CAROL A AND JAMES J MCINNIS CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAROL A AND JAMES J MCINNIS CHARITABLE TRUST (EIN 46-1535074)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349101540
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:51:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043173778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAHEEN PALLONE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 861 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461535074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL A AND JAMES J MCINNIS | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 9786866112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYBETH MCINNIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAOMI J ANDON | PreparerPersonNm |
| PTIN | P00114320 | PTIN |
| Phone | 9786867200 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.212.11.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 08:51:34 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7EF141C98DDD31901B4C387833CFB19958FA9907 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7EF141C98DDD31901B4C387833CFB19958FA9907 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $386,976 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,459 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,133 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $40 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $90 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,911 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,911 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,003 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,809 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,811 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $169,947 | CorporateStockBOYAmt |
| Corporate Stock EOY | $180,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $260,165 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $261,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $306,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $386,976 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,690 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $890 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,690 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $890 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $259,424 | RetainedEarningBOYAmt |
| Retained Earning EOY | $305,931 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $259,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $305,931 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $261,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $306,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $259,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $371 | OtherIncreasesAmt |
| Subtotal | $305,931 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $305,931 | 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 |
|---|---|---|---|---|---|---|---|
| CASH IN LIEU - TVTY | P | 2019-03-12 | 2019-03-12 | $15 | $16 | -$1 | -$1 |
| 200 SH NUTRI SYSTEM | P | 2017-05-17 | 2019-03-11 | $8,582 | $10,479 | -$1,897 | -$1,897 |
| 1000 SH CELGENE | P | 2001-05-02 | 2019-11-21 | $108,710 | $39,355 | $69,355 | $69,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,459 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,593 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $368,547 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,439 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $411,442 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069120 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,806 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $359,343 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071814 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,715 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $377,117 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057582 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,689 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $378,405 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075816 | DistributionYr5Rt |
| Total Distribution | 0.351915 | TotalDistributionRt |
| Average Distribution | 0.070383 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $361,476 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,442 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $730 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,172 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,911 | 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 | $730 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $730 | SubtotalAmt |
| Tax Based On Investment Income | $730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $753 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $753 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23 | OverpaymentAmt |
| Applied To ES Tax | $23 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYBETH MCINNIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9786866112 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES J MCINNIS | ||||||||
| 23590 WISTERIA POINT DRIVE | BONITA SPRINGS | FL | 34135 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARYBETH MCINNIS | ||||||||
| 807 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $272,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $366,981 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $366,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $361,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $730 | TotalTaxAmt |
| Distributable Before Adj | $17,344 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,344 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,911 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,911 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $730 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,344 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,831 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,859 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,839 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,347 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,136 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,911 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,344 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,567 | RemainingDistriFromCorpusAmt |
| Total Corpus | $49,703 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,831 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,859 | ExcessFromYear4Amt |
| Excess From Year3 | $7,839 | ExcessFromYear3Amt |
| Excess From Year2 | $9,347 | ExcessFromYear2Amt |
| Excess From Year1 | $10,260 | ExcessFromYear1Amt |
| Excess From Current Year | $9,567 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| PO BOX 93207 | LONG BEACH | CA | 908093207 | PC | SERVICES ELDERLY | $75 | |
| AICR | |||||||
| 1759 R STREET | WASHINGTON | DC | 20009 | PC | CANCER RESEARCH & TREATMENT | $75 | |
| AMERICA NEEDS FATIMA | |||||||
| PO BOX 341 | HANOVER | PA | 17331 | PC | RELIGIOUS | $55 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA | OK | 73123 | PC | SAVE LIVES & FIGHT CANCER | $50 | |
| AMERICAN DIABETES ASSOC | |||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | PC | FINDING A CURE FOR DIABETES | $25 | |
| AMERICAN HEART ASSOC | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | BUILD HEALTHIER LIVES | $50 | |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | PREVENTS & ALLEVIATES HUMAN SUFFERIN | $25 | |
| BOSTON COLLEGE HIGH SCHOOL | |||||||
| 150 MORRISSEY BLVD | BOSTON | MA | 02204 | PC | EDUCATION | $2,500 | |
| BOYS & GIRLS CLUB OF LAWRENCE | |||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | ENABLE ALL YOUNG PEOPLE OF GREATER L | $50 | |
| BREWSTER BASEBALL CLUB | |||||||
| PO BOX 2349 | BREWSTER | MA | 026318349 | PC | CAPE LEAGUE BASEBALL TEAM | $100 | |
| BREWSTER HISTORICAL SOCIETY | |||||||
| 739 LOWER ROAD | BREWSTER | MA | 02631 | PC | COLLECT & PRESERVE ARTIFACTS & HISTO | $50 | |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PC | RENOWNED TEACHING AFFILIATE OF HARVA | $300 | |
| CAPE COD BABE RUTH | |||||||
| PO BOX 621 | SOUTH DENNIS | MA | 02660 | PC | YOUTH PROGRAMS | $50 | |
| CATHOLIC CHARITIES | |||||||
| 2050 BALLENGER AVE SUITE | ALEXANDRIA | VA | 22314 | PC | SERVICE TO PEOPLE IN NEED | $950 | |
| COPPERLEAF FOUNDATION | |||||||
| 23101 COPPERLEAF BLVD | ESTERO | FL | 34135 | PC | SUPPORT OF LOCAL CHARITIES | $450 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | PC | CANCER SUPPORT & RESEARCH | $300 | |
| DIOCESE OF VENICE FL | |||||||
| 1000 PINEBROOK ROAD | VENICE | FL | 34285 | PC | RELIGIOUS | $50 | |
| DISABLED AMERICAN VETS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRINGS | KY | 41076 | PC | SUPPORT OF VETERANS | $25 | |
| DISABLED VETERANS NATIONAL FOUNDATI | |||||||
| 4601 FORBES BLVD STE 13 | LANHAM | MD | 20706 | PC | SUPPORT OF VETERANS | $63 | |
| DISCALCED CARMELITE MONASTERY | |||||||
| 25 WATSON AVE | BARRINGTON | RI | 02806 | PC | RELIGIOUS/SPIRITUAL | $3,750 | |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | PC | SOCIAL WELFARE | $50 | |
| FRIENDS OF CAPTAINS GOLF COURSE | |||||||
| 1000 FREEMANS WAY | BREWSTER | MA | 02631 | PC | COMMUNITY SUPPORT | $50 | |
| GOOD COUNSEL | |||||||
| PO BOX 6068 | HOBOKEN | NJ | 07030 | PC | PREGNANT WOMEN IN NEED | $25 | |
| HABITAT FOR HUMANITY | |||||||
| 2605 ENTERPRISE ROAD | CLEARWATER | FL | 33759 | PC | AFFORDABLE HOUSING | $125 | |
| HELP HEAL VETS | |||||||
| 36585 PENFIELD LANE | WINCHESTER | CA | 92596 | PC | AIDE VETERANS WITH ARTS & CRAFTS | $25 | |
| IRELAND FUND | |||||||
| 10 POST OFFICE SQUARE | BOSTON | MA | 02109 | PC | SUPPORT IRISH COMMUNITIES | $1,000 | |
| KIDS WISH NETWORK | |||||||
| 4060 LOUIS AVE | HOLIDAY | FL | 34691 | PC | SUPPORT FOR IMPROVING QUALITY OF LIF | $25 | |
| LOWER CAPE OUTREACH | |||||||
| 19 BREWSTER CROSS RD | ORLEANS | MA | 02653 | PC | AIDE NEEDY | $25 | |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | PC | IMPROVE THE HEALTH OF BABIES | $25 | |
| MERCY HOME FOR BOYS & GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | PC | AIDING POVERTY STRICKEN CHILDREN | $83 | |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | EDUCATION | $2,500 | |
| MULTIPLE SCLEROSIS | |||||||
| 6520 NORTH ANDREWS | FT LAUDERDALE | FL | 33309 | PC | RESEARCH/TREATMENT | $75 | |
| NATIONAL FEDERATION FOR THE BLIND | |||||||
| 61 MIDDLE ST | SOUTH BOSTON | MA | 02127 | PC | MEDICAL | $50 | |
| NATIONAL FOUNDATION FOR CANCER RESE | |||||||
| 4600 EAST WEST HIGHWAY ST | BETHESDA | MD | 20814 | PC | CANCER RESEARCH | $50 | |
| NATIONAL LAW ENFORCEMENT MEMORIAL F | |||||||
| 444 E ST NW | WASHINGTON | DC | 20001 | PC | COMMEMORATE THE SACRIFICE OF THE FAL | $25 | |
| OBLATES | |||||||
| 399 CHILDS ROAD | CHILDS | MD | 21916 | PC | BRINGING GOD TO THE WORLD AND THE WO | $150 | |
| OUR LADY OF LIGHT | |||||||
| 19680 CYPRESS DRIVE | FORT MYERS | FL | 33967 | PC | RELIGIOUS | $2,300 | |
| OUR LADY OF THE CAPE | |||||||
| 468 STONY BROOK RD | BREWSTER | MA | 02631 | PC | RELIGIOUS | $600 | |
| PAN MASS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | PC | CANCER AWARENESS | $500 | |
| PARALYZED VETS OF AMERICA | |||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | PC | MAXIMIZING QUALITY OF LIFE FOR VETER | $105 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | PC | EDUCATION | $25 | |
| PRIESTS FOR LIFE | |||||||
| 20 EBBITTS ST | STATEN ISLAND | NY | 10306 | PC | RELIGIOUS | $25 | |
| SPECIAL OLYMPICS | |||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PC | SPORTS | $25 | |
| ST EDWARDS HIGH SCHOOL | |||||||
| 13500 DETROIT AVE | LAKEWOOD | OH | 44107 | PC | EDUCATION | $500 | |
| ST JOAN OF ARC CHURCH | |||||||
| 61 CANAL ROAD | ORLEANS | MA | 02653 | PC | RELIGIOUS | $450 | |
| ST JUDE'S RESEARCH HOSPITAL | |||||||
| 313 WASHINGTON STREET | NEWTON | MA | 02458 | PC | CANCER RESEARCH | $50 | |
| ST MARY'S OF LYNN | |||||||
| 35 TREMONT STREET | LYNN | MA | 01902 | PC | EDUCATION | $1,000 | |
| ST MICHAELS PARISH | |||||||
| 196 MAIN ST | NORTH ANDOVER | MA | 01845 | PC | RELIGIOUS | $50 | |
| ST PIUS V SCHOOL | |||||||
| 28 BOWLER STREET | LYNN | MA | 01904 | PC | EDUCATION | $100 | |
| ST VINCENT DE PAUL | |||||||
| RT 6A | BREWSTER | MA | 02631 | PC | END POVERTY | $6,725 | |
| SUFFOLK LAW SCHOOL | |||||||
| 120 TREMONT ST | BOSTON | MA | 02108 | PC | EDUCATION | $1,000 | |
| SUSAN KOMEN FOUNDATION | |||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | PC | BREAST CANCER AWARENESS | $50 | SUITE 526 |
| UNITED BREAST CANCER FOUNDATION | |||||||
| PO BOX 2421 | HUNTINGTON | NY | 11743 | PC | RESEARCH & SUPPORT CANCER AWARENESS | $50 | |
| US OLYMPICS | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | SPONSOR ATHLETIC COMPETITION | $25 | |
| VIETNAM VETS MEMORIAL FUND | |||||||
| 1235 S CLARK ST | ARLINGTON | VA | 22202 | PC | SUPPORT VETERANS | $25 | |
| WOUNDED WARRIOR'S PROJECT | |||||||
| 4899 BELFORD ROAD | JACKSONVILLE | FL | 32256 | PC | HELP INJURED WARRIORS | $30 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,911 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $44 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,131 | ExclusionAmt |
| Related Or Exempt Function Incm | $46 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,177 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 APOGEE ENTERPRISES | $14,453 | $16,250 |
| 1000 BANK OF AMERICA | $14,602 | $35,220 |
| 1000 CELGENE | ||
| 1000 BRISTOL-MYERS SQUIBB | $56,850 | $64,190 |
| 2000 EXTENDICARE | $6,146 | $6,509 |
| 1000 INTEL | $24,128 | $59,850 |
| 1000 SECTOR SPDR TR | $15,345 | $30,780 |
| 200 NUTRISYSTEM | ||
| 300 SINCLAIR BROADCAST | $11,772 | $10,002 |
| 1000 MOMO INC | $33,667 | $33,500 |
| 42 TIVITY HEALTH | $799 | $854 |
| 1000 BRISTOL-MYERS CVR | $2,250 | $3,010 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $371 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $1,690 | BOYBookValueAmt |
| EOY Book Value | $890 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $40 | Amt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $90 | Amt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |