BAY STATE FEDERAL SAVINGS CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BAY STATE FEDERAL SAVINGS CHARITABLE FOUNDATION (EIN 04-3415547)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-05
- IRS object ID
- 202140959349100004
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-05T08:55:51-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER NEWMAN & NOYES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 FEDERAL STREET SUITE 970 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 043415547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bay State Federal Savings | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYS | BusinessNameControlTxt |
| Phone | 6172252822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1190 | AddressLine1Txt |
| City | Sagamore Beach | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02562 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE M RENAGHAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6172252822 | PhoneNum |
| Signature | 2021-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENISE | PersonFirstNm |
| Person Last | RENAGHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 6175563900 | PhoneNum |
| Preparation | 2021-03-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,774,798 | 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 |
| Interest On Sav Rev And Expnss | $5,751 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,751 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $218,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,084 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $825,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,647,056 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $825,944 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,049,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,049,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $227,576 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $227,576 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $148,473 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,951 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,522 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11,390 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11,390 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,096 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,709 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,756 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,756 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $438,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $350,853 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $531,003 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $431,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $959,867 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $741,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $852,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $852,137 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,929,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,353,023 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,353,023 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $623,093 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $411,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $411,831 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $156,807 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $156,807 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $156,807 | LandEOYFMVAmt |
| Total Assets BOY | $11,294,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,617,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,774,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,294,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,617,991 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,294,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,617,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,294,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,617,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,294,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $431,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,891,615 | OtherIncreasesAmt |
| Subtotal | $13,617,991 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,617,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Tradede Securities | $3,641,262 | $2,821,112 | $820,150 | $820,150 | |
| Capital Gains Dividends | $5,794 | $5,794 | $5,794 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $825,944 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,342 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,342 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,342 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,175 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,175 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,833 | OverpaymentAmt |
| Applied To ES Tax | $8,833 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.baystatecharitable.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Denise Renaghan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172252822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1190 | AddressLine1Txt |
| City | Sagamore Beach | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Brenda T Harrington | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Director | 1.00 | $5,000 | $0 | $0 |
| Denise M Renaghan | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | President/Director | 30.00 | $85,000 | $87,576 | $0 |
| Michael O Gilles | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Treasurer/Director | 5.00 | $10,000 | $10,000 | $0 |
| Anthony Caruso | ||||||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Secretary/Director | 5.00 | $15,000 | $15,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US Trust | |||||
| PO Box 830269 | Dallas | TX | 75283 | Investment Management | $74,537 |
| Joan Murphy | |||||
| PO Box 1190 | Sagamore Beach | MA | 02562 | Community Liaison | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,907,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $771,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,679,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,679,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,503,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $575,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $575,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,342 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,342 | TotalTaxAmt |
| Distributable Before Adj | $561,850 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $561,850 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $561,850 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $531,003 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $531,003 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $531,003 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $561,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $61,763 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,276 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,505 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $211,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $531,003 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $531,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,847 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,847 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $180,169 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $180,169 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,916 | ExcessFromYear4Amt |
| Excess From Year3 | $24,276 | ExcessFromYear3Amt |
| Excess From Year2 | $47,472 | ExcessFromYear2Amt |
| Excess From Year1 | $77,505 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Denise Renaghan The Bay State Feder | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1190 | AddressLine1Txt |
| City | Sagamore Beach | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172252822 | RecipientPhoneNum |
| Form And Info And Materials | Grant Application Package or Written Letter with 501(c)(3) IRS Determination Letter. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | To support community organizations that contribute to improving quality of life. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (139 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS Association Florida Chapter | |||||||
| 3242 Parkside Center Circle | Tampa | FL | 33619 | N/A | PC | General Operating Support | $1,500 |
| Alzheimer's Association | |||||||
| 480 Pleasant Street | Watertown | MA | 02472 | N/A | PC | General Operating Support | $1,000 |
| American Cancer Society | |||||||
| 30 Speen Street | Framingham | MA | 01701 | N/A | PC | General Operating Support | $1,500 |
| American Institute for Cancer Research | |||||||
| 1759 R Street NW | Washington | DC | 200092552 | N/A | PC | General Operating Support | $250 |
| American Red Cross | |||||||
| 431 18th Street NW | Washington | DC | 20006 | N/A | PC | General Operating Support | $2,000 |
| Arlington Catholic High SchoolSt Agnes School | |||||||
| 16 Medford Street | Arlington | MA | 02474 | N/A | PC | General Operating Support | $1,000 |
| Asian Task Force Against Domestic Violence | |||||||
| PO Box 120108 | Boston | MA | 02112 | N/A | PC | General Operating Support | $500 |
| Association of Small Foundations | |||||||
| 1720 North Street NW | Washington | DC | 20036 | N/A | PC | General Operating Support | $750 |
| Berkshire Hills Music Academy | |||||||
| 48 Woodbridge Street | South Hadley | MA | 01075 | N/A | PC | General Operating Support | $750 |
| Best Buddies International Inc | |||||||
| 100 Southeast 2nd Street Suite 2200 | Miami | FL | 33131 | N/A | PC | General Operating Support | $500 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Brookline Avenue | Boston | MA | 02215 | N/A | PC | General Operating Support | $3,500 |
| Bike the US for MS | |||||||
| PO Box 10001 | Blacksburg | VA | 24062 | N/A | PC | General Operating Support | $1,000 |
| Birthday Wishes Inc | |||||||
| 24 Superior Drive Suite B1 | Natick | MA | 01760 | N/A | PC | General Operating Support | $250 |
| Bishop Fenwick High School | |||||||
| 99 Margin Street | Peabody | MA | 01960 | N/A | PC | General Operating Support | $250 |
| Boston Chinatown Neighborhood Center | |||||||
| 885 Washington Street | Boston | MA | 02111 | N/A | PC | General Operating Support | $1,000 |
| Brigham and Women's and Faulkner Hospital | |||||||
| 1153 Centre Street | Boston | MA | 02130 | N/A | PC | General Operating Support | $2,000 |
| Brookline Community Foundation | |||||||
| 40 Webster Place | Brookline | MA | 02445 | N/A | PC | General Operating Support | $1,000 |
| Brookline High School | |||||||
| 115 Greenough Street | Brookline | MA | 02445 | N/A | GOV | General Operating Support | $3,500 |
| Brookline Multi Service Senior Center Corp | |||||||
| 93 Winchester Street | Brookline | MA | 02446 | N/A | PC | General Operating Support | $3,250 |
| Brotherhood of Hope | |||||||
| PO Box 200057 | Boston | MA | 02120 | N/A | PC | General Operating Support | $750 |
| Caritas Communities | |||||||
| 25 Braintree Hill Office Park 206 | Braintree | MA | 02184 | N/A | PC | General Operating Support | $1,000 |
| Catholic Charities USA | |||||||
| 2050 Ballenger Avenue Suite 400 | Alexandria | VA | 22314 | N/A | PC | General Operating Support | $1,000 |
| Catholic Memorial School | |||||||
| 235 Baker Street | West Roxbury | MA | 02132 | N/A | PC | General Operating Support | $1,000 |
| Catholic Schools Foundation | |||||||
| 67 Batterymarch Street 6th Floor | Boston | MA | 02110 | N/A | PC | General Operating Support | $1,000 |
| Charles River Center | |||||||
| 59 East Militia Heights Drive | Needham | MA | 02492 | N/A | PC | General Operating Support | $750 |
| Childrens Hospital Boston | |||||||
| 300 Longwood Avenue | Boston | MA | 02115 | N/A | PC | General Operating Support | $1,000 |
| Childrens Law Center of Massachusetts | |||||||
| PO Box 710 298 Union Street | Lynn | MA | 01903 | N/A | PC | General Operating Support | $1,000 |
| Childrens Specialized Hospital Foundation | |||||||
| 150 New Providence Road | Mountainside | NJ | 07092 | N/A | PC | General Operating Support | $1,000 |
| Community Hospice of Northeast Florida Foundation | |||||||
| 4266 Sunbeam Road | Jacksonville | FL | 32257 | N/A | SO I | General Operating Support | $750 |
| Compassionate Care ALS | |||||||
| PO Box 1052 | West Falmouth | MA | 025741052 | N/A | PC | General Operating Support | $1,500 |
| Cotting School Inc | |||||||
| 453 Concord Avenue | Lexington | MA | 02421 | N/A | PC | General Operating Support | $1,500 |
| Covenant House | |||||||
| 461 Eighth Avenue | New York | NY | 10001 | N/A | PC | General Operating Support | $750 |
| CRUDEM Foundation Inc | |||||||
| PO Box 804 | Ludlow | MA | 01056 | N/A | PC | General Operating Support | $2,000 |
| Crystal Springs Inc | |||||||
| 38 Narrows Road | Assonet | MA | 02702 | N/A | PC | General Operating Support | $750 |
| Cystic Fibrosis Foundation | |||||||
| 6931 Arlington Road Suite 200 | Bethesda | MD | 20814 | N/A | PC | General Operating Support | $1,000 |
| Dana Farber Cancer Institute | |||||||
| 450 Brookline Avenue | Boston | MA | 02215 | N/A | PC | General Operating Support | $2,500 |
| Dedham Historical Society | |||||||
| PO Box 215 | Dedham | MA | 02027 | N/A | PC | General Operating Support | $250 |
| Dove Inc | |||||||
| PO Box 690267 | Quincy | MA | 02269 | N/A | PC | General Operating Support | $4,000 |
| Dream Big Inc | |||||||
| 281 Needham Street 202 | Newton | MA | 02464 | N/A | PC | General Operating Support | $1,000 |
| Elizabeth Stone House | |||||||
| PO Box 300039 | Jamaica Plain | MA | 02130 | N/A | PC | General Operating Support | $500 |
| English at Large | |||||||
| 800 W Cummings Park Suite 550 | Woburn | MA | 01801 | N/A | PC | General Operating Support | $1,000 |
| Eternal World Television Network | |||||||
| 5817 Old Leeds Road | Irondale | AL | 35210 | N/A | PC | General Operating Support | $1,000 |
| Father Bill's & Main Spring | |||||||
| 430 Belmont Street | Brockton | MA | 02301 | N/A | PC | General Operating Support | $1,500 |
| Francis Ouimet Scholarship Fund | |||||||
| 300 Arnold Palmer Blvd | Norton | MA | 02766 | N/A | PC | General Operating Support | $1,000 |
| Franciscan Hospital for Children | |||||||
| 30 Warren Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $1,000 |
| Franciscan Missionary Sisters for Africa | |||||||
| 172 Foster Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $4,000 |
| Friends of Thai Daughters Inc | |||||||
| PO Box 370 | Trevett | ME | 04571 | N/A | PC | General Operating Support | $1,000 |
| Friends of the Orphans NPH USA | |||||||
| 134 North La Salle Street Suite 500 | Chicago | IL | 60602 | N/A | PC | General Operating Support | $500 |
| Girl Scouts of Eastern Massachusetts | |||||||
| 420 Boylston Street Suite 505 | Boston | MA | 02116 | N/A | PC | General Operating Support | $1,000 |
| Goddard House | |||||||
| 165 Chestnut Street | Brookline | MA | 02445 | N/A | PC | General Operating Support | $3,000 |
| Greater Boston Food Bank | |||||||
| 70 S Bay Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $1,500 |
| Habitat for Humanity - Greater Boston | |||||||
| 240 Commercial Street | Boston | MA | 02109 | N/A | PC | General Operating Support | $500 |
| Hale-Barnard Corporation | |||||||
| 273 Clarendon Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $250 |
| Harry Chapin Food Bank of Southwest Florida Inc | |||||||
| 3760 Fowler Street | Fort Myers | FL | 33901 | N/A | PC | General Operating Support | $750 |
| Holy Trinity Armenian Church | |||||||
| 145 Brattle Street | Cambridge | MA | 02138 | N/A | PC | General Operating Support | $500 |
| Home for Little Wanderers | |||||||
| 10 Guest Street Suite 3 | Boston | MA | 02135 | N/A | PC | General Operating Support | $1,500 |
| Homes for our Troops | |||||||
| 6 Main Street | Taunton | MA | 02780 | N/A | PC | General Operating Support | $1,000 |
| Hospitality Homes | |||||||
| PO Box 15265 | Boston | MA | 02215 | N/A | PC | General Operating Support | $1,500 |
| House of Possibilities Inc | |||||||
| 350 Washington Street | North Easton | MA | 02356 | N/A | PC | General Operating Support | $1,000 |
| Interfaith Social Services | |||||||
| 105 Adams Street | Quincy | MA | 02169 | N/A | PC | General Operating Support | $3,000 |
| Jackson Walnut Park School | |||||||
| 637 Cambridge Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $1,000 |
| JDRF International | |||||||
| 200 Vesey Street 28th Floor | New York | NY | 10281 | N/A | PC | General Operating Support | $750 |
| Jett Foundation | |||||||
| 36 Cordage Park Circle Suite 328 | Plymouth | MA | 02360 | N/A | PC | General Operating Support | $2,000 |
| John M Barry Boys & Girls Club | |||||||
| 675 Watertown Street | Newton | MA | 02460 | N/A | PC | General Operating Support | $750 |
| Kahn Academy | |||||||
| PO Box 1630 | Mountain View | CA | 94042 | N/A | PC | General Operating Support | $1,000 |
| Little People's School Inc | |||||||
| 1507 Washington Street | West Newton | MA | 02465 | N/A | PC | General Operating Support | $2,500 |
| Little Sisters of the Poor | |||||||
| 186 Highland Avenue | Somerville | MA | 02143 | N/A | PC | General Operating Support | $1,500 |
| Make A Wish Foundation of MARI | |||||||
| 133 Federal Street 2nd Floor | Boston | MA | 02110 | N/A | PC | General Operating Support | $1,000 |
| Manet Community Health Center | |||||||
| 110 West Squantum Street | North Quincy | MA | 02171 | N/A | PC | General Operating Support | $750 |
| Marian Manor | |||||||
| 33 Summer Street | Taunton | MA | 02780 | N/A | PC | General Operating Support | $2,500 |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | N/A | PC | General Operating Support | $6,250 |
| Matthew C Sellitto Scholarship Fund | |||||||
| PO Box 1 | New Vernon | NJ | 07976 | N/A | PC | General Operating Support | $1,000 |
| Mission of Deeds | |||||||
| 6 Chapin Avenue | Reading | MA | 01867 | N/A | PC | General Operating Support | $1,250 |
| Muscular Dystrophy Association Inc | |||||||
| 222 S Riverside Plaza Suite 1500 | Chicago | IL | 60606 | N/A | PC | General Operating Support | $500 |
| Naples Community Hospital Foundation | |||||||
| PO Box 413029 | Naples | FL | 34101 | N/A | PC | General Operating Support | $1,500 |
| National Kidney Foundation | |||||||
| 30 E 33rd Street | New York | NY | 10016 | N/A | PC | General Operating Support | $1,500 |
| National Ovarian Cancer Coalition | |||||||
| 2501 Oak Lawn Avenue Suite 435 | Dallas | TX | 75219 | N/A | PC | General Operating Support | $1,000 |
| Neighborhood Health Clinic Inc | |||||||
| 121 Goodlette Road North | Naples | FL | 34102 | N/A | PC | General Operating Support | $1,000 |
| Neurofibromatosis Inc Northeast | |||||||
| 9 Bedford Street | Burlington | MA | 01803 | N/A | PC | General Operating Support | $1,000 |
| New England Center and Home for Veterans | |||||||
| 17 Court Street | Boston | MA | 02108 | N/A | PC | General Operating Support | $2,500 |
| New England Center for Children | |||||||
| 33 Turnpike Road | Southborough | MA | 01772 | N/A | PC | General Operating Support | $2,000 |
| Newton Wellesley Hospital | |||||||
| 2014 Washington Street | Newton | MA | 02462 | N/A | PC | General Operating Support | $1,000 |
| Norwood High School | |||||||
| 245 Nichols Street | Norwood | MA | 02062 | N/A | GOV | General Operating Support | $500 |
| Old Colony Hospice | |||||||
| 321 Manley Street | West Bridgewater | MA | 02379 | N/A | PC | General Operating Support | $2,000 |
| On The Rise | |||||||
| 341 Broadway | Cambridge | MA | 02139 | N/A | PC | General Operating Support | $250 |
| One Mission Inc | |||||||
| 1881 Worcester Road Suite 204 | Framingham | MA | 01701 | N/A | PC | General Operating Support | $750 |
| Operation Smile Inc | |||||||
| 3641 Faculty Blvd | Virginia Beach | VA | 23453 | N/A | PC | General Operating Support | $500 |
| Pan Mass Challenge | |||||||
| 77 4th Avenue | Needham Heights | MA | 02494 | N/A | PC | General Operating Support | $1,500 |
| Payson Park Music Festival | |||||||
| 10 Bay State Road | Belmont | MA | 02478 | N/A | PC | General Operating Support | $750 |
| Pembroke Appalachia Service Project | |||||||
| 7 Brady Street | Rockland | MA | 02370 | N/A | PC | General Operating Support | $1,000 |
| Perkins School for the Blind | |||||||
| 175 North Beacon Street | Watertown | MA | 02472 | N/A | PC | General Operating Support | $1,000 |
| Piarist Fathers | |||||||
| 1339 Monroe Street NE | Washington | DC | 20017 | N/A | PC | General Operating Support | $1,000 |
| Pine Street Inn | |||||||
| 434 Harrison Avenue | Boston | MA | 02118 | N/A | PC | General Operating Support | $2,000 |
| Plummer Youth Promise | |||||||
| 37 Winter Island Road | Salem | MA | 01970 | N/A | PC | General Operating Support | $750 |
| Presentation School Foundation | |||||||
| PO Box 35834 | Brighton | MA | 02135 | N/A | PC | General Operating Support | $1,000 |
| Project Place | |||||||
| 1145 Washington Street | Boston | MA | 02118 | N/A | PC | General Operating Support | $500 |
| Pulmonary Fibrosis Foundation | |||||||
| 230 East Ohio Street No 304 | Chicago | IL | 60611 | N/A | PC | General Operating Support | $750 |
| Regina Cleri (Archdiocese of Boston) | |||||||
| PO Box 9134 | Canton | MA | 02021 | N/A | PC | General Operating Support | $2,000 |
| Riverside Community Care | |||||||
| 270 Bridge Street Suite 301 | Dedham | MA | 02026 | N/A | PC | General Operating Support | $750 |
| Rostro de Cristo | |||||||
| 66 Brooks Drive | Braintree | MA | 02184 | N/A | PC | General Operating Support | $500 |
| Sacred Heart Parish aka Divine Mercy Parish | |||||||
| 386 Hancock Street | Quincy | MA | 02171 | N/A | PC | General Operating Support | $3,500 |
| Sacred Heart School | |||||||
| 399 Bishops Highway | Kingston | MA | 02364 | N/A | PC | General Operating Support | $2,500 |
| Saint Joseph Parish Schools | |||||||
| 1382 Highland Avenue | Needham | MA | 02492 | N/A | PC | General Operating Support | $750 |
| Saint Joseph Preparatory High School | |||||||
| 637 Cambridge Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $1,000 |
| Samaritans | |||||||
| 41 West Street Floor 4 | Boston | MA | 02111 | N/A | PC | General Operating Support | $1,000 |
| San Marco Catholic Church | |||||||
| 851 San Marco Road | Marco Island | FL | 34145 | N/A | PC | General Operating Support | $1,000 |
| School on Wheels of Massachusetts Inc | |||||||
| 100 Laurel Street | E Bridgewater | MA | 02333 | N/A | PC | General Operating Support | $1,500 |
| Second Chances | |||||||
| PO Box 441328 | Somerville | MA | 02144 | N/A | PC | General Operating Support | $1,000 |
| Smile Train | |||||||
| 41 Madison Avenue | New York | NY | 10010 | N/A | PC | General Operating Support | $1,000 |
| Society of St Vincent de Paul | |||||||
| 18 Canton Street | Stoughton | MA | 02072 | N/A | PC | General Operating Support | $1,000 |
| Somerville Homeless Coalition | |||||||
| 1 Davis Square | Somerville | MA | 02144 | N/A | PC | General Operating Support | $2,000 |
| Special Olympics Massachusetts Inc | |||||||
| 512 Forest Street | Marlborough | MA | 01752 | N/A | PC | General Operating Support | $2,000 |
| Springwell | |||||||
| 307 Waverley Oaks Road Suite 205 | Waltham | MA | 02452 | N/A | PC | General Operating Support | $1,500 |
| St Anthony's Shrine | |||||||
| 100 Arch Street | Boston | MA | 02110 | N/A | SO I | General Operating Support | $2,000 |
| St Catherine's of Siena School | |||||||
| 249 Nathan Street | Norwood | MA | 02062 | N/A | PC | General Operating Support | $750 |
| St Columbkille Partnership School | |||||||
| 25 Arlington Street | Brighton | MA | 02135 | N/A | PC | General Operating Support | $750 |
| St Finbarr Catholic Church | |||||||
| 13520 Tamiami Trail E | Naples | FL | 34114 | N/A | PC | General Operating Support | $4,000 |
| St Francis House | |||||||
| 39 Boylston Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $2,000 |
| St Jude Childrens Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | N/A | PC | General Operating Support | $1,000 |
| St Mary's Center for Women and Children | |||||||
| 90 Cushing Avenue | Dorchester | MA | 02125 | N/A | PC | General Operating Support | $2,000 |
| St Matthews House | |||||||
| 2001 Airport Road South | Naples | FL | 34112 | N/A | PC | General Operating Support | $2,000 |
| St Sebastians School | |||||||
| 1191 Greendale Avenue | Needham | MA | 02492 | N/A | PC | General Operating Support | $1,500 |
| St Yves School Foundation | |||||||
| 64 Holmes Street | Quincy | MA | 02171 | N/A | PC | General Operating Support | $750 |
| Susan G Komen Foundation | |||||||
| 5005 LBJ Freeway Suite 526 | Dallas | TX | 75244 | N/A | PC | General Operating Support | $750 |
| Teen Challenge NE | |||||||
| 1315 Main Street | Brockton | MA | 02301 | N/A | PC | General Operating Support | $750 |
| The Leukemia & Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | N/A | PC | General Operating Support | $750 |
| The Price Center | |||||||
| 27 Christina Street | Newton | MA | 02461 | N/A | PC | General Operating Support | $500 |
| The Salvation Army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22314 | N/A | PC | General Operating Support | $1,500 |
| The Shelter for Abused Women & Children Inc | |||||||
| PO Box 10102 | Naples | FL | 34101 | N/A | PC | General Operating Support | $1,500 |
| The Women's Lunch Place | |||||||
| 67 Newbury Street | Boston | MA | 02116 | N/A | PC | General Operating Support | $1,500 |
| Twin to Twin Transfusion Syndrome Foundation Inc | |||||||
| 411 Longbeach Parkway | Bay Village | OH | 44140 | N/A | PC | General Operating Support | $500 |
| United Service Organizations Inc | |||||||
| 2111 Wilson Boulevard Suite 1200 | Arlington | VA | 22201 | N/A | PC | General Operating Support | $1,000 |
| Walpole High School | |||||||
| 275 Common Street | Walpole | MA | 02081 | N/A | GOV | General Operating Support | $500 |
| Walpole Public Schools | |||||||
| 135 School Street | Walpole | MA | 02081 | N/A | GOV | General Operating Support | $400 |
| Watertown Boys and Girls Club | |||||||
| 25 Whites Avenue | Watertown | MA | 02472 | N/A | PC | General Operating Support | $1,000 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | N/A | PC | General Operating Support | $2,000 |
| Xaverian Brothers High School | |||||||
| 800 Clapboardtree Street | Westwood | MA | 02090 | N/A | PC | General Operating Support | $500 |
| Young Life Boston Southwest | |||||||
| 314 North Street | Walpole | MA | 02081 | N/A | PC | General Operating Support | $750 |
| YWCA Boston | |||||||
| 140 Clarendon Street Suite 403 | Boston | MA | 02116 | N/A | PC | General Operating Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,751 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218,084 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $825,944 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,049,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,049,779 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,950 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,475 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marine Corps League | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Mt Auburn Street | AddressLine1Txt |
| City | Watertown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-02-01 | GrantDt |
| Grant | $750 | GrantAmt |
| Purpose Of Grant | The Bay State Federal Savings Charitable Foundation provided grant funds to the Marine Corps League to support their community outreach and scholarship program. The Marine Corps League supports youth programs and continuous support of veterans hospitals in and around the community of Watertown, Massachusetts. The Marine Corps League is a 501(c)(4) organization. | PurposeOfGrantTxt |
| Expended By Grantee | $750 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | None | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | Narrative and financial reports were received on June 30, 2020. | DatesOfReportsByGranteeTxt |
| Verification | 2020-06-30 | VerificationDt |
| Results Of Verification | The Bay State Federal Savings Charitable Foundation grant funds to the Marine Corps League were used to support the mission of the Marine Corps League. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (135 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1004.946 units Clorox Co | $202,919 | $202,919 |
| 256.000 units Corteva Inc | $9,912 | $9,912 |
| 256.000 units Dow Inc | $14,208 | $14,208 |
| 257.293 units Dupont De Nemours Inc | $18,296 | $18,296 |
| 1000.000 units IBM Corp | $125,880 | $125,880 |
| 6000.000 units KKR & Co Inc | $242,940 | $242,940 |
| 225.000 units McDonalds Corp | $48,281 | $48,281 |
| 10000.000 units Merck & Co | $81,800 | $81,800 |
| 385.000 units Nvidia Corp | $201,047 | $201,047 |
| 565.000 units Salesforce.com Inc | $125,730 | $125,730 |
| 1006.527 units Texas Instruments Inc | $165,201 | $165,201 |
| 1540.000 units Thermo Fisher Scientific | $717,301 | $717,301 |
| 80.000 units 3M Company | $13,983 | $13,983 |
| 200.000 units Alphabet Inc | $175,264 | $175,264 |
| 3000.000 units Bank of America Corp | $90,930 | $90,930 |
| 1000.000 units Citigroup Inc | $61,660 | $61,660 |
| 4000.000 units Citizens Financial Group | $143,040 | $143,040 |
| 1000.000 units JP Morgan Chase & Co. | $127,070 | $127,070 |
| 8000.000 units People's United Financial Inc | $103,440 | $103,440 |
| 750.000 units PNC Financial Services Group | $111,750 | $111,750 |
| 347 units Amazon.com Inc | $1,130,155 | $1,130,155 |
| 271 units Blackrock Inc | $195,537 | $195,537 |
| 7248 units Apple Inc | $961,737 | $961,737 |
| 2945 units Microsoft Corp | $655,027 | $655,027 |
| 1287 units Paypal Holdings Inc | $301,415 | $301,415 |
| 85 units Alphabet Inc Cl C | $148,910 | $148,910 |
| 85 units Alphabet Inc Cl A | $148,975 | $148,975 |
| 6318 units iShares Core MSCI Emerging Markets ETF | $391,969 | $391,969 |
| 940 units Vanguard Small Cap Value ETF | $133,677 | $133,677 |
| 284 units Home Depot Inc | $75,436 | $75,436 |
| 314 units McDonalds Corp | $67,378 | $67,378 |
| 719 units Starbucks Corp | $76,919 | $76,919 |
| 366 units Target Corp | $64,610 | $64,610 |
| 948 units Coca Cola Co | $51,988 | $51,988 |
| 486 untis General Mills Inc | $28,577 | $28,577 |
| 221 units Kimberly Clark Corp | $30,033 | $30,033 |
| 323 units Pepsico Inc | $48,231 | $48,231 |
| 582 units Philip Morris Intl Inc | $48,882 | $48,882 |
| 462 units Procter & Gamble Co | $64,283 | $64,283 |
| 305 units Walmart Inc | $44,131 | $44,131 |
| 592 units Chevron Corp | $49,994 | $49,994 |
| 623 units Exxon Mobil Corp | $25,680 | $25,680 |
| 313 units Allstate Corp | $34,577 | $34,577 |
| 74 units Blackrock Inc | $53,394 | $53,394 |
| 554 units Blackstone Group Inc | $35,905 | $35,905 |
| 722 units Citigroup Inc | $44,519 | $44,519 |
| 747 units JP Morgan Chase & Co | $94,921 | $94,921 |
| 1059 units Morgan Stanley | $72,573 | $72,573 |
| 823 units Truist Financial Corp | $39,446 | $39,446 |
| 336 units Abbott Labs | $36,789 | $36,789 |
| 566 units Abbvie Inc | $60,647 | $60,647 |
| 135 units Amgen Inc | $31,039 | $31,039 |
| 693 units Bristol Myers Squibb Co | $43,327 | $43,327 |
| 651 units CVS Health Corp | $44,463 | $44,463 |
| 503 units Johnson & Johnson | $79,162 | $79,162 |
| 249 units Eli Lilly & Co | $42,041 | $42,041 |
| 765 units Merck & Co Inc | $63,074 | $63,074 |
| 1505 units Pfizer Inc | $55,399 | $55,399 |
| 119 units UnitedHealth Group Inc | $41,731 | $41,731 |
| 186.979 units Viatris Inc | $3,504 | $3,504 |
| 496 units Eaton Corp PLC | $59,589 | $59,589 |
| 533 units Emerson Elec Co | $42,837 | $42,837 |
| 252 units Honeywell Intl Inc | $53,600 | $53,600 |
| 143 units Lockheed Martin Corp | $50,762 | $50,762 |
| 216 units Union Pacific Corp | $44,976 | $44,976 |
