PICCOLO FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PICCOLO FAMILY CHARITABLE FOUNDATION INC (EIN 05-0585675)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202403169349102065
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T16:08:09-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNICORN PARK DRIVE SUITE 101 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 050585675 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PICCOLO FAMILY CHARITABLE FOUNDATIONINC | BusinessNameLine1Txt |
| Business Name Line2 | C/O C HENRY KEZER ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C HENRY KEZER | InCareOfNm |
| Business Name Control | PICC | BusinessNameControlTxt |
| Phone | 7813241231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C HENRY KEZER KEZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7813241231 | PhoneNum |
| Signature | 2024-11-15 | 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 | RONALD W BAPTISTA CPA | PreparerPersonNm |
| PTIN | P01339044 | PTIN |
| Phone | 7813216065 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,367,128 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,093 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,093 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,093 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,390 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,390 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $599,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,774 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $149,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,257 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,483 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,923 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,462 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,526 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $8,502 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,251 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,524 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $79,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,518 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,483 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,397 | CashBOYAmt |
| Cash EOY | $27,693 | CashEOYAmt |
| Cash EOYFMV | $27,693 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,073,143 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,103,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,103,747 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $265,480 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $235,688 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $235,688 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,376,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,367,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,367,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,376,020 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,367,128 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,376,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,367,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,376,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,367,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,376,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,811 | OtherIncreasesAmt |
| Subtotal | $1,367,128 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,367,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EASTERN BANK ACCOUNT #XXX6510 | P | $166,226 | $172,762 | -$6,536 | -$6,536 |
| EASTERN BANK ACCOUNT #XXX6510 | P | $432,619 | $307,775 | $124,844 | $124,844 |
| CAPITAL GAIN DIVIDENDS | P | $466 | |||
| CAPITAL GAIN DIVIDENDS | P | $466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,774 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,536 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,467 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,467 | SubtotalAmt |
| Tax Based On Investment Income | $1,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,055 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,055 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,588 | OverpaymentAmt |
| Applied To ES Tax | $2,588 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C HENRY KEZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7813241231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| C HENRY KEZER ESQ | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | PRESIDENT | 1.0 | $5,000 | $0 | $0 |
| LAURA L HODGIN | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TREASURER | 1.0 | $5,000 | $0 | $0 |
| DEBORAH E GAFF | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | DIRECTOR | 1.0 | $1,000 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO 501(C)(3) ORGANIZATIONS, MELROSE AND MALDEN CITY AGENCIES AND SCHOLARSHIPS FOR DESERVING STUDENTS | Description1Txt |
| Expenses1 | $160,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | . | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,339,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,371,574 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,371,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,351,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,550 | 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 | $160,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $160,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
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 | $30,483 | CurrentYearAmt |
| Year1 | $31,233 | Year1Amt |
| Year2 | $48,736 | Year2Amt |
| Year3 | $45,249 | Year3Amt |
| Total | $155,701 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25,911 | CurrentYearAmt |
| Year1 | $26,548 | Year1Amt |
| Year2 | $41,426 | Year2Amt |
| Year3 | $38,462 | Year3Amt |
| Total | $132,347 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $160,000 | CurrentYearAmt |
| Year1 | $142,000 | Year1Amt |
| Year2 | $131,500 | Year2Amt |
| Year3 | $102,500 | Year3Amt |
| Total | $536,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $160,000 | CurrentYearAmt |
| Year1 | $142,000 | Year1Amt |
| Year2 | $131,500 | Year2Amt |
| Year3 | $102,500 | Year3Amt |
| Total | $536,000 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,367,128 | CurrentYearAmt |
| Year1 | $1,376,020 | Year1Amt |
| Year2 | $1,884,703 | Year2Amt |
| Year3 | $1,811,730 | Year3Amt |
| Total | $6,439,581 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Two Thirds Minimum Invst Ret | TwoThirdsMinimumInvstRetGrp |
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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | C HENRY KEZER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7813241231 | RecipientPhoneNum |
| Form And Info And Materials | NOT YET DETERMINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT YET DETERMINED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT YET DETERMINED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEX'S TEAM FOUNDATION INC | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 3 Speen St | Framingham | MA | 01701 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $1,000 | |
| CITY OF MELROSE | ||||||||
| 562 MAIN STREET | MELROSE | MA | 02176 | NONE | GOV | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 | |
| COMMUNITY FAMILY INC | ||||||||
| 106 Wyllis Ave | Everett | MA | 02149 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 | |
| FORESTDALE COMMUNITY CHURCH | ||||||||
| 235 FOREST STREET | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $750 | |
| FRIENDS OF THE MELROSE PUBLIC LIBRARY | ||||||||
| 263 W FOSTER ST | MELROSE | MA | 021763039 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $25,000 | |
| GOOD SHEPHERD CHRIST UNITED METHODIST CHRUCH | ||||||||
| 577 Salem St | Malden | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $750 | |
| MALDEN CATHOLIC HIGH SCHOOL | ||||||||
| 99 CRYSTAL STREET | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 | |
| MALDEN OVERCOMING ADDICTION | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $7,500 | |
| MELROSE ALLIANCE AGAINST VIOLENCE | ||||||||
| 235 W FOSTER STREET | MELROSE | MA | 02176 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $1,000 | |
| MELROSE HIGH SCHOOL PERMANENT SCHOLARSHIP FUND | ||||||||
| 360 LYNN FELLS PARKWAY | MELROSE | MA | 02176 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $25,000 | |
| MIAMI UNIVERSITY | ||||||||
| 610 S OAK STREET | OXFORD | OH | 45056 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $4,000 | |
| MYSTIC RIVER RUGBY FOUNDATION | ||||||||
| 76 BEDFORD STREET | LEXINGTON | MA | 02420 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 | STE 38 |
| MYSTIC VALLEY ELDER SERVICES INC | ||||||||
| 300 COMMERCIAL STREET 19 | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $10,000 | |
| MYSTIC VALLEY REGIONAL CHARTER SCHOOL | ||||||||
| 576 EASTERN AVENUE | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 | |
| SKATING CLUB OF BOSTON | ||||||||
| 750 UNIVERSITY AVE | NORWOOD | MA | 02062 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $3,000 | |
| SUFFOLK UNIVERSITY LAW SCHOOL | ||||||||
| 120 TREMONT STREET | BOSTON | MA | 02108 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENITTY'S CHARITABLE WORK | $500 | |
| TAILORED FOR SUCCESS | ||||||||
| PO BOX 527 | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $7,500 | |
| THE FITCH HOME INC | ||||||||
| 75 Lake Avenue | Melrose | MA | 02176 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $2,500 | |
| THE PINE BANKS PARK FOUNDATION | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $32,500 | |
| JUDGE BAKER CHILDREN'S CENTER | ||||||||
| 53 PARKER HILL AVENUE | BOSTON | MA | 021203225 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK. | $5,000 | |
| LEAP FOR EDUCATION INC | ||||||||
| 35 CONGRESS STREET SUITE 102 | SALEM | MA | 01970 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK. | $2,000 | |
| UNIVERSITY OF CONNECTICUT | ||||||||
| 352 MANSFIELD RD | STORRS | CT | 06269 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK. | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,093 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $149,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,257 | TotalIncomeProducingActyAmt |
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 | $8,923 | Amt |
| Net Investment Income | $4,462 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE/OTHER BONDS | BondNm |
| EOY Book Value | $235,688 | EOYBookValueAmt |
| EOYFMV | $235,688 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,103,747 | EOYBookValueAmt |
| EOYFMV | $1,103,747 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INTERNSHIP | $1,810 |
| OFFICE EXPENSES | $1,526 |
| INSURANCE | $188 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT ACCOUNT | Desc |
| Amt | $81,811 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CUSTODIAL FEE | $11,076 | $11,076 |
| ADMINISTRATIVE MANAGEMENT | $36,900 | $18,450 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX | CategoryTxt |
| Amt | $35 | Amt |