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ISLAND FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ISLAND FOUNDATION INC (EIN 04-2670567)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349101735
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T08:50:20-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043027605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAMET & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024672111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042670567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISLAND FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlISLABusinessNameControlTxt
Phone5087482809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOLIVER MOOREPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5087482809PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstOLIVERPersonFirstNm
Person LastMOOREPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIE K DELUCA CPAPreparerPersonNm
PTINP01330237PTIN
Phone6177311222PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$63,151,787FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$23,567InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,567InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$23,567InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,679,456DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,679,456DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,679,456DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,401,183NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,216,833GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,401,183CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,104,206TotalRevAndExpnssAmt
Total Net Invst Incm$4,104,206TotalNetInvstIncmAmt
Total Adj Net Incm$1,703,023TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$138,222CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,822CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$124,400CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$181,962OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$18,196OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$163,766OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$143,175PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$14,318PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$128,857PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,085LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$543LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$542LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,375AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$42,044OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,204OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,840OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$121,059TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,105TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$108,954TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$9,131DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$8,936DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$8,403OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$840OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$7,563OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,907TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,907TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$43,697OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,370OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$39,327OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$705,435TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$109,773TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,936TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$586,531TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,499,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,499,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,204,435TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$109,773TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,936TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,085,531TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$899,771ExcessRevenueOverExpensesAmt
Net Investment Income$3,994,433NetInvestmentIncomeAmt
