SALEM FIVE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SALEM FIVE CHARITABLE FOUNDATION INC (EIN 04-3342405)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-28
IRS object ID
202121189349101047
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-28T11:39:38-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 HIGH STREET 21ST FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043342405EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SALEM FIVE CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSALEBusinessNameControlTxt
Phone9787455555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 ESSEX STREETAddressLine1Txt
CitySALEMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01970ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN W SHAUGHNESSYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9787455555PhoneNum
Signature2021-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastSHAUGHNESSYPersonLastNm
FieldValueIRS element (for citing)
SSN000009958SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY A KALAJIAN JR CPAPreparerPersonNm
PTINP00464296PTIN
Phone6174399700PhoneNum
Preparation2021-04-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,768,135FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,013,082ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,192InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,192InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$187,920DividendsRevAndExpnssAmt
Dividends Net Invst Incm$187,920DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,238NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,806,290GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,303,128CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$709OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,259,141TotalRevAndExpnssAmt
Total Net Invst Incm$1,492,240TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,727OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,727OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$67,027TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,727TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,300TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$371,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$371,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$438,522TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,727TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$375,795TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,820,619ExcessRevenueOverExpensesAmt
Net Investment Income$1,446,513NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$75,330CashBOYAmt
Cash EOY$83,265CashEOYAmt
Cash EOYFMV$83,265CashEOYFMVAmt
Sav And Temp Cash Invst BOY$405,792SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$883,780SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$883,780SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,850,062CorporateStockBOYAmt
Corporate Stock EOY$10,187,489CorporateStockEOYAmt
Corporate Stock EOYFMV$13,790,388CorporateStockEOYFMVAmt
Other Assets BOY$13,433OtherAssetsBOYAmt
Other Assets EOY$10,702OtherAssetsEOYAmt
Other Assets EOYFMV$10,702OtherAssetsEOYFMVAmt
Total Assets BOY$9,344,617TotalAssetsBOYAmt
Total Assets EOY$11,165,236TotalAssetsEOYAmt
Total Assets EOYFMV$14,768,135TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,344,617RetainedEarningBOYAmt
Retained Earning EOY$11,165,236RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,344,617TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,165,236TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,344,617TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,165,236TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,344,617TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,820,619ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,165,236SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,165,236TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CARRIER GLOBAL CORPP2020-04-032020-04-23$18,150$20,145-$1,995-$1,995
BOOKING HLDGS INC COMP2018-02-272020-05-08$16,364$6,745$9,619$9,619
BOOKING HLDGS INC COMP2018-02-272020-05-08$34,092$17,532$16,560$16,560
BOOKING HLDGS INC COMP2018-02-272020-05-08$75,003$95,132-$20,129-$20,129
BOOKING HLDGS INC COMP2019-11-042020-05-08$12,270$18,413-$6,143-$6,143
BOOKING HLDGS INC COMP2019-11-042020-05-13$1,410$2,046-$636-$636
APPLEP2018-12-202020-06-05$81,026$41,162$39,864$39,864
APPLEP2018-12-202020-09-17$97,389$34,082$63,307$63,307
APPLEP2019-10-282020-09-17$90,798$14,604$76,194$76,194
APPLED2020-12-042020-12-10$68,653$24,107$44,546$44,546
INTEL CORPP2019-06-032020-10-21$11,082$8,934$2,148$2,148
INTEL CORPP2019-06-032020-10-21$16,623$13,398$3,225$3,225
INTEL CORPP2019-06-032020-10-21$55,409$44,649$10,760$10,760
DEERED2020-12-042020-12-06$154,906$52,713$102,193$102,193
DEERED2020-12-042020-12-08$215,091$78,456$136,635$136,635
DEERED2020-12-042020-12-08$634,862$177,230$457,632$457,632
DEEREP2011-08-262020-12-10$37,715$10,641$27,074$27,074
EPAM SYSTEMS INCD2020-12-042020-12-10$95,718$49,270$46,448$46,448
EXP WORLD HOLDINGSD2020-12-042020-12-10$119,420$32,709$86,711$86,711
HOME DEPOTP2015-06-262020-12-10$32,654$14,148$18,506$18,506
HOME DEPOTP2015-06-262020-12-10$18,286$7,924$10,362$10,362
HOME DEPOTP2014-02-272020-12-10$27,430$11,884$15,546$15,546
NOKIAP2019-03-072020-12-10$58,753$86,695-$27,942-$27,942
NOKIAP2019-03-072020-12-10$11,751$17,335-$5,584-$5,584
NOKIAP2019-03-072020-12-10$15,527$22,905-$7,378-$7,378
OCCIDENTAL PETROLEUMP2016-03-302020-12-10$4,960$19,995-$15,035-$15,035
OCCIDENTAL PETROLEUMP2016-09-062020-12-10$3,815$15,382-$11,567-$11,567
OCCIDENTAL PETROLEUMP2016-09-062020-12-10$6,104$24,607-$18,503-$18,503
OCCIDENTAL PETROLEUMP2016-10-262020-12-10$3,434$13,257-$9,823-$9,823
OCCIDENTAL PETROLEUMP2017-07-312020-12-10$3,815$12,271-$8,456-$8,456
OCCIDENTAL PETROLEUMP2017-12-262020-12-10$10,491$39,553-$29,062-$29,062
OCCIDENTAL PETROLEUMP2020-08-032020-12-10$1,450$1,450$1,450
OILIES BARGAIN OUTLETD2020-12-042020-12-10$53,250$33,507$19,743$19,743
OILIES BARGAIN OUTLETD2020-12-042020-12-10$57,352$28,989$28,363$28,363
SALESFORCEP2013-04-172020-12-10$34,214$6,325$27,889$27,889
SCHLUMBERGER LTDP2006-06-192020-12-10$4,607$11,224-$6,617-$6,617
SCHLUMBERGER LTDP2012-12-242020-12-10$2,119$6,577-$4,458-$4,458
SCHLUMBERGER LTDP2014-01-302020-12-10$5,759$19,835-$14,076-$14,076
SCHLUMBERGER LTDP2008-12-222020-12-10$2,303$4,249-$1,946-$1,946
SCHLUMBERGER LTDP2016-10-262020-12-10$4,607$16,236-$11,629-$11,629
SCHLUMBERGER LTDP2015-12-172020-12-10$5,528$16,746-$11,218-$11,218
SCHLUMBERGER LTDP2016-01-292020-12-10$1,912$5,444-$3,532-$3,532
SCHLUMBERGER LTDP2017-07-312020-12-10$2,303$6,740-$4,437-$4,437
SCHLUMBERGER LTDP2017-12-262020-12-10$8,062$22,904-$14,842-$14,842
UBIQUITI INCD2020-12-042020-12-10$91,081$43,275$47,806$47,806
EATON CORP PLACED2020-12-042020-12-10$144,635$78,472$66,163$66,163
EATON CORP PLACED2020-12-042020-12-10$28,809$19,306$9,503$9,503
HELEN OF TROYD2020-12-042020-12-10$140,488$64,385$76,103$76,103
PAYPAL HOLDINGSD2020-03-252020-12-08$67,459$27,111$40,348$40,348
IAA INC.D2019-06-282020-12-08$86,960$49,695$37,265$37,265
IAA INC.D2020-04-092020-12-08$30,391$14,218$16,173$16,173
FieldValueIRS element (for citing)
Capital Gain Net Income$1,303,128CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,107InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20,107SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20,107TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,006EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,006TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,899OverpaymentAmt
Applied To ES Tax$2,899AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM SMITHIndividualWithBooksNm
Phone9787205308PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1210 ESSEX STREETAddressLine1Txt
CitySALEMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01970ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM H MITCHELSON
210 ESSEX STREETSALEMMA01970DIRECTOR/CHAIRMAN OF BOARD1.00$0$0$0
PING YIN CHAI
210 ESSEX STREETSALEMMA01970PRESIDENT1.00$0$0$0
DONALD A SADOSKI DMD
210 ESSEX STREETSALEMMA01970DIRECTOR1.00$0$0$0
BRIAN W SHAUGHNESSY
210 ESSEX STREETSALEMMA01970CLERK/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,358,166AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$95,074AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,068FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,465,308TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,465,308AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$171,980CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,293,328NetVlNoncharitableAssetsAmt
Minimum Investment Return$564,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$564,666MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,107TaxBasedOnInvestmentIncomeAmt
Total Tax$20,107TotalTaxAmt
Distributable Before Adj$544,559DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$544,559DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$544,559DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$375,795ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$375,795QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$375,795AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$544,559DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$381,817ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$343,070ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$376,536ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$156,512ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$83,276ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,341,211TotalExcessDistributionCyovAmt
Qualifying Distributions$375,795QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$375,795AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$168,764ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$168,764ExcessDistributionCyovAppCYAmt
Total Corpus$1,172,447TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$213,053ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$959,394ExcessDistriCyovToNextYrAmt
Excess From Year4$343,070ExcessFromYear4Amt
Excess From Year3$376,536ExcessFromYear3Amt
Excess From Year2$156,512ExcessFromYear2Amt
Excess From Year1$83,276ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRIAN W SHAUGHNESSYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1210 ESSEX STREETAddressLine1Txt
CitySALEMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01970ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9787455555RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS AVAILABLE AT ABOVE ADDRESSFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE APPLICATIONS FOR VARIOUS DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS WILL BE GIVEN TO SOCIAL SERVICE AGENCIES, CULTURAL, EDUCATIONAL, ART, COMMUNITY ECEONOMIC DEVELOPMENT AND OTHER PROGRAMS THAT IMPACT THE NEEDS OF THE SALEM FIVE COMMUNITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (256 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
ACT LAWRENCE INC
530 BROADWAY SUITE 302LAWRENCEMA01841NOT RELATEDEXEMPT PURPOSES$1,000
ALICE PETINGE MEMORIAL FUND
11 DOGWOOD LANEMEDWAYMA02053NOT RELATEDEXEMPT PURPOSES$150
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION
225 NORTH MICHIGAN AVE FLOOR 17CHICAGOIL60601NOT RELATEDEXEMPT PURPOSES$500
AMERICAN NATIONAL RED CROSS
431 18TH ST NWWASHINGTONDC20006NOT RELATEDEXEMPT PURPOSES$800
AMIRAH INC
10 TOWER OFFICE PARK STE 413WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$450
ANCHOR FOOD PANTRY
19 ESSEX AVESWAMPSCOTTMA01907NOT RELATEDEXEMPT PURPOSES$2,500
ANGEL FLIGHT NEW ENGLAND
492 SUTTON STNORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$1,750
ASIAN COMMUNITY DEVELOPMENT
38 OAK STBOSTONMA02111NOT RELATEDEXEMPT PURPOSES$500
AUSTIN PREPARATORY SCHOOL
101 WILLOW STREADINGMA01867NOT RELATEDEXEMPT PURPOSES$5,000
BE LIKE BRIT FOUNDATION INC
66 PULLMAN STWORCESTERMA01606NOT RELATEDEXEMPT PURPOSES$3,500
BEVERLY FEMALE CHARITABLE SOCIETY
5 WHITMAN PLACEBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,000
BEVERLY LITTLE LEAGUE INC
PO BOX 222BEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$500
BEVERLY ROTARY CLUB FOUNDATION
PO BOX 201BEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$700
BEVERLY SCHOOL FOR THE DEAF
6 ECHO AVEBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$500
BEYOND WALLS INC
81 MOUNT VERNON STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$1,000
BILLERCIA COMMUNITY PANTRY INC
70 CONCORD RDBILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$1,000
BILLERICA PUBLIC LIBRARY FOUNDATION INC
15 CONCORD RDBILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$500
BILLERICA ROTARY CHARITABLE
164 CONCORD RDBILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$300
BISHOP FENWICK HIGH SCHOOL INC
99 MARGIN STPEABODYMA01960NOT RELATEDEXEMPT PURPOSES$900
BISHOP FENWICK HIGH SCHOOL INC
99 MARGIN STPEABODYMA01960NOT RELATEDEXEMPT PURPOSES$1,000
BLUES FOR VETERANS ASSOCIATION
PO BOX 507WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$200
BOSTON BRUINS FOUNDATION
100 LEGENDS WAYBOSTONMA02114NOT RELATEDEXEMPT PURPOSES$1,000
BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
885 WASHINGTON STBOSTONMA02111NOT RELATEDEXEMPT PURPOSES$1,000
BOSTON NORTH CANCER ASSOCIATION
PO BOX 3153PEABODYMA01960NOT RELATEDEXEMPT PURPOSES$500
BOYS & GIRLS CLUB OF LYNN
25 NORTH COMMON STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$500
BOYS & GIRLS CLUB OF LYNN
25 NORTH COMMON STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$5,000
BOYS AND GIRLS CLUB OF STONEHAM
15 DALE CTSTONEHAMMA02180NOT RELATEDEXEMPT PURPOSES$2,500
BOYS AND GIRLS CLUB OF STONEHAM
15 DALE CTSTONEHAMMA02180NOT RELATEDEXEMPT PURPOSES$5,000
BREAD & ROSE HOUSING
15 UNION ST STE 401LAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$1,000
BREAD & ROSE HOUSING
15 UNION ST STE 401LAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$2,500
BREAD AND ROSES INC
58 NEWBURY STLAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$2,500
BREAD OF LIFE
54 EASTERN AVENUE REARMALDENMA02148NOT RELATEDEXEMPT PURPOSES$250
BRIDGEWELL
471 BROADWAYLYNNFIELDMA01940NOT RELATEDEXEMPT PURPOSES$1,300
BROCKTON AREA MULTI SERVICES INC
10 CHRISTYS DRBROCKTONMA02301NOT RELATEDEXEMPT PURPOSES$2,600
BUILDING A BETTER BEVERLY
191 CABOT STBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$500
BURLINGTON EDUCATION FOUNDATION
PO BOX 756BURLINGTONMA01803NOT RELATEDEXEMPT PURPOSES$500
CARE DIMENSIONS
75 SYLVAN ST STE B-102DANVERSMA01923NOT RELATEDEXEMPT PURPOSES$1,000
CATHOLIC CHARITIES NORTH
70 LAWRENCE STLOWELLMA01852NOT RELATEDEXEMPT PURPOSES$3,000
CENTER FOR HOPE & HEALING
21 GEORGE ST 4TH FLOORLOWELLMA01852NOT RELATEDEXEMPT PURPOSES$1,000
CENTRALVILLE BASEBALL LEAGUE
152 FOX STLOWELLMA01850NOT RELATEDEXEMPT PURPOSES$150
CITIZENS INN INC
81 MAIN STPEABODYMA01960NOT RELATEDEXEMPT PURPOSES$5,000
COMMUNITY GIVING TREE
572B MAIN STBOXFORDMA01921NOT RELATEDEXEMPT PURPOSES$500
CONCORD-CARLISLE COMMUNITY CHEST
19 MAIN ST STE 2CONCORDMA01742NOT RELATEDEXEMPT PURPOSES$500
COP AMPUTEE ASSOCIATION INC
54 LARCH LANEWENHAMMA01984NOT RELATEDEXEMPT PURPOSES$500
COVENANT CHRISTIAN ACADEMY
83 PINE STPEABODYMA01860NOT RELATEDEXEMPT PURPOSES$300
CRADLES TO CRAYONS
281 NEWTONVILLE AVENEWTONMA02460NOT RELATEDEXEMPT PURPOSES$1,000
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02445NOT RELATEDEXEMPT PURPOSES$300
DANVERS COMMUNITY COUNCIL INC
PO BOX 2076DANVERSMA01923NOT RELATEDEXEMPT PURPOSES$2,500
DANVERS YMCA
34 PICKERING STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$800
DANVERS YMCA
34 PICKERING STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$500
DIGNITY MATTERS INC
PO BOX 72WAYLANDMA01778NOT RELATEDEXEMPT PURPOSES$500
DISABILITY RESOURCE CENTER INC
27 CONGRESS ST 107SALEMMA01970NOT RELATEDEXEMPT PURPOSES$500
ELIOT COMMUNITY HUMAN SERVICES
125 HARTWELL AVELEXINGTONMA02421NOT RELATEDEXEMPT PURPOSES$2,500
EMERSON UMBRELLA INC
40 STOW STCONCORDMA01742NOT RELATEDEXEMPT PURPOSES$5,000
ENGLISH AT LARGE
800 W CUMMINGS PARK STE 5550WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$250
ESSEX COUNTY COMMUNITY FOUNDATION
175 ANDOVER STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$500
ESSEX COUNTY TRAIL ASSOCIATION
PO BOX 358HAMILTONMA01936NOT RELATEDEXEMPT PURPOSES$2,200
ESSEX NATION HERITAGE COMMISSION
221 ESSEX STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
ESSEX NORTH SHORE AGRICULTURAL TECHNICAL FOUNDATION
PO BOX 305BEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,500
ESSEX NORTH SHORE PTO
565 MAPLE STHATHORNEMA01937NOT RELATEDEXEMPT PURPOSES$300
EXPRESS YOURSELF INC
100 CUMMINGS CENTER STE 165EBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$500
FAMILY & CHILDRENS SERVICES OF GREATER LYNN
111 NORTH COMMON STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$500
FAMILY COOPERATIVE PRESCHOOL
48 CAROLINE WAYNORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$200
FAMILY SERVICE OF THE MERRIMACK VALLEY INC
430 NORTH CANAL STLAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$1,000
FAMILY SERVICE OF THE MERRIMACK VALLEY INC
430 NORTH CANAL STLAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$250
FIDELITY HOUSE CRC
22 PARKRIDGE RDHAVERHILLMA01830NOT RELATEDEXEMPT PURPOSES$900
FIRST R FOUNDATION
74 LANGSFORD STGLOUCESTERMA01930NOT RELATEDEXEMPT PURPOSES$250PC
FOUND IN TRANSLATION
1532B DORCHESTER AVEDORCHESTERMA02122NOT RELATEDEXEMPT PURPOSES$1,000
FRANKLIN SCHOOL PARENT TEACHER ORGANIZATION INC
2 CYPRESS TERNORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$100
FRIENDS OF BILLERICA COUNCIL ON AGING INC
25 CONCORD RDBILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$200
FRIENDS OF BILLERICA COUNCIL ON AGING INC
25 CONCORD RDBILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$500
FRIENDS OF BUKER ELEMENTARY SCHOOL INC
ONE SCHOOL STWENHAMMA01984NOT RELATEDEXEMPT PURPOSES$500
FRIENDS OF LINCOLN SUDBURY HOCKEY
PO BOX 72SUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$200
FRIENDS OF NORTHSHORE EDUCATION
112 SOHIER RDBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,000
FRIENDS OF READING PUBLIC LIBRARY INC
64 MIDDLESEX AVEREADINGMA01867NOT RELATEDEXEMPT PURPOSES$250
FRIENDS OF THE TEWKSBURY LIBRARY PUBLIC LIBRARY
300 CHANDLER STTEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$350
FRIENDS OF WOBURN TRAVEL BASKETBALL
11 BRENTWOOD RDWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$300
GARDEN CLUB FEDERATION OF MASS
PO BOX 2035SOUTH HAMILTONMA01982NOT RELATEDEXEMPT PURPOSES$250
GENERATIONS INC
25 KINGSTON ST 4TH FLBOSTONMA02111NOT RELATEDEXEMPT PURPOSES$2,500
GEORGETOWN BASEBALL
PO BOX 67GEORGETOWNMA01833NOT RELATEDEXEMPT PURPOSES$550
GIFTS THAT MATTER INC
32 GREAT POND DRBOXFORDMA01921NOT RELATEDEXEMPT PURPOSES$500
GIRLS INC OF LYNN
50 HIGH STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$2,500
GLOUCESTER FUND
45 MIDDLE STGLOUCESTERMA01930NOT RELATEDEXEMPT PURPOSES$500
GOOD FRIDAY WALK INC
PO BOX 646BEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$500
GREATER BEVERLY CHAMBER OF COMMERCE
100 CUMMINGS CENTER 107KBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$800
GREATER BEVERLY CHAMBER OF COMMERCE
100 CUMMINGS CENTER 107KBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$500
GREATER LOWELL CHILDREN'S FUND
2 OMNI WAY 2ND FLOORCHELMSFORDMA01824NOT RELATEDEXEMPT PURPOSES$500
GREATER LOWELL COMMUNITY FOUNDATION
100 MERRIMACK STLOWELLMA01852NOT RELATEDEXEMPT PURPOSES$2,500
GREATER LOWELL FAMILY YMCA
35 YMCA DRLOWELLMA01852NOT RELATEDEXEMPT PURPOSES$500
HABITAT FOR HUMANITY INTERNATIONAL
60 ISLAND STLAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$600
HABITAT FOR HUMANITY NORTH SHORE
14 PARK STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$1,000
HABITAT FOR HUMANITY OF GREATER LOWELL
68 TADMUCK RD UNIT 1LOWELLMA01886NOT RELATEDEXEMPT PURPOSES$250
HAMILTON-WENHAM LITTLE LEAGUE
PO BOX 2305HAMILTONMA01982NOT RELATEDEXEMPT PURPOSES$1,000
HARBORLIGHT COMMUNITY PARTNERS
PO BOX 507BEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,000
HAVERHILL FIRE FIGHTING MUSEUM
75 KENOZA AVEHAVERHILLMA01830NOT RELATEDEXEMPT PURPOSES$300
HEALING ABUSE WORKING FOR CHANGE
27 CONGRESS STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$3,500
HEALTHY KIDS RUNNING SERIES
381 BRINTON LAKE RD STE 1THORNTONPA19373NOT RELATEDEXEMPT PURPOSES$250
HEALTHY STUDENTS HEALTHY SAUGUS
50 ESSEX STSAUGUSMA01906NOT RELATEDEXEMPT PURPOSES$1,000
HERO'S CUP HOCKEY INC
2 SPRING LNMARLBOROMA01752NOT RELATEDEXEMPT PURPOSES$2,500
HISTORIC SALEM INC
PO BOX 865SALEMMA01970NOT RELATEDEXEMPT PURPOSES$500
HOMESTART INC
105 CHAUNCY ST SUITE 502BOSTONMA02111NOT RELATEDEXEMPT PURPOSES$1,000
HOUSE OF HOPE INC
812 MERRIMACK STLOWELLMA01854NOT RELATEDEXEMPT PURPOSES$2,500
HOUSING FAMILIES INC
919 EASTERN AVEMALDENMA02148NOT RELATEDEXEMPT PURPOSES$500
INTO ACTION RECOVERY INC
20 FOX RUNTEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$600
JAMES L MCKEOWN BOYS AND GIRLS CLUB OF WOBURN
CHARLES GARDNER LANEWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$1,000
JAMES L MCKEOWN BOYS AND GIRLS CLUB OF WOBURN
CHARLES GARDNER LANEWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$2,000
KIPP MASSACHUSETTS
90 HIGH ROCK STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$250
L ARCHE BOSTON NORTH INC
PO BOX 1177HAVERHILLMA01831NOT RELATEDEXEMPT PURPOSES$1,000
LA VIDA INC
120 MUNROE STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$3,000
LAHEY CLINIC FOUNDATION
41 MALL RDBURLINGTONMA01805NOT RELATEDEXEMPT PURPOSES$1,750
LAURIE CONDON HODGES MEMORIAL SCHOLARSHIP INC
11 LONDONDERRY LNGEORGETOWNMA01833NOT RELATEDEXEMPT PURPOSES$1,000
LAWRENCE BOYS & GIRLS CLUB
136 WATER STLAWRENCEMA01841NOT RELATEDEXEMPT PURPOSES$700
LAZARUS HOUSE INC
412 HAMPSHIRE STLAWRENCEMA01841NOT RELATEDEXEMPT PURPOSES$1,500
LEAGUE OF WOMEN VOTERS OF MASSACHUSETTS
133 PORTLAND STBOSTONMA02114NOT RELATEDEXEMPT PURPOSES$1,000
LEAP FOR EDUCATION
209 ESSEX STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$2,300
LEXINGTON EDUCATION FOUNDATION
594 MARRETT RD SUITE 7LEXINGTONMA02421NOT RELATEDEXEMPT PURPOSES$500
LIFEBRIDGE OF SALEM
56 MARGIN STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,000
LIFTING SPIRITS MINIATURE THERAPY HORSES INC
23 PLEASANT STANDOVERMA01810NOT RELATEDEXEMPT PURPOSES$300
LITTLE LEAGUE BASEBALL
PO BOX 8200LYNNMA01904NOT RELATEDEXEMPT PURPOSES$250
LONGWOOD CARE
21 RAILROAD AVESWAMPSCOTTMA01907NOT RELATEDEXEMPT PURPOSES$1,000
LOWELL CATHOLIC HIGH SCHOOL
530 STEVENS STLOWELLMA01851NOT RELATEDEXEMPT PURPOSES$2,200
LOWELL CATHOLIC HIGH SCHOOL
530 STEVENS STLOWELLMA01851NOT RELATEDEXEMPT PURPOSES$440
LOWELL GENERAL HOSPITAL
295 VARNUM AVELOWELLMA01854NOT RELATEDEXEMPT PURPOSES$1,500
LUCYS LOVE BUS CHARITABLE TRUST
21 WATER ST STE 302AMESBURYMA01913NOT RELATEDEXEMPT PURPOSES$1,000
LYNN ECONOMIC OPPORTUNITY INC
156 BROAD STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$3,000
LYNN JUNETEENTH COMMITTEE
99 EUTAW AVELYNNMA01902NOT RELATEDEXEMPT PURPOSES$300
LYSOA INC
312A UNION STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$300
MARBLEHEAD ARTS ASSOCIATION
8 HOOPER STMARBLEHEADMA01945NOT RELATEDEXEMPT PURPOSES$500
MARBLEHEAD COMMUNITY ACCESS AND MEDIA INC
217 PLEASANT STMARBLEHEADMA01945NOT RELATEDEXEMPT PURPOSES$5,000
MASSACHUSETTS AUDOBON SOCIETY
208 SOUTH GREAT RDLINCOLNMA01773NOT RELATEDEXEMPT PURPOSES$300
MASSACHUSETTS BANKERS ASSOCIATION
ONE WASHINGTON MALL 8TH FLOORBOSTONMA02108NOT RELATEDEXEMPT PURPOSES$3,000
MASSACHUSETTS COALITION FOR THE HOMELESS
73 BUFFUM STLYNNMA01902NOT RELATEDEXEMPT PURPOSES$1,000
MAYA CHILDCARE INC
44 OAKWOOD AVEFALMOUTHMA02540NOT RELATEDEXEMPT PURPOSES$500
MERRIMACK VALLEY FOOD BANK INC
PO BOX 8638LOWELLMA01853NOT RELATEDEXEMPT PURPOSES$1,000
MERRIMACK VALLEY HOUSING PARTNER
PO BOX 1042LOWELLMA01853NOT RELATEDEXEMPT PURPOSES$2,000
MERRIMACK VALLEY IMMIGRANT AND EDUCATION CENTER INC
439 SOUTH UNION STLAWRENCEMA01843NOT RELATEDEXEMPT PURPOSES$500
MERRY MIXERS
11 WESTON RDMARBLEHEADMA01945NOT RELATEDEXEMPT PURPOSES$500
METRO NORTH HOUSING CORP
54 EASTERN AVEMALDENMA02148NOT RELATEDEXEMPT PURPOSES$500
MIDDLESEX COMMUNITY COLLEGE FOUNDATION
33 KEARNEY SQLOWELLMA01853NOT RELATEDEXEMPT PURPOSES$1,000
MISSION OF DEEDS INC
6 CHAPIN AVEREADINGMA01867NOT RELATEDEXEMPT PURPOSES$3,000
MISSIONSAFE A NEW BEGINNING
18 JOHN ELIOT SQROXBURYMA02120NOT RELATEDEXEMPT PURPOSES$3,000
MONTROSE FOUNDATION INC
29 NORTH STMEDFIELDMA02052NOT RELATEDEXEMPT PURPOSES$1,800
MULTIPLE SCLEROSIS COMMUNITY FOUNDATION INC
6 MARTINACK AVEPEABODYMA01960NOT RELATEDEXEMPT PURPOSES$500
MY BROTHER'S TABLE
98 WILLOW STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$3,000
NASHOBA LEARNING GROUP INC
10 OAK PARK DRBEDFORDMA01730NOT RELATEDEXEMPT PURPOSES$500
NATIONAL INVENTORS HALL OF FAME
3701 HIGHLAND PARK NWNORTH CANTONOH44720NOT RELATEDEXEMPT PURPOSES$1,500
NATIVITY BOSTON
39 LAMARTINE STJAMAICA PLAINMA02130NOT RELATEDEXEMPT PURPOSES$500
NCECP
PO BOX 80255STONEHAMMA02180NOT RELATEDEXEMPT PURPOSES$1,000
NEIGHBORS IN NEED
PO BOX 447LAWRENCEMA01842NOT RELATEDEXEMPT PURPOSES$500
NORTH ANDOVER EARLY CHILDHOOD CENTER
115 PHILLIPS BROOK RDNORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$50
NORTH SHORE COMMUNITY ACTION PROGRAMS INC
119 REAR FOSTER ST BUILDING 13PEABODYMA01960NOT RELATEDEXEMPT PURPOSES$2,500
NORTH SHORE COMMUNITY COLLEGE FOUNDATION INC
ONE FERNCROFT RDDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$750
NORTH SHORE COMMUNITY COLLEGE FOUNDATION INC
ONE FERNCROFT RDDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$2,500
NORTH SHORE COMMUNITY DEVELOPMENT COALITION
102 LAFAYETTE STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$2,500
NORTH SHORE CONCERT BAND
PO BOX 4292PEABODYMA01960NOT RELATEDEXEMPT PURPOSES$600
NORTH SHORE MOVING MARKET
13A FRANKLIN STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$2,500
NORTHEAST ANIMAL SHELTER
347 HIGHLAND AVESALEMMA01970NOT RELATEDEXEMPT PURPOSES$500
NORTHERN ESSEX COMMUNITY COLLEGE
45 FRANKLIN STLAWRENCEMA01840NOT RELATEDEXEMPT PURPOSES$500
NUPATH INC
147 NEW BOSTON STWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$500
OPEN DOOR CAPE ANN FOOD PANTRY
28 EMERSON AVEGLOUCESTERMA01930NOT RELATEDEXEMPT PURPOSES$3,000
PARENTS FOR MUSIC EXCELLENCE INC
17 CONANT STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$250
PARTNERS HEALTHCARE SYSTEM
399 REVOLUTION DR STE 645SOMERVILLEMA02145NOT RELATEDEXEMPT PURPOSES$5,000
PATHWAYS ADULT EDUCATION AND TRAINING INC
330 LYNNWAY STE 302LYNNMA01901NOT RELATEDEXEMPT PURPOSES$500
PAUL CENTER FOR LEARNING AND RECREATION
39 CONCORD RDCHELMSFORDMA01824NOT RELATEDEXEMPT PURPOSES$300
PEABODY ESSEX MUSEUM
161 ESSEX STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$15,000
PEABODY LITTLE LEAGUE INC
PO BOX 683PEABODYMA01960NOT RELATEDEXEMPT PURPOSES$500
PLYMOUTH TASKFORCE FOR THE HOMELESS INC
PO BOX 3896PLYMOUTHMA02361NOT RELATEDEXEMPT PURPOSES$2,500
PROJECT BREAD
145 BORDER STEAST BOSTONMA02128NOT RELATEDEXEMPT PURPOSES$2,000
PROJECT HOME AGAIN
PO BOX 1236ANDOVERMA01810NOT RELATEDEXEMPT PURPOSES$1,000
PROJECT HOPE
550 DUDLEY STROXBURYMA02119NOT RELATEDEXEMPT PURPOSES$500
RAW ART WORKS
37 CENTRAL STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$1,175
REACH FOR THE TOP THERAPY SERVICES
61 LOCUST STDOVERNH03820NOT RELATEDEXEMPT PURPOSES$200
READING CLERGY ASSOCIATION
300 HAVERHILL STREADINGMA01867NOT RELATEDEXEMPT PURPOSES$2,500
READING SCHOLARSHIP FOUNDATION INC
PO BOX 492READINGMA01887NOT RELATEDEXEMPT PURPOSES$250
ROAD RUNNER CLUB OF AMERICA
PO BOX 213ANDOVERMA01810NOT RELATEDEXEMPT PURPOSES$1,000
ROOT NS INC
35 CONGRESS ST STE 2350SALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
ROSIES PLACE
889 HARRISON AVEBOSTONMA02118NOT RELATEDEXEMPT PURPOSES$1,000
RUTHS HOUSE
111 LAFAYETTE SQUAREHAVERHILLMA01832NOT RELATEDEXEMPT PURPOSES$1,000
RUTHS WAY
23 SWAN AVEEAST BOSTONMA02128NOT RELATEDEXEMPT PURPOSES$500
RYAL SIDE CIVIC ASSOCIATION
7 ELEANOR AVEBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$1,000
SAILING HEALS INC
5 WINCHESTER STBRADFORDMA01835NOT RELATEDEXEMPT PURPOSES$1,000
SAILING HEALS INC
5 WINCHESTER STBRADFORDMA01835NOT RELATEDEXEMPT PURPOSES$1,000
SALEM COMMUNITY ARTS CENTER
ONE EAST INDIA SQUARESALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,000
SALEM MAIN STREET
265 ESSEX ST STE 3400SALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,500
SALEM PANTRY
PO BOX 295SALEMMA01970NOT RELATEDEXEMPT PURPOSES$2,000
SALEM PANTRY
PO BOX 295SALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
SALEM PHILHARMONIC ORCHESTRA INC
6 SUTTON AVESALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,000
SALEM SOUND COASTWATCH
12 FEDERAL STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,500
SALEM STATE UNIVERSITY
352 LAFAYETTE STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$1,000
SALEM YOUTH FOOTBALL AND CHEERING INC
PO BOX 268SALEMMA01970NOT RELATEDEXEMPT PURPOSES$250
SALVATION ARMY
440 WEST NYACK RDWEST NYACKNY10994NOT RELATEDEXEMPT PURPOSES$2,000
SAMANTHA'S HARVEST
PO BOX 425READINGMA01867NOT RELATEDEXEMPT PURPOSES$500
SCHOLARSHIP AMERICA INC
365 BOSTON RDBILLERICAMA01821NOT RELATEDEXEMPT PURPOSES$1,000
SMILE MASS
66 DUDLEY RDSUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$500
SMILE MASS
66 DUDLEY RDSUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$1,000
SOCIETY FOR THE DEVELOPMENT OF ARTS
1 MARKET SQNEWBURYPORTMA01950NOT RELATEDEXEMPT PURPOSES$500
SPECIAL NEEDS ARTS PROGRAMS
PO BOX 598LEXINGTONMA02420NOT RELATEDEXEMPT PURPOSES$1,000
SPUR INC
PO BOX 1274MARBLEHEADMA01945NOT RELATEDEXEMPT PURPOSES$500
ST JOHNS PREPARATORY SCHOOL
72 SPRING STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$10,000
ST MARY OF THE ANNUNCIATION SCHOOL
14 OTIS STDANVERSMA01923NOT RELATEDEXEMPT PURPOSES$500
ST FRANCIS HOUSE
39 BOYLSTON STBOSTONMA02116NOT RELATEDEXEMPT PURPOSES$1,200
STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FUND INC
230 CONGRESS ST FLOOR 12BOSTONMA02110NOT RELATEDEXEMPT PURPOSES$9,000
STONEHAM BUSINESS & COMMUNITY EDUCATIONAL FOUNDATION
17 LAWNDALE RDSTONEHAMMA02180NOT RELATEDEXEMPT PURPOSES$500
STONEHAM HISTORICAL SOCIETY
36 WILLIAM STSTONEHAMMA02108NOT RELATEDEXEMPT PURPOSES$300
STONEHAM THEATRE CORP
395 MAIN STSTONEHAMMA02180NOT RELATEDEXEMPT PURPOSES$25,000
SUDBURY CO-OPERATIVE PRE SCHOOL
26 CONCORD RDSUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$300
SUDBURY EDUCATION RESOURCE FUND
21 PHILEMON WHALE LNSUDBURYMA01776NOT RELATEDEXEMPT PURPOSES$500
TAILORED FOR SUCCESS INC
PO BOX 527MALDENMA02148NOT RELATEDEXEMPT PURPOSES$500
TEWKSBURY HABITAT BUILD
PO BOX 454TEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$1,000
TEWKSBURY HABITAT BUILD
PO BOX 454TEWKSBURYMA01876NOT RELATEDEXEMPT PURPOSES$2,500
THE CABOT PERFORMING ARTS CENTER
286 CABOT STBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$2,500
THE CABOT PERFORMING ARTS CENTER
286 CABOT STBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$5,000
THE CALEB GROUP INC
491 HUMPHREY STSWAMPSCOTTMA01907NOT RELATEDEXEMPT PURPOSES$500
THE COMMUNITY HOUSE
284 BAY RDSOUTH HAMILTONMA01982NOT RELATEDEXEMPT PURPOSES$5,000
THE DAVID K JOHNSON FOUNDATION
PO BOX 617READINGMA01867NOT RELATEDEXEMPT PURPOSES$3,000
THE FOOD PROJECT INC
10 LEWIS STLINCOLNMA01773NOT RELATEDEXEMPT PURPOSES$900
THE HAVEN PROJECT INC
57 MUNROE STLYNNMA01901NOT RELATEDEXEMPT PURPOSES$500
THE HOUSE OF THE SEVEN GABLES
115 DERBY STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$4,880
THE JOHN ESTRELLA FOUNDATION FOR CANCER RESEARCH
3 SEWARD AVEBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$300
THE PAN MASS CHALLENGE
77 4TH AVENUENEEDHAM HEIGHTSMA02494NOT RELATEDEXEMPT PURPOSES$250
THE RED SOX FOUNDATION
4 YAWKEY WAYBOSTONMA02215NOT RELATEDEXEMPT PURPOSES$350
THE SAINTS ACADEMY
111 NEW BALCH STBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$2,200
THE SALEM ATHENAEUM
337 ESSEX STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
THE SALEM PARTNERSHIP INC
265 ESSEX ST STE 304SALEMMA01970NOT RELATEDEXEMPT PURPOSES$7,500
THE WAKEFIELD INDEPENDENCE DAY COMMITTEE
PO BOX 1746WAKEFIELDMA01880NOT RELATEDEXEMPT PURPOSES$1,500
THE WISH PROJECT
1A FOUNDRY STLOWELLMA01852NOT RELATEDEXEMPT PURPOSES$500
THINK OF MICHAEL FOUNDATION
18 PARTRIDGE LNLYNNFIELDMA01940NOT RELATEDEXEMPT PURPOSES$1,075
TIMMYS ANGELS
8747 S CICERO AVEHOMETOWNIL60456NOT RELATEDEXEMPT PURPOSES$500
UNITED WAY OF MASSACHUSETTS
100 CUMMINGS CTR STE 231C 341DBEVERLYMA01915NOT RELATEDEXEMPT PURPOSES$2,000
VNA CARE NETWORK INC
199 ROSEWOOD DR STE 180DANVERSMA01923NOT RELATEDEXEMPT PURPOSES$900
VNA HOSPICE CARE INC
100 TRADE CENTER G-500WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$500
WALKER INC
1968 CENTRAL AVENEEDHAMMA02492NOT RELATEDEXEMPT PURPOSES$500
WATERVILLE VALLEY ADAPTIVE PROGRAM
PO BOX 505WATERVILLE VALLEYNH03215NOT RELATEDEXEMPT PURPOSES$2,000
WE'RE ONE WILMINGTON
314 MAIN ST STE 105WILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$500
WILMINGTON YOUTH SOCCER ASSOCIATION
PO BOX 107WILMINGTONMA01887NOT RELATEDEXEMPT PURPOSES$250
WINDRUSH FARM THERAPEUTIC EQUITATION
479 LACY STNORTH ANDOVERMA01845NOT RELATEDEXEMPT PURPOSES$500
WOBURN COMMUNITY EDUCATION FOUNDATION INC
PO BOX 581WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$625
WOBURN COUNCIL OF SOCIAL CONCERN INC
2 MERRIMAC STWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$1,000
WOBURN DOLLARS FOR SCHOLARS
PO BOX 202WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$500
WOBURN HOST LIONS CHARITIES
PO BOX 81WOBURNMA01801NOT RELATEDEXEMPT PURPOSES$100
WOBURN PUBLIC LIBRARY
45 PLEASANT STWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$1,000
WOBURN PUBLIC LIBRARY
45 PLEASANT STWOBURNMA01801NOT RELATEDEXEMPT PURPOSES$800
YAWKEY BASEBALL LEAGUE
31 ELY RDDORCHESTERMA02124NOT RELATEDEXEMPT PURPOSES$250
YMCA OF METRO NORTH
2 CENTENNIAL DR STE 4APEABODYMA01960NOT RELATEDEXEMPT PURPOSES$1,000
YMCA OF METRO NORTH
2 CENTENNIAL DR STE 4APEABODYMA01960NOT RELATEDEXEMPT PURPOSES$1,000
YMCA OF THE NORTH SHORE
ONE SEWALL STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$800
YMCA OF THE NORTH SHORE
ONE SEWALL STSALEMMA01970NOT RELATEDEXEMPT PURPOSES$5,000
YWCA NORTHEASTERN MASSACHUSETTS
140 CLARENDON STBOSTONMA02116NOT RELATEDEXEMPT PURPOSES$600
YWCA NORTHEASTERN MASSACHUSETTS
140 CLARENDON STBOSTONMA02116NOT RELATEDEXEMPT PURPOSES$750
LUK INC
545 WESTMINSTER STFITCHBURGMA01420NOT RELATEDEXEMPT PURPOSES-$250
SUPPORT OUR SENIORS
4770 WHITE PLAINS RDBRONXNY10470NOT RELATEDEXEMPT PURPOSES-$300
PENTUCKET PLAYERS
56 COPLEY DRMETHUENMA01844NOT RELATEDEXEMPT PURPOSES-$250
FRIENDS OF THE CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NOT RELATEDEXEMPT PURPOSES-$175
POP WARNER LITTLE LEAGUE
PO BOX 307LANGHORNEPA19047NOT RELATEDEXEMPT PURPOSES-$100
WOENS LUNCH PLACE
67 NEWBURY STBOSTONMA02116NOT RELATEDEXEMPT PURPOSES-$500
NAHANT LITTLE LEAGUE
PO BOX 161NAHNTMA01908NOT RELATEDEXEMPT PURPOSES-$275
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$371,495TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,192ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$187,920ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$56,238ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Related Or Exempt Function Incm$709RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$245,350ExclusionAmt
Related Or Exempt Function Incm$709RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$246,059TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementFEDERAL TAX REFUNDRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (15 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
SALEM FIVE CENTS SAVINGS BANK
1210 ESSEX STREETSALEMMA01970$154,568Yes (X)
SALEM FIVE CENTS SAVINGS BANK
2211 ESSEX STREETSALEMMA01971$214,621Yes (X)
SALEM FIVE CENTS SAVINGS BANK
3212 ESSEX STREETSALEMMA01972$633,475Yes (X)
SALEM FIVE CENTS SAVINGS BANK
4213 ESSEX STREETSALEMMA01973$91,083Yes (X)
SALEM FIVE CENTS SAVINGS BANK
5214 ESSEX STREETSALEMMA01974$67,459Yes (X)
SALEM FIVE CENTS SAVINGS BANK
6215 ESSEX STREETSALEMMA01975$53,251Yes (X)
SALEM FIVE CENTS SAVINGS BANK
7216 ESSEX STREETSALEMMA01976$57,353Yes (X)
SALEM FIVE CENTS SAVINGS BANK
8217 ESSEX STREETSALEMMA01977$86,960Yes (X)
SALEM FIVE CENTS SAVINGS BANK
9218 ESSEX STREETSALEMMA01978$30,391Yes (X)
SALEM FIVE CENTS SAVINGS BANK
10219 ESSEX STREETSALEMMA01979$119,404Yes (X)
SALEM FIVE CENTS SAVINGS BANK
11220 ESSEX STREETSALEMMA01980$95,717Yes (X)
SALEM FIVE CENTS SAVINGS BANK
12221 ESSEX STREETSALEMMA01981$94,863Yes (X)
SALEM FIVE CENTS SAVINGS BANK
13222 ESSEX STREETSALEMMA01982$140,491Yes (X)
SALEM FIVE CENTS SAVINGS BANK
14223 ESSEX STREETSALEMMA01983$144,636Yes (X)
SALEM FIVE CENTS SAVINGS BANK
15224 ESSEX STREETSALEMMA01984$28,810Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (15 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1610 SHARES OF DEERE$154,5682020-12-08
2847 SHARES OF DEERE$214,6212020-12-08
32500 SHARES OF DEERE$633,4752020-12-08
4340 SHARES OF UBIQUITI$91,0832020-12-08
5310 SHARES OF PAY PAL HOLDINGS$67,4592020-12-08
6675 SHARES OF OLLIES BARGAIN OUTLETS$53,2512020-12-08
7727 SHARES OF OLLIES BARGAIN OUTLETS$57,3532020-12-08
81445 SHARES OF IAA INC$86,9602020-12-08
9505 SHARES OF IAA INC$30,3912020-12-08
102030 SHARES OF EXP WORLD HOLDINGS INC$119,4042020-12-08
11290 SHARES OF EPAM SYSTEMS$95,7172020-12-08
12760 SHARES OF APPLE$94,8632020-12-08
13650 SHARES OF HELEN OF TROY LTD$140,4912020-12-08
141230 SHARES OF EATON CORP$144,6362020-12-08
15245 SHARES OF EATON CORP$28,8102020-12-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWOLF & COMPANY, P.C.CategoryTxt
Amt$3,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,800DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE/MUNICIPAL BONDS$1,899,187$1,988,217
EQUITY$8,288,302$11,802,171

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$13,433BOYBookValueAmt
EOY Book Value$10,702EOYBookValueAmt
EOYFMV$10,702EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA FILING FEEDesc
Revenue And Expenses Per Books$500RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Revenue And Expenses Per Books$709RevenueAndExpensesPerBooksAmt
Adjusted Net Income$709AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEECategoryTxt
Amt$45,727Amt
Net Investment Income$45,727NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2020 ESTIMATED FEDERAL TAXESCategoryTxt
Amt$17,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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