EVELYN LILLY LUTZ FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN LILLY LUTZ FOUNDATION (EIN 04-2103885)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-04
- IRS object ID
- 201211259349301301
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-04T10:18:23-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043072365 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANDMAISON & TRIPOLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 FEDERAL STREET | AddressLine1 |
| City | DANVERS | City |
| State | MA | State |
| ZIP Code | 01923 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103885 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVELYN LILLY LUTZ FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O BEVERLY HOSPITAL | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EVEL | NameControl |
| Phone | 9782361654 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 HERRICK STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANCIS CLEARY | Name |
| Title | PRESIDENT | Title |
| Phone | 9789223000 | Phone |
| Date Signed | 2012-04-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL G GRANDMAISON | Name |
| PTIN | P00065017 | PTIN |
| Phone | 9787776122 | Phone |
| Date Prepared | 2012-04-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FRANCIS CLEARY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 HERRICK STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1689304 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | NOT APPLICABLE | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION IS ENGAGED IN RAISING FUNDS FOR MEDICAL EDUCATION AND RESEARCH | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4950 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14800 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 165418 | InvestmentIncomePriorYear |
| Investment Income Current Year | 174703 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 170368 | TotalRevenuePriorYear |
| Total Revenue Current Year | 189503 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19862 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20620 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 317765 | OtherExpensePriorYear |
| Other Expenses Current Year | 128442 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 337627 | TotalExpensesPriorYear |
| Total Expenses Current Year | 149062 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -167259 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 40441 | RevenuesLessExpensesCY |
| Total Assets BOY | 8327033 | TotalAssetsBOY |
| Total Assets EOY | 8289990 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8327033 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8289990 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION IS ENGAGED IN SUPPORTING AND ENCOURAGING MEDICAL RESEARCH AND CONTINUING EDUCATION IN CONNECTION WITH BEVERLY HOSPITAL, MASSACHUSETTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 108156 | Expense |
| Revenue | 40361 | Revenue |
| Description | MEDICAL EDUCATION AND RESEARCH | Description |
| Total Program Service Expense | 108156 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 0 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY DOW | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9782361654 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 HERRICK STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| FRANCIS X CLEARY | |||||
| PRESIDENT | 5.00 | X | 0 | 0 | 0 |
| WILIAM J OTTO | |||||
| TREASURER | 5.00 | X | 0 | 0 | 0 |
| JOSEPH W HALEY | |||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 |
| GREGORY A BAZLEWICZ | |||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 |
| STEPHAN A BARRAND | |||||
| TRUSTEE | X | 0 | 0 | 0 | |
| JOHN L GOOD | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| SUZANNE F GRAVES | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| BRYANT BARNARD | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| THOMAS W ADAMS | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| FREDERICK KAUDERS | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| CATHERINE C LASTAVICA | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| MAHESH M PATEL | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| RONALD C PRUETT | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| MARK ALLARA | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| HERBERT W BISTRONG | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| WAYNE BYRTON | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| JAMES CHAFEY | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| FORRESTER A CLARK | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| HENRY FRISSORA | |||||
| TREASURER | 0.00 | X | 0 | 0 | 0 |
| PETER HERSEE | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| CAROLINE HERTER | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| JAMES S HEWSON | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| MAYO JOHNSON | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| JOHN KNOWLES | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| DANIEL J MCCULLOUGH | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| PATRICIA MAQUIRE MESERVEY | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| RONALD NEWMAN | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| GILBERT A NORWOOD | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| HUGH O'FLYNN | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| JAMES O'HOLLERAN | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| JAQRUTI PATEL | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| JEFFREY RUBEL | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| RICHARD RUSSELL | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| JONATHAN SCHREIBER | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| DAVID SMAIL | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| CARL SODERLAND | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| SUSAN WILTSHIRE | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| RICHARD WYLIE | |||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 14800 | AllOtherContributions |
| Total Contributions | 14800 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 208943 | TotalRevenueColumn |
| Exclusion | $208,943 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1465561 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1499801 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -34240 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -34240 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40361 | RelatedOrExemptFunctionIncome |
| Exclusion | -$74,601 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 189503 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40361 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $134,342 | ExclusionAmount |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19136 | Total |
| Program Services | 13396 | ProgramServices |
| Management And General | 5740 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1484 | Total |
| Program Services | 1039 | ProgramServices |
| Management And General | 445 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4650 | Total |
| Program Services | 3255 | ProgramServices |
| Management And General | 1395 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30593 | Total |
| Management And General | 30593 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Program Services | 4200 | ProgramServices |
| Management And General | 1800 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL CONFERENCES | 62635 | 62635 | |
| MEDICAL EDUCATION | 23631 | 23631 | |
| ADMINISTRATIVE | 723 | 723 | |
| MISCELLANEOUS | 125 | 125 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85 | Total |
| Management And General | 85 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149062 | Total |
| Program Services | 108156 | ProgramServices |
| Management And General | 40906 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15996 | BOY |
| EOY | 15291 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8311037 | BOY |
| EOY | 8274699 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8327033 | BOY |
| EOY | 8289990 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2683045 | BOY |
| EOY | 2757725 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5643988 | BOY |
| EOY | 5532265 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8327033 | BOY |
| EOY | 8289990 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8327033 | BOY |
| EOY | 8289990 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 40441 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -77484 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | BEVERLY | City |
| State | MA | State |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| U.S TREASURY OBLIGATIONS | 588630 | F |
| COMMON STOCK | 3629323 | F |
| CORPORATE OBLIGATIONS | 636707 | F |
| MUTUAL FUNDS | 2748853 | F |
| MONEY MARKET FUND | 671186 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8274699 | TotalOfBookValueSecurities |
| Total Revenue | 189503 | TotalRevenue |
| Total Expenses | 149062 | TotalExpenses |
| Excess Or Deficit For Year | 40441 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -77484 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -77484 | TotalAdjustments |
| Excess Or Deficit Per FS | -37043 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 189503 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 189503 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 189503 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 149062 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 149062 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 149062 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION REVIEWS THE INFORMATION RECORDED ON FORM 990 FOR ACCURACY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | BY REQUEST THE PUBLIC CAN VIEW THE FINANCIAL STATEMENTS | |
| FORM 990, PART VII | FRANCIS X CLEARY - 8 JUNIPER VALLEY ROAD, BEVERLY, MA 01915. WILIAM J OTTO - ONE OVERLEDGE ROAD, MANCHESTER, MA 01944. JOSEPH W. HALEY - PAINE AVENUE, PRIDES CROSSING, MA 01965. GREGORY A. BAZLEWICZ - 9 SKYTOP ROAD, MANCHESTER, MA 01944. STEPHAN A. BARRAND - 25 THOREAU CIRCLE, BEVERLY, MA 01915. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -77,484. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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