ADELARD A & VALEDA LEA ROY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ADELARD A & VALEDA LEA ROY FOUNDATION (EIN 04-6652923)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202101329349101215
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T11:49:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046652923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELARD AND VALEDA ROY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J PUZO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | PUZO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L TOUGAS EA MBA | PreparerPersonNm |
| PTIN | P01082429 | PTIN |
| Phone | 6172277940 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $11,555,049 | 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 | $5,417 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,417 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $322,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $322,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $609,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,075 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $336,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $336,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,825 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $925 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,757 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,881 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $198,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $893,886 | CashBOYAmt |
| Cash EOY | $852,383 | CashEOYAmt |
| Cash EOYFMV | $852,383 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,246,489 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,246,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,852,739 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,581,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,821,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,849,927 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,721,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,920,270 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,555,049 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,476,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,476,891 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $244,894 | RetainedEarningBOYAmt |
| Retained Earning EOY | $443,379 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,721,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,920,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,721,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,920,270 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,721,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $198,485 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,920,270 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,920,270 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS 2.3% | 2020-01-28 | 2020-11-18 | $200,000 | $200,000 | $0 | $0 | |
| FIRST MERCHANTS BK 2.25% | 2020-01-28 | 2020-09-30 | $400,000 | $400,000 | $0 | $0 | |
| VIATRIS INC | 1991-07-30 | 2020-11-17 | $9 | $1 | $8 | $8 | |
| CAPITAL GAINS DIVIDENDS | $9,067 | $9,067 | $9,067 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,075 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,295 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,295 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,295 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,240 | 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 | $7,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,945 | OverpaymentAmt |
| Applied To ES Tax | $2,945 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| REV DR NANCY S SMITH | ||||||||
| 2676 WAKEFIELD | WAKEFIELD | NH | 03872 | TRUSTEE | 2.50 | $15,000 | $0 | $0 |
| MICHAEL J PUZO | ||||||||
| 75 STATE STREET 16TH FLOOR | BOSTON | MA | 021091466 | TRUSTEE | 2.50 | $15,000 | $0 | $0 |
| ELIZABETH M FISHER | ||||||||
| 1865 SHILOH RANCH DRIVE | COLORADO SPRINGS | CO | 80908 | TRUSTEE | 1.00 | $7,500 | $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 |
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 | $10,329,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,718,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,718,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,557,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $527,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $527,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,295 | TotalTaxAmt |
| Distributable Before Adj | $523,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $523,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $523,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $101,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $523,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $71,486 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $71,486 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $71,486 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $71,486 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $350,479 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REV NANCY S SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1110 | AddressLine1Txt |
| City | SANBORNVILLE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03872 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM; 501(C)(3) STATUS SHOULD BE DOCUMENTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPT 30 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ELEANORE'S PROJECT INC | |||||||
| PO BOX 3541 | MISSOULA | MT | 59806 | NONE | PC | THE WHEELCHAIR PROJECT | $3,000 |
| FIRST UNITED BAPTIST CHURCH | |||||||
| 99 CHURCH STREET | LOWELL | MA | 01852 | NONE | PC | TECHNOLOGY FOR SECURE ACCESS FOR ONLINE SERVICES | $3,000 |
| CHAMELEON ARTS ENSEMBLE OF BOSTON | |||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | NONE | PC | VIRTUAL CHAMBER MUSIC SERIES, VIRTUAL SPRING EDUCATION PROGRAMS AND STUDENT WORKSHOPS | $1,500 |
| EVKIDS | |||||||
| 218 ADAMS STREET 220502 | DORCHESTER | MA | 02122 | NONE | PC | EV KIDS AFTER-SCHOOL AND COLLEGE SUCCESS PROGRAMS | $3,000 |
| SCHOOL ON WHEELS | |||||||
| 100 LAUREL STREET 121 | EAST BRIDGEWATER | MA | 02333 | NONE | PC | PATHWAYS TO STUDENT SUCCESS | $2,000 |
| GREAT BARRINGTON LAND CONSERVANCY | |||||||
| PO BOX 987 | GREAT BARRINGTON | MA | 01230 | NONE | PC | THE HOUSATONIC RIVER WALK | $500 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | YOUTH DEVELOPMENT PROGRAMMING | $2,000 |
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PC | FORESTS AND WILDLIFE PROGRAMS | $7,000 |
| SAVE THE BAY INC | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC | DISTANCE LEARNING STEM PROGRAMS FOR STUDENTS IN THE NARAGANSETT BAY WATERSHED | $2,500 |
| SHARE OUTREACH INC | |||||||
| ONE COLUMBUS AVENUE | MILFORD | NH | 03055 | NONE | PC | FREEZER PROJECT | $2,500 |
| COASTAL MOUNTAINS LAND TRUST | |||||||
| 101 MT BATTIE STREET | CAMDEN | ME | 04843 | NONE | PC | EDUCATION ABOUT LAND CONSERVATION IN THE 15 COMMUNITIES ALONG WESTERN PENOBSCOT BAY | $2,000 |
| SOCIETY FOR THE PROTECTION OF NH FORESTS | |||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | NONE | PC | TO PURCHASE 100 ACRES ON THE NORTHERN BOUNDARY OF MOOSE MOUNTAIN RESERVATION | $10,000 |
| VERMONT LAND TRUST | |||||||
| 8 BAILEY AVE | MONTPELIER | VT | 05602 | NONE | PC | FARMLAND FUTURES, INNOVATIVE LAND MANAGEMENT AND RESTORATION, AND COMMUNITY AND ECONOMIC DEVELOPMENT | $8,000 |
| DISCOVERY MUSEUM | |||||||
| 177 MAIN STREET | ACTON | MA | 01720 | NONE | PC | OPEN DOOR ACCESS PROGRAMS | $3,000 |
| ROGERSON COMMUNITIES | |||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | NONE | PC | MASONARY RESTIRATION AT PETER FANEUIL HOUSE | $6,000 |
| THE CHILDREN'S ROOM | |||||||
| 1210 MASS AVENUE | ARLINGTON | MA | 02476 | NONE | PC | GRIEF EDUCATION AND SUPPORT PROGRAMS | $3,000 |
| VERMONT NATURAL RESOURCES COUNCIL INC | |||||||
| 9 BAILEY AVENUE | MONTPELIER | VT | 05602 | NONE | PC | OUTREACH AND EDUCATION TO HELP COMPLY WITH ACT 171 | $4,000 |
| WOMEN'S LUNCH PLACE | |||||||
| PO BOX 170900 | BOSTON | MA | 02177 | NONE | PC | FOOD, HOUSING, JOB OPPORTUNITIES, AND HEALTH SERVICES FOR HOMELESS WOMEN | $4,000 |
| UNH COOPERATIVE EXTENSION | |||||||
| 131 MAIN STREET | DURHAM | NH | 03824 | NONE | PC | COASTAL CONSERVATION PROGRAM AND SAVING SPECIAL PLACES | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,000 | 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 | $5,417 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,075 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $336,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $336,542 | 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 | HEMENWAY & BARNES | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $925 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SHRS ABBOTT LABS | $65,059 | $328,470 |
| 3,000 SHRS ABBVIE INC COM | $70,550 | $321,450 |
| 13,000 SHRS AT&T INC | $191,241 | $373,880 |
| 7,000 SHRS BRISTOL MYERS SQUIBB CO | $91,935 | $434,210 |
| 3,500 SHRS CHEVRON CORP | $120,044 | $295,575 |
| 4,000 SHRS DUKE ENERGY CORP NEW | $138,017 | $366,240 |
| 3,070 SHRS ENBRIDGE INC CAD | $44,027 | $98,209 |
| 5,000 SHRS EXXON MOBIL CORP | $82,863 | $206,100 |
| 2,500 SHRS IDACORP INC | $72,363 | $240,075 |
| 2,000 SHRS INTEL CORP | $44,261 | $99,640 |
| 1,500 SHRS IBM | $63,255 | $188,820 |
| 4,000 SHRS JOHNSON & JOHNSON COM | $49,074 | $629,520 |
| 5,500 SHRS JPMORGAN CHASE & CO | $135,624 | $698,885 |
| 1,500 SHRS KIMBERLY CLARK CORP | $24,137 | $202,245 |
| 4,500 SHRS LILLY ELI & CO | $62,666 | $759,780 |
| 6,000 SHRS MERCK & CO INC NEW COM | $83,486 | $490,800 |
| 2,000 SHRS MICROSOFT CORP | $47,791 | $444,840 |
| 7,000 SHRS PFIZER INC | $44,169 | $257,670 |
| 3,200 SHRS PROCTER & GAMBLE CO | $36,935 | $445,248 |
| 6,000 SHRS ROYAL DUTCH SHELL PLC CL A | $147,270 | $210,840 |
| 1,500 SHARES STATE STREET CORP | $53,179 | $109,170 |
| 2,000 SHRS TRANSCANADA CORP | $65,491 | $81,440 |
| 5,000 SHRS UNILEVER NV N Y SHS | $64,959 | $301,800 |
| 8,000 SHRS VERIZON COMMUNICATIONS INC | $206,060 | $470,000 |
| 1,000 SHRS WALGREENS BOOTS ALLIANCE INC | $43,505 | $39,880 |
| 2,000 SHRS WALT DISNEY CO | $20,393 | $362,360 |
| 1,000 SHRS ZIMMER BIOMET HOLDINGS INC | $25,255 | $154,090 |
| 760 SHRS CORTEVA INC | $13,236 | $29,427 |
| 760 SHRS DOW INC | $25,849 | $42,180 |
| 760 SHRS DUPONT DE NEMOURS INC | $37,933 | $54,044 |
| 1794 SHRS EVERGY INC | $73,437 | $99,585 |
| 868 SHRS VIATRIS INC | $2,424 | $16,266 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 74,857.912 SHRS WELLS FARGO ABSOLUTE RETURN FUND CLASS A | AT COST | $845,205 | $790,500 |
| 61,496.350 SHRS UBS GLOBAL ALLOCATION FD CL A | AT COST | $775,163 | $856,029 |
| MORGAN STANLEY 1.70% FIXED RATE CD | AT COST | $201,031 | $203,398 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Legal Fees | $10,825 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,825 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2020 FEDERAL ESTIMATED TAX | $7,240 | $0 | $0 |
| FOREIGN TAXES | $7,881 | $7,881 | $0 |
| 2019 990-PF BALANCE DUE | $1,636 | $0 | $0 |
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