EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
- Tax period
- 2015-08-01 to 2016-07-31
- Filed
- 2017-03-30
- IRS object ID
- 201720899349100307
- Schema version
- 2015v3.0
- 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 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 | 2017-03-30T11:17:35-05:00 | ReturnTs |
| Tax Period End | 2016-07-31 | 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 | 2015-08-01 | 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 | 2017-03-22 | 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 | 2017-03-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $9,011,422 | 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 | $14,325 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29,121 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,121 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $284,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,778 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,103,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,778 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $469,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $454,782 | 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 | $56,064 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,064 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,027 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,327 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,393 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,893 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,616 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,256 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,289 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $388 | 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 | $12,826 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,826 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $265,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $265,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $407,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $364,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $412,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $239,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,390 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $24,237 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,237 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,950,693 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,354,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,354,400 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $409,570 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $351,153 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $351,153 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,237,336 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,003,657 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,003,657 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,849 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,265 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $971 | LandBOYAmt |
| Land EOY | $584 | LandEOYAmt |
| Land EOYFMV | $584 | LandEOYFMVAmt |
| Total Assets BOY | $8,837,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,011,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,011,422 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,337,846 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,511,422 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $1,500,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $1,500,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,837,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,011,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,837,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,011,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,837,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $116,427 | OtherIncreasesAmt |
