SUZANNE BENNETT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SUZANNE BENNETT CHARITABLE FOUNDATION INC (EIN 46-1192399)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-02
- IRS object ID
- 201642469349100504
- Schema version
- 2015v2.0
- 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
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-02T10:26:26-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cody Cody & McCarthy LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pine Hill Drive Suite 501 | AddressLine1Txt |
| City | Quincy | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 | 461192399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE BENNETT CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUZA | BusinessNameControlTxt |
| Phone | 6174725151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CodyCodyMcCarthy1 Pine Hill | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T CODY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael T Cody | PreparerPersonNm |
| PTIN | P01300962 | PTIN |
| Phone | 6174725151 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $741,543 | 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 | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $34 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,316 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,316 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $272,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,326 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,676 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,350 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $6,281 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,711 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,117 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,117 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,095 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,817 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,350 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,808 | CashBOYAmt |
| Cash EOY | $52,873 | CashEOYAmt |
| Cash EOYFMV | $52,873 | CashEOYFMVAmt |
| Other Investments BOY | $740,939 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $738,062 | OtherInvestmentsEOYAmt |
| Other Assets EOYFMV | $688,670 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $813,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $790,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $741,543 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $813,747 | UnrestrictedBOYAmt |
| Unrestricted EOY | $790,935 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $813,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $790,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $813,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $790,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $813,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,817 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $790,935 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $790,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3457.217 CORE FIXED INCOME FUND | P | 2014-09-23 | 2015-05-12 | $40,000 | $39,689 | $311 | $311 |
| 583.469 International Equity Fund | P | 2015-05-12 | 2015-08-20 | $5,712 | $6,039 | -$327 | -$327 |
| 1831.99 International Equity Fund | P | 2015-05-12 | 2015-09-24 | $16,726 | $18,961 | -$2,235 | -$2,235 |
| 1550.388 MODERATE STRATEGY ALLOC FUND | P | 2015-08-20 | 2015-09-24 | $28,806 | $30,000 | -$1,194 | -$1,194 |
| 388.651 S&P 500 Index Fund | P | 2014-06-03 | 2015-05-12 | $20,000 | $20,082 | -$82 | -$82 |
| 1484.56 US MANAGED VOLATILITY FUND | P | 2014-09-23 | 2015-06-09 | $25,000 | $26,084 | -$1,084 | -$1,084 |
| 2831.0307 Emerging Mkts Debt Fund | P | 2014-01-01 | 2015-01-07 | $26,954 | $31,851 | -$4,897 | -$4,897 |
| 1646.542 International Equity Fund | P | 2014-01-01 | 2015-01-07 | $15,000 | $13,920 | $1,080 | $1,080 |
| 2480.881 International Equity Fund | P | 2014-01-01 | 2015-08-20 | $24,288 | $22,861 | $1,427 | $1,427 |
| 1331.558 Large Cap Fund | P | 2013-06-21 | 2015-05-21 | $20,000 | $17,244 | $2,756 | $2,756 |
| 2354.049 MULTI-ASSET INCOME FUND | P | 2013-08-06 | 2015-01-15 | $25,000 | $24,953 | $47 | $47 |
| Capital Gain Dividends | $24,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,326 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,611 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,140 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $794,325 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,928 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $692,894 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00567 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $83,037 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.048649 | TotalDistributionRt |
| Average Distribution | 0.016216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $783,593 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $258 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,965 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,000 | 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 | $258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $258 | SubtotalAmt |
| Tax Based On Investment Income | $258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $138 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $138 | TotalPaymentsAndCreditsAmt |
| Tax Due | $120 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO Cody Cody & McCarthy LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174725151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PINE HILL DRIVE SUITE 501 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | President | 1.00 | $0 |
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Treasurer | 1.00 | $0 |
| JAMIE NADEAU CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Clerk | 1.00 | $0 |
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Director | 1.00 | $1,000 |
| JAMIE NADEAU CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Director | 1.00 | $1,000 |
| JANET DRISCOLL | ||||||
| 128 South Pickens Street | Lakeville | MA | 02347 | Director | 1.00 | $1,000 |
| PATRICK DONOVAN | ||||||
| 16 Rebecca Road | Assonet | MA | 02702 | Director | 1.00 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $741,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $795,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $795,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $783,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $258 | TotalTaxAmt |
| Distributable Before Adj | $38,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $258 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,742 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,406 | UndistributedIncomePYAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,406 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,594 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $34,328 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EASTER SEALS | ||||||
| 484 Main Street 600 | Worcester | MA | 01608 | NONE | General use | $1,000 |
| BAY SOX FOUNDATION | ||||||
| 427 John Street | New Bedford | MA | 02740 | NONE | General use | $1,000 |
| REBUILDING WARRIORS | ||||||
| 2984 Temescal Ave | Norco | CA | 92860 | General use | $1,000 | |
| OPERATION SMILE | ||||||
| 3641 Faculty Blvd | Virginia Beach | VA | 23453 | General use | $5,000 | |
| PWSA | ||||||
| 8588 Potter Park Dr Suite 500 | Sarasota | FL | 34238 | General use | $2,500 | |
| ERIC C JOHNSON MEMORIAL SCHOL | ||||||
| 89 Dr Braley Road | East Freetown | MA | 02717 | General Use | $2,500 | |
| HOME FOR OUR TROOPS | ||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | GENERAL USE | $5,000 | |
| AMERICAN VET DOGS | ||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | GENERAL USE | $2,500 | |
| ACE MENTOR PROGRAM | ||||||
| 6110 EXECUTIVE BOULEVARD STE 612 | ROCKVILLE | MD | 20852 | GENERAL USE | $2,500 | |
| MY BROTHERS KEEPER | ||||||
| PO BOX 338 | EASTON | MA | 02356 | GENERAL USE | $2,500 | |
| CITY SPROUTS KIDS | ||||||
| 678 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | GENERAL USE | $2,500 | |
| PLAYWORKS | ||||||
| 67 KEMBLE STREET SUITE 3 | BOSTON | MA | 02119 | GENERAL USE | $2,500 | |
| LLOYDS CENTER | ||||||
| 430 POTOMSKA ROAD | DARTMOUTH | MA | 02748 | GENERAL USE | $5,000 | |
| BOYS GIRLS CLUB | ||||||
| 31 COURT STREET | TAUNTON | MA | 02780 | GENERAL USE | $5,000 | |
| SNOWBALL EXPRESS | ||||||
| 611 S MAIN STREET STE 400 | GRAPEVINE | TX | 76051 | GENERAL USE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $23,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,524 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,198 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,874 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,198 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,676 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $6,281 | LegalFeesAmt |
| Net Investment Income | $4,711 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN INVESTMENT VALUE / DIFFERENCE B/T FMV & COST BAS | $4 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRW WEALTH MANAGEMENT | CategoryTxt |
| Amt | $11,117 | Amt |
| Net Investment Income | $11,117 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal | $2,000 | $2,000 |
| Foreign Income Tax Paid | $60 | $60 |
| State Form PC | $35 | $35 |
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