GEORGE B HENDERSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B HENDERSON FOUNDATION (EIN 04-6089310)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349102360
- Schema version
- 2025v4.1
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T12:01:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG U S LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 WALNUT ST SUITE 04-100 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | 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 | 046089310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B HENDERSON FOUNDATION JH5090 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 6175236800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS ST STE 832 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021094017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K HERBERT III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175236800 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRANDON JONES | PreparerPersonNm |
| PTIN | P03077692 | PTIN |
| Phone | 8164745200 | PhoneNum |
| Preparation | 2026-05-12 | 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 | $10,354,136 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $201,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $201,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $470,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,430,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $470,824 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $671,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $671,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,417 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,576 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,842 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $34,882 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,882 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,608 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $643 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $965 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,202 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,806 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $477 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $716 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $457,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $457,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $568,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $499,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $616,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,214 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $2,412,532 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,407,369 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,417,404 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,334,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,473,078 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,860,518 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,836,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,956,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,354,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,836,954 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,956,661 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,836,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,956,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,836,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,956,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,836,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,575 | OtherIncreasesAmt |
| Subtotal | $5,957,179 | SubtotalAmt |
| Other Decreases | $518 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,956,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250. ALPHABET INC-CL C | 2015-01-29 | 2025-01-23 | $50,416 | $6,385 | $44,031 | $44,031 | |
| 100. APPLE INC | 2011-04-15 | 2025-01-23 | $22,501 | $1,178 | $21,323 | $21,323 | |
| 25. COSTCO WHOLESALE CORP | 2020-10-22 | 2025-01-23 | $23,470 | $9,345 | $14,125 | $14,125 | |
| 136. ASPEN TECHNOLOGY INC | 2022-04-28 | 2025-01-23 | $34,718 | $24,844 | $9,874 | $9,874 | |
| 250. FISERV INC | 2010-07-15 | 2025-01-23 | $51,531 | $2,927 | $48,604 | $48,604 | |
| 1500. KINDER MORGAN INC | 2025-01-23 | $45,112 | $22,981 | $22,131 | $22,131 | ||
| 100. MASTERCARD INC - A | 2015-06-04 | 2025-01-23 | $53,088 | $9,350 | $43,738 | $43,738 | |
| 400000. U.S. TREASURY NOTES 0.500% 3/31/25 | 2021-09-09 | 2025-03-31 | $400,000 | $400,000 | |||
| 123240. U.S. TREASURY TIPS 0.125% 4/15/25 | 2020-04-23 | 2025-04-15 | $123,240 | $122,357 | $883 | $883 | |
| 120. MASTERCARD INC - A | 2025-05-01 | $65,601 | $11,167 | $54,434 | $54,434 | ||
| 550. ACCENTURE PLC-CL A | 2018-06-21 | 2025-05-01 | $167,338 | $88,348 | $78,990 | $78,990 | |
| 750. ALPHABET INC-CL C | 2015-01-29 | 2025-10-30 | $216,444 | $19,156 | $197,288 | $197,288 | |
| 250. APPLE INC | 2011-04-15 | 2025-10-30 | $67,715 | $2,946 | $64,769 | $64,769 | |
| 1350. GLOBAL PAYMENTS INC | 2025-10-30 | $108,793 | $238,212 | -$129,419 | -$129,419 | ||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P | |||||
| CAPITAL GAIN DIVIDENDS | $53 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $470,824 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,569 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,569 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,452 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,452 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $883 | OverpaymentAmt |
| Applied To ES Tax | $883 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEHENDERSONFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLS & PRATT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175236800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| JOHN K HERBERT III | ||||||
| 50 CONGRESS STREET SUITE 832 | BOSTON | MA | 02109 | TRUSTEE | 2 | $19,473 |
| THOMAS E BATOR | ||||||
| 50 CONGRESS STREET SUITE 832 | BOSTON | MA | 02109 | TRUSTEE | 2 | $19,473 |
| ERIC U HENDERSON | ||||||
| 13 KINNAIRD STREET | CAMBRIDGE | MA | 02139 | TRUSTEE | 2 | $9,733 |
| BARCLAY C S HENDERSON | ||||||
| 6 HUBBARD PARK ROAD | CAMBRIDGE | MA | 02138 | TRUSTEE | 2 | $9,738 |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $34,882 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,914,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $335,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,250,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,250,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,096,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $504,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $504,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,569 | TotalTaxAmt |
| Distributable Before Adj | $496,250 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $496,250 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $496,250 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $499,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $499,405 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $493,089 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $499,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $493,089 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,316 | 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 | $489,934 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GIOIA PERUGINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES 75 STATE STR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | FOUNDATION'S STANDARD GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE SOLELY FOR THE ENHANCEMENT OF THE PHYSICAL APPEARANCE OF THE CITY OF BOSTON. NO GRANTS ARE MADE TO INDIVIDUALS, ENDOWNMENT FUNDS OR FOR OPERATING EXPENSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHURCH OF THE COVENANT | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PC | GENERAL SUPPORT | $40,000 |
| SECOND CHURCH IN DORCHESTER | |||||||
| 44 MOULTRIE STREET | DORCHESTER | MA | 02124 | NONE | PC | GENERAL SUPPORT | $30,000 |
| Rose Fitzgerald Kennedy Greenway Conserv | |||||||
| 185 KNEELAND STREET | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $50,000 |
| BOSTON HARBOR NOW INC | |||||||
| PO BOX 961712 | BOSTON | MA | 02196 | NONE | PC | CHARITABLE | $38,000 |
| LEAGUE OF WOMEN FOR COMMUNITY SERVICE | |||||||
| 558 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NONE | PC | CHARITABLE | $50,000 |
| CHURCH OF THE NAZARENE | |||||||
| 44 MOULTRIE STREET | DORCHESTER | MA | 02124 | NONE | PC | CHARITABLE | $25,000 |
| Chinese Consolidated Benevolent Associat | |||||||
| 90 TYLER STREET | BOSTON | MA | 02111 | NONE | PC | CHARITABLE | $50,000 |
| Society of King's Chapel | |||||||
| 64 BEACON STREET | BOSTON | MA | 02108 | NONE | PC | CHARITABLE | $34,000 |
| Boston Architectural College | |||||||
| 320 NEWBURY STREET | BOSTON | MA | 02115 | NONE | PC | CHARITABLE | $40,000 |
| COCOANUT GROVE MEMORIAL COMMITTEE | |||||||
| 231 COOLIDGE AVENUE 408 | WATERTOWN | MA | 02472 | NONE | PC | CHARITABLE | $25,000 |
| REVOLUTIONARY SPACES INC | |||||||
| 206 WASHINGTON STREET | BOSTON | MA | 02109 | NONE | PC | CHARITABLE | $25,000 |
| JAMAICA PLAIN NEIGHBORHOOD | |||||||
| 50 CONGRESS ST STE 832 | BOSTON | MA | 02109 | NONE | PC | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $457,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $470,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $671,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $671,952 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,608 | Amt |
| Net Investment Income | $643 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $965 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $96,407 | $461,640 |
| TJX COS INC | $43,420 | $184,332 |
| COSTCO WHOLESALE CORP NEW | $138,098 | $323,378 |
| MCCORMICK &CO INC | $104,743 | $88,543 |
| PEPSICO INC | $104,161 | $294,216 |
| PROCTER & GARRBLE CO | $121,778 | $315,282 |
| EXXON MOBIL CO | $5,822 | $246,697 |
| WOODSIDE ENERGY GROUP LTD SPON | $46,178 | $32,739 |
| CHUBB LTD | $70,386 | $148,257 |
| MASTERCARD INC CL A | $83,673 | $513,792 |
| ALCON INC | $71,952 | $102,453 |
| IQVIA HOLDINGS INC | $198,623 | $247,951 |
| JOHNSON & JOHNSON | $162,433 | $538,070 |
| MEDTRONIC PLC | $221,510 | $288,180 |
| MERCK & CO INC | $201,962 | $294,728 |
| NOVO NORDISK AS SPONS ADA | $80,793 | $180,624 |
| RENTOKIL LNC | $243,234 | $253,356 |
| APPLE INC | $23,565 | $543,720 |
| CISCO SYSTEMS INC | $88,613 | $308,120 |
| FISERV INC | $31,031 | $178,001 |
| INTEL CORP | $18,500 | $147,600 |
| MICROSOFT CORP | $155,675 | $217,629 |
| QUALCOMM INC | $176,123 | $205,260 |
| AIR PRODUCTS & CHEMICALS INC | $138,592 | $160,563 |
| ALPHABET INC | $51,084 | $627,600 |
| VERIZON COMMUNICATIONS | $185,884 | $142,555 |
| KINDER MORGAN INC | $137,144 | $302,390 |
| THERMO FISHER SCIENTIFIC INC | $256,114 | $289,725 |
| SYNOPSYS INC | $215,580 | $223,117 |
| GLOBAL PAYMENTS IN | ||
| ASPEN TECHNOLOGY IN | ||
| ACCENTURE |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,407,369 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,417,404 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Legal Fees | $34,882 | LegalFeesAmt |
| Disbursements Charitable Prps | $34,882 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEC 2025 TRANSACTION POSTED IN JAN 2026 | $288 |
| ROUNDING | $230 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $70 | $28 | $42 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $1,123 | $449 | $674 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OID INCOME ON USGI ADJUSTMENT | $16,242 |
| DEC 2024 TRANSACTION POSTED IN JANE 2025 | $333 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,806 | $1,806 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,944 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $9,452 | $0 | $0 |