JD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JD FOUNDATION (EIN 04-6932404)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201701329349101770
- Schema version
- 2016v3.0
- 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
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T10:36:33-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cutler Surabian PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 BROADWAY SUITE 102 | AddressLine1Txt |
| City | LYNNFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046932404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JD FOUNDATION UA DTD 11302000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JDFO | BusinessNameControlTxt |
| Phone | 9782504729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 CARTER DRIVE | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS C MCINERNEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J SURABIAN CPA | PreparerPersonNm |
| PTIN | P00173542 | PTIN |
| Phone | 7815846933 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $210,437 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,208 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $169 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $97,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,149 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $187 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,712 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,767 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,678 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,670 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $80,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $210,437 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $5,554 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $4,169 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $5,554 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,169 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $74,563 | RetainedEarningBOYAmt |
| Retained Earning EOY | $161,276 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,712 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $161,276 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $161,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Various listed call options on Corning, Inc. | P | 2016-01-01 | 2016-12-31 | $14,031 | $15,707 | -$1,676 | -$1,676 |
| Various listed call options on Nuance Comm. | P | 2016-01-01 | 2016-12-31 | $8,636 | $119 | $8,517 | $8,517 |
| 4,000 shares CORNING INC | P | 2000-12-29 | 2016-11-14 | $93,659 | $6,461 | $87,198 | $87,198 |
| Wash Sale | $169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,208 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,010 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $196,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04830 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,579 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $197,193 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05872 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $170,953 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06164 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,457 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $175,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05973 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,905 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $195,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05073 | DistributionYr5Rt |
| Total Distribution | 0.279118 | TotalDistributionRt |
| Average Distribution | 0.055824 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $200,724 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,205 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $961 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,166 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,922 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,922 | SubtotalAmt |
| Tax Based On Investment Income | $1,922 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $1,927 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH A KLOC-TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9782504729 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 CARTER DRIVE | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JUDITH A KLOC | ||||||
| 21 CARTER DRIVE | CHELMSFORD | MA | 01824 | TRUSTEE | 0.00 | $0 |
| DENNIS C MCINERNEY | ||||||
| 21 CARTER DRIVE | CHELMSFORD | MA | 01824 | TRUSTEE | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $180,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $203,781 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $203,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $200,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,922 | TotalTaxAmt |
| Distributable Before Adj | $8,114 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,114 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,114 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $9,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,114 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $233 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,089 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,314 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,761 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,397 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,136 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,533 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $233 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,300 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,089 | ExcessFromYear4Amt |
| Excess From Year3 | $2,314 | ExcessFromYear3Amt |
| Excess From Year2 | $1,761 | ExcessFromYear2Amt |
| Excess From Current Year | $1,136 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDITH A KLOC | ContributingManagerNm |
| Contributing Manager | DENNIS C MCINERNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENTLEY UNIVERSITY | |||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| LIFE SAVER MINISTRIES | |||||||
| PO BOX 2003 | N CHELMSFORD | MA | 01863 | NONE | PUBLIC | GENERAL PURPOSES | $2,100 |
| UNIVERSITY OF NOTRE DAME | |||||||
| PO BOX 802275 | CHICAGO | IL | 60680 | NONE | PUBLIC | GENERAL PURPOSES | $250 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| PO BOX 17279 | BALTIMORE | MD | 21297 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| THE BOSTON POPS FUND | |||||||
| SYMPHONY HALL PO BOX 845312 | BOSTON | MA | 02284 | NONE | PUBLIC | GENERAL PURPOSES | $100 |
| THE CATHOLIC APPEAL 2016 | |||||||
| ARCHDIOCESE OF BOSTON BOX 9226 | CHELSEA | MA | 02150 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| THE SALVATION ARMY | |||||||
| C/O LOWELL CORPS POBOX 1297 | LOWELL | MA | 01853 | NONE | PUBLIC | GENERAL PURPOSES | $1,100 |
| NIAGRA UNIVERSITY | |||||||
| BUTLER BUILDING | NIAGRA UNIVERSITY | NY | 14109 | NONE | PUBLIC | GENERAL PURPOSES | $250 |
| BETA GAMMA SIGMA | |||||||
| PO BOX 2569 | MARYLAND HEIGHTS | MO | 63043 | NONE | PUBLIC | GENERAL PURPOSES | $100 |
| FOCUS | |||||||
| PO BOX 33656 | DENVER | CO | 80233 | NONE | PUBLIC | GENERAL PURPOSES | $250 |
| HOUSE OF HOPE INC | |||||||
| 812 MERRIMACK STREET | LOWELL | MA | 01854 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| THE CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | PUBLIC | GENERAL PURPOSES | $250 |
| THE JIMMY FUNDDANA-FARBER CANCER IN | |||||||
| PO BOX 970025 | BOSTON | MA | 02297 | NONE | PUBLIC | GENERAL PURPOSES | $100 |
| MORGAN MEMORIALGOODWILL INDUSTRIES | |||||||
| PO BOX 55009 | BOSTON | MA | 02205 | NONE | PUBLIC | GENERAL PURPOSES | $250 |
| CatholicTV | |||||||
| P O Box 9196 | Watertown | MA | 02471 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| Lazarus House Ministries | |||||||
| P O Box 408 | Lawrence | MA | 01842 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 3366 | BOSTON | MA | 02241 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,941 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $6,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $87,198 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $169 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $87,198 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,149 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUTLER SURABIAN PC-TAX PREP | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT | Desc |
| Revenue And Expenses Per Books | $169 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| COMMONWEALTH OF MA | $35 | $35 |
| federal taxes | $152 |
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