IORIO CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- IORIO CHARITABLE FOUNDATION (EIN 04-6745180)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-14
- IRS object ID
- 202200739349100615
- Schema version
- 2020v4.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-14T11:41:06-05:00 | ReturnTs |
| Tax Period End | 2021-10-31 | 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 | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046745180 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IORIO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IORI | 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 | SUMNER B TILTON JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5084598000 | PhoneNum |
| Signature | 2022-03-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUMNER B | PersonFirstNm |
| Person Last | TILTON JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA ZDONCZYK EA | PreparerPersonNm |
| PTIN | P00178350 | PTIN |
| Phone | 5084598000 | PhoneNum |
| Preparation | 2022-03-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,435,876 | 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 |
| Dividends Rev And Expnss | $68,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,290 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $417,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,290 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $153,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,982 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,829 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,914 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,915 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,868 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,868 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,073 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,573 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,785 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $588 | CashBOYAmt |
| Cash EOY | $16,232 | CashEOYAmt |
| Cash EOYFMV | $16,232 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,473 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,175 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,694,850 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,698,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,406,469 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,701,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,728,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,435,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,828,324 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,701,911 | CapitalStockEOYAmt |
| Retained Earning BOY | -$126,413 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,701,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,728,347 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,701,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,728,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,701,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,436 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,728,347 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,728,347 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DFA INTERNATIONAL SMALL | P | 2020-11-19 | 2020-11-19 | $7,281 | $5,341 | $1,940 | $1,940 |
| BRANDYWINE GLOBAL | P | 2021-10-20 | 2021-10-20 | $472 | $487 | -$15 | -$15 |
| DOUBLELINE TOTAL RETURN | P | 2021-10-20 | 2021-10-20 | $3,096 | $3,135 | -$39 | -$39 |
| DFA INTERNATIONAL SMALL CO | P | 2018-11-19 | 2020-11-19 | $67,813 | $64,454 | $3,359 | $3,359 |
| VANGUARD EXTENDED | P | 2019-12-09 | 2020-12-09 | $32,000 | $21,246 | $10,754 | $10,754 |
| VANGUARD VALUE INDEX | P | 2019-05-12 | 2021-05-12 | $10,000 | $8,080 | $1,920 | $1,920 |
| BRADYWINE GLOBAL | P | 2019-10-20 | 2021-10-20 | $17,528 | $17,033 | $495 | $495 |
| DOUBLEFINE TOTAL RETURN | P | 2019-10-20 | 2021-10-20 | $98,254 | $104,340 | -$6,086 | -$6,086 |
| VANGUARD EXTENDED MARKET | P | 2019-10-20 | 2021-10-20 | $30,000 | $16,000 | $14,000 | $14,000 |
| VANGUARD VALUE INDEX | P | 2019-10-20 | 2021-10-20 | $60,000 | $45,434 | $14,566 | $14,566 |
| VANGUARD 500 INDEX | P | 2019-10-20 | 2021-10-20 | $80,000 | $46,895 | $33,105 | $33,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,290 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,886 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,762 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,762 | SubtotalAmt |
| Tax Based On Investment Income | $1,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,300 | TotalPaymentsAndCreditsAmt |
| Tax Due | $462 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | SUMNER B TILTON JR | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUMNER B TILTON JR | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DOROTHY IORIO | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THEODORE L IORIO | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $2,378,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,398,177 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,398,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,362,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,762 | TotalTaxAmt |
| Distributable Before Adj | $116,348 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $116,348 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,348 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,573 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $112,573 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $112,573 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,348 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $8,877 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,883 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,558 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,573 | QualifyingDistributionsAmt |
| Applied To Current Year | $112,573 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,775 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,775 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,543 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,102 | ExcessFromYear3Amt |
| Excess From Year2 | $2,883 | ExcessFromYear2Amt |
| Excess From Year1 | $2,558 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNA MARIA COLLEGE | |||||||
| 50 SUNSET LANE | PAXTON | MA | 016121198 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| BAY STATE SPEEDSKATING CLUB INC | |||||||
| 692 WEST STREET | BRAINTREE | MA | 02184 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| CLYDE BROWN HOME AND SCHOOL ASSOCIA | |||||||
| 7 PARK ROAD | MILLIS | MA | 02054 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| COFFEE UNLIMITED | |||||||
| 263 W 139TH STREET | NEW YORK | NY | 10030 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| FOXBORO SKATEPARK ASSOCIATION | |||||||
| 13 UNION STREET | FOXBORO | MA | 02035 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| FRIENDS OF MILLIS COUNCIL OF AGING | |||||||
| 900 MAIN STREET | MILLIS | MA | 02054 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| FRIENDS OF MILLIS PUBLIC LIBRARY | |||||||
| 25 AUBURN ROAD | MILLIS | MA | 02054 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| JOHN J AHERN MIDDLE SCHOOL PARENT A | |||||||
| 111 MECHANIC STREET | FOXBORO | MA | 02035 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| MCPHS UNIVERSITY | |||||||
| 19 FOSTER STREET | WORCESTER | MA | 016081715 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| MILLIS FOOD PANTRY | |||||||
| 142 EXCHANGE STREET | MILLIS | MA | 02054 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| MILLIS MIDDLE HIGH SCHOOL | |||||||
| 245 PLAIN STREET | MILLIS | MA | 02054 | NONE | PUBLIC | GIFT ACCOUNT GENERAL SUPPORT | $7,000 |
| NANTUCKET BOYS AND GIRLS CLUB | |||||||
| 61 SPARKS AVE PO BOX 269 | NANTUCKET | MA | 02554 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| NANTUCKET COMEDY FESTIVAL | |||||||
| PO BOX 2336 | NANTUCKET | MA | 02584 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| NANTUCKET COMMUNITY MUSIC CENTER | |||||||
| 56 CENTRE STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| NANTUCKET COMMUNITY SAILING | |||||||
| PO BOX 2424 | NANTUCKET | MA | 025842424 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| NORFOLK HUNT PONY CLUB FA UNITED S | |||||||
| 32 PLANTING FIELD RD | MEDFIELD | MA | 02052 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| NORWOOD MONTESSORI SCHOOL | |||||||
| 462 WALPOLE STREET | NORWOOD | MA | 02062 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| PARENTS OF PS9 COUNT ME IN | |||||||
| PO BOX 977 | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| PLANNED PARENTHOOD LEAGUE OF MA IN | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 022151001 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| PTA OF MS54 INC | |||||||
| 103 WEST 107TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 019151530 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,290 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $153,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,797 | 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 AND ACCOUNTING FEE | $3,020 | $1,510 | $1,510 |
| TAX PREPARATION FEE | $2,809 | $1,404 | $1,405 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL BOND FUNDS | AT COST | $712,397 | $722,757 |
| MUTUAL EQUITY FUNDS | AT COST | $915,575 | $1,612,379 |
| EXCHANGE TRADED FUNDS | AT COST | $70,968 | $71,333 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEE | $35 | $35 |
| FOUNDATION SOFTWARE EXPENSE | $123 | $123 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,868 | Amt |
| Net Investment Income | $8,868 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATED TAXES | $1,300 | |
| FEDERAL TAX PAYMENT | $1,291 | |
| FOREIGN TAX PAID | $415 | $415 |
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