ASSOCIATION FOR THE RELIEF OF AGED WOMEN OF NEW BEDFORD: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR THE RELIEF OF AGED WOMEN OF NEW BEDFORD (EIN 04-6056367)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-06-23
- IRS object ID
- 202141749349100904
- 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
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-23T10:25:32-05:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043496650 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKE & LAMB PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 UNION ST | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046056367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION FOR THE RELIEF OF AGED WOMEN | BusinessNameLine1Txt |
| Business Name Line2 | OF NEW BEDFORD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 5087170400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 COUNTY STREET | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARY SABER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5087170400 | PhoneNum |
| Signature | 2021-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSEMARY | PersonFirstNm |
| Person Last | SABER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER C LAMB | PreparerPersonNm |
| PTIN | P00365719 | PTIN |
| Phone | 5089844800 | PhoneNum |
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 | $21,380,938 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $724 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $330,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $330,936 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,009,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,339,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,009,673 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,341,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,340,609 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $122,962 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $122,962 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $92,996 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $92,996 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,334 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,334 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,527 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,488 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $76,391 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,627 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,561 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,055 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,055 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $450,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $401,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $507,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $507,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $958,043 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $908,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $383,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,312,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $718,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $936,366 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $936,366 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,750 | AcctRcvblAmt |
| Acct Rcvbl EOY | $10,750 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,750 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $12,361,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,211,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,211,540 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,239,118 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,182,452 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,182,452 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,381 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,495 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,428 | LandBOYAmt |
| Land EOY | $13,886 | LandEOYAmt |
| Land EOYFMV | $13,886 | LandEOYFMVAmt |
| Other Assets BOY | $53,671 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,944 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,944 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,374,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,380,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,380,938 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,385 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,066 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $14,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,066 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,094,371 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,091,827 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $266,045 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $266,045 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,360,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,357,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,374,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,380,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,360,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $383,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,614,166 | OtherIncreasesAmt |
| Subtotal | $21,357,872 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,357,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF INVESTMENTS | P | 2021-03-31 | 2021-03-31 | $2,935,596 | $2,046,688 | $888,908 | $888,908 |
| SALE OF INVESTMENTS | P | 2021-03-31 | 2021-03-31 | $294,244 | $283,091 | $11,153 | $11,153 |
| CAPITAL GAINS DIVIDENDS | P | $109,612 | $109,612 | $109,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,009,673 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,260 | 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 | $19,260 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,022 | OverpaymentAmt |
| Applied To ES Tax | $1,022 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ARAWOFNB.ORG | WebsiteAddressTxt |
| Individual With Books | CLARE HEALY FOLEY | IndividualWithBooksNm |
| Phone | 5087170400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 COUNTY STREET | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|
| CLARE HEALY FOLEY | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | EXECUTIVE DIRECTOR | 40.00 | $122,962 | $831 | $0 |
| GAIL BEATON | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | CLERK | 4.00 | $0 | $0 | $0 |
| ROSEMARY SABER | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JO-ANN BEAULIEU | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ROSEANNE O'CONNELL | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| SHANNON BACHMAN | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| DIANE LAFLAMME | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| OLIVIA MELO | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ANN FOX | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARY ELLIS | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | TREASURER | 4.00 | $0 | $0 | $0 |
| SUSAN ROTHSCHILD | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| GRETCHEN WHIPPLE | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DEBORAH BROOKE | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| MARIA PINARRETA | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEANNETTE DOYLE | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JANE STANKIEWICZ | ||||||||
| 432 COUNTY ST | NEW BEDFOFD | MA | 02740 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANGELA NATHO | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| CATHERINE MAYALL | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| PAMELA MCKNIGHT | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNY COSTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 COUNTY ST | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,748 | CompensationAmt |
| Employee Benefits | $4,948 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 FRANKLIN STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $95,488 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION AIDES AGED WOMEN AND OTHER EXEMPT ORGANIZATIONS BY FURNISHING FINANCIAL ASSISTANCE AND RELIEF | Description1Txt |
| Expenses1 | $507,536 | Expenses1Amt |
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 | $17,704,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,082,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,787,601 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,787,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,198,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,589,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $879,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $879,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,238 | TotalTaxAmt |
| Distributable Before Adj | $861,236 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $861,236 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $861,236 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $908,709 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $908,709 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $908,709 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $861,236 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $136,990 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $145,468 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,295 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $210,298 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,085 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $658,136 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $908,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $861,236 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,473 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $705,609 | 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 | $136,990 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $568,619 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $145,468 | ExcessFromYear4Amt |
| Excess From Year3 | $129,295 | ExcessFromYear3Amt |
| Excess From Year2 | $210,298 | ExcessFromYear2Amt |
| Excess From Year1 | $36,085 | ExcessFromYear1Amt |
| Excess From Current Year | $47,473 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1986-02-14 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACUSHNET COUNCIL ON AGING | ||||||
| 59 1/2 S MAIN ST | ACUSHNET | MA | 02743 | TOWN AGENCY | ELDER SERVICESELDER SERVICES | $14,086 |
| AHA | ||||||
| 128 UNION ST SUITE 403 | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $5,625 |
| DARTMOUTH COUNCIL ON AGING | ||||||
| 628 DARTMOUTH STREET | S DARTMOUTH | MA | 02748 | TOWN AGENCY | ELDER SERVICES | $21,840 |
| FAIRHAVEN COUNCIL ON AGING | ||||||
| 229 HUTTLESTON AVENUE | FAIRHAVEN | MA | 027191956 | TOWN AGENCY | ELDER SERVICES | $13,557 |
| NEW BEDFORD ART MUSEUM | ||||||
| 608 PLEASANT ST | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $12,500 |
| NEW BEDFORD WHALING MUSEUM | ||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $5,535 |
| CAPE VERDEAN ASSOCIATION | ||||||
| PO BOX 5532 | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $12,169 |
| NEW BEDFORD COUNCIL ON AGING | ||||||
| 181 HILLMAN ST BLDG 9 | NEW BEDFORD | MA | 02740 | TOWN AGENCY | ELDER SERVICES | -$8,574 |
| SOUTH COASTAL COUNTIES LEGAL SERVICES | ||||||
| 22 BEDFORD ST 2ND FLOOR | FALL RIVER | MA | 02722 | PUBLIC CHARITY | EDLER SERVICESELDER SERVICES | $21,100 |
| WESTPORT COUNCIL ON AGING | ||||||
| 75 REED ROAD | WESTPORT | MA | 02790 | TOWN AGENCY | ELDER SERVICES | $34,500 |
| YWCA SOUTHEASTERN MASSACHUSETTS | ||||||
| 20 SOUTH SIXTH ST | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $5,000 |
| ZEITERION | ||||||
| 684 PURCHASE ST | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $12,500 |
| IMMIGRANT'S ASSISTANCE CENTER INC | ||||||
| 58 CRAPO ST | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $14 |
| PRIVATE ASSISTANCE - AVAILABLE UPON REQUEST | ||||||
| VARIOUS | NEW BEDFORD | MA | 02740 | INDIVIDUALS | ELDER SERVICES | $357,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $507,536 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $330,936 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $1,009,673 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,340,609 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,340,609 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | PROCEEDS FROM SALE OF STOCK USED TO FURNISH FINANCIAL ASSISTANCE |
| 4 | DIVEDENDS AND INTEREST FROM SECURITIES TO FURNISH FINANCIAL ASSISTANCE |
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 | ACCOUNTANTS | CategoryTxt |
| Amt | $26,965 | Amt |
| Net Investment Income | $9,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,527 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | $1,198,117 IS DEEMED NECESSARY TO PAY BUDGETED EXPENSES AND DISBURSEMENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2007-01-06 | $1,470 | $1,470 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2009-08-14 | $1,090 | $1,090 | SL | 5.000000000000 | $0 | $0 |
| TELEPHONE SYSTEM | 2019-07-17 | $2,802 | $374 | SL | 5.000000000000 | $560 | $0 |
| DATABASE | 2020-07-01 | $12,500 | SL | 5.000000000000 | $1,875 | $0 | |
| VENT SYSTEM | 2020-11-13 | $1,520 | SL | 5.000000000000 | $127 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,182,452 | EOYBookValueAmt |
| EOYFMV | $2,182,452 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $18,211,540 | EOYBookValueAmt |
| EOYFMV | $18,211,540 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $1,470 | $1,470 | $0 |
| COMPUTER EQUIPMENT | $1,090 | $1,090 | $0 |
| TELEPHONE SYSTEM | $2,802 | $934 | $1,868 |
| DATABASE | $12,500 | $1,875 | $10,625 |
| VENT SYSTEM | $1,520 | $127 | $1,393 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $22,373 | $14,235 | $14,235 |
| PREPAID EXPENSES | $31,298 | $11,709 | $11,709 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC ADMINISTRATIVE EXPENSE | $30,564 | $0 | $30,564 |
| INSURANCE | $2,690 | $0 | $2,690 |
| OUTREACH COST | $2,221 | $0 | $2,221 |
| FLO PROGRAM | $7,806 | $0 | $7,806 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $5,614,166 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TRUST | CategoryTxt |
| Amt | $95,488 | Amt |
| Net Investment Income | $19,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $76,391 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $18,238 | $0 | $0 |
| PAYROLL TAXES | $16,627 | $0 | $16,627 |