BETA

FELICIA M DELORENZO SCHOLARSHIP FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FELICIA M DELORENZO SCHOLARSHIP FOUNDATION INC (EIN 04-3557888)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-23
IRS object ID
202102359349101005
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-23T11:23:12-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042106505PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NUTTER MCCLENNEN & FISH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1SEAPORT WEST 155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022102604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043557888EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FELICIA M DELORENZO SCHOLARSHIPBusinessNameLine1Txt
Business Name Line2FOUNDATION INC #0741869BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFELIBusinessNameControlTxt
Phone6174392276PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1NUTTER MCCLENNEN FISH LLP POB 514AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOANN DELORENZO CRIMMINGSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6174392276PhoneNum
Signature2021-05-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOANNPersonFirstNm
Person LastDELORENZO CRIMMINGSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00567473PTIN
Phone6174392503PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,095,998FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,249InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,249InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$138,418DividendsRevAndExpnssAmt
Dividends Net Invst Incm$138,418DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$233,334NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,278,788GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$237,885CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$374,001TotalRevAndExpnssAmt
Total Net Invst Incm$378,552TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$60,750CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$39,487CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$21,263CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$103,407LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$67,215LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$36,192LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$47,626OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,957OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$16,669OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,651TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,651TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,709OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,709OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$218,143TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$140,310TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$77,833TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$341,535ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$341,535ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$559,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$140,310TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$419,368TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$185,677ExcessRevenueOverExpensesAmt
Net Investment Income$238,242NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$500CashBOYAmt
Cash EOY$770CashEOYAmt
Cash EOYFMV$770CashEOYFMVAmt
Sav And Temp Cash Invst BOY$544,586SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$415,299SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$415,299SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$179,861USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,217,570CorporateStockBOYAmt
Corporate Stock EOY$3,341,020CorporateStockEOYAmt
Corporate Stock EOYFMV$6,982,993CorporateStockEOYFMVAmt
Corporate Bonds BOY$649,339CorporateBondsBOYAmt
Corporate Bonds EOY$649,090CorporateBondsEOYAmt
Corporate Bonds EOYFMV$696,936CorporateBondsEOYFMVAmt
Total Assets BOY$4,591,856TotalAssetsBOYAmt
Total Assets EOY$4,406,179TotalAssetsEOYAmt
Total Assets EOYFMV$8,095,998TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,591,856RetainedEarningBOYAmt
Retained Earning EOY$4,406,179RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,591,856TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,406,179TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,591,856TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,406,179TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,591,856TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$185,677ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,406,179SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,406,179TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 WALT DISNEY COP2016-02-192020-03-24$96,888$95,099$1,789$1,789
2000 I-SHARES MSCI EAFE ETFP2017-08-142020-06-09$127,642$133,220-$5,578-$5,578
1100 I-SHARES MSCI EAFE ETFP2008-10-282020-06-09$70,203$43,307$26,896$26,896
1100 I-SHARES MSCI EAFE ETFP2009-12-182020-06-09$70,203$60,258$9,945$9,945
1000 I-SHARES MSCI EAFE ETFP2010-07-162020-06-09$63,821$47,910$15,911$15,911
1000 I-SHARES MSCI EAFE ETFP2010-05-252020-06-09$63,821$46,480$17,341$17,341
800 I-SHARES MSCI EAFE ETFP2016-02-192020-06-09$51,057$43,160$7,897$7,897
500 R/E SELECT SECTOR SPDR FUNDP2017-06-162020-03-24$13,495$16,235-$2,740-$2,740
278 R/E SELECT SECTOR SPDR FUNDP2016-05-242020-03-24$7,503$8,841-$1,338-$1,338
139 R/E SELECT SECTOR SPDR FUNDP2016-02-192020-03-24$3,752$3,951-$199-$199
83 R/E SELECT SECTOR SPDR FUNDP2016-12-192020-03-24$2,240$2,552-$312-$312
75000 FHLBP2009-07-232020-12-11$75,000$79,963-$4,963-$4,963
100000 US TREASURY NOTESP2018-11-072020-11-02$100,000$99,898$102$102
1000 DUNKIN BRANDS GROUP INCP2016-02-192020-10-28$101,022$43,109$57,913$57,913
50 ALPHABET INCP2009-05-052020-11-06$87,651$10,011$77,640$77,640
1000 CISCO SYSTEMS INCP2008-12-032020-11-06$37,279$15,880$21,399$21,399
1000 CISCO SYSTEMS INCP2010-06-292020-11-06$37,279$21,730$15,549$15,549
700 MCKESSON CORPP2017-11-102020-11-06$118,861$96,523$22,338$22,338
500 ROYAL DUTCH SHELL PLCP2019-12-202020-11-06$13,285$29,140-$15,855-$15,855
500 ROYAL DUTCH SHELL PLCP2015-01-232020-11-06$13,285$32,840-$19,555-$19,555
1000 FINANCIAL SELECT SECTOR SPDR FUNDP2016-02-192020-11-06$24,899$17,084$7,815$7,815
2000 FINANCIAL SELECT SECTOR SPDR FUNDP2016-05-242020-11-06$49,799$38,230$11,569$11,569
2000 FINANCIAL SELECT SECTOR SPDR FUNDP2018-02-092020-11-06$49,799$55,480-$5,681-$5,681
0.236 VIATRIS INCP2008-10-282020-12-03$4$2$2$2
FieldValueIRS element (for citing)
Capital Gain Net Income$237,885CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,312InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,312SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,312TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,408EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$800ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,208TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Overpayment$883OverpaymentAmt
Applied To ES Tax$883AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNUTTER MCCLENNEN FISH LLPIndividualWithBooksNm
Phone6174392000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1SEAPORT WEST 155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022102604ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES R DEGIACOMO
KIMBALL FARMS 235 WALKER STREET APT254LENOXMA01240TREASURER/DIRECTOR3.00$20,250$0$0
JOHN E FEDELE
17 WALPOLE STREETNORWOODMA02062CLERK/DIRECTOR3.00$20,250$0$0
JOANN DELORENZO CRIMMINGS
32 PLYMOUTH ROADNEEDHAMMA02492PREDIDENT/DIRECTOR3.00$20,250$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NUTTER MCCLENNEN & FISH LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT/LEGAL/TAX SERVICESServiceTypeTxt
Compensation$151,033CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,781,190AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$487,814AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,269,004TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,269,004AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109,035CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,159,969NetVlNoncharitableAssetsAmt
Minimum Investment Return$357,998MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$357,998MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,312TaxBasedOnInvestmentIncomeAmt
Total Tax$3,312TotalTaxAmt
Distributable Before Adj$354,686DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$354,686DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$354,686DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$419,368ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$419,368QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$419,368AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$354,686DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$75,231ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$116,190ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$191,421TotalExcessDistributionCyovAmt
Qualifying Distributions$419,368QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$354,686AppliedToCurrentYearAmt
Remaining Distri From Corpus$64,682RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$256,103TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$256,103ExcessDistriCyovToNextYrAmt
Excess From Year2$75,231ExcessFromYear2Amt
Excess From Year1$116,190ExcessFromYear1Amt
Excess From Current Year$64,682ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016N/APUBLICSCHOLARSHIPS$4,500
AMHERST COLLEGE
PO BOX 5000AMHERSTMA01002N/APUBLICSCHOLARSHIPS$2,000
BENTLY UNIVERSITY
175 FOREST STREETWALTHAMMA02452N/APUBLICSCHOLARSHIPS$7,500
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467N/APUBLICSCHOLARSHIPS$17,175
BOSTON UNIVERSITY
233 BAY STATE ROADBOSTONMA02215N/APUBLICSCHOLARSHIPS$8,800
BRANDEIS UNIVERSITY
415 SOUTH STREETWALTHAMMA02453N/APUBLICSCHOLARSHIPS$13,000
BRIDGEWATER STATE UNIVERSITY
131 SUMMER STREETBRIDGEWATERMA02324N/APUBLICSCHOLARSHIPS$6,000
BROWN UNIVERSITY
69 BROWN STREETPROVIDENCERI02912N/APUBLICSCHOLARSHIPS$1,000
BRYN MAWR COLLEGE
101 N MERION AVENUEBRYN MAWRPA19010N/APUBLICSCHOLARSHIPS$2,000
CLARK UNIVERSITY
950 MAIN STREETWORCESTERMA01610N/APUBLICSCHOLARSHIPS$2,500
COLLEGE OF THE HOLY CROSS
1 COLLEGE STREETWORCESTERMA01610N/APUBLICSCHOLARSHIPS$1,525
CORNELL UNIVERSITY
616 THURSTON AVEITHACANY14853N/APUBLICSCHOLARSHIPS$6,500
DARTMOUTH COLLEGE
6016 MCNUTT HALLDARTMOUTHNH03755N/APUBLICSCHOLARSHIPS$1,000
EMMANUEL COLLEGE
400 FENWAYBOSTONMA02115N/APUBLICSCHOLARSHIPS$5,050
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322N/APUBLICSCHOLARSHIPS$4,525
FAIRFIELD UNIVERSITY
1073 N BENSON ROADFAIRFIELDCT06824N/APUBLICSCHOLARSHIPS$2,500
FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD SFORT MYERSFL33965N/APUBLICSCHOLARSHIPS$18,000
GEORGETOWN UNIVERSITY
3700 O ST NWWASHINGTONDC20057N/APUBLICSCHOLARSHIPS$5,000
GORDON COLLEGE
255 GRAPEVINE ROADWENHAMMA01984N/APUBLICSCHOLARSHIPS$1,750
HARVARD UNIVERSITY
MASSACHUSETTS HALLCAMBRIDGEMA02138N/APUBLICSCHOLARSHIPS$1,000
HAVERFORD COLLEGE
370 LANCASTER AVEHAVERFORDPA19041N/APUBLICSCHOLARSHIPS$1,000
ITHACA COLLEGE
953 DANBY ROADITHACANY14850N/APUBLICSCHOLARSHIPS$7,500
MCGILL UNIVERSITY
N/APUBLICSCHOLARSHIPS$2,000845 SHERBROOKE ST WMONTREALQUEBECCAH3A 0G4
NORTH CAROLINA STATE UNIVERSITY
WOLFPACK ROADRALEIGHNC27695N/APUBLICSCHOLARSHIPS$1,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115N/APUBLICSCHOLARSHIPS$12,650
OLIN COLLEGE OF ENGINEERING
1000 OLIN WAYNEEDHAMMA02492N/APUBLICSCHOLARSHIPS$2,000
PITZER COLLEGE
1050 N MILLS AVECLAREMONTCA91711N/APUBLICSCHOLARSHIPS$1,000
PROVIDENCE COLLEGE
1 CUNNINGHAM SQUAREPROVIDENCERI02918N/APUBLICSCHOLARSHIPS$3,000
QUINNIPAC UNIVERSITY
275 MT CARMEL AVEHAMDENCT06518N/APUBLICSCHOLARSHIPS$2,525
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493N/APUBLICSCHOLARSHIPS$1,500
ROCHESTER INSTITUTE OF TECHNOLOGY
1 LOMB MEMORIAL DRIVEROCHESTERNY14623N/APUBLICSCHOLARSHIPS$1,500
SALVE REGINA UNIVERSITY
100 OCHRE POINT AVENEWPORTRI02840N/APUBLICSCHOLARSHIPS$2,525
SIMMONS UNIVERSITY
300 FENWAYBOSTONMA02115N/APUBLICSCHOLARSHIPS$3,000
SKIDMORE COLLEGE
815 N BROADWAYSARATOGA SPRINGSNY12866N/APUBLICSCHOLARSHIPS$1,000
SYRACUSE UNIVERSITY
900 SOUTH CROUSE AVESYRACUSENY13244N/APUBLICSCHOLARSHIPS$3,775
TEMPLE UNIVERSITY
1801 N BROAD STREETPHILADELPHIAPA19122N/APUBLICSCHOLARSHIPS$8,500
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155N/APUBLICSCHOLARSHIPS$1,000
UNION COLLEGE
807 UNION STREETSCHENECTADYNY12308N/APUBLICSCHOLARSHIPS$2,667
UNIVERSITY OF ARIZONA
1200 E UNIVERSITY BLVDTUCSONAZ85721N/APUBLICSCHOLARSHIPS$1,000
UNIVERSITY OF CALIFORNIA AT LOS ANGELES
405 HILGARD AVENUELOS ANGELESCA90095N/APUBLICSCHOLARSHIPS$1,750
UNIVERSITY OF DELAWARE
210 SOUTH COLLEGE AVENEWARKDE19716N/APUBLICSCHOLARSHIPS$3,750
UNIVERSITY OF LOUISVILLE
2301 S 3RD STREETLOUISVILLEKY40292N/APUBLICSCHOLARSHIPS$7,000
UNIVERSITY OF MAINE
168 COLLEGE AVEORONOME04469N/APUBLICSCHOLARSHIPS$3,500
UNIVERSITY OF MARYLAND
8278 PAINT BRANCH DRIVEBERWYN HEIGHTSMD20740N/APUBLICSCHOLARSHIPS$2,500
UNIVERSITY OF MASSACHUSETTS - AMHERST
120 TILLSON FARM ROADAMHERSTMA01003N/APUBLICSCHOLARSHIPS$46,543
UNIVERSITY OF MASSACHUSETTS - BOSTON
100 MORRISSEY BLVDBOSTONMA02125N/APUBLICSCHOLARSHIPS$8,500
UNIVERSITY OF MASSACHUSETTS - LOWELL
220 PAWTUCKET STREETLOWELLMA01854N/APUBLICSCHOLARSHIPS$16,750
UNIVERSITY OF MICHIGAN
101 N MAIN STREETANN ARBORMI48104N/APUBLICSCHOLARSHIPS$6,525
UNIVERSITY OF NEW HAMPSHIRE
105 MAIN STREETDURHAMNH03824N/APUBLICSCHOLARSHIPS$2,500
UNIVERSITY OF PENNSYLVANIA
3101 WALNUT STPHILADELPHIAPA19104N/APUBLICSCHOLARSHIPS$1,000
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREETCOLUMBIASC29208N/APUBLICSCHOLARSHIPS$1,500
UNIVERSITY OF TORONTO
N/APUBLICSCHOLARSHIPS$7,50027 KINGS COLLEGE CIRCLETORONTOONTARIOCAM5S
UNIVERSITY OF VERMONT
85 SOUTH PROSPECT STREETBURLINGTONVT05405N/APUBLICSCHOLARSHIPS$7,500
VANDERBILT UNIVERSITY
2201 WEST END AVENASHVILLETN37235N/APUBLICSCHOLARSHIPS$3,500
VASSAR COLLEGE
124 RAYMOND AVEPOUGHKEEPSIENY12604N/APUBLICSCHOLARSHIPS$1,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481N/APUBLICSCHOLARSHIPS$3,750
WENTWORTH INSTITUTE OF TECHNOLOGY
550 HUNTINGTON AVEBOSTONMA02115N/APUBLICSCHOLARSHIPS$18,000
WESLEYAN UNIVERSITY
45 WYLLYS AVEMIDDLETOWNCT06459N/APUBLICSCHOLARSHIPS$3,000
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE ROADWORCESTERMA01609N/APUBLICSCHOLARSHIPS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$341,535TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,249ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138,418ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$233,334ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$374,001ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$374,001TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$649,090EOYBookValueAmt
EOYFMV$696,936EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKStockNm
EOY Book Value$3,341,020EOYBookValueAmt
EOYFMV$6,982,993EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$103,407LegalFeesAmt
Net Investment Income$67,215NetInvestmentIncomeAmt
Disbursements Charitable Prps$36,192DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$85$0$85
MISC EXPENSES$3,000$0$3,000
WEBSITE FEES$624$0$624

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$47,626Amt
Net Investment Income$30,957NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,669DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$2,651Amt
Net Investment Income$2,651NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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