THE SAVINGS BANK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE SAVINGS BANK CHARITABLE FOUNDATION INC (EIN 04-3370164)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202121379349100422
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T07:05:59-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041011100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043370164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Savings Bank Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAVI | BusinessNameControlTxt |
| Phone | 7812460400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 357 Main Street PO Box 30 | AddressLine1Txt |
| City | Wakefield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Denise Carbone | PersonNm |
| Person Title | VP/Treasurer/Director | PersonTitleTxt |
| Phone | 7812460400 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Denise | PersonFirstNm |
| Person Last | Carbone | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $985,251 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,765 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,491 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,145 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,145 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,641 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,004 | CashBOYAmt |
| Cash EOY | $48,360 | CashEOYAmt |
| Cash EOYFMV | $48,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,981 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,157 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $484,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $488,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $796,686 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $71,876 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $67,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $72,048 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $687,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $672,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $985,251 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $687,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | $672,222 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $687,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $672,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $687,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $672,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $687,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $672,222 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $672,222 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $60,416 | $44,954 | $15,462 | $15,462 | |
| Capital Gains Dividends | $29 | $29 | $29 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,491 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $432 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $432 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $432 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $830 | 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 | $830 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $398 | OverpaymentAmt |
| Applied To ES Tax | $398 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Denise Carbone | IndividualWithBooksNm |
| Phone | 7812460400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 357 Main Street PO Box 30 | AddressLine1Txt |
| City | Wakefield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | 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 | 0 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Robert J DiBella | ||||||||
| 357 Main Street PO Box 30 | Wakefield | MA | 01880 | President/Director | 1.00 | $0 | $0 | $0 |
| Denise Carbone | ||||||||
| 357 Main Street PO Box 30 | Wakefield | MA | 01880 | VP/Treasurer/Director | 1.00 | $0 | $0 | $0 |
| Raichelle L Kallery | ||||||||
| 357 Main Street PO Box 30 | Wakefield | MA | 01880 | VP/Clerk/Director | 1.00 | $0 | $0 | $0 |
| Therese Jarmusik | ||||||||
| 357 Main Street PO Box 30 | Wakefield | MA | 01880 | Director | 1.00 | $0 | $0 | $0 |
| Glenn D Dolbeare | ||||||||
| 357 Main Street PO Box 30 | Wakefield | MA | 01880 | Director | 1.00 | $0 | $0 | $0 |
| Karen A Conrad | ||||||||
| 357 Main Street PO Box 30 | Wakefield | MA | 01880 | Director | 1.00 | $0 | $0 | $0 |
| Joanne Reilly | ||||||||
| 357 Main Street PO Box 30 | Wakefield | MA | 01880 | Director | 1.00 | $0 | $0 | $0 |
| Margaret Super Church | ||||||||
| 357 Main Street PO Box 30 | Wakefield | MA | 01880 | Director | 1.00 | $0 | $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 | $547,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $665,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $665,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $655,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,790 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $432 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $432 | TotalTaxAmt |
| Distributable Before Adj | $32,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,641 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,641 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,641 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,157 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $480 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $844 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,927 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,907 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,641 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,283 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,598 | 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 | $7,157 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $480 | ExcessFromYear4Amt |
| Excess From Year3 | $844 | ExcessFromYear3Amt |
| Excess From Year2 | $1,927 | ExcessFromYear2Amt |
| Excess From Year1 | $2,907 | ExcessFromYear1Amt |
| Excess From Current Year | $14,283 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert J DiBella | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 357 Main Street PO Box 30 | AddressLine1Txt |
| City | Wakefield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812460400 | RecipientPhoneNum |
| Form And Info And Materials | Applications available at above address | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See applications for various deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards are to be granted within Wakefield, Massachusetts and its vicinity, unless an exception is made by the Board of Directors to benefit community, charitable, educational and other benevolent purposes. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Mission of Deeds Inc | ||||||
| 6 Chapin Avenue | Reading | MA | 01867 | PC | General Support | $3,000 |
| Boys & Girls Club of Lawrence | ||||||
| 136 Water Street | Lawrence | MA | 01841 | PC | General Support | $2,500 |
| Essex Art Center | ||||||
| 56 Island Street | Lawrence | MA | 01840 | PC | General Support | $2,000 |
| Lazarus House Ministries Inc | ||||||
| PO Box 408 | Lawrence | MA | 01842 | PC | General Support | $3,500 |
| Boys & Girls Club of Stoneham & Wakefield | ||||||
| 15 Dale Court | Stoneham | MA | 02180 | PC | General Support | $3,500 |
| Communitas Inc | ||||||
| 60-D Audubon Road | Wakefield | MA | 01880 | PC | General Support | $2,506 |
| Emmaus Inc | ||||||
| 127 How Street | Haverhill | MA | 01830 | PC | General Support | $5,000 |
| Mystic Valley Elder Services | ||||||
| 300 Commercial Street | Malden | MA | 02148 | PC | General Support | $3,000 |
| North Reading Food Pantry | ||||||
| 150 Haverhill Street | North Reading | MA | 01864 | PC | General Support | $4,000 |
| The Haven Project | ||||||
| 65 Munroe Street | Lynn | MA | 01901 | PC | General Support | $1,500 |
| Neighbors In Need | ||||||
| 60 Island Street | Lawrence | MA | 01840 | PC | General Support | $5,000 |
| Massachusetts Coalition for the Homeless | ||||||
| 69-73 Buffum Street | Lynn | MA | 01902 | PC | General Support | $3,000 |
| Andover Community Trust | ||||||
| PO Box 5038 | Andover | MA | 01810 | PC | General Support | $2,500 |
| Bread & Roses | ||||||
| 58 Newbury Street | Lawrence | MA | 01840 | PC | General Support | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,006 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,765 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,491 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,256 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 335 SHR INVESCO TAXABLE MUNI BOND ETF | $9,960 | $11,223 |
| 400 SHR VANECK VECTORS INVEST GR FLOATING | $10,092 | $10,116 |
| 88 SHR ISHARES TIPS BOND ETF | $10,028 | $11,233 |
| 145 SHR VANGUARD INTERM-TM CORP BOND ETF | $12,537 | $14,085 |
| 305 SHR VANGUARD SHORT-TERM CORP BOND | $24,383 | $25,391 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHR APPLE INC | $8,150 | $39,807 |
| 185 SHR ABBVIE INC | $7,259 | $19,823 |
| 120 SHR ABBOTT LABORATORIES | $10,061 | $13,139 |
| 410 SHR AFLAC INC | $8,063 | $18,233 |
| 70 SHR ALBEMARLE CORP | $6,687 | $10,450 |
| 45 SHR AMGEN INC | $6,927 | $10,346 |
| 515 SHR BANK OF AMERICA CORP | $10,335 | $15,610 |
| 160 SHR BRISTOL-MYERS SQUIBB CO | $5,224 | $9,925 |
| 75 SHR CUMMINS INC | $10,572 | $17,033 |
| 40 SHR COSTCO WHOLESALE CORP | $6,186 | $15,071 |
| 370 SHR CISCO SYSTEMS INC | $10,668 | $16,558 |
| 135 SHR CHEVRON CORP | $7,494 | $11,401 |
| 150 SHR WALT DISNEY CO | $14,776 | $27,177 |
| 165 SHR DOW INC | $8,032 | $9,158 |
| 100 SHR DUKE ENERGY CORP | $5,570 | $9,156 |
| 195 SHR EMERSON ELECTRIC CO | $10,745 | $15,672 |
| 60 SHR FACEBOOK INC CL A | $10,472 | $16,390 |
| 105 SHR GENUINE PARTS CO | $10,230 | $10,545 |
| 80 SHR HOME DEPOT INC | $9,760 | $21,250 |
| 140 SHR INTERNATIONAL BUSINESS MACHINES | $18,309 | $17,623 |
| 200 SHR INTEL CORP | $3,934 | $9,964 |
| 100 SHR JOHNSON AND JOHNSON | $5,852 | $15,738 |
| 180 SHR JP MORGAN CHASE & CO | $10,626 | $22,873 |
| 70 SHR KIMBERLY-CLARK CORP | $4,507 | $9,438 |
| 80 SHR MCDONALDS CORP | $7,583 | $17,166 |
| 275 SHR METLIFE INC | $13,219 | $12,911 |
| 145 SHR MICROSOFT CORP | $3,245 | $32,251 |
| 200 SHR PAYCHEX INC | $9,630 | $18,636 |
| 55 SHR PEPSICO INC | $6,389 | $8,157 |
| 100 SHR PROCTER & GAMBLE CO | $4,251 | $13,914 |
| 55 SHR PUBLIC STORAGE INC | $10,186 | $12,701 |
| 170 SHR QUALCOMM INC | $12,150 | $25,898 |
| 163 SHR RAYTHEON TECHNOLOGIES CORP | $12,802 | $11,656 |
| 210 SHR SOUTHERN COMPANY | $9,574 | $12,900 |
| 550 SHR AT&T INC | $16,497 | $15,818 |
| 145 SHR TARGET CORP | $10,977 | $25,597 |
| 40 SHR UNITEDHEALTH GROUP INC | $10,632 | $14,027 |
| 270 SHR VERIZON COMMUNICATIONS INC | $14,936 | $15,863 |
| 145 SHR WASTE MANAGEMENT INC | $4,434 | $17,100 |
| 65 SHR ACCENTURE PLC A | $4,776 | $16,979 |
| 415 SHR GLAXOSMITHKLINE PLC SPONS ADR | $17,365 | $15,272 |
| 90 SHR NESTLE S A SPONSORED ADR | $6,977 | $10,602 |
| 940 SHR WISDOMTREE MIDCAP DIVIDEND | $32,215 | $32,721 |
| 380 SHR WISDOMTREE INTERNATIONAL HIGH DIV | $13,802 | $14,227 |
| 215 SHR ISHARES CORE S&P SMALL CAP | $16,507 | $19,759 |
| 450 SHR VANGUARD FTSE DEVELOPED MKTS EX- | $17,749 | $21,245 |
| 125 SHR VANGUARD REAL ESTATE ETF | $10,308 | $10,616 |
| 365 SHR VANGUARD EMERGING MARKETS | $12,062 | $18,290 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $6,145 | Amt |
| Net Investment Income | $6,145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | State Filing | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |