BAY STATE FEDERAL SAVINGS CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BAY STATE FEDERAL SAVINGS CHARITABLE FOUNDATION (EIN 04-3415547)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-25
- IRS object ID
- 202401169349100615
- Schema version
- 2023v5.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T12:32:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER NEWMAN & NOYES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 FEDERAL STREET SUITE 902 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043415547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bay State Federal Savings | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYS | BusinessNameControlTxt |
| Phone | 6172252822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1190 | AddressLine1Txt |
| City | Sagamore Beach | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02562 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE M RENAGHAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6172252822 | PhoneNum |
| Signature | 2024-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENISE | PersonFirstNm |
| Person Last | RENAGHAN | 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 | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 6175563900 | PhoneNum |
| Preparation | 2024-04-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $14,282,747 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $52,645 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,645 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $251,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $402,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,710,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $402,869 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $706,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $706,576 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $230,836 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $230,836 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $9,318 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,318 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,346 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,947 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,399 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,208 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,954 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,528 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $331,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $278,581 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $458,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $458,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $790,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $737,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $651,921 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $219,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $525,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $525,647 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,174,693 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $774,492 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $774,492 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,232,779 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,211,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,211,179 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $387,424 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $389,148 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $389,148 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $355,484 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $362,625 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $362,625 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,656 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,656 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,370,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,282,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,282,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,370,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,282,747 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,370,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,282,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,370,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,282,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,370,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,995,823 | OtherIncreasesAmt |
| Subtotal | $14,282,747 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,282,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $1,705,065 | $1,307,849 | $397,216 | $397,216 | |
| Capital Gains Dividends | $5,653 | $5,653 | $5,653 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $402,869 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,062 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,062 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,062 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,240 | 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 | $17,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,178 | OverpaymentAmt |
| Applied To ES Tax | $8,178 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | DE | 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.baystatecharitable.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Denise Renaghan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172252822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1190 | AddressLine1Txt |
| City | Sagamore Beach | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02562 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Denise M Renaghan | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | President/Director | 30.00 | $85,000 | $90,836 | $0 |
| Anthony Caruso | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Secretary/Director | 4.00 | $15,000 | $15,000 | $0 |
| Michael O Gilles | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Treasurer/Director | 4.00 | $10,000 | $10,000 | $0 |
| Brenda T Harrington | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Director | 1.00 | $5,000 | $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 | Bank of America | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 653067 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $50,947 | 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 | $12,925,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $331,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,257,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,257,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,058,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $652,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $652,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,062 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,062 | TotalTaxAmt |
| Distributable Before Adj | $643,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $643,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $643,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $737,381 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $737,381 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $643,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,472 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,505 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $54,096 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $296,627 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $737,381 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $643,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,515 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $390,142 | 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 | $47,472 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $342,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,505 | ExcessFromYear4Amt |
| Excess From Year2 | $54,096 | ExcessFromYear2Amt |
| Excess From Year1 | $117,554 | ExcessFromYear1Amt |
| Excess From Current Year | $93,515 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Denise Renaghan The Bay State Feder | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1190 | AddressLine1Txt |
| City | Sagamore Beach | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172252822 | RecipientPhoneNum |
| Recipient Email Address | info@baystatecharitable.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Grant Application Package or Written Letter with 501(c)(3) IRS Determination Letter. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | To support community organizations that contribute to improving quality of life. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (164 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adult & Teen Challenge New England and New Jersey | |||||||
| 1311 Main Street | Brockton | MA | 02301 | N/A | PC | General Operating Support | $2,500 |
| ALS Association Florida Chapter | |||||||
| 3242 Parkside Center Circle | Tampa | FL | 33619 | N/A | PC | General Operating Support | $1,000 |
| Alzheimer's Association | |||||||
| 225 North Michigan Avenue 1700 | Chicago | IL | 60601 | N/A | PC | General Operating Support | $1,500 |
| American Cancer Society | |||||||
| 3380 Chastain Meadows Parkway | Kennesaw | GA | 30144 | N/A | PC | General Operating Support | $5,000 |
| American Heart Association | |||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | N/A | PC | General Operating Support | $2,500 |
| American Institute for Cancer Research | |||||||
| 1560 Wilson Boulevard 1000 | Arlington | VA | 22209 | N/A | PC | General Operating Support | $1,000 |
| American Red Cross | |||||||
| 431 18th Street NW | Washington | DC | 20006 | N/A | PC | General Operating Support | $5,000 |
| Archdiocese for the Military Services | |||||||
| PO Box 4469 | Washington | DC | 20017 | N/A | PC | General Operating Support | $5,000 |
| Belmont Youth Baseball Inc | |||||||
| PO Box 311 | Belmont | MA | 02478 | N/A | PC | General Operating Support | $1,000 |
| Best Buddies International Inc | |||||||
| 100 Southeast 2nd Street Suite 2200 | Miami | FL | 33131 | N/A | PC | General Operating Support | $2,500 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Brookline Avenue | Boston | MA | 02215 | N/A | PC | General Operating Support | $2,500 |
| Boston Chinatown Neighborhood Center | |||||||
| 38 Ash Street | Boston | MA | 02111 | N/A | PC | General Operating Support | $1,000 |
| Boston University | |||||||
| One Silber Way | Boston | MA | 02215 | N/A | PC | General Operating Support | $1,500 |
| Brigham and Women's and Faulkner Hospital | |||||||
| 263 Huntington Avenue 318 | Boston | MA | 02115 | N/A | PC | General Operating Support | $2,500 |
| Brookline Arts Center | |||||||
| 86 Monmouth Street | Brookline | MA | 02446 | N/A | PC | General Operating Support | $1,000 |
| Brookline Center for Community Mental Health | |||||||
| 41 Garrison Road | Brookline | MA | 02445 | N/A | PC | General Operating Support | $5,000 |
| Brookline Community Foundation | |||||||
| 40 Webster Place | Brookline | MA | 02445 | N/A | PC | General Operating Support | $1,000 |
| Brookline Food Pantry | |||||||
| PO Box 45 | Brookline | MA | 02446 | N/A | PC | General Operating Support | $5,000 |
| Brookline High School | |||||||
| 115 Greenough Street | Brookline | MA | 02445 | N/A | GOV | General Operating Support | $3,500 |
| Brookline Multi Service Senior Center Corp | |||||||
| 93 Winchester Street | Brookline | MA | 02446 | N/A | PC | General Operating Support | $10,000 |
| Brotherhood of Hope | |||||||
| PO Box 200057 | Boston | MA | 02120 | N/A | PC | General Operating Support | $4,500 |
| Cape Cod Healthcare Foundation | |||||||
| 25 Communication Way | Hyannis | MA | 02601 | N/A | PC | General Operating Support | $1,500 |
| Care Dimensions | |||||||
| 75 Sylvan Street Suite B-102 | Danvers | MA | 01923 | N/A | PC | General Operating Support | $1,500 |
| Caritas Communities | |||||||
| 25 Braintree Hill Office Park 206 | Braintree | MA | 02184 | N/A | PC | General Operating Support | $5,000 |
| Catholic Charities USA | |||||||
| 2050 Ballenger Avenue Suite 400 | Alexandria | VA | 22314 | N/A | PC | General Operating Support | $5,000 |
| Catholic Memorial School | |||||||
| 235 Baker Street | West Roxbury | MA | 02132 | N/A | PC | General Operating Support | $5,000 |
| Catholic Relief Services | |||||||
| 228 West Lexington Street | Baltimore | MD | 21201 | N/A | PC | General Operating Support | $5,000 |
| Catholic Schools Foundation | |||||||
| 67 Batterymarch Street 6th Floor | Boston | MA | 02110 | N/A | PC | General Operating Support | $2,500 |
| Charles River Center | |||||||
| 59 East Militia Heights Drive | Needham | MA | 02492 | N/A | PC | General Operating Support | $2,500 |
| Children's Hospital Boston | |||||||
| 300 Longwood Avenue | Boston | MA | 02115 | N/A | PC | General Operating Support | $2,000 |
| Children's Law Center of Massachusetts | |||||||
| PO Box 710 298 Union Street | Lynn | MA | 01903 | N/A | PC | General Operating Support | $4,000 |
| Children's Specialized Hospital Foundation | |||||||
| 150 New Providence Road | Mountainside | NJ | 07092 | N/A | PC | General Operating Support | $1,000 |
| Coast Guard Foundation | |||||||
| 394 Taugwonk Road | Stonington | CT | 06378 | N/A | PC | General Operating Support | $2,500 |
| Community Hospice of Northeast Florida Foundation | |||||||
| 4266 Sunbeam Road | Jacksonville | FL | 32257 | N/A | SO I | General Operating Support | $1,500 |
| Compassionate Care ALS | |||||||
| PO Box 1052 | West Falmouth | MA | 025741052 | N/A | PC | General Operating Support | $3,500 |
| Cooley's Anemia Foundation | |||||||
| 330 Seventh Avenue Suite 200 | New York | NY | 10001 | N/A | PC | General Operating Support | $1,500 |
| Cotting School Inc | |||||||
| 453 Concord Avenue | Lexington | MA | 02421 | N/A | PC | General Operating Support | $2,500 |
| Covenant House | |||||||
| 461 Eighth Avenue | New York | NY | 10001 | N/A | PC | General Operating Support | $2,000 |
| CRUDEM Foundation Inc | |||||||
| PO Box 804 | Ludlow | MA | 01056 | N/A | PC | General Operating Support | $2,000 |
| Crystal Springs Inc | |||||||
| 38 Narrows Road | Assonet | MA | 02702 | N/A | PC | General Operating Support | $2,500 |
| Cured NFP | |||||||
| 2937 Bayberry Drive | Buffalo Grove | IL | 60089 | N/A | PC | General Operating Support | $1,000 |
| Cystic Fibrosis Foundation | |||||||
| 4550 Montgomery Avenue | Bethesda | MD | 20814 | N/A | PC | General Operating Support | $2,500 |
| Dana Farber Cancer Institute | |||||||
| 450 Brookline Avenue | Boston | MA | 02215 | N/A | PC | General Operating Support | $1,000 |
| Dedham Food Pantry | |||||||
| PO Box 46 | Dedham | MA | 02027 | N/A | PC | General Operating Support | $5,000 |
| Doctors Without Borders | |||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | N/A | PC | General Operating Support | $2,500 |
| Doug Flutie Jr Foundation for Autism | |||||||
| PO Box 2157 | Framingham | MA | 01703 | N/A | PC | General Operating Support | $1,000 |
| Dove Inc | |||||||
| PO Box 690267 | Quincy | MA | 02269 | N/A | PC | General Operating Support | $5,000 |
| Ecumenical Community Food Pantry of Norwood | |||||||
| 150 Chapel Street | Norwood | MA | 02062 | N/A | PC | General Operating Support | $5,000 |
| Elizabeth Stone House | |||||||
| PO Box 300039 | Jamaica Plain | MA | 02130 | N/A | PC | General Operating Support | $2,500 |
| Empower Her Inc | |||||||
| 759 Chief Justice Cushing Highway | Cohasset | MA | 02025 | N/A | PC | General Operating Support | $2,500 |
| English at Large | |||||||
| 800 W Cummings Park Suite 550 | Woburn | MA | 01801 | N/A | PC | General Operating Support | $2,000 |
| Eternal Word Television Network | |||||||
| 5817 Old Leeds Road | Irondale | AL | 35210 | N/A | PC | General Operating Support | $3,000 |
| Exponent Philanthropy Association of Small Foundations | |||||||
| 1720 N Street NW | Washington | DC | 20036 | N/A | PC | General Operating Support | $750 |
| Father Bill's & Mainspring | |||||||
| 430 Belmont Street | Brockton | MA | 02301 | N/A | PC | General Operating Support | $5,000 |
| Franciscan Hospital for Children | |||||||
| 30 Warren Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $2,500 |
| Franciscan Missionary Sisters for Africa | |||||||
| 172 Foster Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $9,000 |
| Friends of Sherborn Council on Aging | |||||||
| PO Box 271 | Sherborn | MA | 01770 | N/A | PC | General Operating Support | $4,000 |
| Friends of Thai Daughters Inc | |||||||
| PO Box 370 | Trevett | ME | 04571 | N/A | PC | General Operating Support | $2,500 |
| Friends of the Orphans NPH USA | |||||||
| 134 North La Salle Street Suite 500 | Chicago | IL | 60602 | N/A | PC | General Operating Support | $500 |
| Goddard House | |||||||
| 165 Chestnut Street | Brookline | MA | 02445 | N/A | PC | General Operating Support | $3,000 |
| Greater Boston Food Bank | |||||||
| 70 S Bay Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Guild School for Human Services | |||||||
| 521 Virginia Road | Concord | MA | 01742 | N/A | PC | General Operating Support | $2,500 |
| Habitat for Humanity - Greater Boston | |||||||
| 434 Massachusetts Avenue Suite 201 | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Hale-Barnard Corporation | |||||||
| 273 Clarendon Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $1,000 |
| Holy Trinity Armenian Church | |||||||
| 145 Brattle Street | Cambridge | MA | 02138 | N/A | PC | General Operating Support | $1,000 |
| Home for Little Wanderers | |||||||
| 10 Guest Street Suite 3 | Boston | MA | 02135 | N/A | PC | General Operating Support | $1,000 |
| Homes for Our Troops | |||||||
| 6 Main Street | Taunton | MA | 02780 | N/A | PC | General Operating Support | $1,000 |
| Hope for Haiti | |||||||
| 1021 5th Avenue North | Naples | FL | 34102 | N/A | PC | General Operating Support | $5,000 |
| Hospitality Homes | |||||||
| PO Box 15265 | Boston | MA | 02215 | N/A | PC | General Operating Support | $5,000 |
| House of Possibilities Inc | |||||||
| 350 Washington Street | North Easton | MA | 02356 | N/A | PC | General Operating Support | $2,250 |
| Hydrocephalus Association | |||||||
| 4340 East West Highway 905 | Bethesda | MD | 20814 | N/A | PC | General Operating Support | $1,000 |
| Interfaith Social Services | |||||||
| 105 Adams Street | Quincy | MA | 02169 | N/A | PC | General Operating Support | $8,000 |
| Jackson Walnut Park School | |||||||
| 637 Cambridge Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $2,500 |
| JDRF International | |||||||
| 200 Vesey Street 28th Floor | New York | NY | 10281 | N/A | PC | General Operating Support | $1,000 |
| Jett Foundation | |||||||
| 36 Cordage Park Circle Suite 328 | Plymouth | MA | 02360 | N/A | PC | General Operating Support | $1,000 |
| Jewish Family & Children's Services | |||||||
| 1430 Main Street | Waltham | MA | 02451 | N/A | PC | General Operating Support | $2,500 |
| John M Barry Boys & Girls Club | |||||||
| 675 Watertown Street | Newton | MA | 02460 | N/A | PC | General Operating Support | $1,500 |
| Journey to Parenthood | |||||||
| PO Box 553 | Norwood | MA | 02062 | N/A | PC | General Operating Support | $1,500 |
| KeepSmilin4Abbie Foundation | |||||||
| 31 Forest Lane | Hopkinton | MA | 01748 | N/A | PC | General Operating Support | $1,500 |
| Khan Academy | |||||||
| PO Box 1630 | Mountain View | CA | 94042 | N/A | PC | General Operating Support | $3,000 |
| Knights of Columbus Charities | |||||||
| One Columbus Plaza | New Haven | CT | 06510 | N/A | PC | General Operating Support | $5,000 |
| Little People's School Inc | |||||||
| 1507 Washington Street | West Newton | MA | 02465 | N/A | PC | General Operating Support | $5,000 |
| Make A Wish Foundation of MARI | |||||||
| 133 Federal Street 2nd Floor | Boston | MA | 02110 | N/A | PC | General Operating Support | $1,000 |
| Manet Community Health Center | |||||||
| 110 West Squantum Street | North Quincy | MA | 02171 | N/A | PC | General Operating Support | $3,500 |
| Marblehead Counseling Center | |||||||
| 66 Clifton Avenue | Marblehead | MA | 01945 | N/A | PC | General Operating Support | $1,500 |
| Marian Manor | |||||||
| 33 Summer Street | Taunton | MA | 02780 | N/A | PC | General Operating Support | $5,000 |
| Mass Association of the Blind & Visually Impaired | |||||||
| 200 Ivy Street | Brookline | MA | 02446 | N/A | PC | General Operating Support | $1,500 |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | N/A | PC | General Operating Support | $5,000 |
| Matthew C Sellitto Foundation | |||||||
| PO Box 1 | New Vernon | NJ | 07976 | N/A | PC | General Operating Support | $5,000 |
| Mission Local | |||||||
| 5 Mulberry Lane | South Walpole | MA | 02071 | N/A | PC | General Operating Support | $1,000 |
| Mission of Deeds | |||||||
| 6 Chapin Avenue | Reading | MA | 01867 | N/A | PC | General Operating Support | $4,000 |
| Multiple Sclerosis Society | |||||||
| 465 Waverly Oaks Road | Waltham | MA | 02452 | N/A | PC | General Operating Support | $3,500 |
| Muscular Dystrophy Association Inc | |||||||
| 1016 West Jackson Blvd 1073 | Chicago | IL | 60607 | N/A | PC | General Operating Support | $1,000 |
| My Brother's Keeper Inc | |||||||
| PO Box 338 | North Easton | MA | 02356 | N/A | PC | General Operating Support | $5,000 |
| Naples Senior Center | |||||||
| 6200 Autumn Oaks Lane | Naples | FL | 34119 | N/A | PC | General Operating Support | $2,500 |
| National Kidney Foundation | |||||||
| 30 E 33rd Street | New York | NY | 10016 | N/A | PC | General Operating Support | $2,500 |
| Neighborhood Health Clinic Inc | |||||||
| 88 12th Street North Suite 100 | Naples | FL | 34102 | N/A | PC | General Operating Support | $2,500 |
| Neurofibromatosis Inc Northeast | |||||||
| 9 Bedford Street | Burlington | MA | 01803 | N/A | PC | General Operating Support | $2,000 |
| New England Center and Home for Veterans | |||||||
| 17 Court Street | Boston | MA | 02108 | N/A | PC | General Operating Support | $2,500 |
| New England Center for Children | |||||||
| 33 Turnpike Road | Southborough | MA | 01772 | N/A | PC | General Operating Support | $5,000 |
| Newton Wellesley Hospital | |||||||
| 2014 Washington Street | Newton | MA | 02462 | N/A | PC | General Operating Support | $1,500 |
| Nick Strong Foundation | |||||||
| 38 Wyvern Street | Roslindale | MA | 02131 | N/A | PC | General Operating Support | $1,500 |
| Norwood High School | |||||||
| 245 Nichols Street | Norwood | MA | 02062 | N/A | GOV | General Operating Support | $1,000 |
| Old Colony Hospice | |||||||
| 321 Manley Street | West Bridgewater | MA | 02379 | N/A | PC | General Operating Support | $2,000 |
| On The Rise | |||||||
| 341 Broadway | Cambridge | MA | 02139 | N/A | PC | General Operating Support | $2,500 |
| One Mission Inc | |||||||
| 69 Milk Street 308 | Westborough | MA | 01581 | N/A | PC | General Operating Support | $1,500 |
| Operation Smile Inc | |||||||
| 3641 Faculty Boulevard | Virginia Beach | VA | 23453 | N/A | PC | General Operating Support | $1,000 |
| Our Lady of Grace at St Joe's Pastoral Collaborative | |||||||
| 28 Tarbell Street | Pepperell | MA | 01463 | N/A | PC | General Operating Support | $10,000 |
| Our Lady of Perpetual Help Mission Grammar School | |||||||
| 94 St Alphonsus Street | Roxbury | MA | 02120 | N/A | PC | General Operating Support | $2,500 |
| Pan Mass Challenge | |||||||
| 77 4th Avenue | Needham Heights | MA | 02494 | N/A | PC | General Operating Support | $3,000 |
| Partners in Health | |||||||
| 800 Boylston Street Suite 300 | Boston | MA | 02199 | N/A | PC | General Operating Support | $5,000 |
| Payson Park Music Festival | |||||||
| 10 Bay State Road | Belmont | MA | 02478 | N/A | PC | General Operating Support | $1,500 |
| Perkins School for the Blind | |||||||
| 175 North Beacon Street | Watertown | MA | 02472 | N/A | PC | General Operating Support | $2,300 |
| Piarist Fathers | |||||||
| 1339 Monroe Street NE | Washington | DC | 20017 | N/A | PC | General Operating Support | $1,500 |
| Pine Street Inn | |||||||
| 434 Harrison Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Plummer Youth Promise | |||||||
| 37 Winter Island Road | Salem | MA | 01970 | N/A | PC | General Operating Support | $2,500 |
| Presentation School Foundation | |||||||
| PO Box 35834 | Brighton | MA | 02135 | N/A | PC | General Operating Support | $1,500 |
| Project Place | |||||||
| 1145 Washington Street | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Pulmonary Fibrosis Foundation | |||||||
| 230 East Ohio Street No 304 | Chicago | IL | 60611 | N/A | PC | General Operating Support | $1,000 |
| Regina Cleri (Archdiocese of Boston) | |||||||
| 66 Brooks Drive | Braintree | MA | 02184 | N/A | PC | General Operating Support | $2,500 |
| Riverside Community Care | |||||||
| 270 Bridge Street Suite 301 | Dedham | MA | 02026 | N/A | PC | General Operating Support | $3,500 |
| Rosie's Place | |||||||
| 889 Harrison Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $2,500 |
| Sacred Heart School | |||||||
| 329 Bishops Highway | Kingston | MA | 02364 | N/A | PC | General Operating Support | $1,000 |
| Saint Joseph Parish Schools | |||||||
| 90 Pickering Street | Needham | MA | 02492 | N/A | PC | General Operating Support | $2,500 |
| Saint Raphael Parish | |||||||
| 512 High Street | Medford | MA | 02155 | N/A | PC | General Operating Support | $2,500 |
| Samaritans Purse | |||||||
| PO Box 3000 | Boone | NC | 28607 | N/A | PC | General Operating Support | $5,000 |
| Sarcoma Foundation of America | |||||||
| PO Box 98160 | Washington | DC | 20090 | N/A | PC | General Operating Support | $1,000 |
| Second Chances | |||||||
| PO Box 441328 | Somerville | MA | 02144 | N/A | PC | General Operating Support | $2,000 |
| Smile Train | |||||||
| 633 Third Avenue | New York | NY | 10017 | N/A | PC | General Operating Support | $1,000 |
| Society of St Vincent de Paul - Naples | |||||||
| 4451 Mercantile Avenue | Naples | FL | 34104 | N/A | PC | General Operating Support | $3,000 |
| Somerville Homeless Coalition | |||||||
| PO Box 440436 | Somerville | MA | 02144 | N/A | PC | General Operating Support | $2,500 |
| Special Olympics Massachusetts Inc | |||||||
| 512 Forest Street | Marlborough | MA | 01752 | N/A | PC | General Operating Support | $2,500 |
| Springwell | |||||||
| 307 Waverley Oaks Road Suite 205 | Waltham | MA | 02452 | N/A | PC | General Operating Support | $2,500 |
| St Anthony's Shrine | |||||||
| 100 Arch Street | Boston | MA | 02110 | N/A | PC | General Operating Support | $2,500 |
| St Boniface Haiti Foundation | |||||||
| 40 Glen Avenue | Newton | MA | 02459 | N/A | PC | General Operating Support | $5,000 |
| St Catherine's of Siena School | |||||||
| 249 Nahatan Street | Norwood | MA | 02062 | N/A | PC | General Operating Support | $1,250 |
| St Columbkille Partnership School | |||||||
| 25 Arlington Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $1,500 |
| St Finbarr Catholic Church | |||||||
| 13520 Tamiami Trail E | Naples | FL | 34114 | N/A | PC | General Operating Support | $6,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $5,000 |
| St Jude Children's Research Hospital | |||||||
| 501 Danny Thomas Place | Memphis | TN | 38105 | N/A | PC | General Operating Support | $1,500 |
| St Mary's Center for Women and Children | |||||||
| 90 Cushing Avenue | Dorchester | MA | 02125 | N/A | PC | General Operating Support | $2,500 |
| St Matthews House | |||||||
| 2001 Airport Road South | Naples | FL | 34112 | N/A | PC | General Operating Support | $5,000 |
| St Sebastian's School | |||||||
| 1191 Greendale Avenue | Needham | MA | 02492 | N/A | PC | General Operating Support | $5,000 |
| St Yves School Foundation | |||||||
| 64 Holmes Street | Quincy | MA | 02171 | N/A | PC | General Operating Support | $1,250 |
| Team Heart Inc | |||||||
| PO Box 446 | Milton | MA | 02186 | N/A | PC | General Operating Support | $1,000 |
| The Leukemia & Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | N/A | PC | General Operating Support | $2,500 |
| The Price Center | |||||||
| 27 Christina Street | Newton | MA | 02461 | N/A | PC | General Operating Support | $1,000 |
| The Salvation Army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22314 | N/A | PC | General Operating Support | $2,500 |
| The Scandinavian Charitable Society of Greater Boston | |||||||
| 206 Waltham Street | West Newton | MA | 02465 | N/A | PC | General Operating Support | $2,000 |
| The Shelter for Abused Women & Children Inc | |||||||
| PO Box 10102 | Naples | FL | 34101 | N/A | PC | General Operating Support | $2,500 |
| The Sisters of Notre Dame de Namur | |||||||
| 30 Jeffreys Neck Road | Ipswich | MA | 01938 | N/A | PC | General Operating Support | $5,000 |
| The Women's Center | |||||||
| 405 County Street | New Bedford | MA | 02740 | N/A | PC | General Operating Support | $1,500 |
| The Women's Lunch Place | |||||||
| 67 Newbury Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $2,500 |
| Tommy's Place Foundation | |||||||
| 90 Shore Avenue | Quincy | MA | 02169 | N/A | PC | General Operating Support | $2,500 |
| Tutoring Plus of Cambridge Inc | |||||||
| 225 Windsor Street | Cambridge | MA | 02139 | N/A | PC | General Operating Support | $1,000 |
| Twin to Twin Transfusion Syndrome Foundation Inc | |||||||
| 411 Longbeach Parkway | Bay Village | OH | 44140 | N/A | PC | General Operating Support | $1,000 |
| United Service Organizations Inc | |||||||
| 2111 Wilson Boulevard Suite 1200 | Arlington | VA | 22201 | N/A | PC | General Operating Support | $2,500 |
| Walpole High School | |||||||
| 275 Common Street | Walpole | MA | 02081 | N/A | GOV | General Operating Support | $1,000 |
| Walpole Public Schools | |||||||
| 135 School Street | Walpole | MA | 02081 | N/A | GOV | General Operating Support | $500 |
| Walpole Scout Center | |||||||
| 1 Kraft Road | Milford | MA | 01757 | N/A | PC | General Operating Support | $2,500 |
| Watertown Boys and Girls Club | |||||||
| 25 Whites Avenue | Watertown | MA | 02472 | N/A | PC | General Operating Support | $1,500 |
| Westwood Food Pantry | |||||||
| PO Box 854 | Westwood | MA | 02090 | N/A | PC | General Operating Support | $5,000 |
| Xaverian Brothers High School | |||||||
| 800 Clapboardtree Street | Westwood | MA | 02090 | N/A | PC | General Operating Support | $2,000 |
| YoungLife (fbo Boston Southwest chapter) | |||||||
| 420 N Cascade Avenue | Colorado Springs | CO | 80903 | N/A | PC | General Operating Support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $458,800 | 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 | $52,645 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,062 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $402,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $706,576 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $706,576 | 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 Fees | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 400000 units CUSIP 34540TA36 | BondNm |
| EOY Book Value | $389,148 | EOYBookValueAmt |
| EOYFMV | $389,148 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (168 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 units AMD | $58,964 | $58,964 |
| 1750 units ALLY | $61,110 | $61,110 |
| 1520 units GOOGL | $212,329 | $212,329 |
| 1520 units GOOG | $214,214 | $214,214 |
| 5000 units AMZN | $759,700 | $759,700 |
| 4200 units AAPL | $808,626 | $808,626 |
| 3000 units BAC | $101,010 | $101,010 |
| 20000 units BRKL | $218,200 | $218,200 |
| 3000 units CATC | $208,200 | $208,200 |
| 1200 units CVX | $178,992 | $178,992 |
| 1000 units C | $51,440 | $51,440 |
| 4000 units CFG | $132,560 | $132,560 |
| 6000 units EBC | $85,200 | $85,200 |
| 2500 units INDB | $164,525 | $164,525 |
| 350 units JPM | $59,535 | $59,535 |
| 4800 units KKR | $397,680 | $397,680 |
| 944 units MTB | $129,403 | $129,403 |
| 180 units MCD | $53,372 | $53,372 |
| 800 units MRK | $87,216 | $87,216 |
| 2500 units MSFT | $940,100 | $940,100 |
| 20000 units NYCB | $204,600 | $204,600 |
| 1000 units NEE | $60,740 | $60,740 |
| 1220 units NVDA | $604,168 | $604,168 |
| 750 units PNC | $116,137 | $116,137 |
| 450 units CRM | $118,413 | $118,413 |
| 806 units TXN | $137,391 | $137,391 |
| 830 units TMO | $440,556 | $440,556 |
| 200 units UNH | $105,294 | $105,294 |
| 4000 units WASH | $129,520 | $129,520 |
| 2150 units WFC | $105,823 | $105,823 |
| 670 units RSP | $105,726 | $105,726 |
| 1000 units COWZ | $51,990 | $51,990 |
| 244 units BLK | $198,079 | $198,079 |
| 1158 units PYPL | $71,113 | $71,113 |
| 846 units VBR | $152,255 | $152,255 |
| 274 units ABT | $30,159 | $30,159 |
| 378 units ABBV | $58,579 | $58,579 |
| 178 units APD | $48,736 | $48,736 |
| 130 units AMGN | $37,443 | $37,443 |
| 368 units ADI | $73,070 | $73,070 |
| 1412 units AAPL | $271,852 | $271,852 |
| 3947 units T | $66,231 | $66,231 |
| 51 units BLK | $41,402 | $41,402 |
| 498 units BX | $65,198 | $65,198 |
| 565 units BMY | $28,990 | $28,990 |
| 92 units AVGO | $102,695 | $102,695 |
| 483 units CVX | $72,044 | $72,044 |
| 1282 units CSCO | $64,767 | $64,767 |
| 783 units KO | $46,142 | $46,142 |
| 1472 units CMCSA | $64,547 | $64,547 |
| 335 units CCI | $38,589 | $38,589 |
| 644 units CVS | $50,850 | $50,850 |
| 142 units LLY | $82,775 | $82,775 |
| 438 units EMR | $42,631 | $42,631 |
| 801 units XOM | $80,084 | $80,084 |
| 206 units HD | $71,389 | $71,389 |
| 147 units HON | $30,827 | $30,827 |
| 293 units IBM | $47,920 | $47,920 |
| 410 units JNJ | $64,263 | $64,263 |
| 543 units JPM | $92,364 | $92,364 |
| 118 units LMT | $53,482 | $53,482 |
| 176 units MA | $75,066 | $75,066 |
| 209 units MCD | $61,971 | $61,971 |
| 624 units MRK | $68,028 | $68,028 |
| 719 units MSFT | $270,373 | $270,373 |
| 671 units MS | $62,571 | $62,571 |
| 267 units PEP | $45,347 | $45,347 |
| 1243 units PFE | $35,786 | $35,786 |
| 481 units PM | $45,252 | $45,252 |
| 377 units PG | $55,246 | $55,246 |
| 558 units RTX | $46,950 | $46,950 |
| 505 units SRE | $37,739 | $37,739 |
| 674 units SBUX | $64,711 | $64,711 |
| 436 units TGT | $62,095 | $62,095 |
| 312 units TXN | $53,184 | $53,184 |
| 715 units TJX | $67,074 | $67,074 |
| 178 units UNP | $43,720 | $43,720 |
| 286 units UPS | $44,968 | $44,968 |
| 98 units UNH | $51,594 | $51,594 |
| 1321 units USB | $57,173 | $57,173 |
| 1718 units VZ | $64,769 | $64,769 |
| 280 units V | $72,898 | $72,898 |
| 251 units WMT | $39,570 | $39,570 |
| 572 units AEP | $46,458 | $46,458 |
| 1116 units GLW | $33,982 | $33,982 |
| 334 units DLR | $44,950 | $44,950 |
| 682 units DOW | $37,401 | $37,401 |
| 397 units GIS | $25,861 | $25,861 |
| 642 units MCHP | $57,896 | $57,896 |
| 1684 units PARA | $24,906 | $24,906 |
| 485 units PRU | $50,299 | $50,299 |
| 424 units WEC | $35,688 | $35,688 |
| 159 units ACN | $55,795 | $55,795 |
| 281 units ETN | $67,670 | $67,670 |
| 541 units QSR | $42,268 | $42,268 |
| 22 units ADBE | $13,125 | $13,125 |
| 64 units AMD | $9,434 | $9,434 |
| 271 units GOOGL | $37,856 | $37,856 |
| 197 units AMZN | $29,932 | $29,932 |
| 246 units AAPL | $47,362 | $47,362 |
| 57 units ANET | $13,424 | $13,424 |
| 74 units BRKB | $26,393 | $26,393 |
| 416 units BSX | $24,049 | $24,049 |
| 177 units BMY | $9,082 | $9,082 |
| 31 units AVGO | $34,604 | $34,604 |
| 24 units CAT | $7,096 | $7,096 |
| 126 units CVX | $18,794 | $18,794 |
| 8 units EQX | $6,443 | $6,443 |
| 404 units FCX | $17,198 | $17,198 |
| 102 units JPM | $17,350 | $17,350 |
| 66 units MMC | $12,505 | $12,505 |
| 48 units MA | $20,472 | $20,472 |
| 13 units MCK | $6,019 | $6,019 |
| 181 units MRK | $19,733 | $19,733 |
| 40 units META | $14,158 | $14,158 |
| 134 units MET | $8,861 | $8,861 |
| 116 units MSFT | $43,621 | $43,621 |
| 121 units MDLZ | $8,764 | $8,764 |
| 133 units MS | $12,402 | $12,402 |
| 154 units NEM | $6,374 | $6,374 |
| 267 units NEE | $16,218 | $16,218 |
| 103 units NKE | $11,183 | $11,183 |
| 18 units NOC | $8,427 | $8,427 |
| 46 units NVDA | $22,780 | $22,780 |
| 53 units PANW | $15,629 | $15,629 |
| 34 units PDD | $4,975 | $4,975 |
| 113 units PG | $16,559 | $16,559 |
| 71 units PLD | $9,464 | $9,464 |
| 15 units NOW | $10,597 | $10,597 |
| 106 units SBUX | $10,177 | $10,177 |
| 24 units TSLA | $5,964 | $5,964 |
| 47 units WMT | $7,410 | $7,410 |
| 158 units FTV | $11,634 | $11,634 |
| 57 units HLT | $10,379 | $10,379 |
| 43 units RGEN | $7,731 | $7,731 |
| 151 units SYY | $11,043 | $11,043 |
| 68 units VLO | $8,840 | $8,840 |
| 78 units AIRFP | $12,044 | $12,044 |
| 134 units ATD CN | $7,930 | $7,930 |
| 15 units ASML | $11,354 | $11,354 |
| 861 units ATCOASS | $14,827 | $14,827 |
| 497 units BHPAU | $17,095 | $17,095 |
| 234 units CCJ | $10,085 | $10,085 |
| 108 units CPCN | $8,587 | $8,587 |
| 626 units DBSSP | $15,855 | $15,855 |
| 371 units DTEGR | $8,883 | $8,883 |
| 76 units DEO | $11,070 | $11,070 |
| 49 units ETN | $11,800 | $11,800 |
| 557 units IBESM | $7,303 | $7,303 |
| 179 units JCI | $10,318 | $10,318 |
| 31 units 6861JP | $13,410 | $13,410 |
| 80 units LVMUY | $12,996 | $12,996 |
| 111 units DAIS1 | $7,676 | $7,676 |
| 174 units NESNSW | $20,159 | $20,159 |
| 313 units NOVOBDC | $32,379 | $32,379 |
| 1715 units 8308JP | $8,557 | $8,557 |
| 34 units ROGSW | $9,877 | $9,877 |
| 77 units SAPGR | $11,874 | $11,874 |
| 228 units SHEL | $15,002 | $15,002 |
| 180 units 8316JP | $8,624 | $8,624 |
| 70 units BABA | $5,426 | $5,426 |
| 279 units 9888HK | $4,148 | $4,148 |
| 603 units BDORY | $6,889 | $6,889 |
| 179 units 1211HK | $4,915 | $4,915 |
| 214 units INDA | $10,445 | $10,445 |
| 8480 units BBCAU | $5,173 | $5,173 |
| 93 units TSM | $9,672 | $9,672 |
| 542 units WWO | $22,276 | $22,276 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $774,492 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $774,492 | 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 | 6000.747 units VWIAX | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $362,625 | BookValueAmt |
| EOYFMV | $362,625 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $18,656 | EOYBookValueAmt |
| EOYFMV | $18,656 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expenses | $13,055 | $0 | $13,055 |
| Insurance | $4,262 | $0 | $4,262 |
| Accrual to Cash Adjustment | $12,637 | $0 | $14,211 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Net Unrealized Gains/(Losses) on Investments | $1,983,186 |
| Accrual to Cash Adjustment | $12,637 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management | $50,947 | $50,947 | $0 |
| Contracted Services | $4,399 | $0 | $4,399 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $1,208 | Amt |
| Net Investment Income | $1,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |