BETA

EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
Tax period
2013-08-01 to 2014-07-31
Filed
2015-03-12
IRS object ID
201500719349100500
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-03-12T09:12:28-05:00ReturnTs
Tax Period End2014-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042736972PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN & HAVIAN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 WEST END WAYAddressLine1
CityNORWELLCity
StateMAState
ZIP Code02061ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046002496EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARDS SCHOLARSHIP FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlEDWABusinessNameControlTxt
Phone6177373400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line189 SOUTH STREET SUITE 603AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02111ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY C BLANKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6176548628PhoneNum
Signature2015-03-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN GATEWOOD CPAPreparerPersonNm
PTINP00643343PTIN
Phone7813474717PhoneNum
Preparation2015-03-09PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,001,767FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,505ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,765InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,765InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$294,830DividendsRevAndExpnssAmt
Dividends Net Invst Incm$294,830DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$468,868NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$928,270GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$468,868CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$82OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$82OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$787,050TotalRevAndExpnssAmt
Total Net Invst Incm$785,545TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$54,031OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$54,031OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,715LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,715LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,615AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$21,615AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$40,522OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,522OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,133TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$4,133TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$451DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$4,745OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$4,745OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,960OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$12,260OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$146,172TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,522TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100,499TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$211,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$211,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$357,922TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,522TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$312,249TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$429,128ExcessRevenueOverExpensesAmt
Net Investment Income$745,023NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$259,287SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$268,307SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$268,307SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,314,821CorporateStockBOYAmt
Corporate Stock EOY$7,430,684CorporateStockEOYAmt
Corporate Stock EOYFMV$7,430,684CorporateStockEOYFMVAmt
Corporate Bonds BOY$558,409CorporateBondsBOYAmt
Corporate Bonds EOY$457,479CorporateBondsEOYAmt
Corporate Bonds EOYFMV$457,479CorporateBondsEOYFMVAmt
Other Investments BOY$465,767OtherInvestmentsBOYAmt
Other Investments EOY$843,678OtherInvestmentsEOYAmt
Other Investments EOYFMV$843,678OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,849LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,230LandBldgEquipAccumDeprecAmt
Land BOY$45LandBOYAmt
Land EOY$1,619LandEOYAmt
Land EOYFMV$1,619LandEOYFMVAmt
Total Assets BOY$8,598,329TotalAssetsBOYAmt
Total Assets EOY$9,001,767TotalAssetsEOYAmt
Total Assets EOYFMV$9,001,767TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$7,098,329UnrestrictedBOYAmt
Unrestricted EOY$7,501,767UnrestrictedEOYAmt
Permanently Restricted BOY$1,500,000PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$1,500,000PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$8,598,329TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,001,767TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,598,329TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,001,767TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,598,329TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$429,128ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,027,457SubtotalAmt
Other Decreases$25,690OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,001,767TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50,000 FV MORGAN STANLEYP2009-04-172013-11-01$50,000$42,870$7,130$7,130
2,000 SHS CAMPBELL SOUPP1991-01-022013-12-17$84,808$8,818$75,990$75,990
500 SHS IBMP2007-11-262013-12-17$87,849$52,420$35,429$35,429
700 SHS JOHNSON & JOHNSONP1991-02-012013-12-20$64,847$775$64,072$64,072
1,000 SHS SEMPRA ENERGYP2012-01-302013-12-20$90,017$57,158$32,859$32,859
7,739.94 SHS ABERDEEN GI HIGH INCP2011-09-082014-05-06$79,180$75,000$4,180$4,180
5,045.41 SHS ABERDEEN GI HIGH INCP2012-09-192014-05-06$51,615$50,000$1,615$1,615
1,000 SHS TRAVELLERS COMPANIESP2011-07-262014-05-07$91,301$56,514$34,787$34,787
2,000 SHS CAMPBELL SOUPP1991-01-022014-06-13$90,905$8,819$82,086$82,086
5,900 SHS GENERAL ELECTRICP1991-01-022014-07-22$152,748$22,028$130,720$130,720
50,000 FV DOW CHEMICALP2010-09-202013-09-16$50,000$50,000$0$0
35,000 FV AMEX BANKP2008-12-152013-12-24$35,000$35,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$468,868CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$294,930AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,017,420NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036786DistributionYr1Rt
Adjusted Qlfy Distri Yr2$306,670AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,400,103NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041441DistributionYr2Rt
Adjusted Qlfy Distri Yr3$345,858AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,229,004NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047843DistributionYr3Rt
Adjusted Qlfy Distri Yr4$610,173AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,718,232NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090823DistributionYr4Rt
Adjusted Qlfy Distri Yr5$686,996AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,882,410NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.099819DistributionYr5Rt
Total Distribution0.316712TotalDistributionRt
Average Distribution0.063342AverageDistributionRt
Net Vl Noncharitable Assets$8,050,170NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$509,914AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,450NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$517,364AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$312,249QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,900InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,900SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,900TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,800EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$6,928AppliedToEsTaxAmt
Total Payments And Credits$15,728TotalPaymentsAndCreditsAmt
Overpayment$828OverpaymentAmt
Applied To ES Tax$828AppliedToESTaxAmt
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 AddressWWW.EDWARDSFUND.ORGWebsiteAddressTxt
Individual With BooksEDWARDS SCHOLARSHIP FUNDIndividualWithBooksNm
Phone6176548628PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line189 SOUTH STREET SUITE 603AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02111ZIPCode
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 IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BERNARD BONN III
89 SOUTH STREET SUITE 603BOSTONMA02111TRUSTEE5.00$0$0$0
MARGARET FLANAGAN
89 SOUTH STREET SUITE 603BOSTONMA02111TRUSTEE5.00$0$0$0
TIMOTHY BLANK
89 SOUTH STREET SUITE 603BOSTONMA02111TRUSTEE5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonKATHRYN OSMONDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line189 SOUTH STREET SUITE 603AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos30.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTED 94 SCHOLARSHIPS TO COLLEGE STUDENTSDescription1Txt
Expenses1$0Expenses1Amt

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$8,127,353AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,408AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,172,761TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,172,761AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,591CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,050,170NetVlNoncharitableAssetsAmt
Minimum Investment Return$402,509MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$402,509MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,900TaxBasedOnInvestmentIncomeAmt
Total Tax$14,900TotalTaxAmt
Distributable Before Adj$387,609DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$387,609DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$387,609DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$312,249ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$312,249QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$312,249AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$387,609DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$180,089ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$703ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$180,792TotalExcessDistributionCyovAmt
Qualifying Distributions$312,249QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$312,249AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$75,360ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$75,360ExcessDistributionCyovAppCYAmt
Total Corpus$105,432TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$105,432ExcessDistriCyovToNextYrAmt
Excess From Year4$104,729ExcessFromYear4Amt
Excess From Year3$703ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEDWARDS SCHOLARSHIP FUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line189 SOUTH STREET SUITE 603AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
Recipient Phone6176548628RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHEDFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 1ST FOR FOLLOWING YEARSubmissionDeadlinesTxt
Restrictions On AwardsSTUDENTS' FAMILY HAS TO RESIDE IN BOSTON SINCE BEGINNING OF STUDENTS' JUNIOR YEAR IN HIGH SCHOOLRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORY ABSI
586 WELD STREETWEST ROXBURYMA02132SCHOLARSHIP$2,500
GIANNA ABSI
586 WELD STREETWEST ROXBURYMA02132SCHOLARSHIP$2,500
ALANA ALVES
7 ARDENT STREET 1ROSLINDALEMA02131SCHOLARSHIP$1,750
AMARA WILLIAM
1157 HYDE PARK AVENUEHYDE PARKMA02136SCHOLARSHIP$2,500
GENESIS BUATISTA
15 WITTIER ST APT 6ROXBURYMA02120SCHOLARSHIP$2,500
CASSANDRA BERNABEL
360 WALNUT ST APT 6HYDE PARKMA02136SCHOLARSHIP$2,500
SARINA BLEVINS
379 RIVER ST 1MATTAPANMA02126SCHOLARSHIP$2,000
ANNINA BOSSE
99 GLADSTONE STEAST BOSTONMA02128SCHOLARSHIP$2,500
ANYA BOWEN
50 PENFIELDROSLINDALEMA02131SCHOLARSHIP$2,500
LEAH BUCKLEY
14 KEENAN RDBRIGHTONMA02135SCHOLARSHIP$2,000
KAITLYN BUTLER
30 WOLFE STWEST ROXBURYMA02132SCHOLARSHIP$2,500
NICHOLAS CAPOZANO-HILL
18 SIGOURNEY STWEST ROXBURYMA02132SCHOLARSHIP$2,000
JUAN CASTILLO-THEN
56 NEW WHITNEY STJAMAICA PLAINMA02130SCHOLARSHIP$1,500
BRENDAN CAUFIELD
2084 DORCHESTER AVEDORCHESTERMA02124SCHOLARSHIP$2,500
TATIANA CHALAS
26 LOGAN WAYS BOSTONMA02124SCHOLARSHIP$2,500
DIANA CHAVES
35 GLENCOE ST APT 38BRIGHTONMA02135SCHOLARSHIP$2,500
ROSY CHEN
5C EMERALD COURTBOSTONMA02118SCHOLARSHIP$2,500
HELEN CHEN
5C EMERALD COURTBOSTONMA02118SCHOLARSHIP$1,000
ALEXANDRA CRAFT
25 WINTHROP STHYDE PARKMA02136SCHOLARSHIP$5,000
TAWNDALAYA DAROSA
1050 TREMONT STROXBURYMA02120SCHOLARSHIP$2,500
MARIA DASILVA
102 SAWYER AVE 2ROXBURYMA02120SCHOLARSHIP$2,500
LESLIE DELEON
50 EAST ST UNIT 2DORCHESTERMA02125SCHOLARSHIP$1,500
AURORA E'ELIA-VERROCHI
906 SARATOGA STEAST BOSTONMA02128SCHOLARSHIP$2,500
TAYLOR DELOSH
33 SUNSET HILL RDWEST ROXBURYMA02132SCHOLARSHIP$2,500
KEILA DEPINA
31 MAGNOLIA ST APT 2ROXBURYMA02125SCHOLARSHIP$2,500
KATIE DICKINSON
69 COMO ROADHYDE PARKMA02136SCHOLARSHIP$1,500
JEANNIE DO
15 BUSHNELL STDORCHESTERMA02124SCHOLARSHIP$1,500
RICHARD ERRICO
700 E 5TH STSOUTH BOSTONMA02127SCHOLARSHIP$2,000
JESSICA ESTEVE
380 HUNGTINGTON AVEHYDE PARKMA02136SCHOLARSHIP$2,000
BRIAN FITZGERALD
151 H STREETSOUTH BOSTONMA02127SCHOLARSHIP$2,500
CHRISTINE GILLIS
55 ZEILLER STROSLINDALEMA02131SCHOLARSHIP$1,000
AUBREY GRIFFIN
33 MELVILLE AVEDORCHESTERMA02124SCHOLARSHIP$2,500
SAM HO
12 OAKLAND STBRIGHTONMA02135SCHOLARSHIP$2,500
DANIELLE HOLMAN
158 MANCHESTER STMATTAPANMA02126SCHOLARSHIP$2,500
KRISTEN HORAN
262 MARKET ST 3BRIGHTONMA02135SCHOLARSHIP$2,000
JENNIFER HUYNH
28 SUDAN ST 1DORCHESTERMA02125SCHOLARSHIP$2,500
AVA JENNINGS
939 BLUE HILL AVE APT 78DORCHESTERMA02124SCHOLARSHIP$2,000
TARCIA JIMENEZ
136 WARREN AVEHYDE PARKMA02136SCHOLARSHIP$2,500
JOSE JIMENEZ
69 HAMILTON ST APT 1DORCHESTERMA02125SCHOLARSHIP$2,500
CHANTELLE JONES
PO BOX 300704JAMAICA PLAINMA02130SCHOLARSHIP$2,500
MIKA JONES
1 ELM LAWN STDORCHESTERMA02122SCHOLARSHIP$2,000
C ROBERTE JULMICE
2 WINSTON RD APT 1DORCHESTERMA02124SCHOLARSHIP$2,500
SAMANTHA KATZ
251 TEMPLE STWEST ROXBURYMA02132SCHOLARSHIP$2,000
AISLING KERR
71 GRAMPIAN WAYDORCHESTERMA02125SCHOLARSHIP$2,500
SANDRA KOON
341 TREMONT ST 2BOSTONMA02116SCHOLARSHIP$2,000
GRADY LAURENT
197 FOREST HILLS ST APT 1JAMAICA PLAINMA02130SCHOLARSHIP$3,000
TUONGVY LE
255 MARION ST APT 2EAST BOSTONMA02128SCHOLARSHIP$2,500
LEISA LOAN
45 GREEN STCHARLESTOWNMA02129SCHOLARSHIP$2,000
KERRYN LOAN
45 GREEN STCHARLESTOWNMA02129SCHOLARSHIP$2,000
JEAN LOTIN
700 CUMMINS WAY 7MATTAPANMA02126SCHOLARSHIP$2,500
CHRISTELA LOUIS
735 ADAMS STREET 41DORCHESTERMA02122SCHOLARSHIP$2,500
LUKE MARIETTA
51 RICHMOND STWEST ROXBURYMA02132SCHOLARSHIP$2,500
ANTHONY MAIULLARI
618 E BROADWAY 1S BOSTONMA02127SCHOLARSHIP$2,000
JASON MAK
84 FAIRBANKS STBRIGHTONMA02135SCHOLARSHIP$1,500
MEGAN MCDONNELL
22 CARSON STDORCHESTERMA02125SCHOLARSHIP$2,000
ANNIE MCDONNELL
22 CARSON STDORCHESTERMA02125SCHOLARSHIP$2,500
CONOR MCQUAID
14 PERHAM STWEST ROXBURYMA02132SCHOLARSHIP$2,500
SHERRY MEI
42 OLD IRONSIDES WAYCHARLESTOWNMA02129SCHOLARSHIP$2,500
TIFFANY MEI
69A WEST DEDHAM STREETBOSTONMA02118SCHOLARSHIP$2,500
ROSS MERLIN
83 WELLSMERE RDROSLINDALEMA02131SCHOLARSHIP$2,500
JOHN NGUYEN
4 TRAIN ST APT 3DORCHESTERMA02122SCHOLARSHIP$2,500
THAO NGUYEN
112 MSGR LYDON WAYDORCHESTERMA02122SCHOLARSHIP$2,500
REGINA NOONAN
57 MONTVIEW STWEST ROXBURYMA02132SCHOLARSHIP$2,500
JOHN NOONAN
57 MONTVIEW STWEST ROXBURYMA02132SCHOLARSHIP$2,000
CHISOM NWAOHO
661 HARRISON AVEBOSTONMA02118SCHOLARSHIP$2,500
OPEOLUWA OLUKEDRE
29 WINTON STROSLINDALEMA02131SCHOLARSHIP$2,500
CATHERINE OTEUCHERE
37 WINTON STROSLINDALEMA02131SCHOLARSHIP$2,000
CONRO PATAK
25 BUCHANAN RDWEST ROXBURYMA02132SCHOLARSHIP$2,500
AJAH PERKINS
743 MORTON STMATTAPANMA02126SCHOLARSHIP$2,500
EVANGELINA POLITAKIS
20 BRACKETT STBRIGTONMA02135SCHOLARSHIP$2,500
RENATO PRIME
116 LEIGHTON RDHYDE PARKMA02136SCHOLARSHIP$1,000
BREYLIS RODRIGUEZ
716 BORDER ST UNIT EEAST BOSTONMA02128SCHOLARSHIP$2,000
BENJAMIN RUKAVINA
16 DELANO PARKROSLINDALEMA02131SCHOLARSHIP$1,000
SUZETTE SCHAND
10 NEPONSET AVEDORCHESTERMA02122SCHOLARSHIP$2,500
ABIGAIL SEARLES
147 SARATOGA STEAST BOSTONMA02128SCHOLARSHIP$2,000
KATHERINE SHEA
23 MOVILLE STWEST ROXBURYMA02132SCHOLARSHIP$2,000
CHRISTINE SHEA
23 MOVILLE STWEST ROXBURYMA02132SCHOLARSHIP$2,000
SADIKI SOLOMON
699 SHAWMUT AVEROXBURYMA02119SCHOLARSHIP$2,500
MELANIE SOTO
150 STANIFORD ST APT 420BOSTONMA02114SCHOLARSHIP$2,500
BRITTANY SPILLANE
16 BOGANDALE RDWEST ROXBURYMA02132SCHOLARSHIP$2,500
STEPHEN GABRIELLA-LOUISE
71 EVANS STDORCHESTERMA02124SCHOLARSHIP$2,500
HAFSATU STEVENS
23 CAMERON STDORCHESTERMA02124SCHOLARSHIP$2,500
XIAOLAN TAN
33B SAN JUAN STBOSTONMA02118SCHOLARSHIP$2,500
DENNIS TAN
92 NEW WHITNEY AVEBOSTONMA02115SCHOLARSHIP$2,000
YVONNE TOONG
1850 WASHINGTON ST 3302BOSTONMA02118SCHOLARSHIP$1,500
KATHY TRAN
45 PARKMAN ST APT 1DORCHESTERMA02122SCHOLARSHIP$2,500
HUYNH VO
181 ORANGE STROSLINDALEMA02131SCHOLARSHIP$2,000
PHUNG VUONG
19 AGAWAM STDORCHESTERMA02122SCHOLARSHIP$2,500
DONNA WALKER
31 DEVON ST APT 2DORCHESTERMA02121SCHOLARSHIP$2,500
ASHLEY WATERS
16 SPRING PARK AVEJAMAICA PLAINMA02130SCHOLARSHIP$2,000
OSAEVBIE WOGHIREN
620 S ST APT 2ROSLINDALEMA02131SCHOLARSHIP$2,500
INBAR YAMIN
52 NOTTINGHILL RDBRIGHTONMA02135SCHOLARSHIP$1,500
JAMIE YE
212 HARRISON AVE D204BOSTONMA02111SCHOLARSHIP$1,500
JENNIFER YU
57 BRIGHTON AVE 6ALLSTONMA02134SCHOLARSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$211,750TotalGrantOrContriPdDurYrAmt
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$21,765ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$268,578ExclusionAmt
Related Or Exempt Function Incm$26,252RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$82RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$468,868RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISC INCOMEDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$290,343ExclusionAmt
Related Or Exempt Function Incm$495,202RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$785,545TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST FROM MONEY MARKET FUND
4INTEREST AND DIVIDENDS FROM STOCKS AND BONDS
8GAIN ON THE SALES OF VARIOUS SECURITIES

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)
CategoryCOHEN & HAVIAN LLPCategoryTxt
Amt$21,615Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,615DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
LAPTOP2004-02-24$1,275$1,275200DB5.000000000000$0$0
LAPTOP2008-10-15$1,550$730200DB5.000000000000$46$0
LAPTOP2014-01-06$2,024200DB5.000000000000$405$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$457,479EOYBookValueAmt
EOYFMV$457,479EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$7,430,684EOYBookValueAmt
EOYFMV$7,430,684EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS AND HEDGE FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$843,678BookValueAmt
EOYFMV$843,678EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAPTOP$1,275$1,275$0
LAPTOP$1,550$1,550$0
LAPTOP$2,024$405$1,619

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryMEGAN & O'SHEA, LLCCategoryTxt
Legal Fees$3,715LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,715DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
UNREALIZED LOSS ON SECURITIES$21,606
FEDERAL INCOME TAX$4,084

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SERVICES$226$0$226
POSTAGE$69$0$69
FILING FEES$125$0$125
INTERNET & WEB EXPENSE$11,209$0$11,209
FOREIGN TAXES$2,931$0$0
PAYROLL SERVICE FEES$872$0$0
DUES AND SUBSCRIPTIONS$240$0$0
INSURANCE$657$0$0
MISCELLANEOUS$315$0$315
TELEPHONE$271$0$271
BANK SERVICE CHARGES$45$0$45

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$82RevenueAndExpensesPerBooksAmt
Net Investment Income$82NetInvestmentIncomeAmt
Adjusted Net Income$82AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCITI SMITH BARNEYCategoryTxt
Amt$40,522Amt
Net Investment Income$40,522NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXCategoryTxt
Amt$4,133Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,133DisbursementsCharitablePrpsAmt

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