STODDARD CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STODDARD CHARITABLE TRUST (EIN 04-6023791)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202113129349100891
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T09:22:03-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042628601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLETCHER TILTON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN ST 11TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016081779 | 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 | 046023791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STODDARD CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOD | BusinessNameControlTxt |
| Phone | 5084598000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARNER S FLETCHER | PersonNm |
| Person Title | CHAIRMAN/TTEE | PersonTitleTxt |
| Signature | 2021-11-08 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARNER S | PersonFirstNm |
| Person Last | FLETCHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA ZDONCZYK EA | PreparerPersonNm |
| PTIN | P00178350 | PTIN |
| Phone | 5084598000 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
| 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 | $105,715,930 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,617,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,539,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,044,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,717,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,044,151 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$61,201 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$183,752 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,599,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,399,864 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $610,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $305,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $305,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,736 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $36,189 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $36,189 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $34,995 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,995 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $223,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,034 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $976,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $528,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $309,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,457,168 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,457,168 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,433,405 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $528,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,766,202 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$833,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,871,323 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,621,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,982,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,982,036 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,495,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,065,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $85,503,293 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $19,289,069 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,524,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,230,601 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,405,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,572,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,715,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $52,405,525 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,572,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,405,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,572,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,405,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,572,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,405,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$833,417 | ExcessRevenueOverExpensesAmt |
| Subtotal | $51,572,108 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $51,572,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FTW & CO | P | $440,959 | $706,745 | -$265,786 | -$265,786 |
| FTW & CO | P | $1,062,561 | $2,155,735 | -$1,093,174 | -$1,093,174 |
| FTW & CO | P | $3,936,480 | $1,451,793 | $2,484,687 | $2,484,687 |
| PARTNERSHIP K-1 SEC 1231 | P | $1,705 | -$1,705 | -$1,705 | |
| PARTNERSHIP K-1 | P | $3,807 | -$3,807 | -$3,807 | |
| MORGAN STANLEY | P | $11,784,299 | $11,353,924 | $430,375 | $430,375 |
| PARTNERSHIP K-1 | P | $4,727 | $4,727 | $4,727 | |
| PARTNERSHIP K-1 S/T | P | $132,353 | $132,353 | $132,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,044,151 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,687,670 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,811 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $53,811 | SubtotalAmt |
| Tax Based On Investment Income | $53,811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,595 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $75,595 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,784 | OverpaymentAmt |
| Applied To ES Tax | $21,784 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Individual With Books | WARNER S FLETCHER | IndividualWithBooksNm |
| Phone | 5084598000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| WARNER S FLETCHER | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | CHAIRMAN/TTE | 10.00 | $0 | $0 | $0 |
| ALLEN W FLETCHER | ||||||||
| 4 ASH STREET | WORCESTER | MA | 01604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH S KING | ||||||||
| 140 MAIN STREET BOX 448 | SOUTHBORO | MA | 01772 | TREAS/TTEE | 1.00 | $0 | $0 | $0 |
| VALERIE S LORING | ||||||||
| 4 SCHOLAR ROAD | FALMOUTH | ME | 04105 | SEC/TTEE | 1.00 | $0 | $0 | $0 |
| JUSTIN L FLETCHER | ||||||||
| 3 KEELER FARM WAY | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER PARADEE | ||||||||
| 8 WALKER ROAD | KENNEBUNK | ME | 04043 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MEGAN FLETCHER | ||||||||
| 1689 NOE STREET | SAN FRANCISO | CA | 94131 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT LORING | ||||||||
| 12 OLD BROOK DRIVE | WORCESTER | MA | 01609 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLETCHER TILTON PC | |||||
| 370 MAIN ST 12TH FLOOR | WORCESTER | MA | 01608 | TRUST & ACCOUNT | $610,000 |
| NIXON PEABODY | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | CUSTODIAL FEES | $71,736 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $87,624,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,602,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,227,116 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $90,227,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,353,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,873,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,443,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,443,685 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,811 | TotalTaxAmt |
| Distributable Before Adj | $4,389,874 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,389,874 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,389,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,766,202 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,766,202 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,766,202 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,389,874 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $151,373 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $845,633 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $207,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,870 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,488,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,766,202 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,389,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $376,328 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,864,582 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $151,373 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,713,209 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $845,633 | ExcessFromYear4Amt |
| Excess From Year3 | $100,789 | ExcessFromYear3Amt |
| Excess From Year2 | $207,589 | ExcessFromYear2Amt |
| Excess From Year1 | $182,870 | ExcessFromYear1Amt |
| Excess From Current Year | $376,328 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARNER S FLETCHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN ST 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5084598000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MADE BY LETTER, ORIGINAL PLUS (7)COPIES SIGNED BY THE PRESIDENT OR EXECUTIVE DIRECTOR, AND NARRATIVE STYLE PROPOSAL, PLUS (1) ONE COPY OF IRS LETTER, ORGANIZATION'S OPERATIONAL AND PROGRAM BUDGET, MOST RECENT FINANCIAL STATEMENT, TRUSTEE LIST, PLUS ANYTHING ELSE THE APPLICANT FEELS WOULD GIVE THE TRUSTEES A BETTER FEEL/SENSE OF THE APPLICANT AND/OR PROJECT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MEETING SCHEDULES ARE APRIL, JUNE, SEPTEMBER, AND DECEMBER. APPLICATIONS SHOULD BE RECEIVED BY THE 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTMAKING FOCUS ARE CAPITAL NEEDS, WITH SOME (MOSTLY HISTORICAL/GRANDFATHERED)OPERATIONAL SUPPORT; PRIVATE NON-PROFITS (501(C)(3)); GENERALLY NO CHURCHES OR SIMILAR RELIGIOUS ORGANIZATIONS, PUBLIC ENTITIES, OR SPONSORSHIPS; PRIMARILY IN THE CITY OF WORCESTER. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AGSF INC ARTISTS GROUP | |||||||||
| 380 HARLOW STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | SC GRANT - ALLEN FLETCHER | $5,000 | ||
| ANGELS - NET FOUNDATION INC | |||||||||
| 360 WEST BOYLSTON ST | WEST BOYLSTON | MA | 01583 | NONE | PUBLIC | SUPPORT PURCHASE OF VAN | $10,000 | 2ND FLOOR SUITE 213 | |
| AMERICAN ANTIQUARIAN SOCIETY | |||||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | CAPITAL CAMPAIGN | $200,000 | ||
| APPALACHIAN MOUNTAIN CLUB | |||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PUBLIC | SUPPORT YOUTH OPPORTUNITIES PROGRAM | $10,000 | ||
| AMERICAN RED CROSS OF CENTRAL MASSA | |||||||||
| 2000 CENTURY DRIVE | WORCESTER | MA | 01606 | NONE | PUBLIC | SUPPORT CORE PROGRAMMING | $25,000 | ||
| AUDIO JOURNAL | |||||||||
| 799 WEST BOYLSTON STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | SC GRANT JUDITH KING | $2,500 | ||
| BANCROFT SCHOOL | |||||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | PUBLIC | SC GRANT ROBERT LORING | $2,500 | ||
| BECKER COLLEGE | |||||||||
| 61 SEVER STREET | WORCESTER | MA | 01615 | NONE | PUBLIC | TOWARD NEW NURSING SIMULATIONS | $50,000 | ||
| BOTTOM LINE | |||||||||
| 500 ARMORY STREET SUITE | BOSTON | MA | 02130 | NONE | PUBLIC | SUPPORT THE WORCESTER PROGRAM | $5,000 | ||
| BOTTOM LINE | |||||||||
| 500 ARMORY STREET SUITE | BOSTON | MA | 02130 | NONE | PUBLIC | SC GRANT - JEN PARADEE | $3,000 | ||
| BRIARWOOD CONTINUING CARE COMMUNITY | |||||||||
| 65 BRIARWOOD CIRCLE | WORCESTER | MA | 01606 | NONE | PUBLIC | SC GRANT ROBERT LORING | $2,500 | ||
| CAPE ABILITIES | |||||||||
| 895 MARY DUNN ROAD | HYANNIS | MA | 02601 | NONE | PUBLIC | SANTA CLAUS GRANT (BETH) | $4,000 | ||
| CASA PROJECT INC (THE) | |||||||||
| 100 GROVE STREET | WORCESTER | MA | 016052608 | NONE | PUBLIC | SUPPORT THE CHILD COURT ADVOCACY PRO | $20,000 | ||
| CASA PROJECT INC (THE) | |||||||||
| 100 GROVE STREET | WORCESTER | MA | 016052608 | NONE | PUBLIC | SANTA CLAUS GRANT (JUSTIN) | $5,000 | ||
| CASA PROJECT INC (THE) | |||||||||
| 100 GROVE ST | WORCESTER | MA | 016052608 | NONE | PUBLIC | SC GRANT JEN PARADEE | $4,000 | ||
| BRICK STORE MUSEUM | |||||||||
| 117 MAIN ST | KENNEBUNK | ME | 04043 | NONE | PUBLIC | SC GRANT -JUDITH KING | $2,500 | ||
| CENTRO INC | |||||||||
| 11 SYCAMORE STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SUPPORT REDEVELOPMENT MAIN SOUTH | $100,000 | ||
| CLARK UNIVERSITY | |||||||||
| 950 MAIN ST | WORCESTER | MA | 01610 | NONE | PUBLIC | TOWARD CONSTRUCTION COST RENOVATION | $100,000 | ||
| CLARK UNIVERSITY | |||||||||
| 950 MAIN STREET | WORCESTER | MA | 01601 | NONE | PUBLIC | TOWARDS CONSTRUCTION COSTS FOR THE R | $100,000 | ||
| COLLEGE OF THE HOLY CROSS | |||||||||
| ONE COLLEGE STREET | WORCESTER | MA | 016102395 | NONE | PUBLIC | SC GRANT - ANDREW & KATIE | $2,500 | ||
| COLLEGE OF THE HOLY CROSS | |||||||||
| ONE COLLEGE STREET | WORCESTER | MA | 016102395 | NONE | PUBLIC | CENTER FOR THE ARTS AND CREATIVITY | $100,000 | ||
| COLLEGE OF THE HOLY CROSS | |||||||||
| ONE COLLEGE STREET | WORCESTER | MA | 016102395 | NONE | PUBLIC | CENTER FOR ARTS AND CREATIVITY | $100,000 | ||
| COMMUNITY HARVEST PROJECT INC | |||||||||
| 37 WHEELER ROAD | N GRAFTON | MA | 015361104 | NONE | PUBLIC | SUPPORT MAKING NUTRITIOUS FOOD AVAIL | $20,000 | ||
| CREATIVITY EXPLORED | |||||||||
| 3245 16TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC | SANTA CLAUS GRANT (MEGAN) | $5,000 | ||
| ECOTARIUM | |||||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | PUBLIC | SUPPORT PROPOSED 1,500,000 PROJECT | $150,000 | ||
| DISMAS HOUSE OF MASSACHUSETTS INC | |||||||||
| PO BOX 30125 | WORCESTER | MA | 01603 | NONE | PUBLIC | SUPPORT OPERATIONS | $10,000 | ||
| DOCTORS WITHOUT BORDERSMEDECINS SA | |||||||||
| 333 SEVENTH AVENUE 2ND F | NEW YORK | NY | 100015004 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 | ||
| ECOTARIUM | |||||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | PUBLIC | SUPPORT PROPOSED 1,500,000 PROJECT | $150,000 | ||
| ENTREPRENEURSHIP FOR ALL | |||||||||
| 175 CABOT STREET 100 | LOWELL | MA | 01854 | NONE | PUBLIC | 45000 TO BRING PROGRAM OFFERINGS | $40,000 | ||
| FACE TO FACE | |||||||||
| 13 EAST PRICE STREET | PHILADELPHIA | PA | 19144 | NONE | PUBLIC | SC GRANT - TOM & BIBBY LORING | $1,000 | ||
| FRIENDS OF GANONDAGAN INC | |||||||||
| BOX 239 | VICTOR | NY | 14564 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 | ||
| FRIENDS OF THE WISSAHICKON | |||||||||
| 8708 GERMANTOWN AVENUE | PHILADELPHIA | PA | 191182717 | NONE | PUBLIC | SANTA CLAUS GRANT (TOM) | $1,000 | ||
| GREATER WORCESTER COMMUNITY FOUNDAT | |||||||||
| 370 MAIN ST SUITE 650 | WORCESTER | MA | 016081738 | NONE | PUBLIC | WORCESTER TOGETHER FUND | $600,000 | ||
| GREATER WORCESTER LAND TRUST | |||||||||
| 4 ASH ST | WORCESTER | MA | 01608 | NONE | PUBLIC | REPLENISH THE LAND ACQUISITION FUND | $100,000 | ||
| GREATER WORCESTER LAND TRUST | |||||||||
| 4 ASH ST | WORCESTER | MA | 01608 | NONE | PUBLIC | SANTA CLAUS GRANT (ALLEN FLETCHER) | $5,000 | ||
| GREATER WORCESTER COMMUNITY FOUNDAT | |||||||||
| 370 MAIN ST SUITE 650 | WORCESTER | MA | 016081738 | NONE | PUBLIC | WORCESTER TOGETHER FUND | $100,000 | ||
| GREATER WORCESTER LAND TRUST | |||||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | REPLENISH THE LAND ACQUISITION FUND | $100,000 | ||
| HABITAT FOR HUMANITY METROWEST | |||||||||
| 64 LINCOLN ST SUITE100 | WORCESTER | MA | 01605 | NONE | PUBLIC | SUPPORT BUILDING & REPAIRINF HOMES | $25,000 | GREATER WORCESTER | |
| HORACE MANN EDUCATIONAL ASSN | |||||||||
| 8 FORGE PARKWAY | FRANKLIN | MA | 02038 | NONE | PUBLIC | PURCHASE OF EQUIPMENT & SUPPLIES | $10,000 | ||
| JOY OF MUSIC PROGRAM INC | |||||||||
| 1 GORHAM STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | SUPPORT OF THE SCHOOL'S FINANCIAL AI | $7,000 | ||
| KENNEBUNKPORT CONSERVATION TRUST | |||||||||
| P O BOX 7004 | CAPE PORPOISE | ME | 04014 | NONE | PUBLIC | SANTA CLAUS GRANT (JUDY) | $2,500 | ||
| LEXINGTON EDUCATION FOUNDATION | |||||||||
| 594 MARRETT ROAD SUITE 7 | LEXINGTON | MA | 02421 | NONE | PUBLIC | SANTA CLAUS GRANT (ANDREW) | $2,500 | ||
| LGBT ASYLUM TASK FORCE FA HADWEN P | |||||||||
| 6 CLOVER STREET | WORCESTER | MA | 01603 | NONE | PUBLIC | SUPPORT PURCHASE OF 3 DECKER IN WOR | $50,000 | ||
| LITERACY VOLUNTEERS OF GREATER WORC | |||||||||
| 3 SALEM SQUARE ROOM 332 | WORCESTER | MA | 01608 | NONE | PUBLIC | CORE PROGRAMMING | $10,000 | ||
| LITERACY VOLUNTEERS OF GREATER WORC | |||||||||
| 3 SALEM SQUARE ROOM 332 | WORCESTER | MA | 01608 | NONE | PUBLIC | SANTA CLAUS GRANT (JENNIFER) | $3,000 | ||
| LITERACY VOLUNTEERS OF GREATER WORC | |||||||||
| 3 SALEM SQUARE ROOM 332 | WORCESTER | MA | 01608 | NONE | PUBLIC | SANTA CLAUS GRANT (WARNER FLETCHER) | $5,000 | ||
| MAIN SOUTH COMMUNITY DEVELOPMENT CO | |||||||||
| 875 MAIN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $40,000 | ||
| MAINE COMMUNITY FOUNDTION INC | |||||||||
| 2245 MAIN STREET | ELLWORTH | ME | 046051613 | NONE | PUBLIC | SANTA CLAUS GRANT (BETH) | $3,000 | ||
| MASSACHUSETTS AUDUBON | |||||||||
| 414 MASSASOIT RD | WORCESTER | MA | 01604 | NONE | PUBLIC | SANTA CLAUS GRANT (ROB LORING) | $1,250 | ||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||
| 100 CAMBRIDGE STREET SUI | BOSTON | MA | 02114 | NONE | PUBLIC | SC GRANT ANDREW & KATIE | $2,500 | ||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||
| 100 CAMBRIDGE STREET SUI | BOSTON | MA | 02114 | NONE | PUBLIC | SC GRANT WENDY & TIM PICKERING | $1,000 | ||
| MASSACHUSETTS SYMPHONY ORCHESTRA | |||||||||
| BOX 20070 WEST SIDE STAT | WORCESTER | MA | 01602 | NONE | PUBLIC | GENERAL OPERATING EXPENSES | $10,000 | ||
| MASSACHUSETTS SYMPHONY ORCHESTRA | |||||||||
| BOX 20070 WEST SIDE STAT | WORCESTER | MA | 01602 | NONE | PUBLIC | OPERATING EXPENSE | $40,000 | ||
| MIDCOAST CONSERVANCY | |||||||||
| 290 US ROUTE ONE | EDGECOMB | ME | 04556 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 | ||
| MIDDLEBURY COLLEGE | |||||||||
| 9 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | NONE | PUBLIC | SANTA CLAUS GRANT (ANDREW) | $2,500 | ||
| MUSIC WORCESTER | |||||||||
| 319 MAIN STREET | WORCESTER | MA | 016081511 | NONE | PUBLIC | SC GRANT - ROBERT LORING | $1,250 | ||
| MUSIC WORCESTER | |||||||||
| 319 MAIN STREET | WORCESTER | MA | 016081511 | NONE | PUBLIC | SUPPORT ADDITIONAL CONCERT EACH YR | $100,000 | ||
| MUSTARD SEED CATHOLIC WORKER COMM | |||||||||
| 93 PIEDMONT STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | REPLACE EXISTING FENCE | $10,000 | ||
| NATIONAL EDUCATION ASS DOG (NEADS) | |||||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | NONE | PUBLIC | TOWARDS CREATING NEW BREEDING CENT | $15,000 | ||
| OLD STURBRIDGE VILLAGE | |||||||||
| 1 OLD STURBRIDGE VILLAGE | STURBRIDGE | MA | 01566 | NONE | PUBLIC | MECHANICAL SYSTEM UPGRADES | $40,000 | ||
| ONE WORCESTER | |||||||||
| 484 MAIN STREET SUITE 30 | WORCESTER | MA | 01608 | NONE | PUBLIC | SUPPORT WORK TO PROVIDE MORE TAILORE | $15,000 | ||
| OPEN DOOR ARTS | |||||||||
| 89 SOUTH ST SUITE 101 | BOSON | MA | 02111 | NONE | PUBLIC | SC GRANT ALLEN FLETCHER | $5,000 | ||
| PARK SCHOOL OF BALTIMORE | |||||||||
| 2425 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | PUBLIC | SANTA CLAUS GRANT WENDY & TIM | $2,000 | ||
| PAKACHOAG MUSIC SCHOOL OF WORCESTER | |||||||||
| 203 PAKACHOAG ST | AUBURN | MA | 01501 | NONE | PUBLIC | SUPPORT TECHNOLOGY TRANSFOMATION | $5,000 | ||
| PREBLE STREET RESOURCE CENTER | |||||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | NONE | PUBLIC | SANTA CLAUS GRANT (BETH) | $3,000 | ||
| PROVISION MINISTRY INC | |||||||||
| 7 THOMAS NEWTON DRIVE | PORTLAND | ME | 04101 | NONE | PUBLIC | PURCHASE OF CARGO VAN | $5,000 | ||
| QUINSIGAMOND COMMUNITY COLLEGE FOUN | |||||||||
| 670 WEST BOYLSTON STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | H.A.C.E YOUTH RECOGNITION AWARDS PRO | $2,000 | ||
| RACHEL'S TABLE | |||||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | CHILDREN'S MILK FUND | $5,000 | ||
| RACHEL'S TABLE | |||||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SANTA CLAUS GRANT (JENNIFER) | $2,000 | ||
| REGIONAL ENVIRONMENTAL COUNCIL OF C | |||||||||
| PO BOX 255 | WORCESTER | MA | 01613 | NONE | PUBLIC | TOWARDS GENERAL OPERATING SUPPORT | $10,000 | ||
| RENDER CREATIVE (DBA MAIN IDEA) | |||||||||
| 9 IRVING STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT YOUR ORGANIZATION'S OPERATIN | $5,000 | ||
| RISE ABOVE FOUNDATION | |||||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | NONE | PUBLIC | SUPPORT GENERAL PROGRAMMING | $5,000 | ||
| SACRED HEART CATHEDRAL PREPARATORY | |||||||||
| 1055 ELLIS STREET | SAN FRANCISCO | CA | 94109 | NONE | PUBLIC | SANTA CLAUS GRANT (MEGAN) | $5,000 | ||
| SALEM COMMUNITY CORPORATION | |||||||||
| 70 BRIARWOOD CIRCLE | WORCESTER | MA | 01606 | NONE | PUBLIC | SANTA CLAUS GRANT (VAL) | $5,000 | ||
| SPRINGBOARD TO OPPORTUNITIES | |||||||||
| 3000 OLD CANTON ROAD 470 | JACKSON | MS | 39216 | NONE | PUBLIC | SC GRANT - WENDY & TIM PICKERING | $1,000 | ||
| STRAIGHT AHEAD MINISTRIES INC | |||||||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | SUPPORT WORCESTER YOUTH RE ENTRY | $20,000 | ||
| SCHUYLKILL CENTER | |||||||||
| 8480 HAGYS MILL ROAD | PHILADELPHIA | PA | 19128 | NONE | PUBLIC | SANTA CLAUS GRANT (TOM) | $1,000 | ||
| SCIENCE OF SPIRITUALITY | |||||||||
| 4S 175 N NAPERVILLE WHEAT | NAPERVILLE | IL | 60563 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $2,000 | ||
| SOS CHILDREN'S VILLAGE - USA | |||||||||
| 1620 I STREET SUITE 900 | WASHINGTON | DC | 20006 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 | ||
| STONE SOUP ARTIST ACTIVIST COLLECTI | |||||||||
| 4 KING STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | IMPROVEMENTS AND RENOVATIONS | $7,000 | ||
| TOWER HILL BOTANIC GARDEN | |||||||||
| 11 FRENCH DRIVE P O BO | BOYLSTON | MA | 01505 | NONE | PUBLIC | GROWING BOLDY CAMPAIGN | $200,000 | ||
| TUCK SCHOOL OF BUSINESS-DARTMOUTH C | |||||||||
| 100 TUCK HALL | HANOVER | NH | 03755 | NONE | PUBLIC | SANTA CLAUS GRANT (TOM) | $3,000 | ||
| TUFTS UNIVERSITY - WELLNESS CAMPAIG | |||||||||
| 10 COYNE DRIVE | WOBURN | MA | 01801 | NONE | PUBLIC | SC GRANT MATT FLETCHER | $10,000 | ||
| UMASS MEMORIAL HEALTH CARE INC | |||||||||
| 333 SOUTH STREET | SHREWSBURY | MA | 01545 | NONE | PUBLIC | HYBRID OPERATING ROOM RENOVATION | $100,000 | ||
| UNITED WAY OF CENTRAL MASSACHUSETTS | |||||||||
| 484 MAIN STREET 300 | WORCESTER | MA | 01608 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $140,000 | ||
| VNA CARE & NETWORK & HOSPICES | |||||||||
| 120 THOMAS STRET | WORCESTER | MA | 01608 | NONE | PUBLIC | COVID 19 RESPONSE & RECOVERY | $25,000 | ||
| WACHUSETT GREENWAYS | |||||||||
| PO BOX 121 | HOLDEN | MA | 01520 | NONE | PUBLIC | SANTA CLAUS GRANT (ROB LORING) | $1,250 | ||
| WORCESTER FOOD PANTRY | |||||||||
| 9 EAST MAIN STREET | WESTBOROUGH | MA | 01581 | NONE | PUBLIC | SC GRANT - JUDITH KING | $5,000 | ||
| WORCESTER ANIMAL RESCUE LEAGUE | |||||||||
| 139 HOLDEN STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | SANTA CLAUS GRANT (WARNER FLETCHER) | $6,000 | ||
| WORCESTER ANIMAL RESCUE LEAGUE | |||||||||
| 139 HOLDEN STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | SANTA CLAUS GRANT (ROB LORING) | $1,250 | ||
| WORCESTER ART MUSEUM | |||||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARY UNRESTRICT T | $100,000 | ||
| WORCESTER ANTI-FORECLOSURE TEAS | |||||||||
| 301 PLEASANT STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | ||
| WORCESTER CENTER FOR CRAFTS | |||||||||
| 25 SAGAMORE ROAD | WORCESTER | MA | 01605 | NONE | PUBLIC | SC GRANT JUDITH KING | $2,500 | ||
| WORCESTER COMMUNITY HOUSING RESOURC | |||||||||
| 11 PLEASANT STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SANTA CLAUS GRANT (JUSTIN) | $5,000 | ||
| WORCESTER COMMUNITY HOUSING RESOURC | |||||||||
| 11 PLEASANT STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SUPPORT OPERATIONAL PROGRAMMING | $15,000 | ||
| WORCESTER EDUCATION COLLABORATIVE | |||||||||
| 484 MAIN STREET 300 | WORCESTER | MA | 016081880 | NONE | PUBLIC | GENERAL OPERATION OF ORGANIZATION | $10,000 | ||
| WORCESTER EDUCATIONAL DEVELOPMENT F | |||||||||
| 645 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PUBLIC | SC GRANT WARNER FLETCHER | $4,000 | ||
| WORCESTER HISTORICAL MUSEUM | |||||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT IMPROVEMENT PATRON ACCESS | $100,000 | ||
