FRANCES PEW HAYES FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES PEW HAYES FAMILY FOUNDATION INC (EIN 65-0297367)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-23
- IRS object ID
- 202531139349100113
- Schema version
- 2024v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-23T09:53:38-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $4,458,569 | 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 | $584 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $584 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,282 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,791,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,298 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $312,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $312,164 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $50,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,825 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,913 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,912 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,121 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,649 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,645 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $25,536 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,280 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,645 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,645 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,751 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,949 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $35,871 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $4,455,339 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,283,620 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,283,620 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,510,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,458,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,458,569 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,010 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $1,458 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $3,468 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,510,482 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,455,101 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,510,482 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,455,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,510,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,458,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,510,482 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,488 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,527,970 | SubtotalAmt |
| Other Decreases | $72,869 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,455,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RJ 059 | P | 2023-12-31 | 2024-12-31 | $50,804 | $49,246 | $1,558 | $1,558 |
| RJ A851 - NESTLE SA SPONS | P | 2020-02-04 | 2024-10-08 | $9,412 | $10,814 | -$1,402 | -$1,402 |
| RJ 059 | P | 2023-12-30 | 2024-12-31 | $130,509 | $123,667 | $6,842 | $6,842 |
| RJ 223 | P | 2023-12-31 | 2024-12-31 | $104,941 | $96,851 | $8,090 | $8,090 |
| RJ 223 | P | 2023-12-30 | 2024-12-31 | $251,865 | $123,071 | $128,794 | $128,794 |
| RJ 105 | P | 2023-12-31 | 2024-12-31 | $15,711 | $16,558 | -$847 | -$847 |
| RJ 105 | P | 2023-12-30 | 2024-12-31 | $148,818 | $124,393 | $24,425 | $24,425 |
| RJ 105 | P | 2023-12-31 | 2024-12-31 | $298 | $298 | $298 | |
| RJ 840 | P | 2023-12-31 | 2024-12-31 | $23,641 | $24,028 | -$387 | -$387 |
| RJ 840 | P | 2023-12-30 | 2024-12-31 | $182,435 | $156,413 | $26,022 | $26,022 |
| RJ 864 | P | 2023-12-31 | 2024-12-31 | $9,084 | $7,968 | $1,116 | $1,116 |
| RJ 864 | P | 2023-12-30 | 2024-12-31 | $84,518 | $78,009 | $6,509 | $6,509 |
| RJ 864 | P | 2023-12-31 | 2024-12-31 | $421 | $421 | $421 | |
| RJ 901 | P | 2023-12-31 | 2024-12-31 | $223,593 | $220,640 | $2,953 | $2,953 |
| RJ 901 | P | 2023-12-30 | 2024-12-31 | $454,905 | $463,079 | -$8,174 | -$8,174 |
| RJ 901 | P | 2023-12-30 | 2024-12-31 | $100,831 | $100,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,298 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,202 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,610 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,610 | SubtotalAmt |
| Tax Based On Investment Income | $2,610 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,010 | TaxDueAmt |
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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 & | 000.00 | $0 | $0 | $0 |
| JENNIFER L BLACK | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | SECRETARY/DI | 000.00 | $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 | $4,353,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,649 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,480,050 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,480,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,412,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,610 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,610 | TotalTaxAmt |
| Distributable Before Adj | $218,032 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $218,032 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $218,032 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,618 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $167,618 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,032 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $129,544 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,789 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,705 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $206,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,618 | QualifyingDistributionsAmt |
| Applied To Current Year | $167,618 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $50,414 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $50,414 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,624 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $79,130 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,789 | ExcessFromYear4Amt |
| Excess From Year3 | $39,705 | ExcessFromYear3Amt |
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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| CATHOLIC CHARITIES DIOCESE OF VENIC | |||||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | N/A | EXEMPT | PANTRY AND FOOD | $1,000 |
| OUR NEIGHBORS TABLE | |||||||
| PO BOX 592 | AMESBURY | MA | 01913 | N/A | EXEMPT | 3 MEALS A DAY | $1,000 |
| BERLIN FAMILY FOOD PANTRY | |||||||
| 23 LINDEN ST 6 | BERLIN | MA | 01503 | N/A | EXEMPT | FOOD FOR FAMILIES | $2,000 |
| THE SHELTER | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | N/A | EXEMPT | OPERATIONS | $20,000 |
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | N/A | EXEMPT | OPERATIONS | $15,000 |
| EMPTY BOWLS NAPLES INC | |||||||
| 6300 JANES LANE 3 | NAPLES | FL | 34109 | N/A | EXEMPT | HUNGER AWARENESS | $1,000 |
| FIRST NAPLES CHURCH WITH EDEN | |||||||
| 3000 ORANGE BLOSSOM DR | NAPLES | FL | 34109 | N/A | EXEMPT | OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $584 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,298 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $312,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $312,164 | 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 | $6,900 | Amt |
| Net Investment Income | $3,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,450 | 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 | $4,271,154 | $4,271,154 |
| TEDDY BEARS, ART, SHOP, FIXED ASSETS | FMV | $12,466 | $12,466 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $72,869 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $4,513 | $2,257 | $2,256 |
| 1099 VS STMT | $21,023 | $21,023 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| EOY Book Value | $1,458 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RJ INVESTMENT FEES | CategoryTxt |
| Amt | $68,121 | Amt |
| Net Investment Income | $68,121 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MA ATTY GENL | $35 | $35 | |
| FOREIGN TAXES W/H | $2,649 | $2,649 | |
| 990PF 2024 | $2,610 | $2,610 |