BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201931339349102428
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T14:28:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 311698286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEVERIDGE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 8002299667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD CASWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002299667 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT KAPLOWITCH | PreparerPersonNm |
| PTIN | P00002440 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.9.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 08:52:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1B33C512A44B25813453C8FEC1376DDC7F10120 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1284B650163F101757B7047818B4EE77766F5D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,986,578 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $481 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $481 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,211,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,211,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,099,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,214,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,099,244 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,311,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,311,000 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $182,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,908 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,342 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $45,657 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,497 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,432 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,995 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,998 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,498 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,724 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,862 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,015 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $398,984 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $370,179 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,980 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,611 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,409 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,078 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $16,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,494 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,306 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $66,204 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $13,770 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $52,426 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $50 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $10 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $40 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,894 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,935 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $933,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $511,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $348,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,311,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,303,853 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,244,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $511,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,652,827 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,799,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,387,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,482,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,482,153 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $242 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $23,450 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,966 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,966 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,240,046 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,298,481 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,298,481 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,299,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,797,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,797,816 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,556,957 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,178,697 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,178,697 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,230,437 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,057,663 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,057,663 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,602 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,306 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,289 | LandBOYAmt |
| Land EOY | $5,296 | LandEOYAmt |
| Land EOYFMV | $5,296 | LandEOYFMVAmt |
| Other Assets BOY | $151,749 | OtherAssetsBOYAmt |
| Other Assets EOY | $157,506 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $157,506 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,893,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,986,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,986,578 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,303 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $42,478 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $133,600 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $29,600 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $167,903 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,078 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $42,725,620 | UnrestrictedBOYAmt |
| Unrestricted EOY | $39,281,476 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $15,000,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $13,633,024 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,725,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,914,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,893,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,986,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,725,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $104,000 | OtherIncreasesAmt |
| Subtotal | $57,895,682 | SubtotalAmt |
| Other Decreases | $4,981,182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,914,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $23,962,306 | $22,115,366 | $1,846,940 | $1,846,940 | |
| CAPITAL GAINS DIVIDENDS | $252,304 | $252,304 | $252,304 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,099,244 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,659,247 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $55,289,527 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,433,423 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $52,108,978 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046699 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,233,724 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $55,399,271 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058371 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,788,698 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $57,245,843 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,474,182 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,653,790 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046114 | DistributionYr5Rt |
| Total Distribution | 0.247995 | TotalDistributionRt |
| Average Distribution | 0.049599 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,809,089 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,817,674 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,000 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,845,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,672,034 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,000 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,000 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,000 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,500 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEVERIDGE.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARD S CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | PRESIDENT/DIRECTOR | 40.00 | $182,250 | $34,889 | $0 |
| PHILIP CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | VICE PRESIDENT/DIR. EMERITUS | 0.50 | $0 | $0 | $0 |
| RUTH S DUPONT | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEAH BEVERIDGE RICHARDSON | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | CLERK/DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTA PALMER BIGUE | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CAROL A LEARY PHD | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | DIRECTOR (THROUGH 4/25/18) | 0.50 | $0 | $0 | $0 |
| PETER WESTON | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JABEZ PALMER | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH L KIRKPATRICK | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FREDERICK WILLIAM STECHER | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ALEXANDER CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | ASST. CLERK/DIRECTOR | 0.50 | $0 | $0 | $0 |
| ALEXANDRA B RUSSELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PATRICE SWANN | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | DIRECTOR (AS OF 4/25/18) | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANDES INVESTMENT PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11988 EL CAMINO REAL 600 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $82,986 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,177,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,496,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,674,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,674,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $865,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,809,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,840,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,840,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,000 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,000 | TotalTaxAmt |
| Distributable Before Adj | $2,784,454 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,799,454 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,799,454 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,652,827 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $19,207 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,672,034 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,672,034 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,799,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $350,525 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $350,525 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,672,034 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,672,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $127,420 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $127,420 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $223,105 | 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 | $223,105 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $223,105 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARD CASWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002299667 | RecipientPhoneNum |
| Recipient Email Address | WARD@CASWELL.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT THE PROPOSAL ABSTRACT PROVIDED BY THE FOUNDATION ALONG WITH THE FOLLOWING REQUIRED DOCUMENTS: 1)COPY OF IRS LETTER CLASSIFYING THE APPLICANT AS EXEMPT UNDER CODE SECTIONS 509(A) & 501(C)(3);2)COPY OF 990 FOR THE MOST RECENT TWO YEARS;3)THREE CONSTRUCTION BIDS, IF CONSTRUCTION PROJECT;4)NAMES AND AFFILIATIONS OF THE BOARD MEMBERS;5)IF HOSPITAL OR OTHER HEALTH-RELATED FACILITY, A COPY OF THE DETERMINATION OF NEED (DON) OR A CERTIFICATE OF NEED (CON); 6)MOST RECENT AUDITED FINANCIAL STATEMENTS, IF APPLICABLE;7)NAME AND QUALIFICATIONS OF THE PERSON RESPONSIBLE FOR ADMINISTERING THE GRANT;8)DETAILED BUDGET OF THE PROJECT;9)LIST OF OTHER SOURCES OF FUNDING FOR THIS PROJECT;10)A STATEMENT THAT THE GRANT REQUEST IS EXECUTED BY A PERSON AUTHORIZED TO SUBMIT ON BEHALF OF THE REQUESTING ORGANIZATION;11)TABLE OF ORGANIZATION;12)IF A UNIT OF GOVERNMENT, EVIDENCE OF THE RELATIONSHIP. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGUST 1 OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | REJECTED PROGRAM ACTIVITES: INTERNATIONAL AFFAIRS;MEMBER BENEFIT. REJECTED TYPES OF SUPPORT: AWARDS/PRIZES/COMPETITIONS;COLLECTIONS MGMT; COMMISSIONING NEW WORKS; CONFERENCES/SEMINARS; CURRICULUM DEVELOPMENT;DEBT REDUCTION;EMPLOYEE MATCHING GIFTS;EMPLOYEE-BASED SCHOLARSHIPS;ENDOWMENT FUNDS;FACULTY/STAFF DEVELOPMENT;FELLOWSHIPS;FILM/VIDEO/RADIO PRODUCTION;FOUNDATION ADMINISTERED PROGRAMS;GENERAL/OPERATING SUPPORT;GRANTS/SCHOLARSHIPS TO INDIVIDUALS;INCOME DEVELOPMENT;INTERNSHIP FUNDS;MANAGEMENT DEVELOPMENT;PERFORMANCE/PRODUCTION COSTS;PROFESSORSHIPS;PROGRAM-RELATED INVESTMENT/LOANS;STUDENT AID. MAXIMUM GRANT AMOUNT REQUESTED SHOULD NOT EXCEED 25% OF THE TOTAL CONTRIBUTIONS FOR THE MOST RECENTLY ENDED FISCAL YEAR, OR 20% OF THE PROJECT BUDGET. APPROVED AREAS OF GIVING INCLUDE: HAMPDEN & HAMPSHIRE COUNTIES, MA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFOREMENTIONED PRODUCTIONS INC | |||||||
| 81 LEXINGTON ST | BOSTON | MA | 02128 | N/A | PC | PROGRAM SUPPORT | $500 |
| AMERICAN RED CROSS OF WESTERN MASS | |||||||
| 150 BROOKDALE STREET | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $12,500 |
| ARGENZIANO SCHOOL PTA | |||||||
| 290 WASHINGTON STREET | SOMERVILLE | MA | 02143 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ART WITH IMPACT | |||||||
| 5214F DIAMOND HEIGHTS BLVD 454 | SAN FRANCISCO | CA | 94131 | N/A | PC | PROGRAM SUPPORT | $2,400 |
| BABY BASICS INC | |||||||
| 47 BEAUFORT AVE | NEEDHAM | MA | 02492 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BAY PATH UNIVERSITY | |||||||
| 588 LONGMEADOW ST | LONGMEADOW | MA | 01106 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| BETA SIGMA BOULE FOUNDATION | |||||||
| PO BOX 4634 | SPRINGFIELD | MA | 01101 | N/A | PC | PROGRAM SUPPORT | $750 |
| BOSTON PARTNERS IN EDUCATION INC | |||||||
| 44 FARNSWORTH ST | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1 ARCH ROAD SUITE 5 | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $1,800 |
| BOYS & GIRLS CLUB OF GREATER HOLYOKE INC | |||||||
| 70 NICK COSMOS WAY PO BOX 6256 | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| BRIDGE STREET SCHOOL PTO INC | |||||||
| 2 PARSONS STREET | NORTHHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BRIMFIELD ELEMENTARY SCHOOL PTO | |||||||
| 28 WALES ROAD | BRIMFIELD | MA | 01010 | N/A | PC | PROGRAM SUPPORT | $3,800 |
| C-10 RESEARCH & EDUCATION FOUNDATION | |||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CAMP ARCADIA SCHOLARSHIP FOUNDATION | |||||||
| 42 GOODWIVES RIVER ROAD | DARIEN | CT | 06820 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CARLSBAD LANCER BASEBALL | |||||||
| 2588 EL CAMINO REAL F-232 | CARLSBAD | CA | 92008 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| CHERRY CREEK TOUCHDOWN CLUB | |||||||
| PO BOX 4474 | GREENWOOD VILLAGE | CO | 80155 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHINO COMMUNITY CENTER | |||||||
| PO BOX 2349 | CHINO | CA | 91708 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CHOATE ROSEMARY HALL FOUNDATION INC | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | PC | PROGRAM SUPPORT | $625 |
| COLORADO NONPROFIT DEVELOPMENT CENTER | |||||||
| 789 SHERMAN ST STE 250 | DENVER | CO | 80203 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| COMMON CAPITAL INC | |||||||
| 4 OPEN SQUARE WAY STE 407 | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COMMUNITY EDUCATION PROJECT INC | |||||||
| 4025 KALISPELL LN | CHARLOTTE | NC | 28269 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE STREET | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| CRISIS CLINIC | |||||||
| 9725 3RD AVE NE STE 300 | SEATTLE | WA | 98115 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 2111 SNOW RD | CLEVELAND | OH | 44134 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 SOUTH SAN PEDRO ST | LOS ANGELES | CA | 90013 | N/A | PC | PROGRAM SUPPORT | $4,000 |
| ENCHANTED CIRCLE INC | |||||||
| 4 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC | |||||||
| 400 SEABROOK RD | TEQUESTA | FL | 33469 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| EQUINE RESCUE AND ADOPTION FOUNDATION INC | |||||||
| PO BOX 1199 | PALM CITY | FL | 34991 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FIDELCO GUIDE DOG FOUNDATION INC | |||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FIRST CHURCH OF CHRIST IN LONGMEADOW UCC | |||||||
| 763 LONGMEADOW ST | LONGMEADOW | MA | 01106 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FLORENCE CRITTENTON SERVICES OF COLORADO | |||||||
| 96 SOUTH ZUNI ST | DENVER | CO | 80223 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FRIENDS OF PVPA CHARTER PUBLIC SCHOOL | |||||||
| 15 MULLIGAN DR | SOUTH HADLEY | MA | 01075 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FRIENDS OF WASHINGTON MUSIC | |||||||
| 2101 S JACKSON STREET | SEATTLE | WA | 98144 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GARFIELD HIGH SCHOOL PTSA | |||||||
| 400 23RD AVE | SEATTLE | WA | 98122 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GETTYSBURG COLLEGE | |||||||
| 300 N WASHINGTON ST BOX 426 | GETTYSBURG | PA | 17325 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GIRLS INCORPORATED OF HOLYOKE | |||||||
| PO BOX 6812 | HOLYOKE | MA | 01041 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GORDON SCHOOL | |||||||
| 45 MAXFIELD AVE | EAST PROVIDENCE | RI | 02914 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GROUNDWORK SOMERVILLE INC | |||||||
| 337 SOMERVILLE AVE 2B | SOMERVILLE | MA | 02143 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GUS GIORDANO JAZZ LEGACY FOUNDATION | |||||||
| 5230 N CLARK STREET | CHICAGO | IL | 60640 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HOPE AND COMFORT INC | |||||||
| PO BOX 241 | NEWTON UPPER FALLS | MA | 02464 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| HUMAN SERVICE FORUM | |||||||
| 100 WHITING FARMS ROAD 3 | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| INNER EXPLORER INC | |||||||
| 430 FRANKLIN VILLAGE DR 325 | FRANKLIN | MA | 02038 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| INSIGHT PRODUCTIONS INC | |||||||
| PO BOX 96 | MARLBORO | VT | 05344 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| INSTITUTE FOR POLICY STUDIES | |||||||
| 1301 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| JUPITER MEDICAL CENTER FOUNDATION INC | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| LINK TO LIBRARIES INC | |||||||
| 35 BLUEGRASS DR | E LONGMEADOW | MA | 01028 | N/A | PC | PROGRAM SUPPORT | $20,500 |
| LOWELLS MARITIME FOUNDATION | |||||||
| 459 MAIN STREET | AMESBURY | MA | 01913 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| MASSACHUSETTS PUBLIC HEALTH ASSOCIATION | |||||||
| 50 FEDERAL ST 8TH FLOOR | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| MOUNT WASHINGTON VALLEY CHORAL SOCIETY | |||||||
| 1857 WHITE MOUNTAIN HIGHWAY PMB 241 | NORTH CONWAY | NH | 03860 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE OF CT AND WESTERN MA INC | |||||||
| 820A PROSPECT HILL RD | WINDSOR | CT | 06095 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| PENINSULA ASSOCIATION FOR RETARDED CHILDREN & ADULTS FOUNDATION | |||||||
| 800 AIRPORT BLVD 320 | BURLINGAME | CA | 94010 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PIONEER VALLEY RIVERFRONT CLUB INC | |||||||
| PO BOX 3123 | SPRINGFIELD | MA | 01101 | N/A | PC | PROGRAM SUPPORT | $17,500 |
| PITTSBURGH YOUTH LEADERSHIP | |||||||
| 1034 FIFTH AVE | PITTSBURGH | PA | 15219 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 THIRD AVE | SEATTLE | WA | 98121 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC | |||||||
| 2327 L STREET | SACRAMENTO | CA | 95816 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JUNCTION PLACE STE 200 | BOULDER | CO | 80301 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| SAFE PASSAGE INC | |||||||
| 43 CENTER STREET | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SANDWICH COMMUNITY SCHOOL INC | |||||||
| 1164 BUNKER HILL ROAD | SOUTH TAMWORTH | NH | 03883 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SEVENARS CONCERTS INC | |||||||
| 80 EAST END AVE 3G | NEW YORK | NY | 10028 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SHAKA FRANKLIN FOUNDATION FOR YOUTH | |||||||
| 8101 E DARTMOUTH AVE 11 | DENVER | CO | 80231 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| SISTERS OF PROVIDENCE- MINISTRIES FOR THE NEEDY INC | |||||||
| 5 GAMELIN ST | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| SPRINGFIELD SYMPHONY ORCHESTRA | |||||||
| 1441 MAIN ST SUITE 120 | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ST GEORGES CENTER INC | |||||||
| 21 W 22ND ST | WEST PALM BEACH | FL | 33404 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ST MATTHEWS CATHOLIC SCHOOL | |||||||
| 910 S EL CAMINO REAL | SAN MATEO | CA | 94402 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| TECH FOUNDRY INC | |||||||
| 1391 MAIN ST FL 9 | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH ST STE 700 | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $43,500 |
| TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIRCLE | EASTHAMPTON | MA | 01027 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 169 HOLLAND ST | SOMERVILLE | MA | 02144 | N/A | PC | PROGRAM SUPPORT | $625 |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| U S S MASS MEMORIAL COMMITTEE INC | |||||||
| 5 BATTLESHIP COVE | FALL RIVER | MA | 02721 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| UNIVERSITY SCHOOL | |||||||
| 2785 SOM CENTER RD | HUNTING VALLEY | OH | 44022 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| VALLEY EYE RADIO | |||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| VALLEY VENTURE MENTORS | |||||||
| 1500 MAIN STREET | SPRINGFIELD | MA | 01115 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| VERMONT WORKS FOR WOMEN INC | |||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | N/A | PC | PROGRAM SUPPORT | $4,000 |
| WASHINGTON MIDDLE SCHOOL PTSA | |||||||
| 2101 S JACKSON STREET | SEATTLE | WA | 98144 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| WELCOME PROJECT INC | |||||||
| 530 MYSTIC AVE STE 111 | SOMERVILLE | MA | 02145 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| WESTFIELD ON WEEKENDS INC | |||||||
| 59 COURT STREET | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| WHOLE SPORTS | |||||||
| 1240 VISTA COLINA DR | SAN MARCOS | CA | 92078 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 1275 K STREET NW STE 250 | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ASSOCIATED GRANTMAKERS OF MASSACHUSETTS | |||||||
| 133 FEDERAL ST 802 | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BLUES TO GREEN INC | |||||||
| 18 TUCKER ROAD | HUNTINGTON | MA | 01050 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CENTER FOR NEW AMERICANS INC | |||||||
| 42 GOTHIC STREET | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| CHESTER THEATRE COMPANY INC | |||||||
| PO BOX 722 4 MAIN ST | CHESTER | MA | 01011 | N/A | PC | PROGRAM SUPPORT | $4,000 |
| THE EPISCOPAL CHURCH OF THE ATONEMENT | |||||||
| 36 COURT ST | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| COMMUNITY ADOLESCENT RESOURCES AND EDUCATION CENTER | |||||||
| 247 CABOT ST | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $7,000 |
| COMMUNITY UPLIFTMENT PROGRAM INC | |||||||
| 465 BELMONT AVE | SPRINGFIELD | MA | 01108 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CONNECTICUT RIVER WATERSHED COUNCIL INC | |||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| DOUBLE EDGE THEATRE PRODUCTIONS INC | |||||||
| 948 CONWAY RD | ASHFIELD | MA | 01330 | N/A | PC | PROGRAM SUPPORT | $6,500 |
| DRAMA STUDIO INC | |||||||
| PO BOX 80892 | SPRINGFIELD | MA | 01138 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| FIVE COLLEGES INCORPORATED | |||||||
| 97 SPRING ST | AMHERST | MA | 01002 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| PO BOX 160 97 N HATFIELD RD | HATFIELD | MA | 01038 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| FRANKLIN LAND TRUST | |||||||
| PO BOX 450 | SHELBURNE FALLS | MA | 01370 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| FRIENDS OF THE WESTFIELD 350 INC | |||||||
| 59 COURT STREET | WESTFIELD | MA | 01085 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| GIRLS ON THE RUN | |||||||
| PO BOX 72 | WILLIAMSBURG | MA | 01096 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 60642 | FLORENCE | MA | 01062 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| HARMONY HOUSE INC | |||||||
| PO BOX 6135 | HOLYOKE | MA | 01040 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| THE HAROLD GRINSPOON CHARITABLE FOUNDATION | |||||||
| 380 UNION STREET | WEST SPRINGFIELD | MA | 01089 | N/A | PF | PROGRAM SUPPORT | $7,500 |
| HEALTH LAW ADVOCATES INC | |||||||
| 1 FEDERAL ST 5TH FLOOR | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| HILLTOWN VILLAGE INC | |||||||
| PO BOX 146 | CUMMINGTON | MA | 01026 | N/A | PC | PROGRAM SUPPORT | $9,000 |
| HITCHCOCK CENTER FOR THE ENVIRONMENT INC | |||||||
| 845 WEST ST | AMHERST | MA | 01002 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| KESTREL LAND TRUST | |||||||
| PO BOX 1016 | AMHERST | MA | 01004 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| KISTNER FOUNDATION INC DBA RED GATE FARM | |||||||
| 4 NORMAN RD | ASHFIELD | MA | 01330 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| LEADERSHIP PIONEER VALLEY | |||||||
| 1 FEDERAL ST BLDG 1 | SPRINGFIELD | MA | 01105 | N/A | PC | PROGRAM SUPPORT | $12,500 |
| LITERACY LAB | |||||||
| 1003 K ST NW STE 500 | WASHINGTON | DC | 20001 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| LOVIN SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE STE E | BOSTON | MA | 02134 | N/A | PC | PROGRAM SUPPORT | $18,000 |
| LUDLOW BOYS & GIRLS CLUB INC | |||||||
| 91 CLAUDIAS WAY | LUDLOW | MA | 01056 | N/A | PC | PROGRAM SUPPORT | $27,500 |
| MASS MENTORING PARTNERSHIP INC | |||||||
| 75 KNEELAND ST 11TH FLOOR | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $17,500 |
| MASSACHUSETTS FOUNDATION FOR THE HUMANITIES | |||||||
| 66 BRIDGE ST | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| MENTAL HEALTH ASSOCIATION OF GREATER SPRINGFIELD | |||||||
| 995 WORTHINGTON ST | SPRINGFIELD | MA | 01109 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| NEW ENGLAND PUBLIC RADIO FOUNDATION INC | |||||||
| 1525 MAIN ST | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $22,500 |
| NORTHAMPTON CENTER FOR THE ARTS INC | |||||||
| PO BOX 366 | NORTHAMPTON | MA | 01061 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NORTHAMPTON NEIGHBORS INC | |||||||
| PO BOX 231 | NORTHAMPTON | MA | 01061 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| OPEN PANTRY COMMUNITY SERVICE INC | |||||||
| PO BOX 5127 | SPRINGFIELD | MA | 01101 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| PARTNERSHIP FOR POLICY INTEGRITY | |||||||
| 54 ARNOLD ROAD | PELHAM | MA | 01002 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT | |||||||
| 98 N WASHINGTON ST STE 106 | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| READER TO READER INC | |||||||
| 38 WOODSIDE AVE | AMHERST | MA | 01102 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| REVITALIZE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1145 MAIN ST STE 107 | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| RIVERSIDE INDUSTRIES INC | |||||||
| ONE COTTAGE STREET | EASTHAMPTON | MA | 01027 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| ROBERT F KENNEDY CHILDRENS ACTION CORPS | |||||||
| 40 COURT ST STE 410 | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| RONALD MCDONALD HOUSE OF SPRINGFIELD MASS INC | |||||||
| 34 CHAPIN TERRACE | SPRINGFIELD | MA | 01107 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| SECOND CHANCE ANIMAL SHELTER INC | |||||||
| PO BOX 136 111 YOUNG RD | EAST BROOKFIELD | MA | 01515 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| SOLDIER ON INC | |||||||
| 290 MERRILL ROAD | PITTSFIELD | MA | 01201 | N/A | PC | PROGRAM SUPPORT | $13,500 |
| SPRINGFIELD BOYS CLUB | |||||||
| 481 CAREW ST | SPRINGFIELD | MA | 01104 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| SPRINGFIELD LIBRARY FOUNDATION INC | |||||||
| PO BOX 28 | EAST LONGMEADOW | MA | 01028 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| SPRINGFIELD MUSEUMS CORPORATION | |||||||
| 21 EDWARDS ST | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| SPRINGFIELD OPERATIONS ECS INC | |||||||
| PO BOX 15395 | SPRINGFIELD | MA | 01115 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| SPRINGFIELD PUBLIC FORUM INC | |||||||
| PO BOX 5374 | SPRINGFIELD | MA | 01101 | N/A | PC | PROGRAM SUPPORT | $5,750 |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| WAY FINDERS INC | |||||||
| 120 MAPLE ST STE 400 | SPRINGFIELD | MA | 01103 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| WESTERN NEW ENGLAND UNIVERSITY | |||||||
| 1215 WILBRAHAM RD | SPRINGFIELD | MA | 01119 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| WOMANSHELTERCOMPAERAS INC | |||||||
| PO BOX 1099 | HOLYOKE | MA | 01041 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| STANLEY PARK OF WESTFIELD INC | |||||||
| 400 WESTERN AVE | WESTFIELD | MA | 01085 | N/A | POF | PROGRAM SUPPORT | $706,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,311,353 | 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 | $481 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,211,275 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,099,244 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,311,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,311,000 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $73,724 | Amt |
| Net Investment Income | $36,862 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,015 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD GRINSPOON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 UNION STREET | AddressLine1Txt |
| City | WEST SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-06-15 | GrantDt |
| Grant | $7,500 | GrantAmt |
| Purpose Of Grant | HONOR 118 PUBLIC, PAROCHIAL & CHARTER SCHOOL TEACHERS IN 30 DISTRICTS IN HAMPDEN, HAMPSHIRE & FRANKLIN COUNTIES | PurposeOfGrantTxt |
| Expended By Grantee | $7,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 07/19/2018 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS - FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $8,178,697 | EOYBookValueAmt |
| EOYFMV | $8,178,697 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - CORPORATE STOCK | StockNm |
| EOY Book Value | $27,797,816 | EOYBookValueAmt |
| EOYFMV | $27,797,816 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,298,481 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,298,481 | 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 | UBS - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $11,057,663 | BookValueAmt |
| EOYFMV | $11,057,663 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $4,859 | $2,796 | $2,063 | $2,063 |
| OFFICE EQUIPMENT | $6,743 | $3,510 | $3,233 | $3,233 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,995 | LegalFeesAmt |
| Net Investment Income | $10,998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,498 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $84,874 | $85,006 | $85,006 |
| INTANGIBLE ASSETS, NET | $4,375 | $12,500 | $12,500 |
| PROGRAM-RELATED INVESTMENTS | $35,000 | $35,000 | $35,000 |
| MASSACHUSETTS COMMUNITY INVESTMENT TAX CREDIT RECEIVABLE | $27,500 | $25,000 | $25,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED NET LOSS ON INVESTMENTS | Desc |
| Amt | $4,981,182 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $6,035 | $1,255 | $5,015 |
| POSTAGE AND FREIGHT | $594 | $124 | $420 |
| WEBSITE EXPENSE | $3,756 | $0 | $4,206 |
| TELEPHONE | $6,267 | $1,303 | $4,964 |
| MEMBERSHIPS, DUES, & SUBSCRIPTIONS | $6,902 | $0 | $6,875 |
| INSURANCE | $5,828 | $1,212 | $4,616 |
| PAYROLL PROCESSING FEES | $1,820 | $0 | $1,820 |
| SOFTWARE EXPENSE | $2,030 | $0 | $2,019 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX ADJUSTMENT | Desc |
| Amt | $104,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $124,000 | $25,000 |
| EXCISE TAX PAYABLE | $9,600 | $4,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $28,805 | $0 | $27,980 |
| INVESTMENT MANAGEMENT FEES | $370,179 | $370,179 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENTS | $24,409 | $24,409 | $0 |
| FEDERAL EXCISE TAXES | $61,202 | $0 | $0 |
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