EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2018-05-15
- IRS object ID
- 201841359349100109
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T06:24:07-05:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042736972 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & HAVIAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WEST END WAY | AddressLine1Txt |
| City | NORWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046002496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 6177373400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH STREET SUITE 603 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY C BLANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177373400 | PhoneNum |
| Signature | 2018-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN GATEWOOD CPA | PreparerPersonNm |
| PTIN | P00643343 | PTIN |
| Phone | 7813474717 | PhoneNum |
| Preparation | 2018-05-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.150.119.241 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-01 | IPDt |
| IP Tm | 12:57:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A9F1FCB5D37BDCDC91842CF7C20153762CDAD90 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B79CB5E410A63D18E1587CA15C49F3292143EC3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,370,270 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,501 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,501 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $305,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,965,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $289,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $307,601 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $57,129 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,129 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,580 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,580 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,377 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,217 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,585 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,731 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $233 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,700 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,289 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,146 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,497 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $522,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $475,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$233,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $261,139 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $277,391 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,097 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,097 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $24,237 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,988 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,988 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $525,324 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $525,324 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,354,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,740,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,740,206 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $351,153 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $541,572 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $541,572 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,003,657 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $434,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $434,232 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,849 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,499 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $584 | LandBOYAmt |
| Land EOY | $350 | LandEOYAmt |
| Land EOYFMV | -$4,149 | LandEOYFMVAmt |
| Total Assets BOY | $9,011,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,374,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,370,270 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,511,422 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,874,769 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $1,500,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $1,500,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,011,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,374,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,011,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,374,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,011,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$233,233 | ExcessRevenueOverExpensesAmt |
| Other Increases | $599,191 | OtherIncreasesAmt |
| Subtotal | $9,377,380 | SubtotalAmt |
| Other Decreases | $2,611 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,374,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHS ALEXANDRIA REAL ESTATE | P | 2012-03-16 | 2017-04-17 | $25,000 | $24,648 | $352 | $352 |
| 300 SHS BANKUNITED | P | 2015-04-08 | 2016-08-01 | $89,042 | $98,895 | -$9,853 | -$9,853 |
| 7500 SHS BCS WOAUTO INDX | P | 2015-05-27 | 2017-05-09 | $73,869 | $75,000 | -$1,131 | -$1,131 |
| 50000 SHS CATERPILLAR INC | P | 2009-03-03 | 2016-08-15 | $50,000 | $49,058 | $942 | $942 |
| 50000 SHS CON-EDISON | P | 2008-12-11 | 2016-09-15 | $50,000 | $49,521 | $479 | $479 |
| 12OO SHARES OF CVS HEALTH CORP | P | 2014-09-03 | 2016-08-25 | $113,813 | $96,175 | $17,638 | $17,638 |
| 4541 SHARES DOUBLELINE TOTAL RETURN | P | 2011-02-22 | 2017-01-25 | $48,229 | $50,000 | -$1,771 | -$1,771 |
| 4488 SHARES DOUBLELINE TOTAL RETURN | P | 2012-02-03 | 2017-01-25 | $47,666 | $50,000 | -$2,334 | -$2,334 |
| 462 SHARES DOUBLELINE TOTAL RETURN | P | 2016-03-14 | 2017-01-25 | $4,908 | $5,000 | -$92 | -$92 |
| 4735 SHARES DOUBLELINE TOTAL RETURN | P | 2016-12-16 | 2017-01-25 | $50,284 | $50,000 | $284 | $284 |
| 1072 SHARES DUKE ENERGY | P | 2006-01-02 | 2017-01-26 | $82,449 | $52,126 | $30,323 | $30,323 |
| 50000 SHARES ENTERGY CORP | P | 2012-01-17 | 2016-12-15 | $50,000 | $50,012 | -$12 | -$12 |
| 4000 SHARES FORD MOTOR CO | P | 2015-04-08 | 2016-11-21 | $47,283 | $64,120 | -$16,837 | -$16,837 |
| 50000 SHARES GOLDMAN SACHS | P | 2012-02-21 | 2017-05-09 | $54,825 | $50,000 | $4,825 | $4,825 |
| 500 SHARES HOME DEPOT INC | P | 2009-08-20 | 2017-01-09 | $66,806 | $13,280 | $53,526 | $53,526 |
| 2500 SHARES MS SU AUTO | P | 2009-08-20 | 2017-01-09 | $24,969 | $25,000 | -$31 | -$31 |
| 2000 SHARES PIMCO | P | 2013-01-28 | 2017-05-09 | $44,281 | $50,000 | -$5,719 | -$5,719 |
| 782 SHARES SKYBRIDGE MUL-AD | P | 2014-01-01 | 2017-01-31 | $879,693 | $982,972 | -$103,279 | -$103,279 |
| 41 SHARES SKYBRIDGE MUL-AD | P | 2015-07-01 | 2017-03-30 | $46,300 | $50,715 | -$4,415 | -$4,415 |
| 100 SHS VANGUARD INTERMED | P | 2009-03-02 | 2017-01-25 | $82,911 | $75,749 | $7,162 | $7,162 |
| 400 SHARES VANGUARD INTERMEDIATE | P | 2009-03-17 | 2017-01-25 | $33,164 | $30,117 | $3,047 | $3,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,896 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $360,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,403,399 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042870 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $358,141 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,902,817 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040228 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $312,249 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,050,170 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $294,930 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,017,420 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $306,670 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,400,103 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041441 | DistributionYr5Rt |
| Total Distribution | 0.200113 | TotalDistributionRt |
| Average Distribution | 0.040023 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,823,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $353,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,611 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $355,735 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $475,643 | 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 | $2,611 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,611 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,611 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,124 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,124 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,513 | OverpaymentAmt |
| Applied To ES Tax | $1,513 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | EDWARDSFUND.ORG | WebsiteAddressTxt |
| Individual With Books | EDWARDS SCHOLARSHIP FUND | IndividualWithBooksNm |
| Phone | 6177373400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH STREET SUITE 603 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BERNARD BONN III | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARGARET FLANAGAN | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| TIMOTHY BLANK | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN OSMOND | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH STREET SUITE 603 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 125 HIGH STREET 24TH FLOOR | BOSTON | MA | 02110 | INVESTMENT ADVISORY FEES | $40,377 |
| COHEN & HAVIAN LLP | |||||
| 7 WEST END WAY | NORWELL | MA | 02061 | ACCOUNTING AND AUDITING FEES | $14,000 |
| MEGAN & O'SHEA LLC | |||||
| 30 MONUMENT SQUARE SUITE 214 | CONCORD | MA | 01742 | LEGAL FEES | $11,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTED 109 SCHOLARSHIPS TO COLLEGE STUDENTS | Description1Txt |
| Expenses1 | $361,497 | 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 | $8,248,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $708,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,957,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,957,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,823,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $441,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,611 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,611 | TotalTaxAmt |
| Distributable Before Adj | $438,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $438,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $438,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $475,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $475,643 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,611 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $473,032 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $438,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,969 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $475,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,969 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,866 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARDS SCHOLARSHIP FUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH STREET SUITE 603 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6176548628 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MADE THROUGH FUND'S WEBSITE @ WWW.EDWARDSFUND.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1ST FOR FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | STUDENTS' FAMILY HAS TO RESIDE IN BOSTON SINCE BEGINNING OF STUDENTS' JUNIOR YEAR IN HIGH SCHOOL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABYAN ABDULLAHI | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CARLOS ACEVEDO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| SARON ADMASU | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| REYMOND ALDARONDO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ALANA ALVES | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| RAFAEL BAEZ | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| GENESIS BAUTISTA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| CASSANDRA BERNABEL | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ANNIA BOSSE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JOHANNA BREEDEN-STEVENS | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| SHAMAE BURRELL | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| PATRICK BUTLER | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| DENICIO CAMPOZANO-HILL | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| FRANCOIS CATTANEO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| BRENDAN CAUFIELD | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| TATIANA CHALAS | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CARMEN CHAN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| MINQING CHEN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ROSY CHEN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CYNTHIA CHU | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| TYLER COLE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $5,000 |
| KA DAM | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| TAWNDALAYA DAROZA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| CARL DECOTEAU | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ANDREW DELOSH | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| KELSEY DELOSH | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| KEILA DEPINA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CARMIRLYTA DESPEIGNES | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| SONNY DIEP | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| ANTHONY DOCANTO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| COLLINS EBOZUE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| KARINA FERZOCO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| AMANDA FRANGIEH | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ANNA GALLAGHER | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JUSTIN GONZALEZ | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| AUBREY GRIFFIN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| GENE GRINBERG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| VICTORIA GRINBERG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| SHAYLIS GUERRERO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ELENI HABERIS | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| BRIAN HARRINGTON | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| TENIA HARRISON | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ALISSA HE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| WILLIAM PATRICK HIGGINS | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,538 |
| ANGELINA HUA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| KEVIN HUA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $5,000 |
| RONG RONG HUANG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| TINA HUANG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| WENDY HUANG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| ELIZABETH HYNES-BRUELL | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| KHADIJA IBRAHIM | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| OSARUME IDAHOR | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| FELICIA IMBRIANO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| LARONIA JACOBS | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| NICHOLAS JACQUES | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JAMIE SAM JASMIN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JIMMY JOACHIM | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| CHRISTE ROBERTE JULMICE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| HABEN KELATI | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| NORBERT KONG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| TUONGVY LE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| FELIX LEE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| XIAOYAN LIANG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,200 |
| DAHANIA LOAZIA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| MEYBEL LOPEZ-FLORES | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CHRISTELA LOUIS | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| SHAHIDUL MAHMOOD | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JOSHUA MARTINEAU | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| TOZOE MARTON | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| BRENDAN MCINTOSH | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| MICHAEL MCINTOSH | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CONOR MCQUAID | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| SHERRY MEI | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| TIFFANY MEI | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| DAVID MENDOZA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ROMELLO MITCHELL | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| TAYLOR MORSON | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ADAEZE NDUAGUBA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| MATTHEW NESCIO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JAMAR NOBLE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| REGINA NOONAN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| AMIRNA NUNEZ | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CHISOM NWAOHA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| NGOZI NWAOHA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CLAIRE OHMAN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| THERESA OHMAN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| BLESSING OJINI | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| OPEPLUWA OLUKOREDE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| JESSICA ORDINOLA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CONNOR PATAK | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,250 |
| KARAN PATEL | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| AJA PERKINS | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| MELISSA PETIT-HOMME | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | SCHOLARSHIP | $2,500 | |
| LISA PHAM | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| KEVIN PINA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| JHANEL POTTS | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| COLIN RAINEY SLAVICK | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | SCHOLARSHIP | $2,500 | |
| MALIK ROCHELLE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | SCHOLARSHIP | $2,500 | |
| YUSIF SAMUDEEN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| SIDNEY KING SARFO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| EDWARD SHADDOCK | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| JOHN SILVEIRA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| MELANIE SOTO | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| RACHEL SULLIVAN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| CHANTALLE TANGUI | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| FRANCISCO TAVARES | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| WILTON TEJEDA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| DAVINA TRAN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| KATHY TRAN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| WILSON TRAN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIPSCHOLARSHIP | $4,009 |
| TERRY VOONG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,250 |
| PHUONG VUONG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| BILAL WAHID | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| JOHN WANG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| SEAN WEBSTER | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| OSAEVBIE WOGHIREN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $3,500 |
| AMY WONG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| ANGELA WONG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| TINA XIE | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| KIANNA YOUNG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| KEVIN YU | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $4,000 |
| SHARMARKE YUSUF | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ZIQIU ZHANG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| ZEYU ZHENG | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $2,500 |
| HARMONY CHEN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,500 |
| QIANQI GUAN | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,250 |
| CHRISTINE YU | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,250 |
| LESLIE GARCIA | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,250 |
| TERRY MOY | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,250 |
| KESANET TESFAZION | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | I | SCHOLARSHIP | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,497 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,501 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$26,896 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $307,601 | ExclusionAmt |
| Related Or Exempt Function Incm | -$26,896 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $280,705 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST FROM MONEY MARKET FUND |
| 4 | INTEREST AND DIVIDENDS FROM STOCKS AND BONDS |
| 8 | GAIN ON THE SALES OF VARIOUS SECURITIES |
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 | COHEN & HAVIAN LLP | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LAPTOP | 2004-02-24 | $1,275 | $637 | 200DB | 5.000000000000 | $0 | $0 |
| LAPTOP | 2008-10-15 | $1,550 | $775 | 200DB | 5.000000000000 | $0 | $0 |
| LAPTOP | 2014-01-06 | $2,024 | $1,441 | 200DB | 5.000000000000 | $233 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $541,572 | EOYBookValueAmt |
| EOYFMV | $541,572 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,740,206 | EOYBookValueAmt |
| EOYFMV | $7,740,206 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $525,324 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $525,324 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $434,232 | BookValueAmt |
| EOYFMV | $434,232 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAPTOP | $1,275 | $1,275 | $0 |
| LAPTOP | $1,550 | $1,550 | $0 |
| LAPTOP | $2,024 | $1,674 | $350 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MEGAN & O'SHEA, LLC | CategoryTxt |
| Legal Fees | $11,580 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,580 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $2,611 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $325 | $0 | $325 |
| FILING FEES | $9,670 | $0 | $9,670 |
| INSURANCE | $2,713 | $0 | $2,713 |
| INTERNET AND DATA STORAGE | $6,825 | $0 | $6,825 |
| OFFICE EXPENSES | $219 | $0 | $219 |
| PAYROLL SERVICE FEES | $1,010 | $0 | $1,010 |
| POSTAGE | $378 | $0 | $378 |
| TELEPHONE | $1,149 | $0 | $1,149 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $599,191 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CITI SMITH BARNEY | $40,377 | $40,377 | $0 |
| CONSULTING | $2,217 | $0 | $2,217 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,731 | $0 | $4,731 |
| FOREIGN TAXES | $2,585 | $2,585 | $0 |