FURP.ORG / PUBLIC DATA EXPLORER

BLUE HILLS BANK CHARITABLE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BLUE HILLS BANK CHARITABLE FOUNDATION (EIN 27-4283786)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-03-06
IRS object ID
201300659349100350
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)
Timestamp2013-03-06T10:11:07-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN042442519EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021101772ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN274283786EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BLUE HILLS BANK CHARITABLE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBLUENameControl
Phone6173616900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11196 RIVER STREETAddressLine1
CityHYDE PARKCity
StateMAState
ZIP Code02136ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTEPHEN MCNULTYName
TitleTREASURERTitle
Phone6173616900Phone
Date Signed2013-02-28DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALFONSO PERILLOName
PTINP00950491PTIN
Phone6172276161Phone
Date Prepared2013-02-26DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3714297FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss444050ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss26InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm26InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss121084DividendsRevAndExpnss
Dividends Net Invst Incm121084DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss26188NetGainSaleAssetsRevAndExpnss
Gross Sales Price168873GrossSalesPrice
Capital Gain Net Incm Net Invst Incm61951CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses591348TotalRevenueAndExpenses
Total Net Investment Income183061TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss4450AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps4450AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss78616OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm3851OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps74765OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss1186TaxesRevAndExpnss
Taxes Net Invst Incm1186TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss1295TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps1295TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss11783OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps11783OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss97330TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm5037TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps92293TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss292544ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps292544ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss389874TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm5037TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps384837TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses201474ExcessOfRevenueOverExpenses
Net Investment Income178024NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY120901SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY136095SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV136095SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY3225392InvestmentsCorpStockBOY
Investments Corp Stock EOY3578202InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3578202InvestmentsCorpStockEOYFMV
Total Assets BOY3346293TotalAssetsBOY
Total Assets EOY3714297TotalAssetsEOY
Total Assets EOYFMV3714297TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY3346293RetainedEarningsBOY
Retained Earnings EOY3714297RetainedEarningsEOY
Total Net Assets BOY3346293TotalNetAssetsBOY
Total Net Assets EOY3714297TotalNetAssetsEOY
Total Liabilities Net Assets BOY3346293TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3714297TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3346293TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses201474ExcessOfRevenueOverExpenses
Other Increases166530OtherIncreases
Subtotal3714297Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY3714297TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesHow AcquiredHowAcquired
SALE OF PUBLICLY TRADED SECURITIES1664301069225950859508
CAPITAL GAINS DIVIDENDS244324432443P
FieldValueIRS element (for citing)
Capital Gain Net Income61951CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1194563QualifyingDistributionsYear1
Noncharitable Assets Year13266168NoncharitableAssetsYear1
Distribution Ratio Year10.059569DistributionRatioYear1
Qualifying Distributions Year20QualifyingDistributionsYear2
Noncharitable Assets Year23150360NoncharitableAssetsYear2
Distribution Ratio Year20.000000DistributionRatioYear2
Total Distribution Ratio0.059569TotalDistributionRatio
Average Distribution Ratio0.029785AverageDistributionRatio
Net Noncharitable Assets3654847NetNoncharitableAssets
Adjusted Noncharitable Assets108860AdjustedNoncharitableAssets
One Percent Net Investment Income1780OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One110640AdjNonchrtblAssetsAndOnePct
Qualifying Distributions384837QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1780InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1780Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1780TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment5200EstTaxPaymentsAndOverpayment
Total Credits And Payments5200TotalCreditsAndPayments
Overpayment3420Overpayment
Amount Credited To Next Year1800AmountCreditedToNextYear
Amount To Be Refunded1620AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.BLUEHILLSBANK.COM/COMMUNITYWebsiteAddress
Books In Care Of Person NameSTEPHEN MCNULTYBooksInCareOfPersonName
Books In Care Of Phone Number6173616900BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11196 RIVER STREETAddressLine1
CityHYDE PARKCity
StateMAState
ZIP Code02136ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARYLYNNE SMITH QUARCOO
1196 RIVER STREETHYDE PARKMA02136DIRECTOR1.00000
STEPHEN MCNULTY
1196 RIVER STREETHYDE PARKMA02136TREASURER/DIRECTOR1.00000
RICHARD L THOMPSON
1196 RIVER STREETHYDE PARKMA02136CLERK/DIRECTOR15.00000
SAMUEL L SMITH JR
1196 RIVER STREETHYDE PARKMA02136DIRECTOR1.00000
JANICE KENNEY
1196 RIVER STREETHYDE PARKMA02136CHAIRPERSON/DIRECTOR3.00000
KAREN O'CONNELL
1196 RIVER STREETHYDE PARKMA02136DIRECTOR1.00000
KAREN MARRYAT
1196 RIVER STREETHYDE PARKMA02136DIRECTOR3.00000
ELAINE PISELLI
1196 RIVER STREETHYDE PARKMA02136DIRECTOR1.00000
RENE OWENS
1196 RIVER STREETHYDE PARKMA02136DIRECTOR1.00000
WILLIAM M PARENT
1196 RIVER STREETHYDE PARKMA02136PRESIDENT/DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities3469864AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances240641AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3710505TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3710505AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable55658CashDeemedCharitable
Net Noncharitable Assets3654847NetNoncharitableAssets
Minimum Investment Return182742MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return182742MinimumInvestmentReturn
Tax Based On Investment Income1780TaxBasedOnInvestmentIncome
Total Tax1780TotalTax
Distributable Amount Before Adj180962DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded180962DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted180962DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions384837ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions384837QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1780OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions383057AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted180962DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year134711ExcessDistriCarryoverYear1
Total Excess Distri Carryover34711TotalExcessDistriCarryover
Qualifying Distributions384837QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year180962AppliedToCurrentYear
Remaining Distri From Corpus203875RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus238586TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year238586ExcessDistriCyovToNextYear
Excess From Year134711ExcessFromYear1
Excess From Current Year203875ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameRICHARD L THOMPSONRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11196 RIVER STREETAddressLine1
CityHYDE PARKCity
StateMAState
ZIP Code02136ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number6173606542RecipientPhoneNumber
Recipient Email AddressRTHOMPSON@BLUEHILLSBANK.COMRecipientEmailAddress
Form And Info And MaterialsAPPLICATIONS 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 ENDFormAndInfoAndMaterials
Submission DeadlinesAPPLICATIONS ARE TO BE RECEIVED BY FEBRUARY 1, MAY 1, AUGUST 1 & NOVEMBER 1 OF EACH YEAR.SubmissionDeadlines
Restrictions On AwardsORGANIZATIONS 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.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (102 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION
264 COTTEGE STREETSPRINGFIELDMA01104N/A509(A)MEDICAL RESEARCH$75
AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
320 NOORWOOD PARK SONORWOODMA02062N/A509(A)HEALTH AND MEDICINE$1,050
BOSTON PUBLIC LIBRARY FOUNDATION INC
700 BOYLSTON STREETBOSTONMA02116N/A509(A)COMMUNITY SERVICE$5,000
BROOKLINE COMMUNITY FOUNDATION INC
40 WEBSTER PLACEBROOKLINEMA02445N/A509(A)EDUCATION$5,000
CHILDRENS HOSPITAL CORPORATION
75 BICKFORD STREETJAMAICA PLAINMA02130N/AHOSPITALHEALTH AND HUMAN SERVICESHOSPITAL$500
CYSTIC FIBROSIS FOUNDATION
PO BOX 639WILSONNC27894N/A509(A)HEALTH AND HUMAN SERVICES$1,570
DEDHAM COUNTRY DAY SCHOOL
90 SANDY VALLEY ROADDEDHAMMA02026N/ASCHOOLEDUCATION$8,267
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVENUE 2NEW YORKNY10001N/A509(A)HEALTH AND MEDICINE$150
ECUMENICAL COMMUNITY FOOD PANTRY
150 CHAPEL STREETNORWOODMA02062N/A509(A)HEALTH AND HUMAN SERVICES$5,000
ECUMENICAL SOCIAL ACTION COMMITTEE INC
3313 WASHINGTON STREETJAMAICA PLAINMA02130N/A509(A)COMMUNITY SERVICE$5,500
FRIENDS OF HYDE PARK BRANCH LIBRARY
35 HARVARD AVENUEHYDE PARKMA02136N/A509(A)COMMUNITY SERVICE$3,583
FRIENDS OF THE BLUE HILLS CHARITABLE TRUST
PO BOX 416MILTONMA02186N/A509(A)COMMUNITY SERVICE$5,025
FRIENDS OF THE WEST ROXBURY LIBRARY INC
174 STRATFORD STREETWEST ROXBURYMA02132N/A509(A)COMMUNITY SERVICE$3,333
FUND FOR CATHOLIC SCHOOLS INC
66 BROOKS DRIVEBRAINTREEMA02184N/A509(A)EDUCATION$1,250
HYDE PARK ART ASSOCIATION INC
26 CENTRAL AVENUEHYDE PARKMA02136N/A509(A)EDUCATION$10,000
HYDE PARK MAIN STREETS INC
11 FAIRMONT AVENUE SUITE 109HYDE PARKMA02136N/A509(A)COMMUNITY SERVICE$13,500
LAHEY CLINIC FOUNDATION INC
41 MALL ROADBURLINGTONMA01805N/A509(A)MEDICAL RESEARCH$250
PAN MASSACHUSETTS CHALLENGE TRUST
77 FOURTH AVENUENEEDHAMMA02494N/A509(A)HEALTH AND MEDICINE$5,875
RIVERSIDE COMMUNITY CARE INC
450 WASHINGTON STREETDEDHAMMA02026N/A509(A)HEALTH AND HUMAN SERVICES$5,000
RIVERSIDE THEATRE WORKS INC
45 FAIRMOUNT AVENUEHYDE PARKMA02136N/A509(A)ARTS AND CULTURE$150
ROSLINDALE CONGREGATIONAL CHURCH
25 CUMMINS HIGHWAYROSLINDALEMA02131N/ACHURCHHEALTH AND HUMAN SERVICES$500
SOUTH NORFOLK COUNTY ASSOCIATION
789 CLAPBOARD TREE STREETWESTWOODMA02090N/A509(A)HEALTH AND HUMAN SERVICES$6,667
SOUTHWEST BOSTON COMMUNITY DEVELOPMENT CORP
11 FAIRMONT AVENUEHYDE PARKMA02136N/A509(A)EDUCATION$5,000
TOWARD INDEPENDENT LIVING
20 EASTBROOK ROAD 201DEDHAMMA02026N/A509(A)HEALTH AND HUMAN SERVICES$6,667
URBAN LEAGUE OF EASTERN MASS INC
88 WARREN STREETROXBURYMA02119N/A509(A)HEALTH AND HUMAN SERVICES$10,000
VOLUNTEERS OF AMERICA MASSACHUSETTS INC
441 CENTRE STREETJAMAICA PLAINMA02131N/A509(A)HEALTH AND HUMAN SERVICES$500
WEST ROXBURY MAIN STREET INC
1874 CENTRE STREETWEST ROXBURYMA02132N/A509(A)COMMUNITY SERVICE$5,000
WESTWOOD ROTARY FOUNDATION INC
477 WASHINGTON STREET SUITE 15NORWOODMA02062N/A509(A)COMMUNITY SERVICE$1,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON
316 HUNTINGTON AVENUEBOSTONMA02115N/A509(A)COMMUNITY SERVICE AND EDUCATION$42,750
PILGRIM SOCIETY
75 COURT STREETPLYMOUTHMA02360N/A509(A)ARTS AND CULTURE$1,000
ALBERTUS MAGNUS COLLEGE
700 PROSPECT STREETNEW HAVENCT06511N/ACOLLEGEEDUCATION$50
CONSUMER CREDIT COUNSELING
8 WINTER STREETBOSTONMA02108N/A509(A)COMMUNITY SERVICES$2,500
THE SALVATION ARMY
PO BOX 55876BOSTONMA02205N/ACHURCHCOMMUNITY SERVICES$500
SPORTSGRANTS INC
2149 CASCADE AVE STE 106A-49HOOD RIVEROR97031N/A509(A)HEALTH AND MEDICINE$20
WINSOR SCHOOL INC
103 PILGRIM ROADBOSTONMA02215N/ASCHOOLEDUCATION$100
PROJECT BREAD - THE WALK FOR HUNGER INC
145 BOARDER STREETEAST BOSTONMA02128N/A509(A)HEALTH AND HUMAN SERVICES$600
MOUNT PLEASANT HOME
301 SOUTH HUNTINGTON AVENUEJAMAICA PLAINMA02130N/A509(A)HEALTH AND HUMAN SERVICES$200
MILTON FOUNDATION FOR EDUCATION
PO BOX 223MILTONMA02186N/A509(A)EDUCATION$1,000
CATHOLIC MEMORIAL HIGH SCHOOL
235 BAKER STREETWEST ROXBURYMA02132N/ASCHOOLEDUCATION$250
ELIOT SCHOOL TRUSTEES
24 ELIOT STREETJAMAICA PLAINMA02130N/ASCHOOLEDUCATION$350
LAFAYETTE COLLEGE
DEVELOPMENT OFFICEEASTONPA18042N/ACOLLEGEEDUCATION$1,000
BELMONT HILL SCHOOL INC
350 PROSPECT STREETBELMONTMA02478N/ASCHOOLEDUCATION$100
HYDE PARK PRESBYTERIAN CHURCH
1109 RIVER STREETHYDE PARKMA02136N/ACHURCHEDUCATION$250
UNIVERSIDAD CENTRAL DEL CARIBE INC
N/AUNIVERSITYEDUCATION$250PO BOX 60327BAYAMONRQ00960
MASSACHUSETTS MILITARY HEROES FUND
727 ATLANTIC AVENUE 3RD FLOORBOSTONMA02111N/A509(A)COMMUNITY SERVICES$26
SAINT SEBASTIANS SCHOOL FUND INC
1191 GREENDALE AVENUENEEDHAMMA02492N/ASCHOOLEDUCATION$200
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
124 MOUNT AUBURN STREETCAMBRIDGEMA02138N/ACOLLEGEEDUCATION$50
FALL RIVER CATHOLIC EDUCATION CENTER
70 HOLCOTT DRIVEATTLEBOROMA02703N/ASCHOOLEDUCATION$200
LUPUS FOUNDATION OF AMERICA INC
2000 L STREET NW STE 410WASHINGTONDC20036N/A509(A)HEALTH AND MEDICINE$125
LEUKEMIA AND LYMPHOMA SOCIETY INC
9 ERIE DRIVENATICKMA01760N/A509(A)HEALTH AND MEDICINE$100
BIG BROTHERS BIG SISTERS OF MASS BAY INC
75 FEDERAL STREETBOSTONMA02110N/A509(A)COMMUNITY SERVICES$100
BROOKLINE EMERGENCY FOOD PANTRY
118 MASON TERRACEBROOKLINEMA02446N/A509(A)COMMUNITY SERVICES$1,000
BOSTON EDUCATION FOUNDATION
1216 DORCHESTER AVENUEDORCHESTERMA02125N/A509(A)EDUCATION$500
BROOKLINE LITERCY PARTNERSHIP
115 GREENOUGH STREETBROOKLINEMA02445N/A509(A)EDUCATION$250
FREEDOM HOUSE INC
14 CRAWFORD STREETBOSTONMA02121N/A509(A)EDUCATION$5,000
THE CITY ON A HILL FOUNDATION INC
58 CIRCUIT STREETROXBURYMA02119N/A509(A)EDUCATION$5,000
COMMUNITY SERVINGS INC
18 MARBURY TERRACEJAMAICA PLAINMA02130N/A509(A)HEALTH AND HUMAN SERVICES$5,000
PROJECT RIGHT INC
320A BLUE HILLS AVENUEDORCHESTERMA02121N/A509(A)COMMUNITY SERVICES$2,500
EVERYBODY WINS METRO BOSTON INC
75 STATE STREETBOSTONMA02109N/A509(A)EDUCATION$1,500
BLUE HILL OBSERVATORY SCIENCE CENTER INC
PO BOX 187READVILLEMA02137N/A509(A)EDUCATION$5,000
REBUILDING TOGETHER BOSTON INC
PO BOX 301209JAMAICA PLAINMA02130N/A509(A)COMMUNITY SERVICES$15,000
LITTLE SISTERS OF THE ASSUMPTION FAMILY
550 DUDLEY STREETROXBURYMA02119N/A509(A)HEALTH AND HUMAN SERVICES$10,000
CARROLL CENTER FOR THE BLIND INC
770 CENTRE STREETNEWTONMA02458N/A509(A)EDUCATION$5,000
SOUTHWEST BOSTON SENIOR SERVICES INC
555 ARMORY STREETJAMAICA PLAINMA02130N/A509(A)EDUCATION$5,000
AMERICAN NATIONAL RED CROSS
139 MAIN STREETCAMBRIDGEMA02142N/A509(A)COMMUNITY SERVICES$3,000
YOUNG WOMENS CHRISTIAN ASSOCIATION OF GREATER BOSTON
140 CLARENDON STREETBOSTONMA02116N/A509(A)HEALTH AND HUMAN SERVICES$5,225
DANA FARBER CANCER INSTITUTE INC
10 BROOKLINE PLACE WESTBROOKLINEMA02445N/AHOSPITALHEALTH AND MEDICINE$1,597
ROSIES PLACE INC
889 HARRISON AVENUEBOSTONMA02118N/A509(A)COMMUNITY SERVICES$1,000
ROXBURY LATIN SCHOOL INC
101 ST THERESA AVENUEWEST ROXBURYMA02132N/ASCHOOLEDUCATION$500
WEDIKO CHILDRENS SERVICES INC
72-74E DEDHAM STREETBOSTONMA02118N/A509(A)EDUCATION$1,000
TRUSTEES OF THAYER ACADEMY
745 WASHINGTON STREETBRAINTREEMA02184N/ASCHOOLEDUCATION$500
REAGLE PLAYERS
617 LEXINGTON STREETWALTHAMMA02452N/A509(A)ARTS AND CULTURE$25
COLLEGE OF THE HOLY CROSS
ONE COLLEGE STREETWORCESTERMA01610N/ACOLLEGEEDUCATION$1,250
AMERICAN CANCER SOCIETY
30 SPEEN STREETFRAMINGHAMMA01701N/A509(A)HEALTH AND MEDICINE$75
MASSACHUSETTS COLLEGE OF LIBERAL ARTS
375 CHURCH STREETNORTH ADAMSMA01247N/ACOLLEGEEDUCATION$100
ROBERT F KENNEDY CHILDRENS ACTION CORPS
11 BEACON STREET SUITE 820BOSTONMA02108N/A509(A)COMMUNITY SERVICES$50
BABSON COLLEGE
OFFICE OF DEVELOPMENT ALUMNI HALLBABSON PARKMA02457N/ACOLLEGEEDUCATION$280
CAMP HARBOR VIEW FOUNDATION INC
200 CLARENDON STREETBOSTONMA02116N/A509(A)HEALTH AND HUMAN SERVICES$1,000
BOSTON LATIN SCHOOL ASSOCIATION
101 HUNTINGTON AVENUE SUITE 200BOSTONMA02199N/A509(A)EDUCATION$50
HOUSE OF POSSIBILITIES INC
350 WASHINGTON STREETEASTONMA02356N/A509(A)HEALTH AND HUMAN SERVICES$100
TABOR ACADEMY
66 SPRING STREETMARIONMA02738N/ASCHOOLEDUCATION$500
ACCION EAST INC
115 E 23RD STREET 7TH FLOORNEW YORKNY10010N/A509(A)HEALTH AND HUMAN SERVICES$50
FRIENDS ACADEMY INC
1088 TUCKER ROADNORTH DARTHMOUTHMA02747N/ASCHOOLEDUCATION$250
