ADELARD A & VALEDA LEA ROY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ADELARD A & VALEDA LEA ROY FOUNDATION (EIN 04-6652923)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-05
- IRS object ID
- 202321259349100147
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-05T15:40:00-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046652923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELARD AND VALEDA ROY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J PUZO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2023-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | PUZO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM M BURKE | PreparerPersonNm |
| PTIN | P01034041 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $12,971,118 | 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 |
| Interest On Sav Rev And Expnss | $1,758 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,758 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $326,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,197 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $363,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $363,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,540 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,405 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $509,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $509,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $584,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $542,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$221,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,449 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $856,740 | CashBOYAmt |
| Cash EOY | $580,391 | CashEOYAmt |
| Cash EOYFMV | $580,391 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,246,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,246,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,837,642 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,794,065 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,847,262 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,553,085 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,897,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,674,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,971,118 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,476,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,476,891 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $420,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $197,243 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,897,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,674,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,897,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,674,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,897,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$221,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,675,933 | SubtotalAmt |
| Other Decreases | $1,799 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,674,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WARNER BROS DISCOVERY INC | P | 1992-09-30 | 2022-04-11 | $22 | $9 | $13 | $13 |
| CAPITAL GAINS DIVIDENDS | P | $35,184 | $35,184 | $35,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,197 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,040 | 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 | $6,040 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,475 | OverpaymentAmt |
| Applied To ES Tax | $1,475 | 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 | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| REV DR NANCY S SMITH | ||||||||
