WANG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349105008
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T19:01:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208251930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TAX RESOURCES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 GREENWICH AVENUE | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | 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 | 222858458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WANG FOUNDATION CO MARY KATHLEEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WANG | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY KATHLEEN O'CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL FRADIN CPA | PreparerPersonNm |
| PTIN | P00001674 | PTIN |
| Phone | 4017398400 | 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 | $1,684,658 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $37,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,770 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $215,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,233 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,348 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,174 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,174 | 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 Rev And Expnss | $30,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | 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 |
| Other Expenses Rev And Expnss | $221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $186 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $299,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$84,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $186,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $377,963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $377,963 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $225,237 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $190,012 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $192,668 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $524,023 | CorporateStockBOYAmt |
| Corporate Stock EOY | $472,425 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,114,027 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $935,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,040,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,684,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $935,413 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,040,400 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $935,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,040,400 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $935,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,040,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $935,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$84,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $189,634 | OtherIncreasesAmt |
| Subtotal | $1,040,872 | SubtotalAmt |
| Other Decreases | $472 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,040,400 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 35000. US TREASURY N/B 4.875% 30 NOV 2025 | 2024-03-04 | 2025-09-24 | $35,041 | $35,013 | $28 | $28 | |
| 40. ALPHABET INC-CL C | 2018-08-20 | 2025-12-15 | $12,337 | $2,406 | $9,931 | $9,931 | |
| 80. AUTOMATIC DATA PROCESSING | 1998-12-31 | 2025-12-15 | $21,200 | $1,475 | $19,725 | $19,725 | |
| 240. CISCO SYSTEMS INC | 2002-08-19 | 2025-12-15 | $18,830 | $3,602 | $15,228 | $15,228 | |
| 400. FASTENAL CO | 2018-08-20 | 2025-12-15 | $16,998 | $6,062 | $10,936 | $10,936 | |
| 150. JOHNSON & JOHNSON | 1998-12-31 | 2025-12-15 | $32,120 | $3,827 | $28,293 | $28,293 | |
| 500. KINDER MORGAN INC | 2019-05-21 | 2025-12-15 | $13,320 | $9,204 | $4,116 | $4,116 | |
| 30. MASTERCARD INC - A | 2015-08-11 | 2025-12-15 | $17,027 | $2,918 | $14,109 | $14,109 | |
| 275. MERCK & CO. INC. | 1998-12-31 | 2025-12-15 | $27,299 | $10,093 | $17,206 | $17,206 | |
| 90. MICROSOFT CORP | 2001-01-10 | 2025-12-15 | $42,636 | $2,389 | $40,247 | $40,247 | |
| 105. PEPSICO INC | 2008-04-14 | 2025-12-15 | $15,856 | $7,485 | $8,371 | $8,371 | |
| 190. VERIZON COMMUNICATIONS INC | 2010-10-13 | 2025-12-15 | $7,809 | $6,171 | $1,638 | $1,638 | |
| 70. ACCENTURE PLC-CL A | 2018-08-20 | 2025-12-15 | $19,118 | $11,556 | $7,562 | $7,562 | |
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,770 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,305 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,305 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,588 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,588 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,283 | OverpaymentAmt |
| Applied To ES Tax | $2,283 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| 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 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FREDERICK A WANG | ||||||
| 118 HUNTINGTON AVENUE APT601 | BOSTON | MA | 02116 | TRUSTEE | 4 | $20,000 |
| COURTNEY S WANG | ||||||
| 14114 DALLAS PARKWAY SUITE 300 | DALLAS | TX | 75240 | TRUSTEE | 1 | $0 |
| MARY KATHLEEN O'CONNELL ESQ | ||||||
| GOODWIN PROCTER LLP 100 NORTHERN A | BOSTON | MA | 02210 | TRUSTEE | 2 | $18,348 |
| 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 | $1,489,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,675,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,675,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,650,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,305 | TotalTaxAmt |
| Distributable Before Adj | $80,232 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,232 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,709 | 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 | $243,709 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $310,515 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $268,072 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $145,146 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $239,253 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $144,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,107,386 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,232 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,477 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,270,863 | 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 | $310,515 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $960,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $268,072 | ExcessFromYear4Amt |
| Excess From Year3 | $145,146 | ExcessFromYear3Amt |
| Excess From Year2 | $239,253 | ExcessFromYear2Amt |
| Excess From Year1 | $144,400 | ExcessFromYear1Amt |
| Excess From Current Year | $163,477 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE STREET SUITE 300-2 | MEDFORD | MA | 02155 | NONE | PC | LACROSSE PROGRAM | $10,000 |
| YMCA of Chinatown | |||||||
| 8 OAK STREET W | Boston | MA | 02116 | NONE | PC | LGCY DINNER | $5,000 |
| Birches School | |||||||
| PO BOX 237 | LINCOLN | MA | 01773 | NONE | PC | CURRENT YEAR PROGRAMS | $15,000 |
| The Hockaday School | |||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | PC | ANNUAL FUND | $1,000 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PC | ANNUAL FUND | $10,000 |
| BROWN UNIVERSITY | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PC | ANNUAL FUND | $1,000 |
| Brown University - FA WANG | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PC | STUDENT SCHOLARSHIPS | $10,000 |
| Children's Hospital - Boston | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | CURRENT YEAR SUPPORT | $1,000 |
| Environmental League Of Massachusetts | |||||||
| 14 BEACON ST SUITE 714 | BOSTON | MA | 02108 | NONE | PC | CURRENT YEAR EXPENSES | $1,000 |
| Give The Kids The World Foundation | |||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | NONE | PC | CURRENT YEAR PROGRAMS | $1,000 |
| MAKE A WISH FOUNDATION-MA AND RI | |||||||
| 133 FEDERAL STREET 2ND FLOOR | Boston | MA | 02110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Massachusetts Audubon Society | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PC | ANNUAL FUND APPEAL | $1,000 |
| Rosie's Place | |||||||
| 889 HARRISON AVENUE | Boston | MA | 02118 | NONE | PC | GE | $1,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PC | HUB CAMPAIGN | $25,000 |
| Shady Hill School | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PC | F.A. WANG SCHOLARSHIP FUND | $5,000 |
| WGBH | |||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PC | ANNUAL FUND APPEAL | $3,000 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PC | CAPITAL CAMPAIGN FUND | $25,000 |
| Shady Hill School | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PC | ANNUAL FUND | $7,500 |
| Boch Center | |||||||
| 111 PINE STREET | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL SUPPORT | $20,000 |
| TRUSTEES OF TUFTS UNIVERSITY | |||||||
| 80 GEORGE STREET SUITE 300-2 | MEDFORD | MA | 02155 | NONE | PC | CAPITAL GIFT | $50,000 |
| GOVERNOR DUMMER ACADEMY | |||||||
| 1 ELM STREET | BYFIELD | MA | 01922 | NONE | PC | REUNION GIFT | $1,000 |
| DALLAS CASA | |||||||
| 2757 SWISS AVENUE | Dallas | TX | 75204 | NONE | PC | GENERAL PURPOSE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,500 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,463 | 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 | $177,770 | 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 | $215,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,233 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 70 SHS ACCENTURE PLC CL A | $11,556 | $18,781 |
| 125 SHS AIR PRODUCTS & CHEMICA | $29,531 | $30,878 |
| 400 SHS ALCON INC | $17,286 | $31,524 |
| 240 ALPHABET INC CL C | $14,437 | $75,312 |
| 160 SHS AMAZON.COM INC | $15,020 | $36,931 |
| 300 SHS BHP GROUP LTD SPONS | $23,261 | $18,111 |
| 200 SHS DISNEY WALT CO | ||
| 180 SHS AUTOMATIC DATA PROCESS | $3,318 | $46,301 |
| 600 SHS CVS HEALTH CORP | ||
| 65 SHS ECOLAB INC | $12,558 | $17,064 |
| 1200 SHS FASTENAL CO | $18,186 | $48,156 |
| 260 SHS JOHNSON & JOHNSON | $6,634 | $53,807 |
| 2000 SHS KINDER MORGAN | $36,817 | $54,980 |
| 195 SHS MASTERCARD INC | $18,964 | $111,322 |
| 345SHS MERCK & CO | $12,662 | $36,315 |
| 400 SHS NOVARTIS AG SPONS | ||
| 265 SHS PROCTER & GAMBLE | $7,013 | $37,977 |
| 260 SHS CISCO SYSTEMS INC | $3,903 | $20,028 |
| 400 SHS INTEL CORP | ||
| 75 SHS INTUIT | $23,137 | $49,682 |
| 280 SHS MICROSOFT | $7,432 | $135,414 |
| 500 SHS COCA COLA | $10,330 | $34,955 |
| 400 SHS SOUTHERN CO | $11,275 | $34,880 |
| 165 SHS PEPSICO INC | $11,762 | $23,681 |
| 1010 SHS VERIZON COMM | $32,805 | $41,137 |
| 200 SHS QUALCOMM INC | $14,394 | $34,210 |
| 217 SHS WARNER BROS DISCOVERY | ||
| 108 SHS WOODSIDE ENERGY GROUP | ||
| 80 SANDOZ GROUP AG SPONSORED A | ||
| 25 THERMO FISHER SCIENTIFIC IN | $13,665 | $14,486 |
| 34 WATERS CORP | ||
| 225 SHS GLOBAL PAYMENTS INC | $22,936 | $17,415 |
| 75 SHS INTUIT INC | ||
| 155 SHS IQVIA HOLDINGS | $38,311 | $34,939 |
| 1350 SHS RENTOKIL INITIAL PLC | $39,641 | $39,771 |
| 34 SHS SYNOPSYS INC | $15,591 | $15,970 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $190,012 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $192,668 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $30,000 | LegalFeesAmt |
| Net Investment Income | $30,000 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FED HERMES POSTED IN 2026 TAXED IN 25 | $465 |
| ROUNDING ADJUSTMENT | $7 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA PC FEE | $35 | $0 | $35 |
| ADR FEE | $183 | $183 | $0 |
| MISC EXP | $3 | $3 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FED HERMES POSTED IN 2025 TAXED 24 | $134 |
| OUTSTANDING CHECKS | $189,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $6,292 | $0 | $0 |
| FOREIGN TAXES | $47 | $47 | $0 |