HOPEDALE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOPEDALE FOUNDATION (EIN 04-6044779)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-02-20
- IRS object ID
- 201440519349100104
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-20T16:00:06-06:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201063009 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISCOMBE & PARRELLA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 FRANKLIN VILLAGE DRIVE | AddressLine1 |
| City | FRANKLIN | City |
| State | MA | State |
| ZIP Code | 02038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046044779 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOPEDALE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOPE | NameControl |
| Phone | 5084732871 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 HOPE STREET | AddressLine1 |
| City | HOPEDALE | City |
| State | MA | State |
| ZIP Code | 01747 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM B GANNETT | Name |
| Title | CHAIRMAN | Title |
| Phone | 5084730820 | Phone |
| Date Signed | 2013-12-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EUGENE R LISCOMBE | Name |
| PTIN | P00594042 | PTIN |
| Phone | 5085202728 | Phone |
| Date Prepared | 2013-12-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10591686 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 383 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 383 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 371293 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 371293 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 166089 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 537765 | TotalRevenueAndExpenses |
| Total Net Investment Income | 371676 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6600 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7439 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 7439 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 1938 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 1938 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 44969 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 44969 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 60946 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 60946 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 420103 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 420103 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 481049 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 481049 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 56716 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 371676 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1597 | CashBOY |
| Cash EOY | 1598 | CashEOY |
| Cash EOYFMV | 1598 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 142875 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 199590 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 199590 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 951598 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 969084 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 951598 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 951598 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Other BOY | 8412520 | InvestmentsOtherBOY |
| Investments Other EOY | 9438900 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 9438900 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 9526076 | TotalAssetsBOY |
| Total Assets EOY | 10591686 | TotalAssetsEOY |
| Total Assets EOYFMV | 10591686 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 9526076 | UnrestrictedBOY |
| Unrestricted EOY | 10591686 | UnrestrictedEOY |
| Total Net Assets BOY | 9526076 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10591686 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9526076 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10591686 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9526076 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 56716 | ExcessOfRevenueOverExpenses |
| Other Increases | 1174983 | OtherIncreases |
| Subtotal | 10757775 | Subtotal |
| Other Decreases | 166089 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10591686 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 481418 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8203650 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058683 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 435405 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7919344 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054980 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 472789 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7374442 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064112 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 508257 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6526512 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.077876 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 447720 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7531850 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.059444 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.315095 | TotalDistributionRatio |
| Average Distribution Ratio | 0.063019 | AverageDistributionRatio |
| Net Noncharitable Assets | 8940282 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 563408 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3717 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 567125 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 481049 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7434 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7434 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7434 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7000 | TotalCreditsAndPayments |
| Tax Due | 434 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL A DIORIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5084732871 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 HOPE STREET | AddressLine1 |
| City | HOPEDALE | City |
| State | MA | State |
| ZIP Code | 01747 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B GANNETT | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | CHAIRMAN/TRUSTEE | 2.00 | 0 | 0 | 0 |
| VINCENT J ARONE | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | TREASURER/TRUSTEE | 1.00 | 0 | 0 | 0 |
| W GREGORY BURRILL | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | SECRETARY/TRUSTEE | 0.50 | 0 | 0 | 0 |
| PETER S ELLIS | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | VICE CHAIRMAN/TRUSTEE | 0.50 | 0 | 0 | 0 |
| ALFRED H SPARLING JR | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| THOMAS H WEST JR | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| STEVEN G ELLIS | ||||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ORGANIZATIONS | Description1 |
| Expenses1 | 271500 | Expenses1 |
| Description2 | LOANS TO COLLEGE STUDENTS WHO GRADUATED FROM HOPEDALE HIGH SCHOOL | Description2 |
| Expenses2 | 148603 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8920053 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 156375 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9076428 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9076428 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 136146 | CashDeemedCharitable |
| Net Noncharitable Assets | 8940282 | NetNoncharitableAssets |
| Minimum Investment Return | 447014 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 447014 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7434 | TaxBasedOnInvestmentIncome |
| Total Tax | 7434 | TotalTax |
| Distributable Amount Before Adj | 439580 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 439580 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 439580 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 481049 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 481049 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 481049 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 439580 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 78298 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 188725 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 110617 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 45962 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 78234 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 501836 | TotalExcessDistriCarryover |
| Qualifying Distributions | 481049 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 439580 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 41469 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 543305 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 78298 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 465007 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 188725 | ExcessFromYear4 |
| Excess From Year3 | 110617 | ExcessFromYear3 |
| Excess From Year2 | 45962 | ExcessFromYear2 |
| Excess From Year1 | 78234 | ExcessFromYear1 |
| Excess From Current Year | 41469 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DR VINCENT J ARONE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 123 | AddressLine1 |
| City | HOPEDALE | City |
| State | MA | State |
| ZIP Code | 01747 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5084732871 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | STUDENT LOANS ARE RESTRICTED TO HOPEDALE HIGH SCHOOL GRADUATES. GRANTS TO CHARITABLE ORIGANZIATIONS ARE RESTRICTED TO THOSE HAVING AN IMPACT ON THE LOCAL AREA. SCHOLARSHIPS ARE LIMITED TO GRADUATES OF HOPEDALE HIGH SCHOOL | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| KELSI MCDOUGLE | |||||||
| 20 PARK STREET | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $5,000 |
| CHRISTINA CALNAN | |||||||
| 30 LARKIN LANE | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $2,500 |
| AMERICAN TEXTILE HISTORY MUSEUM | |||||||
| 491 DUTTON ST | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| BANCROFT MEMORIAL LIBRARY | |||||||
| 50 HOPE STREET | HOPEDALE | MA | 01747 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| KIARA LUM | |||||||
| 4 TILLOTSON ROAD | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $5,000 |
| SAMUEL HOCKENBURY | |||||||
| 15 BALLOU ROAD | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $2,500 |
| EDUCATION LOANS GRANTED | |||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | NONE | N/A | STUDENT LOANS | $148,603 |
| SAMANTHA HOLMES | |||||||
| 1 MANTONI DRIVE | HOPEDALE | MA | 01747 | NONE | N/A | SCHOLARSHIP | $2,500 |
| FRIENDS OF THE HOPEDALE LIBRARY | |||||||
| 50 HOPE STREET | HOPEDALE | MA | 01747 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| HOPEDALE COMMUNITY HOUSE | |||||||
| 43 HOPE STREET | HOPEDALE | MA | 01747 | NONE | PRIVATE OPERATING FO | GENERAL OPERATIONS | $120,000 |
| HOPEDALE JUNIOR SENIOR HIGH SCHOOL | |||||||
| 25 ADIN STREET | HOPEDALE | MA | 01747 | NONE | PUBLIC CHARITY | CLASS TRIP TO KNOXVILLE TN | $5,000 |
| HOPEDALE JUNIOR SENIOR HIGH SCHOOL | |||||||
| 25 ADIN STREET | HOPEDALE | MA | 01747 | NONE | PUBLIC CHARITY | AFTER PROM PARTY | $500 |
| KNOX TRAIL COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 490 UNION AVENUE | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $7,500 |
| LUKE MANOLI | |||||||
| 22 TAMMIE ROAD | HOPEDALE | MA | 01757 | NONE | N/A | SCHOLARSHIP | $2,500 |
| MILFORD REGIONAL MEDICAL CENTER | |||||||
| 14 PROSPECT ST | MILFORD | MA | 01757 | NONE | PUBLIC CHARITY | BUILDING ADDITION | $75,000 |
| MILFORD SALVATION ARMY | |||||||
| 29 CONGRESS STREET | MILFORD | MA | 01757 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,500 |
| MUSEUM OF SCIENCE | |||||||
| SCIENCE PARK | BOSTON | MA | 021141099 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 021103399 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| THE CLAFLIN HILL MUSIC PERFORMANCE FOUND INC | |||||||
| 54 CLAFLIN ST | MILFORD | MA | 01757 | NONE | PUBLIC CHARITY | SUPPORT CONCERT | $5,000 |
| WGBH | |||||||
| 125 WESTERN AVENUE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | RALPH LOWELL SOCIETY | $2,000 |
| WHITIN COMMUNITY CENTER | |||||||
| 60 MAIN STREET | WHITINSVILLE | MA | 01588 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| HOPEDALE JUNIOR SENIOR HIGH SCHOOL | |||||||
| 25 ADIN STREET | HOPEDALE | MA | 01747 | NONE | PUBLIC CHARITY | PLAYGROUND | $10,000 |
| HOPEDALE COMMUNITY POLICING | |||||||
| 70 HOPEDALE STREET | HOPEDALE | MA | 01747 | NONE | PUBLIC CHARITY | EQUIPMENT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 420103 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $383 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $371,293 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION LOANS REPAID | Description |
| Related Or Exempt Function Income | 166089 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $371,676 | ExclusionAmount |
| Related Or Exempt Function Income | 166089 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 537765 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | REPAYMENT OF INTEREST FREE LOANS FOR HIGHER EDUCATION IN ACCORDANCE WITH ONE OF THE MAIN PURPOSES SPECIFIED IN THE FOUNDATION'S DECLARATION OF TRUST. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 1 | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPEDALE CHARITABLE CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | 501(C)(2) | TypeOfOrganization |
| Description Of Relationship | COMMON DIRECTORS | DescriptionOfRelationship |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL AUDIT | Category |
| Amount | $6,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6600 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 73,000 SHS HOPEDALE CHARITABLE CORPORATION | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 9438900 | BookValue |
| EOYFMV | 9438900 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION LOANS REPAID | Description |
| Amount | $166,089 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 250 | 0 | 250 |
| SHARED EXPENSES | 42900 | 0 | 42900 |
| OFFICE EXPENSES | 1170 | 0 | 1170 |
| POSTAGE | 644 | 0 | 644 |
| BOARD EXPENSE | 5 | 0 | 5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION LOANS REPAID | Description |
| Revenue And Expenses Per Books | 166089 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 166089 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| EDUCATION LOANS GRANTED | $148,603 |
| UNREALIZED GAIN ON INVESTMENTS | $1,026,380 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $7,439 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7439 | DisbursementsCharitablePrps |