BLUE HILLS BANK CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HILLS BANK CHARITABLE FOUNDATION (EIN 27-4283786)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349101825
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T11:34:51-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-08 | 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 | 2016-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,063,981 | 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 |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,381 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $435,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,645 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $146,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,029 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $48,240 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $48,240 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,100 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,100 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,784 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,784 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,324 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,193 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,193 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $524,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $510,517 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$378,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,729 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,858 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,858 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,564,260 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,021,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,021,123 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,616,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,063,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,063,981 | 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 | $3,616,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,063,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,616,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,063,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,616,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,063,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,616,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$378,938 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,237,771 | SubtotalAmt |
| Other Decreases | $173,790 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,063,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $435,076 | $369,348 | $65,728 | $65,728 | |
| CAPITAL GAINS DIVIDENDS | $917 | $917 | $917 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,645 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,035,897 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,946,141 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.262509 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $620,928 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,307,934 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.144136 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $383,057 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,654,847 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104808 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,563 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,266,168 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,150,360 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.571022 | TotalDistributionRt |
| Average Distribution | 0.114204 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,290,241 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $375,759 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $377,196 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $510,517 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,437 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,437 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,537 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,137 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,700 | OverpaymentAmt |
| Applied To ES Tax | $1,700 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYNNE SMITH QUARCOO | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $1,250 | $0 | $0 |
| 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 | $1,750 | $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 | ||||||||
| 500 RIVER RIDGE DR STE 300 | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $1,500 | $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 | $3,292,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,340,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,340,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,290,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,437 | TotalTaxAmt |
| Distributable Before Adj | $163,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,075 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $510,517 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $510,517 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,437 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $509,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $34,711 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $203,875 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $412,469 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $864,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,515,833 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $510,517 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,075 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $347,442 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,863,275 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,863,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,711 | ExcessFromYear4Amt |
| Excess From Year3 | $203,875 | ExcessFromYear3Amt |
| Excess From Year2 | $412,469 | ExcessFromYear2Amt |
| Excess From Year1 | $864,778 | ExcessFromYear1Amt |
| Excess From Current Year | $347,442 | 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 (187 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SAFE PLACE INC | |||||||
| 5B WINDY WAY | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $50 |
| ACCION EAST INC | |||||||
| 10 FAWCETT STREET | CAMBRIDGE | MA | 02138 | N/A | PC | PROGRAM SUPPORT | $100 |
| ACCION EAST INC | |||||||
| 115 E 23RD STREET 7TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | HEALTH AND HUMAN SERVICES | $10,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE 1700 | CHICAGO | IL | 60601 | N/A | PC | PROGRAM SUPPORT | $200 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | N/A | PC | PROGRAM SUPPORT | $275 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | PROGRAM SUPPORT | $175 |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | |||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | N/A | PC | PROGRAM SUPPORT | $100 |
| AMERICAN SCORES NEW ENGLAND | |||||||
| 29 GERMANIA STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $100 |
| AUTISIM SPEAKS | |||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | N/A | PC | PROGRAM SUPPORT | $30 |
| AVON FOUNDATION FOR WOMEN | |||||||
| 1 AVON PLAZA | RYE | NY | 10580 | N/A | PC | PROGRAM SUPPORT | $150 |
| BABSON COLLEGE | |||||||
| PO BOX 53710 | BABSON PARK | MA | 02457 | N/A | COLLEGE | PROGRAM SUPPORT | $960 |
| BACK ON MY FEET | |||||||
| 426 EAST FIRST STREET | BOSTON | MA | 02127 | N/A | PC | PROGRAM SUPPORT | $100 |
| BEACON COMMUNITIES CHARITABLE FUND INC | |||||||
| 125 MARCER STREET | SOUTH BOSTON | MA | 02127 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| PO BOX 51597 | BOSTON | MA | 02205 | 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 | $500 |
| BIKES NOT BOMBS INC | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $250 |
| BOSTON COLLEGE - CADIGAN ALUMNI CENTER | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | PROGRAM SUPPORT | $2,475 |
| BOSTON GLOBE FOUNDATION INC | |||||||
| 135 MORRISSEY BLVD | BOSTON | MA | 02125 | N/A | PC | PROGRAM SUPPORT | $200 |
| BOSTON MARATHON JIMMY FUND WALK | |||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BROOKLINE | MA | 02445 | N/A | PC | PROGRAM SUPPORT | $460 |
| BOSTON MEDICAL CENTER | |||||||
| 801 MASSACHUSETTS AVE 1ST FLOOR | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $50 |
| BOSTON RENAISSANCE CHARTER PUBPLIC SCHOOL | |||||||
| 1415 HYDE PARK AVENUE | HYDE PARK | MA | 02136 | N/A | SCHOOL | PROGRAM SUPPORT | $250 |
| BOTTOM LINE INC | |||||||
| 500 ARMORY STREET | BOSTON | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $52 |
| BRIAN D SILBER MEMORIAL FUND | |||||||
| 18 HEATH ROAD | PEABODY | MA | 01960 | N/A | PC | PROGRAM SUPPORT | $250 |
| BROOKWOOD COMMUNITY FARM INC | |||||||
| 11 BLUE HILL RIVER ROAD | CANTON | MA | 02021 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BUCKINGHAM BROWNE AND NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | N/A | SCHOOL | PROGRAM SUPPORT | $1,000 |
| CAMP FATIMA INC | |||||||
| 32 FATIMA ROAD | GILMANTON IRON WORKS | NH | 03837 | N/A | PC | PROGRAM SUPPORT | $500 |
| CAMP HARBOR VIEW FOUNDATION INC | |||||||
| 200 CLARENDON STREET 60TH FLOOR | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $250 |
| CAPE COD HEALTHCARE INC | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CARDINAL CUSHING CENTERS INC | |||||||
| 405 WASHINGTON STREET | HANOVER | MA | 02339 | N/A | PC | PROGRAM SUPPORT | $500 |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| CATHOLIC MEMORIAL SCHOOL | |||||||
| 235 BAKER STREET | BOSTON | MA | 02132 | N/A | SCHOOL | PROGRAM SUPPORT | $1,750 |
| CLEVELAND ELEMENTARY SCHOOL | |||||||
| 380 NICHOLS STREET | NORWOOD | MA | 02062 | N/A | PC | PROGRAM SUPPORT | $914 |
| CM CALLAHAN SCHOOL | |||||||
| 116 GARFIELD AVENUE | NORWOOD | MA | 02062 | N/A | PC | EDUCATION | $5,137 |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | N/A | COLLEGE | EDUCATION | $1,250 |
| COMIC RELIEF INC | |||||||
| 488 MADISON AVENUE FLOOR 10 | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $200 |
| COMMUNITIES FOR PEOPLE INC | |||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COMMUNITY SERVINGS INC | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | N/A | PC | HEALTH AND HUMAN SERVICES | $5,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | N/A | COLLEGE | PROGRAM SUPPORT | $3,740 |
| COTTING SCHOOL | |||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | N/A | SCHOOL | PROGRAM SUPPORT | $100 |
| CURRY COLLEGE | |||||||
| 1071 BLUE HILL AVENUE | MILTON | MA | 02186 | N/A | COLLEGE | PROGRAM SUPPORT | $500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | N/A | PC | HEALTH AND HUMAN SERVICES | $300 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PC | HEALTH AND MEDICINE | $3,588 |
| DARTMOUTH-HITCHCOCK HEALTH - DHMC | |||||||
| DEVELOPMENT OFFICE | LEBANON | NH | 03756 | N/A | PC | PROGRAM SUPPORT | $513 |
| DEDHAM FOOD PANTRY CHARITABLE TR | |||||||
| 600 WASHINGTON STREET | DEDHAM | MA | 02026 | N/A | PC | HEALTH AND HUMAN SERVICES | $1,000 |
| DEDHAM HISTORICAL SOCIETY | |||||||
| 612 HIGH STREET | DEDHAM | MA | 02027 | N/A | PC | PROGRAM SUPPORT | $1,873 |
| 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 | $60 |
| DISABLED SPORTS USA | |||||||
| PO BOX 26 | LINCOLN | NH | 03251 | N/A | PC | PROGRAM SUPPORT | $100 |
| DOCTORS WITHOUT BOARDERS USA | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | PROGRAM SUPPORT | $650 |
| ECUMENICAL SOCIAL ACTION COMMITTEE | |||||||
| 3313 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ELIZABETH CLASER PEDIATRIC AIDS FOUNDATION | |||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM SUPPORT | $100 |
| EMERSON COLLEGE | |||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | COLLEGE | PROGRAM SUPPORT | $200 |
| FAMILY AND CHILDREN SERVICE OF NANTUCKET COUNTY INC | |||||||
| 17 SHERBURNE TURNPIKE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $3,500 |
| FAMILY COOPERATIVE INC | |||||||
| 46 BELMONT STREET | WATERTOWN | MA | 02472 | N/A | PC | PROGRAM SUPPORT | $500 |
| FATHER BILLS & MAINSPRING INC | |||||||
| 26 SPRING STREET | BROCKTON | MA | 02301 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FOSTER PARENTS LTD | |||||||
| 35 VERNON STREET | ROCKLAND | MA | 02370 | N/A | PC | PROGRAM SUPPORT | $100 |
| FOUNDERS FUND INC | |||||||
| 707 GULF PARK DRIVE | NAPLES | FL | 34108 | N/A | PC | PROGRAM SUPPORT | $100 |
| FRANCISCAN HOSPITAL FOR CHILDREN INC | |||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | N/A | PC | PROGRAM SUPPORT | $50 |
| FREE TO BREATHE | |||||||
| 1 POINT PLACE STE 200 | MADISON | WI | 53719 | N/A | PC | PROGRAM SUPPORT | $50 |
| FRIDAY NIGHT SUPPER PROGRAM INC | |||||||
| 351 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $3,500 |
| FRIENDS OF HYDE PARK BRANCH LIBRARY | |||||||
| 35 HARVARD AVENUE | HYDE PARK | MA | 02136 | N/A | PC | COMMUNITY SERVICE | $4,000 |
| FRIENDS OF NANTUCKET PUBLIC SCHOOLS | |||||||
| 10 SURFSIDE ROAD | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FRIENDS OF SHERBORN LIBRARY | |||||||
| PO BOX 134 | SHERBORN | MA | 01770 | N/A | PC | PROGRAM SUPPORT | $100 |
| FRIENDS OF WESTWOODS COUNCIL ON AGING INC | |||||||
| 210 NAHATAN STREET | WESTWOOD | MA | 02090 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| 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 | EDUCATION | $6,500 |
| GOSNOLD INC | |||||||
| 200 TER HEUN DRIVE | FALMOUTH | MA | 02540 | N/A | PC | PROGRAM SUPPORT | $25 |
| GREATER BOSTON NAZARENE COMPASSIONATE CENTER INC | |||||||
| 130 RIVER STREET | MATTAPAN | MA | 02126 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| HARVARD LAW SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | UNIVERSITY | PROGRAM SUPPORT | $250 |
| HILLSIDE SCHOOL PARENT TEACHER COUNCIL TRUST | |||||||
| 28 GLEN GARY ROAD | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $50 |
| HISTORIC BOSTON INC | |||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $100 |
| HOMESTART INC | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $1,250 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HOUSE OF POSSIBILITIES INC | |||||||
| 350 WASHINGTON STREET | EASTON | MA | 02356 | N/A | PC | HEALTH AND HUMAN SERVICES | $2,500 |
| HOUSING CORPORATION OF ARLINGTON | |||||||
| 20 ACADEMY STREET ROOM 203 | ARLINGTON | MA | 02476 | N/A | PC | PROGRAM SUPPORT | $100 |
| HYDE PARK MAIN STREETS INC | |||||||
| 11 FAIRMONT AVENUE SUITE 109 | HYDE PARK | MA | 02136 | N/A | PC | COMMUNITY SERVICE | $1,000 |
| INKY SANTAS TOY DRIVE INC | |||||||
| PO BOX 2595 | NANTUCKET | MA | 02584 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4600 DEVITT DRIVE | CINCINNATI | OH | 45246 | N/A | PC | PROGRAM SUPPORT | $750 |
| INTERSEMINARIAN PROJECT PLACE | |||||||
| 1145 WASHINGTON STREET STE 2 | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| JOHN P OLDHAM ELEMENTARY SCHOOL | |||||||
| 165 PROSPECT STREET | NORWOOD | MA | 02062 | N/A | SCHOOL | PROGRAM SUPPORT | $7,940 |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 296 NEWTON STREET STE 150 | WALTHAM | MA | 02453 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| LABOURE COLLEGE | |||||||
| 303 ADAMS STREET | MILTON | MA | 02186 | N/A | COLLEGE | PROGRAM SUPPORT | $150 |
| LAFAYETTE COLLEGE | |||||||
| 730 HIGH STREET | EASTON | PA | 18042 | N/A | COLLEGE | PROGRAM SUPPORT | $2,000 |
| LAHEY CLINIC FOUNDATION INC | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | N/A | PC | PROGRAM SUPPORT | $3,100 |
| LOUIS D BROWN PEACE INSTITUTE CORP | |||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $100 |
| LUPUS FOUNDATION OF AMERICA INC | |||||||
| 2000 L STREET NW STE 410 | WASHINGTON | DC | 20036 | N/A | PC | HEALTH AND MEDICINE | $250 |
| LUPUS FOUNDATION OF NEW ENGLAND INC | |||||||
| 40 SPEEN STREET 205 | FRAMINGHAM | MA | 01701 | N/A | PC | PROGRAM SUPPORT | $150 |
| MAB COMMUNITY SERVICES INC | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MARCH OF DIMES FOUNDATION | |||||||
| 112 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | N/A | PC | PROGRAM SUPPORT | $250 |
| MASSACHUSETTS DOWN SYNDROME CONGRESS INC | |||||||
| 20 BURLINGTON MALL ROAD STE 261 | BURLINGTON | MA | 01803 | N/A | PC | PROGRAM SUPPORT | $40 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| MATTAPAN GREATER BOSTON TECHNOLOGY LEARNING CENTER INC | |||||||
| 24 REGIS ROAD | MATTAPAN | MA | 02126 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| METROPOLITAN BOSTON HOUSING PARTNERSHIP INC | |||||||
| 125 LINCOLN STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MILTON FOUNDATION FOR EDUCATION | |||||||
| PO BOX 223 | MILTON | MA | 02186 | N/A | PC | EDUCATION | $600 |
| MILTON LIBRARY FOUNDATION INC | |||||||
| PO BOX 314 | MILTON | MA | 02186 | N/A | PC | PROGRAM SUPPORT | $350 |
| MIRACLE LEAGUE OF MASSACHUSETTS INC | |||||||
| PO BOX 524 | ACTON | MA | 01720 | N/A | PC | PROGRAM SUPPORT | $100 |
| MISERICORDIA HOME | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | N/A | PC | PROGRAM SUPPORT | $200 |
| MOTHER BROOK ARTS AND COMMUNITY CENTER INC | |||||||
| 123 HIGH STREET | DEDHAM | MA | 02027 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| MUSEUM OF AFRO AMERICAN HISTORY | |||||||
| 46 JOY STREET | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | PROGRAM SUPPORT | $150 |
| NANTUCKET BOYS AND GIRLS CLUB | |||||||
| 61 SPARKS AVENUE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| NANTUCKET COMMUNITY SAILING | |||||||
| 4 WINTER STREET | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,646 |
| NANTUCKET DREAMLAND THEATRE FOUNDATION | |||||||
| 17 S WATER STREET | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| 13 BROAD STREET | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| NANTUCKET INTERFAITH COUNCIL | |||||||
| 2 MADAKET ROAD | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| NEIGHBORHOOD HOUSING SERVICES OF SOUTH SHORE | |||||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | N/A | PC | PROGRAM SUPPORT | $2,394 |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||
| 125 PARKER STREET | BOSTON | MA | 02120 | N/A | PC | HEALTH AND MEDICIN | $3,900 |
| NEW ENGLAND LEGAL FOUNDATION | |||||||
| 150 LINCOLN STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $200 |
| NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 161 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PC | PROGRAM SUPPORT | $250 |
| NIANCTIC ROTARY FOUNDATION INC | |||||||
| PO BOX 339 | NIANTIC | CT | 06357 | N/A | PC | PROGRAM SUPPORT | $250 |
| NORTH SHORE MEDICAL CENTER INC | |||||||
| DEVELOPMENT DEPARTMENT | SALEM | MA | 01970 | N/A | PC | PROGRAM SUPPORT | $50 |
| NORWOOD HIGH SCHOOL | |||||||
| 245 NICHOLS STREET | NORWOOD | MA | 02062 | N/A | SCHOOL | PROGRAM SUPPORT | $1,560 |
| ORDER OF MALTA AMERICA | |||||||
| 1011 FIRST AVENUE ROOM 1350 | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $500 |
| PALLIATIVE AND SUPPORTIVE CARE OF NANTUCKET | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $4,500 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | HEALTH AND MEDICINE | $19,540 |
| PARENTS AND FRIENDS OF LESBIANS AND GAYS INC | |||||||
| 85 RIVER STREET SUITE 3A | WALTHAM | MA | 02453 | N/A | PC | PROGRAM SUPPORT | $700 |
| PARTNERS HEALTHCARE SYSTEM INC | |||||||
| 116 HUNTINGTON AVENUE 5TH FLOOR | BOSTON | MA | 02116 | N/A | PC | HEALTH AND HUMAN SERVICES | $10,000 |
| PATRICK LYNDON PILOT SCHOOL | |||||||
| 20 MOUNT VERMON STREET | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PEACE DEVELOPMENT FUND INC | |||||||
| PO BOX 40250 | SAN FRANCISCO | CA | 94140 | N/A | PC | PROGRAM SUPPORT | $100 |
| PILGRIM SOCIETY | |||||||
| 75 COURT STREET | PLYMOUTH | MA | 02360 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| PRESIDENT AND TRUSTEEES OF COLBY COLLEGE | |||||||
| 4335 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | N/A | COLLEGE | PROGRAM SUPPORT | $1,500 |
| PRINCETON PROSPECT FOUNDATION | |||||||
| PO BOX 15 | PRINCETON | NJ | 08542 | N/A | PC | PROGRAM SUPPORT | $50 |
| PROJECT BREAD - THE WALK FOR HUNGER INC | |||||||
| 145 BOARDER STREET | EAST BOSTON | MA | 02128 | N/A | PC | HEALTH AND HUMAN SERVICES | $925 |
| PROJECT HOPE LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICES | |||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | N/A | PC | HEALTH AND HUMAN SERVICES | $10,000 |
| PROVINCETOWN AIDS SUPPORT GROUP INC | |||||||
| PO BOX 1522 | 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 |
| RIDGE CHARITABLE TRUST INC | |||||||
| 700 WEST STREET | BRAINTREE | MA | 02184 | N/A | PC | PROGRAM SUPPORT | $500 |
| RISA S ROSENGARD FOUNDATION INC | |||||||
| 15 HAZEL LANE | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $200 |
| RODMAN RIDE FOR KIDS INC | |||||||
| 10 LINCOLN ROAD | FOXBOROUGH | MA | 02035 | N/A | PC | PROGRAM SUPPORT | $100 |
| ROGERSON COMMUNITIES | |||||||
| 60 JOY STREET | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ROOSEVELT K-8 SCHOOL | |||||||
| 95 NEEDHAM ROAD | HYDE PARK | MA | 02136 | N/A | SCHOOL | PROGRAM SUPPORT | $2,500 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $100 |
| ROXBURY LATIN SCHOOL INC | |||||||
| 101 ST THERESA AVENUE | WEST ROXBURY | MA | 02132 | N/A | SCHOOL | PROGRAM SUPPORT | $100 |
| SMALL ARMY FOR A CAUSE | |||||||
| 300 MASSACHUSETTS AVE 2ND FL | BOSTON | MA | 20115 | N/A | PC | PROGRAM SUPPORT | $250 |
| SMALL FRIENDS ON NANTUCKET INC | |||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | N/A | PC | PROGRAM SUPPORT | $3,750 |
| SOCIEDAD LATINA INC | |||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | N/A | PC | PROGRAM SUPPORT | $6,000 |
| SOPHIA SNOW HOUSE | |||||||
| 1215 CENTRE STREET | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| SOUTH SHORE HOSPITAL INC | |||||||
| 55 FOG ROAD | SOUTH WEYMOUTH | MA | 02190 | N/A | PC | PROGRAM SUPPORT | $150 |
| SOUTH SHORE INITIATIVE CORP | |||||||
| 75 FINNELL DRIVE | WEYMOUTH | MA | 02188 | N/A | PC | PROGRAM SUPPORT | $500 |
| SOUTH SHORE YOUNG MENS CHRISTIAN ASSOC | |||||||
| 91 LONGWATER CIRCLE | NORWELL | MA | 02061 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| SOUTHWEST BOSTON SENIOR SERVICES INC | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $6,000 |
| SPRINGWELL INC | |||||||
| 307 WAVERLEY OAKS RD 205 | WALTHAM | MA | 02452 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | PROGRAM SUPPORT | $760 |
| SWIM ACROSS AMERICA | |||||||
| 14 BLUEBIRD LANE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $100 |
| THE ARC OF SOUTH NORFOLK INC | |||||||
| 789 CLAPBOARD TREE STREET | WESTWOOD | MA | 02090 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $100 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS | |||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | N/A | PC | PROGRAM SUPPORT | $500 |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC | |||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | N/A | PC | PROGRAM SUPPORT | $100 |
| THE PREPARATORY FOUNDATION INC | |||||||
| 1286 HYDE PARK AVENUE | BOSTON | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $4,800 |
| 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 | $100 |
| THOMAS M MININO YMCA | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $8,100 |
| THREE SQUARES NEW ENGLAND | |||||||
| 56 GLENRIDGE ROAD | DEDHAM | MA | 02026 | N/A | PC | PROGRAM SUPPORT | $258 |
| TOGETHER YES INC | |||||||
| 396 WASHINGTON STREET | NORWOOD | MA | 02062 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 COLLEGE CENTER | PRINCETON | NJ | 08540 | N/A | UNIVERSITY | PROGRAM SUPPORT | $250 |
| TUCKER ELEMENTARY SCHOOL | |||||||
| 187 BLUE HILLSS PKWY | MILTON | MA | 02186 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| TUFTS MEDICAL CENTER PARENT INC | |||||||
| 800 WASHINGTON STREET 231 | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $400 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | PROGRAM SUPPORT | $820 |
| UNITED TEEN EQUALITY CENTER | |||||||
| 15 WARREN STREET 3 | LOWELL | MA | 01852 | N/A | PC | PROGRAM SUPPORT | $250 |
| UNITED WAY OF MASS BAY AND MERRIMACK VALLEY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $50 |
| UNIVERSITY OF MASSACHUSETTS AMHERST | |||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | N/A | UNIVERSITY | PROGRAM SUPPORT | $200 |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | |||||||
| 225 FRANKLIN STREET 1ST FLOOR | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $100 |
| 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 | HEALTH AND HUMAN SERVICES | $1,500 |
| URSULINE ACADEMY | |||||||
| 85 LOWDER STREET | DEDHAM | MA | 02026 | N/A | SCHOOL | PROGRAM SUPPORT | $4,798 |
| US CATHOLIC CONFERENCE - ST CATHERINE | |||||||
| 547 WASHINGTON STREET | NORWOOD | MA | 02062 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| US CATHOLIC CONFERENCE - ST THERESA | |||||||
| 2078 CENTRE STREET | WEST ROXBURY | MA | 02132 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| VIETNAM VETERANS WORKSHOP INC | |||||||
| 17 COURT STREET | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| VISITATION HOUSE INC | |||||||
| PO BOX 60115 | WORCESTER | MA | 01606 | N/A | PC | PROGRAM SUPPORT | $100 |
| VITFRIENDS VITILGO SUPPORT GROUP INC | |||||||
| 7 FRAZER STREET | BOSTON | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $40 |
| WALKBOSTON ONC | |||||||
| 45 SCHOOL STREET | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $50 |
| WALPOLE FRIENDS OF MUSIC | |||||||
| PO BOX 852 | WALPOLE | MA | 02081 | N/A | PC | PROGRAM SUPPORT | $250 |
| WEDIKO CHILDRENS SERVICES INC | |||||||
| 72-74 EAST DEDHAM STREET | BOSTON | MA | 02118 | N/A | PC | EDUCATION | $795 |
| WELLESLEY FREE LIBRARY FOUNDATION INC | |||||||
| 530 WASHINGTON STREET | WELLESLEY | MA | 02482 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| WEST END HOUSE CAMP INC | |||||||
| 294 ROAD BETWEEN THE PONDS | PARSONFIELD | ME | 04047 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| WEST ROXBURY ACADEMY | |||||||
| 1205 VFW PARKWAY | WEST ROXBURY | MA | 02132 | N/A | SCHOOL | PROGRAM SUPPORT | $2,500 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| 1 GUEST STREET | BRIGHTON | MA | 02135 | N/A | PC | PROGRAM SUPPORT | $100 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | PROGRAM SUPPORT | $100 |
| WILLIAM H GALVIN MIDDLE SCHOOL | |||||||
| 55 PECUNIT STREET | CANTON | MA | 02021 | N/A | SCHOOL | PROGRAM SUPPORT | $450 |
| WOMEN'S LUNCH PLACE INC | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $9,000 |
| WOUNDED WARRIOR PROJECT - JACKSONVILLE FL | |||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | N/A | PC | PROGRAM SUPPORT | $800 |
| XAVERIAN BROTHERS HIGH SCHOOL | |||||||
| 800 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | N/A | SCHOOL | PROGRAM SUPPORT | $5,000 |
| YMCA OF GREATER BOSTON INC | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $5,940 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON WEST ROXBURY YMCA | |||||||
| 15 BELLEVUE STREET | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $500 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON | |||||||
| 1137 RIVER STREET | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $6,000 |
| YOUTHBUILD BOSTON | |||||||
| 27 CENTRE STREET | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $3,500 |
| ZOO NEW ENGLAND | |||||||
| ONE FRANKLIN PARK ROAD | BOSTON | MA | 02121 | N/A | PC | PROGRAM SUPPORT | $160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,193 | 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 | $79,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,645 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $146,029 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,029 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $3,021,123 | EOYBookValueAmt |
| EOYFMV | $3,021,123 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $173,790 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,352 | $0 | $1,352 |
| FEDEX AND POSTAGE | $2,671 | $0 | $2,671 |
| SUPPLIES | $1,279 | $0 | $1,279 |
| ADMINISTRATIVE CHARGES | $31,482 | $0 | $31,482 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM CONSULTANTS | $7,710 | $0 | $7,710 |
| GRANT MANAGEMENT | $27,030 | $0 | $27,030 |
| EVERFI FINANCIAL LITERACY | $13,500 | $0 | $13,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $12,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |