SANDS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SANDS FAMILY FOUNDATION (EIN 04-3493760)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201301349349100790
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T10:15:48-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043101268 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH T BARINELLI CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 GROVE ST SUITE 430 | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043493760 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 7812390200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 CONANT ROAD | AddressLine1 |
| City | WESTON | City |
| State | MA | State |
| ZIP Code | 02493 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | O JACKSON SANDS III | Name |
| Title | MANAGER | Title |
| Phone | 7812390200 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH T BARINELLI CPA | Name |
| PTIN | P01206303 | PTIN |
| Phone | 7812399696 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 534148 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15160 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15160 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 124270 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 557410 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 398320 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 617 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 140050 | TotalRevenueAndExpenses |
| Total Net Investment Income | 413483 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1634 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1634 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 262 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 262 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 70 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3216 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1896 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 19300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 19300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 22516 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1896 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 117534 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 411587 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 9081 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10662 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10662 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 430233 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 546186 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 523486 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 439314 | TotalAssetsBOY |
| Total Assets EOY | 556848 | TotalAssetsEOY |
| Total Assets EOYFMV | 534148 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 439314 | RetainedEarningsBOY |
| Retained Earnings EOY | 556848 | RetainedEarningsEOY |
| Total Net Assets BOY | 439314 | TotalNetAssetsBOY |
| Total Net Assets EOY | 556848 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 439314 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 556848 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 439314 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 117534 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 556848 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 556848 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 35 SHS CLECO CORP | P | 2012-09-21 | 2012-11-06 | 1479 | 1469 | 10 | 10 |
| .066693 SHS KRAFT FOODS | P | 2012-09-21 | 2012-10-02 | 30 | 29 | 1 | 1 |
| 395 SHS MONDOLEZ INTL INC | P | 2012-09-21 | 2012-10-09 | 10810 | 10711 | 99 | 99 |
| 130 SHS TIME WARNER | P | 2012-09-21 | 2012-11-06 | 12305 | 12317 | -12 | -12 |
| 1475 AES CORP | D | 2009-08-21 | 2012-09-21 | 16407 | 3092 | 13315 | 13315 |
| 712 SHS AT&T | D | 2009-08-21 | 2012-09-21 | 27337 | 15936 | 11401 | 11401 |
| 3260 SHS GENERAL ELECTRIC | D | 2009-08-21 | 2012-09-21 | 73684 | 11643 | 62041 | 62041 |
| 1337 SHS IBM | D | 2009-08-21 | 2012-09-21 | 277699 | 69487 | 208212 | 208212 |
| 662 SHS IBM | D | 2009-08-27 | 2012-09-21 | 137499 | 34406 | 103093 | 103093 |
| Capital Gains Dividends | P | 160 | 160 | 160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 398320 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 360004 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040277 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 27921 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 317860 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.087841 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 16673 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 281853 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059155 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 343842 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.023267 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 12500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 362282 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034504 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.245044 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049009 | AverageDistributionRatio |
| Net Noncharitable Assets | 504352 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24718 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4116 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 28834 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8232 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8232 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8232 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Tax Due | 8237 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O JACKSON SANDS III | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7812390200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 GROVE ST SUITE 430 | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| O JACKSON SANDS III | ||||||||
| 32 CONANT ROAD | WESTON | MA | 02493 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| ARRIA W SANDS | ||||||||
| 32 CONANT ROAD | WESTON | MA | 02493 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 502160 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9872 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 512032 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 512032 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7680 | CashDeemedCharitable |
| Net Noncharitable Assets | 504352 | NetNoncharitableAssets |
| Minimum Investment Return | 25218 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 25218 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8232 | TaxBasedOnInvestmentIncome |
| Total Tax | 8232 | TotalTax |
| Distributable Amount Before Adj | 16986 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 16986 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 16986 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19300 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 19300 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 19300 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16986 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 11782 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 11782 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19300 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 16986 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2314 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 14096 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 14096 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 11782 | ExcessFromYear2 |
| Excess From Current Year | 2314 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | O JACKSON SANDS III | ContributingManager |
| Contributing Manager | ARRIA W SANDS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| VAIL VETERANS FOUNDATION | |||||||
| PO BOX 6473 | VAIL | CO | 81658 | NONE | NON PROFIT | GENERAL FUND | $250 |
| PLANNED PARENHOOD LEAGUE OF MA | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | NON PROFIT | GENERAL FUND | $2,500 |
| ALTZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | NON PROFIT | GENERAL FUND | $500 |
| OUIMET SCHOLARSHIP FUND | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NONE | NON PROFIT | GENERAL FUND | $800 |
| ST CHRISTOPHER SCHOOL | |||||||
| 711 ST CHRISTOHER RD | RICHMOND | VA | 23226 | NONE | NON PROFIT | GENERAL FUND | $250 |
| THE PETERBOROUGH PLAYERS | |||||||
| 55 HADLEY ROAD | PETERBOROUGH | NH | 03458 | NONE | NON PROFIT | GENERAL FUND | $5,000 |
| SUNCOAST CHARITIES FOR CHILDREN | |||||||
| 5317 FRUITVILLE RD | SARASOTA | FL | 34232 | NONE | NON PROFIT | GENERAL FUND | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | NONE | NON PROFIT | GENERAL FUND | $1,000 |
| EMMANUAL CHURCH | |||||||
| EAST HARRISVILLE RD | DUBLIN | NH | 03444 | NONE | NON PROFIT | GENERAL FUND | $3,500 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE ST | DORCHESTER | MA | 02124 | NONE | NON PROFIT | GENERAL FUND | $1,000 |
| MANADNOCK CONSERVANCY | |||||||
| PO BOX 337 | KEENE | NH | 03431 | NONE | NON PROFIT | GENERAL FUND | $500 |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | NON PROFIT | GENERAL FUND | $2,500 |
| WESTON 300 LEGACY | |||||||
| 11 TOWN HOUSE RD | WESTON | MA | 02493 | NONE | NON PROFIT | GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 19300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,160 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $617 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $124,270 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $140,050 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 140050 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPERATION AND ACCOUNTING | Category |
| Amount | $1,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MARKETABLE SECURITIES | 522384 | 499684 |
| MUTUAL FUNDS | 23802 | 23802 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MASSACHUSETTS FILING FEES | Description |
| Revenue And Expenses Per Books | 70 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| CLASS ACTION PROCEEDS | 21 | 0 | 21 |
| NON DIVIDEND DISTRIBUTIONS | 596 | 0 | 596 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $1,634 | Amount |
| Net Investment Income | 1634 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | Category |
| Amount | $262 | Amount |
| Net Investment Income | 262 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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