BETA KAPPA PHI ALPHA GAMMA RHO SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BETA KAPPA PHI ALPHA GAMMA RHO SCHOLARSHIP FOUNDATION (EIN 04-3124308)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201913179349101716
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T12:54:02-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 5088479881 | 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 | 2019-11-12 | 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 | 2019-11-12 | 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 | 2019-11-12 | IPDt |
| IP Tm | 12:25:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A0B7A997AC96BBC8D562246E2872719DF5CF7099 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CDD62908DF38C1CE8B6ABEC8C067103EBE72EDD3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $323,172 | 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 | $8,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,567 | 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 |
| Other Prof Fees Rev And Expnss | $5,743 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,743 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,314 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,314 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,196 | CashBOYAmt |
| Cash EOY | $15,390 | CashEOYAmt |
| Cash EOYFMV | $15,390 | CashEOYFMVAmt |
| US Government Obligations BOY | $57,378 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $54,705 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $54,534 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $182,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $183,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $208,805 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,664 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $45,371 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $44,443 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $297,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $323,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $297,941 | CapitalStockBOYAmt |
| Capital Stock EOY | $299,208 | 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 | $297,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $299,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $297,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $299,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $297,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $299,208 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $299,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (168 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Embraer S | 2016-03-28 | 2018-01-05 | $154 | $155 | -$1 | -$1 |
| Embraer S | 2016-06-28 | 2018-01-05 | $26 | $21 | $5 | $5 |
| Alexander & Baldwin | 2018-01-23 | 2018-01-23 | $27 | $27 | $0 | $0 |
| Fabrinet | 2017-02-06 | 2018-01-25 | $531 | $883 | -$352 | -$352 |
| Boeing Co | 2013-08-08 | 2018-02-02 | $702 | $213 | $489 | $489 |
| Camden Property Trust | 2011-08-26 | 2018-02-07 | $81 | $62 | $19 | $19 |
| Camden Property Trust | 2011-08-26 | 2018-02-08 | $723 | $559 | $164 | $164 |
| JB Hunt Trans Serv | 2012-07-25 | 2018-02-06 | $1,038 | $479 | $559 | $559 |
| Olin Corporation | 2014-01-13 | 2018-02-09 | $332 | $311 | $21 | $21 |
| Teva Pharmaceuticals | 2018-02-15 | $480 | $896 | -$416 | -$416 | |
| DXC Technology | 2017-06-14 | 2018-02-02 | $399 | $302 | $97 | $97 |
| Factset Research Systems | 2015-09-29 | 2018-03-23 | $410 | $312 | $98 | $98 |
| Factset Research Systems | 2015-09-29 | 2018-03-26 | $624 | $468 | $156 | $156 |
| Hasbro Inc | 2016-10-26 | 2018-03-08 | $93 | $83 | $10 | $10 |
| Hasbro Inc | 2016-10-28 | 2018-03-08 | $280 | $250 | $30 | $30 |
| Hasbro Inc | 2016-10-28 | 2018-03-09 | $451 | $416 | $35 | $35 |
| Kingfisher PLC | 2017-11-10 | 2018-03-01 | $106 | $91 | $15 | $15 |
| Cooper Tire & Rubber | 2018-04-23 | $447 | $697 | -$250 | -$250 | |
| Cooper Tire & Rubber | 2017-04-13 | 2018-04-24 | $334 | $520 | -$186 | -$186 |
| DST Systems | 2015-07-23 | 2018-04-17 | $1,848 | $1,274 | $574 | $574 |
| Embraer S | 2016-06-28 | 2018-04-12 | $217 | $170 | $47 | $47 |
| Tenaris SA | 2015-05-22 | 2018-04-25 | $295 | $241 | $54 | $54 |
| Tesco PLC | 2013-06-05 | 2018-04-17 | $171 | $273 | -$102 | -$102 |
| Aetna Inc | 2011-07-07 | 2018-06-18 | $374 | $89 | $285 | $285 |
| Amgen Inc | 2012-04-24 | 2018-06-18 | $368 | $137 | $231 | $231 |
| Apple Inc | 2008-07-09 | 2018-06-18 | $1,134 | $154 | $980 | $980 |
| Bank of America | 2016-11-17 | 2018-06-18 | $471 | $322 | $149 | $149 |
| Boeing Co | 2013-08-08 | 2018-06-18 | $354 | $107 | $247 | $247 |
| Cambrex Corp | 2016-03-24 | 2018-06-08 | $183 | $171 | $12 | $12 |
| Cambrex Corp | 2016-03-24 | 2018-06-11 | $91 | $86 | $5 | $5 |
| Cambrex Corp | 2016-03-28 | 2018-06-11 | $46 | $42 | $4 | $4 |
| Cambrex Corp | 2016-03-28 | 2018-06-12 | $232 | $212 | $20 | $20 |
| Cambrex Corp | 2016-03-28 | 2018-06-13 | $140 | $127 | $13 | $13 |
| CBRE Group | 2015-05-22 | 2018-06-18 | $581 | $461 | $120 | $120 |
| Celanese Corp | 2016-03-15 | 2018-06-18 | $461 | $255 | $206 | $206 |
| Cintas Corp | 2013-02-20 | 2018-06-18 | $381 | $89 | $292 | $292 |
| Cisco Sys Inc | 2015-03-24 | 2018-06-18 | $576 | $365 | $211 | $211 |
| Decker Outdoor Corp | 2013-10-15 | 2018-06-27 | $349 | $183 | $166 | $166 |
| Decker Outdoor Corp | 2013-10-15 | 2018-06-28 | $115 | $61 | $54 | $54 |
| DEcker Outdoor Corp | 2013-10-16 | 2006-06-28 | $346 | $183 | $163 | $163 |
| Deere & Co | 2017-01-10 | 2018-06-18 | $441 | $315 | $126 | $126 |
| Facebook Inc | 2016-03-15 | 2018-06-18 | $597 | $331 | $266 | $266 |
| First Indust Realty | 2010-09-29 | 2018-06-18 | $198 | $30 | $168 | $168 |
| Gap Inc | 2017-01-10 | 2018-06-18 | $454 | $336 | $118 | $118 |
| Gatx Corp | 2015-07-23 | 2018-06-18 | $358 | $254 | $104 | $104 |
| Home Depot | 2014-02-03 | 2018-06-18 | $600 | $226 | $374 | $374 |
| Intel Corp | 2014-12-01 | 2018-06-18 | $637 | $445 | $192 | $192 |
| IPG Photonics | 2015-02-20 | 2018-06-18 | $489 | $185 | $304 | $304 |
| Jack Henry & Assoc | 2012-08-27 | 2018-06-18 | $263 | $74 | $189 | $189 |
| JPMorgan Chase | 2013-01-14 | 2018-06-18 | $541 | $230 | $311 | $311 |
| Kaman Corp | 2011-08-16 | 2018-06-18 | $431 | $209 | $222 | $222 |
| Landstar Systems | 2015-09-17 | 2018-06-18 | $346 | $207 | $139 | $139 |
| Masco | 2016-05-20 | 2018-06-18 | $466 | $383 | $83 | $83 |
| Masco | 2016-05-20 | 2018-06-11 | $427 | $351 | $76 | $76 |
| Orbital ATK | 2014-06-27 | 2018-06-08 | $807 | $177 | $630 | $630 |
| Orbital ATK | 2014-12-17 | 2018-06-08 | $1,076 | $369 | $707 | $707 |
| Pricesmart Inc | 2008-10-10 | 2018-06-18 | $359 | $41 | $318 | $318 |
| Raymond James Fincl | 2013-04-17 | 2018-06-18 | $684 | $310 | $374 | $374 |
| Resmed Inc | 2016-01-11 | 2018-06-18 | $319 | $157 | $162 | $162 |
| Royal Dutch Shell | 2013-02-05 | 2018-06-18 | $286 | $282 | $4 | $4 |
| Sysco Corp | 2017-05-17 | 2018-06-18 | $466 | $381 | $85 | $85 |
| Texas Roadhouse Inc | 2013-05-03 | 2018-06-18 | $329 | $120 | $209 | $209 |
| Toyota Motor | 2010-09-08 | 2018-06-18 | $273 | $138 | $135 | $135 |
| Toyota Motor | 2010-09-13 | 2018-06-18 | $136 | $71 | $65 | $65 |
| United Rantals | 2017-05-17 | 2018-06-18 | $974 | $631 | $343 | $343 |
| UnitedHealth Gp | 2017-05-17 | 2018-06-18 | $763 | $509 | $254 | $254 |
| USG Corp | 2015-04-24 | 2018-06-18 | $475 | $304 | $171 | $171 |
| Valero Energy | 2013-01-14 | 2018-06-18 | $585 | $162 | $423 | $423 |
| Best Buy | 2017-07-25 | 2018-06-18 | $306 | $222 | $84 | $84 |
| Burlington Stores | 2017-12-01 | 2018-06-18 | $307 | $216 | $91 | $91 |
| Lear corp | 2017-08-28 | 2018-06-18 | $406 | $289 | $117 | $117 |
| Micron Tech | 2018-05-03 | 2018-06-18 | $523 | $415 | $108 | $108 |
| PVH Corp | 2018-06-18 | $652 | $452 | $200 | $200 | |
| RPC Incorporated | 2018-01-25 | 2018-06-18 | $86 | $130 | -$44 | -$44 |
| RPC Incorporated | 2018-01-25 | 2018-06-19 | $224 | $347 | -$123 | -$123 |
| RPC Incorporated | 2018-01-25 | 2018-06-20 | $42 | $65 | -$23 | -$23 |
| Wabco Hldgs | 2018-06-01 | $734 | $750 | -$16 | -$16 | |
| Constllation Brands | 2016-01-15 | 2018-05-03 | $2,024 | $1,283 | $741 | $741 |
| Oversea-Chinese Bkg | 2015-09-08 | 2018-05-17 | $78 | $50 | $28 | $28 |
| Royal DSM | 2013-04-05 | 2018-05-30 | $272 | $166 | $106 | $106 |
| Skyworks Solutions | 2015-09-01 | 2018-05-03 | $1,471 | $1,322 | $149 | $149 |
| Wolters Kluwer | 2018-05-09 | $267 | $91 | $176 | $176 | |
| Wabco Hldgs | 2017-06-05 | 2018-05-31 | $121 | $125 | -$4 | -$4 |
| Embraer S | 2018-07-05 | $352 | $287 | $65 | $65 | |
| Wolters Kluwer | 2009-06-10 | 2018-07-18 | $301 | $89 | $212 | $212 |
| Bayer | 2018-07-02 | 2018-07-02 | $12 | $12 | $12 | |
| Embraer S | 2017-10-30 | 2018-07-05 | $211 | $169 | $42 | $42 |
| Adecco Group | 2016-11-30 | 2018-08-07 | $30 | $31 | -$1 | -$1 |
| Aetna Inc | 2011-07-07 | 2018-08-22 | $198 | $44 | $154 | $154 |
| Ageas Sponsored | 2012-05-10 | 2018-08-07 | $157 | $53 | $104 | $104 |
| Alexander & Baldwin | 2009-01-05 | 2018-08-07 | $119 | $65 | $54 | $54 |
| Alexander & Baldwin | 2009-03-17 | 2018-08-07 | $72 | $30 | $42 | $42 |
| Applied Materials | 2016-09-26 | 2018-08-07 | $198 | $117 | $81 | $81 |
| Applied Materials | 2016-09-26 | 2018-08-22 | $817 | $557 | $260 | $260 |
| Applied Materials | 2016-09-26 | 2018-08-23 | $861 | $586 | $275 | $275 |
| Armstron World | 2016-10-04 | 2018-08-07 | $279 | $165 | $114 | $114 |
| Avery Dennison | 2017-04-13 | 2018-08-07 | $225 | $159 | $66 | $66 |
| Bank of America | 2016-11-17 | 2018-08-07 | $316 | $201 | $115 | $115 |
| Bruker Corp | 2017-05-26 | 2018-08-07 | $70 | $54 | $16 | $16 |
| Canadian Natural Res | 2015-03-18 | 2018-08-07 | $210 | $175 | $35 | $35 |
| Celanese Corp | 2016-03-15 | 2018-08-07 | $234 | $127 | $107 | $107 |
| Chevron Corp | 2008-07-09 | 2018-08-07 | $125 | $95 | $30 | $30 |
| Church & Dwight | 2007-03-21 | 2018-08-07 | $113 | $25 | $88 | $88 |
| Cognex Corp | 2015-09-09 | 2018-08-07 | $53 | $18 | $35 | $35 |
| Delta Air Lines | 2013-02-15 | 2018-08-07 | $164 | $43 | $121 | $121 |
| DXC Technology | 2017-06-14 | 2018-08-07 | $698 | $525 | $173 | $173 |
| Facebook Inc | 2016-03-15 | 2018-08-22 | $3,288 | $2,099 | $1,189 | $1,189 |
| Luxoft Holding | 2016-09-23 | 2018-08-14 | $169 | $220 | -$51 | -$51 |
| Manpower Group | 2018-08-07 | $2,014 | $1,584 | $430 | $430 | |
| McDonalds | 2016-01-15 | 2018-08-07 | $2,500 | $1,842 | $658 | $658 |
| McKesson Corp | 2017-06-14 | 2018-08-07 | $1,523 | $1,970 | -$447 | -$447 |
| PG&E Corp | 2014-12-01 | 2018-08-07 | $1,229 | $1,429 | -$200 | -$200 |
| Royal DSM | 2018-08-17 | $279 | $176 | $103 | $103 | |
| Sysco Corp | 2017-05-17 | 2018-08-07 | $70 | $55 | $15 | $15 |
| Caterpillar | 2017-12-07 | 2018-08-07 | $143 | $142 | $1 | $1 |
| Citigroup Inc | 2017-08-28 | 2018-08-07 | $218 | $203 | $15 | $15 |
| MKS Instruments | 2018-02-08 | 2018-08-23 | $544 | $611 | -$67 | -$67 |
| MKS Instruments | 2018-02-08 | 2018-08-24 | $90 | $102 | -$12 | -$12 |
| Carters | 2013-09-13 | 2018-09-14 | $751 | $593 | $158 | $158 |
| Fujifilm Hldgs | 2006-03-22 | 2018-09-27 | $317 | $226 | $91 | $91 |
| Roche Holdings | 2015-01-23 | 2018-09-14 | $92 | $107 | -$15 | -$15 |
| Ageas Sponsored | 2014-05-14 | 2018-10-24 | $50 | $43 | $7 | $7 |
| Barnes Group | 2017-08-30 | 2018-10-23 | $59 | $62 | -$3 | -$3 |
| Barnes Group | 2017-08-31 | 2018-10-23 | $59 | $62 | -$3 | -$3 |
| Barnes Group | 2017-08-31 | 2018-10-24 | $59 | $62 | -$3 | -$3 |
| Barnes Group | 2017-09-01 | 2018-10-25 | $59 | $62 | -$3 | -$3 |
| Barnes Group | 2017-09-05 | 2018-10-26 | $117 | $125 | -$8 | -$8 |
| Barnes Group | 2017-09-05 | 2018-10-30 | $56 | $62 | -$6 | -$6 |
| Barnes Group | 2017-09-05 | 2018-10-31 | $114 | $125 | -$11 | -$11 |
| Cognex Corp | 2015-09-09 | 2018-10-15 | $744 | $310 | $434 | $434 |
| Luxoft Holding | 2018-10-17 | $592 | $702 | -$110 | -$110 | |
| Snap-on Inc | 2014-09-09 | 2018-10-09 | $179 | $126 | $53 | $53 |
| Snap-on Inc | 2014-09-09 | 2018-10-10 | $519 | $377 | $142 | $142 |
| Snap-on Inc | 2014-09-10 | 2018-10-10 | $346 | $250 | $96 | $96 |
| Aetna Inc | 2011-07-07 | 2018-11-29 | $2,339 | $488 | $1,851 | $1,851 |
| Barnes Group | 2018-11-01 | $228 | $250 | -$22 | -$22 | |
| Energizer Hldgs | 2015-09-18 | 2018-11-20 | $655 | $589 | $66 | $66 |
| Intl Flavors & Fragrances | 2015-02-25 | 2018-11-28 | $562 | $492 | $70 | $70 |
| Intl Flavors & Fragrances | 2015-02-25 | 2018-11-29 | $422 | $369 | $53 | $53 |
| Japan TOB | 2018-11-28 | $562 | $640 | -$78 | -$78 | |
| Service Corp Intl | 2018-11-20 | $610 | $141 | $469 | $469 | |
| Adient PLC | 2018-06-29 | 2018-11-20 | $303 | $641 | -$338 | -$338 |
| CVS Health corp | 2018-11-29 | 2018-11-29 | $17 | $17 | $0 | $0 |
| Henry Schein | 2012-11-16 | 2018-12-17 | $240 | $117 | $123 | $123 |
| Henry Schein | 2012-11-16 | 2018-12-18 | $558 | $274 | $284 | $284 |
| IPG Photonics | 2015-02-20 | 2018-12-17 | $235 | $185 | $50 | $50 |
| IPG Photonics | 2015-02-20 | 2018-12-18 | $235 | $185 | $50 | $50 |
| Lam Research | 2017-11-09 | 2018-12-10 | $1,102 | $1,647 | -$545 | -$545 |
| Lear corp | 2017-08-28 | 2018-12-10 | $621 | $723 | -$102 | -$102 |
| Raymond James Fincl | 2017-07-25 | 2018-12-10 | $1,211 | $1,361 | -$150 | -$150 |
| Sysco Corp | 2017-05-17 | 2018-12-10 | $1,626 | $1,362 | $264 | $264 |
| Western Digital corp | 2017-01-10 | 2018-12-10 | $876 | $1,495 | -$619 | -$619 |
| Wyndham Hotels & Resorts | 2012-06-07 | 2018-12-10 | $823 | $480 | $343 | $343 |
| Lam Research | 2018-02-02 | 2018-12-10 | $276 | $360 | -$84 | -$84 |
| Rollins Inc | 2018-09-11 | 2018-12-14 | $19 | $21 | -$2 | -$2 |
| FHLMC | 2013-12-19 | 2018-02-16 | $2,035 | $2,041 | -$6 | -$6 |
| CVS Health corp | 2016-06-30 | 2018-03-13 | $2,994 | $3,008 | -$14 | -$14 |
| Enterprise Prod 3-15-23 | 2015-11-20 | 2018-06-18 | $985 | $963 | $22 | $22 |
| US Bancorp 11-15-18 | 2018-06-05 | $2,992 | $3,006 | -$14 | -$14 | |
| US Tsy Note 11-30-21 | 2017-01-25 | 2018-06-19 | $1,938 | $1,982 | -$44 | -$44 |
| US Tsy Note 6-30-18 | 2016-08-08 | 2018-06-19 | $2,000 | $2,000 | $0 | $0 |
| US Tsy Note 11-15-19 | 2012-03-06 | 2018-06-19 | $1,012 | $1,026 | -$14 | -$14 |
| US Tsy Note 11-15-19 | 2013-03-28 | 2018-06-19 | $1,012 | $1,032 | -$20 | -$20 |
| US Tsy Note 6-30-18 | 2018-07-02 | $2,000 | $2,000 | $0 | $0 | |
| Comcast Corp 3-1-20 | 2010-03-11 | 2018-09-05 | $2,059 | $2,002 | $57 | $57 |
| Verizon Comm 11-1-24 | 2015-04-23 | 2018-09-05 | $2,955 | $3,063 | -$108 | -$108 |
| FHLMC | 2014-06-17 | 2018-10-23 | $4,022 | $4,035 | -$13 | -$13 |
| Time Warner Inc | 2012-03-06 | 2018-12-19 | $2,050 | $2,068 | -$18 | -$18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,530 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,499 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $366,745 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074981 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,724 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $354,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061217 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,965 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $382,679 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,063 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $386,390 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057100 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,621 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $367,180 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047990 | DistributionYr5Rt |
| Total Distribution | 0.290847 | TotalDistributionRt |
| Average Distribution | 0.058169 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $359,990 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,940 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,414 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $416 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $416 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $416 | TaxDueAmt |
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 (7 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 | ||||||||
| 390 Pleasant Street | Melrose | MA | 02176 | Trustee | 1.00 | $0 | $0 | $0 |
| Richard Gulman | ||||||||
| 19 Coppermine Road | Topsfield | MA | 01983 | 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 |
| Richard Booth | ||||||||
| 11 Fifty-Fourth Street | Newbury | MA | 01951 | 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 |
| 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 | $18,100 | 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 | $349,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $365,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $365,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $359,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $416 | TotalTaxAmt |
| Distributable Before Adj | $17,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,414 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,414 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,414 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,213 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $283 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,297 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,414 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,830 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,071 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,213 | ExcessFromYear4Amt |
| Excess From Year3 | $283 | ExcessFromYear3Amt |
| Excess From Year2 | $4,297 | ExcessFromYear2Amt |
| Excess From Year1 | $9,448 | ExcessFromYear1Amt |
| Excess From Current Year | $1,830 | 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 |
|---|---|---|---|---|---|---|---|
| University of Connecticut | |||||||
| 2390 Alumni Drive | Storrs | CT | 062694100 | None | PF | Scholarship for John O'Conner | $750 |
| Quinnipiac University | |||||||
| 275 Mount Carmel Avenue | Hamden | CT | 06518 | None | PF | Scholarship for Conor Murphy | $400 |
| Clemson University | |||||||
| 105 Sikes Hall | Clemson | SC | 29634 | None | PF | Scholarship for Gianna Truchon | $400 |
| College of the Holy Cross | |||||||
| 1 College Street | Worcester | MA | 01610 | None | PF | Scholarship for Sydney Santos | $400 |
| Wake Forest University | |||||||
| 1834 Wake Forest Road | WinstonSalem | NC | 27109 | None | PF | Scholarship for Coleman Greene | $1,000 |
| Manchester Community College | |||||||
| 60 Bidwell Street | Manchester | CT | 06040 | None | PF | Scholarship for Caitlynn McMahan | $1,000 |
| Syracuse University | |||||||
| PO Box 37324 | Syracuse | NY | 13235 | None | PF | Scholarship for Merideth Lewis | $400 |
| U Mass Boston | |||||||
| 100 William T Morrissey Blvd | Boston | MA | 02125 | None | PF | Scholarship for Aidan Healey | $750 |
| Virginia Polytechnic Institute and State University | |||||||
| 925 Prices Fork Road | Blacksburg | VA | 24061 | None | PF | Scholarship for Grant O'Connor | $1,000 |
| American International College | |||||||
| 1000 State Street | Springfield | MA | 01109 | None | PF | Scholarship for Sarah Strout | $1,750 |
| University of Virginia | |||||||
| PO Box 400101 | Charlottesville | VA | 22904 | None | PF | Scholarship for Caroline Luscro | $400 |
| U Mass Amherst | |||||||
| 120 Tillson Farm | Amherst | MA | 01003 | None | PF | Scholarship for Sean Murphy | $1,000 |
| University of Arizona | |||||||
| 1200 E University Blvd | Tucson | AZ | 85721 | None | PF | Scholarship for Emily Horvath | $1,000 |
| University of Massachusetts | |||||||
| 120 Tillson Farm | Amherst | MA | 01003 | None | PF | Scholarship for Caroline Murphy | $1,150 |
| DePaul University | |||||||
| 2320 N Kenmore Ave | Chicago | IL | 60614 | None | PF | Scholarship for Julia Keras | $1,000 |
| Northeastern University | |||||||
| 360 Huntington Ave | Boston | MA | 02115 | None | PF | Scholarship for John Keras | $1,000 |
| Northeastern University | |||||||
| 360 Huntington Ave | Boston | MA | 02115 | None | PF | Scholarship for Sam Santosuosso | $400 |
| University of Massachusetts | |||||||
| 120 Tillson Farm | Amherst | MA | 01003 | None | PF | Scholarship for Sarah Widrow | $1,000 |
| University of Massachusetts Lowell | |||||||
| University Crossing | Lowell | MA | 01854 | none | PF | Scholarship for Brianne Handedanian | $1,000 |
| Simmons College | |||||||
| 300 The Fenway | Boston | MA | 02115 | None | PF | Scholarship for Medeline Steffenson | $400 |
| University of Michigan | |||||||
| 500 S State Street | Ann Arbor | MI | 48109 | None | PF | Scholarship for Stephanie Murphy | $750 |
| University of Alabama | |||||||
| 739 University Blvd E | Tuscaloosa | AL | 35401 | None | Scholarship for Abigail Luscko | $400 | |
| North Shore Community College | |||||||
| 1 Ferncroft Road | Danvers | MA | 01923 | None | PF | Scholarship for Mark Hanedanian | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,100 | 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 | $8,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,567 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,567 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $45,371 | EOYBookValueAmt |
| EOYFMV | $44,443 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stocks | StockNm |
| EOY Book Value | $183,742 | EOYBookValueAmt |
| EOYFMV | $208,805 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $54,705 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $54,534 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office expense | $158 | $0 | $158 |
| Filing fee | $35 | $0 | $35 |
| Internet and website fees | $1,121 | $0 | $1,121 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fee | CategoryTxt |
| Amt | $5,743 | Amt |
| Net Investment Income | $5,743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Late filed return due to CCH Software outage in May 2019 | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $143 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |