BLUE HILLS BANK CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HILLS BANK CHARITABLE FOUNDATION (EIN 27-4283786)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-12
- IRS object ID
- 201522249349100212
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T08:27:30-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 274283786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE HILLS BANK CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 6176518597 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORWOOD PARK SOUTH | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KIVLEHAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6176518597 | PhoneNum |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2015-08-11 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,616,709 | 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 | $577 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $577 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $637,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,458,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,217,846 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $730,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,311,499 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,430 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,330 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,898 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,898 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $499 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $499 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,022 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,449 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $979,542 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $979,542 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,056,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,048,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$325,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,309,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $501,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,449 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,880,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,564,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,564,260 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,382,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,616,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,616,709 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,382,469 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,616,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,382,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,616,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,382,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,616,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,382,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$325,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,056,980 | SubtotalAmt |
| Other Decreases | $440,271 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,616,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $2,457,788 | $1,240,474 | $1,217,314 | $1,217,314 | |
| CAPITAL GAINS DIVIDENDS | $532 | $532 | $532 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,217,846 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $620,928 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,307,934 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.144136 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $383,057 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,654,847 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.104808 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $194,563 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,266,168 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059569 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,150,360 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.308513 | TotalDistributionRt |
| Average Distribution | 0.077128 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,946,141 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $304,358 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,094 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $317,452 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,048,991 | 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 | $13,094 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,094 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,481 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,481 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,387 | OverpaymentAmt |
| Applied To ES Tax | $1,387 | 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 | BLUEHILLSBANK.COM/ABOUT/CHARITABLE-FOUNDATION | WebsiteAddressTxt |
| Individual With Books | JAMES KIVLEHAN | IndividualWithBooksNm |
| Phone | 6176518597 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORWOOD PARK SOUTH | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYNNE SMITH QUARCOO | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $500 | $0 | $0 |
| JAMES KIVLEHAN | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE BECKHAM | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | CLERK/DIRECTOR | 0.50 | $5,430 | $0 | $0 |
| SAMUEL L SMITH JR | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JANICE SILK-KENNEY | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | CHAIRPERSON/DIRECTOR | 0.50 | $10,000 | $0 | $0 |
| KAREN O'CONNELL | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KAREN MARRYAT | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RENEE OWENS | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM M PARENT | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEPHEN MCNULTY | ||||||||
| 320 NORWOOD PARK SOUTH | NORWOOD | MA | 02062 | DIRECTOR | 0.50 | $500 | $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 | $3,833,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,006,235 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,006,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,946,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,094 | TotalTaxAmt |
| Distributable Before Adj | $184,213 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,213 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,213 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,048,991 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,048,991 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,094 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,035,897 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,213 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $34,711 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $203,875 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $412,469 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $651,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,048,991 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $864,778 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,515,833 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,515,833 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $34,711 | ExcessFromYear3Amt |
| Excess From Year2 | $203,875 | ExcessFromYear2Amt |
| Excess From Year1 | $412,469 | ExcessFromYear1Amt |
| Excess From Current Year | $864,778 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE BECKHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORWOOD PARK SOUTH | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173606521 | RecipientPhoneNum |
| Recipient Email Address | JBECKHAM@BLUEHILLSBANK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE: 1)COPY OF IRS DETERMINATION LETTER;2)PROOF OF INCORPORATION AS A NON-PROFIT ORGANIZATION OR CHARITABLE TRUST;3)NAMES OF DIRECTORS/TRUSTEES OF THE ORGANIZATION TO INCLUDE RELEVANT BACKGROUND, AFFILIATIONS AND TOWN/CITY OF RESIDENCE;4)PRIOR YEAR FINANCIAL STATEMENT, FORM 990 AND YEAR-TO-DATE FINANCIAL STATEMENT FOR CURRENT FISCAL YEAR;5)LIST OF COMPANIES AND FOUNDATIONS BEING APPROACHED TO FUND THIS PROPOSAL, INDICATING WHICH SOURCES ARE COMMITTED, PENDING OR ANTICIPATED;6)MOST RECENT INDEPENDENT AUDIT OR REVIEW, AS APPLICABLE, IF REVENUES WERE $200,000 OR MORE;7)DATE;8)SUMMARY OF ORGANIZATION'S HISTORY, GOALS & KEY ACHIEVEMENTS;9)AMOUNT REQUESTED;10)MISSION STATEMENT;11)3 LETTERS OF SUPPORT FROM THECOMMUNITY; 12)TYPE OF REQUEST AND DETAILS OF HOW FUNDS WILL BE DEPLOYED;13)TARGET POPULATION:14)TOTAL ANNUAL BUDGET & PROJECT OR CAPITAL BUDGET;15)PERIOD OF TIME THIS GRANT WILL COVER;16)ORGANIZATIONAL STRUCTURE, SIZE AND CONSTITUENTS;17)FISCAL YEAR END | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE TO BE RECEIVED BY FEBRUARY 1, MAY 1, AUGUST 1 & NOVEMBER 1 OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE MASSACHUSETTS CHARITABLE CORPORATIONS OR TRUSTS WHO ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE IRS CODE AND ARE PUBLICLY SUPPORTED UNDER SECTIONS 509(A)(1) OR 509(A)(2). THEY MUST SERVE THE RESIDENTS OF THE BOSTON NEIGHBORHOODS OF HYDE PARK, WEST ROXBURY, DORCHESTER, JAMAICA PLAIN, MATTAPAN, ROSLINDALE, ROXBURY, AND SOUTH BOSTON AS WELL AS MUNICIPALITIES OF BROOKLINE, CANTON, DEDHAM, DOVER, EASTON, FOXBOROUGH, MANSFIELD, MEDFIELD, MILTON, NEEDHAM, NORWOOD, RANDOLPH, SHARON, NEWTON, STOUGHTON, WALPOLE AND WESTWOOD. NO GRANTS WILL BE AWARDED TO INDIVIDUALS, PRIVATE FOUNDATIONS, NATIONAL ORGANIZATIONS, ANNUAL GIVING CAMPAIGNS OR TO STATE AND FEDERAL AGENCIES. DIRECTORS WILL NOT CONSIDER MORE THAN ONE APPLICATION FROM AN ORGANIZATION IN THE SAME CALENDAR YEAR, EXCEPT FOR SUMMER YOUTH PROGRAMS AND WILL NOT CONSIDER A PROPOSAL FROM AN ORGANIZATION PREVIOUSLY FUNDED UNTIL A FULL REPORT OF THE EXPENDITURES OF THE PREVIOUS GRANT HAS BEEN SUBMITTED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (188 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCION EAST INC | |||||||
| 115 E 23RD STREET 7TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | HEALTH AND HUMAN SERVICES | $15,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | N/A | PC | PROGRAM SUPPORT | $350 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | PROGRAM SUPPORT | $180 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND STREET | BOSTON | MA | 02127 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| BOSTON BUILDING MATERIAL COOP CHARITABLE & EDUCATIONAL FUND INC | |||||||
| 100 TERRACE STREET | BOSTON | MA | 02120 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOSTON COLLEGE TRUSTEES | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | EDUCATION | $5,325 |
| BOSTON LATIN SCHOOL ASSOCIATION | |||||||
| 101 HUNTINGTON AVENUE SUITE 200 | BOSTON | MA | 02199 | N/A | PC | EDUCATION | $100 |
| BOYS AND GIRLS CLUB OF BOSTON | |||||||
| 35 DEER STREET | DORCHESTER | MA | 02125 | N/A | PC | PROGRAM SUPPORT | $50 |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | |||||||
| 43 GARRISON ROAD | BROOKLINE | MA | 02445 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| CALLAHAN SCHOOL | |||||||
| 116 GARFIELD AVENUE | NORWOOD | MA | 02062 | N/A | PC | EDUCATION | $8,988 |
| CARDINAL CUSHING CENTERS INC | |||||||
| 405 WASHINGTON STREET | HANOVER | MA | 02339 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | N/A | PC | EDUCATION | $100 |
| COMMUNITY SERVINGS INC | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | N/A | PC | HEALTH AND HUMAN SERVICES | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | N/A | PC | HEALTH AND HUMAN SERVICES | $300 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PC | HEALTH AND MEDICINE | $444 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PC | HEALTH AND MEDICINE | $353 |
| DEDHAM FOOD PANTRY CHARITABLE TR | |||||||
| 600 WASHINGTON STREET | DEDHAM | MA | 02026 | N/A | PC | HEALTH AND HUMAN SERVICES | $100 |
| DEDHAM MIDDLE SCHOOL | |||||||
| 70 WHITING AVENUE | DEDHAM | MA | 02026 | N/A | PC | EDUCATION | $9,909 |
| FRANKLIN DROOSEVELT K-8 SCHOOL | |||||||
| 95 NEEDHAM ROAD | HYDE PARK | MA | 02136 | N/A | PC | EDUCATION | $10,550 |
| FREEDOM HOUSE INC | |||||||
| 14 CRAWFORD STREET | BOSTON | MA | 02121 | N/A | PC | EDUCATION | $20,000 |
| FRIENDS OF HYDE PARK BRANCH LIBRARY | |||||||
| 35 HARVARD AVENUE | HYDE PARK | MA | 02136 | N/A | PC | COMMUNITY SERVICE | $100 |
| FUND FOR CATHOLIC SCHOOLS INC | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | EDUCATION | $2,500 |
| HOMESTART INC | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $10,025 |
| HOUSE OF POSSIBILITIES INC | |||||||
| 350 WASHINGTON STREET | EASTON | MA | 02356 | N/A | PC | HEALTH AND HUMAN SERVICES | $2,500 |
| HYDE PARK MAIN STREETS INC | |||||||
| 11 FAIRMONT AVENUE SUITE 109 | HYDE PARK | MA | 02136 | N/A | PC | COMMUNITY SERVICE | $5,625 |
| JDRF INTERNATIONAL | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $80 |
| KIT CLARK SENIOR SERVICES INC | |||||||
| 1500 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| LUPUS FOUNDATION OF AMERICA INC | |||||||
| 2000 L STREET NW STE 410 | WASHINGTON | DC | 20036 | N/A | PC | HEALTH AND MEDICINE | $250 |
| MASS AFFORDABLE HOUSING ALLIANCE INC | |||||||
| 1803 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | N/A | PC | COMMUNITY SERVICES | $15,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 S GREAT ROAD | LINCOLN | MA | 01773 | N/A | PC | PROGRAM SUPPORT | $100 |
| MILTON FOUNDATION FOR EDUCATION | |||||||
| PO BOX 223 | MILTON | MA | 02186 | N/A | PC | EDUCATION | $10,700 |
| MUSEUM OF AFRO AMERICAN HISTORY | |||||||
| 46 JOY STREET | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | N/A | PC | PROGRAM SUPPORT | $150 |
| NATIVITY PREPARATORY SCHOOL | |||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | EDUCATION | $1,000 |
| NEPONSET RIVER WATERSHED ASSOC | |||||||
| 2173 WASHINGTON STREET | CANTON | MA | 02021 | N/A | PC | PROGRAM SUPPORT | $100 |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||
| 125 PARKER HILL AVENUE | ROXBURY CROSSING | MA | 02120 | N/A | PC | HEALTH AND MEDICIN | $2,000 |
| OHIO WESLEYAN UNIVERSITY | |||||||
| MOWRY ALUMNI CENTER | DELAWARE | OH | 43015 | N/A | PC | EDUCATION | $250 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | HEALTH AND MEDICINE | $63,886 |
| PARTNERS HEALTHCARE SYSTEM INC | |||||||
| 116 HUNTINGTON AVENUE 5TH FLOOR | BOSTON | MA | 02116 | N/A | PC | HEALTH AND HUMAN SERVICES | $15,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $350 |
| PROJECT BREAD - THE WALK FOR HUNGER INC | |||||||
| 145 BOARDER STREET | EAST BOSTON | MA | 02128 | N/A | PC | HEALTH AND HUMAN SERVICES | $500 |
| PROJECT HOPE LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICES | |||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | N/A | PC | HEALTH AND HUMAN SERVICES | $10,000 |
| THEATRE OFFENSIVE INC | |||||||
| 565 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| URBAN LEAGUE OF EASTERN MASS INC | |||||||
| 88 WARREN STREET | ROXBURY | MA | 02119 | N/A | PC | HEALTH AND HUMAN SERVICES | $11,600 |
| WEDIKO CHILDRENS SERVICES INC | |||||||
| 72-74E DEDHAM STREET | BOSTON | MA | 02118 | N/A | PC | EDUCATION | $16,500 |
| WEST END HOUSE CAMP INC | |||||||
| 294 ROAD BETWEEN THE PONDS | PARSONFIELD | ME | 04047 | N/A | PC | COMMUNITY SERVICES | $10,000 |
| WEST ROXBURY MAIN STREET INC | |||||||
| 1874 CENTRE STREET | WEST ROXBURY | MA | 02132 | N/A | PC | COMMUNITY SERVICE | $5,000 |
| WESTWOOD BASEBALL ASSOCIATION | |||||||
| 200 NAHATAN STREET | WESTWOOD | MA | 02090 | N/A | PC | PROGRAM SUPPORT | $8,333 |
| WOUNDED WARRIOR PROJECT - JACKSONVILLE FL | |||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | N/A | PC | PROGRAM SUPPORT | $300 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON TRAINING INC | |||||||
| 18 TREMONT STREET SUITE 400 | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $25,250 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON WEST ROXBURY YMCA | |||||||
| 15 BELLEVUE STREET | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| CENTER FOR WOMEN & ENTERPRISES INC | |||||||
| 24 SCHOOL STREET 7TH FLOOR | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CLARKE SCHOOL FOR THE DEAF | |||||||
| 45 ROUND HILL ROAD | NORTHHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| METROPOLITAN BOSTON HOUSING PARTNERSHIP INC | |||||||
| 125 LINCOLN STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| MOTHER BROOK ARTS AND COMMUNITY CENTER INC | |||||||
| 123 HIGH STREET | DEDHAM | MA | 02027 | N/A | PC | PROGRAM SUPPORT | $22,700 |
| REBUILDING TOGETHER BOSTON INC | |||||||
| 3313 WASHINGTON STREET 2 | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ROGERSON COMMUNITIES | |||||||
| 60 JOY STREET | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| SOUTH SHORE YOUNG MENS CHRISTIAN ASSOC | |||||||
| 79 CODDINGTON STREET | QUINCY | MA | 02169 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| URBAN SCIENCE ACADEMY | |||||||
| 1205 VETERANS OF FOREIGN WARS PKWY | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $6,500 |
| YMCA OF BOSTON INC | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $43,700 |
| SMALL FRIENDS ON NANTUCKET | |||||||
| 19 NOBADEER FARM ROAD | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOSTON SCHOLAR ATHLETE PROGRAM | |||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BROOKWOOD COMMUNITY FARM INC | |||||||
| 11 BLUE HILL RIVER ROAD | CANTON | MA | 02021 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| GIRL SCOUTS OF EASTERN MASS INC | |||||||
| 95 BERKELEY STREET 404 | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| HEADING HOME INC | |||||||
| 529 MAIN STREET 100 | BOSTON | MA | 02129 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| HISTORIC BOSTON INC | |||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $25,100 |
| HORIZONS AT DEDHAM COUNTRY DAY SCHOOL | |||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | N/A | PC | PROGRAM SUPPORT | $16,917 |
| JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORP | |||||||
| 31 GERMANIA STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| JUNIOR ACHIEVMENT OF NORTHERN NEW ENGLAND | |||||||
| 400 5TH AVENUE 300 | WALTHAM | MA | 02451 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| MAB COMMUNITY SERVICES INC | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| THE MIDAS COLLABORATIVE INC | |||||||
| 20 LINDEN STREET SUITE 288 | ALLSTON | MA | 02134 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NORFOLK ADVOCATES FOR CHILDREN INC | |||||||
| 12 PAYSON ROAD | FOXBOROUGH | MA | 02035 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| RIVERSIDE THEATRE WORKS INC | |||||||
| 45 FAIRMONT AVENUE | BOSTON | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $26,100 |
| SAVE THE HARBOR SAVE THE BAY INC | |||||||
| 212 NORTHERN AVENUE | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| WOMEN'S LUNCH PLACE INC | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| YOUNG AUDIENCES OF MASSACHUSETTS | |||||||
| 89 SOUTH STREET 601 | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| NANTUCKET BOYS AND GIRLS CLUB | |||||||
| 61 SPARKS AVENUE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | |||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | N/A | PC | PROGRAM SUPPORT | $100 |
| BOSTON MEDICAL CENTER | |||||||
| 720 HARRISON AVENUE 601 | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $250 |
| CAMP HARBORVIEW FOUNDATION | |||||||
| 200 CLARENDON STREET 60TH FLOOR | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $500 |
| CONGREGATION OF SISTERS OF ST JOSEPH OF BOSTON | |||||||
| 637 CAMBRIDGE STREET | BOSTON | MA | 02135 | N/A | PC | PROGRAM SUPPORT | $100 |
| HARVARD LAW SCHOOL | |||||||
| MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | N/A | UNIVERSITY | PROGRAM SUPPORT | $125 |
| LAHEY CLINIC FOUNDATION INC | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | N/A | PC | PROGRAM SUPPORT | $450 |
| LUPUS FOUNDATION OF NEW ENGLAND INC | |||||||
| 40 SPEEN STREET 205 | FRAMINGHAM | MA | 01701 | N/A | PC | PROGRAM SUPPORT | $250 |
| NIANCTIC ROTARY FOUNDATION INC | |||||||
| PO BOX 339 | NIANTIC | CT | 06357 | N/A | PC | PROGRAM SUPPORT | $250 |
| PALLIATIVE AND SUPPORTIVE CARE OF NANTUCKET | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $3,500 |
| BOSTON COMMUNITY LEADERSHIP ACADEMY | |||||||
| 655 METROPOLITAN AVENUE | HYDE PARK | MA | 02136 | N/A | SCHOOL | PROGRAM SUPPORT | $11,000 |
| DOCTORS WITHOUT BOARDERS USA | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | PROGRAM SUPPORT | $250 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $200 |
| HOLY FAMILY PARISH | |||||||
| 57 CHURCH STREET | CONCORD | MA | 01742 | N/A | CHURCH | PROGRAM SUPPORT | $500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 9 ERIE DRIVE SUITE 101 | NATICK | MA | 01760 | N/A | PC | PROGRAM SUPPORT | $50 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | PROGRAM SUPPORT | $100 |
| PENTUCKET REGIONAL SCHOOL DISTRICT | |||||||
| 24 MAIN STREET | WEST NEWBURY | MA | 01985 | N/A | LOCAL GOVERNMENT | PROGRAM SUPPORT | $200 |
| REAGLE PLAYERS - REAGLE MUSIC THEATRE | |||||||
| 617 LEXINGTON STREET | WALTHAM | MA | 02452 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ROOM TO GROW NATIONAL | |||||||
| 142 BERKLEY STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $50 |
| SOUTHWEST BOSTON SENIOR SERVICES INC | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $7,200 |
| TECHNOLOGY FOR AUTISM NOW | |||||||
| 60 BRADFIELD AVENUE | BOSTON | MA | 02131 | N/A | PC | PROGRAM SUPPORT | $200 |
| TRINITY CATHOLIC ACADEMY | |||||||
| 11 PINE STREET | SOUTHBRIDGE | MA | 01550 | N/A | SCHOOL | PROGRAM SUPPORT | $250 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | PROGRAM SUPPORT | $500 |
| CHARLES PIERCE MIDDLE SCHOOL | |||||||
| 451 CENTRAL AVENUE | MILTON | MA | 02186 | N/A | SCHOOL | PROGRAM SUPPORT | $9,945 |
| FRIENDS OF NANTUCKET PUBLIC SCHOOLS | |||||||
| 10 SURFSIDE ROAD | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| MENTORING YOUTH NANTUCKET | |||||||
| PO BOX 2653 | NANTUCKET | MA | 02584 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| NANTUCKET COMMUNITY SAILING | |||||||
| 4 WINTER STREET | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| PATRICK LYNDON PILOT SCHOOL | |||||||
| 20 MOUNT VERMON STREET | WEST ROXBURY | MA | 02132 | N/A | SCHOOL | PROGRAM SUPPORT | $10,000 |
| THE PREPARATORY FOUNDATION INC | |||||||
| 1286 HYDE PARK AVENUE | BOSTON | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| TORAH ACADEMY | |||||||
| 11 WILLISTON ROAD | BROOKLINE | MA | 02445 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| UNITED STATES CATHOLIC CONFERENCE | |||||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 20017 | N/A | PC | PROGRAM SUPPORT | $6,275 |
| ADOPTION AND FOSTER CARE MENTORING INC | |||||||
| 741 ATLANTIC AVENUE | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOYS AND GIRLS CLUB OF DORCHESTER | |||||||
| 270 MT VERNON STREET | DORCHESTER | MA | 02125 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ECUMENICAL SOCIAL ACTION COMMITTEE | |||||||
| 3313 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| EVERFI INC | |||||||
| 3299 K STREET NW 4TH FLOOR | WASHINGTON | DC | 20007 | N/A | PC | PROGRAM SUPPORT | $13,500 |
| FAMILY SERVICE ASSOC OF GREATER BOSTON | |||||||
| 31 HEATH STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| FOUNDATION FOR BOSTON CENTERS FOR YOUTH & FAMILIES | |||||||
| 1483 TREMONT STREET | ROXBURY CROSSING | MA | 02120 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| NEIGHBORHOOD HOUSING SERVICES OF SOUTH SHORE | |||||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | N/A | PC | PROGRAM SUPPORT | $7,300 |
| READ TO A CHILD | |||||||
| 20 WILLIAM STREET G25 | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SOCIEDAD LATINA | |||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| YOUTHBUILD BOSTON | |||||||
| 27 CENTRE STREET | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| SENIOR HOUSING CRIME PREVENTION FOUNDATION | |||||||
| 5100 POPLAR AVENUE SUITE 711 | MEMPHIS | TN | 38137 | N/A | PC | PROGRAM SUPPORT | $28,750 |
| THE ARC OF SOUTH NORFOLK INC | |||||||
| 789 CLAPBOARD TREE STREET | WESTWOOD | MA | 02090 | N/A | PC | PROGRAM SUPPORT | $7,000 |
| BEACON COMMUNITIES CHARITABLE FUND INC | |||||||
| 125 MARCER STREET | SOUTH BOSTON | MA | 02127 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COMMUNITIES FOR PEOPLE INC | |||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $11,000 |
| DEDHAM COMMUNITY ASSOCIATION INC | |||||||
| 671 HIGH STREET | DEDHAM | MA | 02026 | N/A | PC | PROGRAM SUPPORT | $4,000 |
| ELLIE FUND | |||||||
| 475 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NANTUCKET INTERFAITH COUNCIL | |||||||
| 2 MADAKET ROAD | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| REYNOLDS CENTER FOR TEACHING LEARNING AND CREATIVITY | |||||||
| 30 CONGRESS STREET 6TH FLOOR | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $7,470 |
| AMERICAN SCORES NEW ENGLAND | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| FAMILY AND CHILDREN SERVICE OF NANTUCKET | |||||||
| 17 SHERBURNE TURNPIKE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| ACCESS NANTUCKET | |||||||
| 35 OLD SOUTH ROAD 2 | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| ADAMS SHORE LIBRARY | |||||||
| 519 SEA STREET | QUINCY | MA | 02169 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| AUTISIM SPEAKS | |||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| COMMUNITY FOUNDATION FOR NANTUCKET | |||||||
| 17 SHERBURNE TURNPIKE | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $500 |
| ELDER SERVICES OF CAPE COD | |||||||
| 68 MA-134 | SOUTH DENNIS | MA | 02660 | N/A | PC | PROGRAM SUPPORT | $500 |
| FRIENDS OF NORWOOD CENTER LTD | |||||||
| 14 BERWICK STREET | NORWOOD | MA | 02062 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| HYDE PARK ART SCENE | |||||||
| 1179 RIVER STREET | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| INKY SANTAS TOY DRIVE INC | |||||||
| PO BOX 2595 | NANTUCKET | MA | 02584 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| NANTUCKET SPORTS & THERAPEUTIC | |||||||
| PO BOX 3423 | NANTUCKET | MA | 02584 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| SWIM ACROSS AMERICA | |||||||
| ONE INTERNATIONAL PLACE SUITE 4600 | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| VITFRIENDS VITILGO SUPPORT GROUP INC | |||||||
| 7 FRAZER STREET | BOSTON | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $2,525 |
| VETRN | |||||||
| 9 DANFORTH LANE | NORTON | MA | 02766 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE 1700 | CHICAGO | IL | 60601 | N/A | PC | PROGRAM SUPPORT | $250 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT | $200 |
| CHARLES RIVER CONSERVANCY | |||||||
| 4 BRATTLE STREET 309 | CAMBRIDGE | MA | 02138 | N/A | PC | PROGRAM SUPPORT | $50 |
| THE MYOSITIS ASSOCIATION | |||||||
| 1737 KING STREET SUITE 600 | ALEXANDRIA | VA | 22314 | N/A | PC | PROGRAM SUPPORT | $50 |
| SALEM STATE UNIVERSITY FOUNDATION INC | |||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| SCHOOL OM WHEELS OF MASSACHUSETTS INC | |||||||
| 790 CHESTNUT STREET | BROCKTON | MA | 02301 | N/A | PC | PROGRAM SUPPORT | $100 |
| TABOR ACADEMY | |||||||
| 232 FRONT STREET | MARION | MA | 02738 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| VNA NORTHWEST INC | |||||||
| 607 BANTAM ROAD F | BANTAM | CT | 06750 | N/A | PC | PROGRAM SUPPORT | $25 |
| AMERICAN CANCER SOCIETY | |||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | N/A | PC | PROGRAM SUPPORT | $415 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 315 NORWOOD PARK SOUTH 1ST FLOOR | NORWOOD | MA | 02062 | N/A | PC | PROGRAM SUPPORT | $350 |
| ASSUMPTION COLLEGE | |||||||
| 500 SALISBURY STREET | WORCESTER | MA | 01609 | N/A | COLLEGE | PROGRAM SUPPORT | $100 |
| COMMONWEALTH ZOOLOGICAL CORP - ZOO NEW ENGLAND | |||||||
| 1 FRANKLIN STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $160 |
| LONG BAY SYMPHONIC SOCIETY LTD | |||||||
| 1107 48TH AVENUE NORTH SUITE 310E | MYRTLE BEACH | SC | 29577 | N/A | PC | PROGRAM SUPPORT | $100 |
| LUNGEVITY FOUNDATION | |||||||
| 228 228 S WABASH AVENUE SUITE 700 | CHICAGO | IL | 60604 | N/A | PC | PROGRAM SUPPORT | $50 |
| MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC | |||||||
| 1 BULFINCH PLACE 201 | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $25 |
| RODMAN RIDE FOR KIDS INC | |||||||
| 10 LINCOLN ROAD | FOXBOROUGH | MA | 02035 | N/A | PC | PROGRAM SUPPORT | $100 |
| BARBELLS FOR BOOBS | |||||||
| 2777 S BRISTOL UNIT E | COSTA MESA | CA | 92646 | N/A | PC | PROGRAM SUPPORT | $80 |
| BRIGHAM & WOMENS HOSPITAL INC | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $150 |
| CHILDREN'S HOSPITAL CORPORATION | |||||||
| 1153 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $250 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | N/A | UNIVERSITY | PROGRAM SUPPORT | $200 |
| PILGRIM SOCIETY | |||||||
| 75 COURT STREET | PLYMOUTH | MA | 02360 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| RIDE 2 RECOVERY | |||||||
| 23679 CALABASAS ROAD SUITE 420 | CALABASAS | CA | 91302 | N/A | PC | PROGRAM SUPPORT | $50 |
| SOUTH SHORE YOUNG MENS CHRISTIAN ASSOC | |||||||
| 91 LONGWATER CIRCLE | NORWELL | MA | 02061 | N/A | PC | PROGRAM SUPPORT | $2,600 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON | |||||||
| 1137 RIVER STREET | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $700 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 45 BROMFIELD STREET 301 | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $350 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | |||||||
| 38 ASH STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $50 |
| DONORSCHOOSE | |||||||
| 134 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $25 |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | N/A | PC | PROGRAM SUPPORT | $50 |
| HIGH POINT UNIVERSITY | |||||||
| 833 MONTLIEU AVENUE | HIGH POINT | NC | 27268 | N/A | UNIVERSITY | PROGRAM SUPPORT | $250 |
| NEW ENGLAND LEGAL FOUNDATION | |||||||
| 150 LINCOLN STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $300 |
| TOURISM CARES FOR TOMORROW INC | |||||||
| 275 TURNPIKE STREET 307 | CANTON | MA | 02021 | N/A | PC | PROGRAM SUPPORT | $100 |
| TRUSTEES OF PHILIPS ACADEMY | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | N/A | PC | PROGRAM SUPPORT | $125 |
| US CATHOLIC CONFERENCE - CATHOLIC MEMORIAL SCHOOL | |||||||
| 235 BAKER STREET | BOSTON | MA | 02132 | N/A | SCHOOL | PROGRAM SUPPORT | $2,500 |
| WELLESLEY FREE LIBRARY FOUNDATION INC | |||||||
| 530 WASHINGTON STREET | WELLESLEY | MA | 02482 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC | |||||||
| 140 CLARENDON STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $200 |
| AVON FOUNDATION FOR WOMEN | |||||||
| 1 AVON PLAZA | RYE | NY | 10580 | N/A | PC | PROGRAM SUPPORT | $200 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $75 |
| FAMILY PANTRY CORP | |||||||
| 133 QUEEN ANNE ROAD | HARWICH | MA | 02645 | N/A | PC | PROGRAM SUPPORT | $125 |
| MOUNT WASHINGTON OBSERVATORY | |||||||
| 2779 WHITE MOUNTAIN HWY | NORTH CONWAY | NH | 03860 | N/A | PC | PROGRAM SUPPORT | $82 |
| YOUNG AT HEART CHORUS INC | |||||||
| 28 NORTH MAPLE STREET | FLORENCE | MA | 01062 | N/A | PC | PROGRAM SUPPORT | $100 |
| ANGEL FLIGHT OF NEW ENGLAND INC | |||||||
| 492 SUTTON STREET | NORTH ANDOVER | MA | 01845 | N/A | PC | PROGRAM SUPPORT | $150 |
| THE ANGEL FUND | |||||||
| 649 MAIN STREET | WAKEFIELD | MA | 01880 | N/A | PC | PROGRAM SUPPORT | $100 |
| CPASGHANA CO KATHLEEN SHARKEY DIRECTOR OF COMMUNICATIONS | |||||||
| PO BOX 78 | COS COB | CT | 07807 | N/A | PC | PROGRAM SUPPORT | $100 |
| MENKES FOUNDATION INC | |||||||
| 23397 DAHLIA CIRCLE | CALIFORNIA | MD | 20619 | N/A | PC | PROGRAM SUPPORT | $50 |
| PARENTS AND FRIENDS OF LESBIANS AND GAYS INC | |||||||
| 85 RIVER STREET SUITE 3A | WALTHAM | MA | 02454 | N/A | PC | PROGRAM SUPPORT | $200 |
| SELF HELP AFRICA INC | |||||||
| 41 UNION SQUARE WEST SUITE 1027 | NEW YORK | NY | 10003 | N/A | PC | PROGRAM SUPPORT | $750 |
| SOUTH SHORE INITIATIVE CORP | |||||||
| 75 FINNELL DRIVE | WEYMOUTH | MA | 02188 | N/A | PC | PROGRAM SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $979,542 | 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 | $577 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $637,099 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $730,752 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $730,752 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $3,564,260 | EOYBookValueAmt |
| EOYFMV | $3,564,260 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $440,271 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $250 | $0 | $250 |
| INSURANCE | $5,414 | $0 | $5,414 |
| FEDEX AND POSTAGE | $4,358 | $0 | $4,358 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM CONSULTANTS | $9,398 | $0 | $9,398 |
| GRANT MANAGEMENT | $30,500 | $0 | $30,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |