STANLEY PARK OF WESTFIELD INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY PARK OF WESTFIELD INC (EIN 04-2131404)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349101978
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T11:42:21-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713795 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | 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 | 042131404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STANLEY PARK OF WESTFIELD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 4135689312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1191 400 WESTERN AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MORIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135689312 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY M D'AGOSTINO | PreparerPersonNm |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2026-05-04 | 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 | $20,813,099 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,096,229 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,872 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,872 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $28,872 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $152,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,176 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $152,176 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $269,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,866,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $269,834 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $106,310 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $106,310 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,653,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $450,882 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $287,358 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $112,027 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $778,685 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,361 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $23,361 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $755,324 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $113,592 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,408 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $3,408 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $110,184 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $15,225 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,525 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $116,048 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,481 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,481 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $112,567 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $260,714 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,465 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,465 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $411,574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,815,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $45,475 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $986,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,815,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $45,475 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $986,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $405,407 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $241,883 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,097,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $855,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $855,974 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,219 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,236 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,236 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,255,666 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,487,768 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,487,768 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,635,777 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,823,918 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,823,918 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $637,883 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $641,177 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $641,177 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $248,863 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $262,045 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $262,045 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,313,641 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,455,673 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,899,152 | LandBOYAmt |
| Land EOY | $3,857,968 | LandEOYAmt |
| Land EOYFMV | $12,575,981 | LandEOYFMVAmt |
| Other Assets BOY | $155,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $155,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,938,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,095,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,813,099 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,630 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,813 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $13,279 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $13,267 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $77,881 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,847 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $102,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,927 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,534,230 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,281,541 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,301,698 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $7,741,618 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,835,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,023,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,938,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,095,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,835,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $349,665 | OtherIncreasesAmt |
| Subtotal | $12,023,159 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,023,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS ACCT #37484 | P | $492,183 | $288,854 | $203,329 | $203,329 |
| UBS ACCT #37484 | P | $227,900 | $225,983 | $1,917 | $1,917 |
| UBS ACCT #37486 | P | $157,026 | $157,949 | -$923 | -$923 |
| UBS ACCT #37486 | P | $10,000 | $9,314 | $686 | $686 |
| UBS ACCT #80653 | P | $147,412 | $146,738 | $674 | $674 |
| UBS ACCT #37485 | P | $447,463 | $391,353 | $56,110 | $56,110 |
| UBS ACCT #37485 | P | $40,433 | $47,736 | -$7,303 | -$7,303 |
| UBS ACCT #25691 | P | $174,896 | $180,369 | -$5,473 | -$5,473 |
| UBS ACCT #25691 | P | $4,580 | $4,776 | -$196 | -$196 |
| UBS ACCT #37483 | P | $145,323 | $123,669 | $21,654 | $21,654 |
| UBS ACCT #37483 | P | $19,035 | $19,676 | -$641 | -$641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $269,834 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,537 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1972-07-17 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | Yes (1) | 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.STANLEYPARK.ORG | WebsiteAddressTxt |
| Individual With Books | VICTORIA CONNOR | IndividualWithBooksNm |
| Phone | 4135689312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WESTERN AVENUE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01086 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| ANGELA DEROUIN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK MORIN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | TREASURER | 1.00 | $0 | $0 | $0 |
| JONATHAN CASWELL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FREDERICK STECHER | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| W ROCKNE PALMER | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER WESTON | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WARD CASWELL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HAGAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL MARCHESE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA THOMPSON | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LEVESQUE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAY QUEENIN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HARRY ROCK | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KARA HERMAN | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | SECRETARY | 1.00 | $0 | $0 | $0 |
| HEATHER WITALISZ | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VICTORIA CONNOR | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MANAGING DIRECTOR | 40.00 | $112,027 | $15,178 | $0 |
| GENE KURTZ | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL MCCABE | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RANIA KFURI | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| VICTORIA CONNOR | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | MANAGING DIRECTOR | 40.00 | $112,027 | $15,178 | $0 |
| PAUL KUCZYNSKI | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | GREENHOUSE COORDINAT | 40.00 | $79,698 | $18,142 | $0 |
| NICHOLAS BRILL | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | OPERATIONS SUPERVISO | 40.00 | $60,714 | $31,215 | $0 |
| GAIL CUTLER | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | OFFICE ADMINISTRATOR | 40.00 | $59,782 | $15,528 | $0 |
| ROBERT SALVINI | ||||||||
| 400 WESTERN AVENUE | WESTFIELD | MA | 01086 | GREENHOUSE ASSISTANT | 40.00 | $56,552 | $6,457 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3560 LENOX ROAD NE SUITE 2800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 90326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $58,158 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO MAINTAIN A REFUGE OF PHYSICAL AND SPIRITUAL BEAUTY WHERE PEOPLE MAY ENJOY GARDENS, TRAILS, MUSIC, EDUCATIONAL, SPORTING, AND CULTURAL ACTIVITIES AND RETAIN WILDLIFE HABITAT. | Description1Txt |
| Expenses1 | $1,815,855 | Expenses1Amt |
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 | $6,996,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $976,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,973,114 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,973,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,853,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $392,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $986,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $219,530 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,205,595 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-07-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $241,883 | CurrentYearAmt |
| Year1 | $228,483 | Year1Amt |
| Year2 | $203,468 | Year2Amt |
| Year3 | $167,984 | Year3Amt |
| Total | $841,818 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $205,601 | CurrentYearAmt |
| Year1 | $194,211 | Year1Amt |
| Year2 | $172,948 | Year2Amt |
| Year3 | $142,786 | Year3Amt |
| Total | $715,545 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,205,595 | CurrentYearAmt |
| Year1 | $1,102,489 | Year1Amt |
| Year2 | $1,074,102 | Year2Amt |
| Year3 | $1,400,027 | Year3Amt |
| Total | $4,782,213 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,205,595 | CurrentYearAmt |
| Year1 | $1,102,489 | Year1Amt |
| Year2 | $1,074,102 | Year2Amt |
| Year3 | $1,400,027 | Year3Amt |
| Total | $4,782,213 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $261,784 | CurrentYearAmt |
| Year1 | $253,701 | Year1Amt |
| Year2 | $246,699 | Year2Amt |
| Year3 | $273,516 | Year3Amt |
| Total | $1,035,700 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEDDING & PAVILION INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $104,839 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,872 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $269,834 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,471 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $557,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $557,192 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE BEVERIDGE FAMILY FOUNDATION | |||||||
| 1 | 3 UPLAND LN | WEST NEWBURY | MA | 01985 | $787,160 | Yes (X) | |
| WESTFIELD BANK | |||||||
| 2 | 141 ELM STREET PO BOX 1626 | WESTFIELD | MA | 01085 | $20,000 | Yes (X) | |
| MARCIA SANFORD | |||||||
| 3 | 276 CITY VIEW ROAD | WESTFIELD | MA | 01085 | $5,000 | Yes (X) | |
| WESTFIELD GAS & ELECTRIC | |||||||
| 4 | 40 TURNPIKE INDUSTRIAL ROAD | WESTFIELD | MA | 01085 | $10,360 | Yes (X) | |
| ST GERMAIN INVESTMENT MANAGEMENT | |||||||
| 5 | 1500 MAIN STREET SUITE 2500 | SPRINGFIELD | MA | 01103 | $5,000 | Yes (X) | |
| SPECIALTY BOLT & SCREW INC | |||||||
| 6 | 235 BOWLES ROAD | AGAWAM | MA | 01001 | $10,000 | Yes (X) | |
| FIRTION-ADAMS FUNERAL SERVICES INC | |||||||
| 7 | 76 BROAD STREET | WESTFIELD | MA | 01085 | $5,000 | Yes (X) | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 8 | 333 BRIDGE STREET | SPRINGFIELD | MA | 01103 | $15,170 | Yes (X) | |
| GARY AND PRISCILLA GOVER | |||||||
| 9 | 72 CARDINAL LANE | WESTFIELD | MA | 01085 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | UTILITIES | NoncashPropertyDesc |
| Fair Market Value | $10,360 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $21,750 | Amt |
| Net Investment Income | $15,225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,225 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,525 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $641,177 | EOYBookValueAmt |
| EOYFMV | $641,177 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $3,823,918 | EOYBookValueAmt |
| EOYFMV | $3,823,918 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,487,768 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,487,768 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY MARKET FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $262,045 | BookValueAmt |
| EOYFMV | $262,045 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| PARK & LAND IMPROVEMENTS | $3,227,183 | $2,437,633 | $789,550 | $9,507,563 |
| BUILDINGS | $5,429,129 | $2,900,050 | $2,529,079 | $2,529,079 |
| EQUIPMENT & AMENITIES | $1,294,538 | $974,034 | $320,504 | $320,504 |
| VEHICLES & MACHINERY | $1,067,141 | $881,246 | $185,895 | $185,895 |
| OFFICE & TECHNOLOGY | $295,650 | $262,710 | $32,940 | $32,940 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED CASH FOR LONG TERM PURPOSES | Desc |
| BOY Book Value | $155,000 | BOYBookValueAmt |
| EOY Book Value | $155,000 | EOYBookValueAmt |
| EOYFMV | $155,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $16,995 | $0 | $0 | $0 |
| PLANT MATERIAL | $5,453 | $0 | $0 | $0 |
| PARK EVENTS | $3,989 | $0 | $0 | $0 |
| MAINTENANCE GROUNDS | $28,845 | $0 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $5,549 | $0 | $0 | $0 |
| INSURANCE EXPENSE | $56,041 | $0 | $0 | $0 |
| MISCELLANEOUS | $5,295 | $0 | $0 | $0 |
| OFFICE EXPENSE | $13,959 | $0 | $0 | $0 |
| FUEL | $12,515 | $0 | $0 | $0 |
| UTILITIES | $107,601 | $0 | $0 | $0 |
| MAINTENANCE STRUCTURES | $27,194 | $0 | $0 | $0 |
| OUTSIDE SERVICES | $4,570 | $0 | $0 | $0 |
| MAINTENANCE EQUIPMENT | $44,966 | $0 | $0 | $0 |
| FUNDRAISING | $76,011 | $0 | $0 | $0 |
| OTHER TAXES | $2,591 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| WEDDING & PAVILION INCOME | $104,839 | $104,839 |
| MISCELLANEOUS INCOME | $1,471 | $1,471 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $349,665 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $77,881 | BOYBookValueAmt |
| EOY Book Value | $48,847 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL | CategoryTxt |
| Amt | $116,048 | Amt |
| Net Investment Income | $3,481 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,481 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $112,567 | DisbursementsCharitablePrpsAmt |