| Subtotal | $9,015,546 | SubtotalAmt |
| Other Decreases | $4,124 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,011,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 SHS BLACKROCK INC | P | 2014-06-13 | 2015-06-13 | $101,640 | $93,032 | $8,608 | $8,608 |
| 450 SHS E.I. DUPONT DE NEMOURS | P | 1980-02-21 | 2015-09-01 | $22,599 | $3,075 | $19,524 | $19,524 |
| 1050 SHS E.I. DUPONT DE NEMOURS | P | 1980-05-17 | 2015-09-01 | $52,731 | $6,492 | $46,239 | $46,239 |
| 300 SHS CHEMOURS | P | 1991-01-02 | 2015-09-01 | $2,854 | $597 | $2,257 | $2,257 |
| 2,000 SHS GOLDMAN SACHS GROUP INC. | P | 2011-12-20 | 2015-11-02 | $50,000 | $49,208 | $792 | $792 |
| 2,000 SHS GOLDMAN SACHS GROUP INC. | P | 2012-06-19 | 2015-11-02 | $50,000 | $51,416 | -$1,416 | -$1,416 |
| 125 SHS HAYLARD HEALTH | P | 2014-11-04 | 2016-03-14 | $3,533 | $2,544 | $989 | $989 |
| 500 SHS ILLINOIS TOOL WORKS IN | P | 2011-08-19 | 2015-10-08 | $43,264 | $20,778 | $22,486 | $22,486 |
| 800 SHS MCDONALDS CORP | P | 2010-05-26 | 2016-03-17 | $99,010 | $53,542 | $45,468 | $45,468 |
| 4,000 SHS ML CAPITAL TRUST FD | P | 2002-05-22 | 2016-01-29 | $100,000 | $99,600 | $400 | $400 |
| 1,000 SHS ROYAL BANK OF CANADA | P | 2010-05-04 | 2015-09-01 | $54,124 | $60,117 | -$5,993 | -$5,993 |
| 1,000 SHS ROYAL BANK OF CANADA | P | 2011-01-06 | 2015-09-01 | $54,124 | $52,066 | $2,058 | $2,058 |
| 2,800 SHS STARBUCKS | P | 2015-01-13 | 2015-10-15 | $163,919 | $114,710 | $49,209 | $49,209 |
| 500 WALT DISNEY HOLDINGS | P | 2015-08-24 | 2016-01-27 | $47,816 | $48,660 | -$844 | -$844 |
| 2,600 SHS NEUBERGER BERMAN MLP INC FD | P | 2014-08-25 | 2016-04-19 | $17,968 | $56,025 | -$38,057 | -$38,057 |
| 8,000 SHS POWERSHARES LISTED PRIVATE EQUITY | P | 2015-04-15 | 2015-10-08 | $88,285 | $94,206 | -$5,921 | -$5,921 |
| 8,312.60 SHS FIDELITY ADV REAL ESTATE | P | 2014-08-21 | 2015-08-24 | $101,481 | $106,502 | -$5,021 | -$5,021 |
| 50,000 PAR BANK OF AMERICA CORP | P | 2009-09-08 | 2015-09-15 | $50,000 | $50,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,778 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $358,141 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,902,817 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040228 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $312,249 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,050,170 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038788 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $294,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,017,420 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036786 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $306,670 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,400,103 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041441 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $345,858 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,229,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047843 | DistributionYr5Rt |
| Total Distribution | 0.205086 | TotalDistributionRt |
| Average Distribution | 0.041017 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,403,399 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $344,682 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,124 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $348,806 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $364,374 | 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 | $4,124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,562 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,562 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,438 | OverpaymentAmt |
| Applied To ES Tax | $4,124 | AppliedToESTaxAmt |
| Refund | $21,314 | 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 | 0 | 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 (4 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 | $36,583 |
| COHEN & HAVIAN LLP | |||||
| 7 WEST END WAY | NORWELL | MA | 02061 | ACCOUNTING AND AUDITING FEES | $17,393 |
| MEGAN & O'SHEA LLC | |||||
| 30 MONUMENT SQUARE SUITE 214 | CONCORD | MA | 01742 | LEGAL FEES | $4,962 |
| HARMON& ROBERTSON PC | |||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | LEGAL FEES | $2,065 |
| 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 | $265,275 | 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 | $8,275,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $255,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,531,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,531,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,971 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,403,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $420,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $420,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,124 | TotalTaxAmt |
| Distributable Before Adj | $416,046 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,046 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,046 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $364,374 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $364,374 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,124 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $360,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,046 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $703 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $703 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $364,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $364,374 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $703 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $703 | 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 | $50,969 | 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 (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ABYAN ABDULLAHI | |||||
| 25 NAZING ST 204 | DORCHESTER | MA | 02121 | SCHOLARSHIP | $2,500 |
| ALISSA HE | |||||
| 1 WYMAN PLACE | JAMAICA PLAIN | MA | 02130 | SCHOLARSHIP | $2,500 |
| AMANDA FRANGIEH | |||||
| 242 CORNESS ST 1 | ROSLINDALE | MA | 02131 | SCHOLARSHIP | $2,500 |
| ADAEZE NDAUGUBA | |||||
| 47 JONES AVENUE | DORCHESTER | MA | 02124 | SCHOLARSHIP | $2,500 |
| AISLING KERR | |||||
| 71 GRAMPIAN WAY | DORCHESTER | MA | 02125 | SCHOLARSHIP | $2,500 |
| AJAH PERKINS | |||||
| 743 MORTON STREET | MATTAPAN | MA | 02136 | SCHOLARSHIP | $2,500 |
| ALANA ALVES | |||||
| 7 ARDEN STREET 2 | ROSLINDALE | MA | 02131 | SCHOLARSHIP | $2,500 |
| ANDREW DELOSH | |||||
| 33 SUNSET HILL ROAD | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| ANGELINA HUA | |||||
| 9 SALISBURY PARK | DORCHESTER | MA | 02122 | SCHOLARSHIP | $2,500 |
| ANNIA BOSSE | |||||
| 99 GLADSTONE STREET | EAST BOSTON | MA | 02128 | SCHOLARSHIP | $2,500 |
| ANNIE MCDONNELL | |||||
| 2 CARSON STREET | DORCHESTER | MA | 02125 | SCHOLARSHIP | $2,500 |
| ANYA BOWEN | |||||
| 50 PENFIELD ST | ROSLINDALE | MA | 02131 | SCHOLARSHIP | $2,500 |
| AUBREY GRIFFIN | |||||
| 33 MELVILLE AVENUE | DORCHESTER | MA | 02124 | SCHOLARSHIP | $2,500 |
| ANTHONY DOCANTO | |||||
| 16 RIDGEWOOD STREET 1 | DORCHESTER | MA | 02122 | SCHOLARSHIP | $2,500 |
| BRYAN CEDENO | |||||
| 296 BRANDYWYNE DR 296 | EAST BOSTON | MA | 02128 | SCHOLARSHIP | $2,500 |
| CARLA DALEY | |||||
| 44 TILESTON STREET | HYDE PARK | MA | 02136 | SCHOLARSHIP | $2,500 |
| BLESSING OJINI | |||||
| 89 CODMAN PARK | ROXBURY | MA | 02119 | SCHOLARSHIP | $2,500 |
| BRENDAN CAUFIELD | |||||
| 2084 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | SCHOLARSHIP | $2,500 |
| CARMEN CHAN | |||||
| CARMEN CHAN | BOSTON | MA | 02115 | SCHOLARSHIP | $2,500 |
| BRIAN FITZGERALD | |||||
| 151 H STREET | SOUTH BOSTON | MA | 02127 | SCHOLARSHIP | $2,500 |
| BRITTANY SPILLANE | |||||
| 16 BOGANDALE ROAD | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| CASSANDRA BERNABEL | |||||
| 360 WALNUT AVE APT 4 | ROXBURY | MA | 02119 | SCHOLARSHIP | $2,500 |
| CARMIRLYTA DESPEIGNES | |||||
| 193 RESERVATION RD 3 | HYDE PARK | MA | 02136 | SCHOLARSHIP | $2,500 |
| CHANTALLE TANGUI | |||||
| 2945 WASHINGTON STREET | ROXBURY | MA | 02119 | SCHOLARSHIP | $2,500 |
| CHANTELLE JONES | |||||
| PO BOX 300704 | JAMAICA PLAIN | MA | 02130 | SCHOLARSHIP | $2,500 |
| CHISOM NWAOHO | |||||
| 661 HARRISON AVENUE | BOSTON | MA | 02118 | SCHOLARSHIP | $2,500 |
| CHRIST ROBERTE JULMICE | |||||
| 2 WINSTON ROAD APT 1 | DORCHESTER | MA | 02124 | SCHOLARSHIP | $2,500 |
| CHRISTELA LOUIS | |||||
| 735 ADAMS STREET 41 | DORCHESTER | MA | 02122 | SCHOLARSHIP | $2,500 |
| COLE RAINY-SLAVICK | |||||
| 87D BROOKSIDE AVE | JAMAICA PLAIN | MA | 02130 | SCHOLARSHIP | $2,500 |
| CONOR MCQUAID | |||||
| 14 PERHAM STREET | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| CONOR PATAK | |||||
| 25 BUCHANAN ROAD | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| COLLINS EBOZUE | |||||
| 60 TYLER STREET 1 | HYDE PARK | MA | 02136 | SCHOLARSHIP | $2,500 |
| DAHIANA LOAIZA | |||||
| 277 MERIDIAN ST APT 2A | EAST BOSTON | MA | 02128 | SCHOLARSHIP | $2,500 |
| DANIELLE HOLMAN | |||||
| 158 MANCHESTER STREET | MATTAPAN | MA | 02126 | SCHOLARSHIP | $2,500 |
| DAVINA TRAN | |||||
| 42 EAST STREET | DORCHESTER | MA | 02127 | SCHOLARSHIP | $2,500 |
| CYNTHIA CHU | |||||
| 23 ARDEN STREET | ALLSTON | MA | 02134 | SCHOLARSHIP | $2,500 |
| DIANA CHAVES | |||||
| 35 GLENCOE ST APT 38 | BRIGHTON | MA | 02135 | SCHOLARSHIP | $2,500 |
| ELAINE MARTON | |||||
| 263 HUNTINGTON AVE | HYDE PARK | MA | 02136 | SCHOLARSHIP | $2,500 |
| EDWARD SHADDOCK | |||||
| 15 EDWIN S TREET | DORCHESTER | MA | 02124 | SCHOLARSHIP | $2,500 |
| FELICIA IMBRIANO | |||||
| 283 CHELSEA STREET | EAST BOSTON | MA | 02128 | SCHOLARSHIP | $2,500 |
| FRANCISCO TAVARES | |||||
| 83 SUMMER STREET | DORCHESTER | MA | 02125 | SCHOLARSHIP | $2,500 |
| GABRIELLA LOUISE STEPHEN | |||||
| 71 EVANS STREET | DORCHESTER | MA | 02124 | SCHOLARSHIP | $2,500 |
| GENESIS BAUTISTA | |||||
| 15 WHITTIER ST APT 6 | ROXBURY | MA | 02120 | SCHOLARSHIP | $2,500 |
| GIANNA ABSI | |||||
| 586 WELD STREET | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| GLORIA WU | |||||
| 2521 CENTRE STREET | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| GARDY LAURENT | |||||
| 181 FOREST HILLS ST 2 | JAMAICA PLAIN | MA | 02130 | SCHOLARSHIP | $3,000 |
| GENE GRINBERG | |||||
| 55 LAKE SHORE CT APT 3 | BRIGHTON | MA | 02135 | SCHOLARSHIP | $2,500 |
| HABEN KELATI | |||||
| 76 CAMDEN ST APT 3 | BOSTON | MA | 02118 | SCHOLARSHIP | $2,500 |
| HAFSATU STEVENS | |||||
| 71 NEPONSET AVE 1 | HYDE PARK | MA | 02136 | SCHOLARSHIP | $2,500 |
| JESSENIA ORDINOLA | |||||
| 25 CUSTER ST 202 | JAMAICA PLAIN | MA | 02130 | SCHOLARSHIP | $2,500 |
| JESICA ESTEVE | |||||
| 380 HUNTINGTON AVE | HYDE PARK | MA | 02136 | SCHOLARSHIP | $2,000 |
| JIAMIN HUANG | |||||
| 23 OLD IRONSIDES WAY APT C | CHARLESTOWN | MA | 02129 | SCHOLARSHIP | $2,500 |
| JOHN NGUYEN | |||||
| 4 TRAIN STREET APT 3 | DORCHESTER | MA | 02122 | SCHOLARSHIP | $2,500 |
| JOSHUA DONALD | |||||
| 71 WOODROW AVENUE | DORCHESTER | MA | 02124 | SCHOLARSHIP | $2,500 |
| JOSHUA MARTINEAU | |||||
| 30 LOCHSTEAD AVE | JAMAICA PLAIN | MA | 02130 | SCHOLARSHIP | $2,500 |
| KA DAM | |||||
| 376 ADAMS ST 1 | DORCHESTER | MA | 02122 | SCHOLARSHIP | $2,500 |
| KARAN PATEL | |||||
| 986 SARATOGA ST APT 2 | EAST BOSTON | MA | 02128 | SCHOLARSHIP | $2,500 |
| KATHY TRAN | |||||
| 45 PARKMAN STREET APT 1 | DORCHESTER | MA | 02122 | SCHOLARSHIP | $2,500 |
| KEILA DEPIN | |||||
| 31 MAGNOLIA STREET APT 3 | ROXBURY | MA | 02125 | SCHOLARSHIP | $2,500 |
| KELSEY DELOSH | |||||
| 33 SUNSET HILL ROAD | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| KHADIJA IBRAHIM | |||||
| 266 DORCHESTER ST APT 160 | SOUTH BOSTON | MA | 02127 | SCHOLARSHIP | $2,500 |
| NGOZI NWAOHA | |||||
| 661 HARRISON AVENUE | BOSTON | MA | 02118 | SCHOLARSHIP | $2,500 |
| NORBERT KONG | |||||
| 154 ALABAMA ST | MATTAPAN | MA | 02126 | SCHOLARSHIP | $2,500 |
| PATRICK BUTLER | |||||
| 30 WOLFE STREET | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| LUKE MAIETTA | |||||
| 51 RICHMOND STREET | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| RACHEL SULLIVAN | |||||
| 44 HASTINGS ST | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| MALIK ROCHELLE | |||||
| 204 ALMONT STREET | MATTAPAN | MA | 02136 | SCHOLARSHIP | $1,250 |
| MATTHEW NESCIO | |||||
| 99 FULTON STREET 1-5 | BOSTON | MA | 02109 | SCHOLARSHIP | $2,500 |
| MELANIE SOTO | |||||
| 150 STANIFORD ST APT 3420 | BOSTON | MA | 02114 | SCHOLARSHIP | $2,500 |
| MEYBEL LOPEZ-FLORES | |||||
| 1145 SARATOGA ST APT 2 | EAST BOSTON | MA | 02128 | SCHOLARSHIP | $2,500 |
| NICHOLAS JACQUES | |||||
| 180 LEYDEN STREET | EAST BOSTON | MA | 02128 | SCHOLARSHIP | $2,500 |
| OPEOLUWA OLUKOREDE | |||||
| 29 WINTON STREET | ROSLINDALE | MA | 02131 | SCHOLARSHIP | $2,500 |
| OSAEVBIE WOGHIREN | |||||
| 620 S ST AT 2 | ROSLINDALE | MA | 02131 | SCHOLARSHIP | $2,500 |
| PATRICIA HOOPER | |||||
| 21 BERTSON AVE | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,000 |
| PHUNG VUONG | |||||
| 19 AGAWAM STREET | DORCHESTER | MA | 02122 | SCHOLARSHIP | $2,500 |
| SAM HO | |||||
| 12 OAKLAND STREET | BRIGHTON | MA | 02135 | SCHOLARSHIP | $2,500 |
| REGINA NOONAN | |||||
| 57 MONTVIEW STREET | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| ROSS MERLIN | |||||
| 83 WELLSMERE ROAD | ROSLINDALE | MA | 02131 | SCHOLARSHIP | $2,500 |
| ROSY CHEN | |||||
| 5 EMERALD COURT | BOSTON | MA | 02118 | SCHOLARSHIP | $2,500 |
| SEAN WEBSTER | |||||
| 1 ELMWOOD STREET | ROXBURY | MA | 02120 | SCHOLARSHIP | $2,500 |
| SHAHIDUL MAHMOOD | |||||
| 10 CAMELOT STREET | BRIGHTON | MA | 02135 | SCHOLARSHIP | $2,500 |
| SHAMAE BURRELL | |||||
| 33 LEXINGTON AVENUE | HYDE PARK | MA | 02136 | SCHOLARSHIP | $2,500 |
| SHERRY MEI | |||||
| 42 OLD IRONSIDE WAY | CHARLESTOWN | MA | 02129 | SCHOLARSHIP | $2,500 |
| TATIANA CHALAS | |||||
| 26 LOGAN WAY | SOUTH BOSTON | MA | 02127 | SCHOLARSHIP | $2,500 |
| TAWNDALAYA DAROZA | |||||
| 1050 TREMONT ST APT 811 | ROXBURY | MA | 02120 | SCHOLARSHIP | $2,500 |
| RAFAEL BAEZ | |||||
| 90 BROOKWAY RD 476 | ROSLINDALE | MA | 02131 | SCHOLARSHIP | $1,000 |
| TENIA HARRISON | |||||
| 239 WEST SELDEN STREET APT 2 | MATTAPAN | MA | 02126 | SCHOLARSHIP | $2,500 |
| TERRY VOONG | |||||
| 39 OLD IRONSIDE WAY APT C | CHARLESTOWN | MA | 02129 | SCHOLARSHIP | $1,250 |
| THAO NGUYEN | |||||
| 1112 MSGR LYDON WAY | DORCHESTER | MA | 02124 | SCHOLARSHIP | $2,500 |
| REYMOND ALDARONDO | |||||
| 70 WEST NEWTON ST 3 | BOSTON | MA | 02118 | SCHOLARSHIP | $2,500 |
