Skip to content
Nonprofiteer
← ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068

Form 990 for tax year 2024

Filed by ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068.

Totals

Total revenue
$3,230,583
Total expenses
$2,861,858
Contributions and grants received
$0
Grants paid
$2,536,000
Program service revenue
$0
Investment income
$3,230,214
Other revenue
$369
Total assets, end of year
$42,947,401
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$42,947,401
Program services expenses (Part IX)
$2,536,000
Management and general expenses
$325,858
Fundraising expenses
$0
Program service expenses (Part III)
$2,536,000

Program services were 88.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,590,819 · excluded $1,590,819

  • 7a · Gross sales of assets other than inventory

    securities $7,947,413

  • 7b · Less cost or other basis and sales expenses

    securities $6,308,018

  • 7c · Gain or loss

    securities $1,639,395

  • 7d · Net gain or loss

    total $1,639,395 · excluded $1,639,395

  • 11a · Other revenue: FOREIGN TAXES RECLAIMED

    total $363 · excluded $363

  • 11b · Other revenue: CITIBANK SETTLEMENT PROCEEDS

    total $6 · excluded $6

  • 11e · Other revenue, total

    $369

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,536,000 · program services $2,536,000

  • 11a · Fees: management

    total $291,338 · management and general $291,338

  • 11c · Fees: accounting

    total $15,600 · management and general $15,600

  • 24a · Other expenses: FOREIGN TAXES

    total $9,299 · management and general $9,299

  • 24b · Other expenses: TAX PREPARATION FEES

    total $5,600 · management and general $5,600

  • 24c · Other expenses: GLOBE TAX FEES

    total $1,897 · management and general $1,897

  • 24d · Other expenses: ADR INVESTMENT EXPENSE

    total $1,324 · management and general $1,324

  • 24e · All other expenses

    total $800 · management and general $800

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1 · end of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $1,790,130 · end of year $1,692,119

  • 11 · Investments: publicly traded securities

    beginning of year $39,978,602 · end of year $40,521,567

  • 12 · Investments: other securities

    beginning of year $809,945 · end of year $733,714

  • 29 · Capital stock, trust principal or current funds

    beginning of year $42,663,522 · end of year $42,663,522

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$84,844 · end of year $283,879

Mission and programs · 2024

Mission

TO PROVIDE MONETARY SUPPORT FOR SPECIFICALLY NAMED CHARITIES IN THE TRUST INDENTURE.

  • PROVIDED MONETARY SUPPORT FOR THE MASSACHUSETTS EYE & EAR INFIRMARY, THE SISTERS OF ST MARGARET, THE CHURCH OF THE ADVENT, AND TUFTS UNIVERSITY SCHOOL OF MEDICINE, AS REQUIRED BY INDENTURE.

    Expenses $2,536,000 · Grants $2,536,000

As filed on the 2024 return.

Listed in Part VII

  • Robert G Bannish

    TRUSTEE ** SEE NOTE

    Total calculated
    $109,383
    From this org
    $0
    From related orgs
    $0
    Other
    $109,383
    Hours/week
    5

  • Gregory L Gullickson

    TRUSTEE ** SEE NOTE

    Total calculated
    $36,809
    From this org
    $0
    From related orgs
    $0
    Other
    $36,809
    Hours/week
    5

  • Zachary A Bourque

    TRUSTEE ** SEE NOTE

    Total calculated
    $72,573
    From this org
    $0
    From related orgs
    $0
    Other
    $72,573
    Hours/week
    5

  • Adam C Rutledge

    TRUSTEE ** SEE NOTE

    Total calculated
    $72,573
    From this org
    $0
    From related orgs
    $0
    Other
    $72,573
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • THE CHURCH OF THE ADVENT

    $634,000

    AS SPECIFICALLY REQUIRED BY TRUST INDENTURE.

  • THE SISTERS OF ST MARGARET

    $634,000

    AS SPECIFICALLY REQUIRED BY TRUST INDENTURE.

  • TUFTS UNIVERSITY

    $634,000

    AS SPECIFICALLY REQUIRED BY TRUST INDENTURE.-AS SPECIFICALLY REQUIRED BY TRUST INDENTURE

  • MASS EYE & EAR INFIRMARY

    $634,000

    AS SPECIFICALLY REQUIRED BY TRUST INDENTURE.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • RICE HEARD & BIGELOW INC

    S · PRIVATE TRUSTEES · MA

Provenance

Return type
form_990
Tax year
2024
Filed
17 August 2026
IRS schema version
2024v5.5
Source object
202602309349302500

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.