STANLEY PARK OF WESTFIELD INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY PARK OF WESTFIELD INC (EIN 04-2131404)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201501359349102100
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees 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 | 2015-05-15T13:20:38-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-06 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,581,811 | 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 | $1,079,421 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,153 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,153 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $188,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,353 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $188,353 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,168,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,221 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $58,811 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $58,811 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,489,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $351,727 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $252,317 | 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 | $608,648 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,259 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $18,259 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $590,389 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,926 | 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 | $15,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10,850 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $76,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,287 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,287 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $71,171 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $193,661 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $447 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $447 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $337,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,689 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $62,689 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $275,227 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,267,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $97,085 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $941,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,267,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $97,085 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $941,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $222,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $155,232 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $756,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $982,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $982,544 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $5,244 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $158,465 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $5,244 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $5,244 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,638 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,241 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,241 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,502,355 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,339,168 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,346,011 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,403,521 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,628,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,418,466 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,029,676 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,034,054 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,149,482 | LandBOYAmt |
| Land EOY | $1,995,622 | LandEOYAmt |
| Land EOYFMV | $1,995,622 | LandEOYFMVAmt |
| Other Assets BOY | $588,830 | OtherAssetsBOYAmt |
| Other Assets EOY | $828,683 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $828,683 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,562,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,784,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,581,811 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,602 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,169 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $3,900 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $4,909 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $56,621 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $57,766 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $67,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,844 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,773,811 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,723,362 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,028,364 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,301,216 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $6,693,431 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $6,693,431 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,495,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,718,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,562,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,784,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,495,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $222,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,718,009 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,718,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| UBS WINSLOW -8433 SHORT TERM SALES | P | 2014-01-01 | 2014-12-31 | $348,330 | $359,692 | -$11,362 | -$11,362 | |
| UBS WINSLOW -8433 LONG TERM SALES | P | 2013-01-01 | 2014-12-31 | $336,025 | $214,836 | $121,189 | $121,189 | |
| UBS BRADFORD -8633 SHORT TERM SALES | P | 2014-01-01 | 2014-12-31 | $1,227,226 | $1,228,203 | -$977 | -$977 | |
| UBS BRADFORD -8633 LONG TERM SALES | P | 2013-01-01 | 2014-12-31 | $2,320,478 | $2,348,747 | -$28,269 | -$28,269 | |
| UBS BLACKROCK -5333 SHORT TERM SALES | P | 2014-01-01 | 2014-12-31 | $49,186 | $49,241 | -$55 | -$55 | |
| UBS NFJ -8533 SHORT TERM SALES | P | 2014-01-01 | 2014-12-31 | $54,716 | $50,200 | $4,516 | $4,516 | |
| UBS NFJ -8533 LONG TERM SALES | P | 2013-01-01 | 2014-12-31 | $449,590 | $318,903 | $130,687 | $130,687 | |
| UBS CONGRESS -9133 SHORT TERM SALES | P | 2014-01-01 | 2014-12-31 | $117,136 | $111,550 | $5,586 | $5,586 | |
| UBS CONGRESS -9133 LONG TERM SALES | P | 2013-01-01 | 2014-12-31 | $138,584 | $122,782 | $15,802 | $15,802 | |
| UBS DELAWARE -8333 SHORT TERM SALES | P | 2014-01-01 | 2014-12-31 | $7,374 | $6,899 | $475 | $475 | |
| UBS DELAWARE -8333 LONG TERM SALES | P | 2013-01-01 | 2014-12-31 | $108,451 | $87,715 | $20,736 | $20,736 | |
| SALE OF ASSETS | P | 2013-01-01 | 2014-12-31 | $11,858 | $139,679 | -$100,107 | -$100,107 | $27,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,221 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,817 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 (19 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 |
| RAFAEL BONES | ||||||||
| 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 | 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 | $97,320 | $2,441 | $0 |
| WAYNE MOUSSETTE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE SUPERVIS | 40.00 | $69,230 | $1,337 | $0 |
| PAUL KUCZYNSKI | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | GREENHOUSE COORDINAT | 40.00 | $59,823 | $8,286 | $0 |
| LISA GADREAULT | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | BOOKKEEPER | 40.00 | $59,367 | $7,932 | $0 |
| JOHN BRILL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE MECHANIC | 40.00 | $52,016 | $3,583 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | |||||
| 3455 PEACHTREE ROAD | ATLANTA | GA | 90326 | INVESTMENT MANAGEMENT | $62,689 |
| LEAHY EQUIPMENT | |||||
| 938 MAIN STREET | HOLYOKE | MA | 01040 | MACHINERY & EQUIPMENT DISTRIBUTOR | $55,903 |
| PHILADELPHIA INSURANCE COMPANY | |||||
| PO BOX 70251 | PHILADELPHIA | PA | 19176 | INSURANCE COVERAGE | $36,653 |
| BAY STATE BOILER | |||||
| 1017 THORNDIKE STREET | PALMER | MA | 01069 | BOILER AND WELDING SERVICE | $16,165 |
| FMW INC | |||||
| 11 FRIARS DRIVE | HUDSON | NH | 03051 | DOCK SERVICE | $15,962 |
| 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 | $6,851,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,435,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,287,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,287,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,163,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $408,158 | 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 | $941,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $152,023 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,093,907 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,093,907 | 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 | $155,232 | CurrentYearAmt |
| Year1 | $251,044 | Year1Amt |
| Year2 | $207,799 | Year2Amt |
| Year3 | $188,560 | Year3Amt |
| Total | $802,635 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $131,947 | CurrentYearAmt |
| Year1 | $213,387 | Year1Amt |
| Year2 | $176,629 | Year2Amt |
| Year3 | $160,276 | Year3Amt |
| Total | $682,240 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,093,907 | CurrentYearAmt |
| Year1 | $1,086,814 | Year1Amt |
| Year2 | $1,192,955 | Year2Amt |
| Year3 | $1,180,200 | Year3Amt |
| Total | $4,553,876 | 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 | $1,093,907 | CurrentYearAmt |
| Year1 | $1,086,814 | Year1Amt |
| Year2 | $1,192,955 | Year2Amt |
| Year3 | $1,180,200 | Year3Amt |
| Total | $4,553,876 | 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 | $272,105 | CurrentYearAmt |
| Year1 | $238,081 | Year1Amt |
| Year2 | $227,599 | Year2Amt |
| Year3 | $223,366 | Year3Amt |
| Total | $961,151 | 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 | $50,231 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,153 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,353 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $158,221 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,830 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $410,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,538 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE BEVERIDGE FAMILY FOUNDATION | ||||||
| 1 | 335 BROOKLINE STREET | NEEDHAM | MA | 02492 | $205,000 | Yes (X) |
| COMMUNITY FOUNDATION OF WESTERN MA | ||||||
| 2 | 1500 MAIN STREET SUITE 2300 | SPRINGFIELD | MA | 01115 | $11,093 | Yes (X) |
| BRUCE AND JODY DEWEY | ||||||
| 3 | 16 PINERIDGE DRIVE | WESTFIELD | MA | 01085 | $5,000 | Yes (X) |
| WESTFIELD BANK | ||||||
| 4 | 141 ELM STREET | WESTFIELD | MA | 01085 | $28,000 | Yes (X) |
| CASWELL BARTELT SARA BROOKS | ||||||
| 5 | 4 CAMINO DEL PRADO | SAN CLEMENTE | CA | 92673 | $5,000 | Yes (X) |
| ROSAMOND CAMPBELL | ||||||
| 6 | 2108 SILVER STREET PO BOX 232 | GRANVILLE | MA | 01034 | $29,831 | Yes (X) |
| JEFF GLAZE | ||||||
| 7 | 1 ARCH ROAD | WESTFIELD | MA | 01085 | $20,000 | Yes (X) |
| DEPARTMENT OF CONSERVATION AND RECR | ||||||
| 8 | 136 DAMON ROAD | NORTHAMPTON | MA | 01060 | $10,400 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $15,500 | Amt |
| Net Investment Income | $10,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,850 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $3,427,305 | $4,223,107 |
| MUTUAL FUNDS | $1,201,046 | $1,195,359 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,339,168 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,346,011 | 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 | $2,682,233 | $2,003,720 | $678,513 | $678,513 |
| BUILDINGS | $2,758,969 | $1,773,755 | $985,214 | $985,214 |
| EQUIPMENT & AMENITIES | $596,196 | $475,957 | $120,239 | $120,239 |
| VEHICLES & MACHINERY | $891,908 | $696,991 | $194,917 | $194,917 |
| OFFICE & TECHNOLOGY | $97,870 | $83,631 | $14,239 | $14,239 |
| ASSETS IN PROCESS | $2,500 | $0 | $2,500 | $2,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RESTRICTED CASH FOR LONG TERM PURPOSES | $304,314 | $549,053 | $549,053 |
| MONEY MARKET FUNDS | $284,516 | $279,630 | $279,630 |
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 | $5,222 | $0 | $0 | $5,222 |
| CHEMICALS | $1,777 | $0 | $0 | $1,777 |
| PLANT MATERIAL | $4,773 | $0 | $0 | $4,773 |
| PARK EVENTS | $12,142 | $0 | $0 | $12,142 |
| MAINTENANCE GROUNDS | $8,360 | $0 | $0 | $8,360 |
| DUES & SUBSCRIPTIONS | $1,376 | $0 | $0 | $1,376 |
| INSURANCE EXPENSE | $45,214 | $0 | $0 | $45,214 |
| MISCELLANEOUS | $5,051 | $0 | $0 | $5,051 |
| OFFICE EXPENSE | $8,684 | $0 | $0 | $8,684 |
| FUEL | $17,987 | $0 | $0 | $17,987 |
| UTILITIES | $66,014 | $0 | $0 | $66,014 |
| INVESTMENT MANAGEMENT FEES | $62,689 | $62,689 | $62,689 | $0 |
| MAINTENANCE STRUCTURES | $14,835 | $0 | $0 | $14,835 |
| OUTSIDE SERVICES | $3,393 | $0 | $0 | $3,393 |
| MAINTENANCE EQUIPMENT | $20,323 | $0 | $0 | $20,323 |
| FUNDRAISING | $60,076 | $0 | $0 | $60,076 |
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 | $50,231 | $50,231 |
| MISCELLANEOUS INCOME | $6,830 | $6,830 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $56,621 | BOYBookValueAmt |
| EOY Book Value | $57,766 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL | $70,656 | $0 | $0 | $70,656 |
| PROPERTY | $515 | $0 | $0 | $515 |
| FOREIGN TAX PAID | $5,287 | $5,287 | $5,287 | $0 |