JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION (EIN 04-3253603)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201442209349100604
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T09:36:59-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296201 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN BILLE PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLARK ROAD | AddressLine1 |
| City | TEWKSBURY | City |
| State | MA | State |
| ZIP Code | 01876 | 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 | 043253603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5084297524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 LOWLAND STREET | AddressLine1 |
| City | HOLLISTON | City |
| State | MA | State |
| ZIP Code | 01746 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH DOUGHERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5084297524 | PhoneNum |
| Signature | 2014-08-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Arthur V Ford CPA | PreparerPersonNm |
| PTIN | P00123459 | PTIN |
| Phone | 9789702900 | 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 | $1,004,995 | 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 | $12,955 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,624 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,624 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,592 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,592 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,264 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,264 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,488 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,488 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,920 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,920 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $240 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $240 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $924 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $924 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,099 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,935 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,935 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,568 | CashBOYAmt |
| Cash EOY | $15,596 | CashEOYAmt |
| Cash EOYFMV | $15,596 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,406 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,406 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $652,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $474,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $612,332 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $217,021 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $351,040 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $349,661 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $893,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $868,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,004,995 | 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 | $893,791 | RetainedEarningBOYAmt |
| Retained Earning EOY | $868,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $893,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $868,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $893,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $868,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $893,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $676 | OtherIncreasesAmt |
| Subtotal | $868,789 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $868,789 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 138 SHS CELGENE CORP, CELG | P | 2012-09-26 | 2013-07-26 | $19,830 | $10,588 | $9,242 | $9,242 |
| 134 SHS CHENIERE ENERGY INC NEW | P | 2013-06-26 | 2013-12-05 | $5,646 | $3,729 | $1,917 | $1,917 |
| 500 SHS 3D SYSTEMS CORP DEL COM NEW | P | 2013-04-12 | 2013-11-05 | $34,350 | $17,440 | $16,910 | $16,910 |
| CASH IN LIEU KINDER MORGAN MGMT LLC | P | 2013-11-15 | 2013-11-15 | $39 | $39 | $39 | |
| CASH IN LIEU MALLINKRODT PLC ORD | P | 2013-07-10 | 2013-07-10 | $32 | $32 | $32 | |
| 125 SHS SPDR GOLD TR GOLD SHS, GLD | P | 2012-10-31 | 2013-04-15 | $16,916 | $20,833 | -$3,917 | -$3,917 |
| CASH IN LIEU ZOETIS INC COM | P | 2013-06-27 | 2013-06-27 | $9 | $9 | $9 | |
| 1000 SHS BANK OF AMERICA CORP, BAC | P | 2011-01-05 | 2013-08-22 | $14,422 | $14,509 | -$87 | -$87 |
| 500 SHS CISCO SYS INC, CSCO | P | 2011-01-05 | 2013-08-22 | $11,980 | $10,384 | $1,596 | $1,596 |
| 50 SHS COVIDIEN PLC U SDO.20 | P | 2011-01-11 | 2013-08-22 | $3,032 | $2,152 | $880 | $880 |
| 1000 SHS EMC CORP MASS, EMC | P | 2011-01-05 | 2013-01-10 | $23,759 | $23,426 | $333 | $333 |
| 200 SHS JOHNSON CTLS INC, JCI | P | 2011-12-07 | 2013-12-05 | $9,942 | $6,481 | $3,461 | $3,461 |
| 300 SHS JPMORGAN CHASE & CO | P | 2011-01-05 | 2013-08-22 | $15,649 | $13,449 | $2,200 | $2,200 |
| 43.265 SHS MALLINCKRODT PLC ORDINARY USD | P | 2012-04-18 | 2013-07-02 | $1,834 | $1,533 | $301 | $301 |
| 2500 SHS PEOPLES UTD FINL INC | P | 2011-02-25 | 2013-06-26 | $36,456 | $35,000 | $1,456 | $1,456 |
| 263 SHS ZOETIS INC COM USDO.01 CL A | P | 2011-02-25 | 2013-08-22 | $7,803 | $5,011 | $2,792 | $2,792 |
| 30,000 CHESAPEAKE ENERGY CORP | P | 2012-02-14 | 2013-05-13 | $30,000 | $29,683 | $317 | $317 |
| 200 SHS COVIDIEN PLC USDO.20 | P | 2007-11-07 | 2013-08-22 | $12,129 | $7,282 | $4,847 | $4,847 |
| CVS CORP PASS THROUGH | P | 2011-04-12 | 2013-12-10 | $517 | $481 | $36 | $36 |
| 1000 SHS JP MORGAN CHASE & CO | P | 2011-02-25 | 2013-09-03 | $25,000 | $27,453 | -$2,453 | -$2,453 |
| 24.727 SHS MALLINCKRODT PLC ORDINARY | P | 2007-11-07 | 2013-07-02 | $1,048 | $698 | $350 | $350 |
| 10,000 NYMAGIC INC SR NT. 6.5% | P | 2011-07-13 | 2013-12-05 | $10,096 | $9,910 | $186 | $186 |
| 1000 SHS SLM CORP CPI LKD NT FLTG RATE | P | 2011-12-28 | 2013-05-30 | $24,110 | $22,307 | $1,803 | $1,803 |
| 250 SHS STRYKER C ORP | P | 2006-05-03 | 2013-08-22 | $17,147 | $10,805 | $6,342 | $6,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,592 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,664 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $932,696 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.137948 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,812 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,041,373 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,123,193 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,370 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,088,973 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092169 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $153,576 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,416,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108392 | DistributionYr5Rt |
| Total Distribution | 0.538485 | TotalDistributionRt |
| Average Distribution | 0.107697 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $951,675 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $610 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $103,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $664 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $664 | TotalPaymentsAndCreditsAmt |
| Tax Due | $556 | 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FAITH DOUGHERTY | IndividualWithBooksNm |
| Phone | 5084228514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 LOWLAND STREET | AddressLine1 |
| City | HOLLISTON | City |
| State | MA | State |
| ZIP Code | 01746 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FAITH DOUGHERTY | ||||||||
| 9641 GEORGETOWN PIKE | GREAT FALLS | VA | 22066 | TRUSTEE | 2.00 | $3,500 | $0 | $0 |
| CATHERINE A AGIUS | ||||||||
| 382 OCEAN AVENUE APT 1701 | REVERE | MA | 02151 | TRUSTEE | 2.00 | $1,100 | $0 | $0 |
| ALAN SCHWADRON CPA | ||||||||
| 75 SECOND AVE-SUITE 425 | NEEDHAM | MA | 02494 | TRUSTEE | 2.00 | $600 | $0 | $0 |
| FAITH K TIBERIO | ||||||||
| 36 ASH LANE | SHERBORN | MA | 01770 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GARY A GUS GERULSKIS | ||||||||
| 136 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $915,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $966,168 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $966,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $951,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,220 | TotalTaxAmt |
| Distributable Before Adj | $46,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,364 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,881 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,193 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,163 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,619 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,701 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $321,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,286 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $374,843 | 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 | $82,881 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $291,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,193 | ExcessFromYear4Amt |
| Excess From Year3 | $44,163 | ExcessFromYear3Amt |
| Excess From Year2 | $65,619 | ExcessFromYear2Amt |
| Excess From Year1 | $82,701 | ExcessFromYear1Amt |
| Excess From Current Year | $53,286 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | NONE | 501C | SCIENTIFIC | $2,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | NONE | 501C | EDUCATIONAL | $600 |
| AMERICAN REPERTORY THEATRE | |||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | 501C | LITERARY | $1,000 |
| BLACKSTONE FIRE DEPT | |||||||
| 15 ST PAUL ST | BLACKSTONE | MA | 01504 | NONE | 501C | PUBLIC SAFETY | $2,000 |
| BLACKSTONE POLICE DEPT | |||||||
| 15 ST PAUL ST | BLACKSTONE | MA | 01504 | NONE | 501C | PUBLIC SAFETY | $2,000 |
| BOSTON BALLET | |||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | 501C | LITERARY | $1,000 |
| BOSTON LYRIC OPERA | |||||||
| 45 FRANKLIN ST-4TH FL | BOSTON | MA | 02110 | NONE | 501C | LITERARY | $10,000 |
| BOSTON MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | 501C | LITERARY | $5,000 |
| CITY OF ST AUGUSTINE HERITAGE FUND | |||||||
| PO BOX 210 | ST AUGUSTINE | FL | 32085 | NONE | 501C | EDUCATIONAL | $1,000 |
| CIVIL WAR PRESERVATION TRUST | |||||||
| 1331 H STREET-SUITE 1001 | WASHINGTON | DC | 20005 | NONE | 501C | EDUCATIONAL | $600 |
| CMRI DBA FATIMA MARIAN CTR | |||||||
| 7745 MILITARY AVENUE | OMAHA | NE | 68134 | NONE | 501C | RELIGIOUS | $2,000 |
| CUMBERLAND COLLEGE | |||||||
| 6178 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | 501C | EDUCATIONAL | $1,000 |
| DOWD CENTER FOR THE HOMELESS | |||||||
| 651 BROAD STREET | COLUMBUS | OH | 43215 | NONE | 501C | CHARITABLE | $150 |
| DUBLIN MONTESSORI ACADEMY | |||||||
| 10465 SAWMILL ROAD | POWELL | OH | 43065 | NONE | 501C | EDUCATIONAL | $250 |
| EMMA CONCERT ASSOCIATION | |||||||
| 2692 US 1 | ST AUGUSTINE | FL | 32086 | NONE | 501C | LITERARY | $500 |
| FIRST COAST OPERA | |||||||
| PO BOX 2223 | ST AUGUSTINE | FL | 32085 | NONE | 501C | LITERARY | $1,000 |
| FLAGLER COLLEGE | |||||||
| KING STREET | ST AUGUSTINE | FL | 32084 | NONE | 501C | EDUCATIONAL | $3,000 |
| FLORIDA TRUST FOR HISTORIC | |||||||
| PO BOX 11206 | TALLAHASSEE | FL | 32303 | NONE | 501C | EDUCATIONAL | $500 |
| FRAMINGHAM HISTORICAL SOCIETY | |||||||
| 16 VERNON STREET | FRAMINGHAM | MA | 01703 | NONE | 501C | EDUCATIONAL | $500 |
| HOLLISTON HIGH SCHOOL AGRICULTURAL | |||||||
| 370 HILLIS STREET | HOLLISTON | MA | 01746 | NONE | 501C | EDUCATIONAL | $250 |
| HUNTINGTON THEATER | |||||||
| 264 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | 501C | LITERARYLITERARY | $25,000 |
| LIGHTNER MUSEUM | |||||||
| KING STREET | ST AUGUSTINE | FL | 32085 | NONE | 501C | EDUCATIONAL | $3,000 |
| LIMELIGHT THEATER INC | |||||||
| PO BOX 1196 | ST AUGUSTINE | FL | 32085 | NONE | 501C | LITERARY | $2,000 |
| MASS 4H CLUB | |||||||
| 22 ELIOT STREET | ASHLAND | MA | 01721 | NONE | 501C | CHARITABLE | $1,000 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | NONE | 501C | CHARITABLE | $500 |
| SHERBORN FIRE AND RESCUE | |||||||
| 22 NORTH MAIN STREET | SHERBORN | MA | 01770 | NONE | 501C | PUBLIC SAFETY | $1,500 |
| SHERBORN LIONS | |||||||
| 288 DOVER ROAD | WESTWOOD | MA | 01770 | NONE | 501C | CHARITABLE | $1,000 |
| SHERBORN POLICE DEPARTMENT | |||||||
| 19 WASHINGTON STREET | SHERBORN | MA | 01770 | NONE | 501C | PUBLIC SAFETY | $1,500 |
| ST AUGUSTINE SISTER CITIES ASSN | |||||||
| PO BOX 210 | ST AUGUSTINE | FL | 32085 | NONE | 501C | CHARITABLE | $2,000 |
| TEMPLE UNIVERSITY | |||||||
| 580 MEETINGHOUSE ROAD | AMBLER | PA | 19002 | NONE | 501C | EDUCATIONAL | $5,000 |
| VISITING NURSES | |||||||
| 500 RUTHERFORD AVENUE | CHARLESTOWN | MA | 02129 | NONE | 501C | CHARITABLE | $1,000 |
| WELLESLEY MO MTG OF FRIENDS | |||||||
| 20 BENVENUE STREET | WELLESLEY | MA | 02482 | NONE | 501C | CHARITABLE | $3,000 |
| WOMAN'S NATIONAL FARM & GARDEN ASSOCIATION | |||||||
| PO 325 | RAWSON | OH | 45881 | NONE | 501C | CHARITABLE | $1,500 |
| ST AUGUSTINE TRUST FOR HISTORIC PRESERVATION | |||||||
| 75 KING STREET | ST AUGUSTINE | FL | 32084 | NONE | 501C | HISTORICAL | $1,000 |
| ANTIOCH CHRISTIAN CHURCH | |||||||
| 2041 W WALNUT H ILL LN | IRVING | TX | 75038 | NONE | 501C | CHARITABLE | $500 |
| NEW ENGLAND OES RESCUE | |||||||
| 49 STONEHEDGE RD | LINCOLN | MA | 01773 | NONE | 501C | CHARITABLE | $250 |
| HOMELESS FAMILES FOUNDATION | |||||||
| 651 WEST BROAD STREET | COLUMBUS | OH | 43215 | NONE | 501C | CHARITABLE | $200 |
| ADOPT A PLATOON | |||||||
| 25089 CENTERLINE ROAD | SAN BENITO | TX | 78586 | NONE | 501C | CHARITABLE | $150 |
| ST OLAF'S COLLEGE | |||||||
| 1520 OLAF AVE | NORTHFIELD | MN | 55057 | NONE | 501C | EDUCATIONAL | $4,000 |
| UMASS AMHERST | |||||||
| 181 PRESIDENTS DRIVE | AMHERST | MA | 01003 | NONE | 501C | EDUCATIONAL | $4,000 |
| NATIONAL SOCIETY OF THE COLONIAL DAMES | |||||||
| 2715 Q ST NW | WASHINGTON | DC | 20007 | NONE | 501C | HISTORICAL | $1,000 |
| FORWARD MARCH INC | |||||||
| 2935 THOUSAND OAKS STE 6-153 | SAN ANTONIO | TX | 78247 | NONE | 501C | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,450 | 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 | $15,624 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,736 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $48,592 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,952 | 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 | RAY MARIA STATA CHARITABLE FUND OF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WINTER ST BOX 203 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGAUNN & SCHWADRON CPA'S LLC | CategoryTxt |
| Amt | $4,264 | Amt |
| Net Investment Income | $4,264 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25000 QWEST CAP FDG INC NT | $25,981 | $23,938 |
| 25000 AMERIGAS PARTNERS LP | $25,969 | $26,875 |
| 25000 SKYWORKS CONCESSION CO LLC | $20,770 | $22,500 |
| 25000 CONSOL ENERGY INC SR NT | $26,313 | $26,344 |
| 30000 BSB CAP TR I GTD CAP SECS | $30,568 | $30,549 |
| 15000 CVS CORP PASS THROUGH TR | $11,554 | $13,330 |
| 30000 HSBC AMERS CAP TR II CAP 144A | $30,829 | $30,495 |
| 5000 GOLDMAN SACHS GROUP INC NOTE | $5,254 | $5,733 |
| 30000 INFINITY PPTY & GAS CORP | $32,184 | $30,028 |
| 30000 VALLEY NATL BANCORP SUB DEB | $30,294 | $29,589 |
| 50000 COLUMBIA FINL TR I BONDS 144A | $49,895 | $49,500 |
| 35000 BANK OF AMERICA PERPETUAL PFD | $38,958 | $38,780 |
| 20000 FPL GROUP CAPITAL INC BONDS | $22,471 | $22,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 385 COACH INC (COH) | $21,353 | $21,610 |
| 35 APPLE INC (AAPL) | $19,222 | $19,636 |
| 825 WELLS FARGO & CO nEW | $26,536 | $37,455 |
| 400 VERIZON COMMUNICATIONS | $14,673 | $19,656 |
| 350 THERMO FISHER SCIENTIFIC INC | $19,407 | $38,973 |
| 700 TEVA PHARMACEUTICAL IND | $35,215 | $28,056 |
| 300 QUALCOMM INC (QCOM) | $16,994 | $22,275 |
| 834 PFIZER INC (PFE) | $15,712 | $25,545 |
| 700 ORACLE CORPORATION (ORCL) | $23,097 | $26,782 |
| 500 JOHNSON CTLS INC | $16,203 | $25,650 |
| 600 JP MORGAN CHASE & CO (JPM) | $24,818 | $35,088 |
| 1000 GENERAL ELECTRIC CO | $18,559 | $28,030 |
| 370 FREEPORT MCMORAN COPPER | $14,277 | $13,964 |
| 1000 CISCO SYS INC | $19,739 | $22,430 |
| 2000 BANK OF AMERICA | $22,038 | $31,140 |
| 259 APACHE CORP | $26,646 | $22,258 |
| 300 SH STRYKER CORP | $12,966 | $22,542 |
| 200 SH PRAXAIR | $18,028 | $26,006 |
| 325 NESTLE S SPON | $15,439 | $23,863 |
| 1000 SH FLIR SYS | $28,456 | $30,100 |
| 250 SH EXXON MOBIL | $16,951 | $25,300 |
| 300 COVIDIEN PLC | $13,853 | $20,430 |
| 700 SHS CHENIERE ENERGY INC NEW | $19,479 | $30,184 |
| 203 KINDER MORGAN MGMT LLC | $15,086 | $15,359 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOU FEES (FIDELITY) | $16 | $16 | $0 |
| INVESTMENT EXPENSES | $27 | $27 | $0 |
| COMM MASS ANNUAL REPORT FILING FEE | $35 | $35 | $0 |
| BROKERAGE TRANSACTION FEES | $1,021 | $1,021 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON DIVIDEND DISTRIBUTIONS | Description |
| Amount | $676 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $9,488 | Amt |
| Net Investment Income | $9,488 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON DIVIDEND INCOME | CategoryTxt |
| Amt | $240 | Amt |
| Net Investment Income | $240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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