STRATEGY STUDIO / PUBLIC DATA EXPLORER

JOSIAH A SPAULDING EDUCATION FUND: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JOSIAH A SPAULDING EDUCATION FUND (EIN 22-3031985)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-11
IRS object ID
201821319349202157
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2018-05-11T14:08:35-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043529783PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROY & RURAK LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1158 PLEASANT STAddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223031985EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSIAH A SPAULDING EDUCATION FUNDBusinessNameLine1Txt
Business Name Line2C/O KATHLEEN WILSONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOSIBusinessNameControlTxt
Phone9785268336PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 192AddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01944ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY WILSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9785268336PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDENISE S ROYPreparerPersonNm
PTINP00641000PTIN
Phone9784096180PhoneNum
Preparation2018-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$50,756GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$10,695ContributionsGiftsGrantsEtcAmt
Program Service Revenue$39,803ProgramServiceRevenueAmt
Investment Income$258InvestmentIncomeAmt
Total Revenue$50,756TotalRevenueAmt
Grants And Similar Amounts Paid$42,611GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$800FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$7,911OtherExpensesTotalAmt
Total Expenses$51,322TotalExpensesAmt
Excess Or Deficit For Year-$566ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$105,569NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$105,003NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$126,166BOYAmt
EOY$134,301EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$126,166BOYAmt
EOY$134,301EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,597BOYAmt
EOY$29,298EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$105,569BOYAmt
EOY$105,003EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
GRANTS AND AWARDS FOR SCHOOL PROGRAMS$42,611$45,932
GRANTS AND AWARDS FOR SCHOOL PROGRAMS
FieldValueIRS element (for citing)
Total Program Service Expenses$45,932TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SHANNON ERDMANN
TRUSTEE000.00$0
ALISON DALEY
TRUSTEE000.00$0
KATHY WILSON
TREASURER000.00$0
JESSICA LAMOTHE
TRUSTEE000.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKATHY WILSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MILLETS LANEAddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01944ZIPCd
FieldValueIRS element (for citing)
Phone9785268336PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,205CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,830CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,416CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,132CurrentTaxYearMinus1YearAmt
Current Tax Year$16,500CurrentTaxYearAmt
Total$105,083TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,183CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,352CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,082CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,654CurrentTaxYearMinus1YearAmt
Current Tax Year$39,803CurrentTaxYearAmt
Total$135,074TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,388CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,498CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,786CurrentTaxYearMinus1YearAmt
Current Tax Year$56,303CurrentTaxYearAmt
Total$240,157TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$240,157PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$269CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$196CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$237CurrentTaxYearMinus1YearAmt
Current Tax Year$258CurrentTaxYearAmt
Total$1,249TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$269CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$196CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$237CurrentTaxYearMinus1YearAmt
Current Tax Year$258CurrentTaxYearAmt
Total$1,249TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,451CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,023CurrentTaxYearMinus1YearAmt
Current Tax Year$56,561CurrentTaxYearAmt
Total$241,406TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99480PublicSupportCY509Pct
Public Support PY5090.99340PublicSupportPY509Pct
Investment Income CY0.01000InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10NAME: MANCHESTER ESSEX REGIONAL SCHOOL DI ADDRESS: P.O. BOX 1407 MANCHESTER, MA 01944 CASH CONTRIBUTION: 42,611
FORM 990-EZ, PART I, LINE 16EXPENSES POSTAGE AND DELIVERY 764 PRINTING AND REPRODUCTION 1,569 FILING FEES 35 PROGRAM EXPENSE 1,140 BANK SERVICE CHARGES 623 BOOKKEEPING 3,780 TOTAL 7,911
FORM 990-EZ, PART II, LINE 26GRANTS PAYABLE 20,597 29,298
FORM 990-EZ, PART IIITO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION.
FORM 990-EZ, PART III, LINE 31GRANTS AND AWARDS FOR SCHOOL PROGRAMS