THE BIERLY-BOASBERG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE BIERLY-BOASBERG FOUNDATION (EIN 04-6903459)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349102867
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:56:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 | 046903459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIERLY BOASBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 6175722532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 650202 | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024650202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET BOASBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175722532 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHOTIOS G FRANGOS | PreparerPersonNm |
| PTIN | P01694468 | PTIN |
| Phone | 8472345000 | 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 | $14,074,839 | 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 | $651,784 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $244,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,259 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $476 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $896,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,564 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,950 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,442 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,526,403 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,526,403 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,611,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,526,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$714,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,747 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,159 | CashBOYAmt |
| Cash EOY | $59,053 | CashEOYAmt |
| Cash EOYFMV | $59,053 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,437,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,587,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,587,569 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,578,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,092,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,127,501 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $104,398 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $92,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $300,716 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,217,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,831,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,074,839 | 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 | $9,217,217 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,831,926 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,217,217 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,831,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,217,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,831,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,217,217 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$714,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $329,389 | OtherIncreasesAmt |
| Subtotal | $8,831,926 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,831,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADEED SECURITIES | PropertyDesc |
| Gross Sales Price | $476 | GrossSalesPriceAmt |
| Cost Or Other Basis | $171 | CostOrOtherBasisAmt |
| Gain Or Loss | $305 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $305 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | 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 | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,682 | OverpaymentAmt |
| Applied To ES Tax | $3,682 | 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 |
| Individual With Books | MARGARET BOASBERG | IndividualWithBooksNm |
| Phone | 6175722532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 650202 | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024650202 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER BIERLY | ||||||||
| PO BOX 650202 | WEST NEWTON | MA | 024650202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET BOASBERG | ||||||||
| PO BOX 650202 | WEST NEWTON | MA | 024650202 | TRUSTEE | 2.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NEW YORK PLAZA 40TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $68,950 | 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 | $11,200,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,706,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,907,231 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,907,231 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,713,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $635,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $635,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,318 | TotalTaxAmt |
| Distributable Before Adj | $633,363 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $633,363 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $633,363 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,526,653 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,526,653 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $633,363 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,205 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,526,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,205 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $633,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $891,085 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $891,085 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $891,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $891,085 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER BIERLY | ContributingManagerNm |
| Contributing Manager | MARGARET BOASBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET BOASBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 650202 | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024650202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179653626 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS ONLY FOR CHARITABLE, EDUCATIONAL, OR SCIENTIFIC PURPOSES DEFINED BY SEC 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN REPERTORY THEATRE | |||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ASPCA | |||||||
| 293 2ND AVE | WALTHAM | MA | 02451 | N/A | PC | GENERAL SUPPORT | $10,000 |
| BEACON ACADEMY | |||||||
| 1574 SHERMAN AVE | EVANSTON | IL | 60201 | N/A | PC | GENERAL SUPPORT | $500 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | GENERAL SUPPORT | $500 |
| BEYOND BATTEN DISEASE FOUNDATION | |||||||
| 3305 STECK AVE SUITE 200 | AUSTIN | TX | 78757 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 1295 BOYLSTON STREET | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS | |||||||
| 1770 MASSACHUSETTS AVE STE 181 | CAMBRIDGE | MA | 02140 | N/A | PC | GENERAL SUPPORT | $750 |
| CAMP HOLIDAY TRAILS | |||||||
| 400 HOLIDAY TRAILS LANE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 024582530 | N/A | PC | GENERAL SUPPORT | $200 |
| CENTRE COUNTY SPORTS HALL OF FAME | |||||||
| PO BOX 133 | LEMONT | PA | 168510133 | N/A | PC | GENERAL SUPPORT | $4,000 |
| CHADTOUGH DEFEAT DIPG FOUNDATION | |||||||
| PO BOX 907 | SALINE | MI | 48176 | N/A | PC | GENERAL SUPPORT | $3,000 |
| COMFORT ZONE CAMP | |||||||
| 6606 WEST BOARD STREET SUITE 401 | RICHMOND | VA | 23230 | N/A | PC | GENERAL SUPPORT | $1,200 |
| COMMUNITY FOUNDATION FOR NANTUCKET | |||||||
| 9 BAYBERRY COURT | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $5,000 |
| COURAGEOUS PARENTS NETWORK | |||||||
| 21 ROCHESTER ROAD | NEWTON | MA | 02458 | N/A | PC | GENERAL SUPPORT | $500 |
| CRADLES TO CRAYONS | |||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | N/A | PC | GENERAL SUPPORT | $5,000 |
| DIAN FOSSEY GORILLA FUND | |||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | N/A | PC | GENERAL SUPPORT | $29,814 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90600 | DURHAM | NC | 27708 | N/A | PC | GENERAL SUPPORT | $25,559 |
| ENDEAVOR GLOBAL | |||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FAIRWINDS | |||||||
| 20 VESPER LN L-1 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $500 |
| FAMILY ACCESS OF NEWTON | |||||||
| 492 WALTHAM STREET | NEWTON | MA | 02465 | N/A | PC | GENERAL SUPPORT | $500 |
| HORIZONS GREATER BOSTON | |||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | N/A | PC | GENERAL SUPPORT | $1,500 |
| HOUSING NANTUCKET | |||||||
| 75 OLD SOUTH ROAD | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $1,000 |
| INKY SANTA'S TOY DRIVE | |||||||
| PO BOX 2595 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL SUPPORT | $1,000 |
| JOHN D SOLOMON FELLOWSHIP | |||||||
| 165 CADMAN PLAZA | BROOKLYN | NY | 11201 | N/A | PC | GENERAL SUPPORT | $13,000 |
| LIVE4EVAN | |||||||
| PO BOX 845 | HOPKINTON | MA | 01748 | N/A | PC | GENERAL SUPPORT | $200 |
| MARINE MAMMAL ALLIANCE NANTUCKET (MMAN) | |||||||
| PO BOX 3625 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL SUPPORT | $250 |
| MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $2,500 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT ST UNIT 1 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $6,000 |
| NANTUCKET DREAMLAND FOUNDATION | |||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $2,500 |
| NANTUCKET PERFORMING ARTS CENTER | |||||||
| 5 NORTH WATER STREET | NANTUCKET | MA | 02554 | N/A | PC | GENERAL SUPPORT | $1,105,924 |
| NANTUCKET SAFE HARBOR FOR ANIMALS | |||||||
| PO BOX 2844 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL SUPPORT | $10,000 |
| NASHOBA LEARNING GROUP | |||||||
| 10 OAK PARK DRIVE | BEDFORD | MA | 01730 | N/A | PC | GENERAL SUPPORT | $250 |
| NATIONAL CATHEDRAL SCHOOL | |||||||
| 3612 WOODLEY ROAD | WASHINGTON | DC | 20016 | N/A | PC | GENERAL SUPPORT | $259 |
| NEWTON FOOD PANTRY | |||||||
| 1000 COMMONWEALTH AVE | NEWTON | MA | 02459 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NEWTON-WELLESLEY CHARITY FUND | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | N/A | PC | GENERAL SUPPORT | $2,500 |
| NORFOLK SPCA | |||||||
| 916 BALLENTINE BOULEVARD | NORFOLK | VA | 23504 | N/A | PC | GENERAL SUPPORT | $500 |
| ON THE ISLE | |||||||
| PO BOX 756 | NANTUCKET | MA | 25564 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PC | GENERAL SUPPORT | $503 |
| PASADENA HUMANE | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | GENERAL SUPPORT | $500 |
| PROJECT BREAD - WALK FOR HUNGER | |||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ROBERT F KENNEDY HUMAN RIGHTS | |||||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY E 400 | FAIRFIELD | CT | 06825 | N/A | PC | GENERAL SUPPORT | $1,512 |
| SCONSET TRUST | |||||||
| PO BOX 821 | SIASCONSET | MA | 02564 | N/A | PC | GENERAL SUPPORT | $12,724 |
| SQUASHBUSTERS | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | N/A | PC | GENERAL SUPPORT | $100 |
| ST JUDES RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $1,000 |
| STANFORD GSB | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SUMMITS EDUCATION | |||||||
| 800 BOYLSTON STREET NO 300 | BOSTON | MA | 02199 | N/A | PC | GENERAL SUPPORT | $1,000 |
| THE CULTURAL LANDSCAPE FOUNDATION | |||||||
| 1711 CONNECTICUT AVENUE NW 200 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $1,000 |
| THE HUMANE SOCIETY | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $2,700 |
| THE KELLY S BRUSH FOUNDATION | |||||||
| 3 MAIN STREET | BURLINGTON | VT | 05401 | N/A | PC | GENERAL SUPPORT | $250 |
| THE NEW TEACHER PROJECT (TNTP) | |||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THRIVE FUNDS | |||||||
| 199 OTIS STREET | NEWTON | MA | 02465 | N/A | PC | GENERAL SUPPORT | $2,500 |
| UNIVERSITY OF VIRGINIA | |||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL SUPPORT | $213,083 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $2,500 |
| YALE ALUMNI FUND | |||||||
| 206 ELM STREET | NEW HAVEN | CT | 06520 | N/A | PC | GENERAL SUPPORT | $625 |
| YOUTH VILLAGES | |||||||
| 3320 BROTHER BOULEVARD | MEMPHIS | TN | 38133 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,526,403 | 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 | $244,259 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $244,564 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,564 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER BIERLY AND MARGARET BOASBERG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 650202 | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024650202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,553,331 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,711 SHARES OF ISHARES RUSSELL MID-CAP | $251,310 | 2025-01-23 |
| 1 | 3,607 SHARES OF ISHARES RUSSELL MID-CAP | $300,716 | 2025-04-25 |
| 1 | 4,564 SHARES OF ISHARES RUSSELL MID-CAP | $427,601 | 2025-07-17 |
| 1 | 39 SHARES OF STATE STREET SDR S&P 500 | $24,494 | 2025-07-17 |
| 1 | 3,470 SHARES OF ROLLS ROYCE HOLDINGS PLC | $46,880 | 2025-07-18 |
| 1 | 107 SHARES OF BROADCOM INC | $30,317 | 2025-07-18 |
| 1 | 57.393 SHARES OF NETFLIX | $69,402 | 2025-07-18 |
| 1 | 1,769 SHARES OF BARCLAYS PLC | $36,494 | 2025-10-02 |
| 1 | 483 SHARES OF TAIWAN SEMICONDUCTOR MANUFACTURING CO | $139,157 | 2025-10-02 |
| 1 | 1,110 SHARES OF BANCO BILBAO VIZCAYA ARGENTARIA | $21,179 | 2025-10-02 |
| 1 | 465 SHARES OF CRH PLC | $56,330 | 2025-10-02 |
| 1 | 784 SHARES OF ISHARES RUSSELL MID-CAP | $76,001 | 2025-10-02 |
| 1 | 301 SHARES OF ISHARES RUSSELL 2000 | $73,450 | 2025-10-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,425 | Amt |
| Net Investment Income | $7,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART I, LINE 25, COLUMN (A) CONTRIBUTIONS, GIFTS, GRANTS PAID | FormAndLineReferenceDesc |
| Medium Explanation | ORGANIZATION: BIERLY BOASBERG FOUNDATIONTIN: 04-6903459TAX YEAR ENDED: DECEMBER 31, 2025FORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID:1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 126 SHARES OF AMAZON3.BOOK VALUE: $12,311.06METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $26,710.74METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 35 SHARES OF CRH PLC3. BOOK VALUE: $1,493.61METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $3,103.45METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 4 SHARES OF ALPHABET3. BOOK VALUE: $301.87METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $682.72METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTE FORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 8 SHARES OF CRH PLC3. BOOK VALUE: $338.87METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $709.36METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 7 SHARES OF SAP AG3. BOOK VALUE: $704.17METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $2,053.03METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 22 SHARES OF SERVICENOWINC3. BOOK VALUE: $9,199.09METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $22,113.52METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 6 SHARES OF COSTCO3. BOOK VALUE: $2,618.55METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $5,897.46METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 8 SHARES OF CRH PLC3. BOOK VALUE: $338.87METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $712.56METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 850 SHARES OF NVIDIA CORPORATION3. BOOK VALUE: $35,771.87METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $131,767.00METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 52 SHARES OF SNAP-ON INC3. BOOK VALUE: $7,874.72METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $16,096.60METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 260 SHARES OF FIDELITY 500 INDEX FUND3. BOOK VALUE: $11,905.40METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $56,109.78METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 107 SHARES OF BROADCOM INC3. BOOK VALUE: $9,114.58METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $31,343.51METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 89 SHARES OF ISHARES CORE S&P 500 ETF3. BOOK VALUE: $15,568.15METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $56,169.68METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 57 SHARES OF NETFLIX3. BOOK VALUE: $24,513.77METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $65,428.59METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 3,470 SHARES OF ROLLS ROYCE HOLDINGS PLC3. BOOK VALUE: $14,292.93METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $49,482.20METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 16 SHARES OF ISHARES CORE S&P 500 ETF3. BOOK VALUE: $2,867.66METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $10,223.68METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTE | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7880 SHARES OF ISHARES BARCLAYS 1-3 YR TSY BD (SHY) | $678,767 | $652,622 |
| 2351 SHARES OF ISHARES CORE S&P 500 ETF (IVV) | $791,794 | $1,610,294 |
| 7717 SHARES OF ISHARES MSCI EAFE ETF (EFA) | $622,141 | $741,064 |
| 19726 SHARES OF ISHARES RUSSELL MID-CAP ETF (IWR) | $754,353 | $1,899,022 |
| 5427 SHARES OF ISHARES RUSSELL MIDCAP G ETF (IWP) | $565,956 | $743,173 |
| 4299 SHARES OF ISHARES RUSSELL MIDCAP V ETF (IWS) | $475,553 | $606,374 |
| 16332 SHARES OF ISHARES S&P 500 GRWTH ETF (IVW) | $1,132,392 | $2,013,082 |
| 7320 SHARES OF ISHARES S&P 500 VAL ETF (IVE) | $1,047,695 | $1,552,352 |
| 4192 SHARES OF PIMCO ENHANCED SHRT MTRT EXC (MINT) | $425,052 | $420,625 |
| 2257 SHARES OF SPDR S&P 500 ETF TRUST (SPY) | $473,966 | $1,539,093 |
| 1110 SHARES OF BANCO BILBAO VIZ ARG SA ADS (BBVA) | $6,073 | $25,874 |
| 1769 SHARES OF BARCLAYS PLC ADR (BCS) | $12,701 | $45,021 |
| 465 SHARES OF CRH PLC (CRH) | $21,714 | $58,032 |
| 483 SHARES OF TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) | $54,151 | $146,779 |
| 301 SHARES OF ISHARES RUSSELL 2000 ETF (IWM) | $30,548 | $74,094 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1265 SHARES OF FIDELITY 500 INDEX FUND (FXAIX) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $92,448 | BookValueAmt |
| EOYFMV | $300,716 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON DONATED SECURITIES | Desc |
| Amt | $329,389 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $68,950 | Amt |
| Net Investment Income | $68,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,442 | $1,442 | $0 |
| FEDERAL EXCISE TAXES | $6,558 | $0 | $0 |