BLUE HILLS BANK CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HILLS BANK CHARITABLE FOUNDATION (EIN 27-4283786)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-03
- IRS object ID
- 201441549349100109
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-03T12:47:18-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | 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 | 274283786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE HILLS BANK CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 6173616900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1196 RIVER STREET | AddressLine1 |
| City | HYDE PARK | City |
| State | MA | State |
| ZIP Code | 02136 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MARRYAT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7817025741 | PhoneNum |
| Signature | 2014-06-03 | 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 | 2014-06-03 | PreparationDt |
| 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 | $4,382,469 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $565,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $258 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $258 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $260,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $768,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $352,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,387 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,126 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,340 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,340 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $934 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $934 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,538 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,538 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $519,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $519,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $629,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $624,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $136,095 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $501,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $501,849 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,578,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,880,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,880,620 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,714,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,382,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,382,469 | 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 | $3,714,297 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,382,469 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,714,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,382,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,714,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,382,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,714,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $529,575 | OtherIncreasesAmt |
| Subtotal | $4,382,469 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,382,469 | 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 | $500,433 | $240,009 | $260,424 | $260,424 | |
| CAPITAL GAINS DIVIDENDS | $62 | $62 | $62 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $260,486 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $383,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,654,847 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104808 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $194,563 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,266,168 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,150,360 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.164377 | TotalDistributionRt |
| Average Distribution | 0.054792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,307,934 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $236,040 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,469 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,509 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $624,397 | 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 | $3,469 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,469 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,150 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,950 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,481 | OverpaymentAmt |
| Applied To ES Tax | $3,481 | 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/COMMUNITY/CHARITABLE-FOUNDATION | WebsiteAddressTxt |
| Individual With Books | KAREN MARRYAT | IndividualWithBooksNm |
| Phone | 7817025741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORWOOD PARK SOUTH | AddressLine1 |
| City | NORWOOD | City |
| State | MA | State |
| ZIP Code | 02062 | 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 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| MARYLYNNE SMITH QUARCOO | ||||||||
| 1196 RIVER STREET | HYDE PARK | MA | 02136 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEPHEN MCNULTY | ||||||||
| 1196 RIVER STREET | HYDE PARK | MA | 02136 | TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEVEN BURNS | ||||||||
| 1196 RIVER STREET | HYDE PARK | MA | 02136 | CLERK/DIRECTOR | 0.50 | $0 | $0 | $0 |
| SAMUEL L SMITH JR | ||||||||
| 1196 RIVER STREET | HYDE PARK | MA | 02136 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JANICE SILK-KENNEY | ||||||||
| 1196 RIVER STREET | HYDE PARK | MA | 02136 | CHAIRPERSON/DIRECTOR | 0.50 | $10,000 | $0 | $0 |
| KAREN O'CONNELL | ||||||||
| 1196 RIVER STREET | HYDE PARK | MA | 02136 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KAREN MARRYAT | ||||||||
| 1196 RIVER STREET | HYDE PARK | MA | 02136 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RENE OWENS | ||||||||
| 1196 RIVER STREET | HYDE PARK | MA | 02136 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM M PARENT | ||||||||
| 1196 RIVER STREET | HYDE PARK | MA | 02136 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,781,332 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $592,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,373,537 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,373,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,307,934 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,469 | TotalTaxAmt |
| Distributable Before Adj | $211,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $211,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $211,928 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $624,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $624,397 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,469 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $620,928 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $34,711 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $203,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $238,586 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $624,397 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $211,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $412,469 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $651,055 | 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 | $651,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $34,711 | ExcessFromYear2Amt |
| Excess From Year1 | $203,875 | ExcessFromYear1Amt |
| Excess From Current Year | $412,469 | 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 | AddressLine1 |
| City | NORWOOD | City |
| State | MA | State |
| ZIP Code | 02062 | ZIPCode |
| 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 (126 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACCION EAST INC | ||||||||
| 115 E 23RD STREET 7TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | HEALTH AND HUMAN SERVICES | $10,000 | |
| BABSON COLLEGE | ||||||||
| OFFICE OF DEVELOPMENT ALUMNI HALL | BABSON PARK | MA | 02457 | N/A | PC | EDUCATION | $320 | |
| BOSTON EDUCATION FOUNDATION | ||||||||
| 1216 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | N/A | PC | EDUCATION | $500 | |
| BOSTON LATIN SCHOOL ASSOCIATION | ||||||||
| 101 HUNTINGTON AVENUE SUITE 200 | BOSTON | MA | 02199 | N/A | PC | EDUCATION | $100 | |
| BROOKLINE COMMUNITY FOUNDATION INC | ||||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | N/A | PC | EDUCATION | $5,000 | |
| COLLEGE OF THE HOLY CROSS | ||||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | N/A | PC | EDUCATION | $1,350 | |
| 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 | $500 | |
| DANA FARBER CANCER INSTITUTE INC | ||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PC | HEALTH AND MEDICINE | $25,100 | |
| DEDHAM COUNTRY DAY SCHOOL | ||||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | N/A | PC | EDUCATION | $8,116 | |
| ECUMENICAL COMMUNITY FOOD PANTRY | ||||||||
| 150 CHAPEL STREET | NORWOOD | MA | 02062 | N/A | PC | HEALTH AND HUMAN SERVICES | $5,000 | |
| EVERYBODY WINS METRO BOSTON INC | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | N/A | PC | EDUCATION | $2,500 | |
| 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 | $3,383 | |
| FRIENDS OF THE BLUE HILLS CHARITABLE TRUST | ||||||||
| PO BOX 416 | MILTON | MA | 02186 | N/A | PC | COMMUNITY SERVICE | $6,000 | |
| FRIENDS OF THE WEST ROXBURY LIBRARY INC | ||||||||
| 174 STRATFORD STREET | WEST ROXBURY | MA | 02132 | N/A | PC | COMMUNITY SERVICE | $3,333 | |
| FUND FOR CATHOLIC SCHOOLS INC | ||||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | EDUCATION | $2,500 | |
| HOUSE OF POSSIBILITIES INC | ||||||||
| 350 WASHINGTON STREET | EASTON | MA | 02356 | N/A | PC | HEALTH AND HUMAN SERVICES | $2,500 | |
| HYDE PARK ART ASSOCIATION INC | ||||||||
| 26 CENTRAL AVENUE | HYDE PARK | MA | 02136 | N/A | PC | EDUCATION | $11,000 | |
| HYDE PARK MAIN STREETS INC | ||||||||
| 11 FAIRMONT AVENUE SUITE 109 | HYDE PARK | MA | 02136 | N/A | PC | COMMUNITY SERVICE | $5,300 | |
| LAFAYETTE COLLEGE | ||||||||
| DEVELOPMENT OFFICE | EASTON | PA | 18042 | N/A | PC | EDUCATION | $2,000 | |
| 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 | |
| LUPUS FOUNDATION OF AMERICA INC | ||||||||
| 2000 L STREET NW STE 410 | WASHINGTON | DC | 20036 | N/A | PC | HEALTH AND MEDICINE | $250 | |
| MILTON FOUNDATION FOR EDUCATION | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | N/A | PC | EDUCATION | $1,000 | |
| MUSIC ACCESS GROUP INC | ||||||||
| 59 RICHARDS STREET | DEDHAM | MA | 02026 | N/A | PC | ARTS AND CULTURE | $6,000 | |
| 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 | $33,308 | |
| PARTNERS HEALTHCARE SYSTEM INC | ||||||||
| 116 HUNTINGTON AVENUE 5TH FLOOR | BOSTON | MA | 02116 | N/A | PC | HEALTH AND HUMAN SERVICES | $250 | |
| PROJECT BREAD - THE WALK FOR HUNGER INC | ||||||||
| 145 BOARDER STREET | EAST BOSTON | MA | 02128 | N/A | PC | HEALTH AND HUMAN SERVICES | $100 | |
| RIVERSIDE COMMUNITY CARE INC | ||||||||
| 450 WASHINGTON STREET | DEDHAM | MA | 02026 | N/A | PC | HEALTH AND HUMAN SERVICES | $5,000 | |
| ROBERT F KENNEDY CHILDRENS ACTION CORPS | ||||||||
| 11 BEACON STREET SUITE 820 | BOSTON | MA | 02108 | N/A | PC | COMMUNITY SERVICES | $50 | |
| ROXBURY LATIN SCHOOL INC | ||||||||
| 101 ST THERESA AVENUE | WEST ROXBURY | MA | 02132 | N/A | PC | EDUCATION | $500 | |
| SNARC SOUTH NORFOLK COUNTY ASSOCIATION FOR RETARDED CITIZENS | ||||||||
| 789 CLAPBOARD TREE STREET | WESTWOOD | MA | 02090 | N/A | PC | HEALTH AND HUMAN SERVICES | $6,666 | |
| GREEN TEAM SOUTHWEST BOSTON COMMUNITY DEVELOPMENT CORP | ||||||||
| 11 FAIRMONT AVENUE | HYDE PARK | MA | 02136 | N/A | PC | EDUCATION | $5,000 | |
| TOWARD INDEPENDENT LIVING AND LEARNING INC | ||||||||
| 20 EASTBROOK ROAD 201 | DEDHAM | MA | 02026 | N/A | PC | HEALTH AND HUMAN SERVICES | $6,666 | |
| URBAN LEAGUE OF EASTERN MASS INC | ||||||||
| 88 WARREN STREET | ROXBURY | MA | 02119 | N/A | PC | HEALTH AND HUMAN SERVICES | $2,000 | |
| WEDIKO CHILDRENS SERVICES INC | ||||||||
| 72-74E DEDHAM STREET | BOSTON | MA | 02118 | N/A | PC | EDUCATION | $17,000 | |
| WEST ROXBURY MAIN STREET INC | ||||||||
| 1874 CENTRE STREET | WEST ROXBURY | MA | 02132 | N/A | PC | COMMUNITY SERVICE | $5,000 | |
| ITALIAN HOME FOR CHILDREN INC | ||||||||
| 1125 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | EDUCATION | $5,000 | |
| DEDHAM FOOD PANTRY CHARITABLE TR | ||||||||
| 600 WASHINGTON STREET | DEDHAM | MA | 02026 | N/A | PC | HEALTH AND HUMAN SERVICES | $10,000 | |
| MASS AFFORDABLE HOUSING ALLIANCE INC | ||||||||
| 1803 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | N/A | PC | COMMUNITY SERVICES | $10,000 | |
| CASA ESPERANZA INC | ||||||||
| 291 EUSTIS STREET | ROXBURY | MA | 02119 | N/A | PC | HEALTH AND HUMAN SERVICES | $3,000 | |
| AIDS ACTION COMMITTEE OF MASS INC | ||||||||
| 75 AMORY STREET | BOSTON | MA | 02119 | N/A | PC | HEALTH AND HUMAN SERVICES | $10,000 | |
| WEST END HOUSE CAMP INC | ||||||||
| 294 ROAD BETWEEN THE PONDS | PARSONFIELD | ME | 04047 | N/A | PC | COMMUNITY SERVICES | $10,000 | |
| URBAN EDGE HPUSING CORP | ||||||||
| 1542 COLUMBUS AVENUE | BOSTON | MA | 02119 | N/A | PC | COMMUNITY SERVICES | $5,000 | |
| FIRST LITERACY INC | ||||||||
| 160 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PC | EDUCATION | $5,000 | |
| YOUTH AND FAMILY ENRICHMENT SERVICES | ||||||||
| 1234 HYDE PARK AVENUE 104 | BOSTON | MA | 02136 | N/A | PC | EDUCATION | $10,000 | |
| ARTISTS FOR HUMANITY | ||||||||
| 100 W 2ND STREET | BOSTON | MA | 02127 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| BOSTON EARNED INCOME TAX CREDIT COALITION | ||||||||
| BOSTON CITY HALL ONE CITY HALL | BOSTON | MA | 02201 | N/A | PC | PROGRAM SUPPORT | $5,000 | SQUARE |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | ||||||||
| 43 GARRISON ROAD | BROOKLINE | MA | 02445 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| COOPERATIVE ELDER SERVICES INC | ||||||||
| 37 B STREET | BURLINGTON | MA | 01803 | N/A | PC | PROGRAM SUPPORT | $1,828 | |
| THE GARDNER GROUP DBA ON - SITE ACADEMY | ||||||||
| PO BOX 1031 | GARDNER | MA | 01440 | N/A | PC | PROGRAM SUPPORT | $15,000 | |
| AMERICAN DIABETES ASSOCIATION ALEXANDRIA VA | ||||||||
| 1701 N BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | N/A | PC | PROGRAM SUPPORT | $26 | |
| WOUNDED WARRIOR PROJECT - JACKSONVILLE FL | ||||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | N/A | PC | PROGRAM SUPPORT | $500 | |
| ARC OF GREATER PLYMOUTH | ||||||||
| 10 CORDAGE PARK | PLYMOUTH | MA | 02360 | N/A | PC | PROGRAM SUPPORT | $100 | |
| BIKES NOT BOMBS | ||||||||
| 6-18 BARTLETT SQUARE | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $100 | |
| BOSTON COLLEGE TRUSTEES | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | EDUCATION | $6,850 | |
| HOMESTART INC | ||||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $25 | |
| LECROSSE THE NATIONS | ||||||||
| 67 TROWBRIDGE STREET | CAMBRIDGE | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $25 | |
| 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 | $500 | |
| PANCREATIC CANCER ASSN NETWORK INC | ||||||||
| 1500 ROSECRANS AVENUE 200 | MANHATTAN BEACH | CA | 90266 | N/A | PC | HEALTH AND MEDICINE | $36 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 149 MAIN STREET | WATERTOWN | MA | 02472 | N/A | PC | EDUCATION | $300 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $250 | |
| SAINT ANTHONY SHRINE | ||||||||
| ARCH STREET | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $100 | |
| STONEHILL COLLEGE | ||||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | N/A | PC | EDUCATION | $500 | |
| NATIVITY PREPARATORY SCHOOL | ||||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | EDUCATION | $1,000 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION | ||||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | N/A | PC | PROGRAM SUPPORT | $2,885 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | PROGRAM SUPPORT | $100 | |
| AMERICAN SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | N/A | PC | PROGRAM SUPPORT | $50 | |
| BACK ON MY FEET | ||||||||
| 426 E 1ST STREET | BOSTON | MA | 02127 | N/A | PC | PROGRAM SUPPORT | $25 | |
| BOYS AND GIRLS CLUB OF BROCKTON | ||||||||
| 233 WARREN AVENUE | BROCKTON | MA | 02301 | N/A | PC | PROGRAM SUPPORT | $500 | |
| CHILDFUND INT'L USA | ||||||||
| 2821EMERYWOOD PKWY | RICHMOND | VA | 23294 | N/A | PC | PROGRAM SUPPORT | $85 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | N/A | PC | EDUCATION | $100 | |
| DANA FARBER CANCER INSTITUTE INC | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PC | HEALTH AND MEDICINE | $81 | |
| ELIZABETH STONE HOUSE INC | ||||||||
| 8 NOTRE DAME STREET | BOSTON | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $25 | |
| GARDEN CLUB FEDERATION OF MASS INC | ||||||||
| 219 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $100 | |
| MASSACHUSETTS AUDUBON SOCIETY INC | ||||||||
| 208 S GREAT ROAD | LINCOLN | MA | 01773 | N/A | PC | PROGRAM SUPPORT | $70 | |
| MERRIMACK COLLEGE | ||||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | N/A | PC | EDUCATION | $300 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | N/A | PC | PROGRAM SUPPORT | $50 | |
| SOVEREIGN MILITARY AND HOSPITALLER ORDER OF ST JOHN OF JERUSALEM OF RHODES | ||||||||
| 1011 FIRST AVENUE ROOM 1350 | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $500 | |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | N/A | PC | MEDICAL RESEARCH AND CARE | $150 | |
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC | ||||||||
| 161 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| BLACK MINISTERIAL ALLIANCE OF GREATER BOSTON - MOTHERS FOR JUSTICE | ||||||||
| 7 PALMER STREET 3RD FLOOR | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| BOSTON BUILDING MATERIAL COOP CHARITABLE & EDUCATIONAL FUND INC | ||||||||
| 100 TERRACE STREET | BOSTON | MA | 02120 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| BOSTON NATURAL AREAS NETWORK INC | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| FRIENDS OF THE ROSLINDALE BRANCH LIBRARY | ||||||||
| 4246 WASHINGTON STREET | ROSLINDALE | MA | 02131 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| KIT CLARK SENIOR SERVICES INC | ||||||||
| 1500 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| MUSEUM PF AFRO AMERICAN HISTORY | ||||||||
| 46 JOY STREET | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| THEATRE OFFENSIVE INC | ||||||||
| 565 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| WESTWOOD BASEBALL ASSOCIATION | ||||||||
| 200 NAHATAN STREET | WESTWOOD | MA | 02090 | N/A | PC | PROGRAM SUPPORT | $8,333 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON WEST ROXBURY YMCA | ||||||||
| 15 BELLEVUE STREET | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $40,000 | |
| NATIONAL LUNG CANCER PARTNERSHIP | ||||||||
| 1 POINT PLACE 200 | MADISON | WI | 53719 | N/A | PC | PROGRAM SUPPORT | $50 | |
| UNITED WAY OF CENTRAL OKLAHOMA | ||||||||
| 1444 NW 28TH STREET | OKLAHOMA CITY | OK | 73106 | N/A | PC | PROGRAM SUPPORT | $100 | |
| WORCESTER ANIMAL RESCUE LEAGUE | ||||||||
| 139 HOLDEN STREET | WORCESTER | MA | 01606 | N/A | PC | PROGRAM SUPPORT | $150 | |
| ANIMAL RESCUE LEAGUE OF BOSTON DEDHAM BRANCH | ||||||||
| 55 ANNAS PLACE | DEDHAM | MA | 02026 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||||
| 35 DEER STREET | DORCHESTER | MA | 02125 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| BROOKLINE HIGH SCHOOL | ||||||||
| 115 GREENOUGH STREET | BROOKLINE | MA | 02445 | N/A | PC | EDUCATION | $3,750 | |
| CALLAHAN SCHOOL | ||||||||
| 116 GARFIELD AVENUE | NORWOOD | MA | 02062 | N/A | PC | EDUCATION | $858 | |
| CHILDRENS MUSEUM BOSTON | ||||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CUNNINGHAM ELEMENTARY SCHOOL | ||||||||
| 44 EDGE HILL ROAD | MILTON | MA | 02186 | N/A | PC | EDUCATION | $859 | |
| DEDHAM MIDDLE SCHOOL | ||||||||
| 70 WHITING AVENUE | DEDHAM | MA | 02026 | N/A | PC | EDUCATION | $2,500 | |
| FRANKLIN ROOSEVELT SCHOOL | ||||||||
| 95 NEEDHAM ROAD | HYDE PARK | MA | 02136 | N/A | PC | EDUCATION | $11,800 | |
| GLOVER SCHOOL | ||||||||
| MAPLE STREET | MARBLEHEAD | MA | 01945 | N/A | PC | EDUCATION | $7,190 | |
| JOURNEY FORWARD INC | ||||||||
| 755 DEDHAM STREET | CANTON | MA | 02021 | N/A | PC | PROGRAM SUPPPORT | $1,000 | |
| LT PETER M HANSEN ELEMENTARY SCHOOL | ||||||||
| PECUNIT STREET | CAMBRIDGE | MA | 02021 | N/A | PC | EDUCATION | $1,000 | |
| MERIDIAN ACADEMY INC | ||||||||
| 1187 BEACON STREET | BROOKLINE | MA | 02446 | N/A | PC | EDUCATION | $2,000 | |
| MILTON HIGH SCHOOL | ||||||||
| 25 GILE ROAD | MILTON | MA | 02186 | N/A | PC | EDUCATION | $3,000 | |
| NORWOOD HIGH SCHOOL | ||||||||
| 245 NICHOLS STREET | NORWOOD | MA | 02062 | N/A | PC | EDUCATION | $10,000 | |
| PARKSIDE INC HOSPITAL | ||||||||
| 1620 E 12TH STREET | TULSA | OK | 74120 | N/A | PC | HEALTH & MEDICINE | $2,500 | |
| RIVERDALE ELEMENTARY SCHOOL | ||||||||
| 143 NEEDHAM STREET | DEDHAM | MA | 02026 | N/A | PC | EDUCATION | $5,000 | |
| STOUGHTON YOUTH SOCCER LEAGUE | ||||||||
| WEST STREET | STOUGHTON | MA | 02072 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| TUCKER ELEMENTARY SCHOOL | ||||||||
| 187 BLUE HILLS PKWY | MILTON | MA | 02186 | N/A | PC | EDUCATION | $6,000 | |
| URSULINE ACADEMY | ||||||||
| 85 LOWDER STREET | DEDHAM | MA | 02026 | N/A | PC | EDUCATION | $10,000 | |
| ST MARY OF THE HILLS SCHOOL | ||||||||
| 250 BROOK ROAD | MILTON | MA | 02186 | N/A | PC | EDUCATION | $1,000 | |
| ST THERESA AVILA PARISH | ||||||||
| 10 SAINT THERESA AVENUE | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | PROGRAM SUPPORT | $150 | |
| CARDINAL CUSHING CENTERS INC | ||||||||
| 405 WASHINGTON STREET | HANOVER | MA | 02339 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| MARATHON JIMMY FUND WALK - DANA FARBA CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $116 | |
| HILLSIDE SCHOOL PARENT TEACHER COUNCIL TRUST | ||||||||
| BOOTH STREET | NEEDHAM | MA | 02492 | N/A | PC | PROGRAM SUPPORT | $50 | |
| NATIONAL PARKINSON FOUNDATION INC | ||||||||
| 1150 NW 14 STREET 609 | MIAMI | FL | 33136 | N/A | PC | PROGRAM SUPPORT | $100 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON HYDE PARK YMCA | ||||||||
| 1137 RIVER STREET | HYDE PARK | MA | 02136 | N/A | PC | PROGRAM SUPPORT | $1,600 | |
| BISHOP FEEHAN HIGH SCHOOL | ||||||||
| 70 HOLCOTT DRIVE | ATTLEBORO | MA | 02703 | N/A | PC | EDUCATION | $200 | |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| JDRF INTERNATIONAL | ||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $150 | |
| SMILE TRAIN INC | ||||||||
| 41 MADISON AVENUE 28 | NEW YORK | NY | 10010 | N/A | PC | PROGRAM SUPPORT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $519,859 | 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 | $258 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,543 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $203,381 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,381 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BLUE HILLS BANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1196 RIVER STREET | AddressLine1 |
| City | HYDE PARK | City |
| State | MA | State |
| ZIP Code | 02136 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $565,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $3,880,620 | EOYBookValueAmt |
| EOYFMV | $3,880,620 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $250 | $0 | $250 |
| INSURANCE | $2,447 | $0 | $2,447 |
| FEDEX AND POSTAGE | $9,847 | $0 | $9,847 |
| STATIONARY AND SUPPLIES | $1,994 | $0 | $1,994 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $527,955 |
| 2012 FEDERAL EXCISE TAX REFUND | $1,620 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FPFS FEES | $13,549 | $3,387 | $10,162 |
| PROGRAM CONSULTANTS | $42,511 | $0 | $42,511 |
| JK FEES | $5,265 | $0 | $5,265 |
| OTHER PROFESSIONAL FEES | $16,188 | $0 | $16,188 |