| WORCESTER HISTORICAL MUSEUM | |||||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT IMPROVEMENT PATRON ACCESS TO | $100,000 | ||
| WORCESTER INTERFAITH INC | |||||||||
| 111 PARK AVENUE | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT ESTABLISHING PARENT TEAMS | $5,000 | ||
| WORCESTER LATINO DOLLARS FOR SCHOLA | |||||||||
| P O BOX 16564 | WORCESTER | MA | 01601 | NONE | PUBLIC | SCHOLARSHIP FUNDS | $3,000 | ||
| WORCESTER POLYTECHNIC INSTITUTE | |||||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | NONE | PUBLIC | SANTA CLAUS GRANT (TOM) | $3,000 | ||
| WORCESTER PUBLIC LIBRARY FOUNDATION | |||||||||
| 3 SALEM SQUARE | WORCESTER | MA | 016082074 | NONE | PUBLIC | RENOVATION PROJECT - MAIN BRANCH AND | $400,000 | ||
| WORCESTER PUBLIC MARKET | |||||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | HELP WEATHER CURRENT CRISIS | $100,000 | ||
| WORCESTER REGIONAL RESEARCH BUREAU | |||||||||
| 500 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT THE WORK OF THE RESEARCH BUR | $10,000 | ||
| WORCESTER PUBLIC MARKET | |||||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | HELP WEATHER CURRENT CRISIS | $100,000 | ||
| WORCESTER ROOTS PROJECT | |||||||||
| 31 DUNBAR STREET | WORCESTER | MA | 01603 | NONE | PUBLIC | SUPPORT YOUTH LEADERSHIP PROGRAM | $4,000 | ||
| YOU INC | |||||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | SANTA CLAUS GRANT (JUSTIN) | $5,000 | ||
| YOU INC | |||||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | SUPPORT DYNAMY YOUTH ACADEMY PROGRAM | $10,000 | ||
| YMCA OF CENTRAL MASSACHUSETTS | |||||||||
| 766 MAIN STREET 4TH FLOO | WORCESTER | MA | 01610 | NONE | PUBLIC | SUPPORT OF THE YS 2021 ANNUAL CAMPAI | $10,000 | ||
| VARIOUS K-1'S | |||||||||
| 370 MAIN STREET 12TH FL | WORCESTER | MA | 01608 | NONE | PUBLIC | VARIOUS K-1'S | $1,168 | ||
| FAMILY HEALTH CENTER OF WORCESTER | |||||||||
| 26 QUEEN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | TOWARDS CAPITAL CAMPAIGN | $150,000 | ||
| FAMILY HEALTH CENTER OF WORCESTER | |||||||||
| 26 QUEEN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | TOWARDS CAPITAL CAMPAIGN IMPROVE ACC | $50,000 | ||
| FAMILY HEALTH CENTER OF WORCESTER | |||||||||
| 26 QUEEN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | TOWARDS CAPITAL CAMPAIGN IMPROVE ACC | $50,000 | ||
| FIRST BAPTIST CHURCH | |||||||||
| 111 PARK AVENUE | WORCESTER | MA | 01609 | NONE | PUBLIC | TOWARDS REFURBISHING PASTORS | $35,000 | ||
| MASSART FOUNDATION | |||||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC | SC GRANT MEGAN FLETCHER | $5,000 | ||
| MCAULEY NAZARETH HOME FOR BOYS | |||||||||
| 77 MULBERRY STREET | LEICESTER | MA | 01524 | NONE | PUBLIC | TOWARD RESOURCES TO RECRUIT TRAIN, E | $10,000 | ||
| PROJECT NEW HOPE | |||||||||
| PO BOX 91 | LEICESTER | MA | 01524 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | ||
| QUINSIGAMOND COMMUNITY COLLEGE FND | |||||||||
| 670 WEST BOYLSTON STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | QCC STUDENT EMERGENCY FUND | $10,000 | ||
| TW WOOD ART GALLERY & ART CENTER | |||||||||
| 46 BARRE STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC | SC GRANT JEN PARADEE | $3,000 | ||
| TORY BURCH FOUNDATION | |||||||||
| 11W 19TH STREET FLOOR 7 | NEW YORK | NY | 10011 | NONE | PUBLIC | SC GRANT - TOM & BIBBY LORING | $1,000 | ||
| UNIVERSITY OF MASSACHUSETTS MEDICAL | |||||||||
| 365 PLANTATION ST | WORCESTER | MA | 01605 | NONE | PUBLIC | SC GRANT VAL LORING | $5,000 | SCHOOL FOUNDATION | |
| UNIVERSITY OF MASSACHUSETTS MEDICAL | |||||||||
| 55 LAKE AVE NORTH S1-340 | WORCESTER | MA | 01655 | NONE | PUBLIC | SC GRANT ROB LORING | $2,500 | SCHOOL | |
| UNIVERSITY OF MASSACHUSETTS MEDICAL | |||||||||
| 55 LAKE AVE NORTH S1-340 | WORCESTER | MA | 01655 | NONE | PUBLIC | SC GRANT ROB LORING | $2,500 | SCHOOL | |
| SKYLINE TECHNICAL FUND (WORCESTER | |||||||||
| 17 BRIDEN STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | SC GRANT - VAL LORING | $5,000 | TECHNICAL HIGH SCHOOL) | |
| WORCESTER YOUTH CENTER INC | |||||||||
| 326 CHANDLER STREET | WORCESTER | MA | 016023440 | NONE | PUBLIC | CORE PROGRAMS | $15,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,457,168 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BECKER COLLEGE | |||||||
| 61 SEVER STREET | WORCESTER | MA | 01615 | NONE | PUBLIC | TOWARDS NEW NURSING SIMULATION LABOR | $50,000 |
| COMMUNITY HEALTHLINK - UMASS | |||||||
| 72 JAQUES AVE | WORCESTER | MA | 01610 | NONE | PUBLIC | ONGOING OPERATIONAL SUPPORT | $10,000 |
| CREATIVE HUB WORCESTER | |||||||
| 653 MAIN STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | BUILDING RENOVATIONS | $250,000 |
| GREATER WORCESTER LAND TRUST | |||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | REPLENISH LAND ACQUISITION FUND | $100,000 |
| HANOVER THEATRE FOR THE PERFORMING | |||||||
| 2 SOUTHBRIDGE STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | RENOVATION OF FORMER LOEW'S THEATRE | $75,000 |
| MUSIC WORCESTER | |||||||
| 319 MAIN STREET | WORCESTER | MA | 016081511 | NONE | PUBLIC | SUPPORT ADDITIONAL CONCERT - 4 YRS | $150,000 |
| MUSIC WORCESTER | |||||||
| 319 MAIN STREET | WORCESTER | MA | 016081511 | NONE | PUBLIC | SUPPORT ADDITIONAL CONCERTS - UNSOLI | $250,000 |
| TOWER HILL BOTANIC GARDEN | |||||||
| 11 FRENCH DRIVE P O BO | BOYLSTON | MA | 01505 | NONE | PUBLIC | GROWING BOLDLY CAMPAIGN | $100,000 |
| TOWER HILL BOTANIC GARDEN | |||||||
| 11 FRENCH DRIVE P O BO | BOYLSTON | MA | 01505 | NONE | PUBLIC | GROWING BOLDLY CAMPAIGN | $200,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARILY UNRESTRICT | $400,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARILY UNRESTRICT | $500,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARILY UNRESTRICT | $500,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARILY UNRESTRICT | $500,000 |
| WORCESTER COMMUNITY CABLE | |||||||
| 415 MAIN STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | ISMARTT CENTER | $50,000 |
| WORCESTER HISTORICAL MUSEUM | |||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT IMPROVEMENT PATRON ACCESS TO | $100,000 |
| WORCESTER PUBLIC MARKET | |||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | HELP WEATHER CURENT CRISIS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,335,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,617,038 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,044,151 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| OTHER INCOME | 523000 | $1,415 | |
| BUSINESS INCOME | 523000 | $121,136 | |
| RENTAL INCOME | -$183,752 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $122,551 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,661,189 | ExclusionAmt |
| Related Or Exempt Function Incm | -$183,752 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,599,988 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST & ACCOUNTING FEES | $600,000 | $300,000 | $300,000 |
| TAX PREPARATION FEE | $10,000 | $5,000 | $5,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY STOCK | $21,096,530 | $60,930,719 |
| MUTUAL FUNDS | $11,168,989 | $23,885,424 |
| CORPORATE BONDS | $800,000 | $687,150 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | AT COST | $1,448,789 | $3,380,550 |
| PREFERRED STOCK | AT COST | $4,702,265 | $4,476,245 |
| PARTNERSHIPS | AT COST | $663,057 | $663,057 |
| CAMBRIDGE SEMANTICS | AT COST | $261,150 | $261,150 |
| GOV'T SECURITIES | AT COST | $9,449,292 | $9,449,599 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| K-1 EXPENSES | $91,621 | $91,621 | |
| MICROEDGE FEE | $3,534 | $3,534 | |
| COMM OF MASS FILING FEE PC | $500 | $500 | |
| ADR FEES | $800 | ||
| NON-DEDUCTIBLE EXP | $126,862 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $1,415 | |
| BUSINESS INCOME | $121,136 | |
| RENTAL INCOME | -$183,752 | -$183,752 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | CategoryTxt |
| Amt | $71,736 | Amt |
| Net Investment Income | $71,736 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $23,995 | $23,995 |
| FEDERAL ESTIMATES | $11,000 |
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