INDEPENDENT UNIVERSITY ALUMNI ASSOCIATION AT LOWELL INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT UNIVERSITY ALUMNI ASSOCIATION AT LOWELL INC (EIN 04-2052723)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-08
- IRS object ID
- 201633139349100148
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-08T15:52:10-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263582184 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIN BOURRET JARRY & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1595 LAKEVIEW AVENUE | AddressLine1Txt |
| City | DRACUT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01826 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042052723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT UNIVERSITY ALUMNI | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION AT LOWELL INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 9784546335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 242 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD DONALDSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9784546335 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN R BOURRET | PreparerPersonNm |
| PTIN | P00042047 | PTIN |
| Phone | 9789571421 | 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) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,308,274 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,935 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $242,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $242,593 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $242,593 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $247,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $449,861 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $92,627 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $92,627 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $588,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,595 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $335,222 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,597 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $18,661 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $19,171 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,322 | AccountingFeesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $57 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $77,222 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $167,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $369,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $219,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,595 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $335,222 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,119 | CashBOYAmt |
| Cash EOY | $106,375 | CashEOYAmt |
| Cash EOYFMV | $106,375 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $211,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $201,092 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $201,092 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,279 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,044 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,044 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,596,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,994,763 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,994,763 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,231 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,734 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $554 | LandBOYAmt |
| Land EOY | $497 | LandEOYAmt |
| Land EOYFMV | $5,000 | LandEOYFMVAmt |
| Other Assets BOY | $2,361 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,361 | OtherAssetsEOYAmt |
| Total Assets BOY | $7,922,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,306,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,308,274 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,140 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,955 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,361 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,361 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,316 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,891,890 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,984,049 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $156,887 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $130,844 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $5,859,853 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $6,177,923 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,908,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,292,816 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,922,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,306,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,908,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $219,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $165,151 | OtherIncreasesAmt |
| Subtotal | $8,292,816 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,292,816 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,852 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,852 | SubtotalAmt |
| Tax Based On Investment Income | $4,852 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $137 | EsPenaltyAmt |
| Tax Due | $4,989 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.IUAAL.ORG | WebsiteAddressTxt |
| Individual With Books | RICHARD DONALDSON | IndividualWithBooksNm |
| Phone | 9784546335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 242 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD RUSSELL | ||||||||
| 3 MANSFIELD DRIVE | CHELMSFORD | MA | 01824 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KEVIN D SHANAHAN | ||||||||
| 13 WINTERBERRY ROAD | PELHAM | NH | 03076 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| THOMAS J VAUGHN | ||||||||
| 28 RANLETT LANE | BILLERICA | MA | 01821 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RICHARD DONALDSON | ||||||||
| 34 FREEMAN ROAD | CHELMSFORD | MA | 01824 | TREASURER | 2.00 | $0 | $0 | $0 |
| MICHAEL ALPERT | ||||||||
| 94 COUNTRY PLACE | CORDOVA | TN | 38018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY ANN KITROSSER | ||||||||
| 788 LOWELL ROAD | CARLISLE | MA | 01741 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE L DUGGAN | ||||||||
| 15 RIVIERA ROAD | HUDSON | NH | 03051 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN T O'DONNELL | ||||||||
| 44 ANN STREET | VERONA | NJ | 07044 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WALTER F DAWSON | ||||||||
| 28 MCKINLEY AVENUE | LOWELL | MA | 01851 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARTHUR P MILLER | ||||||||
| 81 POINT STREET | BERKLEY | MA | 02779 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS O'DONNELL | ||||||||
| 32 GLADDING ROAD | CALDWELL | NJ | 07006 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH F DIXON | ||||||||
| 96 SOUTH ROAD | BEDFORD | MA | 01730 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES L SWARTZ | ||||||||
| 220 MAHAFFY ROAD | GREENWICH | NY | 12834 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICIA GARDNER | ||||||||
| 86 BLUFF STREET | SALEM | NH | 03079 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY GAIL JAGGERS | ||||||||
| 5 COOLIDGE DRIVE | TYNGSBORO | MA | 01879 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DRUCILLA FITZGERALD | ||||||||
| 29 TYLER STREET | SALEM | NH | 03079 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $4,852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,852 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $202,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $202,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $202,500 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $202,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $202,500 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $202,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $202,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD DONALDSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 242 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9784546335 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE AT THE INDEPENDENT UNIVERSITY ALUMNI ASSOCIATION OFFICE LOCATED AT 100 UNIVERSITY AVENUE, LOWELL, MASSACHUSETTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS PROVIDED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| COLLEGE STUDENTS | |||||
| VARIOUS | VARIOUS | MA | 01853 | COLLEGE TUITION ASSISTANCE | $197,500 |
| UMASS-LOWELL DEPARTMENTS | |||||
| VARIOUS | VARIOUS | MA | 01853 | RESEARCH PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,064 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $242,593 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $247,408 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALUMNI GROUP INS ROYALTIES | Desc |
| Related Or Exempt Function Incm | $74,563 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $582,630 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $582,630 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $11,322 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE FURNISHINGS | 1978-12-15 | $390 | $390 | S/L | 10.0000 | |
| 2 LEGAL FILE CABINETS | 1979-02-15 | $1,101 | $1,101 | S/L | 10.0000 | |
| OFFICE FURNISHINGS | 1980-03-22 | $375 | $375 | S/L | 10.0000 | |
| FOLDING MACHINE | 1980-05-30 | $941 | $941 | S/L | 10.0000 | |
| 2 STENO CHAIRS | 1983-08-08 | $178 | $178 | S/L | 10.0000 | |
| 1 PRINTER STAND/CONNECTOR | 1985-09-30 | $187 | $187 | S/L | 7.0000 | |
| 1 REFRIGERATOR | 1987-03-02 | $150 | $150 | 200DB | 7.0000 | |
| 1 5 SHELF OAK BOOKCASE | 1989-05-22 | $213 | $213 | 200DB | 7.0000 | |
| CARRIER AIR CONDITIONER | 1988-07-22 | $500 | $500 | S/L | 7.0000 | |
| COMPUTER DESK AND HUTCH | 1990-05-07 | $421 | $421 | 200DB | 7.0000 | |
| 2 DRAWER FILE CABINET | 1990-05-07 | $75 | $75 | 200DB | 7.0000 | |
| U MASS LOWELL ARM CHAIR (DISPLAY) | 1992-04-01 | $156 | $156 | 200DB | 7.0000 | |
| OFFICE TELEPHONE | 1993-12-21 | $127 | $127 | 200DB | 7.0000 | |
| CARPETING - BLUE HILL 30 OZ | 1994-04-14 | $1,760 | $1,206 | S/L | 31.0000 | $57 |
| SEAL ONLY MACHINE/MODEL 5621 | 1980-09-26 | $2,520 | $2,520 | S/L | 10.0000 | |
| AMANA AIR CONDITIONER | 1995-05-31 | $680 | $680 | 200DB | 5.0000 | |
| OFFICE FURN, TABLE, BOOKCASES, SHELVES, | 1994-12-20 | $6,443 | $6,443 | 200DB | 7.0000 | |
| MICROWAVE OVEN | 1997-06-24 | $140 | $140 | 200DB | 5.0000 | |
| LASER PRINTER | 1997-09-02 | $385 | $385 | 200DB | 5.0000 | |
| SAVIN COPIER | 2002-06-29 | $6,740 | $6,740 | 200DB | 7.0000 | |
| CONFERENCE CALL EQUIPMENT | 2002-04-29 | $605 | $605 | 200DB | 5.0000 | |
| PANAFAX UF790 FACSIMILE | 2002-04-07 | $995 | $995 | 200DB | 7.0000 | |
| SYLVANIA TV/VCR COMBO | 2004-03-15 | $120 | $120 | 200DB | 5.0000 | |
| DELL COMPUTER | 2005-01-19 | $1,759 | $1,759 | 200DB | 5.0000 | |
| COMPUTER | 2010-04-20 | $951 | $951 | 200DB | 5.0000 | |
| HP COMPUTER | 2011-07-20 | $1,319 | $1,319 | 200DB | 5.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| EASTMAN CHEMICAL COMPANY | 2003-09 | PURCHASE | 2015-07 | $78,911 | $17,915 | $60,996 |
| KRAFT FOODS GROUP INC | PURCHASE | 2015-07 | $22,869 | $22,869 | ||
| AGL RESOURCES INC | PURCHASE | 2015-10 | $155,840 | $100,888 | $54,952 | |
| COLUMBIA PIPELINE GRP INC | PURCHASE | 2016-03 | $61,742 | $33,222 | $28,520 | |
| COLUMBIA PIPELINE GRP INC | 2015-10 | PURCHASE | 2016-03 | $6,860 | $6,022 | $838 |
| BAXALTA INC | 1993-11 | PURCHASE | 2016-06 | $27,698 | $2,928 | $24,770 |
| PIEDMONT NATURAL GAS | 2006-07 | PURCHASE | 2016-06 | $95,765 | $41,303 | $54,462 |
| SHIRE PLC | 2016-06 | PURCHASE | 2016-06 | $176 | $175 | $1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES - TRUST FUNDS - CO | StockNm |
| EOY Book Value | $7,994,763 | EOYBookValueAmt |
| EOYFMV | $7,994,763 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $29,231 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $28,734 | AccumulatedDepreciationAmt |
| Book Value | $497 | BookValueAmt |
| EOYFMV | $5,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $19,171 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM ENDOWMENT FUND | Desc |
| BOY Book Value | $2,361 | BOYBookValueAmt |
| EOY Book Value | $2,361 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MANAGEMENT FEES - TRUST | $46,652 |
| SCHOLARSHIP BANQUET | $9,068 |
| OFFICE SUPPLIES AND EXPENSE | $3,594 |
| INSURANCE | $3,440 |
| OFFICE TELEPHONE | $3,081 |
| MISCELLANEOUS | $2,232 |
| SPECIAL UNIVERSITY ACTIVITIES | $2,000 |
| BOARD MTGS/CHAPTER EXPENSES | $1,844 |
| AWARDS/RECOGNITION EXPENSE | $1,531 |
| MEMBERSHIP SUPPLIES | $1,337 |
| ALUMNI RELATIONS | $1,110 |
| OFFICE POSTAGE | $973 |
| ADVERTISING | $299 |
| FOREIGN TAXES | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MEMBERSHIP DUES | $18,064 | $18,064 |
| ALUMNI GROUP INS ROYALTIES | $74,563 | $74,563 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZEDS GAIN IN INVESTMENT STOCK PORTFOLIO | Desc |
| Amt | $165,151 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OPERATING FUND | Desc |
| BOY Book Value | $2,361 | BOYBookValueAmt |
| EOY Book Value | $2,361 | EOYBookValueAmt |
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