| 2676 WAKEFIELD | WAKEFIELD | NH | 03872 | TRUSTEE | 2.50 | $15,000 | $0 | $0 |
| ELIZABETH M FISHER | ||||||||
| 1865 SHILOH RANCH DRIVE | COLORADO SPRINGS | CO | 80908 | TRUSTEE | 1.00 | $7,500 | $0 | $0 |
| MICHAEL J PUZO | ||||||||
| 75 STATE STREET 16TH FLOOR | BOSTON | MA | 021091466 | TRUSTEE | 2.50 | $15,000 | $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 |
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 | $11,993,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $952,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,945,610 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,945,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,751,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $637,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $637,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,565 | TotalTaxAmt |
| Distributable Before Adj | $633,006 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $633,006 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $633,006 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $542,063 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $542,063 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $633,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $506,554 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $542,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $506,554 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,509 | 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 | $597,497 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REV NANCY S SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1110 | AddressLine1Txt |
| City | SANBORNVILLE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03872 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM; 501(C)(3) STATUS SHOULD BE DOCUMENTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPT 30 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITIES DANCE INCORPORATED | ||||||||
| 2 STRATHMORE ROAD APT 3 | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| ACTON WAKEFIELD WATERSHEDS ALLIANCE INC | ||||||||
| 254 MAIN STREET | UNION | NH | 03887 | NONE | PC | COMMUNITY OUTREACH PROGRAM | $9,000 | |
| ALL DORCHESTER SPORTS AND LEADERSHIP INC | ||||||||
| 1565 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | NONE | PC | AFTERSCHOOL AND OUT OF SCHOOL ENRICHMENT AND HEALTHY EATING PROGRAM | $4,000 | |
| ALRAY TAYLOR SECOND CHANCE SCHOLARSHIP FUND CORPORATION | ||||||||
| PO BOX 960400 | BOSTON | MA | 02196 | NONE | PC | MENTOR TRAINING AND SUPPORT | $3,500 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PC | CITIZEN-MONITORED CLIMATE CHANGE INDICATORS PROJECT | $9,000 | |
| ARTS IN REACH-ENCOURAGING GROWTH THROUGH THE ARTS | ||||||||
| PO BOX 238 | PORTSMOUTH | NH | 03802 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| ASPIRE LIVING & LEARNING INC | ||||||||
| 80 ERDMAN WAY 103A | LEOMINSTER | MA | 01453 | NONE | PC | THE PURCHASE OF A POWER BACKUP GENERATOR | $4,000 | |
| AUDUBON VERMONT | ||||||||
| 255 SHERMAN HOLLOW RD | BURLINGTON | VT | 05462 | NONE | PC | HEALTHY FORESTS INITIATIVE | $4,000 | |
| BENEVOLENT FRATERNITY OF UNITARIAN CHURCH | ||||||||
| 10 PUTNAM STREET | ROXBURY | MA | 02119 | NONE | PC | OPPORTUNITIES FOR ROXBURY ARTISTS | $4,000 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL MASS METROWEST | ||||||||
| 18 CHESTNUT STREET STE 340 | WORCESTER | MA | 01608 | NONE | PC | WORCESTER AREA COLLEGE MENTORING PROGRAM | $4,000 | |
| BIGELOW LABORATORY FOR OCEAN SCIENCES | ||||||||
| 60 BIGELOW DRIVE | EAST BOOTHBAY | ME | 04544 | NONE | PC | BLOOM OCEAN SCIENCE EDUCATIONAL WORKSHOPS FOR MAINE HIGH SCHOOL JUNIORS AND TEACHERS. | $4,000 | |
| BLESSED STEPHEN BELLESINI OSA ACADEMY INC | ||||||||
| PO BOX 1021 | LAWRENCE | MA | 01842 | NONE | PC | AFTER-SCHOOL & EVENING STUDY PROGRAM | $9,000 | |
| BOOTHBAY SEA AND SCIENCE CENTER | ||||||||
| 12 CARTER ROAD | EAST BOOTHBAY | ME | 04544 | NONE | PC | EXPERIENTIAL ENVIRONMENTAL AND MARINE SCIENCE EDUCATION | $4,000 | |
| BOSTON AREA GLEANERS INC | ||||||||
| 91 MARTIN STREET | ACTON | MA | 01720 | NONE | PC | HUNGER RELIEF PROGRAM | $5,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | ||||||||
| 38 ASH STREET | BOSTON | MA | 02111 | NONE | PC | THE BCNC YOUTH CENTER | $4,000 | |
| BOSTON DEBATE LEAGUE | ||||||||
| 1542 TREMONT STREET | BOSTON | MA | 02120 | NONE | PC | AFTER-SCHOOL DEBATE | $3,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRA INC | ||||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | INTENSIVE COMMUNITY PROGRAM | $3,000 | |
| BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY INC | ||||||||
| 95 CHURCH ST | NEWPORT | RI | 02840 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| BREAD & ROSES HOUSING INC | ||||||||
| 15 UNION ST STE 401 | LAWRENCE | MA | 01842 | NONE | PC | THE AFFORDABLE HOME OWNERSHIP PROGRAM | $3,000 | |
| BREAKTIME CAFE INC | ||||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | NONE | PC | ITS LAUNCHPAD PROGRAM, AN INITIAL ENTRY PROGRAM INTO YOUTH EMPLOYMENT AND SUPPORT | $4,000 | |
| CARROLL CENTER FOR THE BLIND INC | ||||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | PC | VISION SERVICES FOR THE BLIND AND VISUALLY IMPAIRED | $5,000 | |
| CATCHING THE DREAM | ||||||||
| 8200 MOUNTAIN RD NE | ALBUQUERQUE | NM | 87110 | NONE | PC | THE MESBEC SCHOLARSHIP PROGRAM, TO SUPPORT STUDENTS WHO WILL STUDY MATH, ENGINEERING, SCIENCE, BUSINESS, EDUCATION, AND COMPUTER SCIENCE | $7,500 | |
| CATIE'S CLOSET INC | ||||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | NONE | PC | THE BOSTON PUBLIC SCHOOLS EXPANSION | $4,000 | |
| CENTER FOR ECOTECHNOLOGY INC | ||||||||
| 112 ELM STREET | PITTSFIELD | MA | 01201 | NONE | PC | ECOFELLOWSHIP PROGRAM AND COMMUNITY-BASED OUTREACH AND EDUCATION | $3,000 | |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | ||||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | NONE | PC | 25TH ANNIVERSARY SEASON PROGRAMS | $2,000 | |
| CITY MISSION INC | ||||||||
| 185 COLUMBIA ROAD | BOSTON | MA | 02121 | NONE | PC | THE HOMELESSNESS PREVENTION PROGRAM, A LIFT UP | $4,000 | |
| COMMUNITY MUSIC CENTER OF BOSTON | ||||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | NONE | PC | COMMUNITY ENGAGEMENT AND ARTS SECTOR YOUTH WORKFORCE DEVELOPMENT | $4,000 | |
| COMMUNITY ROWING INC | ||||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | NONE | PC | LET'S ROW | $4,000 | |
| COMUNIDADES ENRAIZADAS COMMUNITY LAND TRUST INC | ||||||||
| 90 EVERETT AVENUE STE 10 | CHELSEA | MA | 02150 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| DIGNITY MATTERS INC | ||||||||
| 861 EDGELL ROAD | FRAMINGHAM | MA | 01701 | NONE | PC | ACCESS TO MENSTRUAL CARE PRODUCTS IN MASSACHUSETTS | $4,000 | |
| DISCOVERY MUSEUM | ||||||||
| 177 MAIN STREET | ACTON | MA | 01720 | NONE | PC | OPEN DOOR CONNECTIONS | $4,000 | |
| DOC WAYNE YOUTH SERVICES INC | ||||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| ELEANORE'S PROJECT | ||||||||
| PO BOX 3541 | MISSOULA | MT | 59806 | NONE | PC | WHEELCHAIRS FOR CHILDREN WITH DISABILITIES IN PERU | $3,000 | |
| ELEVATE YOUTH INC | ||||||||
| 89 SOUTH STREET STE 203 | BOSTON | MA | 02111 | NONE | PC | E.A.T. INITIATIVE | $4,000 | |
| EPSILON SPIRES INC | ||||||||
| 190 MAIN STREET | BRATTLEBORO | VT | 05301 | NONE | PC | OUTREACH AND ACCESSIBILITY INITIATIVE | $2,500 | |
| ESSEX ART CENTER INC | ||||||||
| 56 ISLAND STREET 1 | LAWRENCE | MA | 01840 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| EVKIDS INC | ||||||||
| 218 ADAMS STREET 220502 | DORCHESTER | MA | 02122 | NONE | PC | THE AFTER-SCHOOL TUTORING PROGRAM | $4,000 | |
| FAMILYAID BOSTON | ||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NONE | PC | BOSTON PUBLIC SCHOOLS HOMELESSNESS PREVENTION PROGRAM | $4,000 | |
| FIRST UNITED BAPTIST CHURCH | ||||||||
| 99 CHURCH STREET | LOWELL | MA | 01852 | NONE | PC | A NEW BOILER FOR THE MULTICULTURAL CHRISTIAN EDUCATION BUILDING. | $9,000 | |
| FLAVOR CONTINUES | ||||||||
| 20 RICH STREET APT 1F | MALDEN | MA | 02148 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FLORIDA SCHOOL OF HOLISTIC LIVING INC FBO SAGE MOUNTAIN BOTANICAL SANCTUA | ||||||||
| 650 MAITLAND AVENUE | ALTAMONTE SPRINGS | FL | 32701 | NONE | PC | AFTER SCHOOL IN NATURE PROGRAM | $5,000 | |
| FOOD DRIVE INC | ||||||||
| 25 SARGENT STEET | MELROSE | MA | 02176 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| FOOD LINK INC | ||||||||
| 108 SUMMER STEET | ARLINGTON | MA | 02474 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| FOUNDATION TO ADVANCE CATHOLIC EDUCATION INC | ||||||||
| 450 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | NONE | PC | SCHOLARSHIP SUPPORT | $4,000 | |
| FRIENDS OF THE CHILDREN-BOSTON | ||||||||
| 184 DUDLEY STREET STE 100 | BOSTON | MA | 02119 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| GIRLS INCORPORATED OF LYNN | ||||||||
| 50 HIGH STREET | LYNN | MA | 01902 | NONE | PC | THE ODYSSEY AFTER-SCHOOL PROGRAM | $4,000 | |
| GRANITE STATE WOODLAND INSTITUTE | ||||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PC | NH FOREST TEACHER TOURS | $4,000 | |
| GREEN MOUNTAIN CONSERVATION GROUP | ||||||||
| 256 HUNTRESS BRIDGE ROAD | EFFINGHAM | NH | 03882 | NONE | PC | 2023 "ONE AQUIFER" WATERSHED EDUCATION INITIATIVE | $3,000 | |
| GREENROOTS INC | ||||||||
| 90 EVERETT AVENUE STE 10 | CHELSEA | MA | 02150 | NONE | PC | ITS FOOD ACCESS, URBAN AGRICULTURE, AND YOUTH LEADERSHIP PROGRAMS | $7,500 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 285 PEACHTREE CENTER AVE NE STE | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING SUPPORT FOR HABITAT FOR HUMANITY GREATER BOSTON | $4,000 | 2700 |
| HALEY HOUSE INC | ||||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | NONE | PC | THE TAKE BACK THE KITCHEN PROGRAM | $4,000 | |
| HAVEN PROJECT INC | ||||||||
| 57 MUNROE STREET | LYNN | MA | 01901 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| HEALTHY WALTHAM | ||||||||
| 510 MOODY STREET | WALTHAM | MA | 02453 | NONE | PC | THE EMERGENCY FOOD PANTRY | $4,000 | |
| HOME HEALTH & HOSPICE CARE | ||||||||
| 7 EXECUTIVE PARK DRIVE | MERRIMACK | NH | 03054 | NONE | PC | MUSIC AT THE BEDSIDE | $7,500 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1785 COLUMBUS AVENUE | BOSTON | MA | 02119 | NONE | PC | EARLY EDUCATION FOR CHILDREN EXPERIENCING HOMELESSNESS | $4,000 | |
| HYDE SQUARE TASK FORCE | ||||||||
| 30 SUNNYSIDE STREET | BOSTON | MA | 02130 | NONE | PC | JVENES EN ACCIN/YOUTH IN ACTION PROGRAM | $4,000 | |
| INQUILINOS BORICUAS EN ACCION INC | ||||||||
| 453 SHAWMUT AVENUE | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| INTERFAITH SOCIAL SERVICES INC | ||||||||
| 105 ADAMS STREEET | QUINCY | MA | 02169 | NONE | PC | THE FOOD PANTRY. | $3,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND INC | ||||||||
| 2 BOYLSTON STREET STE 3 | BOSTON | MA | 02116 | NONE | PC | THE WELCOME, INTEGRATION, AND NATURALIZATION (WIN) PROGRAM | $9,000 | |
| INVERSANT INC | ||||||||
| 45 TEMPLE PLACE 4TH FLOOR | BOSTON | MA | 02111 | NONE | PC | INVERSANT COLLEGE SAVINGS MATCH PROGRAM | $4,000 | |
| JANE DOE INC | ||||||||
| 33 ARCH STREET 17TH FLOOR | BOSTON | MA | 02110 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| LAKE CHAMPLAIN COMMUNITY SAILING CENTER INC | ||||||||
| 505 LAKE STREET | BURLINGTON | VT | 05401 | NONE | PC | EDUCATION PROGRAM EXPANSION | $4,000 | |
| LAKES REGION CONSERVATION TRUST | ||||||||
| 156 DANE ROAD | CENTER HARBOR | NH | 03226 | NONE | PC | LAND CONSERVATION ON BERRY BAY, OSSIPEE LAKE | $9,000 | |
| LIVE AND LET LIVE FARM | ||||||||
| 20 PARADISE LANE | CHICHESTER | NH | 03258 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| LOVIN' SPOONFULS INC | ||||||||
| 189 WELLS AVENUE 100 | NEWTON | MA | 02459 | NONE | PC | FOOD RESCUE AND HUNGER RELIEF IN GREATER BOSTON | $4,000 | |
| MANOMET INC | ||||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| MASSACHUSETTS AUDUBON SOCIETY | ||||||||
| 208 S GREAT ROAD | LINCOLN | MA | 01773 | NONE | PC | FRAMINGHAM ENVIRONMENTAL AND SOCIAL LITERACY PROGRAM (FESL) | $4,000 | |
| MERRIMACK VALLEY FOOD BANK | ||||||||
| 735 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PC | FOOD DISTRIBUTION PROGRAM | $4,000 | |
| MERRIMACK VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION INC | ||||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | NONE | PC | OUTDOOR EDUCATION AT CAMP OTTER | $4,000 | |
| MISSION OF DEEDS INC | ||||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| MYSTIC RIVER WATERSHED ASSOCIATION INC | ||||||||
| 20 ACADEMY STREET STE 306 | SOMERVILLE | MA | 02476 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| NEW HAMPSHIRE CATHOLIC CHARITIES INC | ||||||||
| 100 WILLIAM LOEB DRIVE UNIT 3 | MANCHESTER | NH | 03109 | NONE | PC | THE CAREGIVERS PROGRAM | $3,000 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 150 NORTH STREET | BOSTON | MA | 02109 | NONE | PC | SCHOLARSHIPS | $6,000 | |
| NORWELL VISITING NURSE ASSOCIATION INC | ||||||||
| 120 LONGWATER DRIVE | NORWELL | MA | 02061 | NONE | PC | CHARITABLE CARE AT THE PAT ROCHE HOSPICE HOME | $5,000 | |
| ON THE RISE INC | ||||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| OSSIPEE LAKE ALLIANCE INC | ||||||||
| PO BOX 173 | FREEDOM | NH | 03836 | NONE | PC | DRINKING WATER PROTECTION PHASE II | $9,000 | |
| OVERLOOK FOOD AWARENESS RESOURCE OF MASSACHUSETTS INC | ||||||||
| 216 WACHUSETT STREET | RUTLAND | MA | 01543 | NONE | PC | OVERLOOK FARM EXPANSION AND OPERATIONS | $2,500 | |
| PATHWAYS FOR CHILDREN INC | ||||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | FAMILY ENRICHMENT PROGRAM | $2,000 | |
| PISCATAQUOG LAND CONSERVANCY | ||||||||
| 5A MILL STREET | NEW BOSTON | NH | 03070 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| PLANNING OFFICE FOR URBAN AFFAIRS INC | ||||||||
| 84 STATE STREET STE 600 | BOSTON | MA | 02109 | NONE | PC | SANCTUARY PLACE | $2,000 | |
| PROJECT HOME AGAIN | ||||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | NONE | PC | OPERATING SUPPORT FOR HOUSEHOLD GOODS DISTRIBUTION TO LOW-INCOME FAMILIES | $4,000 | |
| RAW ART WORKS INC | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | FREE ARTS-BASED PROGRAMMING FOR UNDERSERVED YOUTH | $3,000 | |
