2024-12-09T09:44:32-08:00 2023-12-31 042498131 LEAHY CODY & ODONNELL LLC 63 Winthrop Street Taunton MA 02780 990PF 2023-01-01 222474056 COPELAND FAMILY FOUNDATION INC COPE 6176985976 1183 RANDOLPH AVENUE MILTON MA 02186 MARTHA VERDONE President 2024-12-09 true true Maureen F Cody CPA P00506751 5088246622 2023 2024-10-15 13:58:12Z X 44853948 X X 739190 739190 739190 14400 14400 14400 14400 10392 15996804 10392 763982 763982 753590 399985 399985 5575 5575 20600 10300 10300 158168 156105 2063 50693 21577 29116 41394 175921 49566 126355 852336 237548 573394 1715000 1715000 2567336 237548 2288394 -1803354 526434 753590 1216419 1392678 1392678 71857 60486 67855 33464847 35788415 35788415 4825000 4105175 783178 3363391 3321997 2141295 2131391 2780000 40257809 42694967 44853948 19500 20000 1 19501 20000 X 40238308 42674967 40238308 42674967 40257809 42694967 40238308 -1803354 4240013 42674967 42674967 PUBLICALLY TRADED SECURITIES-BBH P 2023-01-01 2023-12-15 110128 234805 -124677 -124677 PUBLICALLY TRADED SECURITIES-BBH P 2000-01-01 2023-06-15 4854361 4484132 370229 370229 PUBLICALLY TRADED SECURITIES-SCHWAB P 2000-01-01 2023-06-14 11032315 11267475 -235160 -235160 10392 -124677 7317 7317 7317 39444 39444 X 32127 32127 false false false false false false false true true MA true false false false false true N/A MARTHA VERDONE 6176985976 1183 RANDOLPH AVE MILTON MA 02186 false false false false false false false false false false false false false false false false false false false false false false MARTHA VERDONE C/O 1183 RANDOLPH AVE MILTON MA 02186 President 40.00 130000 JOHN TOBIN C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Treasurer 40.00 136050 JOYCE TOBIN C/O 1183 RANDOLPH AVENUE MILTON MA 02186 CLERK 40.00 97935 MARY GORMLEY C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Director 1.00 9000 GEORGE P MORAN C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Director 1.00 9000 RAYMOND G PELISSIER C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Director 1.00 9000 RICHARD G WELLS JR C/O 1183 RANDOLPH AVENUE MILTON MA 02186 Director 1.00 9000 NONE PRW ASSOCIATES INC 1 PINE HILL DRIVE QUINCY MA 02169 INVESTMENT MGMT 67030 LEAHY CODY & ODONNELL LLC 63 WINTHROP ST TAUNTON MA 02780 ACCOUNTING 20600 PAYCHEX 14 PANORAMA TRAIL ROCHESTER NY 14625 PAYROLL 2063 CODY CODY & MCCARTHY 1 PINE HILL DR QUINCY MA 02169 LEGAL 5575 BROWN BROTHERS HARRIMAN & CO 40 WATER STREET BOSTON MA 02109 INVESTMENT MGMT 89075 34139746 1304549 0 35444295 0 35444295 531664 34912631 1745632 1745632 7317 7317 1738315 1738315 1738315 2288394 2288394 1738315 274992 2288394 274992 0 1738315 275087 275087 0 275087 275087 X COPELAND FAMILY FOUNDATION INC 1183 RANDOLPH AVENUE MILTON MA 02186 A LETTER SUMMARIZING THE PROJECT AND SPECIFY THE AMOUNT REQUESTED. EVIDENCE OF TAX EXEMPT STATUS 501(C)(3). APPLICATIONS ARE ACCEPTED ANY TIME NO RESTRICTIONS - REPLIES AS TO ACCEPTANCE. REJECTION OR DEFERRAL ARE MADE PROMPTLY. GEOGRAPHICAL AREA IS A FACTOR BUT NOT THE ONLY DETERMINANT. SEE ATTACHED LISTING 1183 RANDOLPH AVE MILTON MA 02186 NONE PUBLIC CHARITABLE 1715000 1715000 14 739190 16 14400 10392 753590 10392 763982 false false false false false false false false false false ACCOUNTING FEES 20600 10300 0 10300 BUILDING - 1183 RANDOLPH 2001-04-30 300000 167303 SL 0.0256 7692 BUILDING IMPROVEMENTS 2003-12-15 154978 75837 SL 0.0256 3974 NEW DOORS 2004-09-10 6526 3062 SL 0.0256 167 BUILDING IMPROVEMENTS-CTC 2004-07-01 467213 221614 SL 0.0256 11979 BUILDING IMPROVEMENTS-CTC 2005-07-01 147898 66360 SL 0.0256 3792 BUILDING IMPROVEMENTS 2007-11-26 52816 20536 SL 0.0256 1354 IRRIGATION INSTALLATION 2007-10-25 6946 2716 SL 0.0256 178 STONE WALL& DRIVEWAY EXPN 2005-11-02 9250 7948 SL 20.0000 463 LAND IMPROVEMENTS - TREES 2009-11-06 11344 9935 SL 0.0667 757 ROOF 2009-09-30 12682 4320 SL 0.0256 325 BUILDING IMPROVEMENTS 2010-08-19 161525 51259 SL 0.0256 4142 LAND IMPROVEMENTS 2011-07-30 72742 55794 SL 0.0667 4852 BATHROOM REMODEL 2019-06-01 67050 6090 SL 0.0256 1719 Buildings 1417819 693409 724410 Improvements 93336 79749 13587 Land 2584000 2584000 Miscellaneous 10020 10020 LEGAL FEES 5575 0 0 5575 COPELAND INC 30000 COPELAND PROPERTIES, LP 2750000 INVESTMENT IN COPELAND PROPERTIES, INC. 30013 30000 INVESTMENT IN COPELAND PROPERTIES, LP 2111282 2101391 BANK SERVICE CHARGES 92 92 COMPUTER ANNUAL MAINTENANCE 15250 15250 DUES AND SUBSCRIPTIONS 850 850 INSURANCE 108468 45730 62738 OFFICE EXPENSES 1884 942 942 REPAIRS & MAINTENANCE 40695 40695 UTILITIES 8682 2894 5788 INVESTMENT ADVICE 156105 156105 0 0 PAYROLL SERVICE FEES 2063 0 0 2063 2023 Federal taxes 7369 3684 3685 FEDERAL TAXES 3338 3338 FOREIGN TAXES 4859 4859 PAYROLL TAXES 26068 13034 13034 REAL ESTATE TAXES 9059 9059