SHOLLEY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHOLLEY FOUNDATION INC (EIN 04-6014010)
- Tax period
- 2014-05-01 to 2015-04-30
- Filed
- 2015-09-09
- IRS object ID
- 201512529349100116
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-09T15:58:57-05:00 | ReturnTs |
| Tax Period End | 2015-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041378465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EXCHANGE PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046014010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOLLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOL | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092881 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY KATHLEEN O'CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2015-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701667 | 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 | $2,372,516 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $334,007 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,352 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,394 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,958 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $653 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,958 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,787 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $346,454 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $405,832 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $413,558 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $944,476 | CorporateStockBOYAmt |
| Corporate Stock EOY | $896,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,918,171 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,335,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,342,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,372,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,335,842 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,342,859 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,335,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,342,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,335,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,342,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,335,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $1,342,859 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,342,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 75M US TREAS NTS 5/31/14 2.250 | P | 2014-06-02 | $75,000 | $75,703 | -$703 | -$703 |
| 1000 SHS DODGE & COX | P | 2014-06-25 | $46,450 | $36,778 | $9,672 | $9,672 |
| 1289 SHS PFIZER | P | 2014-06-27 | $37,767 | $29,918 | $7,849 | $7,849 |
| 600 SHS ABBVIE | P | 2014-09-11 | $33,401 | $15,680 | $17,721 | $17,721 |
| .3333 SHS CDK GLOBAL HOLDINGS | P | 2014-10-17 | $8 | $6 | $2 | $2 |
| 70M US TREAS NTS 11/15/14 4.250% | P | 2014-11-17 | $70,000 | $68,706 | $1,294 | $1,294 |
| 2000 SHS APPLIED MATERIALS | P | 2015-01-23 | $47,199 | $27,820 | $19,379 | $19,379 |
| 133 SHS CDK GLOBAL HOLDINGS LLC | P | 2015-01-23 | $5,722 | $2,321 | $3,401 | $3,401 |
| 400 SHS LINEAR TECHNOLOGY CORP | P | 2015-01-23 | $18,460 | $14,250 | $4,210 | $4,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,825 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,242,191 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045012 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,310 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,025,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041127 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,783 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,929,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043941 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,261 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,905,785 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,675 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,853,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045677 | DistributionYr5Rt |
| Total Distribution | 0.218396 | TotalDistributionRt |
| Average Distribution | 0.043679 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,358,352 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $103,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,126 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,136 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,958 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,126 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,126 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,260 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,260 | TotalPaymentsAndCreditsAmt |
| Overpayment | $134 | OverpaymentAmt |
| Applied To ES Tax | $134 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MARY KATHLEEN O'CONNELL | IndividualWithBooksNm |
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092881 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN M SHOLLEY MOYNAGH | ||||||||
| 77 MORTON ROAD | MILTON | MA | 02186 | SECRETARY/TRUSTEE | 2.00 | $6,710 | $0 | $0 |
| MARY KATHLEEN O'CONNELL | ||||||||
| GOODWIN PROCTER LLP EXCHANGE PL | BOSTON | MA | 021082881 | TREASURER/TRUSTEE | 2.00 | $17,642 | $0 | $0 |
| J ADAM SHOLLEY | ||||||||
| 77 MORTON ROAD | MILTON | MA | 02186 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER B SHOLLEY | ||||||||
| 1120 11TH ST | W BOCA GRANDE | FL | 33921 | TRUSTEE/PRESIDENT | 0.00 | $0 | $0 | $0 |
| LUCINDA SHOLLEY | ||||||||
| 41 HIGHLAND STREET | DEDHAM | MA | 02026 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER N SHOLLEY | ||||||||
| 3743 20TH STREET | SAN FRANCISCO | CA | 94110 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,348,655 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,394,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,394,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,358,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,126 | TotalTaxAmt |
| Distributable Before Adj | $116,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,958 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,958 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,126 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,832 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $97,567 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,958 | QualifyingDistributionsAmt |
| Applied To Year1 | $97,567 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,391 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $105,401 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826 BOSTON | |||||||
| 3035 WASHINGTON STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | SUPPORT | $2,000 |
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| ABBIE'S SCHOOL INC | |||||||
| PO BOX 456 | CULEBRA | PR | 00775 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| AMERICAN REPERTORY THEATRE | |||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| ASSOCIATES OF THE BOSTON PUBLIC LIBRARY | |||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | PUBLIC CHARITY | SUPPORT | $1,000 | |
| BANCROFT SCHOOL | |||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BUDDY DOG HUMANE SOCIETY | |||||||
| 151 BOSTON POST ROAD | SUDBURY | MA | 017763173 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| CAPE ELEUTHERA FOUNDATION | |||||||
| PO BOX 6008 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| CERES INC SANTA ROSA | |||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | SUPPORT | $4,000 |
| COALITION TO SAVE BUZZARDS BAY | |||||||
| 620 BELLEVILLE AVE | NEW BEDFORD | MA | 02745 | NONE | PUBLIC CHARITY | SUPPORT | $2,000 |
| COMMONWEALTH SHAKESPEARE CO | |||||||
| 126 LEWIS WHARF | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT | $7,500 |
| COMMUNITY SERVINGS | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | SUPPORT | $7,500 |
| CREATING WELLNESS | |||||||
| 9404 KENSINGTON COURT | WINDSOR | CA | 95492 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| DUKE UNIVERSITY | |||||||
| DURHAM FWY | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | SUPPORT | $3,500 |
| ESTHER'S AID | |||||||
| 271 NORTH AVE SUITE 205 | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| FAMILIES FOR DEPRESSION AWARENESS | |||||||
| 395 TOTTEN POND ROAD | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| FORBES HOUSE MUSEUM | |||||||
| 215 ADAMS STREET | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| FRIENDS OF ANIMALSCULEBRA | |||||||
| 777 POST RD SUITE 205 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| KIVA MICROFUNDS | |||||||
| 875 HOWARD ST SUITE 340 | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| MAIN STAGE WEST | |||||||
| 104 NORTH MAIN STREET | SEBASTOPOL | CA | 95472 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| MARINE BIOLOGICAL LAB | |||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | SUPPORT | $10,000 |
| MASS AUDOBON SOCIETY INC | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | TRAILSIDE MUSEUM | $2,500 |
| MILTON ACADEMY | |||||||
| 170 CENTRE ST | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $1,000 |
| MILTON ANIMAL SHELTER | |||||||
| 181 GOVERNOR STOUGHTON LANE | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| NEW ENGLAND AQUARIUM | |||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NEW REPERTORY THEATRE INC | |||||||
| 200 DEXTER AVE | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | SUPPORT | $1,500 |
| NOBLE & GREENOUGH SCHOOL | |||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | CLASS OF 1946 | $1,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 021155008 | NONE | PUBLIC CHARITY | SHOLLEY SCHOLARSHIP | $5,000 |
| NORTHERN CALIFORNIA FAMILY DOG RESCUE | |||||||
| PO BOX 40177 | SAN FRANCISCO | CA | 94140 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| PAN MA CHALLENGE | |||||||
| 77 FOURTH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| PEOPLE OF CATS SHELTER | |||||||
| PO BOX 422 | W FALMOUTH | MA | 02540 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| PLANNED PARENTHOOD OF MA | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 021093803 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| ST MICHAEL'S EPISCOPAL CHURCH | |||||||
| 112 RANDOLPH AVE | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| SUNCOAST HUMANE SOCIETY | |||||||
| 6781 SAN CASA DRIVE | ENGLEWOOD | FL | 342248149 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| THE MOUNT | |||||||
| BOX 974 | LENOX | MA | 01240 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| THE X-MAN FOUNDATION | |||||||
| PO BOX 06061 | MILWAUKEE | WI | 53206 | PUBLIC CHARITY | SUPPORT | $500 | |
| THEATER OFFENSIVE TRUE COLORS | |||||||
| 565 BOYALSTON ST | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | SUPPORT | $3,000 |
| UNITED NATIONS DELEGATIONS INC | |||||||
| 1ST AVE BTW 45TH 46TH | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | SUPPORT | $2,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| WEST FALMOUTH LIBRARY | |||||||
| 575 WEST FALMOUTH HWY PO BOX 1209 | WEST FALMOUTH | MA | 02574 | NONE | PUBLIC CHARITY | SUPPORT | $10,000 |
| YEAR UP | |||||||
| 40 FOUNTAIN STREET 7TH FLOOR | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,825 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,654 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1200 SHS COCA COLA CO | $819 | $48,672 |
| 1200 SHS COLGATE PALMOLIVE | $7,481 | $80,736 |
| 1000 SHS PEPSICO INC | $15,975 | $95,120 |
| 1000 SHS PROCTER & GAMBLE | $62,905 | $79,510 |
| 2000 SHS SYSCO CORP | $19,931 | $74,060 |
| 600 SHS WALGREEN BOOTS ALLIANCE INC | $20,272 | $49,758 |
| 1400 SHS EXXON MOBIL CORP | $5,007 | $122,318 |
| 400 SHS SCHLUMBERGER LTD | $27,706 | $37,844 |
| 500 SHS BERKSHIRE HATHAWAY INC CL B | $24,240 | $70,605 |
| 700 SHS STATE STREET CORP | $5,490 | $53,984 |
| 1000 SHS JOHNSON & JOHNSON | $5,008 | $99,200 |
| 1300 SHS MERCK & CO INC | $25,850 | $77,428 |
| 700 SHS NOVARTIS AG SPONS ADR | $38,957 | $71,260 |
| 400 SHS STRYKER CORP | $9,258 | $36,896 |
| 200 SHS CATERPILLAR INC | $7,832 | $17,376 |
| 700 SHS EMERSON ELECTRIC | $19,530 | $41,181 |
| 800 SHS EXPEDITORS INTL WASH INC | $13,930 | $36,664 |
| 3000 SHS GENERAL ELECTRIC | $51,523 | $81,240 |
| 400 SHS AUTOMATIC DATA PROCESSING INC | $16,382 | $33,816 |
| 1200 SHS CISCO SYSTEMS INC | $28,205 | $34,596 |
| 800 SHS EMC CORP MASS | $19,031 | $21,528 |
| 700 SHS MICROSOFT CORP | $22,516 | $34,048 |
| 1200 SHS WESTERN UNION CO | $25,282 | $24,336 |
| 300 SHS BHP BILLITON LTD SPONS ADR | $14,096 | $15,387 |
| 200 SHS PRAXAIR INC | $12,818 | $24,386 |
| 300 SHS SIGMA ALDRICH CORP | $15,386 | $41,676 |
| 1000 SHS SOUTHERN CO | $31,183 | $44,300 |
| 2212.963 SHS DODGE & COX INTL STOCK FUND | $75,149 | $100,292 |
| 1231.4660 SHS VANGUARD INTL GROWTH FD | $19,901 | $29,149 |
| 600 SHS ABBOTT LABS | $14,460 | $27,852 |
| 1400 SHS AT&T | $40,754 | $48,496 |
| 1200 SHS VERIZON COMM | $41,952 | $60,528 |
| 1000 SHS ABB LTD SPONS AMERICAN DEP REC | $18,560 | $21,770 |
| 300 SHS UNITED TECHNOLOGIES CORP | $23,136 | $34,125 |
| 300 SHS 3M | $25,458 | $46,917 |
| 1000 SHS KINDER MORGAN INC | $35,570 | $42,950 |
| 300 SHS APPLE INC | $32,550 | $37,545 |
| 300 SHS BAXTER INTL INC | $22,137 | $20,622 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $405,832 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $413,558 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PC FILING FEE | $35 | $35 | $0 |
| ANNUAL REPORT FEE | $15 | $15 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OF PRIOR YEAR DISTRIBUTIONS | Desc |
| Amt | $5,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $653 | $653 | $0 |
| FEDERAL TAXES | $1,582 | $0 | $0 |