JOSEPH PERINI MEMORIAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH PERINI MEMORIAL FOUNDATION (EIN 04-6139986)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-17
- IRS object ID
- 202411389349101116
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-17T13:53:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043344305 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT C ALARIO CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 NORTH MAIN STREET | AddressLine1Txt |
| City | LEOMINSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01453 | 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 | 046139986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH PERINI MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ATTN SUSAN GARVEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5085337511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 128 | AddressLine1Txt |
| City | MEDWAY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02053 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH PERINI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5085337511 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | PERINI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | ROBERT C ALARIO CPA | PreparerPersonNm |
| PTIN | P00138902 | PTIN |
| Phone | 9785341999 | PhoneNum |
| Preparation | 2024-05-15 | 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 | $2,398,054 | 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 | $27,259 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,259 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,707 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $422,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,239 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,580 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,580 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $139,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,785 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,071 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,035 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,036 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $19,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,741 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,739 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,137 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,807 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $330 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,582 | CashBOYAmt |
| Cash EOY | $4,287 | CashEOYAmt |
| Cash EOYFMV | $4,287 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,612 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,172,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,087,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,871,801 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $429,860 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $504,153 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $486,353 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $27,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,653,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,650,150 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,398,054 | 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 | $1,653,571 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,650,150 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,653,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,650,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,653,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,650,150 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,653,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,209 | OtherIncreasesAmt |
| Subtotal | $1,650,150 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,650,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $107,749 | $95,002 | $12,747 | $12,747 | |
| PUBLICLY TRADED SECURITIES | $202,348 | $209,311 | -$6,963 | -$6,963 | |
| PUBLICLY TRADED SECURITIES | $71,382 | $51,685 | $19,697 | $19,697 | |
| PUBLICLY TRADED SECURITIES | $243 | $310 | -$67 | -$67 | |
| BENBROOKE ELECTRIC PARTNERS, LLC | $38,949 | $38,949 | $38,949 | ||
| CAPITAL GAINS DIVIDENDS | $1,876 | $1,876 | $1,876 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,239 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,685 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,685 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $99 | EsPenaltyAmt |
| Tax Due | $1,784 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN GARVEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5085337511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 128 | AddressLine1Txt |
| City | MEDWAY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02053 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH R PERINI III | ||||||||
| PO BOX 128 | MEDWAY | MA | 02053 | PRESIDENT | 1.00 | $200 | $0 | $0 |
| DEBORA RUDZIK | ||||||||
| PO BOX 128 | MEDWAY | MA | 02053 | DIRECTOR | 1.00 | $200 | $0 | $0 |
| SUSAN GARVEY | ||||||||
| PO BOX 128 | MEDWAY | MA | 02053 | SECRETARY/TREASURER | 1.00 | $9,471 | $0 | $0 |
| MATTHEW PERINI | ||||||||
| PO BOX 128 | MEDWAY | MA | 02053 | DIRECTOR | 1.00 | $200 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,199,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,303,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,303,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,269,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,685 | TotalTaxAmt |
| Distributable Before Adj | $111,779 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,779 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,779 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,205 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,205 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,519 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,787 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,528 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,022 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $144,681 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $216,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,205 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,779 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,426 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $228,963 | 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 | $23,519 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $205,444 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,787 | ExcessFromYear4Amt |
| Excess From Year3 | $17,528 | ExcessFromYear3Amt |
| Excess From Year2 | $17,022 | ExcessFromYear2Amt |
| Excess From Year1 | $144,681 | ExcessFromYear1Amt |
| Excess From Current Year | $12,426 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE TO TURN | |||||||
| 99 HARTFORD STREET | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 |
| BOSTON MARATHON JIMMY FUND WALK | |||||||
| PO BOX 3595 | BOSTON | MA | 02241 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| CAPE COD HEALTHCARE FOUNDATION FBO VNA OF CAPE COD HOSPICE | |||||||
| 765 ATTUCKS LANE | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,400 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,400 |
| CUTTYHUNK HISTORICAL SOCIETY | |||||||
| PO BOX 181 | CUTTYHUNK | MA | 02713 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,600 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 220 NORTH MAIN ST STE 104 | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| FANNIN COUNTY EMPTY STOCKING PROGRAM | |||||||
| 4149 EAST FIRST STREET | BLUE RIDGE | GA | 30513 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,800 |
| FANNIN COUNTY FAMILY CONNECTION | |||||||
| PO BOX 2715 | BLUE RIDGE | GA | 30513 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,800 |
| FEED FANNIN | |||||||
| PO BOX 1085 | BLUE RIDGE | GA | 30513 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,800 |
| FRANCISCAN HOSPITAL FOR CHILDREN | |||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 |
| FRIENDS OF CALLAHAN | |||||||
| 535 UNION AVENUE | FRAMINGHAM | MA | 01702 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 |
| MASSACHUSETTS MILITARY SUPPORT FOUNDATION | |||||||
| 1015 SOUTH INNER ROAD | BUZZARDS BAY | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,800 |
| MICHAEL CARTER LISNOW RESPITE CENTER | |||||||
| 112 MAIN STREET | HOPKINTON | MA | 01748 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,200 |
| NATICK OPEN DOOR | |||||||
| PO BOX 46 | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,400 |
| NATICK SERVICE COUNCIL INC | |||||||
| 2 WEBSTER ST | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,600 |
| NEW ENGLAND SHELTER FOR HOMELESS VETERANS | |||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $8,000 |
| NEWTON WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| NORTH FALMOUTH ELEMENTARY SCHOOL PTO | |||||||
| 62 OLD MAIN ROAD | NORTH FALMOUTH | MA | 02556 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| NORTH FALMOUTH VILLAGE ASSOCIATION | |||||||
| PO BOX 762 | NORTH FALMOUTH | MA | 02556 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| ROGERSON COMMUNITIES | |||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,600 |
| ST ELIZABETH SEATON CHURCH | |||||||
| PO BOX 861 | NORTH FALMOUTH | MA | 02556 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| TEAM SIX BOOSTERS | |||||||
| PO BOX 428 | SAGAMORE | MA | 02561 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $800 |
| THE GENESIS FOUNDATION | |||||||
| 60 TEMPLE PLACE | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| TOMMY'S PLACE FOUNDATION INC | |||||||
| 90 SHORE AVE | QUINCY | MA | 02169 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 |
| WINDRUSH FARMS | |||||||
| 476 LACY STREET | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,800 |
| COMMUNITY DAY CENTER OF WALTHAM | |||||||
| 16 FELTON STREET | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,600 |
| ALS ONE | |||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| SOUTH ELEMENTARY SCHOOL | |||||||
| 179 BOURNE ROAD | PLYMOUTH | MA | 02350 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,100 | 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 | $27,259 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,707 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,580 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,785 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,785 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FFT FIXED INCOME: CORPORATE AND FOREIGN DEBT | BondNm |
| EOY Book Value | $504,153 | EOYBookValueAmt |
| EOYFMV | $486,353 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FFT EQUITIES: COMMODITIES, CORPORATE STOCK, MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,087,531 | EOYBookValueAmt |
| EOYFMV | $1,871,801 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BENBROOKE WYLIE PTRS, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $18,567 | BookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $374 | $0 | $0 |
| INVESTMENT EXPENSES - PROCEEDS | $243 | $0 | $0 |
| PROFESSIONAL FEES | $975 | $0 | $0 |
| PC FILING FEE | $35 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BENBROOKE FREEDOM PARTNERS, LLC K-1 NET INCOME | $2,500 | $2,500 | $2,500 |
| NUSTAR ENERGY LP K-1 NET INCOME | $1,932 | $1,932 | $1,932 |
| BENBROOKE ELECTRIC PARTNERS, LLC K-1 NET INCOME | $2,964 | $2,964 | $2,964 |
| BENBROOKE WYLIE PARTNERS, LLC K-1 NET INCOME | $1,184 | $1,184 | $1,184 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTIONS | $1,165 |
| ADJUSTMENT | $44 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $1,683 | $842 | $841 |
| FIRST FINANCIAL TRUST AGENCY FEES | $17,189 | $8,595 | $8,594 |
| CT CORP FEES | $608 | $304 | $304 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $156 | $156 | $0 |
| PAYROLL TAX | $659 | $329 | $330 |
| PRIOR YEAR BAL DUE PAYMENT | $3,322 | $3,322 | $0 |