GERONDELIS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GERONDELIS FOUNDATION INC (EIN 04-6130871)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349103436
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T15:51:36-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823447701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMAKIS INC CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE SUITE 301 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019011190 | 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 | 046130871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERONDELIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERO | BusinessNameControlTxt |
| Phone | 7815953311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE STE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY C DEMAKIS ESQ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7815953311 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A DEMAKIS | PreparerPersonNm |
| PTIN | P01417596 | PTIN |
| Phone | 7815926120 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.230.141.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 15:51:36 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A1EF7E9C2CB52E05E3C10E570A2DAC067506A6C3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB1A299CBAA6BCBB2CC707DA52B6AD270323CB7B | 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 | $22,732,165 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $616 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $616 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $616 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $33,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,114 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $33,114 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,918,293 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,918,293 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,918,293 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,918,293 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $654,438 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $12,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,500 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $12,500 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,971,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,964,523 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,964,523 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,496 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,496 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $21,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $120,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $120,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $655 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $47,941 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,941 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $276,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $824,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,504,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,101,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,624,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $869,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,889,631 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,964,523 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $246,652 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $462,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $462,448 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $104,168 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $79,167 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $79,167 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $72,068 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $126,020 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $126,020 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,587,348 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,552,134 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,707,373 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $152,222 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $142,166 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $145,457 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,910,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $3,910,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,910,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $20,211,700 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,072,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,271,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,732,165 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $28,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,525,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,845,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $324 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,030 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,525,324 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,874,030 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,547,134 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,397,905 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,547,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,397,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,072,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,271,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,547,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $869,667 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,416,801 | SubtotalAmt |
| Other Decreases | $18,896 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,397,905 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,900,583 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,379,794 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,592,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,324,735 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058270 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,728,798 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,975,215 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064088 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,325,472 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,020,234 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049055 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,183,164 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,747,213 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044235 | DistributionYr5Rt |
| Total Distribution | 0.282618 | TotalDistributionRt |
| Average Distribution | 0.056524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,190,244 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,593,425 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,896 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,612,321 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,624,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,896 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,896 | SubtotalAmt |
| Tax Based On Investment Income | $18,896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $220 | EsPenaltyAmt |
| Tax Due | $1,116 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | GREGORY C DEMAKIS ESQ | IndividualWithBooksNm |
| Phone | 7815953311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SEA VIEW AVE | AddressLine1Txt |
| City | NAHANT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01908 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C DEMAKIS ESQ | ||||||||
| 140 IPSWICH ROAD | TOPSFIELD | MA | 01983 | TREASURER | 000.00 | $8,000 | $0 | $0 |
| GREGORY C DEMAKIS ESQ | ||||||||
| 19 SEA VIEW AVE | NAHANT | MA | 01908 | PRESIDENT | 000.00 | $8,000 | $0 | $0 |
| PAUL C DEMAKIS ESQ | ||||||||
| 46 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| DR NICHOLAS T ZERVAS | ||||||||
| MASS GENERAL HOSPITAL | BOSTON | MA | 02114 | DIRECTOR | 0.00 | $2,000 | $0 | $0 |
| THOMAS L DEMAKIS | ||||||||
| 45 BLODGETT AVENUE | SWAMPSCOTT | MA | 01907 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| CHRISTOPHER SCANGAS | ||||||||
| 25 SANDPIPER STRAND | SAN DIEGO | CA | 921183211 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| JOHN N DEMAKIS | ||||||||
| 1 LEO ROAD | MARBLEHEAD | MA | 01945 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| T PHILLIP COMENOS | ||||||||
| 1 DEXTER LANE | MANCHESTER | MA | 01944 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| NONDAS LAGONAKIS | ||||||||
| 30 FAIRVIEW AVENUE | SALEM | MA | 01970 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| ARTHUR KOURKOULIS | ||||||||
| 101 LITTLE NAHANT ROAD | NAHANT | MA | 01908 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| IRENE DUROS | ||||||||
| 789 SUMMER STREET | LYNNFIELD | MA | 01940 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMAKIS LAW OFFICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVE SUITE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL & ADMIN | ServiceTypeTxt |
| Compensation | $120,000 | CompensationAmt |
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 | $1,859,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $659,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,100,700 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,619,537 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,619,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $429,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,190,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,409,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,409,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,896 | TotalTaxAmt |
| Distributable Before Adj | $1,390,616 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,390,616 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,390,616 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,624,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,624,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,896 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,605,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,390,616 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,054 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $412,877 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $259,765 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $516,833 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,195,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,624,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,390,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $233,884 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,429,413 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,429,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,054 | ExcessFromYear4Amt |
| Excess From Year3 | $412,877 | ExcessFromYear3Amt |
| Excess From Year2 | $259,765 | ExcessFromYear2Amt |
| Excess From Year1 | $516,833 | ExcessFromYear1Amt |
| Excess From Current Year | $233,884 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GREGORY C DEMAKIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE SUITE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7815953311 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTERS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR FUNDING OF SCHOLARSHIP FOR PEOPLE OF GREEK HERITAGE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF LYNN | ||||||||
| 25 NORTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $300,000 | |
| BOYS AND GIRLS CLUB OF STONEHAMWAK | ||||||||
| 15 DALE COURT | STONEHAM | MA | 02180 | NONE | PUBLIC | FOR FUNDING | $5,000 | |
| INTERCITY SCHOLARSHIP FUND | ||||||||
| 1011 FIRST AVE 14FL | NEW YORK | NY | 10022 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $20,000 | |
| LYNN COMMUNITY HEALTH CENTER | ||||||||
| 269 UNION STREET | LYNN | MA | 01901 | NONE | PUBLIC | TO FUND | $20,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 56 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC | FOR FUNDING | $25,000 | |
| NSCC FOUNDATION | ||||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | PUBLIC | FOR FUNDING | $25,000 | |
| USO | ||||||||
| 211 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PUBLIC | WOUNDED WARRIER FUND | $100,000 | |
| YMCA OF METRO NORTH | ||||||||
| 298 MAIN STREET | SAUGUS | MA | 01906 | NONE | PUBLIC | FOR FUNDING | $360,000 | |
| AGGANIS FOUNDATION | ||||||||
| 85 EXCHANGE STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $5,000 | SUITE 218 |
| BEYOND WALLS | ||||||||
| 18 MOUNT VERNON STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $10,000 | |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PUBLIC | FOR FUNDING | $38,000 | |
| BOSTON UNIVERSITY TANGLEWOOD INSTIT | ||||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | FOR FUNDING | $25,000 | |
| BOYS AND GIRLS CLUB OF LYNN | ||||||||
| 25 NORTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $10,000 | |
| CARE DIMENSIONS | ||||||||
| 75 SYLVAN STREET | DANVERS | MA | 01923 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| CHILDRENS LAW CENTER | ||||||||
| PO BOX 710 | LYNN | MA | 01903 | NONE | PUBLIC | FOR FUNDING | $25,000 | 298 UNION STREET |
| COLUMBIA UNIVERSITY | ||||||||
| 535 WEST 114TH ST | NEW YORK | NY | 10027 | NONE | PUBLIC | SCHOLARSHIP | $20,000 | |
| CUNY | ||||||||
| 65-70 KISSENA BLVD | QUEENS | NY | 11367 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| DUKE UNIVERSITY | ||||||||
| BOX 90586 | DURHAM | NC | 27708 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |
| ELLIE FUND INC | ||||||||
| 200 RESERVOIR ST | NEEDHAM | MA | 02494 | NONE | PUBLIC | FOR FUNDING | $1,000 | SUITE 300 |
| EMORY UNIVERSITY | ||||||||
| 200 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| FAIRFIELD UNIVERSITY | ||||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| FLORIDA ATLANTIC UNIVERSITY | ||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| GEORGIA INSTITUTE OF TECHNOLOGY | ||||||||
| 225 NORTH AVENUE | ATLANTA | GA | 30332 | NONE | PUBLIC | SCHOLARSHIP | $25,000 | |
| GEORGIA STATE UNIVERSITY | ||||||||
| 33 GILMER STREET SE | ATLANTA | GA | 30303 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |
| HARVARD COLLEGE FUND | ||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |
| HARVARD GRADUATE SCHOOL OF DESIGN | ||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |
| HARVARD UNIV GRAD SCH ARTS & SCI | ||||||||
| 1 HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| HARVARD UNIVERSITY | ||||||||
| 1 HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |
| HIGH SCHOOL SCHOLARSHIPS | ||||||||
| 56 CENTRAL AVE | LYNN | MA | 01901 | NONE | PRIVATE | SCHOLARSHIP | $105,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| KANSAS STATE UNIVERSITY | ||||||||
| 919 MIDCAMPUS DRIVE NORTH | MANHATTAN | KS | 66506 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| LYNN MUSEUM AND HISTORICAL SOCIETY | ||||||||
| 590 WASHINGTON STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $10,000 | |
| MARYLAND INSTITUTE COLLEGE OF ART | ||||||||
| 1300 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 212174134 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | ||||||||
| 70 WASHINGTON SQUARE | NEW YORK | NY | 10012 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | SOUTH |
| NORTHERN ILLINOIS UNIVERSITY | ||||||||
| 1425 W LINCOLN HWY | DEKALB | IL | 60115 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| RUTGERS UNIVERSITY | ||||||||
| 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| SAINT BASIL ACADEMY | ||||||||
| 79 SAINT BASIL ROAD | GARRISON | NY | 10524 | NONE | PUBLIC | FOR FUNDING | $2,000 | |
| SAINT VASILIOS GREEK ORTHODOX CHURC | ||||||||
| 5 PALEOLOGOS STREET | PEABODY | MA | 01960 | NONE | PUBLIC | FUNDING | $1,000 | |
| SCHOOL OF THE ART INSTITUTE OF CHIC | ||||||||
| 36 S WABASH AVE | CHICCAGO | IL | 60603 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| ST GEORGE GREEK ORTHODOX CHURCH | ||||||||
| 54 SOUTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $5,000 | |
| STANFORD UNIVERSITY | ||||||||
| 408 PANAMA MALL STE 217 | STANFORD | CA | 94305 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | |
| TEXAS A&M | ||||||||
| 750 AGRONOMY ROAD | COLLEGE STATION | TX | 77840 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| TEXAS TECHNICAL UNIVERSITY | ||||||||
| 2500 BROADWAY | LUBBOCK | TX | 79409 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |
| THE SALVATION ARMY | ||||||||
| 235 BROADWAY | SAUGUS | MA | 01906 | NONE | PUBLIC | FOR FUNDING | $2,500 | |
| UNIVERSITY AT BUFFALO - SUNY | ||||||||
| 12 CAPEN HALL | BUFFALO | NY | 142601660 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF CALIFORNIA BERKLEY | ||||||||
| 2227 PIEDMONT AVE | BERKLEY | CA | 94704 | NONEQ | PUBLIC | SCHOLARSHIP | $20,000 | |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1 SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 SOUTH ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF CONNECTICUT | ||||||||
| 438 WHITNEY ROAD EXT | STORRS | CT | 062691152 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF DELAWARE | ||||||||
| 210 S COLLEGE AVE | NEWARK | DE | 19716 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF MARYLAND | ||||||||
| COLLEGE PARK | MARYLAND | MD | 20742 | NONE | PUBLIC | SCHOLARSHIP | $25,000 | |
| UNIVERSITY OF MASSACHUSETTS AMHERST | ||||||||
| 140 HICKS WAY | AMHERST | MA | 010039333 | NONE | PUBLIC | SCHOLARSHIP | $20,000 | |
| UNIVERSITY OF MASSACHUSETTS LOWELL | ||||||||
| 220 PAWTUCKET STREET | LOWELL | MA | 01854 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF MEMPHIS | ||||||||
| 3720 ALUMNI AVENUE | MEMPHIS | TN | 38152 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF MINNESOTA | ||||||||
| 100 CHURCH STREET SE | MINNEAPOLIS | MN | 55455 | NONE | PUBLIC | FOR FUNDING | $5,000 | |
| UNIVERSITY OF NEW MEXICO | ||||||||
| PO BOX 4895 | ALBUQUERQUE | NM | 871964895 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14627 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF TEXAS AT DALLAS | ||||||||
| 800 W CAMPBELL ROAD | RICHARDSON | TX | 750803021 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PUBLIC | SCHOLARSHIP | $40,000 | |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 500 LINCOLN DR | MADISON | WI | 53706 | NONE | PUBLIC | SCHOLARSHIP | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,504,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIND YOUR WINGS FOUNDATION | |||||||
| 56 CENTRAL AVE SUITE 201 | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $25,000 |
| CITY OF LYNN | |||||||
| 1 CITY HALL SQUARE | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $175,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $616 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,114 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,918,293 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,536 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| CAPITAL GAIN DIVIDENDS | 14 | |
| MA CITC CREDIT | $12,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,730 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,937,329 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,971,059 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $21,800 | Amt |
| Net Investment Income | $21,800 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | BANK OF AMERICA, N.A. | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $654,438 | GrossSalesPriceAmt |
| Basis | $647,902 | BasisAmt |
| Total Net | $6,536 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS | BondNm |
| EOY Book Value | $142,166 | EOYBookValueAmt |
| EOYFMV | $145,457 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER INVESTMENT | $97,132 | $86,115 |
| HEDGE FUNDS | $258,038 | $260,669 |
| COMMON STOCK | $1,196,964 | $1,360,589 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $3,910,000 | CostOrOtherBasisAmt |
| Book Value | $3,910,000 | BookValueAmt |
| EOYFMV | $20,211,700 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,496 | LegalFeesAmt |
| Net Investment Income | $4,496 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $18,896 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $76 | $76 |
| MISCELLANEOUS EXPENSE | $2,818 | $2,818 |
| SCHOLARSHIP ADVERTISING | $3,997 | $3,997 |
| INVESTMENT FEES | $13,550 | $13,550 |
| COMMISSIONS | $25,000 | $25,000 |
| DUES & SUBSCRIPTIONS | $2,500 | $2,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA CITC CREDIT | Desc |
| Revenue And Expenses Per Books | $12,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,500 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX PAYABLE | Desc |
| BOY Book Value | $324 | BOYBookValueAmt |
| EOY Book Value | $1,030 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMIN. FEES | CategoryTxt |
| Amt | $120,000 | Amt |
| Disbursements Charitable Prps | $120,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $655 | Amt |
| Net Investment Income | $655 | NetInvestmentIncomeAmt |
Comments