Adjusted Net Income$1,694,087AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,024,047SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,627,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,627,000SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$5,675PrepaidExpensesBOYAmt
Prepaid Expenses EOY$14,943PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$14,943PrepaidExpensesEOYFMVAmt
Other Investments BOY$57,758,390OtherInvestmentsBOYAmt
Other Investments EOY$61,351,185OtherInvestmentsEOYAmt
Other Investments EOYFMV$61,351,185OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$355,544LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$227,236LandBldgEquipAccumDeprecAmt
Land BOY$133,880LandBOYAmt
Land EOY$128,308LandEOYAmt
Land EOYFMV$128,308LandEOYFMVAmt
Other Assets BOY$20,401OtherAssetsBOYAmt
Other Assets EOY$30,351OtherAssetsEOYAmt
Other Assets EOYFMV$30,351OtherAssetsEOYFMVAmt
Total Assets BOY$59,942,393TotalAssetsBOYAmt
Total Assets EOY$63,151,787TotalAssetsEOYAmt
Total Assets EOYFMV$63,151,787TotalAssetsEOYFMVAmt
Accounts Payable BOY$46,862AccountsPayableBOYAmt
Accounts Payable EOY$50,741AccountsPayableEOYAmt
Grants Payable BOY$20,000GrantsPayableBOYAmt
Grants Payable EOY$10,000GrantsPayableEOYAmt
Other Liabilities BOY$149,196OtherLiabilitiesBOYAmt
Other Liabilities EOY$227,629OtherLiabilitiesEOYAmt
Total Liabilities BOY$216,058TotalLiabilitiesBOYAmt
Total Liabilities EOY$288,370TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$59,726,335NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$62,863,417NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$59,726,335TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$62,863,417TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$59,942,393TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$63,151,787TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$59,726,335TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$899,771ExcessRevenueOverExpensesAmt
Other Increases$2,237,311OtherIncreasesAmt
Subtotal$62,863,417SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$62,863,417TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 6556P$2,841,757$2,330,815$510,942$510,942
CHARLES SCHWAB 6556P$14,300,076$12,409,835$1,890,241$1,890,241
CHARLES SCHWAB 0620P$75,000$75,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$2,401,183CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$510,942NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$55,523InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$55,523SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$55,523TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,288EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$65,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$82,288TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$519EsPenaltyAmt
Overpayment$26,246OverpaymentAmt
Applied To ES Tax$26,246AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ISLANDFDN.ORGWebsiteAddressTxt
Individual With BooksOLIVER MOORE TREASURERIndividualWithBooksNm
Phone5087482809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HANNAH MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DOUGLAS WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DENISE PORCHE
589 MILL STREET PO BOX 1605MARIONMA02738ASST CLERK/EXEC DIRECTOR40.00$138,222$20,733$0
ELEANOR EVANS
589 MILL STREET PO BOX 1605MARIONMA02738CLERK0.00$0$0$0
KATHARINE CLARK
589 MILL STREET PO BOX 1605MARIONMA02738VICE PRESIDENT5.00$0$0$0
KIM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DAVID CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
CHRISTOPHER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
MICHAEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
OLIVER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738TREASURER5.00$0$0$0
SAMUEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HANNAH NESBEDA
589 MILL STREET PO BOX 1605MARIONMA02738PRESIDENT5.00$0$0$0
JOANN WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HELEN TUPPER
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
STEPHEN CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
JACKSON MATTHEWS
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S PRIORITIES FALL WITHIN FOUR MAJOR CATEGORIES - ENVIRONMENT, NEW BEDFORD, ALTERNATIVE EDUCATION AND WOMEN & GIRLS. IN EXCESS OF 125 CHARITABLE ORGANIZATIONS RECEIVED GRANTS IN 2021.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$60,510,788AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,824,733AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$62,335,521TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$62,335,521AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$935,033CashDeemedCharitableAmt
Net Vl Noncharitable Assets$61,400,488NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,070,024MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,070,024MinimumInvestmentReturnAmt
Tax Based On Investment Income$55,523TaxBasedOnInvestmentIncomeAmt
Total Tax$55,523TotalTaxAmt
Distributable Before Adj$3,014,501DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,014,501DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,014,501DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,085,531ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,085,531QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,014,501DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$252,691ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$244,031ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$261,264ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$527,764ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$90,513ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,376,263TotalExcessDistributionCyovAmt
Qualifying Distributions$3,085,531QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,014,501AppliedToCurrentYearAmt
Remaining Distri From Corpus$71,030RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,447,293TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$252,691ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,194,602ExcessDistriCyovToNextYrAmt
Excess From Year4$244,031ExcessFromYear4Amt
Excess From Year3$261,264ExcessFromYear3Amt
Excess From Year2$527,764ExcessFromYear2Amt
Excess From Year1$90,513ExcessFromYear1Amt
Excess From Current Year$71,030ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDENISE PORCHERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5087482809RecipientPhoneNum
Form And Info And MaterialsAPPLYING IS A TWO-STEP PROCESS - A LETTER OF INQUIRY OR PHONE CALL AND SENDING THE FOUNDATION A FULL PROPOSAL. INCLUDE WITH LETTER OF INQUIRY A DESCRIPTION OF THE PROJECT, OR CALL THE FOUNDATION TO DISCUSS THE PROJECT IDEA. INCLUDE WITH THE PROPOSAL A COVER LETTER THAT SPECIFIES THE AMOUNT OF FUNDING SOUGHT, SUMMARY OF THE PROPOSAL IDEA, PRODUCTS AND TIMEFRAME. THREE TO FIVE PAGES WHICH BRIEFLY DESCRIBE THE HISTORY OF THE ORG., PROJECT GOALS, METHODS FOR REACHING GOALS, NEED FOR THE PROJECT, QUALIFICATIONS OF THE ORG. AND STAFF, AND MEASURES OF SUCCESS. ATTACH A PROJECT BUDGET AND PAST AND CURRENT YEAR BUDGETS FOR THE OVERALL ORG., RECENT FINANCIAL STATEMENT OR AUDIT, LIST OF BOARD OF DIRECTORS AND STAFF, IRS DETERMINATION LETTER INDICATING EXEMPT STATUS, ALSO IF USING A FISCAL AGENT PLEASE INCLUDE A LETTER FROM THIS ORG. AND SUPPLEMENTARY MATERIALS SUCH AS ANNUAL REPORTS, NEWLETTERS, MEDIA COVERAGE AND OR BROCHURES.FormAndInfoAndMaterialsTxt
Submission DeadlinesDUE MARCH 1ST, JUNE 1ST, SEPTEMBER 1ST, DECEMBER 1ST FOR FUNDS TO BE DISTRIBUTED THE FOLLOWING MONTHSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT SUPPORT REQUESTS FROM INDIVIDUALS, RELIGIOUS ORGANIZATIONS OR FOR PROFIT ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (188 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADIA CENTER
PO BOX 583ROCKPORTME04856N/APUBLIC CHARITIESENVIRONMENT$15,000
AFRICAN ALLIANCE OF RHODE ISLAND
PO BOX 27874PROVIDENCERI02907N/APUBLIC CHARITIESENVIRONMENT$10,000
AFRICAN ALLIANCE OF RHODE ISLAND
PO BOX 27874PROVIDENCERI02907N/APUBLIC CHARITIESSPECIAL PROJECTS$10,000
AMMONOOSUC CONSERVATION TRUST
PO BOX 191FRANCONIANH03580N/APUBLIC CHARITIESENVIRONMENT$5,000
ASSOCIATED SCIENTISTS AT WOODS HOLE
PO BOX 721WOODS HOLEMA02543N/APUBLIC CHARITIESENVIRONMENT$5,000
ATLANTA COMMUNITY FOOD BANK INC
3400 NORTH DESERT DRIVEATLANTAGA30344N/APUBLIC CHARITIESPENZANCE$3,000
BARNSTABLE LAND TRUST
1540 MAIN STREETWEST BARNSTABLEMA02668N/APUBLIC CHARITIESENVIRONMENT$20,000
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
780 ALBANY STREETBOSTONMA02118N/APUBLIC CHARITIESPENZANCE$3,680
BOW SEAT OCEAN AWARENESS PROGRAMS
185 WESTFIELD STREETWESTWOODMA02090N/APUBLIC CHARITIESEDUCATION$10,000
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$30,000
CAPE & ISLANDS SELF-RELIANCE
PO BOX 396NORTH FALMOUTHMA02556N/APUBLIC CHARITIESENVIRONMENT$10,000
CAPE VERDEAN ASSOCIATION IN NEW BEDFORD INC
