STODDARD CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STODDARD CHARITABLE TRUST (EIN 04-6023791)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349102486
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:52:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042628601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLETCHER TILTON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN ST 11TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016081779 | 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 | 046023791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STODDARD CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOD | BusinessNameControlTxt |
| Phone | 5084598000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARNER S FLETCHER | PersonNm |
| Person Title | CHAIRMAN/TTEE | PersonTitleTxt |
| Signature | 2023-10-25 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARNER S | PersonFirstNm |
| Person Last | FLETCHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A SANTOS EA | PreparerPersonNm |
| PTIN | P01270354 | PTIN |
| Phone | 5084598000 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| 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 | $104,552,062 | 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 | $63,298 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63,298 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,365,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,365,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,026,186 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,139,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,026,186 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $484,897 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,939,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,454,947 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $652,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $326,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $326,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,667 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,440 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $623 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $623 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $247,771 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,921 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $220,997 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,913 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,211,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $467,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $330,603 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,870,649 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,870,649 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,082,647 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $467,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,201,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $857,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,987,850 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,615,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,903,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,903,804 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $38,853,464 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,761,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,527,261 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,853,925 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,580,122 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,120,997 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $49,322,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,245,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,552,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $49,322,457 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,245,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,322,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,245,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,322,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,245,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,322,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $857,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,077 | OtherIncreasesAmt |
| Subtotal | $50,246,731 | SubtotalAmt |
| Other Decreases | $1,158 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,245,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AIM INVT FDS INVESCO INVT FDS DEVEL | D | 2021-12-17 | 2022-11-03 | $23,624 | $34,518 | -$10,894 | -$10,894 |
| MEDICAL PROPERTIES TRUST INC | D | 2021-05-18 | 2022-08-16 | $505,636 | $643,853 | -$138,217 | -$138,217 |
| AMEREN ILL CO PFD 4.08% | D | 2019-07-23 | 2022-02-08 | $202,767 | $216,840 | -$14,073 | -$14,073 |
| AIM INVT FDS INVESCO INVT FDS DEVEL | D | 2019-12-17 | 2022-11-03 | $8,201 | $11,522 | -$3,321 | -$3,321 |
| SPDR SER TR S&P BIOTECH | D | 2017-02-14 | 2022-12-27 | $343,692 | $296,250 | $47,442 | $47,442 |
| AMEREN ILL CO PFD 4.20% | D | 2019-12-03 | 2022-02-18 | $114,250 | $120,800 | -$6,550 | -$6,550 |
| AIM INVT FDS INVESCO INVT FDS DEVEL | D | 2019-12-17 | 2022-11-03 | $764 | $1,074 | -$310 | -$310 |
| WARNER BROS DISCOVERY | D | 2016-07-22 | 2022-04-22 | $4 | $8 | -$4 | -$4 |
| AMEREN ILL COMPANY 4.7% | D | 2019-01-15 | 2022-02-18 | $222,040 | $231,855 | -$9,815 | -$9,815 |
| AIM INVT FDS INVESCO INVT FDS DEVEL | D | 2013-12-10 | 2022-11-03 | $2,190 | $2,534 | -$344 | -$344 |
| WARNER BROS DISCOVERY | D | 2016-07-22 | 2022-11-02 | $7,158 | $23,653 | -$16,495 | -$16,495 |
| EVOTEC AG ADR | D | 2022-02-17 | $16,212 | $16,212 | $16,212 | ||
| AIM INVT FDS INVESCO INVT FDS DEVEL | D | 2014-12-08 | 2022-11-03 | $7,457 | $8,489 | -$1,032 | -$1,032 |
| WARNER BROS DISCOVERY | D | 2011-05-16 | 2022-11-02 | $29,885 | $71,716 | -$41,831 | -$41,831 |
| GREAT ELM CAP COR 6500 | D | 2019-06-11 | 2022-01-19 | $24,830 | $25,000 | -$170 | -$170 |
| APPLE COMPUTER INC | D | 2016-07-22 | 2022-12-05 | $583,386 | $98,655 | $484,731 | $484,731 |
| WARNER BROS DISCOVERY | D | 2011-08-16 | 2022-11-02 | $37,045 | $85,323 | -$48,278 | -$48,278 |
| HOWMET AEROSPACE INC | D | 2013-05-13 | 2022-03-04 | $193,548 | $243,100 | -$49,552 | -$49,552 |
| APPLE COMPUTER INC | D | 2015-04-19 | 2022-12-05 | $714,648 | $103,264 | $611,384 | $611,384 |
| AIM INVT FDS INVESCO INVT FDS DEVEL | D | 2011-03-09 | 2022-11-03 | $458,581 | $500,000 | -$41,419 | -$41,419 |
| NIAGARA MOWHAWK POWER | D | 2019-05-23 | 2022-10-26 | $25,933 | $27,521 | -$1,588 | -$1,588 |
| AT&T INC | D | 2016-07-22 | 2022-12-22 | $44,572 | $75,536 | -$30,964 | -$30,964 |
| AT&T INC | D | 2006-03-06 | 2022-04-18 | $197,669 | $212,972 | -$15,303 | -$15,303 |
| AT&T INC | D | 2011-05-06 | 2022-12-22 | $186,042 | $228,947 | -$42,905 | -$42,905 |
| COLGATE PALMOLIVE | D | 1990-06-29 | 2022-03-16 | $312,518 | $18,068 | $294,450 | $294,450 |
| AT&T INC | D | 2020-08-06 | 2022-12-22 | $230,614 | $272,387 | -$41,773 | -$41,773 |
| COLGATE PALMOLIVE | D | 1984-02-14 | 2022-03-16 | $595,272 | $12,344 | $582,928 | $582,928 |
| BLACKSTONE INC | D | 2015-07-14 | 2022-12-22 | $583,859 | $327,631 | $256,228 | $256,228 |
| MEDICAL PROPERTIES TRUST INC | D | 2007-05-17 | 2022-08-16 | $323,275 | $250,697 | $72,578 | $72,578 |
| BLACKSTONE INC | D | 2014-07-17 | 2022-12-27 | $452,491 | $215,059 | $237,432 | $237,432 |
| OTIS WORLDWIDE CORP | D | 1984-12-14 | 2022-04-18 | $403,229 | $12,453 | $390,776 | $390,776 |
| ISHARES S&P 500 GROWTH INDEX | D | 2015-03-25 | 2022-12-27 | $2,004,578 | $994,861 | $1,009,717 | $1,009,717 |
| PFIZER INC | D | 2003-08-11 | 2022-01-26 | $475,160 | $23,749 | $451,411 | $451,411 |
| ISHARES TR MSCI EAFE ETF | D | 2015-04-15 | 2022-11-02 | $714,668 | $799,672 | -$85,004 | -$85,004 |
| VANGUARD INTL EQUITY INDEX FDS | D | 2013-10-09 | 2022-11-02 | $460,635 | $494,591 | -$33,956 | -$33,956 |
| MAGELLAN MIDSTREAM PARTNERS | D | 2020-01-15 | 2022-03-23 | $298,262 | $362,084 | -$63,822 | -$63,822 |
| WARNER BROS DISCOVERY | D | 2006-03-06 | 2022-11-02 | $31,753 | $66,712 | -$34,959 | -$34,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,026,186 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,894 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,231 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $83,231 | SubtotalAmt |
| Tax Based On Investment Income | $83,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,866 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $163,866 | TotalPaymentsAndCreditsAmt |
| Overpayment | $80,635 | OverpaymentAmt |
| Applied To ES Tax | $80,635 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WARNER S FLETCHER | IndividualWithBooksNm |
| Phone | 5084598000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| WARNER S FLETCHER | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | CHAIRMAN/TTE | 10.00 | $0 | $0 | $0 |