HOLY FAMILY PARISH
55 CHURCH STREETCONCORDMA01742N/ACHURCHCOMMUNITY SERVICES$1,000
BOSTON CITY SINGERS INC
17 WALDECK STREETDORCHESTERMA02124N/A509(A)ARTS AND CULTURE$5,500
ACTION FOR BOSTON COMMUNITY DEVELOPMENT
178 TREMONT STREETBOSTONMA02111N/A509(A)EDUCATION$1,075
SPECIAL OLYMPICS MASSACHUSETTS INC
512 FOREST STREETMARLBOROUGHMA01752N/A509(A)HEALTH AND HUMAN SERVICES$50
PARTNERS HEALTHCARE SYSTEM INC
116 HUNTINGTON AVENUE 5TH FLOORBOSTONMA02116N/A509(A)HEALTH AND HUMAN SERVICES$100
FRIENDS OF THE TUFTONBORO LIBRARY
PO BOX 73CENTER TUFTONBORONH03816N/A509(A)EDUCATION$50
OHIO WESLEYAN UNIVERSITY
MOWRY ALUMNI CENTERDELAWAREOH43015N/AUNIVERSITYEDUCATION$250
GOODSPEEN OPERA HOUSE FOUNDATION INC
PO BOX AEAST HADDAMCT06423N/A509(A)ARTS AND CULTURE$50
GOVERNOR WENTWORTH ARTS COUNCIL INC
PO BOX 1578WOLFBORONH03894N/A509(A)ARTS AND CULTURE$150
FAMILY SERVICE ASSOCIATION OF GREATER BOSTON
31 HEATH STREETJAMAICA PLAINMA02130N/A509(A)HEALTH AND HUMAN SERVICES$5,000
LITTLE LEAGUE BASEBALL INC
74 STERLING ROADWESTWOODMA02090N/A509(A)COMMUNITY SERVICES$8,334
VNA CARE HOSPICE INC
175 HIGHLAND AVENUE SUITE 10NEEDHAMMA02494N/A509(A)HEALTH AND HUMAN SERVICES$1,000
MAB COMMUNITY SERVICES INC
200 IVY STREETBROOKLINEMA02446N/A509(A)HEALTH AND HUMAN SERVICES$5,000
ROGERSON COMMUNITIES
ONE FLORENCE STREETROSLINDALEMA02131N/A509(A)HEALTH AND HUMAN SERVICES$5,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
124 MOUNT AUBURN STREETCAMBRIDGEMA02138N/ACOLLEGEHEALTH AND HUMAN SERVICES$5,000
MOST PRECIOUS BLOOD PARISH
43 MAPLE STREETHYDE PARKMA02136N/ACHURCHHEALTH AND HUMAN SERVICES$500
MUSIC ACCESS GROUP INC
59 RICHARDS STREETDEDHAMMA02026N/A509(A)ARTS AND CULTURE$50
ETHNICITY AND DISEASE COMMUNITY EMPOWERMENT CENTER
745 RIVER STREETMATTAPANMA02126N/A509(A)HEALTH AND HUMAN SERVICES$5,000
HYDE SQUARE TASK FORCE INC
375 CENTER STREETJAMAICA PLAINMA02130N/A509(A)EDUCATION$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year292544TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$26ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$121,084ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$26,188ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$147,298ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA147298TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualBLUE HILLS BANKContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11196 RIVER STREETAddressLine1
CityHYDE PARKCity
StateMAState
ZIP Code02136ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions444050AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategory
Amount$4,450Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps4450DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockFIDELITY INVESTMENTSNameOfStock
EOY Book Value3578202EOYBookValue
EOYFMV3578202EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
STATE FILING FEE1250125
CHILDRENS' PLAY PRODUCTION EXPENSES10253010253
INSURANCE140501405

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescriptionAmountAmount
UNREALIZED GAIN ON INVESTMENTS$163,183
2011 FEDERAL EXCISE TAX REFUND$3,347

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FPFS FEES$17,679335114328
PROGRAM CONSULTANTS$60,93750060437

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategory
Amount$1,186Amount
Net Investment Income1186NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps