ISLAND FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ISLAND FOUNDATION INC (EIN 04-2670567)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-04-12
IRS object ID: 201331029349100108
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-04-12T10:42:24-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	043279487	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GREGORY M ELIASEN CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	271 MAIN STREET	AddressLine1
City	STONEHAM	City
State	MA	State
ZIP Code	02180	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	042670567	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ISLAND FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ISLA	NameControl
Phone	5087482809	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	589 MILL STREET	AddressLine1
City	MARION	City
State	MA	State
ZIP Code	02738	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	OLIVER MOORE	Name
Title	TREASURER	Title
Phone	5087482809	Phone
Date Signed	2012-03-05	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
PTIN	P00234730	PTIN
Phone	7814383700	Phone
Date Prepared	2013-03-16	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	55683827	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	16617724	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	274	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	274	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	1028099	DividendsRevAndExpnss
Dividends Net Invst Incm	1028099	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1097027	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	16293214	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1097027	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	270	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	270	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	0	OtherIncomeAdjNetIncm
Total Revenue And Expenses	18743394	TotalRevenueAndExpenses
Total Net Investment Income	2125670	TotalNetInvestmentIncome
Total Adjusted Net Income	0	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	75000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	3750	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm	0	CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	50595	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	2530	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	0	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	0	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	83841	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	4192	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm	0	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	0	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	3468	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	0	LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	44960	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	22480	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	25670	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	24000	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	0	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	50926	TaxesRevAndExpnss
Taxes Net Invst Incm	460	TaxesNetInvstIncm
Taxes Adj Net Incm	0	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	8370	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm	8370	DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss	16061	OccupancyRevAndExpnss
Occupancy Net Invst Incm	803	OccupancyNetInvstIncm
Occupancy Adj Net Incm	0	OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps	0	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	11644	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm	0	TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	0	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	244	PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm	0	PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm	0	PrintingAndPubAdjNetIncm
Printing And Pub Dsbrs Chrtbl Prps	0	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	29386	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	400165	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	58215	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	8370	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2689000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	2673000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	3089165	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	58215	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	8370	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	2673000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	15654229	ExcessOfRevenueOverExpenses
Net Investment Income	2067455	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	1	CashBOY
Savings And Temp Cash Invst BOY	936038	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	2058767	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	2058767	SavingsAndTempCashInvstEOYFMV
Prepaid Expenses EOY	4243	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	4243	PrepaidExpensesEOYFMV
Investments Other BOY	36020330	InvestmentsOtherBOY
Investments Other EOY	53464951	InvestmentsOtherEOY
Investments Other EOYFMV	53464951	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	302285	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	146419	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	164236	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	155866	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	155866	LandBuildingAndEquipmentEOYFMV
Total Assets BOY	37120605	TotalAssetsBOY
Total Assets EOY	55683827	TotalAssetsEOY
Total Assets EOYFMV	55683827	TotalAssetsEOYFMV
Accounts Payable BOY	38395	AccountsPayableBOY
Accounts Payable EOY	18839	AccountsPayableEOY
Grants Payable BOY	150000	GrantsPayableBOY
Grants Payable EOY	134000	GrantsPayableEOY
Other Liabilities BOY	0	OtherLiabilitiesBOY
Other Liabilities EOY	58589	OtherLiabilitiesEOY
Total Liabilities BOY	188395	TotalLiabilitiesBOY
Total Liabilities EOY	211428	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	36932210	UnrestrictedBOY
Unrestricted EOY	55472399	UnrestrictedEOY
Total Net Assets BOY	36932210	TotalNetAssetsBOY
Total Net Assets EOY	55472399	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	37120605	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	55683827	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	36932210	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	15654229	ExcessOfRevenueOverExpenses
Other Increases	2945447	OtherIncreases
Subtotal	55531886	Subtotal
Other Decreases	59487	OtherDecreases
Total Net Assets Fund Balances EOY	55472399	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (78 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
CALVERT BOND PORTFOLIO	P	2012-05-08	2012-11-02	17970	17411	559	559
DFA EMERGING MKTS VALUE	P	2012-05-08	2012-11-02	39097	38963	134	134
DFA FIVE YEAR GLOBAL FIXED INC	P	2012-05-08	2012-11-02	110789	109570	1219	1219
DFA INTL SMALL CAP VALUE	P	2012-05-08	2012-11-02	249812	242011	7801	7801
DFA INTL SMALL CO PORT	P	2012-05-08	2012-11-02	241543	236590	4953	4953
DFA US LARGE CAP VALUE	P	2012-05-08	2012-11-02	93439	85534	7905	7905
DFA US SMALL CAP VALUE PORT	P	2012-05-08	2012-11-02	84930	80219	4711	4711
DODGE & COX INTL STOCK	P	2012-05-08	2012-05-30	625422	682805	-57383	-57383
DOMINI SOCIAL EQUITY INST	P	2012-05-16	2012-11-02	32702	31940	762	762
FEDERATED GOVT ULTRA SHORT	P	2012-05-08	2012-07-18	499917	500018	-101	-101
FEDERATED GOVT ULTRA SHORT	P	2012-05-30	2012-07-18	250083	250134	-51	-51
FEDERATED GOVT ULTRA SHORT	P	2012-05-30	2012-11-02	250066	249885	181	181
FEDERATED GOVT ULTRA SHORT	P	2012-05-31	2012-11-02	215	214	1	1
FEDERATED GOVT ULTRA SHORT	P	2012-05-31	2012-11-02	95454	95385	69	69
FEDERATED GOVT ULTRA SHORT	P	2012-06-29	2012-11-02	534	534	0	0
FEDERATED GOVT ULTRA SHORT	P	2012-07-31	2012-11-02	307	307	0	0
FEDERATED GOVT ULTRA SHORT	P	2012-08-31	2012-11-02	155	155	0	0
FEDERATED GOVT ULTRA SHORT	P	2012-09-28	2012-11-02	156	156	0	0
FEDERATED GOVT ULTRA SHORT	P	2012-10-31	2012-11-02	137	137	0	0
HARDING LOEVNER FRONTIER ENERG INST	P	2012-05-08	2012-11-02	27080	26009	1071	1071
LEUTHOLD GLOBAL CLEAN TECH	P	2012-05-09	2012-11-02	247919	249000	-1081	-1081
MATHEWS PACIFIC TIGER	P	2012-05-08	2012-11-02	64133	60515	3618	3618
PIMCO GLOBAL BOND FUND	P	2012-05-08	2012-11-02	464855	450097	14758	14758
PIMCO GLOBAL BOND FUND	P	2012-05-31	2012-11-02	846	819	27	27
PIMCO GLOBAL BOND FUND	P	2012-06-29	2012-11-02	1176	1139	37	37
PIMCO GLOBAL BOND FUND	P	2012-07-31	2012-11-02	1146	1110	36	36
PIMCO GLOBAL BOND FUND	P	2012-08-31	2012-11-02	1242	1202	40	40
PIMCO GLOBAL BOND FUND	P	2012-09-28	2012-11-02	945	915	30	30
PIMCO GLOBAL BOND FUND	P	2012-10-31	2012-11-02	929	899	30	30
TEMPLETON FRONTIER MKTS	P	2012-05-08	2012-11-02	25987	24678	1309	1309
TIAA-CREF INSTL SOCIAL CH EQ RT	P	2012-05-08	2012-11-02	17575	16973	602	602
TURNER EMERGING GROWTH INSTL	P	2012-05-08	2012-11-02	1089849	1068210	21639	21639
VANGUARD DIVIDEND GROWTH	P	2012-05-09	2012-11-02	113456	109745	3711	3711
VANGUARD SHORT TERM TREAS ADM	P	2012-05-09	2012-11-02	86974	87027	-53	-53
VANGUARD SHORT TERM FED ADM	P	2012-05-09	2012-11-02	91183	90986	197	197
DODGE & COX INTL STOCK	P		2012-05-31	155619	186199	-30580	-30580
FEDERATED GOVT ULTRA SHORT	P		2012-04-23	508775	508780	-5	-5
FEDERATED GOVT ULTRA SHORT	P		2012-11-02	991608	991037	571	571
LEUTHOLD GLOBAL CLEAN TECH	P	2012-04-30	2012-11-02	202134	211833	-9699	-9699
PIMCO GLOBAL BOND FUND	P		2012-11-02	55009	51321	3688	3688
VANGUARD DIVIDEND GROWTH	P	2011-05-31	2012-04-30	327714	298888	28826	28826
VANGUARD WELLESLEY ADMIRAL SHARE	P	2011-10-19	2012-04-30	15803	14787	1016	1016
CALVERT BOND PORTFOLIO	P	2006-05-03	2012-04-30	4950	4805	145	145
CALVERT BOND PORTFOLIO	P	2006-05-03	2012-11-02	36279	33922	2357	2357
DFA EMERGING MKTS VALUE	P	2003-05-13	2012-04-30	63640	42607	21033	21033
DFA EMERGING MKTS VALUE	P	2003-05-13	2012-11-02	11764	8050	3714	3714
DFA FIVE YEAR GLOBAL FIXED INC	P	2011-10-19	2012-11-02	80889	80869	20	20
DFA INTL SMALL CAP VALUE	P	2008-05-14	2012-05-30	60765	67386	-6621	-6621
DFA INTL SMALL CAP VALUE	P		2012-11-02	471232	530464	-59232	-59232
DFA INTL SMALL COMPANY PORTFOLIO	P		2012-04-30	60700	52863	7837	7837
DFA INTL SMALL COMPANY PORTFOLIO	P		2012-11-02	460022	409774	50248	50248
DFA LARGE CAP INTL PORT	P	2005-05-18	2012-04-30	30510	30510	0	0
DFA US LARGE CAP VALUE	P	2005-05-16	2012-04-30	198203	174806	23397	23397
DFA US SMALL CAP VALUE PORT	P	2007-01-19	2012-04-30	291602	261184	30418	30418
DFA LARGE CAP VALUE PORTFOLIO	P		2012-11-02	97901	81468	16433	16433
DFA SMALL CAP VALUE PORTFOLIO	P	2007-01-19	2012-11-02	68485	59667	8818	8818
DODGE & COX INTL STOCK	P	2005-05-18	2012-04-30	38394	40410	-2016	-2016
DODGE & COX INTL STOCK	P		2012-05-30	1210836	1448772	-237936	-237936
DOMINI SOCIAL EQUITY INST	P	2007-10-31	2012-04-30	81827	74835	6992	6992
FEDERATED GOVT ULTRA SHORT	P		2012-04-09	250000	250000	0	0
PIMCO GLOBAL BOND FUND	P	2010-05-28	2012-04-30	25392	23609	1783	1783
PIMCO GLOBAL BOND FUND	P		2012-11-02	1002482	902846	99636	99636
TEMPLETON FRONTIER MKTS	P	2010-10-26	2012-04-30	40533	42383	-1850	-1850
TEMPLETON FRONTIER MKTS	P	2010-10-26	2012-11-02	35606	35569	37	37
TIAA-CREF INSTL SOCIAL CH EQ RT	P	2008-05-15	2012-04-30	88923	85566	3357	3357
TURNER EMERGING GROWTH INSTL	P		2012-04-30	214448	162694	51754	51754
TURNER EMERGING GROWTH INSTL	P		2012-11-02	2412318	1875458	536860	536860
VANGUARD SHORT TERM FED TRSY FUND ADMIRAL	P	2008-09-29	2012-11-02	40913	40980	-67	-67
VANGUARD SHORT TERM FEDERAL FUND ADMIRAL	P	2004-04-27	2012-11-02	49102	47618	1484	1484
FEDERATED GOVT ULTRA SHORT	P		2012-04-23	241225	241225	0	0
FEDERATED GOVT ULTRA SHORT	P		2012-10-17	200000	199929	71	71
FEDERATED GOVT ULTRA SHORT	P		2012-11-02	794403	793945	458	458
HARDING LOEVNER FRONTIER ENERG INST	P	2010-10-26	2012-04-30	23553	26786	-3233	-3233
HARDING LOEVNER FRONTIER ENERG INST	P	2010-10-26	2012-11-02	35117	38411	-3294	-3294
LEUTHOLD GLOBAL CLEAN TECH	P		2012-11-02	334005	414056	-80051	-80051
MATHEWS PACIFIC TIGER	P	2003-11-11	2012-04-30	64410	42252	22158	22158
MATHEWS PACIFIC TIGER	P		2012-11-02	88100	55137	32963	32963
CAPITAL GAIN DISTRIBUTIONS	P					558806	558806

Field	Value	IRS element (for citing)
Capital Gain Net Income	1097027	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	569354	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	2081371	QualifyingDistributionsYear1
Noncharitable Assets Year1	38616714	NoncharitableAssetsYear1
Distribution Ratio Year1	0.053898	DistributionRatioYear1
Qualifying Distributions Year2	1904201	QualifyingDistributionsYear2
Noncharitable Assets Year2	36222741	NoncharitableAssetsYear2
Distribution Ratio Year2	0.052569	DistributionRatioYear2
Qualifying Distributions Year3	1878492	QualifyingDistributionsYear3
Noncharitable Assets Year3	31930265	NoncharitableAssetsYear3
Distribution Ratio Year3	0.058831	DistributionRatioYear3
Qualifying Distributions Year4	2330307	QualifyingDistributionsYear4
Noncharitable Assets Year4	38246283	NoncharitableAssetsYear4
Distribution Ratio Year4	0.060929	DistributionRatioYear4
Qualifying Distributions Year5	2297606	QualifyingDistributionsYear5
Noncharitable Assets Year5	44042881	NoncharitableAssetsYear5
Distribution Ratio Year5	0.052167	DistributionRatioYear5
Total Distribution Ratio	0.278394	TotalDistributionRatio
Average Distribution Ratio	0.055679	AverageDistributionRatio
Net Noncharitable Assets	51682224	NetNoncharitableAssets
Adjusted Noncharitable Assets	2877615	AdjustedNoncharitableAssets
One Percent Net Investment Income	20675	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	2898290	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	2673000	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	41349	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	41349	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	41349	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	45600	EstTaxPaymentsAndOverpayment
Total Credits And Payments	45600	TotalCreditsAndPayments
Penalty For Underpayment	8	PenaltyForUnderpayment
Overpayment	4243	Overpayment
Amount Credited To Next Year	4243	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	PETER NESBEDA TREASURER	BooksInCareOfPersonName
Books In Care Of Phone Number	5087482809	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	589 MILL STREET	AddressLine1
City	MARION	City
State	MA	State
ZIP Code	02738	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 (20 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
HANNAH MOORE
589 MILL STREET	MARION	MA	02738	PRESIDENT	5.00	0	0	0
PETER NESBEDA
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
DOUGLAS WATSON
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
DENISE PORCHE
589 MILL STREET	MARION	MA	02738	ASSISTANT CLERK	40.00	75000	18839	0
MICHAEL PUZO
589 MILL STREET	MARION	MA	02738	CLERK	0.00	0	0	0
KATHARINE CARK
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
KIM CLARK
589 MILL STREET	MARION	MA	02738	VICE PRESIDENT	5.00	0	0	0
STEPHEN CLARK
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
WILLIAM CLARK
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
DAVID CLARK
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
CHRISTOPHER MOORE
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
MICHAEL MOORE
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
OLIVER MOORE
589 MILL STREET	MARION	MA	02738	TREASURER	5.00	0	0	0
SAMUEL MOORE
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
WILLIAM MOORE
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
HANNAH NESBEDA
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
JOANN WATSON
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
CHRISTOPHER TUPPER
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
EMILY RICE
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	0	0	0
HELEN TUPPER
589 MILL STREET	MARION	MA	02738	DIRECTOR	5.00	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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION'S PRIORITIES FALL WITHIN THREE MAJOR CATEGORIES - ENVIRONMENT, COMMUNITY DEVELOPMENT IN NEW BEDFORD AND ALTERNATIVE EDUCATION.	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	50274486	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	2194777	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	52469263	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	52469263	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	787039	CashDeemedCharitable
Net Noncharitable Assets	51682224	NetNoncharitableAssets
Minimum Investment Return	2584111	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	2584111	MinimumInvestmentReturn
Tax Based On Investment Income	41349	TaxBasedOnInvestmentIncome
Total Tax	41349	TotalTax
Distributable Amount Before Adj	2542762	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	2542762	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	2542762	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	2673000	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	2673000	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	2673000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	2542762	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	2673000	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	2542762	AppliedToCurrentYear
Remaining Distri From Corpus	130238	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	130238	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	130238	ExcessDistriCyovToNextYear
Excess From Current Year	130238	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	DENISE PORCHE	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	589 MILL STREET	AddressLine1
City	MARION	City
State	MA	State
ZIP Code	02738	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	5087482809	RecipientPhoneNumber
Form And Info And Materials	APPLYING IS A TWO-STEP PROCESS - A LETTER OF INQUIRY OR PHONE CALL AND SENDING THE FOUNDATION A FULL PROPOSAL. INCLUDE WITH LETTER OF INQUIRY A DESCRIPTION OF THE PROJECT, OR CALL THE FOUNDATION TO DISCUSS THE PROJECT IDEA. INCLUDE WITH THE PROPOSAL A COVER LETTER THAT SPECIFIES THE AMOUNT OF FUNDING SOUGHT, SUMMARY OF THE PROPOSAL IDEA, PRODUCTS AND TIMEFRAME. THREE TO FIVE PAGES WHICH BRIEFLY DESCRIBE THE HISTORY OF THE ORGANIZATION, PROJECT GOALS, METHODS FOR REACHING GOALS, NEED FOR THE PROJECT,QUALIFICATIONS OF THE ORGANIZATION AND STAFF AND MEASURES OF SUCCESS. ATTACH A PROJECT BUDGET AND PAST AND CURRENT YEAR BUDGETS FOR THE OVERALL ORGANIZATION, RECENT FINANCIAL STATEMENT OR AUDIT, LIST OF BOARD OF DIRECTORS AND STAFF, IRS DETERMINATION LETTER INDICATING EXEMPT STATUS, ALSO IF USING A FISCAL AGENT PLEASE INCLUDE A LETTER FROM THIS ORGANIZATION AND SUPPLEMENTARY MATERIALS SUCH AS ANNUAL REPORTS, NEWSLETTERS, MEDIA COVERAGE AND OR BROCHURES.	FormAndInfoAndMaterials
Submission Deadlines	DUE MARCH 1ST, JUNE 1ST, SEPTEMBER 1ST, DECEMBER 1ST FOR FUNDS TO BE DISTRIBUTED THE FOLLOWING MONTH	SubmissionDeadlines
Restrictions On Awards	THE FOUNDATION DOES NOT SUPPORT REQUESTS FROM INDIVIDUALS, RELIGIOUS ORGANIZATIONS OR FOR PROFIT ORGANIZATIONS.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (131 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Recipient RelationshipRecipientRelationship	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	CountryRecipientForeignAddress/Country
3RD EYE YOUTH EMPOWERMENT INC
28 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	3RD EYE YOUTH EMPOWERMENT, INC.	$10,000
ALEXANDRIA SEAPORT FOUNDATION
PO BOX 25036	ALEXANDRIA	VA	22313	NON-PROFIT	GENERAL SUPPORT	$2,500
ALLEY CAT ALLIES
7920 NORFOLK AVENUE	BETHESDA	MD	20814	NON-PROFIT	GENERAL SUPPORT	$1,000
ALMA DEL MAR CHARTER SCHOOL
26 MADEIRA AVENUE	NEW BEDFORD	MA	02746	NON-PROFIT	TEACHER LEADERSHIP DEVELOPMENT	$15,000
AMMONOOSUC CONSERVATION TRUST
107 GLESSNER ROAD	BETHLEHEM	NH	03574	NON-PROFIT	TRUST OPERATIONS	$5,000
ARTWORKS PARTNERS FOR THE ARTS & COMMUNITY INC
384 ACUSHNET AVENUE	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL PURPOSE	$35,000
ASSOCIATED SCIENTISTS AT WOODS HOLE
PO BOX 721	WOODS HOLE	MA	02453	NON-PROFIT	RIGHT WHALE NEWS; COST-SHARE SUPPORT FOR 2012 PUBLICATION	$4,000
AUDOBON NEBRASKAROWE SANCTUARY
44450 ELM ISLAND ROAD	GIBBON	NE	68840	NON-PROFIT	GENERAL SUPPORT	$5,000
AUDOBON SOCIETY OF RHODE ISLAND
12 SANDERSON ROAD	SMITHFIELD	RI	02917	NON-PROFIT	GENERAL SUPPORT	$1,000
AVIAN HAVEN
418 NORTH PALERMO ROAD	FREEDOM	ME	04941	NON-PROFIT	GENERAL SUPPORT	$2,500
BANGOR HUMANE SOCIETY
693 MT HOPE AVENUE	BANGOR	ME	04401	NON-PROFIT	GENERAL SUPPORT	$2,500
BIGELOW LABORATORY FOR OCEAN SCIENCES
60 BIGELOW DRIVE	EAST BOOTHBAY	ME	04544	NON-PROFIT	GENERAL SUPPORT	$5,000
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
780 ALBANY STREET	BOSTON	MA	02118	NON-PROFIT	GENERAL SUPPORT	$5,000
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREET	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT	$20,000
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREET	NEW BEDFORD	MA	02740	NON-PROFIT	WAREHAM MLK DAY	$500
BROOKTONDALE COMMUNITY CENTERFOOD PANTRY
PO BOX 135	BROOLONDALE	NY	14817	NON-PROFIT	GENERAL SUPPORT	$2,500
BUZZARDS BAY AREA HABITAT FOR HUMANITY
34 BARSTOW STREET	MATTAPOISETT	MA	02739	NON-PROFIT	NEW BEDFORD LAND ACQUISITION CAMPAIGN	$10,000
BUZZARDS BAY COALITION
114 FRONT STREET	NEW BEDFORD	MA	02740	NON-PROFIT	NITROGEN POLLUTION REDUCTION EFFORTS 2012	$25,000
CENTRO COMUNITARIO DE TRABAJADORES
PO BOX 1210	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT	$5,000
CHILD & FAMILY SERVICES
1061 PLEASENT STREET	NEW BEDFORD	MA	02740	NON-PROFIT	BIG BROTHERS BIG SISTERS OF CHILD & FAMILY SERVICES	$10,000
CLIMATE CENTRAL
ONE PALMER SQUARE	PRINCETON	NJ	08542	NON-PROFIT	PHYSICAL AND SOCIAL VULNERABILITY TO SEA LEVEL RISE - ANALYSIS AND TOOLS	$25,000
COALITION AGAINST POVERTY
105 WILLIAM STREET	NEW BEDFORD	MA	02740	NON-PROFIT	NEW BEDFORD GRASSROOTS ANTI-POVERTY ORGANIOZING PROJECT	$10,000
COMMUNITY BOATING CENTER
1641 PANDANARAM AVENUE	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT	$15,000
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
1285 ACUSHNET AVENUE	NEW BEDFORD	MA	02746	NON-PROFIT	2012 CEDC FISHING FAMILY TAX ASSISTANCE PROGRAM/SAILORS' SNUG HARBOR	$5,000	JO-ANN WATSON DIRECTOR SAILORS' SNUG HARBOR
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
1285 ACUSHNET AVENUE	NEW BEDFORD	MA	02746	NON-PROFIT	GENERAL SUPPORT	$25,000
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
1285 ACUSHNET AVENUE	NEW BEDFORD	MA	02746	NON-PROFIT	WORKING WATERFRONT FESTIVAL	$15,000
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	AHA NEW BEDFORD GENERAL SUPPORT	$20,000	KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	CAPACITY BUILDING PROGRAM, 2012-2013	$5,000	KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT	$25,000	KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	NEW BEDFORD PUBLIC SCHOOLS TEACHER HOME VISITING PROGRAM	$3,000	KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	PROFESSIONAL TRAINING DAY ON LEADERSHIP DEVELOPMENT	$5,000	KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	SEEAL/SOUTHCOAST ENERGY CHALLENGE	$25,000	KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	SOUTHEASTERN MASSACHUSETTS FOOD SECURITY NETWORK	$10,000	DENISE PORCHE EXEC CMTE SMFSN; KIM CLARK DIR EMIRITUS
CROSSROADS RI HOMELESS SHELTER AND SERVICES
160 BROAD STREET	PROVIDENCE	RI	02903	NON-PROFIT	GENERAL SUPPORT	$1,000
DENNISON MEMORIAL COMMUNITY CENTER
755 SOUTH FIRST STREET	NEW BEDFORD	MA	02744	NON-PROFIT	TEEN NIGHTS PROGRAM	$20,000
DREAM OUT LOUD CENTER INC
13 NORTH SIXTH STREET	NEW BEDFORD	MA	02740	NON-PROFIT	CREATIVE CAREERS PROGRAM	$5,000
EAST BAY COMMUNITY ACTION PROGRAMCOALITION FOR THE HOMELESS
100 BUTTOCK POINT AVENUE	EAST PROVIDENCE	RI	02915	NON-PROFIT	GENERAL SUPPORT	$1,000
FALMOUTH ACADEMY
7 HIGHFIELD DRIVE	FALMOUTH	MA	02540	NON-PROFIT	GENERAL SUPPORT	$2,500
FIRST AFRICAN FOUNDATION
262 MADLOCK ROAD	LEXINGTON	KY	40517	NON-PROFIT	AFRICAN AMERICANS IN THE BLUEGRASS	$20,000
FOSTER PARROTS
PO BOX 650	ROCKLAND	MA	02370	NON-PROFIT	GENERAL SUPPORT	$1,000
FRIENDS OF SOUTH GEORGIA ISLAND
25 DAKOTA MEADOWS	CARBONDALE	CO	81623	NON-PROFIT	GENERAL SUPPORT	$5,000	MICHAEL MOORE DIRECTOR
FRIENDS OF SOUTH GEORGIA ISLAND
25 DAKOTA MEADOWS	CARBONDALE	CO	81623	NON-PROFIT	SOUTH GEORGIA ISLAND HABITAT RESTORATION PROJECT	$750,000	MICHAEL MOORE DIRECTOR
GALLERY X
169 WILLIAM STREET	NEW BEDFORD	MA	02748	NON-PROFIT	GENERAL SUPPORT	$12,000
GREATER NEW BEDFORD WORKFORCE INVESTMENT BOARD INC
227 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	MAYOR'S SUMMER YOUTH ENRICHMENT PROGRAM	$5,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREET	PORTLAND	ME	04101	NON-PROFIT	PROVIDING OBJECTIVE SOCIO-ECONOMIC ADVICE TO ADVANCE FISHERY MANAGEMENT	$25,000
HULL LIFESAVING MUSEUM
1117 NANTASKET AVENUE	HULL	MA	02045	NON-PROFIT	GENERAL SUPPORT	$2,500
IMMIGRANTS' ASSISTANCE CENTER INC
58 CRAPO STREET	NEW BEDFORD	MA	02740	NON-PROFIT	AMERICORPS NEW AMERICAN INTEGRATION PROGRAM AT IMMIGRANTS ASSISTANCE	$5,500
IMMIGRANTS' ASSISTANCE CENTER INC
58 CRAPO STREET	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT GRANT FOR IMMIGRANT FAMILIES	$20,000
INTERNATIONAL INSTITUTE OF RHODE ISLAND
645 ELMWOOD AVENUE	PROVIDENCE	RI	02907	NON-PROFIT	GENERAL SUPPORT	$1,000
IRISH WHALE AND DOLPHIN GTOUP
				FOREIGN PUBLIC CHARI	CAPE VERDE HUMPBACK WHALE PROJECT	$17,000		MERCHANTS QUAY	KILRUSH	EI
ISLAND INSTITUTE
ISLAND INSTITUTE	ROCKLAND	ME	04841	NON-PROFIT	ISLAND INSTITUTE WEATHERIZATION PROJECT	$10,000
JONES RIVER WATERSHED ASSOCIATION
PO BOX 73	KINGSTON	MA	02364	NON-PROFIT	CAPE COD BAY WATCH	$10,000
LAHEY CLINIC GENERAL FUND
PHILANTROPY DEPT	BURLINGTON	MA	01805	NON-PROFIT	GENERAL SUPPORT	$1,500
LIGHTHAWK
106 RAVINE DRIVE	CUMBERLAND	ME	04110	NON-PROFIT	FLYING FOR CONSERVATION IN THE NORTHEAST 2012	$15,000
MARION INSTITUTE
202 SPRING STREET	MARION	MA	02738	NON-PROFIT	CONNECTING FOR CHANGE: A BIONEERS BY THE BSY CONFERENCE	$15,000
MARL-HARRIS FIRST AID &EMERGENCY SQUAD
125 WEST HILL DRIVE	MARLBOROUGH	NH	03455	NON-PROFIT	GENERAL SUPPORT	$1,000
MARLBOROUGH COMMUNITY HOUSE
FEDERATED CHURCH OF MARLBOROUGH	MARLBOROUGH	NH	03455	NON-PROFIT	GENERAL SUPPORT	$3,000
MASS AUDOBON
208 SOUTH GREAT ROAD	LINCOLN	MA	01773	NON-PROFIT	GENERAL SUPPORT	$2,250
MASS AUDOBON
208 SOUTH GREAT ROAD	LINCOLN	MA	01773	NON-PROFIT	MASS AUDOBON'S COASTAL WATERBIRD PROGRAM	$30,000
MASS AUDOBON
208 SOUTH GREAT ROAD	LINCOLN	MA	01773	NON-PROFIT	OUTBOARD AND OPERATIONS	$5,000
MASSACHUSETTS LAND TRUST COALITION
PO BOX 629	LINCOLN	MA	01773	NON-PROFIT	MASSACHUSETTS LAND TRUST COALITION	$10,000
MEMPHIS AREA GOLDEN RETRIEVER RESCUE
PO BOX 383122	GERMANTOWN	TN	38183	NON-PROFIT	GENERAL SUPPORT	$2,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
GRAND CENTRAL STATION	NEW YORK	NY	10163	NON-PROFIT	GENERAL SUPPORT	$1,500
NATIVITY PREPARATORY SCHOOL NEW BEDFORD
66 SPRING STREET	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT	$15,000
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREET	AUGUSTA	ME	04330	NON-PROFIT	PROTECTING THE NATURE OF MAINE	$30,000
NEW BEDFORD COMMUNITY ROWING
NEW BEDFORD COMMUNITY ROWING	NEW BEDFORD	MA	02740	NON-PROFIT	NEW BEDFORD COMMUNITY ROWING	$10,000
NEW BEDFORD HISTORICAL SOCIETY
NEW BEDFORD HISTORICAL SOCIETY	NEW BEDFORD	MA	02740	NON-PROFIT	NEW BEDFORD HISTORICAL SOCIETY	$10,000
NEW BEDFORD OCEANARIUM CORP
174 UNION STREET	NEW BEDFORD	MA	02741	NON-PROFIT	STEM EDUCATION WEAVING THE RAINBOW	$10,000
NEW BEDFORD KIDS SCHOLARSHIP PROGRAM
PO BOX 79198	DARTMOUTH	MA	02747	NON-PROFIT	NB STAR KIDS OPERATING COSTS	$5,000
NEW BEDFORD SYMPHONY ORCHESTRA
PO BOX 2053	NEW BEDFORD	MA	02741	NON-PROFIT	YOUNG PEOPLE'S CONCERTS	$10,000
NEW BEDFORD WHALINGMUSEUM
18 JOHNNY CAKE HILL	NEW BEDFORD	MA	02740	NON-PROFIT	APPRENTICE PROGRAM AND EDUCATION PROGRAM	$50,000
NEW ENGLAND ACQUARIUM
NEW ENGLAND ACQUARIUM	BOSTON	MA	02110	NON-PROFIT	NORTH ATLANTIC RIGHT WHALE CONSORTIUM	$13,000
NEW ENGLAND ACQUARIUM
NEW ENGLAND ACQUARIUM	BOSTON	MA	02110	NON-PROFIT	RIGHT WHALE RESEARCH MONITORING AND CONSERVATION IN THE BAY OF FUND	$50,000
NEW ENGLAND FARMERS UNION EDUCATION FOUNDATION
P O BOX 226	SHELBURNE FALLS	MA	01370	NON-PROFIT	BUY LOCAL CARBON	$25,000
NORTH & SOUTH RIVER WATERSHED ASSOCIATION
PO BOX 43	NORWELL	MA	02061	NON-PROFIT	WATERSHED ACTION ALLIANCE OF SOUTHEASTERN MASSACHUSETTS OUTREACH PROGRAM	$12,500
NORTHSTAR LEARNING CENTERS
53 LINCOLN STREET	NEW BEDFORD	MA	02740	NON-PROFIT	YOUTH ENRICHMENT ACTIVITIES	$5,000
OUR SISTERS' SCHOOL INC
OUR SISTERS SCHOOL INC	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT	$15,000
PENOBSCOT EAST RESOURCE CENTER
PO BOX 27	STONINGTON	ME	04681	NON-PROFIT	COMMUNITY FISHERIES ACTION ROUNDTABLE (C-FAR) FINDING A NEW WAY	$20,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREET	NEW BEDFORD	MA	02740	NON-PROFIT	PACE YOUTHBUILD NEW BEDFORD	$25,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREET	NEW BEDFORD	MA	02740	NON-PROFIT	THE H.O.P.E. COLLABORATIVE	$2,500
PERMACULTURE INSTITUTE OF THE NORTHEAST
PO BOX 3461	AMHERST	MA	01004	NON-PROFIT	GENERAL SUPPORT	$2,500
PKD FOUNDATION
8330 WARD PARKWAY	KANSAS CITY	MO	64114	NON-PROFIT	GENERAL SUPPORT	$50,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
434 WEST 33RD STREET	NEW YORK	NY	10001	NON-PROFIT	GENERAL SUPPORT / GLOBAL PROGRAMS	$25,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENUE	NEW HAVEN	CT	06511	NON-PROFIT	GENERAL SUPPORT	$5,000
PRESERVE RHODE ISLAND
957 NORTH MAIN STREET	PROVIDENCE	RI	02904	NON-PROFIT	GENERAL SUPPORT	$1,000
PROVINCETOWN CENTER FOR COASTAL STUDIES
115 BRADFORD STREET	PROVINCETON	MA	02653	NON-PROFIT	MARINE ANIMAL ENLARGEMENT RESPONSE	$20,000
PROVINCETOWN CENTER FOR COASTAL STUDIES
115 BRADFORD STREET	PROVINCETON	MA	02653	NON-PROFIT	TECHNICAL SUPPORT TO THE CAPE COD COMMISSION FOR IMPLEMENTATION	$30,000
QUEBEC-LABRADOR FOUNDATION INC
55 SOUTH MAIN STREET	IPSWICH	MA	01938	NON-PROFIT	STRATEGIC PROGRAMS IN EASTERN CANADA	$50,000	JO-ANN WATSON DIRECTOR
RED TOMATO
76 EVERETT SKINNER ROAD	PLAINVILLE	MA	02762	NON-PROFIT	2012 GENERAL OPERATING SUPPORT, RED TOMATO	$20,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUE	PROVIDENCE	RI	02907	NON-PROFIT	GENERAL SUPPORT	$1,000
RI SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS
186 AMARAL STREET	RIVERSIDE	RI	02915	NON-PROFIT	GENERAL SUPPORT	$1,000
RI VETERINARY MEDICINE ASSOCIATIONCOMPANION ANIMAL FOUNDATION
11 SOUTH ANGELL STREET	PROVIDENCE	RI	02906	NON-PROFIT	GENERAL SUPPORT	$1,000
RUFF RESIDENTS UNITED FOR FURRY FRIENDS
PO BOX 568	WARREN	RI	02855	NON-PROFIT	GENERAL SUPPORT	$4,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVE	PROVIDENCE	RI	02905	NON-PROFIT	BREAKWATER SYSTEM	$140,000	STEVE CLARK DIRECTOR
SAVE THE BAY INC
100 SAVE THE BAY DRIVE	PROVIDENCE	RI	02905	NON-PROFIT	FY13 GENERAL SUPPORT	$30,000	STEVE CLARK DIRECTOR
SEMAP
PO BOX 569	EAST WAREHAM	MA	02538	NON-PROFIT	SEMAP'S BUY FRESH BUY LOCAL COMMUNITY EDUCATION	$30,000
SUPPICAN LANDS TRUST INC
354 FRONT STREET	MARION	MA	02738	NON-PROFIT	GENERAL SUPPORT 2012	$25,000
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
22 BEDFORD STREET	FALL RIVER	MA	02722	NON-PROFIT	EDUCATION ADVOCACY PROJECT - NEW BEDFORD	$20,000
SOUTHSIDE COMMUNITY LAND TRUST
109 SOMERSET STREET	PROVIDENCE	RI	02907	NON-PROFIT	CITY FARM INTERNSHIPS AND APPRENTICESHIPS GROWING THE NEXT GENERATION	$25,000
TEACH FOR AMERICA - GREATER COSTON
60 CANAL STREET 5TH FLOOR	BOSTOM	MA	02114	NON-PROFIT	DEEPENING TEACH FOR AMERICA'S IMPACT IN THE SOUTH COAST OF MASSACHUSETTS	$15,000
THE COMPACT OF CAPE COD CONSERVATION TRUSTS INC
PO BOX 443	BARNSTABLE	MA	02630	NON-PROFIT	GENERAL SUPPORT 2012	$20,000
THE FRIENDS OF BUTTONWOOD PARKBASKETBALL COURT
PO BOX 2011	NEW BEDFORD	MA	02741	NON-PROFIT	GENERAL SUPPORT	$5,000
THE FUND FOR COMMUNITY PROGRESS
90 JEFFERSON BLVD SUITE B	WARWICK	RI	02888	NON-PROFIT	GENERAL SUPPORT	$4,000
THE GREENE SCHOOL
94 JOHN POTTER ROAD	WEST GREENWICH	RI	02817	NON-PROFIT	FINDING OUR PLACE BY THE SEA	$10,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROAD	ARUNDEL	ME	04046	NON-PROFIT	BERMUDA SCHOLARSHIP PROGRAM	$37,000	HELEN TUPPER FOUNDER
THE PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREET	PROVIDENCE	RI	02903	NON-PROFIT	GENERAL SUPPORT	$1,000
THE ROBERT POTTER LEAGUE FOR ANIMALS
87 OLIPHANT LANE	MIDDLETOWN	RI	02842	NON-PROFIT	GENERAL SUPPORT	$1,000
THE TRUSTEES OF RESERVATIONS
MOOSE HILL FARM	SHARON	MA	02067	NON-PROFIT	ALLEN C HASKELL PROPERTY	$10,000
THE TRUSTEES OF RESERVATIONS
MOOSE HILL FARM	SHARON	MA	02067	NON-PROFIT	SOUTH COAST YOUTH CORPS 2012	$20,000
THIRD SECTOR OF NEW ENGLAND
89 SOUTH STREET 7TH FLOOR	BOSTOM	MA	02111	NON-PROFIT	THE CARROT PROJECT/SMALL FARM LOAN PROGRAM FOR MASSACHUSETTS	$15,000
TOXICS ACTION CENTER
44 WINTER STREET 4TH FLOOR	BOSTON	MA	02108	NON-PROFIT	SOUTHEASTERN MASSACHUSETTS NEIGHBORHOOD ASSISTANCE PROGRAM	$10,000
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414	ROCHESTER	MA	02770	NON-PROFIT	GENERAL SUPPORT	$5,000	HANNAH MOORE PRESIDENT
TRIPS FOR KIDS NEW BEDFORD INC
TRIPS FOR KIDS NEW BEDFORD INC	NEW BEDFORD	MA	02744	NON-PROFIT	GENERAL SUPPORT	$10,000
UNITED INTERFAITH ACTION OF SOUTHEASTERN MASSACHUSETTS
160 ROCK STREET	FALL RIVER	MA	02720	NON-PROFIT	PARENT ENGAGEMENT - EDUCATION ORGANIZING PROJECT	$25,000
UNITED WAY OF GREATER ATTLEBORO TAUNTON
247 MAPLE STREET	ATTLEBORO	MA	02703	NON-PROFIT	SOUTH COAST REGIONAL NETWORK TO END HOMELESSNESS	$10,000
UNITED WAY OF GREATER NEW BEDFORD
105 WILLIAM STREET 3RD FLOOR	NEW BEDFORD	MA	02740	NON-PROFIT	COMMUNITY BUILDING MINI-GRANTS PROGRAM GENERAL SUPPORT	$40,000
UNITED WAY OF GREATER NEW BEDFORD
105 WILLIAM STREET 3RD FLOOR	NEW BEDFORD	MA	02740	NON-PROFIT	HUNGER COMMISSION	$45,000
UNITED WAY OF GREATER NEW BEDFORD
105 WILLIAM STREET 3RD FLOOR	NEW BEDFORD	MA	02740	NON-PROFIT	SUMMER FUND 2012	$45,000
UNITED WAY OF MASSACHUSETTS DARTMOUTH
265 OLD WESTPORT ROAD	DARTMOUTH	MA	02747	NON-PROFIT	MAPPING AND DOCUMENTING REGIONAL COMMUNITY GARDENS NEEDS	$10,000
UNITED WAY OF MASSACHUSETTS DARTMOUTH
265 OLD WESTPORT ROAD	DARTMOUTH	MA	02747	NON-PROFIT	UPWARD BOUND STUDENT LEADERSHIP & COLLEGE TOURS	$10,000
UNIVERSITY OF PRETORIAMAMMAL RESEARCH INSTITUTE
				FOREIGN PUBLIC CHARI	CONTINUATION OF WHALE RESEARCH IN SOUTH AFRICA	$60,000		MAMMAL RESEARCH INSTITUTE	PRETORIA	SF
WHALEWATERFRONT HISTORIC AREA LEAGUE
128 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	WHALE: THE NEXT HALF-CENTURY	$10,000
WILDLANDS TRUST
PO BOX 2282	DUXBURY	MA	02331	NON-PROFIT	WILDLANDS TRUST OPERATING SUPPORT	$20,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	NON-PROFIT	THE SOUTHERN RIGHT WHALE HEALTH MONITORING PROGRAM	$3,500
WOMEN'S FUNDOF THE COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREET	NEW BEDFORD	MA	02740	NON-PROFIT	WISE WOMEM (WOMEN IN SUCCESSFUL ENVIRONMENTS)	$25,000
YMCA SOUTHCOAST
18 SO WINTER STREET	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT/GLEASON FAMILY CENTER	$2,500	JO-ANN WATSON EMPLOYEE
YMCA SOUTHCOAST
18 SO WINTER STREET	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT SHARING THE HARVEST COMMUNITY FARM	$2,250	JO-ANN WATSON EMPLOYEE
YMCA SOUTHCOAST
18 SO WINTER STREET	NEW BEDFORD	MA	02740	NON-PROFIT	SHARING THE HARVEST COMMUNITY FARM	$15,000	JO-ANN WATSON EMPLOYEE
YOUR THEATER
998 WILDWOOD STREET	NEW BEDFORD	MA	02740	NON-PROFIT	GENERAL SUPPORT	$5,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREET	NEW BEDFORD	MA	02740	NON-PROFIT	YWCA RACIAL JUSTICE OUTREACH AND EDUCATION PROGRAM	$30,000
ZEITERION
684 PURCHASE STREET	NEW BEDFORD	MA	02740	NON-PROFIT	ARTSPOWER	$25,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	2689000	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line1RecipientForeignAddress/AddressLine1	CountryRecipientForeignAddress/Country
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
266 RIVER ROAD	ARUNDEL	ME	04046	NON-PROFIT	BERMUDA SCHOLARSHIP PROGRAM	$74,000
UNIVERSITY OF PRETORIAMAMMAL RESEARCH INSTITUTE
				NON-PROFIT	CONTINUATION OF WHALE RESEARCH IN SOUTH AFRICA	$60,000	MAMMAL RESEARCH INSTITUTE	SF

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	134000	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	$274	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,028,099	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$270	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,097,027	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$2,125,670	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	2125670	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	PENZANCE FOUNDATION	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	909 THIRD AVE 5TH FLOOR	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	100224764	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	16617724	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	CLIFTON LARSON ALLEN LLP	Category
Amount	$44,960	Amount
Net Investment Income	22480	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (23 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense	Adjusted Net IncomeAdjustedNetIncome
BUILDING	1989-01-30	150150	86342	SL	40.000000000000	3754	3754
DONATED FURNITURE	1989-07-06	17166	17166	SL	7.000000000000	0	0
OFFICE CHAIR	1989-11-17	280	280	SL	7.000000000000	0	0
LIBRARY SHELVES	1992-07-23	1800	1800	SL	7.000000000000	0	0
13 CHAIRS AND 1 DESK	2006-12-01	1936	1408	SL	7.000000000000	277	277
DESK & DRAWERS	2008-09-24	620	289	SL	7.000000000000	89	89
4 FILING CABINETS	2008-07-21	796	389	SL	7.000000000000	114	114
FILING CABINETS	1990-02-12	356	356	SL	7.000000000000	0	0
IKON COPIER	2010-02-15	5408	1417	SL	7.000000000000	773	773
COMPUTER	2003-07-31	3288	3288	SL	5.000000000000	0	0
COMPUTER	2004-01-01	384	384	SL	5.000000000000	0	0
DELL COMPUTER	2005-09-30	1468	1468	SL	5.000000000000	0	0
DIGITAL PROJECTOR	2005-11-30	1310	1310	SL	5.000000000000	0	0
PHOTOCOPIER	2006-12-29	2552	2550	SL	5.000000000000	0	0
MACBOOK	2008-03-26	1649	1237	SL	5.000000000000	330	330
APPLE MINI HP MONITOR AND PRINTER	2009-07-13	1129	565	SL	5.000000000000	226	226
MAC LAPTOP HARDWARE AND SOFTWARE	2009-08-28	2344	1090	SL	5.000000000000	469	469
LAND	1989-01-30	44850		L		0	0
BUILDING IMPROVEMENTS	2010-03-25	9139	410	SL	39.000000000000	234	234
STONE WALL	2001-10-31	15879	4138	SL	39.000000000000	407	407
WINDOWS	2001-11-30	12659	3277	SL	39.000000000000	325	325
HANDICAP RAMP AND BATHROOM	2002-03-22	10627	2652	SL	39.000000000000	272	272
DRIVEWAY PAVING (7,286 SQ FT)	2006-05-01	16495	6233	SL	15.000000000000	1100	1100

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	53464951	BookValue
EOYFMV	53464951	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (23 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
BUILDING	150150	90096	60054
DONATED FURNITURE	17166	17166	0
OFFICE CHAIR	280	280	0
LIBRARY SHELVES	1800	1800	0
13 CHAIRS AND 1 DESK	1936	1685	251
DESK & DRAWERS	620	378	242
4 FILING CABINETS	796	503	293
FILING CABINETS	356	356	0
IKON COPIER	5408	2190	3218
COMPUTER	3288	3288	0
COMPUTER	384	384	0
DELL COMPUTER	1468	1468	0
DIGITAL PROJECTOR	1310	1310	0
PHOTOCOPIER	2552	2550	2
MACBOOK	1649	1567	82
APPLE MINI HP MONITOR AND PRINTER	1129	791	338
MAC LAPTOP HARDWARE AND SOFTWARE	2344	1559	785
LAND	44850	0	44850
BUILDING IMPROVEMENTS	9139	644	8495
STONE WALL	15879	4545	11334
WINDOWS	12659	3602	9057
HANDICAP RAMP AND BATHROOM	10627	2924	7703
DRIVEWAY PAVING (7,286 SQ FT)	16495	7333	9162

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	HEMENWAY & BARNES	Category
Amount	$3,468	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
PRIOR YEAR ADJUSTMENT	$898
DEFERRED FEDERAL EXCISE TAX	$58,589

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
DUES AND SUBSCRIPTIONS	9898	0	0	0
INSURANCE	6604	0	0	0
OFFICE EXPENSES	9321	0	0	0
TELEPHONE	3563	0	0	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Revenue And Expenses Per Books	270	RevenueAndExpensesPerBooks
Net Investment Income	270	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
UNREALIZED GAIN	$2,929,447
BOOK TAX DIFFERENCE CONTRIBUTUINS	$16,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DEFERRED FEDERAL EXCISE TAX	Description
BOY Book Value	0	BOYBookValue
EOY Book Value	58589	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
AEQUITAS INVESTMENTS	$24,000	24000
BOOKKEEPING/PAYROLL	$1,668	0
MISCELLANEOUS FEES	$2	0

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
PAYROLL TAXES	$9,205	460
INVESTMENT EXCISE TAXES	$41,434	0
FORM PC MA TAX	$287	0

ISLAND FOUNDATION INC: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (78 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (20 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (131 entries)

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Name Business ContributorNameBusiness

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (23 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (23 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments