LUBRANO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: LUBRANO FAMILY CHARITABLE FOUNDATION (EIN 04-6835151)
Tax period: 2013-05-01 to 2014-04-30
Filed: 2014-07-15
IRS object ID: 201431969349100213
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-07-15T15:08:17-05:00	ReturnTs
Tax Period End	2014-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043107805	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PRAGUE & COMPANY PC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	15 WALNUT STREET STE 150	AddressLine1
City	WELLESLEY	City
State	MA	State
ZIP Code	02481	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	046835151	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUBRANO FAMILY CHARITABLE FOUNDATION	BusinessNameLine1
Business Name Line2	EMMETT LYNETRUSTEEC/O RICH MAY PC	BusinessNameLine2

Field	Value	IRS element (for citing)
Business Name Control	LUBR	BusinessNameControlTxt
Phone	6175563885	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	176 FEDERAL STREET	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02110	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AUTHORIZED SIGNER	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6175563885	PhoneNum
Signature	2014-07-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANDREW P PRAGUE	PreparerPersonNm
PTIN	P00451424	PTIN
Phone	7812375555	PhoneNum
Preparation	2014-07-15	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	$3,079,765	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$2,216,168	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$40,268	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$40,268	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$339,197	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,190,345	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,917,239	TotalRevAndExpnssAmt
Total Net Invst Incm	$40,268	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$828	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$828	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$855	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$855	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,683	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,683	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$82,825	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$82,825	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$87,508	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,683	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$82,825	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,829,731	ExcessRevenueOverExpensesAmt
Net Investment Income	$35,585	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$568,725	CashBOYAmt
Cash EOY	$1,502,730	CashEOYAmt
Cash EOYFMV	$1,502,730	CashEOYFMVAmt
Corporate Stock BOY	$324,497	CorporateStockBOYAmt
Corporate Stock EOY	$985,108	CorporateStockEOYAmt
Corporate Stock EOYFMV	$987,929	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$351,589	CorporateBondsBOYAmt
Corporate Bonds EOY	$586,704	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$589,106	CorporateBondsEOYFMVAmt
Total Assets BOY	$1,244,811	TotalAssetsBOYAmt
Total Assets EOY	$3,074,542	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,079,765	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$1,244,811	UnrestrictedBOYAmt
Unrestricted EOY	$3,074,542	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,244,811	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,074,542	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,244,811	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,074,542	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,244,811	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,829,731	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$3,074,542	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,074,542	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JPM CHASE CAPITAL XIX	P	2007-09-11	2013-05-08	$55,000	$54,424	$576	$576
MARLBOROUGH SOFTWARE DEV	P	2012-03-20	2013-12-12	$2,275	$50,000	-$47,725	-$47,725
NEXTERA ENERGY CAP H CLD	P	2009-08-31	2014-03-03	$35,000	$39,893	-$4,893	-$4,893
COMMONWEALTH REIT	P	2009-11-18	2014-04-04	$52,449	$50,000	$2,449	$2,449
FNMA PRFD SERIES T	P	2008-08-15	2014-04-04	$29,653	$40,600	-$10,947	-$10,947
EATON VANCE LTD	P	2004-09-13	2014-04-04	$15,370	$19,354	-$3,984	-$3,984
GEOGIA POWER CO.	P	2009-08-31	2014-04-04	$41,379	$38,988	$2,391	$2,391
INDEXPLUS TR CERTIFICATE	P	2004-09-22	2014-04-07	$21,267	$19,613	$1,654	$1,654
REALTY INC.	P	1997-07-02	2014-04-04	$81,424	$24,396	$57,028	$57,028
STAPLES, INC.	P	2011-02-23	2014-04-04	$489,714	$847,851	-$358,137	-$358,137
VORNADO RLTY	P	2010-04-27	2012-04-04	$108,605	$108,071	$534	$534
L SAYLES STRAT INC.	P	2007-05-08	2012-04-04	$253,200	$229,050	$24,150	$24,150
INGERSOLL-RAND, PLC	P	2014-04-04	2014-04-16	$2,461	$2,463	-$2	-$2
MARATON OIL, CORP.	P	2014-04-04	2014-04-16	$1,016	$996	$20	$20
TWENTY-FIRST CENTURY	P	2014-04-04	2014-04-16	$1,532	$1,601	-$69	-$69
REALTY, INC.	P	1997-07-02	2014-01-01		$1,664	-$1,664	-$1,664
EATON VANCE LTD	P	2004-09-13	2014-01-01		$33	-$33	-$33
OTHER ADJUSTMENTS TO BASIS	P	2014-04-30	2014-04-30		$545	-$545	-$545

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$339,197	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$42,350	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,223,169	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.034623	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$60,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,240,934	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.048351	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$57,355	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,228,823	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.046675	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$55,300	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,120,698	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.049344	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$76,850	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,017,453	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.075532	DistributionYr5Rt
Total Distribution	0.254525	TotalDistributionRt
Average Distribution	0.050905	AverageDistributionRt
Net Vl Noncharitable Assets	$2,261,622	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$115,128	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$356	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$115,484	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$82,825	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$712	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$712	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$712	TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$16	EsPenaltyAmt
Tax Due	$728	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	KATHRYN ROBINSON	IndividualWithBooksNm
Phone	4012740980	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	87 TRANSIT STREET	AddressLine1
City	PROVIDENCE	City
State	RI	State
ZIP Code	02906	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
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
ELIZABETH ANN DWYER
47 HILL FARM ROAD	PEMBROKE	MA	02359	ADVISORY COMMITTEE MEMBER	0.00	$0	$0	$0
STACY JEAN LAMSON
51 SOUTH HAMPTON STREET	AMESBURY	MA	01913	ADVISORY COMMITTEE MEMBER	0.00	$0	$0	$684
KATHRYN LUBRANO ROBINSON
87 TRANSIT STREET	PROVIDENCE	RI	02906	ADVISORY COMMITTEE MEMBER	1.00	$0	$0	$0
JENNIFER LYNN CLAYTON
25 COLE ROAD	HINGHAM	MA	02043	ADVISORY COMMITTEE MEMBER	0.00	$0	$0	$0
STEPHEN DAVID LUBRANO
30 GOODFELLOW HILL RAOD	HANOVER	NH	03755	ADVISORY COMMITTEE MEMBER	0.00	$0	$0	$0
EMMETT E LYNE
176 FEDERAL STREET	BOSTON	MA	02110	TRUSTEE	1.00	$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION'S SOLE CHARITABLE ACTIVITY DURING THE TAX YEAR WAS TO MAKE CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS, EACH OF WHICH IS AN IRC SEC. 501(C)(3) ORG.	Description1Txt
Expenses1	$0	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	$957,490	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,338,573	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,296,063	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,296,063	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$34,441	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,261,622	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$113,081	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$113,081	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$712	TaxBasedOnInvestmentIncomeAmt
Total Tax	$712	TotalTaxAmt
Distributable Before Adj	$112,369	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$112,369	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$112,369	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$82,825	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$82,825	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$82,825	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$112,369	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$25,862	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$578	ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov	$26,440	TotalExcessDistributionCyovAmt
Qualifying Distributions	$82,825	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$82,825	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$26,440	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$26,440	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	$3,104	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 (67 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMOS HOUSE
413 FRIENSHIP ST	PROVIDENCE	RI	02907	HOUSEING	$250
BELMONT HILL SCHOOL
350 PROSPECT STREET	BELMONT	MA	02478	EDUCATIONAL	$1,000
BROWN UNIVERSITY
45 PROSPECT STREET	PROVIDENCE	RI	02912	EDUCATONAL	$2,000
COLBY COLLEGE
541 MAIN STREET	NEW LONDON	NH	03257	EDUCATIONAL	$4,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICE	HANOVER	NH	03755	EDUCATIONAL	$1,250
FORK UNION MILITARY ACADEMY
4744 JAMES MADASON HWY	FORK UNION	VA	23055	EDUCATIONAL	$2,000
HANOVER HIGH SCHOOL
287 CEDAR STREET	HANOVER	MA	02339	EDUCATIONAL	$1,000
HILTON WINN FARM
189 OQUNQUITE ROAD	CAPE NEDDIC	ME	03902	EDUCATIONAL	$2,750
HOLDERNESS SCHOOL
33 CHAPEL LN	HOLDERNESS	NH	02345	EDUCATIONAL	$1,000
MAINE STREET CONGREGATIONAL CHURCH
366 MAIN STREET	HINGHAM	MA	02043	RELIGOUS	$6,400
MASS INC
11 BEACON STREET	BOSTON	MA	02108	EDUCATIONAL	$1,000
MOOSE POND ASSOC
354 MOUNTAIN ROAD	BRIDGTON	ME	04009	ENVIRONMENTAL	$1,000
NATIVITY PREPARATORY SCHOOL
39 LAMARTINE STREET	JAMACIA PLANE	MA	02130	EDUCATIONAL	$3,500
PAN MASS CHALLENGE
77 FOURTH AVENUE	NEEDHAM	MA	02494	MEDICAL RESEARCH	$250
PEMBROKE HISTORICAL SOCIETY
116 CENTER STREET	PEMBROKE	MA	02359	ENVIRONMENTAL	$2,500
RIVIER COLLEGE
420 S MAIN STREET	NASHUA	NH	03060	EDUCATIONAL	$500
ST LAWRENCE UNIVERSITY
23 ROMODA DRIVE	CANTON	NY	13617	EDUCATIONAL	$1,750
THAYER ACADEMY
745 WASHINGTON STREET	BRAINTREE	MA	02184	EDUCATIONAL	$500
THE STEPHEN GLIDDEN FOUNDATION
PO BOX 1427	POINT ROBERTS	WA	98281	EDUCATIONAL	$4,500
THE STEPPINGSTONE FOUNDATION
155 FEDERAL STREET	BOSTON	MA	02110	EDUCATIONAL	$250
THE WESTOVER SCHOOL
1237 WHITEMORE STREET	MIDDLEBURY	CT	06762	EDUCATIONAL	$500
TUCH SCHOOL OF BUSINESS
100 TUCK DRIVE	HANOVER	NH	03755	EDUCATIONAL	$1,000
AMERICAN CANCER SOCIETY
9 RIVERSIDE ROAD	WESTON	MA	02493	RESEARCH	$250
GAYHEAD COMMUNITY ASSOCIATION
PO BOX 494	CHILMARK	MA	02535	EDUCATIONAL	$400
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE	BOSTON	MA	02215	MEDICAL RESEARCH	$1,500
BREAKTHROUGH MANCHESTER AT THE DERRYFIELD SCHOOL
2108 RIVER ROAD	MANCHESTER	NH	03104	EDUCATIONAL	$1,500
BREAKTHROUGH PROVIDENCE (WHEELER SCHOOL)
216 HOPE STREET	PROVIDENCE	RI	02906	EDUCATIONAL	$1,500
BRIDGES TO COMMUNITY
95 CROTON AVE	OSSINING	NY	10562	EDUCATIONAL	$1,000
CHILDREND'S LITERACY FOUNDATION
1536 LOOMIS HILL ROAD	WATERBURY CENTER	VT	05677	EDUCATIONAL	$1,000
CITY YEAR SAN ANTONIO
109 N SAN SABA STREET	SAN ANTONIO	TX	78207	EDUCATIONAL	$500
COVER HOME REPAIR
158 SOUTH MAIN STREET	WHITE RIVER JUNCTIONS	VT	05001	EDUCATIONAL	$500
DAY ONE RI
100 MEDWAY STREET	PROVIDENCE	RI	02906	EDUCATIONAL	$750
DEERFIELD ACADEMY
7 BOYDEN ROAD	DEERFIELD	MA	01342	EDUCATIONAL	$500
DERBY ACADEMY
56 BURDITT AVE	HINGHAM	MA	02043	EDUCATIONAL	$500
DOCTORS WITHOUT BORDERS
3337TH AVENUE	NEW YORK	NY	10001	EDUCATIONAL	$500
EMERALD NECKLACE CONSERVANCY
125 FENWAY	BOSTON	MA	02115	ENVIRONMENTAL	$250
FOX POINT NEIGHBORHOOD ASSOCIATION
55 WICKENDEN STREET	PROVIDENCE	RI	02903	ENVIRONMENTAL	$100
HANOVER CONSERVANCY
16 BUCK ROAD	HANOVER	NH	03755	ENVIRONMENTAL	$500
HEADING HOME
529 MAIN STREET	CHARLESTOWN	MA	02129	EDUCATIONAL	$1,000
HEIFER INTERNATIONAL
1 WORLD AVE	LITTLE ROCK	AR	72202	EDUCATIONAL	$500
MA HISTORICALSOCIETY
1154 BOYLSTON STREET	BOSTON	MA	02215	ENVIRONMENTAL	$500
JAYMES FUND FOR SOCIAL JUSTICE
PO BOX 25	E DERRY	NH	03041	EDUCATIONAL	$1,000
JETT FOUNDATION
68 EVERGREEN STREET	KINGSTON	MA	02364	EDUCATIONAL	$1,000
PEMBROKE FOOD PANTRY
142 CENTER STREET	PEMBROKE	MA	02359	ENVIRONMENTAL	$4,000
POINT O WOODS COMMUNITY FUND
60 BROADWAY	PLEASANTVILLE	NY	10570	EDUCATIONAL	$1,500
PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREET	PROVIDENCE	RI	02903	MEDICAL	$250
RUNWAY FOR RECOVERY
65 MIDDLE STREET	NEWBURYPORT	MA	01950	EDUCATINAL	$425
SMILOW CANCER HOSPITAL AT YALE-NEW HAVEN
20 YORK STREET	NEW HAVEN	CT	06510	MEDICAL	$500
ST JOHN'S EPISCOPALIAN CHURCH
1 ROANOKE AVE	JAMAICA PLAIN	MA	02130	RELIGOUS	$250
THE FRIENDS OF LILLY LIBRARY
19 MEADOW STREET	FLORENCE	MA	01062	EDUCATIONAL	$250
THE GOVERNORS ACADEMY
1 ELM STREET	BYFIELD	MA	01922	EDUCATIONAL	$1,000
THE HOWE LIBRARY
13 SOUTH STREET	HANOVER	NH	03755	EDUCATIONAL	$1,000
THE PEMBROKE HISTORICAL SOCIETY
100 CENTER STREET	PEMBROKE	MA	02359	ENVIRONMENTAL	$1,500
THE POMFRET SCHOOL
398 POMFRET STREET	POMFRET	CT	06258	EDUCATIONAL	$500
THE TRUSTEES OF RESERVATIONS
464 ABBOTT AVE	LEOMINSTER	MA	01453	ENVIRONMENTAL	$600
TOWN OF AQUINNAH
65 STATE ROAD	AQUINNAH	MA	02535	ENVIRONMENTAL	$1,000
UPPER VALLEY HAVEN
713 HARTFORD AVE	WHITE RIVER JUNCTIONS	VT	05001	ENVIRONMENTAL	$1,000
VT YOUTH CONSERVATION CORP
1949 E MAIN STREET	RICHMOND	VT	05477	EDUCATIONAL	$250
WATER FIRE PROVIDENCE
101 REGENT AVE	PROVIDENCE	RI	02908	ENVIRONMENTAL	$1,500
WOMENS FUND OF ESSEX
175 ANDOVER STREET	DANVERS	MA	01923	EDUCATIONAL	$500
WONDER WORKS
420 FITH AVENUE	NEW YORK	NY	10018	EDUCATIONAL	$500
YOUTH IN ACTION
672 BROAD STREET	PROVIDENCE	RI	02907	EDUCATIONAL	$150
ALZHEIMERS ASSOCIATION OF MA
480 PLEASANT STREET	WATERTOWN	MA	02472	MEDICAL	$1,000
LUCKY LAB RESCUE
4822 TITTLEIST DRIVE	CHARLOTTE	NC	28777	MEDICAL	$500
CROSROADS RI
160 BROAD STREET	PROVIDENCE	RI	02903	EDUCATIONAL & MEDICAL	$250
CORNELL UNIVERSITY CAREER SERVICE DIRECTOR FUND
130 E SENECA STREET	ITHACA	NY	14850	EDUCATIONAL	$250
DANA FARBER FOUNDATION
450 BROOKLINE AVE	BOSTON	MA	02215	EDUCATIONAL	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$82,825	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	$40,268	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$339,197	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$298,929	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$298,929	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1	CityContributorUSAddress/City	StateContributorUSAddress/State	ZIP CodeContributorUSAddress/ZIPCode	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
DAVID G LUBRANO 1992 TRUST
1	51 SOUTH HAMPTON ROAD	AMESBURY	MA	01913	$1,368,317	Yes (X)
DAVID G LUBRANO 1992 TRUST
2	51 SOUTH HAMPTON ROAD	AMESBURY	MA	01913	$847,851		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	2	ContributorNum
Noncash Property	40,422 SHARES OF STAPLES, INC	NoncashPropertyDesc
Fair Market Value	$847,851	FairMarketValueAmt
Received	2013-10-21	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,000	Amt
Net Investment Income	$3,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIXED INCOME	BondNm
EOY Book Value	$586,704	EOYBookValueAmt
EOYFMV	$589,106	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUNDS	$466,928	$465,325
EQUITIES	$518,180	$522,604

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL ACCOUNT FEE	$150	$150	$0
OTHER FEES	$21	$21	$0
ADMINISTRATIVE COSTS	$684	$684	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF MASSACHUSETTS	$35	$35	$0
4/30/13 FEDERAL TAXES DUE	$793	$793	$0