CAROL A AND JAMES J MCINNIS CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CAROL A AND JAMES J MCINNIS CHARITABLE TRUST (EIN 46-1535074)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349104123
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T15:34:04-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043173778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAHEEN PALLONE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 861 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | 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 | 461535074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL A AND JAMES J MCINNIS | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 9786866112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYBETH MCINNIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARYBETH | PersonFirstNm |
| Person Last | MCINNIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAOMI J ANDON | PreparerPersonNm |
| PTIN | P00114320 | PTIN |
| Phone | 9786867200 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
| 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 | $317,834 | 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 | $6,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,489 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $6,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,489 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $40 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $90 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,270 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,270 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,270 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,897 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $126,809 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,114 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $180,012 | CorporateStockBOYAmt |
| Corporate Stock EOY | $179,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $217,720 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $306,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $317,834 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $890 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $90 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $305,931 | RetainedEarningBOYAmt |
| Retained Earning EOY | $279,661 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $305,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $279,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $306,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $279,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $305,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,897 | ExcessRevenueOverExpensesAmt |
| Subtotal | $280,034 | SubtotalAmt |
| Other Decreases | $373 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $279,661 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $88 | SubtotalAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $823 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $823 | TotalPaymentsAndCreditsAmt |
| Overpayment | $735 | OverpaymentAmt |
| Applied To ES Tax | $735 | 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 |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYBETH MCINNIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9786866112 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES J MCINNIS | ||||||||
| 23590 WISTERIA POINT DRIVE | BONITA SPRINGS | FL | 34135 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARYBETH MCINNIS | ||||||||
| 807 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $211,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $331,756 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $331,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $326,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88 | TotalTaxAmt |
| Distributable Before Adj | $16,251 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,251 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,251 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,270 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,270 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $32,270 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,251 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,839 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,347 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,260 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,872 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,270 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,019 | RemainingDistriFromCorpusAmt |
| Total Corpus | $55,891 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,839 | ExcessFromYear4Amt |
| Excess From Year3 | $9,347 | ExcessFromYear3Amt |
| Excess From Year2 | $10,260 | ExcessFromYear2Amt |
| Excess From Year1 | $9,567 | ExcessFromYear1Amt |
| Excess From Current Year | $16,019 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| PO BOX 93207 | LONG BEACH | CA | 908093207 | PC | SERVICES ELDERLY | $75 | ||
| AICR | ||||||||
| 1759 R STREET | WASHINGTON | DC | 20009 | PC | CANCER RESEARCH & TREATMENT | $100 | ||
| AMERICA NEEDS FATIMA | ||||||||
| PO BOX 341 | HANOVER | PA | 17331 | PC | RELIGIOUS | $25 | ||
| AMERICAN BREAST CANCER SUP ASSOC | ||||||||
| 113 REDBUM LANE | MARTINEZ | GA | 30907 | PC | CANCER SUPPORT & RESEARCH | $50 | RESEARCH & SUPPORT | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22478 | OKLAHOMA | OK | 73123 | PC | SAVE LIVES & FIGHT CANCER | $100 | ||
| AMERICAN DIABETES ASSOC | ||||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | PC | FINDING A CURE FOR DIABETES | $50 | ||
| AMERICAN HEART ASSOC | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | BUILD HEALTHIER LIVES | $25 | ||
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | PREVENTS & ALLEVIATES HUMAN SUFFERIN | $30 | ||
| ARTHRITIS FOUNDATION | ||||||||
| 1355 PEACHTREE ST NE SUIT | ATLANTA | GA | 30309 | PC | CONQUER ARTHRITIS | $25 | ||
| BRIGHAM & WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PC | RENOWNED TEACHING AFFILIATE OF HARVA | $1,200 | ||
| CAPE COD BABE RUTH | ||||||||
| PO BOX 621 | SOUTH DENNIS | MA | 02660 | PC | YOUTH PROGRAMS | $35 | ||
| CATHOLIC CHARITIES | ||||||||
| 2050 BALLENGER AVE SUITE | ALEXANDRIA | VA | 22314 | PC | SERVICE TO PEOPLE IN NEED | $475 | ||
| CATHOLIC FAITH APPEAL | ||||||||
| PO BOX 4905 | ORLANDO | FL | 32802 | PC | RELIGIOUS PROGRAMS | $500 | ||
| CATHOLIC MEDICAL MISSION BD | ||||||||
| 100 WALL STREET 9TH FLOO | NEW YORK | NY | 10005 | PC | HEALTHCARE PROGRAMS & INITIATIVES. | $75 | ||
| COPPERLEAF FOUNDATION | ||||||||
| 23101 COPPERLEAF BLVD | ESTERO | FL | 34135 | PC | SUPPORT OF LOCAL CHARITIES | $1,500 | ||
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | PC | CANCER SUPPORT & RESEARCH | $200 | ||
| DIOCESE OF VENICE FL | ||||||||
| 1000 PINEBROOK ROAD | VENICE | FL | 34285 | PC | RELIGIOUS | $100 | ||
| DISABLED VETERANS NATIONAL FOUNDATI | ||||||||
| 4601 FORBES BLVD STE 13 | LANHAM | MD | 20706 | PC | SUPPORT OF VETERANS | $120 | ||
| EASTER SEALS | ||||||||
| 484 MAIN ST | WORCESTER | MA | 01608 | PC | SUPPORT OF ADULTS AND CHILDREN WITH | $25 | ||
| GOOD COUNSEL | ||||||||
| PO BOX 6068 | HOBOKEN | NJ | 07030 | PC | PREGNANT WOMEN IN NEED | $25 | ||
| HABITAT FOR HUMANITY | ||||||||
| 2605 ENTERPRISE ROAD | CLEARWATER | FL | 33759 | PC | AFFORDABLE HOUSING | $125 | ||
| HELP HEAL VETS | ||||||||
| 36585 PENFIELD LANE | WINCHESTER | CA | 92596 | PC | AIDE VETERANS WITH ARTS & CRAFTS | $65 | ||
| KIDS WISH NETWORK | ||||||||
| 4060 LOUIS AVE | HOLIDAY | FL | 34691 | PC | SUPPORT FOR IMPROVING QUALITY OF LIF | $55 | ||
| LAZARUS HOUSE | ||||||||
| 412 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | PC | HOMELESS SHELTER | $50 | ||
| MAKE A WISH FOUNDATION | ||||||||
| 4742 N 24TH STREET SUIT | PHOENIX | AZ | 85016 | PC | GRANT ONE WISH TO EVERY ELIGIBLE CHI | $35 | ||
| MARCH OF DIMES | ||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | PC | IMPROVE THE HEALTH OF BABIES | $35 | ||
| MERCY HOME FOR BOYS & GIRLS | ||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | PC | AIDING POVERTY STRICKEN CHILDREN | $50 | ||
| MERRIMACK COLLEGE | ||||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | EDUCATION | $2,500 | ||
| MERRIMACK COLLEGE | ||||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | EDUCATION | $2,500 | ||
| MULTIPLE SCLEROSIS | ||||||||
| 6520 NORTH ANDREWS | FT LAUDERDALE | FL | 33309 | PC | RESEARCH/TREATMENT | $55 | ||
| NATIONAL FEDERATION FOR THE BLIND | ||||||||
| 61 MIDDLE ST | SOUTH BOSTON | MA | 02127 | PC | MEDICAL | $50 | ||
| NATIONAL SHRINE | ||||||||
| 400 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | PC | DAILY OPERATION & MINISTRY OF THE NA | $25 | ||
| OPERATION SMILE | ||||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | PC | CLEF LIP CHILDREN BETTERMENT | $25 | ||
| OUR LADY OF LIGHT | ||||||||
| 19680 CYPRESS DRIVE | FORT MYERS | FL | 33967 | PC | RELIGIOUS | $2,150 | ||
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | PC | EDUCATION | $75 | ||
| SALEM STATE UNIVERSITY | ||||||||
| 352 LAFAYETTE ST | SALEM | MA | 01970 | PC | EDUCATION | $1,000 | ||
| ST EDWARDS HIGH SCHOOL | ||||||||
| 13500 DETROIT AVE | LAKEWOOD | OH | 44107 | PC | EDUCATION | $500 | ||
| ST JOAN OF ARC CHURCH | ||||||||
| 61 CANAL ROAD | ORLEANS | MA | 02653 | PC | RELIGIOUS | $1,000 | ||
| ST JUDE'S RESEARCH HOSPITAL | ||||||||
| 313 WASHINGTON STREET | NEWTON | MA | 02458 | PC | CANCER RESEARCH | $100 | ||
| ST JUDE'S SHRINE | ||||||||
| 512 W SARATOGA STREET | BALTIMORE | MD | 21201 | PC | RELIGIOUS | $25 | ||
| ST MARY'S OF LYNN | ||||||||
| 35 TREMONT STREET | LYNN | MA | 01902 | PC | EDUCATION | $3,650 | ||
| ST PIUS V SCHOOL | ||||||||
| 28 BOWLER STREET | LYNN | MA | 01904 | PC | EDUCATION | $100 | ||
| ST VINCENT DE PAUL | ||||||||
| RT 6A | BREWSTER | MA | 02631 | PC | END POVERTY | $4,330 | ||
| SUSAN KOMEN FOUNDATION | ||||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | PC | BREAST CANCER AWARENESS | $100 | SUITE 526 | |
| US DEPUTY SHERIFF'S FUND | ||||||||
| 319 SOUTH HYDRAULIC ST S | WICHITA | KS | 67211 | PROVIDE NEEDED EQUIPMENT TO UNDERFUN | $60 | |||
| CARMELITE MONASTERY | ||||||||
| 15 MOUNT CARMEL ROAD | DANVERS | MA | 01923 | PC | CATHOLIC RELIGIOUS ORGANIZATION | $8,500 | ||
| AID TO THE CHURCH IN NEED | ||||||||
| 725 LEONARD STREET | BROOKLYN | NY | 112220384 | PC | TO HELP PERSECUTED CHRISTIANS | $25 | ||
| NLCS | ||||||||
| 1736 FAYETTEVILLE OWEN RD | BEDFORD | IN | 47421 | PC | PARENT TEACHER GROUP | $50 | ||
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | WETLAND CONSERVATION | $35 | ||
| GATEWAY BABE RUTH | ||||||||
| 883 SANDWICH ROAD | SAGAMORE | MA | 02561 | PC | BASEBALL IN LOCAL COMMUNITIES | $35 | ||
| LUPUS FOUNDATION | ||||||||
| 65 E NORTHFIELD ROAD DIL | LIVINGSTON | NJ | 07039 | PC | HEALTH ORGANIZATION | $25 | ||
| NATIONWIDE CHILDRENS | ||||||||
| 700 CHILDRENS DRIVE | COLOMBUS | OH | 43205 | PC | HEALTH RESEARCH IN CHILDREN | $25 | ||
| SALISIAN MISSION | ||||||||
| 2 LEFEVRE LANE | NEW ROCHELLE | NY | 108015710 | PC | INTERNATIONAL RELIEF FOR CHILDREN | $25 | ||
| THE PASSIONITES | ||||||||
| 8564 CRISP ROAD | WHITESVILLE | KY | 42378 | PC | CATHOLIC CHARITY | $50 | ||
| UNICEF | ||||||||
| 18 TREMONT ST 820 | BOSTON | MA | 02108 | PC | SOCIAL SERVICE ORGANIZATION | $50 | ||
| POLICE LIVES MATTER | ||||||||
| 600 FISK AVENUE SUITE 12 | BROWNWOOD | TX | 76801 | PC | LAW ENFORCEMENT WELFARE | $30 | ||
| CHILD TRAUMA RELIEF | ||||||||
| 285 PROSPECT STREET | NORTHAMPTON | MA | 01060 | PC | TRAUMA RELIEF FOR CHILDREN | $25 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,270 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $14 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $14 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,503 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 APOGEE ENTERPRISES | $14,453 | $15,840 |
| 1000 BANK OF AMERICA | $14,602 | $30,310 |
| 1000 BRISTOL-MYERS SQUIBB | $56,410 | $62,030 |
| 2000 EXTENDICARE | $6,146 | $5,212 |
| 1000 INTEL | $24,128 | $49,820 |
| 1000 SECTOR SPDR TR | $15,345 | $29,480 |
| 300 SINCLAIR BROADCAST | $11,772 | $9,555 |
| 1000 MOMO INC | $33,667 | $13,960 |
| 42 TIVITY HEALTH | $815 | $823 |
| 1000 BRISTOL-MYERS CVR | $2,299 | $690 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $373 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $890 | BOYBookValueAmt |
| EOY Book Value | $90 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $40 | Amt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $90 | Amt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |