BAY STATE FEDERAL SAVINGS CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BAY STATE FEDERAL SAVINGS CHARITABLE FOUNDATION (EIN 04-3415547)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-01
- IRS object ID
- 202220919349100317
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-01T13:26:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 175 FEDERAL STREET SUITE 970 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-03-22 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 6175563900 | PhoneNum |
| Preparation | 2022-03-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,209,008 | 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 | $796 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $796 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $226,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $226,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,198,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,326,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,198,979 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,426,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,426,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $228,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $228,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $152,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,203 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,134 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $80 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $80 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,153 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,055 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,935 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $405,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,911 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $330,199 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $442,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $442,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $847,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,911 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $772,649 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $578,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,342,471 | 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 | $852,137 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $969,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $969,065 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,353,023 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,818,111 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,818,111 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $411,831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $420,832 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $420,832 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,617,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,209,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,209,008 | 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 | $13,617,991 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,209,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,617,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,209,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,617,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,209,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,617,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $578,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,012,380 | OtherIncreasesAmt |
| Subtotal | $16,209,008 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,209,008 | 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 | $3,314,068 | $2,127,438 | $1,186,630 | $1,186,630 | |
| Capital Gains Dividends | $12,349 | $12,349 | $12,349 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,198,979 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,360 | 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 | $13,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $77 | EsPenaltyAmt |
| Tax Due | $5,377 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Brenda T Harrington | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Director | 1.00 | $5,000 | $0 | $0 |
| Denise M Renaghan | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | President/Director | 30.00 | $85,000 | $88,600 | $0 |
| Michael O Gilles | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Treasurer/Director | 5.00 | $10,000 | $10,000 | $0 |
| Anthony Caruso | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Secretary/Director | 5.00 | $15,000 | $15,000 | $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 |
|---|---|---|---|---|---|
| US Trust | |||||
| PO Box 830269 | Dallas | TX | 75283 | Investment Management | $78,853 |
| Joan Murphy | |||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Community Liaison | $70,000 |
| 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 | $14,084,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $883,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,968,786 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,968,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,744,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $737,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $737,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,660 | TotalTaxAmt |
| Distributable Before Adj | $718,553 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $718,553 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $718,553 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $772,649 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $772,649 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $718,553 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,916 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,276 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,472 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,505 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $180,169 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $772,649 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $718,553 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,096 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $234,265 | 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 | $30,916 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $203,349 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,276 | ExcessFromYear4Amt |
| Excess From Year3 | $47,472 | ExcessFromYear3Amt |
| Excess From Year2 | $77,505 | ExcessFromYear2Amt |
| Excess From Current Year | $54,096 | 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 |
| 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 (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS Association Florida Chapter | |||||||
| 3242 Parkside Center Circle | Tampa | FL | 33619 | N/A | PC | General Operating Support | $1,000 |
| Alzheimer's Association | |||||||
| 480 Pleasant Street | Watertown | MA | 02472 | N/A | PC | General Operating Support | $2,500 |
| American Cancer Society | |||||||
| 30 Speen Street | Framingham | MA | 01701 | 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 | |||||||
| 1759 R Street NW | Washington | DC | 200092552 | N/A | PC | General Operating Support | $250 |
| American Red Cross | |||||||
| 431 18th Street NW | Washington | DC | 20006 | N/A | PC | General Operating Support | $6,500 |
| Archdiocese for the Military Services | |||||||
| PO Box 4469 | Washington | DC | 20017 | N/A | PC | General Operating Support | $5,000 |
| Asian Task Force Against Domestic Violence | |||||||
| PO Box 120108 | Boston | MA | 02112 | N/A | PC | General Operating Support | $2,500 |
| Berkshire Hills Music Academy | |||||||
| 48 Woodbridge Street | South Hadley | MA | 01075 | N/A | PC | General Operating Support | $1,500 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Brookline Avenue | Boston | MA | 02215 | N/A | PC | General Operating Support | $2,500 |
| Boston Chinatown Neighborhood Center | |||||||
| 885 Washington Street | Boston | MA | 02111 | N/A | PC | General Operating Support | $1,000 |
| Boston Junior Eagles Inc | |||||||
| PO Box 920358 | Needham | MA | 02492 | N/A | PC | General Operating Support | $500 |
| 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 | $750 |
| 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 | $7,500 |
| Brotherhood of Hope | |||||||
| PO Box 200057 | Boston | MA | 02120 | N/A | PC | General Operating Support | $1,000 |
| Camp Harbor View Foundation | |||||||
| 200 Clarendon Street 60th Floor | Boston | MA | 02116 | N/A | PC | General Operating Support | $2,000 |
| Cape Cod Healthcare Foundation | |||||||
| 25 Communication Way | Hyannis | MA | 02601 | N/A | PC | General Operating Support | $1,500 |
| 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 | $10,000 |
| Catholic Memorial School | |||||||
| 235 Baker Street | West Roxbury | MA | 02132 | N/A | PC | General Operating Support | $4,000 |
| 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 | $750 |
| Charles River Center | |||||||
| 59 East Militia Heights Drive | Needham | MA | 02492 | N/A | PC | General Operating Support | $1,250 |
| 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 |
| 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 | $1,500 |
| Cooley's Anemia Foundation | |||||||
| 330 Seventh Avenue Suite 200 | New York | NY | 10001 | N/A | PC | General Operating Support | $2,000 |
| Cops for Kids with Cancer | |||||||
| PO Box 850956 | Braintree | MA | 02185 | N/A | PC | General Operating Support | $750 |
| Cotting School Inc | |||||||
| 453 Concord Avenue | Lexington | MA | 02421 | N/A | PC | General Operating Support | $1,500 |
| Covenant House | |||||||
| 461 Eighth Avenue | New York | NY | 10001 | N/A | PC | General Operating Support | $1,250 |
| 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 |
| Cystic Fibrosis Foundation | |||||||
| 6931 Arlington Road Suite 200 | Bethesda | MD | 20814 | N/A | PC | General Operating Support | $2,000 |
| Dana Farber Cancer Institute | |||||||
| 450 Brookline Avenue | Boston | MA | 02215 | N/A | PC | General Operating Support | $1,500 |
| Dedham Food Pantry | |||||||
| PO Box 46 | Dedham | MA | 02027 | N/A | PC | General Operating Support | $5,000 |
| Dedham Historical Society | |||||||
| PO Box 215 | Dedham | MA | 02027 | N/A | PC | General Operating Support | $500 |
| Doctors Without Borders | |||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | N/A | PC | General Operating Support | $2,500 |
| Dove Inc | |||||||
| PO Box 690267 | Quincy | MA | 02269 | N/A | PC | General Operating Support | $5,000 |
| Dream Big Inc | |||||||
| 281 Needham Street 202 | Newton | MA | 02464 | N/A | PC | General Operating Support | $1,000 |
| Easter Seals of Massachusetts | |||||||
| 484 Main Street Suite 600 | Worcester | MA | 01608 | N/A | PC | General Operating Support | $2,500 |
| 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 | $3,000 |
| English at Large | |||||||
| 800 W Cummings Park Suite 550 | Woburn | MA | 01801 | N/A | PC | General Operating Support | $2,000 |
| Eternal World Television Network | |||||||
| 5817 Old Leeds Road | Irondale | AL | 35210 | N/A | PC | General Operating Support | $2,500 |
| Exponent Philanthopy - Assoc of Small Foundations | |||||||
| 1720 N Street NW | Washington | DC | 20036 | N/A | PC | General Operating Support | $750 |
| Father Bill's & Main Spring | |||||||
| 430 Belmont Street | Brockton | MA | 02301 | N/A | PC | General Operating Support | $2,500 |
| Fisher House of Boston | |||||||
| PO Box 230 | South Walpole | MA | 02071 | N/A | PC | General Operating Support | $5,000 |
| Franciscan Hospital for Children | |||||||
| 30 Warren Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $2,500 |
| Franciscan Missionary Sisters for Africa | |||||||
| 172 Foster Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $5,000 |
| Friends of Sherborn Council on Aging | |||||||
| PO Box 271 | Sherborn | MA | 01770 | N/A | PC | General Operating Support | $2,000 |
| Friends of Thai Daughters Inc | |||||||
| PO Box 370 | Trevett | ME | 04571 | N/A | PC | General Operating Support | $2,500 |
| Friends of the Orphans NPH USA | |||||||
| 134 North La Salle Street Suite 500 | Chicago | IL | 60602 | N/A | PC | General Operating Support | $500 |
| Goddard House | |||||||
| 165 Chestnut Street | Brookline | MA | 02445 | N/A | PC | General Operating Support | $1,500 |
| Greater Boston Food Bank | |||||||
| 70 S Bay Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Habitat for Humanity - Greater Boston | |||||||
| 240 Commercial Street | Boston | MA | 02109 | N/A | PC | General Operating Support | $500 |
| Habitat for Humanity International | |||||||
| 322 West Lamar Street | Americus | GA | 31709 | N/A | PC | General Operating Support | $5,000 |
| Hale-Barnard Corporation | |||||||
| 273 Clarendon Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $500 |
| Holy Trinity Armenian Church | |||||||
| 145 Brattle Street | Cambridge | MA | 02138 | N/A | PC | General Operating Support | $500 |
| Home for Little Wanderers | |||||||
| 10 Guest Street Suite 3 | Boston | MA | 02135 | N/A | PC | General Operating Support | $1,500 |
| 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 |
| 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 | $1,500 |
| Interfaith Social Services | |||||||
| 105 Adams Street | Quincy | MA | 02169 | N/A | PC | General Operating Support | $8,000 |
| 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 | $3,000 |
| John M Barry Boys & Girls Club | |||||||
| 675 Watertown Street | Newton | MA | 02460 | N/A | PC | General Operating Support | $1,000 |
| Kahn Academy | |||||||
| PO Box 1630 | Mountain View | CA | 94042 | N/A | PC | General Operating Support | $3,000 |
| KeepSmilin4Abbie Foundation | |||||||
| 31 Forest Lane | Hopkinton | MA | 01748 | N/A | PC | General Operating Support | $1,000 |
| 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 | $4,250 |
| Marblehead Counseling Center | |||||||
| 66 Clifton Avenue | Marblehead | MA | 01945 | N/A | PC | General Operating Support | $750 |
| Marian Manor | |||||||
| 33 Summer Street | Taunton | MA | 02780 | N/A | PC | General Operating Support | $3,500 |
| Marine Toys for Tots Foundation | |||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 22172 | N/A | PC | General Operating Support | $2,500 |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | N/A | PC | General Operating Support | $6,250 |
| Matthew C Sellitto Foundation | |||||||
| PO Box 1 | New Vernon | NJ | 07976 | N/A | PC | General Operating Support | $5,000 |
| Mission of Deeds | |||||||
| 6 Chapin Avenue | Reading | MA | 01867 | N/A | PC | General Operating Support | $5,000 |
| Muscular Dystrophy Association Inc | |||||||
| 222 S Riverside Plaza Suite 1500 | Chicago | IL | 60606 | N/A | PC | General Operating Support | $750 |
| My Brothers Keeper Inc | |||||||
| PO Box 338 | North Easton | MA | 02356 | N/A | PC | General Operating Support | $5,000 |
| Naples Community Hospital Foundation | |||||||
| PO Box 413029 | Naples | FL | 34101 | N/A | PC | General Operating Support | $2,500 |
| Naples Senior Center | |||||||
| 5025 Castello Drive | Naples | FL | 34103 | N/A | PC | General Operating Support | $1,500 |
| National Kidney Foundation | |||||||
| 30 E 33rd Street | New York | NY | 10016 | N/A | PC | General Operating Support | $2,500 |
| National Multiple Sclerosis Society | |||||||
| 733 Third Avenue 3rd Floor | New York | NY | 10017 | N/A | PC | General Operating Support | $3,000 |
| National Ovarian Cancer Coalition | |||||||
| 2501 Oak Lawn Avenue Suite 435 | Dallas | TX | 75219 | N/A | PC | General Operating Support | $2,500 |
| Neighborhood Health Clinic Inc | |||||||
| 121 Goodlette Road North | Naples | FL | 34102 | N/A | PC | General Operating Support | $1,500 |
| Neurofibromatosis Inc Northeast | |||||||
| 9 Bedford Street | Burlington | MA | 01803 | N/A | PC | General Operating Support | $1,000 |
| 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 | $2,500 |
| Norwood High School | |||||||
| 245 Nichols Street | Norwood | MA | 02062 | N/A | GOV | General Operating Support | $500 |
| 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 | $3,000 |
| One Mission Inc | |||||||
| 1881 Worcester Road Suite 204 | Framingham | MA | 01701 | N/A | PC | General Operating Support | $1,500 |
| Operation Smile Inc | |||||||
| 3641 Faculty Blvd | Virginia Beach | VA | 23453 | N/A | PC | General Operating Support | $750 |
| Our Lady of Perpetual Help Mission Grammar School | |||||||
| 94 St Alphonsus Street | Roxbury | MA | 02120 | N/A | PC | General Operating Support | $1,000 |
| Pan Mass Challenge | |||||||
| 77 4th Avenue | Needham Heights | MA | 02494 | N/A | PC | General Operating Support | $1,500 |
| 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 | $1,000 |
| Perkins School for the Blind | |||||||
| 175 North Beacon Street | Watertown | MA | 02472 | N/A | PC | General Operating Support | $1,500 |
| 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 | $10,000 |
| 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 | $3,000 |
| Project Place | |||||||
| 1145 Washington Street | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,500 |
| Pulmonary Fibrosis Foundation | |||||||
| 230 East Ohio Street No 304 | Chicago | IL | 60611 | N/A | PC | General Operating Support | $750 |
| Regina Cleri (Archdiocese of Boston) | |||||||
| PO Box 9134 | Canton | MA | 02021 | N/A | PC | General Operating Support | $1,500 |
| Riverside Community Care | |||||||
| 270 Bridge Street Suite 301 | Dedham | MA | 02026 | N/A | PC | General Operating Support | $6,500 |
| Rodman Ride for Kids | |||||||
| 10 Lincoln Road | Foxboro | MA | 02035 | N/A | PC | General Operating Support | $2,500 |
| Rosie's Place | |||||||
| 889 Harrison Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $5,000 |
| Sacred Heart Parish aka Divine Mercy Parish | |||||||
| 386 Hancock Street | Quincy | MA | 02171 | N/A | PC | General Operating Support | $3,500 |
| Saint Joseph Parish Schools | |||||||
| 1382 Highland Avenue | Needham | MA | 02492 | N/A | PC | General Operating Support | $4,000 |
| Saint Joseph Preparatory High School | |||||||
| 637 Cambridge Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $1,500 |
| Samaritans Purse | |||||||
| PO Box 3000 | Boone | NC | 28607 | N/A | PC | General Operating Support | $5,000 |
| Samaritans | |||||||
| 41 West Street Floor 4 | Boston | MA | 02111 | N/A | PC | General Operating Support | $2,000 |
| 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 | E 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 | $1,000 |
| Smile Train | |||||||
| 41 Madison Avenue | New York | NY | 10010 | 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 | $4,000 |
| Somerville Homeless Coalition | |||||||
| 1 Davis Square | 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 | SO I | General Operating Support | $3,000 |
| St Boniface Haiti Foundation | |||||||
| 40 Glen Avenue | Newton | MA | 02459 | N/A | PC | General Operating Support | $5,000 |
| St Catherine's of Siena School | |||||||
| 249 Nathan Street | Norwood | MA | 02062 | N/A | PC | General Operating Support | $1,250 |
| St Finbarr Catholic Church | |||||||
| 13520 Tamiami Trail E | Naples | FL | 34114 | N/A | PC | General Operating Support | $5,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $7,000 |
| St Jude Childrens Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | N/A | PC | General Operating Support | $1,000 |
| 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 | $1,000 |
| Susan G Komen Foundation | |||||||
| 5005 LBJ Freeway Suite 526 | Dallas | TX | 75244 | N/A | PC | General Operating Support | $500 |
| Team Heart Inc | |||||||
| PO Box 446 | Milton | MA | 02186 | N/A | PC | General Operating Support | $1,000 |
| Teen Challenge NE | |||||||
| 1315 Main Street | Brockton | MA | 02301 | N/A | PC | General Operating Support | $1,500 |
| The Carmelite Ministry of St Teresa | |||||||
| 1230 Kavanaugh Place | Wauwatosa | WI | 53213 | N/A | PC | General Operating Support | $1,500 |
| The Guild for Human Services | |||||||
| 521 Virginia Road | Concord | MA | 01742 | N/A | PC | General Operating Support | $2,500 |
| The Leukemia & Lymphoma Society | |||||||
| 3 International Drive Suite 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 | $500 |
| The Salvation Army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22314 | N/A | PC | General Operating Support | $2,500 |
| The Shelter for Abused Women & Children Inc | |||||||
| PO Box 10102 | Naples | FL | 34101 | N/A | PC | General Operating Support | $5,000 |
| The Sisters of Notre Dame de Namur | |||||||
| 30 Jeffreys Neck Road | Ipswich | MA | 01938 | N/A | PC | General Operating Support | $5,000 |
| The Women's Lunch Place | |||||||
| 67 Newbury Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $2,500 |
| Tommy's Place Foundation | |||||||
| 90 Shore Avenue | Quincy | MA | 02169 | N/A | PC | General Operating Support | $1,500 |
| Tutoring Plus of Cambridge Inc | |||||||
| 225 Windsor Street | Cambridge | MA | 02139 | N/A | PC | General Operating Support | $750 |
| Twin to Twin Transfusion Syndrome Foundation Inc | |||||||
| 411 Longbeach Parkway | Bay Village | OH | 44140 | N/A | PC | General Operating Support | $500 |
| United Service Organizations Inc | |||||||
| 2111 Wilson Boulevard Suite 1200 | Arlington | VA | 22201 | N/A | PC | General Operating Support | $1,000 |
| United Way of Kentucky | |||||||
| PO Box 4653 | Louisville | KY | 40204 | N/A | PC | General Operating Support | $5,000 |
| Walpole Community Food Pantry | |||||||
| PO Box 43 | Walpole | MA | 02081 | N/A | PC | General Operating Support | $5,000 |
| Walpole High School | |||||||
| 275 Common Street | Walpole | MA | 02081 | N/A | GOV | General Operating Support | $500 |
| Walpole Public Schools | |||||||
| 135 School Street | Walpole | MA | 02081 | N/A | GOV | General Operating Support | $450 |
| 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 | $1,500 |
| Xaverian Brothers High School | |||||||
| 800 Clapboardtree Street | Westwood | MA | 02090 | N/A | PC | General Operating Support | $500 |
| Young Life Boston Southwest | |||||||
| 314 North Street | Walpole | MA | 02081 | N/A | PC | General Operating Support | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $442,450 | 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 | $796 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,198,979 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,426,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,426,382 | 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 | $4,950 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (159 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1004.946 units Clorox Co | $175,222 | $175,222 |
| 256.000 units Corteva Inc | $12,104 | $12,104 |
| 256.000 units Dow Inc | $14,520 | $14,520 |
| 257.293 units Dupont De Nemours Inc | $20,784 | $20,784 |
| 1000.000 units IBM Corp | $133,660 | $133,660 |
| 6000.000 units KKR & Co Inc | $447,000 | $447,000 |
| 200.000 units Kyndryl Holdings Inc. | $3,620 | $3,620 |
| 225.000 units McDonalds Corp | $60,316 | $60,316 |
| 10000.000 units Merck & Co | $76,640 | $76,640 |
| 1540.000 units Nvidia Corp | $452,929 | $452,929 |
| 100.000 units Organon & Co. | $3,045 | $3,045 |
| 565.000 units Salesforce.com Inc | $143,583 | $143,583 |
| 1006.527 units Texas Instruments Inc | $189,700 | $189,700 |
| 1540.000 units Thermo Fisher Scientific | $1,027,550 | $1,027,550 |
| 80.000 units 3M Company | $14,210 | $14,210 |
| 1750 units Ally Financial Inc | $83,318 | $83,318 |
| 250 units Amazon.com | $833,585 | $833,585 |
| 5600 units Apple Inc | $994,392 | $994,392 |
| 3000 units Bank of America Corp | $133,470 | $133,470 |
| 10000 units Brookline Bancorp Inc | $161,900 | $161,900 |
| 1500 units Cambridge Bancorp | $140,385 | $140,385 |
| 1000 units Citigroup Inc | $60,390 | $60,390 |
| 4000 units Citizens Financial Group | $189,000 | $189,000 |
| 6000 units Eastern Bankshares Inc | $121,020 | $121,020 |
| 2500 units Independent Bank Corp | $203,825 | $203,825 |
| 1000 units JP Morgan Chase & Co | $158,350 | $158,350 |
| 2500 units Microsoft Corp | $840,800 | $840,800 |
| 1000 units Morgan Stanley | $98,160 | $98,160 |
| 20000 units New York Community Bancorp | $244,200 | $244,200 |
| 8000 units People's United Financial | $142,560 | $142,560 |
| 750 units PNC Financial Services Group | $150,390 | $150,390 |
| 4000 units Washington Trust Bancorp | $225,480 | $225,480 |
| 2150 units Wells Fargo & Co | $103,157 | $103,157 |
| 244 units Blackrock Inc | $223,397 | $223,397 |
| 1158 units Paypal Holdings Inc | $218,376 | $218,376 |
| 76 units Alphabet Inc Cl C | $219,913 | $219,913 |
| 76 units Alphabet Inc Cl A | $220,175 | $220,175 |
| 1771 units iShares Core MSCI Emerging Markets ETF | $106,012 | $106,012 |
| 846 units Vanguard Small Cap Value ETF | $151,307 | $151,307 |
| 220 units Home Depot Inc | $91,302 | $91,302 |
| 253 units McDonalds Corp | $67,822 | $67,822 |
| 473 units Restaurant Brands Intl | $28,952 | $28,952 |
| 565 units Starbucks Corp | $66,088 | $66,088 |
| 255 units Target Corp | $59,017 | $59,017 |
| 765 units TJX | $58,079 | $58,079 |
| 827 units Coca Cola Co | $48,967 | $48,967 |
| 424 untis General Mills Inc | $28,569 | $28,569 |
| 193 units Kimberly Clark Corp | $27,804 | $27,804 |
| 282 units Pepsico Inc | $49,289 | $49,289 |
| 508 units Philip Morris Intl Inc | $48,895 | $48,895 |
| 403 units Procter & Gamble Co | $65,923 | $65,923 |
| 266 units Walmart Inc | $38,634 | $38,634 |
| 516 units Chevron Corp | $60,553 | $60,553 |
| 754 units Exxon Mobil Corp | $46,137 | $46,137 |
| 65 units Blackrock Inc | $59,511 | $59,511 |
| 532 units Blackstone Group Inc | $68,835 | $68,835 |
| 630 units Citigroup Inc | $38,046 | $38,046 |
| 2717 units Huntington Bancshares Inc | $42,317 | $42,317 |
| 528 units JP Morgan Chase & Co | $83,609 | $83,609 |
| 607 units Morgan Stanley | $59,583 | $59,583 |
| 239 units Prudential Financial Inc | $25,869 | $25,869 |
| 1026 units Truist Financial Corp | $60,072 | $60,072 |
| 239 units Abbott Labs | $41,237 | $41,237 |
| 493 units Abbvie Inc | $66,752 | $66,752 |
| 118 units Amgen Inc | $26,547 | $26,547 |
| 604 units Bristol Myers Squibb Co | $37,659 | $37,659 |
| 568 units CVS Health Corp | $58,595 | $58,595 |
| 217 units Eli Lilly & Co | $59,940 | $59,940 |
| 439 units Johnson & Johnson | $75,100 | $75,100 |
| 667 units Merck & Co Inc | $51,579 | $51,579 |
| 1313 units Pfizer Inc | $77,533 | $77,533 |
| 104 units UnitedHealth Group Inc | $52,223 | $52,223 |
| 352 units Eaton Corp PLC | $60,833 | $60,833 |
| 465 units Emerson Elec Co | $43,231 | $43,231 |
| 157 units Honeywell Intl Inc | $32,736 | $32,736 |
| 125 units Lockheed Martin Corp | $44,426 | $44,426 |
| 411 units Raytheon Technologies | $35,371 | $35,371 |
| 188 units Union Pacific Corp | $47,363 | $47,363 |
| 302 units UPS Inc | $64,731 | $64,731 |
| 170 units Accenture PLC | $70,473 | $70,473 |
| 394 units Analog Devices Inc | $69,253 | $69,253 |
| 1498 units Apple Inc | $266,000 | $266,000 |
| 118 units Broadcom Inc | $78,518 | $78,518 |
| 1210 units Cisco Systems Inc | $76,678 | $76,678 |
| 575 Intel Corp | $29,612 | $29,612 |
| 295 units IBM | $39,430 | $39,430 |
| 0.600 units Kyndryl Holdings Inc | $11 | $11 |
| 188 units Mastercard Inc | $67,552 | $67,552 |
| 279 units Microchip Technology Inc | $24,290 | $24,290 |
| 728 units Microsoft Corp | $244,841 | $244,841 |
| 334 units Texas Instruments Inc | $62,949 | $62,949 |
| 299 units Visa Inc | $64,796 | $64,796 |
| 152 units Air Prods & Chems Inc | $46,476 | $46,476 |
| 647 units Dow Inc | $36,698 | $36,698 |
| 288 units Crown Castle Intl Corp | $60,117 | $60,117 |
| 230 units Digital Rlty TR Inc | $40,947 | $40,947 |
| 577 units Activision Blizzard Inc | $38,388 | $38,388 |
| 2070 units AT&T Inc | $50,922 | $50,922 |
| 1501 units Comcast Corp | $75,545 | $75,545 |
| 1098 units Verizon Communications | $57,052 | $57,052 |
| 1250 units Viacom CBS Inc | $38,000 | $38,000 |
| 529 units American Electric Power Inc | $47,065 | $47,065 |
| 597 units Dominion Energy Inc | $46,900 | $46,900 |
| 173 units Sempra Energy | $23,075 | $23,075 |
| 28 units Amazon.com Inc | $93,362 | $93,362 |
| 368 units Aptiv PLC | $60,702 | $60,702 |
| 242 units Daimler A EUR Par | $18,637 | $18,637 |
| 83 units Hilton Worldwide Holdings Inc | $12,947 | $12,947 |
| 415 units LVMH Moet Hennessy | $68,682 | $68,682 |
| 20 units Tesla Inc | $21,136 | $21,136 |
| 82 units Volkwagen AG | $16,515 | $16,515 |
| 165 units Diageo PLC | $36,323 | $36,323 |
| 375 units Nestle SA | $52,301 | $52,301 |
| 243 units Procter & Gamble Co | $39,750 | $39,750 |
| 375 units Chevron Corp | $44,006 | $44,006 |
| 535 units Devon Energy Corp | $23,567 | $23,567 |
| 55 units Generac Holdings Inc | $19,356 | $19,356 |
| 496 units Royal Dutch Shell | $21,502 | $21,502 |
| 161 units Berkshire Hathaway Inc | $48,139 | $48,139 |
| 71 units Blackrock Inc | $65,005 | $65,005 |
| 378 units Blackstone Group Inc | $48,909 | $48,909 |
| 798 units Citigroup Inc | $48,191 | $48,191 |
| 1783 units DBS Group Holdings | $43,195 | $43,195 |
| 345 units Morgan Stanley | $33,865 | $33,865 |
| 67 units S&P Global Inc | $31,619 | $31,619 |
| 316 units Transunion | $37,471 | $37,471 |
| 315 units Abbott Labs | $44,333 | $44,333 |
| 1111 units Boston Scientific Corp | $47,195 | $47,195 |
| 37 units Dexcom Inc | $19,867 | $19,867 |
| 89 units Repligen Corp | $23,571 | $23,571 |
| 74 units Roche Holdings AG-Genusschein | $30,701 | $30,701 |
| 95 units UnitedHealth Group Inc | $47,703 | $47,703 |
| 171 units Airbus SE | $21,850 | $21,850 |
| 468 units Atlas Copco AB | $32,348 | $32,348 |
| 107 units Eaton PLC | $18,492 | $18,492 |
| 206 units Fanuc Corp | $43,558 | $43,558 |
| 343 units Fortive Corp | $26,167 | $26,167 |
| 385 units Johnson Controls | $31,435 | $31,435 |
| 62 units Adobe Inc | $35,158 | $35,158 |
| 439 units Apple Inc | $77,953 | $77,953 |
| 80 units ASML Holdings NV | $63,691 | $63,691 |
| 97 units Broadcom Inc | $64,545 | $64,545 |
| 840 units Dassault Systemes | $49,969 | $49,969 |
| 79 units Keyence Corp | $49,524 | $49,524 |
| 122 units Mastercard Inc | $43,837 | $43,837 |
| 341 units Microsoft Corp | $114,685 | $114,685 |
| 202 units Nidec Corp | $23,686 | $23,686 |
| 182 units NXP Semiconductors NV | $41,558 | $41,558 |
| 121 units SEA Ltd | $27,069 | $27,069 |
| 20 units Shopify Inc | $27,548 | $27,548 |
| 373 units Taiwan Semiconductor MFG LTD | $45,061 | $45,061 |
| 1080 units BHP Group LTD | $32,214 | $32,214 |
| 1160 units Freeport-McMoran Inc | $48,407 | $48,407 |
| 167 units Prologis Inc | $28,116 | $28,116 |
| 206 units Vonovia SE | $11,334 | $11,334 |
| 27 units Alphabet Inc | $78,220 | $78,220 |
| 174 units Walt Disney Co | $26,951 | $26,951 |
| 103 units Meta Platforms Inc | $34,644 | $34,644 |
| 726 units Nextera Energy Inc | $67,779 | $67,779 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 6000.747 units Vanguard/Wellesley Income Fund Admiral | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $420,832 | BookValueAmt |
| EOYFMV | $420,832 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expenses | $10,726 | $0 | $10,726 |
| Insurance | $3,704 | $0 | $3,704 |
| Accrual to Cash Adjustment | $1,505 | $0 | $1,505 |
| Accrual to Cash Adjustment (excise taxes) | -$8,815 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains/Losses on Investments | Desc |
| Amt | $2,012,380 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management | $79,203 | $79,203 | $0 |
| Contracted Services | $3,134 | $0 | $3,134 |
| Community Liaison | $70,000 | $0 | $70,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $10,055 | $0 | $10,055 |
| Foreign Taxes | $2,153 | $2,153 | $0 |