| REACH BEYOND DOMESTIC VIOLENCE | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PC | COMMUNITY BASED ADVOCACY FOR DOMESTIC ABUSE SURVIVORS | $4,000 | |
| ROGERSON COMMUNITIES | ||||||||
| 1 FLORENCE STREET | ROSLINDALE | MA | 02131 | NONE | PC | RESTORING MUSIC THERAPY AT ROGERSON'S ADULT DAY HEALTH PROGRAMS | $4,400 | |
| ROSIE'S PLACE INC | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | IMPROVING FOOD ACCESS FOR POOR AND HOMELESS WOMEN IN THE GREATER BOSTON AREA | $4,000 | |
| SAVE THE BAY INC | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC | THE NARRAGANSETT BAY FIELD STUDIES PROGRAM AT CENTRAL FALLS HIGH SCHOOL | $2,500 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS | ||||||||
| 100 LAUREL STREET 121 | EAST BRIDGEWATER | MA | 02333 | NONE | PC | FOR OPERATING SUPPORT AND FOR STRATEGIC PLAN IMPLEMENTATION | $4,000 | |
| SECOND CHANCES INC | ||||||||
| 1835 SE 4TH AVENUE | FORT LAUDERDALE | FL | 33316 | NONE | PC | CLOTHING DONATION PROGRAM | $4,000 | |
| SHARE OUTREACH INC | ||||||||
| ONE COLUMBUS AVENUE | MILFORD | NH | 03055 | NONE | PC | OPERATING SUPPORT FOR HUNGER RELIEF PROGRAMS | $7,500 | |
| SHELTER MUSIC BOSTON INC | ||||||||
| 1337 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02474 | NONE | PC | CLASSICAL MUSIC CONCERTS AT HOMELESS SHELTERS, RECOVERY CENTERS, AND LOW-INCOME HOUSING SITES THROUGHOUT GREATER BOSTON. | $4,000 | |
| SHIRLEY-EUSTIS HOUSE ASSOCIATION | ||||||||
| 33 SHIRLEY STREET | ROXBURY | MA | 02119 | NONE | PC | THE SHIRLEY PLACE CONCERT SERIES | $4,000 | |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | ||||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PC | THE MOOSE MOUNTAINS COSKIE CONSERVATION EASEMENT PROJECT | $11,500 | |
| SOUTHEAST LAND TRUST OF NEW HAMPSHIRE | ||||||||
| PO BOX 675 | EXETER | NH | 03833 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| ST FRANCIS HOUSE | ||||||||
| 7 BOYLSTON SQUARE | BOSTON | MA | 02116 | NONE | PC | REFUGE BASIC NEEDS SERVICES | $5,000 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02474 | NONE | PC | GRIEF PEER SUPPORT GROUPS | $3,000 | |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC | ||||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | HEALTHY FOOD ACCESS FOR CHILDREN AND FAMILIES | $5,000 | |
| THE PSYCHOLOGICAL CENTER INC | ||||||||
| 11 UNION STREET | LAWRENCE | MA | 01840 | NONE | PC | DAYBREAK SHELTER | $4,000 | |
| TRINITY BOSTON CONNECTS | ||||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 3 SHIPMAN PLACE | MONTPELIER | VT | 05602 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE NORTHERN NEW ENGLAND CONSERVATION PROGRAM | $9,000 | |
| TRUSTEES OF ELIOT SCHOOL | ||||||||
| 16 CHARTER STREET | BOSTON | MA | 02113 | NONE | PC | THE TEEN BRIDGE PROGRAM | $6,000 | |
| TUTORING PLUS OF CAMBRIDGE INC | ||||||||
| 225 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PC | HIGH SCHOOL TUTORING PROGRAM EXPANSION | $2,500 | |
| UPPER VALLEY HAVEN | ||||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PC | UPPER VALLEY HIGH SCHOOL TRAIL CORPS | $4,000 | |
| URBAN FARMING INSTITUTE OF BOSTON INC | ||||||||
| PO BOX 260371 | MATTAPAN | MA | 02126 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| VERMONT CHILDREN'S TRUST FOUNDATION | ||||||||
| 95 ST PAUL STREET STE 330 | BURLINGTON | VT | 05401 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| VERMONT LAND TRUST INC | ||||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| VNA AT HCS INC | ||||||||
| 312 MARLBORO STREET | KEENE | NH | 03431 | NONE | PC | GRIEF AND BEREAVEMENT SPECIALTY GROUP SUPPORT | $3,000 | |
| WOMEN'S LUNCH PLACE INC | ||||||||
| PO BOX 170900 | BOSTON | MA | 02177 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| WORCESTER YOUTH CENTER INC | ||||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| YOUNG AUDIENCES OF MASSACHUSETTS INC | ||||||||
| 89 SOUTH STREET STE 603 | BOSTON | MA | 02111 | NONE | PC | EXPANDED ARTS ACCESS PROGRAMMING | $3,000 | |
| ZUMIX INC | ||||||||
| 260 SUMNER STREET | EAST BOSTON | MA | 02128 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $509,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,758 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,289 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $363,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $363,244 | 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 | HEMENWAY & BARNES | CategoryTxt |
| Amt | $5,080 | Amt |
| Net Investment Income | $2,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,540 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SHRS ABBOTT LABS | $65,059 | $329,370 |
| 3,000 SHRS ABBVIE INC COM | $70,550 | $484,830 |
| 13,000 SHRS AT&T INC | $146,337 | $239,330 |
| 7,000 SHRS BRISTOL MYERS SQUIBB CO | $91,935 | $503,650 |
| 3,500 SHRS CHEVRON CORP | $120,044 | $628,215 |
| 4,000 SHRS DUKE ENERGY CORP NEW | $138,017 | $411,960 |
| 3,070 SHRS ENBRIDGE INC CAD | $44,027 | $120,037 |
| 5,000 SHRS EXXON MOBIL CORP | $82,863 | $551,500 |
| 2,500 SHRS IDACORP INC | $72,363 | $269,625 |
| 2,000 SHRS INTEL CORP | $44,261 | $52,860 |
| 1,500 SHRS IBM | $60,609 | $211,335 |
| 4,000 SHRS JOHNSON & JOHNSON COM | $49,074 | $706,600 |
| 5,500 SHRS JPMORGAN CHASE & CO | $135,624 | $737,550 |
| 1,500 SHRS KIMBERLY CLARK CORP | $24,137 | $203,625 |
| 4,500 SHRS LILLY ELI & CO | $62,666 | $1,646,280 |
| 6,000 SHRS MERCK & CO INC NEW COM | $79,506 | $665,700 |
| 2,000 SHRS MICROSOFT CORP | $47,791 | $479,640 |
| 7,000 SHRS PFIZER INC | $44,169 | $358,680 |
| 3,200 SHRS PROCTER & GAMBLE CO | $36,935 | $484,992 |
| 6,000 SHRS ROYAL DUTCH SHELL PLC CL A | $147,270 | $341,700 |
| 1,500 SHARES STATE STREET CORP | $53,179 | $116,355 |
| 2,000 SHRS TRANSCANADA CORP | $65,492 | $79,720 |
| 5,000 SHRS UNILEVER PLC AMER SHS | $64,959 | $251,750 |
| 8,000 SHRS VERIZON COMMUNICATIONS INC | $206,060 | $315,200 |
| 1,000 SHRS WALGREENS BOOTS ALLIANCE INC | $43,505 | $37,360 |
| 2,000 SHRS WALT DISNEY CO | $20,393 | $173,760 |
| 1,000 SHRS ZIMMER BIOMET HOLDINGS INC | $24,672 | $127,500 |
| 760 SHRS CORTEVA INC | $13,237 | $44,673 |
| 760 SHRS DOW INC | $25,849 | $38,296 |
| 760 SHRS DUPONT DE NEMOURS INC | $37,933 | $52,159 |
| 1794 SHRS EVERGY INC | $73,437 | $112,896 |
| 868 SHRS VIATRIS INC | $2,424 | $9,661 |
| 300 SHRS KYNDRYL HOLDINGS INC | $2,646 | $3,336 |
| 600 SHRS ORGANON & CO | $3,980 | $16,758 |
| 100 SHRS ZIMVIE INC | $583 | $934 |
| 3,144 SHRS WARNER BROS DISCOVERY INC | $44,895 | $29,805 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 77,270.882 SHRS WELLS FARGO ABSOLUTE RETURN FUND CLASS A | AT COST | $888,482 | $786,122 |
| 73,683.028 SHRS UBS GLOBAL ALLOCATION FD CL A | AT COST | $958,780 | $766,963 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Legal Fees | $20,000 | LegalFeesAmt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCES | Desc |
| Amt | $1,799 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROGRAM EXPENSES | $748 | $0 | $748 |
| MA PC FILING FEE | $125 | $0 | $125 |
| ADR FEES | $100 | $100 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,405 | $3,405 | $0 |
| FEDERAL ESTIMATED TAXES | $7,748 | $0 | $0 |
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