ADELAIDE BREED BAYRD FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ADELAIDE BREED BAYRD FOUNDATION (EIN 04-6051258)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349102686
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:50:59-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 919 EASTERN AVENUE | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046051258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELAIDE BREED BAYRD FOUNDATION CO C HENRY KEZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | 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 KEEZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7813241231 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL BARDARO CPA | PreparerPersonNm |
| PTIN | P00634441 | PTIN |
| Phone | 7813216065 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,051,438 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $785,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $785,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $495,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,682,693 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $495,157 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $774,557 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,055,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,280,713 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,908 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,908 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,069 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,069 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,442 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,442 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210,542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $878 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,300 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,128 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,128 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,846 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,846 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $330,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $296,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,383,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,383,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,713,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $296,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,410,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $342,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $983,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,133 | CashBOYAmt |
| Cash EOY | $64,468 | CashEOYAmt |
| Cash EOYFMV | $64,468 | CashEOYFMVAmt |
| US Government Obligations BOY | $600,960 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $405,071 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $405,071 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,187,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,000,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,000,723 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,081,997 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,495,061 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,495,061 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $97,073 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $81,797 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,797 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,660 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,342 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,093 | LandBOYAmt |
| Land EOY | $4,318 | LandEOYAmt |
| Land EOYFMV | $4,318 | LandEOYFMVAmt |
| Total Assets BOY | $33,989,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,051,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,051,438 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $51,473 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,319 | AccountsPayableEOYAmt |
| Grants Payable BOY | $728,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $522,650 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $779,473 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $537,969 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $33,210,462 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,513,469 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,210,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,513,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,989,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,051,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,210,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $342,007 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,552,469 | SubtotalAmt |
| Other Decreases | $39,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,513,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GAIN ON SALE OF INVESTMENTS | P | 2014-12-31 | 2014-12-31 | $9,426,382 | $8,956,349 | $470,033 | $470,033 |
| GAIN ON SALE OF INVESTMENTS | P | 2014-12-31 | 2014-12-31 | $256,311 | $231,187 | $25,124 | $25,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $495,157 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,048,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,507,982 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091022 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $946,394 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,836,906 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.333601 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $892,860 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,156,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.282855 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,023,368 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,188,587 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.320947 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $945,976 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,457,019 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.273639 | DistributionYr5Rt |
| Total Distribution | 1.302064 | TotalDistributionRt |
| Average Distribution | 0.260413 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,488,064 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,720,727 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,839 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,730,566 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,410,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,678 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,678 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,637 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $13,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $19,637 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $194 | EsPenaltyAmt |
| Tax Due | $235 | TaxDueAmt |
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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | PRESIDENT | 1.00 | $8,000 | $0 | $0 |
| SUSAN C MANSUR | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TREASURER | 1.00 | $15,000 | $0 | $0 |
| RICHARD R BURNS JR | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.00 | $7,000 | $0 | $0 |
| ROBERT M WALLASK | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| PAUL MCPHEETERS | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| H ALLEN STEVENS | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| DOROTHY WHITTIER | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| FRANCIS K BROWN II | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | ASSISTANT TREASURER | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EASTERN BANK | |||||
| 605 BROADWAY | SAUGUS | MA | 01906 | AGENCY FEES | $130,328 |
| KEZER & KEZER | |||||
| 350 MAIN STREET | MALDEN | MA | 02148 | MANAGEMENT AND LEGAL FEES | $80,000 |
| RUCCI BARDARO & FALZONE PC | |||||
| 919 EASTERN AVENUE | MALDEN | MA | 02148 | ACCOUNTING FEES | $57,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO 501(C)(3) ORGANIZATIONS, MALDEN CITY AGENCIES AND SCHOLARSHIPS FOR DESERVING STUDENTS | Description1Txt |
| Expenses1 | $1,383,150 | 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 | $33,998,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,998,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,998,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $509,971 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,488,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,674,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,674,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,678 | TotalTaxAmt |
| Distributable Before Adj | $1,654,725 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,654,725 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,654,725 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,410,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,410,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,410,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,654,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $774,099 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $871,079 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $735,030 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $809,331 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $940,638 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,130,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,410,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,410,150 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $244,575 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $244,575 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,885,602 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $529,524 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,356,078 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $871,079 | ExcessFromYear4Amt |
| Excess From Year3 | $735,030 | ExcessFromYear3Amt |
| Excess From Year2 | $809,331 | ExcessFromYear2Amt |
| Excess From Year1 | $940,638 | ExcessFromYear1Amt |
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 (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGASSIZ VILLAGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $50,000 |
| AGNES SCOTT COLLEGE THE PARENTS FUND | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $500 |
| BIG SISTER ASSOCIATION | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $25,000 |
| BILLERICA PUBLIC LIBRARY FOUNDATION INC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| BOSTON HEALTH CARE FOR HOMELESS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| BOSTON MARATHON JIMMY FUND WALK | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $500 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRA | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $9,000 |
| BREAD OF LIFE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $31,000 |
| CAIRN HILL INC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| CARE DIMENSIONS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $25,000 |
| CARITAS COMMUNITIES | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| CASA MYRNA VAZQUEZ | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $20,000 |
| CHILDREN'S ROOM | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $3,000 |
| CHINESE CULTURE CONNECTION | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $26,060 |
| CLARKE SCHOOLS FOR HEARING & SPEECH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| COMMUNITY FAMILY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $20,000 |
| CONSERVATIVE CONGREGATIONAL CHRISTIAN | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| CROSSROAD FOR KIDS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $15,000 |
| EAST MIDDLESEX ARC INC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| EASTER SEALS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $20,000 |
| FAMILIES FOR DEPRESSION AWARENESS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $4,000 |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| FRIENDS OF MALDEN TEEN ENRICHMENT CENTER | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $30,000 |
| GORDON COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $6,000 |
| HALLMARK HEALTH VISITING NURSE ASSOC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $17,150 |
| HOUSING FAMILIES INC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $51,000 |
| IMMIGRANT LEARNING CENTER | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $15,000 |
| INTIMATE PARTNER VIOLENCE PROJECT | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $25,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| KIDS PLACE NORTH SHORE ASSEMBLY OF GOD | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,500 |
| LEVENTHAL MAP CENTER | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,500 |
| LT SCOTT F MILLEY RANGER FOUNDATION | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| MALDEN ACCESS TV | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| MALDEN BABE RUTH LEAGUE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $2,000 |
| MALDEN HIGH SCHOOL BAND PARENTS ASSOC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| MALDEN HUMAN SERVICES | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $50,000 |
| MALDEN PUBLIC LIBRARY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $134,100 |
| MALDEN YMCA | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $52,540 |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $7,500 |
| MISSION OF DEEDS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $32,500 |
| MUSEUM OF SCIENCE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $2,500 |
| MYSTIC VALLEY ELDER SERVICES | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $30,000 |
| MYSTIC VALLEY REGIONAL CHARTER SCHOOL | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $20,000 |
| NATIONAL BRAILLE PRESS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $3,000 |
| NEW ENGLAND CENTER FOR HOMELESS VETERANS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $3,500 |
| OPERATION ABLE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| PARENTS HELPING PARENTS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $3,000 |
| PARISH OF THE EPIPHANY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $2,000 |
| PARTNERS HEALTHCARE AT HOME | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| PINE BANKS PARK FOUNDATION | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $24,000 |
| PINE STREET INN | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| PIONEER INSTITUE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| REDISCOVERY INC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $15,000 |
| REFUGEE IMMIGRATION MINISTRY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $15,000 |
| RESPOND INC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| ROCA | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $25,000 |
| ROSIE'S PLACE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $6,000 |
| SALEMWOOD SCHOOL | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| SAMARITANS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $2,000 |
| SENIOR CENTER FRIENDS OF STONEHAM | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $2,000 |
| ST JEROME'S PARISH CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $500 |
| TAILORED FOR SUCCESS INC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $15,000 |
| THE BATES FUND | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| TRIANGLE INC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $25,000 |
| TRI-CAP | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $25,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $20,000 |
| VNA HOSPICE CARE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| VNA OF MIDDLESEX EAST | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $10,000 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,500 |
| YWCA MALDEN | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $53,300 |
| BOY SCOUTS OF AMERICA | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| COURT MAPLEWOOD CD OF A | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| EMMANUEL BAPTIST CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| FIRST BAPTIST CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| FIRST CHURCH IN MALDEN CONGREGATIONAL | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| FIRST CHURCH OF THE NAZARENE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| FIRST LUTHERAN CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| FORESTDALE COMMUNITY CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| GIRL SCOUTS OF EASTERN MASSACHUSETTS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| GOOD SHEPHERD UNITED METHODIST CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $5,000 |
| MALDEN YMCA | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| MAPLEWOOD BAPTIST CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| MYSTIC SIDE CONGREGATIONAL CHURCH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| NEW ENGLAND DEACONESS ASSOCIATION | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| SISTERS OF PROVIDENCE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| SOCIETY OF ST VINCENT DEPAUL | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| ST JOSEPH'S PARISH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| ST PAUL'S EPISCOPAL PARISH | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| THE SALVATION ARMY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| UNIVERSALIST KING'S DAUGHTERS FUND | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| YWCA MALDEN | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,000 |
| ASSUMPTION COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $5,000 |
| BOSTON COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $4,500 |
| BOSTON UNIVERSITY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $1,500 |
| BENTLEY COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $2,000 |
| BRANDEIS UNIVERSITY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $19,500 |
| BRIDGEWATER STATE COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $1,000 |
| BRYANT UNIVERSITY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $2,000 |
| ECKERD COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $4,500 |
| EMERSON COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $4,500 |
| JOHNSON & WALES UNIVERSITY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $2,000 |
| LEMOYNE COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $4,500 |
| MALDEN CATHOLIC HIGH SCHOOL | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $12,000 |
| MALDEN HIGH SCHOOL SCHOLARSHIP FUND | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $60,000 |
| MARYMOUNT MANHATTAN COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $2,000 |
| MASSACHUSETTS COLLEGE OF PHARMACY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $5,000 |
| MYSTIC VALLEY REGIONAL CHARTER SCHOOL | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $12,000 |
| NEW ENGLAND INSTITUTE OF ART | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $2,000 |
| NORTHEAST METRO REGION VOCATIONAL SCHOOL | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $12,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $6,000 |
| PROVIDENCE COLLEGE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $1,000 |
| QUINNIPIAC UNIVERSITY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $5,000 |
| SALEM STATE UNIVERSITY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $14,500 |
| SCHOOL OF VISUAL ARTS | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $500 |
| SUFFOLK UNIVERSITY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $5,000 |
| THE FUND FOR MALDEN CATHOLIC | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $500 |
| UNIVERSITY OF MASSACHUSETTS AMHERST | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $15,000 |
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $5,000 |
| UNIVERSITY OF MASSACHUSETTS LOWELL | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $1,000 |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $1,500 |
| UNIVERSITY OF RHODE ISLAND | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $4,500 |
| WESLEYAN UNIVERSITY | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $2,000 |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,383,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $785,556 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $774,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $495,157 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,560,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $495,157 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,055,270 | 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 | 7 | LineNumberTxt |
| Relationship Statement | UNREALIZED GAIN ON INVESTMENTS | 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 | $9,442 | Amt |
| Net Investment Income | $9,442 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| PROJECTOR | 2007-04-04 | $297 | $297 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2007-03-02 | $4,013 | $4,013 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2001-01-01 | $520 | $520 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2007-04-04 | $4,133 | $3,949 | 200DB | 7.000000000000 | $184 | $0 |
| FURNITURE & FIXTURES | 2007-05-18 | $937 | $895 | 200DB | 7.000000000000 | $42 | $0 |
| FURNITURE & FIXTURES | 2007-12-03 | $445 | $425 | 200DB | 7.000000000000 | $20 | $0 |
| VALLEY COMMUNICATIONS | 2008-09-02 | $2,005 | $2,005 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - LAPTOP COMPUTER | 2013-12-09 | $1,785 | $45 | 200DB | 5.000000000000 | $339 | $0 |
| LAPTOP COMPUTER | 2014-09-05 | $5,931 | 200DB | 5.000000000000 | $3,559 | $0 | |
| IPADS | 2014-10-28 | $3,594 | 200DB | 5.000000000000 | $2,156 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,495,061 | EOYBookValueAmt |
| EOYFMV | $5,495,061 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $28,000,723 | EOYBookValueAmt |
| EOYFMV | $28,000,723 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $405,071 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $405,071 | 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 | INVESTMENT TRUSTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $81,797 | BookValueAmt |
| EOYFMV | $81,797 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| PROJECTOR | $297 | $297 | $0 |
| COMPUTER EQUIPMENT | $4,013 | $4,013 | $0 |
| FURNITURE & FIXTURES | $520 | $520 | $0 |
| FURNITURE & FIXTURES | $4,133 | $4,133 | $0 |
| FURNITURE & FIXTURES | $937 | $937 | $0 |
| FURNITURE & FIXTURES | $445 | $445 | $0 |
| VALLEY COMMUNICATIONS | $2,005 | $2,005 | $0 |
| COMPUTER EQUIPMENT - LAPTOP COMPUTER | $1,785 | $1,277 | $508 |
| LAPTOP COMPUTER | $5,931 | $3,559 | $2,372 |
| IPADS | $3,594 | $2,156 | $1,438 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,069 | LegalFeesAmt |
| Net Investment Income | $18,069 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED FEDERAL INVESTMENT INCOME TAX | Desc |
| Amt | $39,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $6,064 | $6,064 | $0 |
| TELEPHONE EXPENSE | $558 | $558 | $0 |
| TRAVEL & ENTERTAINMENT | $1,580 | $1,580 | $0 |
| BANK CHARGES | $330 | $330 | $0 |
| FILING FEES | $7 | $7 | $0 |
| EQUIPMENT LEASE | $1,079 | $1,079 | $0 |
| INSURANCE | $2,228 | $2,228 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $774,557 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $774,557 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT CONSULTANT | $214 | $214 | $0 |
| MANAGEMENT FEES | $80,000 | $80,000 | $0 |
| EASTERN BANK AGENCY FEES | $130,328 | $130,328 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $878 | Amt |
| Net Investment Income | $878 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |