ADELAIDE BREED BAYRD FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ADELAIDE BREED BAYRD FOUNDATION (EIN 04-6051258)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201423219349102412
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T14:24:00-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 EASTERN AVENUE | AddressLine1 |
| City | MALDEN | City |
| State | MA | State |
| ZIP Code | 02148 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MALDEN | City |
| State | MA | State |
| ZIP Code | 02148 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C HENRY KEEZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7813241231 | PhoneNum |
| Signature | 2014-11-17 | 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 | 2014-11-16 | PreparationDt |
| 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 | $33,989,935 | 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 | $28,536,617 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $507,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $507,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $619,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $619,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $619,805 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,324,364 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,988,152 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,127,171 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,473 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44,473 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $177,272 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,272 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,544 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,111 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,111 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,067 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $287,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $261,723 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,024,928 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,024,928 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,311,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $261,723 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,048,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,676,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $865,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,305 | CashBOYAmt |
| Cash EOY | $21,133 | CashEOYAmt |
| Cash EOYFMV | $21,133 | CashEOYFMVAmt |
| US Government Obligations BOY | $48,108 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $600,960 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $600,960 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,163,119 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,187,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,187,679 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $406,981 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,081,997 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,081,997 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $142,142 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $97,073 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,073 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,042 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $852 | LandBOYAmt |
| Land EOY | $1,093 | LandEOYAmt |
| Land EOYFMV | $1,093 | LandEOYFMVAmt |
| Total Assets BOY | $2,770,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,989,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,989,935 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $51,473 | AccountsPayableEOYAmt |
| Grants Payable EOY | $728,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $12,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $779,473 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,758,007 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,210,462 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,758,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,210,462 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,770,507 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,989,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,758,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,676,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $776,298 | OtherIncreasesAmt |
| Subtotal | $33,210,462 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,210,462 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GAIN ON SALE OF INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-12-31 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $619,805 | GrossSalesPriceAmt |
| Gain Or Loss | $619,805 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $619,805 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $619,805 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $946,394 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,836,906 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.333601 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $892,860 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,156,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.282855 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,023,368 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,188,587 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.320947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $945,976 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,457,019 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.273639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $934,874 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,126,382 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.226560 | DistributionYr5Rt |
| Total Distribution | 1.437602 | TotalDistributionRt |
| Average Distribution | 0.287520 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,507,982 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,471,495 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,654 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,480,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,048,728 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,309 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,309 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,309 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $24,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $24,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $54 | EsPenaltyAmt |
| Overpayment | $6,637 | OverpaymentAmt |
| Applied To ES Tax | $6,637 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | AddressLine1 |
| City | MALDEN | City |
| State | MA | State |
| ZIP Code | 02148 | 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 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| C HENRY KEZER | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | PRESIDENT | 1.00 | $8,900 | $0 | $0 |
| SUSAN C MANSUR | ||||||||
| PO BOX 589 | CENTER HARBOR | NH | 03226 | TREASURER | 1.00 | $13,300 | $0 | $0 |
| RICHARD R BURNS JR | ||||||||
| 204 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.00 | $8,900 | $0 | $0 |
| ROBERT M WALLASK | ||||||||
| 11 BONNIE LANE | BILLERICA | MA | 01821 | TRUSTEE | 1.00 | $3,300 | $0 | $0 |
| PAUL MCPHEETERS | ||||||||
| 235 FOREST STREET | MALDEN | MA | 02148 | TRUSTEE | 1.00 | $7,600 | $0 | $0 |
| H ALLEN STEVENS | ||||||||
| PO BOX 829 | JACKSON | NH | 03846 | TRUSTEE | 1.00 | $2,300 | $0 | $0 |
| DOROTHY WHITTIER | ||||||||
| 121 WILLOW STREET | READING | MA | 01867 | TRUSTEE | 1.00 | $3,300 | $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 |
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 | $2,024,928 | 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 | $22,850,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,850,743 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,850,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,507,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,125,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,125,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,309 | TotalTaxAmt |
| Distributable Before Adj | $1,108,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,108,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,108,090 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,048,728 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,048,728 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,048,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,108,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $729,487 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $774,099 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $871,079 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $735,030 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $809,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,919,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,048,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,108,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $940,638 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,859,664 | 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 | $729,487 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,130,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $774,099 | ExcessFromYear4Amt |
| Excess From Year3 | $871,079 | ExcessFromYear3Amt |
| Excess From Year2 | $735,030 | ExcessFromYear2Amt |
| Excess From Year1 | $809,331 | ExcessFromYear1Amt |
| Excess From Current Year | $940,638 | ExcessFromCurrentYearAmt |
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 | AddressLine1 |
| City | MALDEN | City |
| State | MA | State |
| ZIP Code | 02148 | ZIPCode |
| 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATTACHMENT #2 SCHEDULE OF GRANTS | |||||||
| SEE ATTACHMENT | SEE ATTACHMENT | MA | 99999 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $1,792,428 |
| ATTACHMENT #3 SCHEDULE OF DONATIONS | |||||||
| SEE ATTACHMENT | SEE ATTACHMENT | MA | 99999 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $25,000 |
| ATTACHMENT #4 SCHEDULE OF SCHOLARSHIPS | |||||||
| SEE ATTACHMENT | SEE ATTACHMENT | MA | 99999 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $207,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,024,928 | 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 | $507,366 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,324,364 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $619,805 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,831,730 | ExclusionAmt |
| Related Or Exempt Function Incm | $619,805 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,451,535 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BLANCHE SIMPSON BAYRD TUW GEORGE J | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $28,536,617 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $44,473 | Amt |
| Net Investment Income | $44,473 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 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 | $3,580 | 200DB | 7.000000000000 | $369 | $0 |
| FURNITURE & FIXTURES | 2007-05-18 | $937 | $812 | 200DB | 7.000000000000 | $83 | $0 |
| FURNITURE & FIXTURES | 2007-12-03 | $445 | $386 | 200DB | 7.000000000000 | $39 | $0 |
| VALLEY COMMUNICATIONS | 2008-09-02 | $2,005 | $1,890 | 200DB | 5.000000000000 | $115 | $0 |
| COMPUTER EQUIPMENT - LAPTOP COMPUTER | 2013-12-09 | $1,785 | 200DB | 5.000000000000 | $938 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,081,997 | EOYBookValueAmt |
| EOYFMV | $5,081,997 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $28,187,679 | EOYBookValueAmt |
| EOYFMV | $28,187,679 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $600,960 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $600,960 | 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 | $97,073 | BookValueAmt |
| EOYFMV | $97,073 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 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 | $3,949 | $184 |
| FURNITURE & FIXTURES | $937 | $895 | $42 |
| FURNITURE & FIXTURES | $445 | $425 | $20 |
| VALLEY COMMUNICATIONS | $2,005 | $2,005 | $0 |
| COMPUTER EQUIPMENT - LAPTOP COMPUTER | $1,785 | $938 | $847 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $2,453 | $2,453 | $0 |
| TELEPHONE EXPENSE | $558 | $558 | $0 |
| TRAVEL & ENTERTAINMENT | $1,599 | $1,599 | $0 |
| BANK CHARGES | $300 | $300 | $0 |
| FILING FEES | $1,970 | $1,970 | $0 |
| EQUIPMENT LEASE | $1,187 | $1,187 | $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 | $2,324,364 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,324,364 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADDITION FOR MERGING IN THE MARSHALL FOUNDATION, INC. TAX ID 04-2104687 | Description |
| Amount | $776,298 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT CONSULTANT | $182 | $182 | $0 |
| MANAGEMENT FEES | $80,000 | $80,000 | $0 |
| EASTERN BANK AGENCY FEES | $97,090 | $97,090 | $0 |