STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ISLAND FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ISLAND FOUNDATION INC (EIN 04-2670567)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-30
IRS object ID
201433039349100608
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-10-30T14:16:41-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043279487PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREGORY M ELIASEN CPA PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1271 MAIN STREETAddressLine1
CitySTONEHAMCity
StateMAState
ZIP Code02180ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042670567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISLAND FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlISLABusinessNameControlTxt
Phone5087482809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREETAddressLine1
CityMARIONCity
StateMAState
ZIP Code02738ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOLIVER MOOREPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5087482809PhoneNum
Signature2014-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00234730PTIN
Phone7814383700PhoneNum
Preparation2014-03-26PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$61,714,943FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$135InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$135InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,592,738DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,592,738DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,234,119NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,660,394GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,234,119CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,826,992TotalRevAndExpnssAmt
Total Net Invst Incm$4,826,992TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$100,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$61,965OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$6,197OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$92,707PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$9,271PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,133LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$213LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,460AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,346AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$32,257OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,226OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$107,867TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,265TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$8,171DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$8,171DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$21,923OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$2,192OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$11,391TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,139TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$41,681OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,169OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$493,555TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,018TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,171TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,691,006ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,709,006ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,184,561TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,018TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,171TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,709,006TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,642,431ExcessRevenueOverExpensesAmt
Net Investment Income$4,760,974NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,058,767SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$268,466SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$268,466SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$4,243PrepaidExpensesBOYAmt
Other Investments BOY$53,464,951OtherInvestmentsBOYAmt
Other Investments EOY$61,290,982OtherInvestmentsEOYAmt
Other Investments EOYFMV$61,290,982OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$310,085LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$154,590LandBldgEquipAccumDeprecAmt
Land BOY$155,866LandBOYAmt
Land EOY$155,495LandEOYAmt
Land EOYFMV$155,495LandEOYFMVAmt
Total Assets BOY$55,683,827TotalAssetsBOYAmt
Total Assets EOY$61,714,943TotalAssetsEOYAmt
Total Assets EOYFMV$61,714,943TotalAssetsEOYFMVAmt
Accounts Payable BOY$18,839AccountsPayableBOYAmt
Accounts Payable EOY$24,295AccountsPayableEOYAmt
Grants Payable BOY$134,000GrantsPayableBOYAmt
Grants Payable EOY$152,000GrantsPayableEOYAmt
Other Liabilities BOY$58,589OtherLiabilitiesBOYAmt
Other Liabilities EOY$228,199OtherLiabilitiesEOYAmt
Total Liabilities BOY$211,428TotalLiabilitiesBOYAmt
Total Liabilities EOY$404,494TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$55,472,399UnrestrictedBOYAmt
Unrestricted EOY$61,310,449UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$55,472,399TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$61,310,449TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$55,683,827TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$61,714,943TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,472,399TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,642,431ExcessRevenueOverExpensesAmt
Other Increases$4,195,619OtherIncreasesAmt
Subtotal$61,310,449SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$61,310,449TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 46486556 SHORT TERMP$1,572,593$1,293,188$279,405$279,405
CHARLES SCHWAB 46486556 LONG TERMP$5,977,855$4,665,467$1,312,388$1,312,388
CHARLES SCHWAB XXX-XX-XXXX SHORT TERMP$1,294,794$1,221,970$72,824$72,824
CHARLES SCHWAB 78812090 LONG TERMP$1,815,152$1,540,420$274,732$274,732
CAPITAL GAIN DISTRIBUTIONSP$647,385$647,385
CAPITAL GAIN DISTRIBUTIONSP$647,385$647,385
FieldValueIRS element (for citing)
Capital Gain Net Income$3,234,119CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$999,614NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,673,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$51,682,224NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051720DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,081,371AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$38,616,714NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053898DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,904,201AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$36,222,741NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052569DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,878,492AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$31,930,265NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058831DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,330,307AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$38,246,283NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.060929DistributionYr5Rt
Total Distribution0.277947TotalDistributionRt
Average Distribution0.055589AverageDistributionRt
Net Vl Noncharitable Assets$57,319,463NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,186,332AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$47,610NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,233,942AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,709,006QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$95,219InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$95,219SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$95,219TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$41,360EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$41,360TotalPaymentsAndCreditsAmt
Tax Due$53,859TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksOLIVER MOORE TREASURERIndividualWithBooksNm
Phone5087482809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREETAddressLine1
CityMARIONCity
StateMAState
ZIP Code02738ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HANNAH MOORE
589 MILL STREETMARIONMA02738PRESIDENT5.00$0$0$0
PETER NESBEDA
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
DOUGLAS WATSON
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
DENISE PORCHE
589 MILL STREETMARIONMA02738ASSISTANT CLERK40.00$100,000$24,295$0
MICHAEL PUZO
589 MILL STREETMARIONMA02738CLERK5.00$0$0$0
KATHARINE CLARK
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
KIM CLARK
589 MILL STREETMARIONMA02738VICE PRESIDENT5.00$0$0$0
STEPHEN CLARK
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM CLARK
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
DAVID CLARK
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
CHRISTOPHER MOORE
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
MICHAEL MOORE
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
OLIVER MOORE
589 MILL STREETMARIONMA02738TREASURER5.00$0$0$0
SAMUEL MOORE
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM MOORE
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
HANNAH NESBEDA
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
JOANN WATSON
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
CHRISTOPHER TUPPER
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
EMILY RICE
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
HELEN TUPPER
589 MILL STREETMARIONMA02738DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S PRIORITIES FALL WITHIN THREE MAJOR CATEGORIES - ENVIRONMENT, COMMUNITY DEVELOPMENT IN NEW BEDFORD AND ALTERNATIVE EDUCATION.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$58,183,573AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,775AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$58,192,348TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$58,192,348AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$872,885CashDeemedCharitableAmt
Net Vl Noncharitable Assets$57,319,463NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,865,973MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,865,973MinimumInvestmentReturnAmt
Tax Based On Investment Income$95,219TaxBasedOnInvestmentIncomeAmt
Total Tax$95,219TotalTaxAmt
Distributable Before Adj$2,770,754DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,770,754DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,770,754DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,709,006ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,709,006QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,709,006AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,770,754DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$130,238ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$130,238TotalExcessDistributionCyovAmt
Qualifying Distributions$2,709,006QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,709,006AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$61,748ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$61,748ExcessDistributionCyovAppCYAmt
Total Corpus$68,490TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$68,490ExcessDistriCyovToNextYrAmt
Excess From Year1$68,490ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDENISE PORCHERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREETAddressLine1
CityMARIONCity
StateMAState
ZIP Code02738ZIPCode
FieldValueIRS element (for citing)
Recipient Phone5087482809RecipientPhoneNum
Form And Info And MaterialsAPPLYING IS A TWO-STEP PROCESS - A LETTER OF INQUIRY OR PHONE CALL AND SENDING THE FOUNDATION A FULL PROPOSAL. INCLUDE WITH LETTER OF INQUIRY A DESCRIPTION OF THE PROJECT, OR CALL THE FOUNDATION TO DISCUSS THE PROJECT IDEA. INCLUDE WITH THE PROPOSAL A COVER LETTER THAT SPECIFIES THE AMOUNT OF FUNDING SOUGHT, SUMMARY OF THE PROPOSAL IDEA, PRODUCTS AND TIMEFRAME. THREE TO FIVE PAGES WHICH BRIEFLY DESCRIBE THE HISTORY OF THE ORGANIZATION, PROJECT GOALS, METHODS FOR REACHING GOALS, NEED FOR THE PROJECT,QUALIFICATIONS OF THE ORGANIZATION AND STAFF AND MEASURES OF SUCCESS. ATTACH A PROJECT BUDGET AND PAST AND CURRENT YEAR BUDGETS FOR THE OVERALL ORGANIZATION, RECENT FINANCIAL STATEMENT OR AUDIT, LIST OF BOARD OF DIRECTORS AND STAFF, IRS DETERMINATION LETTER INDICATING EXEMPT STATUS, ALSO IF USING A FISCAL AGENT PLEASE INCLUDE A LETTER FROM THIS ORGANIZATION AND SUPPLEMENTARY MATERIALS SUCH AS ANNUAL REPORTS, NEWSLETTERS, MEDIA COVERAGE AND OR BROCHURES.FormAndInfoAndMaterialsTxt
Submission DeadlinesDUE MARCH 1ST, JUNE 1ST, SEPTEMBER 1ST, DECEMBER 1ST FOR FUNDS TO BE DISTRIBUTED THE FOLLOWING MONTHSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT SUPPORT REQUESTS FROM INDIVIDUALS, RELIGIOUS ORGANIZATIONS OR FOR PROFIT ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (161 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxtAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/Country
3RD EYE YOUTH EMPOWERMENT INC
28 UNION STREETNEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT$10,000
ALEXANDRIA SEAPORT FOUNDATION
PO BOX 25036ALEXANDRIAVA22313NON-PROFITGENERAL SUPPORT$4,334
ALMA DEL MAR CHARTER SCHOOL
26 MADEIRA AVENUENEW BEDFORDMA02746NON-PROFITTEACHER LEADERSHIP DEVELOPMENT$15,000
AMMONOOSUC CONSERVATION TRUST
107 GLESSNER ROADBETHLEHEMNH03574NON-PROFITGENERAL SUPPORT$5,000
ARTWORKS PARTNERS FOR THE ARTS & COMMUNITY INC
384 ACUSHNET AVENUENEW BEDFORDMA02740NON-PROFITGENERAL PURPOSE$25,000
ASSOCIATED SCIENTISTS AT WOODS HOLE
PO BOX 721WOODS HOLEMA02453NON-PROFITRIGHT WHALE NEWS; COST-SHARE SUPPORT FOR 2012 PUBLICATION$2,000
AUDOBON NEBRASKAROWE SANCTUARY
44450 ELM ISLAND ROADGIBBONNE68840NON-PROFITGENERAL SUPPORT$21,667
AVIAN HAVEN
418 NORTH PALERMO ROADFREEDOMME04941NON-PROFITGENERAL SUPPORT$2,000
BIGELOW LABORATORY FOR OCEAN SCIENCES
60 BIGELOW DRIVEEAST BOOTHBAYME04544NON-PROFITGENERAL SUPPORT$5,000
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
780 ALBANY STREETBOSTONMA02118NON-PROFITGENERAL SUPPORT$10,000
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREETNEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT$20,000
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREETNEW BEDFORDMA02740NON-PROFITWAREHAM MLK DAY$500
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREETNEW BEDFORDMA02740NON-PROFITWAREHAM MLK DAY$500
BRIDGEWATER STATE UNIVERSITY
131 SUMMER STREETBRIDGEWATERMA02325NON-PROFITBRIDGE PARTNERSHIP ACADEMIC YEAR EXPANSION$25,000
BUZZARDS BAY COALITION
34 BARSTOW STREETMATTAPOISETTMA02739NON-PROFITNITROGEN POLLUTION REDUCTION EFFORTS$25,000
BUZZARDS BAY MUSICFEST
PO BOX 865MARIONMA02738NON-PROFITGENERAL SUPPORT/ PENZANCE FUND$5,000
CATHOLIC SOCIAL SERVICES
PO BOX 1210NEW BEDFORDMA02740NON-PROFITSISTER ROSE HOUSE$40,000
CHAPLAINCY INSTITUTE OF MAINE
PO BOX 3833PORTLANDME04104NON-PROFITIN HONOR OF JACOB WATSON$10,834
CHILD & FAMILY SERVICES
1061 PLEASENT STREETNEW BEDFORDMA02740NON-PROFITBIG BROTHERS BIG SISTERS OF CHILD & FAMILY SERVICES$10,000
CITIZENS' HOUSING AND PLANNING ASSOCIATION
18 TREMONT STREETBOSTONMA02108NON-PROFITMA SMART GROWTH ALLIANCE/ GREAT NEIGHBORHOODS NEW BEDFORD$13,000
CLIMATE CENTRAL
ONE PALMER SQUAREPRINCETONNJ08542NON-PROFITPHYSICAL AND SOCIAL VULNERABILITY TO SEA LEVEL RISE - ANALYSIS AND TOOLS$35,000
COALITION AGAINST POVERTY
105 WILLIAM STREETNEW BEDFORDMA02740NON-PROFITNEW BEDFORD GRASSROOTS ANTI-POVERTY ORGANIOZING PROJECT$10,000
COMMUNITY BOATING CENTER
1641 PANDANARAM AVENUENEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT$15,000OLIVER MOORE TREASURER
COMMUNITY BOATING CENTER
1641 PANDANARAM AVENUENEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT$21,667OLIVER MOORE TREASURER
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
1285 ACUSHNET AVENUENEW BEDFORDMA02746NON-PROFITFISHING FAMILY TAX ASSISTANCE PROGRAM/SAILORS' SNUG HARBOR$5,000JO-ANN WATSON TRUSTEE
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
1285 ACUSHNET AVENUENEW BEDFORDMA02746NON-PROFITGENERAL SUPPORT$25,000
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
1285 ACUSHNET AVENUENEW BEDFORDMA02746NON-PROFITWORKING WATERFRONT FESTIVAL$15,000
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREETNEW BEDFORDMA02740NON-PROFITAHA NEW BEDFORD GENERAL SUPPORT$20,000KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREETNEW BEDFORDMA02740NON-PROFITSOUTHEASTERN MA FOOD$12,000KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREETNEW BEDFORDMA02740NON-PROFITWISE WOMAN PROGRAM$25,000KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREETNEW BEDFORDMA02740NON-PROFITPROFESSIONAL TRAINGING DAY ON LEADERSHIP$5,000KIM CLARK DIRECTOR EMIRITUS
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
63 UNION STREETNEW BEDFORDMA02740NON-PROFITSEEAL/SOUTHCOAST ENERGY CHALLENGE$20,000KIM CLARK DIRECTOR EMIRITUS
COMMUNITY RESOURCES NETWORK
PO BOX 550WAREHAMMA02571NON-PROFITGENERAL SUPPORT$1,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110NON-PROFITN. ATLANTIC RIGHT WHALE PROTECTION$25,000
COOL EARTH
FOREIGN PUBLIC CHARIGENERAL SUPPORT$7,2222 PARK STREETLONDONUK
CROSSROADS RI HOMELESS SHELTER AND SERVICES
160 BROAD STREETPROVIDENCERI02903NON-PROFITGENERAL SUPPORT$14,333
DENNISON MEMORIAL COMMUNITY CENTER
755 SOUTH FIRST STREETNEW BEDFORDMA02744NON-PROFITTEEN NIGHTS PROGRAM/GENERAL SUPPORT$25,000
DREAM OUT LOUD CENTER INC
13 NORTH SIXTH STREETNEW BEDFORDMA02740NON-PROFITCREATIVE CAREERS PROGRAM$10,000
EAST BAY COMMUNITY ACTION PROGRAMCOALITION FOR THE HOMELESS
100 BUTTOCK POINT AVENUEEAST PROVIDENCERI02915NON-PROFITGENERAL SUPPORT$1,000
ECORI NEWS
111 HOPE STREETPROVIDENCERI02906NON-PROFITECORI NEWS WRITING PROJECT$2,500
EPISCOPAL DIOCESE OF NHST FRANCIS' CHAPEL
63 GREEN STREETCONCORDNH03301NON-PROFITST FRANCIS' CHAPEL$5,000
FALMOUTH ACADEMY
7 HIGHFIELD DRIVEFALMOUTHMA02540NON-PROFITGENERAL SUPPORT$33,334
FEDERATED CHURCH OF MARLBOROUGH
16 PLEASANT STREETMARLBOROUGHMA03455NON-PROFITFOR THE COMMUNITY HOUSE$6,667
FOSTER PARROTS
PO BOX 650ROCKLANDMA02370NON-PROFITGENERAL SUPPORT$4,334
FRIENDS OF SOUTH GEORGIA ISLAND
25 DAKOTA MEADOWSCARBONDALECO81623NON-PROFITGENERAL SUPPORT$43,334MICHAEL MOORE DIRECTOR
FRIENDS OF SOUTH GEORGIA ISLAND
25 DAKOTA MEADOWSCARBONDALECO81623NON-PROFITGENERAL SUPPORT$11,667MICHAEL MOORE DIRECTOR
GALLERY X
169 WILLIAM STREETNEW BEDFORDMA02748NON-PROFITGENERAL SUPPORT$12,000
GIFTS OF MUSIC
PO BOX 264ORRINGTONME04474NON-PROFITGENERAL SUPPORT$2,000
GK 1 WORLD FOUNDATION
13860 STOWE DRIVEPOWAYCA92064NON-PROFITGENERAL SUPPORT$7,222
GLOBAL GREENGRANTS FUND
2840 WILDERNESS PLACE SUITE ABOULDERCO80301NON-PROFITGENERAL SUPPORT$15,000
GOOD SHEPHARD FOOD BANK
PO BOX 1807AUBURNME04211NON-PROFITGENERAL SUPPORT$10,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101NON-PROFITECONOMIC ADVICE TO ADVANCE FISHERY MANAGEMENT$25,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101NON-PROFITPOWERHOUSE$60,000
HOLBROOK COMMUNITY FOUNDATION
9 GILMAN AVEBRUNSWICKME04011NON-PROFITGENERAL SUPPORT$5,000
HULL LIFESAVING MUSEUM
1117 NANTASKET AVENUEHULLMA02045NON-PROFITGENERAL SUPPORT$4,334
IMMIGRANTS' ASSISTANCE CENTER INC
58 CRAPO STREETNEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT GRANT FOR IMMIGRANT FAMILIES$20,000
IRISH WHALE AND DOLPHIN GTOUP
FOREIGN PUBLIC CHARICAPE VERDE HUMPBACK WHALE PROJECT$20,000MERCHANTS QUAYKILRUSHEI
JONES RIVER WATERSHED ASSOCIATION
PO BOX 73KINGSTONMA02364NON-PROFITCAPE COD BAY ADVOCACY$10,000
JR ACHIEVEMENT OF SOUTHERN MA
227 UNION STREETNEW BEDFORDMA02740NON-PROFITJR ACHIEVEMENT K-12 PROGRAMS$15,000
KITTY ANGELS
PO BOX 638TYNGSBOROUGHMA01879NON-PROFITGENERAL SUPPORT$5,000
LAHEY CLINIC GENERAL FUND
PHILANTROPY DEPTBURLINGTONMA01805NON-PROFITGENERAL SUPPORT$15,834
LAND TRUST ALLIANCE
1660 L ST NW SUITE 1100WASHINGTONDC200365635NON-PROFITSUPPORT FOR RALLY$10,000
LIGHTHAWK
106 RAVINE DRIVECUMBERLANDME04110NON-PROFITFLYING FOR CONSERVATION IN THE NORTHEAST 2013$15,000
LLOYD CENTER FOR THE ENVIRONMENT
430 POTOMSKA ROADDARTMOUTHMA02748NON-PROFITCLIMAT SCIENCE LEARNING PROJECT$15,000
MA DEPARTMENT OF ARGICULTURAL RESOURCES
251 CAUSEWAY ST SUITE 500BOSTONMA02114GOVERNMENTMA FOOD POLICY EXPANDABLE TRUST$5,000
MA DIVISION OF FISHERIES AND WILDLIFE
1 RABBIT HILLWESTBOROUGHMA01581GOVERNMENTBUZZARDS BAY TERN RESTORATION PROJECT$40,000
MARION INSTITUTE
202 SPRING STREETMARIONMA02738NON-PROFITCONNECTING FOR CHANGE: A BIONEERS BY THE BSY CONFERENCE$10,000
MARION INSTITUTE
202 SPRING STREETMARIONMA02738NON-PROFITGROW EDUCATION$10,000
MARION INSTITUTE
202 SPRING STREETMARIONMA02738NON-PROFITI AM SOMEBODY$10,000
MASS AUDOBON
208 SOUTH GREAT ROADLINCOLNMA01773NON-PROFITMASS AUDOBON'S COASTAL WATERBIRD PROGRAM$30,000
MASS AUDOBON
208 SOUTH GREAT ROADLINCOLNMA01773NON-PROFITGENERAL SUPPORT OF COASTAL WATERBIRD PROGRAM$5,000
MASSACHUSETTS ASSOCIATION OF CONSERVATION COMMISSIONS
10 JUNIPER ROADBELMONTMA02478NON-PROFITMACC ANNUAL ENVIRONMENTAL CONFERENCE$5,000
MASSACHUSETTS LAND TRUST COALITION
18 WOLBACH ROADSUDBURYMA01776NON-PROFITGENERAL SUPPORT$10,000
MEMPHIS AREA GOLDEN RETRIEVER RESCUE
PO BOX 383122GERMANTOWNTN38183NON-PROFITGENERAL SUPPORT$1,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
498 7TH AVE 18TH FLOORNEW YORKNY10018NON-PROFITPARKINSON RESEARCH STUDIES$50,000
MID-COAST HUNGER PREVENTION PROGRAM
84A UNION STREETBRUNSWICKME04011NON-PROFITTHE BACKPACK PROGRAM$7,667
MONADNOCK CONSERVANCY
PO BOX 337KEENENH03431NON-PROFITGENERAL SUPPORT$5,000
NARROWS CENTER FOR THE ARTS
16 ANAWAN STREETFALL RIVERMA02721NON-PROFITGENERAL SUPPORT$4,333
NATIVITY PREPARATORY SCHOOL NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT FOR TECHNOLOGY$25,000
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREETAUGUSTAME04330NON-PROFITPROTECTING THE NATURE OF MAINE$30,000
NEW BEDFORD COMMUNITY ROWING
1213 PURCHASE ST 2ND FLOORNEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT$10,000
NEW BEDFORD EDUCATION FOUNDATION
PO BOX 6250NEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT$15,000DENISE PORCHE SPECIAL ADVISOR
NEW BEDFORD HISTORICAL SOCIETY
21 7TH STREETNEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT$10,000
NEW BEDFORD KIDS SCHOLARSHIP PROGRAM
PO BOX 79198DARTMOUTHMA02747NON-PROFITNB STAR KIDS OPERATING COSTS$10,000
NEW BEDFORD MUSEUM AND ART CENTER INC
68 PLEASANT STREETNEW BEDFORDMA02740NON-PROFITNEW BEDFORD HARBOR IN A NEW LIGHT$10,000
NEW BEDFORD OCEANARIUM CORP
174 UNION STREETNEW BEDFORDMA02741NON-PROFITSTEMMING THE TIDE: ENHANCING THE EDUCATIONAL OPPORTUNITIES$15,000
NEW BEDFORD SYMPHONY ORCHESTRA
PO BOX 2053NEW BEDFORDMA02741NON-PROFITYOUNG PEOPLE'S CONCERTS$10,000
NEW BEDFORD WHALINGMUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740NON-PROFITEDUCATION PROGRAM FOR NEW BEDFORD YOUTH$20,000
NEW BEDFORD WHALINGMUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740NON-PROFITAPPRENTICE PROGRAM$30,000
NEW DIRECTIONS SOUTHCOAST INC
5 DOVER STREETNEW BEDFORDMA02740NON-PROFITMAYOR'S LEARN AND SERVE SUMMER YOUTH PROGRAM$5,000
NEW ENGLAND ACQUARIUM
NEW ENGLAND ACQUARIUMBOSTONMA02110NON-PROFITNORTH ATLANTIC RIGHT WHALE CONSORTIUM$12,995MICHAEL MOORE BOARD MEMBER
NEW ENGLAND ACQUARIUM
NEW ENGLAND ACQUARIUMBOSTONMA02110NON-PROFITRIGHT WHALE RESEARCH MONITORING AND CONSERVATION IN THE BAY OF FUND$50,000
NEW ENGLAND FARMERS UNION EDUCATION FOUNDATION
P O BOX 226SHELBURNE FALLSMA01370NON-PROFITBUY LOCAL CARBON$25,000
NORTH & SOUTH RIVER WATERSHED ASSOCIATION
PO BOX 43NORWELLMA02061NON-PROFITWATERSHED ACTION ALLIANCE OF SOUTHEASTERN MASSACHUSETTS OUTREACH PROGRAM$10,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740NON-PROFITROOTS: CONNECTING THE PAST TO OUR FUTURE$5,000
OUR SISTERS' SCHOOL INC
145 BROWNELL AVENEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT$13,000
PARTNERS IN HEALTH
PO BOX 845578BOSTONMA02284NON-PROFITGENERAL SUPPORT$10,000
PAUL CUFFEE SCHOOL
459 PROMENADE STREETPROVIDENCERI02908NON-PROFITHANDS ON ENVIRONMENTAL EDUCATION EXPERIENCES TO ENHANCE MIDDLE SCHOOL$5,000
PENOBSCOT EAST RESOURCE CENTER
PO BOX 27STONINGTONME04681NON-PROFITFISHERMAN'S LEADERSHIP$20,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740NON-PROFITPACE YOUTHBUILD NEW BEDFORD$20,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740NON-PROFITTHE H.O.P.E. COLLABORATIVE$5,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740NON-PROFITPACE LIFELINE$20,000
PKD FOUNDATION
8330 WARD PARKWAYKANSAS CITYMO64114NON-PROFITGENERAL SUPPORT$50,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
434 WEST 33RD STREETNEW YORKNY10001NON-PROFITGENERAL SUPPORT / GLOBAL PROGRAMS$25,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511NON-PROFITGENERAL SUPPORT$21,667
PRESERVE RHODE ISLAND
957 NORTH MAIN STREETPROVIDENCERI02904NON-PROFITGENERAL SUPPORT$1,000
PROVINCETOWN CENTER FOR COASTAL STUDIES
115 BRADFORD STREETPROVINCETONMA02653NON-PROFITCOMMUNICATING COASTAL CHANGE$25,000
PROVINCETOWN CENTER FOR COASTAL STUDIES
115 BRADFORD STREETPROVINCETONMA02653NON-PROFITMONTHLY AERIAL SURVEYS OF SEAL HAUL OUTS$20,000
QUEBEC-LABRADOR FOUNDATION INC
55 SOUTH MAIN STREETIPSWICHMA01938NON-PROFITINVESTING IN NEXT GENERATION OF COMMUNITY LEADERS$50,000JO-ANN WATSON DIRECTOR
RED TOMATO
76 EVERETT SKINNER ROADPLAINVILLEMA02762NON-PROFITSCALING UP NORTHEAST REGIONAL FOOD SYSTEMS$20,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
ONE SHIELDS AVENUEDAVISCA95616NON-PROFITINVESTIGATING ONGOING UNUSUAL MORTALITY OF SOUTHERN RIGHT WHALES$20,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907NON-PROFITGENERAL SUPPORT$5,667
RI SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS
186 AMARAL STREETRIVERSIDERI02915NON-PROFITGENERAL SUPPORT$4,333
RI VETERINARY MEDICINE ASSOCIATIONCOMPANION ANIMAL FOUNDATION
11 SOUTH ANGELL STREETPROVIDENCERI02906NON-PROFITGENERAL SUPPORT$1,000
ROSIE'S PLACE
889 HARRISON AVEBOSTONMA02118NON-PROFITGENERAL SUPPORT$4,333
RUFF RESIDENTS UNITED FOR FURRY FRIENDS
PO BOX 568WARRENRI02855NON-PROFITGENERAL SUPPORT$4,334
RUFF RESIDENTS UNITED FOR FURRY FRIENDS
PO BOX 568WARRENRI02885NON-PROFITGENERAL SUPPORT$3,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905NON-PROFITGENERAL SUPPORT$35,000STEVE CLARK DIRECTOR
SEMAP
63 UNION STREETNEW BEDFORDMA02740NON-PROFITSOUTHEASTERN MA AGRICULTURAL PARTNERSHIP$30,000
SEMAP
63 UNION STREETNEW BEDFORDMA02740NON-PROFITFACILITATION SUPPORT$5,000
SIPPICAN LANDS TRUST INC
354 FRONT STREETMARIONMA02738NON-PROFITGENERAL SUPPORT$5,000
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
22 BEDFORD STREETFALL RIVERMA02722NON-PROFITEDUCATION ADVOCACY PROJECT - NEW BEDFORD$20,000
SOUTHEASTERN REGIONAL PLANNING AND ECONOMIC DEVELOPMENT DISTRICT
88 BROADWAYTAUNTONMA02780GOVERNMENTCOASTAL ADAPTATION FOR FLOOD HAZARD ASSESSMENT$10,000
SOUTHEASTERN REGIONAL PLANNING AND ECONOMIC DEVELOPMENT DISTRICT
88 BROADWAYTAUNTONMA02780GOVERNMENTSUPPORTING REGIONAL COMMUNITY GARDENS AND URBAN ARGICULTURE$12,505
SOUTHSIDE COMMUNITY LAND TRUST
109 SOMERSET STREETPROVIDENCERI02907NON-PROFITGENERAL SUPPORT$25,000
TEACH FOR AMERICA - GREATER COSTON
60 CANAL STREET 5TH FLOORBOSTOMMA02114NON-PROFITEXPANDING EDUCATIONAL OPPORTUNITY$15,000
THE COMPACT OF CAPE COD CONSERVATION TRUSTS INC
PO BOX 443BARNSTABLEMA02630NON-PROFITGENERAL SUPPORT 2013$20,000
THE COMPACT OF CAPE COD CONSERVATION TRUSTS INC
PO BOX 443BARNSTABLEMA02630NON-PROFITGENERAL SUPPORT$21,667
THE GREATER BOSTON FOOD BANK INC
70 SOUTH BAY AVEBOSTONMA02118NON-PROFITGENERAL SUPPORT$1,667
THE GREENE SCHOOL
94 JOHN POTTER ROADWEST GREENWICHRI02817NON-PROFITFINDING OUR PLACE BY THE SEA$10,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046NON-PROFITBERMUDA SCHOLARSHIP PROGRAM$37,000HELEN TUPPER FOUNDER
THE PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREETPROVIDENCERI02903NON-PROFITGENERAL SUPPORT$4,333
THE ROBERT POTTER LEAGUE FOR ANIMALS
87 OLIPHANT LANEMIDDLETOWNRI02842NON-PROFITGENERAL SUPPORT$4,333
THE TRUSTEES OF RESERVATIONS
572 ESSEX STREETBEVERLYMA01915NON-PROFITALLEN C HASKELL PROPERTY$30,000
THE TRUSTEES OF RESERVATIONS
572 ESSEX STREETBEVERLYMA01915NON-PROFITNEW BEDFORD YOUTH CORPS 2013$3,667
THE TRUSTEES OF RESERVATIONS
572 ESSEX STREETBEVERLYMA01915NON-PROFITSOUTH COAST NEW BEDFORD$20,000
THIRD SECTOR OF NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTOMMA02111NON-PROFITTHE CARROT PROJECT/SMALL FARM LOAN PROGRAM FOR MASSACHUSETTS$15,000
THIRD SECTOR OF NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111NON-PROFITSEAPLAN: WORKSHOP TO FOSTER COOPERATION IN THE NEW BEDFORD WIND ENERGY$15,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
PO BOX 127BOSTONMA02127NON-PROFITCONNECTIONS$50,000
TOXICS ACTION CENTER
44 WINTER STREET 4TH FLOORBOSTONMA02108NON-PROFITSOUTHEASTERN MASSACHUSETTS NEIGHBORHOOD ASSISTANCE PROGRAM$10,000
TREES THAT FEED
1200 HILL RDWINNETKAIL60093NON-PROFITGENERAL SUPPORT$7,222
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770NON-PROFITGENERAL SUPPORT$5,000HANNAH MOORE PRESIDENT
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770NON-PROFITSCHOLARSHIP ENDOWMENT$50,000HANNAH MOORE PRESIDENT
TRIPS FOR KIDS NEW BEDFORD INC
224 BROCK STREETNEW BEDFORDMA02744NON-PROFITGENERAL SUPPORT$10,000
UNITED INTERFAITH ACTION OF SOUTHEASTERN MASSACHUSETTS
160 ROCK STREETFALL RIVERMA02720NON-PROFITGENERAL SUPPORT$15,000
UNITED WAY OF GREATER ATTLEBORO TAUNTON
247 MAPLE STREETATTLEBOROMA02703NON-PROFITSOUTH COAST REGIONAL NETWORK TO END HOMELESSNESS$10,000
UNITED WAY OF GREATER NEW BEDFORD
105 WILLIAM STREET 3RD FLOORNEW BEDFORDMA02740NON-PROFITCOMMUNITY BUILDING MINI-GRANTS PROGRAM GENERAL SUPPORT$40,000
UNITED WAY OF GREATER NEW BEDFORD
105 WILLIAM STREET 3RD FLOORNEW BEDFORDMA02740NON-PROFITHUNGER COMMISSION$45,000
UNITED WAY OF GREATER NEW BEDFORD
105 WILLIAM STREET 3RD FLOORNEW BEDFORDMA02740NON-PROFITSUMMER FUND 2013$45,000
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
265 OLD WESTPORT ROADDARTMOUTHMA02747NON-PROFITUPWARD BOUND STUDENT LEADERSHIP & COLLEGE TOURS$10,000
UNIVERSITY OF PRETORIAMAMMAL RESEARCH INSTITUTE
FOREIGN PUBLIC CHARICONTINUATION OF WHALE RESEARCH IN SOUTH AFRICA$60,000MAMMAL RESEARCH INSTITUTEPRETORIASF
WHALE AND DOLPHIN CONSERVATION INC
7 NELSON STREETPLYMOUTHMA02360NON-PROFITACT RIGHT NOW SPEAKER HONORARIUM$1,000
WHALEWATERFRONT HISTORIC AREA LEAGUE
128 UNION STREETNEW BEDFORDMA02740NON-PROFITGENERAL SUPPORT/ NEW DOLLARS/NEW PARTNERS$15,000
WILDLANDS TRUST
PO BOX 2282DUXBURYMA02331NON-PROFITWILDLANDS TRUST OPERATING SUPPORT$20,000
WOODS HOLE OCEANOGRAPHIC INSTITUTIN
FENNO HOUSE MS 40AWOODS HOLEMA02543NON-PROFITEVALUATING THE SOUNDSCAPE NEAR CAPE WIND$25,000MICHAEL MOORE EMPLOYEE
WOODS HOLE RESEARCH CENTER
149 WOODS HOLE ROADFALMOUTHMA02540NON-PROFITCAPE CODE AND ISLANDS CLIMATE CHANGE AND ENERGY SUMMIT$10,000
YMCA SOUTHCOAST
18 SO WATER STREETNEW BEDFORDMA02740NON-PROFITSHARING THE HARVEST COMMUNITY FARM$15,000JO-ANN WATSON EMPLOYEE
YOUR THEATER
998 WILDWOOD STREETNEW BEDFORDMA02745NON-PROFITGENERAL SUPPORT$3,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740NON-PROFITRACIAL JUSTICE OUTREACH AND EDUCATION PROGRAM$30,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740NON-PROFITUNDER ONE ROOF CAMPAIGN$100,000
ZEITERION
684 PURCHASE STREETNEW BEDFORDMA02740NON-PROFITOPEARATIONAL SUPPORT: CAPACITY BUILDING$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,691,006TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,592,738ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,234,119ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,826,992ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,826,992TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryELIASEN CPACategoryTxt
Amt$13,460Amt
Net Investment Income$1,346NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (24 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING1989-01-30$150,150$90,096SL40.000000000000$3,754$0$3,754
DONATED FURNITURE1989-07-06$17,166$17,166SL7.000000000000$0$0$0
OFFICE CHAIR1989-11-17$280$280SL7.000000000000$0$0$0
LIBRARY SHELVES1992-07-23$1,800$1,800SL7.000000000000$0$0$0
13 CHAIRS AND 1 DESK2006-12-01$1,936$1,685SL7.000000000000$251$0$251
DESK & DRAWERS2008-09-24$620$378SL7.000000000000$89$0$89
4 FILING CABINETS2008-07-21$796$503SL7.000000000000$114$0$114
FILING CABINETS1990-02-12$356$356SL7.000000000000$0$0$0
IKON COPIER2010-02-15$5,408$2,190SL7.000000000000$773$0$773
COMPUTER2003-07-31$3,288$3,288SL5.000000000000$0$0$0
COMPUTER2004-01-01$384$384SL5.000000000000$0$0$0
DELL COMPUTER2005-09-30$1,468$1,468SL5.000000000000$0$0$0
DIGITAL PROJECTOR2005-11-30$1,310$1,310SL5.000000000000$0$0$0
PHOTOCOPIER2006-12-29$2,552$2,550SL5.000000000000$0$0$0
MACBOOK2008-03-26$1,649$1,567SL5.000000000000$82$0$82
APPLE MINI HP MONITOR AND PRINTER2009-07-13$1,129$791SL5.000000000000$226$0$226
MAC LAPTOP HARDWARE AND SOFTWARE2009-08-28$2,344$1,559SL5.000000000000$469$0$469
LAND1989-01-30$44,850L$0$0$0
BUILDING IMPROVEMENTS2010-03-25$9,139$644SL39.000000000000$234$0$234
STONE WALL2001-10-31$15,879$4,545SL39.000000000000$407$0$407
WINDOWS2001-11-30$12,659$3,602SL39.000000000000$325$0$325
HANDICAP RAMP AND BATHROOM2002-03-22$10,627$2,924SL39.000000000000$272$0$272
DRIVEWAY PAVING (7,286 SQ FT)2006-05-01$16,495$7,333SL15.000000000000$1,100$0$1,100
WINDOWS2013-08-27$7,800SL39.000000000000$75$0$75

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$61,290,982BookValueAmt
EOYFMV$61,290,982EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (24 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING$150,150$93,850$56,300
DONATED FURNITURE$17,166$17,166$0
OFFICE CHAIR$280$280$0
LIBRARY SHELVES$1,800$1,800$0
13 CHAIRS AND 1 DESK$1,936$1,936$0
DESK & DRAWERS$620$467$153
4 FILING CABINETS$796$617$179
FILING CABINETS$356$356$0
IKON COPIER$5,408$2,963$2,445
COMPUTER$3,288$3,288$0
COMPUTER$384$384$0
DELL COMPUTER$1,468$1,468$0
DIGITAL PROJECTOR$1,310$1,310$0
PHOTOCOPIER$2,552$2,550$2
MACBOOK$1,649$1,649$0
APPLE MINI HP MONITOR AND PRINTER$1,129$1,017$112
MAC LAPTOP HARDWARE AND SOFTWARE$2,344$2,028$316
LAND$44,850$0$44,850
BUILDING IMPROVEMENTS$9,139$878$8,261
STONE WALL$15,879$4,952$10,927
WINDOWS$12,659$3,927$8,732
HANDICAP RAMP AND BATHROOM$10,627$3,196$7,431
DRIVEWAY PAVING (7,286 SQ FT)$16,495$8,433$8,062
WINDOWS$7,800$75$7,725

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryHEMENWAY & BARNESCategoryTxt
Legal Fees$2,133LegalFeesAmt
Net Investment Income$213NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$11,447$1,145$0$0
INSURANCE$5,009$501$0$0
OFFICE EXPENSES$21,738$2,174$0$0
TELEPHONE$3,487$349$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescriptionDescriptionAmountAmount
UNREALIZED GAIN$4,061,868
BOOK TAX DIFFERENCE CONTRIBUTIONS$18,000
DEFERRED FEDERAL EXCISE TAX$115,751

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$58,589$174,340
FEDERAL EXCISE TAX PAYABLE$0$53,859

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AEQUITAS INVESTMENTS$30,000$30,000$0$0
PAYROLL SERVICE FEE$2,257$226$0$0
MISCELLANEOUS FEES$0$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$11,611$1,161$0$0
INVESTMENT EXCISE TAXES$95,219$0$0$0
FORM PC MA TAX$1,037$104$0$0