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ISLAND FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ISLAND FOUNDATION INC (EIN 04-2670567)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-22
IRS object ID
202122039349100722
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

FieldValueIRS element (for citing)
Return2021-07-22T15:28:06-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043027605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024672111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042670567EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOLIVER MOOREPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5087482809PhoneNum
Signature2021-07-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,942,393FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,008InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,008InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,008InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$870,704DividendsRevAndExpnssAmt
Dividends Net Invst Incm$870,704DividendsNetInvstIncmAmt
Dividends Adj Net Incm$870,704DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$837,697NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,119,266GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,015TotalRevAndExpnssAmt
Total Net Invst Incm$871,712TotalNetInvstIncmAmt
Total Adj Net Incm$871,712TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$132,906CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,291CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$119,615CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$169,602OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$16,960OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$152,642OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$143,720PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$14,372PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$129,348PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,544LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,272LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,272LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,860AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,430AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,430AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,820OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,182OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,638OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$104,490TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,449TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$94,041TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$9,845DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$10,297DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$8,514OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$851OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$7,663OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,200TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$9,200TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$35,566OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,559OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$32,007OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$669,067TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$106,366TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$10,297TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$552,856TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,440,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,440,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,109,067TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$106,366TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$10,297TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,992,856TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,075,052ExcessRevenueOverExpensesAmt
Net Investment Income$765,346NetInvestmentIncomeAmt
Adjusted Net Income$861,415AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,250,174SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,024,047SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,024,047SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$5,675PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,675PrepaidExpensesEOYFMVAmt
Other Investments BOY$56,547,089OtherInvestmentsBOYAmt
Other Investments EOY$57,758,390OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,758,390OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$351,985LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$218,105LandBldgEquipAccumDeprecAmt
Land BOY$143,725LandBOYAmt
Land EOY$133,880LandEOYAmt
Land EOYFMV$133,880LandEOYFMVAmt
Other Assets BOY$27,926OtherAssetsBOYAmt
Other Assets EOY$20,401OtherAssetsEOYAmt
Other Assets EOYFMV$20,401OtherAssetsEOYFMVAmt
Total Assets BOY$57,968,914TotalAssetsBOYAmt
Total Assets EOY$59,942,393TotalAssetsEOYAmt
Total Assets EOYFMV$7,942,393TotalAssetsEOYFMVAmt
Accounts Payable BOY$26,263AccountsPayableBOYAmt
Accounts Payable EOY$46,862AccountsPayableEOYAmt
Grants Payable BOY$105,000GrantsPayableBOYAmt
Grants Payable EOY$20,000GrantsPayableEOYAmt
Other Liabilities BOY$79,100OtherLiabilitiesBOYAmt
Other Liabilities EOY$149,196OtherLiabilitiesEOYAmt
Total Liabilities BOY$210,363TotalLiabilitiesBOYAmt
Total Liabilities EOY$216,058TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$57,758,551NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$59,726,335NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$57,758,551TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$59,726,335TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$57,968,914TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$59,942,393TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$57,758,551TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,075,052ExcessRevenueOverExpensesAmt
Other Increases$5,042,836OtherIncreasesAmt
Subtotal$59,726,335SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$59,726,335TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 6556P$3,369,389$2,932,880$436,509$436,509
CHARLES SCHWAB 6556P$28,749,877$30,024,083-$1,274,206-$1,274,206
FieldValueIRS element (for citing)
Capital Gain Net Income-$837,697CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$436,509NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,638InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,638SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,638TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,926EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$27,926TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$17,288OverpaymentAmt
Applied To ES Tax$17,288AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HANNAH MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DOUGLAS WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DENISE PORCHE
589 MILL STREET PO BOX 1605MARIONMA02738ASST CLERK/EXEC DIRECTOR40.00$132,906$19,936$0
CHARLES FAYERWEATHER
589 MILL STREET PO BOX 1605MARIONMA02738CLERK0.00$0$0$0
KATHARINE CLARK
589 MILL STREET PO BOX 1605MARIONMA02738VICE PRESIDENT5.00$0$0$0
KIM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DAVID CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
CHRISTOPHER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
MICHAEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
OLIVER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738TREASURER5.00$0$0$0
SAMUEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HANNAH NESBEDA
589 MILL STREET PO BOX 1605MARIONMA02738PRESIDENT5.00$0$0$0
JOANN WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HELEN TUPPER
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
STEPHEN CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
EMILY JACKSON MATTHEWS
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S PRIORITIES FALL WITHIN FOUR MAJOR CATEGORIES - ENVIRONMENT, NEW BEDFORD, ALTERNATIVE EDUCATION AND WOMEN & GIRLS. IN EXCESS OF 125 CHARITABLE ORGANIZATIONS RECEIVED GRANTS IN 2020.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$57,152,739AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,994,089AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$59,146,828TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$59,146,828AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$887,202CashDeemedCharitableAmt
Net Vl Noncharitable Assets$58,259,626NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,912,981MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,912,981MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,638TaxBasedOnInvestmentIncomeAmt
Total Tax$10,638TotalTaxAmt
Distributable Before Adj$2,902,343DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,902,343DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,902,343DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,992,856ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,992,856QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,992,856AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,902,343DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$405,360ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$252,691ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$244,031ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$261,264ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$527,764ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,691,110TotalExcessDistributionCyovAmt
Qualifying Distributions$2,992,856QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,902,343AppliedToCurrentYearAmt
Remaining Distri From Corpus$90,513RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,781,623TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$405,360ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,376,263ExcessDistriCyovToNextYrAmt
Excess From Year4$252,691ExcessFromYear4Amt
Excess From Year3$244,031ExcessFromYear3Amt
Excess From Year2$261,264ExcessFromYear2Amt
Excess From Year1$527,764ExcessFromYear1Amt
Excess From Current Year$90,513ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDENISE PORCHERecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (175 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ACADIA CENTER
PO BOX 583ROCKPORTME048560583N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
AFRICAN ALLIANCE OF RHODE ISLAND
PO BOX 27874PROVIDENCERI02907N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
AMMONOOSUC CONSERVATION TRUST
PO BOX 191FRANCONIANH03580N/ANON-PROFIT ORGANIZATENVIRONMENT$5,000
AMOS HOUSE
460 PINE STPROVIDENCERI02907N/ANON-PROFIT ORGANIZATPENZANCE$1,000
ASSOCIATED SCIENTISTS AT WOODS HOLE
PO BOX 721WOODS HOLEMA02543N/ANON-PROFIT ORGANIZATENVIRONMENT$5,000
ATLANTA COMMUNITY FOOD BANK INC
3400 NORTH DESERT DRIVEATLANTAGA30344N/ANON-PROFIT ORGANIZATPENZANCE$4,000
BIODIVERSITYWORKS INC
455 STATE RD PMB 179VINEYARD HAVENMA02568N/ANON-PROFIT ORGANIZATPENZANCE$8,000
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
780 ALBANY STREETBOSTONMA02118N/ANON-PROFIT ORGANIZATPENZANCE$3,680
BOW SEAT OCEAN AWARENESS PROGRAMS
185 WESTFIELD STWESTWOODMA02090N/ANON-PROFIT ORGANIZATEDUCATION$10,000
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$30,000
BRISTOL COMMUNITY COLLEGE FOUNDATION INC
777 ELSBREE STREETFALL RIVERMA02723N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$25,000
CAPE & ISLANDS SELF-RELIANCE
PO BOX 396NORTH FALMOUTHMA02556N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
CARBONFUNDORG FOUNDATION INC
853 MAIN STREETEAST AURORANY14052N/ANON-PROFIT ORGANIZATPENZANCE$4,000
CATERPILLAR LAB INC
369 OLD CHESHAM RDMARLBOROUGHNH034553109N/ANON-PROFIT ORGANIZATPENZANCE$5,000
CATHOLIC SOCIAL SERVICES OF FALL RIVER INC
1600 BAY STREETFALL RIVERMA02724N/ANON-PROFIT ORGANIZATNEW BEDFORD$30,000
CENTER FOR EFFECTIVE PHILANTHROPY INC
675 MASSACHUSETTS AVECAMBRIDGEMA02139N/ANON-PROFIT ORGANIZATNEW BEDFORD$6,000
CENTER FOR GREAT APES
PO BOX 488WAUCHULAFL33873N/ANON-PROFIT ORGANIZATPENZANCE$8,000
CENTRO COMUNITARIO DE TRABAJADORES
1532 ACUSHNET AVENEW BEDFORDMA02746N/ANON-PROFIT ORGANIZATNEW BEDFORD$25,000
CIRCUS ARTS CONSERVATORY INC
2075 BAHIA VISTA STREETSARASOTAFL34239N/ANON-PROFIT ORGANIZATPENZANCE$3,000
CLEAN OCEAN ACCESS
21 JOHN CLARKE ROADMIDDLETOWNRI02842N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC
105 WILLIAM ST STE 26NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
COMMUNITY ACTION WORKS
6 BLUEBERRY STREETWEYMOUTHMA02188N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
COMMUNITY ACTION WORKS
294 WASHINGTON STREETBOSTONMA02108N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATEDUCATION$25,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATPENZANCE$8,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATPENZANCE$6,600
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
1285 ACUSHNET AVENUENEW BEDFORDMA02746N/ANON-PROFIT ORGANIZATNEW BEDFORD$30,000
COMMUNITY FOUNDATION OF THE VIRGIN ISLANDS INC
6100 RED HOOK QTRS STE E-21ST THOMASVI008021344N/ANON-PROFIT ORGANIZATEDUCATION$25,000
COMPACT OF CAPE COD CONSERVATION TRUSTS INC
PO BOX 443BARNSTABLEMA02630N/ANON-PROFIT ORGANIZATENVIRONMENT$20,000
CORAZON SANCHEZ ATAYDE MEMORIAL FOUNDATION INC
N/ANON-PROFIT ORGANIZATPENZANCE$4,000603C EMERALD MANSIONS EMERALD AVEPASIG CITYPASIG CITYRP
CROSSROADS RHODE ISLAND
160 BROAD STREETPROVIDENCERI02903N/ANON-PROFIT ORGANIZATPENZANCE$2,300
DENNIS CONSERVATION LAND TRUST
PO BOX 67EAST DENNISMA02641N/ANON-PROFIT ORGANIZATENVIRONMENT$3,000
DENNISON MEMORIAL COMMUNITY CENTER
755 SOUTH FIRST STREETNEW BEDFORDMA02744N/ANON-PROFIT ORGANIZATNEW BEDFORD$25,000
DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND
645 ELMWOOD AVENUEPROVIDENCERI02907N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND
220 ELMWOOD AVENUEPROVIDENCERI029071435N/ANON-PROFIT ORGANIZATPENZANCE$2,250
DREAM OUT LOUD CENTER INC
1 JOHNNY CAKE HILL 2ND FLOORNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$15,000
EASTERN MASSACHUSETTS ABORTION FUND
955 MASSACHUSETTS AVE 427CAMBRIDGEMA02139N/ANON-PROFIT ORGANIZATPENZANCE$1,000
EATING WITH THE ECOSYSTEM
PO BOX 295WAKEFIELDRI02880N/ANON-PROFIT ORGANIZATENVIRONMENT$8,000
ECORI NEWS
10 DAVOL SQPROVIDENCERI02903N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
ENTREPRENEURSHIP FOR ALL INC
1213 PURCHASE STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$15,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVENEW YORKNY10115N/ANON-PROFIT ORGANIZATENVIRONMENT$22,000
FOSTER PARROTS
PO BOX 650ROCKLANDMA02370N/ANON-PROFIT ORGANIZATPENZANCE$1,600
FRACTURED ATLAS
66 GROSVENOR AVEPROVIDENCERI02908N/ANON-PROFIT ORGANIZATEDUCATION$8,000
FRANKLIN COUNTY COMMUNITY DEVELOPMENT CORPORATION (FCCDC)
324 WELLS STREETGREENFIELDMA01301N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
FREED SEED FEDERATION INC
PO BOX 3090WESTPORTMA02790N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
FRIENDS OF FROST FREE LIBRARY
PO BOX 457MARLBOROUGHNH03455N/ANON-PROFIT ORGANIZATPENZANCE$3,000
GALLERY X
169 WILLIAM STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$10,000
GLOBAL GREENGRANTS FUND
2840 WILDERNESS PLACE SUITE ABOULDERCO80301N/ANON-PROFIT ORGANIZATENVIRONMENT$15,000
GLOBAL IMPACT
1035 CAMBRIDGE STREETCAMBRIDGEMA02141N/ANON-PROFIT ORGANIZATEDUCATION$15,000
GLOBAL IMPACT
1199 N FAIRFAX STREETALEXANDRIAVA22314N/ANON-PROFIT ORGANIZATENVIRONMENT$8,000
GOOD NEIGHBORS INC
55 TURNER AVENUEEAST PROVIDENCERI02915N/ANON-PROFIT ORGANIZATPENZANCE$1,000
GROUNDWORK LAWRENCE
1285 ACUSHNET AVENEW BEDFORDMA02746N/ANON-PROFIT ORGANIZATENVIRONMENT$20,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
HEALTH IMPERATIVES INC
942 WEST CHESTNUT STREETBROCKTONMA02301N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$15,000
HUMANE SOCIETY & SHELTER SOUTHCOAST
31 VENTURA DRNORTH DARTMOUTHMA02747N/ANON-PROFIT ORGANIZATPENZANCE$2,000
IMMIGRANTS' ASSISTANCE CENTER INC
58 CRAPO STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$25,000
INSTITUTO DE CONSERVACION DE BALLENAS (ICB) ARGENTINA
N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000OHIGGINS 4380 CP 1429 CABABUENOS AIRESBUENOS AIRESARCP 1429 CABA
JONES RIVER WATERSHED ASSOCIATION
55 LANDING RDKINGSTONMA02364N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATEDUCATION$10,000
LEAGUE OF WOMEN VOTERS OF RHODE ISLAND EDUCATION FUND
1 RICHMOND SQUARE SUITE 220 A-WPROVIDENCERI02906N/ANON-PROFIT ORGANIZATPENZANCE$2,300
LEHIGH VALLEY HEALTH NETWORK
2100 MACK BLVD PO BOX 1883ALLENTOWNPA18103N/ANON-PROFIT ORGANIZATPENZANCE$20,000
MA COALITION TO PREVENT GUN VIOLENCE
PO BOX 960504BOSTONMA02109N/ANON-PROFIT ORGANIZATNEW BEDFORD$15,000
MAINE CENTER FOR COASTAL FISHERIES
PO BOX 27STONINGTONME04681N/ANON-PROFIT ORGANIZATENVIRONMENT$20,000
MARION INSTITUTE
202 SPRING STMARIONMA02738N/ANON-PROFIT ORGANIZATEDUCATION$10,000
MARION LIBRARY ASSOCIATION
8 SPRING STREETMARIONMA02738N/ANON-PROFIT ORGANIZATPENZANCE$1,000
MARION NATURAL HISTORY SOCIETY INC
8 SPRING STMARIONMA02738N/ANON-PROFIT ORGANIZATPENZANCE$1,000
MASS PPD FUND
PO BOX 320526WEST ROXBURYMA02132N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$10,000
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773N/ANON-PROFIT ORGANIZATENVIRONMENT$20,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 WEST 33RD STREETNEW YORKNY10120N/ANON-PROFIT ORGANIZATSPECIAL PROJECTS$25,000
MORRIS ANIMAL FOUNDATION
720 S COLORADO BLVDDENVERCO80246N/ANON-PROFIT ORGANIZATPENZANCE$2,300
NATIONAL AUDUBON SOCIETY
11 AUDUBON ROADBREMENME04551N/ANON-PROFIT ORGANIZATPENZANCE$4,000
NATIONAL AUDUBON SOCIETY
11 AUDUBON ROADBREMENME04551N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
NATIONAL LAWYERS GUILD FOUNDATION INC
132 NASSAU ST STE 922NEW YORKNY10038N/ANON-PROFIT ORGANIZATPENZANCE$8,000
NATIVE LAND CONSERVANCY
PO BOX 974MASHPEEMA02649N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
NATIVITY PREPARATORY SCHOOL NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATEDUCATION$25,000
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREETAUGUSTAME04330N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
NEW BEDFORD HISTORICAL SOCIETY
21 SEVENTH STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$15,000
NEW BEDFORD MUSEUM & ART CENTER INC DBA NEW BEDFORD ART MUSEUMARTWORKS
608 PLEASANT STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
POBOX 50494NEW BEDFORDMA02745N/ANON-PROFIT ORGANIZATEDUCATION$22,000
NEW BEDFORD SYMPHONY ORCHESTRA
128 UNION STREET SUITE 204NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$10,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATPENZANCE$8,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$5,000
NEW ENGLAND AQUARIUM
1 CENTRAL WHARFBOSTONMA02110N/ANON-PROFIT ORGANIZATENVIRONMENT$50,000
NEW ENGLAND AQUARIUM
1 CENTRAL WHARFBOSTONMA02110N/ANON-PROFIT ORGANIZATPENZANCE$4,000
NEW ENGLAND AQUARIUM
1 CENTRAL WHARFBOSTONMA02110N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
NEW ENGLAND GRASSROOTS ENVIRONMENT FUND
PO BOX 611NEWMARKETNH03857N/ANON-PROFIT ORGANIZATENVIRONMENT$30,000
NEW LEARNING JOURNEY
700 BRAGG HILL ROADFAYSTONVT05673N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
NORTH & SOUTH RIVER WATERSHED ASSOCIATION
PO BOX 43NORWELLMA02061N/ANON-PROFIT ORGANIZATENVIRONMENT$5,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$30,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$10,000
NORTHWEST ATLANTIC MARINE ALLIANCE
222 MAIN STREETGLOUCESTERMA01930N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
ONE SQUARE WORLD
71 PETER PARLEY RDBOSTONMA02130N/ANON-PROFIT ORGANIZATENVIRONMENT$7,000
ONE TREE PLANTED INC
145 PINE HAVEN SHORES RDSHELBURNVT05482N/ANON-PROFIT ORGANIZATPENZANCE$4,000
OSSINING FIRE DEPARTMENT
21 STATE STREETOSSINGERNY10562N/ANON-PROFIT ORGANIZATPENZANCE$8,000
OUR SISTERS' SCHOOL INC
145 BROWNELL AVENUENEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATEDUCATION$25,000
PARTNERS IN HEALTH
800 BOYLSTON STREET SUITE 300BOSTONMA021998190N/ANON-PROFIT ORGANIZATPENZANCE$3,680
PAUL CUFFEE SCHOOL
459 PROMENADE STREETPROVIDENCERI02908N/ANON-PROFIT ORGANIZATEDUCATION$12,000
PENIKESE ISLAND SCHOOL INC
PO BOX 161WOODS HOLEMA02543N/ANON-PROFIT ORGANIZATEDUCATION$10,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$25,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENEW HAVENCT06511N/ANON-PROFIT ORGANIZATPENZANCE$2,300
POCASSET POKENOKET LANDTRUST INDIGENOUS PEOPLES NETWORK
44 BEDSON RDCRANSTONRI02910N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
PROJECT SOUTH THE INSTITUTE FOR THE ELIMINATION POVERTY & GENOCIDE
10 DAVOL SQUAREPROVIDENCERI02903N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$20,000
QUEBEC-LABRADOR FOUNDATION INC
55 SOUTH MAIN STREETIPSWICHMA01938N/ANON-PROFIT ORGANIZATSPECIAL PROJECTS$25,000
RED TOMATO
50 SIMS AVENUEPROVIDENCERI02909N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
ONE SHIELDS AVENUEDAVISCA95616N/ANON-PROFIT ORGANIZATENVIRONMENT$18,000
RESTORE AMERICAS ESTUARIES
2300 CLARENDON BLVDARLINGTONVA22201N/ANON-PROFIT ORGANIZATENVIRONMENT$5,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907N/ANON-PROFIT ORGANIZATPENZANCE$5,100
RI SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
186 AMARAL STREETRIVERSIDERI02915N/ANON-PROFIT ORGANIZATPENZANCE$1,600
RUFF RESIDENTS UNITED FOR FURRY FRIENDS
PO BOX 568WARRENRI02885N/ANON-PROFIT ORGANIZATPENZANCE$1,600
SAFE VOICES
PO BOX 713AUBURNME04212N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$15,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/ANON-PROFIT ORGANIZATPENZANCE$5,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/ANON-PROFIT ORGANIZATENVIRONMENT$30,000
SCHOOL ON WHEELS OF MASSACHUSETTS
100 LAUREL STREET SUITE 121EAST BRIDGEWATER MAMA02333N/ANON-PROFIT ORGANIZATEDUCATION$15,000
SIPPICAN HISTORICAL SOCIETY
PO BOX 541MARIONMA02738N/ANON-PROFIT ORGANIZATPENZANCE$2,000
SOCIAL ENTERPRISE GREENHOUSE
10 DAVOL SQUAREPROVIDENCERI02909N/ANON-PROFIT ORGANIZATENVIRONMENT$15,000
SOCIAL INNOVATION FORUM INC
2 OLIVER STREET STE 802BOSTONMA02109N/ANON-PROFIT ORGANIZATNEW BEDFORD$25,000
SOUTH COAST LGBTQ NETWORK INC
PO BOX 8473NEW BEDFORDMA02742N/ANON-PROFIT ORGANIZATNEW BEDFORD$15,000
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
22 BEDFORD STREETFALL RIVERMA027222507N/ANON-PROFIT ORGANIZATEDUCATION$21,000
SOUTHCOAST COMMUNITY FOUNDATION
41 BEDFORD STREET PO BOX 7559NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATENVIRONMENT$10,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATENVIRONMENT$30,000
SOUTHCOAST COMMUNITY FOUNDATION
30 CORNELL STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$15,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$45,000
SOUTHCOAST COMMUNITY FOUNDATION
135 UNION STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$25,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$25,000
SOUTHCOAST HOSPITALS GROUP INC
101 PAGE STNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$20,000
SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP (SEMAP)
PO BOX 80625DARTMOUTHMA02748N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104N/ANON-PROFIT ORGANIZATPENZANCE$4,000
SOUTHSIDE COMMUNITY LAND TRUST
109 SOMERSET STPROVIDENCERI02907N/ANON-PROFIT ORGANIZATENVIRONMENT$20,000
STELLER LUDWIG FOUNDATION
8920 FRANKLIN AVEGIG HARBORWA983321012N/ANON-PROFIT ORGANIZATPENZANCE$5,000
STRATEGIES FOR YOUTH
PO BOX 390174CAMBRIDGEMA02139N/ANON-PROFIT ORGANIZATNEW BEDFORD$5,000
STRIVETOGETHER INC
125 EAST 9TH ST 2ND FLCINCINNATIOH45202N/ANON-PROFIT ORGANIZATPENZANCE$2,250
SURVIVAL INTERNATIONAL USA
PO BOX 26345SAN FRANCISCOCA94126N/ANON-PROFIT ORGANIZATPENZANCE$3,000
SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS
601 E ARRELLAGA STREET STE 101SANTA BARBARACA93103N/ANON-PROFIT ORGANIZATENVIRONMENT$7,000
THE ECOLOGY SCHOOL
184 SIMPSON RDSACOME04072N/ANON-PROFIT ORGANIZATEDUCATION$15,000
THE FAMILY PANTRY-DAMIEN'S PLACE
PO BOX 111FAIRHAVENMA02719N/ANON-PROFIT ORGANIZATPENZANCE$1,000
THE FAMILY PANTRY-DAMIEN'S PLACE
PO BOX 111FAIRHAVENMA02719N/ANON-PROFIT ORGANIZATNEW BEDFORD$15,000
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118N/ANON-PROFIT ORGANIZATPENZANCE$640
THE GREENE SCHOOL
94 JOHN POTTER ROADWEST GREENWICHRI02817N/ANON-PROFIT ORGANIZATEDUCATION$10,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/ANON-PROFIT ORGANIZATPENZANCE$16,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/ANON-PROFIT ORGANIZATEDUCATION$40,000
THE PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREETPROVIDENCERI02903N/ANON-PROFIT ORGANIZATPENZANCE$1,600
THE ROBERT POTTER LEAGUE FOR ANIMALS
87 OLIPHANT LANEMIDDLETOWNRI02842N/ANON-PROFIT ORGANIZATPENZANCE$1,600
THIRD SECTOR NEW ENGLAND
2 BELMONT TERRACESOMERVILLEMA02143N/ANON-PROFIT ORGANIZATENVIRONMENT$20,000
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/ANON-PROFIT ORGANIZATENVIRONMENT$6,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
PO BOX 127BOSTONMA02127N/ANON-PROFIT ORGANIZATEDUCATION$15,000
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770N/ANON-PROFIT ORGANIZATPENZANCE$2,000
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770N/ANON-PROFIT ORGANIZATPENZANCE$4,000
TUFTS MEDICAL CENTER TRUST
800 WASHINGTON STREETBOSTONMA02111N/ANON-PROFIT ORGANIZATSPECIAL PROJECTS$25,000
UNITED INTERFAITH ACTION OF SOUTHEASTERN MASSACHUSETTS
228 N MAIN STFALL RIVERMA02720N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
UNITED WAY OF GREATER NEW BEDFORD
128 UNION STREET SUITE 105NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
UNITED WAY OF GREATER NEW BEDFORD
128 UNION STREET SUITE 105NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$10,000
UNITED WAY OF GREATER NEW BEDFORD
128 UNION STREET SUITE 105NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$25,000
UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
51 SLEEPER STREETBOSTONMA02210N/ANON-PROFIT ORGANIZATNEW BEDFORD$10,000
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT ROADDARTMOUTHMA02747N/ANON-PROFIT ORGANIZATEDUCATION$10,000
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT ROADDARTMOUTHMA02747N/ANON-PROFIT ORGANIZATEDUCATION$5,000
UPSTREAM
PO BOX 1352DAMARISCOTTAME04543N/ANON-PROFIT ORGANIZATENVIRONMENT$25,000
WATERFRONT HISTORIC AREA LEAGUE (WHALE)
15 JOHNNY CAKE HILLNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$10,000
WAYPOINT ADVENTURE
453 CONCORD AVENUELEXINGTONMA02421N/ANON-PROFIT ORGANIZATEDUCATION$10,000
WILDLANDS TRUST
675 LONG POND ROADPLYMOUTHMA02360N/ANON-PROFIT ORGANIZATENVIRONMENT$18,000
WILSON MUSEUM
120 PERKINS STCASTINEME04421N/ANON-PROFIT ORGANIZATENVIRONMENT$5,000
WOMEN'S FUND OF RHODE ISLAND
133 DELAINE STREETPROVIDENCERI02909N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$20,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATPENZANCE$2,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATPENZANCE$2,000
YOUTH OPPORTUNITIES UNLIMITED INC
224 BROCK AVENUENEW BEDFORDMA02744N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$20,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$20,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATWOMXN AND GIRLS$25,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/ANON-PROFIT ORGANIZATNEW BEDFORD$1,000
ZEPHYR EDUCATION FOUNDATION INC
54 WIDGEON RDFALMOUTHMA02540N/ANON-PROFIT ORGANIZATEDUCATION$5,000
IRISH WHALE AND DOLPHIN GROUP
N/ANON-PROFIT ORGANIZATENVIRONMENT$13,000MERCHANTS QUAY DRIMNA KILRUSHCOUNTY CLAREEIV15 E762
MY BROTHER'S WORKSHOP
PO BOX 503205ST THOMASVI00805N/ANON-PROFIT ORGANIZATSPECIAL PROJECTS$100,000
MY BROTHER'S WORKSHOP
PO BOX 503205ST THOMASVI00805N/ANON-PROFIT ORGANIZATPENZANCE$2,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,440,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,008ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$870,704ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$837,697ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,015ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,015TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$10,860Amt
Net Investment Income$5,430NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,430DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (29 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING1989-01-30$150,150$116,374SL40.000000000000$3,754$0$3,754
DONATED FURNITURE1989-07-06$17,166$17,166SL7.000000000000$0$0$0
OFFICE CHAIR1989-11-17$280$280SL7.000000000000$0$0$0
LIBRARY SHELVES1992-07-23$1,800$1,800SL7.000000000000$0$0$0
13 CHAIRS AND 1 DESK2006-12-01$1,936$1,936SL7.000000000000$0$0$0
DESK & DRAWERS2008-09-24$620$620SL7.000000000000$0$0$0
4 FILING CABINETS2008-07-21$796$796SL7.000000000000$0$0$0
FILING CABINETS1990-02-12$356$356SL7.000000000000$0$0$0
IKON COPIER2010-02-15$5,408$5,408SL7.000000000000$0$0$0
COMPUTER2003-07-31$3,288$3,288SL5.000000000000$0$0$0
COMPUTER2004-01-01$384$384SL5.000000000000$0$0$0
DELL COMPUTER2005-09-30$1,468$1,468SL5.000000000000$0$0$0
DIGITAL PROJECTOR2005-11-30$1,310$1,310SL5.000000000000$0$0$0
PHOTOCOPIER2006-12-29$2,552$2,552SL5.000000000000$0$0$0
MACBOOK2008-03-26$1,649$1,649SL5.000000000000$0$0$0
APPLE MINI HP MONITOR AND PRINTER2009-07-13$1,129$1,129SL5.000000000000$0$0$0
MAC LAPTOP HARDWARE AND SOFTWARE2009-08-28$2,344$2,344SL5.000000000000$0$0$0
LAND1989-01-30$44,850L$0$0$0
BUILDING IMPROVEMENTS2010-03-25$9,139$2,282SL39.000000000000$234$0$234
STONE WALL2001-10-31$15,879$7,394SL39.000000000000$407$0$407
WINDOWS2001-11-30$12,659$5,877SL39.000000000000$325$0$325
HANDICAP RAMP AND BATHROOM2002-03-22$10,627$4,828SL39.000000000000$272$0$272
DRIVEWAY PAVING (7,286 SQ FT)2006-05-01$16,495$15,033SL15.000000000000$1,100$0$1,100
WINDOWS2013-08-27$7,800$1,275SL39.000000000000$200$0$200
KITCHEN2014-06-23$22,338$3,175SL39.000000000000$573$0$573
EQUIPMENT (LIFESIZE)2016-06-10$7,911$6,544200DB5.000000000000$547$0$1,367
COMPUTER EQUIPMENT2018-12-31$4,153$1,786200DB5.000000000000$947$0$831
COMPUTER EQUIPMENT2019-05-03$2,860$763200DB5.000000000000$839$0$572
DESK & CHAIRS2019-05-08$4,637$442SL7.000000000000$662$0$662

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$57,758,390BookValueAmt
EOYFMV$5,758,390EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (29 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING$150,150$120,128$30,022
DONATED FURNITURE$17,166$17,166$0
OFFICE CHAIR$280$280$0
LIBRARY SHELVES$1,800$1,800$0
13 CHAIRS AND 1 DESK$1,936$1,936$0
DESK & DRAWERS$620$620$0
4 FILING CABINETS$796$796$0
FILING CABINETS$356$356$0
IKON COPIER$5,408$5,408$0
COMPUTER$3,288$3,288$0
COMPUTER$384$384$0
DELL COMPUTER$1,468$1,468$0
DIGITAL PROJECTOR$1,310$1,310$0
PHOTOCOPIER$2,552$2,552$0
MACBOOK$1,649$1,649$0
APPLE MINI HP MONITOR AND PRINTER$1,129$1,129$0
MAC LAPTOP HARDWARE AND SOFTWARE$2,344$2,344$0
LAND$44,850$0$44,850
BUILDING IMPROVEMENTS$9,139$2,516$6,623
STONE WALL$15,879$7,801$8,078
WINDOWS$12,659$6,202$6,457
HANDICAP RAMP AND BATHROOM$10,627$5,100$5,527
DRIVEWAY PAVING (7,286 SQ FT)$16,495$16,133$362
WINDOWS$7,800$1,475$6,325
KITCHEN$22,338$3,748$18,590
EQUIPMENT (LIFESIZE)$7,911$7,091$820
COMPUTER EQUIPMENT$4,153$2,733$1,420
COMPUTER EQUIPMENT$2,860$1,602$1,258
DESK & CHAIRS$4,637$1,104$3,533

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$2,544LegalFeesAmt
Net Investment Income$1,272NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,272DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID FEDERAL INCOME TAXES$27,926$17,288$17,288
ACCRUED INTEREST RECEIVABLE$3,113$3,113

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$13,965$1,397$0$12,568
INSURANCE$1,867$187$0$1,680
OFFICE EXPENSES$11,436$1,145$0$10,291
REPAIRS & MAINTENANCE$8,298$830$0$7,468

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS)Desc
Amt$5,042,836Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
BOY Book Value$79,100BOYBookValueAmt
EOY Book Value$149,196EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FINANCIAL CONSULTING$40,000$40,000$0$0
PAYROLL SERVICE FEE$1,820$182$0$1,638

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$23,256$2,326$0$20,930
INVESTMENT EXCISE & DEFERRED TAXES$80,734$8,073$0$72,661
FORM PC MA TAX$500$50$0$450