FELICIA M DELORENZO SCHOLARSHIP FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FELICIA M DELORENZO SCHOLARSHIP FOUNDATION INC (EIN 04-3557888)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202241329349101204
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T08:10:02-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 043557888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELICIA M DELORENZO SCHOLARSHIP | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC #0741869 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FELI | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH LLP POB 514 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA SATTI COSENTINO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174392276 | PhoneNum |
| Signature | 2022-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIA | PersonFirstNm |
| Person Last | SATTI COSENTINO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
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 | $8,911,023 | 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 |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $467,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $973,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $470,741 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $599,290 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $602,388 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,487 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,263 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $105,550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $68,608 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,942 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,380 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,993 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,745 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,248 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,663 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,440 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,324 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $292,989 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $292,989 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $532,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $377,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $452,728 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $770 | CashBOYAmt |
| Cash EOY | $777 | CashEOYAmt |
| Cash EOYFMV | $777 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $415,299 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $987,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $987,768 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,341,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,985,242 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,398,384 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $649,090 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $499,213 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $524,094 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,406,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,473,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,911,023 | 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 | $4,406,179 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,473,000 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,406,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,473,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,406,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,473,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,406,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,473,000 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,473,000 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50000 BERKSHIRE HATHAWAY FINANCE CORP | P | 2011-01-04 | 2021-01-15 | $50,000 | $49,980 | $20 | $20 |
| 50000 BERKSHIRE HATHAWAY FINANCE CORP | P | 2011-03-03 | 2021-01-15 | $50,000 | $49,875 | $125 | $125 |
| 50000 EMC CORP NOTES | P | 2015-05-26 | 2021-10-29 | $52,232 | $50,000 | $2,232 | $2,232 |
| 186.118 VIATRIS INC | P | 2009-05-05 | 2021-03-31 | $2,595 | $1,119 | $1,476 | $1,476 |
| 185.882 VIATRIS INC | P | 2008-10-28 | 2021-03-31 | $2,592 | $1,308 | $1,284 | $1,284 |
| 50 ALPHABET INC - CL C | P | 2009-02-10 | 2021-11-23 | $146,539 | $8,994 | $137,545 | $137,545 |
| 2250 CITIZENS FINANCIAL GROUP INC | P | 2017-08-14 | 2021-11-23 | $114,132 | $77,332 | $36,800 | $36,800 |
| 200 FEDEX CORP | P | 2010-05-25 | 2021-11-23 | $49,175 | $15,816 | $33,359 | $33,359 |
| 1400 FISERV INC | P | 2015-07-30 | 2021-11-23 | $134,845 | $61,738 | $73,107 | $73,107 |
| 600 FISERV INC | P | 2016-02-19 | 2021-11-23 | $57,791 | $28,962 | $28,829 | $28,829 |
| 400 FISERV INC | P | 2016-12-19 | 2021-11-23 | $38,527 | $21,490 | $17,037 | $17,037 |
| 150 ORGANON & CO | P | 2013-06-20 | 2021-11-23 | $4,701 | $3,241 | $1,460 | $1,460 |
| 700 3M CO | P | 2009-04-02 | 2021-11-23 | $126,079 | $36,874 | $89,205 | $89,205 |
| 300 3M CO | P | 2009-06-30 | 2021-11-23 | $54,034 | $18,000 | $36,034 | $36,034 |
| 500 3M CO | P | 2016-02-19 | 2021-11-23 | $90,057 | $78,210 | $11,847 | $11,847 |
| CAPITAL GAINS DIVIDENDS | P | $381 | $381 | $381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $470,741 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,293 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,293 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,293 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,320 | 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 | $3,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $2,975 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES R DEGIACOMO DEC'D 1122022 | |||||||||
| KIMBALL FARMS 235 WALKER STREET APT | 254 | LENOX | MA | 01240 | DIRECTOR | 3.00 | $20,250 | $0 | $0 |
| JOHN E FEDELE | |||||||||
| 17 WALPOLE STREET | NORWOOD | MA | 02062 | CLERK/DIRECTOR | 3.00 | $20,250 | $0 | $0 | |
| JOANN DELORENZO CRIMMINGS | |||||||||
| 32 PLYMOUTH ROAD | NEEDHAM | MA | 02492 | PRESIDENT/DIRECTOR | 3.00 | $20,250 | $0 | $0 | |
| JULIA SATTI COSENTINO | |||||||||
| C/O NUTTER 155 SEAPORT BLVD | BOSTON | MA | 02210 | TREASURER/DIRECTOR | 0.00 | $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 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT/LEGAL/TAX SERVICES | ServiceTypeTxt |
| Compensation | $165,743 | 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 | $8,217,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $378,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,596,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,596,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,467,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $423,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $423,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,293 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,293 | TotalTaxAmt |
| Distributable Before Adj | $417,068 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $417,068 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $417,068 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $377,586 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $377,586 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $417,068 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $75,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $256,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $377,586 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $377,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $39,482 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,482 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $216,621 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $216,621 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $35,749 | ExcessFromYear3Amt |
| Excess From Year2 | $116,190 | ExcessFromYear2Amt |
| Excess From Year1 | $64,682 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | ||||||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PUBLIC | SCHOLARSHIPS | $4,000 | |||||
| BENTLEY UNIVERSITY | ||||||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | N/A | PUBLIC | SCHOLARSHIPS | $11,250 | |||||
| BOSTON COLLEGE | ||||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC | SCHOLARSHIPS | $10,000 | |||||
| BOSTON UNIVERSITY | ||||||||||||
| 233 BAY STATE ROAD | BOSTON | MA | 02215 | N/A | PUBLIC | SCHOLARSHIPS | $11,000 | |||||
| BRANDEIS UNIVERSITY | ||||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | N/A | PUBLIC | SCHOLARSHIPS | $8,500 | |||||
| BRIDGEWATER STATE UNIVERSITY | ||||||||||||
| 131 SUMMER STREET | BRIDGEWATER | MA | 02324 | N/A | PUBLIC | SCHOLARSHIPS | $9,000 | |||||
| BROWN UNIVERSITY | ||||||||||||
| 69 BROWN STREET | PROVIDENCE | RI | 02912 | N/A | PUBLIC | SCHOLARSHIPS | $2,000 | |||||
| BRYN MAWR COLLEGE | ||||||||||||
| 101 N MERION AVENUE | BRYN MAWR | PA | 19010 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| BUNKER HILL COMMUNITY COLLEGE | ||||||||||||
| 250 RUTHERFORD AVENUE | BOSTON | MA | 02129 | N/A | PUBLIC | SCHOLARSHIPS | $247 | |||||
| CLARK UNIVERSITY | ||||||||||||
| 950 MAIN STREET | WORCESTER | MA | 01610 | N/A | PUBLIC | SCHOLARSHIPS | $3,750 | |||||
| COLLEGE OF THE HOLY CROSS | ||||||||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01610 | N/A | PUBLIC | SCHOLARSHIPS | $7,525 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | N/A | PUBLIC | SCHOLARSHIPS | $7,000 | |||||
| DARTMOUTH COLLEGE | ||||||||||||
| 6016 MCNUTT HALL | DARTMOUTH | NH | 03755 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| DREXEL UNIVERSITY | ||||||||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | |||||
| EMORY UNIVERSITY | ||||||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| FAIRFIELD UNIVERSITY | ||||||||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | N/A | PUBLIC | SCHOLARSHIPS | $6,750 | |||||
| GORDON COLLEGE | ||||||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | N/A | PUBLIC | SCHOLARSHIPS | $1,750 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| HAVERFORD COLLEGE | ||||||||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19041 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| ITHACA COLLEGE | ||||||||||||
| 953 DANBY ROAD | ITHACA | NY | 14850 | N/A | PUBLIC | SCHOLARSHIPS | $11,250 | |||||
| MCGILL UNIVERSITY | ||||||||||||
| N/A | PUBLIC | SCHOLARSHIPS | $9,000 | 845 SHERBROOKE ST W | MONTREAL | QUEBEC | CA | H3A 0G4 | ||||
| MOUNT HOLYOKE COLLEGE | ||||||||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| NORTH CAROLINA STATE UNIVERSITY | ||||||||||||
| WOLFPACK ROAD | RALEIGH | NC | 27695 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| NORTHEASTERN UNIVERSITY | ||||||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PUBLIC | SCHOLARSHIPS | $10,500 | |||||
| PARSONS SCHOOL OF DESIGN | ||||||||||||
| 66 5TH AVENUE | NEW YORK | NY | 10011 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | |||||
| PROVIDENCE COLLEGE | ||||||||||||
| 1 CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| PURDUE UNIVERSITY | ||||||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| QUINNIPIAC UNIVERSITY | ||||||||||||
| 275 MT CARMEL AVE | HAMDEN | CT | 06518 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| REGIS COLLEGE | ||||||||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | N/A | PUBLIC | SCHOLARSHIPS | $2,500 | |||||
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | N/A | PUBLIC | SCHOLARSHIPS | $6,500 | |||||
| SKIDMORE COLLEGE | ||||||||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| STONEHILL COLLEGE | ||||||||||||
| 320 WASHINGTON STREET | NORTH EASTON | MA | 02357 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| SYRACUSE UNIVERSITY | ||||||||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | N/A | PUBLIC | SCHOLARSHIPS | $6,000 | |||||
| TEMPLE UNIVERSITY | ||||||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | N/A | PUBLIC | SCHOLARSHIPS | $8,500 | |||||
| TUFTS UNIVERSITY | ||||||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | N/A | PUBLIC | SCHOLARSHIPS | $5,500 | |||||
| UNIVERSITY OF ARIZONA | ||||||||||||
| 1200 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | N/A | PUBLIC | SCHOLARSHIPS | $2,000 | |||||
| UNIVERSITY OF CALIFORNIA AT LOS ANGELES | ||||||||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | N/A | PUBLIC | SCHOLARSHIPS | $3,750 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| UNIVERSITY OF CONNECTICUT | ||||||||||||
| 2131 HILLSIDE ROAD | STORRS | CT | 06269 | N/A | PUBLIC | SCHOLARSHIPS | $6,000 | |||||
| UNIVERSITY OF DELAWARE | ||||||||||||
| 210 SOUTH COLLEGE AVE | NEWARK | DE | 19716 | N/A | PUBLIC | SCHOLARSHIPS | $2,250 | |||||
| UNIVERSITY OF LOUISVILLE | ||||||||||||
| 2301 S 3RD STREET | LOUISVILLE | KY | 40292 | N/A | PUBLIC | SCHOLARSHIPS | $10,500 | |||||
| UNIVERSITY OF MAINE | ||||||||||||
| 168 COLLEGE AVE | ORONO | ME | 04469 | N/A | PUBLIC | SCHOLARSHIPS | $5,250 | |||||
| UNIVERSITY OF MARYLAND | ||||||||||||
| 8278 PAINT BRANCH DRIVE | BERWYN HEIGHTS | MD | 20740 | N/A | PUBLIC | SCHOLARSHIPS | $2,500 | |||||
| UNIVERSITY OF MASSACHUSETTS - AMHERST | ||||||||||||
| 120 TILLSON FARM ROAD | AMHERST | MA | 01003 | N/A | PUBLIC | SCHOLARSHIPS | $24,418 | |||||
| UNIVERSITY OF MASSACHUSETTS - BOSTON | ||||||||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | N/A | PUBLIC | SCHOLARSHIPS | $8,750 | |||||
| UNIVERSITY OF MASSACHUSETTS - DARTMOUTH | ||||||||||||
| 285 OLD WESTPORT ROAD | NORTH DARTMOUTH | MA | 02747 | N/A | PUBLIC | SCHOLARSHIPS | $9,757 | |||||
| UNIVERSITY OF MASSACHUSETTS - LOWELL | ||||||||||||
| 220 PAWTUCKET STREET | LOWELL | MA | 01854 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| UNIVERSITY OF MICHIGAN | ||||||||||||
| 101 N MAIN STREET | ANN ARBOR | MI | 48104 | N/A | PUBLIC | SCHOLARSHIPS | $6,500 | |||||
| UNIVERSITY OF TORONTO | ||||||||||||
| N/A | PUBLIC | SCHOLARSHIPS | $8,500 | 27 KINGS COLLEGE CIRCLE | TORONTO | ONTARIO | CA | M5S | ||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| PO BOX 400160 | CHARLOTTESVILLE | VA | 22904 | N/A | PUBLIC | SCHOLARSHIPS | $6,000 | |||||
| VANDERBILT UNIVERSITY | ||||||||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | N/A | PUBLIC | SCHOLARSHIPS | $5,250 | |||||
| WELLESLEY COLLEGE | ||||||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | N/A | PUBLIC | SCHOLARSHIPS | $2,250 | |||||
| WENTWORTH INSTITUTE OF TECHNOLOGY | ||||||||||||
| 550 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PUBLIC | SCHOLARSHIPS | $4,500 | |||||
| WESLEYAN UNIVERSITY | ||||||||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | N/A | PUBLIC | SCHOLARSHIPS | $3,000 | |||||
| WESTFIELD STATE UNIVERSITY | ||||||||||||
| 577 WESTERN AVENUE | WESTFIELD | MA | 01086 | N/A | PUBLIC | SCHOLARSHIPS | $2,000 | |||||
| WORCESTER POLYTECHNIC INSTITUTE | ||||||||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | N/A | PUBLIC | SCHOLARSHIPS | $8,292 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | N/A | PUBLIC | SCHOLARSHIPS | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $292,989 | 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 | $34 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,613 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $467,643 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $599,290 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $599,290 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $3,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,820 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $499,213 | EOYBookValueAmt |
| EOYFMV | $524,094 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $2,985,242 | EOYBookValueAmt |
| EOYFMV | $7,398,384 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $105,550 | LegalFeesAmt |
| Net Investment Income | $68,608 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,942 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $70 | $0 | $70 |
| MISC EXPENSES | $4,307 | $0 | $4,307 |
| WEBSITE FEES | $947 | $0 | $947 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $54,993 | Amt |
| Net Investment Income | $35,745 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,248 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $2,440 | $2,440 | $0 |
| EXCISE TAX | $5,223 | $0 | $0 |
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