PICCOLO FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PICCOLO FAMILY CHARITABLE FOUNDATION INC (EIN 05-0585675)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-14
- IRS object ID
- 201722269349100727
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T14:07:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043141926 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUCCI BARDARO & FALZONE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNICORN PARK SUITE 101 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050585675 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PICCOLO FAMILY CHARITABLE FOUNDATIONINC | BusinessNameLine1Txt |
| Business Name Line2 | C/O C HENRY KEZER ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PICC | BusinessNameControlTxt |
| Phone | 7813241231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C HENRY KEZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7813241231 | PhoneNum |
| Signature | 2017-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL BARDARO CPA | PreparerPersonNm |
| PTIN | P00634437 | PTIN |
| Phone | 7813216065 | PhoneNum |
| Preparation | 2017-08-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.9.23.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-10 | IPDt |
| IP Tm | 09:25:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A5021422A2EAB6F43F6B7F7A887F285CDA086345 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8A7514B2D933B405B21EF52FE6B42A1A27A6F350 | 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 | $1,741,017 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,488 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,488 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $33,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,226 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $33,226 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $873,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,924 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $82,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,638 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,714 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,144 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,423 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,262 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,717 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,714 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,711 | CashBOYAmt |
| Cash EOY | $3,546 | CashEOYAmt |
| Cash EOYFMV | $3,546 | CashEOYFMVAmt |
| US Government Obligations BOY | $49,775 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,946 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,946 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,424,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,427,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,427,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $301,217 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $306,184 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $306,184 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $63,897 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $781 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $781 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,898,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,741,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,741,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,898,529 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,741,017 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,898,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,741,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,898,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,741,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,898,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,755,255 | SubtotalAmt |
| Other Decreases | $14,238 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,741,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM COVERED (CAN PROVIDE DETAIL UPON REQUEST) | P | $140,931 | $158,554 | -$17,623 | -$17,623 |
| LONG TERM COVERED (CAN PROVIDE DETAIL UPON REQUEST) | P | $609,577 | $556,478 | $53,099 | $53,099 |
| LONG TERM COVERED (CAN PROVIDE DETAIL UPON REQUEST) | P | $122,659 | $119,391 | $3,268 | $3,268 |
| REIT INCOME - EB REALTY ASSOCIATES PASS THROUGH | P | $180 | $180 | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,924 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,623 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $171,724 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $85,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.009525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,130 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,724 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.751259 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $140,949 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,206 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.779524 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $144,035 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $77,395 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.861038 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $149,553 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $168,554 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.887271 | DistributionYr5Rt |
| Total Distribution | 8.288617 | TotalDistributionRt |
| Average Distribution | 1.657723 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,634 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,353 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $826 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $131,179 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,195 | 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 | $826 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $826 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $973 | OverpaymentAmt |
| Applied To ES Tax | $973 | 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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | C HENRY KEZER | IndividualWithBooksNm |
| Phone | 7813241231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| C HENRY KEZER ESQ | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | PRESIDENT | 1.00 | $2,800 | $0 | $0 |
| LAURA L HODGIN | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TREASURER | 1.00 | $0 | $0 | $0 |
| C HENRY KEZER ESQ | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | CLERK | 1.00 | $0 | $0 | $0 |
