JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION (EIN 04-3253603)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201641349349100704
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-13T07:14:38-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043296201PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SULLIVAN BILLE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 CLARK ROADAddressLine1Txt
CityTEWKSBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01876ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043253603EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH W & FAITH K TIBERIO CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone5084297524PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line179 LOWLAND STAddressLine1Txt
CityHOLLISTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFAITH DOUGHERTYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5084297524PhoneNum
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMaria E Marchand CPAPreparerPersonNm
PTINP01024791PTIN
Phone9789702900PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$925,109FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$23,607InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,607InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,597DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,597DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,495NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$295,116GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,495CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,699TotalRevAndExpnssAmt
Total Net Invst Incm$42,699TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,600CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,948OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,948OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$2,315InterestRevAndExpnssAmt
Interest Net Invst Incm$2,315InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$581TaxesRevAndExpnssAmt
Taxes Net Invst Incm$581TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$992TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$992TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,335OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$137OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,621TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,823TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,600TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,421TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,823TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$70,722ExcessRevenueOverExpensesAmt
Net Investment Income$24,876NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,450CashBOYAmt
Cash EOY$15,976CashEOYAmt
Cash EOYFMV$15,976CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,069SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$51,242SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$51,242SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$152,115OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$172,463OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$152,115OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$422,177CorporateStockBOYAmt
Corporate Stock EOY$445,868CorporateStockEOYAmt
Corporate Stock EOYFMV$563,009CorporateStockEOYFMVAmt
Corporate Bonds BOY$400,600CorporateBondsBOYAmt
Corporate Bonds EOY$318,836CorporateBondsEOYAmt
Corporate Bonds EOYFMV$294,882CorporateBondsEOYFMVAmt
Total Assets BOY$1,054,759TotalAssetsBOYAmt
Total Assets EOY$984,037TotalAssetsEOYAmt
Total Assets EOYFMV$925,109TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,054,759RetainedEarningBOYAmt
Retained Earning EOY$984,037RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,054,759TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$984,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,054,759TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$984,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,054,759TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$70,722ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$984,037SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$984,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FEDERAL FARM CR BKS CONSP2015-01-302015-08-24$29,471$30,000-$529-$529
FEDERAL FARM CR BKS CONSP2014-10-282015-01-30$30,000$30,000$0$0
FREEPORT MCMORAN INCP2015-02-052015-07-20$7,510$9,700-$2,190-$2,190
LOWES COS INC COMP2014-06-242015-01-23$2,069$1,408$661$661
PROSHARES TR PROSHARES ULTRASHORTP2015-07-102015-08-25$4,358$5,073-$715-$715
RITE AID CORP COMP2014-09-262015-02-11$38,900$26,151$12,749$12,749
TOYOTA MOTOR CORP SPADR REPP2014-03-272015-02-05$15,655$13,290$2,365$2,365
TRANSCANADA PIPELINES LTDP2014-09-182015-08-24$20,855$26,208-$5,353-$5,353
WELLS FARGO & CO NEWDEPP2015-04-152015-08-25$24,484$25,020-$536-$536
FREEPORT MCMORAN INCP2012-04-182015-07-20$5,557$14,277-$8,720-$8,720
TEVA PHARMACEUTICAL INDUSTRIESP2011-02-252015-08-25$9,708$7,546$2,162$2,162
CVS CORP PASS THROUGH TRP2011-04-122015-01-05$12,637$11,044$1,593$1,593
GOLDMAN SACHS GRP INC MTN BEP2012-01-302015-06-11$5,800$5,204$596$596
HSBC AMERS CAP TRICAPP2011-01-242015-06-26$30,252$30,773-$521-$521
INFINITY PPTY & CAS CORPP2013-04-092015-04-10$32,680$31,907$773$773
SKYWAY CONCESSION COLLC BONDP2014-06-132015-11-16$25,180$24,020$1,160$1,160
FieldValueIRS element (for citing)
Capital Gain Net Income$3,495CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$135,973AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,041,615NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.130541DistributionYr1Rt
Adjusted Qlfy Distri Yr2$99,650AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$951,675NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.104710DistributionYr2Rt
Adjusted Qlfy Distri Yr3$128,664AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$932,696NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.137948DistributionYr3Rt
Adjusted Qlfy Distri Yr4$115,812AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,041,373NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.111211DistributionYr4Rt
Adjusted Qlfy Distri Yr5$99,700AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,123,193NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.088765DistributionYr5Rt
Total Distribution0.573175TotalDistributionRt
Average Distribution0.114635AverageDistributionRt
Net Vl Noncharitable Assets$987,213NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$113,169AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$249NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$113,418AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$94,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$498InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$498SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$498TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Overpayment$302OverpaymentAmt
Applied To ES Tax$302AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFAITH DOUGHERTYIndividualWithBooksNm
Phone5084228514PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line179 LOWLAND STREETAddressLine1Txt
CityHOLLISTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01746ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FAITH DOUGHERTY
260 SPRINGVALE ROADGREAT FALLSVA22066PRESIDENT2.00$3,500$0$0
CATHERINE A AGIUS
382 OCEAN AVENUE APT 1701REVEREMA02151SECRETARY2.00$1,100$0$0
FAITH K TIBERIO
277 S MATANZAS BLVDST AUGUSTINEFL32080CHAIRMAN2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$938,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,316AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,002,247TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,002,247AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,034CashDeemedCharitableAmt
Net Vl Noncharitable Assets$987,213NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,361MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,361MinimumInvestmentReturnAmt
Tax Based On Investment Income$498TaxBasedOnInvestmentIncomeAmt
Total Tax$498TotalTaxAmt
Distributable Before Adj$48,863DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,863DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,863DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$94,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,863DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$44,163ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$65,619ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$82,701ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,286ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$85,446ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$331,215TotalExcessDistributionCyovAmt
Qualifying Distributions$94,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,863AppliedToCurrentYearAmt
Remaining Distri From Corpus$45,537RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$376,752TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$44,163ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$332,589ExcessDistriCyovToNextYrAmt
Excess From Year4$65,619ExcessFromYear4Amt
Excess From Year3$82,701ExcessFromYear3Amt
Excess From Year2$53,286ExcessFromYear2Amt
Excess From Year1$85,446ExcessFromYear1Amt
Excess From Current Year$45,537ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALGONQUIN FOOTBALL BOOSTERS
PO BOX 303NORTHBOROUGHMA01532NONE501CCHARITABLE$1,000
ADOPT A PLATOON
25089 CENTERLINE ROADSAN BENITOTX78586NONE501CCHARITABLE$200
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BOULEVARDDENVERCO80221NONE501CEDUCATIONAL$700
AMERICAN INDIAN RELEIF COUNCIL
PO BOX 6200RAPID CITYSD57709NONE501CCHARITABLE$300
AMERICAN REPERTORY THEATRE
64 BRATTLE STREETCAMBRIDGEMA02138NONE501CLITERARY$1,000
ANTIOCH CHRISTIAN CHURCH
2041 W WALNUT HILL LNIRVINGTX75038NONE501CCHARITABLE$500
BLACKSTONE FIRE DEPT
15 ST PAUL STBLACKSTONEMA01504NONE501CPUBLIC SAFETY$2,000
BLACKSTONE POLICE DEPT
15 ST PAUL STBLACKSTONEMA01504NONE501CPUBLIC SAFETY$2,000
BOSTON BALLET
19 CLARENDON STREETBOSTONMA02116NONE501CLITERARY$1,000
BRIDGEWATER STATE UNIVERSITY
131 SUMMER STREETBRIDGEWATERMA02325NONE501CEDUCATIONAL$2,000
BOSTON MUSEUM OF FINE ARTS
465 HUNTINGTON AVEBOSTONMA02115NONE501CLITERARY$5,000
CIVIL WAR PRESERVATION TRUST
1331 H STREET-SUITE 1001WASHINGTONDC20005NONE501CEDUCATIONAL$700
CMRI DBA FATIMA MARIAN CTR
7745 MILITARY AVENUEOMAHANE68134NONE501CCHARITABLERELIGIOUS$3,000
CUMBERLAND COLLEGE
6178 COLLEGE STATION DRIVEWILLIAMSBURGKY40769NONE501CEDUCATIONAL$1,000
DOWD CENTER FOR THE HOMELESS
651 BROAD STREETCOLUMBUSOH43215NONE501CCHARITABLE$200
DUBLIN MONTESSORI ACADEMY
10465 SAWMILL ROADPOWELLOH43065NONE501CEDUCATIONAL$350
EMMA CONCERT ASSOCIATION
2692 US 1ST AUGUSTINEFL32086NONE501CLITERARY$500
FAITH MISSION
245 N GRANT AVECOLUMBUSOH43215NONE501CCHARITABLE$200
FIRST COAST OPERA
PO BOX 2223ST AUGUSTINEFL32085NONE501CLITERARY$2,000
FLAGLER COLLEGE
KING STREETST AUGUSTINEFL32084NONE501CEDUCATIONAL$3,000
FLORIDA TRUST FOR HISTORIC
PO BOX 11206TALLAHASSEEFL32303NONE501CEDUCATIONAL$500
FRAMINGHAM HISTORICAL SOCIETY
16 VERNON STREETFRAMINGHAMMA01703NONE501CEDUCATIONAL$500
HOLLISTON HIGH SCHOOL AGRICULTURAL
370 HILLIS STREETHOLLISTONMA01746NONE501CEDUCATIONAL$500
HOLLISTON SENIOR CENTER
150 GOULDING STREETHOLLISTONMA01746NONE501CCHARITABLE$500
HOMELESS FAMILES FOUNDATION
651 WEST BROAD STREETCOLUMBUSOH43215NONE501CCHARITABLE$300
HUNTINGTON THEATER
264 HUNTINGTON AVEBOSTONMA02115NONE501CLITERARYLITERARY$25,000
LIGHTNER MUSEUM
75 KING STREETST AUGUSTINEFL32085NONE501CEDUCATIONAL$8,000
LIMELIGHT THEATER INC
PO BOX 1196ST AUGUSTINEFL32085NONE501CLITERARY$2,000
MASS 4H CLUB
22 ELIOT STREETASHLANDMA01721NONE501CCHARITABLE$1,000
NATICK VISITING NURSES
209 W CENTRAL STREET 313NATICKMA01760NONE501CCHARITABLE$1,000
NEW ENGLAND OES RESCUE
49 STONEHEDGE RDLINCOLNMA01773NONE501CCHARITABLE$350
RED CLOUD INDIAN SCHOOL
100 MISSION DRIVEPINE RIDGESD57770NONE501CCHARITABLE$500
SHERBORN FIRE AND RESCUE
22 NORTH MAIN STREETSHERBORNMA01770NONE501CPUBLIC SAFETY$1,500
SHERBORN LIONS
288 DOVER ROADWESTWOODMA01770NONE501CCHARITABLE$1,000
SHERBORN POLICE DEPARTMENT
19 WASHINGTON STREETSHERBORNMA01770NONE501CPUBLIC SAFETY$1,500
ST AUGUSTINE SISTER CITIES ASSN
PO BOX 210ST AUGUSTINEFL32085NONE501CCHARITABLE$2,000
ST AUGUSTINE TRUST FOR HISTORIC PRESERVATION
75 KING STREETST AUGUSTINEFL32084NONE501CHISTORICAL$1,000
TEMPLE UNIVERSITY
580 MEETINGHOUSE ROADAMBLERPA19002NONE501CEDUCATIONAL$5,000
WELLESLEY FRIENDS MEETING HOUSE CHURCH
20 BENVENUE STREETWELLESLEYMA02482NONE501CCHARITABLE$3,000
WOMAN'S NATIONAL FARM & GARDEN ASSOCIATION
PO 325RAWSONOH45881NONE501CCHARITABLE$1,500
EMMANUEL COLLEGE
400 FENWAYBOSTONMA02115NONE501CEDUCATIONAL$2,000
MUSEUM OF THE AMERICAN REVOLUTION
123 CHESTNUT STPHILADELPHIAPA19106NONE501CCHARITABLE$500
ST LAWRENCE UNIVERSITY
23 ROMODA DRCANTONNY13617NONE501CEDUCATIONAL$2,000
UNIVERSITY OF NEW HAMPSHIRE
105 MAIN STDURHAMNH03824NONE501CEDUCATIONAL$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,607ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,597ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$3,495ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$42,699ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,699TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySULLIVAN BILLE PCCategoryTxt
Amt$3,850Amt
Net Investment Income$3,850NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
25000 AMERIGAS PARTNERS LP$25,840$24,000
30000 BSB CAP TR I GTD CAP SECS$30,571$30,357
30000 VALLEY NATL BANCORP SUB DEB$30,244$31,335
50000 COLUMBIA FINL TR I BONDS 144A$49,895$50,125
35000 BANK OF AMERICA PERPETUAL PFD$39,001$35,613
20000 FPL GROUP CAPITAL INC BONDS$22,495$19,114
15000 ALLEGHENY TECHNOLOGIES INC$15,707$8,850
25000 ALUMINUM CO AMER NT$27,196$23,750
25000 WEATHERFORD INTL LTD NOTE CALL MAKE WHOLE$28,902$24,344
20000 GOODYEAR TIRED &RUBR CO NOTE$21,777$21,425
25000 WELLS FARGO&CO NEW BOND PERPETUAL$27,208$25,969

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
245 APPLE INC (AAPL)$19,222$25,789
425 WELLS FARGO & CO nEW$13,670$23,103
400 VERIZON COMMUNICATIONS$14,673$18,488
150 THERMO FISHER SCIENTIFIC INC$8,317$21,278
400 TEVA PHARMACEUTICAL IND$12,577$16,410
300 QUALCOMM INC (QCOM)$16,994$14,996
834 PFIZER INC (PFE)$15,712$26,922
450 ORACLE CORPORATION (ORCL)$14,848$16,439
500 JOHNSON CTLS INC$16,203$19,745
600 JP MORGAN CHASE & CO (JPM)$15,853$26,412
1000 GENERAL ELECTRIC CO$18,559$31,150
1000 CISCO SYS INC$19,739$27,155
1500 BANK OF AMERICA$14,783$25,245
300 SH STRYKER CORP$12,966$27,882
100 SH PRAXAIR$9,823$10,240
325 NESTLE S SPON$15,439$24,205
800 SH FLIR SYS$22,765$22,456
250 SH EXXON MOBIL$16,951$19,488
504 CITIGROUP INC COM NEW (C)$24,213$26,082
300 EXPRESS SCRIPTS HLDG CO COM$20,555$26,223
100 LOWES COS INC COM ISIN$21,151$24,333
243 SCHLUMBERGER LIMITED COM$21,190$16,949
219 TOYOTA MOTOR CORP SP ADR REP2COM$11,168$12,304
CELGENE CORP$23,760$23,952
UNITED RENTALS INC$24,446$18,135
400 SHARES PROSHARES TR ULTRASHORT$20,291$17,628

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOU FEES (FIDELITY)$12$12$0
COMM MASS ANNUAL REPORT FILING FEE$125$125$0
BROKERAGE TRANSACTION FEES$1,004$0$0
MISCELLANEOUS$194$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$9,948Amt
Net Investment Income$9,948NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON DIVIDEND INCOME$241$241$0
FEDERAL EXCISE TAX ON INVESTMENT$340$340$0

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