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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-27T12:52:34-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043342405EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SALEM FIVE CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSALEBusinessNameControlTxt
Phone9787455555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 ESSEX STREETAddressLine1Txt
CitySALEMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01970ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN W SHAUGHNESSYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9787455555PhoneNum
Signature2022-06-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastSHAUGHNESSYPersonLastNm
FieldValueIRS element (for citing)
SSN000009958SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY A KALAJIAN JR CPAPreparerPersonNm
PTINP00464296PTIN
Phone6174399700PhoneNum
Preparation2022-07-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,410,536FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,900ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$62InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$62InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$205,346DividendsRevAndExpnssAmt
Dividends Net Invst Incm$189,890DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$978,940NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,295,462GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,078,848CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,186,248TotalRevAndExpnssAmt
Total Net Invst Incm$1,268,800TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$61,164OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$61,164OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$518OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$518OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$82,082TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,164TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,418TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$475,045ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$475,045ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$557,127TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,164TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$477,463TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$629,121ExcessRevenueOverExpensesAmt
Net Investment Income$1,207,636NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$83,265CashBOYAmt
Cash EOY$69,202CashEOYAmt
Cash EOYFMV$69,202CashEOYFMVAmt
Sav And Temp Cash Invst BOY$883,780SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$652,172SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$652,172SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,187,489CorporateStockBOYAmt
Corporate Stock EOY$11,058,765CorporateStockEOYAmt
Corporate Stock EOYFMV$16,674,944CorporateStockEOYFMVAmt
Other Assets BOY$10,702OtherAssetsBOYAmt
Other Assets EOY$14,218OtherAssetsEOYAmt
Other Assets EOYFMV$14,218OtherAssetsEOYFMVAmt
Total Assets BOY$11,165,236TotalAssetsBOYAmt
Total Assets EOY$11,794,357TotalAssetsEOYAmt
Total Assets EOYFMV$17,410,536TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,165,236RetainedEarningBOYAmt
Retained Earning EOY$11,794,357RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,165,236TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,794,357TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,165,236TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,794,357TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,165,236TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$629,121ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,794,357SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,794,357TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THERMO FISHERD2019-10-282021-05-21$204,537$53,212$151,325$151,325
ABBOTT LABSP2017-04-262021-05-21$28,962$10,888$18,074$18,074
ABBOTT LABSP2017-04-262021-05-21$82,253$30,916$51,337$51,337
ALPHABET INCP2015-10-052021-05-21$45,204$5,177$40,027$40,027
ALPHABET INCP2015-10-302021-05-21$13,561$2,306$11,255$11,255
BANK OF AMERICAP2016-10-262021-05-21$41,585$16,503$25,082$25,082
BANK OF AMERICAP2015-12-172021-05-21$46,159$18,606$27,553$27,553
BANK OF AMERICAP2015-08-042021-05-21$1,580$690$890$890
BOSTON SCIENTIFICP2017-06-092021-05-21$30,814$20,635$10,179$10,179
DEEREP2013-09-012021-05-01$44,286$10,518$33,768$33,768
DEEREP2016-01-292021-05-19$21,257$4,402$16,855$16,855
DEEREP2016-10-262021-05-19$74,400$18,007$56,393$56,393
DEEREP2015-12-172021-05-19$37,200$8,235$28,965$28,965
DENTSPLY SIRONAP2018-02-222021-05-19$20,208$17,433$2,775$2,775
DENTSPLY SIRONAP2018-02-222021-05-19$88,915$76,688$12,227$12,227
DIAGEOP2008-11-172021-05-19$18,945$5,480$13,465$13,465
DIAGEOP2015-12-172021-05-21$30,311$17,515$12,796$12,796
DIAGEOP2008-10-082021-05-21$9,472$3,326$6,146$6,146
DIAGEOP2013-09-012021-05-21$12,314$7,635$4,679$4,679
EOG RESOURCES INCP2014-12-302021-05-21$10,792$11,863-$1,071-$1,071
EOG RESOURCES INCP2016-10-262021-05-21$11,991$14,231-$2,240-$2,240
EOG RESOURCES INCP2014-12-112021-05-21$10,792$11,863-$1,071-$1,071
EOG RESOURCES INCP2015-12-172021-05-21$4,796$3,942$854$854
EOG RESOURCES INCP2015-12-172021-05-21$9,992$9,554$438$438
EOG RESOURCES INCP2017-12-262021-05-21$13,989$18,161-$4,172-$4,172
EXXON MOBILP2016-01-292021-05-21$4,620$6,033-$1,413-$1,413
EXXON MOBILP2013-12-302021-05-21$5,848$9,933-$4,085-$4,085
EXXON MOBILP2012-12-242021-05-21$351$536-$185-$185
EXXON MOBILP2015-12-172021-05-21$14,036$18,179-$4,143-$4,143
EXXON MOBILP2012-03-212021-05-21$1,462$2,172-$710-$710
EXXON MOBILP2013-12-302021-05-19$5,848$9,933-$4,085-$4,085
EXXON MOBILP2013-09-012021-05-19$8,773$13,389-$4,616-$4,616
EXXON MOBILP2013-09-012021-05-19$2,924$4,425-$1,501-$1,501
EXXON MOBILP2013-12-032021-05-19$7,311$11,713-$4,402-$4,402
EXXON MOBILP2006-07-062021-05-19$5,848$6,217-$369-$369
EXXON MOBILP2017-07-312021-05-19$11,697$16,114-$4,417-$4,417
EXXON MOBILP2017-12-262021-05-19$26,318$37,362-$11,044-$11,044
GOLDMAN SACHSP2013-10-022021-05-21$12,450$5,597$6,853$6,853
GOLDMAN SACHSP2013-09-012021-05-21$44,466$18,693$25,773$25,773
GOLDMAN SACHSP2016-10-262021-05-21$3,557$1,739$1,818$1,818
HOME DEPOTP2014-02-272021-05-21$21,868$7,923$13,945$13,945
HOME DEPOTP2016-10-262021-05-21$31,240$12,585$18,655$18,655
HOME DEPOTP2015-12-172021-05-21$31,240$13,124$18,116$18,116
JPMORGAN CHASEP2011-06-092021-05-21$23,967$6,105$17,862$17,862
JPMORGAN CHASEP2011-04-012021-05-21$10,386$2,985$7,401$7,401
JPMORGAN CHASEP2013-10-022021-05-21$7,989$2,621$5,368$5,368
JPMORGAN CHASEP2013-09-012021-05-21$5,592$1,697$3,895$3,895
OTIS WORLDWIDE CORPP2020-04-032021-05-21$38,703$25,638$13,065$13,065
PEPSICOP2013-09-012021-05-21$18,087$9,125$8,962$8,962
PEPSICOP2016-10-262021-05-21$18,087$13,200$4,887$4,887
PEPSICOP2015-12-172021-05-21$25,611$17,233$8,378$8,378
PEPSICOP2016-01-292021-05-21$7,235$4,839$2,396$2,396
PEPSICOP2012-12-242021-05-21$1,158$562$596$596
PEPSICOP2012-02-272021-05-21$10,852$6,162$4,690$4,690
PEPSICOP2017-07-312021-05-21$10,129$8,141$1,988$1,988
PEPSICOP2017-12-262021-05-21$7,235$26,769-$19,534-$19,534
SVB FINANCIAL GROUPP2015-08-062021-05-21$33,191$8,517$24,674$24,674
SVB FINANCIAL GROUPP2015-08-292021-05-21$41,490$10,645$30,845$30,845
SVB FINANCIAL GROUPP2016-01-292021-05-21$13,830$2,471$11,359$11,359
EXXON MOBILP2016-10-262021-05-22$11,697$17,173-$5,476-$5,476
ALPHABET INCP2015-10-302021-06-03$55,081$7,304$47,777$47,777
ALPHABET INCP2015-10-052021-09-02$31,889$3,963$27,926$27,926
EMERSON ELECTRICP2015-06-292021-09-02$26,340$14,233$12,107$12,107
EMERSON ELECTRICP2013-09-012021-09-02$7,902$4,542$3,360$3,360
EMERSON ELECTRICP2008-08-182021-09-02$21,072$9,847$11,225$11,225
EMERSON ELECTRICP2016-01-292021-09-02$6,848$2,820$4,028$4,028
EMERSON ELECTRICP2016-10-262021-09-02$28,974$13,715$15,259$15,259
EMERSON ELECTRICP2015-12-172021-09-02$27,394$11,673$15,721$15,721
EMERSON ELECTRICP2017-12-262021-09-02$31,608$20,774$10,834$10,834
EMERSON ELECTRICP2019-11-042021-09-02$26,340$17,436$8,904$8,904
EMERSON ELECTRICP2020-12-082021-09-02$105,360$80,950$24,410$24,410
NORTHERN TRUSTP2018-09-262021-09-02$22,425$19,849$2,576$2,576
NORTHERN TRUSTP2018-09-282021-09-02$16,523$14,627$1,896$1,896
NORTHERN TRUSTP2018-09-282021-09-02$76,717$67,894$8,823$8,823
NORTHERN TRUSTP2019-11-042021-09-02$14,163$11,905$2,258$2,258
NORTHERN TRUSTP2020-12-082021-09-02$11,803$9,431$2,372$2,372
ORGANON & COMPANYP2021-06-032021-09-02$16,621$16,539$82$82
SALESFORCE.COMP2013-04-172021-09-02$10,626$1,686$8,940$8,940
SALESFORCE.COMP2016-01-292021-09-02$19,924$5,243$14,681$14,681
SALESFORCE.COMP2013-09-012021-09-02$53,132$8,434$44,698$44,698
SALESFORCE.COMP2013-09-012021-09-02$9,298$1,299$7,999$7,999
EBAY INCORPORATEDP2018-05-182021-09-23$79,854$42,193$37,661$37,661
NVIDIA CORPORATIONP2021-02-092021-09-23$96,165$61,096$35,069$35,069
THERMO FISHERD2019-10-282021-09-23$59,992$11,825$48,167$48,167
FieldValueIRS element (for citing)
Capital Gain Net Income$1,078,848CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,786InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,786SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,786TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,399EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,399TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,613OverpaymentAmt
Applied To ES Tax$4,613AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM SMITHIndividualWithBooksNm
Phone9787205308PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1210 ESSEX STREETAddressLine1Txt
CitySALEMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01970ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM H MITCHELSON
210 ESSEX STREETSALEMMA01970DIRECTOR/CHAIRMAN OF BOARD1.00$0$0$0
PING YIN CHAI
210 ESSEX STREETSALEMMA01970PRESIDENT1.00$0$0$0
DONALD A SADOSKI DMD
210 ESSEX STREETSALEMMA01970DIRECTOR1.00$0$0$0
BRIAN W SHAUGHNESSY
210 ESSEX STREETSALEMMA01970CLERK/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRIO WEALTH LIMITED PARTNERSHIPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1265 FRANKLIN STREET FL 20AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021103199ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT FEEServiceTypeTxt
Compensation$61,164CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,109,211AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,047AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,460FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,188,718TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,188,718AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$242,831CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,945,887NetVlNoncharitableAssetsAmt
Minimum Investment Return$797,294MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$797,294MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,786TaxBasedOnInvestmentIncomeAmt
Total Tax$16,786TotalTaxAmt
Distributable Before Adj$780,508DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$780,508DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$780,508DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$477,463ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$477,463QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$780,508DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$343,070ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$376,536ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$156,512ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$83,276ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$959,394TotalExcessDistributionCyovAmt
Qualifying Distributions$477,463QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$477,463AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$303,045ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$303,045ExcessDistributionCyovAppCYAmt
Total Corpus$656,349TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$40,025ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$616,324ExcessDistriCyovToNextYrAmt
Excess From Year4$376,536ExcessFromYear4Amt
Excess From Year3$156,512ExcessFromYear3Amt
Excess From Year2$83,276ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRIAN W SHAUGHNESSYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1210 ESSEX STREETAddressLine1Txt
CitySALEMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01970ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9787455555RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS AVAILABLE AT ABOVE ADDRESSFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE APPLICATIONS FOR VARIOUS DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS 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/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACORD INC
69 WILLOW STSOUTH HAMILTONMA01982NOT RELATEDEXEMPT PURPOSES$2,500
ACT LAWRENCE INC
530 BROADWAY SUITE 302LAWRENCEMA01841NOT RELATEDEXEMPT PURPOSES$1,000
ADDISON GILBERT HOSPITAL CITIZENS
PO BOX 1495GLOUCESTERMA01931NOT RELATEDEXEMPT PURPOSES$1,000
ALL CARE HOSPICE
16 CITY HALL SQUARELYNNMA01901NOT RELATEDEXEMPT PURPOSES$10,000
ALS ONE INC
8 INDUSTRIAL WAYWHITMANMA02382NOT RELATEDEXEMPT PURPOSES$1,000
ALZHEIMERS ASSOCIATION
309 WAVERLEY OAKS RDWALTHAMMA02452NOT RELATEDEXEMPT PURPOSES$1,500
AMERICAN NATIONAL RED CROSS
60 ISLAND STLAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$1,000
ANDOVER COMMUNITY TRUST
2 DUNDEE PART STE B02AANDOVERMA01810NOT RELATEDEXEMPT PURPOSES$500
ANGEL FLIGHT NEW ENGLAND
492 SUTTON STNORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$1,250
ANNA JAQUES HOSPITAL INC
25 HIGHLAND AVENEWBURYPORTMA01950NOT RELATEDEXEMPT PURPOSES$1,000
ASIAN REAL ESTATE ASSOCIATION
716 HANCOCK ST UNIT AQUINCYMA02170NOT RELATEDEXEMPT PURPOSES$500
ASPIRE DEVELOPMENTAL SERVICES INC
176 FRANKLIN STLYNNMA01904NOT RELATEDEXEMPT PURPOSES$1,060
AUSTIN PREPARATORY SCHOOL
101 WILLOW STREADINGMA01867NOT RELATEDEXEMPT PURPOSES$5,000
BE LIKE BRIT FOUNDATION INC
66 PULLMAN STWORCESTERMA01606NOT RELATEDEXEMPT PURPOSES$2,500
BEVERLY CHILDRENS LEARNING CTR
550 CABOT STBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,000
BEVERLY FEMALE CHARITABLE SOCIETY
5 WHITMAN PLACEBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,000
BEVERLY HOLIDAY PARADE
301 EDGEWATER PLACE STE 200WAKEFIELDMA01880NOT RELATEDEXEMPT PURPOSES$1,000
BEVERLY HOMECOMING
PO BOX 714BEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$2,500
BEVERLY SCHOOL FOR THE DEAF
6 ECHO AVEBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$2,000
BEYOND SOCCER
280 MERRIMACK ST STE 323LAWRENCEMA01843NOT RELATEDEXEMPT PURPOSES$1,000
BEYOND WALLS INC
18 MOUNT VERNON STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$1,000
BILLERICA HOLIDAY FESTIVAL INC
365 BOSTON ROADBILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$1,000
BILLERICA PARTNERS FOR EDUCATION INC
365 BOSTON ROADBILLERICAMA01862NOT RELATEDEXEMPT PURPOSES$500
BILLERICA YANKEE DOODLE HOMECOMING
PO BOX 370BILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$1,000
BILLERICA YOUTH LACROSSE ASSOCIATION
31 HATTIE LANEBILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$700
BISHOP FENWICK HIGH SCHOOL
99 MARGIN STPEABODYMA01960NOT RELATEDEXEMPT PURPOSES$1,000
BLESSED STEPHEN BELLESINI OSA ACADEMY
94 BRADFORD STLAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$500
BLUES FOR VETERANS ASSOCIATION
PO BOX 6WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$200
BOSTON GLOBE FOUNDATION INC
1 EXCHANGE PLACE STE 201BOSTONMA02109NOT RELATEDEXEMPT PURPOSES$300
BOURQUE FAMILY FOUNDATION
800 W CUMMINGS PARK STE 3700WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$2,500
BOYS & GIRLS CLUB OF GREATER SALEM
29 HIGHLAND AVESALEMMA01970NOT RELATEDEXEMPT PURPOSES$2,000
BOYS & GIRLS CLUB OF LYNN
25 NORTH COMMON STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$6,800
BOYS AND GIRLS CLUB OF STONEHAM
15 DALE CTSTONEHAMMA02180NOT RELATEDEXEMPT PURPOSES$5,000
BRADFORD EDUCATION PROJECT
1 KIMBALL CTSALEMMA01970NOT RELATEDEXEMPT PURPOSES$500
BREAD AND ROSES INC
58 NEWBURY STLAWRENCEMA018402768NOT RELATEDEXEMPT PURPOSES$2,500
BREAD OF LIFE
214 COMMERCIAL ST STE 209MALDENMA02148NOT RELATEDEXEMPT PURPOSES$2,500
BRIDGEWELL
471 BROADWAYLYNNFIELDMA01940NOT RELATEDEXEMPT PURPOSES$1,000
BROCKTON AREA MULTI SERVICES INC
10 CHRISTYS DRBROCKTONMA023011812NOT RELATEDEXEMPT PURPOSES$4,400
BUILDING A BETTER BEVERLY
191 CABOT STBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,000
BURLINGTON EDUCATION FOUNDATION
PO BOX 756BURLINGTONMA01803NOT RELATEDEXEMPT PURPOSES$500
CABOT PERFORMING ARTS CENTER
286 CABOT STBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$2,000
CAKE4KIDS
PO BOX 2863SUNNYVALECA94087NOT RELATEDEXEMPT PURPOSES$300
CARE DIMENSIONS
75 SYLVAN ST STE B-102DANVERSMA01923NOT RELATEDEXEMPT PURPOSES$1,000
CARITAS COMMUNITIES INC
25 BRAINTREE HILL OFFICE PARK SUITEBRAINTREEMA021848702NOT RELATEDEXEMPT PURPOSES$500206
CENTER FOR HOPE & HEALING
21 GEORGE ST 4TH FLOORLOWELLMA018522228NOT RELATEDEXEMPT PURPOSES$1,000
CENTERBOARD
16 CITY HALL SQUARELYNNMA01901NOT RELATEDEXEMPT PURPOSES$3,000
CITIZENS INN INC
81 MAIN STPEABODYMA01960NOT RELATEDEXEMPT PURPOSES$5,000
COALITION FOR A BETTER ACRE
517 MOODY ST 3RD FLOORLOWELLMA01854NOT RELATEDEXEMPT PURPOSES$1,000
COMMODORE BUILDERS
404 WYMAN ST STE 400WALTHAMMA02451NOT RELATEDEXEMPT PURPOSES$1,000
COMMUNITY GIVING TREE
572B MAIN STBOXFORDMA01921NOT RELATEDEXEMPT PURPOSES$1,000
COREY C GRIFFIN FOUNDATION
205 NEWBURY ST SUITE 410FRAMINGHAMMA01701NOT RELATEDEXEMPT PURPOSES$2,500
CRADLES TO CRAYONS
281 NEWTONVILLE AVENEWTONMA02460NOT RELATEDEXEMPT PURPOSES$1,000
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA02445NOT RELATEDEXEMPT PURPOSES$1,425
DANVERS BABE RUTH LEAGUE
PO BOX 2182DANVERSMA01923NOT RELATEDEXEMPT PURPOSES$400
DANVERS COMMUNITY ACCESS TELEVISION
87 ELM STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$1,000
DANVERS HISTORICAL SOCIETY
PO BOX 381DANVERSMA01923NOT RELATEDEXEMPT PURPOSES$500
DANVERS YMCA
34 PICKERING STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$2,880
DANVERS YOUTH FOOTBALL CHEERLEADING
301 NEWBURY ST STE 132DANVERSMA01923NOT RELATEDEXEMPT PURPOSES$250
DANVERS YOUTH HOCKEY
PO BOX 391DANVERSMA01923NOT RELATEDEXEMPT PURPOSES$300
DEANA'S EDUCATIONAL THEATER
4 RAILROAD AVE STE 310WAKEFIELDMA01880NOT RELATEDEXEMPT PURPOSES$500
DIGNITY MATTERS INC
PO BOX 72WAYLANDMA01778NOT RELATEDEXEMPT PURPOSES$500
ELDER SERVICES OF MERRIMACK VALLEY
280 MERRIMACK ST STE 400LAWRENCEMA01843NOT RELATEDEXEMPT PURPOSES$500
EMMAUS
PO BOX 568HAVERHILLMA01831NOT RELATEDEXEMPT PURPOSES$2,500
ENGLISH AT LARGE
800 W CUMMINGS PARK STE 5550WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$500
ESSEX COUNTY COMMUNITY FOUNDATION
175 ANDOVER STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$2,500
ESSEX COUNTY TRAIL ASSOCIATION
PO BOX 358HAMILTONMA01936NOT RELATEDEXEMPT PURPOSES$2,500
ESSEX NATIONAL HERITAGE COMMISSION
10 FEDERAL ST SUITE 12SALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
ESSEX NORTH SHORE AGRICULTURAL TECHNICAL FOUNDATION
PO BOX 305BEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,500
EVERYONE'S A PLAYER INC
PO BOX 172NORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$300
EXPRESS YOURSELF INC
100 CUMMINGS CENTER STE 165EBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$500
FAMILY & CHILDRENS SERVICES
111 NORTH COMMON STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$2,500
FAMILY SERVICES OF THE MERRIMACK VALLEY
60 ISLAND ST SUITE 150LAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$2,000
FARMS PRIDES COMMUNITY ASSOCIATION
PO BOX 5063BEVERLY FARMSMA01915NOT RELATEDEXEMPT PURPOSES$250
FIDELITY HOUSE CRC
22 PARKRIDGE RDHAVERHILLMA01830NOT RELATEDEXEMPT PURPOSES$1,500
FIRST CONGREGATIONAL CHURCH
ONE CHURCH STREETSTONEHAMMA02180NOT RELATEDEXEMPT PURPOSES$2,500
FRIENDS OF BUKER ELEMENTARY SCHOOL INC
ONE SCHOOL STWENHAMMA01984NOT RELATEDEXEMPT PURPOSES$300
FRIENDS OF NEEDHAM HOCKEY
313 WASHINGTON ST STE 202NEWTONMA024581626NOT RELATEDEXEMPT PURPOSES$500
FRIENDS OF NORTHSHORE EDUCATION
112 SOHIER RDBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,000
FRIENDS OF THE GEORGETOWN
51 NORTH STGEORGETOWNMA01833NOT RELATEDEXEMPT PURPOSES$1,000
FRIENDS OF THE TEWKSBURY LIBRARY
300 CHANDLER STTEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$500
FRIENDS OF THE TEWKSBURY PAC INC
PO BOX 732TEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$1,000
FULLER HOUSE OF STONEHAM
32 FRANKLIN STSTONEHAMMA021801849NOT RELATEDEXEMPT PURPOSES$2,500
GARDEN CLUB FEDERATION OF MASSACHUSETTS
143 GRAPEVINE RDWENHAMMA01984NOT RELATEDEXEMPT PURPOSES$250
GENERATIONS INC
25 KINGSTON ST 4TH FLBOSTONMA021112200NOT RELATEDEXEMPT PURPOSES$2,500
GEORGETOWN BASEBALL
PO BOX 67GEORGETOWNMA01833NOT RELATEDEXEMPT PURPOSES$550
GEORGETOWN HISTORICAL SOCIETY
PO BOX 376GEORGETOWNMA018330436NOT RELATEDEXEMPT PURPOSES$500
GIFTS THAT MATTER INC
32 GREAT POND DRBOXFORDMA01921NOT RELATEDEXEMPT PURPOSES$500
GIRLS INC OF LYNN
50 HIGH STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$3,000
GLEN URQUHART SCHOOL
74 HART STBEVERLYMA019152125NOT RELATEDEXEMPT PURPOSES$5,000
GLOUCESTER FUND
45 MIDDLE STGLOUCESTERMA01930NOT RELATEDEXEMPT PURPOSES$750
GOODNOW LIBRARY FOUNDATION
21 CONCORD RDSUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$360
GREATER BEVERLY CHAMBER OF COMMERCE
100 CUMMINGS CENTER 107KBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$2,000
GREATER LAWRENCE COMMUNITY ACTION COUNCIL
305 ESSEX ST 4TH FLOORLAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$2,500
GREATER LOWELL COMMUNITY
100 MERRIMACK STLOWELLMA01852NOT RELATEDEXEMPT PURPOSES$400
GREENTOWNORG
444 SOMERVILLE AVESOMERVILLEMA02143NOT RELATEDEXEMPT PURPOSES$1,000
HABITAT FOR HUMANITY INTERNATIONAL
14 PARK STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$1,700
HAMILTON HALL
9 CHESTNUT STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,000
HAMILTON WENHAM FRIENDS OF THE ARTS
PO BOX 198HAMILTONMA01982NOT RELATEDEXEMPT PURPOSES$750
HAMILTON-WENHAM LITTLE LEAGUE
PO BOX 2305HAMILTONMA01982NOT RELATEDEXEMPT PURPOSES$1,000
HARBORLIGHT COMMUNITY PARTNERS
PO BOX 507BEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,000
HEALING ABUSE WORKING FOR CHANGE
27 CONGRESS STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$3,500
HEALTHY STUDENTS HEALTHY SAUGUS
50 ESSEX STSAUGUSMA019064310NOT RELATEDEXEMPT PURPOSES$500
HEROS CUP HOCKEY INC
2 SPRING LNMARLBOROMA01752NOT RELATEDEXEMPT PURPOSES$2,500
HISTORIC SALEM INC
PO BOX 865SALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,000
HOME FOR VETERANS NETWORK LAUNCH
738 MAIN ST 224WALTHAMMA02451NOT RELATEDEXEMPT PURPOSES$1,000
HOUSING FAMILIES INC
919 EASTERN AVEMALDWNMA02148NOT RELATEDEXEMPT PURPOSES$500
IN CONTROL FAMILY FOUNDATION INC
PO BOX 174LEXINGTONMA02420NOT RELATEDEXEMPT PURPOSES$1,000
INSPIRE ARTS AND MUSIC INC
PO BOX 51391BOSTONMA022051391NOT RELATEDEXEMPT PURPOSES$1,000
INSURANCE LIBRARY ASSOCIATION
156 STATE STBOSTONMA02109NOT RELATEDEXEMPT PURPOSES$1,000
INTO ACTION RECOVERY INC
20 FOX RUNTEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$600
JAMES L MCKEOWN BOYS AND GIRLS CLUB OF WOBURN
1 CHARLES GARDNER LANEWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$2,000
JHAMTSE INTERNATIONAL
25 DUGGAN RDACTONMA01720NOT RELATEDEXEMPT PURPOSES$500
JOSEPH AND LESLIE CARR
71 WHITE TAIL LANELANCASTERMA01523NOT RELATEDEXEMPT PURPOSES$250
JOSLIN DIABETES CENTER
ONE JOSLIN PLACE STE 745BOSTONMA02215NOT RELATEDEXEMPT PURPOSES$1,500
L ARCHE BOSTON NORTH INC
53 WINGATE ST 1ST LEVELHAVERHILLMA01832NOT RELATEDEXEMPT PURPOSES$2,000
LA VIDA INC
120 MUNROE STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$3,000
LAWRENCE BOYS CLUB & GIRLS CLUB
136 WATER STLAWRENCEMA01841NOT RELATEDEXEMPT PURPOSES$2,500
LAWRENCE COMMUNITY WORKS
168 NEWBURY STLAWRENCEMA018413910NOT RELATEDEXEMPT PURPOSES$500
LAZARUS HOUSE INC
412 HAMPSHIRE STLAWRENCEMA01841NOT RELATEDEXEMPT PURPOSES$2,500
LEAP FOR EDUCATION
35 CONGRESS ST STE 102SALEMMA01970NOT RELATEDEXEMPT PURPOSES$2,500
LEAVING THE STREETS INC
117 LAFAYETTE SQUAREHAVERHILLMA01832NOT RELATEDEXEMPT PURPOSES$1,000
LIFEBRIDGE IN SALEM
56 MARGIN STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$880
LINCOLN SUDBURY SCHOLARSHIP FUND
390 LINCOLN RDSUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$1,000
LITTLE LEAGUE BASEBALL
25 MEADOW CTLYNNMA01904NOT RELATEDEXEMPT PURPOSES$1,000
LITTLE LEAGUE BASEBALL INC
PO BOX 267BILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$2,500
LOVELANE SPECIAL NEEDS HORSEBACK
40 BAKER BRIDGE RDLINCOLNMA01773NOT RELATEDEXEMPT PURPOSES$1,000
LOWELL CATHOLIC HIGH SCHOOL
530 STEVENS STLOWELLMA01851NOT RELATEDEXEMPT PURPOSES$2,500
LOWELL GENERAL HOSPITAL
295 VARNUM AVELOWELLMA01854NOT RELATEDEXEMPT PURPOSES$1,500
LUCYS LOVE BUS CHARITABLE TRUST
21 WATER ST STE 302AMESBURYMA01913NOT RELATEDEXEMPT PURPOSES$1,000
LYNN COMMUNITY HEALTH CENTER
269 UNION STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$2,500
LYNN HOUSING AUTHORITY
10 CHURCH STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$2,000
LYNN SHELTER ASSOCIATION
91 LIBERTY STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$2,500
MARBLEHEAD ARTS ASSOCIATION
8 HOOPER STMARBLEHEADMA01945NOT RELATEDEXEMPT PURPOSES$500
MARBLEHEAD COMMUNITY ACCESS AND MEDIA INC
217 PLEASANT STMARBLEHEADMA01945NOT RELATEDEXEMPT PURPOSES$5,000
MARBLEHEAD SOFTBALL LITTLE LEAGUE
PO BOX 570MARBLEHEADMA01945NOT RELATEDEXEMPT PURPOSES$300
MASS MORTGAGE BANKERS FOUNDATION
185 DEVONSHIRE ST STE 703BOSTONMA02110NOT RELATEDEXEMPT PURPOSES$1,000
MASSACHUSETTS BANKERS ASSOCIATION
ONE WASHINGTON MALL 8TH FLOORBOSTONMA021082603NOT RELATEDEXEMPT PURPOSES$3,000
MASSACHUSETTS COALITION FOR THE HOMELESS
73 BUFFUM STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$1,000
MAYA CHILDCARE INC
44 OAKWOOD AVEFALMOUTHMA025404237NOT RELATEDEXEMPT PURPOSES$500
MEDFORD VISITING NURSING ASSOC
37 BROADWAY STE 2ARLINGTONMA02474NOT RELATEDEXEMPT PURPOSES$500
MERRIMAC HEIGHTS ACADEMY
102 WEST MAIN STREETMERRIMACMA01860NOT RELATEDEXEMPT PURPOSES$1,000
MERRIMACK VALLEY FOOD BANK
PO BOX 8638LOWELLMA01853NOT RELATEDEXEMPT PURPOSES$2,000
MERRIMACK VALLEY HOUSING PARTNERSHIP
PO BOX 1042LOWELLMA018531042NOT RELATEDEXEMPT PURPOSES$2,000
MERRIMACK VALLEY IMMIGRANT AND EDUCATION CENTER
439 SOUTH UNION STLAWRENCEMA018432837NOT RELATEDEXEMPT PURPOSES$500
MERRY MIXERS
PO BOX 1282MARBLEHEADMA01945NOT RELATEDEXEMPT PURPOSES$500
MINUTEMAN SENIOR SERVICES
26 CROSBY DRBEDFORDMA01730NOT RELATEDEXEMPT PURPOSES$600
MISSION OF DEEDS INC
6 CHAPIN AVEREADINGMA01867NOT RELATEDEXEMPT PURPOSES$4,000
MISSIONSAFE A NEW BEGINNING
PO BOX 201060ROXBURYMA02119NOT RELATEDEXEMPT PURPOSES$3,000
MORGAN MEMORIAL GOODWILL
1010 HARRISON AVEBOSTONMA02119NOT RELATEDEXEMPT PURPOSES$2,500
MUSCULAR DYSTROPHY ASSOCIATION
PO BOX 2063WOBURNMA01888NOT RELATEDEXEMPT PURPOSES$100
MY BROTHER'S TABLE
98 WILLOW STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$6,000
MYSTIC VALLEY ELDER SERVICES
300 COMMERCIAL ST 19MALDENMA02148NOT RELATEDEXEMPT PURPOSES$500
NAHANT LITTLE LEAGUE
47 WILLOW RDNAHANTMA01908NOT RELATEDEXEMPT PURPOSES$275
NATIONAL INVENTORS HALL OF FAME
3701 HIGHLAND PARK NWNORTH CANTONOH44720NOT RELATEDEXEMPT PURPOSES$2,500
NEEDHAM COMMUNITY COUNCIL
570 HILLSIDE AVENEEDHAMMA02494NOT RELATEDEXEMPT PURPOSES$2,500
NEEDHAM COMMUNITY FARM INC
PO BOX 920877NEEDHAMMA02492NOT RELATEDEXEMPT PURPOSES$500
NEW ENGLAND HOMES FOR THE DEAF
154 WATER STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$1,600
NORTH ANDOVER LITTLE LEAGUE
PO BOX 416NORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$1,000
NORTH ANDOVER WOMENS CLUB
124 HILLSIDE AVENORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$1,000
NORTH SHORE COMMUNITY ACTION PROGRAMS INC
119 REAR FOSTER ST BUILDING 13PEABODYMA01960NOT RELATEDEXEMPT PURPOSES$2,500
NORTH SHORE COMMUNITY COLLEGE FOUNDATION INC
ONE FERNCROFT RDDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$3,000
NORTH SHORE COMMUNITY DEVELOPMENT
96 LAFAYETTE STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$2,500
NORTH SHORE INNOVENTURES INC
100 CUMMINGS CTR STE 451CBEVERLYMA019156132NOT RELATEDEXEMPT PURPOSES$1,000
NORTH SHORE MOVING MARKET
13A FRANKLIN STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$2,500
NORTHEAST ARC
1 SOUTHSIDE RDDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$2,500
OPEN DOOR CAPE ANN FOOD PANTRY
28 EMERSON AVEGLOUCESTERMA01930NOT RELATEDEXEMPT PURPOSES$3,000
OPEN PANTRY OF LOWELL
13 HURD STLOWELLMA01852NOT RELATEDEXEMPT PURPOSES$2,500
ORGANIZED YOUTH
1268 C BROADWAY STE 211SAUGUSMA01906NOT RELATEDEXEMPT PURPOSES$1,000
PARENTS FOR MUSIC EXCELLENCE INC
17 CONANT STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$600
PARTNERS HEALTHCARE SYSTEM INC
35 GRANITE STROCKPORTMA01966NOT RELATEDEXEMPT PURPOSES$5,000
PARTNERS HEALTHCARE SYSTEMS
399 REVOLUTION DR STE 645SOMERVILLEMA021451465NOT RELATEDEXEMPT PURPOSES$5,000
PATHWAYS FOR CHILDREN INC
29 EMERSON AVEGLOUCESTERMA01930NOT RELATEDEXEMPT PURPOSES$500
PAUL CENTER FOR LEARNING AND RECREATION
39 CONCORD RDCHELMSFORDMA01824NOT RELATEDEXEMPT PURPOSES$500
PEABODY BABE RUTH LEAGUE INC
24 BENEVENTO CIRPEABODYMA01960NOT RELATEDEXEMPT PURPOSES$350
PEABODY EDUCATION FOUNDATION
PO BOX 233PEABODYMA01960NOT RELATEDEXEMPT PURPOSES$1,000
PEABODY ESSEX MUSEUM
161 ESSEX STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$15,000
PEABODY LIONS CHARITIES
23 OLSEN RDPEABODYMA01960NOT RELATEDEXEMPT PURPOSES$100
PEABODY LITTLE LEAGUE
PO BOX 683PEABODYMA01960NOT RELATEDEXEMPT PURPOSES$400
PEABODY WEST LITTLE LEAGUE
PO BOX 2086PEABODYMA01960NOT RELATEDEXEMPT PURPOSES$500
PEOPLE HELPING PEOPLE INC
10 ST MARKS STBURLINGTONMA01803NOT RELATEDEXEMPT PURPOSES$2,500
PLAY FOR P I N K INC
161 SOUTH MAIN ST STE 300MIDDLETONMA01949NOT RELATEDEXEMPT PURPOSES$700
PLUMMER YOUTH PROMISE
37 WINTER ISLAND RDSALEMMA01970NOT RELATEDEXEMPT PURPOSES$2,500
PLYMOUTH TASKFORCE FOR THE HOMELESS
PO BOX 3986PLYMOUTHMA02361NOT RELATEDEXEMPT PURPOSES$3,000
POWER OF FLOWERS PROJECT
365 EAST STTEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$500
RAW ART WORKS
37 CENTRAL STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$1,000
READING ROTARY CHARITABLE TRUST
PO BOX 61READINGMA01867NOT RELATEDEXEMPT PURPOSES$2,000
READING SCHOLARSHIP FOUNDATION INC
PO BOX 492READINGMA01887NOT RELATEDEXEMPT PURPOSES$500
ROAD RUNNER CLUB OF AMERICA
PO BOX 213ANDOVERMA01810NOT RELATEDEXEMPT PURPOSES$1,000
ROOT NS INC
35 CONGRESS ST STE 2350SALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
ROSIES PLACE
889 HARRISON AVEBOSTONMA02118NOT RELATEDEXEMPT PURPOSES$1,000
SAILING HEALS INC
5 WINCHESTER STBRADFORDMA01835NOT RELATEDEXEMPT PURPOSES$1,000
SAINT CHARLES SCHOOL
8 MYRTLE STWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$240
SALEM PANTRY
PO BOX 295SALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
SALEM ACADEMY CHARTER SCHOOL
45 CONGRESS STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,000
SALEM COMMUNITY ARTS CENTER
35 CONGRESS STREETSALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,000
SALEM MAIN STREET
265 ESSEX ST STE 3400SALEMMA01970NOT RELATEDEXEMPT PURPOSES$600
SALEM UNITED INC
62 FREDERICK ST UNIT 33DRACUTMA01826NOT RELATEDEXEMPT PURPOSES$700
SALEM-BEVERLY BASEBALL
PO BOX 403BEVERLYMA01905NOT RELATEDEXEMPT PURPOSES$650
SAUGUS AMERICAN LITTLE LEAGUE
PO BOX 1306SAUGUSMA01906NOT RELATEDEXEMPT PURPOSES$600
SAVE A DOG INC
604 BOSTON POST RDSUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$300
SCHOLARSHIP AMERICA INC
PO BOX 202WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$500
SMILE MASS
66 DUDLEY RDSUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$500
SOCIAL CAPITAL INC
165M NEW BOSTON ST 233WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$950
SPECIAL NEEDS ARTS PROGRAMS
PO BOX 598LEXINGTONMA02420NOT RELATEDEXEMPT PURPOSES$1,000
SPIRIT OF ADVENTURE COUNCIL
2 TOWER OFFICE PARKWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$500
SPUR INC
6 ANDERSON STMARBLEHEADMA01945NOT RELATEDEXEMPT PURPOSES$500
STEPHEN PHILLIPS MEMORIAL
PO BOX 870SALEMMA01970NOT RELATEDEXEMPT PURPOSES$18,000
STONEHAM THEATRE CORP
395 MAIN STSTONEHAMMA02180NOT RELATEDEXEMPT PURPOSES$25,000
STRONGWATER FARM THERAPEUTIC EQUESTRIAN CENTER INC
PO BOX 754TEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$500
SUDBURY COMMUNITY FOOD PANTRY
160 CONCORD RDSUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$2,500
SUPPORTING SINGLE PARENTS
PO BOX 130READINGMA01867NOT RELATEDEXEMPT PURPOSES$1,000
SUTTON RESIDENCE FOR WOMEN
7 SEWALL STPEABODYMA01960NOT RELATEDEXEMPT PURPOSES$3,000
TEMPUS UNLIMITED INC
600 TECHNOLOGY CENTER DRIVESTOUGHTONMA02072NOT RELATEDEXEMPT PURPOSES$150
TEWKSBURY COMMUNITY PANTRY
999 WHIPPLE RDTEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$1,000
THE CALEB GROUP INC
491 HUMPHREY STSWAMPSCOTTMA01907NOT RELATEDEXEMPT PURPOSES$2,500
THE COMMUNITY HOUSE
284 BAY RDSOUTH HAMILTONMA01982NOT RELATEDEXEMPT PURPOSES$5,000
THE DAVID K JOHNSON FOUNDATION
PO BOX 617READINGMA01867NOT RELATEDEXEMPT PURPOSES$4,200
THE FOOD PROJECT
10 LEWIS STLINCOLNMA01773NOT RELATEDEXEMPT PURPOSES$1,000
THE HOUSE OF THE SEVEN GABLES
115 DERBY STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
THE JOHN ESTRELLA FOUNDATION
3 SEWARD AVEBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$400
THE JOSEPH N HERMANN YOUTH CENTER
33 JOHNSON STNORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$350
THE LOWELL PLAN
660 SUFFOLK ST STE 120LOWELLMA018543636NOT RELATEDEXEMPT PURPOSES$5,000
THE SALEM ATHENAEUM
337 ESSEX STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
THE SALEM PARTNERSHIP
265 STREET STE 304SALEMMA01970NOT RELATEDEXEMPT PURPOSES$15,000
THE SCHOLARSHIP FOUNDATION OF WA
467 MAIN STWAKEFIELDMA01880NOT RELATEDEXEMPT PURPOSES$150
THE THOMAS E SMITH FIGHT TO CURE PARALYSIS FOUNDATION
PO BOX 1624ANDOVERMA01810NOT RELATEDEXEMPT PURPOSES$3,000
THE WISH PROJECT
1A FOUNDRY STLOWELLMA01852NOT RELATEDEXEMPT PURPOSES$500
THOMPSON ISLAND OUTWARD BOUND
PO BOX 1274BOSTONMA02127NOT RELATEDEXEMPT PURPOSES$1,000
TIMMYS ANGELS
8747 S CICERO AVEHOMETOWNIL604562117NOT RELATEDEXEMPT PURPOSES$500
UNITED WAY OF MASSACHUSETTS
100 CUMMINGS CTR STE 231C 341DBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,400
VETERANS DAY MEMORIAL RUN
49 PERKINS STSTONEHAMMA02180NOT RELATEDEXEMPT PURPOSES$500
VNA CARE NETWORK INC
199 ROSEWOOD DR STE 180DANVERSMA01923NOT RELATEDEXEMPT PURPOSES$500
VNA HOSPICE CARE INC
100 TRADE CENTER G-500WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$1,000
WELLSPRING HOUSE INC
302 ESSEX AVEGLOUCESTERMA01930NOT RELATEDEXEMPT PURPOSES$1,500
WENHAM MUSEUM
132 MAIN STWENHAMMA01984NOT RELATEDEXEMPT PURPOSES$1,000
WE'RE ONE WILMINGTON
314 MAIN ST STE 105WILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$1,000
WEST END HOUSE INC
105 ALLSTON STALLSTONMA02134NOT RELATEDEXEMPT PURPOSES$2,000
WILMINGTON BOYS TRAVEL BASKETBALL
24 LIBERTY STWILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$500
WILMINGTON COMMUNITY TELEVISION
10 WALTHAM STWILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$500
WILMINGTON EDUCATIONAL FOUNDATION
668 MAIN ST 190WILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$500
WILMINGTON HIGH SCHOOL
10 BUCKINGHAM RDWILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$500
WILMINGTON LITTLE LEAGUE
59 ASHWOOD AVEWILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$1,000
WILMINGTON TOUCH DOWN CLUB
159 CHURCH STWILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$250
WILMINGTON YOUTH SOCCER ASSOCIATION
298 SHAWSHEEN AVEWILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$1,000
WOBURN COMMUNITY EDUCATION FOUNDATION
PO BOX 581WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$1,000
WOBURN COUNCIL OF SOCIAL CONCERN
2 MERRIMAC STWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$2,000
WOBURN HOST LIONS CHARITIES
PO BOX 81WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$1,125
WOBURN PEE WEE FOOTBALL
PO BOX 18WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$250
WOBURN PUBLIC LIBRARY
45 PLEASANT STWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$600
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE RDWORCESTERMA01609NOT RELATEDEXEMPT PURPOSES$800
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS66675NOT RELATEDEXEMPT PURPOSES$1,000
YAWKEY BASEBALL LEAGUE
31 ELY RDDORCHESTERMA02124NOT RELATEDEXEMPT PURPOSES$250
YELLOW JACKETS GYMNASTICS
4B LOOKOUT LANEMIDDLETONMA01949NOT RELATEDEXEMPT PURPOSES$500
YMCA OF GREATER BOSTON
316 HUNTINGTON AVEBOSTONMA02115NOT RELATEDEXEMPT PURPOSES$6,000
YMCA OF METRO NORTH
2 CENTENNIAL DR STE 4APEABODYMA01960NOT RELATEDEXEMPT PURPOSES$3,500
YMCA OF THE NORTH SHORE
ONE SEWALL STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$6,500
YOUTH BASEBALL LEAGUES OF TEWKSBURY
90 CHANDLER STTEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$300
YWCA NORTHEASTERN MASSACHUSETTS
140 CLARENDON STBOSTONMA02116NOT RELATEDEXEMPT PURPOSES$2,500
YWCA OF GREATER NEWBURYPORT
13 MARKET STNEWBURYPORTMA01950NOT RELATEDEXEMPT PURPOSES$900
ZACK'S TEAM FOUNDATION
21 EASTVIEW AVEBILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$1,500
2KIDNEYS1HEART
72 HIGH ROCK STREETNEEDHAMMA02492NOT RELATEDEXEMPT PURPOSES-$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$475,045TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$205,346ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$978,940ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,184,348ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,184,348TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWOLF & COMPANY, P.C.CategoryTxt
Amt$1,900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,900DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE/MUNICIPAL BONDS$2,488,556$2,514,276
EQUITY$8,570,209$14,160,668

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$10,702BOYBookValueAmt
EOY Book Value$14,218EOYBookValueAmt
EOYFMV$14,218EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA FILING FEEDesc
Revenue And Expenses Per Books$518RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$518DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEECategoryTxt
Amt$61,164Amt
Net Investment Income$61,164NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2021 ESTIMATED FEDERAL TAXESCategoryTxt
Amt$18,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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