HOPEDALE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOPEDALE FOUNDATION (EIN 04-6044779)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-02-10
- IRS object ID
- 202410419349100701
- Schema version
- 2022v5.0
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-10T10:22:34-06:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201063009 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISCOMBE & PARRELLA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127A MAIN ST P O BOX 105 | AddressLine1Txt |
| City | MEDWAY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046044779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOPEDALE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 5084732871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 HOPE STREET | AddressLine1Txt |
| City | HOPEDALE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER S ELLIS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5084730820 | PhoneNum |
| Signature | 2024-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | ELLIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN PARRELLA | PreparerPersonNm |
| PTIN | P00594038 | PTIN |
| Phone | 5085202728 | PhoneNum |
| Preparation | 2024-02-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,495,876 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,067 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,067 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $518,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $518,199 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $149,830 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $671,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $520,266 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,160 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $993 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $993 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,378 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,378 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,131 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,524 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $472,524 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $540,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $540,655 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $520,266 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,661 | CashBOYAmt |
| Cash EOY | $7,697 | CashEOYAmt |
| Cash EOYFMV | $7,697 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $262,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $191,339 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,339 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $998,218 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $985,024 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $998,218 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $998,218 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $10,574,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,100,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,100,280 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $198,342 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $198,342 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,826,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,495,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,495,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,826,741 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,495,876 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,826,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,495,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,826,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,495,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,826,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,441 | ExcessRevenueOverExpensesAmt |
| Other Increases | $163,024 | OtherIncreasesAmt |
| Subtotal | $12,120,206 | SubtotalAmt |
| Other Decreases | $624,330 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,495,876 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,232 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,232 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,232 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,160 | 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 | $7,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $72 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL A DIORIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5084732871 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 HOPE STREET | AddressLine1Txt |
| City | HOPEDALE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01747 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| PETER S ELLIS | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | CHAIRMAN/TRUSTEE | 0.50 | $0 | $0 | $0 |
| W GREGORY BURRILL | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | VICE CHAIRMAN/TRUSTEE | 0.50 | $0 | $0 | $0 |
| ALFRED H SPARLING JR | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| STEVEN G ELLIS | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | SECRETARY/TRUSTEE | 0.50 | $0 | $0 | $0 |
| EDWARD J BURT | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CHRISTINE H BURKE | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| VICENT J ARONE JR | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | TRUSTEE/TREASURER | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ORGANIZATIONS | Description1Txt |
| Expenses1 | $309,500 | Expenses1Amt |
| Description2 | LOANS TO COLLEGE STUDENTS WHO GRADUATED FROM HOPEDALE HIGH SCHOOL | Description2Txt |
| Expenses2 | $163,024 | Expenses2Amt |
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 | $10,676,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $270,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,947,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,947,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,783,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $539,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $539,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,232 | TotalTaxAmt |
| Distributable Before Adj | $531,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $531,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $531,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $540,655 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $540,655 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $531,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,805 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,692 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,875 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $444,033 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,209 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $724,614 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $540,655 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $531,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,733 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $733,347 | 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 | $39,805 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $693,542 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,692 | ExcessFromYear4Amt |
| Excess From Year3 | $82,875 | ExcessFromYear3Amt |
| Excess From Year2 | $444,033 | ExcessFromYear2Amt |
| Excess From Year1 | $90,209 | ExcessFromYear1Amt |
| Excess From Current Year | $8,733 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VINCENT J ARONE JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 123 | AddressLine1Txt |
| City | HOPEDALE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5084732871 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | STUDENT LOANS ARE RESTRICTED TO HOPEDALE HIGH SCHOOL GRADUATES. GRANTS TO CHARITABLE ORIGANZIATIONS ARE RESTRICTED TO THOSE HAVING AN IMPACT ON THE LOCAL AREA. SCHOLARSHIPS ARE LIMITED TO GRADUATES OF HOPEDALE HIGH SCHOOL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOPEDALE COMMUNITY HOUSE | |||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | NONE | PRIVATE OPERATING FO | GENERAL OPERATIONS | $150,000 |
| MAYFLOWER COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 490 UNION AVENUE | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $7,500 |
| THE CLAFLIN HILL MUSIC PERFORMANCE FOUND INC | |||||||
| 54 CLAFLIN ST | MILFORD | MA | 01757 | NONE | PUBLIC CHARITY | SUPPORT CONCERT | $5,000 |
| MILFORD SALVATION ARMY | |||||||
| 29 CONGRESS STREET | MILFORD | MA | 01757 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| WHITIN COMMUNITY CENTER | |||||||
| 60 MAIN STREET | WHITINSVILLE | MA | 01588 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,000 |
| MUSEUM OF SCIENCE | |||||||
| SCIENCE PARK | BOSTON | MA | 021141099 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 021103399 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| FRIENDS OF THE HOPEDALE LIBRARY | |||||||
| 50 HOPE STREET | HOPEDALE | MA | 01747 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| WGBH | |||||||
| 125 WESTERN AVENUE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | RALPH LOWELL SOCIETY | $2,000 |
| AMERICAN LEGION AUXILIARY UNIT 59 | |||||||
| 43 FREEDOM STREET | HOPEDALE | MA | 01747 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| BANCROFT MEMORIAL LIBRARY | |||||||
| 50 HOPE STREET | HOPEDALE | MA | 01747 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| TOWN OF HOPEDALE | |||||||
| 78 HOPEDALE STREET | HOPEDALE | MA | 01747 | NONE | TOWN GOVERNMENT | LAND PURCHASE | $38,500 |
| EDUCATION LOANS GRANTED | |||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | NONE | N/A | STUDENT LOANS | $163,024 |
| LUKE TAHMOUSH | |||||||
| 21 GANNETT WAY | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $10,000 |
| THOMAS MCSWEENEY | |||||||
| 8 PARK STREET | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $10,000 |
| TYLER WILKE | |||||||
| 14 GANNETT WAY | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $10,000 |
| TAYLOR MARTIN-LAVACHE | |||||||
| 4 DENNETT STREET | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $10,000 |
| VINEET KAUSHIK | |||||||
| 32 LARKIN LANE | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $10,000 |
| RILEY THOMSON | |||||||
| 49 WESTCOTT ROAD | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $5,000 |
| RYAN HAYES | |||||||
| 23 MOORE ROAD | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $5,000 |
| FRANCES FITCH | |||||||
| 117 LAURELWOOD DRIVE | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $5,000 |
| DYLAN DZIOK | |||||||
| 70 JUNE ROAD | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $5,000 |
| CAMILA RAMIREZ | |||||||
| 14 WESTCOTT ROAD | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $3,000 |
| JULIA PELLEGRINI | |||||||
| 35 LARKIN LANE | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $3,000 |
| JAY PATEL | |||||||
| 2 COUNTRY CLUB LANE | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $3,000 |
| HAYLE ORTIA | |||||||
| 17 TILLOTSON ROAD | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $3,000 |
| AVA CORBETT | |||||||
| 8 PROGRESS STREET | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $3,000 |
| ZACHARY BARNES | |||||||
| 13 IMMAN LANE | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $472,524 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,067 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $518,199 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION LOANS REPAID | Desc |
| Exclusion | $149,830 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $670,096 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $670,096 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | REPAYMENT OF INTEREST FREE LOANS FOR HIGHER EDUCATION IN ACCORDANCE WITH ONE OF THE MAIN PURPOSES SPECIFIED IN THE FOUNDATION'S DECLARATION OF TRUST. | RelationshipStatementTxt |
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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPEDALE CHARITABLE CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(2) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL AUDIT | CategoryTxt |
| Amt | $10,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,600 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 73,000 SHS HOPEDALE CHARITABLE CORPORATION | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,100,280 | BookValueAmt |
| EOYFMV | $10,100,280 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TREASURY BILLS | Desc |
| EOY Book Value | $198,342 | EOYBookValueAmt |
| EOYFMV | $198,342 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EDUCATION LOANS REPAID | $149,830 |
| UNREALIZED LOSS ON INVESTMENTS | $474,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| SHARED EXPENSES | $52,950 | $0 | $52,950 |
| COLLECTION EXPENSE, (NET) | -$298 | $0 | -$298 |
| POSTAGE | $340 | $0 | $340 |
| BOARD EXPENSE | $869 | $0 | $869 |
| OFFICE EXPENSE | $267 | $0 | $267 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION LOANS REPAID | Desc |
| Revenue And Expenses Per Books | $149,830 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $149,830 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION LOANS GRANTED | Desc |
| Amt | $163,024 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,160 | DisbursementsCharitablePrpsAmt |