EDWARD PAYSON GEORGE CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD PAYSON GEORGE CHARITABLE TRUST (EIN 01-6162330)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-03-13
- IRS object ID
- 201540729349100604
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-13T09:27:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016162330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD PAYSON GEORGE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6173064917 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 140334 CHARLES STREET STATION | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR E STROUT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173064917 | PhoneNum |
| Signature | 2015-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2015-03-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,408,410 | 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 | $367,975 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,008 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,008 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,727 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $327,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,015,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $327,856 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $810,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,591 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,890 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,890 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,687 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $629 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $224 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $405 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,037,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,037,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,076,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,063,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$266,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $431,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,525,959 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,253,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,253,662 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,465,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,492,166 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,492,166 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $357,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $346,738 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $346,738 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $369,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $315,844 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $315,844 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,717,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,408,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,408,410 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,717,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,408,410 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,717,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,408,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,717,763 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,408,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,717,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$266,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,451,317 | SubtotalAmt |
| Other Decreases | $42,907 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,408,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $999,984 | $687,237 | $312,747 | $312,747 | |||
| BRADFORD GORDON MASTER L.P. | $100 | $100 | $100 | D | 2008-03-01 | 2014-03-06 | |
| CAPITAL GAINS DIVIDENDS | $15,009 | $15,009 | $15,009 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $327,856 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $828,489 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,628,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.147198 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $864,006 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,890,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.146678 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $638,267 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,346,333 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100573 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $600,539 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,639,982 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.129427 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $270,303 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,903,525 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142001 | DistributionYr5Rt |
| Total Distribution | 0.665877 | TotalDistributionRt |
| Average Distribution | 0.133175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,479,641 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $729,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,318 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $734,069 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,063,795 | 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 | $4,318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,120 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,198 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 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 | ARTHUR E STROUT | IndividualWithBooksNm |
| Phone | 6173064917 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 140334 CHARLES STREET STATION | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR E STROUT | ||||||||
| BOX 140334 CHARLES ST STATION | BOSTON | MA | 02114 | TRUSTEE | 1.00 | $15,000 | $0 | $0 |
| PAUL E LYNCH MD | ||||||||
| BOX 140334 CHARLES ST STATION | BOSTON | MA | 02114 | TRUSTEE | 1.00 | $15,000 | $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 | $4,173,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,389,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,563,087 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,563,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,479,641 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,982 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,982 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,318 | TotalTaxAmt |
| Distributable Before Adj | $269,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $269,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $269,664 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,063,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,063,795 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,318 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,059,477 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $269,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $176,106 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $370,761 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $324,233 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $572,480 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $553,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,996,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,063,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $269,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $794,131 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,790,978 | 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 | $176,106 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,614,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $370,761 | ExcessFromYear4Amt |
| Excess From Year3 | $324,233 | ExcessFromYear3Amt |
| Excess From Year2 | $572,480 | ExcessFromYear2Amt |
| Excess From Year1 | $553,267 | ExcessFromYear1Amt |
| Excess From Current Year | $794,131 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ARTHUR E STROUT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 140334 CHARLES STREET STATION | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173064917 | RecipientPhoneNum |
| Recipient Email Address | CALAES701@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PROVIDE A LETTER DETAILING THE PURPOSE AND AMOUNT OF GRANT ALONG WITH VERIFICATION OF 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS ACTION COMMITTEE OF MASSACHUSETTS | |||||||
| 75 AMORY STREET | BOSTON | MA | 02119 | N/A | PC | HEALTH | $387,500 |
| BEACON HILL CIVIC ASSOCIATION | |||||||
| 74 JOY STREET | BOSTON | MA | 02114 | N/A | PC | COMMUNITY SERVICES | $2,500 |
| BEACON HILL VILLAGE | |||||||
| 74 JOY STREET | BOSTON | MA | 02114 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| COMMUNITY MUSIC CENTER OF BOSTON | |||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | N/A | PC | EDUCATION | $5,000 |
| FENWAY COMMUNITY HEALTH CENTER INC | |||||||
| 1340 BOYLSTON STREET | BOSTON | MA | 02215 | N/A | PC | HEALTH CARE | $452,500 |
| HALEY HOUSE INC | |||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| SOUTH END COMMUNITY HEALTH CENTER | |||||||
| 1601 WASHINGTON STREET | BOSTON | MA | 02118 | N/A | PC | HEALTH CARE | $175,000 |
| HOUSING ASSISTANCE CORP | |||||||
| 460 WEST MAIN STREET | HYANNIS | MA | 02601 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,037,500 | 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 | $16,008 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $327,856 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $442,394 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $442,394 | 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 | EP GEORGE TRUST FBO WILLIAM A FANDR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 PINCKNEY STREET 701 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $367,975 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,780 | Amt |
| Net Investment Income | $1,890 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,890 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY INVESTMENTS | BondNm |
| EOY Book Value | $346,738 | EOYBookValueAmt |
| EOYFMV | $346,738 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $3,492,166 | EOYBookValueAmt |
| EOYFMV | $3,492,166 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $315,844 | BookValueAmt |
| EOYFMV | $315,844 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $42,907 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $70 | $0 | $70 |
| OFFICE EXPENSES | $559 | $224 | $335 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,687 | $1,687 | $0 |
| FEDERAL EXCISE TAX | $3,219 | $0 | $0 |