SALEM FIVE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SALEM FIVE CHARITABLE FOUNDATION INC (EIN 04-3342405)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-27
- IRS object ID
- 202232089349101108
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-27T12:52:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 043342405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALEM FIVE CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALE | BusinessNameControlTxt |
| Phone | 9787455555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 ESSEX STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN W SHAUGHNESSY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9787455555 | PhoneNum |
| Signature | 2022-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | SHAUGHNESSY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000009958 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2022-07-27 | 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 | $17,410,536 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,900 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $205,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $978,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,295,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,078,848 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,186,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,268,800 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,164 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $518 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,082 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $475,045 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $475,045 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $557,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $477,463 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $629,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,207,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,265 | CashBOYAmt |
| Cash EOY | $69,202 | CashEOYAmt |
| Cash EOYFMV | $69,202 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $883,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $652,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $652,172 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,187,489 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,058,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,674,944 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $10,702 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,218 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,218 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,165,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,794,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,410,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,165,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,794,357 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,165,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,794,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,165,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,794,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,165,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $629,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,794,357 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,794,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| THERMO FISHER | D | 2019-10-28 | 2021-05-21 | $204,537 | $53,212 | $151,325 | $151,325 |
| ABBOTT LABS | P | 2017-04-26 | 2021-05-21 | $28,962 | $10,888 | $18,074 | $18,074 |
| ABBOTT LABS | P | 2017-04-26 | 2021-05-21 | $82,253 | $30,916 | $51,337 | $51,337 |
| ALPHABET INC | P | 2015-10-05 | 2021-05-21 | $45,204 | $5,177 | $40,027 | $40,027 |
| ALPHABET INC | P | 2015-10-30 | 2021-05-21 | $13,561 | $2,306 | $11,255 | $11,255 |
| BANK OF AMERICA | P | 2016-10-26 | 2021-05-21 | $41,585 | $16,503 | $25,082 | $25,082 |
| BANK OF AMERICA | P | 2015-12-17 | 2021-05-21 | $46,159 | $18,606 | $27,553 | $27,553 |
| BANK OF AMERICA | P | 2015-08-04 | 2021-05-21 | $1,580 | $690 | $890 | $890 |
| BOSTON SCIENTIFIC | P | 2017-06-09 | 2021-05-21 | $30,814 | $20,635 | $10,179 | $10,179 |
| DEERE | P | 2013-09-01 | 2021-05-01 | $44,286 | $10,518 | $33,768 | $33,768 |
| DEERE | P | 2016-01-29 | 2021-05-19 | $21,257 | $4,402 | $16,855 | $16,855 |
| DEERE | P | 2016-10-26 | 2021-05-19 | $74,400 | $18,007 | $56,393 | $56,393 |
| DEERE | P | 2015-12-17 | 2021-05-19 | $37,200 | $8,235 | $28,965 | $28,965 |
| DENTSPLY SIRONA | P | 2018-02-22 | 2021-05-19 | $20,208 | $17,433 | $2,775 | $2,775 |
| DENTSPLY SIRONA | P | 2018-02-22 | 2021-05-19 | $88,915 | $76,688 | $12,227 | $12,227 |
| DIAGEO | P | 2008-11-17 | 2021-05-19 | $18,945 | $5,480 | $13,465 | $13,465 |
| DIAGEO | P | 2015-12-17 | 2021-05-21 | $30,311 | $17,515 | $12,796 | $12,796 |
| DIAGEO | P | 2008-10-08 | 2021-05-21 | $9,472 | $3,326 | $6,146 | $6,146 |
| DIAGEO | P | 2013-09-01 | 2021-05-21 | $12,314 | $7,635 | $4,679 | $4,679 |
| EOG RESOURCES INC | P | 2014-12-30 | 2021-05-21 | $10,792 | $11,863 | -$1,071 | -$1,071 |
| EOG RESOURCES INC | P | 2016-10-26 | 2021-05-21 | $11,991 | $14,231 | -$2,240 | -$2,240 |
| EOG RESOURCES INC | P | 2014-12-11 | 2021-05-21 | $10,792 | $11,863 | -$1,071 | -$1,071 |
| EOG RESOURCES INC | P | 2015-12-17 | 2021-05-21 | $4,796 | $3,942 | $854 | $854 |
| EOG RESOURCES INC | P | 2015-12-17 | 2021-05-21 | $9,992 | $9,554 | $438 | $438 |
| EOG RESOURCES INC | P | 2017-12-26 | 2021-05-21 | $13,989 | $18,161 | -$4,172 | -$4,172 |
| EXXON MOBIL | P | 2016-01-29 | 2021-05-21 | $4,620 | $6,033 | -$1,413 | -$1,413 |
| EXXON MOBIL | P | 2013-12-30 | 2021-05-21 | $5,848 | $9,933 | -$4,085 | -$4,085 |
| EXXON MOBIL | P | 2012-12-24 | 2021-05-21 | $351 | $536 | -$185 | -$185 |
| EXXON MOBIL | P | 2015-12-17 | 2021-05-21 | $14,036 | $18,179 | -$4,143 | -$4,143 |
| EXXON MOBIL | P | 2012-03-21 | 2021-05-21 | $1,462 | $2,172 | -$710 | -$710 |
| EXXON MOBIL | P | 2013-12-30 | 2021-05-19 | $5,848 | $9,933 | -$4,085 | -$4,085 |
| EXXON MOBIL | P | 2013-09-01 | 2021-05-19 | $8,773 | $13,389 | -$4,616 | -$4,616 |
| EXXON MOBIL | P | 2013-09-01 | 2021-05-19 | $2,924 | $4,425 | -$1,501 | -$1,501 |
| EXXON MOBIL | P | 2013-12-03 | 2021-05-19 | $7,311 | $11,713 | -$4,402 | -$4,402 |
| EXXON MOBIL | P | 2006-07-06 | 2021-05-19 | $5,848 | $6,217 | -$369 | -$369 |
| EXXON MOBIL | P | 2017-07-31 | 2021-05-19 | $11,697 | $16,114 | -$4,417 | -$4,417 |
| EXXON MOBIL | P | 2017-12-26 | 2021-05-19 | $26,318 | $37,362 | -$11,044 | -$11,044 |
| GOLDMAN SACHS | P | 2013-10-02 | 2021-05-21 | $12,450 | $5,597 | $6,853 | $6,853 |
| GOLDMAN SACHS | P | 2013-09-01 | 2021-05-21 | $44,466 | $18,693 | $25,773 | $25,773 |
| GOLDMAN SACHS | P | 2016-10-26 | 2021-05-21 | $3,557 | $1,739 | $1,818 | $1,818 |
| HOME DEPOT | P | 2014-02-27 | 2021-05-21 | $21,868 | $7,923 | $13,945 | $13,945 |
| HOME DEPOT | P | 2016-10-26 | 2021-05-21 | $31,240 | $12,585 | $18,655 | $18,655 |
| HOME DEPOT | P | 2015-12-17 | 2021-05-21 | $31,240 | $13,124 | $18,116 | $18,116 |
| JPMORGAN CHASE | P | 2011-06-09 | 2021-05-21 | $23,967 | $6,105 | $17,862 | $17,862 |
| JPMORGAN CHASE | P | 2011-04-01 | 2021-05-21 | $10,386 | $2,985 | $7,401 | $7,401 |
| JPMORGAN CHASE | P | 2013-10-02 | 2021-05-21 | $7,989 | $2,621 | $5,368 | $5,368 |
| JPMORGAN CHASE | P | 2013-09-01 | 2021-05-21 | $5,592 | $1,697 | $3,895 | $3,895 |
| OTIS WORLDWIDE CORP | P | 2020-04-03 | 2021-05-21 | $38,703 | $25,638 | $13,065 | $13,065 |
| PEPSICO | P | 2013-09-01 | 2021-05-21 | $18,087 | $9,125 | $8,962 | $8,962 |
| PEPSICO | P | 2016-10-26 | 2021-05-21 | $18,087 | $13,200 | $4,887 | $4,887 |
| PEPSICO | P | 2015-12-17 | 2021-05-21 | $25,611 | $17,233 | $8,378 | $8,378 |
| PEPSICO | P | 2016-01-29 | 2021-05-21 | $7,235 | $4,839 | $2,396 | $2,396 |
| PEPSICO | P | 2012-12-24 | 2021-05-21 | $1,158 | $562 | $596 | $596 |
| PEPSICO | P | 2012-02-27 | 2021-05-21 | $10,852 | $6,162 | $4,690 | $4,690 |
| PEPSICO | P | 2017-07-31 | 2021-05-21 | $10,129 | $8,141 | $1,988 | $1,988 |
| PEPSICO | P | 2017-12-26 | 2021-05-21 | $7,235 | $26,769 | -$19,534 | -$19,534 |
| SVB FINANCIAL GROUP | P | 2015-08-06 | 2021-05-21 | $33,191 | $8,517 | $24,674 | $24,674 |
| SVB FINANCIAL GROUP | P | 2015-08-29 | 2021-05-21 | $41,490 | $10,645 | $30,845 | $30,845 |
| SVB FINANCIAL GROUP | P | 2016-01-29 | 2021-05-21 | $13,830 | $2,471 | $11,359 | $11,359 |
| EXXON MOBIL | P | 2016-10-26 | 2021-05-22 | $11,697 | $17,173 | -$5,476 | -$5,476 |
| ALPHABET INC | P | 2015-10-30 | 2021-06-03 | $55,081 | $7,304 | $47,777 | $47,777 |
| ALPHABET INC | P | 2015-10-05 | 2021-09-02 | $31,889 | $3,963 | $27,926 | $27,926 |
| EMERSON ELECTRIC | P | 2015-06-29 | 2021-09-02 | $26,340 | $14,233 | $12,107 | $12,107 |
| EMERSON ELECTRIC | P | 2013-09-01 | 2021-09-02 | $7,902 | $4,542 | $3,360 | $3,360 |
| EMERSON ELECTRIC | P | 2008-08-18 | 2021-09-02 | $21,072 | $9,847 | $11,225 | $11,225 |
| EMERSON ELECTRIC | P | 2016-01-29 | 2021-09-02 | $6,848 | $2,820 | $4,028 | $4,028 |
| EMERSON ELECTRIC | P | 2016-10-26 | 2021-09-02 | $28,974 | $13,715 | $15,259 | $15,259 |
| EMERSON ELECTRIC | P | 2015-12-17 | 2021-09-02 | $27,394 | $11,673 | $15,721 | $15,721 |
| EMERSON ELECTRIC | P | 2017-12-26 | 2021-09-02 | $31,608 | $20,774 | $10,834 | $10,834 |
| EMERSON ELECTRIC | P | 2019-11-04 | 2021-09-02 | $26,340 | $17,436 | $8,904 | $8,904 |
| EMERSON ELECTRIC | P | 2020-12-08 | 2021-09-02 | $105,360 | $80,950 | $24,410 | $24,410 |
| NORTHERN TRUST | P | 2018-09-26 | 2021-09-02 | $22,425 | $19,849 | $2,576 | $2,576 |
| NORTHERN TRUST | P | 2018-09-28 | 2021-09-02 | $16,523 | $14,627 | $1,896 | $1,896 |
| NORTHERN TRUST | P | 2018-09-28 | 2021-09-02 | $76,717 | $67,894 | $8,823 | $8,823 |
| NORTHERN TRUST | P | 2019-11-04 | 2021-09-02 | $14,163 | $11,905 | $2,258 | $2,258 |
| NORTHERN TRUST | P | 2020-12-08 | 2021-09-02 | $11,803 | $9,431 | $2,372 | $2,372 |
| ORGANON & COMPANY | P | 2021-06-03 | 2021-09-02 | $16,621 | $16,539 | $82 | $82 |
| SALESFORCE.COM | P | 2013-04-17 | 2021-09-02 | $10,626 | $1,686 | $8,940 | $8,940 |
| SALESFORCE.COM | P | 2016-01-29 | 2021-09-02 | $19,924 | $5,243 | $14,681 | $14,681 |
| SALESFORCE.COM | P | 2013-09-01 | 2021-09-02 | $53,132 | $8,434 | $44,698 | $44,698 |
| SALESFORCE.COM | P | 2013-09-01 | 2021-09-02 | $9,298 | $1,299 | $7,999 | $7,999 |
| EBAY INCORPORATED | P | 2018-05-18 | 2021-09-23 | $79,854 | $42,193 | $37,661 | $37,661 |
| NVIDIA CORPORATION | P | 2021-02-09 | 2021-09-23 | $96,165 | $61,096 | $35,069 | $35,069 |
| THERMO FISHER | D | 2019-10-28 | 2021-09-23 | $59,992 | $11,825 | $48,167 | $48,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,078,848 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,399 | 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 | $21,399 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,613 | OverpaymentAmt |
| Applied To ES Tax | $4,613 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM SMITH | IndividualWithBooksNm |
| Phone | 9787205308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 ESSEX STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H MITCHELSON | ||||||||
| 210 ESSEX STREET | SALEM | MA | 01970 | DIRECTOR/CHAIRMAN OF BOARD | 1.00 | $0 | $0 | $0 |
| PING YIN CHAI | ||||||||
| 210 ESSEX STREET | SALEM | MA | 01970 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DONALD A SADOSKI DMD | ||||||||
| 210 ESSEX STREET | SALEM | MA | 01970 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN W SHAUGHNESSY | ||||||||
| 210 ESSEX STREET | SALEM | MA | 01970 | CLERK/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIO WEALTH LIMITED PARTNERSHIP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 FRANKLIN STREET FL 20 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEE | ServiceTypeTxt |
| Compensation | $61,164 | CompensationAmt |
| 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 | $16,109,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,460 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,188,718 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,188,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,945,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $797,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $797,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,786 | TotalTaxAmt |
| Distributable Before Adj | $780,508 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $780,508 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $780,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $477,463 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $477,463 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $780,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $343,070 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $376,536 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,276 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $959,394 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $477,463 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $477,463 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $303,045 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $303,045 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $656,349 | 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 | $40,025 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $616,324 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $376,536 | ExcessFromYear4Amt |
| Excess From Year3 | $156,512 | ExcessFromYear3Amt |
| Excess From Year2 | $83,276 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIAN W SHAUGHNESSY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 ESSEX STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9787455555 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS AVAILABLE AT ABOVE ADDRESS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE APPLICATIONS FOR VARIOUS DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS WILL BE GIVEN TO SOCIAL SERVICE AGENCIES, CULTURAL, EDUCATIONAL, ART, COMMUNITY ECEONOMIC DEVELOPMENT AND OTHER PROGRAMS THAT IMPACT THE NEEDS OF THE SALEM FIVE COMMUNITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (261 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACORD INC | |||||||
| 69 WILLOW ST | SOUTH HAMILTON | MA | 01982 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| ACT LAWRENCE INC | |||||||
| 530 BROADWAY SUITE 302 | LAWRENCE | MA | 01841 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| ADDISON GILBERT HOSPITAL CITIZENS | |||||||
| PO BOX 1495 | GLOUCESTER | MA | 01931 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| ALL CARE HOSPICE | |||||||
| 16 CITY HALL SQUARE | LYNN | MA | 01901 | NOT RELATED | EXEMPT PURPOSES | $10,000 | |
| ALS ONE INC | |||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 309 WAVERLEY OAKS RD | WALTHAM | MA | 02452 | NOT RELATED | EXEMPT PURPOSES | $1,500 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 60 ISLAND ST | LAWRENCE | MA | 01840 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| ANDOVER COMMUNITY TRUST | |||||||
| 2 DUNDEE PART STE B02A | ANDOVER | MA | 01810 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| ANGEL FLIGHT NEW ENGLAND | |||||||
| 492 SUTTON ST | NORTH ANDOVER | MA | 01845 | NOT RELATED | EXEMPT PURPOSES | $1,250 | |
| ANNA JAQUES HOSPITAL INC | |||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| ASIAN REAL ESTATE ASSOCIATION | |||||||
| 716 HANCOCK ST UNIT A | QUINCY | MA | 02170 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| ASPIRE DEVELOPMENTAL SERVICES INC | |||||||
| 176 FRANKLIN ST | LYNN | MA | 01904 | NOT RELATED | EXEMPT PURPOSES | $1,060 | |
| AUSTIN PREPARATORY SCHOOL | |||||||
| 101 WILLOW ST | READING | MA | 01867 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| BE LIKE BRIT FOUNDATION INC | |||||||
| 66 PULLMAN ST | WORCESTER | MA | 01606 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| BEVERLY CHILDRENS LEARNING CTR | |||||||
| 550 CABOT ST | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BEVERLY FEMALE CHARITABLE SOCIETY | |||||||
| 5 WHITMAN PLACE | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BEVERLY HOLIDAY PARADE | |||||||
| 301 EDGEWATER PLACE STE 200 | WAKEFIELD | MA | 01880 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BEVERLY HOMECOMING | |||||||
| PO BOX 714 | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| BEVERLY SCHOOL FOR THE DEAF | |||||||
| 6 ECHO AVE | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| BEYOND SOCCER | |||||||
| 280 MERRIMACK ST STE 323 | LAWRENCE | MA | 01843 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BEYOND WALLS INC | |||||||
| 18 MOUNT VERNON ST | LYNN | MA | 01902 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BILLERICA HOLIDAY FESTIVAL INC | |||||||
| 365 BOSTON ROAD | BILLERICA | MA | 01821 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BILLERICA PARTNERS FOR EDUCATION INC | |||||||
| 365 BOSTON ROAD | BILLERICA | MA | 01862 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| BILLERICA YANKEE DOODLE HOMECOMING | |||||||
| PO BOX 370 | BILLERICA | MA | 01821 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BILLERICA YOUTH LACROSSE ASSOCIATION | |||||||
| 31 HATTIE LANE | BILLERICA | MA | 01821 | NOT RELATED | EXEMPT PURPOSES | $700 | |
| BISHOP FENWICK HIGH SCHOOL | |||||||
| 99 MARGIN ST | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BLESSED STEPHEN BELLESINI OSA ACADEMY | |||||||
| 94 BRADFORD ST | LAWRENCE | MA | 01840 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| BLUES FOR VETERANS ASSOCIATION | |||||||
| PO BOX 6 | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $200 | |
| BOSTON GLOBE FOUNDATION INC | |||||||
| 1 EXCHANGE PLACE STE 201 | BOSTON | MA | 02109 | NOT RELATED | EXEMPT PURPOSES | $300 | |
| BOURQUE FAMILY FOUNDATION | |||||||
| 800 W CUMMINGS PARK STE 3700 | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| BOYS & GIRLS CLUB OF GREATER SALEM | |||||||
| 29 HIGHLAND AVE | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| BOYS & GIRLS CLUB OF LYNN | |||||||
| 25 NORTH COMMON ST | LYNN | MA | 01902 | NOT RELATED | EXEMPT PURPOSES | $6,800 | |
| BOYS AND GIRLS CLUB OF STONEHAM | |||||||
| 15 DALE CT | STONEHAM | MA | 02180 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| BRADFORD EDUCATION PROJECT | |||||||
| 1 KIMBALL CT | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| BREAD AND ROSES INC | |||||||
| 58 NEWBURY ST | LAWRENCE | MA | 018402768 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| BREAD OF LIFE | |||||||
| 214 COMMERCIAL ST STE 209 | MALDEN | MA | 02148 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| BRIDGEWELL | |||||||
| 471 BROADWAY | LYNNFIELD | MA | 01940 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BROCKTON AREA MULTI SERVICES INC | |||||||
| 10 CHRISTYS DR | BROCKTON | MA | 023011812 | NOT RELATED | EXEMPT PURPOSES | $4,400 | |
| BUILDING A BETTER BEVERLY | |||||||
| 191 CABOT ST | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| BURLINGTON EDUCATION FOUNDATION | |||||||
| PO BOX 756 | BURLINGTON | MA | 01803 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| CABOT PERFORMING ARTS CENTER | |||||||
| 286 CABOT ST | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| CAKE4KIDS | |||||||
| PO BOX 2863 | SUNNYVALE | CA | 94087 | NOT RELATED | EXEMPT PURPOSES | $300 | |
| CARE DIMENSIONS | |||||||
| 75 SYLVAN ST STE B-102 | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| CARITAS COMMUNITIES INC | |||||||
| 25 BRAINTREE HILL OFFICE PARK SUITE | BRAINTREE | MA | 021848702 | NOT RELATED | EXEMPT PURPOSES | $500 | 206 |
| CENTER FOR HOPE & HEALING | |||||||
| 21 GEORGE ST 4TH FLOOR | LOWELL | MA | 018522228 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| CENTERBOARD | |||||||
| 16 CITY HALL SQUARE | LYNN | MA | 01901 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| CITIZENS INN INC | |||||||
| 81 MAIN ST | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| COALITION FOR A BETTER ACRE | |||||||
| 517 MOODY ST 3RD FLOOR | LOWELL | MA | 01854 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| COMMODORE BUILDERS | |||||||
| 404 WYMAN ST STE 400 | WALTHAM | MA | 02451 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| COMMUNITY GIVING TREE | |||||||
| 572B MAIN ST | BOXFORD | MA | 01921 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| COREY C GRIFFIN FOUNDATION | |||||||
| 205 NEWBURY ST SUITE 410 | FRAMINGHAM | MA | 01701 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| CRADLES TO CRAYONS | |||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NOT RELATED | EXEMPT PURPOSES | $1,425 | |
| DANVERS BABE RUTH LEAGUE | |||||||
| PO BOX 2182 | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $400 | |
| DANVERS COMMUNITY ACCESS TELEVISION | |||||||
| 87 ELM ST | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| DANVERS HISTORICAL SOCIETY | |||||||
| PO BOX 381 | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| DANVERS YMCA | |||||||
| 34 PICKERING ST | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $2,880 | |
| DANVERS YOUTH FOOTBALL CHEERLEADING | |||||||
| 301 NEWBURY ST STE 132 | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $250 | |
| DANVERS YOUTH HOCKEY | |||||||
| PO BOX 391 | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $300 | |
| DEANA'S EDUCATIONAL THEATER | |||||||
| 4 RAILROAD AVE STE 310 | WAKEFIELD | MA | 01880 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| DIGNITY MATTERS INC | |||||||
| PO BOX 72 | WAYLAND | MA | 01778 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| ELDER SERVICES OF MERRIMACK VALLEY | |||||||
| 280 MERRIMACK ST STE 400 | LAWRENCE | MA | 01843 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| EMMAUS | |||||||
| PO BOX 568 | HAVERHILL | MA | 01831 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| ENGLISH AT LARGE | |||||||
| 800 W CUMMINGS PARK STE 5550 | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER ST | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| ESSEX COUNTY TRAIL ASSOCIATION | |||||||
| PO BOX 358 | HAMILTON | MA | 01936 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| ESSEX NATIONAL HERITAGE COMMISSION | |||||||
| 10 FEDERAL ST SUITE 12 | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| ESSEX NORTH SHORE AGRICULTURAL TECHNICAL FOUNDATION | |||||||
| PO BOX 305 | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $1,500 | |
| EVERYONE'S A PLAYER INC | |||||||
| PO BOX 172 | NORTH ANDOVER | MA | 01845 | NOT RELATED | EXEMPT PURPOSES | $300 | |
| EXPRESS YOURSELF INC | |||||||
| 100 CUMMINGS CENTER STE 165E | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| FAMILY & CHILDRENS SERVICES | |||||||
| 111 NORTH COMMON ST | LYNN | MA | 01901 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | |||||||
| 60 ISLAND ST SUITE 150 | LAWRENCE | MA | 01840 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| FARMS PRIDES COMMUNITY ASSOCIATION | |||||||
| PO BOX 5063 | BEVERLY FARMS | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $250 | |
| FIDELITY HOUSE CRC | |||||||
| 22 PARKRIDGE RD | HAVERHILL | MA | 01830 | NOT RELATED | EXEMPT PURPOSES | $1,500 | |
| FIRST CONGREGATIONAL CHURCH | |||||||
| ONE CHURCH STREET | STONEHAM | MA | 02180 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| FRIENDS OF BUKER ELEMENTARY SCHOOL INC | |||||||
| ONE SCHOOL ST | WENHAM | MA | 01984 | NOT RELATED | EXEMPT PURPOSES | $300 | |
| FRIENDS OF NEEDHAM HOCKEY | |||||||
| 313 WASHINGTON ST STE 202 | NEWTON | MA | 024581626 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| FRIENDS OF NORTHSHORE EDUCATION | |||||||
| 112 SOHIER RD | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| FRIENDS OF THE GEORGETOWN | |||||||
| 51 NORTH ST | GEORGETOWN | MA | 01833 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| FRIENDS OF THE TEWKSBURY LIBRARY | |||||||
| 300 CHANDLER ST | TEWKSBURY | MA | 01876 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| FRIENDS OF THE TEWKSBURY PAC INC | |||||||
| PO BOX 732 | TEWKSBURY | MA | 01876 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| FULLER HOUSE OF STONEHAM | |||||||
| 32 FRANKLIN ST | STONEHAM | MA | 021801849 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| GARDEN CLUB FEDERATION OF MASSACHUSETTS | |||||||
| 143 GRAPEVINE RD | WENHAM | MA | 01984 | NOT RELATED | EXEMPT PURPOSES | $250 | |
| GENERATIONS INC | |||||||
| 25 KINGSTON ST 4TH FL | BOSTON | MA | 021112200 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| GEORGETOWN BASEBALL | |||||||
| PO BOX 67 | GEORGETOWN | MA | 01833 | NOT RELATED | EXEMPT PURPOSES | $550 | |
| GEORGETOWN HISTORICAL SOCIETY | |||||||
| PO BOX 376 | GEORGETOWN | MA | 018330436 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| GIFTS THAT MATTER INC | |||||||
| 32 GREAT POND DR | BOXFORD | MA | 01921 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| GIRLS INC OF LYNN | |||||||
| 50 HIGH ST | LYNN | MA | 01902 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| GLEN URQUHART SCHOOL | |||||||
| 74 HART ST | BEVERLY | MA | 019152125 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| GLOUCESTER FUND | |||||||
| 45 MIDDLE ST | GLOUCESTER | MA | 01930 | NOT RELATED | EXEMPT PURPOSES | $750 | |
| GOODNOW LIBRARY FOUNDATION | |||||||
| 21 CONCORD RD | SUDBURY | MA | 01776 | NOT RELATED | EXEMPT PURPOSES | $360 | |
| GREATER BEVERLY CHAMBER OF COMMERCE | |||||||
| 100 CUMMINGS CENTER 107K | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| GREATER LAWRENCE COMMUNITY ACTION COUNCIL | |||||||
| 305 ESSEX ST 4TH FLOOR | LAWRENCE | MA | 01840 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| GREATER LOWELL COMMUNITY | |||||||
| 100 MERRIMACK ST | LOWELL | MA | 01852 | NOT RELATED | EXEMPT PURPOSES | $400 | |
| GREENTOWNORG | |||||||
| 444 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 14 PARK ST | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $1,700 | |
| HAMILTON HALL | |||||||
| 9 CHESTNUT ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| HAMILTON WENHAM FRIENDS OF THE ARTS | |||||||
| PO BOX 198 | HAMILTON | MA | 01982 | NOT RELATED | EXEMPT PURPOSES | $750 | |
| HAMILTON-WENHAM LITTLE LEAGUE | |||||||
| PO BOX 2305 | HAMILTON | MA | 01982 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| HARBORLIGHT COMMUNITY PARTNERS | |||||||
| PO BOX 507 | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| HEALING ABUSE WORKING FOR CHANGE | |||||||
| 27 CONGRESS ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $3,500 | |
| HEALTHY STUDENTS HEALTHY SAUGUS | |||||||
| 50 ESSEX ST | SAUGUS | MA | 019064310 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| HEROS CUP HOCKEY INC | |||||||
| 2 SPRING LN | MARLBORO | MA | 01752 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| HISTORIC SALEM INC | |||||||
| PO BOX 865 | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| HOME FOR VETERANS NETWORK LAUNCH | |||||||
| 738 MAIN ST 224 | WALTHAM | MA | 02451 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| HOUSING FAMILIES INC | |||||||
| 919 EASTERN AVE | MALDWN | MA | 02148 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| IN CONTROL FAMILY FOUNDATION INC | |||||||
| PO BOX 174 | LEXINGTON | MA | 02420 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| INSPIRE ARTS AND MUSIC INC | |||||||
| PO BOX 51391 | BOSTON | MA | 022051391 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| INSURANCE LIBRARY ASSOCIATION | |||||||
| 156 STATE ST | BOSTON | MA | 02109 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| INTO ACTION RECOVERY INC | |||||||
| 20 FOX RUN | TEWKSBURY | MA | 01876 | NOT RELATED | EXEMPT PURPOSES | $600 | |
| JAMES L MCKEOWN BOYS AND GIRLS CLUB OF WOBURN | |||||||
| 1 CHARLES GARDNER LANE | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| JHAMTSE INTERNATIONAL | |||||||
| 25 DUGGAN RD | ACTON | MA | 01720 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| JOSEPH AND LESLIE CARR | |||||||
| 71 WHITE TAIL LANE | LANCASTER | MA | 01523 | NOT RELATED | EXEMPT PURPOSES | $250 | |
| JOSLIN DIABETES CENTER | |||||||
| ONE JOSLIN PLACE STE 745 | BOSTON | MA | 02215 | NOT RELATED | EXEMPT PURPOSES | $1,500 | |
| L ARCHE BOSTON NORTH INC | |||||||
| 53 WINGATE ST 1ST LEVEL | HAVERHILL | MA | 01832 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| LA VIDA INC | |||||||
| 120 MUNROE ST | LYNN | MA | 01901 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| LAWRENCE BOYS CLUB & GIRLS CLUB | |||||||
| 136 WATER ST | LAWRENCE | MA | 01841 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| LAWRENCE COMMUNITY WORKS | |||||||
| 168 NEWBURY ST | LAWRENCE | MA | 018413910 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| LAZARUS HOUSE INC | |||||||
| 412 HAMPSHIRE ST | LAWRENCE | MA | 01841 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| LEAP FOR EDUCATION | |||||||
| 35 CONGRESS ST STE 102 | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| LEAVING THE STREETS INC | |||||||
| 117 LAFAYETTE SQUARE | HAVERHILL | MA | 01832 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| LIFEBRIDGE IN SALEM | |||||||
| 56 MARGIN ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $880 | |
| LINCOLN SUDBURY SCHOLARSHIP FUND | |||||||
| 390 LINCOLN RD | SUDBURY | MA | 01776 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| LITTLE LEAGUE BASEBALL | |||||||
| 25 MEADOW CT | LYNN | MA | 01904 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| LITTLE LEAGUE BASEBALL INC | |||||||
| PO BOX 267 | BILLERICA | MA | 01821 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| LOVELANE SPECIAL NEEDS HORSEBACK | |||||||
| 40 BAKER BRIDGE RD | LINCOLN | MA | 01773 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| LOWELL CATHOLIC HIGH SCHOOL | |||||||
| 530 STEVENS ST | LOWELL | MA | 01851 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| LOWELL GENERAL HOSPITAL | |||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | NOT RELATED | EXEMPT PURPOSES | $1,500 | |
| LUCYS LOVE BUS CHARITABLE TRUST | |||||||
| 21 WATER ST STE 302 | AMESBURY | MA | 01913 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| LYNN COMMUNITY HEALTH CENTER | |||||||
| 269 UNION ST | LYNN | MA | 01901 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| LYNN HOUSING AUTHORITY | |||||||
| 10 CHURCH ST | LYNN | MA | 01902 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| LYNN SHELTER ASSOCIATION | |||||||
| 91 LIBERTY ST | LYNN | MA | 01901 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| MARBLEHEAD ARTS ASSOCIATION | |||||||
| 8 HOOPER ST | MARBLEHEAD | MA | 01945 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| MARBLEHEAD COMMUNITY ACCESS AND MEDIA INC | |||||||
| 217 PLEASANT ST | MARBLEHEAD | MA | 01945 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| MARBLEHEAD SOFTBALL LITTLE LEAGUE | |||||||
| PO BOX 570 | MARBLEHEAD | MA | 01945 | NOT RELATED | EXEMPT PURPOSES | $300 | |
| MASS MORTGAGE BANKERS FOUNDATION | |||||||
| 185 DEVONSHIRE ST STE 703 | BOSTON | MA | 02110 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| MASSACHUSETTS BANKERS ASSOCIATION | |||||||
| ONE WASHINGTON MALL 8TH FLOOR | BOSTON | MA | 021082603 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| MASSACHUSETTS COALITION FOR THE HOMELESS | |||||||
| 73 BUFFUM ST | LYNN | MA | 01902 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| MAYA CHILDCARE INC | |||||||
| 44 OAKWOOD AVE | FALMOUTH | MA | 025404237 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| MEDFORD VISITING NURSING ASSOC | |||||||
| 37 BROADWAY STE 2 | ARLINGTON | MA | 02474 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| MERRIMAC HEIGHTS ACADEMY | |||||||
| 102 WEST MAIN STREET | MERRIMAC | MA | 01860 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| MERRIMACK VALLEY FOOD BANK | |||||||
| PO BOX 8638 | LOWELL | MA | 01853 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| MERRIMACK VALLEY HOUSING PARTNERSHIP | |||||||
| PO BOX 1042 | LOWELL | MA | 018531042 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| MERRIMACK VALLEY IMMIGRANT AND EDUCATION CENTER | |||||||
| 439 SOUTH UNION ST | LAWRENCE | MA | 018432837 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| MERRY MIXERS | |||||||
| PO BOX 1282 | MARBLEHEAD | MA | 01945 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| MINUTEMAN SENIOR SERVICES | |||||||
| 26 CROSBY DR | BEDFORD | MA | 01730 | NOT RELATED | EXEMPT PURPOSES | $600 | |
| MISSION OF DEEDS INC | |||||||
| 6 CHAPIN AVE | READING | MA | 01867 | NOT RELATED | EXEMPT PURPOSES | $4,000 | |
| MISSIONSAFE A NEW BEGINNING | |||||||
| PO BOX 201060 | ROXBURY | MA | 02119 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| MORGAN MEMORIAL GOODWILL | |||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| PO BOX 2063 | WOBURN | MA | 01888 | NOT RELATED | EXEMPT PURPOSES | $100 | |
| MY BROTHER'S TABLE | |||||||
| 98 WILLOW ST | LYNN | MA | 01901 | NOT RELATED | EXEMPT PURPOSES | $6,000 | |
| MYSTIC VALLEY ELDER SERVICES | |||||||
| 300 COMMERCIAL ST 19 | MALDEN | MA | 02148 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| NAHANT LITTLE LEAGUE | |||||||
| 47 WILLOW RD | NAHANT | MA | 01908 | NOT RELATED | EXEMPT PURPOSES | $275 | |
| NATIONAL INVENTORS HALL OF FAME | |||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| NEEDHAM COMMUNITY COUNCIL | |||||||
| 570 HILLSIDE AVE | NEEDHAM | MA | 02494 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| NEEDHAM COMMUNITY FARM INC | |||||||
| PO BOX 920877 | NEEDHAM | MA | 02492 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| NEW ENGLAND HOMES FOR THE DEAF | |||||||
| 154 WATER ST | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $1,600 | |
| NORTH ANDOVER LITTLE LEAGUE | |||||||
| PO BOX 416 | NORTH ANDOVER | MA | 01845 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| NORTH ANDOVER WOMENS CLUB | |||||||
| 124 HILLSIDE AVE | NORTH ANDOVER | MA | 01845 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| NORTH SHORE COMMUNITY ACTION PROGRAMS INC | |||||||
| 119 REAR FOSTER ST BUILDING 13 | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION INC | |||||||
| ONE FERNCROFT RD | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| NORTH SHORE COMMUNITY DEVELOPMENT | |||||||
| 96 LAFAYETTE ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| NORTH SHORE INNOVENTURES INC | |||||||
| 100 CUMMINGS CTR STE 451C | BEVERLY | MA | 019156132 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| NORTH SHORE MOVING MARKET | |||||||
| 13A FRANKLIN ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| NORTHEAST ARC | |||||||
| 1 SOUTHSIDE RD | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| OPEN DOOR CAPE ANN FOOD PANTRY | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| OPEN PANTRY OF LOWELL | |||||||
| 13 HURD ST | LOWELL | MA | 01852 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| ORGANIZED YOUTH | |||||||
| 1268 C BROADWAY STE 211 | SAUGUS | MA | 01906 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| PARENTS FOR MUSIC EXCELLENCE INC | |||||||
| 17 CONANT ST | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $600 | |
| PARTNERS HEALTHCARE SYSTEM INC | |||||||
| 35 GRANITE ST | ROCKPORT | MA | 01966 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| PARTNERS HEALTHCARE SYSTEMS | |||||||
| 399 REVOLUTION DR STE 645 | SOMERVILLE | MA | 021451465 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| PATHWAYS FOR CHILDREN INC | |||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| PAUL CENTER FOR LEARNING AND RECREATION | |||||||
| 39 CONCORD RD | CHELMSFORD | MA | 01824 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| PEABODY BABE RUTH LEAGUE INC | |||||||
| 24 BENEVENTO CIR | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $350 | |
| PEABODY EDUCATION FOUNDATION | |||||||
| PO BOX 233 | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| PEABODY ESSEX MUSEUM | |||||||
| 161 ESSEX ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $15,000 | |
| PEABODY LIONS CHARITIES | |||||||
| 23 OLSEN RD | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $100 | |
| PEABODY LITTLE LEAGUE | |||||||
| PO BOX 683 | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $400 | |
| PEABODY WEST LITTLE LEAGUE | |||||||
| PO BOX 2086 | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| PEOPLE HELPING PEOPLE INC | |||||||
| 10 ST MARKS ST | BURLINGTON | MA | 01803 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| PLAY FOR P I N K INC | |||||||
| 161 SOUTH MAIN ST STE 300 | MIDDLETON | MA | 01949 | NOT RELATED | EXEMPT PURPOSES | $700 | |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| PLYMOUTH TASKFORCE FOR THE HOMELESS | |||||||
| PO BOX 3986 | PLYMOUTH | MA | 02361 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| POWER OF FLOWERS PROJECT | |||||||
| 365 EAST ST | TEWKSBURY | MA | 01876 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| RAW ART WORKS | |||||||
| 37 CENTRAL ST | LYNN | MA | 01901 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| READING ROTARY CHARITABLE TRUST | |||||||
| PO BOX 61 | READING | MA | 01867 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| READING SCHOLARSHIP FOUNDATION INC | |||||||
| PO BOX 492 | READING | MA | 01887 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| ROAD RUNNER CLUB OF AMERICA | |||||||
| PO BOX 213 | ANDOVER | MA | 01810 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| ROOT NS INC | |||||||
| 35 CONGRESS ST STE 2350 | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| ROSIES PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| SAILING HEALS INC | |||||||
| 5 WINCHESTER ST | BRADFORD | MA | 01835 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| SAINT CHARLES SCHOOL | |||||||
| 8 MYRTLE ST | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $240 | |
| SALEM PANTRY | |||||||
| PO BOX 295 | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| SALEM ACADEMY CHARTER SCHOOL | |||||||
| 45 CONGRESS ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| SALEM COMMUNITY ARTS CENTER | |||||||
| 35 CONGRESS STREET | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| SALEM MAIN STREET | |||||||
| 265 ESSEX ST STE 3400 | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $600 | |
| SALEM UNITED INC | |||||||
| 62 FREDERICK ST UNIT 33 | DRACUT | MA | 01826 | NOT RELATED | EXEMPT PURPOSES | $700 | |
| SALEM-BEVERLY BASEBALL | |||||||
| PO BOX 403 | BEVERLY | MA | 01905 | NOT RELATED | EXEMPT PURPOSES | $650 | |
| SAUGUS AMERICAN LITTLE LEAGUE | |||||||
| PO BOX 1306 | SAUGUS | MA | 01906 | NOT RELATED | EXEMPT PURPOSES | $600 | |
| SAVE A DOG INC | |||||||
| 604 BOSTON POST RD | SUDBURY | MA | 01776 | NOT RELATED | EXEMPT PURPOSES | $300 | |
| SCHOLARSHIP AMERICA INC | |||||||
| PO BOX 202 | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| SMILE MASS | |||||||
| 66 DUDLEY RD | SUDBURY | MA | 01776 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| SOCIAL CAPITAL INC | |||||||
| 165M NEW BOSTON ST 233 | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $950 | |
| SPECIAL NEEDS ARTS PROGRAMS | |||||||
| PO BOX 598 | LEXINGTON | MA | 02420 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| SPIRIT OF ADVENTURE COUNCIL | |||||||
| 2 TOWER OFFICE PARK | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| SPUR INC | |||||||
| 6 ANDERSON ST | MARBLEHEAD | MA | 01945 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| STEPHEN PHILLIPS MEMORIAL | |||||||
| PO BOX 870 | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $18,000 | |
| STONEHAM THEATRE CORP | |||||||
| 395 MAIN ST | STONEHAM | MA | 02180 | NOT RELATED | EXEMPT PURPOSES | $25,000 | |
| STRONGWATER FARM THERAPEUTIC EQUESTRIAN CENTER INC | |||||||
| PO BOX 754 | TEWKSBURY | MA | 01876 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| SUDBURY COMMUNITY FOOD PANTRY | |||||||
| 160 CONCORD RD | SUDBURY | MA | 01776 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| SUPPORTING SINGLE PARENTS | |||||||
| PO BOX 130 | READING | MA | 01867 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| SUTTON RESIDENCE FOR WOMEN | |||||||
| 7 SEWALL ST | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| TEMPUS UNLIMITED INC | |||||||
| 600 TECHNOLOGY CENTER DRIVE | STOUGHTON | MA | 02072 | NOT RELATED | EXEMPT PURPOSES | $150 | |
| TEWKSBURY COMMUNITY PANTRY | |||||||
| 999 WHIPPLE RD | TEWKSBURY | MA | 01876 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| THE CALEB GROUP INC | |||||||
| 491 HUMPHREY ST | SWAMPSCOTT | MA | 01907 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| THE COMMUNITY HOUSE | |||||||
| 284 BAY RD | SOUTH HAMILTON | MA | 01982 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| THE DAVID K JOHNSON FOUNDATION | |||||||
| PO BOX 617 | READING | MA | 01867 | NOT RELATED | EXEMPT PURPOSES | $4,200 | |
| THE FOOD PROJECT | |||||||
| 10 LEWIS ST | LINCOLN | MA | 01773 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| THE HOUSE OF THE SEVEN GABLES | |||||||
| 115 DERBY ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| THE JOHN ESTRELLA FOUNDATION | |||||||
| 3 SEWARD AVE | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $400 | |
| THE JOSEPH N HERMANN YOUTH CENTER | |||||||
| 33 JOHNSON ST | NORTH ANDOVER | MA | 01845 | NOT RELATED | EXEMPT PURPOSES | $350 | |
| THE LOWELL PLAN | |||||||
| 660 SUFFOLK ST STE 120 | LOWELL | MA | 018543636 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| THE SALEM ATHENAEUM | |||||||
| 337 ESSEX ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $5,000 | |
| THE SALEM PARTNERSHIP | |||||||
| 265 STREET STE 304 | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $15,000 | |
| THE SCHOLARSHIP FOUNDATION OF WA | |||||||
| 467 MAIN ST | WAKEFIELD | MA | 01880 | NOT RELATED | EXEMPT PURPOSES | $150 | |
| THE THOMAS E SMITH FIGHT TO CURE PARALYSIS FOUNDATION | |||||||
| PO BOX 1624 | ANDOVER | MA | 01810 | NOT RELATED | EXEMPT PURPOSES | $3,000 | |
| THE WISH PROJECT | |||||||
| 1A FOUNDRY ST | LOWELL | MA | 01852 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| THOMPSON ISLAND OUTWARD BOUND | |||||||
| PO BOX 1274 | BOSTON | MA | 02127 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| TIMMYS ANGELS | |||||||
| 8747 S CICERO AVE | HOMETOWN | IL | 604562117 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| UNITED WAY OF MASSACHUSETTS | |||||||
| 100 CUMMINGS CTR STE 231C 341D | BEVERLY | MA | 01915 | NOT RELATED | EXEMPT PURPOSES | $1,400 | |
| VETERANS DAY MEMORIAL RUN | |||||||
| 49 PERKINS ST | STONEHAM | MA | 02180 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| VNA CARE NETWORK INC | |||||||
| 199 ROSEWOOD DR STE 180 | DANVERS | MA | 01923 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| VNA HOSPICE CARE INC | |||||||
| 100 TRADE CENTER G-500 | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | NOT RELATED | EXEMPT PURPOSES | $1,500 | |
| WENHAM MUSEUM | |||||||
| 132 MAIN ST | WENHAM | MA | 01984 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| WE'RE ONE WILMINGTON | |||||||
| 314 MAIN ST STE 105 | WILMINGTON | MA | 01887 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| WEST END HOUSE INC | |||||||
| 105 ALLSTON ST | ALLSTON | MA | 02134 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| WILMINGTON BOYS TRAVEL BASKETBALL | |||||||
| 24 LIBERTY ST | WILMINGTON | MA | 01887 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| WILMINGTON COMMUNITY TELEVISION | |||||||
| 10 WALTHAM ST | WILMINGTON | MA | 01887 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| WILMINGTON EDUCATIONAL FOUNDATION | |||||||
| 668 MAIN ST 190 | WILMINGTON | MA | 01887 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| WILMINGTON HIGH SCHOOL | |||||||
| 10 BUCKINGHAM RD | WILMINGTON | MA | 01887 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| WILMINGTON LITTLE LEAGUE | |||||||
| 59 ASHWOOD AVE | WILMINGTON | MA | 01887 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| WILMINGTON TOUCH DOWN CLUB | |||||||
| 159 CHURCH ST | WILMINGTON | MA | 01887 | NOT RELATED | EXEMPT PURPOSES | $250 | |
| WILMINGTON YOUTH SOCCER ASSOCIATION | |||||||
| 298 SHAWSHEEN AVE | WILMINGTON | MA | 01887 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| WOBURN COMMUNITY EDUCATION FOUNDATION | |||||||
| PO BOX 581 | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| WOBURN COUNCIL OF SOCIAL CONCERN | |||||||
| 2 MERRIMAC ST | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $2,000 | |
| WOBURN HOST LIONS CHARITIES | |||||||
| PO BOX 81 | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $1,125 | |
| WOBURN PEE WEE FOOTBALL | |||||||
| PO BOX 18 | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $250 | |
| WOBURN PUBLIC LIBRARY | |||||||
| 45 PLEASANT ST | WOBURN | MA | 01801 | NOT RELATED | EXEMPT PURPOSES | $600 | |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||
| 100 INSTITUTE RD | WORCESTER | MA | 01609 | NOT RELATED | EXEMPT PURPOSES | $800 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NOT RELATED | EXEMPT PURPOSES | $1,000 | |
| YAWKEY BASEBALL LEAGUE | |||||||
| 31 ELY RD | DORCHESTER | MA | 02124 | NOT RELATED | EXEMPT PURPOSES | $250 | |
| YELLOW JACKETS GYMNASTICS | |||||||
| 4B LOOKOUT LANE | MIDDLETON | MA | 01949 | NOT RELATED | EXEMPT PURPOSES | $500 | |
| YMCA OF GREATER BOSTON | |||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | NOT RELATED | EXEMPT PURPOSES | $6,000 | |
| YMCA OF METRO NORTH | |||||||
| 2 CENTENNIAL DR STE 4A | PEABODY | MA | 01960 | NOT RELATED | EXEMPT PURPOSES | $3,500 | |
| YMCA OF THE NORTH SHORE | |||||||
| ONE SEWALL ST | SALEM | MA | 01970 | NOT RELATED | EXEMPT PURPOSES | $6,500 | |
| YOUTH BASEBALL LEAGUES OF TEWKSBURY | |||||||
| 90 CHANDLER ST | TEWKSBURY | MA | 01876 | NOT RELATED | EXEMPT PURPOSES | $300 | |
| YWCA NORTHEASTERN MASSACHUSETTS | |||||||
| 140 CLARENDON ST | BOSTON | MA | 02116 | NOT RELATED | EXEMPT PURPOSES | $2,500 | |
| YWCA OF GREATER NEWBURYPORT | |||||||
| 13 MARKET ST | NEWBURYPORT | MA | 01950 | NOT RELATED | EXEMPT PURPOSES | $900 | |
| ZACK'S TEAM FOUNDATION | |||||||
| 21 EASTVIEW AVE | BILLERICA | MA | 01821 | NOT RELATED | EXEMPT PURPOSES | $1,500 | |
| 2KIDNEYS1HEART | |||||||
| 72 HIGH ROCK STREET | NEEDHAM | MA | 02492 | NOT RELATED | EXEMPT PURPOSES | -$250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $475,045 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $978,940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,184,348 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,184,348 | 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 | WOLF & COMPANY, P.C. | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE/MUNICIPAL BONDS | $2,488,556 | $2,514,276 |
| EQUITY | $8,570,209 | $14,160,668 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $10,702 | BOYBookValueAmt |
| EOY Book Value | $14,218 | EOYBookValueAmt |
| EOYFMV | $14,218 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA FILING FEE | Desc |
| Revenue And Expenses Per Books | $518 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $518 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEE | CategoryTxt |
| Amt | $61,164 | Amt |
| Net Investment Income | $61,164 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2021 ESTIMATED FEDERAL TAXES | CategoryTxt |
| Amt | $18,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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