MERRILL FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MERRILL FAMILY CHARITABLE FOUNDATION INC (EIN 22-3494040)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349103373
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T14:01:12-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042738098 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOULSTON & STORRS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 223494040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERR | BusinessNameControlTxt |
| Phone | 6174821776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 POST OFFICE SQUARE FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE MERRILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174821776 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J RUBY | PreparerPersonNm |
| PTIN | P00612163 | PTIN |
| Phone | 6175746482 | 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 | $772,017 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $3,975 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,975 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $527,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $808,876 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $527,185 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $545,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $545,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,287 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,457 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,829 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,983 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,983 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,797 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $474 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,812 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $828,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $828,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $854,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $840,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$309,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $540,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126 | CashBOYAmt |
| Cash EOY | $53 | CashEOYAmt |
| Cash EOYFMV | $53 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $161,476 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $497,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $303,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $715,276 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $659,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $360,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $772,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $659,168 | CapitalStockBOYAmt |
| Capital Stock EOY | $360,139 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $659,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $360,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $659,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $360,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $659,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$309,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,158 | OtherIncreasesAmt |
| Subtotal | $360,144 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $360,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200. NESTLE S A S/ADR | 2023-12-11 | 2025-02-14 | $18,371 | $22,592 | -$4,221 | -$4,221 |
| 25. NORFOLK SOUTHERN CORP COM | 1997-04-04 | 2025-02-14 | $6,465 | $186 | $6,279 | $6,279 |
| 150. ABBOTT LABS COM | 2009-10-19 | 2025-04-09 | $18,669 | $3,757 | $14,912 | $14,912 |
| 150. AMPHENOL CORP CL A | 2020-01-22 | 2025-04-09 | $9,855 | $4,030 | $5,825 | $5,825 |
| 150. INGERSOLL RAND INC CORP COMMON | 2002-01-04 | 2025-04-09 | $10,809 | $287 | $10,522 | $10,522 |
| 75. INTERNATIONAL BUSINESS MACHINES COM | 2023-08-18 | 2025-04-09 | $17,340 | $10,125 | $7,215 | $7,215 |
| 25. MASTERCARD INCORPORATED | 2016-02-22 | 2025-04-09 | $12,662 | $2,200 | $10,462 | $10,462 |
| 35. MICROSOFT CORP COM | 2009-10-19 | 2025-04-09 | $13,383 | $923 | $12,460 | $12,460 |
| 300. NEW YORK TIMES CO CL A | 2018-11-29 | 2025-04-09 | $14,253 | $8,087 | $6,166 | $6,166 |
| 150. NVIDIA CORPORATION | 2019-01-25 | 2025-04-09 | $16,549 | $593 | $15,956 | $15,956 |
| 45. STRYKER CORP COM | 2017-03-06 | 2025-04-09 | $15,849 | $5,847 | $10,002 | $10,002 |
| 125. MEDTRONIC PLC | 2021-02-01 | 2025-04-09 | $10,466 | $13,981 | -$3,515 | -$3,515 |
| 50. TRANE TECHNOLOGIES PLC CORP PLC | 2002-01-04 | 2025-04-09 | $16,828 | $291 | $16,537 | $16,537 |
| 375. MEDTRONIC PLC | 2023-03-17 | 2025-05-01 | $31,326 | $32,635 | -$1,309 | -$1,309 |
| 200. AMPHENOL CORP CL A | 2020-01-22 | 2025-06-17 | $18,666 | $5,373 | $13,293 | $13,293 |
| 40. CATERPILLAR INC | 1997-04-04 | 2025-06-17 | $14,485 | $393 | $14,092 | $14,092 |
| 100. JOHNSON & JOHNSON COM | 1997-04-04 | 2025-06-17 | $15,415 | $549 | $14,866 | $14,866 |
| 100. NVIDIA CORPORATION | 2019-01-25 | 2025-06-17 | $14,478 | $395 | $14,083 | $14,083 |
| 50. ORACLE CORP COM | 2012-08-03 | 2025-06-17 | $10,771 | $1,542 | $9,229 | $9,229 |
| 45. ROCKWELL AUTOMATION INC | 2018-06-12 | 2025-06-17 | $14,526 | $8,071 | $6,455 | $6,455 |
| 30. L'OREAL | 2018-04-25 | 2025-06-17 | $12,678 | $6,968 | $5,710 | $5,710 |
| 75. ABBOTT LABS COM | 2009-10-19 | 2025-06-20 | $9,943 | $1,879 | $8,064 | $8,064 |
| 150. AMPHENOL CORP CL A | 2020-01-22 | 2025-06-20 | $14,033 | $4,030 | $10,003 | $10,003 |
| 70. APPLE COMPUTER INC COM | 2016-05-20 | 2025-06-20 | $13,881 | $1,666 | $12,215 | $12,215 |
| 75. BECTON DICKINSON & CO COM | 2023-08-18 | 2025-06-20 | $12,635 | $19,617 | -$6,982 | -$6,982 |
| 200. CARRIER GLOBAL CORP | 2009-10-19 | 2025-06-20 | $14,051 | $2,452 | $11,599 | $11,599 |
| 150. CROWN HOLDINGS INC | 2023-09-13 | 2025-06-20 | $15,539 | $13,613 | $1,926 | $1,926 |
| 75. FISERV INC COM | 2017-03-03 | 2025-06-20 | $12,263 | $4,000 | $8,263 | $8,263 |
| 40. INTERNATIONAL BUSINESS MACHINES COM | 2022-09-27 | 2025-06-20 | $11,268 | $4,893 | $6,375 | $6,375 |
| 15. MASTERCARD INCORPORATED | 2016-02-22 | 2025-06-20 | $8,044 | $1,320 | $6,724 | $6,724 |
| 150. MCCORMICK & CO COM NON VOTING | 2024-05-31 | 2025-06-20 | $10,958 | $10,840 | $118 | $118 |
| 15. MICROSOFT CORP COM | 2009-10-19 | 2025-06-20 | $7,199 | $396 | $6,803 | $6,803 |
| 125. NORFOLK SOUTHERN CORP COM | 1997-04-04 | 2025-06-20 | $31,702 | $931 | $30,771 | $30,771 |
| 75. NVIDIA CORPORATION | 2019-01-25 | 2025-06-20 | $10,800 | $296 | $10,504 | $10,504 |
| 50. ORACLE CORP COM | 2012-08-03 | 2025-06-20 | $10,381 | $1,542 | $8,839 | $8,839 |
| 150. RELX PLC SPON ADR | 2024-05-16 | 2025-06-20 | $7,834 | $6,597 | $1,237 | $1,237 |
| 25. STRYKER CORP COM | 2017-03-06 | 2025-06-20 | $9,371 | $3,249 | $6,122 | $6,122 |
| 25. TRANE TECHNOLOGIES PLC CORP PLC | 2002-01-04 | 2025-06-20 | $10,522 | $146 | $10,376 | $10,376 |
| 50. ORACLE CORP COM | 2012-08-03 | 2025-07-18 | $12,359 | $1,542 | $10,817 | $10,817 |
| 50. PEPSICO INC COM | 2007-06-13 | 2025-07-18 | $7,177 | $3,307 | $3,870 | $3,870 |
| 200. BRISTOL MYERS SQUIBB CO COM | 1997-04-04 | 2025-08-25 | $9,404 | $1,379 | $8,025 | $8,025 |
| 15. CATERPILLAR INC | 1997-04-04 | 2025-08-25 | $6,494 | $147 | $6,347 | $6,347 |
| 75. INGERSOLL RAND INC CORP COMMON | 2002-01-04 | 2025-08-25 | $6,018 | $144 | $5,874 | $5,874 |
| 70. JOHNSON & JOHNSON COM | 1997-04-04 | 2025-08-25 | $12,505 | $385 | $12,120 | $12,120 |
| 28. NVIDIA CORPORATION | 2019-01-25 | 2025-08-25 | $5,079 | $111 | $4,968 | $4,968 |
| 75. PEPSICO INC COM | 2007-06-13 | 2025-08-25 | $11,080 | $4,960 | $6,120 | $6,120 |
| 35. ABBOTT LABS COM | 2009-10-19 | 2025-11-03 | $4,315 | $877 | $3,438 | $3,438 |
| 40. ALPHABET INC CLASS C | 2016-02-22 | 2025-11-03 | $11,281 | $1,416 | $9,865 | $9,865 |
| 65. APPLE COMPUTER INC COM | 2016-05-20 | 2025-11-03 | $17,386 | $1,547 | $15,839 | $15,839 |
| 200. BRISTOL MYERS SQUIBB CO COM | 1997-04-04 | 2025-11-03 | $9,167 | $1,379 | $7,788 | $7,788 |
| 30. CATERPILLAR INC | 1997-04-04 | 2025-11-03 | $17,129 | $295 | $16,834 | $16,834 |
| 150. BECTON DICKINSON & CO COM | 2023-12-11 | 2025-11-06 | $25,514 | $35,272 | -$9,758 | -$9,758 |
| 3. NVIDIA CORPORATION | 2019-01-25 | 2025-11-25 | $522 | $12 | $510 | $510 |
| 80. FISERV INC COM | 2017-03-03 | 2025-11-26 | $4,869 | $4,267 | $602 | $602 |
| 20. ALPHABET INC CLASS C | 2016-02-22 | 2025-12-12 | $6,225 | $708 | $5,517 | $5,517 |
| 100. ORACLE CORP COM | 2012-08-03 | 2025-12-12 | $19,007 | $3,085 | $15,922 | $15,922 |
| 50. ALPHABET INC CLASS C | 2016-02-22 | 2025-12-18 | $15,167 | $1,769 | $13,398 | $13,398 |
| 35. APPLE COMPUTER INC COM | 2016-05-20 | 2025-12-18 | $9,497 | $833 | $8,664 | $8,664 |
| 130. INGERSOLL RAND INC CORP COMMON | 2002-01-04 | 2025-12-18 | $10,246 | $249 | $9,997 | $9,997 |
| 50. JOHNSON & JOHNSON COM | 1997-04-04 | 2025-12-18 | $10,442 | $275 | $10,167 | $10,167 |
| 10. MASTERCARD INCORPORATED | 2016-02-22 | 2025-12-18 | $5,658 | $880 | $4,778 | $4,778 |
| 30. MICROSOFT CORP COM | 2009-10-19 | 2025-12-18 | $14,558 | $791 | $13,767 | $13,767 |
| 160. NEW YORK TIMES CO CL A | 2018-11-29 | 2025-12-18 | $11,240 | $4,313 | $6,927 | $6,927 |
| 60. NVIDIA CORPORATION | 2019-01-25 | 2025-12-18 | $10,470 | $237 | $10,233 | $10,233 |
| 30. ROCKWELL AUTOMATION INC | 2018-11-29 | 2025-12-18 | $11,799 | $5,219 | $6,580 | $6,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $527,185 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,512 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,512 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,488 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,488 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW R HILLERY TRUSTEE | BusinessNameLine1Txt |
| Business Name Line2 | % GOULSTON & STORRS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174821776 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE MERRILL | ||||||
| c/o GOULSTON ONE POST OFFICE SQ | BOSTON | MA | 02109 | PRESIDENT | 1 | $0 |
| PAUL MERRILL | ||||||
| c/o GOULSTON ONE POST OFFICE SQ | BOSTON | MA | 02109 | VICE-PRESIDENT | 1 | $0 |
| AMY MERRILL | ||||||
| c/o GOULSTON ONE POST OFFICE SQ | BOSTON | MA | 02109 | SECRETARY | 1 | $0 |
| MATTHEW R HILLERY | ||||||
| c/o GOULSTON ONE POST OFFICE SQ | BOSTON | MA | 02109 | TRUSTEE | 1 | $0 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,008,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,102,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,102,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,086,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,512 | TotalTaxAmt |
| Distributable Before Adj | $46,795 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,795 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,795 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $840,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $840,312 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,795 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $293,078 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $252,252 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $708,456 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $635,162 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $661,505 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,550,453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $840,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,795 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $783,517 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,333,970 | 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 | $293,078 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,040,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $252,252 | ExcessFromYear4Amt |
| Excess From Year3 | $708,456 | ExcessFromYear3Amt |
| Excess From Year2 | $635,162 | ExcessFromYear2Amt |
| Excess From Year1 | $661,505 | ExcessFromYear1Amt |
| Excess From Current Year | $783,517 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HISTORIC SALEM COURTHOUSE | ||||||||
| PRESERVATION ASSOC INC | PO BOX 140 | SALEM | NY | 12865 | NONE | PC | GENERAL | $500 |
| AGRICULTURAL STEWARDSHIP | ||||||||
| ASSOCIATION | 2531 STATE ROAD 40 | GREENWICH | NY | 12834 | NONE | PC | GENERAL | $35,000 |
| SOUTHERN UTAH WILDERNESS ALLIANCE | ||||||||
| 425 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL | $8,000 | |
| ENGENDERHEALTH | ||||||||
| 440 9TH AVENUE 12FL | New York | NY | 10001 | NONE | PC | GENERAL | $5,000 | |
| WORLD MONUMENTS FUND | ||||||||
| 350 5TH AVE SUITE 2412 | NEW YORK | NY | 10118 | NONE | PC | GENERAL | $4,000 | |
| DIONONDEHOWA WILDLIFE SANCTUARY | ||||||||
| BONNIE HOAG | 148 STANTON RD | SHUSHAN | NY | 12816 | NONE | PC | GENERAL | $1,500 |
| SUSTAINABLE HARVEST INTERNATIONAL | ||||||||
| 104 MAINE ST | ELLSWORTH | ME | 04605 | NONE | PC | GENERAL | $10,000 | |
| INSTITUTE FOR PUBLIC AFFAIRS | ||||||||
| 2040 N MILWAUKEE AVE | CHICAGO | IL | 60647 | NONE | PC | BENEFIT IN THE TIME | $5,000 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 217059942 | NONE | PC | GENERAL | $5,000 | |
| CORPORATE ACCOUNTABILITY INTERNATIONAL | ||||||||
| 10 MILK STREET SUITE 610 | BOSTON | MA | 021084608 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| HUNTINGTON THEATRE COMPANY | ||||||||
| 264 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | FOR EDUCATION PROGRAMS | $10,000 | |
| WORCESTER FREE LIBRARY | ||||||||
| PO BOX 461 | WORCESTER | NY | 12197 | NONE | PC | GENERAL | $6,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $15,000 | |
| HUBBARD HALL PROJECT INC | ||||||||
| 25 E MAIN ST | CAMBRIDGE | NY | 12816 | NONE | PC | GENERAL | $2,000 | |
| PROJECT AGAINST VIOLENT ENCOUNTERS | ||||||||
| PO BOX 227 | BENNINGTON | VT | 05201 | NONE | PC | GENERAL | $3,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY ST SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL | $4,000 | |
| RUTLAND FREE LIBRARY | ||||||||
| 10 COURT STREET | RUTLAND | VT | 05701 | NONE | PC | GENERAL | $500 | |
| PLANNED PARENTHOOD OF SOUTHWEST AND | ||||||||
| CENTRAL FLORIDA | 736 CENTRAL AVE | SARASOTA | FL | 34236 | NONE | PC | GENERAL | $9,000 |
| MIRA COALITION | ||||||||
| 105 CHAUNCY STREET SUITE 901 | BOSTON | MA | 02111 | NONE | PC | GENERAL | $65,000 | |
| COMPANY ONE INC | ||||||||
| 539 TREMONT ST STUDIO 202 | BOSTON | MA | 02116 | NONE | PC | GENERAL | $27,500 | |
| ACLU FOUNDATION OF NEW HAMPSHIRE | ||||||||
| 268 BUSH ST 3432 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| COMFORT FOOD COMMUNITY | ||||||||
| PO BOX 86 | GREENWICH | NY | 12834 | NONE | PC | GENERAL | $7,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL | $3,000 | |
| FOS FEMINISTA | ||||||||
| ATTN DEVELOPMENT OFFICE | 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 100384730 | NONE | PC | GENERAL SUPPORT | $15,000 |
| DURHAM CRISIS RESPONSE CENTER | ||||||||
| 206 N DILLARD ST | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| INTERNATIONAL CONSORTIUM OF INVESTIGATIV | ||||||||
| ATTN JEFFREY WOOLVERTON | 1800 M STREET NW FRONT 1 33019 | WASHINGTON | DC | 20033 | NONE | PC | GENERAL SUPPORT | $5,000 |
| JOURNALISM DEVELOPMENT NETWORK | ||||||||
| OCCRP ATTN KATIE HUNT | 1220 L ST NW STE 100 497 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF THE EVERGLADES | ||||||||
| 900 SE FEDERAL HIGHWAY SUITE 323 | STUART | FL | 34994 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| RAZOM INC | ||||||||
| 140 2ND AVENUE SUITE 305 | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| UNITED HELP UKRAINE | ||||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20883 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| RUTLAND COUNTY HUMANE SOCIETY INC | ||||||||
| 765 STEVENS ROAD | PITTSFORD | VT | 05763 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||||
| 26 BLEECKER ST | NEW YORK | NY | 100122413 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| FULLER PROJECT FOR INTERNATIONAL | ||||||||
| REPORTING | 712 H ST NE PMB 37 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $4,000 |
| CAMBRIDGE VALLEY COMMUNITY DEVELOPMENT | ||||||||
| AND PRESERVATION PARTNERSHIP INC | P O BOX 72 | CAMBRIDGE | NY | 12816 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GLOBAL INVESTIGATIVE JOURNALISM NETWORK | ||||||||
| 2336 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| TUPELO PRESS INC | ||||||||
| 60 ROBERTS DRIVE - SUITE 308 | NORTH ADAMS | MA | 01247 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| HUDSON HEADWATERS HEALTH NETWORK | ||||||||
| ATTN DEVELOPMENT DEPT | 9 CAREY ROAD | QUEENSBURY | NY | 12804 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNDUE MEDICAL DEBT | ||||||||
| P O BOX 411675 | BOSTON | MA | 022411675 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| MASSACHUSETTS PEACE ACTION | ||||||||
| EDUCATION FUND | 1991 MASSACHUSETTS AVE | Cambridge | MA | 02140 | NONE | PC | GENERAL SUPPORT | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| CATSKILLS AGRARIAN ALLIANCE | ||||||||
| 35786 STATE HWY 10 | HAMDEN | NY | 13782 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| CENTRAL SQUARE THEATER | ||||||||
| 450 MASSACHUSETTS AVE | Cambridge | MA | 02139 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| TRANSCULTURAL EXCHANGE INC | ||||||||
| 300 SUMMER ST UNIT 36 | BOSTON | MA | 021101122 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WORLD POETRY BOOKS | ||||||||
| 925 BERGEN ST ATTN JAMES LOOP | BROOKLYN | NY | 11238 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CENTER FOR JUSTICE AND | ||||||||
| ACCOUNTABILITY | 268 BUSH ST 3432 | SAN FRANSISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNITED SOUTH END SETTLEMENTS | ||||||||
| 48 RUTLAND ST | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| HARVARD STREET NEIGHBORHOOD | ||||||||
| HEALTH CENTER INC | 632 BLUE HILL AVE | DORCHESTER | MA | 02121 | NONE | PC | GENERAL SUPPORT | $10,000 |
| STUDENT CLINIC FOR IMMIGRANT JUSTICE | ||||||||
| 217 HANOVER ST 320 | BOSTON | MA | 021139998 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PROJECT RIGHT | ||||||||
| 320A BLUE HILL AVE | BOSTON | MA | 02121 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HARRIS CENTER FOR CONSERVATION | ||||||||
| EDUCATION | 83 KINGS HIGHWAY | HANCOCK | NH | 03449 | NONE | PC | GENERAL SUPPORT | $15,000 |
| FOOD FOR FREE COMMITTEES | ||||||||
| 11 INMAN STREET | Cambridge | MA | 02139 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BOSTON HEATHCARE FOR THE HOMELESS | ||||||||
| PROGRAM INC | 140 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $3,000 |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| LGBTQ SENIOR HOUSING INC | ||||||||
| 59 HARVARD AVE | HYDE PARK | MA | 02136 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PFLAG GREATER BOSTON | ||||||||
| PO BOX 541619 | WALTHAM | MA | 024541659 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GLBTQ LEGAL ADVOCATES & DEFENDERS | ||||||||
| 18 TREMONT ST SUITE 950 | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SILVER LINING MENTORING INC | ||||||||
| PO BOX 541497 | WALTHAM | MA | 02454 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FENWAY COMMUNITY HEALTH CENTER INC | ||||||||
| 1340 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DOCUMENTARY EDUCATIONAL | ||||||||
| RESOURCES | 108 WATER STREET 5A | WATERTOWN | MA | 02472 | NONE | PC | GENERAL SUPPORT | $3,000 |
| ON THE RISE INC | ||||||||
| 341 BROADWAY | Cambridge | MA | 02139 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| RED BULL THEATER INC | ||||||||
| 191 7TH AVE APT 2S | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| SPHINX ORGANIZATION | ||||||||
| 2200 HUNT STREET SUITE 461 | DETROIT | MI | 48207 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NATIVE ARTS AND CULTURES FOUNDATION | ||||||||
| 800 SE 10TH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | Montgomery | AL | 36104 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HUDSON RIVER MUSIC | ||||||||
| HALL PRODUCTIONS | 210 MAIN ST | HUDSON FALLS | NY | 12839 | NONE | PC | GENERAL SUPPORT | $4,000 |
| NATIONAL FEDERATION OF | ||||||||
| COMMUNITY BROADCASTERS | PO BOX 1251 | BELGRADE | MT | 59714 | NONE | PC | GENERAL SUPPORT | $4,000 |
| BLACK OCEAN PUBLISHING | ||||||||
| BLACK OCEAN PRESS | PO BOX 52030 | BOSTON | MA | 02205 | NONE | PC | GENERAL SUPPORT | $20,000 |
| GUARDIAN ANGELS FOR SOLDIER'S PETS | ||||||||
| 402 BARTON LANE | GATESVILLE | TX | 765286806 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 606013389 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| STATE DEMOCRACY PROJECT | ||||||||
| 77 SANDS ST 6 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BARN RAISER MEDIA INC | ||||||||
| PO BOX 14770 | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| IES ABROAD | ||||||||
| 33 WEST MONROE STREET SUITE 2300 | CHICAGO | IL | 606035405 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| INSTITUTE ON TAXATION AND ECONOMIC | ||||||||
| POLICY | 1301 CONNECTICUT AVENUE NW STE 220 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $828,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,975 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $527,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $545,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $545,367 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $3,965 | Amt |
| Net Investment Income | $1,983 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,983 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $303,398 | EOYBookValueAmt |
| EOYFMV | $715,276 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSACTION BEFORE AND AFTER PERIOD | $158 |
| RETURNED CHECK | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $474 | $474 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $323 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $9,000 | $0 | $0 |