STANLEY PARK OF WESTFIELD INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY PARK OF WESTFIELD INC (EIN 04-2131404)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801349349101660
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T10:09:32-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043393793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM O'BRIEN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 MAIN STREET - 15TH FL | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042131404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STANLEY PARK OF WESTFIELD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 4135689312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1191 400 WESTERN AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A MORIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135689312 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M O'BRIEN III CPA | PreparerPersonNm |
| PTIN | P00748085 | PTIN |
| Phone | 4137338288 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,968,396 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,059,683 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,186 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,186 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,186 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $182,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,286 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $182,286 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,436,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,199 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $15,187 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $74,492 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $74,492 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,471,846 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $337,671 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $278,151 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $99,479 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $567,937 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,022 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $20,022 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $547,915 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,107 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,233 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,233 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,874 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,899 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,829 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $11,829 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,070 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $75,005 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,136 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,136 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $71,354 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $214,391 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $241 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $241 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $364,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,726 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $55,726 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,379,552 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $91,946 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $664,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,379,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $91,946 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $664,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $186,205 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,026,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,276,105 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,276,105 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $23,286 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $3,704 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $23,286 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $23,286 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,905 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,241 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,241 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,381,868 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,364,430 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,364,430 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,809,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,508,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,508,080 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $855,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $930,868 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $930,868 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,932,549 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,574,846 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,460,599 | LandBOYAmt |
| Land EOY | $3,357,703 | LandEOYAmt |
| Land EOYFMV | $12,424,901 | LandEOYFMVAmt |
| Other Assets BOY | $455,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $435,485 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $435,485 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,998,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,901,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,968,396 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,229 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $24,107 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $6,539 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $10,289 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $71,962 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $76,463 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $85,730 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,859 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,865,819 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,308,935 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $203,993 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $637,973 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $6,843,431 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $6,843,431 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,913,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,790,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,998,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,901,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,913,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $784,802 | OtherIncreasesAmt |
| Subtotal | $11,790,339 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,790,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS ACCT #-8433 VARIOUS | $241,486 | $227,876 | $13,610 | $13,610 |
| UBS ACCT #-8433 VARIOUS | $302,649 | $221,696 | $80,953 | $80,953 |
| UBS ACCT #-8633 VARIOUS | $748,989 | $751,580 | -$2,591 | -$2,591 |
| UBS ACCT #-8633 VARIOUS | $289,219 | $284,485 | $4,734 | $4,734 |
| UBS ACCT #-5333 VARIOUS | $202,829 | $202,775 | $54 | $54 |
| UBS ACCT #-5333 VARIOUS | $76,270 | $76,894 | -$624 | -$624 |
| UBS ACCT #-8533 VARIOUS | $73,968 | $70,187 | $3,781 | $3,781 |
| UBS ACCT #-8533 VARIOUS | $17,476 | $13,170 | $4,306 | $4,306 |
| UBS ACCT #-9133 VARIOUS | $30,931 | $30,598 | $333 | $333 |
| UBS ACCT #-9133 VARIOUS | $243,572 | $209,245 | $34,327 | $34,327 |
| UBS ACCT #-8333 VARIOUS | $177,032 | $166,716 | $10,316 | $10,316 |
| UBS ACCT #-8233 VARIOUS | $32,247 | $32,247 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,199 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,187 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1972-07-17 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STANLEYPARK.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT MCKEAN | IndividualWithBooksNm |
