STANLEY PARK OF WESTFIELD INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY PARK OF WESTFIELD INC (EIN 04-2131404)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201601379349102655
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T12:52:46-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043393793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM O'BRIEN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 MAIN STREET - 15TH FL | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01103 | 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 | 042131404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STANLEY PARK OF WESTFIELD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 4135689312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1191 400 WESTERN AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A MORIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135689312 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M O'BRIEN III CPA | PreparerPersonNm |
| PTIN | P00748085 | PTIN |
| Phone | 4137338288 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,272,457 | 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 | $1,924,238 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,074 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,074 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,074 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $202,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,895 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $202,895 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $245,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,249,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $245,126 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $64,447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $64,447 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,443,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $455,095 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $274,416 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $656,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $19,680 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $19,680 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $636,320 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,484 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,740 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,740 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $72,876 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,884 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,884 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $69,477 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $168,861 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $459 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $459 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $343,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,416 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $58,416 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,296,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $85,720 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $710,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,296,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $85,720 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $710,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,147,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $369,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $188,696 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $982,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $972,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $972,863 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $8,722 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $5,244 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $8,722 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $8,722 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,241 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,241 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,241 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,339,168 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,347,195 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,337,239 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,628,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,862,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,182,845 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $900,091 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $880,967 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,598,219 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,158,275 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,995,622 | LandBOYAmt |
| Land EOY | $3,439,944 | LandEOYAmt |
| Land EOYFMV | $3,439,944 | LandEOYFMVAmt |
| Other Assets BOY | $828,683 | OtherAssetsBOYAmt |
| Other Assets EOY | $444,636 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $444,636 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,784,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,981,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,272,457 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,169 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $39,069 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $4,909 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $5,434 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $57,766 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $71,535 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $66,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $116,038 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,723,362 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,839,250 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,301,216 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $182,962 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $6,693,431 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $6,843,431 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,718,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,865,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,784,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,981,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,718,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,147,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,865,643 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,865,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SALE OF ASSETS | P | $5,278 | $5,278 | $5,278 | |
| UBS WINSLOW 8433 ST | $244,571 | -$12,499 | -$12,499 | $257,070 | |
| UBS WINSLOW 8433 LT | $343,211 | $96,117 | $96,117 | $247,094 | |
| UBS BRADFORD 8633 ST | $832,271 | -$6,823 | -$6,823 | $839,094 | |
| UBS BRADFORD 8633 LT | $74,222 | -$2,162 | -$2,162 | $76,384 | |
| UBS BLACKROCK 5333 ST | $367,833 | $15 | $15 | $367,818 | |
| UBS NFJ 8533 ST | $289,522 | -$20,608 | -$20,608 | $310,130 | |
| UBS NFJ 8533 LT | $615,403 | $150,479 | $150,479 | $464,924 | |
| UBS BAHL 9133 ST | $67,469 | -$6,506 | -$6,506 | $73,975 | |
| UBS BAHL 9133 LT | $271,838 | $30,456 | $30,456 | $241,382 | |
| UBS DELAWARE 8333 LT | $137,936 | $11,379 | $11,379 | $126,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $245,126 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$41,143 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1972-07-17 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.STANLEYPARK.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT MCKEAN | IndividualWithBooksNm |
| Phone | 4135689312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WESTERN AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01086 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY GLAZE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK MORIN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | TREASURER | 1.00 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FREDERICK STECHER | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| W ROCKNE PALMER | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHILIP CASWELL III | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WARD CASWELL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HAGAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL MARCHESE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID DOE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL KNAPIK | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LEVESQUE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT MCKEAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MANAGING DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA BRAEM-JENSEN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN GREANEY | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA HERMAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVEN PIERCE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HARRY ROCK | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT MCKEAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MANAGING DIRECTOR | 40.00 | $97,305 | $4,794 | $0 |
| WAYNE MOUSSETTE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE SUPERVIS | 40.00 | $70,024 | $2,909 | $0 |
| PAUL KUCZYNSKI | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | GREENHOUSE COORDINAT | 40.00 | $60,875 | $8,298 | $0 |
| LISA GADREAULT | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | BOOKKEEPER | 40.00 | $60,067 | $8,234 | $0 |
| JOHN BRILL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE MECHANIC | 40.00 | $53,188 | $3,145 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 PEACHTREE ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 90326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $58,416 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO MAINTAIN A REFUGE OF PHYSICAL AND SPIRITUAL BEAUTY WHERE PEOPLE MAY ENJOY GARDENS, TRAILS, MUSIC, EDUCATIONAL, SPORTING, AND CULTURAL ACTIVITIES AND RETAIN WILDLIFE HABITAT. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $6,816,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $977,733 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,793,883 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,793,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,676,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $383,849 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $710,996 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,613,183 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,324,179 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,324,179 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-07-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $188,696 | CurrentYearAmt |
| Year1 | $155,232 | Year1Amt |
| Year2 | $251,044 | Year2Amt |
| Year3 | $207,799 | Year3Amt |
| Total | $802,771 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $160,392 | CurrentYearAmt |
| Year1 | $131,947 | Year1Amt |
| Year2 | $213,387 | Year2Amt |
| Year3 | $176,629 | Year3Amt |
| Total | $682,355 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,324,179 | CurrentYearAmt |
| Year1 | $1,093,907 | Year1Amt |
| Year2 | $1,086,814 | Year2Amt |
| Year3 | $1,192,955 | Year3Amt |
| Total | $5,697,855 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,324,179 | CurrentYearAmt |
| Year1 | $1,093,907 | Year1Amt |
| Year2 | $1,086,814 | Year2Amt |
| Year3 | $1,192,955 | Year3Amt |
| Total | $5,697,855 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $255,899 | CurrentYearAmt |
| Year1 | $272,105 | Year1Amt |
| Year2 | $238,081 | Year2Amt |
| Year3 | $227,599 | Year3Amt |
| Total | $993,684 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| VENDOR INCOME | 01 | $1,750 |
| WEDDING & PAVILION INCOME | 16 | $47,372 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,074 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,895 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $245,126 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,325 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $519,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $519,542 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE BEVERIDGE FAMILY FOUNDATION | ||||||
| 1 | 3 UPLAND LN | WEST NEWBURY | MA | 01985 | $1,005,000 | Yes (X) |
| COMMUNITY FOUNDATION OF WESTERN MA | ||||||
| 2 | 1500 MAIN STREET SUITE 2300 | SPRINGFIELD | MA | 01115 | $11,643 | Yes (X) |
| WESTFIELD BANK | ||||||
| 3 | 141 ELM STREET | WESTFIELD | MA | 01085 | $30,000 | Yes (X) |
| ADVANCE MFG CO INC | ||||||
| 4 | 8 TURNPIKE INDUSTRIAL RD | WESTFIELD | MA | 01085 | $5,000 | Yes (X) |
| BERKSHIRE BANK | ||||||
| 5 | PO BOX 1308 | PITTSFIELD | MA | 01201 | $5,000 | Yes (X) |
| BIG Y FOODS | ||||||
| 6 | PO BOX 7840 | SPRINGFIELD | MA | 01105 | $5,000 | Yes (X) |
| IRENE E AND GEORGE A DAVIS FOUNDATI | ||||||
| 7 | ONE MONARCH PLACE SUITE 1450 | SPRINGFIELD | MA | 01144 | $25,000 | Yes (X) |
| JOHN AND CAROLANNE JENERAL | ||||||
| 8 | 22 MEADOW LANE | SOUTHWICK | MA | 01077 | $10,080 | Yes (X) |
| RICHARD AND MARIA PLACEK | ||||||
| 9 | 110 WHITAKER RD | WESTFIELD | MA | 01085 | $10,350 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $15,800 | Amt |
| Net Investment Income | $4,740 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,740 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,740 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $900,091 | EOYBookValueAmt |
| EOYFMV | $880,967 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $3,207,850 | $3,552,876 |
| MUTUAL FUNDS | $655,139 | $629,969 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,347,195 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,337,239 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| PARK & LAND IMPROVEMENTS | $2,705,813 | $2,041,521 | $664,292 | $664,292 |
| BUILDINGS | $2,761,469 | $1,842,812 | $918,657 | $918,657 |
| EQUIPMENT & AMENITIES | $601,561 | $495,071 | $106,490 | $106,490 |
| VEHICLES & MACHINERY | $901,638 | $701,281 | $200,357 | $200,357 |
| OFFICE & TECHNOLOGY | $94,479 | $77,590 | $16,889 | $16,889 |
| ASSETS IN PROCESS | $1,533,259 | $0 | $1,533,259 | $1,533,259 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RESTRICTED CASH FOR LONG TERM PURPOSES | $549,053 | $257,495 | $257,495 |
| MONEY MARKET FUNDS | $279,630 | $187,141 | $187,141 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $5,841 | $0 | $0 | $0 |
| CHEMICALS | $45 | $0 | $0 | $0 |
| PLANT MATERIAL | $5,074 | $0 | $0 | $0 |
| PARK EVENTS | $11,872 | $0 | $0 | $0 |
| MAINTENANCE GROUNDS | $8,290 | $0 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $1,341 | $0 | $0 | $0 |
| INSURANCE EXPENSE | $48,636 | $0 | $0 | $0 |
| MISCELLANEOUS | $5,683 | $0 | $0 | $0 |
| OFFICE EXPENSE | $8,436 | $0 | $0 | $0 |
| FUEL | $12,465 | $0 | $0 | $0 |
| UTILITIES | $65,577 | $0 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $58,416 | $58,416 | $58,416 | $0 |
| MAINTENANCE STRUCTURES | $16,062 | $0 | $0 | $0 |
| OUTSIDE SERVICES | $3,530 | $0 | $0 | $0 |
| MAINTENANCE EQUIPMENT | $31,245 | $0 | $0 | $0 |
| FUNDRAISING | $61,153 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| VENDOR INCOME | $1,750 | $1,750 |
| WEDDING & PAVILION INCOME | $47,372 | $47,372 |
| MISCELLANEOUS INCOME | $15,325 | $15,325 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $57,766 | BOYBookValueAmt |
| EOY Book Value | $71,535 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL | $71,625 | $2,148 | $2,148 | $69,477 |
| PROPERTY | $515 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $736 | $736 | $736 | $0 |