EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-01-19
- IRS object ID
- 202100199349100110
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-19T17:18:46-06:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020664148 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKE & ASSOCIATES CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 LEDGEWOOD PL STE 200 | AddressLine1Txt |
| City | ROCKLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046002496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 6173473400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNARD BONN III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173473400 | PhoneNum |
| Signature | 2021-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BURKE CPA | PreparerPersonNm |
| PTIN | P00622871 | PTIN |
| Phone | 7817418887 | PhoneNum |
| Preparation | 2021-01-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $10,661,661 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,574 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $167,098 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $167,098 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,848,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,151,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,848,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,188,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,177,761 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,094 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,094 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,123 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,900 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,751 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,025 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,025 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,549 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $174,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,368 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $507,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $433,368 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,681,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,129,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $615,590 | CashBOYAmt |
| Cash EOY | $774,430 | CashEOYAmt |
| Cash EOYFMV | $774,430 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,128,555 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,202,307 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,202,307 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,938,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,642,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,642,453 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $930,339 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,214,473 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,214,473 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $510,866 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $827,998 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $827,998 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,024 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,024 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $10,124,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,661,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,661,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,624,137 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,161,661 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,124,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,661,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,124,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,661,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,124,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,681,137 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,805,274 | SubtotalAmt |
| Other Decreases | $1,143,613 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,661,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY INVESTMENT ACCOUNT XX9220 -LT SALE | P | 2020-07-31 | $423,999 | $406,263 | $17,736 | $17,736 |
| MORGAN STANLEY INVESTMENT ACCOUNT XX9220 -ST SALE | P | 2020-07-31 | $999,290 | $979,943 | $19,347 | $19,347 |
| MORGAN STANLEY INVESTMENT ACCOUNT XX7616 -LT SALE | P | 2020-07-31 | $3,149,545 | $1,542,909 | $1,606,636 | $1,606,636 |
| MORGAN STANLEY INVESTMENT ACCOUNT XX7616 -ST SALE | P | 2020-07-31 | $1,276,560 | $1,243,054 | $33,506 | $33,506 |
| MORGAN STANLEY INVESTMENT ACCOUNT XX1220 -LT SALE | P | 2020-07-31 | $667,466 | $544,269 | $123,197 | $123,197 |
| MORGAN STANLEY INVESTMENT ACCOUNT XX1220 -ST SALE | P | 2020-07-31 | $634,312 | $586,108 | $48,204 | $48,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,848,626 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $464,015 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,519,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048741 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $502,022 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,362,419 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053621 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $473,032 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,823,023 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053613 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $360,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,403,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042870 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $358,141 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,902,817 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040228 | DistributionYr5Rt |
| Total Distribution | 0.239073 | TotalDistributionRt |
| Average Distribution | 0.047815 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,989,232 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $477,635 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,298 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $498,933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $433,368 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $34,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $47 | EsPenaltyAmt |
| Overpayment | $3,058 | OverpaymentAmt |
| Applied To ES Tax | $3,058 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EDWARDSFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDSFUNDORG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177373400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH STREET SUITE 603 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BERNARD BONN III | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARGARET FLANAGAN | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| TIMOTHY BLANK | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| KATHRYN OSMOND | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | DIRECTOR | 30.00 | $65,094 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT SCHOLARSHIPS TO COLLEGE STUDENTS | Description1Txt |
| Expenses1 | $333,000 | Expenses1Amt |
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 | $9,362,192 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $779,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,141,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,141,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,989,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $499,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $499,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,595 | TotalTaxAmt |
| Distributable Before Adj | $456,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $456,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $456,867 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $433,368 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $433,368 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $433,368 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $456,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $36,801 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,173 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,974 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $433,368 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $433,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,499 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,499 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,475 | 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 | $32,475 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,302 | ExcessFromYear2Amt |
| Excess From Year1 | $19,173 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARDS SCHOLARSHIP FUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH STREET SUITE 603 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6176548628 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MADE THROUGH FUND'S WEBSITE; WWW.EDWARDSFUND.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1ST FOR FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | STUDENTS' FAMILY HAS TO RESIDE IN BOSTON SINCE BEGINNING OF STUDENTS' JUNIOR YEAR IN HIGH SCHOOL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STEPHANIE WU | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,500 |
| AMY WONG | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ANGELA WONG | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ANGELYN ZUNIGA-ALEMAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ANH HONG | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ANH LE | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ANNA GALLAGHER | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| BRENDAN MCINTOSH | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| BRIAN HARRINGTON | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| CARLOS ACWVEDO | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| CAROLYN SEARLES | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| CHLOE SIQI WU | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| CHRISLEEN HERARD | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| AMIRNA NUNEZ | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| CHRISTINE YU | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| DAVID IZZO | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| DAVID MENDOZA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| DYLAN DAGG-CHALMERS | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KORRIE MCINTYRE | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KENDALL MILLS | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ADAM WERTHEIMER | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| STEEVEN CAJUSTE | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ROMELLO MITCHELL | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| RONGRONG HUANG | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ROSALY CRUZ | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| SARA RUKAVINA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| SHANNON MCINTOSH | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| CONNOR BLOUNT | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| SIDNEY SARFO | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| AMANDA FRANGIEH | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| AHMAD MIMS | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| JOHN SILVEIRA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| FALIANNE FORGES | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| FARIDAT DANGBE | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| FRANCOISE CATTANEO | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| HALIMO ALI | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| HANNA HUI | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| JAKE MOY | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| JENNIFER CARBONEL ESTEPAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| JENNIFLORE BEAUBRUN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| JOHANNA BREEDEN-STEVENS | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| JOHN WANG | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| LESLIE GARCIA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ALLEXANDRYA DAWN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| JUSTIN GONZALEZ | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KARVENS FELIX | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KATRINA ROJAS | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| WINNIE YU | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KENDY OCCEAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KESANET TESFAZION | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KEVIN PINA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KEVIN YU | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KIANNA YOUNG | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ESTEBAN ENRIQUE | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ERIKA SCHEER-MAYER | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ERIC DANG | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ELIJAH MIRANDA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| KARINA FERZOCO | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| ZACHARY DIEUJUSTE | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| SOLANNY PEGUERO | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| STEPHEN SAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| VICTOR CHEN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| WENDI GJATA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| AMANDA SU | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CHRISTINE TRAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JULIANAH ADUBI | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| NYANJA HANEY | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CONOR KELLY | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ISAIAH JEAN- FONTAINE | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| IMAN HUSSAIN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ILANNYSH RODRIGUEZ | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| HUBERT GALAN JR | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ORIANA HEREDIA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| VANESSA BARBOSA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| NY HO | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| GAR WAI MAI | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| PALOMA OKUNBOR | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| PATRICK KELLY | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| RE-NIYAH BEMBERY | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| NATALIE CHAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| NAOD ZACHARIAS | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JOHN BRADLEY | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| MICHEL-ANGE MORAVIA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| DEJANEE MILLER | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| SHROUK ELSAYED | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CRISTIAN ROBY | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| LIAM RIMAS | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| HALIMA HUSSEIN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| SONNY DIEP | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| SIMEON LLOYD-WINGARD | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JAYCEE BULLOCK | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| OSARUME IDAHOR | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| TERRY MOY | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| THERESE OHMAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| TINA HUANG | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| TRUDY HOANG | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| VANESSA MCKENZIE | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| WILLIAM TRAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| WILSON TRAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| LINNETTE PERALTA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| QIANQI GUAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MARIECLAIRE OHMAN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| BERGELINE HILAIRE | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| LISA PHAM | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MADISON WILSON | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MICHAEL LIN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MICHAEL MCINTOSH | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MADYSEN DELOSH | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MELVIN NGUYEN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MAKAYLA QUIRK | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| NATANEL ERVIN | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MAYNUN MOHAMED | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MELISSA PETIT-HOMME | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| MELEY KELATI | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| KAMRYN BOSWELL | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| BRIGHT IGBINOSA | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| LUC CHARLES | ||||||
| 89 SOUTH ST SUITE 603 | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,000 | 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 | $167,098 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,848,626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,177,761 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,177,761 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST FROM MONEY MARKET FUND |
| 4 | INTEREST AND DIVIDENDS FROM STOCKS AND BONDS |
| 8 | GAIN ON THE SALES OF VARIOUS SECURITIES |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MSSB | ||||||
| 1 | 1300 THOMAS ST WHARF 4TH FL | BALTIMORE | MD | 21231 | $5,000 | Yes (X) |
| LISA FABIANO | ||||||
| 2 | 21 BEATTY STREET | CANTON | MA | 02021 | $1,200 | Yes (X) |
| FERNANDO J GUTIERREZ | ||||||
| 3 | 2621 RAINBOW GLEN DR | NEWHALL | CA | 91321 | $3,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICES FEES | CategoryTxt |
| Amt | $17,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,214,473 | EOYBookValueAmt |
| EOYFMV | $1,214,473 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,642,453 | EOYBookValueAmt |
| EOYFMV | $6,642,453 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,202,307 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,202,307 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $815,005 | $815,005 |
| ACCRUED INVESTMENT INTEREST | AT COST | $12,993 | $12,993 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $11,123 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,900 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON SECURITIES | $1,127,257 |
| FEDERAL INCOME TAX | $16,356 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $12,360 | $0 | $0 |
| INTERNET AND DATA STORAGE | $7,434 | $0 | $5,368 |
| PAYROLL SERVICE FEES | $2,979 | $0 | $0 |
| INSURANCE | $2,641 | $0 | $185 |
| TELEPHONE | $1,433 | $0 | $1,433 |
| POSTAGE | $563 | $0 | $563 |
| DUES AND SUBSCRIPTIONS | $295 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANELY (SMITH BARNEY) | CategoryTxt |
| Amt | $47,751 | Amt |
| Net Investment Income | $47,751 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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