ADELAIDE BREED BAYRD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ADELAIDE BREED BAYRD FOUNDATION (EIN 04-6051258)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-12
- IRS object ID
- 202121939349100022
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-12T13:23:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNICORN PARK DRIVE SUITE 101 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 046051258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELAIDE BREED BAYRD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ATTY C HENRY KEZER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C HENRY KEZER | InCareOfNm |
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 7813241231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C HENRY KEZER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7813241231 | PhoneNum |
| Signature | 2021-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | C Henry | PersonFirstNm |
| Person Last | Kezer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL BARDARO CPA | PreparerPersonNm |
| PTIN | P00634441 | PTIN |
| Phone | 7813216065 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $42,768,122 | 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 | $5,279 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $861,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $861,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,427,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,452,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,427,893 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,294,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,289,435 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $88,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,344 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,172 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,172 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $247,105 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $193,763 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $53,342 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,400 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $187 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $8,618 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $8,618 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,770 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,770 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $423,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $250,935 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $130,902 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,748,871 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,748,871 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,172,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $250,935 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,879,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,122,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,038,500 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,046 | CashBOYAmt |
| Cash EOY | $24,093 | CashEOYAmt |
| Cash EOYFMV | $24,093 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $40,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $581,424 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $736,901 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $736,901 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,144,302 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,853,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,853,682 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,934,581 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,148,375 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,148,375 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,321 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,250 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $258 | LandBOYAmt |
| Land EOY | $71 | LandEOYAmt |
| Land EOYFMV | $71 | LandEOYFMVAmt |
| Total Assets BOY | $37,715,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,768,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,768,122 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,048 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $324,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $391,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $325,548 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $392,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $37,390,063 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,375,622 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,390,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,375,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,715,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,768,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,390,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,122,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,863,140 | OtherIncreasesAmt |
| Subtotal | $42,375,622 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,375,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EASTERN BANK LT | P | $10,036,867 | $7,764,845 | $2,272,022 | $2,272,022 |
| EASTERNBANK ST | P | $3,910,450 | $3,835,677 | $74,773 | $74,773 |
| EASTERN BANK MARSH ST | P | $118,876 | $120,287 | -$1,411 | -$1,411 |
| EASTERN BANK MARSH LT | P | $386,634 | $304,125 | $82,509 | $82,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,427,893 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,235 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,235 | SubtotalAmt |
| Tax Based On Investment Income | $42,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,967 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $66,967 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,732 | OverpaymentAmt |
| Applied To ES Tax | $24,732 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.bayrd.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C HENRY KEZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7813241231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| C HENRY KEZER | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | PRESIDENT | 1.0 | $9,900 | $0 | $0 |
| SUSAN C MANSUR | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TREASURER | 1.0 | $20,900 | $0 | $0 |
| RICHARD R BURNS JR | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | Vice President | 1.0 | $9,900 | $0 | $0 |
| robert m wallask | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.0 | $9,900 | $0 | $0 |
| PAUL MCPHEETERS | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.0 | $7,700 | $0 | $0 |
| DOROTHY WHITTIER | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.0 | $9,900 | $0 | $0 |
| FRANCIS K BROWN II | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | Assistant Treasurer | 1.0 | $9,900 | $0 | $0 |
| Laura L Hodgin | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | VICE PRESIDENT | 1.0 | $9,900 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Eastern Bank | |||||
| 605 Broadway | SAUGUS | MA | 01906 | Agency Fees | $144,163 |
| Kezer & Kezer | |||||
| 350 Main Street | MALDEN | MA | 02148 | Management and legal | $99,200 |
| Withum | |||||
| 500 Unicorn Park | WOBURN | MA | 01801 | Accountant | $26,344 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO 501(C)(3) ORGANIZATIONS, MALDEN CITY AGENCIES AND SCHOLARSHIPS FOR DESERVING STUDENTS | Description1Txt |
| Expenses1 | $1,748,871 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,443,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,443,420 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,443,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $576,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,866,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,893,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,893,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,235 | TotalTaxAmt |
| Distributable Before Adj | $1,851,103 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,851,103 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,851,103 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,879,773 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,879,773 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,879,773 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,851,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $254,077 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $756,514 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,692 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $132,705 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $441,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,735,356 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,879,773 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,851,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,670 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,764,026 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $254,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,509,949 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $756,514 | ExcessFromYear4Amt |
| Excess From Year3 | $150,692 | ExcessFromYear3Amt |
| Excess From Year2 | $132,705 | ExcessFromYear2Amt |
| Excess From Year1 | $441,368 | ExcessFromYear1Amt |
| Excess From Current Year | $28,670 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | C HENRY Kezer | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Main Street | AddressLine1Txt |
| City | Malden | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7813241231 | RecipientPhoneNum |
| Form And Info And Materials | Grant Application Requirements: 1. Cover letter to include the following: contact information, the name and address of the organization, summarizing the purpose, focus, goals, mission or objectives, amount of funds requested and how the funds will be used. 2. Grant Proposal. 3. IRS 501(c)(3) letter. 4. Financial Documents which may include: financial statement, budget, and IRS 990. 5. Any additional documentation you believe will help further assist the Bayrd Foundation in supporting your mission. Scholarship Application Requirements 1. Completed Application. 2. Official Transcript. 3. A short, concise essay written by the applicant addressing his or her academic, career, and life goals. 4. College Account Statement or Billing Statement and Financial Aid Award Letter from the college or university, to include the following: a. Tuition, Room and Board, Student Fees. b. Loans, Grants, Scholarships and Work Study Programs. c. Balance Due. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Grant Requests due the second Tuesday in February. Scholarship Applications due October 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Adelaide Breed Bayrd Foundation is dedicated to the benefit of the citizens of Malden and surrounding communities. Scholarships are open to any high school graduate who resides in the City of Malden at the time of graduation. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | summary | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Provide funds to support the entity's charitable work and PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDENT. See attachment | GrantOrContributionPurposeTxt |
| Amt | $1,748,871 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,748,871 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $861,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,427,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,289,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $33 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,289,435 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $26,344 | Amt |
| Net Investment Income | $13,172 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,172 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | Withum | ContractorPersonNm |
| Explanation | ACCOUNTING FEES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| PROJECTOR | 2007-04-04 | $297 | $297 | M5 | |
| COMPUTER EQUIPMENT | 2007-03-02 | $4,013 | $4,013 | M5 | |
| FURNITURE & FIXTUR | 2001-01-01 | $520 | $520 | M5 | |
| FURNITURE & FIXTUR | 2007-04-04 | $4,133 | $4,133 | M7 | |
| FURNITURE & FIXTUR | 2007-05-18 | $937 | $937 | M7 | |
| FURNITURE & FIXTUR | 2007-12-03 | $445 | $445 | M7 | |
| VALLEY COMMUNICATI | 2008-09-02 | $2,005 | $2,005 | M5 | |
| COMPUTER EQUIPMENT | 2013-12-09 | $1,785 | $892 | M5 | |
| LAPTOP COMPUTER | 2014-09-05 | $5,931 | $2,965 | M5 | |
| IPADS | 2014-10-28 | $3,594 | $1,797 | M5 | |
| COMPUTER EQUIPMENT | 2015-12-31 | $1,870 | $845 | M5 | $90 |
| OFFICE FURNISHING | 2015-07-14 | $435 | $166 | M7 | $19 |
| COMPUTER | 2016-03-25 | $1,356 | $561 | M5 | $78 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $8,148,375 | EOYBookValueAmt |
| EOYFMV | $8,148,375 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $25,740,026 | $25,740,026 |
| MUTUAL AND INDEX FUND | $8,113,656 | $8,113,656 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $736,901 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $736,901 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| POSTAGE AND MISC | $5,557 | $5,557 |
| TELEPHONE EXPENSE | $840 | $840 |
| BANK CHARGES | $300 | $300 |
| FILING FEES | $250 | $250 |
| EQUIPMENT LEASE | $2,910 | $2,910 |
| INSURANCE | $1,913 | $1,913 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,863,140 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| IT CONSULTANT | $3,742 | $3,742 | |
| MANAGEMENT FEES | $99,200 | $49,600 | $49,600 |
| EASTERN BANK AGENCY FEES | $144,163 | $144,163 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $41,400 | Amt |