LUBRANO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LUBRANO FAMILY CHARITABLE FOUNDATION (EIN 04-6835151)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2017-10-30
- IRS object ID
- 201743039349100409
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-30T12:26:04-05:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043107805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGUE & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WALNUT STREET STE 150 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046835151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBRANO FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | EMMETT LYNETRUSTEEC/O RICH MAY PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUBR | BusinessNameControlTxt |
| Phone | 6175563885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUTHORIZED SIGNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175563885 | PhoneNum |
| Signature | 2017-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW P PRAGUE CPA | PreparerPersonNm |
| PTIN | P00451424 | PTIN |
| Phone | 7812375555 | PhoneNum |
| Preparation | 2017-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,047,465 | 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 | $73,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $757,964 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,465 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $115,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $339 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,992 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,992 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,756 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $145,994 | CashBOYAmt |
| Cash EOY | $209,792 | CashEOYAmt |
| Cash EOYFMV | $209,792 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,105,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,882,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,177,587 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $580,097 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $657,973 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $660,086 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,831,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,749,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,047,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,831,326 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,749,849 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,831,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,749,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,831,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,749,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,831,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,477 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,749,849 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,749,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH | P | 2016-06-15 | 2017-04-30 | $139,105 | $139,569 | -$464 | -$464 |
| MERRILL LYNCH | P | 2014-06-15 | 2017-04-30 | $618,859 | $576,930 | $41,929 | $41,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,465 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $137,946 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,867,283 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048110 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $158,906 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,046,248 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052164 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,825 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,261,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036622 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,223,169 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,240,934 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048351 | DistributionYr5Rt |
| Total Distribution | 0.219870 | TotalDistributionRt |
| Average Distribution | 0.043974 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,908,084 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,880 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $674 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,925 | 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 | $674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $674 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $682 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KATHRYN ROBINSON | IndividualWithBooksNm |
| Phone | 4012740980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 TRANSIT STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH ANN DWYER | ||||||||
| 47 HILL FARM ROAD | PEMBROKE | MA | 02359 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| STACY JEAN LAMSON | ||||||||
| 51 SOUTH HAMPTON STREET | AMESBURY | MA | 01913 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| KATHRYN LUBRANO ROBINSON | ||||||||
| 87 TRANSIT STREET | PROVIDENCE | RI | 02906 | ADVISORY COMMITTEE MEMBER | 1.00 | $0 | $0 | $0 |
| JENNIFER LYNN CLAYTON | ||||||||
| 25 COLE ROAD | HINGHAM | MA | 02043 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| STEPHEN DAVID LUBRANO | ||||||||
| 30 GOODFELLOW HILL RAOD | HANOVER | NH | 03755 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| EMMETT E LYNE | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | 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 | THE FOUNDATION'S SOLE CHARITABLE ACTIVITY DURING THE TAX YEAR WAS TO MAKE CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS, EACH OF WHICH IS AN IRC SEC. 501(C)(3) ORG. | Description1Txt |
| Expenses1 | $0 | 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 | $2,778,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,952,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,952,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,908,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $674 | TotalTaxAmt |
| Distributable Before Adj | $144,730 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,730 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,730 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $674 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,251 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,730 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $782 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $782 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,413 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,413 | 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 | $3,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,413 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||
| 473 SOUTH STREET WEST | RAYNHA | MA | 02767 | RESEARCH | $3,000 |
| ADK ADIRONDACK MOUNTAIN CLUB | |||||
| 814 GOGGINS ROAD | LAKE GEORGE | NY | 12845 | GENERAL | $500 |
| BOSTON CHILDREN'S HOSPITAL | |||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | GENERAL | $250 |
| BELMONT HILL SCHOOL | |||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | EDUCATIONAL | $500 |
| BEST BUDDIES RI | |||||
| 25 ESTEN AVE | PAWTUCKET | RI | 02860 | EDUCATIONAL | $1,000 |
| BOWDOIN COLLEGE | |||||
| 255 MAINE STREET | BRUNSWICK | ME | 04011 | EDUCATIONAL | $1,950 |
| BREAKTRHOUGH MANCHESTER | |||||
| THE DERRYFIELD SCHOOL | MANCHESTER | NH | 03104 | EDUCATIONAL | $2,000 |
| BREAKTRHOUGH PROVIDENCE | |||||
| THE WHEELER SCHOOL | PROVIDENCE | RI | 02906 | EDUCATIONAL | $3,000 |
| BRIDGES TO COMMUNITY | |||||
| 95 CROTON AVENUE | OSSINING | NY | 10562 | GENERAL | $6,000 |
| BROWN UNIVERSITY | |||||
| PO BOX 1877 | PROVIDENCE | RI | 02912 | EDUCATIONAL | $5,000 |
| BOSTON MARATHON JIMMY FUND | |||||
| PO BOX 3595 | BOSTON | MA | 02241 | GENERAL | $250 |
| CHILDREN'S LITERACY FOUNDATION | |||||
| 1536 LOOMIS HILL ROAD | WATERBURY | VT | 05676 | EDUCATIONAL | $250 |
| COLBY COLLEGE | |||||
| 4000 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | EDUCATIONAL | $5,250 |
| COVER HOME REPAIRS INC | |||||
| 158 S MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | HOUSING | $250 |
