FRANCES PEW HAYES FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES PEW HAYES FAMILY FOUNDATION INC (EIN 65-0297367)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-27
- IRS object ID
- 202011189349100856
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-27T12:48:31-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812273769 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLOMON & HOOVER CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1342 COLONIAL BLVD STE B-11 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650297367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES PEW HAYES FAMILY FDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 9787796251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL ROAD | AddressLine1Txt |
| City | BOLTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J HOWARD P BLACK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENE R SOLOMON CPA | PreparerPersonNm |
| PTIN | P00737682 | PTIN |
| Phone | 2399395303 | PhoneNum |
| Preparation | 2020-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,884,472 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $340,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,880,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $340,856 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $931 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,024 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $931 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $460,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $461,241 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $931 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,750 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,750 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,005 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,002 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,003 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,070 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,440 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,440 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,964 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,536 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $834 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $833 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,560 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,536 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,156 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $291,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $291,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $457,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,560 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,536 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $336,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $343,681 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $177,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,930 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $125,930 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,351,723 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,758,542 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,758,542 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,342 | OtherAssetsBOYAmt |
| Total Assets BOY | $4,530,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,884,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,884,472 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $666 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $666 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,530,973 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,883,806 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,530,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,883,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,530,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,884,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,530,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $461,665 | OtherIncreasesAmt |
| Subtotal | $4,995,034 | SubtotalAmt |
| Other Decreases | $111,228 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,883,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RJ 2059 | P | 2018-12-31 | 2019-12-31 | $55,842 | $59,938 | -$4,096 | -$4,096 |
| RJ 2059 | P | 2018-12-30 | 2019-12-31 | $159,742 | $137,038 | $22,704 | $22,704 |
| RJ 6223 | P | 2018-12-31 | 2019-12-31 | $132,551 | $142,016 | -$9,465 | -$9,465 |
| RJ 6223 | P | 2018-12-30 | 2019-12-31 | $210,074 | $145,049 | $65,025 | $65,025 |
| RJ 7105 | P | 2018-12-31 | 2019-12-31 | $10,526 | $12,417 | -$1,891 | -$1,891 |
| RJ 7105 | P | 2018-12-30 | 2019-12-31 | $141,000 | $131,170 | $9,830 | $9,830 |
| RJ 9840 | P | 2018-12-31 | 2019-12-31 | $23,027 | $17,128 | $5,899 | $5,899 |
| RJ 9840 | P | 2018-12-30 | 2019-12-31 | $143,117 | $101,707 | $41,410 | $41,410 |
| RJ 9864 | P | 2018-12-31 | 2019-12-31 | $8,931 | $10,397 | -$1,466 | -$1,466 |
| RJ 9864 | P | 2018-12-30 | 2019-12-31 | $68,535 | $54,188 | $14,347 | $14,347 |
| RJ 9897 | P | 2018-12-31 | 2019-12-31 | $78,813 | $73,898 | $4,915 | $4,915 |
| RJ 9897 | P | 2018-12-30 | 2019-12-31 | $333,277 | $265,983 | $67,294 | $67,294 |
| RJ 9901 | P | 2018-12-31 | 2019-12-31 | $147,065 | $143,915 | $3,150 | $3,150 |
| RJ 9901 | P | 2018-12-30 | 2019-12-31 | $245,745 | $244,817 | $928 | $928 |
| RJ 9901 | P | 2019-12-30 | 2019-12-31 | $121,923 | $121,923 | $121,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $340,856 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $118,969 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $248,019 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,524,084 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $203,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,835,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041991 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,749 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,747,391 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $302,631 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,740,341 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063842 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $353,298 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,307,068 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066571 | DistributionYr5Rt |
| Total Distribution | 0.309081 | TotalDistributionRt |
| Average Distribution | 0.061816 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,210,983 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $260,306 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $263,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $336,656 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,437 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,437 | SubtotalAmt |
| Tax Based On Investment Income | $3,437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $637 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J HOWARD P BLACK | IndividualWithBooksNm |
| Phone | 9787796251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL RD | AddressLine1Txt |
| City | BOLTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017401091 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J HOWARD P BLACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL RD | AddressLine1Txt |
| City | BOLTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $47,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,119,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,137 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,275,110 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,275,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,210,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,437 | TotalTaxAmt |
| Distributable Before Adj | $207,112 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $207,112 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $207,112 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $336,656 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $336,656 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,437 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $333,219 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,112 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $88,603 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $65,614 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,379 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $77,131 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $308,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $336,656 | QualifyingDistributionsAmt |
| Applied To Current Year | $207,112 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,544 | RemainingDistriFromCorpusAmt |
| Total Corpus | $438,271 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $88,603 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $349,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $65,614 | ExcessFromYear4Amt |
| Excess From Year3 | $77,379 | ExcessFromYear3Amt |
| Excess From Year1 | $77,131 | ExcessFromYear1Amt |
| Excess From Current Year | $129,544 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J HOWARD P BLACK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL RD | AddressLine1Txt |
| City | BOLTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9787796251 | RecipientPhoneNum |
| Recipient Email Address | PACKA@AOL.CM | RecipientEmailAddressTxt |
| Form And Info And Materials | IRS TAX EXEMPT LTR AND PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| APPLE TREE ARTS | ||||||||
| 1 GRAFTON COMMON | GRAFTON | MA | 01519 | N/A | EXEMPT | OPERATIONS | $1,500 | |
| AVOW HOSPICE | ||||||||
| 1095 WHIPPORWILL LN | NAPLES | FL | 34105 | N/A | EXEMPT | OPERATIONS | $50,000 | |
| CATCHING THE DREAM | ||||||||
| 8200 MOUNTAIN RD NE 103 | ALBUQUERQUE | NM | 87110 | N/A | EXEMPT | OPERATIONS | $5,000 | |
| CYSTIC FIBROSIS FDN | ||||||||
| PO BOX 96305 | WASHINGTON | DC | 20090 | N/A | EXEMPT | OPERATIONS | $20,000 | |
| DANA-FARBER CANCER INSTIT | ||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | EXEMPT | OPERATIONS | $25,000 | |
| EMPOWER HER | ||||||||
| 137 WASHINGTON ST | NORWELL | MA | 02061 | N/A | EXEMPT | OPERATIONS | $25,000 | |
| NAPLES PLAYERS | ||||||||
| 701 5TH AVE S | NAPLES | FL | 34102 | N/A | EXEMPT | OPERATIONS | $20,000 | |
| NEMOUR'S FUND FOR CHILDREN'S HEALTH | ||||||||
| 6900 TAVISTOCK LAKES BLVD | ORLANDO | FL | 32827 | N/A | EXEMPT | OPERATIONS | $15,000 | STE 350 |
| SHELTER FOR ABUSED WOMEN | ||||||||
| PO BOX 10102 | NAPLES | FL | 34101 | N/A | EXEMPT | OPERATIONS | $15,000 | |
| THE PHELPS SCHOOL | ||||||||
| 583 SUGARTOWN RD | MALVERN | PA | 19355 | N/A | EXEMPT | OPERATIONS | $50,000 | |
| THE RIVERS SCHOOL | ||||||||
| 333 WINTER ST | WESTON | MA | 02493 | N/A | EXEMPT | OPERATIONS | $55,000 | |
| UNIVERSITY OF SOUTH FLORIDA FDN | ||||||||
| 4202 E FOWLER AVE ALC100 | TAMPA | FL | 33620 | N/A | EXEMPT | OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $291,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,351 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $340,856 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| AMERIGAS PTRS LP | 713110 | -$18 | ||
| CEDAR FAIR LP | 713110 | -$66 | ||
| ENTERPRISE PRODUCTS PTRS LP | 713110 | -$679 | ||
| MAGELLAN MIDSTREAM PTRS LP | 713110 | -$330 | ||
| PTRP DIF | 14 | $1,093 | ||
| PARTNERSHIP DISTRIBUTIONS | 14 | $931 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,093 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $461,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $460,148 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 4 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 8 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 11B | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,140 | Amt |
| Net Investment Income | $2,070 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,070 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES SECURITIES & MONEY MKT | FMV | $4,746,076 | $4,746,076 |
| TEDDY BEARS, ART, SHOP, FIXED ASSETS | FMV | $12,466 | $12,466 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID 990PF TAXES | Desc |
| BOY Book Value | $1,342 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE | Desc |
| Amt | $111,228 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $1,667 | $834 | $833 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| AMERIGAS PTRS LP | -$18 | -$18 | |
| CEDAR FAIR LP | -$66 | -$66 | |
| ENTERPRISE PRODUCTS PTRS LP | -$679 | -$679 | |
| MAGELLAN MIDSTREAM PTRS LP | -$330 | -$330 | |
| PTRP DIF | $1,093 | $1,093 | $1,093 |
| PARTNERSHIP DISTRIBUTIONS | $931 | $931 | $931 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $461,665 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RJ INVESTMENT FEES | CategoryTxt |
| Amt | $69,440 | Amt |
| Net Investment Income | $69,440 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MA ATTY GENL | $70 | $70 | |
| FOREIGN TAXES W/H | $2,964 | $2,964 | |
| 990PF 2019 | $3,466 | $3,466 |