THE JOHN AND MARY CORCORAN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN AND MARY CORCORAN FAMILY FOUNDATION (EIN 04-6689934)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-08
- IRS object ID
- 201402819349100110
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-08T15:03:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043442418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOSULE BUTKUS & JESSON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 ADAMS STREET | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046689934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND MARY CORCORAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7818490014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 GRANDVIEW ROAD 207 NO 207 | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M CORCORAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7818490014 | PhoneNum |
| Signature | 2014-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES L OSLIN CPA | PreparerPersonNm |
| PTIN | P00447677 | PTIN |
| Phone | 6176983950 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,207,890 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,410,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,379,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,449,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,755,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,449,444 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,369,895 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,369,895 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,230,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,198,775 | 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 |
| Legal Fees Rev And Expnss | $22,878 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,863 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,717 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,215 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $620,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $349,686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $255,076 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $285,632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,223 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $953,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $367,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $255,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,982,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,982,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,936,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $367,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,237,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,293,537 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,831,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000,289 | CashBOYAmt |
| Cash EOY | $2,160,542 | CashEOYAmt |
| Cash EOYFMV | $2,160,542 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $10,143,390 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $11,413,527 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $10,143,390 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $10,143,390 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,676 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $50,676 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $50,676 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $66,665,218 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $72,260,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,853,282 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $18,004 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $79,099,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,615,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,207,890 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $107,287 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $329,370 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $107,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $329,370 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $78,992,427 | UnrestrictedBOYAmt |
| Unrestricted EOY | $84,285,964 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,992,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,285,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,099,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,615,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,992,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,293,537 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $84,285,964 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $84,285,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PASSTHROUGH | P | $2,402,013 | $2,339,219 | $62,794 | $62,794 |
| CITI | P | $3,317,996 | $3,304,788 | $13,208 | $13,208 |
| CITI | P | $420,220 | $390,742 | $29,478 | $29,478 |
| CITI | P | $8,665,888 | $8,799,547 | -$133,659 | -$133,659 |
| CITI | P | $15,876,588 | $13,174,592 | $2,701,996 | $2,701,996 |
| BNY MELLON...8000 | P | $5,744,245 | $5,574,816 | $169,429 | $169,429 |
| BNY MELLON...8030 | P | $287,313 | $242,080 | $45,233 | $45,233 |
| BNY MELLON...8040 | P | $20,488 | $19,955 | $533 | $533 |
| BNY MELLON...8000 | P | $289,674 | $290,319 | -$645 | -$645 |
| BNY MELLON...8030 | P | $6,430 | $6,441 | -$11 | -$11 |
| BNY MELLON...8030 | P | $18,423 | $18,423 | $0 | $0 |
| BNY MELLON...8000 | P | $6,343,044 | $5,883,608 | $459,436 | $459,436 |
| BNY MELLON...8040 | P | $289,990 | $248,950 | $41,040 | $41,040 |
| BNY MELLON...8000 | P | $12,529 | $12,529 | $0 | $0 |
| BNY MELLON...8000 | P | $779,133 | $750,000 | $29,133 | $29,133 |
| BNY MELLON...8000 | P | $281,479 | $250,000 | $31,479 | $31,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,449,444 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,103,125 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $84,705,452 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048440 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,753,442 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,305,956 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051911 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,204,181 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $72,825,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030267 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,516,377 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $60,504,476 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025062 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,993,329 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,487,251 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.137592 | DistributionYr5Rt |
| Total Distribution | 0.293272 | TotalDistributionRt |
| Average Distribution | 0.058654 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $87,238,869 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,116,909 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88,313 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,205,222 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,237,609 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $176,626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $176,626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $176,626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $160,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $224,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $72 | EsPenaltyAmt |
| Overpayment | $47,302 | OverpaymentAmt |
| Applied To ES Tax | $47,302 | 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 | JOHN M CORCORAN JR TRUSTEE | IndividualWithBooksNm |
| Phone | 7818490011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 GRANDVIEW ROAD SUITE 207 | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN M CORCORAN JR | ||||||||
| 100 GRANDVIEW ROAD SUITE 207 | BRAINTREE | MA | 02184 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS M CORCORAN | ||||||||
| 100 GRANDVIEW ROAD SUITE 207 | BRAINTREE | MA | 02184 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BOSTON FOUNDATION (FORMERLY TPI) | |||||
| 420 BOLYSTON STREET | BOSTON | MA | 02116 | PHILANTHROPIC SERVICES | $255,076 |
| CITIGROUP GLOBAL MKTS INC | |||||
| 111 WALL STREET 3RD FLOOR | NEW YORK | NY | 10005 | INVESTMENT ADVISORY SERVICES | $230,430 |
| BNY MELLON WEALTH MANAGEMENT | |||||
| 131 SANTILLI HWY | EVERETT | MA | 02149 | INVESTMENT ADVISORY SERVICES | $113,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,648,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,005,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,913,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,567,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,567,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,328,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,238,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,361,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,361,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $176,626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $176,626 | TotalTaxAmt |
| Distributable Before Adj | $4,185,317 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,185,317 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,185,317 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,237,609 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,237,609 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,237,609 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,185,317 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,286,935 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $218,718 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,505,653 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,237,609 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,237,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $947,708 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $947,708 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $557,945 | 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 | $339,227 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $218,718 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $218,718 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| SOCIETY OF THE SACRED HEART | ||||||||
| 860 BEACON STREET | NEWTON CENTER | MA | 02459 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $3,500 | |
| BOSTON COLLEGE HIGH SCHOOL | ||||||||
| 150 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | NONE | EDUCATIONAL INSTITUT | SCHOLARSHIP FUNDSGENERAL PURPOSE | $17,400 | |
| CATHEDRAL GRAMMAR SCHOOL | ||||||||
| 595 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | EDUCATIONAL INSTITUT | GENERAL PURPOSE | $25,247 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 260 FRANKLIN STREET SUIT 630 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SCHOLARSHIP FUND | $125,000 | |
| OUR LADY OF PERPETUAL HELP | ||||||||
| 84 ST ALPHONSUS STREET | ROXBURY | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $93,682 | |
| SOUTH BOSTON ACADEMY | ||||||||
| 866 EAST BROADWAY | SO BOSTON | MA | 02127 | NONE | EDUCATIONAL INSTITUT | GENERAL PURPOSE | $63,173 | |
| ST FRANCIS HOUSE | ||||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| ST PATRICK SCHOOL | ||||||||
| 131 MOUNT PLEASANT AVENUE | ROXBURY | MA | 02119 | NONE | EDUCATIONAL INSTITUT | GENERAL PURPOSE | $61,408 | |
| THE BOSTON FOUNDATION (THE PHILANTHROPIC INITIATIVEINC) | ||||||||
| 420 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY (04-2 | GENERAL PURPOSE | $2,478,123 | |
| MARIBETH MERRIGAN PATIENT ASSISTANCE FUND | ||||||||
| THE BROOKLINE PLACE WEST 6TH FL | BROOKLINE | MA | 02445 | NONE | MEDICAL INSTITUTION | GENERAL PURPOSE | $10,000 | |
| CARITAS COMMUNITIES | ||||||||
| 25 BRAINTREE HILL OFFICE PARK STE | BRAINTREE | MA | 02184 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | 206 |
| FATHER BILL'S PLACE | ||||||||
| 38 BROAD STREET | QUINCY | MA | 02169 | NONE | PUBLIC CHARITY | GERNERAL PURPOSE | $20,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| MILTON PUBLIC LIABRARY | ||||||||
| 476 CANTON AVENUE | MILTON | MA | 02186 | NONE | PUBLIC LIABRARY | PUBLIC LIABRARY | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,982,533 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,410,688 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 34 | ExclusionCd |
| Exclusion | $3,369,895 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,449,444 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,230,027 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,230,027 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $20,717 | Amt |
| Net Investment Income | $6,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARKETABLE SECURITIES | FMV | $60,645,620 | $65,491,344 |
| REAL ESTATE ENTITIES | FMV | $11,615,106 | $16,361,938 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $22,878 | LegalFeesAmt |
| Net Investment Income | $6,863 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE FEDERAL EXCISE TAXES | Desc |
| BOY Book Value | $18,004 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATIONAL COSTS | Desc |
| Revenue And Expenses Per Books | $4,223 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,223 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WEYMOUTH COMMONS | -$43,441 | -$43,441 | -$43,441 |
| STRATTON HILL ASSOC. LLC | $2,555 | $2,555 | $2,555 |
| MARKS CHURCH COMMONS | $8,528 | $8,528 | $8,528 |
| STEVENS CREEK COMMONS, LLC | -$13,099 | -$13,099 | -$13,099 |
| CORCORAN STEVENS LLC | -$80,819 | -$80,819 | -$80,819 |
| TRIBUNE ASSOC LLC | $3,602,064 | $3,602,064 | $3,602,064 |
| HUNTERS RUN LLP | -$3,785 | -$3,785 | -$3,785 |
| SAUGUS COMMONS | $142,662 | $142,662 | $142,662 |
| SHREWSBURY COMMONS | -$545,935 | -$545,935 | -$545,935 |
| SHREWSBURY CONSERVATIVE | -$1,569 | -$1,569 | -$1,569 |
| NEWHALL HOLDINGS LLC | $96,220 | $96,220 | $96,220 |
| ADAMS VILLAGE | $69,844 | $69,844 | $69,844 |
| CORCORAN SWEENEY LLC | -$8,082 | -$8,082 | -$8,082 |
| CORCORAN MEADOWS | -$22,025 | -$22,025 | -$22,025 |
| ACADEMY ASSOC LLC | $15,904 | $15,904 | $15,904 |
| JMC CO. LLC | $198,124 | $198,124 | $198,124 |
| CRP OPPORTUNITIES FUND L.P. | $9,569 | $9,569 | $9,569 |
| BNY MELLON PRIVATE EQUITY FUND VII LP | -$3,577 | -$3,577 | -$3,577 |
| PRIVATE EQUITY OPP PPV ONSHORE FF | -$36,634 | -$36,634 | -$36,634 |
| BTO ONSHORE FF LP | -$3,201 | -$3,201 | -$3,201 |
| ISHARES S&P GSCI COMMODITY INDEX | -$13,408 | -$13,408 | -$13,408 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $107,287 | $235,908 |
| ACCRUED FEDERSL EXCISE TAX | $0 | $93,462 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $344,181 | $344,181 | $0 |
| REVIEW AND TAX | $21,250 | $5,505 | $0 |
| PHILANTHROPIC SERVICES | $255,076 | $0 | $255,076 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOVERNMENT EXCISE AND FEES | CategoryTxt |
| Amt | $285,632 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |