JOSIAH A SPAULDING EDUCATION FUND: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOSIAH A SPAULDING EDUCATION FUND (EIN 22-3031985)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202031929349200303
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T06:48:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043529783 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY & RURAK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 PLEASANT ST | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223031985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSIAH A SPAULDING EDUCATION FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O KATHLEEN WILSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSI | BusinessNameControlTxt |
| Phone | 9785268336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 192 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01944 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY WILSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9785268336 | PhoneNum |
| Signature | 2020-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE S ROY | PreparerPersonNm |
| PTIN | P00641000 | PTIN |
| Phone | 9784096180 | PhoneNum |
| Preparation | 2020-07-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-10 | IPDt |
| IP Tm | 06:48:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E37E7A51184C57706EA701C795B688A742467260 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C5B7C4AB84C9E785819CAED1B211FB982D9D2B38 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $28,926 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $7,343 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $21,332 | ProgramServiceRevenueAmt |
| Investment Income | $251 | InvestmentIncomeAmt |
| Total Revenue | $28,926 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $34,890 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $800 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $7,161 | OtherExpensesTotalAmt |
| Total Expenses | $42,851 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$13,925 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $115,297 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $101,372 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,622 | BOYAmt |
| EOY | $136,429 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,622 | BOYAmt |
| EOY | $136,429 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,325 | BOYAmt |
| EOY | $35,057 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,297 | BOYAmt |
| EOY | $101,372 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| GRANTS AND AWARDS FOR SCHOOL PROGRAMS | $34,890 | $40,256 |
| GRANTS AND AWARDS FOR SCHOOL PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,256 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SHANNON ERDMANN | ||
| TRUSTEE | 000.00 | $0 |
| ALISON DALEY | ||
| TRUSTEE | 000.00 | $0 |
| KATHY WILSON | ||
| TREASURER | 000.00 | $0 |
| JESSICA LAMOTHE | ||
| TRUSTEE | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY WILSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MILLETS LANE | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01944 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9785268336 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,343 | CurrentTaxYearAmt |
| Total | $69,076 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,332 | CurrentTaxYearAmt |
| Total | $155,232 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,675 | CurrentTaxYearAmt |
| Total | $224,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $224,308 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $251 | CurrentTaxYearAmt |
| Total | $1,228 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $251 | CurrentTaxYearAmt |
| Total | $1,228 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,926 | CurrentTaxYearAmt |
| Total | $225,536 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99460 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: MANCHESTER ESSEX REGIONAL SCHOOL DI ADDRESS: P.O. BOX 1407 MANCHESTER, MA 01944 CASH CONTRIBUTION: 34,890 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES POSTAGE AND DELIVERY 525 PRINTING AND REPRODUCTION 1,657 FILING FEES 35 PROGRAM EXPENSE 3,290 BANK SERVICE CHARGES 84 ADMINISTRATIVE 100 BOOKKEEPING 1,470 TOTAL 7,161 |
| FORM 990-EZ, PART II, LINE 26 | GRANTS PAYABLE 27,325 35,057 |
| FORM 990-EZ, PART III | TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION. |
| FORM 990-EZ, PART III, LINE 31 | GRANTS AND AWARDS FOR SCHOOL PROGRAMS |