CAROL A AND JAMES J MCINNIS CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAROL A AND JAMES J MCINNIS CHARITABLE TRUST (EIN 46-1535074)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349102212
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T12:10:38-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043173778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAHEEN PALLONE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 861 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461535074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL A AND JAMES J MCINNIS | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 9786866112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYBETH MCINNIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAOMI J ANDON | PreparerPersonNm |
| PTIN | P00114320 | PTIN |
| Phone | 9786867200 | PhoneNum |
| Preparation | 2019-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.212.11.95 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 12:10:38 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6FF240D5DED26FFBDFF99C995436226DAF7251CE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6FF240D5DED26FFBDFF99C995436226DAF7251CE | 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 | $310,649 | 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 | $4,210 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,799 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $9,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,799 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $93 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $93 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,682 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,706 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,059 | CashBOYAmt |
| Cash EOY | $91,167 | CashEOYAmt |
| Cash EOYFMV | $91,167 | CashEOYFMVAmt |
| Corporate Stock BOY | $169,947 | CorporateStockBOYAmt |
| Corporate Stock EOY | $169,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $219,482 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $285,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $261,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $310,649 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,900 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,690 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,690 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $279,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $259,424 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $279,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $259,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $285,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $261,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $279,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,682 | ExcessRevenueOverExpensesAmt |
| Subtotal | $259,424 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $259,424 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,439 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $411,442 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069120 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,806 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $359,343 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071814 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $377,117 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057582 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,689 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $378,405 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075816 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $372,549 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064596 | DistributionYr5Rt |
| Total Distribution | 0.338928 | TotalDistributionRt |
| Average Distribution | 0.067786 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $368,547 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,982 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,029 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,640 | 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 | $47 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47 | SubtotalAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $753 | OverpaymentAmt |
| Applied To ES Tax | $753 | 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 |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYBETH MCINNIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9786866112 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | 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 (2 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 J MCINNIS | ||||||||
| 23590 WISTERIA POINT DRIVE | BONITA SPRINGS | FL | 34135 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARYBETH MCINNIS | ||||||||
| 807 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $274,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $374,159 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $374,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $368,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47 | TotalTaxAmt |
| Distributable Before Adj | $18,380 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,380 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,380 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,640 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,640 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $47 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,380 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,210 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,831 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,859 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,839 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,347 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,086 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,640 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,380 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,260 | RemainingDistriFromCorpusAmt |
| Total Corpus | $46,346 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,210 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,136 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,831 | ExcessFromYear4Amt |
| Excess From Year3 | $2,859 | ExcessFromYear3Amt |
| Excess From Year2 | $7,839 | ExcessFromYear2Amt |
| Excess From Year1 | $9,347 | ExcessFromYear1Amt |
| Excess From Current Year | $10,260 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 40 DAYS FOR LIFE | ||||||||
| 4112 EAST 29TH ST | BRYAN | TX | 77802 | PC | PROLIFE | $65 | ||
| AARP FOUNDATION | ||||||||
| PO BOX 93207 | LONG BEACH | CA | 908093207 | PC | SERVICES ELDERLY | $100 | ||
| AICR | ||||||||
| 1759 R STREET | WASHINGTON | DC | 20009 | PC | CANCER RESEARCH & TREATMENT | $125 | ||
| ALS | ||||||||
| 1275 K ST SUITE 250 | WASHINGTON | DC | 20005 | PC | RESEARCH & SUPPORT | $20 | ||
| ALZHEIMER'S ASSOC | ||||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | PC | RESEARCH AND SUPPORT | $108 | ||
| AMERICA NEEDS FATIMA | ||||||||
| PO BOX 341 | HANOVER | PA | 17331 | PC | RELIGIOUS | $75 | ||
| AMERICAN BREAST CANCER SUP ASSOC | ||||||||
| 113 REDBUM LANE | MARTINEZ | GA | 30907 | PC | CANCER SUPPORT & RESEARCH | $25 | RESEARCH & SUPPORT | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22478 | OKLAHOMA | OK | 73123 | PC | SAVE LIVES & FIGHT CANCER | $50 | ||
| AMERICAN CHILDRENS SOCIETY | ||||||||
| 44 NORTH MAIN STREET | MARLBORO | NJ | 07746 | PC | RESEARCH & FIGHT CANCER | $20 | ||
| AMERICAN COUNCIL FOR CAPITOL | ||||||||
| 1001 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | PC | RESEARCH & SUPPORT | $25 | FORMATION | NW SUITE 620 |
| AMERICAN DIABETES ASSOC | ||||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | PC | FINDING A CURE FOR DIABETES | $75 | ||
| AMERICAN HEART ASSOC | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | BUILD HEALTHIER LIVES | $113 | ||
| AMERICAN IRELAND FUND | ||||||||
| 10 POST OFFICE SQ STE 1 | BOSTON | MA | 02109 | TO SUPPORT PEACE, CULTURE, EDUCATION | $550 | |||
| AMERICAN LEGION | ||||||||
| PO BOX 1055 | INDIANAPOLIS | IN | 46206 | PC | ASSISITING VETERANS | $15 | ||
| AMERICAN LUNG ASSOCIATION | ||||||||
| PO BOX 7000 | ALBERT LEA | MN | 560078001 | PC | PREVENTING LUNG DISEASE | $25 | ||
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | PREVENTS & ALLEVIATES HUMAN SUFFERIN | $50 | ||
| AND THEN THERE WERE NONE | ||||||||
| PO BOX 2571 | ROUND ROCK | TX | 78680 | PC | FIGHT ABORTION | $50 | ||
| ARTHRITIS FOUNDATION | ||||||||
| 1355 PEACHTREE ST NE SUIT | ATLANTA | GA | 30309 | PC | CONQUER ARTHRITIS | $55 | ||
| ASSOCIATION OF THE MIRACULOUS MEDAL | ||||||||
| 1811 WEST SAINT JOSEPH ST | PERRYVILLE | MO | 63775 | PC | RELIGIOUS | $25 | ||
| BOYS & GIRLS CLUB OF LAWRENCE | ||||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | ENABLE ALL YOUNG PEOPLE OF GREATER L | $25 | ||
| BREWSTER BASEBALL CLUB | ||||||||
| PO BOX 2349 | BREWSTER | MA | 026318349 | PC | CAPE LEAGUE BASEBALL TEAM | $100 | ||
| BREWSTER HISTORICAL SOCIETY | ||||||||
| 739 LOWER ROAD | BREWSTER | MA | 02631 | PC | COLLECT & PRESERVE ARTIFACTS & HISTO | $85 | ||
| BRIGHAM & WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PC | RENOWNED TEACHING AFFILIATE OF HARVA | $125 | ||
| CAPE COD BABE RUTH | ||||||||
| PO BOX 621 | SOUTH DENNIS | MA | 02660 | PC | YOUTH PROGRAMS | $75 | ||
| CATHOLIC CHARITIES | ||||||||
| 2050 BALLENGER AVE SUITE | ALEXANDRIA | VA | 22314 | PC | SERVICE TO PEOPLE IN NEED | $300 | ||
| CATHOLIC FAITH APPEAL | ||||||||
| PO BOX 4905 | ORLANDO | FL | 32802 | PC | RELIGIOUS PROGRAMS | $350 | ||
| CATHOLIC MEDICAL MISSION BD | ||||||||
| 100 WALL STREET 9TH FLOO | NEW YORK | NY | 10005 | PC | HEALTHCARE PROGRAMS & INITIATIVES. | $100 | ||
| CHAR FOUNDATION | ||||||||
| 836 S MAIN STREET | BEL AIR | MD | 21014 | PC | RESEARCH & SUPPORT | $25 | ||
| CHILDRENS FOUNDATION OF AMERICA | ||||||||
| 175 N INDIAN HILL BLVD | CLAREMONT | CA | 91711 | PC | RESEARCH & SUPPORT | $25 | SUITE B200 | |
| CHRISTIAN APPALACHIAN PROJECT | ||||||||
| 485 PONDEROSA DRIVE | PAINTSVILLE | KY | 41240 | PC | RELIGIOUS | $25 | PO BOX 1768 | |
| COALITION TO SALUTE AMERICAS HEROES | ||||||||
| 552 FORT EVANS RD NE 300 | LEESBURG | VA | 20176 | PC | ASSIST WOUNDED VETERANS | $40 | ||
| CONCEPTION ABBEY | ||||||||
| 37174 STATE HWY VV | CONCEPTION | MO | 64433 | PC | RELIGIOUS | $25 | ||
| COPPERLEAF FOUNDATION | ||||||||
| 23101 COPPERLEAF BLVD | ESTERO | FL | 34135 | PC | SUPPORT OF LOCAL CHARITIES | $300 | ||
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | PC | CANCER SUPPORT & RESEARCH | $100 | ||
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | TO SUPPORT CANCER RESEARCH & TREATM | $200 | ||
| DISABLED AMERICAN VETS | ||||||||
| 3725 ALEXANDRIA PIKE | COLD SPRINGS | KY | 41076 | PC | SUPPORT OF VETERANS | $25 | ||
| DISABLED VETERANS NATIONAL FOUNDATI | ||||||||
| 4601 FORBES BLVD STE 13 | LANHAM | MD | 20706 | PC | SUPPORT OF VETERANS | $150 | ||
| DISCALCED CARMELITE MONASTERY | ||||||||
| 25 WATSON AVE | BARRINGTON | RI | 02806 | PC | RELIGIOUS/SPIRITUAL | $5,500 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC | MEDICAL AIDE WHERE IT IS NEEDED MOST | $40 | ||
| EASTER SEALS | ||||||||
| 484 MAIN ST | WORCESTER | MA | 01608 | PC | SUPPORT OF ADULTS AND CHILDREN WITH | $25 | ||
| FINCA INTERNATIONAL | ||||||||
| 1201 15TH ST NW 8TH FL | WASHINGTON | DC | 20005 | PC | HELP FAMILIES FIGHT POVERTY | $25 | ||
| FIREFIGHTERS CHARITABLE FOUNDATION | ||||||||
| ONE WEST STREET | FARMINGDALE | NY | 11735 | PC | ASSISTS FIRE & DISASTER VICTIMS | $50 | ||
| FRANCISCAN FRIARS | ||||||||
| PO BOX 61128 | NEW BEDFORD | MA | 02746 | PC | RELIGIOUS | $25 | ||
| GOOD COUNSEL | ||||||||
| PO BOX 6068 | HOBOKEN | NJ | 07030 | PC | PREGNANT WOMEN IN NEED | $25 | ||
| HABITAT FOR HUMANITY | ||||||||
| 2605 ENTERPRISE ROAD | CLEARWATER | FL | 33759 | PC | AFFORDABLE HOUSING | $125 | ||
| HELP HEAL VETS | ||||||||
| 36585 PENFIELD LANE | WINCHESTER | CA | 92596 | PC | AIDE VETERANS WITH ARTS & CRAFTS | $99 | ||
| HOMES FOR VETERANS | ||||||||
| 105 HIGHLAND AVE | HARRINGTON PARK | NJ | 07640 | PC | AIDING VETERANS | $25 | ||
| HOPE HEALTH | ||||||||
| 1324 BELMONT ST | BROCTON | MA | 02301 | PC | MEDICAL | $25 | ||
| HOPE HOSPICE | ||||||||
| 9470 HEALTHPARK CIRCLE | FORT MYERS | FL | 33908 | PC | CARE FOR PEOPLE WITH SERIOUS ILLNESS | $100 | ||
| INTERNATIONAL UNION OF POLICE ASSOC | ||||||||
| 1549 RINGLING BLVD | SARASOTA | FL | 34236 | PC | AIDING LAW ENFORCEMENT | $50 | 6TH FLOOR | |
| JIMMY FUND | ||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | PC | CANCER AWARENESS & RESEARCH | $100 | 6TH FLOOR | |
| KIDS WISH NETWORK | ||||||||
| 4060 LOUIS AVE | HOLIDAY | FL | 34691 | PC | SUPPORT FOR IMPROVING QUALITY OF LIF | $48 | ||
| LAW ENFORCEMENT RELIEF FUND | ||||||||
| 1549 RINGLING BLVD 6TH FL | SARASOTA | FL | 34236 | PC | SUPPORT LAW ENFORCEMENT | $25 | ||
| LAZARUS HOUSE | ||||||||
| 412 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | PC | HOMELESS SHELTER | $250 | ||
| LEUKEMIA LYMPHOMA SOCIETY | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | PC | CANCER TREATMENT | $75 | ||
| LOWER CAPE OUTREACH | ||||||||
| 19 BREWSTER CROSS RD | ORLEANS | MA | 02653 | PC | AIDE NEEDY | $50 | ||
| MAKE A WISH FOUNDATION | ||||||||
| 4742 N 24TH STREET SUIT | PHOENIX | AZ | 85016 | PC | GRANT ONE WISH TO EVERY ELIGIBLE CHI | $25 | ||
| MARCH OF DIMES | ||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | PC | IMPROVE THE HEALTH OF BABIES | $25 | ||
| MARIST BROTHERS | ||||||||
| 70-20 JUNO ST | FOREST HILLS | NY | 11375 | PC | RELIGIOUS | $50 | ||
| MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | PC | CANCER RESEARCH | $25 | ||
| MERCY HOME | ||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | PC | HELPING HOMELESS CHILDREN | $25 | ||
| MERCY HOME FOR BOYS & GIRLS | ||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | PC | AIDING POVERTY STRICKEN CHILDREN | $75 | ||
| MERRIMACK COLLEGE | ||||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | EDUCATION | $2,500 | ||
| MOTHERS AGAINST DRUNK DRIVING | ||||||||
| 511 E JOHN CARPENTER | IRVING | TX | 75062 | PC | END DRUNK & DRUGGED DRIVING | $25 | FREEWAY | |
| MSPCA | ||||||||
| 350 S HUNTINGTON AVENUE | BOSTON | MA | 02130 | PC | ANIMAL PROTECTION | $100 | ||
| MULTIPLE SCLEROSIS | ||||||||
| 6520 NORTH ANDREWS | FT LAUDERDALE | FL | 33309 | PC | RESEARCH/TREATMENT | $50 | ||
| MUSCULAR DYSTROPHY | ||||||||
| 222 SOUTH RIVERSIDE PLAZZ | CHICAGO | IL | 60606 | PC | TREATMENT AND CURE OF MUSCULAR DYSTR | $50 | ||
| NATIONAL CHILDRENS CANCER SOCIETY | ||||||||
| 3411 EAST 7TH STREET | COLUMBUS | OH | 43219 | PC | SUPPORT FAMILIES DEALING W/ CANCER | $25 | ||
| NATIONAL FEDERATION FOR THE BLIND | ||||||||
| 61 MIDDLE ST | SOUTH BOSTON | MA | 02127 | PC | MEDICAL | $50 | ||
| NATIONAL FOUNDATION FOR CANCER RESE | ||||||||
| 4600 EAST WEST HIGHWAY ST | BETHESDA | MD | 20814 | PC | CANCER RESEARCH | $75 | ||
| NATIONAL GLAUCOMA | ||||||||
| PO BOX 4092 | ANDOVER | MA | 01810 | PC | GLAUCOMA AWARENESS | $50 | ||
| NATIONAL LAW ENFORCEMENT MEMORIAL F | ||||||||
| 901 E STREET NW SUITE 10 | WASHINGTON | DC | 200042025 | PC | COMMEMORATE THE SACRIFICE OF THE FAL | $50 | ||
| NATIONAL PATROLMAN'S FOUNDATION | ||||||||
| 1549 RINGLING BLVD FL 6 | SARASOTA | FL | 34236 | PC | COMMUNITY SUPPORT | $35 | ||
| NATIONAL SHRINE | ||||||||
| 400 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | PC | DAILY OPERATION & MINISTRY OF THE NA | $75 | ||
| OBLATES | ||||||||
| 9480 N DE MAZENOD DRIVE | BELLEVILLE | IL | 62223 | PC | BRINGING GOD TO THE WORLD AND THE WO | $300 | ||
| OPERATION SMILE | ||||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | PC | CLEF LIP CHILDREN BETTERMENT | $25 | ||
| OUR LADY OF LIGHT | ||||||||
| 19680 CYPRESS DRIVE | FORT MYERS | FL | 33967 | PC | RELIGIOUS | $2,050 | ||
| PAN MASS CHALLENGE | ||||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | PC | CANCER AWARENESS | $500 | ||
| PARALYZED VETS OF AMERICA | ||||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | PC | MAXIMIZING QUALITY OF LIFE FOR VETER | $25 | ||
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | PC | EDUCATION | $75 | ||
| PRIESTS FOR LIFE | ||||||||
| 20 EBBITTS ST | STATEN ISLAND | NY | 10306 | PC | RELIGIOUS | $100 | ||
| SALEM STATE UNIVERSITY | ||||||||
| 352 LAFAYETTE ST | SALEM | MA | 01970 | PC | EDUCATION | $1,000 | ||
| SCHOOL FOR THE WORLD | ||||||||
| 376 BOYSTON ST | BOSTON | MA | 02116 | PC | EDUCATION TO SOLVE POVERTY | $500 | ||
| SISTERS OF CHARITY | ||||||||
| PO BOX 230969 | HOUSTON | TX | 77223 | PC | RELIGIOUIS | $25 | ||
| SISTERS OF NOTRE DAME | ||||||||
| 351 BROADWAY | EVERETT | MA | 02149 | PC | RELIGIOUS | $25 | ||
| SOCIETY OF THE LITTLE FLOWER | ||||||||
| 1313 N FRONTAGE ROAD | DARIEN | IL | 60561 | PC | RELIGIOUS | $50 | ||
| SPECIAL OLYMPICS | ||||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PC | SPORTS | $25 | ||
| ST JOAN OF ARC CHURCH | ||||||||
| 61 CANAL ROAD | ORLEANS | MA | 02653 | PC | RELIGIOUS | $1,700 | ||
| ST JUDE'S RESEARCH HOSPITAL | ||||||||
| 313 WASHINGTON STREET | NEWTON | MA | 02458 | PC | CANCER RESEARCH | $75 | ||
| ST JUDE'S SHRINE | ||||||||
| 512 W SARATOGA STREET | BALTIMORE | MD | 21201 | PC | RELIGIOUS | $50 | ||
| ST MARY'S OF LYNN | ||||||||
| 35 TREMONT STREET | LYNN | MA | 01902 | PC | EDUCATION | $1,000 | ||
| ST NICHOLAS PROJECT | ||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PC | RELIGIOUS | $100 | 11TH FLOOR | |
| ST VINCENT DE PAUL | ||||||||
| RT 6A | BREWSTER | MA | 02631 | PC | END POVERTY | $5,539 | ||
| STUDENTS FOR LIFE | ||||||||
| 4755 JEFFERSON DAVIS HWY | FREDERICKSBURG | VA | 22408 | PC | ABOLISH ABORTION | $25 | ||
| SUFFOLK LAW SCHOOL | ||||||||
| 120 TREMONT ST | BOSTON | MA | 02108 | PC | EDUCATION | $1,000 | ||
| SUSAN KOMEN FOUNDATION | ||||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | PC | BREAST CANCER AWARENESS | $25 | SUITE 526 | |
| TEAM USA | ||||||||
| 196 OLD MILITARY ROAD | LAKE PLACID | NY | 12946 | PC | SPORTS | $50 | ||
| UNITED BREAST CANCER FOUNDATION | ||||||||
| PO BOX 2421 | HUNTINGTON | NY | 11743 | PC | RESEARCH & SUPPORT CANCER AWARENESS | $50 | ||
| UNITED NATIONS HIGH COMMISSIONER | ||||||||
| 1310 L ST NW SUITE 450 | WASHINGTON | DC | 20005 | PC | BUILDING NEW LIVES FOR REFUGEE | $100 | FOR REFUGEES | |
| UNITED WAY | ||||||||
| 46 PARK STREET | FRAMINGHAM | MA | 01702 | PC | AID THOSE LESS FORTUNATE | $100 | ||
| US ARMED FORCES ASSOC | ||||||||
| 8719 COLESVILLE RD | SILVER SPRING | MD | 20910 | PC | SUPPORT VETERAN RELATED PROJECTS | $50 | SUITE 100 | |
| US DEPUTY SHERIFF'S FUND | ||||||||
| 319 SOUTH HYDRAULIC ST S | WICHITA | KS | 67211 | PROVIDE NEEDED EQUIPMENT TO UNDERFUN | $150 | |||
| US OLYMPICS | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | SPONSOR ATHLETIC COMPETITION | $75 | ||
| US VOLUNTEER FIREFIGHTERS ASSOC | ||||||||
| 4699 N FEDERAL HWY STE 1 | POMPANO | FL | 33064 | PC | TO ASSIST VOLUNTEER FIREFIGHTERS WIT | $30 | ||
| USGA | ||||||||
| PO BOX 708 | FOX HILLS | NJ | 07931 | PC | ENHANCING THE GAME OF GOLF FOR ALL | $43 | ||
| VETERANS IN NEED FOUNDATION | ||||||||
| 1652 W HILLSBORO BLVD | DEERFIELD | FL | 33442 | PC | AIDE HOMELESS AND DISABLED VETS | $65 | ||
| VETERANS OF FOREIGH WARS | ||||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | PC | SUPPORT VETERANS | $50 | ||
| WORLD VILLAGES FOR CHILDREN | ||||||||
| 180 ADMIRAL COCHRANE DR | ANNAPOLIS | MD | 21401 | PC | CARE AND HEALTH OF HOMELESS CHILDREN | $20 | 240 | |
| WOUNDED WARRIOR'S PROJECT | ||||||||
| 4899 BELFORD ROAD | JACKSONVILLE | FL | 32256 | PC | HELP INJURED WARRIORS | $25 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,640 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,799 | ExclusionAmt |
| Related Or Exempt Function Incm | $42 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,799 | ExclusionAmt |
| Related Or Exempt Function Incm | $42 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,841 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 APOGEE ENTERPRISES | $14,453 | $14,925 |
| 1000 BANK OF AMERICA | $14,602 | $24,640 |
| 1000 CELGENE | $39,355 | $64,090 |
| 2000 EXTENDICARE | $6,146 | $4,649 |
| 1000 INTEL | $24,128 | $46,930 |
| 1000 SECTOR SPDR TR | $15,345 | $23,820 |
| 200 NUTRISYSTEM | $10,479 | $8,776 |
| 300 SINCLAIR BROADCAST | $11,772 | $7,902 |
| 1000 MOMO INC | $33,667 | $23,750 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $5,900 | BOYBookValueAmt |
| EOY Book Value | $1,690 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $93 | Amt |
| Net Investment Income | $93 | NetInvestmentIncomeAmt |