STRATEGY STUDIO / PUBLIC DATA EXPLORER

HIDDEN SPRING FOUNDATION TR AGREEMENT: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HIDDEN SPRING FOUNDATION TR AGREEMENT (EIN 27-6367116)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202631349349103018
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T12:23:42-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042462620PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ACADIA MANAGEMENT COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line145 SCHOOL STREET SUITE 402AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276367116EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIDDEN SPRING FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHIDDBusinessNameControlTxt
Phone6174265755PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ACADIA MGMT 45 SCHOOL ST 402AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH WHEATLAND FISHERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6174265755PhoneNum
Signature2026-05-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE FRAIOLIPreparerPersonNm
PTINP01381961PTIN
Phone6174265755PhoneNum
Preparation2026-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,800,762FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14,154InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,154InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$43,464DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,464DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$188,290NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$422,176GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$188,290CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$245,908TotalRevAndExpnssAmt
Total Net Invst Incm$245,908TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,569AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,569AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,409TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,409TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$72OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$72OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,409TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,641TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,111ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,111ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$89,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,409TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,752TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$156,747ExcessRevenueOverExpensesAmt
Net Investment Income$240,499NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$272,933CashBOYAmt
Cash EOY$5,099CashEOYAmt
Cash EOYFMV$5,099CashEOYFMVAmt
Sav And Temp Cash Invst EOY$244,389SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$244,389SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$722,154CorporateStockBOYAmt
Corporate Stock EOY$716,488CorporateStockEOYAmt
Corporate Stock EOYFMV$1,058,827CorporateStockEOYFMVAmt
Corporate Bonds BOY$228,848CorporateBondsBOYAmt
Corporate Bonds EOY$329,615CorporateBondsEOYAmt
Corporate Bonds EOYFMV$338,731CorporateBondsEOYFMVAmt
Other Investments BOY$66,608OtherInvestmentsBOYAmt
Other Investments EOY$151,269OtherInvestmentsEOYAmt
Other Investments EOYFMV$153,716OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,290,543TotalAssetsBOYAmt
Total Assets EOY$1,446,860TotalAssetsEOYAmt
Total Assets EOYFMV$1,800,762TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,058,614CapitalStockBOYAmt
Capital Stock EOY$1,057,495CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$231,929RetainedEarningBOYAmt
Retained Earning EOY$389,365RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,290,543TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,446,860TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,290,543TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,446,860TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,290,543TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$156,747ExcessRevenueOverExpensesAmt
Other Increases$689OtherIncreasesAmt
Subtotal$1,447,979SubtotalAmt
Other Decreases$1,119OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,446,860TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
OKTA INC CL AP2024-10-152025-03-06$45,205$31,490$13,715$13,715
CME GROUP INCP2021-09-032025-06-04$48,749$35,226$13,523$13,523
CORTEVA INC COMP2020-01-242025-04-21$8,835$4,187$4,648$4,648
FISERV INC COMP2022-03-222025-10-23$54,690$34,382$20,308$20,308
FORTINET INCP2019-09-202025-04-21$13,815$2,362$11,453$11,453
INTERNATIONAL BUS MACHP2021-09-032025-06-04$33,046$16,631$16,415$16,415
KINDER MORGAN COMP2020-10-282025-10-23$42,025$16,403$25,622$25,622
NEWMONT CORPP2024-10-152025-10-23$13,288$8,302$4,986$4,986
NORTHERN TRUST CORPP2010-10-062025-10-23$37,614$12,017$25,597$25,597
NOVARTIS AGP2011-06-022025-04-21$16,549$8,534$8,015$8,015
PARAMOUNT SKYDANCE CORPP2021-09-032025-10-23$21,442$29,890-$8,448-$8,448
SYSCO CORPP2010-02-182025-10-23$35,070$12,807$22,263$22,263
WILLIAMS COS INCP2018-04-162025-10-23$51,848$21,655$30,193$30,193
FieldValueIRS element (for citing)
Capital Gain Net Income$188,290CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,343InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,343SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,343TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$543TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksACADIA MANAGEMENT CO INCIndividualWithBooksNm
Phone6174265755PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line145 SCHOOL STREET STE 402AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARAH W FISHER
45 SCHOOL STREET STE 402BOSTONMA02108TRUSTEE1.00$0$0$0
DAVID J A FISHER
45 SCHOOL STREET STE 402BOSTONMA02108TRUSTEE1.00$0$0$0
THEA P C FISHER
45 SCHOOL STREET STE 402BOSTONMA02108TRUSTEE1.00$0$0$0
C T OTTO W FISHER
45 SCHOOL STREET STE 402BOSTONMA02108TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,575,346AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$95,839AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,671,185TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,671,185AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,068CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,646,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,306MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,306MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,343TaxBasedOnInvestmentIncomeAmt
Total Tax$3,343TotalTaxAmt
Distributable Before Adj$78,963DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$78,963DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$78,963DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,752ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$83,752QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,963DistributableAsAdjustedAmt
Undistributed Income PY$75,111UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$83,752QualifyingDistributionsAmt
Applied To Year1$75,111AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,641AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$70,322UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTRUSTEES HIDDEN SPRING FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line145 SCHOOL STREET STE 402AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6174265755RecipientPhoneNum
Form And Info And MaterialsORGANIZATIONS SHOULD SUBMIT A BRIEF STATEMENT OF THEIR PURPOSE, OBJECTIVES, AND ACTIVITIES. A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER UNDER IRS SECTION 501(C)(3) MUST BE SUBMITTED WITH APPLICATIONS.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS MAY BE SUBMITTED AT ANY TIME.SubmissionDeadlinesTxt
Restrictions On AwardsPREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS THAT THE DONOR AND MEMBERS OF THEIR FAMILY HAVE HISTORICALLY SUPPORTED, AS WELL AS REFERRALS MADE BY FAMILY MEMBERS. TO THE EXTENT THAT FUNDS ARE AVAILABLE, APPLICATIONS FROM OTHER ORGANIZATIONS ARE CONSIDERED.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARMENIAN INTERNATIONAL DENTAL ASSOCIATION
1842 BEACON STREETBROOKLINEMA02445NCFOR GENERAL USE BY CHARITY$1,500
BELMONT HILL SCHOOL
350 PROSPECT STREETBELMONTMA02478NCFOR GENERAL USE BY THE CHARITY$5,000
BOSTON HEALTHCARE FOR THE HOMELESS
780 ALBANY STREETBOSTONMA02118NCFOR GENERAL USE BY THE CHARITY.$8,031
CHURCH OF THE REDEEMER
698 TOTTEN WAYCINCINNATIOH45226NCFOR GENERAL USE BY THE CHARITY$1,522
CRECHE
77 WACHUSETT STREETBOSTONMA02130NCFOR GENERAL USE BY THE CHARITY$1,500
ECCLESIA MINISTRIES
15 NEWBURY STREETBOSTONMA02116NCFOR GENERAL USE BY THE CHARITY$5,000
EPIPHANY SCHOOL
154 CENTRE STREETDORCHESTERMA02124NCFOR GENERAL USE BY THE CHARITY.$3,750
EPIPHANY SCHOOL EARLY LEARNING CENTER
154 CENTRE STREETDORCHESTERMA02124NCFOR GENERAL USE BY THE CHARITY FOR THE EARLY LEARNING CENTER$2,250
GROTON SCHOOL
PO BOX 991GROTONMA01450NCFOR GENERAL USE BY CHARITY$5,007
HARVARD PUBLIC CULTURE PROJECT
2 MORRISSEY BLVD MA5-527-02-07DORCHESTERMA02125NCFOR GENERAL USE BY THE CHARITY$5,022
HORIZONS FOR HOMELESS CHILDREN
1785 COLUMBUS AVEROXBURYMA02119NCFOR GENERAL USE BY THE CHARITY$3,522
INTERNATIONAL RED CROSS
1100 CONNECTICUT AVE NW STE 500WASHINGTONDC20036NCFOR GENERAL USE BY THE CHARITY$4,500
LOAVES AND FISHES FOOD PANTRY
PO BOX 1672ELLSWORTHME04605NCFOR GENERAL USE BY THE CHARITY.$4,000
MANO EN MANO
PO BOX 573MILLBRIDGEME04658NCFOR GENERAL USE BY CHARITY$2,500
PEABODY ESSEX MUSEUM
EAST INDIA SQUARESALEMMA01970NCRICHARD WHEATLAND II FUND.$2,000
PLANNED PARENTHOOD
1055 COMMONWEALTH AVEBOSTONMA02215NCFOR GENERAL USE BY THE CHARITY$5,007
SALVE REGINA ACADEMY
9 CHURCH STREETGORHAMNH03581NCFOR GENERAL USE BY THE CHARITY$10,000
SORRENTO LIBRARY
PO BOX 54SORRENTOME04677NCFOR GENERAL USE BY CHARITY$2,500
WOMEN FOR HEALTHY RURAL LIVING
PO BOX 463MILBRIDGEME04658NCFOR GENERAL USE BY THE CHARITY$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,111TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,154RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$43,464RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$188,290RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$245,908RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$245,908TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3NOT APPLICABLE
4NOT APPLICABLE
8NOT APPLICABLE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEE$7,569$0$7,569
TAX PREPARATION$1,000$0$1,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$329,615EOYBookValueAmt
EOYFMV$338,731EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$716,488EOYBookValueAmt
EOYFMV$1,058,827EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN TOWER CORP NEW COMAT COST$43,732$35,114
CROWN CASTLE INC COMAT COST$46,014$39,992
EFTPAT COST$61,523$78,610

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR CORPORATE BOND BASISDesc
Amt$1,119Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA FILING FEEDesc
Revenue And Expenses Per Books$72RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$72DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONDesc
Amt$689Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$767$767$0
FEDERAL TAX PAYMENT$1,842$1,842$0
2025 ESTIMATED TAX PAYMENTS$2,800$2,800$0