THE MARTIN J LAFOLEY FOUNDATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE MARTIN J LAFOLEY FOUNDATION (EIN 04-3148023)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-01
- IRS object ID
- 201130329349200418
- Schema version
- 2009v1.4
- 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 | 2011-02-01T15:19:47-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NARDELLA & TAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 HARTWELL AVE | AddressLine1 |
| City | LEXINGTON | City |
| State | MA | State |
| ZIP Code | 02420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043148023 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Martin J Lafoley Foundation 30-1190-00 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MART | NameControl |
| Phone | 6172573811 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1763 | AddressLine1 |
| City | meredith | City |
| State | NH | State |
| ZIP Code | 03253 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEVERLY LAFOLEY | Name |
| Title | TRUSTEE | Title |
| Phone | 6172573811 | Phone |
| Date Signed | 2011-01-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Nardella | Name |
| Phone | 7818626833 | Phone |
| Date Prepared | 2011-01-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.MJFOUNDATION.ORG | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 25147 | GrossReceipts |
| Contributions Gifts Grants Etc | 12501 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 7040 | ProgramServiceRevenue |
| Investment Income | 5606 | InvestmentIncome |
| Total Revenue | 25147 | TotalRevenue |
| Grants And Similar Amounts Paid | 6000 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 900 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 347 | OccupancyRentUtilitiesAndMaint |
| Other Expenses Total | 9545 | OtherExpensesTotal |
| Total Expenses | 16792 | TotalExpenses |
| Excess Or Deficit For Year | 8355 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 317294 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 19985 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 345634 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315673 | BOY |
| EOY | 344360 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1621 | BOY |
| EOY | 1274 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317294 | BOY |
| EOY | 345634 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317294 | BOY |
| EOY | 345634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE SCHOLARSHIPS AND FINANCIAL AID TO WORTHY STUDENTS WHO EXEMPLIFY THE DESIRE TO EXCEL IN ACADEMICS, SOCIAL VALUES AND AMATEUR ATHLETICS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| GRANTS PROVIDED TO STUDENTS OF SECONDARY SCHOOL AGE FOR SPECIAL NEEDS, ACHIEVING EDUCATIONAL GOALS, OR ACHIEVING AMATEUR ATHLETIC GOALS AND TO ATHLETIC OR SPECIAL NEEDS PROGRAMS FOR STUDENTS. | 6000 | 0 |
| "M.J.'s" Race, A SKIING COMPETITIION held ANNUALLY , strives to TEACH STUDENTS the qualities of teamwork, good sportsmanship, and trying one's best on the hill. RACES ARE HELD DURING EARLY SPRING. | 0 | 6534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 6534 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BEVERLY LAFOLEY | ||||||||
| 43 Bay Road | CENTER HARBOR | NH | 03226 | TRUSTEE | 3.00 | 0 | 0 | 0 |
| William Cook | ||||||||
| 7702 SANDHILL COURT | WEST PALM BEACH | FL | 33412 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beverly Lafoley | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 1763 | AddressLine1 |
| City | MEREDITH | City |
| State | NH | State |
| ZIP Code | 03253 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6175763811 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7380 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8345 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4375 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12501 | CurrentTaxYear |
| Total | 48198 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 6390 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6428 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9756 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5094 | CurrentTaxYear |
| Total | 27668 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13770 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14773 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14131 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17595 | CurrentTaxYear |
| Total | 75866 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 75866 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8748 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8835 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7373 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6405 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7040 | CurrentTaxYear |
| Total | 38401 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8748 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8835 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7373 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6405 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7040 | CurrentTaxYear |
| Total | 38401 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 5555 | CurrentTaxYearMinus3Years |
| Total | 5555 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24345 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22146 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24635 | CurrentTaxYear |
| Total | 119822 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.63320 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.63760 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.32050 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.31600 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | Declaration |
Comments