CARY MEMORIAL LIBRARY FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CARY MEMORIAL LIBRARY FOUNDATION INC (EIN 04-3462996)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-02-11
IRS object ID
201440429349301579
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-11T18:09:47-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN208014049EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1STONE & COMPANY LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line157 BEDFORD STREET SUITE 225AddressLine1
CityLEXINGTONCity
StateMAState
ZIP Code02420ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043462996EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CARY MEMORIAL LIBRARY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCARYNameControl
Phone7818626288Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11874 MASSACHUSETTS AVENUEAddressLine1
CityLEXINGTONCity
StateMAState
ZIP Code02420ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT BOUDREAUName
TitleTREASURERTitle
Phone7818626288Phone
Date Signed2014-01-27DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMATTHEW P STONE CPAName
PTINP00034712PTIN
Phone7818636300Phone
Date Prepared2014-01-27DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROBERT BOUDREAUNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11874 MASSACHUSETTS AVENUEAddressLine1
CityLEXINGTONCity
StateMAState
ZIP Code02420ZIPCode
FieldValueIRS element (for citing)
Gross Receipts201395GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CARYLIBRARY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1999YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionFUNDRAISING AND COLLECTION OF FUNDS FOR THE BENEFIT OF THE CARY MEMORIAL LIBRARY TO USE FOR GENEAL AND VARIOUS SPECIAL PROGRAMS.ActivityOrMissionDescription
Nbr Voting Members Governing Body20NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees1TotalNbrEmployees
Total Nbr Volunteers5TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year194163ContributionsGrantsPriorYear
Contributions Grants Current Year197295ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-159InvestmentIncomePriorYear
Investment Income Current Year35InvestmentIncomeCurrentYear
Other Revenue Prior Year21701OtherRevenuePriorYear
Other Revenue Current Year1015OtherRevenueCurrentYear
Total Revenue Prior Year215705TotalRevenuePriorYear
Total Revenue Current Year198345TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year164173GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY204908GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year16014SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year8155TotalFundrsngExpCurrentYear
Other Expense Prior Year45604OtherExpensePriorYear
Other Expenses Current Year23838OtherExpensesCurrentYear
Total Expenses Prior Year209777TotalExpensesPriorYear
Total Expenses Current Year244760TotalExpensesCurrentYear
Revenues Less Expenses Prior Year5928RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-46415RevenuesLessExpensesCY
Total Assets BOY213625TotalAssetsBOY
Total Assets EOY167210TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY213625NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY167210NetAssetsOrFundBalancesEOY
Mission DescriptionFUNDRAISING AND COLLECTION OF FUNDS FOR THE BENEFIT OF THE CARY MEMORIAL LIBRARY TO USE FOR GENERAL AND VARIOUS SPECIAL PROGRAMS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense224630Expense
Grants204908Grants
DescriptionFUNDRAISING AND COLLECTION OF FUNDS FOR THE BENEFIT OF THE CARY MEMORIAL LIBRARY TO USE FOR GENERAL AND VARIOUS SPECIAL PROGRAMS.Description
Total Program Service Expense224630TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees1NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members20NbrVotingGoverningBodyMembers
Number Independent Voting Members20NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ROBERT BOUDREAUBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7818626288TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11874 MASSACHUSETTS AVEAddressLine1
CityLEXINGTONCity
StateMAState
ZIP Code02420ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JEANNE KRIEGER
PRESIDENT1.00XX000
ANDREA JACKSON
VICE PRESIDENT1.00XX000
ROBERT BOUDREAU
TREASURER1.00XX000
SCOTT F BURSON
CLERK1.00XX000
ASHLEY ROONEY
DIRECTOR1.00X000
HEIDI TYSON
DIRECTOR1.00X000
JAGESH SHAH
DIRECTOR1.00X000
MUKUND GUPTA
DIRECTOR1.00X000
KAREN KRISTIN
DIRECTOR1.00X000
PETER LEE
DIRECTOR1.00X000
RAND SPERO
DIRECTOR1.00X000
RANDI LEVINE
DIRECTOR1.00X000
MICHAEL KENNEALY
DIRECTOR1.00X000
ROBIN DIGIAMMARINO
DIRECTOR1.00X000
SUSAN MCLEISH
DIRECTOR1.00X000
JANE WHITEHEAD
DIRECTOR1.00X000
NANCY SHEPARD
DIRECTOR1.00X000
GINI SHEVRIN
DIRECTOR1.00X000
CATHERINE W GILL
DIRECTOR1.00X000
STEVE WOIT
DIRECTOR1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions197295AllOtherContributions
Total Contributions197295TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column35TotalRevenueColumn
Exclusion$35ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events4065GrossIncomeFundraisingEvents
Fundraising Direct Expenses3050FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column1015TotalRevenueColumn
Exclusion$1,015ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column198345TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,050ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total204908Total
Program Services204908ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total14487Total
Program Services14487ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1527Total
Program Services1527ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total2500Total
Management And General2500ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralFundraisingFundraising
OFFICE1115368484305
POSTAGE & PRINTING38503850
INSURANCE14841484
BANK CHARGES & FEES11431143

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total3708Total
Program Services3708ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total244760Total
Program Services224630ProgramServices
Management And General11975ManagementAndGeneral
Fundraising8155Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY46823BOY
EOY50036EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY25387BOY
EOY25443EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY140802BOY
EOY91068EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY613BOY
EOY663EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY213625BOY
EOY167210EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY213625BOY
EOY167210EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY213625BOY
EOY167210EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY213625BOY
EOY167210EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-46415ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review1AccountantCompileOrReview

Accountant Compile Or Review Basis AccountantCompileOrReviewBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
FS Audited0FSAudited
Audit Committee0AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1CARY MEMORIAL LIBRARY TOWN OF LEXINGTONBusinessNameLine1
FieldValueIRS element (for citing)
EIN046001200EIN
Type Of Organization6TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$204,908Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts204908SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1300TH ART SALENameOfEvent1
Gross Receipts Event14065GrossReceiptsEvent1
Gross Revenue Event14065GrossRevenueEvent1
Other Direct Expenses Event13050OtherDirectExpensesEvent1
Gross Receipts Total4065GrossReceiptsTotal
Gross Revenue Total Events4065GrossRevenueTotalEvents
Other Direct Expenses Total Events3050OtherDirectExpensesTotalEvents
Direct Expense Summary Events3050DirectExpenseSummaryEvents
Net Income Summary1015NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1CARY MEMORIAL LIBRARYBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11874 MASSACHUSETTS AVENUEAddressLine1
CityLEXINGTONCity
StateMAState
ZIP Code02420ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient046001200EINOfRecipient
Amount Of Cash Grant204908AmountOfCashGrant
Purpose Of GrantTO ASSIST WITH GENERAL AND SPECIAL PROGRAMS.PurposeOfGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE COMPLETED FORM 990 WAS REVIEWED BY THE PRESIDENT AND TREASURER AND A FULL COPY WAS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CDIRECTORS ARE REQUIRED ON AN ANNUAL BASIS TO DISCLOSE ANY CONFLICTS OF INTEREST WITH THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION'S TAX FILINGS ARE AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG. THE TAX FILINGS ARE ALSO AVAILABLE AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION FOR PUBLIC CHARITIES WEBSITE AND UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATIONS FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE. FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST THROUGH THE FOUNDATION.

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