MARIA TOROK FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARIA TOROK FOUNDATION INC (EIN 22-3555424)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-01-16
- IRS object ID
- 202600169349100500
- Schema version
- 2024v5.5
- 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
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-16T10:49:01-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223555424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA TOROK FOUNDATION #0738518 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH LLP POB 514 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P JALKUT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6174392276 | PhoneNum |
| Signature | 2026-01-15 | 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) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
| 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 | $8,747,566 | 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 | $64,124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,124 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $688,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,538,089 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $677,213 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $849,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $838,796 | 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 | $19,519 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,639 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,880 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,004 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,001 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,703 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,509 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $348,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $348,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $439,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $371,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $409,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $770,200 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $347,428 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $592,340 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $592,340 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $776,091 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $950,899 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $952,753 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,175,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,165,837 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,954,646 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $250,838 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $250,709 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $247,327 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,550,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,960,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,747,566 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $100,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,450,667 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,860,285 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,550,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,960,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,550,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,960,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,550,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $409,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,960,522 | SubtotalAmt |
| Other Decreases | $237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,960,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SHARES OF QUALCOMM INC. | P | 2024-06-27 | 2025-04-28 | $29,486 | $39,178 | -$9,692 | -$9,692 |
| 100 SHARES OF QUALCOMM INC | P | 2024-06-27 | 2025-05-30 | $14,622 | $19,589 | -$4,967 | -$4,967 |
| 200 SHARES OF AMERICAN EXPRESS CO | P | 2005-05-09 | 2025-05-13 | $60,442 | $7,379 | $53,063 | $53,063 |
| 300 SHARES OF VISA, INC. | P | 2023-03-07 | 2025-05-13 | $107,145 | $67,025 | $40,120 | $40,120 |
| 100 SHARES OF AMERICAN EXPRESS CO | P | 2005-05-09 | 2025-08-18 | $30,701 | $3,689 | $27,012 | $27,012 |
| 1000 SHARES OF SCHLUMBERGER LTD | P | 2020-02-25 | 2025-08-18 | $33,202 | $39,441 | -$6,239 | -$6,239 |
| 600 SHARES OF SCHLUMBERGER LTD | P | 2004-01-23 | 2025-08-18 | $19,921 | $23,665 | -$3,744 | -$3,744 |
| 400 SHARES OF SCHLUMBERGER LTD | P | 2009-02-25 | 2025-08-18 | $13,281 | $15,776 | -$2,495 | -$2,495 |
| 550 SHARES OF WALMART, INC. | P | 2004-01-23 | 2025-04-22 | $52,059 | $8,960 | $43,099 | $43,099 |
| 50 SHARES OF WALMART, INC. | P | 2023-06-21 | 2025-04-22 | $4,733 | $896 | $3,837 | $3,837 |
| 500 SHARES OF MICROSOFT CORP | P | 2004-01-23 | 2025-07-08 | $248,021 | $12,303 | $235,718 | $235,718 |
| 500 SAHRES OF SPDR S&P DIVIDEND ETG | P | 2012-05-16 | 2025-01-14 | $65,333 | $27,380 | $37,953 | $37,953 |
| 500 SHARES OF SPDR S&P DIVIDEND ETF | P | 2013-02-08 | 2025-01-14 | $65,333 | $31,329 | $34,004 | $34,004 |
| 50 ISHARES RUSSELL 2000 ETF | P | 2009-05-14 | 2025-01-14 | $10,939 | $3,744 | $7,195 | $7,195 |
| 1500 SAHRES OF ISHARES S&P MIDCAP 400 INDEX FUND CORE MID-CAP ETF | P | 2007-01-26 | 2025-01-14 | $94,160 | $24,558 | $69,602 | $69,602 |
| 2500 SHARES OF ISHARES S&P MIDCAP 400 INDEX FUND CORE MID-CAP ETF | P | 2007-10-05 | 2025-01-14 | $156,933 | $45,469 | $111,464 | $111,464 |
| 1000 SHARES OF ISHARES S&P MIDCAP 400 INDEX FUND CORE MID-CAP ETF | P | 2007-01-26 | 2025-04-28 | $56,778 | $16,372 | $40,406 | $40,406 |
| 175000 SHARES OF UNITED STATES TREASURY NTS | P | 2022-11-18 | 2024-10-31 | $175,000 | $174,754 | $246 | $246 |
| 100000 SHARES OF UNITED STATES TREASURY NOTES | P | 2022-11-30 | 2024-12-02 | $100,000 | $99,941 | $59 | $59 |
| 100000 SHARES OF UNITED STATES TREASURY NOTES | P | 2023-06-26 | 2025-06-30 | $100,000 | $99,953 | $47 | $47 |
| 100000 SHARES OF UNITED STATES TREASURY NOTES | P | 2023-07-31 | 2025-06-30 | $100,000 | $99,475 | $525 | $525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $677,213 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,778 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,778 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $1,036 | OverpaymentAmt |
| Applied To ES Tax | $1,036 | 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 | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS P JALKUT | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROL J TSAO | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | VICE-PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| JULIA S COSENTINO | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | TREAS./DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN P DOUGHERTY | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | VICE-PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFFREY W ROBERTS | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | CLERK/DIRECTOR | 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 |
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 | $7,805,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $627,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,432,623 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,432,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,306,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $415,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $415,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,706 | TotalTaxAmt |
| Distributable Before Adj | $404,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $404,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $404,601 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $371,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $371,210 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $404,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $313,385 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $371,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $313,385 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,825 | 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 | $346,776 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CONTRACT BRIDGE LEAGUE EDUCATIONAL FOUNDATION | |||||||
| 6575 WINDCHASE BLVD | HORN LAKE | MS | 38637 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $3,000 |
| BOSTON SENIOR HOME CARE | |||||||
| 89 SOUTH ST SUITE 501 | BOSTON | MA | 02111 | N/A | PUBLIC | TO SUPPPORT THE WORK OF THE ORGANIZATION | $20,000 |
| BRAZILIAN WORKER CINETER | |||||||
| 14 HARVARD AVE 2 | ALLSTON | MA | 02134 | NONE | PUBLIC | TO SUPPORT THE WORK OF THE MASSACHUSETTS IMMIGRANT COLLABORATIVE. | $10,000 |
| CAMBRIDGE COMMUNITY CENTER | |||||||
| 5 CALLENDER STREET | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S MENTAL HEALTH ACCESS PROGRAM | $15,000 |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATION | |||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S PROGRAMS FOR OLDER ADULTS | $15,000 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $25,000 |
| DE NOVO CENTER FOR JUSTICE AND HEALING | |||||||
| 47 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $30,000 |
| FRIENDSHIP WORKS INC | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $25,000 |
| HEARTH INC | |||||||
| 1640 WASHINGTON ST | BOSTON | MA | 02118 | NONE | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $15,000 |
| IMMIGRANT LEARNING CENTER | |||||||
| 442 MAIN STREET | MALDEN | MA | 02148 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $20,000 |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY | |||||||
| 2 PARK PLAZA STE 314 | BOSTON | MA | 02116 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $20,000 |
| MAB COMMUNITY SERVICES INC | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S MABVI DIVISION | $15,000 |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH | |||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S PROGRAMS FOR OLDER ADULT BEHAVIORAL HEALTH | $20,000 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S PROGRAMS FOR OLDER ADULTS | $40,000 |
| RIVERSIDE COMMUNITY CARE | |||||||
| 270 BRIDGE STREET SUITE 301 | DEDHAM | MA | 02026 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S MINDWISE PROGRAM AND ITS SIGNS OF SUICIDE PROGRAM | $15,000 |
| SAMARITANS INC | |||||||
| 41 WEST ST FL 4 | BOSTON | MA | 02111 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION'S SUICIDE PREVENTION PROGRAMS | $15,000 |
| SCIENCE CLUB FOR GIRLS | |||||||
| 210 BROADWAY | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $10,000 |
| SOMERVILLE-CAMBRIDGE ELDER SERVICES | |||||||
| 61 MEDFORD STREET | SOMERVILLE | MA | 02143 | N/A | PUBLIC | TO SUPPORT THE WORK OF THE ORGANIZATION | $15,000 |
| SOUTHWEST BOSTON SENIOR SERVICES INC | |||||||
| 555 AMORY ST | JAMAICA PLAIN | MA | 02130 | N/A | PUBLIC | TO SUPPORT OF THE WORK OF THE AGEWELL PROGRAM | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $348,000 | 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 | $64,124 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $688,078 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $849,661 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $849,661 | 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 PREP FEE | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $250,709 | EOYBookValueAmt |
| EOYFMV | $247,327 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SHS OF FEDEX CORP | $31,520 | $117,905 |
| 500 SHS OF CHARLES SCHWAB CORP | $22,345 | $47,735 |
| 900 SHS OF AMERICAN EXPRESS CO | $39,701 | $298,944 |
| 350 SHS OF PROCTER & GAMBLE CO | $56,099 | $53,778 |
| 1050 SHS OF VISA, INC. | $155,064 | $358,449 |
| 1000 SHS OF BJS WHSL CLUB HLDGS INC. CM | $73,909 | $93,250 |
| 2450 SHS OF WALMART, INC. | $39,589 | $252,497 |
| 1000 SHS OF ABBVIE INC. | $21,068 | $231,540 |
| 300 SHS OF ZOETIS INC. CLASS A | $58,841 | $43,896 |
| 2000 SHS OF ABBOTT LABORATORIES | $38,855 | $267,880 |
| 525 SHS OF STRYKER CORP | $176,414 | $194,077 |
| 500 SHS OF MCDONALD'S CORP | $31,548 | $151,945 |
| 1700 SHS OF CARRIER GLOBAL CORP | $13,786 | $101,490 |
| 850 SHS OF OTIS WORLDWIDE CORP | $20,670 | $77,716 |
| 1700 SHS OF RAYTHEON TECHNOLOGIES CORP | $45,992 | $284,461 |
| 1500 SHS OF MICROSOFT CORP | $38,126 | $776,925 |
| 4000 SHS OF ALPHABET, INC.- CLASS A | $45,016 | $972,400 |
| 900 SHS OF AMAZON,COM INC. | $157,454 | $197,613 |
| 700 SHS OF DANAHER CORP | $15,240 | $138,782 |
| 1500 SHS OF EXXON MOBIL CORPORATION | $61,635 | $169,125 |
| 250 SHS OF PHILLIPS 66 | $25,359 | $34,005 |
| 100 SHS OF QUALCOMM INC. | $16,751 | $16,636 |
| 400 SHS OF TEXAS INSTRUMENTS INC. | $69,889 | $73,492 |
| 1850 SHS OF APPLE, INC. | $77,718 | $471,066 |
| 8000 SHS OF ISHARES S&P MIDCAP 400 INDEX FUND CORE MID-CAP ETF | $118,726 | $522,080 |
| 1000 SHS OF ISHARES COHEN & SHEERS REALTY MAJORS INDEX FUND REIT ETF | $29,224 | $61,620 |
| 1000 SHS OF FINANCIAL SELECT SECTOR SPDR FUND | $19,625 | $53,870 |
| 300 SHS OF TECHNOLOGY SELECT SECTOR SPDR FUND | $66,033 | $84,558 |
| 3000 SHS OF UTIITIES SELECT SECTOR SPDR FUND | $122,422 | $261,630 |
| 250 SHS OF MEDTRONIC PLC | $19,238 | $23,810 |
| 2000 SHS OF SHELL PLC SPON ADS | $91,827 | $143,060 |
| 500 SHS OF GALLAGHER ARTHUR J & CO COM | $166,312 | $154,870 |
| 800 SHS OF APTAR GROUP, INC. | $126,121 | $106,928 |
| 625 SHS OF NVIDIA CORP | $73,720 | $116,613 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $950,899 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $952,753 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $19,519 | LegalFeesAmt |
| Net Investment Income | $14,639 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,880 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $237 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA FORM PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEE | CategoryTxt |
| Amt | $60,005 | Amt |
| Net Investment Income | $45,004 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,001 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $176 | $176 | $0 |
| 990PF TAXES | $10,036 | $7,527 | $2,509 |