FLETCHER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FLETCHER FOUNDATION (EIN 04-6470890)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349103788
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:09:46-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042628601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLETCHER TILTON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN ST 11TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016081779 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046470890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FLETCHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLET | BusinessNameControlTxt |
| Phone | 5084598000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARNER S FLETCHER | PersonNm |
| Person Title | TTEE/TREAS/SEC | PersonTitleTxt |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA ZDONCZYK EA | PreparerPersonNm |
| PTIN | P00178350 | PTIN |
| Phone | 5084598000 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 131.239.15.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 14:09:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E803FE44F3AB5654AEA5DD3144463804863C4563 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3489BFB31DCCBEBC14730CCF75F02EC7907EE7AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,255,331 | 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 | $22,298,748 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,308 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,503 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,073,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,053,776 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $757,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,635,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $552,077 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$37,738 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $24,110,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,619,356 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $153,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $76,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $76,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,548 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,549 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,134 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,134 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $44,579 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,579 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,376 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $242,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,858,304 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,858,304 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,101,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,950,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,009,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,506,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $502,994 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,247,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,247,639 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,957,343 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,447,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,667,296 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,303,845 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,038,460 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,340,396 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,764,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,733,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,255,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $17,764,182 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,764,182 | CapitalStockEOYAmt |
| Retained Earning EOY | $21,969,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,764,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,733,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,764,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,733,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,764,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,009,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $52,764 | OtherIncreasesAmt |
| Subtotal | $39,826,742 | SubtotalAmt |
| Other Decreases | $93,450 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,733,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FTW&CO FUND M | P | $130,772 | $223,146 | -$92,374 | -$92,374 |
| FTW&CO FUND M | P | $733,601 | $860,780 | -$127,179 | -$127,179 |
| FTW&CO FUND M | P | $1,552,332 | $1,118,412 | $433,920 | $433,920 |
| FTW&CO FUND P | P | $1,247,021 | $1,182,356 | $64,665 | $64,665 |
| FTW&CO FUND P | P | $81,612 | $95,981 | -$14,369 | -$14,369 |
| FTW&CO FUND P | P | $538,396 | $396,923 | $141,473 | $141,473 |
| S/T GAIN FROM K-1'S | P | $377 | $377 | $377 | |
| L/T GAIN FROM K-1'S | P | $7,112 | $7,112 | $7,112 | |
| SEC 1231 GAIN FROM K-1'S | P | $41,686 | $41,686 | $41,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $552,077 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,354 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,533,962 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,589,596 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051841 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,426,459 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,406,106 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052049 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,440,728 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,682,175 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050231 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,534,741 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,058,385 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049415 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,453,583 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,297,714 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049614 | DistributionYr5Rt |
| Total Distribution | 0.253150 | TotalDistributionRt |
| Average Distribution | 0.050630 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,350,257 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,042,934 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,062 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,057,996 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,950,479 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,124 | SubtotalAmt |
| Tax Based On Investment Income | $30,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,312 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $94,312 | TotalPaymentsAndCreditsAmt |
| Overpayment | $64,188 | OverpaymentAmt |
| Applied To ES Tax | $64,188 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | 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 | WARNER S FLETCHER | IndividualWithBooksNm |
| Phone | 5084598000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ALLEN W FLETCHER | ||||||||
| 4 ASH STREET | WORCESTER | MA | 01604 | TRUSTEE/CHAI | 5.00 | $0 | $0 | $0 |
| WARNER S FLETCHER | ||||||||
| 370 MAIN STREET 12TH FLOOR | WORCESTER | MA | 01608 | TTEE/TREAS/S | 5.00 | $0 | $0 | $0 |
| MARY F FLETCHER | ||||||||
| 11 MONMOUTH ROAD | WORCESTER | MA | 01609 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW FLETCHER | ||||||||
| 62 LEDGELAWN AVENUE | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ETHAN FLETCHER | ||||||||
| 411 51ST STREET | OAKLAND | CA | 94609 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUSTIN FLETCHER | ||||||||
| 3 KEELER FARM WAY | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW FLETCHER | ||||||||
| 29 BURROUGHS STREET | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MEGAN FLETCHER | ||||||||
| 1689 NOE STREET | SAN FRANCISCO | CA | 94131 | TRUSTEE | 1.00 | $0 | $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 | FLETCHER TILTON PC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUST & ACCOUNT | ServiceTypeTxt |
| Compensation | $153,000 | 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 | $38,829,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,135,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,964,728 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $40,964,728 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $614,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,350,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,017,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,017,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,124 | TotalTaxAmt |
| Distributable Before Adj | $1,987,389 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,987,389 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,987,389 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,950,479 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,950,479 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,950,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,987,389 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,564 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,136 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,916 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,950,479 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,950,479 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $36,910 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,910 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $154,948 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $154,948 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,896 | ExcessFromYear3Amt |
| Excess From Year2 | $77,136 | ExcessFromYear2Amt |
| Excess From Year1 | $73,916 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARNER S FLETCHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5084598000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MADE BY LETTER IN QUINTUPLICATE SUMMARIZING A REQUEST TOGETHER WITH BACKGROUND INFORMATION. INCLUDE A COPY OF THE IRS TAX EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT REQUESTS SHOULD BE RECEIVED TWO WEEKS PRIOR TO DISTRIBUTION MEETINGS HELD IN JUNE AND IN DECEM | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIVING IS FOCUSED IN THE SOCIAL SERVICE AREA PRIMARILY IN THE CITY OF WORCESTER. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN COMMUNITY EDUCATION PROGRAM | |||||||
| 484 MAIN STREET SUITE 35 | WORCESTER | MA | 01609 | NONE | PUBLIC | CAPITAL EQUIPMENT | $4,000 |
| AMERICAN ANTIQUARIAN SOCIETY | |||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | CAPITAL CAMPAIGN | $50,000 |
| AMERICAN RED CROSS OF CENTRAL MASSA | |||||||
| 2000 CENTURY DRIVE | WORCESTER | MA | 01606 | NONE | PUBLIC | 2018 PROGRAMS | $15,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 021081490 | NONE | PUBLIC | YOUTH OPPROTUNITY PROGRAM | $5,000 |
| ART IN THE PARK | |||||||
| 11 WHEELER AVENUE | WORCESTER | MA | 01609 | NONE | PUBLIC | IN HONOR OF PATRICIA FLETCHER | $5,000 |
| ART IN THE PARK | |||||||
| 11 WHEELER AVENUE | WORCESTER | MA | 01609 | NONE | PUBLIC | SUMMER PROGRAMS | $5,000 |
| ARTS WORCESTER | |||||||
| 660 MAIN STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | OPERATIONAL SUPPORT | $5,000 |
| ASCENTRIA CARE ALLIANCE | |||||||
| 14 EAST WORCESTER STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | FLORANCE HOUSE RELOCATION | $20,000 |
| AUDIO JOURNAL | |||||||
| 799 WEST BOYLSTON STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | IN HONOR OF PATRICIA FLETCHER | $5,000 |
| BANCROFT SCHOOL | |||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | PUBLIC | CAPITAL CAMPAIGN | $100,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL | |||||||
| 484 MAIN STREET SUITE 360 | WORCESTER | MA | 01608 | NONE | PUBLIC | BIGS IN BLUE | $10,000 |
| BLACKSTONE HERITAGE CORRIDOR INC | |||||||
| ONE DEPOT SQUARE | WOONSOCKET | RI | 02895 | NONE | PUBLIC | VISITOR CENTER | $50,000 |
| BLACKSTONE HERITAGE CORRIDOR INC | |||||||
| ONE DEPOT SQUARE | WOONSOCKET | RI | 02895 | NONE | PUBLIC | VISITOR CENTER | $50,000 |
| BLACKSTONE HERITAGE CORRIDOR INC | |||||||
| ONE DEPOT SQUARE | WOONSOCKET | RI | 02895 | NONE | PUBLIC | VISITOR CENTER | $50,000 |
| BLACKSTONE HERITAGE CORRIDOR INC | |||||||
| ONE DEPOT SQUARE | WOONSOCKET | RI | 02895 | NONE | PUBLIC | VISITOR CENTER | $50,000 |
| BOTTOM LINE | |||||||
| 500 ARMORY STREET SUITE | BOSTON | MA | 02130 | NONE | PUBLIC | OPERATING SUPPORT | $5,000 |
| CASA PROJECT INC (THE) | |||||||
| 100 GROVE STREET | WORCESTER | MA | 016052608 | NONE | PUBLIC | CHILD COURT ADVOCACY PROGRAM | $20,000 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 01601 | NONE | PUBLIC | ALUMNI & STUDENT CENTER | $50,000 |
| COMMUNITY HARVEST PROJECT INC | |||||||
| 37 WHEELER ROAD | N GRAFTON | MA | 015361104 | NONE | PUBLIC | EQUIPMENT FOR JOHN DEERE 5101E UTILI | $12,000 |
| DISMAS HOUSE OF MASSACHUSETTS INC | |||||||
| PO BOX 30125 | WORCESTER | MA | 01603 | NONE | PUBLIC | FARM STEWARD | $10,000 |
| DISMAS HOUSE OF MASSACHUSETTS INC | |||||||
| PO BOX 30125 | WORCESTER | MA | 01603 | NONE | PUBLIC | IN HONOR OF PATRICIA FLETCHER | $5,000 |
| ECOTARIUM | |||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | PUBLIC | WILD CAT STATION | $25,000 |
| GENESIS CLUB INC | |||||||
| 274 LINCOLN STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | ENERGY IMPROVEMENT PROJECT- CHANDLER | $5,000 |
| GREATER WORCESTER COMMUNITY FOUNDAT | |||||||
| 370 MAIN STREET SUITE 6 | WORCESTER | MA | 016081738 | NONE | PUBLIC | CREATIVE WORCESTER | $30,000 |
| GREATER WORCESTER LAND TRUST | |||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | ALLEN FLETCHER- UNSOLICITED | $5,000 |
| HABITAT FOR HUMANITY METROWESTGREA | |||||||
| 111 PARK AVENUE | WORCESTER | MA | 01609 | NONE | PUBLIC | FOUR AFFORDABLE TOWNHOMES | $30,000 |
| HANOVER THEATRE FOR THE PERFORMING | |||||||
| 2 SOUTHBRIDGE STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | CAPITAL CAMPAIGN | $50,000 |
| INDIA SOCIETY OF WORCESTER | |||||||
| 152 MAIN STREET | SHREWSBURY | MA | 01545 | NONE | PUBLIC | CAPITAL CAMPAIGN | $20,000 |
| JOY OF MUSIC PROGRAM INC | |||||||
| 1 GORHAM STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | CAPITAL CAMPAIGN | $40,000 |
| JOY OF MUSIC PROGRAM INC | |||||||
| 1 GORHAM STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | MARY FLETCHER- UNSOLICITED | $3,000 |
| LATIN AMERICAN HEALTH ALLIANCE OF C | |||||||
| 27 VERNON STREET | WORCESTER | MA | 016102473 | NONE | PUBLIC | 23 VERNON ST, WORCESTER | $20,000 |
| LITERACY VOLUNTEERS OF GREATER WORC | |||||||
| 3 SALEM SQUARE SUITE 332 | WORCESTER | MA | 01608 | NONE | PUBLIC | IN HONOR OF PATRICIA FLETCHER | $5,000 |
| LITERACY VOLUNTEERS OF GREATER WORC | |||||||
| 3 SALEM SQUARE ROOM 332 | WORCESTER | MA | 01608 | NONE | PUBLIC | ENGLISH AS A SECOND LANGUAGE | $12,000 |
| MAIN SOUTH COMMUNITY DEVELOPMENT CO | |||||||
| 875 MAIN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | CORE PROGRAMS | $30,000 |
| MASSACHUSETTS AUDUBON SOCIETY - WOR | |||||||
| 414 MASSASOIT ROAD | WORCESTER | MA | 01604 | NONE | PUBLIC | NEW PASSENGER VAN | $15,000 |
| MATTHEW 25 INC | |||||||
| 52 QUEEN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | 9 MOUNT PLEASANT STREET, WORCESTER | $20,000 |
| MUSIC WORCESTER | |||||||
| 319 MAIN STREET | WORCESTER | MA | 016081511 | NONE | PUBLIC | MARY FLETCHER- UNSOLICITED | $4,000 |
| MUSICIANS OF OLD POST ROAD | |||||||
| 318 BEAR HILL RD SUITE 9 | WALTHAM | MA | 02451 | NONE | PUBLIC | 30TH ANNIVERSARY CONCERT SERIES AT W | $2,000 |
| MUSLIM COMMUNITY LINK INC | |||||||
| 484 MAIN STREET SUITE 18 | WORCESTER | MA | 01608 | NONE | PUBLIC | BLACK SEED FARMERS MARKET | $4,000 |
| NATIONAL EDUCATION FOR ASSISTANCE D | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | NONE | PUBLIC | UPRADE "SALESFORCE" | $10,000 |
| OAK HILL COMMUNITY DEVELOPMENT CORP | |||||||
| 74 PROVIDENCE STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | ANNUAL PROGRAMMING | $30,000 |
| ONE WORCESTER | |||||||
| 484 MAIN STREET SUITE 30 | WORCESTER | MA | 01608 | NONE | PUBLIC | GENERAL PROGRAMMING | $10,000 |
| PAKACHOAG MUSIC SCHOOL OF GREATER W | |||||||
| 10 IRVING STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | ON THE MOVE- CAPITAL INVESTMENT CAMP | $5,000 |
| POW WOW WORCESTER FA WORCESTER H | |||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | MURAL INSTALLATION | $10,000 |
| QUINSIGAMOND COMMUNITY COLLEGE FOUN | |||||||
| 670 WEST BOYLSTON STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | H.A.C.E YOUTH RECOGNITION AWARDS PRO | $2,000 |
| RACHEL'S TABLE | |||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | CHILDREN'S MILK FUND | $5,000 |
| RAINBOW CHILD DEVELOPMENT CENTER I | |||||||
| 10 EDWARD STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | CAPITAL IMPROVEMENTS | $7,000 |
| REGIONAL ENVIRONMENTAL COUNCIL OF C | |||||||
| PO BOX 255 | WORCESTER | MA | 01613 | NONE | PUBLIC | GENERAL PROGRAMMING | $10,000 |
| SALISBURY SINGERS INC | |||||||
| 370 MAIN STREET SUITE 12 | WORCESTER | MA | 01608 | NONE | PUBLIC | 2018-2019 SEASON PROGRAMMING | $2,000 |
| SEVEN HILLS FOUNDATION | |||||||
| 81 HOPE AVENUE | WORCESTER | MA | 01603 | NONE | PUBLIC | PURCHASE & RENOVATION- 505 PLEASANT | $50,000 |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL | |||||||
| 25 QUEEN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | FIRE SUPPRESSANT FIRE ALARM | $5,000 |
| THE JANE FUND OF CENTRAL MASSACHUSE | |||||||
| P O BOX 562 | HOLDEN | MA | 01520 | NONE | PUBLIC | CAPITAL EQUIPMENT UPGRADES | $5,000 |
| UMASS MEMORIAL HEALTHCARE COMMUNITY | |||||||
| 328 SHREWSBURY ST | WORCESTER | MA | 01604 | NONE | PUBLIC | PLUMLEY VILLAGE PROGRAMS | $11,000 |
| UNITED WAY OF CENTRAL MASSACHUSETTS | |||||||
| 484 MAIN STREET 300 | WORCESTER | MA | 01608 | NONE | PUBLIC | CORE PROGRAMS | $30,000 |
| WORCESTER ANIMAL RESCUE LEAGUE | |||||||
| 139 HOLDEN STREET | WORCESTER | MA | 01606 | NONE | PUBLIC | WARNER FLETCHER- UNSOLICITIED | $5,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | FACILITY IMPROVEMENTS | $25,000 |
| WORCESTER CHAMBER MUSIC SOCIETY | |||||||
| P O BOX 21001 | WORCESTER | MA | 01602 | NONE | PUBLIC | NEW INSTRUMENTS- NEIGHBORHOOD STRING | $2,000 |
| WORCESTER COMMON GROUND | |||||||
| 5 PIEDMONT STREET | WORCESTER | MA | 01610 | NONE | PUBLIC | NEWBURY STREET REVIVAL PARK | $5,000 |
| WORCESTER COMMUNITY ACTION COUNCIL | |||||||
| 484 MAIN STREET SECOND F | WORCESTER | MA | 016081810 | NONE | PUBLIC | PHONE SYSTEM NETWORK DATA ASSESSMENT | $10,000 |
| WORCESTER COMMUNITY HOUSING RESOURC | |||||||
| 11 PLEASANT STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | GENERAL PROGRAMMING | $15,000 |
| WORCESTER COUNTY FOOD BANK | |||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | NONE | PUBLIC | IN HONOR OF PATRICIA FLETCHER | $5,000 |
| WORCESTER EDUCATION COLLABORATIVE | |||||||
| 484 MAIN STREET 300 | WORCESTER | MA | 016081880 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| WORCESTER HISTORICAL MUSEUM | |||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | CAPITAL CAMPAIGN | $100,000 |
| WORCESTER INTERFAITH INC | |||||||
| 111 PARK AVENUE | WORCESTER | MA | 01609 | NONE | PUBLIC | YOTH EMPLOYMENT | $5,000 |
| WORCESTER LATINO DOLLARS FOR SCHOLA | |||||||
| P O BOX 16564 | WORCESTER | MA | 01601 | NONE | PUBLIC | SCHOLARSHIP FUNDS | $3,000 |
| WORCESTER PUBLIC MARKET | |||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SEED FUNDING | $50,000 |
| WORCESTER PUBLIC MARKET | |||||||
| 4 ASH STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | SEED FUNDING | $50,000 |
| WORCESTER REGIONAL RESEARCH BUREAU | |||||||
| 500 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC | OPERATING SUPPORT | $7,500 |
| WORCESTER ROOTS PROJECT | |||||||
| 4 KING STREET | WORCESTER | MA | 01602 | NONE | PUBLIC | YOUTH LEADERSHIP PROGRAM | $2,000 |
| WORCESTER YOUTH CENTER INC | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 016023440 | NONE | PUBLIC | CORE PROGRAMS | $15,000 |
| WORCESTER YOUTH CENTER INC | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 016023440 | NONE | PUBLIC | EXPANSION OF HEALTH AND WELLNESS PRO | $75,000 |
| WORCESTER YOUTH CENTER INC | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 016023440 | NONE | PUBLIC | IN HONOR OF PATRICIA FLETCHER | $5,000 |
| WORCESTER YOUTH CENTER INC | |||||||
| 326 CHANDLER STREET | WORCESTER | MA | 016023440 | NONE | PUBLIC | ALLEN FLETCHER- UNSOLICITED | $5,000 |
| YOU INC | |||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | CAPITAL CAMPAIGN | $200,000 |
| YOU INC | |||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | NONE | PUBLIC | DYNAMY YOUTH ACADEMY | $10,000 |
| YOUTH CONNECT WORCESTER | |||||||
| 484 MAIN STREET SUITE 30 | WORCESTER | MA | 01608 | NONE | PUBLIC | 2018 PROGRAMS | $7,500 |
| YWCA OF CENTRAL MASSACHUSETTS | |||||||
| ONE SALEM SQUARE | WORCESTER | MA | 01608 | NONE | PUBLIC | CAPITAL CAMPAIGN | $100,000 |
| YWCA OF CENTRAL MASSACHUSETTS | |||||||
| ONE SALEM SQUARE | WORCESTER | MA | 01608 | NONE | PUBLIC | CAPITAL CAMPAIGN | $100,000 |
| YWCA OF CENTRAL MASSACHUSETTS | |||||||
| ONE SALEM SQUARE | WORCESTER | MA | 01608 | NONE | PUBLIC | WARNER FLETCHER- UNSOLICITIED | $5,000 |
| YWCA OF CENTRAL MASSACHUSETTS | |||||||
| ONE SALEM SQUARE | WORCESTER | MA | 01608 | NONE | PUBLIC | MARY FLETCHER- UNSOLICITED | $3,000 |
| YWCA OF CENTRAL MASSACHUSETTS | |||||||
| ONE SALEM SQUARE | WORCESTER | MA | 01608 | NONE | PUBLIC | DOMESTIC VIOLENCE COMMUNITY EDUCATIO | $5,000 |
| MULTIPLE K-1'S | |||||||
| 370 MAIN STREET 12TH FL | WORCESTER | MA | 01608 | NONE | PUBLIC | ONGOING SUPPORT | $304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,858,304 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOLY CROSS COLLEGE OF THE | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 016102395 | NONE | PUBLIC | CAPITAL CAMPAIGN | $75,000 |
| HOLY CROSS COLLEGE OF THE | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 016102395 | NONE | PUBLIC | CAPITAL CAMPAIGN | $75,000 |
| CREATIVE HUB WORCESTER | |||||||
| 653 MAIN STREET | WORCESTER | MA | 01608 | NONE | PUBLIC | CAPITAL RENOVATIONS | $150,000 |
| TOWER HILL BOTANIC GARDEN | |||||||
| 11 FRENCH DRIVE P O BO | BOYLSTON | MA | 01505 | NONE | PUBLIC | GROWING BOLDLY CAMPAIGN | $100,000 |
| TOWER HILL BOTANIC GARDEN | |||||||
| 11 FRENCH DRIVE P O BO | BOYLSTON | MA | 01505 | NONE | PUBLIC | GROWING BOLDLY CAMPAIGN | $100,000 |
| UMASS MEMORIAL HEALTHCARE COMMUNITY | |||||||
| 328 SHREWSBURY ST | WORCESTER | MA | 01604 | NONE | PUBLIC | HYBRID OPERATING ROOM RENOVATION | $75,000 |
| UMASS MEMORIAL HEALTHCARE COMMUNITY | |||||||
| 328 SHREWSBURY ST | WORCESTER | MA | 01604 | NONE | PUBLIC | HYBRID OPERATING ROOM RENOVATION | $75,000 |
| WORCESTER PUBLIC LIBRARY FOUNDATION | |||||||
| 3 SALEM SQUARE | WORCESTER | MA | 016082074 | NONE | PUBLIC | RENOVATION PROJECT- MAIN BRANCH AND | $300,000 |
| WORCESTER PUBLIC LIBRARY FOUNDATION | |||||||
| 3 SALEM SQUARE | WORCESTER | MA | 016082074 | NONE | PUBLIC | RENOVATION PROJECT- MAIN BRANCH AND | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,308 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,073,719 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $205,859 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $552,077 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| RENTAL INCOME K-1S | 523000 | -$4,250 | |
| BUSINESS INCOME | 523000 | -$72,294 | |
| ROYALTY INCOME | 523000 | $13,647 | |
| OTHER INCOME | 523000 | $13,282 | |
| TAX REFUND | $11,877 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $156,244 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,644,104 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,877 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,812,225 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1B | LineNumberTxt |
| Relationship Statement | TAX REFUND | RelationshipStatementTxt |
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 |
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 Person | PATRICIA FLETCHER ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,298,748 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ASSET TRANSFERS | NoncashPropertyDesc |
| Fair Market Value | $20,850,845 | FairMarketValueAmt |
| Received | 2018-07-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST & ACCOUNTING FEES | CategoryTxt |
| Amt | $153,000 | Amt |
| Net Investment Income | $76,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $76,500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ORDINARY GAIN FROM K-1'S | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $205,859 | GrossSalesPriceAmt |
| Total Net | $205,859 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FTW&CO EQUITIES PFD STOCK | $280,457 | $291,487 |
| FTW&CO EQUITIES | $27,166,736 | $34,375,809 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FTW&CO MUTUAL FUNDS | AT COST | $4,912,280 | $5,014,229 |
| OTHER INVESTMENTS | AT COST | $197,845 | $197,845 |
| PARTNERSHIPS | AT COST | $1,456,001 | $1,636,000 |
| MLP'S | AT COST | $2,472,334 | $3,492,322 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 CAPITAL ACCOUNT CHANGES | $39,673 |
| DIFFERENCE IN DISTRIBUTIONS FROM MLP'S | $53,777 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| COMMONWEALTH OF MA PC | $250 | $250 | |
| MISCELLANEOUS EXP. | $8,437 | $876 | |
| K-1 EXPENSES | $1,823 | $1,823 | |
| ADR FEES | $54 | $54 | |
| K-1 NON-DEDUCTIBLE EXPENSES | $352 | $352 | |
| K-1 - DEPLETION | $3,147 | $3,147 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| RENTAL INCOME K-1S | -$4,250 |
| BUSINESS INCOME | -$72,294 |
| ROYALTY INCOME | $13,647 |
| OTHER INCOME | $13,282 |
| TAX REFUND | $11,877 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OR PRIOR YEAR DECREASE MADE IN ERROR | Desc |
| Amt | $52,764 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $29,097 | Amt |
| Net Investment Income | $14,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,549 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $14,579 | $14,579 |
| TAXES PAID | $30,000 |
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