JOSIAH A SPAULDING EDUCATION FUND: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOSIAH A SPAULDING EDUCATION FUND (EIN 22-3031985)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-30
- IRS object ID
- 201422119349200522
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-30T13:57:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043529783 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY & RURAK LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 PLEASANT ST | AddressLine1 |
| City | NORTH ANDOVER | City |
| State | MA | State |
| ZIP Code | 01845 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223031985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSIAH A SPAULDING EDUCATION FUND | BusinessNameLine1 |
| Business Name Line2 | C/O THERESA CONWAY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSI | BusinessNameControlTxt |
| Phone | 9785268336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 192 | AddressLine1 |
| City | MANCHESTER | City |
| State | MA | State |
| ZIP Code | 01944 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA CONWAY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9785268336 | PhoneNum |
| Signature | 2014-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE S ROY | PreparerPersonNm |
| PTIN | P00641000 | PTIN |
| Phone | 9784096180 | PhoneNum |
| Preparation | 2014-07-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $65,676 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $41,204 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $24,183 | ProgramServiceRevenueAmt |
| Investment Income | $289 | InvestmentIncomeAmt |
| Total Revenue | $65,676 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $37,650 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $800 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $6,084 | OtherExpensesTotalAmt |
| Total Expenses | $44,534 | TotalExpensesAmt |
| Excess Or Deficit For Year | $21,142 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $122,957 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $144,099 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,957 | BOYAmt |
| EOY | $144,099 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,957 | BOYAmt |
| EOY | $144,099 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,957 | BOYAmt |
| EOY | $144,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| GRANTS AND AWARDS FOR SCHOOL PROGRAMS | $37,650 | $42,672 |
| GRANTS AND AWARDS FOR SCHOOL PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $42,672 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SHANNON ERDMANN | ||
| TRUSTEE | 2.00 | $0 |
| HENRI BICHET | ||
| TRUSTEE | 2.00 | $0 |
| ALISON DALEY | ||
| TRUSTEE | 2.00 | $0 |
| THERESA CONWAY | ||
| TREASURER | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA CONWAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 PROCTOR STREET | AddressLine1 |
| City | MANCHESTER | City |
| State | MA | State |
| ZIP Code | 01944 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9785268336 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,205 | CurrentTaxYearAmt |
| Total | $245,413 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $23,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,183 | CurrentTaxYearAmt |
| Total | $47,456 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,388 | CurrentTaxYearAmt |
| Total | $292,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $292,869 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289 | CurrentTaxYearAmt |
| Total | $2,826 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289 | CurrentTaxYearAmt |
| Total | $2,826 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,677 | CurrentTaxYearAmt |
| Total | $295,695 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93720 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | MANCHESTER ESSEX REGIONAL SCHOOL DI P.O. BOX 1407 MANCHESTER, MA 01944 37,650 0 0 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES POSTAGE AND DELIVERY 1,260 PRINTING AND REPRODUCTION 3,278 FILING FEES 35 PROMOTIONAL ITEMS 472 SUPPLIES 55 PROGRAM EXPENSE 223 MISCELLANEOUS EXPENSES 60 EVENT PRODUCTION 313 EVENT SPACE RENTAL 200 WEBHOSTING 188 TOTAL 6,084 |
| FORM 990-EZ, PART III | TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION. |
| FORM 990-EZ, PART III, LINE 31 | GRANTS AND AWARDS FOR SCHOOL PROGRAMS |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| SHANNON ERDMANN |
| HENRI BICHET |
| ALISON DALEY |
| THERESA CONWAY |