BELL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: BELL FAMILY FOUNDATION (EIN 04-6771029)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-04-29
IRS object ID: 202621199349100207
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 Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-04-29T05:03:16-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	271948252	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	STALL ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	20 CRANE ROAD	AddressLine1Txt
City	LITTLETON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01460	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	046771029	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BELL FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BELL	BusinessNameControlTxt
Phone	9782963318	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	974 B AVENUE	AddressLine1Txt
City	CORONADO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92118	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRIGHAM R BELL	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9782963318	PhoneNum
Signature	2026-04-28	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CAROLYN R STALL	PreparerPersonNm
PTIN	P00030027	PTIN
Phone	9782963318	PhoneNum
Preparation	2026-04-28	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

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)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$9,356,609	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	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$1,896	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,896	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$215,060	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$215,060	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$982,781	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,783,075	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$982,781	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,199,737	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,199,737	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	$21,338	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$21,338	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,100	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,050	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$5,050	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$66,952	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$66,952	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$15,271	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,712	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$72	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$72	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$113,733	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$76,714	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$26,460	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$651,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$651,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$764,733	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$76,714	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$677,460	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$435,004	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,123,023	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$396,005	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$313,092	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$313,092	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$3,955,730	CorporateStockBOYAmt
Corporate Stock EOY	$3,303,460	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,338,506	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,259,172	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,472,057	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,479,192	CorporateBondsEOYFMVAmt
Other Investments BOY	$998,813	OtherInvestmentsBOYAmt
Other Investments EOY	$1,979,586	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,225,819	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$6,609,720	TotalAssetsBOYAmt
Total Assets EOY	$7,068,195	TotalAssetsEOYAmt
Total Assets EOYFMV	$9,356,609	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$401,507	CapitalStockBOYAmt
Capital Stock EOY	$401,507	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$6,208,213	RetainedEarningBOYAmt
Retained Earning EOY	$6,666,688	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,609,720	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,068,195	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,609,720	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,068,195	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,609,720	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$435,004	ExcessRevenueOverExpensesAmt
Other Increases	$23,471	OtherIncreasesAmt
Subtotal	$7,068,195	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,068,195	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
BOA -0194 SHORT TERM	2025-01-01	2025-12-31	$974,984	$988,200	-$13,216	-$13,216
BOA -0194 LONG TERM	2024-01-01	2025-12-31	$1,807,201	$811,954	$995,247	$995,247
BOA -0194 LONG TERM	2024-09-19	2025-12-31	$221	$140	$81	$81
CAPITAL GAINS DIVIDENDS			$669		$669	$669	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$982,781	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$15,610	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$15,610	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$15,610	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,600	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$11,600	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$4,010	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	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	STALL ADVISORS LLC	IndividualWithBooksNm
Phone	9782963318	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	20 CRANE ROAD	AddressLine1Txt
City	LITTLETON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01460	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 (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
SHERIDAN SINCLAIRE-BELL
974 B AVENUE	CORONADO	CA	92118	TRUSTEE	0.25	$0	$0	$0
BRIGHAM R BELL
1215 LINCOLN AVENUE	LOUISVILLE	CO	80027	TRUSTEE	0.25	$0	$0	$0
LAURA R BELL
269 ROUTE 206	HILLSBOROUGH	NJ	08844	TRUSTEE	0.25	$0	$0	$0
GWENDOLYN K BELL
1215 LINCOLN AVENUE	LOUISVILLE	CO	80027	TRUSTEE	0.25	$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

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BANK OF AMERICA	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 830269	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75283	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT	ServiceTypeTxt
Compensation	$66,114	CompensationAmt

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	$8,564,667	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$628,953	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,193,620	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$9,193,620	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$137,904	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,055,716	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$452,786	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$452,786	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$15,610	TaxBasedOnInvestmentIncomeAmt
Total Tax	$15,610	TotalTaxAmt
Distributable Before Adj	$437,176	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$437,176	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$437,176	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$677,460	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$677,460	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$437,176	DistributableAsAdjustedAmt
Undistributed Income PY	$370,450	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$677,460	QualifyingDistributionsAmt
Applied To Year1	$370,450	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$307,010	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	$130,166	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
APPLE HILL CENTER FOR CHAMBER MUSIC
PO BOX 217	SULLIVAN	NH	03445	NONE	PC	UNRESTRICTED CONTRIBUTION	$4,000
ASSOCIATION FOR COMPUTER MACHINERY
1601 BROADWAY 10TH FLOOR	NEW YORK	NY	10019	NONE	PC	UNRESTRICTED CONTRIBUTION	$40,000
CALGARY ARTS SUMMER SCHOOL CASSA
				NONE	PC	UNRESTRICTED CONTRIBUTION	$17,000	228 PARKSIDEWAY SE	CALGARY	ALBERTA	CA	T2J3Z4
CAPE MAY JAZZ FESTIVAL
185 EAST MECHANIC STREET	WEST CAPE MAY	NJ	08204	NONE	PC	UNRESTRICTED CONTRIBUTION	$5,000
CARNEGE MELLON UNIVERSITY
6 PPG PLACE 14TH FLOOR	PITTSBURGH	PA	15222	NONE	PC	UNRESTRICTED CONTRIBUTION	$100,000
COMPUTER HISTORY MUSEUM
1401 N SHORELINE BLVD	MOUNTAIN VIEW	CA	94041	NONE	PC	UNRESTRICTED CONTRIBUTION	$100,000
EARTHWATCH INSTITUTE
300 WASHINGTON STREET SUITE 713	NEWTON	MA	02458	NONE	PC	UNRESTRICTED CONTRIBUTION	$80,000
MASON GROSS SCHOOL OF ARTS
PO BOX 193	NEW BRUNSWICK	NJ	08903	NONE	PC	UNRESTRICTED CONTRIBUTION	$5,000
NATIONAL ACADEMY OF ENGINEERING FUND
500 FIFTH STREET NW	WASHINGTON	DC	20001	NONE	PC	UNRESTRICTED CONTRIBUTION	$10,000
NEW ENGLAND CONSERVATORY OF MUSIC ANNUAL FUND
290 HUNTINGTON AVENUE	BOSTON	MA	02115	NONE	PC	UNRESTRICTED CONTRIBUTION	$6,000
PRINCETON SYMPHONY ORCHESTRA
PO BOX 250	PRINCETON	NJ	08542	NONE	PC	UNRESTRICTED CONTRIBUTION	$1,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100	ARLINGTON	VA	22203	NONE	PC	UNRESTRICTED CONTRIBUTION	$80,000
THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION
100 WALL STREET 10TH FLOOR	NEW YORK	NY	10005	NONE	PC	UNRESTRICTED CONTRIBUTION	$50,000
UNIVERSITY OF COLORADO FOUNDATION FOR CS DEPT
CAMPUS BOX 422	BOULDER	CA	80309	NONE	PC	UNRESTRICTED CONTRIBUTION	$12,000
UNIVERSITY OF SOUTHERN CALIFORNIA
1150 SOUTH OLIVE STREET 25TH FLOOR	LOS ANGELES	CA	90015	NONE	PC	UNRESTRICTED CONTRIBUTION	$4,000
WESTBRICK MUSIC ACADEMY
231 CLARKSVILE ROAD SUITE 8	PRINCETON JUNCTION	NJ	08550	NONE	PC	UNRESTRICTED CONTRIBUTION	$2,000
WOODWELL CLIMATE RESEARCH CENTER
149 WOODS HOLE ROAD	FALMOUTH	MA	025401644	NONE	PC	UNRESTRICTED CONTRIBUTION	$80,000
CLARK UNIVERSITY
950 MAIN STREET	WORCESTER	MA	01610	NONE	PC	UNRESTRICED CONTRIBUTION	$50,000
UNIVERSITY OF COLORADO FOUNDATION FOR ATLAS SCHOLARSHIP FUND
PO BOX 17126	DENVER	CO	802179155	NONE	PC	UNRESTRICTED CONTRIBUTION	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$651,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,896	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$215,060	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$982,781	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,199,737	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,199,737	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$10,100	Amt
Net Investment Income	$5,050	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,050	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$1,472,057	EOYBookValueAmt
EOYFMV	$1,479,192	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITY INVESTMENTS	StockNm
EOY Book Value	$3,303,460	EOYBookValueAmt
EOYFMV	$5,338,506	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
HEDGE FUNDS	AT COST	$1,233,074	$1,301,602
COMMODITIES	AT COST	$196,512	$299,120
PRIVATE EQUITY	AT COST	$550,000	$625,097

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$21,338	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$21,338	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	STATE FILING FEE	Desc
Revenue And Expenses Per Books	$72	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$72	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	DIFFERENCES IN COST BASIS AND OTHER RECONCILING ITEMS	Desc
Amt	$23,471	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES	$66,114	$66,114	$0
OTHER INVESTMENT EXPENSES	$838	$838	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID	$4,712	$4,712	$0
FEDERAL INCOME TAXES	$10,559	$0	$0