| C HENRY KEZER ESQ | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURA L HODGIN | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | DIRECTOR | 1.00 | $2,800 | $0 | $0 |
| DEBORAH E GAFF | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO 501(C)(3) ORGANIZATIONS, MELROSE AND MALDEN CITY AGENCIES AND SCHOLARSHIPS FOR DESERVING STUDENTS | Description1Txt |
| Expenses1 | $154,195 | 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 | $78,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,831 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,197 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $826 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $153,369 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,932 | CurrentYearAmt |
| Year1 | $4,273 | Year1Amt |
| Year2 | $4,486 | Year2Amt |
| Year3 | $3,960 | Year3Amt |
| Total | $16,651 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,342 | CurrentYearAmt |
| Year1 | $3,632 | Year1Amt |
| Year2 | $3,813 | Year2Amt |
| Year3 | $3,366 | Year3Amt |
| Total | $14,153 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $154,195 | CurrentYearAmt |
| Year1 | $173,500 | Year1Amt |
| Year2 | $158,710 | Year2Amt |
| Year3 | $142,570 | Year3Amt |
| Total | $628,975 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $154,195 | CurrentYearAmt |
| Year1 | $173,500 | Year1Amt |
| Year2 | $158,710 | Year2Amt |
| Year3 | $142,570 | Year3Amt |
| Total | $628,975 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,741,017 | CurrentYearAmt |
| Year1 | $1,898,529 | Year1Amt |
| Year2 | $2,086,751 | Year2Amt |
| Year3 | $2,196,961 | Year3Amt |
| Total | $7,923,258 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | C HENRY KEZER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7813241231 | RecipientPhoneNum |
| Form And Info And Materials | NOT YET DETERMINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT YET DETERMINED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT YET DETERMINED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEX'S TEAM FOUNDATION INC | ||||||||
| 76 BEDFORD STREET 38 | LEXINGTON | MA | 02420 | NONE | 501(C)(3) | RESEARCH | $10,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | NONE | 501(C)(3) | RESEARCH | $500 | |
| CITY OF MELROSE | ||||||||
| 562 MAIN STREET | MELROSE | MA | 02176 | NONE | 501(C)(3) | FRANKLIN SCHOOL PLAYGROUND | $5,000 | |
| CLASS INC | ||||||||
| ONE PARKER STREET | LAWRENCE | MA | 01843 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $7,000 | |
| COMMUNITY FAMILY INC | ||||||||
| 106 WYLLIS AVENUE | EVERETT | MA | 02149 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $1,000 | |
| EMARC | ||||||||
| THE ARC OF EAST MIDDLESEX//20 GOULD | READING | MA | 01867 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 | STREET |
| GOOD SHEPHERD UNITED METHODIST CHURCH | ||||||||
| 577 SALEM STREET | MALDEN | MA | 02148 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $500 | |
| HALLMARK HEALTH | ||||||||
| 585 LEBANON STREET | MELROSE | MA | 02176 | NONE | 501(C)(3) | HEALTH CARE SERVICES | $2,500 | |
| MALDEN CATHOLIC HIGH SCHOOL | ||||||||
| 99 CRYSTAL STREET | MALDEN | MA | 02148 | NONE | 501(C)(3) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDENTS | $5,000 | |
| MELROSE ALLIANCE AGAINST VIOLENCE | ||||||||
| 235 W FOSTER ST | MELROSE | MA | 02176 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $1,000 | |
| MELROSE HIGH SCHOOL PERMANENT SCHOLARSHIP FUND | ||||||||
| PERMANENT SCHOLARSHIP FUND//360 | MELROSE | MA | 02176 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $27,000 | LYNN FELLS PARKWAY |
| MELROSE PUBLIC LIBRARY | ||||||||
| 69 W EMERSON ST | MELROSE | MA | 02176 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $9,195 | |
| MIAMI UNIVERSITY | ||||||||
| 610 S OAK STREET | OXFORD | OH | 45056 | NONE | 501(C)(3) | CULTURE AND EDUCATION | $4,800 | |
| MYSTIC RIVER RUGBY FOUNDATION | ||||||||
| PO BOX 39 | MALDEN | MA | 02148 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 | |
| MYSTIC VALLEY ELDER SERVICES INC | ||||||||
| 300 COMMERCIAL STREET 19 | MALDEN | MA | 02148 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $6,000 | |
| MYSTIC VALLEY REGIONAL CHARTER SCHOOL | ||||||||
| 576 EASTERN AVENUE | MALDEN | MA | 02148 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,000 | |
| PAN-MASSACHUSETTS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $200 | |
| SAINT VASILIOS GREEK ORTHODOX CHURCH | ||||||||
| 7 PALEOLOGOS STREET | PEABODY | MA | 01960 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $2,500 | |
| TAILORED FOR SUCCESS | ||||||||
| PO BOX 527 | MALDEN | MA | 02148 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $5,500 | |
| THE FITCH HOME INC | ||||||||
| 75 LAKE AVENUE | MELROSE | MA | 02176 | NONE | 501(C)(3) | ELDERLY ASSISTANCE | $2,500 | |
| LIAM NATION | ||||||||
| PO BOX 425 | TEWKSBURY | MA | 01876 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $2,500 | |
| MELROSE BANDAIDERS INC | ||||||||
| 360 LYNN FELLS PARKWAY | MELROSE | MA | 02176 | NONE | 501(C)(3) | 2016 GRANT | $5,000 | |
| NORTHEAST ARC | ||||||||
| 64 HOLTEN STREET | DANVERS | MA | 01923 | NONE | 501(C)(3) | 2016 GRANT | $10,000 | |
| THE PINE BANKS PARK FOUNDATION | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $31,000 | |
| THE SALVATION ARMY | ||||||||
| 219 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,195 | 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 | $10,488 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,226 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,638 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | PROVIDED FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WORK | RelationshipStatementTxt |
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 | ACCOUNTING | CategoryTxt |
| Amt | $5,144 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE/OTHER BONDS | BondNm |
| EOY Book Value | $306,184 | EOYBookValueAmt |
| EOYFMV | $306,184 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,427,560 | EOYBookValueAmt |
| EOYFMV | $1,427,560 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,946 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,946 | 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 | EB REALTY INVESTMENT TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $781 | BookValueAmt |
| EOYFMV | $781 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT ACCOUNT | Desc |
| Amt | $14,238 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $1,478 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | $775 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CUSTODIAL FEE | $17,731 | $0 | $0 | $0 |
| CONSULTANT FEES | $1,692 | $0 | $0 | $0 |
| ADMINISTRATIVE MANAGEMENT | $30,000 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |