JD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JD FOUNDATION (EIN 04-6932404)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202111279349102161
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T15:01:33-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460706957 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cutler Surabian PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 BROADWAY SUITE 102 | AddressLine1Txt |
| City | LYNNFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01940 | 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 | 046932404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JD FOUNDATION UA DTD 11302000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JDFO | BusinessNameControlTxt |
| Phone | 9782504729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 CARTER DRIVE | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS C MCINERNEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENNIS C | PersonFirstNm |
| Person Last | MCINERNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J SURABIAN CPA | PreparerPersonNm |
| PTIN | P00173542 | PTIN |
| Phone | 7815846933 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $399,537 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,172 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$51,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,175 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | -$100 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,140 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,097 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,097 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $61,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $189,500 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $117,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,787 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $186,940 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $785 | OtherAssetsBOYAmt |
| Other Assets EOY | $790 | OtherAssetsEOYAmt |
| Total Assets BOY | $195,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $399,537 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $61,893 | DeferredRevenueEOYAmt |
| Total Liabilities EOY | $61,893 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $195,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $132,996 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $195,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $195,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $195,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,838 | ExcessRevenueOverExpensesAmt |
| Subtotal | $132,996 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $132,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 35 CALL NUANCE COMM INC 02/21/2020 19.00 | P | 2020-02-24 | 2020-02-24 | $1,552 | $14,723 | -$13,171 | -$13,171 |
| 35 CALL NUANCE COMM INC 07/17/2020 20.00 | P | 2020-07-20 | 2020-07-20 | $13,317 | $19,455 | -$6,138 | -$6,138 |
| 9 CALL NUANCE COMM 12/18/2020 21.00 | P | 2020-12-21 | 2020-12-21 | $4,990 | $20,076 | -$15,086 | -$15,086 |
| 9 CALL NUANCE COMM INC 05/17/19 18.00 | P | 2020-12-21 | 2020-12-21 | $4,990 | $20,076 | -$15,086 | -$15,086 |
| 9 CALL NUANCE COMM 12/18/2020 21.00 | P | 2020-12-21 | 2020-12-21 | $4,990 | $20,076 | -$15,086 | -$15,086 |
| 500 NUANCE COMMUN INC. | P | 2011-04-18 | 2020-12-09 | $13,333 | $8,222 | $5,111 | $5,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,456 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30 | SubtotalAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $30 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH A KLOC-TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9782504729 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 CARTER DRIVE | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JUDITH A KLOC | ||||||
| 21 CARTER DRIVE | CHELMSFORD | MA | 01824 | TRUSTEE | 0.00 | $0 |
| DENNIS C MCINERNEY | ||||||
| 21 CARTER DRIVE | CHELMSFORD | MA | 01824 | TRUSTEE | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $255,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $272,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $272,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $268,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $13,376 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,376 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,376 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,384 | UndistributedIncomePYAmt |
| Qualifying Distributions | $10,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,384 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,116 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,260 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDITH A KLOC | ContributingManagerNm |
| Contributing Manager | DENNIS C MCINERNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENTLEY UNIVERSITY | |||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC | GENERAL PURPOSES | $200 |
| UNIVERSITY OF NOTRE DAME | |||||||
| PO BOX 802275 | CHICAGO | IL | 60680 | NONE | PUBLIC | GENERAL PURPOSES | $200 |
| THE FOUNDATION FIGHTING BLINDNESS | |||||||
| 6925 OAKLAND MILLS RD NO 701 | BALTIMORE | MD | 21045 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| THE BOSTON POPS FUND | |||||||
| SYMPHONY HALL PO BOX 845312 | BOSTON | MA | 02284 | NONE | PUBLIC | GENERAL PURPOSES | $100 |
| THE CATHOLIC APPEAL 2020 | |||||||
| ARCHDIOCESE OF BOSTON BOX 9226 | CHELSEA | MA | 02150 | NONE | PUBLIC | GENERAL PURPOSES | $200 |
| THE SALVATION ARMY | |||||||
| C/O LOWELL CORPS POBOX 1297 | LOWELL | MA | 01853 | NONE | PUBLIC | GENERAL PURPOSES | $2,100 |
| NIAGRA UNIVERSITY | |||||||
| BUTLER BUILDING | NIAGRA UNIVERSITY | NY | 14109 | NONE | PUBLIC | GENERAL PURPOSES | $200 |
| BETA GAMMA SIGMA | |||||||
| PO BOX 2569 | MARYLAND HEIGHTS | MO | 63043 | NONE | PUBLIC | GENERAL PURPOSES | $100 |
| FOCUS | |||||||
| PO BOX 33656 | DENVER | CO | 80233 | NONE | PUBLIC | GENERAL PURPOSES | $200 |
| HOUSE OF HOPE INC | |||||||
| 812 MERRIMACK STREET | LOWELL | MA | 01854 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| THE CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | PUBLIC | GENERAL PURPOSES | $200 |
| THE JIMMY FUNDDANA-FARBER CANCER IN | |||||||
| PO BOX 970025 | BOSTON | MA | 02297 | NONE | PUBLIC | GENERAL PURPOSES | $100 |
| MORGAN MEMORIALGOODWILL INDUSTRIES | |||||||
| PO BOX 55009 | BOSTON | MA | 02205 | NONE | PUBLIC | GENERAL PURPOSES | $200 |
| CATHOLICTV | |||||||
| P O Box 9196 | Watertown | MA | 02471 | NONE | PUBLIC | GENERAL PURPOSES | $1,500 |
| LAZARUS HOUSE MINISTRIES | |||||||
| P O Box 408 | Lawrence | MA | 01842 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 3366 | BOSTON | MA | 02241 | NONE | PUBLIC | GENERAL PURPOSE | $200 |
| THE WISH PROJECT | |||||||
| PO BOX 8693 | LOWELL | MA | 01853 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| THE WOODSEN CENTER | |||||||
| 1625 K ST NW SUITE 410 | WASHINGTON | DC | 20006 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| THE PROBLEM PREGNANCY OF WORCESTER | |||||||
| PO BOX 7422 | WORCESTER | MA | 01605 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| VISITATION HOUSE INC | |||||||
| PO BOX 60115 | WORCESTER | MA | 01606 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$59,456 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$56,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$56,281 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JUDITH KLOC DENNIS MCINERNEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 CARTER DRIVE | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUTLER SURABIAN PC-TAX PREP | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 370 SHS CORNING, INC | $597 | $13,320 |
| 3,000 SHS NUANCE COMMUNICATIONS | $44,596 | $132,270 |
| 437 SHS CERENCE INC | $8,022 | $43,910 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 500 SHS SPDR S&P 500 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $117,787 | BookValueAmt |
| EOYFMV | $186,940 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividend Receivable | Desc |
| BOY Book Value | $785 | BOYBookValueAmt |
| EOY Book Value | $790 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVER/SHORT DONATIONS | Desc |
| Revenue And Expenses Per Books | -$100 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| COMMONWEALTH OF MA | $35 | $35 |
| FEDERAL TAXES | $122 |
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