FLORENCE SAVINGS CHARITABLE FNDN INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE SAVINGS CHARITABLE FNDN INC (EIN 04-3422869)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201221299349100437
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T13:57:00-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 HIGH STREET 21ST FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043422869 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Florence Savings Charitable Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SARAH DARLING | InCareOfName |
| Name Control | FLOR | NameControl |
| Phone | 4135871761 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 Main Street | AddressLine1 |
| City | Florence | City |
| State | MA | State |
| ZIP Code | 01062 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin R Day | Name |
| Title | Treasurer | Title |
| Phone | 4135871761 | Phone |
| Date Signed | 2012-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jana B Bacon CPA | Name |
| Phone | 6174399700 | Phone |
| Date Prepared | 2012-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1403771 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 64343 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 64343 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -7324 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 685109 | GrossSalesPrice |
| Total Revenue And Expenses | 57019 | TotalRevenueAndExpenses |
| Total Net Investment Income | 64343 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2475 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2475 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5382 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5382 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2288 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 735 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 735 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10880 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5382 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3210 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 74577 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 74577 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 85457 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5382 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 77787 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -28438 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 58961 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11109 | CashBOY |
| Cash EOY | 10146 | CashEOY |
| Cash EOYFMV | 10146 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 0 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 0 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 0 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 1367000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1389270 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1389270 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 4000 | OtherAssetsBOY |
| Other Assets EOY | 4355 | OtherAssetsEOY |
| Other Assets EOYFMV | 4355 | OtherAssetsEOYFMV |
| Total Assets BOY | 1382109 | TotalAssetsBOY |
| Total Assets EOY | 1403771 | TotalAssetsEOY |
| Total Assets EOYFMV | 1403771 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 0 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1382109 | RetainedEarningsBOY |
| Retained Earnings EOY | 1403771 | RetainedEarningsEOY |
| Total Net Assets BOY | 1382109 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1403771 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1382109 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1403771 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1382109 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -28438 | ExcessOfRevenueOverExpenses |
| Other Increases | 50100 | OtherIncreases |
| Subtotal | 1403771 | Subtotal |
| Total Net Assets Fund Balances EOY | 1403771 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| LITMAN | P | 9700 | 9714 | -14 | -14 |
| LITMAN | P | 2443 | 2339 | 104 | 104 |
| STADION | P | 431595 | 438220 | -6625 | -6625 |
| GFAM | P | 217767 | 222037 | -4270 | -4270 |
| GFAM | P | 16878 | 19095 | -2217 | -2217 |
| CAPITAL GAIN DIVIDENDS | P | 6726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -6296 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 55000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1339407 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.041063 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 62270 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1144553 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054406 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 67566 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1201502 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056235 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 72157 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1347545 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053547 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53008 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1380958 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.038385 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243636 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048727 | AverageDistributionRatio |
| Net Noncharitable Assets | 1427047 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 69536 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 590 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 70126 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 77787 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 590 | InvestmentIncomeExciseTax |
| Subtotal | 590 | Subtotal |
| Tax Based On Investment Income | 590 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Overpayment | 1410 | Overpayment |
| Amount Credited To Next Year | 1410 | AmountCreditedToNextYear |
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 | MA | 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH DARLING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4135871761 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 MAIN STREET | AddressLine1 |
| City | FLORENCE | City |
| State | MA | State |
| ZIP Code | 01062 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN F HEAPS JR | ||||||||
| 65 ENGLEWOOD ROAD | LONGMEADOW | MA | 01106 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| KEVIN R DAY | ||||||||
| 10 FOX RUN | EASTHAMPTON | MA | 01027 | TREASURER | 1.0 | 0 | 0 | 0 |
| DOUGLAS H BURR | ||||||||
| 1339 TINKHAM ROAD | WILBRAHAM | MA | 01095 | CLERK | 1.0 | 0 | 0 | 0 |
| DAVID W ALVORD | ||||||||
| 276 EAST MAIN STREET | PLAINVILLE | MA | 01070 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| ROBERT F BORAWSKI | ||||||||
| 441 KENNEDY RD | LEEDS | MA | 01053 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| THOMAS C MCCARTHY | ||||||||
| 325 MAIN STREET | EASTHAMPTON | MA | 01027 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| MARY ELLEN NILES HOWARD | ||||||||
| 305 RYAN ROAD | FLORENCE | MA | 01062 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| SARAH DARLING | ||||||||
| 788 COLRAIN ROAD | GREENFIELD | MA | 01301 | ASSISTANT TREASURER | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT ACTIVITIES | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1448779 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1448779 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1448779 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21732 | CashDeemedCharitable |
| Net Noncharitable Assets | 1427047 | NetNoncharitableAssets |
| Minimum Investment Return | 71352 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 71352 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 590 | TaxBasedOnInvestmentIncome |
| Total Tax | 590 | TotalTax |
| Distributable Amount Before Adj | 70762 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 70762 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 70762 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 77787 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 77787 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 590 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 77197 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 70762 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 4887 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6502 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 11389 | TotalExcessDistriCarryover |
| Qualifying Distributions | 77787 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 70762 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7025 | RemainingDistriFromCorpus |
| Total Corpus | 18414 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 18414 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 4887 | ExcessFromYear3 |
| Excess From Year2 | 6502 | ExcessFromYear2 |
| Excess From Current Year | 7025 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Sarah Darling | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 Main Street | AddressLine1 |
| City | Florence | City |
| State | MA | State |
| ZIP Code | 01062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4135871761 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION AVAILABLE AT ABOVE ADDRESS | FormAndInfoAndMaterials |
| Submission Deadlines | SEE APPLICATION FOR DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | ONLY TAX EXEMPT ORGANIZATIONS THAT QUALIFY AS SECTION 501(C)(3) ENTITY IN THE GREATER NORTHAMPTON AREA. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HAMPSHIRE COUNTY UNITED WAY INC | |||||||
| 71 KING STREET | NORTHAMPTON | MA | 01061 | NOT RELATED | 501(C)(3) | CAMPAIGN MATHCING CONTRIBUTION | $26,244 |
| FRIENDS OF THE GRANBY FREE PUBLIC LIBRARY | |||||||
| 1 LIBRARY LANE | GANBY | MA | 01033 | NOT RELATED | 501(C)(3) | 1st payment of pledged contribution | $8,333 |
| STRAVOS | |||||||
| 210 OLD FARM ROAD | AMHERST | MA | 01002 | NOT RELATED | 501(C)(3) | Final payment of 5 year pledge | $5,000 |
| CAMP HOWE | |||||||
| PO BOX 326 | GOSHEN | MA | 01032 | NOT RELATED | 501(C)(3) | 1st payment of 3 year pledge | $5,000 |
| CISA | |||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | NOT RELATED | 501(C)(3) | Community Involved in Sustaining Agriculture | $2,500 |
| MASSACHUSETTS BANKERS ASSOCIATION CHAR FOUNDATION | |||||||
| ONE WASHINGTON MALL 8TH FLOOR | BOSTON | MA | 02108 | NOT RELATED | 501(C)(3) | Gold Sponsor - 2011 Contribution | $2,000 |
| PLAINFIELD VOLUNTEER FIREFIGHTERS' ASSOCIATION | |||||||
| 815 WEST MAIN STREET | PLAINFIELD | MA | 01070 | NOT RELATED | 501(C)(3) | Emergency equipment purchase | $1,500 |
| READER TO READER | |||||||
| 37 WOODSIDE AVENUE | AMHERST | MA | 01002 | NOT RELATED | 501(C)(3) | Literacy work in the Pioneer Valley | $1,000 |
| FRANK NEWHALL LOOK MEMORIAL PARK | |||||||
| 300 NORTH MAIN STREET | FLORENCE | MA | 01062 | NOT RELATED | 501(C)(3) | Santa's train - Conductor level | $1,000 |
| CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES | |||||||
| 78 POMEROY TERRACE | NORTHAMPTON | MA | 01060 | NOT RELATED | 501(C)(3) | Social Studies Room Wish List | $2,000 |
| NORTHAMPTON SURVIVAL CENTER | |||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01060 | NOT RELATED | 501(C)(3) | Final payment 3 year pledge | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 74577 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $64,343 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$7,324 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,019 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 57019 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | Category |
| Amount | $2,475 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2475 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS & MUTUAL FUNDS | NameOfBond |
| EOY Book Value | 1389270 | EOYBookValue |
| EOYFMV | 1389270 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST RECEIVABLE | Description |
| BOY Book Value | 4000 | BOYBookValue |
| EOY Book Value | 4355 | EOYBookValue |
| EOYFMV | 4355 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC EXPENSES | Description |
| Revenue And Expenses Per Books | 735 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 735 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN UNREALIZED GAINS/LOSSES | Description |
| Amount | $50,100 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | Category |
| Amount | $5,382 | Amount |
| Net Investment Income | 5382 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $2,288 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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