MARTY MEEHAN EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARTY MEEHAN EDUCATIONAL FOUNDATION INC (EIN 04-3580154)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202143149349101624
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T13:15:09-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 043580154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTY MEEHAN EDUCATIONAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 9784461400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO R NORMANDIN 15 FLETCHER ST N | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT NORMANDIN | PersonNm |
| Person Title | CHAIRMAN AND TREASURER | PersonTitleTxt |
| Phone | 9784549167 | PhoneNum |
| Signature | 2021-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | NORMANDIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL FIELDS | PreparerPersonNm |
| PTIN | P01009251 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2021-10-29 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,079,466 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $817,436 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,523 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $89,188 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $89,188 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,104 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,104 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,618 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,618 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $834 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,307 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $322,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $419,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$260,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $832 | CashBOYAmt |
| Cash EOY | $832 | CashEOYAmt |
| Cash EOYFMV | $832 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $369,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,456 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,074,966 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,096,267 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,185,211 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,533,333 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,553,144 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,824,967 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,978,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,718,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,079,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,978,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,718,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,978,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,718,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,978,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,718,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,978,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$260,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,718,699 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,718,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| FIDELITY SAI EMERGING MARKETS INDEX | P | 2020-06-30 | $9,737 | $10,765 | -$1,028 | -$1,028 | |
| FIDELITY SAI INTERNATIONAL INDEX | P | 2020-06-30 | $781 | $864 | -$83 | -$83 | 2019-12-06 |
| FIDELITY SAI US LARGE CAP INDEX | P | 2020-04-24 | $5,020 | $4,599 | $421 | $421 | |
| PIMCO COMMODITY REAL RETURN INST | P | 2020-03-11 | $843 | $1,132 | -$289 | -$289 | |
| AQR MANAGED FUTURES FUND CL | P | $28,642 | $31,008 | -$2,366 | -$2,366 | ||
| FIDELITY SAI EMERGING MARKETS INDEX | P | $21,580 | $25,889 | -$4,309 | -$4,309 | ||
| FIDELITY SAI INTERNATIONAL INDEX | P | $22,161 | $26,709 | -$4,548 | -$4,548 | ||
| FIDELITY SAI U.S. LARGE CAP | P | $36,975 | $30,801 | $6,174 | $6,174 | ||
| PIMCO COMMODITY REAL RETURN INST | P | $20,178 | $27,085 | -$6,907 | -$6,907 | ||
| STRATEGIC ADVISERS CORE FUND | P | $91,811 | $82,100 | $9,711 | $9,711 | ||
| STRATEGIC ADVISERS CORE FUND | P | $196,202 | $188,195 | $8,007 | $8,007 | ||
| STRATEGIC ADVISERS EMERGING MARKETS | P | $4,060 | $3,386 | $674 | $674 | ||
| STRATEGIC ADVISERS GROWTH FUND | P | $54,580 | $48,462 | $6,118 | $6,118 | ||
| STRATEGIC ADVISERS INTERNATIONAL FUND | P | $49,647 | $48,647 | $1,000 | $1,000 | ||
| STRATEGIC ADVISERS LARGE CAP FUND | P | $13,828 | $11,886 | $1,942 | $1,942 | ||
| STRATEGIC ADVISERS SHORT DURATION FUND | P | $112,902 | $112,122 | $780 | $780 | ||
| STRATEGIC ADVISERS SMALL-MID CAP FUND | P | $56,649 | $55,239 | $1,410 | $1,410 | ||
| STRATEGIC ADVISERS VALUE FUND | P | $23,737 | $24,930 | -$1,193 | -$1,193 | ||
| CAPITAL GAINS DIVIDENDS | P | $68,103 | $68,103 | $68,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,617 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,350 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,350 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,577 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,377 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $1,016 | OverpaymentAmt |
| Applied To ES Tax | $1,016 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 9784461400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 97 CENTRAL STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT NORMANDIN | ||||||||
| 97 CENTRAL STREET | LOWELL | MA | 01852 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| FAWN BALLIRO ANDERSEN | ||||||||
| 8 WASHINGTON STREET | CHARLESTOWN | MA | 02129 | CLERK | 1.00 | $0 | $0 | $0 |
| EMILY BYRNE | ||||||||
| 40 BOYLSTON LANE | LOWELL | MA | 01852 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 |
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 | $3,764,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $335,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,099,843 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,099,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,038,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,350 | TotalTaxAmt |
| Distributable Before Adj | $199,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $419,307 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $419,307 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $419,307 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $122,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $122,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $419,307 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $199,567 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $219,740 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $342,290 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $342,290 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $122,550 | ExcessFromYear1Amt |
| Excess From Current Year | $219,740 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PROJECT LEARN | |||||||
| 8 KIRK STREET 2ND FLOOR | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | CHARITABLE. | $10,000 |
| THE NEW ENGLAND PATRIOTS FOUNDATION | |||||||
| ONE PATRIOTS PLACE | FOXBOROUGH | MA | 02035 | NONE | PUBLIC CHARITY | CHARITABLE. | $10,000 |
| UMASS AMHERST ISENBERG SCHOOL | |||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | NONE | PUBLIC CHARITY | CHARITABLE. | $50,000 |
| UMASS LOWELL | |||||||
| 220 PAWTUCKET STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | CHARITABLE. | $200,000 |
| BOYS AND GIRLS CLUB OF LOWELL | |||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHARITY | CHARITABLE. | $3,000 |
| FINCA VIGIA FOUNDATION | |||||||
| 25 CHANNEL CENTER SUITE 1003 | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | CHARITABLE. | $1,000 |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE. | $1,000 |
| SALVATION ARMY | |||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | NONE | PUBLIC CHARITY | CHARITABLE. | $2,000 |
| SUN SANTA FUND | |||||||
| 491 DUTTON STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | CHARITABLE. | $5,000 |
| THE BASE | |||||||
| 150 SHIRLEY ROAD | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | CHARITABLE. | $10,000 |
| UMASS FOUNDATION | |||||||
| ONE BEACON STREET FLOOR 31 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CHARITABLE. | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $322,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $191,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,570 | 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 | $8,104 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,104 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STRATEGIC ADVISERS SHORT DURATION FUND | $409,077 | $412,017 |
| STRATEGIC ADVISERS INCOME OPPORTUNITIES | $139,028 | $144,178 |
| STRATEGIC ADVISERS CORE INCOME FUND | $1,522,319 | $1,602,763 |
| EATON VANCE GLOBAL MACRO ABSLTE RT CL A | $25,843 | $26,253 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STRATEGIC ADVISERS EMERGING MARKETS | AT COST | $137,316 | $173,557 |
| STRATEGIC ADVISERS SMALL-MID CAP FD | AT COST | $141,764 | $170,733 |
| STRATEGIC ADVISERS INTERNATIONAL FUND | AT COST | $346,270 | $394,746 |
| AQR MANAGED FUTURES FUND CL N | AT COST | $11,083 | $10,037 |
| COHEN & STEERS REALTY SHARES | AT COST | $38,500 | $40,538 |
| STRATEGIC ADVISERS LARGE CAP FUND | AT COST | $878,211 | $1,035,356 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $89,188 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $89,188 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEB SITE DEVELOPMENT | Desc |
| Revenue And Expenses Per Books | $5,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $21,618 | Amt |
| Net Investment Income | $21,618 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $15 | $0 | $15 |
| FOREIGN TAXES | $834 | $834 | $0 |
| FEDERAL EXCISE | $4,400 | $0 | $0 |
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