| CRAPANZANO FOUNDATION | |||||
| 1705 WOODCHASE BLVD | BATON ROUGE | LA | 70808 | HOUSING | $6,000 |
| CROSSROADS RI | |||||
| PO BOX 9608 | PROVIDENCE | RI | 02903 | HOUSING | $500 |
| DANA FARBER | |||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | RESEARCH | $1,000 |
| DARTMOUTH COLLEGE | |||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NY | 03755 | EDUCATIONAL | $500 |
| DERBY ACADEMY | |||||
| 56 BURDITT AVE | HINGHAM | MA | 02043 | EDUCATIONAL | $2,750 |
| DOCTORS WITHOUT BORDERS | |||||
| 333 7TH AVE | NEW YORK | NY | 10001 | MEDICAL | $250 |
| FORK UNION MILITARY ACADEMY | |||||
| 4744 JAMES MADISON HWY | FORK UNION | VA | 23055 | EDUCATIONAL | $6,000 |
| FIRST DESCENTS | |||||
| 3001 BRIGHTON BLVD | DENVER | CO | 80216 | MEDICAL | $2,000 |
| FRIENDS OF DARTMOUTH FOOTBALL | |||||
| 6083 ALUMNI GYM | HANOVER | NH | 03755 | EDUCATION | $500 |
| GRAFTON COUNTY SENIOR CITIZENS CONCIL | |||||
| 10 CAMPBELL STREET | LEBANON | NH | 03766 | EDUCATIONAL | $250 |
| HANOVER CONSERVANCY | |||||
| 71 LYME ROAD | HANOVER | NH | 03755 | ENVIRONMENTAL | $1,000 |
| HANOVER HIGH SCHOOL | |||||
| 287 CEADER STREET | HANOVER | MA | 02339 | EDUCATIONAL | $1,000 |
| HOLDERNESS SCHOOL | |||||
| PO BOX 1879 | PLYMOUTH | NH | 03264 | EDUCATIONAL | $1,000 |
| HOSPICE OF SOUTH SHORE | |||||
| 30 RESERVOIR PARK DRIVE | ROCKLAND | MA | 02370 | MEDICAL | $500 |
| HOWE LIBRARY | |||||
| 13 SOUTH STREET | HANOVER | MA | 03755 | EDUCATIONAL | $100 |
| JAYME'S FUND FOR SOCIAL JUSTICE | |||||
| 82 PALOMINO LANE SUITE 703 | BEDFORD | NH | 03110 | RESEARCH | $1,000 |
| JUSTINE MACLIFF FUND | |||||
| 125 THE FENWAY | BOSTON | MA | 02115 | ENVIRONMENTAL | $975 |
| KENNETH MATTHEW BENTING MEMORIAL SCHOLARSHIP | |||||
| PO BOX 1366 | PEMBROKE | MA | 02359 | EDUCATIONAL | $500 |
| LISTEN COMMUNITY SERVICES | |||||
| 60 HANOVER STREET | LEBANON | NY | 03766 | GENERAL | $250 |
| MARTHA'S VINEYARD MUSEUM | |||||
| 59 SCHOOL STREET | EDGARTOWN | MA | 02539 | GENERAL | $500 |
| MAIN ST CONGREGATIONAL CHURCH | |||||
| 145 MAIN STREET | AMESBURY | MA | 01913 | RELIGIOUS | $5,500 |
| MCAULEY MINISTRIES | |||||
| 622 ELMWOOD AVE | PROVIDENCE | RI | 02907 | RELIGIOUS | $1,000 |
| MICHAEL J FOX FOUNDATION | |||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | MEDICAL | $500 |
| MCCOURT FOUNDATION | |||||
| 100 GRANDVIEW ROAD | BRAINTREE | MA | 02184 | RESEARCH | $500 |
| NVNA HOSPICE | |||||
| 120 LONGWATER DRIVE | NORWELL | MA | 02061 | MEDICAL | $250 |
| MOOSE POND ASSOCIATION | |||||
| PO BOX 764 | BRIGTON | ME | 04009 | ENVIRONMENTAL | $1,000 |
| NH PUBLIC RADIO | |||||
| 2 PILLSBURY STREET | CONCORD | NH | 03301 | EDUCATIONAL | $100 |
| OUR SISTER AND BROTHER'S KEEPER | |||||
| 1109 THAYER STREET | ABINGTON | MA | 02351 | MEDICAL | $1,250 |
| PANMASS CHALLENGE | |||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | RESEARCH | $250 |
| PEMBROKE FOOD PANTRY | |||||
| 142 CENTER ST | PEMBROKE | MA | 02359 | HOUSING | $1,000 |
| PEMBROKE HISTORICAL SOCIETY | |||||
| 116 CENTER ST | PAWTUCKET | MA | 02359 | EDUCATIONAL | $4,500 |
| PLANNED PARENTHOOD | |||||
| 784 HERCULES DRIVE | COLCHESTER | VT | 05446 | EDUCATIONAL | $1,000 |
| POMFRET SCHOOL | |||||
| 398 POMFRET STREET | POMFRET | CT | 06258 | EDUCATIONAL | $250 |
| RISE | |||||
| 2650 THOUSAND OAKS BLVD | MEMPHIS | TN | 38103 | MEDICAL | $500 |
| RIVIER COLLEGE | |||||
| 420 S MAIN STREET | NASHUA | NH | 03060 | EDUCATIONAL | $1,250 |
| RUNWAY FOR RECOVERY | |||||
| 65 MIDDLE ST | NEWBURYPORT | MA | 01950 | HOUSING | $4,000 |
| SOUTH SHORE HOSPITAL | |||||
| 55 FOGG AVE SO | WEYMOUTH | MA | 02190 | MEDICAL | $2,000 |
| ST JOHN'S CHURCH | |||||
| 172 MAIN STREET | HINGHAM | MA | 03043 | RELIGIOUS | $1,000 |
| ST LAWRENCE UNIVERSITY | |||||
| 23 RONODA DR | CANTON | NY | 13617 | EDUCATIONAL | $37,000 |
| STEPPING STONE FDN | |||||
| PO BOX 171683 | BOSTON | MA | 02117 | HOUSING | $500 |
| THAYER ACADEMY | |||||
| 745 WASHINGTON STREET | BRAINTREE | MA | 02184 | EDUCATION | $500 |
| THE GENESIS PROJECT | |||||
| 3525 RIVERDALE ROAD | OGDEN | UT | 84405 | GENERAL | $600 |
| TOWN OF HANOER | |||||
| 550 HANOVER STREET | HANOVER | MA | 02339 | GENERAL | $500 |
| TRUSTEES OF RESERVATION | |||||
| 200 HIGH STREET | BOSTON | MA | 02110 | ENVIRONMENTAL | $600 |
| TUCK SCHOOL | |||||
| 100 TUCK HALL | HANOVER | MA | 03755 | EDUCATIONAL | $250 |
| UNION COLLEGE | |||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | EDUCATIONAL | $1,000 |
| UNITED WAY OR RI | |||||
| 50 VALLEY ST | PROVIDENCE | RI | 02909 | EDUCATIONAL | $100 |
| UPPER VALLEY HUMANE SOCIETY | |||||
| 300 OLD RTE 10 | ENFIELD | NH | 03748 | MEDICAL | $500 |
| VISITING NURSES HOPICE VT | |||||
| WHITE RIVER JUNCTION | WHITE RIVER JUNCTION | VT | 05001 | MEDICAL | $250 |
| WESTOVER SCHOOL | |||||
| 1237 WHITTEMORE RD | MIDDLEBURY | CT | 06762 | EDUCATIONAL | $5,000 |
| CHILDREN'S HOSPITAL OF DARTMOUTH | |||||
| 5 WASHINGTON PLACE | BEDFORD | NH | 03110 | MEDICAL | $250 |
| CHILMARK LIBRARY | |||||
| 522 S ROAD | CHILMARK | MA | 02535 | EDUCATIONAL | $1,000 |
| AQUINNAH GAY HEAD COMM ASSOC | |||||
| PO BOX 494 | CHILLMARK | MA | 02535 | GENERAL | $1,000 |
| HILTON WINN FARM | |||||
| 189 QGUNQUIT RD | CAPE NEDDICK | ME | 03902 | ENVIRONMENTAL | $1,000 |
| YMCA OF GREATER NASHUA | |||||
| 24 STADIUM DRIVE | NASHUA | NH | 03062 | EDUCATIONAL | $500 |
| CAPE ELEUTHERA FOUNDATION | |||||
| 745 ATLANTIC AVENUE | BOSTON | MA | 02111 | RESEARCH | $250 |
| CHURCH AT POINT O WOODS | |||||
| 9 ASSOCIATION WAY | POINT OWOODS | NY | 11706 | RELIGIOUS | $500 |
| CONSERVATION LAW FOUNDATION | |||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | GENERAL | $500 |
| DAVID SHELDVICK WILDLIFE TRUST | |||||
| 25283 CABOT ROAD | LAGUNA HILLS | CA | 92653 | RESEARCH | $250 |
| HINGHAM FOOD PANTRY | |||||
| 685 MAIN STREET | HINGHAM | MA | 02043 | GENERAL | $500 |
| INSTITUTE FOR THE PRACTICE AND STUDY OF NONVIOLENCE | |||||
| 265 OXFORD STREET | PROVIDENCE | RI | 02905 | RESEARCH | $250 |
| IRON MAN | |||||
| 3407 W DRIVE | TAMPA | FL | 33607 | GENERAL | $250 |
| MASS GENERAL HOSPITAL | |||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | MEDICAL | $250 |
| PEMBROKE LIBRARY FOUNDATION | |||||
| 142 CENTER STREET | PEMBROKE | MA | 02359 | EDUCATIONAL | $500 |
| POINT O WOODS COMMUNITY FUND | |||||
| 9 ASSOCIATION WAY | POINT OWOODS | NY | 11706 | GENERAL | $2,000 |
| POSITIVE TRACKS | |||||
| 35 S MAIN STREET | HANOVER | NH | 03755 | GENERAL | $1,000 |
| ROBIN HOOD FOUNDATION | |||||
| 826 BROADWAY | NEW YORK | NY | 10003 | GENERAL | $500 |
| SCITUATE ANIMAL SHELTER | |||||
| 780 CHIEF JUSTICE CUSHING HWY | SCITUATE | MA | 02066 | MEDICAL | $1,000 |
| SMILE TRAIN | |||||
| 41 MADISON AVE | NEW YORK | NY | 10010 | GENERAL | $250 |
| SPAULDING REHABILITATION NETWORK | |||||
| 300 1ST AVE | CHARLESTOWN | MA | 02129 | MEDICAL | $500 |
| SSHS FOUNDATION | |||||
| 55 FOGG ROAD | SOUTH WEYMOUTH | MA | 02190 | MEDICAL | $3,500 |
| ST CATHERINE OF ALEXANDRIA PARISH | |||||
| 107 NORTH MAIN STREET | WESTFORD | MA | 01886 | RELIGIOUS | $250 |
| STEVE GLIDDEN FOUNDATION | |||||
| PO BOX 1427 | POINT ROBERTS | WA | 98281 | GENERAL | $3,000 |
| WATERFIRE PROVIDENCE | |||||
| 101 REGENT AVENUE | PROVIDENCE | RI | 02909 | GENERAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,925 | 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 | $73,814 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,465 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $115,279 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,279 | 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 | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $657,973 | EOYBookValueAmt |
| EOYFMV | $660,086 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $441,176 | $505,240 |
| EQUITIES | $1,440,908 | $1,672,347 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $40,542 | $40,542 | $0 |
| ADMINISTRATIVE COSTS | $2,450 | $2,450 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMONWEALTH OF MASSACHUSETTS | $35 | $35 | $0 |
| 4/30/15 FEDERAL TAXES DUE | $304 | $304 | $0 |