JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION (EIN 04-3253603)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202011979349101306
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-15T10:57:49-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043296201PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SULLIVAN BILLE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 CLARK ROADAddressLine1Txt
CityTEWKSBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01876ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043253603EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH W & FAITH K TIBERIO CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone5084297524PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line179 LOWLAND STAddressLine1Txt
CityHOLLISTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFAITH DOUGHERTYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5084297524PhoneNum
Signature2020-06-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIA E MARCHAND CPAPreparerPersonNm
PTINP01024791PTIN
Phone9789702900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-17IPDt
IP Tm06:28:22IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id112075F1E952C380AFDD3CF156FC5864EF0EA037AtSubmissionCreationDeviceId
At Submission Filing Device Id6B9863EED73A1B676D3C62F455DBCC57D0A86C6BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$963,557FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18,781InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,781InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,939DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,939DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,789NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$283,152GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,789CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$246OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$246OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$65,755TotalRevAndExpnssAmt
Total Net Invst Incm$65,755TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,800CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,800CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,950AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,531OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,531OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,036TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,036TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,429TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,429TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$351OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$434OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,097TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,380TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,897TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,380TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$36,142ExcessRevenueOverExpensesAmt
Net Investment Income$53,375NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,100CashBOYAmt
Cash EOY$7,821CashEOYAmt
Cash EOYFMV$7,821CashEOYFMVAmt
Sav And Temp Cash Invst BOY$47,835SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,357SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,357SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$61,801OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$99,726OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$61,801OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$25,000USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$366,417CorporateStockBOYAmt
Corporate Stock EOY$378,138CorporateStockEOYAmt
Corporate Stock EOYFMV$561,256CorporateStockEOYFMVAmt
Corporate Bonds BOY$268,064CorporateBondsBOYAmt
Corporate Bonds EOY$309,818CorporateBondsEOYAmt
Corporate Bonds EOYFMV$323,094CorporateBondsEOYFMVAmt
Other Investments BOY$23,585OtherInvestmentsBOYAmt
Other Investments EOY$21,650OtherInvestmentsEOYAmt
Other Investments EOYFMV$22,029OtherInvestmentsEOYFMVAmt
Total Assets BOY$864,727TotalAssetsBOYAmt
Total Assets EOY$828,585TotalAssetsEOYAmt
Total Assets EOYFMV$963,557TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$864,727RetainedEarningBOYAmt
Retained Earning EOY$828,585RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$864,727TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$828,585TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$864,727TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$828,585TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$864,727TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$36,142ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$828,585SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$828,585TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY #2608P$66,600$68,838-$2,238-$2,238
FIDELITY #2608P$7$7$0$0
FIDELITY #2608P$164,814$136,082$28,732$28,732
FIDELITY #2608P$51,731$46,436$5,295$5,295
FieldValueIRS element (for citing)
Capital Gain Net Income$31,789CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$91,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$920,918NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.098923DistributionYr1Rt
Adjusted Qlfy Distri Yr2$95,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$941,100NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.101158DistributionYr2Rt
Adjusted Qlfy Distri Yr3$98,900AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$901,601NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.109694DistributionYr3Rt
Adjusted Qlfy Distri Yr4$94,400AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$987,213NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.095623DistributionYr4Rt
Adjusted Qlfy Distri Yr5$135,973AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,041,615NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.130541DistributionYr5Rt
Total Distribution0.535939TotalDistributionRt
Average Distribution0.107188AverageDistributionRt
Net Vl Noncharitable Assets$922,011NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$98,829AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$534NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$99,363AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$89,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,068InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,068SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,068TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$760EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$760TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$308TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFAITH DOUGHERTYIndividualWithBooksNm
Phone5084228514PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line179 LOWLAND STREETAddressLine1Txt
CityHOLLISTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01746ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FAITH DOUGHERTY
260 SPRINGVALE ROADGREAT FALLSVA22066PRESIDENT & CHAIRMAN2.00$5,000$0$0
JOAN CURRIER
PO BOX 1208UPTONMA01568SECRETARY2.00$1,200$0$0
FAITH T FEUER
7 SPARROW ROADNORFOLKMA02056BOARD MEMBER1.00$600$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$860,441AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,611AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$936,052TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$936,052AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,041CashDeemedCharitableAmt
Net Vl Noncharitable Assets$922,011NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,068TaxBasedOnInvestmentIncomeAmt
Total Tax$1,068TotalTaxAmt
Distributable Before Adj$45,033DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,033DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,033DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$89,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$89,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,033DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$85,446ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$45,537ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$55,272ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$49,130ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$45,808ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$281,193TotalExcessDistributionCyovAmt
Qualifying Distributions$89,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,033AppliedToCurrentYearAmt
Remaining Distri From Corpus$44,567RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$325,760TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$85,446ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$240,314ExcessDistriCyovToNextYrAmt
Excess From Year4$45,537ExcessFromYear4Amt
Excess From Year3$55,272ExcessFromYear3Amt
Excess From Year2$49,130ExcessFromYear2Amt
Excess From Year1$45,808ExcessFromYear1Amt
Excess From Current Year$44,567ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADOPT A PLATOON
25089 CENTERLINE ROADSAN BENITOTX78586NONE501CCHARITABLE$250
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BOULEVARDDENVERCO80221NONE501CEDUCATIONAL$850
AMERICAN INDIAN RELEIF COUNCIL
PO BOX 6200RAPID CITYSD57709NONE501CCHARITABLE$250
AMERICAN REPERTORY THEATRE
64 BRATTLE STREETCAMBRIDGEMA02138NONE501CLITERARY$500
ANTIOCH CHRISTIAN CHURCH
2041 W WALNUT HILL LNIRVINGTX75038NONE501CCHARITABLE$5,000
BLACKSTONE FIRE DEPT
15 ST PAUL STBLACKSTONEMA01504NONE501CPUBLIC SAFETY$1,000
BLACKSTONE POLICE DEPT
15 ST PAUL STBLACKSTONEMA01504NONE501CPUBLIC SAFETY$1,000
BOSTON BALLET
19 CLARENDON STREETBOSTONMA02116NONE501CLITERARY$1,000
BOSTON MUSEUM OF FINE ARTS
465 HUNTINGTON AVEBOSTONMA02115NONE501CEDUCATIONAL LITERARY$2,000
CAPE COD CHILDREN'S PLACE
10 BALLWIC ROADEASTHAMMA02642NONE501CEDUCATIONAL$5,000
CPSA(CITIZEN'S FOR THE PRESERVATION OF ST AUG)
PO BOX 487ST AUGUSTINEFL32085170(C)(2)(B)CHARITABLE$1,000
CUMBERLAND COLLEGE
6178 COLLEGE STATION DRIVEWILLIAMSBURGKY40769NONE501CEDUCATIONAL$1,000
DOWD CENTER FOR THE HOMELESS
651 BROAD STREETCOLUMBUSOH43215NONE501CCHARITABLE$750
DUBLIN MONTESSORI ACADEMY
10465 SAWMILL ROADPOWELLOH43065NONE501CEDUCATIONAL$500
DUFFY HEALTH CENTER
94 MAIN STREETHYANNISMA02601501CCHARITABLE$500
EMMA CONCERT ASSOCIATION
2692 US 1ST AUGUSTINEFL32086NONE501CLITERARY$1,000
FAITH MISSION
245 N GRANT AVECOLUMBUSOH43215NONE501CCHARITABLE$250
FIRST COAST OPERA
PO BOX 2223ST AUGUSTINEFL32085NONE501CLITERARY$3,000
FLAGLER COLLEGE
KING STREETST AUGUSTINEFL32084NONE501CEDUCATIONAL$1,500
FRAMINGHAM HISTORICAL SOCIETY
16 VERNON STREETFRAMINGHAMMA01703NONE501CEDUCATIONAL$500
HOLLISTON HIGH SCHOOL AGRICULTURAL
370 HILLIS STREETHOLLISTONMA01746NONE501CEDUCATIONAL$1,000
HOLLISTON SENIOR CENTER
150 GOULDING STREETHOLLISTONMA01746NONE501CCHARITABLE$500
HUNTINGTON THEATER
264 HUNTINGTON AVEBOSTONMA02115NONE501CLITERARY$10,000
KONA HISTORICAL SOCIETY
81-6551 MAMALAHOA HWYKEALAKEKUAHI96750NONE501CEDUCATIONAL$100
LIGHTNER MUSEUM
75 KING STREETST AUGUSTINEFL32085NONE501CEDUCATIONAL$4,000
LIMELIGHT THEATER INC
PO BOX 1196ST AUGUSTINEFL32085NONE501CLITERARY$2,000
MASS 4H CLUB
22 ELIOT STREETASHLANDMA01721NONE501CCHARITABLE$1,000
MUSEUM OF THE AMERICAN REVOLUTION
123 CHESTNUT STPHILADELPHIAPA19106NONE501CEDUCATIONAL$500
NEW ENGLAND OES RESCUE
49 STONEHEDGE RDLINCOLNMA01773NONE501CCHARITABLE$400
NORTHERN PLAINS RESERVATION AID - PARTNERSHIP WITH NATIVE AMERICANS
16415 ADDISON ROAD STE 200ADDISONTX75001501CCHARITABLE$250
RED CLOUD INDIAN SCHOOL
100 MISSION DRIVEPINE RIDGESD57770NONE501CCHARITABLE$500
SHERBORN FIRE AND RESCUE
22 NORTH MAIN STREETSHERBORNMA01770NONE501CPUBLIC SAFETY$1,000
SHERBORN LIONS
288 DOVER ROADWESTWOODMA01770NONE501CCHARITABLE$1,000
SHERBORN POLICE DEPARTMENT
19 WASHINGTON STREETSHERBORNMA01770NONE501CPUBLIC SAFETY$1,000
ST AUGUSTINE ART ASSOCIATION
22 MARINE STREETST AUGUSTINEFL32084501CCHARITABLE$2,000
ST AUGUSTINE SISTER CITIES ASSN
PO BOX 210ST AUGUSTINEFL32085NONE501CCHARITABLE$2,000
ST AUGUSTINE PILOT'S CLUB
102 PRESTON COURTMACONGA31210501CCHARITABLE$500
TEMPLE UNIVERSITY
580 MEETINGHOUSE ROADAMBLERPA19002NONE501CEDUCATIONAL$4,000
THE FAMILY PANTRY OF CAPE COD CORP
133 QUEEN ANNE ROADHARWICHMA02645501CCHARITABLE$500
THE HOME FOR LITTLE WANDERERS
271 HUNTINGTON AVEBOSTONMA02115NONE501CCHARITABLE$500
WOMAN'S NATIONAL FARM & GARDEN ASSOCIATION
PO 325RAWSONOH45881NONE501CCHARITABLE$1,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601NONE501CCHARITABLE$500
AMERICAN BATTLEFIELD TRUST
PO BOX 79535BALTIMOREMD21279NONE501CCHARITABLE$1,000
MEDFIELD ANIMAL SHELTER
101 OLD BRIDGE STREETMEDFIELDMA02052NONE501CCHARITABLE$250
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118501CCHARITABLE$250
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONE501CCHARITABLE$1,000
WELLESLEY FRIENDS MEETING HOUSE CHURCH
20 BENVENUE STREETWELLESLEYMA02482NONE501CCHARITABLE$3,000
WORCESTER FIREFIGHTERS IAFF LOCAL 1009
625 CHANDLER STREETWORCESTERMA01602NONE501CCHARITABLE$100
THE COUNTRY SCHOOL FARM
3516 TOWNSHIP ROAD 124BECKS MILLSOH44654NONE501CCHARITABLE$5,000
SYRACUSE UNIVERSITY
900 SOUTH CROUSE AVENUESYRACUSENY13244NONE501COFFICE OF FINANCIAL AID & SCHOLARSHIP (SYRUCUSE UNIV)EDUCATIONAL$3,000
CENTRAL CONNECTICUT STATE UNIVERSITY
1615 STANLEY STREETNEW BRITAINCT06050NONE501CEDUCATIONAL$3,000
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE ROADWORCESTERMA01609NONE501CEDUCATIONAL$3,000
BRYN MAWR COLLEGE
101 N MERION AVENUEBRYN MAWRPA19010NONE501CEDUCATIONAL$1,000
HAVERFORD COLLEGE
370 LANCASTER AVENUEHAVERFORDPA19041NONE501CEDUCATIONAL$1,000
WORCESTER FIRE DEPARTMENT CREDIT UNION
34 GLENNIE STREETWORCESTERMA01605NONE501CCHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,781ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,939ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$246ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$31,789ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$65,755ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,755TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySULLIVAN BILLE PCCategoryTxt
Amt$3,950Amt
Net Investment Income$3,950NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN TOWER CORP$14,404$22,522
BNSF FUNDING TRUST$28,566$28,000
BSB CAP TR I GTD CAP SECS$30,446$30,078
CORNING INC.$24,711$24,332
NORTHERN TR CORP BOND$25,097$26,125
ROGERS CABLE INC CORP BOND$35,135$36,759
SCRIPPS NETWORKS INTERACT$24,341$25,441
MUELLER INDS INC BOND$25,781$25,594
SIMMONS 1ST NATL CORP NOTE$10,112$10,250
OCCIDENTAL PETE CORP NOTE$27,185$26,837
ALTRIA GROUP INC NOTE$28,436$32,156
MEAD CORP BOND$35,154$34,398
BRISTOL MYERS SQUIBB CO CONTNGNT$450$602

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC COM$18,110$17,708
APPLE INC (AAPL)$7,296$27,309
BANK OF AMERICA$4,819$22,541
CISCO SYS INC$9,355$23,980
FLIR SYS$14,228$26,035
GENERAL MILLS INC$20,608$23,834
GILEAD SCIENCES INC$22,075$19,494
HONEYWELL INTERNATIONAL INC$21,674$26,904
INTL BUSINESS MACH$21,494$23,859
JP MORGAN CHASE & CO (JPM)$10,233$37,638
LOWES COS INC COM ISIN$18,148$30,659
NESTLE S SPON$15,439$35,167
ORACLE CORPORATION (ORCL)$14,848$23,841
PIONEER NATURAL RESOURCES CO$22,100$18,921
ROYAL DUTCH SHELL PLC$23,789$26,987
THERMO FISHER SCIENTIFIC INC$4,436$25,990
TJX COS INC$13,613$23,447
BOEING CO COM US$20,174$17,591
BRISTOL-MYERS SQUIBB CO COM$22,633$25,676
ILLUMINA INC COM$20,502$23,222
ULTA BEAUTY INC COM$29,992$31,643
UNITEDHEALTH GROUP$22,572$28,810

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSPDR GOLD TR GOLD SHSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$21,650BookValueAmt
EOYFMV$22,029EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMM MASS ANNUAL REPORT FILING FEE$35$35$0
BROKERAGE TRANSACTION FEES$316$399$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Revenue And Expenses Per Books$246RevenueAndExpensesPerBooksAmt
Net Investment Income$246NetInvestmentIncomeAmt
Adjusted Net Income$246AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$4,531Amt
Net Investment Income$4,531NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON DIVIDEND INCOME$276$276$0
FEDERAL EXCISE TAX ON INVESTMENT$760$760$0

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