THE JOSETTA FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE JOSETTA FUND (EIN 04-3340006)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349103055
- 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
- Schedule B
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:34:17-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042273266 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARMODY MERLINO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 043340006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSETTA FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 6177331353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCCARTER ENGLISH 265 FRANKLIN ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A NOWAK | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 6177331353 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE E SEXTON | PreparerPersonNm |
| PTIN | P00397142 | PTIN |
| Phone | 6174267300 | 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 | $32,952,103 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $766,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $764,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,935,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,946,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,935,929 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,002,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,700,404 | 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 | $237,083 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $237,083 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $243,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $243,036 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67,903 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,466 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $560,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $315,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $244,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,098,926 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,098,926 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,659,314 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $315,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,343,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,656,801 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,384,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,819,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,101,241 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,101,241 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,300,186 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,941,357 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,898,348 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,641,439 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,301,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,639,171 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,679,837 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,264,679 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,313,343 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $27,441,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,609,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,952,103 | 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 | $27,441,267 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,609,116 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,441,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,609,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,441,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,609,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,441,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,656,801 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,784,466 | SubtotalAmt |
| Other Decreases | $175,350 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,609,116 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,898,259 | $7,010,827 | $2,887,432 | $2,887,432 |
| EHG OIL, LLC - DISPOSITION OF ACTIVITY | P | $36,059 | $36,059 | $36,059 | |
| CAPITAL GAINS DIVIDENDS | P | $12,438 | $12,438 | $12,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,935,929 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,051 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,051 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,000 | 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 | $46,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,051 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | MARK A NOWAK CO MCCARTER ENGLI | IndividualWithBooksNm |
| Phone | 6174496638 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 FRANKLIN STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103113 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARTHA R GERRY TOWNLEY | |||||||||
| C/O MARK A NOWAK 265 FRANKLIN | STREET | BOSTON | MA | 021103113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| F BRADFORD TOWNLEY | |||||||||
| C/O MARK A NOWAK 265 FRANKLIN | STREET | BOSTON | MA | 021103113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK A NOWAK | |||||||||
| C/O MARK A NOWAK 265 FRANKLIN | STREET | BOSTON | MA | 021103113 | TRUSTEE | 10.00 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCCARTER & ENGLISH LLP | |||||
| 265 FRANKLIN ST | BOSTON | MA | 021103113 | LEGAL EXPENSES | $236,983 |
| MCCARTER PRIVATE WEALTH SERVICES | |||||
| 265 FRANKLIN ST | BOSTON | MA | 021103113 | ASSET MANAGEMENT FEES | $165,599 |
| LEE MUNDER CAPITAL GROUP LLC | |||||
| 200 CLARENDON STREET | BOSTON | MA | 021165049 | ASSET MANAGEMENT FEES | $77,437 |
| DARMODY MERLINO & CO LLP | |||||
| 211 CONGRESS STREET 11TH FLOOR | BOSTON | MA | 02110 | TAX PREPARATION | $7,400 |
| 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 | $31,111,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,817,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,928,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,928,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $493,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,434,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,621,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,621,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,051 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,051 | TotalTaxAmt |
| Distributable Before Adj | $1,574,663 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,574,663 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,574,663 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,343,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,343,909 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,574,663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,121,804 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,543,352 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,014,383 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,342,605 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,620,572 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,642,716 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,343,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,574,663 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,769,246 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,411,962 | 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 | $2,121,804 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,290,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,543,352 | ExcessFromYear4Amt |
| Excess From Year3 | $3,014,383 | ExcessFromYear3Amt |
| Excess From Year2 | $3,342,605 | ExcessFromYear2Amt |
| Excess From Year1 | $3,620,572 | ExcessFromYear1Amt |
| Excess From Current Year | $4,769,246 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTHA R GERRY TOWNLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER HAMILTON INSTITUTE FOR STUDY OF WESTERN CIVILIZATION | ||||||||
| 21 WEST PARK ROW | CLINTON | NY | 13323 | NONE | PC | EDUCATION | $50,000 | |
| ALPHA PREGNANCY | ||||||||
| 518 CLINTON AVENUE | ALBANY | NY | 12206 | NONE | PC | PREGNANCY CARE AND COUNSELING | $155,706 | |
| AMERICAN HUMANE SOCIETY | ||||||||
| 1400 16TH STREET NW 360 | WASHINGTON | DC | 20036 | NONE | PC | RESCUES, CARES FOR AND PROTECTS ANIMALS IN NEED | $30,000 | |
| ANACOSTIA RIVER CHURCH | ||||||||
| PO BOX 10314 | WASHINGTON | DC | 20020 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| ARMENIAN CHURCH OF THE MARTYRS | ||||||||
| 22 ORMOND STREET | WORCESTER | MA | 01609 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| BENGALI EVANGELICAL ASSOCIATION MINISTRY | ||||||||
| PO BOX 1733 | LOMA LINDA | CA | 92354 | NONE | PC | RELIGIOUS AND SPIRITUAL | $61,626 | |
| BLUE PEARL VETERINARY | ||||||||
| 180 BEAR HILL ROAD | WALTHAM | MA | 02451 | NONE | PC | ANIMAL HOSPITAL | $243,099 | |
| CHRISTIAN FELLOWSHIP AT BRIDGEWATER | ||||||||
| 29 SHAW ROAD | BRIDGEWATER | MA | 02324 | NONE | PC | RELIGIOUS AND SPIRITUAL EDUCATION | $14,000 | |
| CLIFTON PARK COMMUNITY CHURCH | ||||||||
| 516 MOE ROAD | CLIFTON PARK | NY | 12065 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| COVENANT FELLOWSHIP LAKE DALLAS | ||||||||
| 2250 MORRISS RD SUITE 214 | FLOWER MOUND | TX | 75028 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| DONKEYLAND RESCUE | ||||||||
| 5225 CANYON CREST DRIVE SUITE | RIVERSIDE | CA | 92507 | NONE | PC | DONKEY RESCUE CENTER / SANCTUARY / WILDLIFE PRESERVE | $50,000 | 71-295 |
| EASTON BAPTIST CHURCH | ||||||||
| 197 BAY ROAD | NORTH EASTON | MA | 02356 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| ELIZABETH BAPTIST CHURCH | ||||||||
| 4124 BASSETT DAIRY ROAD | MONTICELLO | FL | 32344 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| ELLIE FUND | ||||||||
| 200 RESERVOIR STREET 300 | NEEDHAM | MA | 02494 | NONE | PC | PROVIDING SERVICES TO THOSE WITH BREAST CANCER | $75,000 | |
| EQUINE ADVOCATES | ||||||||
| PO BOX 354 | CHATHAM | NY | 12037 | NONE | PC | REHABILITATING RESCUED HORSES | $100,000 | |
| FAITH BAPTIST CHURCH | ||||||||
| 18 STOUGHTON STREET | STOUGHTON | MA | 02072 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| FAITH CHAPEL ASSEMBLY OF GOD | ||||||||
| 340 PLEASANT STREET | BRIDGEWATER | MA | 02324 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| FAMILY NURTURING CENTER | ||||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | NONE | PC | ASSIST WITH NURTURING COMMUNITIES | $75,000 | |
| FAMILY REACH FOUNDATION - BOSTON | ||||||||
| 142 BERKELEY STREET SUITE 310 | BOSTON | MA | 02116 | NONE | PC | FINANCIAL SUPPORT FOR CANCER PATIENTS | $100,000 | |
| FIRST BAPTIST CHURCH OF HAVERHILL | ||||||||
| 217 MAIN STREET | HAVERHILL | MA | 01830 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| FIRST BAPTIST CHURCH OF MEDFIELD | ||||||||
| 438 MAIN STREET | MEDFIELD | MA | 02052 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| FIRST CHURCH OF CHRIST | ||||||||
| 10 CHURCH STREET | BRADFORD | MA | 01835 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| FRANKLIN FOOD PANTRY INCORPORATED | ||||||||
| PO BOX 116 | FRANKLIN | MA | 02038 | NONE | PC | FOOD BANK | $50,000 | |
| FREDERICK CHURCH OF THE BRETHREN | ||||||||
| 201 FAIRVIEW AVENUE | FREDERICK | MD | 21701 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| GOOD SHEPHERD FOOD BANK OF MAINE | ||||||||
| PO BOX 1807 | AUBURN | ME | 04211 | NONE | PC | FOOD BANK | $350,000 | |
| GREATER GOOD CHARITIES | ||||||||
| 301 UNION STREET 21308 | SEATTLE | WA | 98111 | NONE | PC | SUPPORT FOR FAMILIES AND PETS IMPACTED BY DISASTERS | $30,000 | |
| HARMONY BIBLE CHURCH | ||||||||
| 337 SPRUCE HEAD ROAD | SOUTH THOMASTON | ME | 04858 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| HOPE CO | ||||||||
| PO BOX 4001 | MARTINSVILLE | VA | 24115 | NONE | PC | RELIGIOUS / SPIRITUAL / HELPING PEOPLE IN TANZANIA, KENYA, AND EAST AFRICA | $50,000 | |
| IMMANUEL CHAPEL | ||||||||
| PO BOX 265 | UPTON | MA | 01568 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| JEFFERSON COUNTY BAILER LIBRARY | ||||||||
| SUITE 504-371 | MONTICELLO | FL | 32344 | NONE | PC | EDUCATIONAL | $170,300 | |
| JEZREEL INTERNATIONAL | ||||||||
| 10 INTERSTATE AVENUE | ALBANY | NY | 12205 | NONE | PC | HUMANITARIAN AID | $190,000 | |
| JILL'S HOUSE | ||||||||
| 9011 LEESBURG PIKE | VIENNA | VA | 22182 | NONE | PC | PROVIDING CARE TO FAMILIES RAISING KIDS WITH DISABILITIES | $75,000 | |
| LAKEVIEW ORTHODOX PRESBYTERIAN CHURCH | ||||||||
| 188 ROCKLAND STREET | ROCKPORT | ME | 04856 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| LITERACY VOLUNTEERS OF BANGOR | ||||||||
| 354 HOGAN ROAD | BANGOR | ME | 04401 | NONE | PC | EDUCATIONAL | $50,000 | |
| LITERACY VOLUNTEERS OF KENNEBEC | ||||||||
| 12 SPRUCE STREET SUITE 4 | AUGUSTA | ME | 04330 | NONE | PC | EDUCATION | $50,000 | |
| MADISON PARK TECHNICAL VOCATIONAL HIGH SCHOOL | ||||||||
| 75 MALCOLM X BLVD | BOSTON | MA | 02120 | NONE | PC | EDUCATION | $50,000 | |
| MARCUS FOUNDATION | ||||||||
| 38 WESTCOTT ROAD | HOPEDALE | MA | 01747 | NONE | PC | ADVANCING SUSTAINABILITY AND ENHANCING COMMUNITY FOOD RESOURCES | $30,000 | |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | NONE | PC | MEDICAL CARE | $75,000 | |
| MIRACLE GERMAN SHEPHERD RESCUE | ||||||||
| PO BOX 245 | SEARSMOUNT | ME | 04973 | NONE | PC | DOG RESCUE / FOSTER / ADOPTION | $240,000 | |
| MISSION SANTA MARIA | ||||||||
| 5 MARY STREET | WARREN | NJ | 07059 | NONE | PC | EDUCATIONAL | $40,000 | |
| NBRAN | ||||||||
| PO BOX 5046 | GREENSBURG | PA | 15601 | NONE | PC | ANIMAL CARE, RESCUE & ADOPTION | $390,000 | |
| OVERSEED INC | ||||||||
| 581 WASHINGTON STREET 3 | SOUTH EASTON | MA | 02375 | NONE | PC | RELIGIOUS AND SPIRITUAL | $200,000 | |
| OWLS HEAD BAPTIST CHURCH | ||||||||
| PO BOX 81 | OWLS HEAD | ME | 04854 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| PARENTS FOR PEACE | ||||||||
| PO BOX 470658 | BROOKLINE | MA | 02445 | NONE | PC | A NONPROFIT HELPING FAMILIES AND PROFESSIONALS INTERVENE BEFORE EXTREMISM TAKES ROOT. | $100,000 | |
| PORT CLYDE CHRISTIAN CHURCH | ||||||||
| PO BOX 305 | PORT CLYDE | ME | 04855 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| PRISON EVANGELISM | ||||||||
| PO BOX 571977 | HOUSTON | TX | 77257 | NONE | PC | RELIGIOUS AND SPRITUAL FOR THE INCARCERATED | $85,000 | |
| PROVIDENCE BAPTIST CHURCH | ||||||||
| 80 BOARDMAN STREET | NORFOLK | MA | 02056 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| RESEARCH FOUNDATION FOR MENTAL HEALTH HYGIENE INC | ||||||||
| 150 BROADWAY STE 301 | MENANDS | NY | 12204 | NONE | PC | MENTAL HEALTH | $180,000 | |
| RIP MEDICAL DEBT | ||||||||
| 28-07 JACKSON AVE 5TH FLOOR | LONG ISLAND | NY | 11101 | NONE | PC | ASSISTING IN ELIMININATING MEDICAL DEBT | $25,000 | |
| ROXIE'S PLACE ANIMAL SANCTUARY | ||||||||
| 375 RAINS CR 1430 | POINT | TX | 75472 | NONE | PC | ANIMAL RESCUE | $160,000 | |
| SAINTS FOR SERVICE TRAINING CENTER | ||||||||
| 779 ROCK LAKE GLEN | FORT HILL | SC | 29715 | NONE | PC | RELIGIOUS AND SPIRITUAL EDUCATION | $14,000 | |
| SAMARITAN'S PURSE | ||||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | PC | RELIGIOUS AND SPIRITUAL | $300,000 | |
| SECOND CHANCE BLIND DOGS | ||||||||
| 4335 VAN NUYS BLVD 190 | SHERMAN OAKS | CA | 91403 | NONE | PC | BLIND DOG RESCUE PROVIDING MUFFIN'S HALOS | $80,000 | |
| SOLA MEDIA (WHITE HORSE) | ||||||||
| 13230 EVENING CREEK DRIVE S | SAN DIEGO | CA | 92128 | NONE | PC | RELIGIOUS AND SPIRITUAL | $100,000 | |
| SPRUCE HEAD COMMUNITY CHURCH | ||||||||
| PO BOX 18 | SPRUCE HEAD | ME | 04859 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| ST JOSEPH'S UNIVERSITY | ||||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC | RELIGIOUS AND EDUCATIONAL | $50,000 | |
| ST LUKE'S EVANGELICAL LUTHERAN CHURCH | ||||||||
| 950 EAST STREET | DEDHAM | MA | 02026 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| STRONG TOWER INTERNATIONAL | ||||||||
| 185 SCOTLAND STREET | WEST BRIDGEWATER | MA | 02379 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| THE EVANGELICAL CONGREGATIONAL CHURCH OF EASTON | ||||||||
| PO BOX 52 | SOUTH EASTON | MA | 02375 | NONE | PC | RELIGIOUS AND SPIRITUAL | $14,000 | |
| TOMTEN FARM SANCTUARY OF NEW HAMPSHIRE | ||||||||
| PO BOX 85 | HAVERHILL | NH | 03765 | NONE | PC | ANIMAL RESCUE | $130,000 | |
| TRUTH FOR LIFE | ||||||||
| PO BOX 398000 | CLEVELAND | OH | 44139 | NONE | PC | RELIGIOUS AND SPIRITUAL | $110,000 | |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||||||||
| 525 SOUTH STREET | WALPOLE | MA | 02081 | NONE | PC | ANIMAL RESCUE | $88,460 | |
| CHRISTIANITY TODAY | ||||||||
| 465 GUNDERSEN DRIVE | CAROL STREAM | IL | 60188 | NONE | PC | RELIGIOUS AND SPIRITUAL | $30,000 | |
| COME OVER AND HELP | ||||||||
| 5355 NORTHLAND DRIVE NE SUITE 113 | GRAND RAPIDS | MI | 49525 | NONE | PC | RELIGIOUS AND SPIRITUAL | $50,000 | |
| ELEVATE NEW ENGLAND | ||||||||
| 403 ANDOVER STREET | LOWELL | MA | 01852 | NONE | PC | URBAN YOUTH PROGRAMS | $63,000 | |
| FIRST BAPTIST CHURCH OF NORWOOD | ||||||||
| 71 BOND STREET | NORWOOD | MA | 02062 | NONE | PC | RELIGIOUS AND SPIRITUAL | $21,000 | |
| GOULD SYNDROME FOUNDATION | ||||||||
| 1550 WEST BUCKINGHAM DRIVE | HANFORD | CA | 93230 | NONE | PC | EMPOWERING AND IMPROVING THE LIVES OF AFFECTED INDIVIDUALS AND THEIR FAMILIES THROUGH AWARENESS, ADVOCACY, EDUCATION, AND SUPPORTING RESEARCH. | $50,000 | |
| GREY MUZZLE | ||||||||
| 14460 FALLS OF NEUSE ROAD SUITE | RALEIGH | NC | 27614 | NONE | PC | PROVIDES GRANT FUNDING TO ANIMAL WELFARE GROUPS AND CHARITABLE ORGANIZATIONS MEANT TO RELIEVE THE FINANCIAL BURDEN LIMITING ACCESS TO ESSENTIAL CARE FOR AT-RISK SENIOR DOGS | $50,000 | 149-269 |
| LA FIRE DEPT FDN | ||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | PC | PROVIDES VITAL EQUIPMENT AND FUNDS PROGRAMS THAT HELP THE LAFD SAVE LIVES AND BUILD RESILIENT COMMUNITIES | $50,000 | |
| LORIEN WOOD SCHOOL | ||||||||
| 8200 BELL LANE | VIENNA | VA | 22182 | NONE | PC | EDUCATIONAL | $25,000 | |
| MASSACHUSETTS VETERINARY | ||||||||
| 20 CABOT RD | WOBURN | MA | 01801 | NONE | PC | ANIMAL RESCUE / FOSTER / ADOPTION | $735 | |
| MID COAST HUNGER PREVENTION PROGRAM | ||||||||
| 12 TENNEY WY | BRUNSWICK | ME | 04011 | NONE | PC | OPERATES PROGRAMS THROUGHOUT MID COAST MAINE ENSURING THERE'S AN EASY WAY FOR EVERYONE IN THE COMMUNITY TO ACCESS FOOD CLOSE TO HOME | $100,000 | |
| MORNING STAR BAPTIST CHURCH | ||||||||
| 1257 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | NONE | PC | RELIGIOUS AND SPIRITUAL | $100,000 | |
| MUSICIANS ON CALL | ||||||||
| 618 GRASSMERE PARK 1 | NASHVILLE | TN | 37211 | NONE | PC | BRINGS LIVE AND RECORDED MUSIC TO THE BEDSIDES OF PATIENTS, FAMILIES AND CAREGIVERS IN HEALTHCARE ENVIRONMENTS | $25,000 | |
| NEVINS FARM | ||||||||
| 400 BROADWAY | METHUEN | MA | 01844 | NONE | PC | EQUINE AND FARM ANIMAL CENTER | $50,000 | |
| NEXT STEPS | ||||||||
| PO BOX 4252 | QUEENSBURY | NY | 12804 | NONE | PC | RELIGIOUS /SPIRITUAL / EDCUATIONAL | $30,000 | |
| PANCREATIC CANCER NETWORK INC | ||||||||
| 2101 ROSENCRANS AVENUE 3200 | EL SEGUNDO | CA | 90245 | NONE | PC | CHARITY THAT FUNDS RESEARCH, PROVIDES PATIENT/CAREGIVER SUPPORT, CONDUCTS COMMUNITY OUTREACH AND ADVOCATES FOR INCREASED FEDERAL RESEARCH FUNDING FOR THOSE AFFECTED BY PANCREATIC CANCER. | $4,000 | |
| PEOPLE'S PANTRY | ||||||||
| PO BOX 1115 | GREAT BARRINGTON | MA | 01230 | NONE | PC | FOOD BANK | $60,000 | |
| PETS FOR PATRIOTS | ||||||||
| 218 E PARK AVENUE 543 | LONG BEACH | NY | 11561 | NONE | PC | PET ADOPTION FOR VETERANS | $50,000 | |
| PLYMOUTH HELPING HANDS FOR ANIMALS | ||||||||
| PO BOX 214 | MANOMET | MA | 02345 | NONE | PC | PROVIDING PET FOOD FOR PEOPLE STRUGGLING TO FEED THEIR ANIMALS | $80,000 | |
| SALVATION ARMY PALISADES CA | ||||||||
| 16941 KEEGAN AVENUE | CARSON | CA | 90746 | NONE | PC | RELIEF FOR VICTIMS OF THE RECENT WILDFIRES IN THE PALISADES AREA | $80,000 | |
| SECOND HARVEST OF THE BIG BEND | ||||||||
| 4446 ENTREPOT BOULEVARD | TALLAHASSEE | FL | 32310 | NONE | PC | PROVIDE HEALTHY FOOD FOR NEIGHBORS FACING HUNGER AND FOOD INSECURITY THROUGHOUT OUR 16-COUNTY BIG BEND SERVICE AREA. | $100,000 | |
| THE SATO PROJECT | ||||||||
| 130 WATER STREET | BROOKLYN | NY | 11201 | NONE | PC | DEDICATED TO RESCUING THE ABUSED AND ABANDONED DOGS OF PUERTO RICO | $70,000 | |
| THIRD MILLENNIUM MINISTRIES | ||||||||
| 316 LIVE OAKS BOULEVARD | CASSELBERRY | FL | 32707 | NONE | PC | RELIGIOUS / EDUCATIONAL | $50,000 | |
| WINGS OF RESCUE | ||||||||
| PO BOX 602030 | SAN DIEGO | CA | 92160 | NONE | PC | ANIMAL RESCUE | $160,000 | |
| WORKING DOGS FOR CONSERVATION FOUNDATION | ||||||||
| 10971 RUSTIC ROAD | MISSOULA | MT | 59802 | NONE | PC | TRAINING RESCUEDOGSINTO EXPERTCONSERVATIONCANINES | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,098,926 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $766,584 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,935,929 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,702,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,702,513 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARTHA R GERRY TOWNLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WALPOLE STREET | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020301650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $7,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,264,679 | EOYBookValueAmt |
| EOYFMV | $5,313,343 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $5,835,733 | $13,150,408 |
| MUTUAL FUNDS | $10,466,106 | $11,488,763 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,689,707 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,694,955 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $251,650 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $203,393 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $237,083 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $237,083 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR BASIS ADJUSTMENTS TO ASSETS | Desc |
| Amt | $175,350 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE TRANSACTION FEES & OTHER SERVICE CHARGES | $68 | $68 | $0 |
| PROFESSIONAL DUES/MEMBERSHIPS | $4,398 | $4,398 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $243,036 | Amt |
| Net Investment Income | $243,036 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA R GERRY TOWNLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WALPOLE STREET | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020301650 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMONWEALTH OF MASSACHUSETTS - ANNUAL REPORT | $500 | $0 | $500 |
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $6,777 | $6,777 | $0 |
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $61,126 | $61,126 | $0 |