BLUE HILLS BANK CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HILLS BANK CHARITABLE FOUNDATION (EIN 27-4283786)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201741319349101579
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T11:12:15-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274283786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE HILLS BANK CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 6176518597 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIVER RIDGE DRIVE NO 300 | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KIVLEHAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6176518597 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2017-05-08 | 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 | 2017-05-08 | IPDt |
| IP Tm | 10:57:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1E51DEB8025EDE220F0D57DC940EF88C4F838B22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 | AtSubmissionFilingDeviceId |
| 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 | $3,010,727 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,538 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,557 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $244,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,098 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,850 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,882 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,441 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,441 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,831 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,581 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70,377 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,249 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $262,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $262,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $403,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,507 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,824 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,021,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,867,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,867,903 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,063,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,010,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,010,727 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,063,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,010,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,063,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,010,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,063,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,010,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,063,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106,373 | OtherIncreasesAmt |
| Subtotal | $3,010,727 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,010,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $329,140 | GrossSalesPriceAmt |
| Cost Or Other Basis | $259,583 | CostOrOtherBasisAmt |
| Gain Or Loss | $69,557 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $69,557 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $509,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,290,241 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.154724 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,035,897 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,946,141 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.262509 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $620,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,307,934 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.144136 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $383,057 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,654,847 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104808 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $194,563 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,266,168 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059569 | DistributionYr5Rt |
| Total Distribution | 0.725746 | TotalDistributionRt |
| Average Distribution | 0.145149 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,991,794 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $434,256 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,375 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $435,631 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $396,284 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $1,062 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | BLUEHILLSBANK.COM/ABOUT/CHARITABLE-FOUNDATION | WebsiteAddressTxt |
| Individual With Books | JAMES KIVLEHAN | IndividualWithBooksNm |
| Phone | 6176518597 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIVER RIDGE DR STE 300 | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | 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 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES KIVLEHAN | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE BECKHAM | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | CLERK/DIRECTOR | 0.50 | $0 | $0 | $0 |
| SAMUEL L SMITH JR | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $1,250 | $0 | $0 |
| JANICE SILK-KENNEY | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | CHAIRPERSON/DIRECTOR | 0.50 | $10,000 | $0 | $0 |
| KAREN MARRYAT | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RENEE OWENS | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM M PARENT | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEPHEN MCNULTY RESIGNED 72016 | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,944,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,037,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,037,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,991,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,590 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,750 | TotalTaxAmt |
| Distributable Before Adj | $146,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,840 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $396,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $396,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,711 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $203,875 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $412,469 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $864,778 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $347,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,863,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $396,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $249,444 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,112,719 | 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 | $34,711 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,078,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $203,875 | ExcessFromYear4Amt |
| Excess From Year3 | $412,469 | ExcessFromYear3Amt |
| Excess From Year2 | $864,778 | ExcessFromYear2Amt |
| Excess From Year1 | $347,442 | ExcessFromYear1Amt |
| Excess From Current Year | $249,444 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE BECKHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIVER RIDGE DR STE 300 | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173606521 | RecipientPhoneNum |
| Recipient Email Address | JBECKHAM@BLUEHILLSBANK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE: 1)COPY OF IRS DETERMINATION LETTER;2)PROOF OF INCORPORATION AS A NON-PROFIT ORGANIZATION OR CHARITABLE TRUST;3)NAMES OF DIRECTORS/TRUSTEES OF THE ORGANIZATION TO INCLUDE RELEVANT BACKGROUND, AFFILIATIONS AND TOWN/CITY OF RESIDENCE;4)PRIOR YEAR FINANCIAL STATEMENT, FORM 990 AND YEAR-TO-DATE FINANCIAL STATEMENT FOR CURRENT FISCAL YEAR;5)LIST OF COMPANIES AND FOUNDATIONS BEING APPROACHED TO FUND THIS PROPOSAL, INDICATING WHICH SOURCES ARE COMMITTED, PENDING OR ANTICIPATED;6)MOST RECENT INDEPENDENT AUDIT OR REVIEW, AS APPLICABLE, IF REVENUES WERE $200,000 OR MORE;7)DATE;8)SUMMARY OF ORGANIZATION'S HISTORY, GOALS & KEY ACHIEVEMENTS;9)AMOUNT REQUESTED;10)MISSION STATEMENT;11)3 LETTERS OF SUPPORT FROM THECOMMUNITY; 12)TYPE OF REQUEST AND DETAILS OF HOW FUNDS WILL BE DEPLOYED;13)TARGET POPULATION:14)TOTAL ANNUAL BUDGET & PROJECT OR CAPITAL BUDGET;15)PERIOD OF TIME THIS GRANT WILL COVER;16)ORGANIZATIONAL STRUCTURE, SIZE AND CONSTITUENTS;17)FISCAL YEAR END | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE TO BE RECEIVED BY FEBRUARY 1, MAY 1, AUGUST 1 & NOVEMBER 1 OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE MASSACHUSETTS CHARITABLE CORPORATIONS OR TRUSTS WHO ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE IRS CODE AND ARE PUBLICLY SUPPORTED UNDER SECTIONS 509(A)(1) OR 509(A)(2). THEY MUST SERVE THE RESIDENTS OF THE BOSTON NEIGHBORHOODS OF HYDE PARK, WEST ROXBURY, DORCHESTER, JAMAICA PLAIN, MATTAPAN, ROSLINDALE, ROXBURY, AND SOUTH BOSTON AS WELL AS MUNICIPALITIES OF BROOKLINE, CANTON, DEDHAM, DOVER, EASTON, FOXBOROUGH, MANSFIELD, MEDFIELD, MILTON, NEEDHAM, NORWOOD, RANDOLPH, SHARON, NEWTON, STOUGHTON, WALPOLE AND WESTWOOD. NO GRANTS WILL BE AWARDED TO INDIVIDUALS, PRIVATE FOUNDATIONS, NATIONAL ORGANIZATIONS, ANNUAL GIVING CAMPAIGNS OR TO STATE AND FEDERAL AGENCIES. DIRECTORS WILL NOT CONSIDER MORE THAN ONE APPLICATION FROM AN ORGANIZATION IN THE SAME CALENDAR YEAR, EXCEPT FOR SUMMER YOUTH PROGRAMS AND WILL NOT CONSIDER A PROPOSAL FROM AN ORGANIZATION PREVIOUSLY FUNDED UNTIL A FULL REPORT OF THE EXPENDITURES OF THE PREVIOUS GRANT HAS BEEN SUBMITTED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (136 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR LUPUS RESEARCH | |||||||
| 275 MADISON AVENUE 10TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | PROGRAM SUPPORT | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE 1700 | CHICAGO | IL | 60601 | N/A | PC | PROGRAM SUPPORT | $435 |
| AMERICA SCORES NEW ENGLAND | |||||||
| 284 AMORY ST | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $100 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | N/A | PC | PROGRAM SUPPORT | $150 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | PROGRAM SUPPORT | $25 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | PROGRAM SUPPORT | $50 |
| AMERICAN NATIONAL SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | N/A | PC | PROGRAM SUPPORT | $75 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| ATHLETES UNLIMITED | |||||||
| PO BOX 66163 | NEWTON | MA | 02466 | N/A | PC | PROGRAM SUPPORT | $100 |
| BARBELLS FOR BOOBS | |||||||
| 3011 S CRODDY WAY | SANTA ANA | CA | 92704 | N/A | PC | PROGRAM SUPPORT | $50 |
| BAY STATE COMMUNITY SERVICES INC | |||||||
| 1120 HANCOCK ST | QUINCY | MA | 02169 | N/A | PC | PROGRAM SUPPORT | $150 |
| BIG BROTHERS BIG SISTERS OF MASS BAY INC | |||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $250 |
| BOSTON CARES INC | |||||||
| 90 CANAL ST 610 | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $25 |
| BOSTON CITY SINGERS INC | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $50 |
| BOSTON COLLEGE TRUSTEES | |||||||
| 140 BEACON ST 1 | CHESTNUT HILL | MA | 02467 | N/A | PC | PROGRAM SUPPORT | $2,575 |
| BOSTON COMMUNITY LEADERSHIP ACADEMY | |||||||
| 655 METROPOLITAN AVE | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOSTON LATIN SCHOOL ASSOCIATION | |||||||
| 78 AVENUE LOUIS PASTEUR | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $50 |
| BOSTON LOCAL DEVELOPMENT CORP | |||||||
| 22 DRYDOCK AVE 307 | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOSTON MEDICAL CENTER CORP | |||||||
| 1 BOSTON MEDICAL CENTER PL | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $2,700 |
| BOSTON YOUTH SANCTUARY | |||||||
| 2216 DORCHESTER AVE | DORCHESTER CENTER | MA | 02124 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BROAD INSTITUTE INC | |||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | N/A | PC | PROGRAM SUPPORT | $250 |
| BROOKLINE PUBLIC SCHOOLS | |||||||
| 115 GREENOUGH STREET | BROOKLINE | MA | 02445 | N/A | GOV | PROGRAM SUPPORT | $2,500 |
| BUCKINGHAM BROWNE AND NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CAMP FATIMA INC | |||||||
| 32 FATIMA ROAD | GILMANTON IRON WORKS | NH | 03837 | N/A | PC | PROGRAM SUPPORT | $500 |
| CANTON ASSOC OF PARENTS AND TEACHERS | |||||||
| 960 WASHINGTON STREET | CANTON | MA | 02021 | N/A | PC | PROGRAM SUPPORT | $75 |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| CATHOLIC MEMORIAL HIGH SCHOOL | |||||||
| 235 BAKER ST | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $1,250 |
| CHILDREN'S ADVOCACY CENTER OF SUFFOLK COUNTY | |||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $25 |
| CHILDREN'S HOSPITAL CORPORATION | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $275 |
| CHILDRENS MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | N/A | PC | PROGRAM SUPPORT | $100 |
| CITY MISSION SOCIETY OF BOSTON INC | |||||||
| 14 BEACON ST 203 | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| CJ PRESCOTT ELEMENTARY SCHOOL | |||||||
| 66 RICHLAND RD | NORWOOD | MA | 02062 | N/A | GOV | PROGRAM SUPPORT | $3,000 |
| COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01610 | N/A | PC | PROGRAM SUPPORT | $2,550 |
| COMMUNITY SERVINGS INC | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CONGREGATION OF SISTERS OF ST JOSEPH | |||||||
| 637 CAMBRIDGE ST | BRIGHTON | MA | 02135 | N/A | PC | PROGRAM SUPPORT | $500 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | N/A | PC | PROGRAM SUPPORT | $1,200 |
| COOPERATIVE ELDER SERVICES INC | |||||||
| 9 MERIAM STREET SUITE 28 | LEXINGTON | MA | 02420 | N/A | PC | PROGRAM SUPPORT | $1,260 |
| CRADLES TO CRAYONS | |||||||
| 155 N BEACON ST | BRIGHTON | MA | 02135 | N/A | PC | PROGRAM SUPPORT | $50 |
| CYRUS PIERCE MIDDLE SCHOOL | |||||||
| 10 SURFSIDE ROAD | NANTUCKET | MA | 02554 | N/A | GOV | PROGRAM SUPPORT | $4,869 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | N/A | PC | PROGRAM SUPPORT | $450 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PC | PROGRAM SUPPORT | $693 |
| DAVID DAWES NEE II FOUNDATION | |||||||
| PO BOX 231487 | NEW YORK | NY | 10023 | N/A | PC | PROGRAM SUPPORT | $250 |
| DEDHAM COUNTRY DAY SCHOOL | |||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | N/A | PC | PROGRAM SUPPORT | $250 |
| DEDHAM SQUARE CIRCLE | |||||||
| PO BOX 593 | DEDHAM SQUARE | MA | 02027 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | N/A | PC | PROGRAM SUPPORT | $100 |
| FA CLEVELAND ELEMENTARY SCHOOL | |||||||
| 380 NICHOLS ST | NORWOOD | MA | 02062 | N/A | GOV | PROGRAM SUPPORT | $2,169 |
| FAMILY COOPERATIVE INC | |||||||
| 46 BELMONT STREET | WATERTOWN | MA | 02472 | N/A | PC | PROGRAM SUPPORT | $500 |
| FOSTER PARROTS LTD | |||||||
| 35 VERNON STREET | ROCKLAND | MA | 02370 | N/A | PC | PROGRAM SUPPORT | $100 |
| FRIENDSHIP HOME INC | |||||||
| 458 MAIN STREET | NORWELL | MA | 02061 | N/A | PC | PROGRAM SUPPORT | $500 |
| FUND FOR CATHOLIC SCHOOLS INC | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | PROGRAM SUPPORT | $5,250 |
| HAND DELIVERED HOPE | |||||||
| PO BOX 189 | EAST BRIDGEWATER | MA | 02333 | N/A | PC | PROGRAM SUPPORT | $200 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | PROGRAM SUPPORT | $250 |
| HOLY FAMILY HOSPITAL OF BETHLEHEM FOUDATION | |||||||
| 2000 P ST NW 310 | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM SUPPORT | $1,150 |
| HOMESTART INC | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $2,027 |
| HYDE PARK ART ASSOCIATION | |||||||
| 26 CENTRAL AVE | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $9,790 |
| HYDE PARK EMERGENCY FOOD PANTRY | |||||||
| 1179 RIVER STREE | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $60 |
| HYDE PARK MAIN STREETS INC | |||||||
| 11 FAIRMONT AVENUE SUITE 109 | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $50 |
| HYDE PARK YOUTH HOCKEY INC | |||||||
| PO BOX 365897 | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $150 |
| HYPERACUSIS RESEARCH LIMITED INC | |||||||
| PO BOX 1295 | MARLBORO | MA | 01752 | N/A | PC | PROGRAM SUPPORT | $250 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD STE 102PMB 609 | OCEANSIDE | CA | 92057 | N/A | PC | PROGRAM SUPPORT | $50 |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4600 DEVITT DRIVE | CINCINNATI | OH | 45246 | N/A | PC | PROGRAM SUPPORT | $25 |
| JAMMIN WIZARD | |||||||
| 5 TILDEN ROAD | CANTON | MA | 02021 | N/A | PC | PROGRAM SUPPORT | $1,305 |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 160 GOULD STREET | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $13,000 |
| LAFAYETTE COLLEGE | |||||||
| 730 HIGH STREET | EASTON | PA | 18042 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| LAHEY CLINIC FOUNDATION INC | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | N/A | PC | PROGRAM SUPPORT | $5,500 |
| LASELL COLLEGE | |||||||
| 1844 COMMONWEALTH AVENUE | NEWTON | MA | 02466 | N/A | PC | PROGRAM SUPPORT | $200 |
| LEXINGTON HISTORICAL SOCIETY | |||||||
| 13 DEPOT SQUARE | LEXINGTON | MA | 02420 | N/A | PC | PROGRAM SUPPORT | $200 |
| MAKE A WISH FOUNDATION | |||||||
| 1 BULFINCH PL | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $100 |
| MARCH OF DIMES FOUNDATION | |||||||
| 112 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | N/A | PC | PROGRAM SUPPORT | $250 |
| MARTHA JONES ELEMENTARY SCHOOL | |||||||
| 80 MARTHA JONES ROAD | WESTWOOD | MA | 02090 | N/A | GOV | PROGRAM SUPPORT | $1,970 |
| MARTHA JONES PARENT-TEACHER ORGANIZATION | |||||||
| 80 MARTHA JONES ROAD | WESTWOOD | MA | 02090 | N/A | PC | PROGRAM SUPPORT | $40 |
| MAY INSTITUTE INC | |||||||
| 596 SUMMER STREET | BROCKTON | MA | 02302 | N/A | PC | PROGRAM SUPPORT | $667 |
| MIAMI UNIVERSITY FOUNDATION INC | |||||||
| 725 E CHESTNUT STREE | OXFORD | OH | 45046 | N/A | PC | PROGRAM SUPPORT | $250 |
| MILITARY ROTARY FOUNDATION | |||||||
| 300 S FLOWER STREET | ORANGE | CA | 92868 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| MILTON FOUNDATION FOR EDUCATION | |||||||
| PO BOX 223 | MILTON | MA | 02186 | N/A | PC | PROGRAM SUPPORT | $530 |
| MILTON HIGH SCHOOL | |||||||
| 25 GILE ROAD | MILTON | MA | 02186 | N/A | GOV | PROGRAM SUPPORT | $1,195 |
| MILTON POLICE CHARITABLE FOUNDATION INC | |||||||
| PO BOX 811 | MILTON | MA | 98354 | N/A | PC | PROGRAM SUPPORT | $100 |
| MOTHER BROOK ARTS AND COMMUNITY CENTER INC | |||||||
| 123 HIGH STREET | DEDHAM | MA | 02027 | N/A | PC | PROGRAM SUPPORT | $100 |
| NANTUCKET BOYS AND GIRLS CLUB | |||||||
| 61 SPARKS AVENUE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| NANTUCKET MARIA MITCHELL ASSOCIATION | |||||||
| 89 NANTUCKET AVE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| NANTUCKET SAFE HARBOR FOR ANIMALS INC | |||||||
| 21 CROOKED LANE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 85 ASTOR AVENUE | NORWOOD | MA | 02062 | N/A | PC | PROGRAM SUPPORT | $50 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 101A 1ST AVE | WALTHAM | MA | 02451 | N/A | PC | PROGRAM SUPPORT | $100 |
| NEIGHBORHOOD HOUSING SERVICES OF SOUTH SHORE | |||||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | N/A | PC | PROGRAM SUPPORT | $150 |
| NEPONSET RIVER WATERSHED ASSOCIATION | |||||||
| 2173 WASHINGTON ST | CANTON | MA | 02021 | N/A | PC | PROGRAM SUPPORT | $5,348 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM SUPPORT | $374 |
| NEW ENGLAND LEGAL FOUNDATION | |||||||
| 150 LINCOLN STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $250 |
| NIANCTIC ROTARY FOUNDATION INC | |||||||
| PO BOX 339 | NIANTIC | CT | 06357 | N/A | PC | PROGRAM SUPPORT | $250 |
| PALLIATIVE AND SUPPORTIVE CARE OF NANTUCKET FOUNDATION INC | |||||||
| 57 S PROSPECT ST | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $1,750 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $19,603 |
| PARENTS AND FRIENDS OF LESBIANS AND GAYS INC | |||||||
| 85 RIVER STREET SUITE 3A | WALTHAM | MA | 02453 | N/A | PC | PROGRAM SUPPORT | $550 |
| PARTNERS HEALTHCARE SYSTEM INC | |||||||
| 116 HUNTINGTON AVENUE 5TH FLOOR | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $300 |
| PATRICK LYNDON PILOT SCHOOL | |||||||
| 20 MOUNT VERMON STREET | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $250 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $100 |
| PREPARATORY FOUNDATION INC | |||||||
| 1286 HYDE PARK AVE | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $4,940 |
| PROJECT ALS INC | |||||||
| 801 RIVERSIDE DRIVE SUITE 6G | NEW YORK | NY | 10032 | N/A | PC | PROGRAM SUPPORT | $50 |
| PROJECT BREAD - THE WALK FOR HUNGER INC | |||||||
| 145 BOARDER STREET | EAST BOSTON | MA | 02128 | N/A | PC | PROGRAM SUPPORT | $2,090 |
| PROJECT PURPLE INC | |||||||
| PO BOX 131 | PORTSMOUTH | RI | 02871 | N/A | PC | PROGRAM SUPPORT | $100 |
| PROPRIETORS OF THE BOSTON ATHENAEUM | |||||||
| 100 BEACON STREET | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $100 |
| PROVINCETOWN AIDS SUPPORT GROUP | |||||||
| 336 COMMERCIAL STREET 10 | PROVINCETOWN | MA | 02657 | N/A | PC | PROGRAM SUPPORT | $100 |
| READ TO A CHILD | |||||||
| 20 WILLIAM STREET G25 | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ROSLINDALE FOOD PANTRY | |||||||
| 25 CUMMINS HWY | ROSLINDALE | MA | 02131 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ROXBURY LATIN SCHOOL INC | |||||||
| 101 ST THERESA AVENUE | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $300 |
| SAINT MARY'S HIGH SCHOOL | |||||||
| 35 TREMONT STREET | LYNN | MA | 01902 | N/A | PC | PROGRAM SUPPORT | $100 |
| SALVATION ARMY | |||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | N/A | PC | PROGRAM SUPPORT | $200 |
| SAVE THE HARBOR SAVE THE BAY | |||||||
| 212 NORTHERN AVE 304 | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| SMALL FRIENDS ON NANTUCKET INC | |||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | N/A | PC | PROGRAM SUPPORT | $750 |
| SOUTH SHORE INITIATIVE CORP | |||||||
| 75 FINNELL DRIVE | WEYMOUTH | MA | 02188 | N/A | PC | PROGRAM SUPPORT | $500 |
| SOUTHWEST BOSTON SENIOR SERVICES INC | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $50 |
| SOVEREIGN MILITARY HOSPITALLER ORDER | |||||||
| 1011 FIRST AVE 1350 | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| SPECIAL OLYMPIC MASSACHUSETTES | |||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | N/A | PC | PROGRAM SUPPORT | $50 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | PROGRAM SUPPORT | $50 |
| SUSTAINABLE BRAINTREE | |||||||
| 1 JOHN F KENNEDY MEMORIAL DR | BRAINTREE | MA | 02184 | N/A | PC | PROGRAM SUPPORT | $50 |
| SWIM ACROSS AMERICA | |||||||
| 14 BLUEBIRD LANE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $200 |
| THEATRE OFFENSIVE INC | |||||||
| 565 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| THETA DELTA CHI EDUCATIONAL FOUNDATION | |||||||
| 214 LEWIS WHARF | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $350 |
| THOMAS M MENINO YMCA | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $50 |
| THREE SQUARES NEW ENGLAND | |||||||
| 56 GLENRIDGE ROAD | DEDHAM | MA | 02026 | N/A | PC | PROGRAM SUPPORT | $50 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 1 SILBER WAY | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $100 |
| UNITED WAY OF TRI COUNTY INC | |||||||
| 46 PARK STREET | FRAMINGHAM | MA | 01702 | N/A | PC | PROGRAM SUPPORT | $50 |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | |||||||
| 225 FRANKLIN STREET 1ST FLOOR | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $200 |
| URBAN EDGE HOUSING CORP | |||||||
| 1542 COLUMBUS AVENUE | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| URBAN LEAGUE OF EASTERN MASS INC | |||||||
| 88 WARREN STREET | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| URBAN SCIENCE ACADEMY | |||||||
| 1205 VFW PKWY | WEST ROXBURY | MA | 02132 | N/A | GOV | PROGRAM SUPPORT | $5,000 |
| US CATHOLIC CONFERENCE - CATHOLIC MEMORIAL SCHOOL | |||||||
| 2078 CENTRE STREET | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $8,169 |
| US CATHOLIC CONFERENCE - ST CATHERINE SCHOOL | |||||||
| 547 WASHINGTON STREET | NORWOOD | MA | 02062 | N/A | PC | PROGRAM SUPPORT | $1,526 |
| VITFRIENDS VITILGO SUPPORT GROUP INC | |||||||
| 7 FRAZER STREET | BOSTON | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $25 |
| WEDIKO CHILDRENS SERVICES INC | |||||||
| 72-74 EAST DEDHAM STREET | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $10,250 |
| WELLESLEY FREE LIBRARY FOUNDATION INC | |||||||
| 530 WASHINGTON STREET | WELLESLEY | MA | 02482 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| WESTWOOD HIGH SCHOOL | |||||||
| 200 NAHATAN ST | WESTWOOD | MA | 02090 | N/A | GOV | PROGRAM SUPPORT | $2,400 |
| WHITE AISLE FOUNDATION INC | |||||||
| 5805 DALE ROAD | BALTIMORE | MD | 21209 | N/A | PC | PROGRAM SUPPORT | $100 |
| WHITE HERON THEATER COMPANY | |||||||
| 5 N WATER ST | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| WILLIAMS COLLEGE | |||||||
| 880 MAIN ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | PROGRAM SUPPORT | $100 |
| YMCA OF GREATER BOSTON INC | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $18,300 |
| YOGA REACHES OUT | |||||||
| 13 SMOKEY HILL ROAD | WAYLAND | MA | 01778 | N/A | PC | PROGRAM SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $262,035 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,538 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,098 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE HILLS BANK CORP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIVER RIDGE DRIVE 300 | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDELSTEIN & COMPANY, LLP | CategoryTxt |
| Amt | $8,882 | Amt |
| Net Investment Income | $4,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,441 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $2,867,903 | EOYBookValueAmt |
| EOYFMV | $2,867,903 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,668 | $0 | $3,668 |
| FEDEX AND POSTAGE | $508 | $0 | $508 |
| SUPPLIES | $3,167 | $0 | $3,167 |
| ADMINISTRATIVE CHARGES | $62,964 | $0 | $62,964 |
| STATE FILING FEES | $70 | $0 | $70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $106,373 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM CONSULTANTS | $8,330 | $0 | $8,080 |
| GRANT MANAGEMENT | $27,401 | $0 | $27,401 |
| EVERFI FINANCIAL LITERACY | $14,100 | $0 | $14,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |