THE CHARLES FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE CHARLES FAMILY CHARITABLE FOUNDATION (EIN 04-3449084)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-13
- IRS object ID
- 202521039349100202
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-13T08:34:13-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042946193 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PF BRUNO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 BROADWAY SUITE 105 | AddressLine1Txt |
| City | LYNNFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043449084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7864179103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 EASTERN POINT BLVD WEST | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019304433 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEODORE E CHARLES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7864179103 | PhoneNum |
| Signature | 2025-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK F BRUNO CPA | PreparerPersonNm |
| PTIN | P00534375 | PTIN |
| Phone | 7815922727 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,904,685 | 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 | $147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $147 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $147 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $42,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,993 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $42,993 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,879 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $102,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,019 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,140 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,782 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,019 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,140 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,786 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,619 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,619 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $791,448 | CorporateStockBOYAmt |
| Corporate Stock EOY | $752,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,849,066 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $796,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $808,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,904,685 | 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 | $796,234 | RetainedEarningBOYAmt |
| Retained Earning EOY | $808,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $796,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $808,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $796,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $808,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $796,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,137 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $808,371 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $808,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,000 SHS CISCO | 2002-11-30 | 2024-07-26 | $47,785 | $26,217 | $21,568 | $21,568 |
| 1,200 SHS BANK OF AMERICA | 2014-08-21 | 2024-11-25 | $56,727 | $19,416 | $37,311 | $37,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,879 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,418 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,418 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $1,450 | 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 |
| Individual With Books | THEODORE E CHARLES TRUSTEE | IndividualWithBooksNm |
| Phone | 7864179103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SW 27TH AVE 1104 | AddressLine1Txt |
| City | COCONUT GROVE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331335319 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEODORE E CHARLES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SW 27TH AVE 1104 | AddressLine1Txt |
| City | COCONUT GROVE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331335319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $1,688,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,718,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,718,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,692,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,630 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,100 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,140 | CurrentYearAmt |
| Year1 | $40,354 | Year1Amt |
| Year2 | $42,345 | Year2Amt |
| Year3 | $32,863 | Year3Amt |
| Total | $158,702 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,669 | CurrentYearAmt |
| Year1 | $34,301 | Year1Amt |
| Year2 | $35,993 | Year2Amt |
| Year3 | $27,934 | Year3Amt |
| Total | $134,897 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $84,100 | CurrentYearAmt |
| Year1 | $86,900 | Year1Amt |
| Year2 | $67,025 | Year2Amt |
| Year3 | $72,100 | Year3Amt |
| Total | $310,125 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $84,100 | CurrentYearAmt |
| Year1 | $86,900 | Year1Amt |
| Year2 | $67,025 | Year2Amt |
| Year3 | $72,100 | Year3Amt |
| Total | $310,125 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $56,420 | CurrentYearAmt |
| Year1 | $49,587 | Year1Amt |
| Year2 | $51,416 | Year2Amt |
| Year3 | $51,120 | Year3Amt |
| Total | $208,543 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THEODORE E CHARLES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THEODORE E CHARLES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SW 27TH AVE 1104 | AddressLine1Txt |
| City | COCONUT GROVE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331335319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7864179103 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | N/A | NON-PROFIT CORP. | CHARITABLE | $2,500 |
| ALZHEIMERS ASSOCIATION | |||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | N/A | NON-PROFIT CORP. | CHARITABLE | $10,500 |
| CAPE ANN ART HAVEN | |||||||
| 20 MAPLEWOOD AVENUE UNIT 3 | GLOUCESTER | MA | 01930 | N/A | NON-PROFIT CORP. | CHARITABLE | $1,000 |
| CAPE ANN MUSEUM | |||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | N/A | NON-PROFIT CORP. | CHARITABLE | $12,600 |
| CAPE ANN PLEIN AIR | |||||||
| P O BOX 571 | ESSEX | MA | 01929 | N/A | NON-PROFIT CORP. | CHARITABLE | $500 |
| COPLEY SOCIETY | |||||||
| 158 NEWBURY STREET | BOSTON | MA | 02116 | N/A | NON-PROFIT CORP. | CHARITABLE | $1,500 |
| COPLEY SOCIETY | |||||||
| 158 NEWBURY STREET | BOSTON | MA | 02116 | N/A | NON-PROFIT CORP. | CHARITABLE | $11,500 |
| GLOUCESTER STAGE | |||||||
| 267 EAST MAIN STREET | GLOUCESTER | MA | 01930 | N/A | NON-PROFIT CORP. | CHARITABLE | $6,400 |
| HISTORIC NEW ENGLAND | |||||||
| 151 ESSEX STREET | HAVERHILL | MA | 01832 | N/A | NON-PROFIT CORP. | CHARITABLE | $5,000 |
| MASS EYE AND EAR | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | NON-PROFIT CORP. | CHARITABLE | $1,000 |
| MIAMI LIGHTHOUSE FOUNDATION FOR THE BLIND | |||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | N/A | NON-PROFIT CORP. | CHARITABLE | $3,500 |
| PATHWAYS FOR CHILDREN | |||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | N/A | NON-PROFIT CORP. | CHARITABLE | $2,500 |
| REGIS COLLEGE | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | N/A | NON-PROFIT CORP. | CHARITABLE | $1,000 |
| ROCKPORT ART ASSOCIATION | |||||||
| 12 MAIN STREET | ROCKPORT | MA | 01966 | N/A | NON-PROFIT CORP. | CHARITABLE | $3,500 |
| ROCKPORT MUSIC | |||||||
| 16 MAIN STREET | ROCKPORT | MA | 01966 | N/A | NON-PROFIT CORP. | CHARITABLE | $500 |
| THE OPEN DOOR | |||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | N/A | NON-PROFIT CORP. | CHARITABLE | $2,000 |
| YMCA OF THE NORTH SHORE | |||||||
| 10 CENTENNIAL DRIVE SUITE 105 | PEABODY | MA | 01960 | N/A | NON-PROFIT CORP. | CHARITABLE | $5,000 |
| ADDISON GILBERT SOCIETY | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | N/A | NON-PROFIT CORP. | CHARITABLE | $1,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER STREET SUITE 101 | DANVERS | MA | 01923 | N/A | NON-PROFIT CORP. | CHARITABLE | $5,000 |
| FRIENDS OF THE DOG PARK | |||||||
| 34 PERKINS STREET | PEABODY | MA | 01960 | N/A | NON-PROFIT CORP. | CHARITABLE | $100 |
| GLOUCESTER HIGH SCHOOL SAILING TEAM | |||||||
| 32 LESLIE O JOHNSON ROAD | GLOUCESTER | MA | 01930 | N/A | NON-PROFIT CORP. | CHARITABLE | $1,000 |
| GLOUCESTER EDUCATION FOUNDATION | |||||||
| 185 MAIN STREET | GLOUCESTER | MA | 01930 | N/A | NON-PROFIT CORP. | CHARITABLE | $1,000 |
| SAMARITANS | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | NON-PROFIT CORP. | CHARITABLE | $2,000 |
| SAWYER FREE LIBRARY | |||||||
| 21 MAIN STREET | GLOUCESTER | MA | 01930 | N/A | NON-PROFIT CORP. | CHARITABLE | $1,500 |
| NORTH SHORE ART ASSOCIATION | |||||||
| 111 PIRATES LANE | GLOUCESTER | MA | 01930 | N/A | NON-PROFIT CORP. | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,100 | 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 | $147 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,993 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,879 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,140 | ExclusionAmt |
| Related Or Exempt Function Incm | $58,879 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,019 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | THE SALE OF PUBLICALY TRADED STOCK GENERATED CASH WHICH WAS THEN |
| 8 | USED FOR THE CHARITABLE FOUNDATION'S MISSION OF DONATING TO |
| 8 | WORTHWHILE CHARITABLE ORGANIZATIONS. |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $752,752 | EOYBookValueAmt |
| EOYFMV | $1,849,066 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARITABLE FUNCTION | $1,523 | $0 | $0 | $0 |
| FEDERAL INCOME TAX | $764 | $0 | $0 | $0 |
| ACCOUNTING FEES | $3,495 | $0 | $0 | $0 |