DOROTHY M TENNEY CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY M TENNEY CHARITABLE TRUST (EIN 22-3022796)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-02
- IRS object ID
- 202241229349100209
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-02T05:19:20-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261588653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSSAN & OJERHOLM PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SHREWSBURY STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | 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 | 223022796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORTHY M TENNEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | ATTN WARRENT M YANOFF TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORT | BusinessNameControlTxt |
| Phone | 5087974755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CEDAR STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN M YANOFF | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARREN M | PersonFirstNm |
| Person Last | YANOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David R Ojerholm CPA | PreparerPersonNm |
| PTIN | P00055478 | PTIN |
| Phone | 5087919501 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $772,611 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $87 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,018 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,018 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $887 | CashBOYAmt |
| Cash EOY | $2,961 | CashEOYAmt |
| Cash EOYFMV | $2,961 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,305 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,305 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $673 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $370,846 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $375,636 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $751,672 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $425,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $396,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $772,611 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $314,191 | CapitalStockBOYAmt |
| Capital Stock EOY | $314,191 | CapitalStockEOYAmt |
| Retained Earning BOY | $111,305 | RetainedEarningBOYAmt |
| Retained Earning EOY | $82,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $425,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $396,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $425,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $396,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $425,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,981 | ExcessRevenueOverExpensesAmt |
| Subtotal | $396,515 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $396,515 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERNSTEIN LT NON COV | P | 2000-01-01 | 2021-12-31 | $231 | $229 | $2 | $2 |
| BERNSTEIN LT COV | P | 2000-01-01 | 2021-12-31 | $106,119 | $91,354 | $14,765 | $14,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $320 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $320 | SubtotalAmt |
| Tax Based On Investment Income | $320 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $320 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN M YANOFF TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087974755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CEDAR STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN M YANOFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CEDAR STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $16,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSSAN & OJERHOLM PC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SHREWSBURY STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX AND ACCOUNTING | ServiceTypeTxt |
| Compensation | $4,000 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $709,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $731,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $731,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $720,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $320 | TotalTaxAmt |
| Distributable Before Adj | $35,710 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,710 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,710 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,170 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,710 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,738 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $28,427 | TotalForPriorYearsAmt |
| Qualifying Distributions | $52,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,738 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,432 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $28,427 | PriorYearUndistributedIncmAmt |
| Taxable1 | $28,427 | Taxable1Amt |
| Undistributed Income CY | $17,278 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDS OF PATHWAY | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $500 |
| CROHN'S COLITIS FOUNDATION | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $250 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $210 |
| AMERICAN FRIEDNS OF HEBREW UNIVERSI | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $3,500 |
| WUMB RADIO | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| WORCESTER ART MUSEUM | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $650 |
| US HOLOCAUST MUSEUM | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $250 |
| MOMA | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $200 |
| COMMUNITY LEGAL AID | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $250 |
| ACLU | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,500 |
| WOUNDED WARRIORS | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $100 |
| RACHEL'S TABLE | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,500 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $300 |
| BELOIT COLLEGE | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $4,000 |
| TEMPLE EMANUAL SINAI | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| WORCESTER JEWISH COMMUNITY | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| WORCESTER COUNTY FOOD BANK | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,500 |
| ONE CAN HELP | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| NO KID HUNGRY | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| ABBY'S HOUSE | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,500 |
| WHY ME | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,500 |
| BPLFINC | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $500 |
| AMERICAN RED CROSS | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| ALZHEIMER ASSOCIATION | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $500 |
| TRUSTEES OF THE RESERVATION | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $350 |
| WHITNEY MUSEUM | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $300 |
| WORLD WILDLIFE FOUNDATION | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $300 |
| WORLD CENTRAL KITCHEN | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| SIERRA CLUB | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $500 |
| NATIONAL PARK FOUNDATION | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $500 |
| MFA | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $140 |
| WGBH | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $120 |
| DOCTOR'S WITHOUT BOARDERS | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $250 |
| MAKE A WISH | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,170 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,767 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,317 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,767 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,084 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INCOME IS NECESSARY TO PROVIDE FUNDING TO SUPPORT THE ORGANIZATION. |
| 4 | EDUCATIONAL, CHARITABLE AND RELIGIOUS CONTRIBUTIONS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOUSSAN & OJERHOLM, PC | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $4,018 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,018 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| COMMONWEALTH OF MASS, FORM PC | $35 | |
| FEDERAL INCOME TAX, FORM 990PF | $52 | $52 |
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