JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION (EIN 04-3253603)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201901269349100410
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T08:23:27-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296201 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN BILLE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLARK ROAD | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | 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 | 043253603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH W & FAITH K TIBERIO CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5084297524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 LOWLAND ST | AddressLine1Txt |
| City | HOLLISTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH DOUGHERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5084297524 | PhoneNum |
| Signature | 2019-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA E MARCHAND CPA | PreparerPersonNm |
| PTIN | P01024791 | PTIN |
| Phone | 9789702900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-26 | IPDt |
| IP Tm | 08:00:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C7C9D0BD897B859BBB097A247C5B37F9BC7303F3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 157C5B77CFD2AD2379BDA89AC6F5B2363797C704 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $842,904 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18,241 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,241 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,538 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,860 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $495 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $49,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,420 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,420 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,275 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,159 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,159 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,875 | CashBOYAmt |
| Cash EOY | $34,100 | CashEOYAmt |
| Cash EOYFMV | $34,100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,835 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $99,726 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $117,769 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $99,726 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $25,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $25,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $25,031 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $364,077 | CorporateStockBOYAmt |
| Corporate Stock EOY | $366,417 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $454,906 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $317,300 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $268,064 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $258,843 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,585 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,189 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $918,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $864,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $842,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $918,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $864,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $918,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $864,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $918,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $864,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $918,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $864,727 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $864,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #2608 | P | $80,497 | $78,730 | $1,767 | $1,767 |
| FIDELITY #2608 | P | $188,370 | $171,527 | $16,843 | $16,843 |
| FIDELITY #2608 | P | $74,590 | $78,334 | -$3,744 | -$3,744 |
| FIDELITY #2608 | P | $81 | $87 | -$6 | -$6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,860 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $941,100 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.101158 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $901,601 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.109694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $987,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $135,973 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,041,615 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.130541 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $99,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $951,675 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104710 | DistributionYr5Rt |
| Total Distribution | 0.541726 | TotalDistributionRt |
| Average Distribution | 0.108345 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $920,918 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,777 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $377 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,154 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $246 | OverpaymentAmt |
| Applied To ES Tax | $246 | 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 | FAITH DOUGHERTY | IndividualWithBooksNm |
| Phone | 5084228514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 LOWLAND STREET | AddressLine1Txt |
| City | HOLLISTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FAITH DOUGHERTY | ||||||||
| 260 SPRINGVALE ROAD | GREAT FALLS | VA | 22066 | PRESIDENT & CHAIRMAN | 2.00 | $5,000 | $0 | $0 |
| JOAN CURRIER | ||||||||
| PO BOX 1208 | UPTON | MA | 01568 | SECRETARY | 2.00 | $700 | $0 | $0 |
| FAITH T FEUER | ||||||||
| 7 SPARROW ROAD | NORFOLK | MA | 02056 | BOARD MEMBER | 1.00 | $600 | $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 | $906,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $934,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $934,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $920,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,046 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $754 | TotalTaxAmt |
| Distributable Before Adj | $45,292 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,292 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,292 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,286 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,446 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,537 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,272 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,130 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $288,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,292 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,808 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $334,479 | 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 | $53,286 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $281,193 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,446 | ExcessFromYear4Amt |
| Excess From Year3 | $45,537 | ExcessFromYear3Amt |
| Excess From Year2 | $55,272 | ExcessFromYear2Amt |
| Excess From Year1 | $49,130 | ExcessFromYear1Amt |
| Excess From Current Year | $45,808 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT A PLATOON | |||||||
| 25089 CENTERLINE ROAD | SAN BENITO | TX | 78586 | NONE | 501C | CHARITABLE | $250 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | NONE | 501C | EDUCATIONAL | $850 |
| AMERICAN INDIAN RELEIF COUNCIL | |||||||
| PO BOX 6200 | RAPID CITY | SD | 57709 | NONE | 501C | CHARITABLE | $250 |
| AMERICAN REPERTORY THEATRE | |||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | 501C | LITERARY | $1,000 |
| ANTIOCH CHRISTIAN CHURCH | |||||||
| 2041 W WALNUT HILL LN | IRVING | TX | 75038 | NONE | 501C | CHARITABLE | $5,000 |
| BLACKSTONE FIRE DEPT | |||||||
| 15 ST PAUL ST | BLACKSTONE | MA | 01504 | NONE | 501C | PUBLIC SAFETY | $2,000 |
| BLACKSTONE POLICE DEPT | |||||||
| 15 ST PAUL ST | BLACKSTONE | MA | 01504 | NONE | 501C | PUBLIC SAFETY | $2,000 |
| BOSTON BALLET | |||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | 501C | LITERARY | $1,000 |
| BOSTON MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | 501C | EDUCATIONAL LITERARY | $2,000 |
| CAPE COD CHILDREN'S PLACE | |||||||
| 10 BALLWIC ROAD | EASTHAM | MA | 02642 | NONE | 501C | EDUCATIONAL | $2,500 |
| CIVIL WAR PRESERVATION TRUST | |||||||
| 1331 H STREET-SUITE 1001 | WASHINGTON | DC | 20005 | NONE | 501C | EDUCATIONAL | $1,000 |
| CUMBERLAND COLLEGE | |||||||
| 6178 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | 501C | EDUCATIONAL | $1,000 |
| DOWD CENTER FOR THE HOMELESS | |||||||
| 651 BROAD STREET | COLUMBUS | OH | 43215 | NONE | 501C | CHARITABLE | $550 |
| DUBLIN MONTESSORI ACADEMY | |||||||
| 10465 SAWMILL ROAD | POWELL | OH | 43065 | NONE | 501C | EDUCATIONAL | $500 |
| EMMA CONCERT ASSOCIATION | |||||||
| 2692 US 1 | ST AUGUSTINE | FL | 32086 | NONE | 501C | LITERARY | $500 |
| FAITH MISSION | |||||||
| 245 N GRANT AVE | COLUMBUS | OH | 43215 | NONE | 501C | CHARITABLE | $250 |
| FIRST COAST OPERA | |||||||
| PO BOX 2223 | ST AUGUSTINE | FL | 32085 | NONE | 501C | LITERARY | $3,000 |
| FLAGLER COLLEGE | |||||||
| KING STREET | ST AUGUSTINE | FL | 32084 | NONE | 501C | EDUCATIONAL | $1,500 |
| FRAMINGHAM HISTORICAL SOCIETY | |||||||
| 16 VERNON STREET | FRAMINGHAM | MA | 01703 | NONE | 501C | EDUCATIONAL | $500 |
| HOLLISTON HIGH SCHOOL AGRICULTURAL | |||||||
| 370 HILLIS STREET | HOLLISTON | MA | 01746 | NONE | 501C | EDUCATIONAL | $500 |
| HOLLISTON SENIOR CENTER | |||||||
| 150 GOULDING STREET | HOLLISTON | MA | 01746 | NONE | 501C | CHARITABLE | $500 |
| HUNTINGTON THEATER | |||||||
| 264 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | 501C | LITERARY | $15,000 |
| KONA HISTORICAL SOCIETY | |||||||
| 81-6551 MAMALAHOA HWY | KEALAKEKUA | HI | 96750 | NONE | 501C | EDUCATIONAL | $100 |
| LIGHTNER MUSEUM | |||||||
| 75 KING STREET | ST AUGUSTINE | FL | 32085 | NONE | 501C | EDUCATIONAL | $4,000 |
| LIMELIGHT THEATER INC | |||||||
| PO BOX 1196 | ST AUGUSTINE | FL | 32085 | NONE | 501C | LITERARY | $2,000 |
| MASS 4H CLUB | |||||||
| 22 ELIOT STREET | ASHLAND | MA | 01721 | NONE | 501C | CHARITABLE | $1,000 |
| MUSEUM OF THE AMERICAN REVOLUTION | |||||||
| 123 CHESTNUT ST | PHILADELPHIA | PA | 19106 | NONE | 501C | EDUCATIONAL | $500 |
| NEW ENGLAND OES RESCUE | |||||||
| 49 STONEHEDGE RD | LINCOLN | MA | 01773 | NONE | 501C | CHARITABLE | $400 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | NONE | 501C | CHARITABLE | $600 |
| SHERBORN FIRE AND RESCUE | |||||||
| 22 NORTH MAIN STREET | SHERBORN | MA | 01770 | NONE | 501C | PUBLIC SAFETY | $1,500 |
| SHERBORN LIONS | |||||||
| 288 DOVER ROAD | WESTWOOD | MA | 01770 | NONE | 501C | CHARITABLE | $1,000 |
| SHERBORN POLICE DEPARTMENT | |||||||
| 19 WASHINGTON STREET | SHERBORN | MA | 01770 | NONE | 501C | PUBLIC SAFETY | $1,500 |
| ST AUGUSTINE SISTER CITIES ASSN | |||||||
| PO BOX 210 | ST AUGUSTINE | FL | 32085 | NONE | 501C | CHARITABLE | $2,000 |
| TEMPLE UNIVERSITY | |||||||
| 580 MEETINGHOUSE ROAD | AMBLER | PA | 19002 | NONE | 501C | EDUCATIONAL | $4,000 |
| THE HOME FOR LITTLE WANDERERS | |||||||
| 271 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | 501C | CHARITABLE | $500 |
| WELLESLEY FRIENDS MEETING HOUSE CHURCH | |||||||
| 20 BENVENUE STREET | WELLESLEY | MA | 02482 | NONE | 501C | CHARITABLE | $3,000 |
| WOMAN'S NATIONAL FARM & GARDEN ASSOCIATION | |||||||
| PO 325 | RAWSON | OH | 45881 | NONE | 501C | CHARITABLE | $1,000 |
| AM ISRAEL CHAI - DAFFODIL PROJECT | |||||||
| 400 CHAMBER STREET STE 7G | NEW YORK | NY | 10282 | 501C | CHARITABLE | $5,000 | |
| UNIVERSITY OF THE CUMBERLANDS | |||||||
| 6178 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | 501C | EDUCATIONAL | $100 | |
| JAMES MADISON UNIVERSITY | |||||||
| 800 S MAIN STREET | HARRISBURG | VA | 22807 | 501C | EDUCATIONAL | $2,000 | |
| UMASS AMHERST | |||||||
| 181 PRESIDENTS DRIVE | AMHERST | MA | 01003 | 501C | EDUCATIONAL | $3,000 | |
| WENTWORTH INSTITUTE | |||||||
| 550 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 501C | EDUCATIONAL | $3,000 | |
| CORNELL UNIVERSITY | |||||||
| 616 THURSTON AVE | ITHICA | NY | 14850 | 501C | EDUCATIONAL | $3,000 | |
| DUFFY HEALTH CENTER | |||||||
| 94 MAIN STREET | HYANNIS | MA | 02601 | 501C | CHARITABLE | $500 | |
| THE FAMILY PANTRY OF CAPE COD CORP | |||||||
| 133 QUEEN ANNE ROAD | HARWICH | MA | 02645 | 501C | CHARITABLE | $500 | |
| YARMOUTH POLICE FOUNDATION | |||||||
| PO BOX 701 | YARMOUTH | MA | 02675 | 501C | CHARITABLE | $100 | |
| WEYMOUTH POLICE STATION (MICHAEL CHESNA) - CONCERNS OF POLICE SURVIVORS | |||||||
| PO BOX 3199 | CAMDENTON | MO | 65020 | 501C | CHARITABLE | $100 | |
| WATERTOWN FIREFIGHTERS RELIEF ASSOC | |||||||
| 99 MAIN STREET | WATERTOWN | MA | 02472 | 501C | CHARITABLE | $100 | |
| NORTHERN PLAINS RESERVATION AID - PARTNERSHIP WITH NATIVE AMERICANS | |||||||
| 16415 ADDISON ROAD STE 200 | ADDISON | TX | 75001 | 501C | CHARITABLE | $250 | |
| ST AUGUSTINE ART ASSOCIATION | |||||||
| 22 MARINE STREET | ST AUGUSTINE | FL | 32084 | 501C | CHARITABLE | $1,000 | |
| ST AUGUSTINR PILOT'S CLUB | |||||||
| 102 PRESTON COURT | MACON | GA | 31210 | 501C | CHARITABLE | $400 | |
| CPSA(CITIZEN'S FOR THE PRESERVATION OF ST AUG) | |||||||
| PO BOX 487 | ST AUGUSTINE | FL | 32085 | 170(C)(2)(B) | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,800 | 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 | $18,241 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,875 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14,860 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,471 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,471 | 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 | SULLIVAN BILLE PC | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN TOWER CORP | $22,341 | $24,045 |
| BNSF FUNDING TRUST | $28,596 | $26,938 |
| BSB CAP TR I GTD CAP SECS | $30,481 | $30,000 |
| CORNING INC. | $24,887 | $22,518 |
| NORTHERN TR CORP BOND | $25,097 | $23,188 |
| ROGERS CABLE INC CORP BOND | $35,741 | $34,061 |
| VALLEY NATL BANCORP SUB DEB | $20,107 | $20,784 |
| SCRIPPS NETWORKS INTERACT | $24,341 | $24,800 |
| FLUOR CORP | $30,665 | $29,259 |
| MUELLER INDS INC BOND | $25,808 | $23,250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $14,305 | $13,921 |
| APPLE INC (AAPL) | $7,296 | $14,670 |
| BANK OF AMERICA | $4,819 | $15,770 |
| CELGENE CORP | $23,760 | $12,818 |
| CISCO SYS INC | $13,508 | $30,331 |
| CITIGROUP INC COM NEW (C) | $17,007 | $18,429 |
| FLIR SYS | $17,074 | $26,124 |
| GENERAL MILLS INC | $14,305 | $12,539 |
| GILEAD SCIENCES INC | $22,075 | $18,765 |
| HONEYWELL INTERNATIONAL INC | $21,674 | $20,082 |
| INTL BUSINESS MACH | $21,494 | $20,233 |
| JP MORGAN CHASE & CO (JPM) | $10,233 | $26,357 |
| LOWES COS INC COM ISIN | $18,148 | $23,644 |
| NESTLE S SPON | $15,439 | $26,309 |
| ORACLE CORPORATION (ORCL) | $14,848 | $20,318 |
| PFIZER INC (PFE) | $11,303 | $26,190 |
| PIONEER NATURAL RESOURCES CO | $22,100 | $16,440 |
| PNC FINL SVCS GROUP | $13,864 | $11,925 |
| ROYAL DUTCH SHELL PLC | $23,789 | $26,973 |
| SCHLUMBERGER LTD | $23,464 | $12,628 |
| THERMO FISHER SCIENTIFIC INC | $6,654 | $26,855 |
| TJX COS INC | $13,613 | $17,180 |
| UNITED RENTALS INC | $15,645 | $16,405 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $25,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $25,031 | 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 | SPDR GOLD TR GOLD SHS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $23,585 | BookValueAmt |
| EOYFMV | $22,189 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMM MASS ANNUAL REPORT FILING FEE | $35 | $35 | $0 |
| MISCELLANEOUS | $39 | $39 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $495 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $495 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $495 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $5,420 | Amt |
| Net Investment Income | $5,420 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON DIVIDEND INCOME | $275 | $275 | $0 |
| FEDERAL EXCISE TAX ON INVESTMENT | $1,000 | $1,000 | $0 |
Comments