BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202031259349102358
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T16:14:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 311698286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEVERIDGE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 8002299667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD CASWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002299667 | PhoneNum |
| Signature | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOM F MULDOON | PreparerPersonNm |
| PTIN | P01561688 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2020-05-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.70.31.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-04 | IPDt |
| IP Tm | 13:39:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 67FD54DCEB6CBC14265FA3262D2D1D14C69EA041 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1166F2FD08ABF73FAA4779C448B3D4829B6A5C9C | 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 | $61,915,543 | 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 |
| Dividends Rev And Expnss | $1,544,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,544,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,863,535 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,535,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,863,535 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,055 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,055 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,440,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,440,527 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $187,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,793 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,358 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,435 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,382 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,191 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,191 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,929 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,465 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,464 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $415,618 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $358,978 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,640 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $82,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,375 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,985 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $16,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,360 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,440 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,469 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,876 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $935,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $495,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $372,646 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,339,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,339,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,275,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $495,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,712,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $165,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,944,931 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,482,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,858,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,858,048 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,966 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,164 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,164 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,298,481 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,306,991 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,306,991 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,797,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,720,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,720,569 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,178,697 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,772,874 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,772,874 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,057,663 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,110,538 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,110,538 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $37,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,791 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,296 | LandBOYAmt |
