MARTY MEEHAN EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARTY MEEHAN EDUCATIONAL FOUNDATION INC (EIN 04-3580154)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349102188
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:27:18-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 043580154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTY MEEHAN EDUCATIONAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 9784461400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO R NORMANDIN 97 CENTRAL STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT NORMANDIN | PersonNm |
| Person Title | CHAIRMAN AND TREASURER | PersonTitleTxt |
| Phone | 9784549167 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL FIELDS | PreparerPersonNm |
| PTIN | P01009251 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 142.147.8.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 08:08:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34679CA11CF4D2966400254EBCE2812DBA63455B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34679CA11CF4D2966400254EBCE2812DBA63455B | 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) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,053,000 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $387,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,933 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $167,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,035 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,865 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,719 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,139 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $580 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $77 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,450 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,450 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $312,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $312,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,977 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$187,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,060 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $832 | CashBOYAmt |
| Cash EOY | $832 | CashEOYAmt |
| Cash EOYFMV | $832 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $826,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $369,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $369,657 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,794,861 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,074,966 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,098,750 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,544,591 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,533,333 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,583,761 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,166,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,978,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,053,000 | 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 | $4,166,705 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,978,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,166,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,978,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,166,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,978,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,166,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$187,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,978,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,978,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 12.680 SHS. AQR EQUITY MARKET NEUTRAL FD | P | 2018-12-19 | 2019-05-29 | $125 | $161 | -$36 | -$36 |
| 18.529 SHS. ASG MANAGED FUTURES STRATEGY FUND CL Y | P | 2018-04-11 | 2019-04-02 | $172 | $189 | -$17 | -$17 |
| 81.476 SHS. EATON VANCE GLOBAL MACRO ABSLTE RT CL I | P | 2019-04-02 | $702 | $725 | -$23 | -$23 | |
| 2,580.751 SHS. AQR EQUITY MARKET NEUTRAL FD CL N | P | $26,018 | $32,801 | -$6,783 | -$6,783 | ||
| 1,555.274 SHS. ASG MANAGED FUTURES STRATEGY FUND CL Y | P | $14,448 | $15,904 | -$1,456 | -$1,456 | ||
| 2,116.304 SHS. EATON VANCE GLOBAL MACRO ABSLTE RT CL Y | P | 2019-04-02 | $18,221 | $18,827 | -$606 | -$606 | |
| 384.036 SHS. FIDELITY SAI EMERG MARKETS INDEX | P | 2017-10-09 | 2019-09-25 | $5,100 | $5,485 | -$385 | -$385 |
| 1,458.99 SHS. FIDELITY SAI INTERNATIONAL INDEX | P | 2017-10-09 | $16,500 | $17,712 | -$1,212 | -$1,212 | |
| 227.568 SHS. FIDELITY SAI U.S. LARGE CAP INDEX | P | 2017-10-09 | 2019-04-02 | $3,500 | $3,110 | $390 | $390 |
| 3,250.717 SHS. STRATEGIC ADVISERS CORE FUND | P | 2017-10-09 | $57,600 | $57,229 | $371 | $371 | |
| 5,363.735 SHS. STRATEGIC ADVISERS CORE INCOME FUND | P | 2017-10-09 | $57,400 | $56,816 | $584 | $584 | |
| 2,747.005 SHS. STRATEGIC ADVISERS GROWTH FUND | P | 2017-10-09 | $48,200 | $49,426 | -$1,226 | -$1,226 | |
| 1,781.071 SHS. STRATEGIC ADVISERS INCOME OPPORTUNITIES | P | 2017-10-09 | $16,700 | $17,187 | -$487 | -$487 | |
| 2,161.246 SHS. STRATEGIC ADVISERS INTERNATIONAL FUND | P | 2017-10-09 | $21,900 | $22,794 | -$894 | -$894 | |
| 764.431 SHS. STRATEGIC ADVISERS SMALL-MID CAP FD | P | 2017-10-09 | 2019-01-29 | $9,800 | $11,126 | -$1,326 | -$1,326 |
| 1,759.913 SHS. STRATEGIC ADVISERS VALUE FUND | P | 2017-10-09 | $33,500 | $33,956 | -$456 | -$456 | |
| CAPITAL GAINS DIVIDENDS | P | $57,495 | $57,495 | $57,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,933 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,721 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,721 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,721 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $102 | EsPenaltyAmt |
| Overpayment | $1,577 | OverpaymentAmt |
| Applied To ES Tax | $1,577 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 9784461400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 97 CENTRAL STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA E HOWE | ||||||||
| 11 KEARNEY SQUARE | LOWELL | MA | 01852 | PRESIDENT | 1.00 | $10,000 | $0 | $0 |
| ROBERT NORMANDIN | ||||||||
| 97 CENTRAL STREET | LOWELL | MA | 01852 | CHAIRMAN AND TREASURER | 1.00 | $0 | $0 | $0 |
| FAWN BALLIRO ANDERSEN | ||||||||
| 8 WASHINGTON STREET | CHARLESTOWN | MA | 02129 | CLERK | 1.00 | $0 | $0 | $0 |
| EMILY BYRNE | ||||||||
| 40 BOYLSTON LANE | LOWELL | MA | 01852 | DIRECTOR | 1.00 | $0 | $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 | $3,457,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $687,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,145,127 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,145,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,082,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,148 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,148 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,721 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,721 | TotalTaxAmt |
| Distributable Before Adj | $201,427 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,427 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,427 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,977 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $323,977 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $323,977 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,427 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,977 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,427 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,550 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $122,550 | 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 | $122,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $122,550 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|---|
| PROJECT LEARN | |||||||
| 8 KIRK STREET 2ND FLOOR | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | CHARITABLE. | $20,000 |
| CATHOLIC MEMORIAL | |||||||
| 235 BAKER STREET | WEST ROXBURY | MA | 02132 | NONE | PUBLIC CHARITY | CHARITABLE. | $1,000 |
| UMASS LOWELL | |||||||
| 220 PAWTUCKET STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | CHARITABLE. | $205,000 |
| GREATER LOWELL TECHNICAL HIGH SCHOOL | |||||||
| 250 PAWTUCKET BLVD | TYNGSBOROUGH | MA | 01879 | NONE | PUBLIC CHARITY | CHARITABLE. | $6,000 |
| LOWELL YOUTH ACTIVITIES PROGRAM | |||||||
| PO BOX 1103 | LOWELL | MA | 01853 | NONE | PUBLIC CHARITY | CHARITABLE. | $300 |
| CAMP HARBOR VIEW | |||||||
| ONE LONG ISLAND ROAD | BOSTON | MA | 02171 | NONE | PUBLIC CHARITY | CHARITABLE. | $10,000 |
| THE NEW ENGLAND PATRIOTS FOUNDATION | |||||||
| ONE PATRIOTS PLACE | FOXBOROUGH | MA | 02035 | NONE | PUBLIC CHARITY | CHARITABLE. | $10,000 |
| LOWELL GENERAL HOSPITAL | |||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | CHARITABLE. | $5,000 |
| LOWELL SUN CHARITIES | |||||||
| 491 DUTTON STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | CHARITABLE. | $5,000 |
| UMASS AMHERST | |||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | NONE | PUBLIC CHARITY | CHARITABLE. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $312,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,101 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,064 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HUNTINGTON AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,035 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,035 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STRATEGIC ADVISERS SHORT DURATION FUND | $447,658 | $447,263 |
| STRATEGIC ADVISERS INCOME OPPORTUNITIES | $35,191 | $34,876 |
| STRATEGIC ADVISERS CORE INCOME FUND | $1,542,294 | $1,568,514 |
| EATON VANCE GLOBAL MACRO ABSLTE RT CL A | $21,606 | $22,168 |
| PIMCO COMMODITY REAL RETURN INST | $28,217 | $25,929 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STRATEGIC ADVISERS CORE FUND | AT COST | $476,613 | $521,263 |
| STRATEGIC ADVISERS GROWTH FUND | AT COST | $174,341 | $177,096 |
| STRATEGIC ADVISERS VALUE FUND | AT COST | $177,859 | $176,521 |
| STRATEGIC ADVISERS EMERGING MARKETS | AT COST | $98,645 | $101,239 |
| STRATEGIC ADVISERS SMALL-MID CAP FD | AT COST | $154,542 | $153,536 |
| STRATEGIC ADVISERS INTERNATIONAL FUND | AT COST | $319,815 | $315,711 |
| FIDELITY SAI U.S. LARGE CAP INDEX | AT COST | $35,400 | $43,774 |
| FIDELITY SAI INTERNATIONAL INDEX | AT COST | $27,573 | $27,990 |
| FIDELITY SAI EMERGING MARKETS INDEX | AT COST | $26,454 | $26,652 |
| AQR MANAGED FUTURES FUND CL N | AT COST | $42,091 | $39,979 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $19,865 | Amt |
| Net Investment Income | $19,865 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $580 | $0 | $580 |
| FOREIGN TAXES | $1,139 | $1,139 | $0 |
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