FRANCES PEW HAYES FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES PEW HAYES FAMILY FOUNDATION INC (EIN 65-0297367)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-09
- IRS object ID
- 201521609349100007
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-09T11:01:59-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592801100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE R SOLOMON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1342 COLONIAL BLVD STE B-11 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | 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 | 650297367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES PEW HAYES FAMILY FDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 9787796251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL ROAD | AddressLine1Txt |
| City | BOLTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY HOWARD P BLACK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9787796251 | PhoneNum |
| Signature | 2015-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENE R SOLOMON | PreparerPersonNm |
| PTIN | P00737682 | PTIN |
| Phone | 2399395303 | PhoneNum |
| Preparation | 2015-06-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $5,340,406 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,414 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $377,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,175,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $491,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $47,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $30,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $30,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,137 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,137 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,235 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,235 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,158 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $329 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,926 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,038 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,209 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $829 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $329 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,127 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $253,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $253,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $435,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $329 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $108,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,242 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,322,798 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,169,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,169,693 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,817 | OtherAssetsBOYAmt |
| Other Assets EOY | $471 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $471 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,435,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,340,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,340,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,435,366 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,340,406 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,435,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,340,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,435,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,340,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,435,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43,610 | OtherIncreasesAmt |
| Subtotal | $5,535,391 | SubtotalAmt |
| Other Decreases | $194,985 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,340,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $227,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,354,409 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042399 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $324,798 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,871,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066667 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,187 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,865,256 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056767 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $323,706 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,002,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064711 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $381,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,714,407 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080980 | DistributionYr5Rt |
| Total Distribution | 0.311524 | TotalDistributionRt |
| Average Distribution | 0.062305 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,307,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $330,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $329 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $330,986 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $353,627 | 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 | $329 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $329 | SubtotalAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $471 | OverpaymentAmt |
| Applied To ES Tax | $400 | AppliedToESTaxAmt |
| Refund | $71 | RefundAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 |
| Individual With Books | J HOWARD P BLACK | IndividualWithBooksNm |
| Phone | 9787796251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL RD | AddressLine1Txt |
| City | BOLTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017401091 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| J HOWARD P BLACK | ||||||||
| 103 DRUMLIN HILL RD | BOLTON | MA | 01740 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| MARY S BLACK | ||||||||
| 103 DRUMLIN HILL RD | BOLTON | MA | 01740 | DIRECTOR | 40.00 | $47,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,246,246 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,144 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,387,886 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,387,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,307,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $329 | TotalTaxAmt |
| Distributable Before Adj | $265,024 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $265,024 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $265,024 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,627 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $353,627 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $329 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $353,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,024 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $161,106 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,011 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $89,590 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $368,297 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $353,627 | QualifyingDistributionsAmt |
| Applied To Current Year | $265,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,603 | RemainingDistriFromCorpusAmt |
| Total Corpus | $456,900 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $161,106 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $295,794 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,590 | ExcessFromYear4Amt |
| Excess From Year3 | $36,011 | ExcessFromYear3Amt |
| Excess From Year2 | $89,590 | ExcessFromYear2Amt |
| Excess From Current Year | $88,603 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J HOWARD P BLACK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL RD | AddressLine1Txt |
| City | BOLTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9787796251 | RecipientPhoneNum |
| Recipient Email Address | JHOWARD.BLACK@RAYMONDJAMES.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | IRS TAX EXEMPT LTR AND PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBY'S HOUSE | |||||||
| 52 HIGH ST | WORCESTER | MA | 01609 | N/A | EXEMPT ORG | OPERATIONS | $1,000 |
| APPLE TREE ARTS | |||||||
| 1 GRAFTON COMMON | GRAFTON | MA | 01519 | N/A | EXEMPT ORG | OPERATIONS | $1,000 |
| AVOW HOSPICE | |||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | N/A | EXEMPT ORG | OPERATIONS | $10,000 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | N/A | EXEMPT ORG | OPERATIONS | $10,000 |
| CYSTIC FIBROSIS FDN | |||||||
| PO BOX 96305 | WASHINGTON | DC | 20090 | N/A | EXEMPT ORG | OPERATIONS | $22,000 |
| DANA-FARBER CANCER INSTIT | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | EXEMPT ORG | OPERATIONS | $20,000 |
| FAY SCHOOL ANNUAL FUND | |||||||
| 48 MAIN ST | SOUTHBOROUGH | MA | 01772 | N/A | EXEMPT ORG | OPERATIONS | $3,000 |
| FRIENDS OF BOLTON | |||||||
| 87 HOLLY DR | LEVITTOWN | PA | 19055 | N/A | EXEMPT ORG | OPERATIONS | $1,000 |
| FRIENDS OF FOSTER CHILDREN | |||||||
| 2640 GOLDEN GATE PKWY 11 | NAPLES | FL | 34105 | N/A | EXEMPT ORG | OPERATIONS | $10,000 |
| HODGES UNIVERSITY | |||||||
| 2655 NORTHBROOKE DR | NAPLES | FL | 34119 | N/A | EXEMPT ORG | OPERATIONS | $62,500 |
| JEANNE GEIGER CRISIS CENTER | |||||||
| 2 HARRIS ST | NEWBURYPORT | MA | 01950 | N/A | EXEMPT ORG | OPERATIONS | $15,000 |
| NAPLES HIGH SCHOOL | |||||||
| 1100 GOLDEN EAGLE CIR | NAPLES | FL | 34102 | N/A | EXEMPT ORG | OPERATIONS | $7,000 |
| NAPLES PLAYERS | |||||||
| 701 5TH AVE S | NAPLS | FL | 34102 | N/A | EXEMPT ORG | OPERATIONS | $10,000 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 121 GOODLETTE-FRANK RD | NAPLES | FL | 34102 | N/A | EXEMPT ORG | OPERATIONS | $10,000 |
| OUR MOTHER'S HOME | |||||||
| 18011 S TAMIAMI TRAIL 16 | FORT MYERS | FL | 33908 | N/A | EXEMPT ORG | OPERATIONS | $5,000 |
| RFK'S CHILDREN'S ACTION CORPS | |||||||
| 11 BEACON STE 820 | BOSTON | MA | 02108 | N/A | EXEMPT ORG | OPERATIONS | $50,000 |
| SALVATION ARMY | |||||||
| 3180 ESTEY AVE | NAPLES | FL | 34104 | N/A | EXEMPT ORG | OPERATIONS | $1,000 |
| SHELTER FOR ABUSED WOMEN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | N/A | EXEMPT ORG | OPERATIONS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $253,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
| Related Or Exempt Function Incm | $377,444 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,529 | ExclusionAmt |
| Related Or Exempt Function Incm | $377,444 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $491,973 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $2,470 | Amt |
| Net Investment Income | $1,235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,235 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (17 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| RJ NWQ | 2014-07 | PURCHASE | 2014-12 | $51,246 | $46,871 | $4,375 |
| RJ NWQ | 2013-12 | PURCHASE | 2014-12 | $149,437 | $127,319 | $22,118 |
| RJ AWAD | 2014-07 | PURCHASE | 2014-12 | $33,831 | $32,203 | $1,628 |
| RJ AWAD | 2013-12 | PURCHASE | 2014-12 | $251,196 | $197,950 | $53,246 |
| RJ DEL | 2014-07 | PURCHASE | 2014-12 | $7,388 | $9,155 | -$1,767 |
| RJ DEL | 2013-12 | PURCHASE | 2014-12 | $209,952 | $138,175 | $71,777 |
| RJ EAM-HQTAX | 2014-07 | PURCHASE | 2014-12 | $630,337 | $627,314 | $3,023 |
| RJ EAM-HQTAX | 2013-12 | PURCHASE | 2014-12 | $644,866 | $645,237 | -$371 |
| RJ EAM-HQTAX | 2014-07 | PURCHASE | 2014-12 | $115,670 | $115,670 | |
| RJ EAM-LCCG | 2014-07 | PURCHASE | 2014-12 | $108,140 | $112,410 | -$4,270 |
| RJ EAM-LCCG | 2013-12 | PURCHASE | 2014-12 | $179,630 | $121,795 | $57,835 |
| RJ FED | 2014-07 | PURCHASE | 2014-12 | $4,800 | $3,525 | $1,275 |
| RJ FED | 2013-12 | PURCHASE | 2014-12 | $52,412 | $32,030 | $20,382 |
| RJ LAZ | 2014-07 | PURCHASE | 2014-12 | $39,021 | $40,779 | -$1,758 |
| RJ LAZ | 2013-12 | PURCHASE | 2014-12 | $231,787 | $190,404 | $41,383 |
| RJ UMA-EINC | 2014-07 | PURCHASE | 2014-12 | $124,705 | $116,787 | $7,918 |
| RJ UMA-EINC | 2013-12 | PURCHASE | 2014-12 | $340,832 | $240,182 | $100,650 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES SECURITIES & MONEY MKT | FMV | $5,157,227 | $5,157,227 |
| TEDDY BEARS, ART, SHOP, FIXED ASSETS | FMV | $12,466 | $12,466 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ES 990PF PMTS | Desc |
| BOY Book Value | $3,817 | BOYBookValueAmt |
| EOY Book Value | $471 | EOYBookValueAmt |
| EOYFMV | $471 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $194,985 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| TRUST COMPANY FEES | $76,381 | $76,381 | |
| OFFICE EXPENSE | $1,657 | $828 | $829 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATION RETURNED - CHILDREN'S HOSPITAL | $37,500 |
| OTHER DIFFERENCES | $6,110 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FED EXCISE TAX | $329 | $329 | ||
| FOREIGN TAXES W/H - RJ AWAD | $14 | $14 | ||
| FOREIGN TAXES W/H - RJ DEL | $106 | $106 | ||
| FOREIGN TAXES W/H - RJ FED | $184 | $184 | ||
| FOREIGN TAXES W/H - RJ LAZ | $2,649 | $2,649 | ||
| FOREIGN TAXES W/H - RJ NWQ | $170 | $170 | ||
| OTHER | $70 | $35 | $35 | |
| PAYROLL TAXES | $5,891 | $5,891 |