.231832 | TotalDistributionRt |
| Average Distribution | 0.046366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,594,689 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $166,671 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,353 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $200,024 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,912 | 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 | $33,353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,690 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $31,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $33,690 | TotalPaymentsAndCreditsAmt |
| Overpayment | $337 | OverpaymentAmt |
| Applied To ES Tax | $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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Claire Graves | IndividualWithBooksNm |
| Phone | 5082289868 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 North Point Fishers Landing | AddressLine1 |
| City | Nantucket | City |
| State | MA | State |
| ZIP Code | 02554 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Claire Graves | ||||||||
| PO Box 3347 | Nantucket | MA | 02584 | Trustee | 5.00 | $5,000 | $0 | $0 |
| Denis H Gazaille | ||||||||
| 3B Trotters Lane | Nantucket | MA | 02554 | Trustee | 0.50 | $0 | $0 | $0 |
| William J Rees | ||||||||
| 70 Walnut Street | Wellesley | MA | 02481 | Trustee | 0.50 | $0 | $0 | $0 |
| Georgia A Snell | ||||||||
| P O Box 297 | Nantucket | MA | 02554 | Trustee | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,543,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,649,430 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,649,430 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,594,689 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,353 | TotalTaxAmt |
| Distributable Before Adj | $146,381 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,381 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,381 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,912 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,353 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,381 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $106,880 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $106,880 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20,349 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Claire D Graves | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 3366 | AddressLine1 |
| City | Nantucket | City |
| State | MA | State |
| ZIP Code | 02584 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5082289868 | RecipientPhoneNum |
| Form And Info And Materials | Written request. (a) Basic contact information (b)High school or college transcript (c) Standardized test scores (d) Description of health care studies to be pursued (e) Letter of recommemdation from instructor | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Late winter, early spring | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to qualified canadidates studying health and health care related subjects in college, medical school, or other schools offering courses of study in these fields. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| American International College | |||||||||||
| 1000 State St | Springfield | MA | 01109 | None | Public Charity | Scholarship for Shantoi Usher | $4,000 | ||||
| Anna Maria College | |||||||||||
| 50 Sunset Lane | Paxton | MA | 01612 | None | Public Charity | Scholarship for Carla Chavez | $5,000 | ||||
| Boston University | |||||||||||
| Commonwealth Ave | Boston | MA | 02215 | None | Public Charity | Scholarship for Allan Travaglione | $4,000 | ||||
| Bunker Hill Community College | |||||||||||
| 250 Rutherford Ave | Charlestown | MA | 02129 | None | Public Charity | Scholarship for Kathy Tejada | $1,560 | ||||
| Center for Breast Feeding | |||||||||||
| 327 Quaker Meeting House Road | East Sandwich | MA | 02537 | None | Public Charity | Scholarship for Donna Muhr | $1,000 | ||||
| College of the Atlantic | |||||||||||
| 105 Eden Street | Bar Harbor | ME | 04609 | None | Public Charity | Scholarship for Caroline Powers | $4,000 | ||||
| Elder Services of Cape Cod and Islands Inc | |||||||||||
| 144 Orange Street | Nantucket | MA | 02554 | None | Public Charity | Meals on Wheels | $35,000 | ||||
| Hibbing Community College | |||||||||||
| 1515 E 25th Street | Hibbing | MN | 55746 | None | Public Charity | Scholarship for Adele Yelverton | $4,411 | ||||
| Maria Lamb Fund | |||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | None | Public Charity | General fund | $10,000 | ||||
| MCPHS University | |||||||||||
| 179 Longwood Avenue | Boston | MA | 02115 | None | Public Charity | Scholarship for Sophia Civitarese | $5,000 | ||||
| Merrimack College | |||||||||||
| 315 Turnpike St | North Andover | MA | 01845 | None | Public Charity | Scholarship for Colton Robinson | $4,000 | ||||
| Northeastern University | |||||||||||
| 26 Tavern Road | Boston | MA | 02115 | None | Public Charity | Scholarship for Caitlin O'Hearn | $7,000 | ||||
| Palliative Care | |||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | None | Public Charity | General | $10,000 | ||||
| Pro EMS Center for Medics | |||||||||||
| 31 Smith Place | Cambridge | MA | 02138 | None | Public Charity | Scholarship for Ryan Webb | $9,000 | ||||
| Regis College | |||||||||||
| 235 Wellesley Street | Weston | MA | 02493 | None | Public Charity | Scholarship for Shawn Hennessy | $8,000 | ||||
| Regis College | |||||||||||
| 235 Wellesley Street | Weston | MA | 02493 | None | Public Charity | Scholarship for Therese Robishaw | $8,243 | ||||
| Sacred Heart University | |||||||||||
| 5151 Park Ave | Fairfield | CT | 06825 | None | Public Charity | Scholarship for Tiffany Balling | $4,000 | ||||
| Sacred Heart University | |||||||||||
| 5151 Park Ave | Fairfield | CT | 06825 | None | Public Charity | Scholarship for Ashley Wilson | $4,000 | ||||
| Salve Regina University | |||||||||||
| 100 Ochre Point Avenue | Newport | RI | 02840 | None | Public Charity | Scholarship for Kaitlyn Clinger | $6,000 | ||||
| St Joseph's College | |||||||||||
| 206 Prospect Ave | Syracuse | NY | 13203 | None | Public Charity | Scholarship for Charlene Chadwick | $2,640 | ||||
| University College Dublin | |||||||||||
| None | Public Charity | Scholarship for Grace MacLellan | $14,000 | Belfield | Dublin | Dublin | EI | ||||
| University of MA Amherst | |||||||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship foor Kathryn Forth | $4,000 | ||||
| University of MA Dartmouth | |||||||||||
| 285 Old Westport Road | North Dartmouth | MA | 02747 | None | Public Charity | Scholarship for Shradha Ko | $4,000 | ||||
| University of MA | |||||||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for DuVaughn Beckford | $8,000 | ||||
| University of MA | |||||||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for Madison R. Duce | $4,000 | ||||
| University of New Hampshire | |||||||||||
| 105 Main Street | Durham | NH | 03824 | None | Public Charity | Scholarship for Joelle Viere | $4,000 | ||||
| University of Rhode Island | |||||||||||
| Upper College Road | Kingston | RI | 02881 | None | Public Charity | Scholarship for Jason Foster | $5,000 | ||||
| University of Vermont | |||||||||||
| 85 South Prospect Street | Burlington | VT | 05401 | None | Public Charity | Scholarship for Alexa Crosby | $5,000 | ||||
| World Medicine Institute | |||||||||||
| 1073 Hind Iuka Dr | Honolulu | HI | 96821 | None | Public Charity | Scholarship for Amber Garrison | $4,000 | ||||
| Xavier University | |||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | None | Public Charity | Scholarship for Megan Cranston | $4,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,854 | 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 | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,298,427 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,360,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,360,817 | 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 | Tax Return Prep | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Publicly traded corporate bonds | BondNm |
| EOY Book Value | $4,064,778 | EOYBookValueAmt |
| EOYFMV | $3,974,379 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly traded corporate stock | StockNm |
| EOY Book Value | $4,264,162 | EOYBookValueAmt |
| EOYFMV | $4,470,521 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $27,884 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,884 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising expense | $1,411 | $0 | $1,411 |
| Office expense | $163 | $0 | $163 |
| Telephone | $328 | $328 | $0 |
| Insurance | $526 | $526 | $0 |
| Utilities | $797 | $797 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fee | $16,736 | $16,736 | $0 |
| Survey | $350 | $0 | $350 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Real Estate Tax | CategoryTxt |
| Amt | $7,096 | Amt |
| Net Investment Income | $7,096 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |