BAY STATE FEDERAL SAVINGS CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BAY STATE FEDERAL SAVINGS CHARITABLE FOUNDATION (EIN 04-3415547)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-24
- IRS object ID
- 202331149349100323
- Schema version
- 2022v5.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-24T14:52:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER NEWMAN & NOYES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 FEDERAL STREET SUITE 902 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043415547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bay State Federal Savings | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYS | BusinessNameControlTxt |
| Phone | 6172252822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1190 | AddressLine1Txt |
| City | Sagamore Beach | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02562 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE M RENAGHAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6172252822 | PhoneNum |
| Signature | 2023-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENISE | PersonFirstNm |
| Person Last | RENAGHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 6175563900 | PhoneNum |
| Preparation | 2023-04-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $12,370,810 | 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 | $3,991 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,991 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $246,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $689,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,483,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $689,737 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $940,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $940,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $227,210 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $227,210 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $9,353 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,353 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,299 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,223 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,431 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,977 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,804 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,804 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $391,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $324,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $841,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $774,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $878,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $969,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,430 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,174,693 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,174,693 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,818,111 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,232,779 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,232,779 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $387,424 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $387,424 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $420,832 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $355,484 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $355,484 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,209,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,370,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,370,810 | 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 | $16,209,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,370,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,209,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,370,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,209,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,370,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,209,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,365 | OtherIncreasesAmt |
| Subtotal | $16,313,660 | SubtotalAmt |
| Other Decreases | $3,942,850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,370,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $2,466,996 | $1,793,443 | $673,553 | $673,553 | |
| Capital Gains Dividends | $16,184 | $16,184 | $16,184 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $689,737 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,680 | 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 | $18,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,464 | OverpaymentAmt |
| Applied To ES Tax | $6,464 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | DE | 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 | www.baystatecharitable.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Denise Renaghan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172252822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1190 | AddressLine1Txt |
| City | Sagamore Beach | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02562 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Denise M Renaghan | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | President/Director | 30.00 | $85,000 | $87,210 | $0 |
| Anthony Caruso | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Secretary/Director | 5.00 | $15,000 | $15,000 | $0 |
| Michael O Gilles | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Treasurer/Director | 5.00 | $10,000 | $10,000 | $0 |
| Brenda T Harrington | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Director | 1.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Joan Murphy | |||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Community Liaison | $70,000 |
| Bank of America | |||||
| PO Box 653067 | Dallas | TX | 75265 | Investment Management | $56,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $12,628,665 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $951,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,579,734 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,579,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,376,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $668,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $668,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,216 | TotalTaxAmt |
| Distributable Before Adj | $656,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $656,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $656,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $774,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $774,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $656,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,276 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,472 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,505 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $54,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $203,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $774,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $656,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,554 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $320,903 | 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 | $24,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $296,627 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,472 | ExcessFromYear4Amt |
| Excess From Year3 | $77,505 | ExcessFromYear3Amt |
| Excess From Year1 | $54,096 | ExcessFromYear1Amt |
| Excess From Current Year | $117,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Denise Renaghan The Bay State Feder | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1190 | AddressLine1Txt |
| City | Sagamore Beach | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172252822 | RecipientPhoneNum |
| Recipient Email Address | info@baystatecharitable.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Grant Application Package or Written Letter with 501(c)(3) IRS Determination Letter. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | To support community organizations that contribute to improving quality of life. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adult & Teen Challenge New England and New Jersey | |||||||
| 1311 Main Street | Brockton | MA | 02301 | N/A | PC | General Operating Support | $2,500 |
| ALS Association Florida Chapter | |||||||
| 3242 Parkside Center Circle | Tampa | FL | 33619 | N/A | PC | General Operating Support | $1,000 |
| Alzheimer's Association | |||||||
| 225 North Mighigan Avenue 1700 | Chicago | IL | 60601 | N/A | PC | General Operating Support | $1,500 |
| American Cancer Society | |||||||
| 3380 Chastain Meadows Parkway | Kennesaw | GA | 30144 | N/A | PC | General Operating Support | $5,000 |
| American Diabetes Association | |||||||
| 2451 Crystal Drive Suite 900 | Arlington | VA | 22202 | N/A | PC | General Operating Support | $2,500 |
| American Heart Association | |||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | N/A | PC | General Operating Support | $2,500 |
| American Institute for Cancer Research | |||||||
| 1560 Wilson Boulevard 1000 | Arlington | VA | 22209 | N/A | PC | General Operating Support | $1,000 |
| American Red Cross | |||||||
| 431 18th Street NW | Washington | DC | 20006 | N/A | PC | General Operating Support | $5,000 |
| Archdiocese for the Military Services | |||||||
| PO Box 4469 | Washington | DC | 20017 | N/A | PC | General Operating Support | $5,000 |
| Best Buddies International Inc | |||||||
| 100 Southeast 2nd Street Suite 2200 | Miami | FL | 33131 | N/A | PC | General Operating Support | $1,500 |
| Bike the US for MS | |||||||
| PO Box 10001 | Blacksburg | VA | 24062 | N/A | PC | General Operating Support | $2,000 |
| Brigham and Women's and Faulkner Hospital | |||||||
| 1153 Centre Street | Boston | MA | 02130 | N/A | PC | General Operating Support | $2,500 |
| Brookline Arts Center | |||||||
| 86 Monmouth Street | Brookline | MA | 02446 | N/A | PC | General Operating Support | $1,000 |
| Brookline Center for Community Mental Health | |||||||
| 41 Garrison Road | Brookline | MA | 02445 | N/A | PC | General Operating Support | $5,000 |
| Brookline Community Foundation | |||||||
| 40 Webster Place | Brookline | MA | 02445 | N/A | PC | General Operating Support | $1,000 |
| Brookline Food Pantry | |||||||
| PO Box 45 | Brookline | MA | 02446 | N/A | PC | General Operating Support | $5,000 |
| Brookline High School | |||||||
| 115 Greenough Street | Brookline | MA | 02445 | N/A | GOV | General Operating Support | $3,500 |
| Brookline Multi Service Senior Center Corp | |||||||
| 93 Winchester Street | Brookline | MA | 02446 | N/A | PC | General Operating Support | $9,000 |
| Brotherhood of Hope | |||||||
| PO Box 200057 | Boston | MA | 02120 | N/A | PC | General Operating Support | $4,500 |
| Care Dimensions | |||||||
| 75 Sylvan Street Suite B-102 | Danvers | MA | 01923 | N/A | PC | General Operating Support | $1,500 |
| Caritas Communities | |||||||
| 25 Braintree Hill Office Park 206 | Braintree | MA | 02184 | N/A | PC | General Operating Support | $5,000 |
| Catholic Charities USA | |||||||
| 2050 Ballenger Avenue Suite 400 | Alexandria | VA | 22314 | N/A | PC | General Operating Support | $5,000 |
| Catholic Memorial School | |||||||
| 235 Baker Street | West Roxbury | MA | 02132 | N/A | PC | General Operating Support | $3,500 |
| Catholic Relief Services | |||||||
| 228 West Lexington Street | Baltimore | MD | 21201 | N/A | PC | General Operating Support | $5,000 |
| Catholic Schools Foundation | |||||||
| 67 Batterymarch Street 6th Floor | Boston | MA | 02110 | N/A | PC | General Operating Support | $2,500 |
| Charles River Center | |||||||
| 59 East Militia Heights Drive | Needham | MA | 02492 | N/A | PC | General Operating Support | $2,500 |
| Childrens Hospital Boston | |||||||
| 300 Longwood Avenue | Boston | MA | 02115 | N/A | PC | General Operating Support | $2,000 |
| Childrens Law Center of Massachusetts | |||||||
| PO Box 710 298 Union Street | Lynn | MA | 01903 | N/A | PC | General Operating Support | $2,500 |
| Childrens Specialized Hospital Foundation | |||||||
| 150 New Providence Road | Mountainside | NJ | 07092 | N/A | PC | General Operating Support | $1,000 |
| Coast Guard Foundation | |||||||
| 394 Taugwonk Road | Stonington | CT | 06378 | N/A | PC | General Operating Support | $2,500 |
| Community Hospice of Northeast Florida Foundation | |||||||
| 4266 Sunbeam Road | Jacksonville | FL | 32257 | N/A | SO I | General Operating Support | $1,500 |
| Compassionate Care ALS | |||||||
| PO Box 1052 | West Falmouth | MA | 025741052 | N/A | PC | General Operating Support | $3,500 |
| Corpus Christi - Saint Bernard Parish | |||||||
| 1523 Washington Street | West Newton | MA | 02465 | N/A | PC | General Operating Support | $5,000 |
| Cotting School Inc | |||||||
| 453 Concord Avenue | Lexington | MA | 02421 | N/A | PC | General Operating Support | $2,500 |
| Covenant House | |||||||
| 461 Eighth Avenue | New York | NY | 10001 | N/A | PC | General Operating Support | $1,500 |
| CRUDEM Foundation Inc | |||||||
| PO Box 804 | Ludlow | MA | 01056 | N/A | PC | General Operating Support | $2,000 |
| Crystal Springs Inc | |||||||
| 38 Narrows Road | Assonet | MA | 02702 | N/A | PC | General Operating Support | $2,500 |
| Cured NFP | |||||||
| 2937 Bayberry Drive | Buffalo Grove | IL | 60089 | N/A | PC | General Operating Support | $1,000 |
| Cystic Fibrosis Foundation | |||||||
| 4550 Montgomery Avenue | Bethesda | MD | 20814 | N/A | PC | General Operating Support | $2,500 |
| Dedham Food Pantry | |||||||
| PO Box 46 | Dedham | MA | 02027 | N/A | PC | General Operating Support | $5,000 |
| Demello School PTO | |||||||
| 645 Dartmouth Street | South Dartmouth | MA | 02748 | N/A | PC | General Operating Support | $1,000 |
| Doug Flutie Jr Foundation for Autism | |||||||
| PO Box 2157 | Framingham | MA | 01703 | N/A | PC | General Operating Support | $1,000 |
| Dove Inc | |||||||
| PO Box 690267 | Quincy | MA | 02269 | N/A | PC | General Operating Support | $5,000 |
| Ecumenical Community Food Pantry of Norwood | |||||||
| 150 Chapel Street | Norwood | MA | 02062 | N/A | PC | General Operating Support | $5,000 |
| Elizabeth Stone House | |||||||
| PO Box 300039 | Jamaica Plain | MA | 02130 | N/A | PC | General Operating Support | $2,500 |
| Empower Her Inc | |||||||
| 137 Washington Street | Norwell | MA | 02061 | N/A | PC | General Operating Support | $2,500 |
| English at Large | |||||||
| 800 W Cummings Park Suite 550 | Woburn | MA | 01801 | N/A | PC | General Operating Support | $2,000 |
| Eternal Word Television Network | |||||||
| 5817 Old Leeds Road | Irondale | AL | 35210 | N/A | PC | General Operating Support | $3,000 |
| Exponent Philanthropy Association of Small Foundations | |||||||
| 1720 N Street NW | Washington | DC | 20036 | N/A | PC | General Operating Support | $750 |
| Father Bill's & Mainspring | |||||||
| 430 Belmont Street | Brockton | MA | 02301 | N/A | PC | General Operating Support | $5,000 |
| Franciscan Missionary Sisters for Africa | |||||||
| 172 Foster Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $9,000 |
| Friends of Sherborn Council on Aging | |||||||
| PO Box 271 | Sherborn | MA | 01770 | N/A | PC | General Operating Support | $4,000 |
| Friends of Thai Daughters Inc | |||||||
| PO Box 370 | Trevett | ME | 04571 | N/A | PC | General Operating Support | $2,500 |
| Goddard House | |||||||
| 165 Chestnut Street | Brookline | MA | 02445 | N/A | PC | General Operating Support | $3,000 |
| Golf Fights Cancer | |||||||
| 300 Arnold Palmer Boulevard | Norton | MA | 02766 | N/A | PC | General Operating Support | $1,000 |
| Greater Boston Food Bank | |||||||
| 70 S Bay Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Guild School for Human Services | |||||||
| 521 Virginia Road | Concord | MA | 01742 | N/A | PC | General Operating Support | $2,500 |
| Habitat for Humanity - Greater Boston | |||||||
| 434 Massachusetts Avenue Suite 201 | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Hale-Barnard Corporation | |||||||
| 273 Clarendon Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $1,000 |
| Holy Trinity Armenian Church | |||||||
| 145 Brattle Street | Cambridge | MA | 02138 | N/A | PC | General Operating Support | $1,000 |
| Home for Little Wanderers | |||||||
| 10 Guest Street Suite 3 | Boston | MA | 02135 | N/A | PC | General Operating Support | $2,500 |
| Homes for Our Troops | |||||||
| 6 Main Street | Taunton | MA | 02780 | N/A | PC | General Operating Support | $1,000 |
| Hope for Haiti | |||||||
| 1021 5th Avenue North | Naples | FL | 34102 | N/A | PC | General Operating Support | $5,000 |
| Hopkinton Music Association | |||||||
| PO Box 242 | Hopkinton | MA | 01748 | N/A | PC | General Operating Support | $1,000 |
| Hospitality Homes | |||||||
| PO Box 15265 | Boston | MA | 02215 | N/A | PC | General Operating Support | $5,000 |
| House of Possibilities Inc | |||||||
| 350 Washington Street | North Easton | MA | 02356 | N/A | PC | General Operating Support | $2,250 |
| Interfaith Social Services | |||||||
| 105 Adams Street | Quincy | MA | 02169 | N/A | PC | General Operating Support | $5,000 |
| Jackson Walnut Park School | |||||||
| 637 Cambridge Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $2,500 |
| Jett Foundation | |||||||
| 36 Cordage Park Circle Suite 328 | Plymouth | MA | 02360 | N/A | PC | General Operating Support | $1,000 |
| Jewish Family & Children's Services | |||||||
| 1430 Main Street | Waltham | MA | 02451 | N/A | PC | General Operating Support | $2,500 |
| John M Barry Boys & Girls Club | |||||||
| 675 Watertown Street | Newton | MA | 02460 | N/A | PC | General Operating Support | $1,500 |
| KeepSmilin4Abbie Foundation | |||||||
| 31 Forest Lane | Hopkinton | MA | 01748 | N/A | PC | General Operating Support | $1,500 |
| Khan Academy | |||||||
| PO Box 1630 | Mountain View | CA | 94042 | N/A | PC | General Operating Support | $3,000 |
| Knights of Columbus Charities | |||||||
| One Columbus Plaza | New Haven | CT | 06510 | N/A | PC | General Operating Support | $5,000 |
| Little People's School Inc | |||||||
| 1507 Washington Street | West Newton | MA | 02465 | N/A | PC | General Operating Support | $5,000 |
| Make A Wish Foundation of MARI | |||||||
| 133 Federal Street 2nd Floor | Boston | MA | 02110 | N/A | PC | General Operating Support | $1,000 |
| Manet Community Health Center | |||||||
| 110 West Squantum Street | North Quincy | MA | 02171 | N/A | PC | General Operating Support | $3,500 |
| Marblehead Counseling Center | |||||||
| 66 Clifton Avenue | Marblehead | MA | 01945 | N/A | PC | General Operating Support | $1,500 |
| Marian Manor | |||||||
| 33 Summer Street | Taunton | MA | 02780 | N/A | PC | General Operating Support | $3,500 |
| Mass Association of the Blind & Visually Impaired | |||||||
| 200 Ivy Street | Brookline | MA | 02446 | N/A | PC | General Operating Support | $1,500 |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | N/A | PC | General Operating Support | $5,000 |
| Matthew C Sellitto Foundation | |||||||
| PO Box 1 | New Vernon | NJ | 07976 | N/A | PC | General Operating Support | $5,000 |
| Mission Local | |||||||
| 5 Mulberry Lane | South Walpole | MA | 02071 | N/A | PC | General Operating Support | $1,000 |
| Mission of Deeds | |||||||
| 6 Chapin Avenue | Reading | MA | 01867 | N/A | PC | General Operating Support | $5,000 |
| Multiple Sclerosis Society | |||||||
| 465 Waverly Oaks Road | Waltham | MA | 02452 | N/A | PC | General Operating Support | $3,500 |
| Muscular Dystrophy Association Inc | |||||||
| 161 North Clark Street 3550 | Chicago | IL | 60603 | N/A | PC | General Operating Support | $1,000 |
| My Brother's Keeper Inc | |||||||
| PO Box 338 | North Easton | MA | 02356 | N/A | PC | General Operating Support | $5,000 |
| Naples Senior Center | |||||||
| 6200 Autumn Oaks Lane | Naples | FL | 34119 | N/A | PC | General Operating Support | $2,500 |
| National Ovarian Cancer Coalition | |||||||
| 12221 Merit Drive 1950 | Dallas | TX | 75251 | N/A | PC | General Operating Support | $2,500 |
| Nativity Preparatory School Boston | |||||||
| 39 Lamartine Street | Jamaica Plain | MA | 02130 | N/A | PC | General Operating Support | $2,500 |
| Neighborhood Health Clinic Inc | |||||||
| 88 12th Street North Suite 100 | Naples | FL | 34102 | N/A | PC | General Operating Support | $2,500 |
| Neurofibromatosis Inc Northeast | |||||||
| 9 Bedford Street | Burlington | MA | 01803 | N/A | PC | General Operating Support | $2,000 |
| New England Center and Home for Veterans | |||||||
| 17 Court Street | Boston | MA | 02108 | N/A | PC | General Operating Support | $2,500 |
| New England Center for Children | |||||||
| 33 Turnpike Road | Southborough | MA | 01772 | N/A | PC | General Operating Support | $5,000 |
| Newton Wellesley Hospital | |||||||
| 2014 Washington Street | Newton | MA | 02462 | N/A | PC | General Operating Support | $1,500 |
| Norwood High School | |||||||
| 245 Nichols Street | Norwood | MA | 02062 | N/A | GOV | General Operating Support | $1,000 |
| Old Colony Hospice | |||||||
| 321 Manley Street | West Bridgewater | MA | 02379 | N/A | PC | General Operating Support | $2,000 |
| On The Rise | |||||||
| 341 Broadway | Cambridge | MA | 02139 | N/A | PC | General Operating Support | $2,500 |
| One Mission Inc | |||||||
| 69 Milk Street 308 | Westborough | MA | 01581 | N/A | PC | General Operating Support | $1,500 |
| Operation Smile Inc | |||||||
| 3641 Faculty Boulevard | Virginia Beach | VA | 23453 | N/A | PC | General Operating Support | $1,000 |
| Our Lady of Grace at St Joe's Pastoral Collaborative | |||||||
| 28 Tarbell Street | Pepperell | MA | 01463 | N/A | PC | General Operating Support | $6,000 |
| Our Lady of Perpetual Help Mission Grammar School | |||||||
| 94 St Alphonsus Street | Roxbury | MA | 02120 | N/A | PC | General Operating Support | $2,500 |
| Pan Mass Challenge | |||||||
| 77 4th Avenue | Needham Heights | MA | 02494 | N/A | PC | General Operating Support | $3,500 |
| Partners in Health | |||||||
| 800 Boylston Street Suite 300 | Boston | MA | 02199 | N/A | PC | General Operating Support | $5,000 |
| Payson Park Music Festival | |||||||
| 10 Bay State Road | Belmont | MA | 02478 | N/A | PC | General Operating Support | $1,500 |
| Perkins School for the Blind | |||||||
| 175 North Beacon Street | Watertown | MA | 02472 | N/A | PC | General Operating Support | $2,300 |
| Piarist Fathers | |||||||
| 1339 Monroe Street NE | Washington | DC | 20017 | N/A | PC | General Operating Support | $1,500 |
| Pine Street Inn | |||||||
| 434 Harrison Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Plummer Youth Promise | |||||||
| 37 Winter Island Road | Salem | MA | 01970 | N/A | PC | General Operating Support | $2,500 |
| Presentation School Foundation | |||||||
| PO Box 35834 | Brighton | MA | 02135 | N/A | PC | General Operating Support | $1,500 |
| Project Place | |||||||
| 1145 Washington Street | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Pulmonary Fibrosis Foundation | |||||||
| 230 East Ohio Street No 304 | Chicago | IL | 60611 | N/A | PC | General Operating Support | $1,000 |
| Regina Cleri (Archdiocese of Boston) | |||||||
| 66 Brooks Drive | Braintree | MA | 02184 | N/A | PC | General Operating Support | $2,500 |
| Riverside Community Care | |||||||
| 270 Bridge Street Suite 301 | Dedham | MA | 02026 | N/A | PC | General Operating Support | $3,500 |
| Rosie's Place | |||||||
| 889 Harrison Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $2,500 |
| Sacred Heart School | |||||||
| 329 Bishops Highway | Kingston | MA | 02364 | N/A | PC | General Operating Support | $1,000 |
| Saint Joseph Parish Schools | |||||||
| 90 Pickering Street | Needham | MA | 02492 | N/A | PC | General Operating Support | $2,500 |
| Saint Joseph Preparatory High School | |||||||
| 637 Cambridge Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $2,500 |
| Samaritans Purse | |||||||
| PO Box 3000 | Boone | NC | 28607 | N/A | PC | General Operating Support | $5,000 |
| Sarcoma Foundation of America | |||||||
| PO Box 98160 | Washington | DC | 20090 | N/A | PC | General Operating Support | $1,000 |
| School on Wheels of Massachusetts Inc | |||||||
| 100 Laurel Street Suite 121 | East Bridgewater | MA | 02333 | N/A | PC | General Operating Support | $3,500 |
| Second Chances | |||||||
| PO Box 441328 | Somerville | MA | 02144 | N/A | PC | General Operating Support | $1,500 |
| Smile Train | |||||||
| 633 Third Avenue | New York | NY | 10017 | N/A | PC | General Operating Support | $1,000 |
| Society of St Vincent de Paul | |||||||
| 18 Canton Street | Stoughton | MA | 02072 | N/A | PC | General Operating Support | $6,000 |
| Somerville Homeless Coalition | |||||||
| PO Box 440436 | Somerville | MA | 02144 | N/A | PC | General Operating Support | $2,500 |
| Special Olympics Massachusetts Inc | |||||||
| 512 Forest Street | Marlborough | MA | 01752 | N/A | PC | General Operating Support | $2,500 |
| Springwell | |||||||
| 307 Waverley Oaks Road Suite 205 | Waltham | MA | 02452 | N/A | PC | General Operating Support | $2,500 |
| St Anthony's Shrine | |||||||
| 100 Arch Street | Boston | MA | 02110 | N/A | PC | General Operating Support | $2,500 |
| St Catherine's of Siena School | |||||||
| 249 Nahatan Street | Norwood | MA | 02062 | N/A | PC | General Operating Support | $1,250 |
| St Columbkille Partnership School | |||||||
| 25 Arlington Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $1,500 |
| St Finbarr Catholic Church | |||||||
| 13520 Tamiami Trail E | Naples | FL | 34114 | N/A | PC | General Operating Support | $6,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $5,000 |
| St John the Evangelist Parish | |||||||
| 1 School Street | Townsend | MA | 01469 | N/A | PC | General Operating Support | $4,000 |
| St Jude Childrens Research Hospital | |||||||
| 501 Danny Thomas Place | Memphis | TN | 38105 | N/A | PC | General Operating Support | $3,000 |
| St Mary's Center for Women and Children | |||||||
| 90 Cushing Avenue | Dorchester | MA | 02125 | N/A | PC | General Operating Support | $2,500 |
| St Matthews House | |||||||
| 2001 Airport Road South | Naples | FL | 34112 | N/A | PC | General Operating Support | $5,000 |
| St Sebastians School | |||||||
| 1191 Greendale Avenue | Needham | MA | 02492 | N/A | PC | General Operating Support | $5,000 |
| St Yves School Foundation | |||||||
| 64 Holmes Street | Quincy | MA | 02171 | N/A | PC | General Operating Support | $1,250 |
| Stride for Stride Foundation | |||||||
| 7 Hancock Street | Newburyport | MA | 01950 | N/A | PC | General Operating Support | $1,500 |
| The Leukemia & Lymphoma Society | |||||||
| 3 International Drive 200 | Rye Brook | NY | 10573 | N/A | PC | General Operating Support | $2,500 |
| The Price Center | |||||||
| 27 Christina Street | Newton | MA | 02461 | N/A | PC | General Operating Support | $1,000 |
| The Salvation Army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22314 | N/A | PC | General Operating Support | $2,500 |
| The Scandinavian Charitable Society of Greater Boston | |||||||
| 206 Waltham Street | West Newton | MA | 02465 | N/A | PC | General Operating Support | $2,000 |
| The Shelter for Abused Women & Children Inc | |||||||
| PO Box 10102 | Naples | FL | 34101 | N/A | PC | General Operating Support | $3,000 |
| The Sisters of Notre Dame de Namur | |||||||
| 30 Jeffreys Neck Road | Ipswich | MA | 01938 | N/A | PC | General Operating Support | $5,000 |
| The Womens Center | |||||||
| 405 County Street | New Bedford | MA | 02740 | N/A | PC | General Operating Support | $1,500 |
| Thymic Carcinoma Center | |||||||
| 15954 South Mur-Len Road 323 | Olathe | KS | 66062 | N/A | PC | General Operating Support | $2,000 |
| Tommy's Place Foundation | |||||||
| 90 Shore Avenue | Quincy | MA | 02169 | N/A | PC | General Operating Support | $2,000 |
| Tutoring Plus of Cambridge Inc | |||||||
| 225 Windsor Street | Cambridge | MA | 02139 | N/A | PC | General Operating Support | $1,500 |
| Twin to Twin Transfusion Syndrome Foundation Inc | |||||||
| 411 Longbeach Parkway | Bay Village | OH | 44140 | N/A | PC | General Operating Support | $1,000 |
| United Service Organizations Inc | |||||||
| 2111 Wilson Boulevard Suite 1200 | Arlington | VA | 22201 | N/A | PC | General Operating Support | $1,000 |
| Walpole High School | |||||||
| 275 Common Street | Walpole | MA | 02081 | N/A | GOV | General Operating Support | $1,000 |
| Walpole Public Schools | |||||||
| 135 School Street | Walpole | MA | 02081 | N/A | GOV | General Operating Support | $500 |
| Walpole Scout Center | |||||||
| 1 Kraft Road | Milford | MA | 01757 | N/A | PC | General Operating Support | $2,500 |
| Watertown Boys and Girls Club | |||||||
| 25 Whites Avenue | Watertown | MA | 02472 | N/A | PC | General Operating Support | $1,500 |
| Westwood Food Pantry | |||||||
| PO Box 854 | Westwood | MA | 02090 | N/A | PC | General Operating Support | $5,000 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | N/A | PC | General Operating Support | $2,500 |
| Xaverian Brothers High School | |||||||
| 800 Clapboardtree Street | Westwood | MA | 02090 | N/A | PC | General Operating Support | $2,000 |
| YoungLife (fbo Boston Southwest chapter) | |||||||
| 420 N Cascade Avenue | Colorado Springs | CO | 80903 | N/A | PC | General Operating Support | $1,250 |
| YWCA Boston | |||||||
| 140 Clarendon Street Suite 403 | Boston | MA | 02116 | N/A | PC | General Operating Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,050 | 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 | $3,991 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $246,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $689,737 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $940,657 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $940,657 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 400000 units CUSIP 34540TA36 | BondNm |
| EOY Book Value | $387,424 | EOYBookValueAmt |
| EOYFMV | $387,424 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (170 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 units AMD | $25,908 | $25,908 |
| 800 units IBM | $112,712 | $112,712 |
| 4800 units KKR | $222,816 | $222,816 |
| 180 units MCD | $47,435 | $47,435 |
| 800 units MRK | $88,760 | $88,760 |
| 1220 units NVDA | $178,291 | $178,291 |
| 450 units CRM | $59,665 | $59,665 |
| 806.527 units TXN | $133,254 | $133,254 |
| 830 units TMO | $457,072 | $457,072 |
| 803.946 units CLX | $112,817 | $112,817 |
| 1750 units ALLY | $42,787 | $42,787 |
| 1520 units GOOGL | $134,109 | $134,109 |
| 1520 units GOOG | $134,869 | $134,869 |
| 5000 units AMZN | $420,000 | $420,000 |
| 5600 units AAPL | $727,608 | $727,608 |
| 3000 units BAC | $99,360 | $99,360 |
| 10000 units BRKL | $141,500 | $141,500 |
| 1500 units CATC | $124,590 | $124,590 |
| 1000 units C | $45,230 | $45,230 |
| 4000 units CFG | $157,480 | $157,480 |
| 6000 units EBC | $103,500 | $103,500 |
| 2500 units INDB | $211,075 | $211,075 |
| 1000 units JPM | $134,100 | $134,100 |
| 944 units MTB | $136,936 | $136,936 |
| 2500 units MSFT | $599,550 | $599,550 |
| 1000 units MS | $85,020 | $85,020 |
| 20000 units NYCB | $172,000 | $172,000 |
| 750 units PNC | $118,455 | $118,455 |
| 4000 units WASH | $188,720 | $188,720 |
| 2150 units WFC | $88,773 | $88,773 |
| 1900 units XLE | $166,193 | $166,193 |
| 670 units RSP | $94,637 | $94,637 |
| 1000 units COWZ | $46,250 | $46,250 |
| 244 units BLK | $172,905 | $172,905 |
| 1158 units PYPL | $82,472 | $82,472 |
| 846 units VBR | $134,345 | $134,345 |
| 285 units ABT | $31,290 | $31,290 |
| 392 units ABBV | $63,351 | $63,351 |
| 427 units ATM | $32,687 | $32,687 |
| 183 units APD | $56,708 | $56,708 |
| 136 units AMGN | $35,719 | $35,719 |
| 214 units AEP | $48,804 | $48,804 |
| 382 units ADI | $62,659 | $62,659 |
| 1517 units AAPL | $197,104 | $197,104 |
| 2602 units T | $47,903 | $47,903 |
| 50 units BLK | $35,432 | $35,432 |
| 516 units BX | $38,282 | $38,282 |
| 586 units BMY | $42,163 | $42,163 |
| 114 units AVGO | $63,741 | $63,741 |
| 501 units CVX | $89,925 | $89,925 |
| 1330 units CSCO | $63,361 | $63,361 |
| 802 units KO | $51,015 | $51,015 |
| 1461 units CMCSA | $51,091 | $51,091 |
| 279 units CCI | $37,844 | $37,844 |
| 551 units CVS | $51,348 | $51,348 |
| 183 units LLY | $66,949 | $66,949 |
| 451 units EMR | $43,323 | $43,323 |
| 832 units XOM | $91,770 | $91,770 |
| 412 units GIS | $34,546 | $34,546 |
| 213 units HD | $67,278 | $67,278 |
| 152 units HON | $32,574 | $32,574 |
| 301 units IBM | $42,408 | $42,408 |
| 426 units JNJ | $75,253 | $75,253 |
| 451 units JPM | $60,479 | $60,479 |
| 189 units KMB | $25,876 | $25,876 |
| 121 units LMT | $58,865 | $58,865 |
| 183 units MA | $63,635 | $63,635 |
| 180 units MCD | $47,436 | $47,436 |
| 647 units MRK | $72,257 | $72,257 |
| 495 units MCHP | $34,774 | $34,774 |
| 747 units MSFT | $179,146 | $179,146 |
| 497 units MS | $42,255 | $42,255 |
| 273 units PEP | $49,634 | $49,634 |
| 1274 units PFE | $65,280 | $65,280 |
| 493 units PM | $50,523 | $50,523 |
| 391 units PG | $59,260 | $59,260 |
| 395 units PRU | $39,287 | $39,287 |
| 399 units RTX | $40,267 | $40,267 |
| 222 units SRE | $34,562 | $34,562 |
| 699 units SBUX | $69,341 | $69,341 |
| 308 units TGT | $45,904 | $45,904 |
| 324 units TXN | $53,531 | $53,531 |
| 742 units TJX | $59,063 | $59,063 |
| 995 units TFC | $42,815 | $42,815 |
| 183 units UNP | $37,894 | $37,894 |
| 293 units UPS | $50,935 | $50,935 |
| 100 units UNH | $53,018 | $53,018 |
| 1086 units USB | $47,882 | $47,882 |
| 1146 units VZ | $45,153 | $45,153 |
| 290 units V | $60,251 | $60,251 |
| 258 units WMT | $36,726 | $36,726 |
| 226 units DLR | $22,937 | $22,937 |
| 707 units DOW | $35,626 | $35,626 |
| 3606 units HBAN | $51,404 | $51,404 |
| 1426 units PARA | $24,413 | $24,413 |
| 277 units WEC | $25,972 | $25,972 |
| 165 units ACN | $44,029 | $44,029 |
| 342 units ETN | $53,677 | $53,677 |
| 459 units QSR | $29,931 | $29,931 |
| 153 units ABT | $16,798 | $16,798 |
| 18 units ADBE | $6,058 | $6,058 |
| 260 units GOOGL | $22,940 | $22,940 |
| 220 units AMZN | $18,480 | $18,480 |
| 264 units AAPL | $34,302 | $34,302 |
| 116 units ADM | $10,771 | $10,771 |
| 240 units T | $4,418 | $4,418 |
| 79 units BRKB | $24,403 | $24,403 |
| 464 units BSX | $21,469 | $21,469 |
| 184 units BMY | $13,239 | $13,239 |
| 33 units AVGO | $18,451 | $18,451 |
| 24 units CAT | $5,749 | $5,749 |
| 182 units CVX | $32,667 | $32,667 |
| 320 units DVN | $19,683 | $19,683 |
| 8 units EQX | $5,240 | $5,240 |
| 404 units FCX | $15,352 | $15,352 |
| 39 units MMC | $6,454 | $6,454 |
| 49 units MA | $17,039 | $17,039 |
| 14 units MCK | $5,259 | $5,259 |
| 187 units MRK | $20,884 | $20,884 |
| 140 units MET | $10,132 | $10,132 |
| 128 units MSFT | $30,697 | $30,697 |
| 121 units MDLZ | $8,111 | $8,111 |
| 138 units MS | $11,733 | $11,733 |
| 354 units NEE | $29,594 | $29,594 |
| 73 units NKE | $8,542 | $8,542 |
| 18 units NOC | $9,821 | $9,821 |
| 44 units NVDA | $6,430 | $6,430 |
| 41 units PANW | $5,721 | $5,721 |
| 56 units PNC | $8,845 | $8,845 |
| 119 units PG | $18,036 | $18,036 |
| 54 units PLD | $6,087 | $6,087 |
| 48 units SBUX | $4,762 | $4,762 |
| 151 units SYY | $11,544 | $11,544 |
| 184 units TFC | $7,918 | $7,918 |
| 46 units UNH | $24,388 | $24,388 |
| 192 units USB | $8,465 | $8,465 |
| 167 units FTV | $10,730 | $10,730 |
| 60 units HLT | $7,582 | $7,582 |
| 154 units NEM | $7,269 | $7,269 |
| 43 units RGEN | $7,280 | $7,280 |
| 186 units LUV | $6,263 | $6,263 |
| 83 units AIRFP | $9,834 | $9,834 |
| 16 units ASML | $8,742 | $8,742 |
| 912 units ATCOASS | $10,775 | $10,775 |
| 526 units BHPAU | $16,277 | $16,277 |
| 234 units CCJ | $5,305 | $5,305 |
| 108 units CPCN | $8,047 | $8,047 |
| 410 units DSYFP | $14,657 | $14,657 |
| 663 units DBSSP | $16,768 | $16,768 |
| 371 units DTEGR | $7,403 | $7,403 |
| 80 units DEO | $14,255 | $14,255 |
| 52 units ETN | $8,161 | $8,161 |
| 38 units 6954JP | $5,764 | $5,764 |
| 557 units IBESM | $6,497 | $6,497 |
| 189 units JCI | $12,162 | $12,162 |
| 31 units 6861JP | $12,191 | $12,191 |
| 171 units LVMUY | $24,773 | $24,773 |
| 118 units DAIS1 | $7,746 | $7,746 |
| 184 units NESNSW | $21,308 | $21,308 |
| 36 units ROGSW | $11,304 | $11,304 |
| 77 units SAPGR | $7,919 | $7,919 |
| 241 units SHEL | $13,725 | $13,725 |
| 2792 units VODLN | $2,829 | $2,829 |
| 95 units WDSAU | $2,283 | $2,283 |
| 279 units 9888HK | $3,993 | $3,993 |
| 321 units FXI | $9,084 | $9,084 |
| 88 units SQM | $7,026 | $7,026 |
| 93 units TSM | $6,970 | $6,970 |
| 446 units WWO | $17,385 | $17,385 |
| Accrued Income | $230 | $230 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,174,693 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,174,693 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 6000.747 units VWIAX | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $355,484 | BookValueAmt |
| EOYFMV | $355,484 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains/Losses on Investments | Desc |
| Amt | $3,942,850 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expenses | $7,992 | $0 | $7,992 |
| Insurance | $3,901 | $0 | $3,901 |
| Accrual to Cash Adjustment | -$89 | $0 | -$89 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrual to Cash Adjustment | Desc |
| Amt | $5,365 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management | $57,299 | $57,299 | $0 |
| Contracted Services | $3,223 | $0 | $3,223 |
| Community Liaison | $70,000 | $0 | $70,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $1,977 | $1,977 | $0 |
| Accrual to Cash Adjustment (Excise Taxes) | $5,454 | $0 | $0 |