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EDWARDS SCHOLARSHIP FUND: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EDWARDS SCHOLARSHIP FUND (EIN 04-6002496)
Tax period
2014-08-01 to 2015-07-31
Filed
2016-03-14
IRS object ID
201610749349100006
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-03-14T10:38:13-05:00ReturnTs
Tax Period End2015-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042736972PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN & HAVIAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 WEST END WAYAddressLine1Txt
CityNORWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02061ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046002496EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARDS SCHOLARSHIP FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDWABusinessNameControlTxt
Phone6177373400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line189 SOUTH STREET SUITE 603AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY C BLANKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6177373400PhoneNum
Signature2016-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN GATEWOOD CPAPreparerPersonNm
PTINP00643343PTIN
Phone7813474717PhoneNum
Preparation2016-03-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,837,846FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,425ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13,865InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,865InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$347,743DividendsRevAndExpnssAmt
Dividends Net Invst Incm$347,743DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$873,722NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,923,982GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$873,722CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,286,755TotalRevAndExpnssAmt
Total Net Invst Incm$1,235,330TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$60,673OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$60,673OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$14,689LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$14,689LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,922OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$39,922OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,658TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,017TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$4,641TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$648DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$5,700OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$5,700OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$33,284OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$33,284OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$176,574TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,439TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$129,487TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,654ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,654ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$405,228TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,439TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$358,141TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$881,527ExcessRevenueOverExpensesAmt
Net Investment Income$1,188,891NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$268,307SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$239,276SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$239,276SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,430,684CorporateStockBOYAmt
Corporate Stock EOY$6,950,693CorporateStockEOYAmt
Corporate Stock EOYFMV$6,950,693CorporateStockEOYFMVAmt
Corporate Bonds BOY$457,479CorporateBondsBOYAmt
Corporate Bonds EOY$409,570CorporateBondsEOYAmt
Corporate Bonds EOYFMV$409,570CorporateBondsEOYFMVAmt
Other Investments BOY$843,678OtherInvestmentsBOYAmt
Other Investments EOY$1,237,336OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,237,336OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,849LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,878LandBldgEquipAccumDeprecAmt
Land BOY$1,619LandBOYAmt
Land EOY$971LandEOYAmt
Land EOYFMV$971LandEOYFMVAmt
Total Assets BOY$9,001,767TotalAssetsBOYAmt
Total Assets EOY$8,837,846TotalAssetsEOYAmt
Total Assets EOYFMV$8,837,846TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$7,501,767UnrestrictedBOYAmt
Unrestricted EOY$7,337,846UnrestrictedEOYAmt
Permanently Restricted BOY$1,500,000PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$1,500,000PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$9,001,767TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,837,846TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,001,767TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,837,846TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,001,767TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$881,527ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,883,294SubtotalAmt
Other Decreases$1,045,448OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,837,846TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,000 SHS HCP INCORPORATEDP2013-07-252014-08-21$68,291$74,075-$5,784-$5,784
2,000 SHS CLEARBRIDGE ENERGYP2013-01-152014-08-25$57,143$49,738$7,405$7,405
1,200 SHS CATERPILLAR INCP2008-07-162014-09-11$125,658$80,507$45,151$45,151
300 SHS JOHNSON & JOHNSONP1991-01-022014-09-03$31,153$332$30,821$30,821
400 SHS CDK GLOBALP2010-01-222014-10-02$12,011$6,327$5,684$5,684
.70 SHS NUBEEN S&P BUY-WRITEP2011-12-012014-12-23$8$9-$1-$1
1,600 SHS QUALCOMMP2010-04-222015-01-13$119,174$62,939$56,235$56,235
500 SHS IBMP1917-11-262015-03-30$81,576$59,834$21,742$21,742
1,300 SHS AMERICAN EXPRESSP2014-09-112015-03-16$105,991$114,310-$8,319-$8,319
7,000 SHS AT&TP1991-01-022015-04-08$229,512$48,133$181,379$181,379
200 SHS ADPP2014-10-022015-05-27$17,122$14,475$2,647$2,647
7,500 SHS UBS WOAUTO EQP2015-02-202015-05-26$75,000$75,000$0$0
2,500 SHS BLACKROCK RESOURCESP2011-03-282015-07-21$21,579$50,000-$28,421-$28,421
P$0$0
200,000 FV TEMPLETON GLOBAL BOND FNDP2009-11-102014-10-02$197,918$200,000-$2,082-$2,082
1,492 SHS ADPP2010-01-222015-05-27$102,734$50,058$52,676$52,676
5,000 SHS CAMPBELL SOUPP1991-01-022015-05-27$239,613$22,045$217,568$217,568
4,350 SHS DU PONT EL DE NEMOURS & COP1991-01-022015-05-12$318,970$29,724$289,246$289,246
1,000 SHS ACE LTDP2009-11-102015-06-26$103,677$62,696$40,981$40,981
1,000 SHS FREEPORT-MCMORAN INCP2011-03-082015-07-09$16,852$50,058-$33,206-$33,206
FieldValueIRS element (for citing)
Capital Gain Net Income$873,722CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$312,249AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,050,170NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038788DistributionYr1Rt
Adjusted Qlfy Distri Yr2$294,930AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,017,420NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036786DistributionYr2Rt
Adjusted Qlfy Distri Yr3$306,670AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,400,103NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041441DistributionYr3Rt
Adjusted Qlfy Distri Yr4$345,858AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,229,004NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047843DistributionYr4Rt
Adjusted Qlfy Distri Yr5$610,173AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,718,232NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.090823DistributionYr5Rt
Total Distribution0.255681TotalDistributionRt
Average Distribution0.051136AverageDistributionRt
Net Vl Noncharitable Assets$8,902,817NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$455,254AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11,889NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$467,143AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$358,141QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,778InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23,778SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23,778TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,200EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$10,000AppliedToEsTaxAmt
Total Payments And Credits$29,200TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Overpayment$5,419OverpaymentAmt
Applied To ES Tax$5,419AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressEDWARDSFUND.ORGWebsiteAddressTxt
Individual With BooksEDWARDS SCHOLARSHIP FUNDIndividualWithBooksNm
Phone6177373400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line189 SOUTH STREET SUITE 603AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BERNARD BONN III
89 SOUTH STREET SUITE 603BOSTONMA02111TRUSTEE5.00$0$0$0
MARGARET FLANAGAN
89 SOUTH STREET SUITE 603BOSTONMA02111TRUSTEE5.00$0$0$0
TIMOTHY BLANK
89 SOUTH STREET SUITE 603BOSTONMA02111TRUSTEE5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonKATHRYN OSMONDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line189 SOUTH STREET SUITE 603AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos30.00AverageHrsPerWkDevotedToPosRt
Compensation$60,673CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MORGAN STANLEY
125 HIGH STREET 24TH FLOORBOSTONMA02110INVESTMENT ADVISORY FEES$39,922
COHEN & HAVIAN LLP
7 WEST END WAYNORWELLMA02061ACCOUNTING AND AUDITING FEES$14,000
MEGAN & O'SHEA LLC
30 MONUMENT SQUARE SUITE 214CONCORDMA01742LEGAL FEES$8,828
GOULSTON & STORRS
400 ATLANTIC AVENUEBOSTONMA02110LEGAL FEES$5,861
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTED 100 SCHOLARSHIPS TO COLLEGE STUDENTSDescription1Txt
Expenses1$228,654Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,900,401AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$137,992AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,038,393TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,038,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$135,576CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,902,817NetVlNoncharitableAssetsAmt
Minimum Investment Return$445,141MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$445,141MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,778TaxBasedOnInvestmentIncomeAmt
Total Tax$23,778TotalTaxAmt
Distributable Before Adj$421,363DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$421,363DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$421,363DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$358,141ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$358,141QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$358,141AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$421,363DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$178,333ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$703ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$179,036TotalExcessDistributionCyovAmt
Qualifying Distributions$358,141QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$358,141AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$63,222ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$63,222ExcessDistributionCyovAppCYAmt
Total Corpus$115,814TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$115,111ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$703ExcessDistriCyovToNextYrAmt
Excess From Year4$703ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEDWARDS SCHOLARSHIP FUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line189 SOUTH STREET SUITE 603AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6176548628RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS MADE THROUGH FUND'S WEBSITE @ WWW.EDWARDSFUND.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 1ST FOR FOLLOWING YEARSubmissionDeadlinesTxt
Restrictions On AwardsSTUDENTS' FAMILY HAS TO RESIDE IN BOSTON SINCE BEGINNING OF STUDENTS' JUNIOR YEAR IN HIGH SCHOOLRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORY ABSI
586 WELD STREETWEST ROXBURYMA02132SCHOLARSHIP$2,500
GIANNA ABSI
586 WELD STREETWEST ROXBURYMA02132SCHOLARSHIP$2,500
ALANA ALVES
7 ARDEN STREET 2ROSLINDALEMA02131SCHOLARSHIP$2,500
GENESIS BAUTISTA
15 WHITTIER ST APT 6ROXBURYMA02120SCHOLARSHIP$2,500
CASSANDRA BERNABEL
360 WALNUT AVE APT 4ROXBURYMA02119SCHOLARSHIP$2,500
ANNIA BOSSE
99 GLADSTONE STREETEAST BOSTONMA02128SCHOLARSHIP$2,500
ANYA BOWEN
50 PENFIELD STROSLINDALEMA02131SCHOLARSHIP$2,500
LEAH BUCKLEY
14 KEENAN ROADBRIGHTONMA02135SCHOLARSHIP$2,000
SHAMAE BURRELL
33 LEXINGTON AVENUEHYDE PARKMA02136SCHOLARSHIP$2,500
JUAN CASTILLO-THEN
56 NEW WHITNEY STBOSTONMA02115SCHOLARSHIP$750
BRENDAN CAUFIELD
2084 DORCHESTER AVENUEDORCHESTERMA02124SCHOLARSHIP$2,500
TATIANA CHALAS
26 LOGAN WAYSOUTH BOSTONMA02127SCHOLARSHIP$2,500
DIANA CHAVES
35 GLENCOE ST APT 38BRIGHTONMA02135SCHOLARSHIP$2,500
HELEN CHEN
5 EMERALD COURTBOSTONMA02118SCHOLARSHIP$1,000
ROSY CHEN
5 EMERALD COURTBOSTONMA02118SCHOLARSHIP$2,500
TYLER COLE
15 MANILLA AVEHYDE PARKMA02136SCHOLARSHIP$2,500
KA DAM
376 ADAMS ST 1DORCHESTERMA02122SCHOLARSHIP$2,500
TAWNDALAYA DAROZA
1050 TREMONT ST APT 811ROXBURYMA02120SCHOLARSHIP$2,500
LESLIE DELEON
50 EAST ST UNIT 2DORCHESTERMA02122SCHOLARSHIP$1,500
ANDREW DELOSH
33 SUNSET HILL ROADWEST ROXBURYMA02132SCHOLARSHIP$2,500
KELSEY DELOSH
33 SUNSET HILL ROADWEST ROXBURYMA02132SCHOLARSHIP$2,500
TAYLOR DELOSH
33 SUNSET HILL ROADWEST ROXBURYMA02132SCHOLARSHIP$2,500
KEILA DEPIN
31 MAGNOLIA STREET APT 3ROXBURYMA02125SCHOLARSHIP$2,500
JEANNIE DO
15 BUSHNELL STREETDORCHESTERMA02124SCHOLARSHIP$1,500
JOSHUA DONALD
71 WOODROW AVENUEDORCHESTERMA02124SCHOLARSHIP$2,500
JESSICA ESTEVE
380 HUNTINGTON AVENUEHYDE PARKMA02136SCHOLARSHIP$2,000
BRIAN FITZGERALD
151 H STREETSOUTH BOSTONMA02127SCHOLARSHIP$2,500
AUBREY GRIFFIN
33 MELVILLE AVENUEDORCHESTERMA02124SCHOLARSHIP$2,500
TENIA HARRISON
239 WEST SELDEN STREET APT 2MATTAPANMA02126SCHOLARSHIP$2,500
DANIELLE HOLMAN
158 MANCHESTER STREETMATTAPANMA02126SCHOLARSHIP$2,500
PATRICIA HOOPER
21 BERTSON AVEWEST ROXBURYMA02132SCHOLARSHIP$2,000
KRISTEN HORAN
262 MARKET STREET 3BRIGTONMA02135SCHOLARSHIP$1,000
ANGELINA HUA
9 SALISBURY PARKDORCHESTERMA02122SCHOLARSHIP$2,500
JIAMIN HUANG
23 OLD IRONSIDES WAY APT CCHARLESTOWNMA02129SCHOLARSHIP$2,500
WENDY HUANG
14D CASTLE COURTBOSTONMA02118SCHOLARSHIP$2,500
JENNIFER HYUNH
28 SUDAN STREET APT 1DORCHESTERMA02125SCHOLARSHIP$2,500
FELICIA IMBRIANO
283 CHELSEA STREETEAST BOSTONMA02128SCHOLARSHIP$2,500
NICHOLAS JACQUES
180 LEYDEN STREETEAST BOSTONMA02128SCHOLARSHIP$2,500
AVA JENNINGS
939 BLUE HILL AVE APT 7BDORCHESTERMA02124SCHOLARSHIP$2,000
CHANTELLE JONES
PO BOX 300704JAMAICA PLAINMA02130SCHOLARSHIP$2,500
CHRIST ROBERTE JULMICE
2 WINSTON ROAD APT 1DORCHESTERMA02124SCHOLARSHIP$2,500
RALPH KARMUAH
190 MAGNOLIA AT 2DORCHESTERMA02121SCHOLARSHIP$2,500
AISLING KERR
71 GRAMPIAN WAYDORCHESTERMA02125SCHOLARSHIP$2,500
TUONGVY LE
225 MARION STREET APT 2EAST BOSTONMA02128SCHOLARSHIP$2,500
XIAOYAN LIANG
5 OAK STREET W 1307BOSTONMA02116SCHOLARSHIP$2,500
DAHIANA LOAIZA
277 MERIDIAN ST APT 2AEAST BOSTONMA02128SCHOLARSHIP$2,500
LEISA LOAN
45 GREEN STREETCHARLESTOWNMA02129SCHOLARSHIP$2,000
MEYBEL LOPEZ-FLORES
1145 SARATOGA ST APT 2EAST BOSTONMA02128SCHOLARSHIP$2,500
CHRISTELA LOUIS
735 ADAMS STREET 41DORCHESTERMA02122SCHOLARSHIP$2,500
SHAHIDUL MAHMOOD
10 CAMELOT STREETBRIGHTONMA02135SCHOLARSHIP$2,500
LUKE MAIETTA
51 RICHMOND STREETWEST ROXBURYMA02132SCHOLARSHIP$2,500
ELAINE MARTON
563 HUNTINGTON AVEHYDE PARKMA02136SCHOLARSHIP$2,500
TREVON MAYERS
515 ADAMS STREETDORCHESTERMA02122SCHOLARSHIP$2,500
ANNIE MCDONNELL
2 CARSON STREETDORCHESTERMA02125SCHOLARSHIP$2,500
CONOR MCQUAID
14 PERHAM STREETWEST ROXBURYMA02132SCHOLARSHIP$2,500
SHERRY MEI
42 OLD IRONSIDE WAYCHARLESTOWNMA02129SCHOLARSHIP$2,500
TIFFANY MEI
69A WEST DEDHAM STREETBOSTONMA02118SCHOLARSHIP$2,500
ROSS MERLIN
83 WELLSMERE ROADROSLINDALEMA02131SCHOLARSHIP$2,500
ADAEZE NDAUGUBA
47 JONES AVENUEDORCHESTERMA02124SCHOLARSHIP$2,500
MATTHEW NESCIO
99 FULTON STREET 1-5BOSTONMA02109SCHOLARSHIP$2,500
JOHN NGUYEN
4 TRAIN STREET APT 3DORCHESTERMA02122SCHOLARSHIP$2,500
REGINA NOONAN
57 MONTVIEW STREETWEST ROXBURYMA02132SCHOLARSHIP$2,500
CHISOM NWAOHO
661 HARRISON AVENUEBOSTONMA02118SCHOLARSHIP$2,500
MADELINE OHMAN
19 BREED STREETEAST BOSTONMA02128SCHOLARSHIP$2,500
BLESSING OJINI
89 CODMAN PARKROXBURYMA02119SCHOLARSHIP$2,500
OPEOLUWA OLUKOREDE
29 WINTON STREETROSLINDALEMA02131SCHOLARSHIP$2,500
WESLEY OSBORNE
137 TONAWANDA STREETDORCHESTERMA02124SCHOLARSHIP$1,404
CATHERINE OTUECHERE
37 WINTON STREETROSLINDALEMA02131SCHOLARSHIP$2,000
CONOR PATAK
25 BUCHANAN ROADWEST ROXBURYMA02132SCHOLARSHIP$2,500
KARAN PATEL
986 SARATOGA ST APT 2EAST BOSTONMA02128SCHOLARSHIP$2,500
AJAH PERKINS
743 MORTON STREETMATTAPANMA02136SCHOLARSHIP$2,500
COLE RAINY-SLAVICK
87D BROOKSIDE AVEJAMAICA PLAINMA02130SCHOLARSHIP$2,500
MALIK ROCHELLE
204 ALMONT STREETMATTAPANMA02136SCHOLARSHIP$2,500
EMILY RODIL
44 WYCLIFF AVEWEST ROXBURYMA02132SCHOLARSHIP$2,500
BREYLIS RODRIGUEZ
716 BORDER STREET APT EEAST BOSTONMA02128SCHOLARSHIP$2,000
BENJAMIN RUKAVINA
16 DELANO PARKMATTAPANMA02131SCHOLARSHIP$2,000
YUSEF SAMUDEEN
26 HAMMOND STREET APT 3AROXBURYMA02120SCHOLARSHIP$2,500
ABIGAIL SEARLES
147 SARATOGA STEAST BOSTONMA02128SCHOLARSHIP$2,000
BENJAMIN SIBLEY
80 VAN WINKLE STDORCHESTERMA02124SCHOLARSHIP$2,000
MELANIE SOTO
150 STANIFORD ST APT 3420BOSTONMA02114SCHOLARSHIP$2,500
BRITTANY SPILLANE
16 BOGANDALE ROADWEST ROXBURYMA02132SCHOLARSHIP$2,500
GABRIELLA LOUISE STEPHEN
71 EVANS STREETDORCHESTERMA02124SCHOLARSHIP$2,500
DENNIS TAN
92 NEW WHITNEY AVEBOSTONMA02115SCHOLARSHIP$2,000
XIALON TAN
33B SAN JUAN STBOSTONMA02118SCHOLARSHIP$2,500
CHANTALLE TANGUI
2945 WASHINGTON STREETROXBURYMA02119SCHOLARSHIP$2,500
FRANCISCO TAVARES
83 SUMMER STREETDORCHESTERMA02125SCHOLARSHIP$2,500
YVONNE TOONG
1850 WASHINGTON STREET 302BOSTONMA02118SCHOLARSHIP$1,500
DAVINA TRAN
42 EAST STREETDORCHESTERMA02127SCHOLARSHIP$2,500
KATHY TRAN
45 PARKMAN STREET APT 1DORCHESTERMA02122SCHOLARSHIP$2,500
TERRY VOONG
39 OLD IRONSIDE WAY APT CCHARLESTOWNMA02129SCHOLARSHIP$2,500
PHUNG VUONG
19 AGAWAM STREETDORCHESTERMA02122SCHOLARSHIP$2,500
SEAN WEBSTER
1 ELMWOOD STREETROXBURYMA02120SCHOLARSHIP$2,500
OSAEVBIE WOGHIREN
620 S ST AT 2ROSLINDALEMA02131SCHOLARSHIP$2,500
GLORIA WU
2521 CENTRE STREETWEST ROXBURYMA02132SCHOLARSHIP$2,500
INBAR YAMIN
52 NOTTINGHILL ROADBRIGHTONMA02135SCHOLARSHIP$2,000
JAMIE YE
212 HARRISON AVE D204BOSTONMA02111SCHOLARSHIP$1,000
ZIQUI ZHANG
3 HAMPSTEAD ROADJAMAICA PLAINMA02130SCHOLARSHIP$2,500
THAO NGUYEN
1112 MSGR LYDON WAYDORCHESTERMA02124SCHOLARSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,654TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,865ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$347,743ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$873,722RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$361,608ExclusionAmt
Related Or Exempt Function Incm$873,722RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,235,330TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST FROM MONEY MARKET FUND
4INTEREST AND DIVIDENDS FROM STOCKS AND BONDS
8GAIN ON THE SALES OF VARIOUS SECURITIES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF PAUL C KELLYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line145 BRAINTREE HILL OFFICE PARKAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHEN & HAVIAN LLPCategoryTxt
Amt$14,000Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,500DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
LAPTOP2004-02-24$1,275$637200DB5.000000000000$0$0
LAPTOP2008-10-15$1,550$775200DB5.000000000000$0$0
LAPTOP2014-01-06$2,024$405200DB5.000000000000$648$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$409,570EOYBookValueAmt
EOYFMV$409,570EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$6,950,693EOYBookValueAmt
EOYFMV$6,950,693EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS AND HEDGE FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,237,336BookValueAmt
EOYFMV$1,237,336EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAPTOP$1,275$1,275$0
LAPTOP$1,550$1,550$0
LAPTOP$2,024$1,053$971

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEGAN & O'SHEA, LLC$8,828$0$8,828
GOULSTON & STORRS$5,861$0$5,861

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS ON SECURITIES$1,020,229
FEDERAL INCOME TAX$25,219

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$45$0$45
DUES AND SUBSCRIPTIONS$335$0$335
FILING FEES$15,820$0$15,820
INSURANCE$2,700$0$2,700
INTERNET AND DATA STORAGE$12,372$0$12,372
OFFICE EXPENSES$113$0$113
PAYROLL SERVICE FEES$923$0$923
POSTAGE$104$0$104
TELEPHONE$872$0$872

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCITI SMITH BARNEYCategoryTxt
Amt$39,922Amt
Net Investment Income$39,922NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$4,641$0$4,641
FOREIGN TAXES$3,017$3,017$0