JOSIAH A SPAULDING EDUCATION FUND: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSIAH A SPAULDING EDUCATION FUND (EIN 22-3031985)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202121309349201227
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T16:51:31-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020458972 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDAGLIA & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 PLEASANT ST | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223031985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSIAH A SPAULDING EDUCATION FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O KATHLEEN WILSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSI | BusinessNameControlTxt |
| Phone | 9785268336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 192 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01944 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY WILSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9785267452 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHY | PersonFirstNm |
| Person Last | WILSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE ROY | PreparerPersonNm |
| PTIN | P00641000 | PTIN |
| Phone | 9784096180 | PhoneNum |
| Preparation | 2021-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $6,202 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $5,950 | ProgramServiceRevenueAmt |
| Investment Income | $252 | InvestmentIncomeAmt |
| Total Revenue | $6,202 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $800 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $1,234 | OtherExpensesTotalAmt |
| Total Expenses | $2,034 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,168 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $101,372 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $105,540 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,429 | BOYAmt |
| EOY | $127,100 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,429 | BOYAmt |
| EOY | $127,100 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,057 | BOYAmt |
| EOY | $21,560 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,372 | BOYAmt |
| EOY | $105,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SEE SCHEDULE O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | NONE DUE TO COVID-19 | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SHANNON ERDMANN | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| ALISON DALEY | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHY WILSON | ||||
| TREASURER | 0.00 | $0 | $0 | $0 |
| JESSICA LAMOTHE | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY WILSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MILLETS LANE | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01944 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9785268336 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $49,660 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,950 | CurrentTaxYearAmt |
| Total | $142,100 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,950 | CurrentTaxYearAmt |
| Total | $191,760 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $191,760 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $251 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $252 | CurrentTaxYearAmt |
| Total | $1,284 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $251 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $252 | CurrentTaxYearAmt |
| Total | $1,284 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,202 | CurrentTaxYearAmt |
| Total | $193,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99330 | PublicSupportCY509Pct |
| Investment Income CY | 0.00670 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: BANK INTEREST. AMOUNT: 252. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: POSTAGE AND DELIVERY. AMOUNT: 289. DESCRIPTION: FILING FEES. AMOUNT: 35. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 35. DESCRIPTION: BOOKKEEPING. AMOUNT: 875. TOTAL TO FORM 990-EZ, LINE 16: 1,234. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 35,057. END OF YEAR AMOUNT: 21,560. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |