BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202131339349101978
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T12:13:18-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 311698286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEVERIDGE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 8002299667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD CASWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002299667 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARD | PersonFirstNm |
| Person Last | CASWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F MULDOON CPA | PreparerPersonNm |
| PTIN | P01561688 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2021-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $66,936,661 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,297,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,297,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,082,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,081,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,082,641 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,482 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,482 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,387,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,387,622 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $184,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,268 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $145,732 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,965 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,768 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,197 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,740 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,370 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,370 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,817 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,818 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $373,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $360,344 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,608 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,194 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,386 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $17,220 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,581 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,639 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,452 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,466 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $833,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $492,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $292,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,554,810 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,554,810 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,387,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $492,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,847,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,894,828 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,858,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,874,455 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,874,455 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,164 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,160 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,160 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,306,991 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,399,068 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,399,068 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,720,569 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,913,549 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,913,549 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,772,874 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,208,672 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,208,672 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,110,538 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,382,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,382,945 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $39,204 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,317 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,375 | LandBOYAmt |
| Land EOY | $17,887 | LandEOYAmt |
| Land EOYFMV | $17,887 | LandEOYFMVAmt |
| Other Assets BOY | $122,984 | OtherAssetsBOYAmt |
| Other Assets EOY | $136,925 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $136,925 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,915,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,936,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,936,661 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,682 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $39,836 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $218,167 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $210,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $256,849 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $249,836 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $45,707,833 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $49,382,098 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $15,950,861 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $17,304,727 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,658,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,686,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,915,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,936,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,658,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,038,495 | OtherIncreasesAmt |
| Subtotal | $66,696,825 | SubtotalAmt |
| Other Decreases | $10,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,686,825 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $18,081,242 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,998,601 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,082,641 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,082,641 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,082,641 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,190 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,190 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $3,947 | OverpaymentAmt |
| Applied To ES Tax | $3,947 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEVERIDGE.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| WARD S CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | PRESIDENT/DIRECTOR | 40.00 | $184,000 | $35,512 | $0 |
| PHILIP CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | EMERITUS | 0.50 | $0 | $0 | $0 |
| RUTH S DUPONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEAH BEVERIDGE RICHARDSON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | CLERK | 1.00 | $0 | $0 | $0 |
| CHRISTA PALMER BIGUE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PETER WESTON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JABEZ PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH L KIRKPATRICK | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | SECOND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| FREDERICK WILLIAM STECHER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | TREASURER | 2.00 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | FIRST VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALEXANDER CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | ASSISTANT CLERK (UNTIL 10/2020) | 1.00 | $0 | $0 | $0 |
| ALEXANDRA B RUSSELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | ASSISTANT CLERK (AS OF 10/2020) | 1.00 | $0 | $0 | $0 |
| PATRICE SWAN | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FREDERIC PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HENRY DUPONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| NANCY REICHE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANDES INVESTMENT PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11988 EL CAMINO REAL 600 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $86,779 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,709,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,077 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,862,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,862,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $912,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,949,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,997,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,997,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,238 | TotalTaxAmt |
| Distributable Before Adj | $2,957,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,957,240 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,957,240 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,847,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $6,898 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,854,538 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,854,538 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,957,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $101,264 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $101,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,854,538 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,854,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $101,264 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $101,264 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,438 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARD CASWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002299667 | RecipientPhoneNum |
| Recipient Email Address | WARD@CASWELL.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT THE PROPOSAL ABSTRACT PROVIDED BY THE FOUNDATION ALONG WITH THE FOLLOWING REQUIRED DOCUMENTS 1)COPY OF IRS LETTER CLASSIFYING THE APPLICANT AS EXEMPT UNDER CODE SECTIONS 509(A) & 501(C)(3), 2)COPY OF 990 FOR THE MOST RECENT TOW YEARS, 3)THREE CONSTRUCTION BIDS, IF CONSTRUCTION PROJECT, 4)NAMES AND AFFILIATIONS OF THE BOARD MEMBERS, 5)IF HOSPITAL OR OTHER HEALHT-RELATED FACILITY, A COPY OF THE DETERMINATION OF NEED (DON) OR A CERTIFICATE OF NEED (CON), 6)MOST RECENT AUDITED FIANCIAL STATEMENTS, IF APPLICABLE, 7)NAME AND QULAIFCATIONS OF THE PERSON RESPONSIBLE OFR ADMINSTERING THE GRANT, 8)DETAILED BUDGET OF TEH PROJECT, 9)LIST OF OTHER SOURCES OF FUNDIGN FOR THIS PROJECT, 10)A STATEMENT THAT THE GRANT REQUEST IS EXECUTED BY A PERSON AUTHORIXED TO SUBMIT ON HEALF OF THE REQUESTING ORGANIZATION, 11)TABLE OF ORGANIZATION, 12)IF A UNIT OF GOVERNMENT, EVIDENCE OF THE RELATIONSHIP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGSUT 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | REJECTED PROGRAM ACTIVILES, INTERNATIONAL AFFAIRS, MEMBER BENEFIT, REJECTED TYPES OF SUPPORT AWARDS/PRIZE/COMPETITOINS, COLLECTIONS MGMT, COMMISSIONING NEW WORKS, CONFERENCES/SEMINARS, CURRICULUM DEVELOPMENT, DEBT REDUCTION, EMPLOYEE MATCHING GIFTS, EMLOYEE-BASED SCHOLARSHIPS, ENDOWMENT FUNDS, FACULTY/STAFF DEVELOPMENT, FELLOWSHIPS, FIL/VIDEO/RADIO PRODUCTION, FOUNDATION ADMINSTERED PRGRAMS, GENERAL/OPERATING SUPPORT, GRANTS/SCHOLARSHIPS TO INDIVDUALS, INCOME DEVELOMENT, INTERNSHIP FUNDS, MANAGEMENT DEVELOPMENT, PERFORMANCE/PRODUCTION COSTS, PROFESSORSHIPS, PROGRAM-RELATED INVESTMENT/LOANS, STUDENT AID MAXIUM GRANT AMOUNT REQUESTED SHOULD NOT EXCEED 25% OF THE TOTAL CONTRIBUTIONS FOR THE MOST RECENTLY ENDED FISCAL YEAR, OR 20% OF THE PROJECT BUDGET APPROVED AREAS OF GIVING INCLUDE HAMPEN & HAMPSHIRE COUNTIES, MA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (142 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION MANH | |||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | PC | COMPUTER UPGRADES TO SPRINGFIELD OFFICE | $5,000 | |
| AMERICAN RED CROSS OF WESTERN MASS | |||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | PC | BUILDING BLOOD COLLECTION CAPACITY WITH NEW EQUIPMENT | $13,260 | |
| AMHERST REGIONAL PUBLIC SCHOOLS PGA INC | |||||||
| 51 BLUE HILLS RD | AMHERST | MA | 01002 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF DISTANCE LEARNING | $5,000 | |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 685 CANTON STREET STE 103 | NORWOOD | MA | 02062 | PC | ALS EQUIPMENT LOAN CLOSET | $10,000 | |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | PC | NEW ENGLAND TRAIL: EXPANDING EMPLOYMENT OPPORTUNITIES FOR HOLYOKE TEENS | $10,000 | |
| ARGENZIANO SCHOOL PTA | |||||||
| 290 WASHINGTON STREET | SOMMERVILLE | MA | 02143 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 | |
| BAY PATH UNIVERSITY | |||||||
| 588 LONGMEADOW ST | LONGMEADOW | MA | 011062292 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF THE 2020 WOMEN'S CONFERENCE | $10,000 | |
| BAY PATH UNIVERSITY | |||||||
| 588 LONGMEADOW ST | LONGMEADOW | MA | 011062292 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION - PRESIDENT'S GALA | $5,000 | |
| BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY | |||||||
| 83 MAPLE STREET SUITE 201 | SPRINGFIELD | MA | 01105 | PC | TECHNOLOGY AND EXISTING MATCH SUPPORT | $15,000 | |
| BLUES TO GREEN INC | |||||||
| 18 TUCKER ROAD | HUNTINGTON | MA | 010509728 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| BOSTON PARTNERS IN EDUCATION INC | |||||||
| 44 FARNSWORTH ST | BOSTON | MA | 02210 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION - BEV BUCKS PER HENRY DU PONT | $1,667 | |
| BOYS & GIRLS CLUB OF WEST SPRINGFIELD INC | |||||||
| 615 MAIN STREET | W SPRINGFIELD | MA | 010893958 | PC | EMERGENCY HEATING AND COOLING REPLACEMENT | $5,000 | |
| BRIDGE STREET SCHOOL PTO INC | |||||||
| 2 PARSONS ST | NORTHAMPTON | MA | 01060 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $7,500 | |
| THE BUSCH WILDLIFE SANCTUARY INC | |||||||
| 2500 JUPITER PARK DRIVE | JUPITER | FL | 33458 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| C-10 RESEARCH & EDUCATION FOUNDATION | |||||||
| 11 CHESTNUT ST | AMESBURY | MA | 01913 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 | |
| CAMP ARCADIA SCHOLARSHIP FOUNDATION | |||||||
| 63 BIRDIE LANE | WELLS | ME | 04090 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CANDID | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CHELSEA COLLABORATIVE INC | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| CHERRY CREEK TOUCHDOWN CLUB | |||||||
| PO BOX 4474 | GREENWOOD VILLAGE | CO | 80155 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CHESAPEAKE REGION ACCESSIBLE BOATING INC | |||||||
| PO BOX 6564 | ANNAPOLIS | MD | 21403 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN MEMORY OF IAN C. PALMER | $5,000 | |
| CHINO COMMUNITY CHILDREN'S THEATRE | |||||||
| 13123 SEVENTH ST | CHICO | CA | 91710 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CHRISTINA'S HOUSE | |||||||
| 38 MADISON AVE | SPRINGFIELD | MA | 011181115 | PC | CAPACITY BUILDING GRANT FOR CHRISTINA'S HOUSE | $25,000 | |
| CLARKE SCHOOL FOR THE DEAF | |||||||
| 47 ROUND HILL RD | NORTHAMPTON | MA | 010602123 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNITY ACTION OF THE PIONEER VALLEY | |||||||
| 393 MAIN ST | GREENFIELD | MA | 013013320 | PC | NORTHAMPTON RESILIENCE HUB | $50,000 | |
| COMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER | |||||||
| 247 CABOT ST | HOLYOKE | MA | 010403927 | PC | BARD MICROCOLLEGE HOLYOKE SCHOLARSHIP PROGRAM | $40,000 | |
| COMMUNITY EDUCATION PROJECT INC | |||||||
| 317 MAIN ST | HOLYOKE | MA | 010405704 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | COVID-19 RESPONSE FUND | $95,000 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | HAMPDEN/HAMPSHIRE SCHOLARSHIP PROGRAM 2020 | $24,000 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | COVID-19 RESPONSE FUND FOR THE PIONEER VALLEY | $125,000 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | QUALIFIED DISTRIBUTION TO DONOR ADVISED FUND | $50,000 | |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC | |||||||
| 1 SUGARLOAF ST 2ND FLR | S DEERFIELD | MA | 013731119 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| CONGREGATION OF ADAT REYIM | |||||||
| 6500 WESTBURY OAKS | SPRINGFIELD | VA | 22152 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,000 | |
| CONNECTICUT RIVER WATERSHED COUNCIL INC | |||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | PC | BUILDING A BETTER BACK OFFICE TO GROW AND SUSTAIN OUR ORGANIZATION | $15,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN MEMORY OF IAN PALMER | $5,000 | |
| DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED | |||||||
| 948 CONWAY RD | ASHFIELD | MA | 013309772 | PC | UPLIFTING THE NEXT GENERATION: DOUBLE EDGE ARTISTIC TRAINING | $12,000 | |
| DOUGLAS COUNTY EDUCATIONAL FOUNDATION | |||||||
| 620 WILCOX ST | CASTLE ROCK | CO | 80104 | PC | 2020 QUALIFIED DISCRETIONARY REPORT IN SUPPORT OF LEGEND HIGH SCHOOL LIGHTING UPGRADE | $15,000 | |
| DRAMA STUDIO INC | |||||||
| PO BOX 80892 | SPRINGFIELD | MA | 011380892 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| EASTHAMPTON NEIGHBORS | |||||||
| 11 FOX RUN | EASTHAMPTON | MA | 01027 | PC | EASTHAMPTON NEIGHBORS | $5,000 | |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| ENCHANTED CIRCLE INC | |||||||
| 4 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | PC | CREATIVE CLASSROOMS INITIATIVE: ARTS INTEGRATION IN THE HOLYOKE PUBLIC SCHOOLS | $15,000 | |
| ENCHANTED CIRCLE INC | |||||||
| 4 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC | |||||||
| 400 SEABROOK RD | TEQUESTA | FL | 33469 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| ESSEX HISTORICAL SOCIETY & SHIPBUILDING MUSEUM INC | |||||||
| PO BOX 277 66 MAIN STREET | ESSEX | MA | 01929 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FIDELCO GUIDE DOG FOUNDATION INC | |||||||
| 103 VISION WAY | BLOOMFIELD | CT | 060021424 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FLORENCE CRITTENTON SERVICES OF COLORADO | |||||||
| 96 SOUTH ZUNI STREET | DENVER | CO | 80223 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| FRACTURED ATLAS (FISCALLY SPONSORING SELF-EVIDENT MEDIA) | |||||||
| 156 OVERLOOK DRIVE | FLORENCE | MA | 01062 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | |
| FRACTURED ATLAS (FISCALLY SPONSORING SELF-EVIDENT MEDIA) | |||||||
| 156 OVERLOOK DRIVE | FLORENCE | MA | 01062 | PC | SELF EVIDENT MEDIA SEED FUNDING | $30,000 | |
| FRIENDS OF CHILDREN INC | |||||||
| 245 RUSSELL STREET SUITE 22 | HADLEY | MA | 01035 | PC | FOCUS: FOSTER FUTURES | $25,000 | |
| FRIENDS OF YOUTH | |||||||
| 13116 NE 132ND STREET | KIRKLAND | WA | 98034 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| FUTURE ARTS FOUNDATION | |||||||
| 699 SUNDOWN DRIVE | LAFAYETTE | CO | 80026 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,000 | |
| GANDARA MENTAL HEALTH CENTER INC | |||||||
| 147 NORMAN ST | WEST SPRINGFIELD | MA | 010895003 | PC | GANDARA CENTER FY 2021 PRIORITY CAPITAL PROJECTS | $25,000 | |
| GIRLS ON THE RUN | |||||||
| 16 CENTER ST SUITE 322 | NORTHAMPTON | MA | 01060 | PC | PROGRAM EXPANSION OF GOTR | $24,000 | |
| GORDON SCHOOL | |||||||
| 45 MAXFIELD AVE | E PROVIDENCE | RI | 02914 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| GRAY HOUSE INC | |||||||
| 22 SHELDON ST | SPRINGFIELD | MA | 011071915 | PC | GRAY HOUSE TECHNOLOGY AND SITE IMPROVEMENTS | $9,000 | |
| GREATER WESTFIELD EMERGENCY FOOD PANTRY INC | |||||||
| 101 MEADOW ST | WESTFIELD | MA | 01085 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| GROUNDWORK SOMERVILLE INC | |||||||
| 337 SOMERVILLE AVE 2B | SOMMERVILLE | MA | 02143 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| GUS GIORDANO JAZZ LEGACY FOUNDATION | |||||||
| 5230 NORTH CLARK STREET | CHICAGO | IL | 60640 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| HARMONY HOUSE INC | |||||||
| PO BOX 6135 | HOLYOKE | MA | 010416135 | PC | MATERIALS FOR RENOVATION OF VIEW STREET PROPERTY | $35,000 | |
| HEALING RACISM INSTITUTE OF PIONEER VALLEY | |||||||
| ONE MONARCH PLACE SUITE 1300 | SPRINGFIELD | MA | 01104 | PC | CAPACITY TO GROW CAMPAIGN | $50,000 | |
| HOMEWARD ALLIANCE | |||||||
| 242 CONIFER ST | FORT COLLINS | CO | 80524 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| HOPE AND COMFORT INC | |||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,000 | |
| HUMAN DEVELOPMENT CORPORATION | |||||||
| 664 E CENTRAL AVE | EDGEWATER | MD | 210373429 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | |
| HUMAN SERVICE FORUM | |||||||
| PO BOX 366 | HOLYOKE | MA | 01041 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| INNER EXPLORER INC | |||||||
| 430 FRANKLIN VILLAGE PARKWAY SUITE | FRANKLIN | MA | 02038 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | 325 |
| IOBY | |||||||
| 725 ST MARKS AVE | BROOKLYN | NY | 11216 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION - BEVBUCKS PER ASHLEY CASWELL TO BENEFIT THE CROWN HEIGHTS MUTUAL AID | $1,667 | |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF THE WHITE RIBBON BREAKFAST | $5,000 | |
| JONATHAN'S LANDING CARES INC | |||||||
| 16823 CAPTAIN KIRLE DR | JUPITER | FL | 334771299 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS | |||||||
| PO BOX 15167 | SPRINGFIELD | MA | 011155167 | PC | EXPANDING THE BOUNDARIES OF EDUCATION | $20,000 | |
| JUPITER MEDICAL CENTER FOUNDATION INC | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 334587205 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| KAUAI HUMANE SOCIETY | |||||||
| PO BOX 3330 | LIHUE | HI | 967666330 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| LAND FOR GOOD INC | |||||||
| 25 ROXBURY STREET 114 | KEENE | NH | 03431 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| LEADERSHIP PIONEER VALLEY | |||||||
| 1391 MAIN ST 9TH FLOOR | SPRINGFIELD | MA | 01103 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| LEADERSHIP PIONEER VALLEY | |||||||
| 1391 MAIN ST 9TH FLOOR | SPRINGFIELD | MA | 01103 | PC | LPV PATH FORWARD | $21,200 | |
| LITERACY LAB | |||||||
| 1 FEDERAL STREET | SPRINGFIELD | MA | 01109 | PC | EQUIPMENT FOR VIRTUAL LITERACY INTERVENTIONS IN WESTERN MASSACHUSETTS | $25,000 | |
| THE LITERACY PROJECT INC | |||||||
| 15 BANK ROW ST SUITE C | GREENFIELD | MA | 013013511 | PC | VIRTUAL LITERACY INSTRUCTION FOR ADULT LEARNERS | $8,000 | |
| LONG WAY HOME | |||||||
| 508 MOUNTAIN PROSPECT LN | CULPEPPER | VA | 22701 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 | |
| LOWELL'S MARITIME FOUNDATION | |||||||
| 459 MAIN STREET | AMESBURY | MA | 01913 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | |
| LUCY'S LOVE BUS CHARITABLE TRUST | |||||||
| PO BOX 464 | AMESBURY | MA | 01913 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| LUDLOW BOYS & GIRLS CLUB INC | |||||||
| 91 CLAUDIAS WAY | LUDLOW | MA | 010563101 | PC | UPDATED FACILITY SAFETY & ACCESSIBILITY | $40,000 | |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 S GREAT RD | LINCOLN | MA | 017734816 | PC | RARE OPPORTUNITY TO PROTECT 1,500 ACRES ON THE URBAN FRINGE | $27,500 | |
| MASSACHUSETTS COALITION FOR THE HOMELESS INC | |||||||
| 73 BUFFUM STREET | LYNN | MA | 010602406 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| MASSACHUSETTS FOUNDATION FOR THE HUMANITIES | |||||||
| 66 BRIDGE STREET | NORTHAMPTON | MA | 010602406 | PC | PILOTING THE PRIME TIME FAMILY READING PROGRAM IN HOLYOKE | $5,750 | |
| MASSACHUSETTS FOUNDATION FOR THE HUMANITIES | |||||||
| 66 BRIDGE STREET | NORTHAMPTON | MA | 010602406 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| MASSACHUSETTS PUBLIC HEALTH ASSOCIATION | |||||||
| 50 FEDERAL ST 8TH FLOOR | BOSTON | MA | 02110 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| MENTAL HEALTH ASSOCIATION OF GREAT SPRINGFIELD | |||||||
| 995 WORTHINGTON ST | SPRINGFIELD | MA | 011094027 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| MENTAL HEALTH ASSOCIATION OF GREAT SPRINGFIELD | |||||||
| 995 WORTHINGTON ST | SPRINGFIELD | MA | 011094027 | PC | FACILITY RENOVATIONS FOR MHAS COMMUNITY BASED HOMES | $50,000 | |
| MERCY MEDICAL CENTER | |||||||
| 271 CAREW ST | SPRINGFIELD | MA | 02119 | PC | MERCY ER STAR (STARTING TREATMENT ASSISTING RECOVERY) | $25,000 | |
| MOTHER AFRICA | |||||||
| 1209 CENTRAL AVE SOUTH 120 | KENT | WA | 98032 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| MOUNT WASHINGTON VALLEY CHORAL SOCIETY | |||||||
| 102 N SOUTH ROAD UNIT C PBM 207 | NORTH CONWAY | NH | 038605267 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS | |||||||
| 15 COURT SQ SUITE 345 | BOSTON | MA | 02108 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| NEW ENGLAND BUSINESS ASSOCIATES INC | |||||||
| 66 INDUSTRY AVE STE 11 | SPRINGFIELD | MA | 01004 | PC | LEARN TO EARN | $25,000 | |
| NORTHAMPTON JAZZ FESTIVAL INC | |||||||
| PO BOX 631 | NORTHAMPTON | MA | 01061 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| NORTHEAST ORGANIC FARMING ASSOCIATION (NOFAMASS) | |||||||
| 411 SHELDON RD | BARRE | MA | 01005 | PC | COMMUNITY GARDENS FOR EDUCATION AND LOCAL FOOD ACCESS | $8,000 | |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| 1 LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | PC | BEVERIDGE HALL | $50,000 | |
| PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS | |||||||
| 800 AIRPORT BI SUITE 320 | BURLINGAME | CA | 94010 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| THE PERFORMANCE PROJECT INC | |||||||
| PO BOX 1173 | NORTHAMPTON | MA | 01061 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| PIONEER VALLEY POWER PACKS INC | |||||||
| 73 BARRETT ST 3706 | NORTHAMPTON | MA | 01060 | PC | PIONEER VALLEY POWER PACKS WEEKEND FREE FOOD BACKPACK PROGRAM | $10,000 | |
| PIONEER VALLEY RIVERFRONT CLUB INC | |||||||
| 121 WEST ST | SPRINGFIELD | MA | 01104 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| PIONEER VALLEY WORKERS CENTER | |||||||
| 20 HAMPTON AVE SUITE 200 | NORTHAMPTON | MA | 01060 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| PITTSBURGH YOUTH LEADERSHIP | |||||||
| 1034 FIFTH AVE SUITE 400 | PITTSBURGH | PA | 15219 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 | |
| PLAY ON SHAKESPEARE | |||||||
| PO BOX 955 | ASHLAND | OR | 97520 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | |
| PROVISION MINISTRY INC | |||||||
| 7 THOMAS NEWTON DRIVE | WESTBORO | MA | 01581 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF HOMELESS CARE PACKS | $5,000 | |
| PROVISION MINISTRY INC | |||||||
| 7 THOMAS NEWTON DRIVE | WESTBORO | MA | 01581 | PC | HELPING THE HOMELESS IN SPRINGFIELD MA | $40,000 | |
| QUABOAG HILLS COMMUNITY COALITION INC | |||||||
| 85 SOUTH STREET | WARE | MA | 01082 | PC | QUABOAG HILLS COMMUNITY FUND (THE FUND) | $10,000 | |
| REVITALIZE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1145 MAINSTREET SUITE 107 | SPRINGFIELD | MA | 01103 | PC | HOLYOKE HEALTHY HOMES PILOT PROJECT | $25,000 | |
| SAFE PASSAGE INC | |||||||
| 76 CARLON DRIVE | NORTHAMPTON | MA | 01060 | PC | SAFETY, HOPE & HEALING: THE CAMPAIGN FOR SAFE PASSAGE | $40,000 | |
| SANDWICH COMMUNITY SCHOOL INC | |||||||
| 1164 BUNKERHILL ROAD | SOUTH TAMWORTH | NH | 03883 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| SCHOLAR ATHLETES INC | |||||||
| 57 MAGAZINE STREET | ROXBURY | MA | 02119 | PC | SCHOLAR ATHLETES - SPRINGFIELD | $8,000 | |
| SERVICENET INC | |||||||
| 129 KING STREET | NORTHAMPTON | MA | 01060 | PC | ELIZA'S WATCH: KEEPING PEOPLE, RECOVERY, AND HOPE ALIVE | $24,000 | |
| SEVENARS CONCERTS INC | |||||||
| 80 EAST END AVE 3G | NEW YORK | NY | 10028 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| SHAKA FRANKLIN FOUNDATION FOR YOUTH | |||||||
| 8101 E DARTMOUTH AVE 11 | DENVER | CO | 80231 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 | |
| SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP | |||||||
| 649 STATE STREET | SPRINGFIELD | MA | 01109 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| SOLDIER ON INC | |||||||
| 290 MERRILL ROAD | PITTSFIELD | MA | 01201 | PC | LETS TALK INTERACTIVE (LTI) TELEHEALTH SERVICES EXPANSION | $25,000 | |
| SOMERVILLE HOMELESS COALITION INC | |||||||
| PO BOX 440436 | SOMERVILLE | MA | 02144 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| SPRINGFIELD BOYS CLUB | |||||||
| 481 CAREW ST | SPRINGFIELD | MA | 01104 | PC | CHEF'S CLUB | $22,000 | |
| SPRINGFIELD CULTURAL PARTNERSHIP INC | |||||||
| 127 STATE ST | SPRINGFIELD | MA | 01103 | PC | SPRINGFIELD CREATIVE LEADERS MENTORSHIP PROGRAM | $5,000 | |
| SPRINGFIELD LIBRARY AND MUSEUMS ASSOCIATION | |||||||
| 21 EDWARDS ST | SPRINGFIELD | MA | 01103 | PC | INCREASING PARTICIPATION IN STEM LEARNING | $25,000 | |
| SPRINGFIELD SYMPHONY ORCHESTRA | |||||||
| 1441 MAIN ST SUITE 120 | SPRINGFIELD | MA | 01103 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| ST MATTHEWS CATHOLIC SCHOOL | |||||||
| 1 NOTRE DAME | SAN MATEO | CA | 944022312 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| STANLEY PARK OF WESTFIELD INC | |||||||
| 400 WESTERN AVE | WESTFIELD | MA | 010852521 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN SUPPORT OF THE ANNUAL GALA | $5,000 | |
| STANLEY PARK OF WESTFIELD INC | |||||||
| 400 WESTERN AVE | WESTFIELD | MA | 010852521 | PC | 2020 GIFT RUN DISTRIBUTION | $739,836 | |
| THE STREET DOG COALITION | |||||||
| 220 JACKSON AVE | FORT COLLINS | CO | 80521 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION - BEV BUCKS FRED PALMER | $1,667 | |
| TAPESTRY HEALTH SYSTEMS INC | |||||||
| 1985 MAIN STREET SUITE 202 | SPRINGFIELD | MA | 01103 | PC | TAPESTRY SEXUAL & REPRODUCTIVE HEALTH CLINICS & HARM REDUCTION SERVICES | $15,000 | |
| TEACH FOR AMERICA INC | |||||||
| 1 FEDERAL ST BLDG 101 3RD FLOOR | SPRINGFIELD | MA | 01105 | PC | LAUNCHING FIRST NEWCOMER ACADEMY IN THE SPRINGFIELD EMPOWERMENT ZONE | $20,000 | WEST SUITES |
| THE NORTHAMPTON ACADEMY OF MUSIC INC | |||||||
| 274 MAIN ST | NORTHAMPTON | MA | 01060 | PC | RESTROOM RENOVATIONS | $20,000 | |
| TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 010272175 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 995 HOPMEADOW ST | SIMBURY | CT | 060701812 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 | |
| U S S MASS MEMORIAL COMMITTEE INC | |||||||
| 5 BATTLESHIP COVE | FALL RIVER | MA | 02721 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| VALLEY EYE RADIO | |||||||
| 1 FEDERAL ST BLDG 101 | SPRINGFIELD | MA | 01105 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| VIABILITY INC FKA COMMUNITY ENTERPRISES INC | |||||||
| 5 FRANKLIN ST | NORTHAMPTON | MA | 010612576 | PC | VIABILITY DAY HABILITATION AND CBDS, WEST SPRINGFIELD | $28,863 | |
| THE VILLAGE OF HOPE | |||||||
| PO BOX 46485 | SEATTLE | WA | 98146 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| WARRIOR-SCHOLAR PROJECT | |||||||
| 1012 14TH ST NW 1200 | WASHINGTON | DC | 20005 | PC | AMHERST COLLEGE 2020 BOOT CAMP | $7,000 | |
| WASHINGTON WOMEN'S FOUNDATION | |||||||
| 2100 24TH AVENUE S 330 | SEATTLE | WA | 98144 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 | |
| WAY FINDERS INC | |||||||
| 1780 MAIN STREET | SPRINGFIELD | MA | 01103 | PC | GREATER SPRINGFIELD HOUSING STUDY | $18,400 | |
| WESTERN MASSACHUSETTS TRAINING CONSORTIUM INC | |||||||
| 187 HIGH ST STE 202 | HOLYOKE | MA | 010406596 | PC | NORTHAMPTON RECOVERY CENTER NEW SPACE RENOVATION | $16,000 | |
| WESTFIELD ON WEEKENDS INC | |||||||
| 59 COURT STREET | WESTFIELD | MA | 01085 | PC | 2020 QUALIFIED DISTRIBUTION IN SUPPORT OF THE MAINTENANCE OF FLOWER BOXES ON THE BRIDGES IN AND OUT OF WESTFIELD | $5,000 | |
| WILLIE ROSS SCHOOL FOR THE DEAF INC | |||||||
| 32 NORWAY AVE | LONGMEADOW | MA | 011063109 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION IN MEMORY OF EVIE WOODS | $5,000 | |
| WILLOWS COMMUNITY SCHOOL | |||||||
| 8509 HIGUERA STREET | CULVER CITY | CA | 90232 | PC | 2020 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,554,810 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,297,499 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,482 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,082,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,387,622 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,387,622 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $73,635 | Amt |
| Net Investment Income | $36,817 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,818 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $9,208,672 | EOYBookValueAmt |
| EOYFMV | $9,208,672 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $36,913,549 | EOYBookValueAmt |
| EOYFMV | $36,913,549 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,399,068 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,399,068 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,382,945 | BookValueAmt |
| EOYFMV | $14,382,945 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $16,740 | LegalFeesAmt |
| Net Investment Income | $8,370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,370 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $84,440 | $72,331 | $72,331 |
| PROGRAM-RELATED INVESTMENTS | $38,544 | $64,594 | $64,594 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX ASSET | Desc |
| Amt | $10,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $31,188 | $8,030 | $0 | $26,974 |
| OTHER | $11,656 | $2,422 | $0 | $9,492 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $7,482 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,482 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $5,038,495 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $200,000 | $210,000 |
| EXCISE TAX PAYABLE | $18,167 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $373,002 | Amt |
| Net Investment Income | $360,344 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,608 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $44,190 | $0 | $0 | $0 |
| FOREIGN TAXES | $25,194 | $25,194 | $0 | $0 |
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