ROBERT & HELEN HARDMAN FAMILY FUND TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & HELEN HARDMAN FAMILY FUND TRUST (EIN 04-6744637)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349102972
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:27:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 | 046744637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT & HELEN HARDMAN FAMILY FUND | BusinessNameLine1Txt |
| Business Name Line2 | #95-290240 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY E DEMPZE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANH H VO | PreparerPersonNm |
| PTIN | P00163582 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,642,915 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $112,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $161,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,033,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,216 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,556 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,396 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,532 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,864 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $20,931 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,931 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,927 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,393 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,934 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,934 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $419,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $419,633 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,253,498 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,133,242 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,163,076 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,776,435 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,547,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,060,206 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,154,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,100,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,642,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,249,813 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,249,813 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$95,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$149,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,154,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,100,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,154,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,100,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,154,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,536 | ExcessRevenueOverExpensesAmt |
| Other Increases | $987 | OtherIncreasesAmt |
| Subtotal | $3,100,470 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,100,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500. BALL CORP COM | P | 2024-10-15 | 2025-07-17 | $29,000 | $32,224 | -$3,224 | -$3,224 |
| 350. NOVO NORDISK A/S ADR | P | 2025-07-17 | 2025-08-19 | $19,014 | $22,917 | -$3,903 | -$3,903 |
| 200. SALESFORCE INC COM | P | 2025-01-22 | 2025-10-01 | $46,937 | $62,125 | -$15,188 | -$15,188 |
| 180. CARRIER GLOBAL CORPORATION COM | P | 2025-01-22 | 2025-12-02 | $9,704 | $12,635 | -$2,931 | -$2,931 |
| 120. ALPHABET INC CL A | P | 2019-04-26 | 2025-01-22 | $23,746 | $6,966 | $16,780 | $16,780 |
| 25. FISERV INC COM | P | 2021-01-27 | 2025-01-22 | $5,241 | $2,544 | $2,697 | $2,697 |
| 150. NVIDIA CORPORATION COM | P | 2022-07-18 | 2025-01-22 | $22,053 | $2,411 | $19,642 | $19,642 |
| 50000. QUINCY MA REF ENERGY 3.00% 05/01/2025 | P | 2016-12-29 | 2025-05-01 | $50,000 | $50,000 | $0 | $0 |
| 100000. U.S. TREASURY NOTES 2.75% 06/30/2025 | P | 2022-10-21 | 2025-06-30 | $100,000 | $100,000 | $0 | $0 |
| 210. ADVANCED MICRO DEVICES INC COM | P | 2020-04-22 | 2025-07-17 | $33,421 | $9,528 | $23,893 | $23,893 |
| 800. BALL CORP COM | P | 2024-06-27 | 2025-07-17 | $46,400 | $48,283 | -$1,883 | -$1,883 |
| 325. BECTON DICKINSON & CO | P | 2021-10-27 | 2025-07-17 | $58,486 | $78,634 | -$20,148 | -$20,148 |
| 120. NVIDIA CORPORATION COM | P | 2022-07-18 | 2025-07-17 | $20,785 | $1,929 | $18,856 | $18,856 |
| 100000. US TREASURY NOTE 3.00% 09/30/2025 | P | 2023-08-25 | 2025-09-30 | $100,000 | $100,000 | $0 | $0 |
| 144. ADVANCED MICRO DEVICES INC COM | P | 2018-10-24 | 2025-12-02 | $30,930 | $5,913 | $25,017 | $25,017 |
| 100. ALPHABET INC CL A | P | 2018-04-26 | 2025-12-02 | $31,530 | $5,235 | $26,295 | $26,295 |
| 1400. CARRIER GLOBAL CORPORATION COM | P | 2024-10-15 | 2025-12-02 | $75,478 | $90,594 | -$15,116 | -$15,116 |
| 550. DANAHER CORPORATION COM | P | 2024-02-01 | 2025-12-02 | $125,535 | $45,729 | $79,806 | $79,806 |
| 115. UNITED HEALTHCARE GROUP INC | P | 2024-06-27 | 2025-12-02 | $37,333 | $50,703 | -$13,370 | -$13,370 |
| 180. VERTEX PHARMACEUTICALS INC | P | 2024-10-15 | 2025-12-02 | $78,300 | $87,309 | -$9,009 | -$9,009 |
| 25. BERKSHIRE HATHAWAY INC DEL CL B NEW COM | P | 2016-12-29 | 2025-01-22 | $11,514 | $4,094 | $7,420 | $7,420 |
| 377. NESTLE S A SPONSORED ADR (REPSTG REG SHS | P | 2016-12-29 | 2025-01-22 | $30,839 | $26,959 | $3,880 | $3,880 |
| 30. BERKSHIRE HATHAWAY INC DEL CL B NEW COM | P | 2016-12-29 | 2025-07-17 | $14,201 | $4,912 | $9,289 | $9,289 |
| 350. NESTLE S A SPONSORED ADR (REPSTG REG SHS | P | 2016-12-29 | 2025-07-17 | $33,394 | $20,981 | $12,413 | $12,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,216 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,069 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,069 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,069 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,731 | OverpaymentAmt |
| Applied To ES Tax | $1,731 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET BOSTON MA | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ELISABETH HARDMAN RIX | |||||||||
| 118 COMSTOCK ROAD | WOODSIDE | CA | 94062 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| ROBERT HARDMAN | |||||||||
| 45 GLENDALE ROAD | BELMONT | MA | 02478 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| NANCY E DEMPZE | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $15,698 | $0 | $0 | STREET |
| SARAH M WAELCHLI | |||||||||
| C/O HEMENWAY BARNES LLP 75 STATE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $15,698 | $0 | $0 | STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,285,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,577,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,577,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,493,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,069 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,069 | TotalTaxAmt |
| Distributable Before Adj | $271,628 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,628 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,628 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,934 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,934 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,628 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $259,614 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,934 | QualifyingDistributionsAmt |
| Applied To Year1 | $259,614 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,320 | 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 | $262,308 | 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU - AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 1 CENTER PLZ STE 800 | BOSTON | ME | 02108 | N/A | PC | GENERAL SUPPORT | $23,000 | |
| BAY AREA LYME FOUNDATION | ||||||||
| 884 PORTOLA RD SUITE A7 | PORTOLA VALLEY | CA | 94028 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BERKSHIRE INTERNATIONAL FILM FESTIVAL | ||||||||
| PO BOX 237 | GREAT BARRINGTON | MA | 01230 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| BERKSHIRE MEDICAL CENTER | ||||||||
| 725 NORTH STREET BISHOP CLAPP | PITTSFIELD | MA | 01201 | N/A | PC | GENERAL SUPPORT | $1,500 | BUILDING |
| BERKSHIRE NATURAL RESOURCES COUNCIL | ||||||||
| 20 BANK ROW | PITTSFIELD | MA | 01201 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | ||||||||
| 800 N MAIN STREET | SHEFFIELD | MA | 01257 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| BIONEERS | ||||||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| BSOTANGLEWOOD SYMPHONY HALL | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||||
| PO BOX 95216 | NEWTON | MA | 02495 | N/A | PC | GENERAL SUPPORT | $61,000 | |
| CLEAN WATER FUND | ||||||||
| 40 COURT STREET SUITE 600A | BOSTON | MA | 02108 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| CONSTRUCT INC | ||||||||
| 316A STATE ROAD | GREAT BARRINGTON | MA | 01230 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| EARTHJUSTICE | ||||||||
| 180 STEWART STREET 194330 | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| EMILY M SOTELO SAFETY AND PERSISTENCE CHARITABLE FOUNDATION | ||||||||
| 82 PROVIDENCE ROAD | WESTFORD | MA | 01886 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FAIRVIEW HOSPITAL | ||||||||
| 29 LEWIS AVENUE GROUND FLOOR | GREAT BARRINGTON | MA | 01230 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| FOOD BANK OF WESTERN MASSACHUSETTS | ||||||||
| 25 CAREW STREET | CHICOPEE | MA | 01020 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FOUNDATION FOR PUERTO RICO | ||||||||
| PO BOX 364029 | SAN JUAN | PR | 00936 | N/A | PC | GENERAL SUPPORT | $8,000 | |
| GLOBAL FUND FOR WOMEN | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| GLOBAL LYME ALLIANCE | ||||||||
| PO BOX 25495 | NEW YORK | NY | 100875495 | N/A | PC | GENERAL SUPPORT | $500 | |
| GREAT BARRINGTON LAND CONSERVANCY | ||||||||
| PO BOX 987 | GREAT BARRINGTON | MA | 012301023 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| GREENAGERS | ||||||||
| 62 UNDERMOUNTAIN RD | SOUTH EGREMONT | MA | 01258 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MADRE | ||||||||
| 121 WEST 27TH STREET 301 | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MAHAIWE PERFORMING ARTS CENTER | ||||||||
| 244 MAIN STREET SUITE 3 | GREAT BARRINGTON | MA | 01230 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| MASS MOCA | ||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 W 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NEW ENGLAND PUBLIC MEDIA | ||||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| NORMAN ROCKWELL MUSEUM | ||||||||
| PO BOX 3099 ROUTE 183 | STOCKBRIDGE | MA | 012620308 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| NORTH ADAMS REGIONAL HOSPITAL | ||||||||
| 71 HOSPITAL AVE | NORTH ADAMS | MA | 01247 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| NORTHFIELD MT HERMON | ||||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 013549638 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYSTON ST STE 300 | BOSTON | MA | 02199 | N/A | PC | GENERAL SUPPORT | $8,000 | |
| PIE RANCH | ||||||||
| 2080 CA-1 | PESCADERO | CA | 94060 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| PUBLIC CITIZEN FOUNDATION | ||||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| PUENTE DE LA COSTA SUR | ||||||||
| 620 NORTH ST | PESCADERO | CA | 94060 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SINGING EAGLE LODGE | ||||||||
| PO BOX 188 | HOLDERNESS | NH | 03245 | N/A | PC | GENERAL SUPPORT | $500 | |
| STERLING AND FRANCINE CLARK ART INSTITUTE | ||||||||
| 255 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| THE BOSTON LIVING CENTER | ||||||||
| 29 STANHOPE STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL SUPPORT | $17,000 | |
| THE GAY & LESBIAN REVIEW | ||||||||
| PO BOX 180300 | BOSTON | MA | 02118 | N/A | PC | GENERAL SUPPORT | $8,000 | |
| THE GREATER BOSTON FOOD BANK | ||||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| URGENT ACTION FUND | ||||||||
| 2601 BLANDING AVE SUITE C155 | ALAMEDA | CA | 94501 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WILLIAMSTOWN THEATRE FESTIVAL | ||||||||
| PO BOX 517 | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,000 | 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 | $112,354 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $161,216 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $273,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,570 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1050 ABBOTT LABS | $37,958 | $131,555 |
| 300 ABBVIE | $18,818 | $68,547 |
| 580 ADVANCED MICRO DEVICES | $22,814 | $124,213 |
| 1000 ALPHABET INC CL A | $39,052 | $313,000 |
| 790 AMAZON.COM | $83,851 | $182,348 |
| 170 AMERICAN EXPRESS | $57,703 | $62,892 |
| 700 ANALOG DEVICES | $55,160 | $189,840 |
| 800 APPLE | $21,732 | $217,488 |
| 300 APPLIED MATERIAL | $68,793 | $77,097 |
| 900 APTARGROUP | $48,830 | $109,764 |
| 550 AUTOMATIC DATA PROCESSING | $39,544 | $141,477 |
| 220 BERKSHIRE HATHAWAY CL B | $36,023 | $110,583 |
| 1050 CANADIAN NATL RAILWAY | $40,771 | $103,793 |
| 560 CHARLES SCHWAB | $52,043 | $55,950 |
| 60 ELI LILLY & CO | $44,241 | $64,481 |
| 800 FISERV | $35,320 | $53,736 |
| 280 HOME DEPOT | $58,403 | $96,348 |
| 750 JOHNSON AND JOHNSON | $62,795 | $155,213 |
| 350 MASTERCARD | $52,234 | $199,808 |
| 1000 MCCORMICK & CO | $73,239 | $68,110 |
| 440 MICROSOFT | $27,674 | $212,793 |
| 350 NESTLE SA ADR | $10,517 | $34,573 |
| 1430 NVIDIA CORP | $19,902 | $266,695 |
| 825 PROCTER & GAMBLE | $44,105 | $118,231 |
| 400 ROCKWELL AUTOMATION | $94,372 | $155,628 |
| 1200 RTX CORPORATION | $72,125 | $220,080 |
| 2120 SCHNEIDER ELEC SA ADR | $86,221 | $116,461 |
| 1100 TJX COS | $61,465 | $168,971 |
| 560 UBER TECHNOLOGIES INC | $50,060 | $45,758 |
| 260 UNITEDHEALTH GROUP | $71,189 | $85,829 |
| 800 XYLEM INC | $60,641 | $108,944 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,123,103 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,152,973 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $10,139 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $10,103 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMM OF MA - PC ANNUAL REPORT FILING FEE | $70 | $0 | $70 |
| MISC EXP | $251 | $251 | $0 |
| HEMENWAY & BARNES TAX PREP FEE | $5,142 | $5,142 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX ADJUSTMENT | Desc |
| Amt | $987 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES - INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,931 | Amt |
| Net Investment Income | $20,931 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX - ESTIMATED | $4,800 | $0 | $0 |
| FOREIGN TAX WITHHELD ON FOREIGN DIVIDENDS | $1,927 | $1,927 | $0 |
| FEDERAL EXCISE TAX - BALANCE DUE | $2,589 | $0 | $0 |