MARTY MEEHAN EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARTY MEEHAN EDUCATIONAL FOUNDATION INC (EIN 04-3580154)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202331319349104318
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T15:13:39-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 043580154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTY MEEHAN EDUCATIONAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 9788847114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BOYLSTON LANE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY BYRNE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9784549167 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILY | PersonFirstNm |
| Person Last | BYRNE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | CATHY DANA | PreparerPersonNm |
| PTIN | P00580804 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2023-05-10 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,845 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,824 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $916,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,367 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,217 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,970 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,753 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,753 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,151 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,350 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,350 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,398 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,398 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,788 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,910,586 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,910,586 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,968,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,933,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,844,501 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $243,538 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $121 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $51,523 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $2,201,203 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,348,116 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,844,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,844,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,844,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,844,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,844,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,844,501 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| FID SAI LONG TERM TREASURY BOND INDEX | P | $42,028 | $50,076 | -$8,048 | -$8,048 | ||
| FIDELITY SAI INFLATION FOCUSED FD | P | $10,428 | $11,130 | -$702 | -$702 | 2022-02-15 | |
| FIDELITY SAI US TREASURY BOND | P | $16,370 | $16,572 | -$202 | -$202 | ||
| STRATEGIC ADVISERS ALTERNATIVES FUND | P | $6,016 | $6,016 | $0 | $0 | 2022-07-20 | 2022-11-30 |
| COHEN & STEERS REALTY SHARES | P | $33,030 | $29,660 | $3,370 | $3,370 | ||
| EATON VANCE GLOBAL MACRO ABSLTE RT CL A | P | $17,373 | $17,756 | -$383 | -$383 | ||
| FIDELITY SAI LONG TERM TREASURY BOND | P | $13,671 | $18,253 | -$4,582 | -$4,582 | 2021-10-05 | 2022-11-03 |
| STRATEGIC ADVISERS CORE INCOME FUND | P | $138,831 | $144,341 | -$5,510 | -$5,510 | 2017-10-09 | |
| STRATEGIC ADVISERS EMERGING MARKETS | P | $34,588 | $36,085 | -$1,497 | -$1,497 | 2017-10-09 | |
| STRATEGIC ADVISERS INCOME OPPORTUNITIES | P | $60,461 | $62,928 | -$2,467 | -$2,467 | ||
| STRATEGIC ADVISERS INTERNATIONAL FUND | P | $108,599 | $115,337 | -$6,738 | -$6,738 | ||
| STRATEGIC ADVISERS LARGE CAP FUND | P | $128,714 | $111,896 | $16,818 | $16,818 | 2017-10-09 | |
| STRATEGIC ADVISERS SHORT DURATION FUND | P | $228,460 | $234,055 | -$5,595 | -$5,595 | ||
| STRATEGIC ADVISERS SMALL-MID CAP FUND | P | $32,688 | $32,640 | $48 | $48 | ||
| CAPITAL GAINS DIVIDENDS | P | $44,855 | $44,855 | $44,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,367 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,311 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,311 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,311 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,202 | 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 | $5,202 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,891 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $3,891 | 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 | Yes (1) | 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 | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 9788847114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BOYLSTON LANE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| EMILY BYRNE | ||||||||
| 40 BOYLSTON LANE | LOWELL | MA | 01852 | TREASURER | 2.00 | $0 | $0 | $0 |
| ROBERT NORMANDIN | ||||||||
| 7 BOWL ROAD | CHELMSFORD | MA | 01824 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FAWN ANDERSEN | ||||||||
| 63 RUTHERFORD AVENUE | CHARLESTOWN | MA | 02129 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| WILLIAM MARTIN | ||||||||
| 173 CLARK ROAD | LOWELL | MA | 01852 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| BARBARA O'NEIL | ||||||||
| 39 BOYLSTON LANE | LOWELL | MA | 01852 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JENNIFER MEEHAN | ||||||||
| 190 CLARK ROAD | CHELMSFORD | MA | 01852 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $3,456,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,584,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,584,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,530,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $176,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $176,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,311 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,311 | TotalTaxAmt |
| Distributable Before Adj | $175,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $175,209 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $175,209 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,933,374 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,933,374 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $105,312 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $219,740 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $325,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,933,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $175,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,758,165 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,083,217 | 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 | $4,083,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $105,312 | ExcessFromYear3Amt |
| Excess From Year2 | $219,740 | ExcessFromYear2Amt |
| Excess From Current Year | $3,758,165 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NOTRE DAME | |||||||
| 180 MIDDLESEX ROAD | TYNGSBORO | MA | 01879 | NONE | PUBLIC CHARITY | CHARITABLE | $2,900 |
| BOYS AND GIRLS CLUB OF GREATER LOWELL | |||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHARITY | CHARITABLE | $13,200 |
| CAMP HARBOR VIEW | |||||||
| 46 PLYMPTON STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CATHOLIC MEMORIAL | |||||||
| 235 BAKER STREET | WEST ROXBURY | MA | 02132 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| JL11 FUND | |||||||
| 8 RUSTIC ROAD | STONEHAM | MA | 02180 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| STONGWATER FARM | |||||||
| 500 LIVINGSTON STREET | TEWKSBURY | MA | 01876 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| IMMACULATE CONCEPTION PARISH | |||||||
| 144 E MERRIMACK STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SALVATION ARMY | |||||||
| 150 APPLETON STREET 2507 | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MA ASSOCIATION OF MENTAL HEALTH | |||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| THE NEW ENGLAND PATRIOTS FOUNDATION | |||||||
| ONE PATRIOTS PLACE | FOXBOROUGH | MA | 02035 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| UMASS AMHERST | |||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| UMASS FOUNDATION | |||||||
| 100 CARLSON AVE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| GLCF - WOMEN WORKING WONDERS | |||||||
| 100 MERRIMACK STREET 202 | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| THE VALEDICTORIAN PROJECT | |||||||
| 30 STONELEIGH CIRCLE | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| THE SUN SANTA FOUNDATION | |||||||
| PO BOX 2439 | LOWELL | MA | 01851 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| COATS FROM ANN ABOVE | |||||||
| 16 BENTON STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHARITY | CHARITBALE | $1,000 |
| UMASS LOWELL | |||||||
| ONE UNIVERSITY AVE | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| GREATER LOWELL COMMUNITY FOUNDATION INC | |||||||
| 100 MERRIMACK STREET 202 | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | CHARITABLE | $3,730,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,910,586 | 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 | $26 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,845 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,367 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $124,238 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,238 | 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 | $15,970 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,970 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER LOWELL COMMUNITY FOUNDATION INC (GLCF) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET 202 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | MARTY MEEHAN EDUCATIONAL FOUNDATION INC IS VOLUNTARILY TERMINATING ITS PRIVATE FOUNDATION STATUS UNDER SECTION 507(A)(1)(A).ALL ASSETS WERE DISTRIBUTED TO THE GREATER LOWELL COMMUNITY FOUNDATION, INC., A SECTION 501(C)(3) NONPROFIT ORGANIZATION THAT WAS ESTABLISHED MAY 23, 1997. THE FOUNDATION DISTRIBUTED $154,889 OF CASH AND CASH EQUIVALENTS AND SECURITIES WITH A FAIR MARKET VALUE OF $3,223,724 (COST $3,576,097) TO GLCF. | ShortExplanationTxt |
| Dissolution | $3,378,613 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ASSETS WERE DISTRIBUTED TO THE GREATER LOWELL COMMUNITY FOUNDATION, INC., A SECTION 501(C)(3) NONPROFIT ORGANIZATION. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE DEVELOPMENT | $5,000 | $0 | $5,000 |
| REIMBURSEMENTS | $398 | $0 | $398 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $28,753 | Amt |
| Net Investment Income | $28,753 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $70 | $0 | $70 |
| FOREIGN TAXES | $1,151 | $1,151 | $0 |
| FEDERAL EXCISE | $5,461 | $0 | $0 |
Comments