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STEPHEN F QUILL FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
STEPHEN F QUILL FAMILY FOUNDATION (EIN 20-1799716)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-14
IRS object ID
201301349349101635
Schema version
2012v2.0
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)
Timestamp2013-05-14T11:50:06-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Harvey & Martin PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line143 High St Suite 210AddressLine1
CityNorth AndoverCity
StateMAState
ZIP Code01845ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201799716EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STEPHEN F QUILL FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTEPNameControl
Phone9785370003Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 GEORGE HILL ROADAddressLine1
CityLANCASTERCity
StateMAState
ZIP Code01523ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTEPHEN F QUILLName
TitleTrusteeTitle
Date Signed2013-05-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKATHLEEN P MELIAName
PTINP00230481PTIN
Phone9786887701Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY541466FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss75000ContriReceivedRevAndExpnss
Dividends Rev And Expnss12218DividendsRevAndExpnss
Dividends Net Invst Incm12218DividendsNetInvstIncm
Dividends Adj Net Incm12218DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss29669NetGainSaleAssetsRevAndExpnss
Gross Sales Price201673GrossSalesPrice
Capital Gain Net Incm Net Invst Incm29669CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm2246NetSTCGAdjNetIncm
Total Revenue And Expenses116887TotalRevenueAndExpenses
Total Net Investment Income41887TotalNetInvestmentIncome
Total Adjusted Net Income14464TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1685AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1685AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss692OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm692OtherProfFeesNetInvstIncm
Taxes Rev And Expnss499TaxesRevAndExpnss
Taxes Net Invst Incm499TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss2876TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2876TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss124450ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps124450ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss127326TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2876TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps124450TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-10439ExcessOfRevenueOverExpenses
Net Investment Income39011NetInvestmentIncome
Adjusted Net Income14464AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY143818CashBOY
Cash EOY92751CashEOY
Cash EOYFMV92751CashEOYFMV
Savings And Temp Cash Invst BOY4494SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY8835SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV8835SavingsAndTempCashInvstEOYFMV
Investments Other BOY381604InvestmentsOtherBOY
Investments Other EOY417891InvestmentsOtherEOY
Investments Other EOYFMV439880InvestmentsOtherEOYFMV
Total Assets BOY529916TotalAssetsBOY
Total Assets EOY519477TotalAssetsEOY
Total Assets EOYFMV541466TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY529916CapitalStockBOY
Capital Stock EOY519477CapitalStockEOY
Total Net Assets BOY529916TotalNetAssetsBOY
Total Net Assets EOY519477TotalNetAssetsEOY
Total Liabilities Net Assets BOY529916TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY519477TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY529916TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-10439ExcessOfRevenueOverExpenses
Subtotal519477Subtotal
Total Net Assets Fund Balances EOY519477TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Gain Or LossGainOrLossDescription Of AssetDescriptionOfAsset
1345
Capital Gain Dividends
FieldValueIRS element (for citing)
Capital Gain Net Income29669CapitalGainNetIncome
Net Short Term Capital Gain Or Loss2246NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year188071QualifyingDistributionsYear1
Noncharitable Assets Year1486775NoncharitableAssetsYear1
Distribution Ratio Year10.18093DistributionRatioYear1
Qualifying Distributions Year2127817QualifyingDistributionsYear2
Noncharitable Assets Year2424833NoncharitableAssetsYear2
Distribution Ratio Year20.30086DistributionRatioYear2
Qualifying Distributions Year3181846QualifyingDistributionsYear3
Noncharitable Assets Year3382063NoncharitableAssetsYear3
Distribution Ratio Year30.47596DistributionRatioYear3
Qualifying Distributions Year4104938QualifyingDistributionsYear4
Noncharitable Assets Year4352324NoncharitableAssetsYear4
Distribution Ratio Year40.29785DistributionRatioYear4
Qualifying Distributions Year5100656QualifyingDistributionsYear5
Noncharitable Assets Year5360918NoncharitableAssetsYear5
Distribution Ratio Year50.27889DistributionRatioYear5
Total Distribution Ratio1.53448TotalDistributionRatio
Average Distribution Ratio0.30690AverageDistributionRatio
Net Noncharitable Assets536082NetNoncharitableAssets
Adjusted Noncharitable Assets164522AdjustedNoncharitableAssets
One Percent Net Investment Income390OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One164912AdjNonchrtblAssetsAndOnePct
Qualifying Distributions124450QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax780InvestmentIncomeExciseTax
Subtotal780Subtotal
Tax Based On Investment Income780TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment4PenaltyForUnderpayment
Tax Due784TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN F QUILLBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9785370003BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1405 GEORGE HILL ROADAddressLine1
CityLANCASTERCity
StateMAState
ZIP Code01523ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameSTEPHEN F QUILLPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 GEORGE HILL ROADAddressLine1
CityLANCASTERCity
StateMAState
ZIP Code01523ZIPCode
FieldValueIRS element (for citing)
TitleTrusteeTitle
Avg Hours Per Wk Devoted To Position1.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities419297AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances124949AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets544246TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets544246AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable8164CashDeemedCharitable
Net Noncharitable Assets536082NetNoncharitableAssets
Minimum Investment Return26804MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return26804MinimumInvestmentReturn
Tax Based On Investment Income780TaxBasedOnInvestmentIncome
Total Tax780TotalTax
Distributable Amount Before Adj26024DistributableAmountBeforeAdj
Distributable Amount Before Ded26024DistributableAmountBeforeDed
Distributable Amount As Adjusted26024DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions124450ExpensesAndContributions
Qualifying Distributions124450QualifyingDistributions
Adj Qualifying Distributions124450AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted26024DistributableAmountAsAdjusted
Excess Distri Carryover Year583056ExcessDistriCarryoverYear5
Excess Distri Carryover Year487562ExcessDistriCarryoverYear4
Excess Distri Carryover Year3162867ExcessDistriCarryoverYear3
Excess Distri Carryover Year2106749ExcessDistriCarryoverYear2
Excess Distri Carryover Year163915ExcessDistriCarryoverYear1
Total Excess Distri Carryover504149TotalExcessDistriCarryover
Qualifying Distributions124450QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year26024AppliedToCurrentYear
Remaining Distri From Corpus98426RemainingDistriFromCorpus
Total Corpus602575TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year583056ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year519519ExcessDistriCyovToNextYear
Excess From Year487562ExcessFromYear4
Excess From Year3162867ExcessFromYear3
Excess From Year2106749ExcessFromYear2
Excess From Year163915ExcessFromYear1
Excess From Current Year98426ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN F QUILLContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)

Address Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCode
CARRIGANASS CASTLE
ABILMOREKEALKILBANTRYEINONENAMONETARY SUPPORT$1,000
LANCASTER BABE RUTH
NONENAFINANCIAL ASSISTANCE$300THAYER MEMORIAL DRIVELANCASTERMA01523
BOSTON MARATHON JIMMY FUND WALK
NONENAFINANCIAL ASSISTANCE$1,000PO BOX 3595BOSTONMA02241
CLINTON FISH GAME
NONENAFINANCIAL ASSISTANCE$7,500185 LANCASTER ROADBERLINMA01503
CORY WON'T FIGHT ALONE FUND
NONENAFINANCIAL ASSISTANCE$50050 GOODING AVEBRISTOLRI02809
FREEDOM'S WAY HERITAGE ASSOCIATION
NONENAFINANCIAL ASSISTANCE$10094 JACKSON ROAD STE 311DANVERSMA01434
LANCASTER LAND TRUST
NONENAFINANCIAL ASSISTANCE$100742 MAIN STREETLANCASTERMA01523
THE COLLEGE CHURCH
NONENAFINANCIAL ASSISTANCE$500PO BOX 877 337 MAIN STSOUTH LANCASTERMA01561
NEW ENGLAND FORESTRY FOUNDATION
NONENAFINANCIAL ASSISTANCE$200PO BOX 1346 32 FOSTER STLITTLETONMA01460
MAINE ADAPTIVE SPORT RECREATION
NONENAFINANCIAL ASSISTANCE$2508 SUNDANCE LANENEWRYME04261
WOUNDED WARRIOR PROJECT
NONENAFINANCIAL ASSISTANCE$5004899 BELFORT ROAD STE 300JACKSONVILLEFL32256
SPECIAL OLYMPICS
NONENAFINANCIAL ASSISTANCE$200512 FOREST STREETMARLBOROUGHMA01752
NEW HAMPSHIRE WILDLIFE FEDERATION
NONENAFINANCIAL ASSISTANCE$2554 PORTSMOUTH STREETCONCORDNH03301
AMERICAN HEART ASSOCIATION
NONENAFINANCIAL ASSISTANCE$1007272 GREENVILLE AVENUEDALLASTX75231
AMERICAN CHESTNUT FOUNDATION
NONENARESTORE AMERICAN CHESTNUT$100160 ZILLICOA STREET SUITE DASHEVILLENC28801
USO
NONENAFINANCIAL ASSISTANCE$100PO BOX 96860WASHINGTONDC20087
ROTARY CLUB OF LEXINGTON
NONENAFINANCIAL ASSISTANCE$175MONTVALE PLAZASTONEHAMMA02180
NAVY SEAL FOUNDATION
NONENAPROVIDE TRAGEDY ASSISTANCE$5001619 D ST BLDG 5326VIRGINIA BEACHVA23459
CLINTON PUBLIC SCHOOLS
NONENASCHOLARSHIPS$16,450PO BOX 732CLINTONMA01510
CLINTON HOSPITAL
NONENAMEDICAL$20,000201 HIGHLAND STREETCLINTONMA01510
THE CASA PROJECT
NONENAASSIST INDIGENT FAMILIES$750100 GROVE STREETWORCESTERMA01605
LANCASTER HISTORICAL SOCIETY
NONENAMONETARY SUPPORT$100695 MAIN STREET 8LANCASTERMA01523
FRIENDS OF THE LANCASTER LIBRARY
NONENAMONETARY SUPPORT$4,000717 MAIN STREETLANCASTERMA01523
NE CENTER FOR HOMELESS VETERANS
NONENAASSIST HOMELESS VETERANS$25017 COURT STREETBOSTONMA02108
WHEAT
NONENAASSIST INDIGENT FAMILIES$2,500500 MAIN STREET STE 203CLINTONMA01510
UMASS MEDICAL SCHOOL
NONENAMONETARY SUPPORT$3,500333 SOUTH STREETSHREWSBURYMA01545
ATLANTIC SALMON FEDERATION
NONENAWILDLIFE CONSERVATION$14,250PO BOX 807CALAISME04619
DUCKS UNLIMITED
NONENACONSERVATION$250ONE WATERFOWL WAYMEMPHISTN38120
BRATTLEBORO RETREAT
NONENATHERAPY$250ANNA MARSH LANEBRATTLEBOROVT05302
DANA FARBER CANCER INSTITUTE
NONENAMEDICAL NEEDS$3,00010 BROOKLINE PLACE 6TH FLOORBROOKLINEMA02445
FRIENDS OF PERKINS
NONENAASSIST INDIGENT PEOPLE$2,500971 MAIN STREETLANCASTERMA01523
THE LUKEMIA LYMPHOMA SOCIETY
NONENAMEDICAL RESEARCH$1009 ERIE DRIVENATICKMA01760
MASSACHUSETTS OUTDOOR HERITAGE
NONENAWILDLIFE CONSERVATION$1,100PO BOX 1510NORTHHAMPTONMA01060
LAHEY CLINIC
NONENAMEDICAL EQUIPMENT$2,50041 MALL ROADBURLINGTONMA01805
CLINTON ITEM APPEAL
NONENAASSIST INDIGENT FAMILIES$10,000200 HIGH STREETCLINTONMA01510
TOURETTE SYNDROME ASSOCIATION
NONENAMEDICAL RESEARCH$28,00042-40 BELL BLVD STE 205BAYSIDENY11361
RUFFED GROUSE SOCIETY
NONENAWILDLIFE CONVSERVATION$1,800451 MCCORMICK ROADCORAOPOLISPA15108
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year124450TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$12,218ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$29,669ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$41,887ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA41887TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualSTEPHEN F QUILLContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1405 GEORGE HILL ROADAddressLine1
CityLANCASTERCity
StateMAState
ZIP Code01523ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions75000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$1,685Amount
Net Investment Income1685NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemUNRESTRICTED-READILY TRADABLE EQUITYCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value417891BookValue
EOYFMV439880EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY SERVICESCategory
Amount$692Amount
Net Investment Income692NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
FORM PC$5050
FORM 990-PF$183183
FOREIGN TAX PAID$266266