CAROL A AND JAMES J MCINNIS CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CAROL A AND JAMES J MCINNIS CHARITABLE TRUST (EIN 46-1535074)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-29
- IRS object ID
- 201813029349100411
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-29T12:11:31-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 |
| Phone | 9786866112 | PhoneNum |
| Signature | 2018-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAOMI J ANDON | PreparerPersonNm |
| PTIN | P00114320 | PTIN |
| Phone | 9786867200 | PhoneNum |
| Preparation | 2018-10-25 | 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 | 2018-10-25 | IPDt |
| IP Tm | 11:14:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 58AF2F1C91D9631027E096196C2E2C9981DECB62 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 58AF2F1C91D9631027E096196C2E2C9981DECB62 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $399,532 | 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 | $3,400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,230 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,798 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $216,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,798 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,028 | 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 | $3,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,593 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,593 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,179 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,179 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,179 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,035 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,812 | CashBOYAmt |
| Cash EOY | $115,059 | CashEOYAmt |
| Cash EOYFMV | $115,059 | CashEOYFMVAmt |
| Corporate Stock BOY | $221,376 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $238,118 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,918 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,355 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $237,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $285,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $399,532 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,400 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,900 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,900 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $233,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $279,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $233,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $279,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $237,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $285,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $233,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $282,062 | SubtotalAmt |
| Other Decreases | $2,956 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $279,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| OPTIONS | P | 2017-01-01 | 2017-12-31 | $1,372 | $1,372 | $1,372 | |
| 1000 SH MOMO INC | P | 2017-04-10 | 2017-08-22 | $36,436 | -$224 | -$224 | $36,660 |
| 1000 SH GE | P | 2013-11-07 | 2017-10-12 | $22,970 | -$3,322 | -$3,322 | $26,292 |
| 500 SH PANERA BREAD | P | 2016-01-01 | 2017-04-06 | $156,072 | $77,972 | $77,972 | $78,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,798 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,806 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $359,343 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071814 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $377,117 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057582 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,689 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $378,405 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075816 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,065 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $372,549 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064596 | DistributionYr4Rt |
| Total Distribution | 0.269808 | TotalDistributionRt |
| Average Distribution | 0.067452 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $411,442 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,753 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $740 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,179 | 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 | $740 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $740 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $740 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Overpayment | $1,735 | OverpaymentAmt |
| Applied To ES Tax | $1,735 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | 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 | MARYBETH MCINNIS | IndividualWithBooksNm |
| 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 | 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 (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 |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $330,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $417,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $417,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $411,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $740 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $740 | TotalTaxAmt |
| Distributable Before Adj | $19,832 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,832 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,832 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,179 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,179 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $740 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,439 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,210 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,831 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,859 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,839 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,739 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,179 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,832 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,347 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,086 | 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 | $36,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,210 | ExcessFromYear4Amt |
| Excess From Year3 | $9,831 | ExcessFromYear3Amt |
| Excess From Year2 | $2,859 | ExcessFromYear2Amt |
| Excess From Year1 | $7,839 | ExcessFromYear1Amt |
| Excess From Current Year | $9,347 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 40 DAYS FOR LIFE | ||||||
| 4112 EAST 29TH ST | BRYAN | TX | 77802 | PC | PROLIFE | $40 |
| AARP FOUNDATION | ||||||
| PO BOX 93207 | LONG BEACH | CA | 908093207 | PC | SERVICES ELDERLY | $75 |
| AID TO CHURCHES IN NEED | ||||||
| 725 LEONARD ST PO BOX 220384 | BROOKLYN | NY | 11222 | PC | RELIGIOUS | $25 |
| AMERICA NEEDS FATIMA | ||||||
| PO BOX 341 | NHANOVER | PA | 17331 | PC | RELIGIOUS | $150 |
| AMERICAN CANCER ASSOC | ||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | PC | SAVE LIVES & CREATE A WORLD WITH LESS CANCER | $25 |
| AMERICAN DIABETES ASSOC | ||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | PC | FINDING A CURE FOR DIABETES | $25 |
| AMERICAN DISABLED VETS | ||||||
| 1613 E LIVINGSTON ST | ORLANDO | FL | 32803 | PC | AID TO VETERANS | $20 |
| AMERICAN FEDERATION OF POLICE | ||||||
| 6350 HORIZON DR | TITUSVILLE | FL | 32780 | PC | PUBLIC SAFETY | $55 |
| AMERICAN HEART ASSOC | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | BUILD HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES & STROKE | $125 |
| AMERICAN INST FOR CANCER RESEARCH | ||||||
| 1759R STREET | WASHINGTON | DC | 20009 | PC | CANCER RESEARCH AND TREATMENT | $70 |
| AMERICAN IRELAND FUND | ||||||
| 10 POST OFFICE SQ STE 1205 | BOSTON | MA | 02109 | PC | TO SUPPORT PEACE, CULTURE, EDUCATION AND COMMUNITY DEVELOPMENT ACROSS THE ISLAND OF IRELAND AND IRISH COMMUNITIES AROUND THE WORLD. | $250 |
| AMERICAN LUNG ASSOCIATION | ||||||
| PO BOX 7000 | ALBERT LEA | MN | 560078001 | PC | PREVENTING LUNG DISEASE | $50 |
| AMERICAN PARKINSON'S ASSOC | ||||||
| 135 PARKINSON AVENUE | STATEN ISLAND | NY | 103051425 | PC | EASE THE BURDEN - FIND THE CURE | $100 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | PREVENTS & ALLEVIATES HUMAN SUFFERING IN THE FACE OF EMERGENCIES | $25 |
| BOSTON COLLEGE HIGH SCHOOL | ||||||
| 150 MORRISSEY BLVD | BOSTON | MA | 02204 | PC | EDUCATION | $5,000 |
| BOYSTOWN | ||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | PC | SUPPORT OF AT RISK CHILDREN | $25 |
| BREWSTER BASEBALL CLUB | ||||||
| PO BOX 2349 | BREWSTER | MA | 026318349 | PC | CAPE LEAGUE BASEBALL TEAM | $50 |
| BREWSTER HISTORICAL SOCIETY | ||||||
| 739 LOWER ROAD | BREWSTER | MA | 02631 | PC | COLLECT & PRESERVE ARTIFACTS & HISTORY OF BREWSTER | $55 |
| BREWSTER LADIES LIBRARY | ||||||
| 1822 MAIN STREET | BREWSTER | MA | 02631 | PC | COMMUNITY SUPPORT | $30 |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PC | RENOWNED TEACHING AFFILIATE OF HARVARD MEDICAL SCHOOL | $50 |
| CALMER CHOICE | ||||||
| 23G2 WHITES PATH SUITE 2 | SOUTH YARMOUTH | MA | 02664 | PC | SERVING THE YOUTH OF THE 15 TOWNS OF CAPE COD | $25 |
| CATHOLIC CHARITIES | ||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | PC | SERVICE TO PEOPLE IN NEED | $300 |
| CATHOLIC EXTENSION | ||||||
| 150 WACKER DR | CHICAGO | IL | 60606 | PC | RELIGIOUS | $50 |
| CATHOLIC FAITH APPEAL | ||||||
| PO BOX 4905 | ORLANDO | FL | 32802 | PC | RELIGIOUS PROGRAMS | $100 |
| CATHOLIC NEAR EAST WELFARE ASSOC | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 100224195 | PC | LIFELINE FOR THE POOR THROUGHOUT THE MIDDLE EAST, NORTHEAST AFRICA, INDIA AND EASTERN EUROPE. | $40 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 212013443 | PC | ASSIST THE POOR AND VULNERABLE OVERSEAS | $50 |
| CHILDRENS LEUKEMIA RESEARCH ASSOC | ||||||
| 585 STEWART AVE STE 18 | GARDEN CITY | NJ | 11530 | PC | TO SUPPORT RESEARCH EFFORTS TOWARDS FINDING THE CAUSES AND CURE FOR LEUKEMIA | $30 |
| COPPERLEAF FOUNDATION | ||||||
| 23101 COPPERLEAF BLVD | ESTERO | FL | 34135 | PC | SUPPORT OF LOCAL CHARITIES | $500 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | PC | CURE CYSTIC FIBROSIS | $30 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | TO SUPPORT CANCER RESEARCH & TREATMENT | $50 |
| DISABLED AMERICAN VETS | ||||||
| 3725 ALEXANDRIA PIKE | COLD SPRINGS | KY | 41076 | PC | SUPPORT OF VETERANS | $25 |
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||
| 4601 FORBES BLVD STE 130 | LANHAM | MD | 20706 | PC | SUPPORT OF VETERANS | $25 |
| DISCALCED CARMELITE MONASTERY | ||||||
| 25 WATSON AVE | BARRINGTON | RI | 02806 | PC | RELIGIOUS/SPIRITUAL | $7,500 |
| DIVINE WORD MISSIONARIES | ||||||
| 102 JACOBY DR SW | EPWORTH | IA | 52045 | PC | RELIGIOUS | $30 |
| EPLIPSY FOUNDATION OF FL | ||||||
| 7300 N KENDALL DR | MIAMI | FL | 33156 | PC | MEDICAL | $50 |
| FIREFIGHTERS CHARITABLE FOUNDATION | ||||||
| ONE WEST STREET | FARMINGDALE | NY | 11735 | PC | ASSISTS FIRE & DISASTER VICTIMS | $25 |
| FOOD FOR THE POOR | ||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | MINISTER TO THE POOREST OF THE POOR | $100 |
| GUEST HOUSE | ||||||
| 1601 JOSLYN ROAD | LAKE ORION | MI | 48360 | PC | ADDICTION TREATMENT FOR CATHOLIC CLERGY | $35 |
| HABITAT FOR HUMANITY | ||||||
| 2605 ENTERPRISE ROAD | CLEARWATER | FL | 33759 | PC | AFFORDABLE HOUSING | $100 |
| HOPE HEALTH | ||||||
| 1324 BELMONT ST | BROCTON | MA | 02301 | PC | MEDICAL | $50 |
| HOPE HOSPICE | ||||||
| 9470 HEALTHPARK CIRCLE | FORT MYERS | FL | 33908 | PC | CARE FOR PEOPLE WITH SERIOUS ILLNESS | $50 |
| IMMACULATE CONCEPTION | ||||||
| 1203 COMMERCIAL STREET | WEYMOUTH | MA | 02189 | PC | RELIGIOUS | $100 |
| LAZARUS HOUSE | ||||||
| 412 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | PC | HOMELESS SHELTER | $100 |
| LEUKEMIA LYMPHOMA SOCIETY | ||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | PC | CANCER TREATMENT | $25 |
| LOWER CAPE OUTREACH | ||||||
| 19 BREWSTER CROSS RD | ORLEANS | MA | 02653 | PC | AID NEEDY | $175 |
| MERRIMACK COLLEGE | ||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | EDUCATION | $2,500 |
| MULTIPLE SCLEROSIS | ||||||
| 6520 NORTH ANDREWS | FT LAUDERDALE | FL | 33309 | PC | RESEARCH/TREATMENT | $150 |
| NATIONAL FEDERATION FOR THE BLIND | ||||||
| 61 MIDDLE ST | SOUTH BOSTON | MA | 02127 | PC | MEDICAL | $25 |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | ||||||
| 4600 EAST WEST HIGHWAY STE 525 | BETHESDA | MD | 20814 | PC | CANCER RESEARCH | $25 |
| NATIONAL LAW ENFORCEMENT MEMORIAL FUND | ||||||
| 901 E STREET NW SUITE 100 | WASHINGTON | DC | 200042025 | PC | COMMEMORATE THE SACRIFICE OF THE FALLEN | $50 |
| NATIONAL SHRINE | ||||||
| 400 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | PC | DAILY OPERATION & MINISTRY OF THE NATIONAL SHRINE | $50 |
| OBLATES | ||||||
| 9480 N DE MAZENOD DRIVE | BELLEVILLE | IL | 62223 | PC | BRINGING GOD TO THE WORLD AND THE WORLD TO GOD | $150 |
| OUR LADY OF LIGHT | ||||||
| 19680 CYPRESS DRIVE | FORT MYERS | FL | 33967 | PC | RELIGIOUS | $1,700 |
| PARALYZED VETS OF AMERICA | ||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | PC | MAXIMIZING QUALITY OF LIFE FOR VETERANS | $25 |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | PC | EDUCATION | $25 |
| PRIESTS FOR LIFE | ||||||
| 20 EBBITTS ST | STATEN ISLAND | NY | 10306 | PC | RELIGIOUS | $150 |
| SALESIAN MISSION | ||||||
| 2 LEFEVRE LN | NEW ROCHELLE | NY | 10801 | PC | RELIGIOUS | $20 |
| SISTERS OF ST BENEDICT | ||||||
| 254 STILL RIVER RD | STILL RIVER | MA | 01467 | PC | RELIGIOUS | $25 |
| SOAR | ||||||
| 5600 FISHERS LN | ROCKVILL | MD | 20852 | PC | SOCIAL WELFARE | $25 |
| ST JOAN OF ARC CHURCH | ||||||
| 61 CANAL ROAD | ORLEANS | MA | 02653 | PC | RELIGIOUS | $1,250 |
| ST JUDE'S RESEARCH HOSPITAL | ||||||
| 313 WASHINGTON STREET | NEWTON | MA | 02458 | PC | CANCER RESEARCH | $150 |
| ST MARY'S OF LYNN | ||||||
| 35 TREMONT STREET | LYNN | MA | 01902 | PC | EDUCATION | $1,000 |
| ST VINCENT DE PAUL | ||||||
| RT 6A | BREWSTER | MA | 02631 | PC | END POVERTY | $4,324 |
| SUFFOLK LAW SCHOOL | ||||||
| 120 TREMONT ST | BOSTON | MA | 02108 | PC | EDUCATION | $1,000 |
| THE GOVERNORS ACADEMY | ||||||
| 1 ELM ST | BYFIELD | MA | 01922 | PC | EDUCATION | $200 |
| UNITED SERVICE ORGANIZATION | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | SERVICES FOR US ARMED SERVICE MEMBERS | $50 |
| UNITED WAY | ||||||
| 46 PARK STREET | FRAMINGHAM | MA | 01702 | PC | AID THOSE LESS FORTUNATE | $100 |
| US DEPUTY SHERIFF'S FUND | ||||||
| 319 SOUTH HYDRAULIC ST STE B | WICHITA | KS | 67211 | PC | PROVIDE NEEDED EQUIPMENT TO UNDERFUNDED LAW ENFORCEMENT AGENCIES | $75 |
| US OLYMPICS | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | SPONSOR ATHLETIC COMPETITION | $100 |
| VETERANS OF FOREIGH WARS | ||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | PC | SUPPORT VETERANS | $25 |
| WOMANS CANCER FUND | ||||||
| 6380 FLANK DR | HARRISBURG | PA | 17112 | PC | MEDICAL | $50 |
| WOUNDED WARRIOR'S PROJECT | ||||||
| 4899 BELFORD ROAD | JACKSONVILLE | FL | 32256 | PC | HELP INJURED WARRIORS | $125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,179 | 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 | $4,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,798 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,046 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 APOGEE ENTERPRISES | $14,453 | $22,865 |
| 1000 BANK OF AMERICA | $14,602 | $29,520 |
| 1000 CELGENE | $39,355 | $104,360 |
| 2000 EXTENDICARE | $6,146 | $7,303 |
| 1000 INTEL | $24,128 | $46,160 |
| 1000 SECTOR SPDR TR | $15,345 | $27,910 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 200 NUTRISYSTEM | AT COST | $10,479 | $10,520 |
| 300 SINCLAIR BROADCAST | AT COST | $11,772 | $11,355 |
| 1000 MOMO INC | AT COST | $33,667 | $24,480 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $2,956 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $3,400 | BOYBookValueAmt |
| EOY Book Value | $5,900 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $93 | $93 | $0 |
| 990PF | $2,500 | $2,500 | $0 |