CONSTABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CONSTABLE FOUNDATION (EIN 04-3298114)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-17
- IRS object ID
- 202242909349100509
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T06:55:52-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043176574 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richardson & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Village Street | AddressLine1Txt |
| City | Medway | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02053 | 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 | 043298114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Constable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 5086501250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 97 Bullard Street | AddressLine1Txt |
| City | Sherborn | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amelia Yale Constable | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Amelia Yale | PersonFirstNm |
| Person Last | Constable | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven M Richardson | PreparerPersonNm |
| PTIN | P00329568 | PTIN |
| Phone | 5085336426 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $2,597,669 | 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 | $53,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,847 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $53,847 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,073 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,707 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $138,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,920 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,554 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,619 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,206 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,917 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,917 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $41,054 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,054 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $47,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,206 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,149 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,330 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,554 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,084 | CashBOYAmt |
| Cash EOY | $62,160 | CashEOYAmt |
| Cash EOYFMV | $62,160 | CashEOYFMVAmt |
| Other Investments BOY | $2,030,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,905,692 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,535,509 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,041,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,967,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,597,669 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,041,658 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,967,852 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,041,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,967,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,041,658 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,967,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,041,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $281,466 | OtherIncreasesAmt |
| Subtotal | $2,248,099 | SubtotalAmt |
| Other Decreases | $280,247 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,967,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS S/T COVERED | P | 2021-01-01 | 2021-12-31 | $45,414 | $36,707 | $8,707 | $8,707 |
| UBS L/T COVERED | P | 1995-01-01 | 2021-12-31 | $193,026 | $152,299 | $40,727 | $40,727 |
| SPDR GOLD SHARES | P | 1995-01-01 | 2021-12-31 | $66 | $66 | ||
| Capital Gain Dividends | $35,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,073 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,707 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,283 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,283 | SubtotalAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $599 | 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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 | Amelia Yale Constable | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086501250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 97 Bullard Street | AddressLine1Txt |
| City | Sherborn | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01770 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| Amelia Yale Constable | |||||||||
| 97 Bullard Street | Sherborn | MA | 017701436 | Trustee | 0.50 | $0 | |||
| Claire Constable | |||||||||
| Trustee | 0.25 | $0 | 68 Compagne Gardens | London | UK | ||||
| Isabel Dora Constable | |||||||||
| 408 Solano Drive NE | Albuquerque | NM | 87108 | Trustee | 0.25 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,514,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,565,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,565,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,527,223 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,283 | TotalTaxAmt |
| Distributable Before Adj | $125,078 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125,078 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $125,078 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,355 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $167,355 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,140 | UndistributedIncomePYAmt |
| Qualifying Distributions | $167,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,140 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,215 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $18,863 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 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 | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| MULTI SERVICE EATING DISORDERS ASSOC | ||||||||||
| 288 WALNUT STREET | NEWTON | MA | 02460 | NONE | N/A | OPERATING COSTS | $100 | |||
| AMERICAN BIRD CONSERVANCY | ||||||||||
| 4249 LOUDON AVE PO BOX 249 | THE PLAINS | VA | 20198 | NONE | N/A | OPERATING COSTS | $41,518 | |||
| STUDENT CONSERVATION ASSOC | ||||||||||
| 689 RIVER ROAD | CHARLESTOWN | NH | 03603 | NONE | N/A | OPERATING COSTS | $2,000 | |||
| SOUTHERN UTAH WILDERNESS ALLIANCE | ||||||||||
| 425 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | N/A | OPERATING COSTS | $500 | |||
| DOCTORS WITHOUT BORDERS | ||||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | N/A | OPERATING COSTS | $100 | |||
| FRIENDS OF CEDAR MESA | ||||||||||
| PO BOX 338 | BLUFF | UT | 84512 | NONE | N/A | OPERATING COSTS | $500 | |||
| UNIV OF ROCHESTER - BIOLOGY RESEARCH FD | ||||||||||
| 300 EAST RIVER ROAD | ROCHESTER | NY | 14637 | NONE | N/A | OPERATING COSTS | $14,800 | |||
| XERCES SOCIETY FOR INVERTEBRATE CON | ||||||||||
| PO BOX 97387 | WASHINGTON | DC | 20090 | NONE | N/A | OPERATING COSTS | $500 | |||
| CICHAZ USA | ||||||||||
| 3693 PREAKNESS CIRCLE | COLLEGE STATION | TX | 77845 | NONE | N/A | OPERATING COSTS | $500 | |||
| CONSERVATION INTERNATIONAL | ||||||||||
| 2011 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | N/A | OPERATING COSTS | $200 | |||
| WBUR 909 | ||||||||||
| 890 COMMONWEALTH AVENUE | BBOSTON | MA | 02215 | NONE | N/A | OPERATING COSTS | $100 | |||
| WGBH EDUCATIONAL FOUNDATION | ||||||||||
| ONE GUEST STREET | BRIGHTON | MA | 02135 | NONE | N/A | OPERATING COSTS | $100 | |||
| SOUTHSWEST HARBOR LIBRARY | ||||||||||
| 338 MAIN STREET | SOUTHWEST HARBOR | ME | 04679 | NONE | N/A | OPERATING COSTS | $100 | |||
| FRIENDS OF ACADIA | ||||||||||
| 43 COTTAGE STREET | BAR HARBOR | ME | 04609 | NONE | N/A | OPERATING COSTS | $100 | |||
| NEW MEXICO WILDERNESS ALLIANCE | ||||||||||
| PO BOX 25464 | ALBUQUERQUE | NM | 87125 | NONE | N/A | OPERATING COSTS | $2,000 | |||
| SIERRA CLUB FOUNDATION | ||||||||||
| 2215 LEAD AVE SE | ALBUQUERQUE | NM | 87106 | NONE | N/A | OPERATING COSTS | $1,000 | |||
| TRUSTEES OF RESERVATIONS | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NONE | N/A | OPERATING COSTS | $200 | |||
| NATIVE PLANT TRUST | ||||||||||
| 180 HEMENAY ROAD | FRAMINGHAM | MA | 01701 | NONE | N/A | OPERATING COSTS | $75 | |||
| FOUNDATION FIGHTING BLINDNESS | ||||||||||
| PO BOX 172179 | BALTIMORE | MD | 21298 | NONE | N/A | OPERATING COSTS | $1,000 | |||
| SUDBURY VALLEY TRUSEES | ||||||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 01776 | NONE | N/A | OPERATING COSTS | $40 | |||
| RE WILD | ||||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | NONE | N/A | OPERATING COSTS | $1,000 | |||
| KIDS DANCE OUTREACH | ||||||||||
| 456 N MERIDIAN STREET | INDIANAPOLIS | IN | 46244 | NONE | N/A | OPERATING COSTS | $1,000 | |||
| AMERICAN BIRD CONSERVANCY | ||||||||||
| 4249 LUODEN AVE PO BOX 249 | THE PLAINS | VA | 20198 | NONE | PF | OPERATING COSTS | $51,000 | |||
| ROSIES PLACE | ||||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PF | OPERTING COSTS | $100 | |||
| HEIFER INTERNATIONAL | ||||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PF | OPERATING COSTS | $100 | |||
| MASS AUDUBON SOCIETY | ||||||||||
| 208 SOUH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PF | OPERATING COSTS | $100 | |||
| COMMUNITY SERVINGS | ||||||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PF | OPERATING COSTS | $100 | |||
| Jerusalem Children and Community De | ||||||||||
| NONE | N/A | operating costs | $47,316 | PO Box 41742 | Addis Adaba | ET | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,149 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,847 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $85,073 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,847 | ExclusionAmt |
| Related Or Exempt Function Incm | $85,073 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,920 | TotalIncomeProducingActyAmt |
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 | PROFESSIONAL ACCOUNTING FEES | CategoryTxt |
| Amt | $4,825 | Amt |
| Net Investment Income | $3,619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,206 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Investment Holdings | Desc |
| Amt | $280,247 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ASSET MANAGEMENT FEES | $40,381 | $40,381 |
| BANK CHARGES | $57 | $57 |
| FOREIGN TAXES PAID | $511 | $511 |
| MASS PC 2019 AND 2020 | $105 | $105 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN | Desc |
| Amt | $281,466 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $1,917 | Amt |
| Net Investment Income | $1,917 | NetInvestmentIncomeAmt |
Comments