STEPHEN F QUILL FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN F QUILL FAMILY FOUNDATION (EIN 20-1799716)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201731319349100443
- 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 Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T07:35:37-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvey & Martin PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 High St Suite 210 | AddressLine1Txt |
| City | North Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201799716 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F QUILL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9785370003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN F QUILL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN P MELIA | PreparerPersonNm |
| PTIN | P00230481 | PTIN |
| Phone | 9786887701 | PhoneNum |
| 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 | $570,571 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $125,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,147 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,147 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,274 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,274 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,846 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $148,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,267 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,421 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,557 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,557 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,002 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $384 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $208,042 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $208,042 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $208,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,421 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,469 | CashBOYAmt |
| Cash EOY | $15,664 | CashEOYAmt |
| Cash EOYFMV | $15,664 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,593 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $455,476 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $473,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $549,314 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $566,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $494,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $570,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $566,186 | CapitalStockBOYAmt |
| Capital Stock EOY | $494,597 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $566,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $494,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $566,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $494,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $566,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,718 | ExcessRevenueOverExpensesAmt |
| Subtotal | $502,468 | SubtotalAmt |
| Other Decreases | $7,871 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $494,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2016-01-01 | $183 | $183 | $183 | |
| 170 VANGUARD TAX MANAGED FUND | P | 2015-12-31 | 2016-06-16 | $5,911 | -$380 | -$380 | $6,291 |
| 368.93 COLUMBIA ACORN TR INTL | P | 2011-09-28 | 2016-06-16 | $14,008 | $1,346 | $1,346 | $12,662 |
| 1945.53 COLUMBIA FDS SER TR SHORT TERM | P | 2013-08-23 | 2016-12-02 | $20,000 | -$350 | -$350 | $20,350 |
| 2443.28 COLUMBIA FDS SER TR I STRATEGIC | P | 2014-01-08 | 2016-06-15 | $14,000 | -$513 | -$513 | $14,513 |
| 120 ISHARES TR S&P 500 INDEX FD | P | 2012-09-13 | 2016-06-16 | $25,141 | $7,539 | $7,539 | $17,602 |
| 70 ISHARES TR RUSSELL MIDCAP INDEX | P | 2006-03-21 | 2016-06-16 | $11,618 | $5,068 | $5,068 | $6,550 |
| 13 ISHARES TR RUSSELL 2000 INDEX FD | P | 2014-08-27 | 2016-01-01 | $1,487 | -$28 | -$28 | $1,515 |
| 100 VANGUARD GLOBAL EX US REAL | P | 2013-07-24 | 2016-07-12 | $5,483 | -$19 | -$19 | $5,502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,846 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$380 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $119,583 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $611,521 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.19555 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,467 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $621,226 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.24543 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,235 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $583,764 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.25050 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $124,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $536,082 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.23215 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,071 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $486,775 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.18093 | DistributionYr5Rt |
| Total Distribution | 1.104558 | TotalDistributionRt |
| Average Distribution | 0.220912 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $588,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $129,983 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $193 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,176 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $208,042 | 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 | $193 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $193 | SubtotalAmt |
| Tax Based On Investment Income | $193 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $193 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F QUILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9785370003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN F QUILL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $531,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $597,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $597,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $588,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $193 | TotalTaxAmt |
| Distributable Before Adj | $29,227 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,227 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,227 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $208,042 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $208,042 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $193 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $207,849 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,227 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $63,915 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,426 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,178 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,723 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,143 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $490,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $208,042 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178,815 | RemainingDistriFromCorpusAmt |
| Total Corpus | $669,200 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,915 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $605,285 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,426 | ExcessFromYear4Amt |
| Excess From Year3 | $117,178 | ExcessFromYear3Amt |
| Excess From Year2 | $121,723 | ExcessFromYear2Amt |
| Excess From Year1 | $89,143 | ExcessFromYear1Amt |
| Excess From Current Year | $178,815 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN F QUILL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK ROAD | CORAOPOLIS | PA | 15108 | NONE | NC | WILDLIFE CONVSERVATION | $2,500 |
| TOURETTE SYNDROME ASSOCIATION | |||||||
| 42-40 BELL BLVD STE 205 | BAYSIDE | NY | 11361 | NONE | NC | MEDICAL RESEARCH | $25,100 |
| CLINTON ITEM APPEAL | |||||||
| 200 HIGH STREET | CLINTON | MA | 01510 | NONE | NC | ASSIST INDIGENT FAMILIES | $10,000 |
| MASSACHUSETTS OUTDOOR HERITAGE | |||||||
| PO BOX 1510 | NORTHHAMPTON | MA | 01060 | NONE | NC | WILDLIFE CONSERVATION | $1,000 |
| FRIENDS OF PERKINS | |||||||
| 971 MAIN STREET | LANCASTER | MA | 01523 | NONE | NC | ASSIST INDIGENT PEOPLE | $500 |
| NASHUA RIVER WATERSHED ASSOCIATION | |||||||
| 592 MAIN STREET | GROTON | MA | 01450 | NONE | NC | LAND CONSERVATION | $1,600 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | NC | MEDICAL NEEDS | $4,000 |
| BANCROFT SCHOOL | |||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | NC | MONETARY SUPPORT | $1,500 |
| UMASS MEMORIAL HOSPITAL | |||||||
| 281 LINCOLN STREET | WORCESTER | MA | 01605 | NONE | NC | MONETARY SUPPORT | $5,000 |
| WHEAT | |||||||
| 500 MAIN STREET STE 203 | CLINTON | MA | 01510 | NONE | NC | ASSIST INDIGENT FAMILIES | $10,000 |
| NE CENTER FOR HOMELESS VETERANS | |||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NONE | NC | ASSIST HOMELESS VETERANS | $1,000 |
| THE CASA PROJECT | |||||||
| 100 GROVE STREET | WORCESTER | MA | 01605 | NONE | NC | ASSIST INDIGENT FAMILIES | $250 |
| CLINTON HOSPITAL | |||||||
| 201 HIGHLAND STREET | CLINTON | MA | 01510 | NONE | NC | MEDICAL | $1,000 |
| CLINTON PUBLIC SCHOOLS | |||||||
| PO BOX 732 | CLINTON | MA | 01510 | NONE | NC | SCHOLARSHIPS | $20,200 |
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 160 ZILLICOA STREET SUITE D | ASHEVILLE | NC | 28801 | NONE | NC | RESTORE AMERICAN CHESTNUT | $500 |
| SPECIAL OLYMPICS | |||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | NC | FINANCIAL ASSISTANCE | $250 |
| MAINE ADAPTIVE SPORT RECREATION | |||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | NC | FINANCIAL ASSISTANCE | $200 |
| NEW ENGLAND FORESTRY FOUNDATION | |||||||
| PO BOX 1346 32 FOSTER ST | LITTLETON | MA | 01460 | NONE | NC | FINANCIAL ASSISTANCE | $100 |
| CENTRAL MASS BASEBALL LEAGUE | |||||||
| PO BOX 305 | LEOMINSTER | MA | 01453 | NONE | NC | MONETARY SUPPORT | $300 |
| JIMMY FUND WALK | |||||||
| PO BOX 3595 | BOSTON | MA | 02241 | NONE | NC | FINANCIAL ASSISTANCE | $1,500 |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVEERLY | MA | 01915 | NONE | NC | WILDLIFE CONSERVATION | $200 |
| VNA CARE | |||||||
| 500 RUTHERFORD AVE STE 200 | CHARLESTOWN | MA | 02129 | NONE | NC | MEDICAL CARE | $100 |
| HOPE HOSPICE PALLIATIVE CARE | |||||||
| 1085 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | NONE | NC | MEDICAL CARE | $100 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE THIRD FLOOR | BOSTON | MA | 02116 | NONE | NC | MEDICAL CARE | $10,000 |
| LAHEY HOSPITAL MEDICAL CENTER | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | NONE | NC | MEDICAL CARE | $500 |
| UMASS MEDICAL SCHOOL | |||||||
| 55 LAKE AVENUE NORTH S1-340 | WORCESTER | MA | 01655 | NONE | NC | MEDICAL CARE | $5,000 |
| HOMES FOR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | NC | ASSIST VETERANS | $500 |
| THAYER FIELD FOUNDATION | |||||||
| LANCASTERS RECEREATION CAMPUS | LANCASTER | MA | 01523 | NONE | NC | NEW RECREATION CAMPUS | $100,000 |
| AUTISM RESOURCE CENTRAL | |||||||
| 71 STERLING STREET | WEST BOYLSTON | MA | 01583 | NONE | NC | EMERGENCY ASSISTANCE FUND | $500 |
| SLA ALUMNI ASSOCIATION | |||||||
| PO BOX 864 | SOUTH LANCASTER | MA | 01561 | NONE | NC | SCHOOL ASSISTANCE | $100 |
| ATLANTIC SALMON FOUNDATION | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | NONE | NC | WILDLIFE CONSERVATION | $500 |
| LANCASTER ANGEL TREE | |||||||
| 200 CHURCH STREET | LANCASTER | MA | 01510 | NONE | NC | ASSIST INDIGENT FAMILIES | $3,500 |
| FRIENDS OF THE LANCASTER LIBRARY | |||||||
| 717 MAIN STREET | LANCASTER | MA | 01523 | NONE | NC | MONETARY SUPPORT | $100 |
| LANCASTER LAND TRUST | |||||||
| 742 MAIN STREET | LANCASTER | MA | 01523 | NONE | NC | FINANCIAL ASSISTANCE | $100 |
| FREEDOM'S WAY HERITAGE ASSOCIATION | |||||||
| 94 JACKSON ROAD STE 311 | DEVENS | MA | 01434 | NONE | NC | MONETARY SUPPORT | $100 |
| TOWN OF LANCASTER | |||||||
| 695 MAIN STREET | LANCASTER | MA | 01523 | NONE | NC | MONETARY SUPPORT | $200 |
| WORLD WAR II FOUNDATION | |||||||
| 333 WHITE HORN DRIVE SUITE ONE | KINGSTON | RI | 02881 | NONE | NC | MONETARY SUPPORT | $42 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $208,042 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,147 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,846 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,267 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,557 | Amt |
| Net Investment Income | $1,557 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UNRESTRICTED-READILY TRADABLE EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $473,340 | BookValueAmt |
| EOYFMV | $549,314 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST COST TO TAX BASIS | Desc |
| Amt | $7,871 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY SERVICES | CategoryTxt |
| Amt | $2,002 | Amt |
| Net Investment Income | $2,002 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $178 | $178 |
| FORM 990-PF | $136 | $136 |
| FORM PC | $70 | $70 |