128 UNION ST STE 100NEW BEDFORDMA027406391N/APUBLIC CHARITIESNEW BEDFORD$12,000
CARBONFUNDORG FOUNDATION INC
853 MAIN STREETEAST AURORANY14052N/APUBLIC CHARITIESPENZANCE$4,000
CARBONFUNDORG FOUNDATION INC
853 MAIN STREETEAST AURORANY14052N/APUBLIC CHARITIESPENZANCE$4,000
CARING UNLIMITED CORP
POB 590SANFORDME04073N/APUBLIC CHARITIESPENZANCE$4,000
CATHOLIC SOCIAL SERVICES OF FALL RIVER INC
1600 BAY STREETFALL RIVERMA02724N/APUBLIC CHARITIESNEW BEDFORD$30,000
CENTER FOR COASTAL STUDIES
5 HOLWAY AVENUEPROVINCETOWNMA02657N/APUBLIC CHARITIESENVIRONMENT$10,000
CENTRO COMUNITARIO DE TRABAJADORES
1532 ACUSHNET AVENEW BEDFORDMA02746N/APUBLIC CHARITIESNEW BEDFORD$25,000
CIRCUS ARTS CONSERVATORY INC
2075 BAHIA VISTA STREETSARASOTAFL34239N/APUBLIC CHARITIESPENZANCE$3,000
CLEAN OCEAN ACCESS
3 HASKELL AVENUENEWPORTRI02840N/APUBLIC CHARITIESENVIRONMENT$10,000
COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC
558 PLEASANT ST STE 309NEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$5,000
COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC
558 PLEASANT ST STE 309NEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$15,000
COMMUNITY ACTION WORKS
294 WASHINGTON STREET SUITE 500BOSTONMA02108N/APUBLIC CHARITIESENVIRONMENT$10,000
COMMUNITY ACTION WORKS
294 WASHINGTON STREET SUITE 500BOSTONMA02108N/APUBLIC CHARITIESENVIRONMENT$25,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APUBLIC CHARITIESPENZANCE$4,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APUBLIC CHARITIESPENZANCE$4,750
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APUBLIC CHARITIESEDUCATION$25,000
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
PO BOX 63005NEW BEDFORDMA02746N/APUBLIC CHARITIESNEW BEDFORD$40,000
COMMUNITY FOUNDATION OF THE VIRGIN ISLANDS INC
PO BOX 380ST THOMASVI00804N/APUBLIC CHARITIESEDUCATION$25,000
COMPACT OF CAPE COD CONSERVATION TRUSTS INC
PO BOX 443BARNSTABLEMA02630N/APUBLIC CHARITIESENVIRONMENT$20,000
COOPERATIVE LIBRARIES AUTOMATED NETWORK
300 CENTERVILLE ROAD SUMMIT SOUTHWARWICKRI02886N/APUBLIC CHARITIESPENZANCE$1,000SUITE 103
COOPERATIVE LIBRARIES AUTOMATED NETWORK
300 CENTERVILLE ROAD SUMMIT SOUTHWARWICKRI02886N/APUBLIC CHARITIESPENZANCE$1,000SUITE 103
CREATURE CONSERVE INC
19 MANN AVE APT 3NEWPORTRI028407717N/APUBLIC CHARITIESENVIRONMENT$10,000
CROSSROADS RHODE ISLAND
160 BROAD STREETPROVIDENCERI02903N/APUBLIC CHARITIESPENZANCE$2,300
DENNIS CONSERVATION LAND TRUST
PO BOX 67EAST DENNISMA02641N/APUBLIC CHARITIESENVIRONMENT$5,000
DENNISON MEMORIAL COMMUNITY CENTER
755 SOUTH FIRST STREETNEW BEDFORDMA02744N/APUBLIC CHARITIESNEW BEDFORD$25,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY100015004N/APUBLIC CHARITIESPENZANCE$8,000
DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND
645 ELMWOOD AVENUEPROVIDENCERI02907N/APUBLIC CHARITIESNEW BEDFORD$20,000
DOWNEAST INSTITUTE
PO BOX 83BEALSME04611N/APUBLIC CHARITIESEDUCATION$5,000
DREAM OUT LOUD CENTER INC
ONE JOHNNY CAKE HILL 2ND FLOORNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$15,000
EASTERN MASSACHUSETTS ABORTION FUND
PO BOX 390412CAMBRIDGEMA02139N/APUBLIC CHARITIESPENZANCE$1,000
ECORI NEWS
10 DAVOL ST SUITE 100PROVIDENCERI02903N/APUBLIC CHARITIESENVIRONMENT$10,000
EMERSON COLLEGE
120 BOYLSTON STBOSTONMA02116N/APUBLIC CHARITIESPENZANCE$1,000
ENTREPRENEURSHIP FOR ALL INC
1213 PURCHASE STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$15,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVE SUITE 960NEW YORKNY10115N/APUBLIC CHARITIESENVIRONMENT$23,000
EPISCOPAL DIOCESE OF NHST FRANCIS' CHAPEL
63 GREEN STCONCORDNH03301N/APUBLIC CHARITIESPENZANCE$2,500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APUBLIC CHARITIESPENZANCE$2,200
FEDERATED CHURCH OF MARLBOROUGHCOMMUNITY HOUSE
PO BOX 176MARLBOROUGHNH03455N/APUBLIC CHARITIESPENZANCE$2,500
FOSTER PARROTS
PO BOX 34HOPE VALLEYRI02832N/APUBLIC CHARITIESPENZANCE$1,600
FOUND IN TRANSLATION INC
1532B DORCHESTER AVEDORCHESTERMA02122N/APUBLIC CHARITIESWOMXN AND GIRLS$40,000
FRACTURED ATLAS
PO BOX 55HARTSDALENY105300055N/APUBLIC CHARITIESNEW BEDFORD$8,000
FRANKLIN COUNTY COMMUNITY DEVELOPMENT CORPORATION (FCCDC)
324 WELLS STREETGREENFIELDMA01301N/APUBLIC CHARITIESENVIRONMENT$10,000
FREED SEED FEDERATION INC
PO BOX 3090WESTPORTMA02790N/APUBLIC CHARITIESENVIRONMENT$10,000
FRIENDS OF FROST FREE LIBRARY
PO BOX 457MARLBOROUGHNH03455N/APUBLIC CHARITIESPENZANCE$3,000
GALLERY X
169 WILLIAM STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$10,000
GLOBAL GREENGRANTS FUND
2840 WILDERNESS PLACE SUITE ABOULDERCO80301N/APUBLIC CHARITIESENVIRONMENT$15,000
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APUBLIC CHARITIESENVIRONMENT$1,500
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APUBLIC CHARITIESEDUCATION$15,000
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APUBLIC CHARITIESENVIRONMENT$25,000
GOOD NEIGHBORS INC
55 TURNER AVENUEEAST PROVIDENCERI02915N/APUBLIC CHARITIESPENZANCE$1,000
GROUNDWORK LAWRENCE
50 ISLAND STREET SUITE 101 ENTRANCELAWRENCEMA01840N/APUBLIC CHARITIESENVIRONMENT$20,000B
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101N/APUBLIC CHARITIESENVIRONMENT$15,000
HEALTH IMPERATIVES INC
942 CHESTNUT STREETBROCKTONMA02031N/APUBLIC CHARITIESWOMXN AND GIRLS$20,000
HUMANE SOCIETY & SHELTER SOUTHCOAST
31 VENTURA DRIVEN DARTMOUTHMA02747N/APUBLIC CHARITIESPENZANCE$1,500
IMMIGRANTS' ASSISTANCE CENTER INC
58 CRAPO STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$25,000
JONES RIVER WATERSHED ASSOCIATION
55 LANDING ROADKINGSTONMA02364N/APUBLIC CHARITIESENVIRONMENT$10,000
JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS
128 UNION STREET / SUITE 304NEW BEDFORDMA02740N/APUBLIC CHARITIESEDUCATION$10,000
LEAGUE OF WOMEN VOTERS OF RHODE ISLAND EDUCATION FUND
1 RICHMOND SQUARE SUITE 220 A-WPROVIDENCERI02906N/APUBLIC CHARITIESPENZANCE$2,300
LEHIGH VALLEY HEALTH NETWORK
2100 MACK BLVD PO BOX 1883ALLENTOWNPA18103N/APUBLIC CHARITIESPENZANCE$8,000
LEHIGH VALLEY HEALTH NETWORK
2100 MACK BLVD PO BOX 1883ALLENTOWNPA18103N/APUBLIC CHARITIESPENZANCE$16,000
MA COALITION TO PREVENT GUN VIOLENCE
PO BOX 960504BOSTONMA02109N/APUBLIC CHARITIESNEW BEDFORD$15,000
MAINE CENTER FOR COASTAL FISHERIES
PO BOX 27STONINGTONME04681N/APUBLIC CHARITIESENVIRONMENT$20,000
MAINE CENTER FOR PUBLIC INTEREST REPORTING
PO BOX 284HALLOWELLME04347N/APUBLIC CHARITIESENVIRONMENT$10,000
MAMABABY HAITI
PO BOX 3061NEWBERGOR97132N/APUBLIC CHARITIESPENZANCE$500
MARION LIBRARY ASSOCIATION
8 SPRING STREETMARIONMA02738N/APUBLIC CHARITIESPENZANCE$1,000
MARION NATURAL HISTORY SOCIETY INC
8 SPRING STMARIONMA02738N/APUBLIC CHARITIESPENZANCE$1,500
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773N/APUBLIC CHARITIESENVIRONMENT$20,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 WEST 33RDNEW YORKNY10120N/APUBLIC CHARITIESSPECIAL PROJECTS$25,000
MORRIS ANIMAL FOUNDATION
720 S COLORADO BLVDDENVERCO80246N/APUBLIC CHARITIESPENZANCE$2,300
MY BROTHER'S WORKSHOP
PO BOX 503205ST THOMASVI00805N/APUBLIC CHARITIESPENZANCE$8,000
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
95 CEDAR STREETNEW BEDFORDMA027403944N/APUBLIC CHARITIESNEW BEDFORD$15,000
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
95 CEDAR STREETNEW BEDFORDMA027403944N/APUBLIC CHARITIESSPECIAL PROJECTS$15,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORKNY10014N/APUBLIC CHARITIESENVIRONMENT$16,500
NATIONAL LAWYERS GUILD FOUNDATION INC
132 NASSAU ST STE 922NEW YORKNY10038N/APUBLIC CHARITIESPENZANCE$8,000
NATIVE LAND CONSERVANCY
PO BOX 974MASHPEEMA02649N/APUBLIC CHARITIESENVIRONMENT$20,000
NATIVITY PREPARATORY SCHOOL NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESEDUCATION$25,000
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREETAUGUSTAME04330N/APUBLIC CHARITIESENVIRONMENT$20,000
NEW BEDFORD HISTORICAL SOCIETY
21 SEVENTH STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$15,000
NEW BEDFORD LIGHT
1 NONQUITT AVESOUTH DARTMOUTHMA027485024N/APUBLIC CHARITIESNEW BEDFORD$30,000
NEW BEDFORD MUSEUM & ART CENTER INC DBA NEW BEDFORD ART MUSEUMARTWORKS
608 PLEASANT STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$25,000
NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
POBOX 50494NEW BEDFORDMA02745N/APUBLIC CHARITIESEDUCATION$20,000
NEW BEDFORD SYMPHONY ORCHESTRA
128 UNION STREET SUITE 105NEW BEDFORDMA02741N/APUBLIC CHARITIESNEW BEDFORD$10,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$20,000
NEW ENGLAND AQUARIUM
NEW ENGLAND AQUARIUMBOSTONMA02110N/APUBLIC CHARITIESENVIRONMENT$25,000
NEW ENGLAND AQUARIUM
NEW ENGLAND AQUARIUMBOSTONMA02110N/APUBLIC CHARITIESENVIRONMENT$50,000
NEW ENGLAND GRASSROOTS ENVIRONMENT FUND
PO BOX 611NEWMARKETNH03857N/APUBLIC CHARITIESENVIRONMENT$30,000
NEW URBAN ARTS
705 WESTMINSTER STREETPROVIDENCERI02903N/APUBLIC CHARITIESEDUCATION$15,000
NEWPORT TREE CONSERVANCY
PO BOX 863NEWPORTRI02840N/APUBLIC CHARITIESPENZANCE$1,000
NORTH & SOUTH RIVER WATERSHED ASSOCIATION
PO BOX 43NORWELLMA02061N/APUBLIC CHARITIESENVIRONMENT$5,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$10,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$30,000
NORTHWEST ATLANTIC MARINE ALLIANCE
222 MAIN STGLOUCESTERMA01930N/APUBLIC CHARITIESENVIRONMENT$25,000
ONE TREE PLANTED INC
145 PINE HAVEN SHORES ROAD 1000DSHELBURNEVT05482N/APUBLIC CHARITIESPENZANCE$4,000
ONEGOAL
207 DUDLEY STREET SUITE 200BOSTONMA02119N/APUBLIC CHARITIESEDUCATION$15,000
OUR SISTERS' SCHOOL INC
145 BROWNELL AVENUENEW BEDFORDMA02740N/APUBLIC CHARITIESEDUCATION$25,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942N/APUBLIC CHARITIESPENZANCE$3,680
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942N/APUBLIC CHARITIESWOMXN AND GIRLS$10,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942N/APUBLIC CHARITIESSPECIAL PROJECTS$50,000
PAUL CUFFEE SCHOOL
459 PROMENADE STREETPROVIDENCERI02908N/APUBLIC CHARITIESEDUCATION$10,000
PENIKESE ISLAND SCHOOL INC
PO BOX 161WOODS HOLEMA02543N/APUBLIC CHARITIESEDUCATION$10,000
PENNSYLVANIA NATIONAL FIRE MUSEUM
1820 NORTH 4TH STREETHARRISBURGPA17102N/APUBLIC CHARITIESPENZANCE$8,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$20,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$25,000
PLAN INTERNATIONAL USA
155 PLAN WAYWARWICKRI02886N/APUBLIC CHARITIESPENZANCE$20,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038N/APUBLIC CHARITIESWOMXN AND GIRLS$20,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511N/APUBLIC CHARITIESPENZANCE$2,300
POCASSET POKENOKET LANDTRUST INDIGENOUS PEOPLES NETWORK
44 BEDSON RDCRANSTONRI02910N/APUBLIC CHARITIESENVIRONMENT$25,000
PROJECT SOUTH THE INSTITUTE FOR THE ELIMINATION POVERTY & GENOCIDE
9 GAMMON AVENUE SEATLANTAGA30315N/APUBLIC CHARITIESSPECIAL PROJECTS$15,000
PROJECT SOUTH THE INSTITUTE FOR THE ELIMINATION POVERTY & GENOCIDE
9 GAMMON AVENUE SEATLANTAGA30315N/APUBLIC CHARITIESWOMXN AND GIRLS$20,000
QUEBEC-LABRADOR FOUNDATION INC
4 SOUTH MAIN STREETIPSWICHMA01938N/APUBLIC CHARITIESSPECIAL PROJECTS$25,000
RED TOMATO
50 SIMS AVENUEPROVIDENCERI02909N/APUBLIC CHARITIESENVIRONMENT$25,000
RENEW NEW ENGLAND ALLIANCE
91 WILLIAMS STPROVIDENCERI029061028N/APUBLIC CHARITIESENVIRONMENT$7,000
RESTORE AMERICAS ESTUARIES
2300 CLARENDON BLVDARLINGTONVA22201N/APUBLIC CHARITIESENVIRONMENT$5,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907N/APUBLIC CHARITIESPENZANCE$2,300
RI SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
186 AMARAL STREETRIVERSIDERI02915N/APUBLIC CHARITIESPENZANCE$1,600
RUFF RESIDENTS UNITED FOR FURRY FRIENDS
PO BOX 568WARRENRI02885N/APUBLIC CHARITIESPENZANCE$1,600
SAFE VOICES
PO BOX 713AUBURNME04212N/APUBLIC CHARITIESPENZANCE$4,000
SAFE VOICES
PO BOX 713AUBURNME04212N/APUBLIC CHARITIESWOMXN AND GIRLS$15,000
SAIL NEWPORT
60 FORT ADAMS DRNEWPORTRI02840N/APUBLIC CHARITIESPENZANCE$750
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/APUBLIC CHARITIESPENZANCE$3,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/APUBLIC CHARITIESENVIRONMENT$30,000
SCHOOL ON WHEELS OF MASSACHUSETTS
100 LAUREL ST SUITE 121EAST BRIDGEWATERMA02333N/APUBLIC CHARITIESEDUCATION$15,000
SIPPICAN HISTORICAL SOCIETY
PO BOX 541MARIONMA02738N/APUBLIC CHARITIESPENZANCE$2,000
SISTERSONG WOMEN OF COLOR REPRODUCTIVE JUSTICE COLLECTIVE
PO BOX 94408ATLANTAGA30377N/APUBLIC CHARITIESPENZANCE$500
SOCIAL ENTERPRISE GREENHOUSE
10 DAVOL SQUAREPROVIDENCERI02909N/APUBLIC CHARITIESENVIRONMENT$15,000
SOMALI BANTU COMMUNITY LEWISTON OF MAINE
145 PIERCE ST 101LEWISTONME042407343N/APUBLIC CHARITIESENVIRONMENT$13,000
SOUTH COAST LGBTQ NETWORK INC
PO BOX 8473NEW BEDFORDMA02742N/APUBLIC CHARITIESNEW BEDFORD$15,000
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
22 BEDFORD STREETFALL RIVERMA027222507N/APUBLIC CHARITIESEDUCATION$20,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APUBLIC CHARITIESENVIRONMENT$10,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$15,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$50,000
SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP (SEMAP)
PO BOX 80625DARTMOUTHMA02748N/APUBLIC CHARITIESENVIRONMENT$25,000
SOUTHSIDE COMMUNITY LAND TRUST
109 SOMERSET STREETPROVIDENCERI02907N/APUBLIC CHARITIESENVIRONMENT$20,000
STANLEY STREET TREATMENT AND RESOURCES
386 STANLEY STFALL RIVERMA02720N/APUBLIC CHARITIESWOMXN AND GIRLS$25,000
STRATEGIES FOR YOUTH
PO BOX 390174CAMBRIDGEMA02139N/APUBLIC CHARITIESNEW BEDFORD$5,000
STRIVETOGETHER INC
125 EAST 9TH ST 2ND FLCINCINNATIOH45202N/APUBLIC CHARITIESPENZANCE$2,300
STRONG TOWNS
1511 NORTHERN PACIFIC RDBRAINERDMN56401N/APUBLIC CHARITIESPENZANCE$1,000
SURVIVAL INTERNATIONAL USA
PO BOX 26345SAN FRANCISCOCA94126N/APUBLIC CHARITIESPENZANCE$8,000
SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS
133 EAST DE LA GUERRA 306SANTA BARBARACA93101N/APUBLIC CHARITIESENVIRONMENT$7,000
THE CENTER FOR GRIEVING CHILDREN
555 FOREST AVEPORTLANDME041011504N/APUBLIC CHARITIESPENZANCE$2,000
THE ECOLOGY SCHOOL
184 SIMPSON ROADSACOME04072N/APUBLIC CHARITIESEDUCATION$15,000
THE FAMILY PANTRY-DAMIEN'S PLACE
3065 CRANBERRY HIGHWAY PO BOX 730EAST WAREHAMMA02538N/APUBLIC CHARITIESPENZANCE$1,500
THE FAMILY PANTRY-DAMIEN'S PLACE
3065 CRANBERRY HIGHWAY PO BOX 730EAST WAREHAMMA02538N/APUBLIC CHARITIESNEW BEDFORD$15,000
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118N/APUBLIC CHARITIESPENZANCE$640
THE GREENE SCHOOL
94 JOHN POTTER ROADWEST GREENWICHRI02817N/APUBLIC CHARITIESEDUCATION$10,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/APUBLIC CHARITIESPENZANCE$8,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/APUBLIC CHARITIESEDUCATION$40,000
THE PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREETPROVIDENCERI02903N/APUBLIC CHARITIESPENZANCE$1,600
THE ROBERT POTTER LEAGUE FOR ANIMALS
87 OLIPHANT LANEMIDDLETOWNRI02842N/APUBLIC CHARITIESPENZANCE$1,600
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/APUBLIC CHARITIESENVIRONMENT$6,000
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/APUBLIC CHARITIESENVIRONMENT$20,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
P O BOX 127BOSTONMA02127N/APUBLIC CHARITIESEDUCATION$15,000
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770N/APUBLIC CHARITIESPENZANCE$2,000
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770N/APUBLIC CHARITIESPENZANCE$4,000
TUFTS MEDICAL CENTER TRUST
800 WASHINGTON ST PO BOX 231BOSTONMA02111N/APUBLIC CHARITIESSPECIAL PROJECTS$25,000
UNITED INTERFAITH ACTION OF SOUTHEASTERN MASSACHUSETTS
228 NORTH MAIN STREETFALL RIVERMA02720N/APUBLIC CHARITIESNEW BEDFORD$20,000
UNITED WAY OF GREATER NEW BEDFORD
DEMELLO INTERNATIONAL CENTERNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$10,000
UNITED WAY OF GREATER NEW BEDFORD
DEMELLO INTERNATIONAL CENTERNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$20,000
UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
PO BOX 412866BOSTONMA022412866N/APUBLIC CHARITIESNEW BEDFORD$10,000
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT ROADDARTMOUTHMA02747N/APUBLIC CHARITIESEDUCATION$5,000
UPSTREAM
PO BOX 1352DAMARISCOTTAME04543N/APUBLIC CHARITIESENVIRONMENT$20,000
WATERFRONT HISTORIC AREA LEAGUE (WHALE)
15 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$10,000
WAYPOINT ADVENTURE
453 CONCORD AVENUELEXINGTONMA02421N/APUBLIC CHARITIESEDUCATION$10,000
WESTPORT HISTORICAL SOCIETY INC
PO BOX N188WESTPORTMA027900604N/APUBLIC CHARITIESEDUCATION$5,000
WHALE AND DOLPHIN CONSERVATION INC
7 NELSON STREETPLYMOUTHMA02360N/APUBLIC CHARITIESENVIRONMENT$13,000
WHALE AND DOLPHIN CONSERVATION INC
7 NELSON STREETPLYMOUTHMA02360N/APUBLIC CHARITIESSPECIAL PROJECTS$48,000
WILDLANDS TRUST
675 LONG POND ROADPLYMOUTHMA02360N/APUBLIC CHARITIESENVIRONMENT$18,000
WOMEN'S FUND OF RHODE ISLAND
133 DELAINE STREETPROVIDENCERI02909N/APUBLIC CHARITIESWOMXN AND GIRLS$10,000
WOODWELL CLIMATE RESEARCH CENTER
149 WOODS HOLE ROADFALMOUTHMA02540N/APUBLIC CHARITIESENVIRONMENT$10,000
WOPANAAK LANGUAGE AND CULTURAL WEETYOO INC
11 MARKET ST UNIT 2241MASHPEEMA026497106N/APUBLIC CHARITIESEDUCATION$15,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APUBLIC CHARITIESPENZANCE$1,500
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$5,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$15,000
YOUTH OPPORTUNITIES UNLIMITED INC
224 BROCK AVENUENEW BEDFORDMA02744N/APUBLIC CHARITIESNEW BEDFORD$25,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESPENZANCE$500
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESWOMXN AND GIRLS$15,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESNEW BEDFORD$20,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APUBLIC CHARITIESWOMXN AND GIRLS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,499,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,567ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,679,456ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,401,183ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,104,206ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,104,206TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$10,750Amt
Net Investment Income$5,375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,375DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (30 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING1989-01-30$150,150$120,128SL40.000000000000$3,754$0$3,754
DONATED FURNITURE1989-07-06$17,166$17,166SL7.000000000000$0$0$0
OFFICE CHAIR1989-11-17$280$280SL7.000000000000$0$0$0
LIBRARY SHELVES1992-07-23$1,800$1,800SL7.000000000000$0$0$0
13 CHAIRS AND 1 DESK2006-12-01$1,936$1,936SL7.000000000000$0$0$0
DESK & DRAWERS2008-09-24$620$620SL7.000000000000$0$0$0
4 FILING CABINETS2008-07-21$796$796SL7.000000000000$0$0$0
FILING CABINETS1990-02-12$356$356SL7.000000000000$0$0$0
IKON COPIER2010-02-15$5,408$5,408SL7.000000000000$0$0$0
COMPUTER2003-07-31$3,288$3,288SL5.000000000000$0$0$0
COMPUTER2004-01-01$384$384SL5.000000000000$0$0$0
DELL COMPUTER2005-09-30$1,468$1,468SL5.000000000000$0$0$0
DIGITAL PROJECTOR2005-11-30$1,310$1,310SL5.000000000000$0$0$0
PHOTOCOPIER2006-12-29$2,552$2,552SL5.000000000000$0$0$0
MACBOOK2008-03-26$1,649$1,649SL5.000000000000$0$0$0
APPLE MINI HP MONITOR AND PRINTER2009-07-13$1,129$1,129SL5.000000000000$0$0$0
MAC LAPTOP HARDWARE AND SOFTWARE2009-08-28$2,344$2,344SL5.000000000000$0$0$0
LAND1989-01-30$44,850L$0$0$0
BUILDING IMPROVEMENTS2010-03-25$9,139$2,516SL39.000000000000$234$0$234
STONE WALL2001-10-31$15,879$7,801SL39.000000000000$407$0$407
WINDOWS2001-11-30$12,659$6,202SL39.000000000000$325$0$325
HANDICAP RAMP AND BATHROOM2002-03-22$10,627$5,100SL39.000000000000$272$0$272
DRIVEWAY PAVING (7,286 SQ FT)2006-05-01$16,495$16,133SL15.000000000000$362$0$362
WINDOWS2013-08-27$7,800$1,475SL39.000000000000$200$0$200
KITCHEN2014-06-23$22,338$3,748SL39.000000000000$573$0$573
EQUIPMENT (LIFESIZE)2016-06-10$7,911$7,091200DB5.000000000000$137$0$659
COMPUTER EQUIPMENT2018-12-31$4,153$2,733200DB5.000000000000$568$0$831
COMPUTER EQUIPMENT2019-05-03$2,860$1,602200DB5.000000000000$503$0$572
DESK & CHAIRS2019-05-08$4,637$1,104SL7.000000000000$662$0$662
DESK & CHAIRS2021-11-09$3,560SL7.000000000000$85$0$85

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$61,351,185BookValueAmt
EOYFMV$61,351,185EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (30 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING$150,150$123,882$26,268
DONATED FURNITURE$17,166$17,166$0
OFFICE CHAIR$280$280$0
LIBRARY SHELVES$1,800$1,800$0
13 CHAIRS AND 1 DESK$1,936$1,936$0
DESK & DRAWERS$620$620$0
4 FILING CABINETS$796$796$0
FILING CABINETS$356$356$0
IKON COPIER$5,408$5,408$0
COMPUTER$3,288$3,288$0
COMPUTER$384$384$0
DELL COMPUTER$1,468$1,468$0
DIGITAL PROJECTOR$1,310$1,310$0
PHOTOCOPIER$2,552$2,552$0
MACBOOK$1,649$1,649$0
APPLE MINI HP MONITOR AND PRINTER$1,129$1,129$0
MAC LAPTOP HARDWARE AND SOFTWARE$2,344$2,344$0
LAND$44,850$0$44,850
BUILDING IMPROVEMENTS$9,139$2,750$6,389
STONE WALL$15,879$8,208$7,671
WINDOWS$12,659$6,527$6,132
HANDICAP RAMP AND BATHROOM$10,627$5,372$5,255
DRIVEWAY PAVING (7,286 SQ FT)$16,495$16,495$0
WINDOWS$7,800$1,675$6,125
KITCHEN$22,338$4,321$18,017
EQUIPMENT (LIFESIZE)$7,911$7,228$683
COMPUTER EQUIPMENT$4,153$3,301$852
COMPUTER EQUIPMENT$2,860$2,105$755
DESK & CHAIRS$4,637$1,766$2,871
DESK & CHAIRS$3,560$85$3,475

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,085LegalFeesAmt
Net Investment Income$543NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$542DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID FEDERAL INCOME TAXES$17,288
ACCRUED INTEREST RECEIVABLE$3,113$30,351$30,351

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$13,980$1,398$0$12,582
INSURANCE$6,113$611$0$5,502
OFFICE EXPENSES$10,535$1,054$0$9,481
REPAIRS & MAINTENANCE$13,069$1,307$0$11,762

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS)Desc
Amt$2,237,311Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$149,196$180,294
ACCRUED FEDERAL INCOME TAXES$0$47,335

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FINANCIAL CONSULTING$40,000$40,000$0$0
PAYROLL SERVICE FEE$1,903$190$0$1,713
CONSULTING$141$14$0$127

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$25,044$2,504$0$22,540
INVESTMENT EXCISE & DEFERRED TAXES$95,721$9,572$0$86,149
FORM PC MA TAX$294$29$0$265