HELENE MORGAN BABCOCK AND ALFRED BABCOCK MEMORIAL SCHOLARSHIP TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HELENE MORGAN BABCOCK AND ALFRED BABCOCK MEMORIAL SCHOLARSHIP TRUST (EIN 14-1925134)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-03
- IRS object ID
- 202302769349100415
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-03T11:47:03-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020330274 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID E TULLY & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 TRAFALGAR SQUARE SUITE 202 | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141925134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELENE MORGAN BABCOCK AND ALFRED | BusinessNameLine1Txt |
| Business Name Line2 | BABCOCK MEMORIAL SCHOLARSHIP TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 9782732361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24 | AddressLine1Txt |
| City | DUNSTABLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01827 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAKE MANNING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9782732361 | PhoneNum |
| Signature | 2023-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAKE | PersonFirstNm |
| Person Last | MANNING | 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 | DAVID E TULLY | PreparerPersonNm |
| PTIN | P00000857 | PTIN |
| Phone | 6038868885 | PhoneNum |
| Preparation | 2023-10-03 | 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 | $493,981 | 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 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,459 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,688 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,489 | 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 |
| Taxes Rev And Expnss | $2,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,045 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,510 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $350 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,721 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,721 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $488,929 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $492,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $492,259 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $489,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $493,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $493,981 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $50,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $50,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $439,355 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $443,981 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $439,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $443,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $489,355 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $493,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $439,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,262 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,888 | OtherIncreasesAmt |
| Subtotal | $443,981 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $443,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS INVESTMENT SERVICES | P | 2011-11-11 | 2022-07-31 | $6,722 | $7,863 | -$1,141 | -$1,141 |
| UBS INVESTMENT SERVICES | P | 2011-11-11 | 2022-07-31 | $25,359 | $25,695 | -$336 | -$336 |
| UBS INVESTMENT SERVICES | P | 2011-11-11 | 2022-10-31 | $1,486 | $1,711 | -$225 | -$225 |
| UBS INVESTMENT SERVICES | P | 2011-11-11 | 2022-10-31 | $2,364 | $2,250 | $114 | $114 |
| UBS INVESTMENT SERVICES | P | 2011-11-11 | 2023-01-31 | $5,048 | $5,188 | -$140 | -$140 |
| UBS INVESTMENT SERVICES | P | 2011-11-11 | 2023-01-31 | $2,952 | $3,064 | -$112 | -$112 |
| CAPITAL GAINS DIVIDENDS | P | $12,528 | $12,528 | $12,528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,688 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | 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 | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,236 | OverpaymentAmt |
| Applied To ES Tax | $280 | AppliedToESTaxAmt |
| Refund | $1,956 | 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 | 0 | 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 | JAKE MANNING | IndividualWithBooksNm |
| Phone | 9782732361 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BEAR HILL ROAD | AddressLine1Txt |
| City | DUNSTABLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01827 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| LAUREN CHENELLE | ||||||||
| 15 HARDY STREET | DUNSTABLE | MA | 01827 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAKE MANNING | ||||||||
| 25 BEAR HILL ROAD | DUNSTABLE | MA | 01827 | TRUSTEE/TREASURER | 1.00 | $0 | $0 | $0 |
| JAMIE CHENELLE | ||||||||
| 28 HARDY STREET | DUNSTABLE | MA | 01827 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATTI STARBIRD | ||||||||
| 240 THORNDIKE STREET | DUNSTABLE | MA | 01827 | TRUSTEE/CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| SANDY FREITER | ||||||||
| 27 PARKHURST STREET | DUNSTABLE | MA | 01827 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEAH BASBANES | ||||||||
| 39 HARDY STREET | DUNSTABLE | MA | 01827 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYNNE JABLONSKI | ||||||||
| 39 FRENCH COURT | DUNSTABLE | MA | 01827 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DEBBIE COURTNEY | ||||||||
| 51 HALL STREET | DUNSTABLE | MA | 01827 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID STEBBINS | ||||||||
| 190 WESTFORD STREET | DUNSTABLE | MA | 01827 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JILL COTE | ||||||||
| 477 FOREST STREET | DUNSTABLE | MA | 01827 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE TRUST AWARDED AND PAID SCHOLARSHIPS TO GRADUATING SENIORS RESIDING IN DUNSTABLE, MA AT TIME OF GRADUATION. TOTAL AMOUNT OF SCHOLARSHIPS PAID DURING YEAR | Description1Txt |
| Expenses1 | $26,000 | Expenses1Amt |
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 | $439,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $440,275 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $440,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $433,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,684 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,684 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $264 | TotalTaxAmt |
| Distributable Before Adj | $21,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,921 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,921 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,079 | 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 | $20,341 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MORGAN BABCOCK SCHOLARSHIP TRUST PA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24 | AddressLine1Txt |
| City | DUNSTABLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01827 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9786496003 | RecipientPhoneNum |
| Recipient Email Address | BABCOCKSCHOLARSHIPFUND@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION, 50% GRANTED BASED ON DEMONSTRATION OF FINANCIAL NEED, COMMUNITY INVOLVEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIP APPLICATIONS MUST BE SUBMITTED BY MARCH 1ST OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL AWARDEES MUST BE RESIDENTS OF THE TOWN OF DUNSTABLE MASSACHUSETTS AT THE TIME THE SCHOLARSHIPS ARE AWARDED; AT LEAST 50% OF AWARDS MUST BE BASED ON NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JESSICA TRANFAGLIA | |||||||
| 242 GROTON ST | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $4,000 |
| JOSHUA BOOTH | |||||||
| 302 DEPOT ST | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $4,000 |
| KATHERINE EBERHARDT | |||||||
| 27 LOWER DAM WAY | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $4,000 |
| ANNALIESE CARNEY | |||||||
| 270 DEPOT STREET | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $2,000 |
| ASHLEY SAMPSON | |||||||
| 12 BRITTANY LANE | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $2,000 |
| CARTER PURANANANDA | |||||||
| 338 POND STREET | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $2,000 |
| JENNA BEAUCHAIN | |||||||
| 7 SKY TOP LANE | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $4,000 |
| KIMBERLY HARDING | |||||||
| 274 PLEASANT STREET | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $2,000 |
| SYLVIA HAN | |||||||
| 132 ADAMS STREET | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JOSHUA BOOTH | |||||||
| 302 DEPOT ST | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATIONP | $4,000 |
| JENNA BEAUCHAIN | |||||||
| 302 DEPOT ST | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $12,000 |
| KATHERINE EBERHARDT | |||||||
| 27 LOWER DAM WAY | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $8,000 |
| RACHEL YOUNG | |||||||
| 94 CENTURY WAY | DUNSTABLE | MA | 01827 | NONE | NONE | SCHOLARSHIP FOR FURTHERANCE OF EDUCATION | $16,000 |
| COLE BEIGEL | |||||||
| 259 KEMP STREET | DUNSTABLE | MA | 01827 | NONE | FURTHERANCE OF EDUCATION | $2,000 | |
| KYLA HUGHES | |||||||
| 1 TRASK WAY | DUNSTABLE | MA | 01827 | NONE | FURTHERANCE OF EDUCATION | $2,000 | |
| TAYJA SINCLAIR ADAMS | |||||||
| 637 PLEASANT STREET | DUNSTABLE | MA | 01827 | NONE | FURTHERANCE OF EDUCATION | $2,000 | |
| DYLAN PARADISE | |||||||
| 627 PLEASANT STREET | DUNSTABLE | MA | 01827 | NONE | FURTHERANCE OF EDUCATION | $2,000 | |
| SYDNEY PRESCOTT | |||||||
| 10 DOGWOOD LANE | DUNSTABLE | MA | 01827 | NONE | FURTHERANCE OF EDUCATION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,800 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,688 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,489 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,489 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1E | LineNumberTxt |
| Relationship Statement | AMOUNTS CONTRIBUTED TO THIS TRUST ARE INVESTED WITH A QUALIFIED FINANCIAL MANAGEMENT GROUP: EARNINGS, SUCH AS INTEREST INCOME REPORTED ABOVE WILL BE USED TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS RESIDING IN THE TOWN OF DUNSTABLE MA. AT THE TIME OF | RelationshipStatementTxt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS FINANCIAL SERVICES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $492,259 | BookValueAmt |
| EOYFMV | $492,259 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES PAID | $3,510 | $3,510 | $0 |
| FILING FEES: MASSACHUSETTS | $35 | $0 | $0 |
| POSTAGE/MISCELLANEOUS | $500 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN(LOSS) | Desc |
| Amt | $14,888 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,706 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments