EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2013-12-13
- IRS object ID
- 201303479349100000
- Schema version
- 2011v1.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-13T05:21:03-06:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042736972 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & HAVIAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WEST END WAY | AddressLine1 |
| City | NORWELL | City |
| State | MA | State |
| ZIP Code | 02061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046002496 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS SCHOLARSHIP FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EDWA | NameControl |
| Phone | 6176548628 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNARD J BONN III | Name |
| Title | TRUSTEE | Title |
| Phone | 6176548628 | Phone |
| Date Signed | 2013-02-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN GATEWOOD | Name |
| PTIN | P00643343 | PTIN |
| Phone | 7813474717 | Phone |
| Date Prepared | 2013-02-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7905831 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1850 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 24072 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 24072 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 308458 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 307333 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 361332 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1001311 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 361332 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1210 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 696922 | TotalRevenueAndExpenses |
| Total Net Investment Income | 692737 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | 63917 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 63917 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 1756 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 1756 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2595 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1297 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1298 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 16165 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 8082 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 8083 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 34560 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 34560 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5682 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 5682 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 89 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 5850 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 5850 | OccupancyDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 3690 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 3690 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 22078 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2675 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 19403 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 156382 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 46614 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 109679 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 196991 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 196991 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 353373 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 46614 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 306670 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 343549 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 646123 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 282444 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 180938 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 180938 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 4220 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 4220 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 52225 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 5856166 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6475856 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6475856 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 845517 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 825239 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 825239 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 452138 | InvestmentsOtherBOY |
| Investments Other EOY | 419444 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 419444 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 8809 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 8675 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 223 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 134 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 134 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 7488713 | TotalAssetsBOY |
| Total Assets EOY | 7905831 | TotalAssetsEOY |
| Total Assets EOYFMV | 7905831 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 3312 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3312 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5988713 | UnrestrictedBOY |
| Unrestricted EOY | 6402519 | UnrestrictedEOY |
| Permanently Restricted BOY | 1500000 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 1500000 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 7488713 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7902519 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7488713 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7905831 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7488713 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 343549 | ExcessOfRevenueOverExpenses |
| Other Increases | 90901 | OtherIncreases |
| Subtotal | 7923163 | Subtotal |
| Other Decreases | 20644 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7902519 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 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 |
|---|---|---|---|---|---|---|---|
| AT&T INC, 1,448 SHS | P | 1985-01-30 | 2012-06-21 | 50842 | 8462 | 42380 | 42380 |
| BOSTON MA SER D RECOVERY, PAR 50,000 | P | 2010-03-24 | 2012-02-02 | 55873 | 49898 | 5975 | 5975 |
| CORTS FOR FORD DEBENTURES, 2,000 SHS | P | 2010-03-10 | 2012-06-19 | 50493 | 45780 | 4713 | 4713 |
| DUKE ENERGY CORP, CASH IN LIEU | P | 2006-01-02 | 2012-07-02 | 30 | 30 | 30 | |
| EATON VANCE GLOBAL MACRO, 9,648 SHS | P | 2010-04-22 | 2012-02-02 | 96479 | 100000 | -3521 | -3521 |
| EXXON MOBIL CORP, 3,600 SHS | P | 1972-07-26 | 2011-12-20 | 300620 | 18242 | 282378 | 282378 |
| FIRST ABERDEEN EMERGING, 5,001 SHS | P | 2010-04-23 | 2011-12-01 | 92514 | 98489 | -5975 | -5975 |
| GOLDMAN SACHS, PAR 50,000 | P | 2008-04-07 | 2012-02-14 | 50000 | 51844 | -1844 | -1844 |
| IBM CORP, 400 SHS | P | 2007-11-26 | 2011-09-20 | 69978 | 41936 | 28042 | 28042 |
| ILLINOIS TOOL WORKS INC, 1,000 SHS | P | 2010-12-03 | 2012-05-14 | 56005 | 50254 | 5751 | 5751 |
| MORGAN STANLEY CD | P | 2008-12-15 | 2011-12-19 | 45000 | 45000 | 0 | 0 |
| NEW HAMPSHIRE THRIFT BANCSHARES 794 SHS | P | 2010-03-31 | 2012-01-26 | 9766 | 8337 | 1429 | 1429 |
| ORACLE CORP 2,500 SHS | P | 2011-09-20 | 2012-01-30 | 71049 | 71022 | 27 | 27 |
| PACKAGING CORP, PAR 50,000 | P | 2009-01-09 | 2012-07-26 | 52662 | 50715 | 1947 | 1947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 361332 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 345858 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7229004 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047843 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 610173 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6718232 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.090823 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 686996 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6882410 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.099819 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 452553 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9537919 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047448 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 388500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9699944 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040052 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.325985 | TotalDistributionRatio |
| Average Distribution Ratio | 0.065197 | AverageDistributionRatio |
| Net Noncharitable Assets | 7400103 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 482465 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6461 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 488926 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 306670 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 12922 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 12922 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 12922 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 17200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 17200 | TotalCreditsAndPayments |
| Penalty For Underpayment | 58 | PenaltyForUnderpayment |
| Overpayment | 4220 | Overpayment |
| Amount Credited To Next Year | 4220 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | 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 Person Name | EDWARDS SCHOLARSHIP FUND | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6176548628 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | 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 | 1 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BERNARD BONN III | ||||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| MARGARET FLANAGAN | ||||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| TIMOTHY BLANK | ||||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | TRUSTEE | 5.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| KATHRYN OSMOND | 200 CLARENDON STREET | BOSTON | MA | 02116 | EXEC SEC | 30.00 | 39583 | 0 | 0 |
| BRENDA MCCARTHY | 200 CLARENDON STREET | BOSTON | MA | 02116 | EXEC SEC | 35.00 | 24333 | 1217 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTED 99 SCHOLARSHIPS TO COLLEGE STUDENTS | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 7497933 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14862 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7512795 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7512795 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 112692 | CashDeemedCharitable |
| Net Noncharitable Assets | 7400103 | NetNoncharitableAssets |
| Minimum Investment Return | 370005 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 370005 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12922 | TaxBasedOnInvestmentIncome |
| Total Tax | 12922 | TotalTax |
| Distributable Amount Before Adj | 357083 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 357083 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 357083 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 306670 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 306670 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 306670 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 357083 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 35516 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 292523 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 703 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 328742 | TotalExcessDistriCarryover |
| Qualifying Distributions | 306670 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 306670 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 50413 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 50413 | ExcessDistriCyovAppliedCY |
| Total Corpus | 278329 | 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 | 278329 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 277626 | ExcessFromYear2 |
| Excess From Year1 | 703 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | EDWARDS SCHOLARSHIP FUND | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6176548628 | RecipientPhoneNumber |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterials |
| Submission Deadlines | MARCH 1ST FOR FOLLOWING YEAR | SubmissionDeadlines |
| Restrictions On Awards | STUDENTS FAMILY HAS TO RESIDE IN BOSTON SINCE BEGINNING OF STUDENTS JUNIOR YEAR IN HIGH SCHOOL | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1 |
| City | SEE ATTACHED | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | SEE ATTACHED | PurposeOfGrantOrContribution |
| Amount | $196,991 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 196991 | 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 | $24,072 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $308,458 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 361332 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Unrelated Business Income | $1,210 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $1,210 | UnrelatedBusinessIncomeAmount |
| Exclusion | $332,530 | ExclusionAmount |
| Related Or Exempt Function Income | 361332 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 695072 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INTEREST FROM MONEY MARKET FUND |
| 4 | INTEREST AND DIVIDENDS FROM STOCKS AND BONDS |
| 8 | GAIN ON THE SALES OF VARIOUS SECURITIES |
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 | COHEN & HAVIAN LLP | Category |
| Amount | $16,165 | Amount |
| Net Investment Income | 8082 | NetInvestmentIncome |
| Disbursements Charitable Prps | 8083 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (5 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 1989-07-31 | 2720 | 2720 | SL | 7.000000000000 | 0 | 0 |
| OFFICE FURNITURE | 1992-07-31 | 1708 | 1708 | SL | 7.000000000000 | 0 | 0 |
| COMPUTER | 1999-03-01 | 1556 | 1556 | SL | 5.000000000000 | 0 | 0 |
| LAPTOP | 2004-02-24 | 1275 | 637 | 200DB | 5.000000000000 | 0 | 0 |
| LAPTOP | 2008-10-15 | 1550 | 552 | 200DB | 5.000000000000 | 89 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 825239 | EOYBookValue |
| EOYFMV | 825239 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 6475856 | EOYBookValue |
| EOYFMV | 6475856 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | AT COST | 36930 | 36930 |
| MUTUAL FUNDS | AT COST | 382514 | 382514 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (5 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| OFFICE FURNITURE | 2720 | 2720 | 0 |
| OFFICE FURNITURE | 1708 | 1708 | 0 |
| COMPUTER | 1556 | 1556 | 0 |
| LAPTOP | 1275 | 1275 | 0 |
| LAPTOP | 1550 | 1416 | 134 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MEGAN & O'SHEA, LLC | Category |
| Amount | $2,595 | Amount |
| Net Investment Income | 1297 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1298 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Amount | $20,644 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SERVICES | 440 | 0 | 440 |
| POSTAGE | 158 | 0 | 158 |
| FILING FEES | 125 | 0 | 125 |
| INTERNET & WEB EXPENSE | 18207 | 0 | 18207 |
| FOREIGN TAXES | 2675 | 2675 | 0 |
| CONTRACT LABOR | 70 | 0 | 70 |
| PAYROLL SERVICE FEE | 403 | 0 | 403 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Revenue And Expenses Per Books | 1210 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 1210 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON SECURITIES | Description |
| Amount | $90,901 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CITI SMITH BARNEY | Category |
| Amount | $34,560 | Amount |
| Net Investment Income | 34560 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | Category |
| Amount | $5,682 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5682 | DisbursementsCharitablePrps |
Comments