STANLEY PARK OF WESTFIELD INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY PARK OF WESTFIELD INC (EIN 04-2131404)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201411349349101416
- Schema version
- 2013v3.0
- 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 | 2014-05-14T11:13:33-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 MAIN STREET - 15TH FL | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WESTFIELD | City |
| State | MA | State |
| ZIP Code | 01086 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A MORIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135689312 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,179,092 | 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 | $1,217,786 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,230 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,230 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,230 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $243,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,490 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $243,490 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $37,641 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $37,641 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $37,641 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $37,641 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $348,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,734,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $348,684 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $45,169 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,114 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10,114 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,860,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $633,045 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $339,644 | 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 | $593,530 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $17,212 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $17,212 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $576,318 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $35,829 | 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 | $14,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10,360 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,440 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $87,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,958 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,958 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $82,646 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $209,536 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,100 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,100 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $385,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,070 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $56,070 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $329,428 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,327,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $88,600 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $993,932 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,327,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $88,600 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $993,932 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $533,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $544,445 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $251,044 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $512,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $556,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $556,438 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $158,465 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $4,203 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $158,465 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $158,465 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $3,638 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,638 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,495,603 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,502,355 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,416,449 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,263,516 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,403,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,237,508 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,017,764 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,868,282 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,266,136 | LandBOYAmt |
| Land EOY | $2,149,482 | LandEOYAmt |
| Land EOYFMV | $7,017,764 | LandEOYFMVAmt |
| Other Assets BOY | $477,867 | OtherAssetsBOYAmt |
| Other Assets EOY | $788,830 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $788,830 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,019,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,562,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,179,092 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,174 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,602 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $3,982 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $3,900 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $44,958 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $56,621 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $57,114 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,123 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,929,877 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,773,811 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $339,250 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,028,364 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $6,693,431 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $6,693,431 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,962,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,495,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,019,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,562,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,962,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $533,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,495,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,495,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|
| UBS WINSLOW | P | $336,400 | $323,976 | $12,424 | $12,424 | |
| UBS WINSLOW | P | $238,226 | $175,473 | $62,753 | $62,753 | |
| UBS BAHL & GAYNOR | P | $399,151 | $380,548 | $18,603 | $18,603 | |
| UBS BAHL & GAYNOR | P | $484,068 | $328,935 | $155,133 | $155,133 | |
| UBS PIMCO | P | $433,185 | $436,140 | -$2,955 | -$2,955 | |
| UBS PIMCO | P | $252,464 | $252,909 | -$445 | -$445 | |
| UBS NFJ | P | $127,537 | $110,440 | $17,097 | $17,097 | |
| UBS NFJ | P | $369,142 | $286,273 | $82,869 | $82,869 | |
| UBS DELAWARE | P | $93,478 | $91,426 | $2,052 | $2,052 | |
| SALE OF ASSETS | P | $1,153 | $8,950 | $1,153 | $1,153 | $8,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $348,684 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $45,169 | 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 | 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 | 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 | 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 | AddressLine1 |
| City | WESTFIELD | City |
| State | MA | State |
| ZIP Code | 01086 | ZIPCode |
| 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 (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| PATRICIA REACH | ||||||||
| 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 |
| HARRY ROCK | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT WATKINS | ||||||||
| 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 |
| BRUCE DEWEY | ||||||||
| 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $92,735 | $4,975 | $0 |
| WAYNE MOUSSETTE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE SUPERVIS | 40.00 | $65,968 | $3,147 | $0 |
| PAUL KUCZYNSKI | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | GREENHOUSE COORDINAT | 40.00 | $57,005 | $8,489 | $0 |
| LISA GADREAULT | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | BOOKKEEPER | 40.00 | $45,504 | $7,785 | $0 |
| JOHN BRILL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MAINTENANCE MECHANIC | 40.00 | $49,332 | $3,384 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 PEACHTREE ROAD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 90326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $56,070 | CompensationAmt |
| 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 | $6,693,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $557,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,251,182 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,251,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,142,414 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $357,121 | 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 | $993,932 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $92,882 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,086,814 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,086,814 | 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 | $251,044 | CurrentYearAmt |
| Year1 | $207,799 | Year1Amt |
| Year2 | $188,560 | Year2Amt |
| Year3 | $307,293 | Year3Amt |
| Total | $954,696 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $213,387 | CurrentYearAmt |
| Year1 | $176,629 | Year1Amt |
| Year2 | $160,276 | Year2Amt |
| Year3 | $261,199 | Year3Amt |
| Total | $811,492 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,086,814 | CurrentYearAmt |
| Year1 | $1,192,955 | Year1Amt |
| Year2 | $1,180,200 | Year2Amt |
| Year3 | $1,321,655 | Year3Amt |
| Total | $4,781,624 | 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 | $1,086,814 | CurrentYearAmt |
| Year1 | $1,192,955 | Year1Amt |
| Year2 | $1,180,200 | Year2Amt |
| Year3 | $1,321,655 | Year3Amt |
| Total | $4,781,624 | 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 | $238,081 | CurrentYearAmt |
| Year1 | $227,599 | Year1Amt |
| Year2 | $223,366 | Year2Amt |
| Year3 | $222,477 | Year3Amt |
| Total | $911,523 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENDOR INCOME | Desc |
| Unrelated Business Taxbl Incm | $2,150 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,230 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,490 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $37,641 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $348,684 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Unrelated Business Taxbl Incm | $7,964 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,114 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $633,045 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $643,159 | 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 (16 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| 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 | $5,329 | Yes (X) |
| SHIRLEY GLAZE | ||||||
| 3 | 1 ARCH ROAD | WESTFIELD | MA | 01085 | $100,000 | Yes (X) |
| ROBERT WATKINS | ||||||
| 4 | 76 HONEY POT ROAD | SOUTHWICK | MA | 01077 | $5,000 | Yes (X) |
| BRUCE DEWEY | ||||||
| 5 | 16 PINERIDGE DRIVE | WESTFIELD | MA | 01085 | $5,000 | Yes (X) |
| WESTFIELD BANK | ||||||
| 6 | 141 ELM STREET | WESTFIELD | MA | 01085 | $30,000 | Yes (X) |
| AMY ANDERSON | ||||||
| 7 | 614 SAN VINCENT BLVD | SANTA MONICA | CA | 90402 | $5,000 | Yes (X) |
| JAMES HAGAN | ||||||
| 8 | 9 GARY DRIVE | WESTFIELD | MA | 01085 | $5,000 | Yes (X) |
| DJ ST GERMAIN INVESTMENT MANAGEMENT | ||||||
| 9 | 1500 MAIN STREET | SPRINGFIELD | MA | 01033 | $10,000 | Yes (X) |
| DONNA HERMAN | ||||||
| 10 | 491 MONTGOMERY ROAD | WESTFIELD | MA | 01085 | $5,000 | Yes (X) |
| PHILIP CASWELL | ||||||
| 11 | 3902 NORTH LONGVIEW DRIVE | JUPITER | FL | 33477 | $5,000 | Yes (X) |
| LEVESQUE ASSOCIATES INC | ||||||
| 12 | 40 SCHOOL STREET | WESTFIELD | MA | 01085 | $5,000 | Yes (X) |
| JEFF GLAZE | ||||||
| 13 | 1 ARCH ROAD | WESTFIELD | MA | 01085 | $20,000 | Yes (X) |
| BARBARA BRAEM JENSEN | ||||||
| 14 | 45 BUGBEE ROAD | SOUTHWICK | MA | 01077 | $5,000 | Yes (X) |
| WARD CASWELL | ||||||
| 15 | 19 HOMESTEAD PARK | NEEDHAM | MA | 02494 | $5,000 | Yes (X) |
| DEPARTMENT OF CONSERVATION AND RECR | ||||||
| 16 | 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 | $14,800 | Amt |
| Net Investment Income | $10,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,360 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,440 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $3,177,476 | $4,005,982 |
| MUTUAL FUNDS | $1,226,045 | $1,231,526 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,502,355 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,416,449 | 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 | $2,648,336 | $0 | $2,648,336 | $2,648,336 |
| BUILDINGS | $2,749,490 | $0 | $2,749,490 | $2,749,490 |
| EQUIPMENT & AMENITIES | $544,478 | $0 | $544,478 | $544,478 |
| VEHICLES & MACHINERY | $863,229 | $0 | $863,229 | $863,229 |
| OFFICE & TECHNOLOGY | $91,728 | $0 | $91,728 | $91,728 |
| ASSETS IN PROCESS | $120,503 | $0 | $120,503 | $120,503 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RESTRICTED CASH FOR LONG TERM PURPOSES | $262,871 | $504,314 | $504,314 |
| MONEY MARKET FUNDS | $214,996 | $284,516 | $284,516 |
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 | $5,500 | $0 | $0 | $5,500 |
| CHEMICALS | $990 | $0 | $0 | $990 |
| PLANT MATERIAL | $7,358 | $0 | $0 | $7,358 |
| PARK EVENTS | $16,161 | $0 | $0 | $16,161 |
| MAINTENANCE GROUNDS | $10,460 | $0 | $0 | $10,460 |
| DUES & SUBSCRIPTIONS | $2,333 | $0 | $0 | $2,333 |
| INSURANCE EXPENSE | $43,236 | $0 | $0 | $43,236 |
| MISCELLANEOUS | $5,871 | $0 | $0 | $5,871 |
| OFFICE EXPENSE | $8,825 | $0 | $0 | $8,825 |
| FUEL | $18,609 | $0 | $0 | $18,609 |
| UTILITIES | $59,993 | $0 | $0 | $59,993 |
| INVESTMENT MANAGEMENT FEES | $56,070 | $56,070 | $56,070 | $0 |
| MAINTENANCE STRUCTURES | $19,440 | $0 | $0 | $19,440 |
| OUTSIDE SERVICES | $3,636 | $0 | $0 | $3,636 |
| MAINTENANCE EQUIPMENT | $24,329 | $0 | $0 | $24,329 |
| FUNDRAISING | $102,687 | $0 | $0 | $102,687 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| VENDOR INCOME | $2,150 | $2,150 |
| MISCELLANEOUS INCOME | $7,964 | $7,964 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $44,958 | BOYBookValueAmt |
| EOY Book Value | $56,621 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL | $80,235 | $0 | $0 | $80,235 |
| PROPERTY | $2,411 | $0 | $0 | $2,411 |
| FOREIGN TAX PAID | $4,958 | $4,958 | $4,958 | $0 |