| ALLEN W FLETCHER | ||||||||
| 4 ASH STREET | WORCESTER | MA | 01604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH S KING | ||||||||
| 140 MAIN STREET BOX 448 | SOUTHBORO | MA | 01772 | TREAS/TTEE | 1.00 | $0 | $0 | $0 |
| VALERIE S LORING | ||||||||
| 4 SCHOLAR ROAD | FALMOUTH | ME | 04105 | SEC/TTEE | 1.00 | $0 | $0 | $0 |
| JUSTIN L FLETCHER | ||||||||
| 3 KEELER FARM WAY | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER PARADEE | ||||||||
| 8 WALKER ROAD | KENNEBUNK | ME | 04043 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MEGAN FLETCHER | ||||||||
| 1689 NOE STREET | SAN FRANCISO | CA | 94131 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT LORING | ||||||||
| 1087 KINGS HIGHWAY | KENNEBUNKPORT | ME | 04046 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLETCHER TILTON PC | |||||
| 370 MAIN ST 12TH FLOOR | WORCESTER | MA | 01608 | TRUST & ACCOUNT | $655,380 |
| NIXON PEABODY | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | CUSTODIAL FEES | $87,227 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $112,504,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,605,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,109,402 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $114,109,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,711,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,397,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,619,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,619,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83,231 | TotalTaxAmt |
| Distributable Before Adj | $5,536,657 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,536,657 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,536,657 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,201,252 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,201,252 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,536,657 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $100,789 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $207,589 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $182,870 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $376,328 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $867,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,201,252 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,201,252 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $335,405 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $335,405 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $532,171 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $532,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $155,843 | ExcessFromYear3Amt |
| Excess From Year2 | $376,328 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARNER S FLETCHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN ST 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5084598000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MADE BY LETTER, ORIGINAL PLUS (7)COPIES SIGNED BY THE PRESIDENT OR EXECUTIVE DIRECTOR, AND NARRATIVE STYLE PROPOSAL, PLUS (1) ONE COPY OF IRS LETTER, ORGANIZATION'S OPERATIONAL AND PROGRAM BUDGET, MOST RECENT FINANCIAL STATEMENT, TRUSTEE LIST, PLUS ANYTHING ELSE THE APPLICANT FEELS WOULD GIVE THE TRUSTEES A BETTER FEEL/SENSE OF THE APPLICANT AND/OR PROJECT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MEETING SCHEDULES ARE APRIL, JUNE, SEPTEMBER, AND DECEMBER. APPLICATIONS SHOULD BE RECEIVED BY THE 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTMAKING FOCUS ARE CAPITAL NEEDS, WITH SOME (MOSTLY HISTORICAL/GRANDFATHERED)OPERATIONAL SUPPORT; PRIVATE NON-PROFITS (501(C)(3)); GENERALLY NO CHURCHES OR SIMILAR RELIGIOUS ORGANIZATIONS, PUBLIC ENTITIES, OR SPONSORSHIPS; PRIMARILY IN THE CITY OF WORCESTER. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (152 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| VETERANS INC | ||||||
| 69 GROVE STREET | WORCESTER | MA | 01605 | TOWARD COST OF NEW HEATING SYSTEM | $100,000 | |
| ELEVATE OAKLAND | ||||||
| 328 63RD STREET | OAKLAND | CA | 94618 | 2022 UNSOLICITED GRANTS-E FLETCHER | $2,500 | |
| CORNERSTONE COMMUNITY CHURCH | ||||||
| 4351 BIG HORN AVENUE | SHERIDAN | WY | 82801 | 2022 UNSOLICITED GRANT-W KING-FOR TH | $2,500 | |
| AGNES IRWIN SCHOOL | ||||||
| 275 SOUTH ITHAN AVENUE | BRYN MAWR | PA | 19010 | 2022 UNSOLICITED GRANT-TOM LORING AN | $1,000 | |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||
| P O BOX 2599 | OAKLAND | CA | 94616 | 2022 UNSOLICITED GRANTS-E FLETCHER | $2,500 | |
| AMERICAN ANTIQUARIAN SOCIETY | ||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANTS (V LORING)-H | $1,000 | |
| AMERICAN RED CROSS OF CENTRAL MASSA | ||||||
| THE REMILLARD BUILDING200 | WORCESTER | MA | 01606 | 2022 UNSOLICITED GRANTS (R LORING) | $1,000 | |
| AMERICAN RED CROSS OF CENTRAL MASSA | ||||||
| THE REMILLARD BUILDING200 | WORCESTER | MA | 01606 | 2022 UNSOLICITED GRANT-J PARADEE | $4,000 | |
| AMERICAN RED CROSS OF CENTRAL MASSA | ||||||
| THE REMILLARD BUILDING200 | WORCESTER | MA | 01606 | SUPPORT DISASTER CLIENT ASSISTANCE I | $30,000 | |
| AMERICAN RED CROSS OF MASSACHUSETTS | ||||||
| 101 STATION LANDING SUIT | MEDFORD | MA | 02155 | 2022 UNSOLICITED GRANTS (V LORING) | $1,000 | |
| ANGELS-NET FOUNDATION INC | ||||||
| 360 WEST BOYLSTON STREET | WEST BOYLSTON | MA | 01583 | TOWARDS THE PURCHASE OF A 2019, 15 S | $20,000 | |
| ARCHITECTURAL HERITAGE FOUNDATION ( | ||||||
| 100 FRONT STREET | WORCESTER | MA | 01608 | TOWARDS PRE-DEVELOPMENT FUNDS FOR TH | $250,000 | |
| BANCROFT SCHOOL | ||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | 2022 UNSOLICITED GRANTS (R LORING) | $2,000 | |
| BLACK EXCELLENCE ACADEMY FA CHARLE | ||||||
| 115 BEECHING STREET | WORCESTER | MA | 01602 | SUPPORT FALL 2022 AND SPRING 2023 SC | $7,000 | |
| BOTTOM LINE | ||||||
| 500 ARMORY STREET SUITE | JAMACIA PLAN | MA | 02130 | 2022 UNSOLICITED GRANT-E TAYLOR (J P | $2,000 | |
| BOYS & GIRLS CLUB OF WORCESTER | ||||||
| 64 TAINTER STREET | WORCESTER | MA | 01610 | TOWARD SECURITY EQUIPMENT FOR TWO OU | $90,000 | |
| BRIARWOOD COMMUNITY (THE) | ||||||
| 65 BRIARWOOD CIRCLE | WORCESTER | MA | 01606 | TOWARD THE PURCHASE OF PROPERTY | $500,000 | |
| CAPE ABILITIES INC | ||||||
| INDEPENDENCE PARK 895 8 | HYANNIS | MA | 02601 | 2022 UNSOLICITED GRANT-E TAYLOR (LTR | $5,000 | |
| CASA PROJECT INC (THE) | ||||||
| 100 GROVE STREET | WORCESTER | MA | 01605 | CHILD COURT ADVOCACY PROGRAM IN FISC | $20,000 | |
| CASA PROJECT INC (THE) | ||||||
| 100 GROVE STREET | WORCESTER | MA | 01605 | 2022 UNSOLICITED GRANTS (J FLETCHER) | $5,000 | |
| CASA PROJECT INC (THE) | ||||||
| 100 GROVE STREET | WORCESTER | MA | 01605 | 2022 UNSOLICITED GRANT-J PARADEE | $3,000 | |
| CITYSIDE | ||||||
| 2120 UNIVERSITY AVENUE | BERKLEY | CA | 94704 | 2022 UNSOLICITED GRANTS-E FLETCHER | $2,500 | |
| COLLEGE OF THE HOLY CROSS | ||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | 2022 UNSOLICITED GRANT-ANDREW FLETCH | $2,500 | |
| COMMUNITY HARVEST PROJECT INC | ||||||
| 37 WHEELER ROAD | NORTH GRAFTON | MA | 01536 | TOWARD THE PURCHASE OF AN AGRICULTUR | $125,000 | |
| COMMUNITY HARVEST PROJECT INC | ||||||
| 37 WHEELER ROAD | NORTH GRAFTON | MA | 01536 | 2022 UNSOLICITED GRANTS (R LORING) | $2,000 | |
| COMMUNITY LEGAL AID | ||||||
| 370 MAIN STREET | WORCESTER | MA | 01608 | TOWARDS THE MOVE TO THEIR NEW WORCES | $30,000 | |
| CREATIVE HUB WORCESTER | ||||||
| 134 ELM STREET APARTMENT | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANTS (ALLEN FLETC | $5,000 | |
| CREATIVITY EXPLORED | ||||||
| 3245 16TH STREET | SAN FRANCISCO | CA | 94103 | 2022 UNSOLICITED GRANTS-MEGAN FLETCH | $20,000 | |
| DISMAS HOUSE OF MASSACHUSETTS INC | ||||||
| PO BOX 30125 | WORCESTER | MA | 01603 | SUPPORT OF SERVICES NEEDED FOR HOMEL | $15,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | 2022 UNSOLICITED GRANT-T & W PICKERI | $2,000 | |
| FACE TO FACE | ||||||
| 123 EAST PRICE STREET | PHILADELPHIA | PA | 19144 | 2022 UNSOLICITED GRANT-TOM LORING AN | $1,000 | |
| FIRST BAPTIST CHURCH | ||||||
| 111 PARK AVENUE | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANTS (R LORING) | $2,000 | |
| FITCHBURG ART MUSEUM | ||||||
| 185 ELM STREET | FITCHBURG | MA | 01420 | SUPPORT, IN PART, THE REPLACEMENT AN | $25,000 | |
| FRIENDS OF GANONDAGAN INC | ||||||
| PO BOX 113 | VICTOR | NY | 14564 | 2022 UNSOLICITED GRANT-T & W PICKERI | $1,000 | |
| FRIENDS OF WISSAHICKON INC | ||||||
| 8708 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | 2022 UNSOLICITED GRANT-TOM LORING AN | $1,000 | |
| FROST FREE LIBRARY | ||||||
| PO BOX 457 | MARLBOROUGH | NH | 03455 | 2022 UNSOLICITED GRANT (S LORING) IN | $1,500 | |
| GENESIS CLUB INC | ||||||
| 274 LINCOLN STREET | WORCESTER | MA | 01605 | SUPPORT THE INSTALLATION OF A WHEELC | $10,000 | |
| GIRLS INC OF WORCESTER | ||||||
| 125 PROVIDENCE STREET | WORCESTER | MA | 01604 | 2022 UNSOLICITED GRANTS (V LORING)-C | $5,000 | |
| GIRLS INC OF WORCESTER | ||||||
| 125 PROVIDENCE STREET | WORCESTER | MA | 01604 | 2022 UNSOLICITED GRANTS (R LORING) | $1,000 | |
| GIRLS INC OF WORCESTER | ||||||
| 125 PROVIDENCE STREET | WORCESTER | MA | 01604 | 2022 UNSOLICITED GRANTS-J KING | $2,500 | |
| GIRLS INC OF WORCESTER | ||||||
| 125 PROVIDENCE STREET | WORCESTER | MA | 01604 | 2022 UNSOLICITED GRANT-J KING | $2,500 | |
| GOOD SPORTS | ||||||
| 1515 WASHINGTON STREET S | BRAINTREE | MA | 02184 | 2022 UNSOLICITED GRANTS-MATT FLETCHE | $2,500 | |
| GREATER WORCESTER LAND TRUST | ||||||
| 4 ASH STREET | WORCESTER | MA | 01604 | 2022 UNSOLICITED GRANTS (ALLEN FLETC | $5,000 | |
| GREEN AMERICA | ||||||
| 1612 K STREET NW SUITE | WASHINGTON | DC | 20006 | 2022 UNSOLICITED GRANT-T & W PICKERI | $1,000 | |
| GUILD OF ST AGNES | ||||||
| 405 GROVE STREET | WORCESTER | MA | 01605 | TOWARD THE RENOVATION AND CONVERSION | $200,000 | |
| HANOVER THEATRE AND CONSERVATORY FO | ||||||
| 554 MAIN STREET | WORCESTER | MA | 01608 | SUPPORT THE THT REP CAMPAIGN | $300,000 | |
| HEALTH FOUNDATION OF CENTRAL MASSAC | ||||||
| 446 MAIN STREET 20TH FLO | WORCESTER | MA | 01608 | SUPPORT THE WORCESTER HOMECOMING PRO | $35,000 | |
| HOMES FOR OUR TROOPS INC | ||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | 2022 UNSOLICITED GRANTS-MATT FLETCHE | $2,500 | |
| HORACE MANN EDUCATIONAL ASSOCIATES | ||||||
| 8 FORGE PARKWAY | FRANKLIN | MA | 02038 | SUPPORT BUILDING OUT ADDITIONAL SPAC | $30,000 | |
| JEREMIAH'S INN | ||||||
| PO BOX 30035 | WORCESTER | MA | 01603 | 2022 UNSOLICITED GRANTS (J FLETCHER) | $5,000 | |
| JEREMIAH'S INN | ||||||
| PO BOX 30035 | WORCESTER | MA | 01603 | 2022 UNSOLICITED GRANTS-W FLETCHER | $5,000 | |
| JEREMIAH'S INN | ||||||
| PO BOX 30035 | WORCESTER | MA | 01603 | TOWARDS THE RELOCATION OF THE NUTRIT | $30,000 | |
| JOY OF MUSIC PROGRAM INC | ||||||
| 1 GORHAM STREET | WORCESTER | MA | 01605 | STRUCTURAL IMPROVEMENT PROJECT | $140,000 | |
| JOY OF MUSIC PROGRAM INC | ||||||
| 1 GORHAM STREET | WORCESTER | MA | 01605 | SUPPORT THE SCHOOLS FINANCIAL AID PR | $7,000 | |
| LATIN AMERICAN BUSINESS ORGANIZATIO | ||||||
| 33 HIGHLAND STREET | WORCESTER | MA | 01608 | OPERATIONAL COSTS | $10,000 | |
| LAUDHOLM TRUST & WELLS RESERVE | ||||||
| 342 LAUDHOLM FARM ROAD | WELLS | ME | 04090 | 2022 UNSOLICITED GRANT-J PARADEE | $2,000 | |
| LEXINGTON EDUCATION FOUNDATION | ||||||
| 9 MERIAM STREET SUITE 5 | LEXINGTON | MA | 02420 | 2022 UNSOLICITED GRANTS-MATT FLETCHE | $2,500 | |
| LEXINGTON EDUCATION FOUNDATION | ||||||
| 9 MERIAM STREET SUITE 5 | LEXINGTON | MA | 02420 | 2022 UNSOLICITED GRANT-ANDREW FLETCH | $2,500 | |
| LITERACY VOLUNTEERS OF GREATER WORC | ||||||
| 3 SALEM SQUARE SUITE 332 | WORCESTER | MA | 01608 | SUPPORT ADULT ESOL AND BASIC LITERAC | $10,000 | |
| LITERACY VOLUNTEERS OF GREATER WORC | ||||||
| 3 SALEM SQUARE SUITE 332 | WORCESTER | MA | 01608 | 2022 UNSOLICITED GRANTS (ALLEN FLETC | $5,000 | |
| LITERACY VOLUNTEERS OF GREATER WORC | ||||||
| 3 SALEM SQUARE SUITE 332 | WORCESTER | MA | 01608 | 2022 UNSOLICITED GRANT-J PARADEE | $2,000 | |
| LOUIS T GRAVES MEMORIAL LIBRARY | ||||||
| P O BOX 391 | KENNEBUNKPORT | ME | 04046 | 2022 UNSOLICITED GRANTS-J KING | $2,500 | |
| MAIN SOUTH COMMUNITY DEVELOPMENT CO | ||||||
| 875 MAIN STREET | WORCESTER | MA | 01610 | SUPPORT THE AGENCYS CORE OPERATIONAL | $40,000 | |
| MAINE SEACOAST MISSION | ||||||
| PO BOX 650 | NORTHEAST HARBOR | ME | 04662 | 2022 UNSOLICITED GRANTS (S LORING)-E | $1,000 | |
| MASS AUDUBON BREWSTER'S WOODS WILDL | ||||||
| BALLS HILL ROAD | CONCORD | MA | 01742 | 2022 UNSOLICITED GRANTS-J KING | $5,000 | |
| MASSACHUSETTS FARMERS MARKETS | ||||||
| C/O MFM CAMPAIGN FOR WORC | WALTHAM | MA | 02452 | SUPPORT OF THE MFM CAMPAIGN FOR WORC | $15,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 100 CAMBRIDGE STREET SUI | BOSTON | MA | 02114 | 2022 UNSOLICITED GRANT-ANDREW FLETCH | $2,500 | |
| MASSACHUSETTS SYMPHONY ORCHESTRA | ||||||
| TUCKERMAN HALLBOX 20070 | WORCESTER | MA | 01602 | TO FULLY RESTORE TUCKERMAN HALLS FAI | $35,000 | |
| MIDCOAST CONSERVANCY | ||||||
| PO BOX 439 290 US RO | EDGECOMB | ME | 04556 | 2022 UNSOLICITED GRANT-T & W PICKERI | $1,000 | |
| MIDDLEBURY COLLEGE | ||||||
| 9 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | 2022 UNSOLICITED GRANT-ANDREW FLETCH | $2,500 | |
| MUSIC WORCESTER INC | ||||||
| 319 MAIN STREET | WORCESTER | MA | 01608 | 2022 UNSOLICITED GRANTS (R LORING) | $2,000 | |
| MUSIC WORCESTER INC | ||||||
| 319 MAIN STREET | WORCESTER | MA | 01608 | 2022 UNSOLICITED GRANT-W FLETCHER: T | $5,000 | |
| MUSTARD SEED CATHOLIC WORKER COMMUN | ||||||
| 93 PIEDMONT STREET | WORCESTER | MA | 01609 | SUPPORT PAVILION PROJECT | $25,000 | |
| MUSTARD SEED CATHOLIC WORKER COMMUN | ||||||
| 93 PIEDMONT STREET | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANTS (R LORING) | $2,000 | |
| NEADS | ||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | SUPPORT OF VITAL CAPITAL INVESTMENT | $15,000 | |
| NEW BEGINNINGS CHURCH-AGAPE' MINIST | ||||||
| 309 NORTH 15TH AVENUE | BOZEMAN | MT | 59715 | 2022 UNSOLICITED GRANT-WILL KING | $2,500 | |
| NEW GARDEN PARK - FISCAL AGENT FOR | ||||||
| WORCESTER BUSINESS DEVELO | WORCESTER | MA | 01604 | DENHOLM'S OCCUPANTS RELOCATION | $100,000 | |
| NORTH YARMOUTH ACADEMY | ||||||
| 148 MAIN STREET | YARMOUTH | ME | 04096 | 2022 UNSOLICITED GRANT-E TAYLOR (LTR | $2,000 | |
| NOTRE DAME ACADEMY | ||||||
| 425 SALISBURY STREET | WORCESTER | MA | 01609 | SUPPORT EFFORTS TO INCREASE ACCESSIB | $100,000 | |
| OAKLAND GENESIS SOCCER CLUB | ||||||
| 638 FAIRVIEW STREET | OAKLAND | CA | 94609 | 2022 UNSOLICITED GRANTS-E FLETCHER | $2,500 | |
| ONE WORCESTER | ||||||
| PO BOX 2496 | WORCESTER | MA | 01613 | OPERATIONAL/PROGRAMMING | $15,000 | |
| OPEN SKY COMMUNITY SERVICES | ||||||
| 4 MANN STREET | WORCESTER | MA | 01602 | TOWARDS THE NEW GROVE STREET FACILIT | $50,000 | |
| OPEN SKY COMMUNITY SERVICES | ||||||
| 4 MANN STREET | WORCESTER | MA | 01602 | TOWARDS THE NEW GROVE STREET FACILIT | $50,000 | |
| PACHAMAMA ALLIANCE | ||||||
| PO BOX 29191 | SAN FRANCISCO | CA | 94129 | 2022 UNSOLICITED GRANT-T & W PICKERI | $1,000 | |
| PAKACHOAG MUSIC SCHOOL OF GREATER W | ||||||
| 203 PAKACHOAG STREET | AUBURN | MA | 01501 | TOWARDS THE PURCHASE OF A STEINWAY G | $15,000 | |
| PARK SCHOOL OF BALTIMORE | ||||||
| 2425 OLD COURT ROAD | BALTIMORE | MD | 21208 | 2022 UNSOLICITED GRANT-T & W PICKERI | $2,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSAC | ||||||
| 470 PLEASANT STREET | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANTS (ALLEN FLETC | $5,000 | |
| PLEASANT STREET NEIGHBORHOOD NETWOR | ||||||
| 377 PLEASANT STREET | WORCESTER | MA | 01609 | OPERATIONAL SUPPORT | $10,000 | |
| PLIMOTH PATUXET MUSEUMS INC | ||||||
| 137 WARREN AVENUE | PLYMOUTH | MA | 02360 | 2022 UNSOLICITED GRANTS (S LORING) | $1,000 | |
| PORTLAND SYMPHONY ORCHESTRA - SUPPO | ||||||
| 50 MONUMENT AVENUE | PORTLAND | ME | 04101 | 2022 UNSOLICITED GRANTS (S LORING)-S | $1,000 | |
| PREBLE STREET RESOURCE CENTER | ||||||
| 50 MONUMENT AVENUE | PORTLAND | ME | 04101 | 2022 UNSOLICITED GRANT-E TAYLOR (LTR | $3,000 | |
| PRESERVATION WORCESTER INC | ||||||
| 61 HARVARD STREET | WORCESTER | MA | 01609 | TOWARDS THE PURCHASE OF THE SALISBUR | $200,000 | |
| PRESERVATION WORCESTER INC | ||||||
| 61 HARVARD STREET | WORCESTER | MA | 01609 | FOR 'YES FOR A BETTER WORCESTER' TO | $5,000 | |
| QUINSIGAMOND COMMUNITY COLLEGE FOUN | ||||||
| 670 WEST BOYLSTON STREET | WORCESTER | MA | 01606 | SUPPORT OF HISPANICS ACHIEVING AND C | $3,000 | |
| RACHEL'S TABLE | ||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | CHILDREN'S MILK FUND | $5,000 | |
| RACHEL'S TABLE | ||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANTS (R LORING) | $2,000 | |
| RACHEL'S TABLE | ||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANT-J PARADEE | $3,000 | |
| RIA HOUSE INC | ||||||
| 330 COCHITUATE ROAD 178 | FRAMINGHAM | MA | 01701 | SUPPORT COSTS ASSOCIATED WITH BASIC | $5,000 | |
| RISE ABOVE FOUNDATION | ||||||
| PO BOX 174 | NORTHBOROUGH | MA | 01534 | SUPPORT LOCAL YOUTH IN FOSTER CARE | $5,000 | |
| ROBSON ACADEMY | ||||||
| PO BOX 1022 | SHERIDAN | WY | 82801 | 2022 UNSOLICITED GRANT-W KING | $5,000 | |
| ROSE MONAHAN HOSPICE HOMEVNA CARE | ||||||
| 10 JUDITH ROAD | WORCESTER | MA | 01602 | SUPPORT THE THREE NEW CAPITAL PROJEC | $25,000 | |
| ROSE MONAHAN HOSPICE HOMEVNA CARE | ||||||
| 10 JUDITH ROAD | WORCESTER | MA | 01602 | 2022 UNSOLICITED GRANTS (S LORING) | $1,000 | |
| ROSE MONAHAN HOSPICE HOMEVNA CARE | ||||||
| 10 JUDITH ROAD | WORCESTER | MA | 01602 | 2022 UNSOLICITED GRANTS-J KING | $2,500 | |
| SALEM COMMUNITY CORPORATION | ||||||
| 70 BRIARWOOD CIRCLE | WORCESTER | MA | 01606 | 2022 UNSOLICITED GRANTS (S LORING): | $5,000 | |
| SCHUYLKILL CENTER FOR ENVIRONMENTAL | ||||||
| 8480 HAGYS MILL ROAD | PHILADELPHIA | PA | 19128 | 2022 UNSOLICITED GRANT-TOM LORING AN | $1,000 | |
| SHINE INITIATIVE | ||||||
| 9 LEOMINSTER CONNECTOR | LEOMINSTER | MA | 01453 | SUPPORT THEIR PARTNERSHIP WITH THE W | $10,000 | |
| SOS CHILDREN'S VILLAGE - USA | ||||||
| 1620 I STREET SUITE 900 | WASHINGTON | DC | 20006 | 2022 UNSOLICITED GRANT-T & W PICKERI | $1,000 | |
| SPRINGBOARD TO OPPORTUNITIES | ||||||
| 3000 OLD CANTON ROAD 470 | JACKSON | MS | 39216 | 2022 UNSOLICITED GRANT-T & W PICKERI | $1,000 | |
| SPRINGSIDE CHESTNUT HILL ACADEMY FU | ||||||
| 500 WEST WILLOW GROVE AVE | PHILADELPHIA | PA | 19118 | 2022 UNSOLICITED GRANT-TOM LORING AN | $1,000 | |
| STETSON SCHOOL (PART OF SEVEN HILLS | ||||||
| 455 SOUTH STREET | BARRE | MA | 01005 | SUPPORT THE STETSON SCHOOL DEVELOPME | $25,000 | |
| STETSON SCHOOL (PART OF SEVEN HILLS | ||||||
| 455 SOUTH STREET | BARRE | MA | 01005 | SUPPORT THE STETSON SCHOOL DEVELOPME | $25,000 | |
| TORY BURCH FOUNDATION INC | ||||||
| 11 W 19TH STREET FLOOR | NEW YORK | NY | 10011 | 2022 UNSOLICITED GRANT-TOM LORING AN | $1,000 | |
| TUCK SCHOOL OF BUSINESS-DARTMOUTH C | ||||||
| 100 TUCK HALL | HANOVER | NH | 03755 | 2022 UNSOLICITED GRANT-TOM LORING AN | $2,000 | |
| WACHUSETT GREENWAYS | ||||||
| P O BOX 121 | HOLDEN | MA | 01520 | 2022 UNSOLICITED GRANTS (R LORING) | $2,000 | |
| WCUW INC | ||||||
| 910 MAIN STREET | WORCESTER | MA | 01610 | TOWARDS: 2-ARRAKIS BLUETOOTH BROADCA | $23,000 | |
| WESTBOROUGH FOOD PANTRY | ||||||
| 9 EAST MAIN STREET | WESTBOROUGH | MA | 01581 | 2022 UNSOLICITED GRANT-J KING | $2,500 | |
| WICN PUBLIC RADIO INC | ||||||
| 50 PORTLAND STREET | WORCESTER | MA | 01608 | SUPPORT EMERGING ARTIST SERIES ON WI | $20,000 | |
| WILLARD HOUSE AND CLOCK MUSEUM INC | ||||||
| 11 WILLARD STREET | NORTH GRAFTON | MA | 01536 | TOWARDS THE COST TO PAINT AND REPAIR | $15,000 | |
| WILLARD HOUSE AND CLOCK MUSEUM INC | ||||||
| 11 WILLARD STREET | NORTH GRAFTON | MA | 01536 | 2022 UNSOLICITED GRANTS-J KING | $2,500 | |
| WORCESTER ANIMAL RESCUE LEAGUE INC | ||||||
| 139 HOLDEN STREET | WORCESTER | MA | 01606 | 2022 UNSOLICITED GRANTS (R LORING) | $2,000 | |
| WORCESTER ANIMAL RESCUE LEAGUE INC | ||||||
| 139 HOLDEN STREET | WORCESTER | MA | 01606 | 2022 UNSOLICITED GRANTS-W FLETCHER | $5,000 | |
| WORCESTER ANTI-FORECLOSURE TEAM | ||||||
| C/O PLEASANT ST NEIGHBOR | WORCESTER | MA | 01609 | GENERAL SUPORT | $3,000 | |
| WORCESTER ART MUSEUM | ||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | 1. PERMISSION TO TEMPORARILY UNRE | $500,000 | |
| WORCESTER COMMUNITY CABLE ACCESS I | ||||||
| 415 MAIN STREET | WORCESTER | MA | 01608 | ISMARTT CENTER | $50,000 | |
| WORCESTER COMMUNITY HOUSING RESOURC | ||||||
| LL PLEASANT STREET SUITE | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANTS (J FLETCHER) | $5,000 | |
| WORCESTER COMMUNITY HOUSING RESOURC | ||||||
| LL PLEASANT STREET SUITE | WORCESTER | MA | 01609 | TOWARDS WHCRS EFFORTS TO CONTINUE TO | $20,000 | |
| WORCESTER COUNTY FOOD BANK | ||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | 2022 UNSOLICITED GRANTS (R LORING) | $2,000 | |
| WORCESTER COUNTY FOOD BANK | ||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | 2022 UNSOLICITED GRANT-J PARADEE | $4,000 | |
| WORCESTER EDUCATION COLLABORATIVE | ||||||
| 484 MAIN STREET 300 | WORCESTER | MA | 01608 | OPERATIONS/PROGRAMMING | $10,000 | |
| WORCESTER EDUCATIONAL DEVELOPMENT F | ||||||
| 210 PARK AVENUE SUITE 22 | WORCESTER | MA | 01609 | SUPPORT THE CULTURE LEAP PROGRAM AND | $89,000 | |
| WORCESTER EDUCATIONAL DEVELOPMENT F | ||||||
| 210 PARK AVENUE SUITE 22 | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANTS (S LORING) | $1,000 | |
| WORCESTER HISTORICAL MUSEUM | ||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANTS (S LORING) | $1,500 | |
| WORCESTER LATINO DOLLARS FOR SCHOLA | ||||||
| P O BOX 16564 | WORCESTER | MA | 01601 | 500-7,500 TO SUPPORT WORCESTER LAT | $3,000 | |
| WORCESTER POLYTECHNIC INSTITUTE-WPI | ||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | 2022 UNSOLICITED GRANT-TOM LORING AN | $2,000 | |
| WORCESTER POLYTECHNIC INSTITUTE-WPI | ||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | SUPPORT CAMPUS'S NEWEST ACADEMIC BUI | $50,000 | |
| WORCESTER POLYTECHNIC INSTITUTE-WPI | ||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | SUPPORT CAMPUS'S NEWEST ACADEMIC BUI | $50,000 | |
| WORCESTER POLYTECHNIC INSTITUTE-WPI | ||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | SUPPORT CAMPUS'S NEWEST ACADEMIC BUI | $50,000 | |
| WORCESTER PUBLIC LIBRARY FOUNDATION | ||||||
| 3 SALEM SQUARE | WORCESTER | MA | 01608 | 2022 UNSOLICITED GRANTS-W FLETCHER | $5,000 | |
| WORCESTER PUBLIC MARKET | ||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | 100,000 PER YEAR FOR A THREE-YEAR P | $100,000 | |
| WORCESTER REGIONAL CHAMBER OF COMME | ||||||
| 339 MAIN STREET | WORCESTER | MA | 01608 | WORCESTER'S TERCENTENNIAL CELEBRATIO | $75,000 | |
| WORCESTER REGIONAL RESEARCH BUREAU | ||||||
| 319 MAIN STREET | WORCESTER | MA | 01608 | SUPPORT THE WORK OF THE RESEARCH BUR | $10,000 | |
| WORCESTER YOUTH CENTER | ||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | TOWARDS REPAIR AND REMEDIATION OF DA | $75,000 | |
| WORCESTER YOUTH CENTER | ||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | WYC'S CORE PROGRAMS | $15,000 | |
| YOU INC FA SEVEN HILLS FOUNDA | ||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | SUPPORT DYNAMY YOUTH ACADEMY | $10,000 | |
| YOU INC FA SEVEN HILLS FOUNDA | ||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | 2022 UNSOLICITED GRANTS (J FLETCHER) | $5,000 | |
| YOU INC FA SEVEN HILLS FOUNDA | ||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | 2022 UNSOLICITED GRANTS-MATT FLETCHE | $2,500 | |
| YMCA OF CENTRAL MASSACHUSETTS | ||||||
| 766 MAIN STREET | WORCESTER | MA | 01610 | TOWARDS THE ENHANCEMENT OF THE CENTR | $350,000 | |
| YMCA OF CENTRAL MASSACHUSETTS | ||||||
| 766 MAIN STREET | WORCESTER | MA | 01610 | TOWARDS THE ENHANCEMENT OF THE CENTR | $350,000 | |
| YMCA OF CENTRAL MASSACHUSETTS | ||||||
| 766 MAIN STREET | WORCESTER | MA | 01610 | SUPPORT THE ORGANIZATIONS 2023 ANNUA | $10,000 | |
| ALLIANCE BERNSTEIN K-1 | ||||||
| 1345 AVENUE OF THE AMERIC | NEW YORK | NY | 10105 | ONGOING SUPPORT | $586 | |
| ENTERPRISE PRODUCTS K-1 | ||||||
| PO BOX 4018 | HOUSTON | TX | 77210 | ONGOING SUPPORT | $35 | |
| ENERGY TRANSFER K-1 | ||||||
| 8111 WESTCHESTER DRIVE | DALLAS | TX | 75225 | ONGOING SUPPORT | $28 | SUITE 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,870,649 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| WORCESTER ART MUSEUM | |||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | 1. PERMISSION TO TEMPORARILY UNRE | $500,000 |
| WORCESTER PUBLIC MARKET | |||||
| 4 ASH STREET | WORCESTER | MA | 01608 | 100,000 PER YEAR FOR A THREE-YEAR P | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $700,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,298 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,365,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,026,186 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER INCOME | 523000 | $65,122 | ||
| BUSINESS INCOME | 523000 | $111,583 | ||
| RENTAL INCOME | 523000 | $141,494 | ||
| ROYALTY INCOME | 15 | $166,698 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $318,199 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,621,645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,939,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST & ACCOUNTING FEES | $640,000 | $320,000 | $320,000 |
| TAX PREPARATION FEE | $12,500 | $6,250 | $6,250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY STOCK | $32,301,148 | $81,552,072 |
| MUTUAL FUNDS | $5,235,499 | $5,817,689 |
| CORPORATE BONDS | $225,000 | $157,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | AT COST | $2,504,667 | $5,641,189 |
| PREFERRED STOCK | AT COST | $698,512 | $323,870 |
| PARTNERSHIPS | AT COST | $335,177 | $2,096,500 |
| CAMBRIDGE SEMANTICS | AT COST | $261,150 | $261,150 |
| GOV'T SECURITIES | AT COST | $4,780,616 | $4,798,288 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIANCE ON K-1 | Desc |
| Amt | $1,158 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| K-1 EXPENSES | $14,428 | $14,428 | |
| MICROEDGE FEE | $2,413 | $2,413 | |
| COMM OF MASS FILING FEE PC | $500 | $500 | |
| ADR FEES | $3,208 | $3,208 | |
| NON-DEDUCTIBLE EXP | $200,448 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OTHER INCOME | $65,122 |
| BUSINESS INCOME | $111,583 |
| RENTAL INCOME | $141,494 |
| ROYALTY INCOME | $166,698 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| VARIANCE ON K-1 | $1,260 |
| PRIOR PERIOD ADJUSTMENT | $65,817 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $87,227 | $87,227 | |
| LEGAL FEES | $2,880 | $1,440 | $1,440 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $33,921 | $33,921 |
| FEDERAL ESTIMATES | $213,850 |
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