| Phone | 4135689312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WESTERN AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01086 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY GLAZE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK MORIN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | TREASURER | 1.00 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FREDERICK STECHER | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| W ROCKNE PALMER | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER WESTON | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WARD CASWELL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HAGAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL MARCHESE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN SULLIVAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAMON TORRECILHA | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LEVESQUE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT MCKEAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MANAGING DIRECTOR | 40.00 | $99,479 | $18,005 | $0 |
| BARBARA BRAEM-JENSEN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN GREANEY | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA HERMAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVEN PIERCE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HARRY ROCK | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANGELA DEROUIN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WAYNE MOUSSETTE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE SUPERVIS | 40.00 | $73,707 | $6,331 | $0 |
| LISA GADREAULT | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | OFFICE SUPERVISOR | 40.00 | $63,017 | $12,237 | $0 |
| PAUL KUCZYNSKI | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | GREENHOUSE COORDINAT | 40.00 | $63,780 | $10,136 | $0 |
| JOHN BRILL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE MECHANIC | 40.00 | $55,962 | $3,801 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 PEACHTREE ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 90326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $55,726 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO MAINTAIN A REFUGE OF PHYSICAL AND SPIRITUAL BEAUTY WHERE PEOPLE MAY ENJOY GARDENS, TRAILS, MUSIC, EDUCATIONAL, SPORTING, AND CULTURAL ACTIVITIES AND RETAIN WILDLIFE HABITAT. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $6,788,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,151,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,940,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,940,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,821,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $391,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $664,454 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $69,613 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $734,067 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $734,067 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-07-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $186,205 | CurrentYearAmt |
| Year1 | $186,052 | Year1Amt |
| Year2 | $188,696 | Year2Amt |
| Year3 | $155,232 | Year3Amt |
| Total | $716,185 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $158,274 | CurrentYearAmt |
| Year1 | $158,144 | Year1Amt |
| Year2 | $160,392 | Year2Amt |
| Year3 | $131,947 | Year3Amt |
| Total | $608,757 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $734,067 | CurrentYearAmt |
| Year1 | $836,064 | Year1Amt |
| Year2 | $2,324,179 | Year2Amt |
| Year3 | $1,093,907 | Year3Amt |
| Total | $4,988,217 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $734,067 | CurrentYearAmt |
| Year1 | $836,064 | Year1Amt |
| Year2 | $2,324,179 | Year2Amt |
| Year3 | $1,093,907 | Year3Amt |
| Total | $4,988,217 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $260,707 | CurrentYearAmt |
| Year1 | $249,010 | Year1Amt |
| Year2 | $255,899 | Year2Amt |
| Year3 | $272,105 | Year3Amt |
| Total | $1,037,721 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEDDING & PAVILION INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $62,520 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,186 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,199 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11,972 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $412,163 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $412,163 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE BEVERIDGE FAMILY FOUNDATION | |||||||
| 1 | 3 UPLAND LN | WEST NEWBURY | MA | 01985 | $708,825 | Yes (X) | |
| DIANE GALLAN | |||||||
| 2 | 125 PLEASANTVIEW DRIVE | LONGMEADOW | MA | 01106 | $60,253 | Yes (X) | Yes (X) |
| WESTFIELD BANK | |||||||
| 3 | 141 ELM STREET PO BOX 1626 | WESTFIELD | MA | 01085 | $25,000 | Yes (X) | |
| COMMUNITY FOUNDATION OF WESTERN MA | |||||||
| 4 | 1500 MAIN STREET PO BOX 15769 | SPRINGFIELD | MA | 01115 | $12,064 | Yes (X) | |
| THE RUTH E KRONENBERG TRUST | |||||||
| 5 | ONE FINANCIAL PLAZA 501 NORTH BROAD | SAINT LOUIS | MO | 63102 | $10,000 | Yes (X) | |
| JACK & CAROL JENERAL | |||||||
| 6 | 22 MEADOW LANE | SOUTHWICK | MA | 01077 | $9,000 | Yes (X) | |
| ELIZABETH GAYLORD | |||||||
| 7 | 31 SOUTH VILLAGE EAST | SOUTHWICK | MA | 01077 | $5,000 | Yes (X) | |
| ADVANCED MFG CO INC | |||||||
| 8 | 8 TURNPIKE INDUSTRIAL ROAD | WESTFIELD | MA | 01085 | $5,000 | Yes (X) | |
| CHICOPEE SAVINGS BANK CHARITABLE FOUNDATION | |||||||
| 9 | 141 ELM STREET | WESTFIELD | MA | 01085 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 230 SHARES OF JOHNSON & JOHNSON COM STOCK | NoncashPropertyDesc |
| Fair Market Value | $32,253 | FairMarketValueAmt |
| Received | 2017-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,899 | Amt |
| Net Investment Income | $11,829 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,829 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,070 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $930,868 | EOYBookValueAmt |
| EOYFMV | $930,868 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $3,839,462 | $3,839,462 |
| MUTUAL FUNDS | $668,618 | $668,618 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,364,430 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,364,430 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| PARK & LAND IMPROVEMENTS | $2,801,095 | $2,111,312 | $689,783 | $9,756,981 |
| BUILDINGS | $4,270,102 | $2,027,082 | $2,243,020 | $2,243,020 |
| EQUIPMENT & AMENITIES | $814,052 | $573,458 | $240,594 | $240,594 |
| VEHICLES & MACHINERY | $920,077 | $773,087 | $146,990 | $146,990 |
| OFFICE & TECHNOLOGY | $127,223 | $89,907 | $37,316 | $37,316 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RESTRICTED CASH FOR LONG TERM PURPOSES | $221,640 | $241,390 | $241,390 |
| MONEY MARKET FUNDS | $233,760 | $194,095 | $194,095 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $6,212 | $0 | $0 | $0 |
| CHEMICALS | $687 | $0 | $0 | $0 |
| PLANT MATERIAL | $4,726 | $0 | $0 | $0 |
| PARK EVENTS | $12,847 | $0 | $0 | $0 |
| MAINTENANCE GROUNDS | $8,737 | $0 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $2,215 | $0 | $0 | $0 |
| INSURANCE EXPENSE | $42,895 | $0 | $0 | $0 |
| MISCELLANEOUS | $4,249 | $0 | $0 | $0 |
| OFFICE EXPENSE | $9,787 | $0 | $0 | $0 |
| FUEL | $12,904 | $0 | $0 | $0 |
| UTILITIES | $73,804 | $0 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $55,726 | $55,726 | $55,726 | $0 |
| MAINTENANCE STRUCTURES | $13,132 | $0 | $0 | $0 |
| OUTSIDE SERVICES | $3,647 | $0 | $0 | $0 |
| MAINTENANCE EQUIPMENT | $31,937 | $0 | $0 | $0 |
| FUNDRAISING | $80,988 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| WEDDING & PAVILION INCOME | $62,520 | $62,520 |
| MISCELLANEOUS INCOME | $11,972 | $11,972 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $784,802 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $71,962 | BOYBookValueAmt |
| EOY Book Value | $76,463 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL | $73,561 | $2,207 | $2,207 | $71,354 |
| PROPERTY | $515 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $929 | $929 | $929 | $0 |