BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202511229349102041
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T15:30:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311698286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEVERIDGE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 8002299667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD CASWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002299667 | PhoneNum |
| Signature | 2025-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | THOMAS F MULDOON CPA | PreparerPersonNm |
| PTIN | P01561688 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2025-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,816,494 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,939,998 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,939,998 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,616,119 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,412,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,616,119 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,324 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,324 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,558,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,558,441 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $320,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,688 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $252,912 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,541 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,709 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,832 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,424 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,717 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,708 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,216 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,034 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $420,944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $351,911 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,841 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,779 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,779 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,868 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $17,304 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,461 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,843 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,560 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,725 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,018,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $520,041 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $482,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,573,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,543,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,592,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $520,041 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,026,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $965,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,038,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,242,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,281,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,281,326 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $45,517 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $26,302 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $26,302 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,080,098 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,745,050 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,745,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,822,743 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,642,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,642,482 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,624,090 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,192,031 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,192,031 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,922,036 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,952,109 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,952,109 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $36,474 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,731 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,413 | LandBOYAmt |
| Land EOY | $3,743 | LandEOYAmt |
| Land EOYFMV | $3,743 | LandEOYFMVAmt |
| Other Assets BOY | $820,627 | OtherAssetsBOYAmt |
| Other Assets EOY | $973,451 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $973,451 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,560,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,816,494 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,816,494 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $137,009 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $158,855 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $103,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $122,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $240,009 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $280,855 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $44,602,366 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $46,168,919 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $15,718,259 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $16,366,720 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,320,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,535,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,560,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,816,494 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,320,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $965,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,304,606 | OtherIncreasesAmt |
| Subtotal | $62,591,149 | SubtotalAmt |
| Other Decreases | $55,510 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,535,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $14,412,290 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,796,171 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,616,119 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,616,119 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,616,119 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,571 | 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 | $57,571 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,437 | OverpaymentAmt |
| Applied To ES Tax | $1,437 | 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 | WWW.BEVERIDGE.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| WARD S CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | PRESIDENT/DIRECTOR | 40.00 | $200,000 | $38,890 | $0 |
| PHILIP CASWELL III | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | EMERITUS | 0.50 | $0 | $0 | $0 |
| RUTH S DUPONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $6,000 | $0 | $0 |
| LEAH BEVERIDGE RICHARDSON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | CLERK | 1.00 | $6,000 | $0 | $0 |
| CHRISTA PALMER BIGUE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $6,000 | $0 | $0 |
| PETER WESTON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $8,000 | $0 | $0 |
| JABEZ PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $7,000 | $0 | $0 |
| FREDERICK WILLIAM STECHER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | TREASURER | 2.00 | $9,000 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | VICE PRESIDENT | 1.00 | $9,000 | $0 | $0 |
| ALEXANDRA B RUSSELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | ASSISTANT CLERK | 1.00 | $7,000 | $0 | $0 |
| PATRICE SWAN | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $7,000 | $0 | $0 |
| FREDERIC PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $7,000 | $0 | $0 |
| HENRY DUPONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| NANCY REICHE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $7,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 ROBIN HOOD RD | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $74,496 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $60,457,074 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,607,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $854,788 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,918,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,918,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $943,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,975,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,098,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,098,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,134 | TotalTaxAmt |
| Distributable Before Adj | $3,042,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $9,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,051,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,051,626 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,026,423 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,026,423 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,051,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,526 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,026,423 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,526 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,021,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $29,729 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARD CASWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002299667 | RecipientPhoneNum |
| Recipient Email Address | WARD@CASWELL.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT THE PROPOSAL ABSTRACT PROVIDED BY THE FOUNDATION ALONG WITH THE FOLLOWING REQUIRED DOCUMENTS 1)COPY OF IRS LETTER CLASSIFYING THE APPLICANT AS EXEMPT UNDER CODE SECTIONS 509(A) & 501(C)(3), 2)COPY OF 990 FOR THE MOST RECENT TOW YEARS, 3)THREE CONSTRUCTION BIDS, IF CONSTRUCTION PROJECT, 4)NAMES AND AFFILIATIONS OF THE BOARD MEMBERS, 5)IF HOSPITAL OR OTHER HEALHT-RELATED FACILITY, A COPY OF THE DETERMINATION OF NEED (DON) OR A CERTIFICATE OF NEED (CON), 6)MOST RECENT AUDITED FIANCIAL STATEMENTS, IF APPLICABLE, 7)NAME AND QULAIFCATIONS OF THE PERSON RESPONSIBLE OFR ADMINSTERING THE GRANT, 8)DETAILED BUDGET OF TEH PROJECT, 9)LIST OF OTHER SOURCES OF FUNDIGN FOR THIS PROJECT, 10)A STATEMENT THAT THE GRANT REQUEST IS EXECUTED BY A PERSON AUTHORIXED TO SUBMIT ON HEALF OF THE REQUESTING ORGANIZATION, 11)TABLE OF ORGANIZATION, 12)IF A UNIT OF GOVERNMENT, EVIDENCE OF THE RELATIONSHIP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGSUT 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | REJECTED PROGRAM ACTIVILES, INTERNATIONAL AFFAIRS, MEMBER BENEFIT, REJECTED TYPES OF SUPPORT AWARDS/PRIZE/COMPETITOINS, COLLECTIONS MGMT, COMMISSIONING NEW WORKS, CONFERENCES/SEMINARS, CURRICULUM DEVELOPMENT, DEBT REDUCTION, EMPLOYEE MATCHING GIFTS, EMLOYEE-BASED SCHOLARSHIPS, ENDOWMENT FUNDS, FACULTY/STAFF DEVELOPMENT, FELLOWSHIPS, FIL/VIDEO/RADIO PRODUCTION, FOUNDATION ADMINSTERED PRGRAMS, GENERAL/OPERATING SUPPORT, GRANTS/SCHOLARSHIPS TO INDIVDUALS, INCOME DEVELOMENT, INTERNSHIP FUNDS, MANAGEMENT DEVELOPMENT, PERFORMANCE/PRODUCTION COSTS, PROFESSORSHIPS, PROGRAM-RELATED INVESTMENT/LOANS, STUDENT AID MAXIUM GRANT AMOUNT REQUESTED SHOULD NOT EXCEED 25% OF THE TOTAL CONTRIBUTIONS FOR THE MOST RECENTLY ENDED FISCAL YEAR, OR 20% OF THE PROJECT BUDGET APPROVED AREAS OF GIVING INCLUDE HAMPDEN & HAMPSHIRE COUNTIES, MA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL OUR KIDS INC | ||||||
| PO BOX 155 | SOUTH HADLEY | MA | 01075 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| ALPHA PSI BOULE FOUNDATION INC | ||||||
| PO BOX 370013 BISHOPS CORNER | WEST HARTFORD | CT | 06137 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CARLSBAD HIGH SCHOOL VOLLEYBALL CLUB | ||||||
| 6937 WATERS END DR | CARLSBAD | CA | 92011 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| AMERICAN RED CROSS OF WESTERN MA | ||||||
| 101 STATION LANDING | MEDFORD | MA | 02155 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| AMERICAN YACHT CLUB FOUNDATION INC | ||||||
| PO BOX 308 | NEWBURYPORT | MA | 01950 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,400 |
| ASPEN-ABUSE SUPPORT & PREVENTION EDUCATION NETWORK | ||||||
| PO BOX 653 | LIVINGSTON | MT | 59047 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $6,000 |
| BAY PATH UNIVERSITY | ||||||
| 588 LONGMEADOW ST | LONGMEADOW | MA | 01106 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BLACKPACKERS | ||||||
| 339 E PIKES PEAK AVE | COLORADO SPRINGS | CO | 80903 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BLUES TO GREEN INC | ||||||
| PO BOX 51 | SPRINGFIELD | MA | 01101 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BOSTON PARTNERS IN EDUCATION INC | ||||||
| 192 SOUTH ST | BOSTON | MA | 02111 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BOSTON WOMEN'S FUND | ||||||
| 955 MASSACHUSETTS AVE 345 | CAMBRIDGE | MA | 02139 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| BOYS & GIRLS CLUB OF GREATER WESTFIELD | ||||||
| 28 WEST SILVER STREET | WESTFIELD | MA | 01086 | PC | DRAMA CLUB | $24,000 |
| CANDID | ||||||
| PO BOX 22799 | NEW YORK | NY | 100872799 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CARLSBAD HIGH SCHOOL BAND BOOSTERS | ||||||
| 3557 LANCER WAY | CARLSBAD | CA | 92008 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CATIE'S CLOSET INC | ||||||
| 28 LOON HILL ROAD | DRACUT | MA | 01826 | PC | CATIE'S CLOSET: GATEWAY TO CONFIDENCE - SPRINGFIELD | $50,000 |
| CENTER FOR ECOTECHNOLOGY | ||||||
| PO BOX 275 | DALTON | MA | 01227 | PC | R.E.A.C.H. WORKFORCE DEVELOPMENT PROGRAM | $17,500 |
| CENTER FOR HUMAN DEVELOPMENT INC | ||||||
| 332 BIRNIE AVENUE | SPRINGFIELD | MA | 01089 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CENTER FOR NEW AMERICANS INC | ||||||
| 42 GOTHIC STREET | NORTHAMPTON | MA | 01060 | PC | MIGRANT AND REFUGEE SPECIAL EDUCATION PROJECT | $24,000 |
| CENTRAL BAPTIST CHURCH | ||||||
| 115 ELM ST POB 95 | WESTFIELD | MA | 01085 | PC | LAST STEPS | $15,000 |
| CHIEF SEATTLE CLUB | ||||||
| 410 - SECOND AVE EXTENSION S | SEATTLE | WA | 98104 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 |
| CHILDREN'S TRUST INC | ||||||
| 55 COURT STREET 4TH FLOOR | BOSTON | MA | 02108 | PC | NURTURING FATHERS | $16,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | ||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 064923800 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CHRISTINA'S HOUSE INC | ||||||
| 38 MADISON AVENUE | SPRINGFIELD | MA | 01105 | PC | HOPE, HEALING, AND HOUSING | $40,000 |
| THE COMMUNITY ADOLESCENT RESOURCES AND EDUCATION (CARE) CENTER INC | ||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | PC | BARD MICROCOLLEGE HOLYOKE | $45,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||
| 333 BRIDGE STREET | SPRINGFIELD | MA | 01103 | PC | HAMPSHIRE HAMPDEN SCHOLARSHIP | $30,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE (CISA) INC | ||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC | ||||||
| 127 STATE ST | SPRINGFIELD | MA | 01103 | PC | CREATE & CONNECT: ACCESSIBLE AND ADAPTIVE MUSIC PROGRAMMING FOR CHILDREN WITH DISABILITIES AND THEIR CAREGIVERS | $30,000 |
| COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC | ||||||
| 127 STATE STREET | SPRINGFIELD | MA | 01109 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| COOLEY DICKINSON HOSPITAL | ||||||
| PO BOX 329 | NORTHAMPTON | MA | 01061 | PC | TRANSFORMING EMERGENCY CARE: CAMPAIGN FOR THE COOLEY DICKINSON HOSPITAL EMERGENCY DEPARTMENT | $35,000 |
| CROHN'S & COLITIS FOUNDATION INC | ||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| DISCOVERING JUSTICE | ||||||
| 1 COURTHOUSE WAY SUITE 1400 | BOSTON | MA | 02210 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| DOUBLE EDGE THEATRE PRODUCTIONS INC | ||||||
| 948 CONWAY ROAD | ASHFIELD | MA | 01330 | PC | DOUBLE EDGE THEATRES NEW COMMUNITY DESIGN CENTER | $40,000 |
| DRUG STORY THEATER INC | ||||||
| PO BOX 102 | MARSHFIELD HILLS | MA | 020510102 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| EASTHAMPTON HIGH SCHOOL ATHLETIC FOUNDATION & HALL OF FAME INC | ||||||
| PO BOX 1586 | EASTHAMPTON | MA | 01027 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 |
| EASTHAMPTON NEIGHBORS | ||||||
| PO BOX 1066 | EASTHAMPTON | MA | 01027 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| EMPTY ARMS BEREAVEMENT SUPPORT INC | ||||||
| 140 PINE ST ROOM B | FLORENCE | MA | 01027 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC | ||||||
| 400 SEABROOK RD | TEQUESTA | FL | 33469 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| THE ERIC CARLE MUSEUM OF PICTURE BOOK ART INC | ||||||
| 125 WEST BAY ROAD | AMHERST | MA | 01002 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| FAMILIES FIRST INC | ||||||
| 401 MAIN STREET | HOLYOKE | MA | 01040 | PC | POWER OF PARENTING AND RIPPLE PROGRAM | $40,000 |
| FARESTART | ||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 |
| FIDELCO GUIDE DOG FOUNDATION INC | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| FOOD LIFELINE | ||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| FOSTER PARROTS LTD | ||||||
| PO BOX 34 | HOPE VALLEY | RI | 02832 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 |
| FRACTURED ATLAS INC | ||||||
| 154 LINCOLN ST | AMHERST | MA | 01002 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| FRIENDS OF CHILDREN INC | ||||||
| 241 KING ST | NORTHAMPTON | MA | 01060 | PC | COURT APPOINTED SPECIAL ADVOCATES (CASA) | $35,000 |
| FRIENDS OF SPRINGFIELD PREPARATORY CHARTER SCHOOL INC | ||||||
| 2071 ROOSEVELT AVE | SPRINGFIELD | MA | 01104 | PC | ALUMNI SUPPORT PROGRAM - A CHAMPION FOR EVERY CHILD | $15,000 |
| FUTURE ARTS FOUNDATION | ||||||
| 699 SUNDOWN DR | LAFAYETTE | CO | 80026 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GIRLS ON THE RUN WESTERN MA | ||||||
| 16 CENTER ST SUITE 318 | NORTHAMPTON | MA | 01060 | PC | GIRLS ON THE RUN WESTERN MA PROGRAM EXPANSION AND SUPPORT IN HAMPDEN AND HAMPSHIRE COUNTIES IN LOW INCOME COMMUNITIES | $30,000 |
| GO2 FOR LUNG CANCER | ||||||
| PO BOX 418372 | BOSTON | MA | 022418372 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GORDON SCHOOL | ||||||
| 45 MAXFIELD AVE | EAST PROVIDENCE | RI | 02914 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GRAVES DISEASE FOUNDATION INC | ||||||
| PO BOX 2793 | RANCHO SANTA FE | CA | 92067 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GREATER WESTFIELD EMERGENCY FOOD PANTRY INC | ||||||
| 101 MEADOW ST | WESTFIELD | MA | 01085 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GUS LEGACY FOUNDATION | ||||||
| 5230 NORTH CLARK ST | CHICAGO | IL | 60640 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| HAMPDEN COUNTY BAR FOUNDATION INC | ||||||
| 50 STATE STREET ROOM 137 | SPRINGFIELD | MA | 01103 | PC | HAMPDEN COUNTY LEGAL CLINIC (HCLC) | $25,000 |
| HEALTH LAW ADVOCATES INC | ||||||
| 70 FRANKLIN STREET SUITE 500 | BOSTON | MA | 02110 | PC | MENTAL HEALTH ADVOCACY PROGRAM FOR KIDS-SPRINGFIELD | $38,000 |
| HILLTOWN YOUTH PERFORMING ARTS PROGRAM INC | ||||||
| 18 JACOBS RD | CHARLEMONT | MA | 01339 | PC | HILLTOWN YOUTH RECOVERY THEATRE HAMPSHIRE & HAMPDEN COUNTY | $40,000 |
| HILLTOWN YOUTH PERFORMING ARTS PROGRAM INC | ||||||
| 18 JACOBS ROAD | CHARLEMONT | MA | 01339 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GREATER HOLYOKE YMCA INC | ||||||
| 171 PINE STREET | HOLYOKE | MA | 01040 | PC | BUILDING SAFETY & SECURITY | $30,000 |
| HOME CITY DEVELOPMENT INC | ||||||
| 261 OAK GROVE AVE | SPRINGFIELD | MA | 01109 | PC | HOUSING & HOPE INITIATIVE | $33,000 |
| HOPE & COMFORT INC | ||||||
| 33 FOURTH AVENUE | NEEDHAM | MA | 02494 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| THE HUMAN DEVELOPMENT CORPORATION | ||||||
| 664 E CENTRAL AVE | EDGEWATER | MD | 21037 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 |
| HUMAN SERVICE FORUM | ||||||
| PO BOX 366 N/A | HOLYOKE | MA | 01041 | PC | RESPONSIVE CAPACITY BUILDING AND TECHNICAL ASSISTANCE | $50,000 |
| HUMAN SERVICE FORUM | ||||||
| PO BOX 366 | HOLYOKE | MA | 01041 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| INTERFAITH SOLIDARITY AND ACCOMPANIMENT COALITION (ISAAC) INC | ||||||
| PO BOX 94 | FORT COLLINS | CO | 80522 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| INTERNATIONAL LANGUAGE INSTITUTE OF MA | ||||||
| 25 NEW SOUTH STREET | NORTHAMPTON | MA | 01060 | PC | ILI'S "BUILDING THE FUTURE" PROJECT | $35,000 |
| IRISH CULTURAL CENTER INC OF WESTERN NEW ENGLAND | ||||||
| 429 MORGAN ROAD | WEST SPRINGFIELD | MA | 01089 | PC | COMMUNITY PERFORMANCE CENTER AT THE IRISH CULTURAL CENTER | $35,000 |
| JEANNE GEIGER CRISIS CENTER INC | ||||||
| 2 HARRIS ST | NEWBURYPORT | MA | 01950 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND | ||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| JUPITER MEDICAL CENTER FOUNDATION INC | ||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| LOWELLS MARITIME FOUNDATION DBA LOWELLS BOAT SHOP | ||||||
| 459 MAIN ST | AMESBURY | MA | 01913 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| LUCYS LOVE BUS CHARITABLE TRUST | ||||||
| PO BOX 464 | AMESBURY | MA | 01913 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $100 |
| MAKE-IT SPRINGFIELD | ||||||
| 286 BRIDGE STREET | SPRINGFIELD | MA | 01103 | PC | CREATIVE TEENS MATTER PROJECT | $15,000 |
| MARTIN LUTHER KING JR FAMILY SERVICES INC | ||||||
| 106N WILBRAHAM ROAD | SPRINGFIELD | MA | 01109 | PC | STRATEGIC PLAN WITH ACCOMPANYING DEVELOPMENT AND MARKETING PLAN | $40,000 |
| MARTIN LUTHER KING JR FAMILY SERVICES INC | ||||||
| 106 WILBRAHAM ROAD | SPRINGFIELD | MA | 01109 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| MARY LYON FOUNDATION | ||||||
| 26 ASHFIELD ROAD | SHELBURNE FALLS | MA | 01370 | PC | EMERGENCY ASSISTANCE FOR HAMPSHIRE COUNTY FAMILIES | $10,000 |
| MASSACHUSETTS 4-H FOUNDATION INC | ||||||
| 1661 WORCESTER ROAD SUITE 201 | FRAMINGHAM | MA | 017015408 | PC | 4-H STEAM | $9,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC | ||||||
| 10 CHESTNUT ST | SPRINGFIELD | MA | 01103 | PC | INCREASING ACCESS TO NATURE EDUCATION FOR HAMPDEN COUNTY YOUTH | $35,000 |
| MCAULIFFE-SHEPARD DISCOVERY CENTER CORPORATION | ||||||
| 2 INSTITUTE DRIVE | CONCORD | NH | 03301 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 |
| MUSIC AND POETRY SYNCHRONIZED INC | ||||||
| 39 MASSASOIT STREET | NORTHAMPTON | MA | 01060 | PF | MAPS NEXT | $6,000 |
| MY SCHOOL INC | ||||||
| 5555 S YOSEMITE ST | GREENWOOD VILLAGE | CO | 80111 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| MY SCHOOL INC | ||||||
| 5555 S YOSEMITE ST | GREENWOOD VILLAGE | CO | 80111 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| NOCO PEER RECOVERY | ||||||
| 2502 DOWNS WAY | FORT COLLINS | CO | 80526 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| NORCAL SPINAL CORD INJURY FOUNDATION | ||||||
| 696 N SANTA CRUZ AVE | LOS GATOS | CA | 95030 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| NORTHAMPTON JAZZ FESTIVAL INC | ||||||
| PO BOX 631 | NORTHAMPTON | MA | 01061 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| NORTHEAST SUSTAINABLE ENERGY ASSOCIATION (NESEA) | ||||||
| 100 COLUMBIA ST | LEE | MA | 01238 | PC | COOLER COMMUNITIES SPRINGFIELD | $15,000 |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | PC | FRANK STANLEY BEVERIDGE SCHOLARSHIP FUND - ENDOWED FINANCIAL AID | $50,000 |
| ODYSSEY TEEN CAMP INC | ||||||
| 923 SAW MILL RIVER ROAD 192 | ARDSLEY | NY | 10502 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| OREGON FOOD BANK INC | ||||||
| 7900 NE 33RD DRIVE | PORTLAND | OR | 97211 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PALANTE TRANSFORMATIVE JUSTICE INC | ||||||
| 220 LINDEN ST | HOLYOKE | MA | 01040 | PC | YOUTH LEADERSHIP HUB BUILDING | $40,000 |
| PAN MASS CHALLENGE | ||||||
| 78 HIGH ST | NEWBURYPORT | MA | 01950 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 |
| PARENT VILLAGES INC | ||||||
| 32 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PARTNERS AND ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS (PARCA) | ||||||
| PO BOX 83 | BURLINGAME | CA | 94011 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PIONEER VALLEY POWER PACKS INC | ||||||
| 128 MAIN ST | EASTHAMPTON | MA | 01027 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PIONEER VALLEY REGIONAL VENTURES CENTER INC | ||||||
| 60 CONGRESS ST FL 1 | SPRINGFIELD | MA | 01104 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PIONEER VALLEY RIVERFRONT CLUB INC | ||||||
| PO BOX 3123 | SPRINGFIELD | MA | 010013123 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | ||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PC | HIV AND SEXUAL HEALTH OUTREACH AND EDUCATION | $15,000 |
| PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION INC | ||||||
| 115 KEATING AVE | BELLE CHASSE | LA | 70037 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 |
| PLYMOUTH HOUSING | ||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 |
| PROVISION MINISTRY INC | ||||||
| 7 THOMAS NEWTON DRIVE | WESTBOROUGH | MA | 01581 | PC | FOOD AND ESSENTIAL ITEM DISTRIBUTIONS IN HAMPDEN COUNTY, MA | $40,000 |
| PROVISION MINISTRY INC | ||||||
| 7 THOMAS NEWTON DRIVE | WESTBORO | MA | 01581 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| RACHELS TABLE OF WESTERN MASSACHUSETTS INC | ||||||
| 1160 DICKINSON STREET | SPRINGFIELD | MA | 01108 | PC | NEW REFRIGERATED TRUCK FOR FOOD RESCUE IN WESTERN MASSACHUSETTS | $29,000 |
| RAINIER VALLEY CORPS | ||||||
| 3715 S HUDSON ST | SEATTLE | WA | 98118 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 |
| RENAISSANCE CHURCH | ||||||
| PO BOX 5901 | PROVIDENCE | RI | 02903 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| RIVER EAST SCHOOL TO CAREER INC | ||||||
| 1455 NORTH MAIN STREET | PALMER | MA | 01069 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 |
| SCHOOL FOR CONTEMPORARY DANCE & THOUGHT INC | ||||||
| 32 MAPLE STREET | FLORENCE | MA | 01082 | PC | SCDT'S YOUNG ARTIST PROGRAM | $12,000 |
| SELF-EVIDENT EDUCATION INC | ||||||
| 156 OVERLOOK DR | FLORENCE | MA | 01062 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SEVENARS CONCERTS INC | ||||||
| 80 EAST END AVENUE 3G | NEW YORK | NY | 10028 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP INC | ||||||
| 649 STATE STREET | SPRINGFIELD | MA | 01109 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL | ||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PC | SMOC'S OPCS EMERGENCY FOOD PANTRY | $18,000 |
| SPECIAL OLYMPICS MASSACHUSETTS INC | ||||||
| 512 FOREST STREET | MARLBOROUGH MA | MA | 01752 | PC | SPECIAL OLYMPICS MASSACHUSETTS - HAMPDEN & HAMPSHIRE COUNTIES | $40,000 |
| SPRINGFIELD BOYS CLUB | ||||||
| 481 CAREW STREET | SPRINGFIELD | MA | 01107 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SPRINGFIELD DAY NURSERY | ||||||
| 1095 MAIN STREET | SPRINGFIELD | MA | 01103 | PC | SQUARE ONE 947 MAIN STREET | $50,000 |
| SPRINGFIELD PUBLIC FORUM INC | ||||||
| PO BOX 5374 | SPRINGFIELD | MA | 01101 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SPRINGFIELD RESCUE MISSION INC | ||||||
| 10 MILL STREET | SPRINGFIELD | MA | 01108 | PC | FORKLIFT PURCHASE FOR EMERGENCY AND COMMUNITY PROGRAMS | $7,000 |
| SPRINGFIELD SYMPHONY ORCHESTRA | ||||||
| 1441 MAIN ST | SPRINGFIELD | MA | 01103 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| STANLEY PARK OF WESTFIELD INC | ||||||
| 400 WESTERN AVE | WESTFIELD | MA | 01086 | EOF | GENERAL OPERATING SUPPORT | $807,528 |
| STANLEY PARK OF WESTFIELD INC | ||||||
| 400 WESTERN AVE | WESTFIELD | MA | 01086 | EOF | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| TAPESTRY HEALTH SYSTEMS INC | ||||||
| 1985 MAIN STREET SUITE 202 | SPRINGFIELD | MA | 01103 | PC | TAPESTRY HEALTH SERVICES PROGRAM | $15,000 |
| MERCY MEDICAL CENTER | ||||||
| 114 WOODLAND STREET | HARTFORD | CT | 06105 | PC | ANDY YEE MEMORIAL PALLIATIVE CARE UNIT - PHASE 2 | $30,000 |
| THE PERFORMANCE PROJECT INC | ||||||
| PO BOX 5195 | SPRINGFIELD | MA | 00101 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| THE PETEY GREENE PROGRAM | ||||||
| 130 BISHOP ALLEN DR | BOSTON | MA | 02139 | PC | TUTORING INCARCERATED YOUTH IN HAMPDEN AND HAMPSHIRE COUNTIES - EVALUATION | $40,000 |
| THE SERVICE BOARD | ||||||
| PO BOX 28172 | SEATTLE | WA | 98118 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 |
| THE UNITARIAN UNIVERSALIST SOCIETY OF GREATER SPRINGFIELD | ||||||
| 60 LOMBARD AVENUE | EAST LONGMEADOW | MA | 01028 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| TREEHOUSE FOUNDATION INC | ||||||
| ONE TREEHOUSE CIRCLE | EASTHAMPTON | MA | 01027 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| TRUSTEES OF TUFTS COLLEGE | ||||||
| 200 COLLEGE AVENUE | MEDFORD | MA | 02155 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| UNION CAPITAL INC | ||||||
| 1500 MAIN STREET | SPRINGFIELD | MA | 01115 | PC | UNION CAPITAL SPRINGFIELD - COMMUNITY ENGAGEMENT APP REWARDS PROGRAM AND GATHERINGS | $17,500 |
| UNITED WAY OF PIONEER VALLEY INC | ||||||
| 1441 MAIN STREET SUITE 147 | SPRINGFIELD | MA | 01103 | PC | FINANCIAL WELLNESS IN THE WORKPLACE | $30,000 |
| USS MASSACHUSETTS MEMORIAL COMMITTEE INC | ||||||
| 5 WATER ST | FALL RIVER | MA | 02721 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| WELCOME PROJECT INC | ||||||
| 530 MYSTIC AVENUE | SOMERVILLE | MA | 02145 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| WESTFIELD ON WEEKENDS INC | ||||||
| 105 ELM ST | WESTFIELD | MA | 01085 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| WMBLS INC DBA LIVING LOCAL | ||||||
| 133 ROOT RD | SOMMERS | CT | 06071 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| WOMEN'S FUND OF WESTERN MASSACHUSETTS | ||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| WORCESTER COUNTY FOOD BANK INC | ||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| YMCA OF GREATER SPRINGFIELD | ||||||
| 1500 MAIN STREET | SPRINGFIELD | MA | 01115 | PC | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,543,528 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANNA SOUP KITCHEN INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 ELM ST | AddressLine1Txt |
| City | NORTHAMPTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 2024 QUALIFIED DISCRETIONARY DISTRIBUTION | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,939,998 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,616,119 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,558,441 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,558,441 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $86,250 | Amt |
| Net Investment Income | $42,216 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $44,034 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $12,192,031 | EOYBookValueAmt |
| EOYFMV | $12,192,031 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $34,642,482 | EOYBookValueAmt |
| EOYFMV | $34,642,482 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,745,050 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,745,050 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $10,424,333 | $10,424,333 |
| ALTERNATIVE FUNDS | AT COST | $1,527,776 | $1,527,776 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FIRE SAFE | $1,599 | $1,599 | $0 | |
| LCD PROJECTOR | $937 | $937 | $0 | |
| DESK | $4,207 | $4,207 | $0 | |
| APPLE MONITOR | $2,442 | $1,221 | $1,221 | $1,221 |
| APPLE IPHONE 15 | $1,380 | $690 | $690 | $690 |
| APPLE IPAD PRO | $2,199 | $367 | $1,832 | $1,832 |
| WEBSITE DEVELOPMENT | $23,710 | $23,710 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $16,424 | LegalFeesAmt |
| Net Investment Income | $6,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,708 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $117,945 | $118,663 | $118,663 |
| PROGRAM-RELATED INVESTMENTS | $702,682 | $854,788 | $854,788 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| Amt | $55,510 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $29,590 | $6,351 | $0 | $23,239 |
| OTHER | $59,695 | $9,209 | $0 | $50,486 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $2,324 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,324 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,304,606 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $103,000 | BOYBookValueAmt |
| EOY Book Value | $122,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER | $85,233 | $16,200 | $0 | $77,841 |
| INVESTMENT MANAGEMENT | $335,711 | $335,711 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $20,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $32,779 | $32,779 | $0 | $0 |
Comments