| SAMANTHA DAVERN | |||||
| 534 EAST THIRD ST | SOUTH BOSTON | MA | 02127 | SCHOLARSHIP | $2,500 |
| TUONGVY LE | |||||
| 225 MARION STREET APT 2 | EAST BOSTON | MA | 02128 | SCHOLARSHIP | $2,500 |
| TYLER COLE | |||||
| 15 MANILLA AVE | HYDE PARK | MA | 02136 | SCHOLARSHIP | $2,500 |
| WENDY HUANG | |||||
| 14D CASTLE COURT | BOSTON | MA | 02118 | SCHOLARSHIP | $2,500 |
| SHARMARKE YUSUF | |||||
| 216 FLORENCE ST F | ROSLINDALE | MA | 02131 | SCHOLARSHIP | $2,500 |
| TAYLOR MORSON | |||||
| 85 EAST INDIA ROW 8G | BOSTON | MA | 02110 | SCHOLARSHIP | $2,500 |
| THOMAS TRAVERS | |||||
| 3 MCCORMACK SQ 4 | EAST BOSTON | MA | 02128 | SCHOLARSHIP | $1,025 |
| YUSEF SAMUDEEN | |||||
| 26 HAMMOND STREET APT 3A | ROXBURY | MA | 02120 | SCHOLARSHIP | $2,500 |
| TINA XIE | |||||
| 616 TREMONT STREET 3 | BOSTON | MA | 02118 | SCHOLARSHIP | $2,500 |
| ZIQUI ZHANG | |||||
| 3 HAMPSTEAD ROAD | JAMAICA PLAIN | MA | 02130 | SCHOLARSHIP | $2,500 |
| TREMAINE BELL | |||||
| 40 ASPINWALL RD APT 2 | DORCHESTER | MA | 02124 | SCHOLARSHIP | $2,500 |
| VICTORIA GRINBERG | |||||
| 55 LAKE SHORE CT APT 3 | BRIGHTON | MA | 02135 | SCHOLARSHIP | $2,500 |
| WILTON TEJEDA | |||||
| 108 MAPLE ST APT 6 | BOSTON | MA | 02121 | SCHOLARSHIP | $2,500 |
| XIAOYAN LIANG | |||||
| 5 OAK ST W 1307 | BOSTON | MA | 02116 | SCHOLARSHIP | $1,250 |
| YASMINE NAVARRO | |||||
| 80 NEW WHITNEY ST | BOSTON | MA | 02115 | SCHOLARSHIP | $2,500 |
| ZEYU ZHENG | |||||
| 106 QUEENSBURY ST 12 | BOSTON | MA | 02215 | SCHOLARSHIP | $2,500 |
| ELENI HABERIS | |||||
| 28 BRADFIELD AVE | ROSLINDALE | MA | 02131 | SCHOLARSHIP | $2,500 |
| ELIZABETH HYNES-BRUELL | |||||
| 102 RUSSETT RD | WEST ROXBURY | MA | 02132 | SCHOLARSHIP | $2,500 |
| FELIX LEE | |||||
| 230 HARRISON AVE D1204 | BOSTON | MA | 02111 | SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $265,275 | 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 | $29,121 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $140,778 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $314,004 | ExclusionAmt |
| Related Or Exempt Function Incm | $140,778 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $454,782 | 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 | $17,393 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,893 | 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 | $1,053 | 200DB | 5.000000000000 | $388 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $351,153 | EOYBookValueAmt |
| EOYFMV | $351,153 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,354,400 | EOYBookValueAmt |
| EOYFMV | $7,354,400 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS AND HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,003,657 | BookValueAmt |
| EOYFMV | $1,003,657 | 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 | $1,441 | $583 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEGAN & O'SHEA, LLC | $4,962 | $0 | $4,262 |
| HARMON & ROBERTSON, PC | $2,065 | $0 | $2,065 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $4,124 | 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 | $260 | $0 | $260 |
| FILING FEES | $125 | $0 | $125 |
| INSURANCE | $2,699 | $0 | $2,699 |
| INTERNET AND DATA STORAGE | $7,478 | $0 | $7,478 |
| OFFICE EXPENSES | $95 | $0 | $95 |
| PAYROLL SERVICE FEES | $966 | $0 | $966 |
| POSTAGE | $266 | $0 | $266 |
| TELEPHONE | $937 | $0 | $937 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $116,427 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CITI SMITH BARNEY | CategoryTxt |
| Amt | $36,616 | Amt |
| Net Investment Income | $36,616 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,289 | $0 | $4,289 |
| FOREIGN TAXES | $2,256 | $2,256 | $0 |