BEVERIDGE FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BEVERIDGE FAMILY FOUNDATION INC (EIN 31-1698286)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349101412
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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) |
|---|---|---|
| Return | 2026-05-14T10:55:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311698286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEVERIDGE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 8002299667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD CASWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002299667 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F MULDOON CPA | PreparerPersonNm |
| PTIN | P01561688 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,050,137 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,888,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,888,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,742,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,107,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,742,727 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,853 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,853 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,642,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,642,021 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $322,144 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,489 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $264,655 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,093 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,818 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,275 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,083 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,996 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,088 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,514 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $45,106 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $42,408 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $465,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $386,046 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $79,130 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $93,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,600 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,717 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $18,906 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,781 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,125 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $146,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,717 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $116,388 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,178,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $568,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $553,069 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,618,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,648,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,796,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $568,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,201,169 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,845,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,073,468 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,281,326 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,342,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,342,959 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $26,302 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,176 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,176 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,745,050 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,634,921 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,634,921 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $34,642,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,243,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,243,639 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,192,031 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,644,804 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,644,804 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,952,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,321,193 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,321,193 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $36,687 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,527 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,743 | LandBOYAmt |
| Land EOY | $3,160 | LandEOYAmt |
| Land EOYFMV | $3,160 | LandEOYFMVAmt |
| Other Assets BOY | $973,451 | OtherAssetsBOYAmt |
| Other Assets EOY | $847,285 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $847,285 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $62,816,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,050,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,050,137 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $158,855 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $125,554 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $122,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $169,180 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $280,855 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $294,734 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $46,168,919 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $49,105,091 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $16,366,720 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $17,650,312 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,535,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,755,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,816,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,050,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,535,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,845,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,571,244 | OtherIncreasesAmt |
| Subtotal | $66,952,583 | SubtotalAmt |
| Other Decreases | $197,180 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,755,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $20,107,288 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,364,561 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,742,727 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,742,727 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,742,727 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $56,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $28,101 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEVERIDGE.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARD S CASWELL | ||||||||
| 3 UPLAND LANE | WEST NEWBURY | MA | 01985 | PRESIDENT/DIRECTOR | 40.00 | $208,000 | $40,569 | $0 |
| PHILIP CASWELL III | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | EMERITUS | 0.50 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | VICE PRESIDENT | 1.00 | $9,000 | $0 | $0 |
| FREDERICK WILLIAM STECHER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | TREASURER | 2.00 | $7,000 | $0 | $0 |
| FREDERIC PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | ASSISTANT TREASURER | 2.00 | $9,000 | $0 | $0 |
| LEAH BEVERIDGE RICHARDSON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | CLERK | 1.00 | $6,000 | $0 | $0 |
| ALEXANDRA B RUSSELL | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | ASSISTANT CLERK | 1.00 | $7,000 | $0 | $0 |
| CHRISTA PALMER BIGUE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $7,000 | $0 | $0 |
| HENRY DU PONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RUTH S DU PONT | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $7,000 | $0 | $0 |
| JABEZ PALMER | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $8,000 | $0 | $0 |
| PATRICE SWAN | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $7,000 | $0 | $0 |
| PETER WESTON | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.50 | $8,000 | $0 | $0 |
| NANCY REICHE | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR (UNTIL 4/2025) | 0.50 | $7,000 | $0 | $0 |
| VANESSA PABON-HERNANDEZ | ||||||||
| 44 MERRIMAC ST | NEWBURYPORT | MA | 01950 | DIRECTOR (AS OF 10/2025) | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 ROBIN HOOD RD | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $76,156 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $63,029,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,449,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $705,838 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,184,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,184,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $977,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,206,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,210,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,210,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,421 | TotalTaxAmt |
| Distributable Before Adj | $3,125,903 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $9,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,134,903 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,134,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,201,169 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,201,169 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,134,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,729 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,201,169 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,729 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,134,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,537 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,537 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $36,537 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARD CASWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPLAND LANE | AddressLine1Txt |
| City | WEST NEWBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01985 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002299667 | RecipientPhoneNum |
| Recipient Email Address | WARD@CASWELL.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT THE PROPOSAL ABSTRACT PROVIDED BY THE FOUNDATION ALONG WITH THE FOLLOWING REQUIRED DOCUMENTS 1)COPY OF IRS LETTER CLASSIFYING THE APPLICANT AS EXEMPT UNDER CODE SECTIONS 509(A) & 501(C)(3), 2)COPY OF 990 FOR THE MOST RECENT TOW YEARS, 3)THREE CONSTRUCTION BIDS, IF CONSTRUCTION PROJECT, 4)NAMES AND AFFILIATIONS OF THE BOARD MEMBERS, 5)IF HOSPITAL OR OTHER HEALHT-RELATED FACILITY, A COPY OF THE DETERMINATION OF NEED (DON) OR A CERTIFICATE OF NEED (CON), 6)MOST RECENT AUDITED FIANCIAL STATEMENTS, IF APPLICABLE, 7)NAME AND QULAIFCATIONS OF THE PERSON RESPONSIBLE OFR ADMINSTERING THE GRANT, 8)DETAILED BUDGET OF TEH PROJECT, 9)LIST OF OTHER SOURCES OF FUNDIGN FOR THIS PROJECT, 10)A STATEMENT THAT THE GRANT REQUEST IS EXECUTED BY A PERSON AUTHORIXED TO SUBMIT ON HEALF OF THE REQUESTING ORGANIZATION, 11)TABLE OF ORGANIZATION, 12)IF A UNIT OF GOVERNMENT, EVIDENCE OF THE RELATIONSHIP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DUE DATE FOR RECEIPT OF COMPLETE PROPOSALS IS 5:00 PM ON FEBRUARY 1 AND AUGSUT 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | REJECTED PROGRAM ACTIVILES, INTERNATIONAL AFFAIRS, MEMBER BENEFIT, REJECTED TYPES OF SUPPORT AWARDS/PRIZE/COMPETITOINS, COLLECTIONS MGMT, COMMISSIONING NEW WORKS, CONFERENCES/SEMINARS, CURRICULUM DEVELOPMENT, DEBT REDUCTION, EMPLOYEE MATCHING GIFTS, EMLOYEE-BASED SCHOLARSHIPS, ENDOWMENT FUNDS, FACULTY/STAFF DEVELOPMENT, FELLOWSHIPS, FIL/VIDEO/RADIO PRODUCTION, FOUNDATION ADMINSTERED PRGRAMS, GENERAL/OPERATING SUPPORT, GRANTS/SCHOLARSHIPS TO INDIVDUALS, INCOME DEVELOMENT, INTERNSHIP FUNDS, MANAGEMENT DEVELOPMENT, PERFORMANCE/PRODUCTION COSTS, PROFESSORSHIPS, PROGRAM-RELATED INVESTMENT/LOANS, STUDENT AID MAXIUM GRANT AMOUNT REQUESTED SHOULD NOT EXCEED 25% OF THE TOTAL CONTRIBUTIONS FOR THE MOST RECENTLY ENDED FISCAL YEAR, OR 20% OF THE PROJECT BUDGET APPROVED AREAS OF GIVING INCLUDE HAMPDEN & HAMPSHIRE COUNTIES, MA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL OUR KIDS INC | ||||||
| 6 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| ALL OUR KIDS INC | ||||||
| 6 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | PC | AOK COMMUNITY CLOSET | $20,000 |
| ALTERNATIVE ENERGY RESOURCES ORGANIZATION DBA ABUNDANT MONTANA | ||||||
| 32 S EWING ST 314 | HELENA | MT | 59601 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,333 |
| AMELIA PARK CHILDREN'S MUSEUM INC | ||||||
| 29 SOUTH BROAD STREET | WESTFIELD | MA | 01085 | PC | AMELIA PARK OUTDOOR LEARNING PLAYSCAPE | $30,000 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $500 |
| AMERICAN RED CROSS | ||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $20,000 |
| ARISE INC | ||||||
| 38 SCHOOL ST | SPRINGFIELD | MA | 01105 | PC | FAMILY STABILITY PLAN | $14,000 |
| AUSTIN STATE HOSPITAL VOLUNTEER SERVICES COUNCIL | ||||||
| 4110 GUADALUPE ST | AUSTIN | TX | 78751 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BAY PATH UNIVERSITY | ||||||
| 588 LONGMEADOW STREET | LONGMEADOW | MA | 01106 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BLUES TO GREEN | ||||||
| PO BOX 51 | SPRINGFIELD | MA | 01101 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BOMBYX CENTER FOR ARTS AND EQUITY | ||||||
| 308 FAIRWAY VILLAGE | LEEDS | MA | 01053 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| BOYS & GIRLS CLUBS OF KING COUNTY | ||||||
| 16000 CHRISTENSEN RD STE 250 | TUKWILA | WA | 98188 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 |
| BREAKING OPPRESSION INC | ||||||
| PO BOX 30452 | SPRINGFIELD | MA | 01103 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| BREAKTHROUGH T1D | ||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 |
| CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS | ||||||
| 1770 MASSACHUSETTS AVENUE SUITE 181 | CAMBRIDGE | MA | 02140 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 |
| CARING HEALTH CENTER INC | ||||||
| 1049 MAIN ST | SPRINGFIELD | MA | 011032114 | PC | ADVANCING HEALTH EQUITY WITH CARING HEALTH CENTERS TECH EXPANSION AT SUMNER AVE | $35,000 |
| CENTER FOR HUMAN DEVELOPMENT INC | ||||||
| 85 INTERSTATE DRIVE | WEST SPRINGFIELD | MA | 01089 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CET | ||||||
| PO BOX 275 | DALTON | MA | 01227 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CHANDAS HOUSE INC | ||||||
| 723 MAIN STREET | AGAWAM | MA | 01001 | PC | BARBARA'S HOUSE | $32,500 |
| CHIEF SEATTLE CLUB | ||||||
| 410 - SECOND AVE EXTENSION S | SEATTLE | WA | 98104 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 |
| CHILDREN'S INSTITUTE | ||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,000 |
| CHILDREN'S MUSEUM AT HOLYOKE | ||||||
| 444 DWIGHT STREET | HOLYOKE | MA | 01040 | PC | IMAGINED WORLDS | $10,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | ||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 064923800 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| COALITION FOR AN EQUITABLE ECONOMY | ||||||
| 1 WASHINGTON MALL STE 1117 | BOSTON | MA | 02108 | PC | BUSINESS REGISTRATION ADVISORY GUIDE (BRAG) PROGRAM | $25,000 |
| COMMON WEALTH MURAL COLLABORATIVE | ||||||
| 59 GRANBY HTS | GRANBY | MA | 01033 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||
| 333 BRIDGE STREET | SPRINGFIELD | MA | 01103 | PC | HAMPDEN/HAMPSHIRE COUNTY SCHOLARSHIPS | $30,000 |
| CONGREGATION BNAI ISRAEL | ||||||
| 253 PROSPECT STREET | NORTHAMPTON | MA | 01060 | PC | OUTDOOR COMPOSTING TOILET ON ABUNDANCE FARM | $10,000 |
| CRADLES TO CRAYONS INC | ||||||
| 281 NEWTONVILLE AVENUE | NEWTON | MA | 02460 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES INC | ||||||
| 15/17 BREWSTER COURT | NORTHAMPTON | MA | 01060 | PC | THE CHILDREN'S CLINIC EXPANSION | $20,000 |
| DISCOVERING JUSTICE | ||||||
| 1 COURTHOUSE WAY SUITE 1400 | BOSTON | MA | 02210 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| DOMUS INCORPORATED | ||||||
| 4 SCHOOL ST | WESTFIELD | MA | 010852885 | PC | WESTFIELD COMMUNITY EDUCATION | $16,000 |
| DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED | ||||||
| 948 CONWAY ROAD | ASHFIELD | MA | 01330 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| DRAMA STUDIO INC | ||||||
| PO BOX 80892 | SPRINGFIELD | MA | 01138 | PC | INSTALLATION OF ELEVATOR | $35,000 |
| DRESS FOR SUCCESS OF WESTERN MASSACHUSETTS INC | ||||||
| PO BOX 15376 45 LYMAN STREET | SPRINGFIELD | MA | 01115 | PC | WESTERN MASS WOMEN'S CAREER CENTER | $38,500 |
| DRUG STORY THEATER INC | ||||||
| PO BOX 102 | MARSHFIELD HILLS | MA | 020510102 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| DUNBAR CENTER INC | ||||||
| 33 OAK ST | SPRINGFIELD | MA | 01109 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| DUNBAR CENTER INC | ||||||
| 33 OAK STREET | SPRINGFIELD | MA | 01109 | PC | RESTORATION DUNBAR | $20,000 |
| EASTHAMPTON HIGH SCHOOL ATHLETIC FOUNDATION & HALL OF FAME INC | ||||||
| PO BOX 1586 | EASTHAMPTON | MA | 01027 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 |
| EMPTY ARMS BEREAVEMENT SUPPORT INC | ||||||
| 140 PINE ST ROOM B | FLORENCE | MA | 01027 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| EMPTY ARMS BEREAVEMENT SUPPORT INC | ||||||
| 140 PINE STREET ROOM B2 | FLORENCE | MA | 01062 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF TEQUESTA INC | ||||||
| 400 SEABROOK RD | TEQUESTA | FL | 33469 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| FARESTART | ||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,000 |
| FIDELCO GUIDE DOG FOUNDATION INC | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| FOLLOW MY STEPS FOUNDATION INC | ||||||
| 33 HASKIN STREET | SPRINGFIELD | MA | 01109 | PC | THRIVE OVER SURVIVE | $47,440 |
| FOOD BANK OF EASTERN MICHIGAN | ||||||
| 2300 LAPEER ROAD | FLINT | MI | 48503 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,333 |
| FRANK NEWHALL LOOK MEMORIAL PARK | ||||||
| 300 NORTH MAIN STREET | FLORENCE | MA | 01062 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| FRIENDS OF LIBERTAS ACADEMY CHARTER SCHOOL INC | ||||||
| 262 LIBERTY STREET | SPRINGFIELD | MA | 01104 | PC | LIBERTAS ACADEMY MUSIC ROOM & INSTRUMENT UPGRADES | $20,000 |
| FUTURE ARTS FOUNDATION | ||||||
| 699 SUNDOWN DR | LAFAYETTE | CO | 80026 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GIRL SCOUTS OF CENTRAL AND WESTERN MASSACHUSETTS INC | ||||||
| 115 CENTURY DRIVE | WORCESTER | MA | 01606 | PC | GSCWM: GATEWAY GIRLS LEADERSHIP PROGRAM-HAMPDEN COUNTY | $12,000 |
| GIRLS INC OF THE VALLEY | ||||||
| 480 HAMPDEN STREET PO BOX 6812 | HOLYOKE | MA | 01040 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GLOBAL GLIMPSE | ||||||
| 67 TEXEL DRIVE | SPRINGFIELD | MA | 01108 | PC | GLOBAL GLIMPSE PROGRAM EXPANSION IN WESTERN MASSACHUSETTS | $28,000 |
| GORDON SCHOOL | ||||||
| 45 MAXFIELD AVENUE | EAST PROVIDENCE | RI | 02914 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| GRAY HOUSE INC | ||||||
| 22 SHELDON STREET | SPRINGFIELD | MA | 01107 | PC | GRAY HOUSE SAFETY & SECURITY IMPROVEMENTS | $10,000 |
| GREATER SPRINGFIELD HABITAT FOR HUMANITY | ||||||
| 268 COLD SPRING AVENUE | WEST SPRINGFIELD | MA | 01089 | PC | AFFORDABLE HOMEOWNERSHIP HOLYOKE & SPRINGFIELD | $40,000 |
| GREATER WESTFIELD EMERGENCY FOOD PANTRY INC | ||||||
| 101 MEADOW ST | WESTFIELD | MA | 01085 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| GUS LEGACY FOUNDATION | ||||||
| 5230 NORTH CLARK STREET | CHICAGO | IL | 60640 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| HILLTOWN COMMUNITY HEALTH CENTERS INC | ||||||
| 58 OLD NORTH ROAD | WORTHINGTON | MA | 01098 | PC | REPLACE ROOF AT WORTHINGTON HEALTHCARE FACILITY | $15,000 |
| HILLTOWN LAND TRUST INC | ||||||
| 332 BULLITT RD | ASHFIELD | MA | 013309767 | PC | LAND CONSERVATION AND STEWARDSHIP FOR COMMUNITY RESILIENCE | $35,000 |
| HILLTOWN VILLAGE INC | ||||||
| 2 EAST MAIN STREET PO BOX 304 | HUNTINGTON | MA | 01050 | PC | VILLAGE CLOSET BASIC NEEDS AND FAMILY SUPPORT CENTER | $40,000 |
| HOPE AND COMFORT | ||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||
| 1785 COLUMBUS AVENUE | ROXBURY | MA | 02119 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| HUMAN SERVICE FORUM | ||||||
| PO BOX 366 | HOLYOKE | MA | 01041 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| HUMAN SERVICE FORUM | ||||||
| PO BOX 366 | HOLYOKE | MA | 010410366 | PC | INNOVATE413 | $48,000 |
| HUMAN SERVICE FORUM | ||||||
| PO BOX 366 | HOLYOKE | MA | 01041 | PC | RESPONSIVE CAPACITY BUILDING AND TECHNICAL ASSISTANCE | $50,000 |
| INSIGHT PRODUCTIONS INC | ||||||
| 742 HICKORY RIDGE RD | PUTNEY | VT | 05346 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| J C WILLIAMS COMMUNITY CENTER INC | ||||||
| 116 FLORENCE STREET | SPRINGFIELD | MA | 01105 | PC | JC WILLIAMS COMMUNITY RESOURCE HUB RENOVATION PROJECT | $40,000 |
| JEANNE GEIGER CRISIS CENTER INC | ||||||
| 2 HARRIS ST | NEWBURYPORT | MA | 01950 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS INC | ||||||
| 15 LENOX STREET | SPRINGFIELD | MA | 01108 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| JUPITER MEDICAL CENTER FOUNDATION INC | ||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| LINK TO LIBRARIES INC | ||||||
| 2 WILBRAHAM ROAD | HAMPDEN | MA | 01036 | PC | WELCOMING SECOND GRADERS TO LINK TO LIBRARIES AND EXPANDING WESTFIELD SCHOOL PARTNERSHIPS | $10,000 |
| LOWELL'S MARITIME FOUNDATION DBA LOWELL'S BOAT SHOP | ||||||
| 459 MAIN ST | AMESBURY | MA | 01913 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| LUCYS LOVE BUS CHARITABLE TRUST | ||||||
| 21 WATER STREET SUITE 302 | AMESBURY | MA | 01913 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| MANNA SOUP KITCHEN | ||||||
| 48 ELM STREET | NORTHHAMPTON | MA | 01063 | PC | MANNA'S ANNUAL CAMPAIGN TO FUND OUR HEALTHY MEAL PROGRAM | $30,000 |
| MARTIN LUTHER KING JR FAMILY SERVICES INC | ||||||
| 106 WILBRAHAM ROAD | SPRINGFIELD | MA | 01109 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| MASS HUMANITIES | ||||||
| 66 BRIDGE STREET | NORTHAMPTON | MA | 01060 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | PC | MOBILE CLINIC VAN FOR THE MSPCA'S SPRINGFIELD COMMUNITY OUTREACH PROGRAM | $40,000 |
| MAY INSTITUTE INC | ||||||
| MAY INSTITUTE 48 CAPITOL DRIVE | WEST SPRINGFIELD | MA | 01089 | PC | WEST SPRINGFIELD SCHOOL NEW PLAYGROUND211 | $20,000 |
| MENTAL HEALTH ASSOCIATION INC | ||||||
| 350 MEMORIAL DR | CHICOPEE | MA | 01020 | PC | RENOVATIONS FOR SOBER HOUSING HOMES | $30,000 |
| MICHAEL J DIAS FOUNDATION INC | ||||||
| 398 EAST STREET | LUDLOW | MA | 01056 | PC | MJD SOBER WOMEN'S HOME | $40,000 |
| MY SCHOOL INC | ||||||
| 5555 S YOSEMITE ST | GREENWOOD VILLAGE | CO | 80111 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| NATIONAL CHARITY LEAGUE INC COASTSIDE CHAPTER | ||||||
| PO BOX 2215 | EL GRANADA | CA | 94018 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND INC | ||||||
| PO BOX 30839 | WORCESTER | MA | 01603 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| NEW NORTH CITIZENS COUNCIL | ||||||
| 2455 MAIN ST | SPRINGFIELD | MA | 01107 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 |
| NOCO PEER RECOVERY | ||||||
| 2502 DOWNS WAY | FORT COLLINS | CO | 80526 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| NORTH ANDOVER HISTORICAL SOCIETY | ||||||
| 800 MASSACHUSETTS AVE | NORTH ANDOVER | MA | 01845 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $500 |
| NORTHAMPTON CENTER FOR THE ARTS INC | ||||||
| PO BOX 366 | NORTHAMPTON | MA | 01061 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 |
| NORTHAMPTON COMMUNITY ARTS TRUST | ||||||
| PO BOX 366 | NORTHAMPTON | MA | 01061 | PC | THE WORKROOM THEATER AT 33 HAWLEY: LIGHTING, SOUND AND SEATING SYSTEMS | $25,000 |
| NORTHAMPTON JAZZ FESTIVAL INC | ||||||
| PO BOX 631 | NORTHAMPTON | MA | 01061 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| NORTHFIELD MOUNT HERMON | ||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | PC | FRANK STANLEY BEVERIDGE SCHOLARSHIP FUND - ENDOWED FINANCIAL AID | $50,000 |
| NUTSHELL PLAYHOUSE INC | ||||||
| 76 BRUNELL AVE | LENOX | MA | 012402025 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $500 |
| ONE CAN HELP INC | ||||||
| PO BOX 55 | WABAN | MA | 02468 | PC | PROVIDING THE MISSING RESOURCES UNDERSERVED CHILDREN IN THE JUVENILE COURT AND CHILD WELFARE SYSTEM URGENTLY NEED TO IMPROVE DIFFICULT LIVES, BUILD BETTER FUTURES AND ADVANCE JUSTICE IN HAMPSHIRE AND HAMPDEN COUNTIES.. | $45,000 |
| PACIFIC NORTHWEST CENTER FOR ARCHITECTURE AND DESIGN | ||||||
| 1010 WESTERN AV | SEATTLE | WA | 98104 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,000 |
| PARENT VILLAGES | ||||||
| 32 HAMPDEN ST 3RD FLOOR | SPRINGFIELD | MA | 01103 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PARENT VILLAGES | ||||||
| 32 HAMPDEN STREET 2ND FLOOR | SPRINGFIELD | MA | 01103 | PC | PARENT VILLAGES NONPROFIT ADVOCACY CENTER RENOVATION PROJECT | $40,000 |
| PEACE DEVELOPMENT FUND INC | ||||||
| PO BOX 1280 | AMHERST | MA | 01004 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 |
| PEACE DEVELOPMENT FUND INC | ||||||
| 44 NORTH PROSPECT STREET | AMHERST | MA | 010022014 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PIONEER VALLEY HABITAT FOR HUMANITY INC | ||||||
| PO BOX 60642 | FLORENCE | MA | 01062 | PC | WESTHAMPTON RD. COTTAGE PROJECT | $20,000 |
| PIONEER VALLEY RIVERFRONT CLUB INC | ||||||
| 121 WEST STREET PO BOX 3123 | SPRINGFIELD | MA | 01104 | PC | SUMMER 2025 LEARN TO SWIM AND ROW PROGRAM | $7,000 |
| PLAQUEMINES COMMUNITY CARE CENTERS FOUNDATION INC | ||||||
| 115 KEATING DRIVE | BELLE CHASSE | LA | 70037 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| PLAY INCUBATION COLLECTIVE INC | ||||||
| PO BOX 1435 | EASTHAMPTON | MA | 01027 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,500 |
| PLYMOUTH HOUSING | ||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $500 |
| PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA | ||||||
| 36 COURT ST | WESTFIELD | MA | 01085 | PC | NEW ELEVATOR - CONSTRUCTION AND INSTALLATION | $35,000 |
| PROVISION MINISTRY INC | ||||||
| 7 THOMAS NEWTON DRIVE | WESTBOROUGH | MA | 015811753 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| RAISING A READER (RAR-MA INC) | ||||||
| 53 STATE ST SUITE 500 | BOSTON | MA | 02109 | PC | RAISING A READER MASSACHUSETTS (RAR-MA) PIONEER VALLEY RED BOOK BAGS AND FAMILY ENGAGEMENT - HAMPDEN COUNTY EXPANSION WITH HOLYOKE PUBLIC SCHOOLS | $25,000 |
| RECONNECTED FOUNDATION | ||||||
| PO BOX 43 | AVON | CO | 81620 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| RIGHT TO THE CITY ALLIANCE | ||||||
| 143 MAIN ST ROOM 103 | SPRINGFIELD | MA | 01105 | PC | WESTERN MASS TENANT ORGANIZING PROJECT | $25,000 |
| RISE ABOVE FOUNDATION | ||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | PC | WESTERN MA PROGRAM GROWTH | $40,000 |
| RIVER EAST SCHOOL TO CAREER INC | ||||||
| 1455 NORTH MAIN ST | PALMER | MA | 01069 | PC | SKILLED TRADES CAREER FAIR | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MASSACHUSETTS | ||||||
| 34 CHAPIN TERRACE | SPRINGFIELD | MA | 01107 | PC | RONALD MCDONALD HOUSE OF SPRINGFIELD'S MISSION EXPANSION CAMPAIGN | $25,000 |
| RVC SEATTLE | ||||||
| 3715 S HUDSON ST STE 103 | SEATTLE | WA | 98118 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $1,000 |
| SAFE COALITION INCORPORATED | ||||||
| 31 HAYWARD ST UNIT 2C | FRANKLIN | MA | 02038 | PC | SAFE'S WESTERN MA COMMUNITY CARE EXPANSION | $40,000 |
| SEATTLE ARTS & LECTURES | ||||||
| 340 15TH AVE E SUITE 301 | SEATTLE | WA | 98112 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | ||||||
| PO BOX 301155 8 LAKEVILLE RD STE 3 | JAMAICA PLAIN | MA | 02130 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | ||||||
| PO BOX 301155 8 LAKEVILLE RD STE 3 | JAMAICA PLAIN | MA | 02130 | PC | YOU'RE WORTH IT PILOT PROGRAM: HAMPDEN COUNTY SHERIFFS DEPARTMENT RECOVERY AND WELLNESS CENTER | $10,000 |
| SELF-EVIDENT EDUCATION INC | ||||||
| 156 OVERLOOK DR | FLORANCE | MA | 010623529 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $10,000 |
| SELF-EVIDENT EDUCATION INC | ||||||
| 156 OVERLOOK DRIVE | FLORENCE | MA | 01062 | PC | SELF-EVIDENT - PILOTING YOUTH TRUTHS | $35,000 |
| SEVENARS CONCERTS INC | ||||||
| 80 EAST END AVENUE 3G | NEW YORK | NY | 10028 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SOJOURNER TRUTH SCHOOL FOR SOCIAL CHANGE LEADERSHIP INC | ||||||
| 649 STATE STREET | SPRINGFIELD | MA | 01109 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| SOMERVILLE HOMELESS COALITION INC | ||||||
| 1 DAVIS SQUARE | SOMERVILLE | MA | 02144 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SPRINGFIELD PUERTO RICAN PARADE | ||||||
| PO BOX 1273 | SPRINGFIELD | MA | 01101 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SPRINGFIELD SCHOOL VOLUNTEERS INC | ||||||
| 1550 MAIN STREET | SPRINGFIELD | MA | 01103 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| SPRINGFIELD SYMPHONY ORCHESTRA | ||||||
| 1441 MAIN ST SUIT 121 | SPRINGFIELD | MA | 11103 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| STANLEY PARK OF WESTFIELD INC | ||||||
| 400 WESTERN AVE PO BOX 1191 | WESTFIELD | MA | 01086 | PC | GENERAL OPERATING SUPPORT | $782,160 |
| STANLEY PARK OF WESTFIELD INC | ||||||
| 400 WESTERN AVE PO BOX 1191 | WESTFIELD | MA | 01086 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| TECH FOUNDRY INC | ||||||
| 1350 MAIN STREET 5TH FLOOR | SPRINGFIELD | MA | 01103 | PC | TECH BRIDGE | $40,000 |
| THE BUSCH WILDLIFE SANCTUARY INC | ||||||
| 17855 ROCKY PINES ROAD | JUPITER | FL | 33478 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| THE GREATER BOSTON FOOD BANK INC | ||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $3,334 |
| THE PERFORMANCE PROJECT INC | ||||||
| PO BOX 5195 | SPRINGFIELD | MA | 01101 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| THE SUMMIT SCHOOL | ||||||
| 664 E CENTRAL AVE | EDGEWATER | MD | 21037 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $4,000 |
| TOP FLOOR LEARNING INC | ||||||
| 1455 NORTH MAIN STREET 3RD FLOOR | PALMER | MA | 01069 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| TRANSLATE GENDER INC | ||||||
| 25 MAIN ST SUITE 221 | NORTHAMPTON | MA | 01060 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| TRANSLATE GENDER INC | ||||||
| 25 MAIN STREET SUITE 221 | NORTHAMPTON | MA | 010603172 | PC | BIPOC COLLECTIVE FOR TRANS, NONBINARY, AND GENDER EXPANSIVE YOUTH & FAMILIES | $15,000 |
| TREEHOUSE FOUNDATION INC | ||||||
| ONE TREEHOUSE CIRCLE | EASTHAMPTON | MA | 01027 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| TUFTS UNIVERSITY | ||||||
| 8 GEORGE RD | MEDFORD | MA | 02155 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| UNITARIAN UNIVERSALIST SOCIETY OF GREATER SPRINGFIELD | ||||||
| 60 LOMBARD AVENUE | EAST LONGMEADOW | MA | 01028 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| URBAN LEAGUE OF SPRINGFIELD INC | ||||||
| 1 FEDERAL ST BLDG 111-3 | SPRINGFIELD | MA | 011051199 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| USS MASSACHUSETTS MEMORIAL COMMITTEE INC | ||||||
| 5 WATER ST | FALL RIVER | MA | 027211540 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| WESTERN MASSACHUSETTS COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 850 HIGH STREET SUITE 1B | HOLYOKE | MA | 01040 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,000 |
| WESTFIELD ON WEEKENDS INC | ||||||
| 105 ELM ST | WESTFIELD | MA | 01085 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| WILLIE ROSS SCHOOL FOR THE DEAF INC | ||||||
| 32 NORWAY STREET | LONGMEADOW | MA | 01106 | PC | WRSD BAY PATH UNIVERSITY ANNEX | $37,500 |
| WOMEN'S FUND OF WESTERN MASSACHUSETTS | ||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $2,500 |
| YMCA OF GREATER SPRINGFIELD | ||||||
| 627 RANDALL ROAD | LUDLOW | MA | 01056 | PC | 2025 QUALIFIED DISCRETIONARY DISTRIBUTION | $5,000 |
| YWCA OF WESTERN MASSACHUSETTS | ||||||
| ONE CLOUGH STREET | SPRINGFIELD | MA | 01118 | PC | YWCA OF WESTERN MA INTERIOR RENOVATIONS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,648,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,888,441 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,853 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,742,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,642,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,642,021 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $87,514 | Amt |
| Net Investment Income | $45,106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $42,408 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $15,644,804 | EOYBookValueAmt |
| EOYFMV | $15,644,804 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $35,243,639 | EOYBookValueAmt |
| EOYFMV | $35,243,639 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,634,921 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,634,921 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $10,664,467 | $10,664,467 |
| ALTERNATIVE FUNDS | AT COST | $1,656,726 | $1,656,726 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FIRE SAFE | $1,599 | $1,599 | $0 | |
| LCD PROJECTOR | $937 | $937 | $0 | |
| DESK | $4,207 | $4,207 | $0 | |
| APPLE MONITOR | $2,442 | $1,710 | $732 | $732 |
| APPLE IPAD PRO | $2,199 | $1,100 | $1,099 | $1,099 |
| WEBSITE DEVELOPMENT | $23,710 | $23,710 | $0 | |
| APPLE IPHONE 17 | $1,593 | $264 | $1,329 | $1,329 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $29,083 | LegalFeesAmt |
| Net Investment Income | $4,996 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,088 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME/DIVIDEND RECEIVABLE | $118,663 | $141,447 | $141,447 |
| PROGRAM-RELATED INVESTMENTS | $854,788 | $705,838 | $705,838 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED TAX LIABILITY | $47,180 |
| WRITE OFF OF PROGRAM RELATED INVESTMENT | $150,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $33,974 | $6,136 | $0 | $27,838 |
| OTHER | $112,131 | $23,581 | $0 | $88,550 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $10,853 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,853 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,571,244 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED AND ACCRUED FEDERAL EXCISE TAXES | Desc |
| BOY Book Value | $122,000 | BOYBookValueAmt |
| EOY Book Value | $169,180 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER | $79,130 | $0 | $0 | $79,130 |
| INVESTMENT MANAGEMENT | $386,046 | $386,046 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $54,883 | $0 | $0 | $0 |
| FOREIGN TAXES | $38,600 | $38,600 | $0 | $0 |
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