PICCOLO FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PICCOLO FAMILY CHARITABLE FOUNDATION INC (EIN 05-0585675)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349106514
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:47:33-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNICORN PARK DRIVE SUITE 101 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 050585675 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PICCOLO FAMILY CHARITABLE FOUNDATIONINC | BusinessNameLine1Txt |
| Business Name Line2 | C/O C HENRY KEZER ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C HENRY KEZER | InCareOfNm |
| Business Name Control | PICC | BusinessNameControlTxt |
| Phone | 7813241231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C HENRY KEZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7813241231 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL BARDARO CPA | PreparerPersonNm |
| PTIN | P00634441 | PTIN |
| Phone | 7813216065 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.130.105.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220203215000229 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4DEC42C676BC8E258D8DAD659BF54AA4D61E7123 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4DEC42C676BC8E258D8DAD659BF54AA4D61E7123 | 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 | $1,675,755 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,552 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,552 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,552 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,722 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,722 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $727,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,495 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $131,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,769 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,274 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $9,844 | OthEmplSlrsWgsRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,596 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,627 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $8,525 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,538 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $87,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,964 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $269,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,769 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,274 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,232 | CashBOYAmt |
| Cash EOY | $32,620 | CashEOYAmt |
| Cash EOYFMV | $32,620 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,227,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,299,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,299,009 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $301,335 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $344,126 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $344,126 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,580,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,675,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,675,755 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,580,485 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,675,755 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,580,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,675,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,580,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,675,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,580,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $233,095 | OtherIncreasesAmt |
| Subtotal | $1,675,755 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,675,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT TERM GAINS AND LOSSES | P | 2019-12-31 | $199,948 | $210,873 | -$10,925 | -$10,925 |
| LONG TERM GAINS AND LOSSES | P | 2019-12-31 | $528,020 | $422,600 | $105,420 | $105,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,495 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,925 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,697,067 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,621 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $71,454 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.926008 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $153,369 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $78,634 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.950416 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $171,724 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $85,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.009525 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $157,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $89,724 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.751259 | DistributionYr5Rt |
| Total Distribution | 7.726539 | TotalDistributionRt |
| Average Distribution | 1.545308 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,603,698 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,478,207 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,318 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,479,525 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $181,964 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,635 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,635 | SubtotalAmt |
| Tax Based On Investment Income | $2,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,240 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,605 | OverpaymentAmt |
| Applied To ES Tax | $1,605 | 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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | C HENRY KEZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7813241231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| C HENRY KEZER ESQ | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | PRESIDENT | 1.0 | $2,500 | $0 | $0 |
| LAURA L HODGIN | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TREASURER | 1.0 | $2,500 | $0 | $0 |
| DEBORAH E GAFF | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | DIRECTOR | 1.0 | $500 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO 501(C)(3) ORGANIZATIONS, MELROSE AND MALDEN CITY AGENCIES AND SCHOLARSHIPS FOR DESERVING STUDENTS | Description1Txt |
| Expenses1 | $181,964 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | . | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,586,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,628,120 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,628,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,603,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $181,964 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $181,964 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $37,274 | CurrentYearAmt |
| Year1 | $42,912 | Year1Amt |
| Year2 | $3,573 | Year2Amt |
| Year3 | $3,932 | Year3Amt |
| Total | $87,691 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $31,683 | CurrentYearAmt |
| Year1 | $36,475 | Year1Amt |
| Year2 | $3,037 | Year2Amt |
| Year3 | $3,342 | Year3Amt |
| Total | $74,537 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $181,964 | CurrentYearAmt |
| Year1 | $151,600 | Year1Amt |
| Year2 | $138,977 | Year2Amt |
| Year3 | $154,195 | Year3Amt |
| Total | $626,736 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $181,964 | CurrentYearAmt |
| Year1 | $151,600 | Year1Amt |
| Year2 | $138,977 | Year2Amt |
| Year3 | $154,195 | Year3Amt |
| Total | $626,736 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,675,755 | CurrentYearAmt |
| Year1 | $1,580,485 | Year1Amt |
| Year2 | $1,865,339 | Year2Amt |
| Year3 | $1,741,017 | Year3Amt |
| Total | $6,862,596 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Two Thirds Minimum Invst Ret | TwoThirdsMinimumInvstRetGrp |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | C HENRY KEZER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7813241231 | RecipientPhoneNum |
| Form And Info And Materials | NOT YET DETERMINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT YET DETERMINED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT YET DETERMINED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX'S TEAM FOUNDATION INC | |||||||
| 76 Bedford Street 38 | Lexington | MA | 02420 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $10,000 |
| CITY OF MELROSE | |||||||
| 562 Main Street | melrose | MA | 02176 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 |
| CITY OF MELROSE PARKS DEPARTMENT | |||||||
| 100 SLAYTON ROAD | MELROSE | MA | 02176 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 |
| CLASS INC | |||||||
| ONE PARKER STREET | LAWRENCE | MA | 01843 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 |
| COMMUNITAS FKA EMARC | |||||||
| 20 GOULD STREET | READING | MA | 01867 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 |
| COMMUNITY FAMILY INC | |||||||
| 106 WYLLIS AVENUE | EVERETT | MA | 02149 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $9,500 |
| GOOD SHEPHERD UNITED METHODIST CHURCH | |||||||
| 577 SALEM STREET | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $500 |
| HARVARD UNIVERSITY | |||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $1,500 |
| MALDEN CATHOLIC HIGH SCHOOL | |||||||
| 99 CRYSTAL STREET | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 |
| MALDEN OVERCOMING ADDICTION | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 |
| MARIST COLLEGE | |||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $3,000 |
| MELROSE ALLIANCE AGAINST VIOLENCE | |||||||
| 235 W FOSTER ST | MELROSE | MA | 02176 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $1,000 |
| MELROSE FRIENDS OF THE AGING INC | |||||||
| 201 WEST FOSTER STREET | MELROSE | MA | 02176 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $500 |
| MELROSE HIGH SCHOOL PERMANENT SCHOLARSHIP FUND | |||||||
| 360 LYNN FELLS PARKWAY | MELROSE | MA | 02176 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $29,000 |
| MIAMI UNIVERSITY | |||||||
| 610 S OAK STREET | OXFORD | OH | 45056 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $4,000 |
| MISSION OF DEEDS | |||||||
| 6 CHAPIN AVE | READING | MA | 01867 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $2,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 5 HAMPSHIRE STREET SUITE 100B | MANSFIELD | MA | 02048 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $250 |
| MYSTIC RIVER RUGBY FOUNDATION | |||||||
| PO BOX 39 | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 |
| MYSTIC VALLEY ELDER SERVICES INC | |||||||
| 300 COMMERCIAL STREET 19 | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $8,500 |
| MYSTIC VALLEY REGIONAL CHARTER SCHOOL | |||||||
| 576 EASTERN AVENUE | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $1,500 |
| SKATING CLUB OF BOSTON | |||||||
| 750 UNIVERSITY AVE | NORWOOD | MA | 02062 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $1,000 |
| TAILORED FOR SUCCESS | |||||||
| PO BOX 527 | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,500 |
| THE FITCH HOME INC | |||||||
| 75 LAKE AVENUE | MELROSE | MA | 02176 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $28,000 |
| THE PINE BANKS PARK FOUNDATION | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $31,250 |
| US BANK | |||||||
| PO BOX 6352 | FARGO | ND | 58125 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $464 |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $3,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 2131 HILLSIDE ROAD UNIT 3088 | STORRS | CT | 06269 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,964 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,552 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,495 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,769 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | PROVIDED FUNDS TO SUPPORT THE ENTITYS CHARITABLE WORK | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $10,000 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | corporate/other bonds | BondNm |
| EOY Book Value | $344,126 | EOYBookValueAmt |
| EOYFMV | $344,126 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,299,009 | EOYBookValueAmt |
| EOYFMV | $1,299,009 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OFFICE EXPENSES | $3,106 |
| INSURANCE | $432 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT ACCOUNT | Desc |
| Amt | $233,095 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Bank custodial fee | $13,596 |
| administrative management | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| STATE TAX | $35 |
| Federal tax | $5,839 |
| PAYROLL TAXES | $753 |