STODDARD CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STODDARD CHARITABLE TRUST (EIN 04-6023791)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349102225
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:40:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042628601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLETCHER TILTON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN ST 11TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016081779 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046023791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STODDARD CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOD | BusinessNameControlTxt |
| Phone | 5084598000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARNER S FLETCHER | PersonNm |
| Person Title | CHAIRMAN/TTEE | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA ZDONCZYK EA | PreparerPersonNm |
| PTIN | P00178350 | PTIN |
| Phone | 5084598000 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 131.239.15.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 14:40:07 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB703CFB6030E85F0B280C860E3652E95C710A84 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB703CFB6030E85F0B280C860E3652E95C710A84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $99,380,652 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,041,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,909,940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,299,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,304,426 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,299,208 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$800,037 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,025,272 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,540,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,183,876 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $621,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $310,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $310,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,646 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,646 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $62,587 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $62,587 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $199,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,966 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $82,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67,461 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,617 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,040,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $548,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $316,117 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,551,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,551,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,591,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $548,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,867,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,050,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,635,716 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $411,895 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,621,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,621,063 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,989,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,495,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,229,332 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,054,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,289,069 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,530,257 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $54,456,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,405,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,380,652 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $54,456,100 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,405,525 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,456,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,405,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,456,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,405,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,456,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,050,575 | ExcessRevenueOverExpensesAmt |
| Subtotal | $52,405,525 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,405,525 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FTW&CO S/T | P | $4,635,847 | $4,503,694 | $132,153 | $132,153 |
| FTW&CO L/T | P | $8,754,094 | $8,410,692 | $343,402 | $343,402 |
| FTW&CO L/T | P | $1,009,561 | $1,081,098 | -$71,537 | -$71,537 |
| K-1'S S/T | P | $9,734 | -$9,734 | -$9,734 | |
| K-1'S L/T | P | $211,501 | $211,501 | $211,501 | |
| K-1'S - SECTION 1231 | P | $1,512 | $1,512 | $1,512 | |
| K-1'S - GAIN ON SALE OF ASSETS | P | $525,222 | $525,222 | $525,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,299,208 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $122,419 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,819,756 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $93,177,134 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051727 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,606,940 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,444,888 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050379 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,010,854 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $84,291,574 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059447 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,465,764 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $85,746,607 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052081 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,290,212 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $89,237,585 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048076 | DistributionYr5Rt |
| Total Distribution | 0.261710 | TotalDistributionRt |
| Average Distribution | 0.052342 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $94,746,412 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,959,217 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,985,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,867,477 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,714 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52,714 | SubtotalAmt |
| Tax Based On Investment Income | $52,714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120,688 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $130,688 | TotalPaymentsAndCreditsAmt |
| Overpayment | $77,974 | OverpaymentAmt |
| Applied To ES Tax | $77,974 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WARNER S FLETCHER | IndividualWithBooksNm |
| Phone | 5084598000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| WARNER S FLETCHER | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | CHAIRMAN/TTE | 10.00 | $0 | $0 | $0 |
| ALLEN W FLETCHER | ||||||||
| 4 ASH STREET | WORCESTER | MA | 01604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH S KING | ||||||||
| 140 MAIN STREET BOX 448 | SOUTHBORO | MA | 01772 | TREAS/TTEE | 1.00 | $0 | $0 | $0 |
| VALERIE S LORING | ||||||||
| 4 SCHOLAR ROAD | FALMOUTH | ME | 04105 | SEC/TTEE | 1.00 | $0 | $0 | $0 |
| JUSTIN L FLETCHER | ||||||||
| 3 KEELER FARM WAY | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER PARADEE | ||||||||
| 8 WALKER ROAD | KENNEBUNK | ME | 04043 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MEGAN FLETCHER | ||||||||
| 1689 NOE STREET | SAN FRANCISO | CA | 94131 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT LORING | ||||||||
| 12 OLD BROOK DRIVE | WORCESTER | MA | 01609 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLETCHER TILTON PC | |||||
| 370 MAIN ST 12TH FLOOR | WORCESTER | MA | 01608 | TRUST & ACCOUNT | $621,000 |
| NIXON PEABODY | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | CUSTODIAL FEES | $74,646 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,077,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,111,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,189,251 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $96,189,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,442,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,746,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,737,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,737,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,714 | TotalTaxAmt |
| Distributable Before Adj | $4,684,607 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,684,607 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,684,607 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,867,477 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,867,477 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,867,477 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,684,607 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $151,373 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $845,633 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,789 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $207,589 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,305,384 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,867,477 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,684,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $182,870 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,488,254 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,488,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $151,373 | ExcessFromYear4Amt |
| Excess From Year3 | $845,633 | ExcessFromYear3Amt |
| Excess From Year2 | $100,789 | ExcessFromYear2Amt |
| Excess From Year1 | $207,589 | ExcessFromYear1Amt |
| Excess From Current Year | $182,870 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARNER S FLETCHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN ST 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5084598000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MADE BY LETTER, ORIGINAL PLUS (7)COPIES SIGNED BY THE PRESIDENT OR EXECUTIVE DIRECTOR, AND NARRATIVE STYLE PROPOSAL, PLUS (1) ONE COPY OF IRS LETTER, ORGANIZATION'S OPERATIONAL AND PROGRAM BUDGET, MOST RECENT FINANCIAL STATEMENT, TRUSTEE LIST, PLUS ANYTHING ELSE THE APPLICANT FEELS WOULD GIVE THE TRUSTEES A BETTER FEEL/SENSE OF THE APPLICANT AND/OR PROJECT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MEETING SCHEDULES ARE APRIL, JUNE, SEPTEMBER, AND DECEMBER. APPLICATIONS SHOULD BE RECEIVED BY THE 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTMAKING FOCUS ARE CAPITAL NEEDS, WITH SOME (MOSTLY HISTORICAL/GRANDFATHERED)OPERATIONAL SUPPORT; PRIVATE NON-PROFITS (501(C)(3)); GENERALLY NO CHURCHES OR SIMILAR RELIGIOUS ORGANIZATIONS, PUBLIC ENTITIES, OR SPONSORSHIPS; PRIMARILY IN THE CITY OF WORCESTER. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 15-40 CONNECTION | |||||||
| 53 OTIS STREET PO BOX 11 | WESTBOROUGH | MA | 01581 | NONE | PUBLIC | SUPPORT BUILD 2020 PHASE OF ELEARNIN | $10,000 |
| AFRICAN COMMUNITY EDUCATION PROGRAM | |||||||
| 484 MAIN STREET SUITE 35 | WORCESTER | MA | 01609 | NONE | PUBLIC | TWO PROFESSIONAL GRADE FOOSBALL TABL | $2,500 |
| AMERICAN ANTIQUARIAN SOCIETY | |||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | CAPITAL CAMPAIGN | $200,000 |
| AMERICAN RED CROSS OF CENTRAL MASSA | |||||||
| 2000 CENTURY DRIVE | WORCESTER | MA | 01606 | NONE | PUBLIC | SANTA CLAUS GRANT (JENNIFER) | $2,000 |
| AMERICAN RED CROSS OF CENTRAL MASSA | |||||||
| 2000 CENTURY DRIVE | WORCESTER | MA | 01606 | NONE | PUBLIC | SUPPORT CORE PROGRAMMING | $25,000 |
| APPLE TREE ARTS | |||||||
| ONE GRAFTON COMMON | GRAFTON | MA | 01519 | NONE | PUBLIC | COMPLETE APPLE TREE ARTS' GREAT HALL | $5,000 |
| ASCENTRIA CARE ALLIANCE | |||||||
| 14 EAST WORCESTER STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | SUPPORT THE PURCHASE OF THREE MINI-V | $15,000 |
| ASSUMPTION COLLEGE | |||||||
| 500 SALISBURY ST | WORCESTER | MA | 01609 | NONE | PUBLIC | ACADEMIC BUILDING | $100,000 |
| AUDIO JOURNAL | |||||||
| 799 WEST BOYLSTON STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | SANTA CLAUS GRANT (JUDY) | $2,500 |
| BANCROFT SCHOOL | |||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | PUBLIC | SANTA CLAUS GRANT (ROBERT) | $5,000 |
| BANCROFT SCHOOL | |||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | PUBLIC | INFRASTRUCTURE & CAPITAL PROJECTS | $150,000 |
| BARRE PLAYERS INC | |||||||
| PO BOX 279 | BARRE | MA | 01005 | NONE | PUBLIC | NEW FIRE ALARM SYSTEM | $2,500 |
| BAY AREA COMMUNITY SERVICES | |||||||
| 629 OAKLAND AVE | OAKLAND | CA | 94611 | NONE | PUBLIC | SANTA CLAUS GRANT (ETHAN) | $4,000 |
| BECKER COLLEGE | |||||||
| 61 SEVER STREET | WORCESTER | MA | 01615 | NONE | PUBLIC | TOWARDS NEW NURSING SIMULATION LABOR | $50,000 |
| BOTTOM LINE | |||||||
| 500 ARMORY STREET SUITE | BOSTON | MA | 02130 | NONE | PUBLIC | SUPPORT THE WORCESTER PROGRAM IN 201 | $5,000 |
| BOTTOM LINE | |||||||
| 500 ARMORY STREET SUITE | BOSTON | MA | 02130 | NONE | PUBLIC | SANTA CLAUS GRANT (JENNIFER) | $2,000 |
| BOYS & GIRLS CLUB OF WORCESTER | |||||||
| 65 TAINTER STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | HVAC AND FLOORING CAPITAL IMPROVEMEN | $150,000 |
| BRIARWOOD CONTINUING CARE COMMUNITY | |||||||
| 65 BRIARWOOD CIRCLE | WORCESTER | MA | 01606 | NONE | PUBLIC | SANTA CLAUS GRANT (ROBERT) | $2,500 |
| CAPE ABILITIES | |||||||
| 895 MARY DUNN ROAD | HYANNIS | MA | 02601 | NONE | PUBLIC | SANTA CLAUS GRANT (BETH) | $2,000 |
| CASA PROJECT INC (THE) | |||||||
| 100 GROVE STREET | WORCESTER | MA | 016052608 | NONE | PUBLIC | EXPAND THE NUMBER OF TRAINED VOLUNTE | $20,000 |
| CASA PROJECT INC (THE) | |||||||
| 100 GROVE STREET | WORCESTER | MA | 016052608 | NONE | PUBLIC | SANTA CLAUS GRANT (JUSTIN) | $5,000 |
| CENTER FOR GRIEVING CHILDREN | |||||||
| P O BOX 1438 | PORTLAND | ME | 04104 | NONE | PUBLIC | SANTA CLAUS GRANT (BETH) | $2,000 |
| CENTRAL MASSACHUSETTS HOUSING ALLIA | |||||||
| 510 CAMBRIDGE STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | CUBE TRUCK FOR THE DCH PROGRAM | $20,500 |
| CHAMPION EDUCATION FOUNDATION | |||||||
| PO BOX 1991 | CARBONDALE | CO | 81623 | NONE | PUBLIC | SANTA CLAUS GRANT (WILL) | $10,000 |
| CHILDREN'S FRIEND INC FA SEVEN H | |||||||
| 20 CEDAR STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT THE REPLACEMENT OF THE HANDI | $10,000 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 01601 | NONE | PUBLIC | TOWARDS CONSTRUCTION COSTS FOR THE R | $100,000 |
| COLBY COLLEGE | |||||||
| 4600 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | PUBLIC | SANTA CLAUS GRANT (TOM) | $2,000 |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 016102395 | NONE | PUBLIC | CENTER FOR THE ARTS AND CREATIVITY | $100,000 |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 016102395 | NONE | PUBLIC | SANTA CLAUS GRANT (ANDREW) | $2,500 |
| COMMUNITY HARVEST PROJECT INC | |||||||
| 37 WHEELER ROAD | N GRAFTON | MA | 015361104 | NONE | PUBLIC | SUPPORT REPLACEMENT OF CRITICAL EQUI | $20,000 |
| CREATIVITY EXPLORED | |||||||
| 3245 16TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC | SANTA CLAUS GRANT (MEGAN) | $10,000 |
| CRITICAL EXPOSURE | |||||||
| 1816 12TH STREET NW 3RD | WASHINGTON | DC | 20009 | NONE | PUBLIC | SANTA CLAUS GRANT (MATT) | $5,000 |
| DISMAS HOUSE OF MASSACHUSETTS INC | |||||||
| PO BOX 30125 | WORCESTER | MA | 01603 | NONE | PUBLIC | KITCHEN INITIATIVE | $25,000 |
| DOCTORS WITHOUT BORDERSMEDECINS SA | |||||||
| 333 SEVENTH AVENUE 2ND F | NEW YORK | NY | 100015004 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 |
| ECOTARIUM | |||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | PUBLIC | SUPPORT PROPOSED 1,500,000 PROJECT | $200,000 |
| EDWARD STREET CHILD SERVICES | |||||||
| 50 PORTLAND STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | PURCHASE/ UPGRADE TECHNOLOGY | $5,000 |
| FAMILY SERVICES OF CENTRAL MASSACHU | |||||||
| 31 HARVARD STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | RENOVATE THE HISTORIC CARRIAGE HOUSE | $50,000 |
| FRIENDS OF GANONDAGAN INC | |||||||
| BOX 239 | VICTOR | NY | 14564 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 |
| FRIENDS OF HOPE CEMETERY | |||||||
| 119 WEBSTER STREET | WORCESTER | MA | 01603 | NONE | PUBLIC | SANTA CLAUS GRANT (VAL) | $1,000 |
| FRIENDS OF THE WISSAHICKON | |||||||
| 8708 GERMANTOWN AVENUE | PHILADELPHIA | PA | 191182717 | NONE | PUBLIC | SANTA CLAUS GRANT (TOM) | $1,000 |
| GENESIS CLUB INC | |||||||
| 274 LINCOLN STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | SUPPORT THE UPGRADE OF YOUR SECOND-F | $10,000 |
| GIRLS INC OF WORCESTER | |||||||
| 125 PROVIDENCE STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | SANTA CLAUS GRANT (WSF) | $5,000 |
| GIRLS INC OF WORCESTER | |||||||
| 125 PROVIDENCE STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | SANTA CLAUS GRANT (VAL) | $2,500 |
| GREATER WORCESTER COMMUNITY FOUNDAT | |||||||
| 370 MAIN STREET SUITE 6 | WORCESTER | MA | 016081738 | NONE | PUBLIC | SANTA CLAUS GRANT (VAL) | $1,000 |
| GREATER WORCESTER LAND TRUST | |||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SANTA CLAUS GRANT (ALLEN) | $10,000 |
| HANOVER THEATRE FOR THE PERFORMING | |||||||
| 2 SOUTHBRIDGE STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | NEW EXPANSION PROJECT OF THE HANOVER | $75,000 |
| HELPING UP MISSION INCORPORATED | |||||||
| 1029 EAST BALTIMORE STREE | BALTIMORE | MD | 21202 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | PUBLIC | SANTA CLAUS GRANT (MATT) | $5,000 |
| IMPACT MELANOMA | |||||||
| 490 VIRGINIA ROAD 11 | CONCORD | MA | 01742 | NONE | PUBLIC | SANTA CLAUS GRANT (ROBERT) | $7,500 |
| JEREMIAH'S INN | |||||||
| PO BOX 30035 1059 MAIN | WORCESTER | MA | 01603 | NONE | PUBLIC | DE-LEADING AND PAINTING OF THE FACIL | $30,000 |
| JOY OF MUSIC PROGRAM INC | |||||||
| 1 GORHAM STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | SUPPORT OF THE SCHOOL'S FINANCIAL AI | $6,000 |
| KENNEBUNKPORT CONSERVATION TRUST | |||||||
| P O BOX 7004 | CAPE PORPOISE | ME | 04014 | NONE | PUBLIC | SANTA CLAUS GRANT (JUDY) | $2,500 |
| LEXINGTON EDUCATION FOUNDATION | |||||||
| 594 MARRETT ROAD SUITE 7 | LEXINGTON | MA | 02421 | NONE | PUBLIC | SANTA CLAUS GRANT (ANDREW) | $2,500 |
| LGBT ASYLUM TASK FORCE FA HADWEN P | |||||||
| 6 CLOVER STREET | WORCESTER | MA | 01603 | NONE | PUBLIC | SANTA CLAUS GRANT (WSF) | $5,000 |
| LITERACY VOLUNTEERS OF GREATER WORC | |||||||
| 3 SALEM SQUARE ROOM 332 | WORCESTER | MA | 01608 | NONE | PUBLIC | SUPPORT FOR ADULT ESL PROGRAMMING AN | $10,000 |
| LITERACY VOLUNTEERS OF GREATER WORC | |||||||
| 3 SALEM SQUARE ROOM 332 | WORCESTER | MA | 01608 | NONE | PUBLIC | SANTA CLAUS GRANT (JENNIFER) | $2,000 |
| LOUIS T GRAVES MEMORIAL LIBRARY | |||||||
| P O BOX 391 | KENNEBUNKPORT | ME | 04046 | NONE | PUBLIC | SANTA CLAUS GRANT (JUDY) | $5,000 |
| MAIN SOUTH COMMUNITY DEVELOPMENT CO | |||||||
| 875 MAIN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | SUPPORT CORE OPERATIONAL EXPENSES (2 | $40,000 |
| MAINE HUTS & TRAILS | |||||||
| 496C MAIN STREET | KINGFIELD | ME | 04947 | NONE | PUBLIC | SANTA CLAUS GRANT (BETH) | $2,000 |
| MASSACHUSETTS AUDUBON SOCIETY - WOR | |||||||
| 414 MASSASOIT ROAD | WORCESTER | MA | 01604 | NONE | PUBLIC | NEW VEHICLE PURCHASE | $15,000 |
| MASSACHUSETTS AUDUBON- MUSEUM OF AM | |||||||
| 963 WASHINGTON STREET | CANTON | MA | 02021 | NONE | PUBLIC | SANTA CLAUS GRANT (JUDY) | $5,000 |
| MASSACHUSETTS EDUCATION AND CAREER | |||||||
| 484 MAIN STREET SUITE 50 | WORCESTER | MA | 01608 | NONE | PUBLIC | SANTA CLAUS GRANT (VAL) | $2,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 100 CAMBRIDGE STREET SUI | BOSTON | MA | 02114 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 100 CAMBRIDGE STREET SUI | BOSTON | MA | 02114 | NONE | PUBLIC | SANTA CLAUS GRANT (ANDREW) | $2,500 |
| MASSACHUSETTS SYMPHONY ORCHESTRA | |||||||
| BOX 20070 WEST SIDE STAT | WORCESTER | MA | 01602 | NONE | PUBLIC | BOILER REPLACEMENT | $40,000 |
| MASSACHUSETTS SYMPHONY ORCHESTRA | |||||||
| BOX 20070 WEST SIDE STAT | WORCESTER | MA | 01602 | NONE | PUBLIC | SUPPORT SUMMER CONCERT SEASON | $15,000 |
| MIDCOAST CONSERVANCY | |||||||
| 290 US ROUTE ONE | EDGECOMB | ME | 04556 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 |
| MIDDLEBURY COLLEGE | |||||||
| 9 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | NONE | PUBLIC | SANTA CLAUS GRANT (ANDREW) | $2,500 |
| MUSIC WORCESTER | |||||||
| 319 MAIN STREET | WORCESTER | MA | 016081511 | NONE | PUBLIC | UNSOLICITED ONE-TIME GRANT TO SUPPOR | $250,000 |
| MUSIC WORCESTER | |||||||
| 319 MAIN STREET | WORCESTER | MA | 016081511 | NONE | PUBLIC | UNSOLICITED ONE-TIME GRANT TO SUPPOR | $250,000 |
| NEW GARDEN PARK INC | |||||||
| 89 SHREWSBURY ST STE 300 | WORCESTER | MA | 016044655 | NONE | PUBLIC | SUPPORT OF THE MULTI-YEAR BLACK BOX | $50,000 |
| NOTRE DAME ACADEMY | |||||||
| 425 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | RENOVATE THE NOTRE DAME ACADEMY SR.J | $5,000 |
| OAKLAND METROPOLITAN CHAMBER OF COM | |||||||
| 475 14TH STREET | OAKLAND | CA | 94612 | NONE | PUBLIC | SANTA CLAUS GRANT (ETHAN) | $4,000 |
| OLD STURBRIDGE VILLAGE | |||||||
| 1 OLD STURBRIDGE VILLAGE | STURBRIDGE | MA | 01566 | NONE | PUBLIC | SUPPORT THE PURCHASE OF TWO NEW PICK | $40,000 |
| ONE WORCESTER | |||||||
| 484 MAIN STREET SUITE 30 | WORCESTER | MA | 01608 | NONE | PUBLIC | SUPPORT WORK TO PROVIDE MORE TAILORE | $15,000 |
| OPERATION DIGNITY | |||||||
| 3850 SAN PABLO AVE STE 10 | EMERYVILLE | CA | 94608 | NONE | PUBLIC | SANTA CLAUS GRANT | $1,000 |
| PARK SCHOOL OF BALTIMORE | |||||||
| 2425 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | PUBLIC | SANTA CLAUS GRANT | $3,000 |
| PERNET FAMILY HEALTH SERVICE INC | |||||||
| 237 MILLBURY STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | SUPPORT THE PURCHASE OF TWO NEW VANS | $20,000 |
| PREBLE STREET RESOURCE CENTER | |||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | NONE | PUBLIC | SANTA CLAUS GRANT (BETH) | $2,000 |
| PROVISION MINISTRY INC | |||||||
| 7 THOMAS NEWTON DRIVE | PORTLAND | ME | 04101 | NONE | PUBLIC | PURCHASE OF CARGO VAN | $5,000 |
| QUINSIGAMOND COMMUNITY COLLEGE FOUN | |||||||
| 670 WEST BOYLSTON STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | H.A.C.E YOUTH RECOGNITION AWARDS PRO | $2,000 |
| RACHEL'S TABLE | |||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | CHILDREN'S MILK FUND | $5,000 |
| RACHEL'S TABLE | |||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SANTA CLAUS GRANT (JENNIFER) | $2,000 |
| REGIONAL ENVIRONMENTAL COUNCIL OF C | |||||||
| PO BOX 255 | WORCESTER | MA | 01613 | NONE | PUBLIC | TOWARDS GENERAL OPERATING SUPPORT | $10,000 |
| REGATTA POINT COMMUNITY SAILING | |||||||
| QUINSIGAMOND STATE PARK P | SHREWSBURY | MA | 01545 | NONE | PUBLIC | ROWING PROGRAM | $10,000 |
| RENDER CREATIVE (DBA MAIN IDEA) | |||||||
| 9 IRVING STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT YOUR ORGANIZATION'S OPERATIN | $5,000 |
| RIA HOUSE INC | |||||||
| 330 COCHITUATE ROAD 178 | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | HELP ESTABLISH A WEEKLY SURVIVOR SUP | $3,000 |
| ROSE MONAHAN HOSPICE HOME-VNA | |||||||
| 10 JUDITH ROAD | WORCESTER | MA | 01602 | NONE | PUBLIC | SANTA CLAUS GRANT (VAL) | $1,000 |
| SACRED HEART CATHEDRAL PREPARATORY | |||||||
| 1055 ELLIS STREET | SAN FRANCISCO | CA | 94109 | NONE | PUBLIC | SANTA CLAUS GRANT (MEGAN) | $5,000 |
| SALEM COMMUNITY CORPORATION | |||||||
| 70 BRIARWOOD CIRCLE | WORCESTER | MA | 01606 | NONE | PUBLIC | SANTA CLAUS GRANT (VAL) | $5,000 |
| SALISBURY SINGERS INC | |||||||
| 370 MAIN STREET - ROOM 12 | WORCESTER | MA | 01608 | NONE | PUBLIC | SUPPORT THE 46TH SEASON PROGRAMS | $2,000 |
| SALVATION ARMY OF WORCESTER (THE) | |||||||
| 640 MAIN STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SANTA CLAUS GRANT (JENNIFER) | $2,000 |
| SCHUYLKILL CENTER | |||||||
| 8480 HAGYS MILL ROAD | PHILADELPHIA | PA | 19128 | NONE | PUBLIC | SANTA CLAUS GRANT (TOM) | $1,000 |
| SCIENCE OF SPIRITUALITY | |||||||
| 4S 175 N NAPERVILLE WHEAT | NAPERVILLE | IL | 60563 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 |
| SOS CHILDREN'S VILLAGE - USA | |||||||
| 1620 I STREET SUITE 900 | WASHINGTON | DC | 20006 | NONE | PUBLIC | SANTA CLAUS GRANT (WENDY) | $1,000 |
| STONE SOUP ARTIST ACTIVIST COLLECTI | |||||||
| 4 KING STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | IMPROVEMENTS AND RENOVATIONS | $20,000 |
| TOWER HILL BOTANIC GARDEN | |||||||
| 11 FRENCH DRIVE P O BO | BOYLSTON | MA | 01505 | NONE | PUBLIC | GROWING BOLDY CAMPAIGN | $100,000 |
| TUCK SCHOOL OF BUSINESS-DARTMOUTH C | |||||||
| 100 TUCK HALL | HANOVER | NH | 03755 | NONE | PUBLIC | SANTA CLAUS GRANT (TOM) | $3,000 |
| UMASS MEMORIAL COMMUNITY HEALTHLINK | |||||||
| 335 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PUBLIC | ONGOING OPERATIONAL SUPPORT | $10,000 |
| UMASS MEMORIAL HEALTHCARE COMMUNITY | |||||||
| 328 SHREWSBURY ST | WORCESTER | MA | 01604 | NONE | PUBLIC | HYBRID OPERATING ROOM RENOVATION | $100,000 |
| UNITED WAY OF CENTRAL MASSACHUSETTS | |||||||
| 484 MAIN STREET 300 | WORCESTER | MA | 01608 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $120,000 |
| VETERANS INC | |||||||
| 69 GROVE STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | SANTA CLAUS GRANT (VAL) | $1,000 |
| WARDROBE FOR OPPORTUNITY | |||||||
| 570 14TH STREET SET 5 | OAKLAND | CA | 94612 | NONE | PUBLIC | SANTA CLAUS GRANT (ETHAN) | $1,000 |
| WEBSTER SQUARE DAY CARE INC | |||||||
| 39 QUEEN STREET | WORCESTER | MA | 01603 | NONE | PUBLIC | RELOCATION OF PRESCHOOL PROGRAM | $60,000 |
| WELLS NATIONAL ESTUARINE RESEARCH R | |||||||
| 342 LAUDHOLM FARM ROAD | WELLS | ME | 04090 | NONE | PUBLIC | SANTA CLAUS GRANT (JENNIFER) | $3,000 |
| WORCESTER ANIMAL RESCUE LEAGUE | |||||||
| 139 HOLDEN STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | SANTA CLAUS GRANT (WSF) | $5,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARY UNRESTRICT T | $500,000 |
| WORCESTER CHAMBER MUSIC SOCIETY | |||||||
| P O BOX 21001 | WORCESTER | MA | 01602 | NONE | PUBLIC | SUPPORT OF THE NEIGHBORHOOD STRINGS | $3,000 |
| WORCESTER COMMON GROUND | |||||||
| 5 PIEDMONT STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | SUPPORT THE DEVELOPMENT OF 2 NEAR ZE | $7,500 |
| WORCESTER COMMON GROUND- WORCESTER | |||||||
| 70 JAMES STREET SUITE 12 | WORCESTER | MA | 01603 | NONE | PUBLIC | SUPPORT THE EXPANSION OF STAFF | $2,500 |
| WORCESTER COMMUNITY ACTION COUNCIL | |||||||
| 484 MAIN STREET SECOND F | WORCESTER | MA | 016081810 | NONE | PUBLIC | SUPPORT CAPITAL REQUEST FOR UPGRADES | $15,000 |
| WORCESTER COMMUNITY HOUSING RESOURC | |||||||
| 11 PLEASANT STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SANTA CLAUS GRANT (JUSTIN) | $5,000 |
| WORCESTER COMMUNITY HOUSING RESOURC | |||||||
| 11 PLEASANT STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SUPPORT OPERATIONAL PROGRAMMING | $15,000 |
| WORCESTER COUNTY FOOD BANK | |||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | NONE | PUBLIC | SANTA CLAUS GRANT (JENNIFER) | $2,000 |
| WORCESTER EAST SIDE COMMUNITY DEVEL | |||||||
| 310 HIGHLAND STREET | WORCESTER | MA | 01602 | NONE | PUBLIC | SUPPORT CAPACITY BUILDING- HELP WITH | $10,000 |
| WORCESTER EDUCATION COLLABORATIVE | |||||||
| 484 MAIN STREET 300 | WORCESTER | MA | 016081880 | NONE | PUBLIC | GENERAL OPERATION OF ORGANIZATION | $10,000 |
| WORCESTER EDUCATIONAL DEVELOPMENT F | |||||||
| 645 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PUBLIC | SUPPORT THE CULTURE LEAP PROGRAM | $88,000 |
| WORCESTER HISTORICAL MUSEUM | |||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SANTA CLAUS GRANT (VAL) | $1,000 |
| WORCESTER HISTORICAL MUSEUM | |||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT IMPROVEMENT PATRON ACCESS TO | $350,000 |
| WORCESTER HISTORICAL MUSEUM- POW W | |||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | OPERATING SUPPORT OF FUTURE 2020 PRO | $10,000 |
| WORCESTER INTERFAITH INC | |||||||
| 111 PARK AVENUE | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT YOUTH JOBS INITIATIVE | $5,000 |
| WORCESTER LATINO DOLLARS FOR SCHOLA | |||||||
| P O BOX 16564 | WORCESTER | MA | 01601 | NONE | PUBLIC | SCHOLARSHIP FUNDS | $3,000 |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | NONE | PUBLIC | SANTA CLAUS GRANT (TOM) | $3,000 |
| WORCESTER PUBLIC LIBRARY FOUNDATION | |||||||
| 3 SALEM SQUARE | WORCESTER | MA | 016082074 | NONE | PUBLIC | RENOVATION PROJECT - MAIN BRANCH AND | $400,000 |
| WORCESTER PUBLIC MARKET | |||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SEED FUNDING | $100,000 |
| WORCESTER REGIONAL RESEARCH BUREAU | |||||||
| 500 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT THE WORK OF THE RESEARCH BUR | $10,000 |
| WORCESTER YOUTH CENTER INC | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 016023440 | NONE | PUBLIC | FUND CORE PROGRAMS THAT SERVE THE NE | $15,000 |
| WORCESTER YOUTH CENTER INC | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 016023440 | NONE | PUBLIC | SANTA CLAUS GRANT (ALLEN) | $5,000 |
| YOU INC | |||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | SANTA CLAUS GRANT (JUSTIN) | $5,000 |
| YOU INC | |||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | SUPPORT DYNAMY YOUTH ACADEMY PROGRAM | $10,000 |
| YMCA OF CENTRAL MASSACHUSETTS | |||||||
| 766 MAIN STREET 4TH FLOO | WORCESTER | MA | 01610 | NONE | PUBLIC | SUPPORT OF THE YS 2020 ANNUAL CAMPAI | $10,000 |
| YOUTH CONNECT WORCESTER | |||||||
| 484 MAIN STREET SUITE 30 | WORCESTER | MA | 01608 | NONE | PUBLIC | SUPPORT OF SUMMER PROGRAM | $10,000 |
| YWCA OF CENTRAL MASSACHUSETTS | |||||||
| ONE SALEM SQUARE | WORCESTER | MA | 01608 | NONE | PUBLIC | CAPITAL CAMPAIGN | $200,000 |
| VARIOUS K-1'S | |||||||
| 370 MAIN STREET 12TH FL | WORCESTER | MA | 01608 | NONE | PUBLIC | VARIOUS K-1'S | $860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,551,360 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ANTIQUARIAN SOCIETY | |||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | CAPITAL CAMPAIGN | $200,000 |
| BECKER COLLEGE | |||||||
| 61 SEVER STREET | WORCESTER | MA | 01615 | NONE | PUBLIC | TOWARDS NEW NURSING SIMULATION LABOR | $50,000 |
| BECKER COLLEGE | |||||||
| 61 SEVER STREET | WORCESTER | MA | 01615 | NONE | PUBLIC | TOWARDS NEW NURSING SIMULATION LABOR | $50,000 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 01601 | NONE | PUBLIC | TOWARD CONSTRUCTION COSTS FOR THE RE | $100,000 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 01601 | NONE | PUBLIC | TOWARD CONSTRUCTION COSTS FOR THE RE | $100,000 |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 016102395 | NONE | PUBLIC | CENTER FOR ARTS AND CREATIVITY | $100,000 |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 016102395 | NONE | PUBLIC | CENTER FOR ARTS AND CREATIVITY | $100,000 |
| ECOTARIUM | |||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | PUBLIC | SUPPORT PROPOSED 1,500,000 PROJECT | $150,000 |
| ECOTARIUM | |||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | PUBLIC | SUPPORT PROPOSED 1,500,000 PROJECT | $150,000 |
| MUSIC WORCESTER | |||||||
| 319 MAIN STREET | WORCESTER | MA | 016081511 | NONE | PUBLIC | UNSOLICITED ONE-TIME GRANT TO SUPPOR | $250,000 |
| MUSIC WORCESTER | |||||||
| 319 MAIN STREET | WORCESTER | MA | 016081511 | NONE | PUBLIC | UNSOLICITED ONE-TIME GRANT TO SUPPOR | $250,000 |
| TOWER HILL BOTANIC GARDEN | |||||||
| 11 FRENCH DRIVE P O BO | BOYLSTON | MA | 01505 | NONE | PUBLIC | GROWING BOLDLY CAMPAIGN | $100,000 |
| TOWER HILL BOTANIC GARDEN | |||||||
| 11 FRENCH DRIVE P O BO | BOYLSTON | MA | 01505 | NONE | PUBLIC | GROWING BOLDLY CAMPAIGN | $200,000 |
| TOWER HILL BOTANIC GARDEN | |||||||
| 11 FRENCH DRIVE P O BO | BOYLSTON | MA | 01505 | NONE | PUBLIC | GROWING BOLDLY CAMPAIGN | $200,000 |
| UMASS MEMORIAL COMMUNITY HEALTHLINK | |||||||
| 335 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PUBLIC | ONGOING OPERATIONAL SUPPORT | $10,000 |
| UMASS MEMORIAL HEALTHCARE COMMUNITY | |||||||
| 328 SHREWSBURY ST | WORCESTER | MA | 01604 | NONE | PUBLIC | HYBRID OPERATING ROOM RENOVATION | $100,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARILY UNRESTRICT | $500,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARILY UNRESTRICT | $500,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARILY UNRESTRICT | $500,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | PERMISSION TO TEMPORARILY UNRESTRICT | $500,000 |
| WORCESTER HISTORICAL MUSEUM | |||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT IMPROVEMENT PATRON ACCESS TO | $100,000 |
| WORCESTER HISTORICAL MUSEUM | |||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT IMPROVEMENT PATRON ACCESS TO | $100,000 |
| WORCESTER HISTORICAL MUSEUM | |||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | SUPPORT IMPROVEMENT PATRON ACCESS TO | $100,000 |
| WORCESTER PUBLIC LIBRARY FOUNDATION | |||||||
| 3 SALEM SQUARE | WORCESTER | MA | 016082074 | NONE | PUBLIC | RENOVATION PROJECT - MAIN BRANCH AND | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,810,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,041,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,299,208 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| TAX REFUND | $166,430 | ||
| OTHER INCOME | 523000 | $7,827 | |
| BUSINESS INCOME | 523000 | $50,978 | |
| RENTAL INCOME | -$1,037,381 | ||
| ROYALTY INCOME | $12,109 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $58,805 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,340,893 | ExclusionAmt |
| Related Or Exempt Function Incm | -$858,842 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,540,856 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1B | LineNumberTxt |
| Relationship Statement | TAX REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST & ACCOUNTING FEES | $600,000 | $300,000 | $300,000 |
| TAX PREPARATION FEE | $21,000 | $10,500 | $10,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY STOCK | $20,437,144 | $57,463,878 |
| MUTUAL FUNDS | $10,058,249 | $16,765,454 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | AT COST | $541,251 | $3,591,173 |
| PREFERRED STOCK | AT COST | $17,600,928 | $17,792,194 |
| PARTNERSHIPS | AT COST | $885,740 | $885,740 |
| CAMBRIDGE SEMANTICS | AT COST | $261,150 | $261,150 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| K-1 EXPENSES | $66,661 | $66,661 | |
| MICROEDGE FEE | $5,117 | $5,117 | |
| COMM OF MASS FILING FEE PC | $500 | $500 | |
| ADR FEES | $800 | $800 | |
| NON-DEDUCTIBLE EXP | $9,723 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX REFUND | $166,430 | |
| OTHER INCOME | $7,827 | |
| BUSINESS INCOME | $50,978 | |
| RENTAL INCOME | -$1,037,381 | -$1,037,381 |
| ROYALTY INCOME | $12,109 | $12,109 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | CategoryTxt |
| Amt | $74,646 | Amt |
| Net Investment Income | $74,646 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $32,966 | $32,966 |
| FEDERAL ESTIMATES | $166,071 |
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