BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202201319349104660
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T12:41:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311698286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEVERIDGE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 8002299667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD CASWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002299667 | PhoneNum |
| Signature | 2022-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARD | PersonFirstNm |
| Person Last | CASWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F MULDOON CPA | PreparerPersonNm |
| PTIN | P01561688 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2022-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $71,242,725 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,039,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,039,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,034,479 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,323,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,034,479 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,629 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,629 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,082,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,082,831 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $193,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,140 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $152,860 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,152 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,848 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,304 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,009 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,988 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,021 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,688 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,301 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,387 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $463,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $415,730 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,959 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $93,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,372 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,714 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $17,304 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,599 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,705 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,959 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,147 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $966,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $553,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $341,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,995,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,995,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,961,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $553,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,337,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,120,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,528,894 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,874,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,697,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,697,042 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,160 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,572 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,572 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,399,068 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,167,571 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,167,571 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $36,913,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,065,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,065,367 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,208,672 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,307,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,307,342 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,382,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,761,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,761,314 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $42,520 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,933 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,887 | LandBOYAmt |
| Land EOY | $12,587 | LandEOYAmt |
| Land EOYFMV | $12,587 | LandEOYFMVAmt |
| Other Assets BOY | $136,925 | OtherAssetsBOYAmt |
| Other Assets EOY | $216,930 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $216,930 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $66,936,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,242,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,242,725 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $39,836 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $34,817 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $210,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $214,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $249,836 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $248,817 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,382,098 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $52,439,695 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $17,304,727 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $18,554,213 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,686,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,993,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,936,661 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,242,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,686,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,120,894 | ExcessRevenueOverExpensesAmt |
| Other Increases | $190,189 | OtherIncreasesAmt |
| Subtotal | $70,997,908 | SubtotalAmt |
| Other Decreases | $4,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,993,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $25,323,839 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19,289,360 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,034,479 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,034,479 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,034,479 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $104,652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $104,652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $104,652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,120 | 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 | $65,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $39,532 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEVERIDGE.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARD S CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | PRESIDENT/DIRECTOR | 40.00 | $193,000 | $36,284 | $0 |
| PHILIP CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | EMERITUS | 0.50 | $0 | $0 | $0 |
| RUTH S DUPONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEAH BEVERIDGE RICHARDSON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | CLERK | 1.00 | $0 | $0 | $0 |
| CHRISTA PALMER BIGUE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PETER WESTON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JABEZ PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH L CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | SECOND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| FREDERICK WILLIAM STECHER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | TREASURER | 2.00 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | FIRST VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALEXANDRA B RUSSELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | ASSISTANT CLERK | 1.00 | $0 | $0 | $0 |
| PATRICE SWAN | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FREDERIC PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HENRY DUPONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| NANCY REICHE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS | |||||
| 11988 EL CAMINO REAL 600 | SAN DIEGO | CA | 92130 | INVESTMENT MANAGEMENT | $95,331 |
| WELLS FARGO | |||||
| 420 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT | $58,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $67,144,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,110,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,254,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,254,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,038,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,215,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,410,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,410,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104,652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $104,652 | TotalTaxAmt |
| Distributable Before Adj | $3,306,145 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,306,145 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,306,145 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,337,113 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,414 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,341,527 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,306,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,438 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,341,527 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,438 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,306,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,944 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,944 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $33,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARD CASWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002299667 | RecipientPhoneNum |
| Recipient Email Address | WARD@CASWELL.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT THE PROPOSAL ABSTRACT PROVIDED BY THE FOUNDATION ALONG WITH THE FOLLOWING REQUIRED DOCUMENTS 1)COPY OF IRS LETTER CLASSIFYING THE APPLICANT AS EXEMPT UNDER CODE SECTIONS 509(A) & 501(C)(3), 2)COPY OF 990 FOR THE MOST RECENT TOW YEARS, 3)THREE CONSTRUCTION BIDS, IF CONSTRUCTION PROJECT, 4)NAMES AND AFFILIATIONS OF THE BOARD MEMBERS, 5)IF HOSPITAL OR OTHER HEALHT-RELATED FACILITY, A COPY OF THE DETERMINATION OF NEED (DON) OR A CERTIFICATE OF NEED (CON), 6)MOST RECENT AUDITED FIANCIAL STATEMENTS, IF APPLICABLE, 7)NAME AND QULAIFCATIONS OF THE PERSON RESPONSIBLE OFR ADMINSTERING THE GRANT, 8)DETAILED BUDGET OF TEH PROJECT, 9)LIST OF OTHER SOURCES OF FUNDIGN FOR THIS PROJECT, 10)A STATEMENT THAT THE GRANT REQUEST IS EXECUTED BY A PERSON AUTHORIXED TO SUBMIT ON HEALF OF THE REQUESTING ORGANIZATION, 11)TABLE OF ORGANIZATION, 12)IF A UNIT OF GOVERNMENT, EVIDENCE OF THE RELATIONSHIP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGSUT 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | REJECTED PROGRAM ACTIVILES, INTERNATIONAL AFFAIRS, MEMBER BENEFIT, REJECTED TYPES OF SUPPORT AWARDS/PRIZE/COMPETITOINS, COLLECTIONS MGMT, COMMISSIONING NEW WORKS, CONFERENCES/SEMINARS, CURRICULUM DEVELOPMENT, DEBT REDUCTION, EMPLOYEE MATCHING GIFTS, EMLOYEE-BASED SCHOLARSHIPS, ENDOWMENT FUNDS, FACULTY/STAFF DEVELOPMENT, FELLOWSHIPS, FIL/VIDEO/RADIO PRODUCTION, FOUNDATION ADMINSTERED PRGRAMS, GENERAL/OPERATING SUPPORT, GRANTS/SCHOLARSHIPS TO INDIVDUALS, INCOME DEVELOMENT, INTERNSHIP FUNDS, MANAGEMENT DEVELOPMENT, PERFORMANCE/PRODUCTION COSTS, PROFESSORSHIPS, PROGRAM-RELATED INVESTMENT/LOANS, STUDENT AID MAXIUM GRANT AMOUNT REQUESTED SHOULD NOT EXCEED 25% OF THE TOTAL CONTRIBUTIONS FOR THE MOST RECENTLY ENDED FISCAL YEAR, OR 20% OF THE PROJECT BUDGET APPROVED AREAS OF GIVING INCLUDE HAMPEN & HAMPSHIRE COUNTIES, MA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALL OUR KIDS INC | |||||||
| PO BOX 155 | SOUTH HADLEY | MA | 01075 | PC | ALL OUR KIDS--PROFESSIONALIZATION | $15,000 | |
| AMHERST COMMUNITY TELEVISION INC | |||||||
| 246 COLLEGE ST | AMHERST | MA | 01002 | PC | NEW CONSTRUCTION AMHERST MEDIA FACILITY | $40,000 | |
| ARGENZIANO SCHOOL PTA | |||||||
| 290 WASHINGTON STREET | SOMERVILLE | MA | 02143 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| BLUE BELL FOUNDATION FOR CATS | |||||||
| 20982 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | POF | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| BLUES TO GREEN INC | |||||||
| 18 TUCKER ROAD | HUNTINGTON | MA | 010509728 | PC | SPRINGFIELD JAZZ & ROOTS FESTIVAL | $8,000 | |
| BOSTON PARTNERS IN EDUCATION INC | |||||||
| 44 FARNSWORTH ST | BOSTON | MA | 02111 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | |
| BOYS & GIRLS CLUB FAMILY CENTER INC | |||||||
| 100 ACORN ST | SPRINGFIELD | MA | 011092430 | PC | SAFETY REDEVELOPMENT OF THE LOBBY | $45,000 | |
| BOYS & GIRLS CLUB OF CHICOPEE | |||||||
| 580 MEADOW ST | CHICOPEE | MA | 010131820 | PC | GYMNASIUM SAFETY AND ENHANCEMENT PROJECT | $12,000 | |
| BOYS & GIRLS CLUB OF GREATER HOLYOKE INC | |||||||
| 70 NICK COSMOS WAY | HOLYOKE | MA | 01040 | PC | HEALTH & SAFETY CAPITAL PROJECT - BATHROOM RENOVATIONS | $40,000 | |
| BOYS & GIRLS CLUB OF GREATER WESTFIELD INC | |||||||
| 28 W SILVER ST | WESTFIELD | MA | 010860128 | PC | BUILDING FUTURES | $40,000 | |
| C-10 RESEARCH & EDUCATION FOUNDATION | |||||||
| 11 CHESTNUT ST | AMESBURY | MA | 01913 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 | |
| CANDID | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CARLSBAD HIGH SCHOOL VOLLEYBALL CLUB | |||||||
| 3557 LANCER WAY | CARLSBAD | CA | 92011 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CENTER FOR ECOLOGICAL TECHNOLOGY INC | |||||||
| 112 ELM ST | PITTSFIELD | MA | 012016533 | PC | CET STRATEGIC INFORMATION SYSTEMS OVERHAUL | $30,000 | |
| CENTER FOR NEW AMERICANS INC | |||||||
| 42 GOTHIC ST | NORTHAMPTON | MA | 01060 | PC | UNDOING RACISM | $12,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| CHESAPEAKE REGION ACCESSIBLE BOATING INC | |||||||
| PO BOX 6564 | ANNAPOLIS | MD | 21403 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| CHILDRENS INSTITUTE INC | |||||||
| 1522 E 102ND ST | LOS ANGELES | CA | 90026 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 | |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTAIN ST | WALLINGFORD | CT | 06492 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CITYSPACE INC | |||||||
| 43 MAIN ST | EASTHAMPTON | MA | 010272255 | PC | CONSTRUCTION AND CAMPAIGN SUPPORT FOR THE OLD TOWN HALL TRANSFORMATION PROJECT | $35,000 | |
| CLARKE SCHOOLS FOR HEARING AND SPEECH | |||||||
| 47 ROUND HILL RD | NORTHHAMPTON | MA | 01060 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| COLLECTIVE POWER FOR REPRODUCTIVE JUSTICE | |||||||
| 893 WEST STREET | AMHERST | MA | 01002 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,500 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | HAMPDEN/HAMPSHIRE SCHOLARSHIP PROGRAM 2021 | $30,000 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | DEI CAPACITY BUILDING | $13,000 | |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC | |||||||
| 1 SUGARLOAF ST 2ND FLR | SOUTH DEERFIELD | MA | 01373 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES INC | |||||||
| 78 POMEROY TERRACE | NORTHAMPTON | MA | 010603378 | PC | CUTCHINS THREE RIVERS CIRT | $34,000 | |
| DANA HALL SCHOOLS | |||||||
| 45 DANA RD | WELLESLEY | MA | 024829010 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED | |||||||
| 948 CONWAY RD | ASHFIELD | MA | 013309772 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| DOUGLAS COUNTY EDUCATIONAL FOUNDATION | |||||||
| 620 WILCOX ST | CASTLE ROCK | CO | 80104 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| DRAMA STUDIO | |||||||
| 41 OAKLAND ST | SPRINGFIELD | MA | 01108 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| DRAMA STUDIO INC | |||||||
| PO BOX 80892 | SPRINGFIELD | MA | 011380892 | PC | STABILIZATION FUND | $20,000 | |
| DRESS FOR SUCCESS OF WESTERN MASSACHUSETTS INC | |||||||
| 1655 BOSTON RD | SPRINGFIELD | MA | 01115 | PC | DIGITAL LITERACY | $10,000 | |
| EACH MOMENT WE'RE ALIVE INC | |||||||
| 122 ELY AVE | WEST SPRINGFIELD | MA | 01089 | PC | L.A.N.D. LIVING A NEW DAY/ A NEW NORM | $4,000 | |
| ELLIE FUND | |||||||
| 200 RESERVOIR ST | NEEDHAM | MA | 02494 | PC | INCREASING ACCESS TO BASIC NEEDS FOR BREAST CANCER PATIENTS IN WESTERN MA | $15,000 | |
| EMPTY ARMS BEREAVEMENT SUPPORT INC | |||||||
| 140 PINE ST | FLORENCE | MA | 01062 | PC | TRAUMA-INFORMED CARE FOR PARENTS AND PROFESSIONALS | $5,000 | |
| ENCHANTED CIRCLE INC | |||||||
| 4 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| ENTREPRENEURSHIP FOR ALL INC | |||||||
| 193 HIGH ST | HOLYOKE | MA | 01040 | PC | EFORALL / EPARATODOS HOLYOKE BUSINESS ACCELERATOR | $20,000 | |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC | |||||||
| 400 SEABROOK RD | TEQUESTA | FL | 33469 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FIDELCO GUIDE DOG FOUNDATION INC | |||||||
| 27 CANNON RD | WILTON | CT | 06897 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FLORENCE CRITTENTON SERVICES OF COLORADO | |||||||
| 96 S ZUNI ST | DENVER | CO | 80223 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FOSTER PARROTS | |||||||
| 35 VERNON ST | ROCKLAND | MA | 02370 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FRACTURED ATLASS | |||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 10003 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FRIENDS OF BAYSTATE ACADEMY CHARTER PUBLIC SCHOOL INC | |||||||
| 2001 ROOSEVELT AVE | SPRINGFIELD | MA | 01104 | PC | PROJECT LEAD THE WAY AT BAYSTATE ACADEMY CHARTER PUBLIC SCHOOL | $15,000 | |
| FUTURE ARTS FOUNDATION | |||||||
| 699 SUNDOWN DRIVE | LAFAYETTE | CO | 80026 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| GIRLS INCORPORATED OF THE VALLEY | |||||||
| 6 OPEN SQUARE WAY | HOLYOKE | MA | 010405882 | PC | HER FUTURE, OUR FUTURE: THE CAMPAIGN FOR GIRLS INC. OF THE VALLEY | $40,000 | |
| GORDON SCHOOL | |||||||
| 45 MAXFIELD AVE | EAST PROVIDENCE | RI | 02914 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| GREATER WESTFIELD EMERGENCY FOOD PANTRY INC | |||||||
| 101 MEADOW ST | WESTFIELD | MA | 01085 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| GROUNDWORK SOMERVILLE | |||||||
| 337 SOMERVILLE AVE 2B | SOMERVILLE | MA | 02143 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,000 | |
| GROW FOOD NORTHAMPTON | |||||||
| 221 PINE ST 349 | FLORENCE | MA | 01062 | PC | FOOD ACCESS FOR ALL | $27,500 | |
| GUS GIORDANO JAZZ LEGACY FOUNDATION | |||||||
| 5230 NORTH CLARK STREET | CHICAGO | IL | 60640 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| HAMPDEN COUNTY BAR FOUNDATION INC | |||||||
| 50 STATE ST | SPRINGFIELD | MA | 01102 | PC | HAMPDEN COUNTY LEGAL CLINIC ("HCLC") | $30,000 | |
| HAMPSHIRE COMMUNITY UNITED WAY | |||||||
| 71 KING ST | NORTHAMPTON | MA | 010603223 | PC | TECH EQUIPMENT UPGRADE | $7,500 | |
| HAMPSHIRE REGIONAL YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 286 PROSPECT ST | NORTHAMPTON | MA | 010602035 | PC | STRENGTHENING OUR STRUCTURE FOR A BRIGHTER FUTURE EMERGENCY REPAIR PROJECT | $35,000 | |
| HEALTH LAW ADVOCATES INC | |||||||
| 1 FEDERAL ST | BOSTON | MA | 02110 | PC | MENTAL HEALTH ADVOCACY PROGRAM FOR KIDS - HAMPSHIRE COUNTY | $33,000 | |
| HILLTOWN VILLAGE INC | |||||||
| 2 E MAIN ST | CUMMINGTON | MA | 01026 | PC | THE VILLAGE CLOSET EMERGENCY RESPONSE | $12,000 | |
| HOLYOKE COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 303 HOMESTEAD AVE | HOLYOKE | MA | 01040 | PC | RACIAL JUSTICE SUMMER YOUTH PROGRAM | $12,500 | |
| HOME CITY DEVELOPMENT | |||||||
| 261 OAK GROVE AVE | SPRINGFIELD | MA | 011093330 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| HOPE & COMFORT | |||||||
| 1752 SOMERS POINTS MAYS LANDING RD | SOMERS POINT | NJ | 08244 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 | |
| HUMAN SERVICE FORUM | |||||||
| 100 WHITING FARMS RD 3 | HADLEY | MA | 01035 | PC | INNOVATION ACCELERATOR | $18,000 | |
| HUMAN SERVICE FORUM | |||||||
| 100 WHITING FARMS RD 3 | HOLYOKE | MA | 01041 | PC | RESPONSIVE CAPACITY BUILDING AND TECHNICAL ASSISTANCE | $40,000 | |
| HUMAN SERVICE FORUM | |||||||
| 100 WHITING FARMS RD 3 | HOLYOKE | MA | 01040 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| JONATHANS LANDING CARES INC | |||||||
| 16823 CAPTAIN KIRLE DR | JUPITER | FL | 33477 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| JUPITER MEDICAL CENTER FOUNDATION INC | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 334587205 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| JUST ROOTS INC | |||||||
| 34 GLENBROOK DR | GREENFIELD | MA | 01301 | PC | BUILDING A COMMUNITY FARM HUB AT JUST ROOTS: REVITALIZING GREENFIELDS COMMUNITY FARM TO SUPPORT JUST ACCESS TO LOCAL FOOD | $50,000 | |
| KESTREL LAND TRUST | |||||||
| 37 BAY RD | AMHERST | MA | 01004 | PC | ANNIVERSARY HILL - SCOTT TOWER PARK EXPANSION PROJECT: 2021 PHASE 1 ACQUISITION & DESIGN, HOLYOKE MA | $27,500 | |
| LEADERSHIP PIONEER VALLEY | |||||||
| 1391 MAIN ST 9TH FLOOR | SPRINGFIELD | MA | 01105 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| LINK TO LIBRARIES INC | |||||||
| 2 WILBRAHAM RD | HAMDEN | MA | 01036 | PC | MULTICULTURAL UNDERSTANDING THROUGH LITERACY | $12,500 | |
| LOVIN SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE | BOSTON | MA | 02134 | PC | LOVIN' SPOONFULS FOOD RESCUE PROGRAM | $19,500 | |
| LOWELLS MARITIME FOUNDATION | |||||||
| 459 MAIN STREET | AMESBURY | MA | 01913 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | |
| MAKE-IT SPRINGFIELD | |||||||
| 168 WORTHINGTON ST | SPRINGFIELD | MA | 01103 | PC | PHASE 1 RENOVATION OF FIRST AND SECOND FLOORS NEW SPACE AT 286 BRIDGE ST | $50,000 | |
| MANNA SOUP KITCHEN INC | |||||||
| 48 ELM ST | NORTHAMPTON | MA | 01060 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| MASS HUMANITIES | |||||||
| 66 BRIDGE ST | NORTHAMPTON | MA | 01060 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| MASSACHUSETTS INTERNATIONAL FESTIVAL OF THE ARTS INC | |||||||
| 56 SUFFOLK ST SUITE 300 | HOLYOKE | MA | 010405026 | PC | VICTORY THEATRE PROJECT | $30,000 | |
| MASSACHUSETTS PUBLIC INTEREST RESEARCH GROUP EDUCATION FUND INC | |||||||
| 294 WASHINGTON ST 500 | BOSTON | MA | 02108 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD | |||||||
| 995 WORTHINGTON ST | SPRINGFIELD | MA | 01109 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| MORGAN MEMORIAL GOODWILL INDUSTRIES INC | |||||||
| 570 COTTAGE ST | SPRINGFIELD | MA | 01104 | PC | GOODWILL SPRINGFIELD JOB TRAINING CENTER | $37,500 | |
| MOTHER AFRICA | |||||||
| 1209 CENTRAL AVE SOUTH 1120 | KENT | WA | 98032 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE | |||||||
| 820 PROSPECT HILL RD | WINDSOR | CT | 06095 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 | |
| NATURE CONSERVANCY INC | |||||||
| 99 BEDFORD ST | BOSTON | MA | 02111 | PC | LAND ACQUISITION IN THE WESTFIELD RIVER WATERSHED | $32,500 | |
| NEW ENGLAND PUBLIC RADIO FOUNDATION INC | |||||||
| 44 HAMPDEN ST | SPRINGFIELD | MA | 01103 | PC | AND ANOTHER THING MULTIMEDIA PRODUCTION ASSISTANT | $40,000 | |
| NORTHAMPTON CENTER FOR THE ARTS INC | |||||||
| 33 HAWLEY ST | NORTHAMPTON | MA | 01060 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 | |
| NORTHAMPTON COMMUNITY MUSIC CENTER INC | |||||||
| 139 SOUTH ST | NORTHAMPTON | MA | 010604017 | PC | 35TH ANNIVERSARY ANNUAL CAMPAIGN | $25,000 | |
| NORTHAMPTON PARENTS CENTER INC | |||||||
| 297 MAIN ST | NORTHAMPTON | MA | 010603106 | PC | NPC STABILIZATION AND RECOVERY EFFORTS | $5,000 | |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| 1 LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | PC | BEVERIDGE HALL | $50,000 | |
| OPEN PANTRY COMMUNITY SERVICE INC | |||||||
| 2460 MAIN ST | SPRINGFIELD | MA | 011015127 | PC | EMERGENCY FOOD PANTRY - NEW BOX TRUCK | $10,000 | |
| PARENT VILLAGES | |||||||
| 363 BELMONT AVE | SPRINGFIELD | MA | 01138 | PC | ORGANIZATIONAL CAPACITY BUILDING | $19,000 | |
| PARENT VILLAGES | |||||||
| 363 BELMONT AVE | SPRINGFIELD | MA | 01138 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS | |||||||
| 800 AIRPORT BI SUITE 320 | BURLINGAME | CA | 94010 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| PARTNERS FOR COMMUNITY INC | |||||||
| 11 HAMPDEN ST | SPRINGFIELD | MA | 01103 | PC | INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE UPGRADES | $49,700 | |
| PIONEER VALLEY REGIONAL VENTURES CENTER INC | |||||||
| 60 CONGRESS ST | SPRINGFIELD | MA | 01105 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| PIONEER VALLEY RIVERFRONT CLUB | |||||||
| 121 WEST ST | SPRINGFIELD | MA | 01104 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| PLAY ON SHAKESPEARE | |||||||
| PO BOX 955 | ASHLAND | OR | 97520 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| PROVISION MINISTRY INC | |||||||
| 7 THOMAS NEWTON DR | WESTBOROUGH | MA | 01581 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS | |||||||
| 127 STATE ST 4TH FLOOR | SPRINGFIELD | MA | 01104 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| RIDE FOR RACIAL JUSTICE | |||||||
| 18601 GREEN VALLEY RANCH BLVD SUITE | DENVER | CO | 80249 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | 372 |
| RISE ABOVE FOUNDATION | |||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | PC | WESTERN MA OUTREACH & PROGRAMMING COORDINATOR | $18,500 | |
| RIVERSIDE INDUSTRIES INC | |||||||
| 1 COTTAGE ST | EASTHAMPTON | MA | 010271672 | PC | RIVERSIDE REBRANDING, WEBSITE DEVELOPMENT AND MEDIA STRATEGY | $7,500 | |
| ROBERT F KENNEDY CHILDRENS ACTION CORPS | |||||||
| 120 OLD COMMON RD | LANCASTER | MA | 01523 | PC | SUPPORTING SUCCESSFUL TRANSITIONS TO ADULTHOOD THROUGH AN EQUITY LENS | $23,000 | |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 22830 2 RIVERS RD | BASALT | CO | 81621 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| RONALD MCDONALD HOUSE OF SPRINGFIELD MASS INC | |||||||
| 34 CHAPIN TERRACE | SPRINGFIELD | MA | 011071704 | PC | RENOVATION OF RONALD MCDONALD HOUSE OF SPRINGFIELD - FINAL PHASE: LOWER LEVEL | $12,000 | |
| SAINT ANDREW'S EPISCOPAL CHURCH | |||||||
| 335 LONGMEADOW ST | LONGMEADOW | MA | 01106 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,600 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | |||||||
| PO BOX 301155 | JAMAICA PLAN | MA | 021302038 | PC | MENTAL HEALTH AND ECONOMIC PANDEMIC SUPPORT FOR WOMEN | $16,000 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | |||||||
| PO BOX 301155 | JAMAICA PLAN | MA | 021302038 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| SEVENARS CONCERTS INC | |||||||
| 80 EAST END AVE 3G | NEW YORK | NY | 10028 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP | |||||||
| 649 STATE ST | SPRINGFIELD | MA | 01109 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| SPRINGFIELD RESCUE MISSION INC | |||||||
| 10 MILL ST | SPRINGFIELD | MA | 01108 | PC | PICK UP/DELIVERY REFRIGERATED TRUCK PURCHASE | $17,000 | |
| SPRINGFIELD SYMPHONY ORCHESTRA | |||||||
| 1441 MAIN ST | SPRINGFIELD | MA | 01103 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| ST MATTHEWS CATHOLIC SCHOOL | |||||||
| 1 NOTRE DAME | SAN MATEO | CA | 94402 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| STANLEY PARK OF WESTFIELD INC | |||||||
| 400 WESTERN AVE | WESTFIELD | MA | 010852521 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| STANLEY PARK OF WESTFIELD INC | |||||||
| 400 WESTERN AVE | WESTFIELD | MA | 01086 | POF | "CARILLON TOWER RESTORATION PROJECT" | $300,000 | |
| STANLEY PARK OF WESTFIELD INC | |||||||
| 400 WESTERN AVE | WESTFIELD | MA | 01806 | PC | GENERAL OPERATING SUPPORT | $758,916 | |
| SUICIDE PREVENTION PARTNERSHIP PEAK REGION | |||||||
| 704 TEJON ST | COLORADO SPRINGS | CO | 80903 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| TEACH WESTERN MASS | |||||||
| 754 MAIN ST | SPRINGFIELD | MA | 01109 | PC | STRATEGIC AND BUSINESS PLANNING | $50,000 | |
| TECH FOUNDRY INC | |||||||
| 1391 MAIN ST FLOOR 9 | SPRINGFIELD | MA | 01103 | PC | TECH FOUNDRY - EVOLUTION | $32,000 | |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 97 N HATFILED RD | HATFIELD | MA | 010380160 | PC | STRENGTHENING THE EMERGENCY FOOD DISTRIBUTION SYSTEM | $37,500 | |
| THE PETEY GREENE PROGRAM | |||||||
| 22 STOCKTON ST | PRINCETON | NJ | 08540 | PC | PILOTING BLENDED LEARNING PROGRAMS FOR JUSTICE-INVOLVED STUDENTS | $34,414 | |
| THE PETEY GREENE PROGRAM | |||||||
| 22 STOCKTON ST | PRINCETON | NJ | 08540 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 021112679 | PC | EMBEDDING CRITICAL INFRASTRUCTURE | $5,000 | |
| TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 010272175 | PC | SUSTAINABILITY - MEETING OUR MISSION IN THE FUTURE | $40,000 | |
| TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 01027 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE ST | SOMERVILLE | MA | 02144 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,900 | |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 955 HOPMEADOW ST | SIMSBURY | CT | 06070 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | |
| U S S MASS MEMORIAL COMMITTEE INC | |||||||
| 5 BATTLESHIP COVE | FALL RIVER | MA | 02722 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| UNIVERSITY SCHOOL | |||||||
| 2785 SOM CENTER RD | HUNTING VALLEY | OH | 44022 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | |
| VALLEY EYE RADIO | |||||||
| 1 FEDERAL ST BLDG 101 | SPRINGFIELD | MA | 01105 | PC | NEW BROADCAST TECHNOLOGY FOR VALLEY EYE RADIO (VER) | $9,200 | |
| VALLEY EYE RADIO | |||||||
| 1 FEDERAL ST BLDG 101 | SPRINGFIELD | MA | 01105 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| WADE INSTITUTE FOR SCIENCE EDUCATION | |||||||
| 1354 HANCOCK ST 302 | QUINCY | MA | 02169 | PC | RIVERS TO RANGE: EXPLORING THE PIONEER VALLEY (INTEGRATING SCIENCE AND MATH) | $8,000 | |
| WASHINGTON WOMEN'S FOUNDATION | |||||||
| 2100 24TH AVERNUE S 330 | SEATTLE | WA | 98144 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| WELCOME PROJECT | |||||||
| 3606 S MALTA CT | AURORA | CO | 80013 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 | |
| WESTERN NEW ENGLAND UNIVERSITY | |||||||
| 1215 WILBRAHAM RD | SPRINGFIELD | MA | 01119 | PC | FRANK STANLEY BEVERIDGE ENDOWED SCHOLARSHIP | $50,000 | |
| WESTFIELD ON WEEKENDS INC | |||||||
| 59 COURT ST | WESTFIELD | MA | 01085 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| WILLIE ROSS SCHOOL FOR THE DEAF INC | |||||||
| 32 NORWAY AVE | LONGMEADOW | MA | 01106 | PC | CEASD ACCREDITATION PROJECT | $25,000 | |
| WOLVERINE FARM PUBLISHING | |||||||
| 316 WILLOW ST | FORT COLLINS | CO | 80524 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| WOMENS FUND OF WESTERN MASSACHUSETTS | |||||||
| 1350 MAIN ST SUITE 1006 | SPRINGFIELD | MA | 01103 | PC | 2021 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 | |
| YMCA OF GREATER WESTFIELD INC | |||||||
| 67 COURT ST | WESTFIELD | MA | 01085 | PC | POOL REPAIRS AND LOCKER ROOM RENOVATIONS | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,995,730 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,039,723 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,629 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,034,479 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,082,831 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,082,831 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $73,688 | Amt |
| Net Investment Income | $37,301 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,387 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $8,307,342 | EOYBookValueAmt |
| EOYFMV | $8,307,342 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $40,065,367 | EOYBookValueAmt |
| EOYFMV | $40,065,367 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,167,571 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,167,571 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $15,761,314 | BookValueAmt |
| EOYFMV | $15,761,314 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $10,009 | LegalFeesAmt |
| Net Investment Income | $1,988 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,021 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $72,331 | $76,286 | $76,286 |
| PROGRAM-RELATED INVESTMENTS | $64,594 | $140,644 | $140,644 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX ASSET | Desc |
| Amt | $4,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $22,714 | $4,724 | $0 | $17,990 |
| OTHER | $34,392 | $8,235 | $0 | $26,157 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $8,629 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,629 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $190,189 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $210,000 | BOYBookValueAmt |
| EOY Book Value | $214,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $463,689 | Amt |
| Net Investment Income | $415,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,959 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $61,173 | $0 | $0 | $0 |
| FOREIGN TAXES | $32,372 | $32,372 | $0 | $0 |
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