MCQUADE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MCQUADE FAMILY FOUNDATION (EIN 20-2057759)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202131239349100833
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T12:00:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | 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 | 202057759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCQUADE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCQU | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE MCQUADE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2021-03-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2021-03-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $4,578,624 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $502,876 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $95,505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,505 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $386,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,668,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $386,359 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $984,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $481,864 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,545 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,127 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,418 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $312 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $988,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $988,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,023,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $998,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $266,879 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $355,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $355,464 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,855,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,466,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,817,466 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $857,620 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $406,051 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $405,694 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,979,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,227,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,578,624 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,979,622 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,227,967 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,979,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,227,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,979,622 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,227,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,979,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $706,721 | OtherIncreasesAmt |
| Subtotal | $3,647,102 | SubtotalAmt |
| Other Decreases | $419,135 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,227,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100000. AMERICAN HONDA FIN CORP UNSECD SR GMTN | 2019-10-09 | 2020-06-16 | $100,000 | $100,731 | -$731 | -$731 | |
| 475. AUTODESK INC (DEL) | 2013-06-24 | 2020-11-13 | $119,612 | $15,864 | $103,748 | $103,748 | |
| 175. BOOZ ALLEN HAMILTON HLDG CORP CL A COM | 2019-09-26 | 2020-11-13 | $15,083 | $12,655 | $2,428 | $2,428 | |
| 23000. CHEVRON CORP NEW UNSECD SR PIDI NT | 2019-10-16 | 2020-03-03 | $23,000 | $23,009 | -$9 | -$9 | |
| 77000. CHEVRON CORP NEW UNSECD SR PIDI NT | 2019-12-11 | 2020-03-03 | $77,000 | $77,029 | -$29 | -$29 | |
| 50000. INTEL CORP UNSECD SR NT | 2018-03-06 | 2020-07-29 | $50,000 | $49,797 | $203 | $203 | |
| 50000. JPMORGAN CHASE & CO SR UNSECD NT CALL 5/23/20 @100 | 2019-07-31 | 2020-05-23 | $50,000 | $50,207 | -$207 | -$207 | |
| 70. MICROSOFT CORPORATION | 2016-05-10 | 2020-09-18 | $14,196 | $3,532 | $10,664 | $10,664 | |
| 296. MICROSOFT CORPORATION | 2016-05-10 | 2020-11-13 | $63,502 | $14,935 | $48,567 | $48,567 | |
| 8. MICROSOFT CORPORATION | 2014-05-02 | 2020-11-13 | $1,716 | $318 | $1,398 | $1,398 | |
| 66. MICROSOFT CORPORATION | 2012-04-20 | 2020-11-13 | $14,159 | $2,158 | $12,001 | $12,001 | |
| 296. MICROSOFT CORPORATION | 2012-05-17 | 2020-11-13 | $63,502 | $8,853 | $54,649 | $54,649 | |
| 109. MICROSOFT CORPORATION | 2012-08-02 | 2020-11-13 | $23,384 | $3,168 | $20,216 | $20,216 | |
| .842 RAYTHEON TECHNOLOGIES CORP COM | 2017-01-24 | 2020-05-29 | $58 | $53 | $5 | $5 | |
| 100000. TARGET CORP SR UNSECD NT | 2019-12-03 | 2020-01-28 | $101,001 | $101,286 | -$285 | -$285 | |
| 500000. UNITED STATES TREAS BILL DTD 09/12/19 DUE 03/12/20 | 2019-12-31 | 2020-03-12 | $498,546 | $498,546 | |||
| 100000. UNITEDHEALTH GROUP INC UNSECD SR NT | 2019-10-09 | 2020-10-15 | $100,000 | $100,156 | -$156 | -$156 | |
| 645. VANGUARD FTSE EMERGING MKTS ETF | 2017-01-10 | 2020-04-28 | $23,129 | $23,837 | -$708 | -$708 | |
| 285. VISA INC CL A COM | 2016-05-06 | 2020-11-13 | $59,137 | $22,145 | $36,992 | $36,992 | |
| 535. VISA INC CL A COM | 2013-06-24 | 2020-11-13 | $111,011 | $23,754 | $87,257 | $87,257 | |
| 50000. WELLS FARGO & CO NEW UNSECD MEDIUM TERM SR NT | 2018-08-15 | 2020-12-07 | $50,000 | $49,390 | $610 | $610 | |
| 2841. WELLS FARGO & CO PFD 6.0% SER V | 2020-01-02 | 2020-12-15 | $71,025 | $74,244 | -$3,219 | -$3,219 | |
| 1009. WELLS FARGO & CO PFD 6.0% SER V | 2019-12-31 | 2020-12-15 | $25,225 | $26,244 | -$1,019 | -$1,019 | |
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,594 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $386,359 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,987 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | RI | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EUGENE M MCQUADE | ||||||
| 50 DOWNING ST | EAST GREENWICH | RI | 02818 | DIRECTOR | 1 | $0 |
| PEGGY J MCQUADE | ||||||
| 50 DOWNING ST | EAST GREENWICH | RI | 02818 | DIRECTOR | 1 | $0 |
| BRIAN WADE | ||||||
| 216 FOREST AVENUE | GLENRIDGE | NJ | 07028 | DIRECTOR | 1 | $0 |
| BANK OF AMERICA N A | ||||||
| 225 FRANKLIN ST | BOSTON | MA | 02110 | AGENT FOR FIDUCIARY | 1 | $23,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,723,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $444,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,167,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,167,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,105,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,487 | TotalTaxAmt |
| Distributable Before Adj | $198,776 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,776 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,776 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $998,793 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $998,793 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $998,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,776 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $812,739 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $943,140 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $942,014 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $700,898 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $695,878 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,094,669 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $998,793 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,776 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $800,017 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,894,686 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $812,739 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,081,947 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $943,140 | ExcessFromYear4Amt |
| Excess From Year3 | $942,014 | ExcessFromYear3Amt |
| Excess From Year2 | $700,898 | ExcessFromYear2Amt |
| Excess From Year1 | $695,878 | ExcessFromYear1Amt |
| Excess From Current Year | $800,017 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
| Business Name Line2 | C/O BANK OF AMERICA | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED GENERAL | GrantOrContributionPurposeTxt |
| Amt | $988,825 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $988,825 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $386,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $481,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $481,864 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| EUGENE MCQUADE | |||||||
| 1 | C/O BANK OF AMERICA NA | PO BOX 1802 | PROVIDENCE | RI | 029011802 | $155,254 | Yes (X) |
| EUGENE MCQUADE | |||||||
| 2 | C/O BANK OF AMERICA | PO BOX 1802 | PROVIDENCE | RI | 029011802 | $143,698 | Yes (X) |
| EUGENE MCQUADE | |||||||
| 3 | C/O BANK OF AMERICA | PO BOX 1802 | PROVIDENCE | RI | 029011802 | $203,924 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 628 SHS AUTODESK INC | $155,254 | 2020-11-12 |
| 2 | 681 SHS MICROSOFT CORP | $143,698 | 2020-11-12 |
| 3 | 956 SHS VISA INC | $203,924 | 2020-11-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE - BOA | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 458140AQ3 INTEL CORP UNSECD SR | ||
| 94974BGR5 WELLS FARGO & CO NEW | ||
| 02665WCH2 AMERICAN HONDA FIN C | ||
| 06406FAA1 BANK NEW YORK MELLON | $101,023 | $100,451 |
| 166764BP4 CHEVRON CORP NEW UNS | ||
| 46625HLW8 JPMORGAN CHASE & CO | ||
| 718172AL3 PHILIP MORRIS INTL I | $101,633 | $102,309 |
| 87612EAV8 TARGET CORP SR UNSEC | ||
| 91324PDC3 UNITEDHEALTH GROUP I | ||
| 05565QBU1 BP CAP MKTS PLC CO G | $103,359 | $102,663 |
| 89236THM0 TOYOTA MTR CR CORP U | $100,036 | $100,271 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 438516106 HONEYWELL INTL INC C | $4,419 | $20,207 |
| 478160104 JOHNSON & JOHNSON CO | $9,872 | $11,017 |
| 037833100 APPLE INC COM | $12,806 | $115,175 |
| 594918104 MICROSOFT CORP COM | $5,835 | $90,303 |
| 464287200 ISHARES CORE S&P 500 | $212,871 | $364,128 |
| 922908629 VANGUARD MID-CAP ETF | $261,794 | $380,457 |
| 922908751 VANGUARD SMALL-CAP E | $135,904 | $258,924 |
| 023135106 AMAZON COM INC COM | $4,282 | $65,139 |
| 22160K105 COSTCO WHSL CORP NEW | $4,949 | $16,955 |
| 084670702 BERKSHIRE HATHAWAY I | $11,603 | $18,550 |
| 57636Q104 MASTERCARD INC CL A | $19,017 | $74,957 |
| 02079K107 ALPHABET INC CL C CO | $4,845 | $26,278 |
| 02079K305 ALPHABET INC CL A CO | $5,585 | $29,795 |
| 30303M102 FACEBOOK INC CL A CO | $3,098 | $35,784 |
| 464287465 ISHARES MSCI EAFE ET | $95,910 | $121,843 |
| 464288646 ISHARES SHORT-TERM C | $740,718 | $772,049 |
| 81369Y704 SELECT SECTOR SPDR T | $23,365 | $31,435 |
| 81369Y605 SELECT SECTOR SPDR T | $15,845 | $21,520 |
| 369550108 GENERAL DYNAMICS COR | $8,646 | $11,608 |
| 539830109 LOCKHEED MARTIN CORP | $9,567 | $15,974 |
| 666807102 NORTHROP GRUMMAN COR | $7,859 | $14,627 |
| 755111507 RAYTHEON CO COM NEW | ||
| 437076102 HOME DEPOT INC COM | $8,072 | $19,922 |
| 464288513 ISHARES IBOXX $ HIGH | $88,630 | $89,919 |
| 922042858 VANGUARD FTSE EMERGI | ||
| 91324P102 UNITEDHEALTH GROUP I | $10,145 | $27,002 |
| 98978V103 ZOETIS INC CL A COM | $5,544 | $21,515 |
| 70450Y103 PAYPAL HOLDINGS INC | $19,089 | $114,758 |
| 949921571 WELLS FARGO SMALL CO | $111,209 | $131,982 |
| 353612781 FRANKLIN FTLG RATE D | ||
| 77956H484 T ROWE PRICE EMERGIN | $39,778 | $62,407 |
| 81369Y803 SELECT SECTOR SPDR T | $19,204 | $33,155 |
| 21036P108 CONSTELLATION BRANDS | $13,559 | $14,238 |
| 101137107 BOSTON SCIENTIFIC CO | $13,744 | $14,380 |
| 11135F101 BROADCOM INC COM | $10,659 | $35,028 |
| 254687106 DISNEY WALT CO COM D | $17,886 | $28,989 |
| 14040H865 CAPITAL ONE FINL COR | $100,646 | $104,754 |
| 74460W669 PUBLIC STORAGE PFD R | $100,986 | $105,298 |
| 45167R104 IDEX CORP COM | $13,155 | $15,936 |
| 931142103 WALMART INC COM | $10,690 | $12,974 |
| 053015103 AUTOMATIC DATA PROCE | $15,006 | $38,764 |
| 099502106 BOOZ ALLEN HAMILTON | ||
| 79466L302 SALESFORCE COM INC C | $18,766 | $58,748 |
| 92826C839 VISA INC CL A COM | $18,693 | $92,085 |
| 65339F101 NEXTERA ENERGY INC C | $2,479 | $12,344 |
| 38145G308 GOLDMAN SACHS GROUP | $100,217 | $101,668 |
| 808513600 SCHWAB CHARLES CORP | $100,056 | $98,171 |
| 244199105 DEERE & CO COM | $16,462 | $20,179 |
| 75513E101 RAYTHEON TECHNOLOGIE | $7,877 | $19,808 |
| 052769106 AUTODESK INC COM | $5,110 | $46,717 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FMV TO TAX COST | Desc |
| Amt | $419,135 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME ADJUSTMENT | $610 |
| ADJUST CARRYING VALUE | $439,489 |
| SALES ADJUSTMENT | $266,622 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR | $7,499 | $0 | $0 |
| EXCISE TAX ESTIMATES | $2,500 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $282 | $282 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $30 | $30 | $0 |
Comments