STEPHEN F QUILL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN F QUILL FAMILY FOUNDATION (EIN 20-1799716)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-01
- IRS object ID
- 202042759349100104
- 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
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-01T08:07:56-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832002817 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvey & Martin PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 High St Suite 210 | 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 | 201799716 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F QUILL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9785370003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN F QUILL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN P MELIA | PreparerPersonNm |
| PTIN | P00230481 | PTIN |
| Phone | 9786887701 | PhoneNum |
| 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 | $394,774 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,240 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,951 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,951 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,951 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,843 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,843 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,017 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $458 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $29,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,811 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,252 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,240 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,227 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,227 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,138 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,138 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,138 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,145 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,252 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,762 | CashBOYAmt |
| Cash EOY | $67,102 | CashEOYAmt |
| Cash EOYFMV | $67,102 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,629 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,538 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $338,554 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $230,742 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $324,134 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $362,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $394,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $362,945 | CapitalStockBOYAmt |
| Capital Stock EOY | $301,378 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $362,945 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $301,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $362,945 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $301,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $362,945 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $186 | OtherIncreasesAmt |
| Subtotal | $301,378 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $301,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AS REP BY US TRUST | P | 2019-01-01 | 2019-01-01 | $9,354 | $8,896 | $458 | $458 |
| AS REP BY US TRUST | P | 2001-01-01 | 2019-01-01 | $123,494 | $104,935 | $18,559 | $18,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,017 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $458 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $174,868 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $464,301 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.37663 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $270,088 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $538,550 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.50151 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $207,849 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $588,393 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.35325 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $119,583 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $611,521 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.19555 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $152,467 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $621,226 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.24543 | DistributionYr5Rt |
| Total Distribution | 1.672364 | TotalDistributionRt |
| Average Distribution | 0.334473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $401,182 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $134,185 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $231 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $134,416 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,138 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $463 | SubtotalAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $150 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $263 | 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 | false | 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 |
| 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 | STEPHEN F QUILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9785370003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01523 | 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 | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN F QUILL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $359,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $407,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $407,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $401,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $463 | TotalTaxAmt |
| Distributable Before Adj | $19,596 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,596 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,596 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,138 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $87,138 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $87,138 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,596 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $121,723 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,143 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $178,815 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $244,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $785,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,138 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,542 | RemainingDistriFromCorpusAmt |
| Total Corpus | $853,036 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $121,723 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $731,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,143 | ExcessFromYear4Amt |
| Excess From Year3 | $178,815 | ExcessFromYear3Amt |
| Excess From Year2 | $244,006 | ExcessFromYear2Amt |
| Excess From Year1 | $151,807 | ExcessFromYear1Amt |
| Excess From Current Year | $67,542 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN F QUILL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK ROAD | CORAOPOLIS | PA | 15108 | NONE | NC | WILDLIFE CONVSERVATION | $2,380 |
| CLINTON ITEM APPEAL | |||||||
| 200 HIGH STREET | CLINTON | MA | 01510 | NONE | NC | ASSIST INDIGENT FAMILIES | $10,000 |
| NASHUA RIVER WATERSHED ASSOCIATION | |||||||
| 592 MAIN STREET | GROTON | MA | 01450 | NONE | NC | LAND CONSERVATION | $250 |
| WHEAT | |||||||
| PO BOX 847 | CLINTON | MA | 01510 | NONE | NC | ASSIST INDIGENT FAMILIES | $5,000 |
| CLINTON PUBLIC SCHOOLS | |||||||
| PO BOX 732 | CLINTON | MA | 01510 | NONE | NC | SCHOLARSHIPS | $48,978 |
| SPECIAL OLYMPICS | |||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | NC | FINANCIAL ASSISTANCE | $100 |
| JIMMY FUND WALK | |||||||
| PO BOX 3595 | BOSTON | MA | 02241 | NONE | NC | FINANCIAL ASSISTANCE | $2,500 |
| ATLANTIC SALMON FOUNDATION | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | NONE | NC | WILDLIFE CONSERVATION | $500 |
| TOWN OF LANCASTER | |||||||
| 695 MAIN STREET | LANCASTER | MA | 01523 | NONE | NC | MONETARY SUPPORT | $250 |
| FRIENDS OF THE THAYER MEMORIAL LIBR | |||||||
| 717 MAIN STREET | LANCASTER | MA | 01523 | NONE | NC | MONETARY SUPPORT | $500 |
| GREELEY HILL BOYS FOUNDATION | |||||||
| 405 GEORGE HILL ROAD | LANCASTER | MA | 01523 | COMMON TRUSTEE | NC | MONETARY SUPPORT | $3,030 |
| THE CASA PROJECT | |||||||
| 100 GROVE STREET | WORCESTER | MA | 01605 | NONE | NC | ASSIST INDIGENT FAMILIES | $250 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE THIRD FLOOR | BOSTON | MA | 02116 | NONE | NC | MEDICAL CARE | $10,000 |
| LANCASTER ANGEL TREE | |||||||
| 200 CHURCH STREET | LANCASTER | MA | 01510 | NONE | NC | ASSIST INDIGENT FAMILIES | $3,000 |
| BOXBOROUGH MPOLICE OFFICERS | |||||||
| 520 MASSACHUSETTS AVE | BOZBOROUGH | MA | 01719 | NONE | NC | MONETARY SUPPORT | $200 |
| CARROLL SCHOOL | |||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | NC | MONETARY SUPPORT | $100 |
| LANCASTER MASS HISTORIAL SOCIETY | |||||||
| 695 MAIN STREET SUITE 8 | LANCASTER | MA | 01523 | NONE | NC | MONETARY SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,138 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,951 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,843 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,017 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,811 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,240 | Amt |
| Net Investment Income | $2,240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST COST TO TAX BASIS | Desc |
| Amt | $186 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY SERVICES | CategoryTxt |
| Amt | $1,227 | Amt |
| Net Investment Income | $1,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $99 | $99 |
| FORM 990-PF | $100 | $100 |