STANLEY PARK OF WESTFIELD INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY PARK OF WESTFIELD INC (EIN 04-2131404)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-05
- IRS object ID
- 202111259349101716
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T13:18:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043393793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM O'BRIEN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 MAIN STREET - 15TH FL | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01103 | 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 | 042131404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STANLEY PARK OF WESTFIELD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 4135689312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1191 400 WESTERN AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A MORIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135689312 | PhoneNum |
| Signature | 2021-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | MORIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M O'BRIEN III CPA | PreparerPersonNm |
| PTIN | P00748085 | PTIN |
| Phone | 4137338288 | 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 | $21,914,743 | 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 | $894,789 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,688 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,688 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,688 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $87,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,826 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87,826 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,324,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,626 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $50,690 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $50,690 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,180,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,140 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $145,204 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $113,833 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $645,566 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,782 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $22,782 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $622,784 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,744 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,492 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,492 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,252 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $12,740 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,460 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $82,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,472 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,472 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $79,923 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $260,824 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $146 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $146 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $229,195 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,400,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $39,486 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $756,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,400,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $39,486 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $756,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$219,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,654 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $105,718 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,308,818 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,468,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,468,447 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $4,975 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $60,905 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $4,975 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $4,975 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,916 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,293 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,293 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,635,657 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,460,508 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,460,508 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,654,786 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,683,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,683,055 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $795,720 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,010,035 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,010,035 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,821,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,118,475 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,754,135 | LandBOYAmt |
| Land EOY | $3,703,061 | LandEOYAmt |
| Land EOYFMV | $12,858,951 | LandEOYFMVAmt |
| Other Assets BOY | $344,072 | OtherAssetsBOYAmt |
| Other Assets EOY | $410,479 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $410,479 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,557,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,758,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,914,743 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,897 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,286 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $9,298 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $13,964 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable EOY | $169,225 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $83,657 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $80,728 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $108,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $274,203 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,630,104 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,519,834 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,818,053 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $7,964,816 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,448,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,484,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,557,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,758,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,448,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$219,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $256,292 | OtherIncreasesAmt |
| Subtotal | $12,484,650 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,484,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| UBS ACCT #-7484 VARIOUS | P | $303,095 | $305,879 | -$2,784 | -$2,784 | |||
| UBS ACCT #-7484 VARIOUS | P | $312,795 | $169,580 | $143,215 | $143,215 | |||
| UBS ACCT #-7484 VARIOUS | P | $498,611 | $474,501 | $24,110 | $24,110 | |||
| UBS ACCT #-7484 VARIOUS | P | $442,907 | $389,464 | $53,443 | $53,443 | |||
| UBS ACCT #-0653 VARIOUS | P | $134,153 | $128,916 | $5,237 | $5,237 | |||
| UBS ACCT #-0653 VARIOUS | P | $390,942 | $372,899 | $18,043 | $18,043 | |||
| UBS ACCT #-5691 VARIOUS | P | $14,190 | $20,899 | -$6,709 | -$6,709 | |||
| UBS ACCT #-5691 VARIOUS | P | $121,654 | $104,390 | $17,264 | $17,264 | |||
| UBS ACCT #-7485 VARIOUS | P | $62,396 | $97,732 | -$35,336 | -$35,336 | |||
| UBS ACCT #-7485 VARIOUS | P | $432,734 | $394,841 | $37,893 | $37,893 | |||
| UBS ACCT #-7483 VARIOUS | P | $104,870 | $112,210 | -$7,340 | -$7,340 | |||
| UBS ACCT #-7483 VARIOUS | P | $498,677 | $612,537 | -$113,860 | -$113,860 | |||
| GOLF CART | P | $450 | $350 | $450 | $450 | 1999-12-05 | 2020-08-06 | $350 |
| 2004 FORD F250 PICKUP | P | $3,500 | $39,959 | $3,500 | $3,500 | 2003-10-21 | 2020-03-05 | $39,959 |
| FORD F-150 | P | $3,500 | $20,145 | $3,500 | $3,500 | 2009-08-31 | 2020-11-24 | $20,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,626 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22,822 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1972-07-17 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | Yes (1) | 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.STANLEYPARK.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT MCKEAN | IndividualWithBooksNm |
| Phone | 4135689312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WESTERN AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01086 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| ANGELA DEROUIN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK MORIN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | TREASURER | 1.00 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FREDERICK STECHER | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| W ROCKNE PALMER | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER WESTON | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WARD CASWELL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HAGAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL MARCHESE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONALD HUMASON | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LEVESQUE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT MCKEAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MANAGING DIRECTOR | 40.00 | $113,833 | $5,790 | $0 |
| JAY QUEENIN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA HERMAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVEN PIERCE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HARRY ROCK | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KARA HERMAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEATHER WITALISZ | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WAYNE MOUSSETTE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE SUPERVIS | 40.00 | $81,274 | $3,841 | $0 |
| PAUL KUCZYNSKI | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | GREENHOUSE COORDINAT | 40.00 | $70,146 | $10,675 | $0 |
| LISA GADREAULT | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | OFFICE SUPERVISOR | 40.00 | $69,051 | $10,311 | $0 |
| JOHN BRILL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE MECHANIC | 40.00 | $62,014 | $4,124 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 PEACHTREE ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 90326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $56,939 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO MAINTAIN A REFUGE OF PHYSICAL AND SPIRITUAL BEAUTY WHERE PEOPLE MAY ENJOY GARDENS, TRAILS, MUSIC, EDUCATIONAL, SPORTING, AND CULTURAL ACTIVITIES AND RETAIN WILDLIFE HABITAT. | Description1Txt |
| Expenses1 | $1,400,418 | 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 | $7,342,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,388,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,730,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,730,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,599,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $429,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $756,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $209,750 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $966,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $966,315 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-07-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $105,718 | CurrentYearAmt |
| Year1 | $206,582 | Year1Amt |
| Year2 | $181,722 | Year2Amt |
| Year3 | $186,205 | Year3Amt |
| Total | $680,227 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $89,860 | CurrentYearAmt |
| Year1 | $175,595 | Year1Amt |
| Year2 | $154,464 | Year2Amt |
| Year3 | $158,274 | Year3Amt |
| Total | $578,193 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $966,315 | CurrentYearAmt |
| Year1 | $1,179,732 | Year1Amt |
| Year2 | $1,028,649 | Year2Amt |
| Year3 | $734,067 | Year3Amt |
| Total | $3,908,763 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $966,315 | CurrentYearAmt |
| Year1 | $1,179,732 | Year1Amt |
| Year2 | $1,028,649 | Year2Amt |
| Year3 | $734,067 | Year3Amt |
| Total | $3,908,763 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $286,661 | CurrentYearAmt |
| Year1 | $273,145 | Year1Amt |
| Year2 | $268,048 | Year2Amt |
| Year3 | $260,707 | Year3Amt |
| Total | $1,088,561 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEDDING & PAVILION INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $47,713 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,688 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,826 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,626 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $285,830 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,830 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE BEVERIDGE FAMILY FOUNDATION | |||||||
| 1 | 3 UPLAND LN | WEST NEWBURY | MA | 01985 | $744,836 | Yes (X) | |
| WESTFIELD GAS & ELECTRIC | |||||||
| 2 | 100 ELM STREET | WESTFIELD | MA | 01085 | $21,075 | Yes (X) | |
| JOHN HANSEN | |||||||
| 3 | 55 OVERLOOK DRIVE | WESTFIELD | MA | 01085 | $20,000 | Yes (X) | |
| WESTFIELD BANK | |||||||
| 4 | 141 ELM STREET PO BOX 1626 | WESTFIELD | MA | 01085 | $15,000 | Yes (X) | |
| COMMUNITY FOUNDATION OF WESTERN MA | |||||||
| 5 | 333 BRIDGE STREET | SPRINGFIELD | MA | 01103 | $12,800 | Yes (X) | |
| SPECIALTY BOLTS & SCREW INC | |||||||
| 6 | 235 BOWLES ROAD | AGAWAM | MA | 01001 | $10,000 | Yes (X) | |
| ADVANCED MFG CO INC | |||||||
| 7 | 8 TURNPIKE INDUSTRIAL ROAD | WESTFIELD | MA | 01085 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | FIBER SERVICE | NoncashPropertyDesc |
| Fair Market Value | $21,075 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,200 | Amt |
| Net Investment Income | $12,740 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,740 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,460 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $1,010,035 | EOYBookValueAmt |
| EOYFMV | $1,010,035 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $3,948,945 | $3,948,945 |
| MUTUAL FUNDS | $734,110 | $734,110 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,460,508 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,460,508 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| PARK & LAND IMPROVEMENTS | $3,053,075 | $2,219,599 | $833,476 | $9,989,366 |
| BUILDINGS | $4,325,769 | $2,319,302 | $2,006,467 | $2,006,467 |
| EQUIPMENT & AMENITIES | $1,210,356 | $748,565 | $461,791 | $461,791 |
| VEHICLES & MACHINERY | $999,619 | $708,334 | $291,285 | $291,285 |
| OFFICE & TECHNOLOGY | $228,550 | $122,675 | $105,875 | $105,875 |
| CONSTRUCTION IN PROGRESS | $4,167 | $0 | $4,167 | $4,167 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTFIELD BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $169,225 | LoanOriginalAmt |
| Balance Due | $169,225 | BalanceDueAmt |
| Note | 2020-04 | NoteDt |
| Loan Maturity | 2022-04 | LoanMaturityDt |
| Interest | 100.000000000000 | InterestRt |
| Loan Purpose | PPP FUNDS | LoanPurposeTxt |
| Lender Consideration | PPP FUNDS | LenderConsiderationDesc |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RESTRICTED CASH FOR LONG TERM PURPOSES | $155,000 | $155,000 | $155,000 |
| MONEY MARKET FUNDS | $189,072 | $255,479 | $255,479 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $646 | $0 | $0 | $0 |
| PLANT MATERIAL | $4,268 | $0 | $0 | $0 |
| PARK EVENTS | $7,926 | $0 | $0 | $0 |
| MAINTENANCE GROUNDS | $16,140 | $0 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $2,154 | $0 | $0 | $0 |
| INSURANCE EXPENSE | $43,148 | $0 | $0 | $0 |
| MISCELLANEOUS | $5,250 | $0 | $0 | $0 |
| OFFICE EXPENSE | $7,176 | $0 | $0 | $0 |
| FUEL | $10,273 | $0 | $0 | $0 |
| UTILITIES | $79,191 | $0 | $0 | $0 |
| MAINTENANCE STRUCTURES | $3,532 | $0 | $0 | $0 |
| OUTSIDE SERVICES | $3,328 | $0 | $0 | $0 |
| MAINTENANCE EQUIPMENT | $30,382 | $0 | $0 | $0 |
| FUNDRAISING | $15,781 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| WEDDING & PAVILION INCOME | $47,713 | $47,713 |
| MISCELLANEOUS INCOME | $2,977 | $2,977 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $256,292 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $83,657 | BOYBookValueAmt |
| EOY Book Value | $80,728 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL | $82,395 | $2,472 | $2,472 | $79,923 |
| PROPERTY | $515 | $0 | $0 | $0 |