DOANE-PERKINS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DOANE-PERKINS FOUNDATION (EIN 04-3308085)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202013159349101031
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T10:13:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043246745 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sullivan Sorgi and Dimmock LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Beacon Street Suite 1010 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083817 | 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 | 043308085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Doane-Perkins Foundation | BusinessNameLine1Txt |
| Business Name Line2 | % William D Chin Trustee | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOAN | BusinessNameControlTxt |
| Phone | 6174894257 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 Payson Road | AddressLine1Txt |
| City | Belmont | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William D Chin | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6172273678 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SORGI | PreparerPersonNm |
| PTIN | P00853273 | PTIN |
| Phone | 6177422150 | PhoneNum |
| Preparation | 2020-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.241.121.113 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 14:38:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A8AA9C5C0E38ED502CB292F1380D12B0E0DB3B21 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8AA9C5C0E38ED502CB292F1380D12B0E0DB3B21 | 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 | $936,600 | 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 | $18,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,038 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,038 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,170 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $780 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $176 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $105,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,354 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,354 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $231,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $231,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $852,046 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $25,200 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $25,200 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $25,200 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $10,200 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $362,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $330,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $936,600 | 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 | $362,456 | RetainedEarningBOYAmt |
| Retained Earning EOY | $330,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $362,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $330,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $362,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $330,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $362,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,298 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $331,158 | SubtotalAmt |
| Other Decreases | $250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $330,908 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $918,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046838 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,035 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $892,375 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048225 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,417 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $864,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051358 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,238 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $913,726 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053887 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,174 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $962,845 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057303 | DistributionYr5Rt |
| Total Distribution | 0.257611 | TotalDistributionRt |
| Average Distribution | 0.051522 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $921,673 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,486 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,618 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,515 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $256 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $264 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | William D Chin Trustee | IndividualWithBooksNm |
| Phone | 6174894257 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 Payson Road | AddressLine1Txt |
| City | Belmont | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | 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 |
|---|---|---|---|---|---|---|---|---|
| Edward J O'Loughlin | ||||||||
| 7 Wilkins Street | Hudson | MA | 01749 | Trustee | 1.00 | $1,000 | $0 | $0 |
| Robert J Jordan | ||||||||
| 6 Beacon Street | Boston | MA | 02108 | Trustee | 1.00 | $1,000 | $0 | $0 |
| William D Chin | ||||||||
| 261 Payson Road | Belmont | MA | 02478 | Trustee | 5.00 | $3,500 | $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 | $826,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $935,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $935,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,036 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $921,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,084 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $264 | TotalTaxAmt |
| Distributable Before Adj | $45,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,820 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,515 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,311 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,311 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,305 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,305 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6 | 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 | $6 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| First United Methodist Church | |||||||
| 34 Felton Street | Hudson | MA | 01749 | NONE | Public Charity | Programs | $5,000 |
| Globe Santa | |||||||
| PO Box 491 | Medford | MA | 02155 | NONE | Public Charity | Support | $2,500 |
| Hudson Community Food Pantry | |||||||
| 28 Houghton St PO Box 608 | Hudson | MA | 01749 | NONE | Public Charity | Supplies | $10,000 |
| Hudson Public Library | |||||||
| 3 Washington Street | Hudson | MA | 01749 | NONE | Public Charity | Supplies and Programs | $2,000 |
| SmileTrain | |||||||
| 41 Madison Ave 28th Fl | New York | NY | 10010 | NONE | Public Charity | Programs | $5,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02205 | NONE | Public Charity | Programs | $5,000 |
| St Isidore Parish | |||||||
| 429 Great Road | Stow | MA | 01775 | NONE | Public Charity | Maintenance | $2,000 |
| The Friends of Hudson Seniors Inc | |||||||
| Hudson Sr Ctr 29 Church St | Hudson | MA | 01749 | NONE | Public Charity | Programs | $1,000 |
| The Nancy Seaberry Frost Arts Endowment | |||||||
| P O Box 712 | Eastland | TX | 76448 | NONE | Public Charity | Programs and Supplies | $5,000 |
| Unitarian Church of Marlboro & Hudson | |||||||
| 102 Main St POBox 176 | Hudson | MA | 01749 | NONE | Public Charity | Maintenance | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,038 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,038 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,038 | 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 | 4e | LineNumberTxt |
| Relationship Statement | The securities held are held for the sole purpose of producing income and providing funds to pay the donations and keep from depleting the principal funds held. | RelationshipStatementTxt |
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 | SS&D, LLP - Legal and Accounting | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $1,170 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $780 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Brokerage A/C - Stocks/Bonds | StockNm |
| EOY Book Value | $231,354 | EOYBookValueAmt |
| EOYFMV | $852,046 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS - Payments for 2018 liability | Desc |
| Amt | $250 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Filing fee | $35 | $0 | $35 |
| Morgan Stanley - Annual Fee | $175 | $175 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Real Estate Taxes | CategoryTxt |
| Amt | $176 | Amt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments