THE DAVID AND MARY BARROS FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID AND MARY BARROS FOUNDATION INC (EIN 13-4186806)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201332279349100558
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T12:35:18-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALL & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 SPERRY RD | AddressLine1 |
| City | BETHANY | City |
| State | CT | State |
| ZIP Code | 06524 | 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 | 134186806 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & MARY BARROS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 2033139048 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 FIRST PARISH ROAD | AddressLine1 |
| City | SCITUATE | City |
| State | MA | State |
| ZIP Code | 020663117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID BARROS | Name |
| Title | TRUSTEE | Title |
| Phone | 2033139048 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YVETTE B WALL | Name |
| Phone | 2032713484 | Phone |
| Date Prepared | 2013-08-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 343768 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 422347 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 11401 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11401 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 11401 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 9254 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 104294 | GrossSalesPrice |
| Total Revenue And Expenses | 443002 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11401 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 11401 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 35 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1835 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15451 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15451 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17286 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 15451 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 425716 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11401 | NetInvestmentIncome |
| Adjusted Net Income | 11401 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 426 | CashBOY |
| Cash EOY | -919 | CashEOY |
| Cash EOYFMV | -919 | CashEOYFMV |
| Investments Corp Stock EOY | 344687 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 344687 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 426 | TotalAssetsBOY |
| Total Assets EOY | 343768 | TotalAssetsEOY |
| Total Assets EOYFMV | 343768 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 426 | UnrestrictedBOY |
| Unrestricted EOY | 343768 | UnrestrictedEOY |
| Total Net Assets BOY | 426 | TotalNetAssetsBOY |
| Total Net Assets EOY | 343768 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 426 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 343768 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 426 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 425716 | ExcessOfRevenueOverExpenses |
| Subtotal | 426142 | Subtotal |
| Other Decreases | 82374 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 343768 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 100 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 100 | QualifyingDistributionsYear2 |
| Qualifying Distributions Year3 | 100 | QualifyingDistributionsYear3 |
| Qualifying Distributions Year4 | 100 | QualifyingDistributionsYear4 |
| Qualifying Distributions Year5 | 700 | QualifyingDistributionsYear5 |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| One Percent Net Investment Income | 114 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 114 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 15451 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 114 | InvestmentIncomeExciseTax |
| Subtotal | 114 | Subtotal |
| Tax Based On Investment Income | 114 | TaxBasedOnInvestmentIncome |
| Tax Due | 114 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID BARROS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2033139048 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 FIRST PARISH ROAD | AddressLine1 |
| City | SCITUATE | City |
| State | MA | State |
| ZIP Code | 02066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| MARY BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| CATHERINE BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| MICHAEL BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| DAVID BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| MEGAN BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 114 | TaxBasedOnInvestmentIncome |
| Total Tax | 114 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 15451 | ExpensesAndContributions |
| Qualifying Distributions | 15451 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 114 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 15337 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 700 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 100 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 100 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 100 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 100 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1100 | TotalExcessDistriCarryover |
| Qualifying Distributions | 15451 | QualifyingDistributions |
| Remaining Distri From Corpus | 15451 | RemainingDistriFromCorpus |
| Total Corpus | 16551 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 700 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 15851 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 100 | ExcessFromYear4 |
| Excess From Year3 | 100 | ExcessFromYear3 |
| Excess From Year2 | 100 | ExcessFromYear2 |
| Excess From Year1 | 100 | ExcessFromYear1 |
| Excess From Current Year | 15451 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAVID MARY BARROS FOUNDATION INC | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 PARISH ROAD | AddressLine1 |
| City | SCITUATE | City |
| State | MA | State |
| ZIP Code | 020663117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7813781546 | RecipientPhoneNumber |
| Form And Info And Materials | NO FORMAL REQUIRED CONTENTS | FormAndInfoAndMaterials |
| Submission Deadlines | NO DEADLINE FOR SUBMISSION | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS ON AWARDS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| CHRIST EPISCOPAL CHURCH | |||||
| 14 SCHOOL STREET | MEDWAY | MA | 02053 | CHRISTIAN EDUCATION SUPPORT | $426 |
| AVON OLD FARMS SCHOOL | |||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | EDUCATION | $5,000 |
| STONEHILL COLLEGE | |||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | EDUCATION | $10,000 |
| ALZHEIMER'S ASSOCIATION | |||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | RESEARCH | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15451 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 11401 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 9254 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 20655 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20655 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 Individual | DAVID MARY BARROS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 FIRST PARISH ROAD | AddressLine1 |
| City | SCITUATE | City |
| State | MA | State |
| ZIP Code | 020663117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 57384 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $1,800 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (6 entries)
| DAVID BARROS |
| MARY BARROS |
| CATHERINE BARROS |
| MICHAEL BARROS |
| DAVID BARROS |
| MEGAN BARROS |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PUBLICLY TRADED SECURITIES | Name |
| How Acquired | PURCHASE | HowAcquired |
| Gross Sales Price | 104294 | GrossSalesPrice |
| Basis | 95040 | Basis |
| Total Net | 9254 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STOCKS / OPTIONS | 228627 | 228627 |
| STOCK FUNDS | 50815 | 50815 |
| PREFERRED STOCKS | 9060 | 9060 |
| BALANCED FUNDS | 19825 | 19825 |
| MLPS | 36360 | 36360 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN MARKET VALUE | Description |
| Amount | $82,374 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| NY REGISTRATION FEE | 35 |
Comments