CONSTABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CONSTABLE FOUNDATION (EIN 04-3298114)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202103129349100305
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T04:49:21-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043176574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Richardson & Company PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1165 Village StreetAddressLine1Txt
CityMedwayCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02053ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043298114EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Constable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONSBusinessNameControlTxt
Phone5086501250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line197 Bullard StreetAddressLine1Txt
CitySherbornCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01770ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAmelia Yale ConstablePersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAmelia YalePersonFirstNm
Person LastConstablePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven M RichardsonPreparerPersonNm
PTINP00329568PTIN
Phone5085336426PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$2,390,728FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$52,034DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,034DividendsNetInvstIncmAmt
Dividends Adj Net Incm$52,034DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$36,162NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,140,945GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,162CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$4,928NetSTCapitalGainAdjNetIncmAmt
Other Income Net Invst Incm$336OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$88,196TotalRevAndExpnssAmt
Total Net Invst Incm$88,532TotalNetInvstIncmAmt
Total Adj Net Incm$56,962TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$10,920AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,190AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,010AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$31,260OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31,260OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$42,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,450TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,010TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$149,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$149,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$191,930TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,450TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$151,760TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$103,734ExcessRevenueOverExpensesAmt
Net Investment Income$49,082NetInvestmentIncomeAmt
Adjusted Net Income$56,962AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$207,482CashBOYAmt
Cash EOY$11,084CashEOYAmt
Cash EOYFMV$11,804CashEOYFMVAmt
Other Investments BOY$1,900,821OtherInvestmentsBOYAmt
Other Investments EOY$2,030,574OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,378,924OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,108,303TotalAssetsBOYAmt
Total Assets EOY$2,041,658TotalAssetsEOYAmt
Total Assets EOYFMV$2,390,728TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,108,303CapitalStockBOYAmt
Capital Stock EOY$2,041,658CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,108,303TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,041,658TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,108,303TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,041,658TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,108,303TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$103,734ExcessRevenueOverExpensesAmt
Other Increases$131,472OtherIncreasesAmt
Subtotal$2,136,041SubtotalAmt
Other Decreases$94,383OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,041,658TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS S/T COVEREDP2020-01-012020-12-31$24,826$24,834-$8-$8
UBS S/T NON-COVEREDP2020-01-012020-12-31$30,000$25,093$4,907$4,907
UBS LT COVEREDP1995-01-012020-12-31$665,345$718,071-$52,726-$52,726
UBS L/T NON-COVEREDP1995-01-012020-12-31$420,745$336,785$83,960$83,960
SPDR GOLD SHARESP2020-01-012020-12-31$29$29$29
FieldValueIRS element (for citing)
Capital Gain Net Income$36,162CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,928NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$682InvestmentIncomeExciseTaxAmt
Subtotal$682SubtotalAmt
Tax Based On Investment Income$682TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$696TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Amelia Yale ConstableBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086501250PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line197 Bullard StreetAddressLine1Txt
CitySherbornCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01770ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
Amelia Yale Constable
97 Bullard StreetSherbornMA017701436Trustee0.50$0
Claire Constable
Trustee0.25$068 Compagne GardensLondonUK
Isabel Dora Constable
408 Solano Drive NEAlbuquerqueNM87108Trustee0.25$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,110,853AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$131,927AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,242,780TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,242,780AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,642CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,209,138NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,457MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,457MinimumInvestmentReturnAmt
Tax Based On Investment Income$682TaxBasedOnInvestmentIncomeAmt
Total Tax$682TotalTaxAmt
Distributable Before Adj$109,775DistributableBeforeAdjAmt
Distributable Before Ded$109,775DistributableBeforeDedAmt
Distributable As Adjusted$109,775DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$151,760ExpensesAndContributionsAmt
Qualifying Distributions$151,760QualifyingDistributionsAmt
Adjusted Qualifying Distri$151,760AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,775DistributableAsAdjustedAmt
Undistributed Income PY$103,125UndistributedIncomePYAmt
Qualifying Distributions$151,760QualifyingDistributionsAmt
Applied To Year1$103,125AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,635AppliedToCurrentYearAmt
Undistributed Income CY$61,140UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
MULTI SERVICE EATING DISORDERS ASSOC
288 WALNUT STREETNEWTONMA02460NONEN/AOPERATING COSTS$1,000
SOUTHERN UTAH WILDERNESS ALLIANCE
425 EAST 100 SOUTHSALT LAKE CITYUT84111NONEN/AOPERATING COSTS$500
FRIENDS OF CEDAR MESA
PO BOX 338BLUFFUT84512NONEN/AOPERATING COSTS$250
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011NONEN/AOPERATING COSTS$1,000
XERCES SOCIETY FOR INVERTEBRATE CON
PO BOX 97387WASHINGTONDC20090NONEN/AOPERATING COSTS$500
CICHAZ USA
3693 PREAKNESS CIRCLECOLLEGE STATIONTX77845NONEN/AOPERATING COSTS$500
BLUE SPHERE FOUNDSEAL LEGACY
888 7TH AVENEW YORKNY10106NONEN/AOPERATING COSTS$500
GLOBAL WILDLIFE CONSERVATION
PO BOX 129AUSTINTX78768NONEN/AOPERATING COSTS$500
KUNM DEMOCRACY NOW
1 UNIVERSITY OF NEW MEXICOALBUQUERQUENM87131NONEN/AOPERATING COSTS$700
NEW MEXICO WILDERNESS ALLIANCE
142 TRUMAN STREET NEALBUQUERQUENM87108NONEN/AOPERATING COSTS$2,000
SIERRA CLUB FOUNDATION
2101 WEBSTER STREETOAKLANDCA94612NONEN/AOPERATING COSTS$1,000
WIKIMEDIA FOUNDATION
PO BOX 98204WASHINGTONDC20090NONEN/AOPERATING COSTS$500
PLANNED PARENTHOOD FEDERATION OF AM
PO BOX 97166WASHINGTONDC20090NONEN/AOPERATING COSTS$1,000
FOUNDATION FIGHTING BLINDNESS
PO BOX 172179BALTIMOREMD21298NONEN/AOPERATING COSTS$1,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREETNEW YORKNY10014NONEPFOPERATING COSTS$1,000
KIDS DANCE OUTREACH
456 N MERIDIAN STREETINDIANAPOLISIN46244NONEN/AOPERATING COSTS$1,000
NEW MEXICO PBS
1130 UNIVERSITY BLVDALBUQUERQUENM87102NONEN/AOPERATING COSTS$250
PARTNERS FOR CHANGE ETHOPIA
NONEN/AOPERATING COSTS$40,000Kings ParadeCambridgeCAMBRIDGEUKCB2 1SP
AMERICAN BIRD CONSERVANCY
4249 LUODEN AVE PO BOX 249THE PLAINSVA20198NONEPFOPERATING COSTS$65,950
RESTORE THE NORTH WOODS
47 GRANITEVILLE ROADWESTFORDMA01886NONEPFOPERATING COSTS$100
ROSIES PLACE
889 HARRISON AVENUEBOSTONMA02118NONEPFOPERTING COSTS$100
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202NONEPFOPERATING COSTS$200
MASS AUDUBON SOCIETY
208 SOUH GREAT ROADLINCOLNMA01773NONEPFOPERATING COSTS$100
COMMUNITY SERVINGS
179 AMORY STREETJAMAICA PLAINMA02130NONEPFOPERATING COSTS$100
Jerusalem Children and Community De
NONEN/Aoperating costs$30,000PO Box 41742Addis AdabaET
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$149,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,034ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$36,162RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$52,034ExclusionAmt
Related Or Exempt Function Incm$36,162RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,196TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL ACCOUNTING FEESCategoryTxt
Amt$10,920Amt
Net Investment Income$8,190NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,010DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescChange in Investment HoldingsDesc
Amt$94,383Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ASSET MANAGEMENT FEES$30,995$30,995
BANK CHARGES$230$230
MASS PC 2018$35$35

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINDesc
Amt$131,472Amt

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