FLORENCE SAVINGS CHARITABLE FNDN INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE SAVINGS CHARITABLE FNDN INC (EIN 04-3422869)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-01
- IRS object ID
- 202410929349100631
- Schema version
- 2023v5.0
- 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 Bonds Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-01T13:42:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043422869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENCE SAVINGS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 4135861300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 MAIN STREET | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH E DARLING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135861300 | PhoneNum |
| Signature | 2024-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | DARLING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000009987 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN S NG | PreparerPersonNm |
| PTIN | P01067482 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2024-03-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,616,469 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $82,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,658 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,847 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,407 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,737 | CashBOYAmt |
| Cash EOY | $4,516 | CashEOYAmt |
| Cash EOYFMV | $4,516 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $129,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177,097 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177,097 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,433,998 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,434,856 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,434,856 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,584,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,616,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,616,469 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,584,970 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,616,469 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,584,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,584,970 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,616,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,584,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106,275 | OtherIncreasesAmt |
| Subtotal | $1,616,469 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM INVESTMENT | P | $49,985 | $54,955 | -$4,970 | -$4,970 |
| LONG TERM INVESTMENT | P | $49,374 | $56,185 | -$6,811 | -$6,811 |
| CAPITAL GAINS DIVIDENDS | P | $11,970 | $11,970 | $11,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,250 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $126 | OverpaymentAmt |
| Applied To ES Tax | $126 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SARAH DARLING | IndividualWithBooksNm |
| Phone | 4135871761 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 MAIN STREET | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH DARLING | ||||||||
| 85 MAIN STREET | FLORENCE | MA | 01062 | TREASURER | 1.00 | $0 | $0 | $0 |
| SUZANNE BECK | ||||||||
| 85 MAIN STREET | FLORENCE | MA | 01062 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FRANK STELLATO | ||||||||
| 85 MAIN STREET | FLORENCE | MA | 01062 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT F BORAWSKI | ||||||||
| 85 MAIN STREET | FLORENCE | MA | 01062 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE A AUBREY | ||||||||
| 85 MAIN STREET | FLORENCE | MA | 01062 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MELISSA RICHARDSON | ||||||||
| 85 MAIN STREET | FLORENCE | MA | 01062 | CLERK | 1.00 | $0 | $0 | $0 |
| ANDRE J MOTULSKI | ||||||||
| 85 MAIN STREET | FLORENCE | MA | 01062 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| MATTHEW GARRITY | ||||||||
| 85 MAIN STREET | FLORENCE | MA | 01062 | PRESIDENT | 1.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,393,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,554,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,554,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,531,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,124 | TotalTaxAmt |
| Distributable Before Adj | $75,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,813 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,813 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,635 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,624 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,251 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $94,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $293,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,813 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,357 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $373,503 | 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 | $56,390 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $317,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,635 | ExcessFromYear4Amt |
| Excess From Year3 | $51,624 | ExcessFromYear3Amt |
| Excess From Year2 | $42,251 | ExcessFromYear2Amt |
| Excess From Year1 | $94,246 | ExcessFromYear1Amt |
| Excess From Current Year | $80,357 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARAH DARLING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 MAIN STREET | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4135871761 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION AVAILABLE AT ABOVE ADDRESS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE APPLICATION FOR DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY TAX EXEMPT ORGANIZATIONS THAT QUALIFY AS SECTION 501(C)(3) ENTITIES IN THE GREATER NORTHAMPTON AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TAPESTRY | |||||||
| 296 NONOTUCK STREET | FLORENCE | MA | 01062 | NOT RELATED | PC | EXEMPT PURPOSE | $2,448 |
| BELCHERTOWN K-9 UNIT | |||||||
| 70 STATE STREET | BELCHERTOWN | MA | 01007 | NOT RELATED | PC | EXEMPT PURPOSE | $2,595 |
| WHOLE CHILDREN | |||||||
| 41 RUSSELL STREET BOX 15 | HADLEY | MA | 01035 | NOT RELATED | PC | EXEMPT PURPOSE | $2,693 |
| RK FINN RYAN ROAD SCHOOL PTO | |||||||
| 498 RYAN ROAD | FLORENCE | MA | 01062 | NOT RELATED | PC | EXEMPT PURPOSE | $2,889 |
| EMPTY ARMS BEREAVEMENT SUPPORT | |||||||
| 140 PINE STREET B2 | FLORENCE | MA | 01062 | NOT RELATED | PC | EXEMPT PURPOSE | $2,987 |
| NEW HINGHAM REGIONAL ELEMENTARY SCHOOL PTO | |||||||
| PO BOX 300 | CHESTERFIELD | MA | 01096 | NOT RELATED | PC | EXEMPT PURPOSE | $2,987 |
| SAFE PASSAGE | |||||||
| 76 CARLON DRIVE | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $3,133 |
| NORTHAMPTON COMMUNITY MUSIC CENTER | |||||||
| 139 SOUTH STREET | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $3,231 |
| EDWARD HOPKINS EDUCATIONAL FOUNDATION | |||||||
| PO BOX 664 | HADLEY | MA | 01035 | NOT RELATED | PC | EXEMPT PURPOSE | $3,329 |
| KESTREL LAND TRUST | |||||||
| PO BOX 1016 | AMHERST | MA | 01004 | NOT RELATED | PC | EXEMPT PURPOSE | $3,427 |
| PIONEER VALLEY PERFORMING ARTS CHARTER PUBLIC SCHOOL | |||||||
| 15 MULLIGAN DRIVE | SOUTH HADLEY | MA | 01075 | NOT RELATED | PC | EXEMPT PURPOSE | $3,574 |
| FRIENDS OF THE MN SPEAR LIBRARY | |||||||
| PO BOX 256 | SHUTESBURY | MA | 01072 | NOT RELATED | PC | EXEMPT PURPOSE | $4,063 |
| EASTHAMPTON COMMUNITY CENTER | |||||||
| 12 CLARK STREET | EASTHAMPTON | MA | 01027 | NOT RELATED | PC | EXEMPT PURPOSE | $4,308 |
| BARC INC | |||||||
| PO BOX 161 | BELCHERTOWN | MA | 01007 | NOT RELATED | PC | EXEMPT PURPOSE | $4,651 |
| WILLIAMSBURG FIREFIGHTER ASSOCIATION | |||||||
| PO BOX 425 | WILLIAMSBURG | MA | 01096 | NOT RELATED | PC | EXEMPT PURPOSE | $4,700 |
| GOSHEN FIREFIGHTERS ASSOCIATION | |||||||
| 56 MAIN STREET | GOSHEN | MA | 01032 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| FOOD BANK OF WESTERN MASSACHUSETTS | |||||||
| 97 NORTH HATFIELD ROAD | HATFIELD | MA | 01038 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| AMHERST SURVIVAL CENTER | |||||||
| 138 SUNDERLAND ROAD PO BOX 9629 | NORTH AMHERST | MA | 01059 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| FRIENDS OF WILLIAMSBURG LIBRARIES | |||||||
| PO BOX 46 | WILLIAMSBURG | MA | 01096 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| DAKIN HUMANE SOCIETY | |||||||
| PO BOX 6307 | SPRINGFIELD | MA | 01101 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| NORTHAMPTON SURVIVAL CENTER | |||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| FRIENDS OF LILLY LIBRARY | |||||||
| 19 MEADOW STREET | FLORENCE | MA | 01062 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| OUR LADY OF THE HILLS PARISH | |||||||
| 173 MAIN STREET | HAYDENVILLE | MA | 01039 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| FRIENDS OF FORBES LIBRARY | |||||||
| 20 WEST STREET | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| CANCER CONNECTION | |||||||
| 41 LOCUST STREET | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| MANNA SOUP KITCHEN | |||||||
| 48 ELM STREET | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| COOLEY DICKINSON HOSPITAL | |||||||
| 30 LOCUST STREET PO BOX 329 | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| THERAPEUTIC EQUESTRIAN CENTER INC | |||||||
| PO BOX 6808 | HOLYOKE | MA | 01041 | NOT RELATED | PC | EXEMPT PURPOSE | $3,574 |
| PIONEER VALLEY CHINESE IMMERSION CHARTER SCHOOL | |||||||
| 317 RUSSELL STREET | HADLEY | MA | 01035 | NOT RELATED | PC | EXEMPT PURPOSE | $3,623 |
| GROW FOOD NORTHAMPTON INC | |||||||
| 221 PINE STREET SUITE 349 | NORTHAMPTON | MA | 01062 | NOT RELATED | PC | EXEMPT PURPOSE | $3,819 |
| NORTHAMPTON YOUTH FOOTBALL LEAGUE | |||||||
| PO BOX 60512 | FLORENCE | MA | 01062 | NOT RELATED | PC | EXEMPT PURPOSE | $2,546 |
| SMITH VOCATIONAL AND AGRICULTURAL HIGH SCHOOL | |||||||
| 80 LOCUST STREET | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $3,721 |
| AMHERST NEIGHBORS | |||||||
| PO BOX 3428 | AMHERST | MA | 01004 | NOT RELATED | PC | EXEMPT PURPOSE | $3,721 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 516 CAREW STREET | SPRINGFIELD | MA | 01104 | NOT RELATED | PC | EXEMPT PURPOSE | $3,917 |
| THE PARISH CUPBOARD | |||||||
| 738 MAIN STREET | WEST SPRINGFIELD | MA | 01089 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| MENTAL HEALTH ASSOCIATION | |||||||
| 995 WORTHINGTON ST | SPRINGFIELD | MA | 01109 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| SPRINGFIELD RESCUE MISSION | |||||||
| 19 BLISS STREET PO BOX 9045 | SPRINGFIELD | MA | 01102 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| THOMAS J O'CONNOR FOUNDATION | |||||||
| 66 INDUSTRY AVENUE SUITE 3 | SPRINGFIELD | MA | 01104 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| HOLYOKE COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 300 HOMESTEAD AVENUE | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| LORRAINE'S SOUP KITCHEN AND PANTRY | |||||||
| 170 PENDEXTER AVENUE | CHICOPEE | MA | 01013 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| NORTHWESTERN CHILDREN'S ADVOCACY PROJECT INC | |||||||
| PO BOX 1247 | EASTHAMPTON | MA | 01027 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| GRAY HOUSE INC | |||||||
| 22 SHELDON STREET | SPRINGFIELD | MA | 01107 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| GREATER SPRINGFIELD HABITAT FOR HUMANITY | |||||||
| 268 COLD SPRING AVENUE | WEST SPRINGFIELD | MA | 01089 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| BOYS & GIRLS CLUB OF GREATER HOLYOKE | |||||||
| 70 NICK COSMOS WAY | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| NORTHAMPTON NEIGHBORS INC | |||||||
| PO BOX 231 | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $4,064 |
| IT TAKES A VILLAGE | |||||||
| PO BOX 146 | CUMMINGTON | MA | 01026 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,255 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,444 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF & COMPANY, P.C. | CategoryTxt |
| Amt | $5,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS & MUTUAL FUNDS | BondNm |
| EOY Book Value | $1,434,856 | EOYBookValueAmt |
| EOYFMV | $1,434,856 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA FILING FEES | Desc |
| Revenue And Expenses Per Books | $88 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $88 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $106,275 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2022 FEDERAL EXCISE TAXES | $157 | $0 | $0 |
| 2023 ESTIMATED TAXES | $1,250 | $0 | $0 |
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