| Land EOY | $20,375 | LandEOYAmt |
| Land EOYFMV | $20,375 | LandEOYFMVAmt |
| Other Assets BOY | $157,506 | OtherAssetsBOYAmt |
| Other Assets EOY | $122,984 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $122,984 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,986,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,915,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,915,543 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $42,478 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,682 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $29,600 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $218,167 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $72,078 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $256,849 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,281,476 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $45,707,833 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $13,633,024 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $15,950,861 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,914,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,658,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,986,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,915,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,914,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $165,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,754,041 | OtherIncreasesAmt |
| Subtotal | $61,833,694 | SubtotalAmt |
| Other Decreases | $175,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,658,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,535,681 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,672,146 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,863,535 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,863,535 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,863,535 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,863,535 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,672,034 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,809,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047035 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,659,247 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $55,289,527 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048097 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,433,423 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,108,978 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046699 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,233,724 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $55,399,271 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058371 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,788,698 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $57,245,843 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048714 | DistributionYr5Rt |
| Total Distribution | 0.248916 | TotalDistributionRt |
| Average Distribution | 0.049783 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,068,803 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,890,839 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,449 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,920,288 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,722,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $768 | EsPenaltyAmt |
| Tax Due | $18,167 | 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 | WWW.BEVERIDGE.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| WARD S CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | PRESIDENT/DIRECTOR | 40.00 | $187,000 | $35,512 | $0 |
| PHILIP CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | EMERITUS | 0.50 | $0 | $0 | $0 |
| RUTH S DUPONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEAH BEVERIDGE RICHARDSON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | CLERK | 0.50 | $0 | $0 | $0 |
| CHRISTA PALMER BIGUE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PETER WESTON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JABEZ PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH L KIRKPATRICK | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | SECOND VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| FREDERICK WILLIAM STECHER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | TREASURER | 0.50 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | FIRST VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ALEXANDER CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | ASSISTANT CLERK | 0.50 | $0 | $0 | $0 |
| ALEXANDRA B RUSSELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PATRICE SWAN | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JOSEPH BEVERIDGE PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | EMERITUS | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS | |||||
| 11988 EL CAMINO REAL 600 | SAN DIEGO | CA | 92130 | INVESTMENT MANAGEMENT | $86,416 |
| GMA FOUNDATIONS INC | |||||
| 2 LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | ACCOUNTING | $50,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $58,883,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,953,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,953,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $884,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,068,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,903,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,903,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,899 | TotalTaxAmt |
| Distributable Before Adj | $2,844,541 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,844,541 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,844,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,712,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $10,564 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,722,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,722,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,844,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $223,105 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $223,105 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,722,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,722,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $121,841 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $121,841 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $101,264 | 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 | $101,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $101,264 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARD CASWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002299667 | RecipientPhoneNum |
| Recipient Email Address | WARD@CASWELL.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT THE PROPOSAL ABSTRACT PROVIDED BY THE FOUNDATION ALONG WITH THE FOLLOWING REQUIRED DOCUMENTS 1)COPY OF IRS LETTER CLASSIFYING THE APPLICANT AS EXEMPT UNDER CODE SECTIONS 509(A) & 501(C)(3), 2)COPY OF 990 FOR THE MOST RECENT TOW YEARS, 3)THREE CONSTRUCTION BIDS, IF CONSTRUCTION PROJECT, 4)NAMES AND AFFILIATIONS OF THE BOARD MEMBERS, 5)IF HOSPITAL OR OTHER HEALHT-RELATED FACILITY, A COPY OF THE DETERMINATION OF NEED (DON) OR A CERTIFICATE OF NEED (CON), 6)MOST RECENT AUDITED FIANCIAL STATEMENTS, IF APPLICABLE, 7)NAME AND QULAIFCATIONS OF THE PERSON RESPONSIBLE OFR ADMINSTERING THE GRANT, 8)DETAILED BUDGET OF TEH PROJECT, 9)LIST OF OTHER SOURCES OF FUNDIGN FOR THIS PROJECT, 10)A STATEMENT THAT THE GRANT REQUEST IS EXECUTED BY A PERSON AUTHORIXED TO SUBMIT ON HEALF OF THE REQUESTING ORGANIZATION, 11)TABLE OF ORGANIZATION, 12)IF A UNIT OF GOVERNMENT, EVIDENCE OF THE RELATIONSHIP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGSUT 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | REJECTED PROGRAM ACTIVILES, INTERNATIONAL AFFAIRS, MEMBER BENEFIT, REJECTED TYPES OF SUPPORT AWARDS/PRIZE/COMPETITOINS, COLLECTIONS MGMT, COMMISSIONING NEW WORKS, CONFERENCES/SEMINARS, CURRICULUM DEVELOPMENT, DEBT REDUCTION, EMPLOYEE MATCHING GIFTS, EMLOYEE-BASED SCHOLARSHIPS, ENDOWMENT FUNDS, FACULTY/STAFF DEVELOPMENT, FELLOWSHIPS, FIL/VIDEO/RADIO PRODUCTION, FOUNDATION ADMINSTERED PRGRAMS, GENERAL/OPERATING SUPPORT, GRANTS/SCHOLARSHIPS TO INDIVDUALS, INCOME DEVELOMENT, INTERNSHIP FUNDS, MANAGEMENT DEVELOPMENT, PERFORMANCE/PRODUCTION COSTS, PROFESSORSHIPS, PROGRAM-RELATED INVESTMENT/LOANS, STUDENT AID MAXIUM GRANT AMOUNT REQUESTED SHOULD NOT EXCEED 25% OF THE TOTAL CONTRIBUTIONS FOR THE MOST RECENTLY ENDED FISCAL YEAR, OR 20% OF THE PROJECT BUDGET APPROVED AREAS OF GIVING INCLUDE HAMPEN & HAMPSHIRE COUNTIES, MA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALL OUR KIDS INC | |||||||
| 3 LEBLANCE DR | SOUTH HADLEY | MA | 01075 | PC | PROGRAM SUPPORT | $6,000 | |
| AMERICAN CULINARY FEDERATION PALM BEACH COUNTY CHAPTER INC | |||||||
| 3813 BLUEBELL ST | PALM BEACH GARDENS | FL | 33410 | PC | PROGRAM SUPPORT | $1,000 | |
| AMHERST BALLET THEATRE COMPANY INC | |||||||
| 29 STRONG ST | AMHERST | MA | 010021836 | PC | PROGRAM SUPPORT | $2,000 | |
| AMHERST BOYS CLUB INC | |||||||
| 29A COTTAGE ST | AMHERST | MA | 01002 | PC | PROGRAM SUPPORT | $10,000 | |
| AMHERST COLLEGE TRUSTEES | |||||||
| PO BOX 5000 | AMHERST | MA | 010025000 | PC | PROGRAM SUPPORT | $5,000 | |
| ARGENZIANO SCHOOL PTA | |||||||
| 290 WASHINGTON STREET | SOMMERVILLE | MA | 02143 | PC | PROGRAM SUPPORT | $5,000 | |
| ARISE INC | |||||||
| PO BOX 5423 | SPRINGFIELD | MA | 011015423 | PC | PROGRAM SUPPORT | $9,000 | |
| ART WITH IMPACT | |||||||
| 5214F DIAMOND HEIGHTS BLVD 454 | SAN FRANCISCO | CA | 941312175 | PC | PROGRAM SUPPORT | $7,500 | |
| BABY BASICS INC | |||||||
| 47 BEAUFORT AVE | NEEDHAM | MA | 02492 | PC | PROGRAM SUPPORT | $5,000 | |
| BARTON CENTER FOR DIABETES EDUCATION INC | |||||||
| PO BOX 356 | NORTH OXFORD | MA | 015370356 | PC | PROGRAM SUPPORT | $10,000 | |
| BAY PATH UNIVERSITY | |||||||
| 588 LONGMEADOW ST | LONGMEADOW | MA | 011062292 | PC | PROGRAM SUPPORT | $15,000 | |
| BEHAVIORAL HEALTH NETWORK INC | |||||||
| 417 LIBERTY ST STE 1 | SPRINGFIELD | MA | 011043739 | PC | PROGRAM SUPPORT | $22,500 | |
| BERKSHIRE HILLS MUSIC ACADEMY INC | |||||||
| 48 WOODBRIDGE ST | SOUTH HADLEY | MA | 010751125 | PC | PROGRAM SUPPORT | $17,500 | |
| BLUES TO GREEN INC | |||||||
| 18 TUCKER ROAD | HUNTINGTON | MA | 010509728 | PC | PROGRAM SUPPORT | $5,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 1 ARCH ROAD SUITE 5 | WESTFIELD | MA | 01085 | PC | PROGRAM SUPPORT | $1,900 | |
| BOYS & GIRLS CLUB OF CHICOPEE | |||||||
| 580 MEADOW STREET | CHICOPEE | MA | 010131820 | PC | PROGRAM SUPPORT | $5,000 | |
| BOYS & GIRLS CLUB OF GREATER WESTFIELD INC | |||||||
| PO BOX 128 28 W SILVER ST | WESTFIELD | MA | 010860128 | PC | PROGRAM SUPPORT | $27,500 | |
| BRIDGE ST SCHOOL PTO INC | |||||||
| 2 PARSONS ST | NORTHAMPTON | MA | 01060 | PC | PROGRAM SUPPORT | $10,000 | |
| C-10 RESEARCH & EDUCATION FOUNDATION | |||||||
| 11 CHESTNUT ST | AMESBURY | MA | 01913 | PC | PROGRAM SUPPORT | $1,000 | |
| CANDID | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | PC | PROGRAM SUPPORT | $5,000 | |
| CENTER FOR HUMAN DEVELOPMENT INC | |||||||
| 70 BOLTWOOD WALK | AMHERST | MA | 01002 | PC | PROGRAM SUPPORT | $10,000 | |
| CHERRY CREEK TOUCHDOWN CLUB | |||||||
| PO BOX 4474 | GREENWOOD VILLAGE | CO | 80155 | PC | PROGRAM SUPPORT | $5,000 | |
| CHESAPEAKE REGION ACCESSIBLE BOATING INC | |||||||
| PO BOX 6564 | ANNAPOLIS | MD | 21403 | PC | PROGRAM SUPPORT | $5,000 | |
| CHILDRENS INSTITUTE INC | |||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | PROGRAM SUPPORT | $4,000 | |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | PC | PROGRAM SUPPORT | $5,000 | |
| CITYSPACE INC | |||||||
| 50 PAYSON AVE | EASTHAMPTON | MA | 010272255 | PC | PROGRAM SUPPORT | $9,000 | |
| CLINICAL & SUPPORT OPTIONS INC | |||||||
| 8 ATWOOD DRIVE NO 301 | NORTHAMPTON | MA | 010604272 | PC | PROGRAM SUPPORT | $17,500 | |
| COMMON CAPITAL INC | |||||||
| 120 MAPLE ST | SPRINGFIELD | MA | 01103 | PC | PROGRAM SUPPORT | $5,000 | |
| COMMUNITY ACTION OF THE PIONEER VALLEY | |||||||
| 393 MAIN ST | GREENFIELD | MA | 013013320 | PC | PROGRAM SUPPORT | $1,000 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | PROGRAM SUPPORT | $45,000 | |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC | |||||||
| 1 SUGARLOAF ST 2ND FLR | S DEERFIELD | MA | 013731119 | PC | PROGRAM SUPPORT | $17,500 | |
| COMMUNITY MUSIC SCHOOL OF SPRINGFIELD INC | |||||||
| 127 STATE ST | SPRINGFIELD | MA | 011031905 | PC | PROGRAM SUPPORT | $21,000 | |
| COOLEY DICKINSON HOSPITAL | |||||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 010602052 | PC | PROGRAM SUPPORT | $30,000 | |
| CRISIS CLINIC | |||||||
| 9725 3RD AVE NE SUITE 300 | SEATTLE | WA | 98115 | PC | PROGRAM SUPPORT | $2,000 | |
| DAKIN PIONEER VALLEY HUMANE SOCIETYINC | |||||||
| PO BOX 6307 | SPRINGFIELD | MA | 011016307 | PC | PROGRAM SUPPORT | $3,694 | |
| DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED | |||||||
| 948 CONWAY RD | ASHFIELD | MA | 013309772 | PC | PROGRAM SUPPORT | $5,000 | |
| DUNN SCHOOL | |||||||
| BOX 98 | LOS OLIVOS | CA | 934410098 | PC | PROGRAM SUPPORT | $5,000 | |
| EMPTY ARMS BEREAVEMENT SUPPORT INC | |||||||
| 140 PINE ST ROOM 2B | FLORENCE | MA | 01062 | PC | PROGRAM SUPPORT | $4,000 | |
| ENCHANTED CIRCLE INC | |||||||
| 4 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | PC | PROGRAM SUPPORT | $5,000 | |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC | |||||||
| 400 SEABROOK RD | TEQUESTA | FL | 33469 | PC | PROGRAM SUPPORT | $5,000 | |
| ESSEX HISTORICAL SOCIETY & SHIPBUILDING MUSEUM INC | |||||||
| PO BOX 277 66 MAIN STREET | ESSEX | MA | 01929 | PC | PROGRAM SUPPORT | $5,000 | |
| FIDELCO GUIDE DOG FOUNDATION INC | |||||||
| 103 VISION WAY | BLOOMFIELD | CT | 060021424 | PC | PROGRAM SUPPORT | $5,000 | |
| FLORENCE CRITTENTON SERVICES OF COLORADO | |||||||
| 96 SOUTH ZUNI STREET | DENVER | CO | 80223 | PC | PROGRAM SUPPORT | $5,000 | |
| FRANKLIN COUNTY DIAL SELF INC | |||||||
| 196 FEDERAL STREET | GREENFIELD | MA | 013012714 | PC | PROGRAM SUPPORT | $45,000 | |
| FRIENDS OF WASHINGTON MUSIC | |||||||
| 2101 S JACKSON ST | SEATTLE | WA | 98144 | PC | PROGRAM SUPPORT | $3,000 | |
| GETTYSBURG COLLEGE | |||||||
| 300 NORTH WASHINGTON STREET BOX 426 | GETTYSBURG | PA | 17325 | PC | PROGRAM SUPPORT | $5,000 | |
| GIRLS INCORPORATED OF THE VALLEY | |||||||
| 6 OPEN SQUARE WAY | HOLYOKE | MA | 010405882 | PC | PROGRAM SUPPORT | $40,000 | |
| GLOBAL GLIMPSE | |||||||
| 2991 SHATTUCK AVE SUITE 304 | BERKELEY | CA | 94705 | PC | PROGRAM SUPPORT | $35,000 | |
| GORDON SCHOOL | |||||||
| 45 MAXFIELD AVE | E PROVIDENCE | RI | 02914 | PC | PROGRAM SUPPORT | $5,000 | |
| GROUNDWORK SOMERVILLE INC | |||||||
| 337 SOMERVILLE AVE 2B | SOMERVILLE | MA | 02143 | PC | PROGRAM SUPPORT | $5,000 | |
| GROW FOOD NORTHAMPTON | |||||||
| 221 PINE ST SUITE 349 | FLORENCE | MA | 01062 | PC | PROGRAM SUPPORT | $10,000 | |
| GUS GIORDANO JAZZ LEGACY FOUNDATION | |||||||
| 5230 NORTH CLARK STREET | CHICAGO | IL | 60640 | PC | PROGRAM SUPPORT | $5,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 268 COLD SPRING AVENUE | W SPRINGFIELD | MA | 010894004 | PC | PROGRAM SUPPORT | $40,500 | |
| HILLTOWN LAND TRUST INC | |||||||
| 332 BULLIT ROAD | ASHFIELD | MA | 01330 | PC | PROGRAM SUPPORT | $15,000 | |
| HISTORIC NORTHAMPTON INC | |||||||
| 46 BRIDGE ST | NORTHAMPTON | MA | 010602406 | PC | PROGRAM SUPPORT | $6,000 | |
| HOLYOKE COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 303 HOMESTEAD AVENUE | HOLYOKE | MA | 01040 | PC | PROGRAM SUPPORT | $26,000 | |
| HOLYOKE PUBLIC EDUCATION AND GOVERNMENT ACCESS INC | |||||||
| 536 DWIGHT STREET | HOLYOKE | MA | 010405086 | PC | PROGRAM SUPPORT | $40,000 | |
| HOLYOKE YOUNG MENS CHRISTIAN ASSOCIATION INC | |||||||
| 171 PINE ST | HOLYOKE | MA | 010404065 | PC | PROGRAM SUPPORT | $40,500 | |
| HOMEWARD ALLIANCE | |||||||
| 242 CONIFER ST | FORT COLLINS | CO | 80524 | PC | PROGRAM SUPPORT | $2,000 | |
| HOMEWORK HOUSE INC | |||||||
| 54 N SUMMER ST | HOLYOKE | MA | 010406208 | PC | PROGRAM SUPPORT | $12,000 | |
| HOPE AND COMFORT INC | |||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | PC | PROGRAM SUPPORT | $2,000 | |
| HOPEWELL | |||||||
| 2 ALLIED DRIVE SUITE 308 | DEDHAM | MA | 02026 | PC | PROGRAM SUPPORT | $10,000 | |
| HUMAN DEVELOPMENT CORPORATION | |||||||
| 664 E CENTRAL AVE | EDGEWATER | MD | 210373429 | PC | PROGRAM SUPPORT | $4,000 | |
| HUMAN SERVICE FORUM | |||||||
| 100 WHITING FARMS RD SUITE 3 | HOLYOKE | MA | 01040 | PC | PROGRAM SUPPORT | $17,000 | |
| INNER EXPLORER INC | |||||||
| 430 FRANKLIN VILLAGE PARKWAY SUITE | FRANKLIN | MA | 02038 | PC | PROGRAM SUPPORT | $5,000 | 325 |
| INSIGHT PRODUCTIONS INC | |||||||
| PO BOX 96 | MARLBORO | VT | 053440096 | PC | PROGRAM SUPPORT | $20,000 | |
| INTEGRATED FAMILY COMMUNITY SERVICES | |||||||
| 3370 S IRVING ST | ENGLEWOOD | CO | 80111 | PC | PROGRAM SUPPORT | $2,000 | |
| INTERNATIONAL LANGUAGE INSTITUTE OF MA INC | |||||||
| 25 NEW SOUTH STREET | NORTHAMPTON | MA | 010604073 | PC | PROGRAM SUPPORT | $5,400 | |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | PC | PROGRAM SUPPORT | $5,000 | |
| JONATHANS LANDING CARES INC | |||||||
| 16823 CAPTAIN KIRLE DR | JUPITER | FL | 334771299 | PC | PROGRAM SUPPORT | $1,000 | |
| JUPITER MEDICAL CENTER FOUNDATION INC | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 334587205 | PC | PROGRAM SUPPORT | $5,000 | |
| LEADERSHIP PIONEER VALLEY | |||||||
| 1 FEDERAL STREET BLDG 1 | SPRINGFIELD | MA | 01105 | PC | PROGRAM SUPPORT | $5,000 | |
| LOWELLS MARITIME FOUNDATION | |||||||
| 459 MAIN ST | AMESBURY | MA | 01913 | PC | PROGRAM SUPPORT | $10,000 | |
| LOXAHATCHEE RIVER HISTORICAL SOCIETY INC | |||||||
| 500 CAPTAIN ARMOURS WAY | JUPITER | FL | 33469 | PC | PROGRAM SUPPORT | $10,000 | |
| MAKE-IT SPRINGFIELD INC | |||||||
| 168 WORTHINGTON ST | SPRINGFIELD | MA | 01103 | PC | PROGRAM SUPPORT | $20,000 | |
| MARGARET FULLER-NEIGHBORHOOD HOUSE INC | |||||||
| 71 CHERRY ST | CAMBRIDGE | MA | 02139 | PC | PROGRAM SUPPORT | $2,000 | |
| MARTIN LUTHER KING JR FAMILY SERVICES INC | |||||||
| 106 WILBRAHAM ROAD | SPRINGFIELD | MA | 01109 | PC | PROGRAM SUPPORT | $3,000 | |
| MASSACHUSETTS 4-H FOUNDATION INC | |||||||
| 1671 WORCESTER ROAD SUITE 403 | FRAMINGHAM | MA | 01701 | PC | PROGRAM SUPPORT | $9,200 | |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC | |||||||
| 19 NEEDHAM STREET SUITE 206 | NEWTON | MA | 02461 | PC | PROGRAM SUPPORT | $18,000 | |
| MASSACHUSETTS PUBLIC HEALTH ASSOCIATION | |||||||
| 50 FEDERAL ST 8TH FLOOR | BOSTON | MA | 02110 | PC | PROGRAM SUPPORT | $2,500 | |
| MAY INSTITUTE INC | |||||||
| 41 PACELLA PARK DR | RANDOLPH | MA | 023681755 | PC | PROGRAM SUPPORT | $10,000 | |
| MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD | |||||||
| 995 WORTHINGTON ST | SPRINGFIELD | MA | 011094027 | PC | PROGRAM SUPPORT | $5,000 | |
| MIRACLE LEAGUE OF METRO DENVER | |||||||
| 8200 S QUEBEC ST SUITE A-3 BOX 273 | CENTENNIAL | CO | 80112 | PC | PROGRAM SUPPORT | $2,500 | |
| MOUNT WASHINGTON VALLEY CHORAL SOCIETY | |||||||
| PO BOX 5002 PMB 207 | NORTH CONWAY | NH | 038605002 | PC | PROGRAM SUPPORT | $5,000 | |
| MULTICULTURAL COMMUNITY SERVICE OF THE PIONEER VALLEY INC | |||||||
| 1000 WILBRAHAM RD | SPRINGFIELD | MA | 01109 | PC | PROGRAM SUPPORT | $8,000 | |
| NAISMITH MEMORIAL BASKETBALL HALL OF FAME INC | |||||||
| 1000 W COLUMBUS AVE | SPRINGFIELD | MA | 011059930 | PC | PROGRAM SUPPORT | $40,000 | |
| NATIVE PLANT TRUST | |||||||
| 180 HEMENWAY RD | FRAMINGHAM | MA | 017012636 | PC | PROGRAM SUPPORT | $5,000 | |
| NATURE CONSERVANCY INC | |||||||
| 99 BEDFORD STREET SUITE 500 | BOSTON | MA | 02111 | PC | PROGRAM SUPPORT | $27,500 | |
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS | |||||||
| 15 COURT SQ SUITE 345 | BOSTON | MA | 02108 | PC | PROGRAM SUPPORT | $5,000 | |
| NEW NORTH CITIZENS COUNCIL | |||||||
| 2455 MAIN ST | SPRINGFIELD | MA | 011071907 | PC | PROGRAM SUPPORT | $25,000 | |
| NEWBURYPORT PARKS CONSERVANCY | |||||||
| PO BOX 1211 | NEWBURYPORT | MA | 01950 | PC | PROGRAM SUPPORT | $1,000 | |
| NORTHAMPTON COMMUNITY MUSIC CENTER INC | |||||||
| 139 SOUTH ST | NORTHAMPTON | MA | 010604017 | PC | PROGRAM SUPPORT | $30,000 | |
| NORTHAMPTON JAZZ FESTIVAL INC | |||||||
| PO BOX 631 | NORTHAMPTON | MA | 01061 | PC | PROGRAM SUPPORT | $5,000 | |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | PC | PROGRAM SUPPORT | $50,000 | |
| NUTSHELL PLAYHOUSE INC | |||||||
| 76 BRUNELL AVE | LENOX | MA | 012402025 | PC | PROGRAM SUPPORT | $500 | |
| PA'LANTE RESTORATIVE JUSTICE | |||||||
| 500 BEECH ST | HOLYOKE | MA | 01040 | PC | PROGRAM SUPPORT | $25,000 | |
| PARTNERS & ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS | |||||||
| 800 AIRPORT BLVD SUITE 320 | BURLINGAME | CA | 94010 | PC | PROGRAM SUPPORT | $5,000 | |
| PIONEER VALLEY BALLET GUILD | |||||||
| 116 PLEASANT ST | EASTHAMPTON | MA | 010272752 | PC | PROGRAM SUPPORT | $2,000 | |
| PIONEER VALLEY RIVERFRONT CLUB INC | |||||||
| 121 WEST ST | SPRINGFIELD | MA | 01104 | PC | PROGRAM SUPPORT | $5,000 | |
| PIONEER VALLEY WORKERS CENTER | |||||||
| 20 HAMPTON AVE 200 | NORTHAMPTON | MA | 01060 | PC | PROGRAM SUPPORT | $24,000 | |
| PITTSBURGH YOUTH LEADERSHIP | |||||||
| 1034 FIFTH AVENUE SUITE 400 | PITTSBURGH | PA | 15219 | PC | PROGRAM SUPPORT | $2,000 | |
| PLAY ON SHAKESPEARE | |||||||
| PO BOX 955 | ASHLAND | OR | 97520 | PC | PROGRAM SUPPORT | $10,000 | |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 THIRDS AVENUE | SEATTLE | WA | 98121 | PC | PROGRAM SUPPORT | $4,500 | |
| PRATT FINE ARTS CENTER | |||||||
| 1902 SOUTH MAIN STREET | SEATTLE | WA | 98144 | PC | PROGRAM SUPPORT | $2,500 | |
| PROTEUS FUND INC | |||||||
| 15 RESEARCH DR | AMHERST | MA | 010022773 | PC | PROGRAM SUPPORT | $7,500 | |
| PUBLIC HEALTH INSTITIUTE OF WESTERN MASSACHUSETTS | |||||||
| 280 CHESTNUT STREET 6TH FLOOR | SPRINGFIELD | MA | 01104 | PC | PROGRAM SUPPORT | $37,500 | |
| REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY INC | |||||||
| 1441 MAIN ST | SPRINGFIELD | MA | 011031406 | PC | PROGRAM SUPPORT | $1,000 | |
| RESPOND INC | |||||||
| PO BOX 555 | SOMERVILLE | MA | 02143 | PC | PROGRAM SUPPORT | $2,000 | |
| RISE ABOVE FOUNDATION | |||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | PC | PROGRAM SUPPORT | $22,500 | |
| RIVERSIDE COMMUNITY CARE INC | |||||||
| 270 BRIDGE ST SUITE 301 | DEDHAM | MA | 02026 | PC | PROGRAM SUPPORT | $1,000 | |
| ROCA INC | |||||||
| 101 PARK ST | CHELSEA | MA | 021502771 | PC | PROGRAM SUPPORT | $20,000 | |
| SANDWICH COMMUNITY SCHOOL INC | |||||||
| 1164 BUNKER HILL ROAD | SOUTH TAMWORTH | NH | 038834170 | PC | PROGRAM SUPPORT | $5,000 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | |||||||
| 8 LAKEVILLE RD APT 3 | JAMAICA PLAN | MA | 02130 | PC | PROGRAM SUPPORT | $17,500 | |
| SEVENARS CONCERTS INC | |||||||
| 80 EAST END AVENUE 3G | NEW YORK | NY | 10028 | PC | PROGRAM SUPPORT | $5,000 | |
| SHAKA FRANKLIN FOUNDATION FOR YOUTH | |||||||
| 8101 E DARTMOUTH AVE 11 | DENVER | CO | 80231 | PC | PROGRAM SUPPORT | $2,500 | |
| SIBLING CONNECTIONS INC | |||||||
| 89 SOUTH STREET SUITE 203 | BOSTON | MA | 02111 | PC | PROGRAM SUPPORT | $15,000 | |
| SPIRIT OF SPRINGFIELD INC | |||||||
| 1350 MAIN STREET SUITE 1005 | SPRINGFIELD | MA | 011032066 | PC | PROGRAM SUPPORT | $5,000 | |
| SPRINGFIELD DAY NURSERY CORPORATION | |||||||
| 1095 MAIN ST | SPRINGFIELD | MA | 01103 | PC | PROGRAM SUPPORT | $2,000 | |
| SPRINGFIELD LIBRARY FOUNDATION INC | |||||||
| 220 STATE ST | SPRINGFIELD | MA | 011031733 | PC | PROGRAM SUPPORT | $40,000 | |
| SPRINGFIELD SYMPHONY ORCHESTRA | |||||||
| 1441 MAIN ST SUITE 120 | SPRINGFIELD | MA | 01103 | PC | PROGRAM SUPPORT | $5,000 | |
| STANLEY PARK OF WESTFIELD INC | |||||||
| 400 WESTERN AVE | WESTFIELD | MA | 010852521 | PC | PROGRAM SUPPORT | $715,496 | |
| THE SERVICE BOARD | |||||||
| 4408 DELRIDGE WAY SW 100 | SEATTLE | WA | 98106 | PC | PROGRAM SUPPORT | $5,000 | |
| THE STREET DOG COALITION | |||||||
| 220 JACKSON AVENUE | FORT COLLINS | CO | 80521 | PC | PROGRAM SUPPORT | $5,000 | |
| THE TOR PROJECT INC | |||||||
| 79 S WASHINGTON ST NO M-101 | SEATTLE | WA | 98194 | PC | PROGRAM SUPPORT | $5,000 | |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 021112679 | PC | PROGRAM SUPPORT | $5,300 | |
| TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 010272175 | PC | PROGRAM SUPPORT | $45,000 | |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 200 BOSTON AVE SUITE 1650 | MEDFORD | MA | 02155 | PC | PROGRAM SUPPORT | $4,100 | |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 060701812 | PC | PROGRAM SUPPORT | $10,000 | |
| U S S MASS MEMORIAL COMMITTEE INC | |||||||
| 5 BATTLESHIP COVE | FALL RIVER | MA | 027210000 | PC | PROGRAM SUPPORT | $5,000 | |
| UNIVERSITY SCHOOL | |||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | PC | PROGRAM SUPPORT | $5,000 | |
| VALLEY EYE RADIO | |||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | PC | PROGRAM SUPPORT | $5,000 | |
| VALLEY VENTURE MENTORS | |||||||
| 276 BRIDGE ST 3RD FLOOR | SPRINGFIELD | MA | 01103 | PC | PROGRAM SUPPORT | $27,500 | |
| WASHINGTON MIDDLE SCHOOL PTA | |||||||
| 2101 S JACKSON ST | SEATTLE | WA | 98144 | PC | PROGRAM SUPPORT | $2,000 | |
| WELLSPRING COOPERATIVE CORPORATION | |||||||
| 143 MAIN STREET | SPRINGFIELD | MA | 01105 | PC | PROGRAM SUPPORT | $17,000 | |
| WESTFIELD ON WEEKENDS INC | |||||||
| PO BOX 154 | WESTFIELD | MA | 010860154 | PC | PROGRAM SUPPORT | $5,000 | |
| WESTFIELD STATE COLLEGE FOUNDATION | |||||||
| PO BOX 1630 | WESTFIELD | MA | 010851630 | PC | PROGRAM SUPPORT | $32,400 | |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| 125 WESTERN AVE | BOSTON | MA | 021341008 | PC | PROGRAM SUPPORT | $1,000 | |
| WILLIE ROSS SCHOOL FOR THE DEAF INC | |||||||
| 32 NORWAY AVE | LONGMEADOW | MA | 011063109 | PC | PROGRAM SUPPORT | $20,000 | |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | |||||||
| 479 LACY ST | NORTH ANDOVER | MA | 01845 | PC | PROGRAM SUPPORT | $1,000 | |
| WOMENS FUND OF WESTERN MASSACHUSETTS | |||||||
| 1350 MAIN ST SUITE 1006 | SPRINGFIELD | MA | 01103 | PC | PROGRAM SUPPORT | $9,000 | |
| YMCA OF GREATER SPRINGFIELD | |||||||
| 1500 MAIN STREET SUITE 200 | SPRINGFIELD | MA | 01115 | PC | PROGRAM SUPPORT | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,339,490 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,544,937 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,863,535 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,440,527 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,440,527 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $76,929 | Amt |
| Net Investment Income | $38,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,464 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $7,772,874 | EOYBookValueAmt |
| EOYFMV | $7,772,874 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $33,720,569 | EOYBookValueAmt |
| EOYFMV | $33,720,569 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,306,991 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,306,991 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $13,110,538 | BookValueAmt |
| EOYFMV | $13,110,538 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $14,382 | LegalFeesAmt |
| Net Investment Income | $7,191 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,191 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $85,006 | $84,440 | $84,440 |
| INTANGIBLE ASSETS, NET | $12,500 | ||
| PROGRAM-RELATED INVESTMENTS | $35,000 | $38,544 | $38,544 |
| MASSACHUSETTS COMMUNITY INVESTMENT TAX CREDIT RECEIVABLE | $25,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX ASSET | Desc |
| Amt | $175,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $21,742 | $5,966 | $0 | $15,776 |
| OTHER | $65,693 | $11,503 | $0 | $54,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $32,055 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $8,754,041 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $25,000 | $200,000 |
| EXCISE TAX PAYABLE | $4,600 | $18,167 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $415,618 | Amt |
| Net Investment Income | $358,978 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $56,640 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $59,567 | $0 | $0 | $0 |
| FOREIGN TAXES | $23,375 | $23,375 | $0 | $0 |
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