TREMBLAY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TREMBLAY FAMILY FOUNDATION (EIN 20-6070260)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-16
- IRS object ID
- 202610479349100616
- Schema version
- 2025v4.0
- 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
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-16T10:08:23-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206070260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tremblay Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREM | BusinessNameControlTxt |
| Phone | 6176455969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 Phillips Street | AddressLine1Txt |
| City | Marblehead | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer L Williamson | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5083584923 | PhoneNum |
| Signature | 2026-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2026-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $5,863,196 | 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 | $11,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,212,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,353 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $263,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,916 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,299 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,170 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | 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 | $41,158 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,767 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166,485 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $160,626 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,626 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $478,137 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $478,137 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,745,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,745,519 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $478,914 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $478,914 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,342,723 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,509,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,863,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,863,196 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,509,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,863,196 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,509,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,863,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,509,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,863,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,509,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,392,730 | OtherIncreasesAmt |
| Subtotal | $5,863,196 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,863,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $2,191,995 | $2,086,153 | $105,842 | $105,842 |
| Capital Gains Dividends | P | $20,511 | $20,511 | $20,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,353 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $765 | OverpaymentAmt |
| Applied To ES Tax | $765 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer L Williamson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176455969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 Phillips Street | AddressLine1Txt |
| City | Marblehead | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Gene R Tremblay | ||||||||
| 49 Phillips Street | Marblehead | MA | 01945 | Trustee | 0.00 | $0 | $0 | $0 |
| Susan C Tremblay | ||||||||
| 49 Phillips Street | Marblehead | MA | 01945 | Trustee | 0.00 | $0 | $0 | $0 |
| Matthew G Tremblay | ||||||||
| 905 Willow Drive | Jackson | WY | 83001 | Trustee | 0.00 | $0 | $0 | $0 |
| Jennifer L Williamson | ||||||||
| 49 Phillips Street | Marblehead | MA | 01945 | Trustee | 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 | $5,386,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,668,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,668,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,583,824 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,235 | TotalTaxAmt |
| Distributable Before Adj | $275,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $275,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $275,956 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,590 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,590 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $256,356 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $256,356 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,234 | 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 | $263,722 | 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) |
|---|---|---|
| Contributing Manager | Gene R Tremblay | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| All Sentient Beings | |||||||
| 268 Walnut Street | Lynn | MA | 01905 | N/A | PC | General Purpose | $2,000 |
| ASU Foundation | |||||||
| PO Box 2260 | Tempe | AZ | 85280 | N/A | PC | General Purpose | $3,000 |
| Bridger Teton Avalanche Center | |||||||
| PO Box 424 | Teton Village | WY | 83014 | N/A | PC | General Purpose | $5,000 |
| Brooksby Village Inc | |||||||
| 100 Brooksby Village Drive | Peabody | MA | 01960 | N/A | PC | End of Life Fund & Staff Scholarship Fund | $4,000 |
| Bucknell University | |||||||
| 301 Market Street 2 | Lewisburg | PA | 17837 | N/A | PC | General Purpose | $15,000 |
| Come and See Foundation | |||||||
| PO Box 64618 | Colorado Springs | CO | 80962 | N/A | PC | General Purpose | $3,000 |
| Community Center for the Arts | |||||||
| 240 South Glenwood | Jackson | WY | 83001 | N/A | PC | General Purpose | $5,000 |
| Friends of Marblehead's Abandoned Animals Inc | |||||||
| 1 Leslie Cove | Marblehead | MA | 01945 | N/A | PC | General Purpose | $1,500 |
| Girls Inc of Lynn | |||||||
| 50 High Street | Lynn | MA | 01902 | N/A | PC | General Purpose | $6,000 |
| Goldthwait Reservation | |||||||
| PO Box 1025 | Marblehead | MA | 01945 | N/A | PC | General Purpose | $6,000 |
| Good Samaritan Mission | |||||||
| PO Box 1218 | Jackson | WY | 83001 | N/A | PC | General Purpose | $5,000 |
| Grace Chapel | |||||||
| 3 Militia Drive | Lexington | MA | 02421 | N/A | PC | General Purpose | $15,000 |
| Grand Teton National Park Foundation | |||||||
| PO Box 249 | Moose | WY | 83012 | N/A | PC | General Purpose | $20,000 |
| Healing Abuse Working for Change | |||||||
| 27 Congress Street 204 | Salem | MA | 01970 | N/A | PC | General Purpose | $3,000 |
| Jackson Hole Horse Rescue | |||||||
| 505 East Zenith Drive 3 | Jackson | WY | 83001 | N/A | PC | General Purpose | $4,000 |
| Jackson Hole Nordic Alliance | |||||||
| PO Box 911 | Wilson | WY | 83014 | N/A | PC | General Purpose | $2,500 |
| Kripalu Center for Yoga & Health | |||||||
| PO Box 309 | Stockbridge | MA | 01262 | N/A | PC | General Purpose | $10,000 |
| Lower Cape Outreach Council | |||||||
| PO Box 665 | Orleans | MA | 02653 | N/A | PC | General Purpose | $5,000 |
| Marblehead Boosters Club | |||||||
| PO Box 244 | Marblehead | MA | 01945 | N/A | PC | General Purpose | $20,000 |
| Marblehead Food Pantry | |||||||
| 80 Atlantic Avenue | Marblehead | MA | 01945 | N/A | PC | General Purpose | $1,500 |
| Massachusetts Wonderfund Inc | |||||||
| 77 Rowe Street | Newton | MA | 02466 | N/A | PC | General Purpose | $5,000 |
| Museum of Science | |||||||
| 1 Science Park | Boston | MA | 02114 | N/A | PC | General Purpose | $1,500 |
| National Museum of Wildlife Art | |||||||
| PO Box 6825 | Jackson | WY | 83002 | N/A | PC | General Purpose | $5,000 |
| National Outdoor Leadership School | |||||||
| 284 Lincoln Street | Lander | WY | 82520 | N/A | PC | General Purpose | $5,000 |
| New Jersey Institute of Technology | |||||||
| 323 Martin Luther King Jr Boulevard | Newark | NJ | 07102 | N/A | GOV | General Purpose | $3,000 |
| Ronald McDonald House Charities | |||||||
| 26345 Network Place | Chicago | IL | 60673 | N/A | PC | General Purpose | $1,000 |
| Shriners Hospitals for Children | |||||||
| 2900 North Rocky Point Drive | Tampa | FL | 33607 | N/A | PC | General Purpose | $10,000 |
| Teton County Search and Rescue | |||||||
| 300 Rescue Way | Jackson | WY | 83001 | N/A | PC | General Purpose | $10,000 |
| Teton Raptor Center | |||||||
| PO Box 1805 | Wilson | WY | 83014 | N/A | PC | General Purpose | $7,500 |
| Teton Science Schools | |||||||
| 700 Coyote Canyon Road | Jackson | WY | 83001 | N/A | PC | General Purpose | $60,000 |
| Turning Point | |||||||
| 4940 East Beverly Road | Phoenix | AZ | 85044 | N/A | PC | General Purpose | $2,000 |
| Wolf Haven International | |||||||
| 3111 Offut Lake Road SE | Tenino | WA | 98589 | N/A | PC | General Purpose | $5,000 |
| Wycliffe Associates Inc | |||||||
| PO Box 620143 | Orlando | FL | 32862 | N/A | PC | General Purpose | $3,000 |
| Wyoming Wildlife Advocates | |||||||
| PO Box 1772 | Wilson | WY | 83014 | N/A | PC | General Purpose | $2,000 |
| Yankee Golden Retriever Rescue | |||||||
| 110 Chapin Road | Hudson | MA | 01749 | N/A | PC | General Purpose | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,500 | 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 | $11,446 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,117 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $263,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $263,916 | 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 preparation fees | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 43914.371 units PYAIX | $412,356 | $412,356 |
| 6526.917 units BGHIX | $66,558 | $66,558 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8198.864 units APHTX | $206,119 | $206,119 |
| 3807 units IVV | $2,607,567 | $2,607,567 |
| 16899 units OAKM | $479,256 | $479,256 |
| 12961.439 units GSIMX | $291,243 | $291,243 |
| 22418.769 units TCIEX | $624,363 | $624,363 |
| 3355 units VEU | $246,794 | $246,794 |
| 11663.085 units WCMIX | $290,177 | $290,177 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $478,137 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $478,137 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| Fixed Income | $595,776 |
| Global Equities | $3,746,947 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA PC filing fees | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized gains on investments | $559,529 |
| Book-to-tax adjustment - cost basis to fair value reclassification | $833,201 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $34,469 | Amt |
| Net Investment Income | $29,299 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,170 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | CategoryTxt |
| Amt | $2,919 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |