MELVIN S CUTLER CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MELVIN S CUTLER CHARITABLE FOUNDATION (EIN 04-2733957)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2022-12-01
- IRS object ID
- 202233359349100803
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-01T10:23:51-06:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042687094 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBERG ROSENBLATT KULL & BITSOLI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET SUITE 400 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042733957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELVIN S CUTLER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREENBERGROSENBLATT KULL & BITSOLI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 5087910901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET 400 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELVIN S CUTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5087910901 | PhoneNum |
| Signature | 2022-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELVIN | PersonFirstNm |
| Person Last | CUTLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J HAYES CPA | PreparerPersonNm |
| PTIN | P00162301 | PTIN |
| Phone | 5087910901 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 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 | $13,241,656 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $467,550 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $422,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $422,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,194,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,420,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,194,575 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,152 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,152 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,106,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,639,202 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,960 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,117 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,117 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,689 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,139 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,060 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $568,634 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $568,634 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $568,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,416,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,551,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $267,742 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $711,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $711,342 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $393,882 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $394,137 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,652,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,018,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,930,379 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,416,561 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,068,906 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,105,798 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $429,715 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,866,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,292,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,241,656 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,412 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,157 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,412 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,157 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,862,493 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,278,749 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,862,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,278,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,866,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,292,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,862,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,416,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,278,749 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,278,749 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (137 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL ONE NATL ASSN VA 2.1% 8/2/21 | P | 2019-08-01 | 2021-08-02 | $25,000 | $24,944 | $56 | $56 |
| WELLS FARGO BANK CD 1.6% 8/3/21 | P | 2019-05-02 | 2021-08-03 | $25,000 | $24,423 | $577 | $577 |
| CIT BK SALT LAKE CITY 3.25% 4/9/24 | P | 2020-04-02 | 2021-08-04 | $26,652 | $26,011 | $641 | $641 |
| GOLDMAN SACHS GROUP CD 2.9% 4/29/25 | P | 2020-04-02 | 2021-08-04 | $26,813 | $25,980 | $833 | $833 |
| GOLDMAN SACHS GROUP CD 2.7% 4/17/23 | P | 2020-04-02 | 2021-08-04 | $25,922 | $25,492 | $430 | $430 |
| WELLS FARGO BANK CD 1.8% 4/17/23 | P | 2020-02-07 | 2021-08-04 | $100,767 | $99,971 | $796 | $796 |
| ORGANON & CO | P | 2021-06-03 | 2021-08-05 | $14,705 | $18,217 | -$3,512 | -$3,512 |
| GE CAP BANK CD 3% 8/15/21 | P | 2019-05-23 | 2021-08-05 | $25,000 | $25,000 | $0 | $0 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2014-06-05 | 2021-08-09 | $228 | $211 | $17 | $17 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2014-06-05 | 2021-08-10 | $23,600 | $20,823 | $2,777 | $2,777 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2014-06-05 | 2021-08-11 | $46,964 | $41,438 | $5,526 | $5,526 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2014-07-09 | 2021-08-11 | $47,200 | $41,425 | $5,775 | $5,775 |
| GE CAP BANK CD 2.8% 11/15/21 | P | 2019-05-09 | 2021-08-12 | $25,163 | $25,027 | $136 | $136 |
| GOLDMAN SACHS GROUP CD 3% 11/2/21 | P | 2001-06-20 | 2021-08-12 | $25,152 | $25,129 | $23 | $23 |
| MORGAN STANLEY BK 3.25% 11/15/21 | P | 2019-08-29 | 2021-08-12 | $48,342 | $48,310 | $32 | $32 |
| ALLY BK MIVALE 3.2% 11/15/21 | P | 2019-09-12 | 2021-08-12 | $25,173 | $25,154 | $19 | $19 |
| CAPITAL ONE NATL ASSN 2% 11/23/21 | P | 2019-09-05 | 2021-08-12 | $28,136 | $28,009 | $127 | $127 |
| NEW YORK COMMUNITY BENCORP | P | 2015-07-13 | 2021-08-16 | $8,788 | $8,651 | $137 | $137 |
| WELLS FARGO BANK CD 3% 8/16/21 | P | 2019-06-20 | 2021-08-16 | $25,000 | $25,077 | -$77 | -$77 |
| NEW YORK COMMUNITY BENCORP | P | 2015-07-13 | 2021-08-27 | $6,812 | $6,706 | $106 | $106 |
| ALBERTSONS INC | P | 2020-10-16 | 2021-09-02 | $16,250 | $7,131 | $9,119 | $9,119 |
| NEW YORK COMMUNITY BENCORP | P | 2015-07-13 | 2021-09-02 | $36,400 | $35,832 | $568 | $568 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-08 | 2021-09-02 | $14 | $16 | -$2 | -$2 |
| ALBERTSONS INC | P | 2020-10-16 | 2021-09-03 | $33,090 | $14,263 | $18,827 | $18,827 |
| NEW YORK COMMUNITY BENCORP | P | 2015-07-13 | 2021-09-03 | $14,226 | $14,077 | $149 | $149 |
| NEW YORK COMMUNITY BENCORP | P | 2015-07-17 | 2021-09-03 | $37,504 | $37,214 | $290 | $290 |
| ALBERTSONS INC | P | 2020-10-16 | 2021-09-09 | $65,020 | $28,526 | $36,494 | $36,494 |
| ALBERTSONS INC | P | 2020-10-16 | 2021-09-15 | $76,875 | $35,657 | $41,218 | $41,218 |
| ALBERTSONS INC | P | 2020-10-21 | 2021-09-15 | $15,375 | $7,575 | $7,800 | $7,800 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2014-07-09 | 2021-09-15 | $71,232 | $62,137 | $9,095 | $9,095 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2014-07-30 | 2021-09-15 | $47,488 | $41,162 | $6,326 | $6,326 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | P | 2020-01-10 | 2021-09-16 | $29 | $28 | $1 | $1 |
| NEW YORK COMMUNITY BENCORP | P | 2015-07-17 | 2021-09-17 | $10,442 | $10,266 | $176 | $176 |
| NEW YORK COMMUNITY BENCORP | P | 2015-07-20 | 2021-09-20 | $21,145 | $20,823 | $322 | $322 |
| NEW YORK COMMUNITY BENCORP | P | 2015-07-20 | 2021-09-21 | $20,623 | $20,309 | $314 | $314 |
| NEW YORK COMMUNITY BENCORP | P | 2015-07-20 | 2021-09-29 | $26,195 | $25,708 | $487 | $487 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2014-07-30 | 2021-10-05 | $72,600 | $61,743 | $10,857 | $10,857 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2015-08-24 | 2021-10-05 | $24,200 | $19,212 | $4,988 | $4,988 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2015-11-17 | 2021-10-05 | $60,500 | $46,357 | $14,143 | $14,143 |
| BUNGE LIMITED 4.875% PREF SHS | P | 2016-09-09 | 2021-10-05 | $84,700 | $67,912 | $16,788 | $16,788 |
| HCI GROUP INC | P | 2020-10-16 | 2021-11-12 | $94 | $94 | $94 | |
| HCI GROUP INC | P | 2020-10-16 | 2021-11-18 | $15,511 | $7,046 | $8,465 | $8,465 |
| ALBERTSONS INC | P | 2020-10-21 | 2021-12-01 | $53,753 | $22,725 | $31,028 | $31,028 |
| ALBERTSONS INC | P | 2020-10-22 | 2021-12-01 | $35,835 | $14,900 | $20,935 | $20,935 |
| ALBERTSONS INC | P | 2020-10-22 | 2021-12-02 | $35,810 | $14,900 | $20,910 | $20,910 |
| ALBERTSONS INC | P | 2020-10-27 | 2021-12-02 | $53,715 | $22,245 | $31,470 | $31,470 |
| ALBERTSONS INC | P | 2020-10-27 | 2021-12-06 | $17,950 | $7,415 | $10,535 | $10,535 |
| ALBERTSONS INC | P | 2020-11-09 | 2021-12-06 | $71,800 | $28,800 | $43,000 | $43,000 |
| WEYERHAEUSER CO | P | 2016-07-07 | 2021-12-06 | $19,131 | $15,049 | $4,082 | $4,082 |
| ALBERTSONS INC | P | 2020-11-09 | 2021-12-07 | $89,840 | $36,000 | $53,840 | $53,840 |
| ALBERTSONS INC | P | 2020-11-11 | 2021-12-08 | $35,955 | $15,000 | $20,955 | $20,955 |
| WEYERHAEUSER CO | P | 2016-07-07 | 2021-12-08 | $38,691 | $30,098 | $8,593 | $8,593 |
| ALBERTSONS INC | P | 2020-11-23 | 2021-12-09 | $37,570 | $15,540 | $22,030 | $22,030 |
| ALBERTSONS INC | P | 2020-12-01 | 2021-12-09 | $37,570 | $16,160 | $21,410 | $21,410 |
| WEYERHAEUSER CO | P | 2016-07-15 | 2021-12-09 | $38,950 | $32,026 | $6,924 | $6,924 |
| WEYERHAEUSER CO | P | 2016-07-15 | 2021-12-13 | $19,807 | $16,013 | $3,794 | $3,794 |
| WEYERHAEUSER CO | P | 2016-08-15 | 2021-12-13 | $19,292 | $15,538 | $3,754 | $3,754 |
| WEYERHAEUSER CO | P | 2016-09-09 | 2021-12-13 | $40,130 | $30,768 | $9,362 | $9,362 |
| HCI GROUP INC 4.25% 3/1/37 | P | 2021-12-13 | 2021-12-13 | $3,750 | $3,750 | $3,750 | |
| FORTIVE CORPORATION | P | 2019-09-30 | 2021-12-23 | $21,708 | $19,199 | $2,509 | $2,509 |
| CROWN CASTEL INT CORP | P | 2014-01-24 | 2021-12-27 | $99,194 | $38,834 | $60,360 | $60,360 |
| CROWN CASTEL INT CORP | P | 2014-01-24 | 2021-12-28 | $199,854 | $74,308 | $125,546 | $125,546 |
| FORTIVE CORPORATION | P | 2019-09-30 | 2021-12-28 | $187,576 | $161,233 | $26,343 | $26,343 |
| FORTIVE CORPORATION | P | 2019-10-01 | 2021-12-28 | $104,956 | $90,002 | $14,954 | $14,954 |
| FORTIVE CORPORATION | P | 2021-07-12 | 2021-12-28 | $5,286 | $4,987 | $299 | $299 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-08 | 2021-12-31 | $33,501 | $32,820 | $681 | $681 |
| LEXINGTON REALTY TRUST | P | 2015-04-14 | 2022-01-04 | $15,660 | $8,987 | $6,673 | $6,673 |
| ALBERTSONS INC | P | 2020-12-02 | 2022-01-10 | $15,225 | $7,835 | $7,390 | $7,390 |
| ALBERTSONS INC | P | 2020-12-08 | 2022-01-10 | $45,675 | $22,452 | $23,223 | $23,223 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-08 | 2022-01-11 | $43,207 | $42,583 | $624 | $624 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-14 | 2022-01-11 | $12,293 | $12,094 | $199 | $199 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-14 | 2022-01-18 | $63,403 | $63,188 | $215 | $215 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-15 | 2022-01-18 | $18,775 | $18,700 | $75 | $75 |
| ENERGIZER HOLDING INC | P | 2020-12-02 | 2022-01-19 | $30 | $31 | -$1 | -$1 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-15 | 2022-01-20 | $57,068 | $56,537 | $531 | $531 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-28 | 2022-01-20 | $11,782 | $11,954 | -$172 | -$172 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-28 | 2022-01-31 | $13,894 | $13,972 | -$78 | -$78 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-10-28 | 2022-02-02 | $25,492 | $25,446 | $46 | $46 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-11-18 | 2022-02-02 | $30,498 | $27,207 | $3,291 | $3,291 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-11-18 | 2022-02-03 | $21,084 | $18,705 | $2,379 | $2,379 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-11-26 | 2022-02-03 | $7,066 | $6,151 | $915 | $915 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-11-26 | 2022-02-09 | $28,030 | $24,505 | $3,525 | $3,525 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2019-11-26 | 2022-02-24 | $16,212 | $14,394 | $1,818 | $1,818 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2020-03-10 | 2022-02-24 | $50,740 | $33,210 | $17,530 | $17,530 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2020-03-16 | 2022-02-24 | $15,848 | $7,712 | $8,136 | $8,136 |
| LEXINGTON REALTY TRUST | P | 2015-04-14 | 2022-03-02 | $2,591 | $1,492 | $1,099 | $1,099 |
| LEXINGTON REALTY TRUST | P | 2015-05-05 | 2022-03-02 | $23,409 | $12,832 | $10,577 | $10,577 |
| LEXINGTON REALTY TRUST | P | 2015-05-07 | 2022-03-02 | $23,409 | $12,431 | $10,978 | $10,978 |
| LEXINGTON REALTY TRUST | P | 2015-06-10 | 2022-03-02 | $23,409 | $12,566 | $10,843 | $10,843 |
| LEXINGTON REALTY TRUST | P | 2015-06-16 | 2022-03-02 | $20,818 | $11,027 | $9,791 | $9,791 |
| SOUTH JERSEY INDUSTRIES | P | 2020-03-06 | 2022-03-02 | $56,825 | $46,933 | $9,892 | $9,892 |
| SOUTH JERSEY INDUSTRIES | P | 2020-03-20 | 2022-03-02 | $56,828 | $42,000 | $14,828 | $14,828 |
| SOUTH JERSEY INDUSTRIES | P | 2020-03-27 | 2022-03-02 | $19,786 | $14,358 | $5,428 | $5,428 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2020-03-16 | 2022-03-04 | $27,510 | $13,430 | $14,080 | $14,080 |
| LEXINGTON REALTY TRUST | P | 2015-06-16 | 2022-03-04 | $2,580 | $1,372 | $1,208 | $1,208 |
| LEXINGTON REALTY TRUST | P | 2015-06-29 | 2022-03-04 | $23,310 | $11,994 | $11,316 | $11,316 |
| LEXINGTON REALTY TRUST | P | 2015-06-30 | 2022-03-04 | $20,730 | $10,468 | $10,262 | $10,262 |
| SOUTH JERSEY INDUSTRIES | P | 2020-03-27 | 2022-03-04 | $34,150 | $24,209 | $9,941 | $9,941 |
| LEXINGTON REALTY TRUST | P | 2015-06-30 | 2022-03-08 | $2,590 | $1,303 | $1,287 | $1,287 |
| LEXINGTON REALTY TRUST | P | 2015-07-09 | 2022-03-08 | $13,010 | $6,553 | $6,457 | $6,457 |
| SOUTH JERSEY INDUSTRIES | P | 2020-03-27 | 2022-03-08 | $3,828 | $2,673 | $1,155 | $1,155 |
| SOUTH JERSEY INDUSTRIES | P | 2020-04-01 | 2022-03-08 | $29,530 | $20,090 | $9,440 | $9,440 |
| SOUTH JERSEY INDUSTRIES | P | 2020-04-08 | 2022-03-08 | $1,312 | $915 | $397 | $397 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2020-03-16 | 2022-03-17 | $7,627 | $3,548 | $4,079 | $4,079 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2020-03-23 | 2022-03-17 | $53,074 | $22,180 | $30,894 | $30,894 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2021-05-05 | 2022-03-17 | $53,074 | $44,420 | $8,654 | $8,654 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2021-09-14 | 2022-03-17 | $1,703 | $1,521 | $182 | $182 |
| CENTERPOINT ENERGY INC. 7% CONVERTIBLE | P | 2022-03-10 | 2022-03-17 | $1,367 | $1,360 | $7 | $7 |
| LEXINGTON REALTY TRUST | P | 2015-07-09 | 2022-03-23 | $10,469 | $5,233 | $5,236 | $5,236 |
| LEXINGTON REALTY TRUST | P | 2015-07-23 | 2022-03-23 | $20,970 | $10,488 | $10,482 | $10,482 |
| SOUTH JERSEY INDUSTRIES | P | 2020-04-08 | 2022-03-24 | $694 | $242 | $452 | $452 |
| SOUTH JERSEY INDUSTRIES | P | 2020-04-08 | 2022-03-28 | $1,665 | $580 | $1,085 | $1,085 |
| LEXINGTON REALTY TRUST | P | 2015-07-23 | 2022-03-29 | $19,424 | $9,734 | $9,690 | $9,690 |
| LEXINGTON REALTY TRUST | P | 2015-07-31 | 2022-03-29 | $11,956 | $6,045 | $5,911 | $5,911 |
| LEXINGTON REALTY TRUST | P | 2015-07-31 | 2022-03-31 | $31,800 | $15,866 | $15,934 | $15,934 |
| SOUTH JERSEY INDUSTRIES | P | 2020-04-08 | 2022-03-31 | $56,063 | $39,443 | $16,620 | $16,620 |
| SOUTH JERSEY INDUSTRIES | P | 2020-04-17 | 2022-03-31 | $29,266 | $21,425 | $7,841 | $7,841 |
| SOUTH JERSEY INDUSTRIES | P | 2020-04-22 | 2022-03-31 | $17,750 | $13,647 | $4,103 | $4,103 |
| SOUTH JERSEY INDUSTRIES | P | 2020-04-22 | 2022-03-31 | $23,186 | $8,853 | $14,333 | $14,333 |
| SOUTH JERSEY INDUSTRIES | P | 2020-08-12 | 2022-03-31 | $43,642 | $15,278 | $28,364 | $28,364 |
| GOLDMAN SACHS GROUP INC 4.5% 4/1/22 | P | 2018-05-11 | 2022-04-04 | $100,000 | $101,390 | -$1,390 | -$1,390 |
| GOLDMAN SACHS GROUP INC 4.5% 4/1/22 | P | 2018-12-06 | 2022-04-04 | $100,000 | $96,250 | $3,750 | $3,750 |
| LEXINGTON REALTY TRUST | P | 2015-08-10 | 2022-04-05 | $23,773 | $12,056 | $11,717 | $11,717 |
| LEXINGTON REALTY TRUST | P | 2015-09-08 | 2022-04-05 | $7,924 | $3,624 | $4,300 | $4,300 |
| WARNER BROS DISCOVERY INC | P | 2022-04-11 | 2022-04-11 | $4 | $4 | $0 | $0 |
| WARNER BROS DISCOVERY INC | P | 2022-04-11 | 2022-04-18 | $50,182 | $49,203 | $979 | $979 |
| SOUTH JERSEY INDUSTRIES | P | 2020-08-12 | 2022-04-25 | $34,600 | $24,218 | $10,382 | $10,382 |
| SOUTH JERSEY INDUSTRIES | P | 2020-08-12 | 2022-05-06 | $34,330 | $24,218 | $10,112 | $10,112 |
| SOUTH JERSEY INDUSTRIES | P | 2020-08-12 | 2022-05-19 | $26,031 | $18,797 | $7,234 | $7,234 |
| SOUTH JERSEY INDUSTRIES | P | 2020-09-04 | 2022-05-19 | $34,280 | $22,800 | $11,480 | $11,480 |
| SOUTH JERSEY INDUSTRIES | P | 2020-10-28 | 2022-05-19 | $28,567 | $17,180 | $11,387 | $11,387 |
| SOUTH JERSEY INDUSTRIES | P | 2021-04-22 | 2022-05-19 | $11,739 | $8,726 | $3,013 | $3,013 |
| SOUTH JERSEY INDUSTRIES | P | 2021-08-24 | 2022-05-19 | $33,539 | $53,840 | -$20,301 | -$20,301 |
| SOUTH JERSEY INDUSTRIES | P | 2022-04-05 | 2022-05-19 | $2,706 | $2,790 | -$84 | -$84 |
| DOMINION ENERGY INC | P | 2019-12-23 | 2022-06-02 | $58 | $60 | -$2 | -$2 |
| STATE OF ISRAEL 10TH JUBILEE 3% 5/1/22 | P | 2017-05-03 | 2022-05-05 | $25,000 | $25,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $14,831 | $14,831 | $14,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,194,575 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,562 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,562 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,562 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,400 | 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 | $7,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14,162 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRUSTEE | IndividualWithBooksNm |
| Phone | 5087910901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MELVIN S CUTLER | ||||||||
| PO BOX 16903 | CLEARWATER | FL | 337666903 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERIC MULLIGAN | ||||||||
| C/O CUTLER ASSOC PO BOX 15049 | WORCESTER | MA | 01615 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| DOUGLAS CUTLER | ||||||||
| 1440 SE 15TH STREET | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| ELIZABETH J CUTLER | ||||||||
| PO BOX 96 | EAST ORLAND | ME | 044310096 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| ROBERT ADLER | ||||||||
| C/O SEDER CHANDLER 339 MAIN ST | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| BARBARA CROSBIE | ||||||||
| C/O CUTLER CAPITAL MGMT 306 MAIN ST | WORCESTER | MA | 016081518 | BOARD SECRETARY | 1.00 | $3,360 | $0 | $0 |
| KELLY CUTLER | ||||||||
| C/O CCM 306 MAIN STREET 2ND FL | WORCESTER | MA | 01615 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,253,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,004,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,358,583 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,358,583 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,158,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $657,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $657,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,562 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,562 | TotalTaxAmt |
| Distributable Before Adj | $636,348 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $636,348 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $636,348 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $568,634 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $568,634 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $636,348 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $143,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,264 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $261,382 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $238,003 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $697,853 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $568,634 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $568,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $67,714 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $67,714 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $630,139 | 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 | $75,490 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $554,649 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,264 | ExcessFromYear4Amt |
| Excess From Year3 | $261,382 | ExcessFromYear3Amt |
| Excess From Year2 | $238,003 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELVIN S CUTLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 141 SMALL GRANTS EACH UNDER 1000 ALL TO PUBLIC CHARITIES | |||||||
| 306 MAIN ST | WORCESTER | MA | 01615 | NONE | OTHER PUBLIC CHARITY | GENERAL | $18,680 |
| ABBY'S HOUSE | |||||||
| 52 HIGH ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $12,600 |
| ADOPT A STUDENT PROGRAM - DIOCESE WORCESTER | |||||||
| 49 ELM STREET | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| AISH CAMPUS BOSTON | |||||||
| 14 EMBASSY RD | BRIGHTON | MA | 02135 | NONE | OTHER PUBLIC CHARITY | GENERAL | $18,000 |
| AMERICAN FRIENDS OF NATAL INC | |||||||
| 1120 AVENUE OF THE AMERICAS | RENSSELAER | NY | 10036 | NONE | OTHER PUBLIC CHARITY | GENERAL | $9,000 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| ANTI-DEFAMATION LEAGUE NE REGION | |||||||
| 40 COURT ST 12 | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | GENERAL | $30,000 |
| ARTS WORCESTER | |||||||
| 44 PORTLAND ST | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $7,300 |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | OTHER PUBLIC CHARITY | GENERAL | $13,269 |
| BIG BROTHER BIG SISTER OF CENTRAL MASS | |||||||
| 484 MAIN ST SUITE 360 | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $7,600 |
| CHABAD LUBAVITCH OF CENTRAL MASS | |||||||
| 22 NEWTON AVE | WORCESTER | MA | 01602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $11,800 |
| CHABAD OF HARBOR BEACH | |||||||
| 1093 SE 17TH ST | FORT LAUDERDALE | FL | 33316 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CHRISTOPHER HOUSE INC | |||||||
| 10 MARY SCANO DR | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,500 |
| CLARK HILLEL | |||||||
| 950 MAIN ST | WORCESTER | MA | 01610 | NONE | OTHER PUBLIC CHARITY | GENERAL | $15,000 |
| CONCORD LAND CONSERVATION TRUST | |||||||
| SUDBURY RD | CONCORD MA | MA | 01742 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| COPPERHEAD CHARITIES INC | |||||||
| 36750 US HIGHWAY 19 NORTH | PALM HARBOR | FL | 34684 | NONE | OTHER PUBLIC CHARITY | GENERAL | $7,200 |
| ECOTARIUM | |||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,500 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | GENERAL | $63,200 |
| GENESIS CLUB INC | |||||||
| 274 LINCOLN ST | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $12,000 |
| GREATER WORCESTER COMMUNITY FOUNDATION | |||||||
| MAIN ST | WORCESTER | MA | 01615 | NONE | OTHER PUBLIC CHARITY | GENERAL | $5,100 |
| HABITAT FOR HUMANITY | |||||||
| 100 CHELMSFORD ROAD | NORTH BILLERICA | MA | 01862 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,500 |
| HOLOCAUST & HUMAN RIGHTS CENTER OF MAINE | |||||||
| 46 UNIVERSITY DR | AUGUSTA | ME | 04330 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| IMPACT ISRAEL | |||||||
| 4340 E W HWY 202 | BETHESDA | MD | 20814 | NONE | OTHER PUBLIC CHARITY | GENERAL | $13,200 |
| ISEF FOUNDATION | |||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | OTHER PUBLIC CHARITY | GENERAL | $24,000 |
| JEWISH FEDERATION OF CENTRAL MASS | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $66,700 |
| JEWISH HEALTHCARE CENTER | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,100 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | NONE | OTHER PUBLIC CHARITY | GENERAL | $39,000 |
| JEWISH NATIONAL FUND GREEN HORIZONS | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONE | OTHER PUBLIC CHARITY | GENERAL | $25,000 |
| MASS AUDUBON BROAD MEADOW BROOK CENTER | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| METROPLOITAN MINISTRIES | |||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,900 |
| NEXT STEP DOMESTIC VIOLENCE PROJECT | |||||||
| 733 BANGOR RD | ELLSWORTH | ME | 04605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| NOTRE DAME HEALTH CARE | |||||||
| 559 PLANTATION ST 555 | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENRAL | $6,000 |
| OHEL AVRAHAM | |||||||
| P O BOX 95016 | PALATINE | IL | 60095 | NONE | OTHER PUBLIC CHARITY | GENERAL | $6,000 |
| PEF ISRAEL ENDOWMENT FUND | |||||||
| 630 THIRD AVE RM 1500 | NEW YORK | NY | 10017 | NONE | OTHER PUBLIC CHARITY | GENERAL | $36,000 |
| RAINBOW CHILD DEVELOPMENT CENTER | |||||||
| 10 EDWARD ST | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENRAL | $2,000 |
| SALEM COMMUNITY CORP | |||||||
| 70 BRIARWOOD CIR | WORCESTER | MA | 01606 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,000 |
| ST JOHN'S FOOD FOR THE POOR CENTER | |||||||
| 44 TEMPLE ST | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,100 |
| ST PETER'S CATHOLIC CHURCH | |||||||
| 929 MAIN ST | WORCESTER | MA | 01610 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| TEMPLE AHAVAT SHALOM | |||||||
| 18200 RINALDI PL | NORTHRIDGE | CA | 91326 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,200 |
| UMASS MEMORIAL MEDICAL CENTER | |||||||
| 306 BELMONT STREET | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| UMMF - HUDSON HOAGLAND SOCIETY | |||||||
| 55 N LAKE AVE | WORCESTER | MA | 01655 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| UNITED WAY OF CENTRAL MA | |||||||
| 484 MAIN ST | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,500 |
| WATER4 MERCY | |||||||
| 3026 OAKMONT DR | CLEARWATER | FL | 33761 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,980 |
| WORCESTER JEWISH COMMUNITY CENTER | |||||||
| WORCESTER JEWISH COMMUNITY CENTER | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $18,375 |
| WORCESTER PUBLIC LIBRARY FOUNDATION | |||||||
| SALEM ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| WORCESTER STATE FOUNDATION INC | |||||||
| 486 CHANDLER ST | WORCESTER | MA | 01602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,200 |
| YMCA OF CENTRAL MA | |||||||
| 766 MAIN ST | WORCESTER | MA | 01610 | NONE | OTHER PUBLIC CHARITY | GENERAL | $4,750 |
| AGE FRIENDLY INSTITUTE | |||||||
| 204 2ND AVE | WALTHAM | MA | 02451 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,500 |
| CENTRAL MA JEWISH THEATRE | |||||||
| 11 SALISBURY HILL BLVD | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| SUMMIT ACADEMY | |||||||
| 15 JAMESBURY DR | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| DRESS FOR SUCCESS WORCESTER | |||||||
| 484 MAIN ST | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| HUMANE SOCIETY OF GREATER NASHUA | |||||||
| 24 FERRY ROAD | NASHUA | NH | 03064 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| JEREMIAHS INN | |||||||
| 1059 MAIN STREET | WORCESTER | MA | 01603 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,980 |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | GENERAL | $28,000 |
| NORTH HIGH SCHOOL | |||||||
| 140 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| RALPH BUNCHE INSTITUTE FOR INTERNATIONAL STUDIES | |||||||
| 365 5TH AVE | NEW YORK | NY | 10016 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| SAINT ANTOINE RESIDENCE | |||||||
| 10 RHODES AVENUE | NORTH SMITHFIELD | RI | 02896 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| SPORTS ALIVE | |||||||
| 10 ZENITH DR | WORCESTER | MA | 01602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| THE CASA PROJECT | |||||||
| 100 GROVE ST 403 | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,700 |
| YOUNG JUDAEA | |||||||
| 575 8TH AVE 11TH FL | NEW YORK | NY | 10018 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $568,634 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422,475 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,152 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,194,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,639,202 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,639,202 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MELVIN S CUTLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16903 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $467,550 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 22,500 SHARES PEOPLES UNITED FINANCIAL INC | NoncashPropertyDesc |
| Fair Market Value | $467,550 | FairMarketValueAmt |
| Received | 2022-03-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,117 | Amt |
| Net Investment Income | $6,117 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $1,068,906 | EOYBookValueAmt |
| EOYFMV | $1,105,798 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $10,018,776 | EOYBookValueAmt |
| EOYFMV | $10,930,379 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $393,882 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $394,137 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS FILING FEE | $500 | $500 | $0 |
| BANK SERVICE CHARGES | $481 | $481 | $0 |
| OFFICE SUPPLIES | $336 | $0 | $0 |
| ENABLE MAINSTREAM PARTNERS K-1 | $62,079 | $62,079 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SETTLEMENT FUNDS | $9,501 | $9,501 | $9,501 |
| OTHER INCOME | $12,651 | $12,651 | $12,651 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAYABLE | Desc |
| BOY Book Value | $4,412 | BOYBookValueAmt |
| EOY Book Value | $14,157 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $16,689 | Amt |
| Net Investment Income | $16,689 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $21,561 | $0 | $0 |
| FOREIGN TAX | $2,139 | $2,139 | $0 |