SHOLLEY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHOLLEY FOUNDATION INC (EIN 04-6014010)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2014-09-02
- IRS object ID
- 201412459349100301
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-02T08:53:50-05:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041378465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046014010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOLLEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOL | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY KATHLEEN O'CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2014-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701667 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,350,511 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $263,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,011 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,299 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,765 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,071 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,694 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,421 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,432 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,989 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $914 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,912 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,912 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $330,737 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $346,454 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $363,371 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $956,494 | CorporateStockBOYAmt |
| Corporate Stock EOY | $944,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,942,228 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,313,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,335,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,350,511 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,313,206 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,335,842 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,313,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,335,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,313,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,335,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,313,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,335,842 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,335,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 SHS DENTSPLY INTL INC | P | 2006-11-16 | 2013-12-24 | $19,448 | $12,959 | $6,489 | $6,489 |
| 700 SHS JP MORGAN CHASE & CO | P | 1992-11-17 | 2013-12-24 | $40,690 | $11,849 | $28,841 | $28,841 |
| 200 SHS MEDTRONIC INC | P | 2000-07-26 | 2013-12-24 | $11,459 | $10,575 | $884 | $884 |
| 100 SHS MEDTRONIC INC | P | 2004-03-02 | 2013-12-24 | $5,730 | $4,826 | $904 | $904 |
| 500 SHS PACCAR INC | P | 2001-10-02 | 2013-12-24 | $29,015 | $5,026 | $23,989 | $23,989 |
| 300 SHS STATE STREET CORP | P | 1995-03-10 | 2013-12-24 | $21,666 | $2,353 | $19,313 | $19,313 |
| 60000 US TREAS NTS 4.250% 8/15/13 | P | 2007-10-11 | 2013-08-15 | $60,000 | $59,987 | $13 | $13 |
| 75000 US TREAS NTS 2.250% 5/31/14 | P | 2013-12-27 | 2014-03-10 | $75,281 | $75,703 | -$422 | -$422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,011 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $83,310 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,025,690 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | .041127 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,783 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,929,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | .043941 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,261 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,905,785 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | .042639 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,675 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,853,764 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | .045677 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,932 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,865,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | .046609 | DistributionYr5Rt |
| Total Distribution | .219993 | TotalDistributionRt |
| Average Distribution | .043999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,242,191 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,654 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,258 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,912 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,183 | 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 | $1,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $936 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $936 | TotalPaymentsAndCreditsAmt |
| Tax Due | $322 | 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 | Yes (1) | 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 | MARY KATHLEEN O'CONNELL | IndividualWithBooksNm |
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
| 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 | Yes (1) | 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOAN M SHOLLEY MOYNAGH | ||||||||
| 77 MORTON ROAD | MILTON | MA | 02186 | SECRETARY/TRUSTEE | 2.00 | $6,600 | $0 | $0 |
| MARY KATHLEEN O'CONNELL | ||||||||
| GOODWIN PROCTER LLP EXCHANGE PL | BOSTON | MA | 021082881 | TREASURER/TRUSTEE | 2.00 | $17,165 | $0 | $0 |
| J ADAM SHOLLEY | ||||||||
| 77 MORTON ROAD | MILTON | MA | 02186 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER B SHOLLEY | ||||||||
| 1120 11TH ST | W BOCA GRANDE | FL | 33921 | TRUSTEE/PRESIDENT | 0.00 | $0 | $0 | $0 |
| LUCINDA SHOLLEY | ||||||||
| 41 HIGHLAND STREET | DEDHAM | MA | 02026 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER N SHOLLEY | ||||||||
| 3743 20TH STREET | SAN FRANCISCO | CA | 94110 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,223,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,276,336 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,276,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,242,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,258 | TotalTaxAmt |
| Distributable Before Adj | $110,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,183 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,258 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,898 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,898 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,285 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $97,567 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN REPERTORY THEATRE | |||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT | $1,500 |
| ARTS EMERSON | |||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | SUPPORT | $3,000 |
| BANCROFT SCHOOL | |||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BARRIER ISLANDS PARKS SOCIETY | |||||||
| PO BOX 637 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| BETH ISRAEL HOSPITAL | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | SUPPORT | $2,000 |
| BOCA GRANDE CHILD CARE CENTER | |||||||
| 50 CONGRESS ST | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BOCA GRANDE HISTORICAL SOCIETY | |||||||
| 170 PARK AVE | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BOSTON PUBLIC LIBRARY | |||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BOYS & GIRLS CLUB | |||||||
| 50 CONGRESS ST SUITE 730 | BEREA | ME | 021093803 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BUDDY DOG HUMANE SOCIETY | |||||||
| 151 BOSTON POST ROAD | SUDBURY | MA | 017763173 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| CAPE ELEUTHERA FOUNDATION | |||||||
| PO BOX 6008 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| CARNEGIE HERITAGE AND ART CENTER | |||||||
| 110 EAST VINCENNES ST | LINTON | IN | 47441 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| CERES INC SANTA ROSA | |||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| COALITION TO SAVE BUZZARDS BAY | |||||||
| 620 BELLEVILLE AVE | NEW BEDFORD | MA | 02745 | NONE | PUBLIC CHARITY | SUPPORT | $2,000 |
| COMMONWEALTH SHAKESPEARE CO | |||||||
| 126 LEWIS WHARF | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT | $9,500 |
| COMMUNITY SERVINGS | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | SUPPORT | $7,500 |
| CREATING WELLNESS | |||||||
| 9404 KENSINGTON COURT | WINDSOR | CA | 95492 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| CT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | SUPPORT | $1,500 |
| DUKE UNIVERSITY | |||||||
| DURHAM FWY | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| ECHO | |||||||
| 17391 DURRANCE ROAD | FORT MEYERS | FL | 33912 | NONE | PUBLIC CHARITY | SUPPORT | $2,000 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | SUPPORT | $6,500 |
| FAMILIES FOR DEPRRESSION AWARENESS | |||||||
| 395 TOTTEN POND ROAD | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| FORBES HOUSE MUSEUM | |||||||
| 215 ADAMS STREET | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $2,000 |
| FRIENDS OF ANIMALSCULEBRA | |||||||
| 777 POST RD SUITE 205 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| FRIENDS OF BOCA GRANDE COMM CTR | |||||||
| PO BOX 1222 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| GULF COAST CONSERVATION FOUNDATION | |||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| JOHANN FUST LIBRARY | |||||||
| PO BOX 309 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| KIVA | |||||||
| 3180 18TH ST SUITE 201 | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| MARINE BIOLOGICAL LAB | |||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | SUPPORT | $5,000 |
| MILTON ACADEMY | |||||||
| 170 CENTRE ST | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT CURRENT PROGRAMS | $1,000 |
| MILTON ANIMAL SHELTER | |||||||
| 181 GOVERNOR STOUGHTON LANE | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| MILTON PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 314 | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NEW ENGLAND AQUARIUM | |||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NO BENNET ST INDUSTRIAL SCHOOL | |||||||
| 39 NORTH BENNETT STREET | BOSTON | MA | 02113 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NOBLE & GREENOUGH SCHOOL | |||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | CLASS OF 1946 | $1,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 021155008 | NONE | PUBLIC CHARITY | SHOLLEY SCHOLARSHIP | $5,000 |
| NORTHERN CALIFORNIA FAMILY DOG RESCUE | |||||||
| PO BOX 40177 | SAN FRANCISCO | CA | 94140 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| PEOPLE OF CATS SHELTER | |||||||
| PO BOX 422 | W FALMOUTH | MA | 02540 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| PLANNED PARENTHOOD OF MA | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 021093803 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVE 2750 | WINTER PARK | FL | 327894499 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| SALT POND AREAS BIRD SANCTUARIES INC | |||||||
| PO BOX 535 | W FALMOUTH | MA | 02574 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| ST JUDE'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| SUNCOAST HUMANE SOCIETY | |||||||
| 6781 SAN CASA DRIVE | ENGLEWOOD | FL | 342248149 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| THE MOUNT | |||||||
| BOX 974 | LENOX | MA | 01240 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| THEATER OFFENSIVE TRUE COLORS | |||||||
| 565 BOYALSTON ST | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | SUPPORT | $1,500 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| VICENNES UNIVERSITY FOUNDATION - VERONICA & LINDSAY TURNER SCHOOL FUND | |||||||
| 1002 N FIRST ST | VINCENNES | IN | 47591 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| YEAR UP | |||||||
| 93 SUMMER ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,299 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,299 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1200 SHS COCA COLA CO | $819 | $48,948 |
| 1200 SHS COLGATE PALMOLIVE | $7,481 | $80,760 |
| 1000 SHS PEPSICO INC | $15,975 | $85,890 |
| 1000 SHS PROCTER & GAMBLE | $62,905 | $82,550 |
| 2000 SHS SYSCO CORP | $19,931 | $72,860 |
| 600 SHS WALGREEN CO | $20,272 | $40,740 |
| 1400 SHS EXXON MOBIL CORP | $5,007 | $143,374 |
| 400 SHS SCHLUMBERGER LTD | $27,706 | $40,620 |
| 500 SHS BERKSHIRE HATHAWAY INC CL B | $24,240 | $64,425 |
| 700 SHS STATE STREET CORP | $5,490 | $45,192 |
| 1000 SHS JOHNSON & JOHNSON | $5,008 | $101,290 |
| 1300 SHS MERCK & CO INC | $25,850 | $76,128 |
| 700 SHS NOVARTIS AG SPONS ADR | $38,957 | $60,858 |
| 1289 SHS PFIZER INC | $29,918 | $40,320 |
| 400 SHS STRYKER CORP | $9,258 | $31,100 |
| 200 SHS CATERPILLAR INC | $7,832 | $21,080 |
| 700 SHS EMERSON ELECTRIC | $19,530 | $47,726 |
| 800 SHS EXPEDITORS INTL WASH INC | $13,930 | $32,992 |
| 2000 SHS GENERAL ELECTRIC | $27,673 | $53,780 |
| 400 SHS AUTOMATIC DATA PROCESSING INC | $18,709 | $31,184 |
| 1200 SHS CISCO SYSTEMS INC | $28,205 | $27,732 |
| 800 SHS EMC CORP MASS | $19,031 | $20,640 |
| 400 SHS LINEAR TECHNOLOGY CORP | $14,250 | $17,800 |
| 700 SHS MICROSOFT CORP | $22,516 | $28,280 |
| 1200 SHS WESTERN UNION CO | $25,282 | $19,044 |
| 300 SHS BHP BILLITON LTD SPONS ADR | $14,096 | $21,162 |
| 200 SHS PRAXAIR INC | $12,818 | $26,110 |
| 300 SHS SIGMA ALDRICH CORP | $15,386 | $28,863 |
| 1000 SHS SOUTHERN CO | $31,183 | $45,830 |
| 3212.96 SHS DODGE & COX INTL STOCK FUND | $111,927 | $143,844 |
| 1231.47 SHS VANGUARD INTL GROWTH FD | $19,901 | $28,632 |
| 600 SHS ABBOTT LABS | $14,460 | $23,244 |
| 2000 SHS APPLIED MATERIALS INC | $27,820 | $38,120 |
| 1400 SHS AT&T | $40,754 | $49,980 |
| 1200 SHS VERIZON COMM | $41,952 | $56,076 |
| 1000 SHS ABB LTD SPONS AMERICAN DEP REC | $18,560 | $23,920 |
| 300 SHS UNITED TECHNOLOGIES CORP | $23,136 | $35,499 |
| 300 SHS 3M | $25,458 | $41,727 |
| 600 SHS ABBVIE INC | $15,680 | $31,248 |
| 1000 KINDER MORGAN INC | $35,570 | $32,660 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $346,454 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $363,371 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,421 | LegalFeesAmt |
| Net Investment Income | $2,432 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,989 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $914 | $914 | $0 |
| FEDERAL TAXES | $1,028 | $0 | $0 |