BETA KAPPA PHI ALPHA GAMMA RHO SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2019
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- Organization
- BETA KAPPA PHI ALPHA GAMMA RHO SCHOLARSHIP FOUNDATION (EIN 04-3124308)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-22
- IRS object ID
- 202042969349100004
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-22T09:11:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201063009 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Liscombe & Parrella PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127A Main St P O Box 105 | AddressLine1Txt |
| City | Medway | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02053 | 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 | 043124308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beta Kappa Phi Alpha Gamma Rho | BusinessNameLine1Txt |
| Business Name Line2 | Scholarship Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETA | BusinessNameControlTxt |
| Phone | 5083665659 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 154 | AddressLine1Txt |
| City | Westborough | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Cornacchia | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5083665659 | PhoneNum |
| Signature | 2020-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Parrella | PreparerPersonNm |
| PTIN | P00594038 | PTIN |
| Phone | 5085202728 | PhoneNum |
| Preparation | 2020-09-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.9.36.13 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-30 | IPDt |
| IP Tm | 15:03:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 05B33EBF2D5EB37476C7AA41F6F0C53AD322C65F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 201FFEC2AC9321E71D434C7C9079F39212E3B2DF | 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 | $359,440 | 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 | $8,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,138 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,305 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,305 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $253 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $556 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,558 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $956 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,558 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,747 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,390 | CashBOYAmt |
| Cash EOY | $38,461 | CashEOYAmt |
| Cash EOYFMV | $38,461 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $70,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,029 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $54,705 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $183,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $179,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $249,950 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $45,371 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $299,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $287,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $359,440 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $299,208 | CapitalStockBOYAmt |
| Capital Stock EOY | $287,598 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $299,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $287,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $299,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $287,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $299,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,610 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $287,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $287,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Merrill Lynch 207436 | $55,444 | $54,732 | $712 | $712 | |||
| Merrill Lynch 207436 | $75,766 | $75,394 | $372 | $372 | |||
| FHLMC MTN | $6,063 | $5,983 | $80 | $80 | 2019-06-10 | ||
| HSBC HOLDINGS PLC | $2,076 | $2,048 | $28 | $28 | 2019-06-10 | 2013-03-14 | |
| WELLS FARGO COMP | $3,069 | $3,058 | $11 | $11 | 2019-06-10 | ||
| Merrill Lynch 207435 | $4,010 | $3,843 | $167 | $167 | |||
| Merrill Lynch 207435 | $46,055 | $38,340 | $7,715 | $7,715 | |||
| APPLE INC | $1,156 | $154 | $1,002 | $1,002 | 2019-06-10 | 2008-07-09 | |
| APPLE INC | $677 | $77 | $600 | $600 | 2019-09-12 | 2008-07-09 | |
| FUJIFILM HLDGS CORP | $45 | $32 | $13 | $13 | 2019-05-07 | 2006-03-22 | |
| NIPPON TELEGRAPH&TELEPHONE | $146 | $68 | $78 | $78 | 2019-10-18 | 2007-06-18 | |
| PANASONIC CORP | $19 | $28 | -$9 | -$9 | 2019-12-12 | 2010-09-27 | |
| SERVICE CORP INTL | $456 | $94 | $362 | $362 | 2019-04-17 | 2010-09-29 | |
| Capital Gains Dividends | $7 | $7 | $7 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,138 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,414 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $359,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,499 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $366,745 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074981 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,724 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $354,866 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061217 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,965 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $382,679 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049559 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,063 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $386,390 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057100 | DistributionYr5Rt |
| Total Distribution | 0.296786 | TotalDistributionRt |
| Average Distribution | 0.059357 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $341,271 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,257 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $147 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,404 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,956 | 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 | $147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $353 | OverpaymentAmt |
| Applied To ES Tax | $353 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.BKPAGR.COM | WebsiteAddressTxt |
| Individual With Books | Michael Cornacchia | IndividualWithBooksNm |
| Phone | 5088479881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 154 | AddressLine1Txt |
| City | Westborough | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 C Bejoian | ||||||||
| 1 Whitney Sreet | Sherborn | MA | 01720 | Trustee | 1.00 | $0 | $0 | $0 |
| Phil Alexander | ||||||||
| 2 Broad Street | Belmont | MA | 02478 | Trustee | 1.00 | $0 | $0 | $0 |
| Richard Reault | ||||||||
| 10 Louis Ave | Tyngsboro | MA | 01879 | Trustee | 1.00 | $0 | $0 | $0 |
| Michael Cornacchia | ||||||||
| 102 Adams Street | Westboro | MA | 01581 | Trustee | 1.00 | $0 | $0 | $0 |
| Tom Hamilton | ||||||||
| 30 Cabot Street | Winchester | MA | 01890 | Trustee | 1.00 | $0 | $0 | $0 |
| Patrick Ahern | ||||||||
| 103 Church Street | Westwood | MA | 02090 | Trustee | 1.00 | $0 | $0 | $0 |
| George Reichard | ||||||||
| 195 Inwood Terrace | Rosewell | GA | 30075 | Trustee | 1.00 | $0 | $0 | $0 |
| Jim Bove | ||||||||
| 25 Chapelgate Road | Canton | MA | 02021 | Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarship Program | Description1Txt |
| Expenses1 | $22,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $333,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $346,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $346,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,197 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $341,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,064 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,064 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147 | TotalTaxAmt |
| Distributable Before Adj | $16,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,917 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,956 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $147 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,809 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,213 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $283 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,297 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,071 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,039 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,110 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,213 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,897 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $283 | ExcessFromYear4Amt |
| Excess From Year3 | $4,297 | ExcessFromYear3Amt |
| Excess From Year2 | $9,448 | ExcessFromYear2Amt |
| Excess From Year1 | $1,830 | ExcessFromYear1Amt |
| Excess From Current Year | $6,039 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mike Cornacchia CO BKP-AGR Fraterni | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 154 | AddressLine1Txt |
| City | Westborough | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5088459881 | RecipientPhoneNum |
| Recipient Email Address | mcornacc@hotmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Application Form, Financial Information, Test Scores, Grades, References | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | June 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Lineal Descendants of BKP-AGR Fraternity Members and Disadvantaged UMass Students | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Clemson University | ||||||||
| 100 Calhoun Drive | Clemson | SC | 29634 | None | PF | Scholarship for Gianna Truchon | $250 | |
| DePaul University | ||||||||
| 1 E Jackson Blvd | Chicago | IL | 60604 | None | PF | Scholarship for Julia Keras | $500 | |
| Manchester Community College | ||||||||
| 1066 Front Street | Manchester | NH | 03102 | None | PF | Scholarship for Caitlynn McMahan | $500 | |
| North Shore Community College | ||||||||
| 1 Ferncroft Road | Danvers | MA | 01923 | None | PF | Scholarship for Mark Hanedanian | $500 | |
| Northeastern University | ||||||||
| 360 Huntington Ave | Boston | MA | 02115 | None | PF | Scholarship for Vincent J. Keras II | $500 | |
| Southern New Hampshire University | ||||||||
| 2500 N River Road | Hooksett | NH | 03106 | none | PF | Scholarship for Sean Mahan | $2,000 | |
| U Mass Boston | ||||||||
| 100 William T Morrissey Blvd | Boston | MA | 02125 | None | PF | Scholarship for Aidan Healey | $2,000 | |
| University of Alabama | ||||||||
| University Avenue | Tuscaloosa | AL | 35487 | None | PF | Scholarship for Abigail Luscko | $500 | |
| University of Connecticut | ||||||||
| 233 Glenbrook Rd Unit 4100 | Storrs | CT | 06269 | None | pf | Scholarship for Derek O'Connor | $1,000 | |
| University of Connecticut | ||||||||
| 233 Glenbrook Rd Unit 4100 | Storrs | CT | 06269 | None | PF | Scholarship for John O'Connor | $500 | |
| University of Massachusetts Amherst | ||||||||
| 181 Presidents Dr 215 Whitmore | Amherst | MA | 01003 | None | PF | Scholarship for Dominic Truchon | $250 | |
| University of Massachusetts Amherst | ||||||||
| 181 Presidents Dr 215 Whitmore | Amherst | MA | 01003 | None | PF | Scholarship for Gabrielle Sobolewski | $1,000 | |
| University of Massachusetts Amherst | ||||||||
| 181 Presidents Dr 215 Whitmore | Amherst | MA | 01003 | None | PF | Scholarships for Kirstin Dorothy Jean Keith | $2,000 | |
| University of Massachusetts Amherst | ||||||||
| 181 Presidents Dr 215 Whitmore | Amherst | MA | 01003 | None | PF | Scholarships for Jillian Marie Drummy | $2,000 | |
| University of Massachusetts Amherst | ||||||||
| 181 Presidents Dr 215 Whitmore | Amherst | MA | 01003 | None | PF | Scholarships for Nolan RIley Santos | $2,000 | |
| University of Massachusetts Amherst | ||||||||
| 181 Presidents Dr 215 Whitmore | Amherst | MA | 01003 | None | PF | Scholarship for Raquel Liani Callands | $1,000 | |
| University of Massachusetts Amherst | ||||||||
| 181 Presidents Dr 215 Whitmore | Amherst | MA | 01003 | None | PF | Scholarship for Sarah Widrow | $1,000 | |
| University of Massachusetts Amherst | ||||||||
| 181 Presidents Dr 215 Whitmore | Amherst | MA | 01003 | none | PF | Scholarship for Katherine Widrow | $500 | |
| University of Michigan | ||||||||
| 515 E Jefferson St 2500 Student | Ann Arbor | MI | 48109 | None | PF | Scholarship for Stephanie Murphy | $1,000 | Activities Bldg |
| University of Oklahoma | ||||||||
| 660 Parrington Oval | Norman | OK | 73019 | none | PF | Scholarship for Emma Greene | $500 | |
| University of Pennsylvania | ||||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | none | PF | Scholarship for Brooke Murphy | $1,000 | |
| University of Virginia | ||||||||
| 1001 N Emmet Street | Charlottesville | VA | 22904 | None | PF | Scholarship for Caroline Luscro | $500 | |
| Virginia Polytechnic Institute and State University | ||||||||
| 800 Washington St SW | Blacksburg | VA | 24061 | None | PF | Scholarship for Grant O'Connor | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,167 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,305 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,305 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKP-AGR Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | Social Club | OrganizationTypeDesc |
| Relationship Description | Corporation's directors serve as trustees of the foundation | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and tax preparation | CategoryTxt |
| Amt | $2,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stocks | StockNm |
| EOY Book Value | $179,137 | EOYBookValueAmt |
| EOYFMV | $249,950 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office expense | $556 | $0 | $556 |
| Filing fee | $35 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fee | $4,305 | $4,305 | $0 |
| Administrative fees from colleges | $400 | $0 | $400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $416 | $0 | $0 |
| Foreign Tax paid | $253 | $253 | $0 |