FRANCES PEW HAYES FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES PEW HAYES FAMILY FOUNDATION INC (EIN 65-0297367)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-29
- IRS object ID
- 202430899349100508
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-29T11:19:00-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812273769 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLOMON & HOOVER CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1342 COLONIAL BLVD STE B-11 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | 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 | 650297367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES PEW HAYES FAMILY FDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 5083316118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 COLLINS RD | AddressLine1Txt |
| City | BERLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER G BLACK | PersonNm |
| Person Title | PRESIDENT & CHAIRMAN | PersonTitleTxt |
| Phone | 5083316118 | PhoneNum |
| Signature | 2024-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER G | PersonFirstNm |
| Person Last | BLACK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENE R SOLOMON CPA | PreparerPersonNm |
| PTIN | P00737682 | PTIN |
| Phone | 2399395303 | PhoneNum |
| Preparation | 2024-03-29 | PreparationDt |
| 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 | $4,510,482 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,874 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,206 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,065,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,206 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,165 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $55,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $27,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,208 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,104 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,104 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,266 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,735 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $247 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $338 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $169 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $169 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $247 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,398 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $247 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$188,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,652 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,272 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,650 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,871 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,871 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $4,141,729 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,455,339 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,455,339 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,246,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,510,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,510,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,246,031 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,510,482 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,246,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,510,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,246,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,510,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,246,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$188,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $453,330 | OtherIncreasesAmt |
| Subtotal | $4,510,482 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,510,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RJ 2059 | P | 2022-12-31 | 2023-12-31 | $42,925 | $48,361 | -$5,436 | -$5,436 |
| RJ 2059 | P | 2022-12-30 | 2023-12-31 | $121,679 | $103,073 | $18,606 | $18,606 |
| RJ 6223 | P | 2022-12-31 | 2023-12-31 | $114,396 | $130,363 | -$15,967 | -$15,967 |
| RJ 6223 | P | 2022-12-30 | 2023-12-31 | $257,462 | $194,083 | $63,379 | $63,379 |
| RJ 7105 | P | 2022-12-31 | 2023-12-31 | $11,597 | $13,291 | -$1,694 | -$1,694 |
| RJ 7105 | P | 2022-12-30 | 2023-12-31 | $112,054 | $114,430 | -$2,376 | -$2,376 |
| RJ 9840 | P | 2022-12-31 | 2023-12-31 | $29,476 | $30,757 | -$1,281 | -$1,281 |
| RJ 9840 | P | 2022-12-30 | 2023-12-31 | $131,918 | $117,893 | $14,025 | $14,025 |
| RJ 9864 | P | 2022-12-31 | 2023-12-31 | $11,507 | $12,485 | -$978 | -$978 |
| RJ 9864 | P | 2022-12-30 | 2023-12-31 | $50,274 | $57,318 | -$7,044 | -$7,044 |
| RJ 9901 | P | 2022-12-31 | 2023-12-31 | $241,112 | $246,352 | -$5,240 | -$5,240 |
| RJ 9901 | P | 2022-12-30 | 2023-12-31 | $796,179 | $871,087 | -$74,908 | -$74,908 |
| RJ 9901 | P | 2022-12-30 | 2023-12-31 | $77,810 | $61,205 | $16,605 | $16,605 |
| RJ A851 | P | 2022-12-30 | 2023-12-31 | $67,011 | $55,795 | $11,216 | $11,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,206 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$30,596 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $177 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $177 | SubtotalAmt |
| Tax Based On Investment Income | $177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,023 | OverpaymentAmt |
| Applied To ES Tax | $600 | AppliedToESTaxAmt |
| Refund | $423 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAKE VOIGT | IndividualWithBooksNm |
| Phone | 5083316118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 COLLINS RD | AddressLine1Txt |
| City | BERLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER G BLACK | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | PRESIDENT & | 5.00 | $0 | $0 | $0 |
| JENNIFER L BLACK | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | SECRETARY/DI | 10.00 | $0 | $0 | $0 |
| JAKE VOIGT | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JAY BLACK | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ELIZABETH BLACK | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,155,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,008 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,196,080 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,196,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,133,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $177 | TotalTaxAmt |
| Distributable Before Adj | $206,480 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $206,480 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $206,480 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,398 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $201,398 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,480 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $56,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,544 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,705 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $262,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,398 | QualifyingDistributionsAmt |
| Applied To Current Year | $201,398 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,082 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,082 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $257,557 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $51,519 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $206,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,544 | ExcessFromYear4Amt |
| Excess From Year3 | $36,789 | ExcessFromYear3Amt |
| Excess From Year2 | $39,705 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTOPHER G BLACK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 COLLINS RD | AddressLine1Txt |
| City | BERLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5083316118 | RecipientPhoneNum |
| Recipient Email Address | CBLACK72@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | IRS TAX EXEMPT LTR AND PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVOW HOSPICE | |||||||
| 1095 WHIPPORWILL LN | NAPLES | FL | 34105 | N/A | EXEMPT | OPERATIONS | $50,000 |
| CYSTIC FIBROSIS FDN | |||||||
| PO BOX 96305 | WASHINGTON | DC | 20090 | N/A | EXEMPT | OPERATIONS | $20,000 |
| DANA-FARBER CANCER INSTIT | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | EXEMPT | OPERATIONS | $25,000 |
| EMPOWER HER | |||||||
| 137 WASHINGTON ST | NORWELL | MA | 02061 | N/A | EXEMPT | OPERATIONS | $25,000 |
| THE RIVERS SCHOOL | |||||||
| 333 WINTER ST | WESTON | MA | 02493 | N/A | EXEMPT | OPERATIONS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,874 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,206 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PTRS LP | 1 | -$151 |
| PTRP DIF | 14 | $151 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $109,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,165 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 4 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 8 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 11B | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $1,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,625 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES SECURITIES & MONEY MKT | FMV | $4,442,873 | $4,442,873 |
| TEDDY BEARS, ART, SHOP, FIXED ASSETS | FMV | $12,466 | $12,466 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $338 | $169 | $169 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $453,330 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RJ INVESTMENT FEES | CategoryTxt |
| Amt | $62,266 | Amt |
| Net Investment Income | $62,266 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MA ATTY GENL | $70 | $70 | |
| FOREIGN TAXES W/H | $2,735 | $2,735 | |
| 990PF 2023 | $177 | $177 |