MELVIN S CUTLER CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MELVIN S CUTLER CHARITABLE FOUNDATION (EIN 04-2733957)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2023-11-02
- IRS object ID
- 202323069349101002
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-02T08:49:19-05:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042687094 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBERG ROSENBLATT KULL & BITSOLI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET SUITE 400 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042733957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELVIN S CUTLER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREENBERGROSENBLATT KULL & BITSOLI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 5087910901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET 400 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELVIN S CUTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5087910901 | PhoneNum |
| Signature | 2023-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELVIN | PersonFirstNm |
| Person Last | CUTLER | 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 | MICHAEL J HAYES CPA | PreparerPersonNm |
| PTIN | P00162301 | PTIN |
| Phone | 5087910901 | PhoneNum |
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 | $13,100,322 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,625,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $420,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $420,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,744,615 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,885 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,065,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $542,179 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $39,860 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,860 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,134 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,860 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,733 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $471,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $471,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $582,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,483,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $450,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $711,342 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $392,586 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $392,586 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $393,882 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $851,101 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $865,979 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,018,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,536,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,989,981 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,068,906 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $782,926 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $796,864 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,084,143 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,939,581 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,331 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,331 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,292,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,762,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,100,322 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,157 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,157 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,278,749 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,762,243 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,278,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,762,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,292,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,762,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,278,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,483,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,762,243 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,762,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC. | P | 2019-12-23 | 2022-08-02 | $49,143 | $52,620 | -$3,477 | -$3,477 |
| DOMINION ENERGY INC. | P | 2020-04-29 | 2022-08-02 | $32,605 | $33,526 | -$921 | -$921 |
| DOMINION ENERGY INC. | P | 2020-04-29 | 2022-08-03 | $16,713 | $17,064 | -$351 | -$351 |
| DOMINION ENERGY INC. | P | 2022-06-20 | 2022-08-03 | $888 | $802 | $86 | $86 |
| COWEN INC | P | 2022-04-19 | 2022-08-04 | $150,661 | $112,141 | $38,520 | $38,520 |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC 4.75% 8/23/22 | P | 2017-11-07 | 2022-08-23 | $25,000 | $25,359 | -$359 | -$359 |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC 4.75% 8/23/22 | P | 2017-12-04 | 2022-08-23 | $25,000 | $25,315 | -$315 | -$315 |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC 4.75% 8/23/22 | P | 2018-02-07 | 2022-08-23 | $25,000 | $25,140 | -$140 | -$140 |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC 4.75% 8/23/22 | P | 2019-01-03 | 2022-08-23 | $50,000 | $47,265 | $2,735 | $2,735 |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC 4.75% 8/23/22 | P | 2019-01-11 | 2022-08-23 | $50,000 | $47,890 | $2,110 | $2,110 |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC 4.75% 8/23/22 | P | 2019-01-31 | 2022-08-23 | $100,000 | $96,640 | $3,360 | $3,360 |
| HCI GROUP INC | P | 2020-10-16 | 2022-09-09 | $97,001 | $121,484 | -$24,483 | -$24,483 |
| HCI GROUP INC | P | 2020-10-16 | 2022-09-13 | $97,318 | $121,484 | -$24,166 | -$24,166 |
| UNITED STATES TREASURY 0.00% 9/13/22 | P | 2022-06-13 | 2022-09-13 | $100,000 | $100,000 | $0 | $0 |
| HCI GROUP INC | P | 2022-03-18 | 2022-09-14 | $1,095 | $1,600 | -$505 | -$505 |
| HCI GROUP INC | P | 2022-06-17 | 2022-09-14 | $1,215 | $1,609 | -$394 | -$394 |
| RADIUS HEALTH INC 3% 9/1/24 | P | 2017-10-23 | 2022-09-15 | $25,000 | $23,936 | $1,064 | $1,064 |
| ABBVIE INC | P | 2020-05-29 | 2022-12-02 | $63,735 | $33,688 | $30,047 | $30,047 |
| ABBVIE INC | P | 2020-05-29 | 2022-12-05 | $32,369 | $16,844 | $15,525 | $15,525 |
| ABBVIE INC | P | 2020-05-29 | 2022-12-06 | $80,977 | $42,110 | $38,867 | $38,867 |
| ABBVIE INC | P | 2020-05-29 | 2022-12-07 | $103,608 | $53,227 | $50,381 | $50,381 |
| ABBVIE INC | P | 2020-09-11 | 2022-12-07 | $43,935 | $24,107 | $19,828 | $19,828 |
| ABBVIE INC | P | 2021-04-26 | 2022-12-07 | $32,787 | $22,319 | $10,468 | $10,468 |
| ABBVIE INC | P | 2021-08-06 | 2022-12-07 | $49,181 | $34,335 | $14,846 | $14,846 |
| ABBVIE INC | P | 2021-10-13 | 2022-12-07 | $81,968 | $54,075 | $27,893 | $27,893 |
| ABBVIE INC | P | 2022-02-15 | 2022-12-07 | $4,860 | $4,230 | $630 | $630 |
| ABBVIE INC | P | 2022-05-16 | 2022-12-07 | $4,606 | $4,272 | $334 | $334 |
| ABBVIE INC | P | 2022-08-15 | 2022-12-07 | $4,988 | $4,311 | $677 | $677 |
| ABBVIE INC | P | 2022-11-15 | 2022-12-07 | $4,827 | $4,354 | $473 | $473 |
| UNITED STATES TREASURY 0.12500% 1/31/23 | P | 2022-04-29 | 2023-01-31 | $100,000 | $98,809 | $1,191 | $1,191 |
| HANESBRANDS INC | P | 2022-02-11 | 2023-02-08 | $12,233 | $32,498 | -$20,265 | -$20,265 |
| HANESBRANDS INC | P | 2022-02-14 | 2023-02-08 | $3,058 | $8,030 | -$4,972 | -$4,972 |
| HANESBRANDS INC | P | 2022-02-15 | 2023-02-08 | $3,058 | $7,838 | -$4,780 | -$4,780 |
| HANESBRANDS INC | P | 2022-02-25 | 2023-02-08 | $1,835 | $4,536 | -$2,701 | -$2,701 |
| HANESBRANDS INC | P | 2022-03-02 | 2023-02-08 | $10,398 | $26,112 | -$15,714 | -$15,714 |
| HANESBRANDS INC | P | 2022-03-08 | 2023-02-08 | $6,117 | $15,250 | -$9,133 | -$9,133 |
| HANESBRANDS INC | P | 2022-03-08 | 2023-02-08 | $179 | $450 | -$271 | -$271 |
| HANESBRANDS INC | P | 2022-03-22 | 2023-02-08 | $12,233 | $30,000 | -$17,767 | -$17,767 |
| HANESBRANDS INC | P | 2022-04-04 | 2023-02-08 | $6,117 | $14,780 | -$8,663 | -$8,663 |
| HANESBRANDS INC | P | 2022-04-07 | 2023-02-08 | $6,117 | $14,690 | -$8,573 | -$8,573 |
| HANESBRANDS INC | P | 2022-04-27 | 2023-02-08 | $6,117 | $13,606 | -$7,489 | -$7,489 |
| HANESBRANDS INC | P | 2022-05-31 | 2023-02-08 | $858 | $1,654 | -$796 | -$796 |
| HANESBRANDS INC | P | 2022-06-30 | 2023-02-08 | $6,117 | $10,750 | -$4,633 | -$4,633 |
| HANESBRANDS INC | P | 2022-07-27 | 2023-02-08 | $6,117 | $11,242 | -$5,125 | -$5,125 |
| HANESBRANDS INC | P | 2022-09-14 | 2023-02-08 | $1,288 | $1,975 | -$687 | -$687 |
| HANESBRANDS INC | P | 2022-11-16 | 2023-02-08 | $4,282 | $5,173 | -$891 | -$891 |
| HANESBRANDS INC | P | 2022-12-13 | 2023-02-08 | $2,017 | $2,112 | -$95 | -$95 |
| HANESBRANDS INC | P | 2023-01-23 | 2023-02-08 | $1,775 | $2,322 | -$547 | -$547 |
| HANESBRANDS INC | P | 2023-01-23 | 2023-02-13 | $58 | $79 | -$21 | -$21 |
| UNITED STATES TREASURY 0.00% 2/16/2023 | P | 2022-11-17 | 2023-02-16 | $100,000 | $100,000 | $0 | $0 |
| AT&T INC | P | 2020-10-05 | 2023-02-21 | $19,330 | $22,634 | -$3,304 | -$3,304 |
| AT&T INC | P | 2020-11-19 | 2023-02-21 | $5,799 | $6,661 | -$862 | -$862 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2017-07-18 | 2023-02-21 | $48,799 | $34,717 | $14,082 | $14,082 |
| AT&T INC | P | 2020-11-19 | 2023-02-21 | $13,636 | $15,543 | -$1,907 | -$1,907 |
| AT&T INC | P | 2020-12-14 | 2023-02-21 | $1,948 | $2,477 | -$529 | -$529 |
| AT&T INC | P | 2021-09-30 | 2023-02-21 | $3,896 | $4,247 | -$351 | -$351 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2017-07-18 | 2023-02-22 | $61,009 | $43,396 | $17,613 | $17,613 |
| AT&T INC | P | 2021-09-30 | 2023-02-24 | $13,552 | $14,864 | -$1,312 | -$1,312 |
| AT&T INC | P | 2021-10-15 | 2023-02-24 | $5,808 | $5,955 | -$147 | -$147 |
| AT&T INC | P | 2021-10-15 | 2023-03-17 | $5,490 | $5,955 | -$465 | -$465 |
| AT&T INC | P | 2022-02-01 | 2023-03-17 | $1,395 | $1,419 | -$24 | -$24 |
| AT&T INC | P | 2022-02-08 | 2023-03-17 | $11,415 | $11,431 | -$16 | -$16 |
| AT&T INC | P | 2022-02-08 | 2023-03-29 | $7,110 | $6,894 | $216 | $216 |
| AT&T INC | P | 2022-02-25 | 2023-03-29 | $1,890 | $1,789 | $101 | $101 |
| AT&T INC | P | 2022-03-02 | 2023-03-29 | $9,450 | $8,787 | $663 | $663 |
| AT&T INC | P | 2022-03-08 | 2023-03-29 | $18,900 | $17,633 | $1,267 | $1,267 |
| AT&T INC | P | 2022-03-14 | 2023-03-29 | $18,900 | $17,069 | $1,831 | $1,831 |
| AT&T INC | P | 2022-04-04 | 2023-03-29 | $18,900 | $17,774 | $1,126 | $1,126 |
| AT&T INC | P | 2022-05-02 | 2023-03-29 | $18,900 | $19,180 | -$280 | -$280 |
| AT&T INC | P | 2022-05-02 | 2023-03-29 | $2,240 | $2,297 | -$57 | -$57 |
| AT&T INC | P | 2022-08-01 | 2023-03-29 | $2,659 | $2,607 | $52 | $52 |
| AT&T INC | P | 2022-08-10 | 2023-03-29 | $9,450 | $9,045 | $405 | $405 |
| AT&T INC | P | 2022-11-01 | 2023-03-29 | $2,852 | $2,785 | $67 | $67 |
| AT&T INC | P | 2023-02-01 | 2023-03-29 | $2,654 | $2,827 | -$173 | -$173 |
| SHIP FINANCE INTL LTD (SFL) 4.875% 5/1/23 | P | 2018-04-19 | 2023-05-04 | $100,000 | $98,890 | $1,110 | $1,110 |
| SHIP FINANCE INTL LTD (SFL) 4.875% 5/1/23 | P | 2018-10-11 | 2023-05-04 | $100,000 | $97,748 | $2,252 | $2,252 |
| UNITED STATES TREASURY 0.00% 5/11/2023 | P | 2022-11-15 | 2023-05-11 | $100,000 | $100,000 | $0 | $0 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2017-07-18 | 2023-05-12 | $9,454 | $8,679 | $775 | $775 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2018-03-20 | 2023-05-12 | $28,362 | $44,239 | -$15,877 | -$15,877 |
| BARCLAYS BK PLC 0.00% 1/23/2048 (OTHER ETP) | P | 2021-01-26 | 2023-05-15 | $2,373 | $16,570 | -$14,197 | -$14,197 |
| BARCLAYS BK PLC 0.00% 1/23/2048 (OTHER ETP) | P | 2021-09-29 | 2023-05-15 | $2,373 | $6,750 | -$4,377 | -$4,377 |
| BARCLAYS BK PLC 0.00% 1/23/2048 (OTHER ETP) | P | 2021-10-06 | 2023-05-15 | $4,746 | $13,340 | -$8,594 | -$8,594 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2018-03-20 | 2023-05-17 | $20,028 | $29,493 | -$9,465 | -$9,465 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2018-12-21 | 2023-05-17 | $75,104 | $79,602 | -$4,498 | -$4,498 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2022-03-15 | 2023-05-17 | $1,158 | $2,070 | -$912 | -$912 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2022-06-15 | 2023-05-17 | $1,246 | $2,081 | -$835 | -$835 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2022-09-15 | 2023-05-17 | $1,414 | $2,092 | -$678 | -$678 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2022-11-30 | 2023-05-17 | $10,014 | $12,970 | -$2,956 | -$2,956 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2022-12-15 | 2023-05-17 | $1,762 | $2,293 | -$531 | -$531 |
| TYSON FOODS INC COMMON STOCK (TSN) | P | 2023-03-15 | 2023-05-17 | $1,266 | $1,445 | -$179 | -$179 |
| UNITED STATES TREASURY 0.00% 5/18/2023 | P | 2022-11-21 | 2023-05-18 | $100,000 | $100,000 | $0 | $0 |
| PRA GROUP INC 3.500%, 6/1/23 | P | 2021-04-12 | 2023-06-01 | $50,000 | $53,505 | -$3,505 | -$3,505 |
| UNITED STATES TREASURY 0.00% 6/8/2023 | P | 2023-03-10 | 2023-06-08 | $100,000 | $99,979 | $21 | $21 |
| UNITED STATES TREASURY 0.00% 6/8/2023 | P | 2023-03-13 | 2023-06-08 | $50,000 | $50,021 | -$21 | -$21 |
| UNITED STATES TREASURY 0.25% 6/15/23 | P | 2022-06-13 | 2023-06-15 | $100,000 | $97,828 | $2,172 | $2,172 |
| UNITED STATES TREASURY 0.00% 7/6/2023 | P | 2023-01-09 | 2023-07-06 | $100,000 | $99,994 | $6 | $6 |
| UNITED STATES TREASURY 0.00% 7/6/2023 | P | 2023-01-10 | 2023-07-06 | $100,000 | $100,006 | -$6 | -$6 |
| VERIZON COMMUNICATIONS | P | 2021-09-14 | 2023-07-21 | $33,690 | $54,443 | -$20,753 | -$20,753 |
| VERIZON COMMUNICATIONS | P | 2021-09-30 | 2023-07-21 | $13,476 | $21,636 | -$8,160 | -$8,160 |
| UNITED STATES TREASURY 1.125% 7/31/2023 | P | 2023-05-02 | 2023-07-31 | $100,000 | $98,781 | $1,219 | $1,219 |
| ABBVIE INC - DONATED | P | 2022-12-08 | 2023-03-20 | $246,063 | $217,600 | $28,463 | $28,463 |
| ABBVIE INC - DONATED | P | 2022-12-08 | 2023-03-21 | $71,971 | $63,636 | $8,335 | $8,335 |
| ABBVIE INC - DONATED | P | 2022-12-08 | 2023-03-29 | $157,979 | $136,000 | $21,979 | $21,979 |
| ABBVIE INC - DONATED | P | 2022-12-08 | 2023-04-28 | $64,893 | $54,400 | $10,493 | $10,493 |
| ISRAEL BOND 7TH JUBILEE 3.51% 5/1/23 | P | 2013-05-21 | 2023-05-16 | $25,000 | $25,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $21,807 | $21,807 | $21,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,885 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,600 | 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 | $21,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,335 | OverpaymentAmt |
| Applied To ES Tax | $6,400 | AppliedToESTaxAmt |
| Refund | $8,935 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRUSTEE | IndividualWithBooksNm |
| Phone | 5087910901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | 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 | Yes (1) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MELVIN S CUTLER | ||||||||
| PO BOX 16903 | CLEARWATER | FL | 337666903 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERIC MULLIGAN | ||||||||
| C/O CUTLER ASSOC PO BOX 15049 | WORCESTER | MA | 01615 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| DOUGLAS CUTLER | ||||||||
| 1440 SE 15TH STREET | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| ELIZABETH J CUTLER | ||||||||
| PO BOX 96 | EAST ORLAND | ME | 044310096 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| ROBERT ADLER | ||||||||
| C/O SEDER CHANDLER 339 MAIN ST | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| BARBARA CROSBIE | ||||||||
| C/O CUTLER CAPITAL MGMT 306 MAIN ST | WORCESTER | MA | 016081518 | BOARD SECRETARY | 1.00 | $4,000 | $0 | $0 |
| KELLY CUTLER | ||||||||
| C/O CCM 306 MAIN STREET 2ND FL | WORCESTER | MA | 01615 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,335,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $499,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,934,540 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,934,540 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,018 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,740,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $637,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $637,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,265 | TotalTaxAmt |
| Distributable Before Adj | $630,761 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $630,761 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $630,761 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $471,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $630,761 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,264 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $261,382 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $238,003 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $554,649 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $471,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $471,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $159,161 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $159,161 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $395,488 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $395,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $157,485 | ExcessFromYear4Amt |
| Excess From Year3 | $238,003 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELVIN S CUTLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 137 SMALL GRANTS EACH UNDER 1000 ALL TO PUBLIC CHARITIES | |||||||
| 306 MAIN ST | WORCESTER | MA | 01615 | NONE | OTHER PUBLIC CHARITY | GENERAL | $19,482 |
| ABBY'S HOUSE | |||||||
| 52 HIGH ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $12,000 |
| AISH CAMPUS BOSTON | |||||||
| 14 EMBASSY RD | BRIGHTON | MA | 02135 | NONE | OTHER PUBLIC CHARITY | GENERAL | $18,000 |
| AMERICAN FRIENDS OF NATAL INC | |||||||
| 1120 AVENUE OF THE AMERICAS | RENSSELAER | NY | 10036 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| CALVERT STATION | WASHINGTON | DC | 20007 | NONE | OTHER PUBLIC CHARITY | GENERAL | $75,000 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| ANTI-DEFAMATION LEAGUE NE REGION | |||||||
| 40 COURT ST 12 | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | GENERAL | $30,100 |
| ARTS WORCESTER | |||||||
| 44 PORTLAND ST | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $7,275 |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | OTHER PUBLIC CHARITY | GENERAL | $11,738 |
| BIG BROTHER BIG SISTER OF CENTRAL MASS | |||||||
| 484 MAIN ST SUITE 360 | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $5,050 |
| BLUE ANGELS | |||||||
| 1989 MINERAL SPRING AVE | NORTH PROVIDENCE | RI | 02904 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,980 |
| CLARK HILLEL | |||||||
| 950 MAIN ST | WORCESTER | MA | 01610 | NONE | OTHER PUBLIC CHARITY | GENERAL | $15,000 |
| CONCORD LAND CONSERVATION TRUST | |||||||
| SUDBURY RD | CONCORD MA | MA | 01742 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| COPPERHEAD CHARITIES INC | |||||||
| 36750 US HIGHWAY 19 NORTH | PALM HARBOR | FL | 34684 | NONE | OTHER PUBLIC CHARITY | GENERAL | $7,200 |
| DRESS FOR SUCCESS WORCESTER | |||||||
| 484 MAIN ST | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| ECOTARIUM | |||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| GENESIS CLUB INC | |||||||
| 274 LINCOLN ST | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $12,000 |
| GREATER WORCESTER COMMUNITY FOUNDATION | |||||||
| MAIN ST | WORCESTER | MA | 01615 | NONE | OTHER PUBLIC CHARITY | GENERAL | $10,900 |
| JEREMIAHS INN | |||||||
| 1059 MAIN STREET | WORCESTER | MA | 01603 | NONE | OTHER PUBLIC CHARITY | GENERAL | $4,800 |
| JEWISH FEDERATION OF CENTRAL MASS | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,700 |
| JEWISH FEDERATION OF PINELLAS & PASCO COUNTY | |||||||
| 13191 STARKEY ROAD SUITE 8 | LARGO | FL | 33773 | NONE | OTHER PUBLIC CHARITY | GENERAL | $7,200 |
| JEWISH HEALTHCARE CENTER | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,100 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | NONE | OTHER PUBLIC CHARITY | GENERAL | $28,600 |
| MASS AUDUBON BROAD MEADOW BROOK CENTER | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | GENERAL | $67,150 |
| NOTRE DAME HEALTH CARE | |||||||
| 559 PLANTATION ST 555 | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $5,000 |
| OHEL AVRAHAM | |||||||
| P O BOX 95016 | PALATINE | IL | 60095 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| PEF ISRAEL ENDOWMENT FUND | |||||||
| 630 THIRD AVE RM 1500 | NEW YORK | NY | 10017 | NONE | OTHER PUBLIC CHARITY | GENERAL | $42,000 |
| RAINBOW CHILD DEVELOPMENT CENTER | |||||||
| 10 EDWARD ST | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,180 |
| SAINT ANTOINE RESIDENCE | |||||||
| 10 RHODES AVENUE | NORTH SMITHFIELD | RI | 02896 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,000 |
| SALEM COMMUNITY CORP | |||||||
| 70 BRIARWOOD CIR | WORCESTER | MA | 01606 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,055 |
| ST JOHN'S FOOD FOR THE POOR CENTER | |||||||
| 44 TEMPLE ST | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,280 |
| ST PETER'S CATHOLIC CHURCH | |||||||
| 929 MAIN ST | WORCESTER | MA | 01610 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,700 |
| TEMPLE AHAVAT SHALOM | |||||||
| 18200 RINALDI PL | NORTHRIDGE | CA | 91326 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,050 |
| WATER4 MERCY | |||||||
| 3026 OAKMONT DR | CLEARWATER | FL | 33761 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,100 |
| WORCESTER COUNTY FOOD BANK | |||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | NONE | OTHER PUBLIC CHARITY | GENERAL | $8,440 |
| WORCESTER PUBLIC LIBRARY FOUNDATION | |||||||
| SALEM ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| WORCESTER STATE FOUNDATION INC | |||||||
| 486 CHANDLER ST | WORCESTER | MA | 01602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $4,260 |
| WORCESTER STATE UNIVERSITY | |||||||
| 486 CHANDLER ST | WORCESTER | MA | 01602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,160 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 654 MADISON AVENUE 9TH FLR | NEW YORK | NY | 10065 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| AUBURN YOUTH & FAMILY SERVICES | |||||||
| 21 PHEASANT COURT | AUBURN | MA | 01501 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| BROWARD CENTER FOR THE PERFORMING ARTS | |||||||
| 201 SW 5TH AVE | FORT LAUDERDALE | FL | 33312 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,500 |
| CHABAD OF HAMILTON HEIGHTS | |||||||
| 405 WEST 148TH STREET | NEW YORK | NY | 10031 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| DETECTOGETHER | |||||||
| 53 OTIS ST | WESTBOROUGH | MA | 01581 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,000 |
| DISMAS HOUSE | |||||||
| 30 RICHARDS ST | WORCESTER | MA | 01603 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,500 |
| FINDING OUR VOICES | |||||||
| PO BOX 943 | CAMDEN | ME | 04843 | NONE | OTHER PUBLIC CHARITY | GENERAL | $9,000 |
| GRACE CHRISTIAN CHURCH | |||||||
| PO BOX 540184 | WALTHAM | MA | 024540184 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| JEWISH FAMILY & CHILDREN SERVICE INC | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| MISSION FOR HOPE INC | |||||||
| PO BOX 615 | LYNNFIELD | MA | 01915 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| OPEN TABLEORG | |||||||
| 33 MAIN ST | MAYNARD | MA | 01754 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| PROJECT NEW HOPE | |||||||
| 70 JAMES ST 157 | WORCESTER | MA | 01603 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| UMMS HUDSON HOAGLUND SOCIETY | |||||||
| 333 SOUTH STREET | SHREWSBURY | MA | 01545 | NONE | OTHER PUBLIC CHARITY | GENERALGENERAL | $1,000 |
| UNITED WAY OF MASSACHUSETTS BAY & MERRIMACK VALLEY | |||||||
| 9 CHANNEL CENTER ST UNIT 500 | BOSTON | MA | 02210 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| WILLIAM JAMES COLLEGE | |||||||
| 1 WELLS AVENUE | NEWTON | MA | 02459 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,900 |
| WISDOM CIRCLE OUTREACH INC | |||||||
| 6429 NW 50TH ST | LAUDERHIL | FL | 33319 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $471,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $420,294 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,928 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $440,222 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,222 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MELVIN S CUTLER | ||||||
| 1 | PO BOX 16903 | CLEARWATER | FL | 33766 | $467,550 | Yes (X) |
| MELVIN S CUTLER | ||||||
| 2 | PO BOX 16903 | CLEARWATER | FL | 33766 | $1,157,800 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 22,500 SHARES PEOPLES UNITED FINANCIAL INC | $467,550 | 2022-12-08 |
| 2 | 7,000 SHARES ABBVIE INC | $1,157,800 | 2022-12-08 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $782,926 | EOYBookValueAmt |
| EOYFMV | $796,864 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $9,536,156 | EOYBookValueAmt |
| EOYFMV | $8,989,981 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $851,101 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $865,979 | 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 | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,084,143 | BookValueAmt |
| EOYFMV | $1,939,581 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $15,331 | EOYBookValueAmt |
| EOYFMV | $15,331 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS FILING FEE | $250 | $250 | $0 |
| BANK SERVICE CHARGES | $930 | $931 | $0 |
| OFFICE SUPPLIES | $402 | $0 | $0 |
| ENERGY TRANSFER LP K-1 | $47,552 | $47,552 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAYABLE | Desc |
| BOY Book Value | $14,157 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $39,860 | Amt |
| Net Investment Income | $39,860 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $6,274 | $0 | $0 |
| FOREIGN TAX | $2,860 | $2,860 | $0 |