| 364 units UPS Inc | $61,298 | $61,298 |
| 195 units Accenture PLC | $50,936 | $50,936 |
| 452 units Analog Devices Inc | $66,774 | $66,774 |
| 1827 units Apple Inc | $242,425 | $242,425 |
| 162 units Broadcom Inc | $70,932 | $70,932 |
| 1575 units Cisco Systems Inc | $70,481 | $70,481 |
| 660 Intel Corp | $32,881 | $32,881 |
| 251 units IBM | $31,596 | $31,596 |
| 226 units Mastercard Inc | $80,668 | $80,668 |
| 834 units Microsoft Corp | $185,498 | $185,498 |
| 435 units Texas Instruments Inc | $71,397 | $71,397 |
| 412 units Visa Inc | $90,117 | $90,117 |
| 175 units Air Prods & Chems Inc | $48,048 | $48,048 |
| 742 units Dow Inc | $41,181 | $41,181 |
| 330 units Crown Castle Intl Corp | $52,533 | $52,533 |
| 264 units Digital Rlty TR Inc | $37,127 | $37,127 |
| 1928 units AT&T Inc | $55,449 | $55,449 |
| 1286 units Comcast Corp | $67,386 | $67,386 |
| 925 units Verizon Communications | $54,344 | $54,344 |
| 1669 units Viacom CBS Inc | $62,588 | $62,588 |
| 607 units American Electric Power Inc | $50,545 | $50,545 |
| 684 units Dominion Energy Inc | $51,437 | $51,437 |
| 198 units Sempra Energy | $25,434 | $25,434 |
| 236 units Alibaba Group Holding Ltd | $54,924 | $54,924 |
| 31 units Amazon.com Inc | $100,965 | $100,965 |
| 511 units Aptiv PLC | $66,578 | $66,578 |
| 573 units Moet Hennessy Louis Vuitton | $71,638 | $71,638 |
| 186 units Diageo PLC | $29,539 | $29,539 |
| 278 units Nestle SA | $32,790 | $32,790 |
| 265 units Procter & Gamble Co | $36,872 | $36,872 |
| 319 units Chevron Corp | $26,940 | $26,940 |
| 192 units Berkshire Hathaway Inc | $44,519 | $44,519 |
| 81 units Blackrock Inc | $58,445 | $58,445 |
| 426 units Blackstone Group Inc | $27,609 | $27,609 |
| 819 units Citigroup Inc | $50,500 | $50,500 |
| 2011 units DBS Group Holdings | $38,100 | $38,100 |
| 203 units Intercontinental Exchange Inc | $23,404 | $23,404 |
| 48 units S&P Global Inc | $15,779 | $15,779 |
| 291 units Transunion | $28,873 | $28,873 |
| 456 units Abbott Labs | $49,927 | $49,927 |
| 1108 units Boston Scientific Corp | $39,833 | $39,833 |
| 246 units Hill Rom Holdings Inc | $24,101 | $24,101 |
| 131 units Repligen Corp | $25,104 | $25,104 |
| 118 units Roche Holdings AG-Genusschein | $41,249 | $41,249 |
| 194 units Teladoc Health Inc | $38,792 | $38,792 |
| 107 units UnitedHealth Group Inc | $37,523 | $37,523 |
| 528 units Atlas Copco AB | $27,073 | $27,073 |
| 232 units Fanuc Corp | $56,986 | $56,986 |
| 268 units Fortive Corp | $18,980 | $18,980 |
| 70 units Adobe Inc | $35,008 | $35,008 |
| 617 units Apple Inc | $81,870 | $81,870 |
| 99 units ASML Holdings NV | $48,284 | $48,284 |
| 98 units Atlassian Corp PLC | $22,919 | $22,919 |
| 145 units Broadcom Inc | $63,488 | $63,488 |
| 213 units Dassault Systemes | $43,301 | $43,301 |
| 106 units Keyence Corp | $59,548 | $59,548 |
| 198 units Mastercard Inc | $70,674 | $70,674 |
| 263 units Microsoft Corp | $58,496 | $58,496 |
| 558 units Nidec Corp | $70,152 | $70,152 |
| 140 units NXP Semiconductors NV | $22,314 | $22,314 |
| 262 units Paypal Holdings Inc | $61,360 | $61,360 |
| 22 units Shoppfy Inc | $24,903 | $24,903 |
| 450 units Taiwan Semiconductor MFG LTD | $49,267 | $49,267 |
| 1058 units Freeport-McMoran Inc | $27,529 | $27,529 |
| 30 units Alphabet Inc | $52,579 | $52,579 |
| 195 units Walt Disney Co | $35,330 | $35,330 |
| 153 units Facebook Inc | $41,793 | $41,793 |
| 919 units Tencent Holdings LTD | $66,846 | $66,846 |
| 819 units Nextera Energy Inc | $63,186 | $63,186 |
| 807 units Asahi Group Holdings LTD | $33,587 | $33,587 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 6000.747 units Vanguard/Wellesley Income Fund Admiral | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $411,831 | BookValueAmt |
| EOYFMV | $411,831 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture | $57,881 | $57,881 | $0 | $57,881 |
| Leasehold Improvements | $67,784 | $67,784 | $0 | $67,784 |
| Computer Equipment | $31,142 | $31,142 | $0 | $31,142 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expenses | $15,830 | $0 | $15,830 |
| Insurance | $4,664 | $0 | $4,664 |
| Accrual to Cash Adjustment | $321 | $0 | $321 |
| Accrual to Cash Adjustment (excise taxes) | -$2,622 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains/Losses on Investments | Desc |
| Amt | $1,891,615 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management | $74,951 | $74,951 | $0 |
| Contracted Services | $3,522 | $0 | $3,522 |
| Community Liaison | $70,000 | $0 | $70,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $10,709 | $0 | $10,709 |
| Foreign Taxes | $1,096 | $1,096 | $0 |