IORIO CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- IORIO CHARITABLE FOUNDATION (EIN 04-6745180)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-02-23
- IRS object ID
- 202120549349100852
- Schema version
- 2019v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-23T13:07:54-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046745180 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IORIO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IORI | 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 | SUMNER B TILTON JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5084598000 | PhoneNum |
| Signature | 2021-02-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA ZDONCZYK EA | PreparerPersonNm |
| PTIN | P00178350 | PTIN |
| Phone | 5084598000 | PhoneNum |
| Preparation | 2021-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,034,060 | 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 | $44,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,189 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,472 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,472 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,346 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,173 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,173 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,205 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,205 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,284 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,100 | CashBOYAmt |
| Cash EOY | $588 | CashEOYAmt |
| Cash EOYFMV | $588 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $6,473 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,473 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,734,001 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,694,850 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,026,999 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,741,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,701,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,034,060 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,828,324 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,828,324 | CapitalStockEOYAmt |
| Retained Earning BOY | -$87,223 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$126,413 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,741,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,701,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,741,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,701,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,741,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,190 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,701,911 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,701,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 220.65 METROPOLITAN WEST TOTAL RETUR | P | 2019-11-11 | $2,277 | $2,305 | -$28 | -$28 | |
| 337.197 VANGUARD EXTENDED MARKET | P | 2020-08-06 | $33,000 | $26,914 | $6,086 | $6,086 | |
| 127.419 METROPOLITAN WEST TOTAL RETU | P | 2020-04-08 | $1,337 | $1,350 | -$13 | -$13 | |
| 166.462 VANGUARD 500 INDEX ADMIRAL | P | 2020-08-06 | $51,500 | $40,133 | $11,367 | $11,367 | |
| 2680.147 BLACKROCK STRAT INCOME | P | 2020-04-23 | $25,500 | $26,609 | -$1,109 | -$1,109 | |
| 152.163 DFA INTERNATIONAL SMALL COMP | P | 2020-08-06 | $2,592 | $2,823 | -$231 | -$231 | |
| 4576.246 PIMCO HIGH YIELD | P | 2020-08-06 | $40,485 | $37,516 | $2,969 | $2,969 | |
| 4972.614 VANGUARD ULTRA-SHORT TERM | P | 2020-10-15 | $100,183 | $100,213 | -$30 | -$30 | |
| 202.407 AMERICAN FD EUROPACIFIC | P | 2019-11-11 | $11,000 | $10,708 | $292 | $292 | |
| 1136.078 METROPOLITAN WEST TOTAL RET | P | 2019-11-11 | $11,723 | $11,577 | $146 | $146 | |
| 109.108 VANGUARD EXTENDED MARKET | P | 2019-11-11 | $10,000 | $8,163 | $1,837 | $1,837 | |
| 220.838 VANGUARD VALUE INDEX | P | 2019-11-11 | $10,000 | $9,342 | $658 | $658 | |
| 3016.867 METROPOLITAN WEST TOTAL RET | P | 2020-04-08 | $31,663 | $30,502 | $1,161 | $1,161 | |
| 1125 METROPOLITAN WEST TOTAL RETURN | P | 2020-04-23 | $12,000 | $11,349 | $651 | $651 | |
| 287.905 AMERICAN FUNDS EUROPACIFIC | P | 2020-08-06 | $16,600 | $14,595 | $2,005 | $2,005 | |
| 82.632 DFA INTERNATIONAL SMALL | P | 2020-08-06 | $1,408 | $1,653 | -$245 | -$245 | 2017-12-15 |
| 111.099 INVESCO OPPENHEIMER DEV | P | 2020-08-06 | $5,000 | $3,463 | $1,537 | $1,537 | 2012-06-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,189 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,093 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,008,509 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050830 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,140 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,095,557 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053513 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $200,664 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,097,302 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095677 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $101,046 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,996,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050613 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $98,647 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,117,525 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046586 | DistributionYr5Rt |
| Total Distribution | 0.297219 | TotalDistributionRt |
| Average Distribution | 0.059444 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,019,755 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,062 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $631 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,693 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,284 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,262 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,262 | SubtotalAmt |
| Tax Based On Investment Income | $1,262 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $1,291 | 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 | FLETCHER TILTON PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SUMNER B TILTON JR | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DOROTHY IORIO | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THEODORE L IORIO | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $0 | $0 | $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 |
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 | $2,036,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,050,513 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,050,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,019,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,262 | TotalTaxAmt |
| Distributable Before Adj | $99,726 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,726 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,726 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,284 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,284 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $102,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,726 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,877 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,883 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,284 | QualifyingDistributionsAmt |
| Applied To Current Year | $99,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,558 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,318 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,318 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,877 | ExcessFromYear2Amt |
| Excess From Year1 | $2,883 | ExcessFromYear1Amt |
| Excess From Current Year | $2,558 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNA MARIA COLLEGE | |||||||
| 50 SUNSET LANE | PAXTON | MA | 016121198 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| BAY STATE SPEEDSKATING CLUB INC | |||||||
| 692 WEST STREET | BRAINTREE | MA | 02184 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| CLYDE BROWN HOME AND SCHOOL ASSOCIA | |||||||
| 7 PARK ROAD | MILLIS | MA | 02054 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| COFFEE UNLIMITED | |||||||
| 263 W 139TH STREET | NEW YORK | NY | 10030 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| FOXBORO SKATEPARK ASSOCIATION | |||||||
| 13 UNION STREET | FOXBORO | MA | 02035 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| FRIENDS OF MILLIS COUNCIL OF AGING | |||||||
| 900 MAIN STREET | MILLIS | MA | 02054 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| FRIENDS OF MILLIS PUBLIC LIBRARY | |||||||
| 25 AUBURN ROAD | MILLIS | MA | 02054 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| JOHN J AHERN MIDDLE SCHOOL PARENT A | |||||||
| 111 MECHANIC STREET | FOXBORO | MA | 02035 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 |
| KENNEDY MIDDLE SCHOOL | |||||||
| 274 EAST PINE LOG ROAD | AIKEN | SC | 29803 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 |
| MCPHS UNIVERSITY | |||||||
| 19 FOSTER STREET | WORCESTER | MA | 016081715 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| MILLIS FOOD PANTRY | |||||||
| 142 EXCHANGE STREET | MILLIS | MA | 02054 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| MILLIS MIDDLE HIGH SCHOOL | |||||||
| 245 PLAIN STREET | MILLIS | MA | 02054 | NONE | PUBLIC | GIFT ACCOUNT GENERAL SUPPORT | $2,000 |
| NANTUCKET BOYS AND GIRLS CLUB | |||||||
| 61 SPARKS AVE PO BOX 269 | NANTUCKET | MA | 02554 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| NANTUCKET COMEDY FESTIVAL | |||||||
| PO BOX 2336 | NANTUCKET | MA | 02584 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| NANTUCKET COMMUNITY MUSIC CENTER | |||||||
| 56 CENTRE STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| NANTUCKET COMMUNITY SAILING | |||||||
| PO BOX 2424 | NANTUCKET | MA | 025842424 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| NANTUCKET ELEMENTARY SCHOOL- PTA | |||||||
| 30 SURFIDE RD | NANTUCKET | MA | 02254 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 |
| NANTUCKET INTERMEDIATE SCHOOL | |||||||
| 30 SURFIDE ROAD | NANTUCKET | MA | 02254 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 |
| NORFOLK HUNT PONY CLUB FA UNITED S | |||||||
| 32 PLANTING FIELD RD | MEDFIELD | MA | 02052 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| NORTH AUGUSTA ELEMENTARY SCHOOL | |||||||
| 400 EAST SPRING GROVE AVE | NORTH AUGUSTA | SC | 29841 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| NORWOOD MONTESSORI SCHOOL | |||||||
| 462 WALPOLE STREET | NORWOOD | MA | 02062 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 |
| OAKWOOD WINDSOR ELEMENTARY SCHOOL P | |||||||
| 3773 CHARLESTON HIGHWAY | AIKEN | SC | 29081 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 |
| PARENTS OF PS9 COUNT ME IN | |||||||
| PO BOX 977 | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| PLANNED PARENTHOOD LEAGUE OF MA IN | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 022151001 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| ST THOMAS THE APOSTLE PARISH | |||||||
| 111 EXCHANGE STREET | MILLIS | MA | 02054 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 019151530 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,283 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,472 | 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 AND ACCOUNTING FEE | $2,846 | $1,423 | $1,423 |
| TAX PREPARATION FEE | $5,500 | $2,750 | $2,750 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL BOND FUNDS | AT COST | $677,144 | $695,996 |
| MUTUAL EQUITY FUNDS | AT COST | $1,017,706 | $1,331,003 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEE | $35 | $35 |
| FOUNDATION SOFTWARE EXPENSE | $76 | $76 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10,205 | Amt |
| Net Investment Income | $10,205 | NetInvestmentIncomeAmt |
Comments