ASSOCIATED CHARITIES OF GLOUCESTER: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATED CHARITIES OF GLOUCESTER (EIN 04-6048893)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349101133
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T11:01:21-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | 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 | 046048893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED CHARITIES OF GLOUCESTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 9782837079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 109 MAIN STREET | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SERENA LOW | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9782837079 | PhoneNum |
| Signature | 2024-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2024-04-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $119,206 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,230 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $420 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,650 | TotalNetInvstIncmAmt |
| 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $567 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $567 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $290 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33 | 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 | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37 | CashBOYAmt |
| Cash EOY | $30 | CashEOYAmt |
| Cash EOYFMV | $30 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,907 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $107,701 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,483 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,269 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $110,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $110,028 | CapitalStockBOYAmt |
| Capital Stock EOY | $106,420 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,420 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $110,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,607 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $106,421 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $106,420 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 47.2204 BARON EMERGING MARKETS FUND INST | 2016-02-03 | 2023-04-26 | $615 | $458 | $157 | $157 | |
| 65.239 FEDERATED HERMES INSTITUTIONAL HIGH YIELMUTUAL CLASS | 2022-12-21 | 2023-04-26 | $554 | $551 | $3 | $3 | |
| 9.748 FEDERATED HERMES INSTITUTIONAL HIGH YIELMUTUAL CLASS | 2022-03-30 | 2023-04-26 | $83 | $92 | -$9 | -$9 | |
| 7.032 FEDERATED HERMES INSTITUTIONAL HIGH YIELMUTUAL CLASS | 2020-10-29 | 2023-04-26 | $60 | $67 | -$7 | -$7 | |
| 210.205 FEDERATED HERMES INSTITUTIONAL HIGH YIELMUTUAL CLASS | 2019-03-08 | 2023-04-26 | $1,785 | $2,020 | -$235 | -$235 | |
| 11.61 FEDERATED HERMES INSTITUTIONAL HIGH YIELMUTUAL CLASS | 2021-10-20 | 2023-04-26 | $99 | $115 | -$16 | -$16 | |
| 10.468 FEDERATED HERMES INSTITUTIONAL HIGH YIELMUTUAL CLASS | 2021-05-26 | 2023-04-26 | $89 | $104 | -$15 | -$15 | |
| 5.485 FEDERATED HERMES INSTITUTIONAL HIGH YIELMUTUAL CLASS | 2020-01-13 | 2023-04-26 | $47 | $55 | -$8 | -$8 | |
| 18.701 CLEARBRIDGE LARGE CAP GROWTH FUND FUND;I | 2019-05-01 | 2023-04-26 | $996 | $986 | $10 | $10 | |
| 31.331 CLEARBRIDGE LARGE CAP GROWTH FUND FUND;I | 2022-09-07 | 2023-04-26 | $1,668 | $1,683 | -$15 | -$15 | |
| 12.648 CLEARBRIDGE LARGE CAP GROWTH FUND FUND;I | 2020-10-29 | 2023-04-26 | $674 | $818 | -$144 | -$144 | |
| 1.913 CLEARBRIDGE LARGE CAP GROWTH FUND FUND;I | 2018-07-19 | 2023-12-06 | $121 | $97 | $24 | $24 | |
| 48.07 CLEARBRIDGE LARGE CAP GROWTH FUND FUND;I | 2019-05-01 | 2023-12-06 | $3,045 | $2,534 | $511 | $511 | |
| 4.914 CLEARBRIDGE LARGE CAP GROWTH FUND FUND;I | 2023-06-15 | 2023-12-06 | $311 | $296 | $15 | $15 | |
| .829 MFS MID CAP VALUE FUND FUND;I | 2017-02-13 | 2023-04-26 | $23 | $19 | $4 | $4 | |
| 21.481 MFS MID CAP VALUE FUND FUND;I | 2020-10-29 | 2023-04-26 | $596 | $483 | $113 | $113 | |
| 39.34 MFS MID CAP VALUE FUND FUND;I | 2017-02-13 | 2023-12-06 | $1,174 | $884 | $290 | $290 | |
| 23.556 MORGAN STANLEY INST INTERNATIONAL ADVTG | 2022-12-19 | 2023-04-26 | $520 | $450 | $70 | $70 | |
| 63.598 MORGAN STANLEY INST INTERNATIONAL ADVTG | 2022-09-07 | 2023-04-26 | $1,405 | $1,233 | $172 | $172 | |
| 68.058 MORGAN STANLEY INST INTERNATIONAL ADVTG | 2022-03-30 | 2023-04-26 | $1,503 | $1,704 | -$201 | -$201 | |
| 4.535 MORGAN STANLEY INST INTERNATIONAL ADVTG | 2021-12-17 | 2023-04-26 | $100 | $132 | -$32 | -$32 | |
| 384.356 MORGAN STANLEY INST INTERNATIONAL ADVTG | 2021-10-20 | 2023-04-26 | $8,490 | $11,865 | -$3,375 | -$3,375 | |
| 14.941 PRINCIPAL MIDCAP S&P 400 INDEX | 2018-12-19 | 2023-12-06 | $320 | $259 | $61 | $61 | |
| .252 PRINCIPAL MIDCAP S&P 400 INDEX | 2018-08-08 | 2023-12-06 | $5 | $6 | -$1 | -$1 | |
| 1.037 PRINCIPAL MIDCAP S&P 400 INDEX | 2017-12-20 | 2023-12-06 | $22 | $22 | |||
| 16.23 PRINCIPAL MIDCAP S&P 400 INDEX | 2017-12-20 | 2023-12-06 | $347 | $351 | -$4 | -$4 | |
| 2.979 PRINCIPAL MIDCAP S&P 400 INDEX | 2017-06-02 | 2023-12-06 | $64 | $63 | $1 | $1 | |
| 14.048 PRINCIPAL MIDCAP S&P 400 INDEX | 2016-12-20 | 2023-12-06 | $300 | $286 | $14 | $14 | |
| 8.632 PRINCIPAL MIDCAP S&P 400 INDEX | 2015-12-17 | 2023-12-06 | $185 | $153 | $32 | $32 | |
| 94.488 RIVERNORTH/DOUBLELINE STRATEGIC INCOME FFUND;I | 2022-12-21 | 2023-04-26 | $813 | $809 | $4 | $4 | |
| 8.884 RIVERNORTH/DOUBLELINE STRATEGIC INCOME FFUND;I | 2022-12-14 | 2023-04-26 | $76 | $77 | -$1 | -$1 | |
| 313.574 RIVERNORTH/DOUBLELINE STRATEGIC INCOME FFUND;I | 2020-05-06 | 2023-04-26 | $2,697 | $3,017 | -$320 | -$320 | |
| 15.984 RIVERNORTH/DOUBLELINE STRATEGIC INCOME FFUND;I | 2022-03-30 | 2023-04-26 | $137 | $157 | -$20 | -$20 | |
| 7.999 RIVERNORTH/DOUBLELINE STRATEGIC INCOME FFUND;I | 2020-10-29 | 2023-04-26 | $69 | $81 | -$12 | -$12 | |
| 17.923 RIVERNORTH/DOUBLELINE STRATEGIC INCOME FFUND;I | 2021-10-20 | 2023-04-26 | $154 | $188 | -$34 | -$34 | |
| 13.032 RIVERNORTH/DOUBLELINE STRATEGIC INCOME FFUND;I | 2021-01-21 | 2023-04-26 | $112 | $137 | -$25 | -$25 | |
| 170.2038 STERLING CAPITAL TOTAL RETURN BOND INST | 2017-02-13 | 2023-04-26 | $1,603 | $1,784 | -$181 | -$181 | |
| 57.386 VANGUARD GNMA FUND ADMIRAL | 2022-12-21 | 2023-04-26 | $538 | $534 | $4 | $4 | |
| 8.259 VANGUARD GNMA FUND ADMIRAL | 2022-03-30 | 2023-04-26 | $77 | $83 | -$6 | -$6 | |
| 185.521 VANGUARD GNMA FUND ADMIRAL | 2019-03-08 | 2023-04-26 | $1,740 | $1,911 | -$171 | -$171 | |
| 13.006 VANGUARD GNMA FUND ADMIRAL | 2021-10-20 | 2023-04-26 | $122 | $138 | -$16 | -$16 | |
| 9.895 VANGUARD GNMA FUND ADMIRAL | 2021-05-26 | 2023-04-26 | $93 | $105 | -$12 | -$12 | |
| 9.537 VANGUARD GNMA FUND ADMIRAL | 2020-10-29 | 2023-04-26 | $89 | $102 | -$13 | -$13 | |
| 6.291 VANGUARD GNMA FUND ADMIRAL | 2021-01-21 | 2023-04-26 | $59 | $68 | -$9 | -$9 | |
| 8.862 VANGUARD SHORT TERM TREASURY INDES FD ADSHRT TREAS ADMRL | 2022-09-07 | 2023-04-26 | $173 | $173 | |||
| 54.311 VANGUARD SHORT TERM TREASURY INDES FD ADSHRT TREAS ADMRL | 2022-09-07 | 2023-12-06 | $1,050 | $1,060 | -$10 | -$10 | |
| 24.44 VANGUARD SMALL-CAP INDEX ADMIRAL | 2017-02-13 | 2023-12-06 | $2,321 | $1,568 | $753 | $753 | |
| 2.591 VANGUARD 500 INDEX FUND FUND;ADMIRAL | 2015-03-04 | 2023-12-06 | $1,091 | $505 | $586 | $586 | |
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,488 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $420 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $132 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $116 | OverpaymentAmt |
| Applied To ES Tax | $16 | AppliedToESTaxAmt |
| Refund | $100 | 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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPE ANN SAVINGS BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9782837079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 MAIN STREET | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROSEMARY LUNDBERG | ||||||
| 21 MIDDLE STREET | GLOUCESTER | MA | 01930 | PRESIDENT | 4 | $0 |
| SERENA LOW | ||||||
| 3 HERITAGE WAY SUITE 2 | GLOUCESTER | MA | 01930 | TREASURER | 13 | $0 |
| CAITLIN SUMNER | ||||||
| 12 BRAY STREET | GLOUCESTER | MA | 01930 | CLERK | 5 | $0 |
| AMY RANDAZZA | ||||||
| 31 HARTZ STREET | GLOUCESTER | MA | 01930 | VICE PRESIDENT | 1 | $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 |
| 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 | $110,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $113,962 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $113,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16 | TotalTaxAmt |
| Distributable Before Adj | $5,597 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,597 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,597 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,500 | 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 | $5,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,382 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $936 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,822 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $97 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $97 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,574 | 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 | $1,285 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $325 | ExcessFromYear4Amt |
| Excess From Year3 | $936 | ExcessFromYear3Amt |
| Excess From Year2 | $1,822 | ExcessFromYear2Amt |
| Excess From Year1 | $1,206 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOC CHARITIES OF GLOUCESTER INC | BusinessNameLine1Txt |
| Business Name Line2 | ATTN SERENA LOW TREASURER | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HERITAGE WAY SUITE 2 | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FINANCIAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $5,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,450 | 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 | $2,230 | 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 | $420 | 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 | $2,650 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,650 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $101,483 | BookValueAmt |
| EOYFMV | $114,269 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $567 | Amt |
| Net Investment Income | $567 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $125 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $132 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $33 | $33 | $0 |
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