BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-28
- IRS object ID
- 202331189349100418
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other 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 | 2023-04-28T11:22:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARD | PersonFirstNm |
| Person Last | CASWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F MULDOON CPA | PreparerPersonNm |
| PTIN | P01561688 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2023-04-27 | 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 | $56,758,354 | 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 | $1,203,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,203,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,063,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,353,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,063,826 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,163 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,163 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,269,828 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,269,828 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $231,442 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,040 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $183,402 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,122 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,521 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,601 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,940 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,065 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,875 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,928 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,236 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,692 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $397,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $365,499 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,666 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150,163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,121 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,652 | 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 | $4,741 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,563 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,724 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,337 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,387 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $991,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $522,560 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $343,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,571,596 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,571,596 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,563,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $522,560 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,914,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,293,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,747,268 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,697,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,759,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,759,561 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,572 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $62,918 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $62,918 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,167,571 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,155,218 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,155,218 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $40,065,367 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,650,424 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,650,424 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,307,342 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,356,793 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,356,793 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,761,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,398,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,398,367 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,962 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,585 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,587 | LandBOYAmt |
| Land EOY | $7,377 | LandEOYAmt |
| Land EOYFMV | $7,377 | LandEOYFMVAmt |
| Other Assets BOY | $216,930 | OtherAssetsBOYAmt |
| Other Assets EOY | $367,696 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $367,696 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $71,242,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,758,354 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,758,354 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,817 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,693 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $214,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $248,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,693 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $52,439,695 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,903,245 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $18,554,213 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $14,778,416 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,993,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,681,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,242,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,758,354 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,993,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,293,208 | ExcessRevenueOverExpensesAmt |
| Other Increases | $238,010 | OtherIncreasesAmt |
| Subtotal | $69,938,710 | SubtotalAmt |
| Other Decreases | $13,257,049 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,681,661 | 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 | $25,353,860 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,290,034 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,063,826 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,063,826 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,063,826 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,287 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,287 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,510 | 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 | $78,510 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54,223 | OverpaymentAmt |
| Applied To ES Tax | $54,223 | 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 (15 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 | $194,000 | $37,442 | $0 |
| PHILIP CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | EMERITUS | 0.50 | $0 | $0 | $0 |
| RUTH S DUPONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEAH BEVERIDGE RICHARDSON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | CLERK | 1.00 | $0 | $0 | $0 |
| CHRISTA PALMER BIGUE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PETER WESTON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JABEZ PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH L CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | CO-VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| FREDERICK WILLIAM STECHER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | TREASURER | 2.00 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | CO-VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALEXANDRA B RUSSELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | ASSISTANT CLERK | 1.00 | $0 | $0 | $0 |
| PATRICE SWAN | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FREDERIC PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $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 | $0 | $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 | $86,575 | 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 | $57,687,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,086,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,774,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,774,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $896,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,877,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,943,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,943,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,287 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,287 | TotalTaxAmt |
| Distributable Before Adj | $2,919,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,919,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,919,583 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,914,782 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,914,782 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,919,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $33,944 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,944 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,914,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,914,782 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,801 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,801 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,143 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,143 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $29,143 | ExcessFromYear1Amt |
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 HAMPEN & HAMPSHIRE COUNTIES, MA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMELIA PARK CHILDREN'S MUSEUM | ||||||
| 29 SOUTH BROAD STREET | WESTFIELD | MA | 010860931 | PC | THE PIGGY BANK, A FINANCIAL LITERACY PROJECT/PROGRAM | $11,500 |
| AMERICAN RED CROSS OF WESTERN MASSACHUSETTS | ||||||
| 150 BROOKDALE DRIVE | SPRINGFIELD | MA | 01104 | PC | BUILDING BLOOD COLLECTION CAPACITY WITH NEW EQUIPMENT | $10,000 |
| BAY PATH UNIVERSITY | ||||||
| 588 LONGMEADOW ST | LONGMEADOW | MA | 01106 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BAYSTATE MEDICAL CENTER | ||||||
| 759 CHESTNUT ST | SPRINGFIELD | MA | 01199 | PC | DIGITAL SKILLS INITIATIVE (DSI) | $25,000 |
| BLUES TO GREEN | ||||||
| PO BOX 51 | SPRINGFIELD | MA | 01101 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| C-10 RESEARCH & EDUCATION FOUNDATION | ||||||
| 11 CHESTNUT STREET | AMESBURY | MA | 01913 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 |
| CANDID | ||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CARLSBAD HIGH SCHOOL VOLLEYBALL CLUB | ||||||
| 1910 HOTEL PLAZA BLVD | ORLANDO | FL | 32830 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CATIE'S CLOSET INC | ||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | PC | CATIE'S CLOSET NEXT STEPS: MEETING THE NEEDS OF HAMPDEN COUNTY | $40,000 |
| CENTER FOR HUMAN DEVELOPMENT | ||||||
| 332 BIRNIE AVE | SPRINGFIELD | MA | 01107 | PC | TMS CLINIC FOR UNDERSERVED POPULATIONS | $38,500 |
| CENTRAL BAPTIST CHURCH | ||||||
| PO BOX 95 | WESTFIELD | MA | 010863808 | PC | CBC PUBLIC ACCESS PROJECT | $30,000 |
| CHIEF SEATTLE CLUB INC | ||||||
| 410 SECOND AVENUE EXTENSION SOUTH | SEATTLE | WA | 98104 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CHOATE ROSEMARY HALL FOUNDATION | ||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CHRISTINA'S HOUSE INC | ||||||
| 38 MADISON AVENUE | SPRINGFIELD | MA | 01105 | PC | CAPACITY BUILDING FOR CHRISTINA'S HOUSE | $45,000 |
| CISA (COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE) | ||||||
| 1 SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CLARKE SCHOOL FOR THE DEAF | ||||||
| 45 ROUND HILL RD | NORTHAMPTON | MA | 01060 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CLEAN WATER FUND | ||||||
| 160 MAIN ST | NORTHAMPTON | MA | 00160 | PC | LAYING A SAFE FOUNDATION FOR DRINKING WATER IN WESTERN MASSACHUSETTS | $12,500 |
| COMMONWEALTH GRANTWORKS FOUNDATION | ||||||
| 44 POMEROY MEADOW ROAD | SOUTHAMPTON | MA | 01073 | PC | CWGW OPERATING COSTS | $1,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | HAMPSHIRE HAMPDEN SCHOLARSHIP | $30,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| DISCOVERING JUSTICE | ||||||
| 300 STATE STREET | SPRINGFIELD | MA | 01105 | PC | MOCK TRIAL AND MOCK APPEAL IN SPRINGFIELD, MA | $6,200 |
| DOMUS INCORPORATED | ||||||
| 4 SCHOOL ST | WESTFIELD | MA | 01085 | PC | WESTFIELD COMMUNITY EDUCATION | $10,000 |
| DOUBLE EDGE THEATRE PRODUCTIONS INC | ||||||
| 948 CONWAY RD | ASHFIELD | MA | 01330 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| DOUBLE EDGE THEATRE PRODUCTIONS INC | ||||||
| 948 CONWAY ROAD | ASHFIELD | MA | 01330 | PC | CAPACITY BUILDING - PARTNERSHIPS & RESIDENCIES | $45,000 |
| DRAMA STUDIO INC | ||||||
| 41 OAKLAND ST | SPRINGFIELD | MA | 01108 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| DRUG STORY THEATER | ||||||
| PO BOX 102 | MARSHFIELD HILLS | MA | 020510102 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| EASTHAMPTON LEARNING FOUNDATION | ||||||
| PO BOX 1100 | EASTHAMPTON | MA | 01027 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| EASTHAMPTON NEIGHBORS | ||||||
| POST OFFICE BOX 1066 | EASTHAMPTON | MA | 01027 | PC | PIONEER VALLEY MEMORY CARE INITIATIVE (PVMCI) COLLABORATION | $3,500 |
| AMHERST COLLEGE TRUSTEES | ||||||
| 280 MAIN STREET | AMHERST | MA | 01002 | PC | EMILY DICKENSON MUSEUM 2022 TELL IT SLANT POETRY FESTIVAL | $18,000 |
| EPISCOPAL CHURCH OF THE ATONEMENT | ||||||
| 36 COURT STREET | WESTFIELD | MA | 01085 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD | ||||||
| 400 SEABROOK RD | JUPITER | FL | 33469 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| FAMILIES FIRST | ||||||
| 1350 MAIN STREET SUITE 1006 | SPRINGFIELD | MA | 01103 | PC | POWER OF PARENTING AND PARENT LEADERSHIP PROGRAM | $45,000 |
| FARESTART | ||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| FOSTER PARROTS LTD | ||||||
| PO BOX 34 | HOPE VALLEY | RI | 02832 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,400 |
| FRACTURED ATLAS | ||||||
| 154 LINCOLN STREET | AMHERST | MA | 01002 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 |
| FRIENDS OF CHILDREN INC | ||||||
| 241 KING STREET SUITE 227 | NORTHAMPTON | MA | 01060 | PC | FOCUS: FOSTER FUTURES | $30,000 |
| FRIENDS OF THE JONES LIBRARY | ||||||
| 43 AMITY STREET | AMHERST | MA | 01002 | PC | JONES LIBRARY EXPANSION & RESTORATION PROJECT | $46,000 |
| FRIENDS OF THE LITTLETON LIBRARY AND MUSEUM INC | ||||||
| 6014 S DATURA ST | LITTLETON | CO | 80120 | SO III NFI | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| FUTURE ARTS FOUNDATION | ||||||
| 699 SUNDOWN DR | LAFAYETTE | CO | 80026 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| THIRD SECTOR NEW ENGLAND INC DBA TSNE MISSIONWORKS | ||||||
| 89 SOUTH STREET NO 70 | BOSTON | MA | 02111 | PC | GARDENING THE COMMUNITY, URBAN AGRICULTURE SOCIAL ENTERPRISE DEVELOPMENT | $40,000 |
| GIRLS ON THE RUN WESTERN MA | ||||||
| 16 CENTER ST SUITE 318 | NORTHAMPTON | MA | 01060 | PC | PROGRAM EXPANSION AND CAMP GOTR | $23,000 |
| GLOBAL GLIMPSE | ||||||
| 144 2ND STREET | SAN FRANCISCO | CA | 941053716 | PC | GLOBAL GLIMPSE WESTERN MASSACHUSETTS PROGRAM | $30,000 |
| GORDON SCHOOL | ||||||
| 45 MAXFIELD AVE | EAST PROVIDENCE | RI | 02914 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GREATER SPRINGFIELD HABITAT FOR HUMANITY | ||||||
| 268 COLD SPRING AVENUE | WEST SPRINGFIELD | MA | 01089 | PC | CONSTRUCTION SERVICES - HOMEOWNERSHIP AND HOME PRESERVATION | $38,000 |
| GREATER WESTFIELD EMERGENCY FOOD PANTRY | ||||||
| 101 MEADOW ST | WESTFIELD | MA | 01085 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GROW FOOD NORTHAMPTON | ||||||
| 221 PINE STREET 349 | FLORENCE | MA | 01062 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GUS GIORDANO JAZZ LEGACY FOUNDATION | ||||||
| 5230 N CLARK STREET | CHICAGO | IL | 60640 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| HATHAWAY BROWN SCHOOL | ||||||
| 19600 N PARK BLVD | SHAKER HEIGHTS | OH | 44122 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| HAYDENVILLE CONGREGATIONAL CHURCH | ||||||
| 143 MAIN ST | HAYDENVILLE | MA | 01039 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 |
| HEALING RACISM INSTITUTE | ||||||
| ONE MONARCH PLACE SUITE 1300 | SPRINGFIELD | MA | 01144 | PC | HEALING RACISM INSTITUTE FACILITATOR TRAINING | $20,000 |
| HIGH FIVES FOUNDATION | ||||||
| 10775 PIONEER TRAIL 108 | TRUCKEE | CA | 96161 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| HILLTOWN LAND TRUST INC | ||||||
| BOX 226 11 NORTH STREET | WILLIAMSBURG | MA | 01096 | PC | LAND CONSERVATION FOR ALL | $31,000 |
| HISTORIC NORTHAMPTON | ||||||
| 46 BRIDGE STREET | NORTHAMPTON | MA | 01060 | PC | SHEPHERD BARN RESTORATION PROJECT | $40,000 |
| HOLYOKE HEALTH CENTER | ||||||
| 230 MAPLE ST | HOLYOKE | MA | 01040 | PC | IMPROVING HEALTH SERVICES FOR A LOW INCOME POPULATION | $40,000 |
| HOLYOKE YOUNG MEN'S CHRISTIAN ASSOCIATION (HOLYOKE YMCA) | ||||||
| 171 PINE STREET | HOLYOKE | MA | 01040 | PC | HOLYOKE YMCA ROOF REPAIR PROJECT | $27,000 |
| HOMEWORK HOUSE INC | ||||||
| 54 NORTH SUMMER ST | HOLYOKE | MA | 01040 | PC | A HOME FOR THE FUTURE | $20,400 |
| HOPE AND COMFORT INC | ||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| HUMAN DEVELOPMENT CORPORATION | ||||||
| 664 E CENTRAL AVE | EDGEWATER | MD | 21037 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| HUMAN SERVICE FORUM | ||||||
| PO BOX 366 | HOLYOKE | MA | 01041 | PC | CATCHAFIRE | $50,000 |
| HUMAN SERVICE FORUM | ||||||
| PO BOX 366 | HOLYOKE | MA | 01041 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| INSIGHT PRODUCTIONS INC | ||||||
| 742 HICKORY RIDGE RD | PUTNEY | VT | 05346 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| INTERNATIONAL LANGUAGE INSTITUTE OF MASSACHUSETTS | ||||||
| 25 NEW SOUTH STREET | NORTHAMPTON | MA | 01060 | PC | REBUILDING ILI WITH A RESTRUCTURED WEBSITE | $7,000 |
| JEANNE GEIGER CRISIS CENTER INC | ||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS | ||||||
| 1500 MAIN STREET SUITE 217 | SPRINGFIELD | MA | 01115 | PC | JA CAREER, LEADERSHIP, INNOVATION CENTER (CLIC) CONSTRUCTION | $41,000 |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| LEADERSHIP PIONEER VALLEY | ||||||
| 1391 MAIN ST FL 9 | SPRINGFIELD | MA | 01103 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| LOWELLS MARITIME FOUNDATION | ||||||
| 459 MAIN ST | AMESBURY | MA | 01913 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| LUCY'S LOVE BUS | ||||||
| PO BOX 464 | AMESBURY | MA | 01913 | PC | ART THERAPY AT THE HEALING ROOM AT BAYSTATE CHILDRENS HOSPITAL | $7,500 |
| LUDLOW COMMUNITY CENTERRANDALL BOYS & GIRLS CLUB | ||||||
| 91 CLAUDIAS WAY | LUDLOW | MA | 01056 | PC | USABLE SPACE EXPANSION PROJECT | $35,000 |
| MARTIN LUTHER KING JR FAMILY SERVICES | ||||||
| 106 WILBRAHAM ROAD | SPRINGFIELD | MA | 01109 | PC | CAPACITY BUILDING LEADERSHIP TRANSITION | $50,000 |
| MASSACHUSETTS 4-H FOUNDATION INC | ||||||
| 1671 WORCESTER ROAD SUITE 403 | FRAMINGHAM | MA | 01701 | PC | 4-H STEAM | $8,200 |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE (MARE) | ||||||
| 19 NEEDHAM ST SUITE 206 | NEWTON | MA | 02461 | PC | FINDING PERMANENT, LOVING FAMILIES FOR WAITING FOSTER YOUTH IN WESTERN MASSACHUSETTS | $20,500 |
| MAY INSTITUTE | ||||||
| 41 PACELLA PARKE DRIVE | RANDOLPH | MA | 02368 | PC | LITERACY INITIATIVE AT THE MAY CENTER SCHOOL FOR AUTISM & DEVELOPMENTAL DISABILITIES | $17,500 |
| MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD | ||||||
| 995 WORTHINGTON STREET | SPRINGFIELD | MA | 01101 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| NORTH EAST SUSTAINABLE ENERGY ASSOC | ||||||
| 20 FEDERAL STREET SUITE 8 | GREENFIELD | MA | 01301 | PC | F/B/O COOLER COMMUNITIES | $12,500 |
| NORTHAMPTON JAZZ FESTIVAL INC | ||||||
| PO BOX 631 | NORTHAMPTON | MA | 01061 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | PC | FRANK STANLEY BEVERIDGE SCHOLARSHIP FUND - ENDOWED FINANCIAL AID | $50,000 |
| NUESTRAS RAICES | ||||||
| 329 MAIN STREET | HOLYOKE | MA | 01040 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SOCIAL GOOD FUND | ||||||
| 500 BEECH ST | HOLYOKE | MA | 01040 | PC | PA'LANTE RESTORATIVE JUSTICE PROGRAM YOUTH LEADERSHIP HUB | $44,000 |
| PARENT-TEACHER ORGANIZATION OF JOHN F KENNEDY MIDDLE SCHOOL INC | ||||||
| 100 BRIDGE RD | FLORENCE | MA | 01062 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 |
| PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS | ||||||
| 800 AIRPORT BLVD SUITE 320 | BURLINGAME | CA | 94010 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PHOENIX CHARTER ACADEMY FOUNDATION | ||||||
| 175 HAWTHORNE STREET | CHELSEA | MA | 02150 | SO I | BUILDING 21ST CENTURY COMMUNICATIONS AND RECRUITMENT CAPACITY | $8,200 |
| PIONEER VALLEY POWER PACKS INC | ||||||
| 73 BARRETT ST APT 3076 | NORTHAMPTON | MA | 01060 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PIONEER VALLEY REGIONAL VENTURES CENTER | ||||||
| 60 CONGRESS ST | SPRINGFIELD | MA | 01104 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PIONEER VALLEY RIVERFRONT CLUB INC | ||||||
| PO BOX 3123 | SPRINGFIELD | MA | 01101 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PIONEER VALLEY WORKERS CENTER | ||||||
| 5 WARFIELD PLACE | NORTHAMPTON | MA | 01060 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | ||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION INC | ||||||
| 115 KEATING DR | BELLE CHASSE | LA | 70037 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| PROVISION MINISTRY INC | ||||||
| 7 THOMAS NEWTON DR | WESTBOROUGH | MA | 01581 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PROVISION MINISTRY INC | ||||||
| 7 THOMAS NEWTON DRIVE | WESTBORO | MA | 01581 | PC | DISTRIBUTING FOOD & BASIC ESSENTIALS IN HAMPDEN COUNTY | $35,000 |
| RAINIER VALLEY CORPS | ||||||
| 1225 S WELLER ST SUITE 400 | SEATTLE | WA | 98144 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| REVITALIZE COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 1145 MAIN STREET SUITE 107 | SPRINGFIELD | MA | 01103 | PC | AGE IN PLACE HOME MODIFICATIONS & EDUCATION FOR OLDER ADULTS | $40,000 |
| RIDE FOR RACIAL JUSTICE | ||||||
| 18601 GREEN VALLEY RANCH BLVD | DENVER | CO | 80249 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $20,000 |
| RIVER EAST SCHOOL TO CAREER | ||||||
| 1455 MAIN STREET | PALMER | MA | 01069 | PC | CAREER EXPLORATION FAIRS FOR HIGH SCHOOL STUDENTS | $2,000 |
| ROCA INC | ||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | PC | ROCA HOLYOKE HIGH RISK YOUTH INTERVENTION MODEL | $28,000 |
| SECOND CHANCE ANIMAL SERVICES INC | ||||||
| 111 YOUNG RD | EAST BROOKFIELD | MA | 01515 | PC | HOMEBOUND TO THE RESCUE/MOBILE VACCINE CLINICS IN SPRINGFIELD AREA | $20,500 |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | ||||||
| PO BOX 301155 | JAMAICA PLAIN | MA | 02130 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SELF-EVIDENT EDUCATION INC | ||||||
| 156 OVERLOOK DR | FLORENCE | MA | 01062 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SEVENARS CONCERTS INC | ||||||
| C/O R SCHRADE 80 EAST END AVENUE RO | NEW YORK | NY | 10028 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP | ||||||
| 649 STATE ST | SPRINGFIELD | MA | 01109 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| SPECIAL OLYMPICS MASSACHUSETTS | ||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PC | SPECIAL OLYMPICS HAMPDEN & HAMPSHIRE COUNTIES | $32,000 |
| SPRINGFIELD CHAPTER AMERICAN GUILD OF ORGANISTS | ||||||
| 27 CARRIAGE LN | WESTFIELD | MA | 01085 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,600 |
| SPRINGFIELD SYMPHONY ORCHESTRA | ||||||
| 1441 MAIN ST | SPRINGFIELD | MA | 01103 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| STANLEY PARK OF WESTFIELD INC | ||||||
| 400 WESTERN AVE | WESTFIELD | MA | 01086 | EOF | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| STANLEY PARK OF WESTFIELD INC | ||||||
| 400 WESTERN AVE | WESTFIELD | MA | 01086 | EOF | GENERAL OPERATING SUPPORT | $816,096 |
| AMHERST BALLET THEATRE COMPANY INC | ||||||
| 29 STRONG ST | AMHERST | MA | 01002 | PC | EMERGENCY FUNDS, AMHERST BALLET | $8,500 |
| THE CARE CENTER | ||||||
| 247 CABOT STREET | HOLYOKE | MA | 010403927 | PC | BARD MICROCOLLEGE HOLYOKE | $44,000 |
| THE HOSPICE FOUNDATION | ||||||
| 5315 TORRANCE BLVD SUITE B-1 | TORRANCE | CA | 90503 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| THE KISTNER FOUNDATION DBA RED GATE FARM | ||||||
| 4 NORMAN ROAD | ASHFIELD | MA | 01330 | PC | FARMING FOR THEIR FUTURE - A CAPITAL CAMPAIGN | $45,000 |
| THE PERFORMANCE PROJECT | ||||||
| 1365 MAIN STREET | SPRINGFIELD | MA | 01103 | PC | THE PERFORMANCE PROJECT: HOME BASE | $22,500 |
| THE WILD ANIMAL SANCTUARY | ||||||
| 1946 COUNTY ROAD 53 | KEENESBURG | CO | 80643 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| TIDES FOUNDATION | ||||||
| PO BOX 889389 | LOS ANGELES | CA | 900889389 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 |
| TREEHOUSE FOUNDATION INC | ||||||
| ONE TREEHOUSE CIRCLE | EASTHAMPTON | MA | 01027 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| TRUSTEES OF TUFTS COLLEGE | ||||||
| BALLOU HALL | MEDFORD | MA | 02155 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| USS MASS MEMORIAL COMMITTEE INC | ||||||
| BATTLESHIP COVE 5 WATER STREET | FALL RIVER | MA | 027211540 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| VALLEY EYE RADIO | ||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| AMALGAMATED CHARITABLE FOUNDATION INC | ||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| WESTFIELD ON WEEKENDS | ||||||
| 105 ELM ST | WESTFIELD | MA | 01085 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| WOMEN'S FUND OF WESTERN MASSACHUSETTS | ||||||
| 1350 MAIN STREET SUITE 1006 | SPRINGFIELD | MA | 01103 | PC | STATUS REPORT FOR WOMEN & GIRLS IN WESTERN MASSACHUSETTS | $12,000 |
| WORK OPPORTUNITY CENTER INC | ||||||
| 94 NORTH ELM ST SUITE 104 | WESTFIELD | MA | 01085 | PC | WHEELCHAIR VAN | $8,000 |
| WORLD CENTRAL KITCHEN INC | ||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | 2022 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,571,596 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,203,839 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,063,826 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,269,828 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,269,828 | 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 | $76,928 | Amt |
| Net Investment Income | $40,236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,692 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $6,356,793 | EOYBookValueAmt |
| EOYFMV | $6,356,793 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $30,650,424 | EOYBookValueAmt |
| EOYFMV | $30,650,424 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,155,218 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,155,218 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,398,367 | BookValueAmt |
| EOYFMV | $12,398,367 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $17,940 | LegalFeesAmt |
| Net Investment Income | $13,065 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,875 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $76,286 | $76,002 | $76,002 |
| PROGRAM-RELATED INVESTMENTS | $140,644 | $291,694 | $291,694 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $13,257,049 | 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 | $42,529 | $8,904 | $0 | $33,625 |
| OTHER | $38,195 | $7,433 | $0 | $30,762 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $2,163 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,163 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX ASSET | Desc |
| Amt | $238,010 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $214,000 | BOYBookValueAmt |
| EOY Book Value | $30,000 | 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 | $38,251 | $6,585 | $0 | $31,666 |
| INVESTMENT MANAGEMENT | $358,914 | $358,914 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $118,042 | $0 | $0 | $0 |
| FOREIGN TAXES | $32,121 | $32,121 | $0 | $0 |
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