DOROTHY HARRISON EGAN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY HARRISON EGAN FOUNDATION (EIN 57-1191002)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-13
- IRS object ID
- 201310449349100111
- Schema version
- 2011v1.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T14:49:15-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | 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 | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571191002 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dorothy Harrison Egan Foundation | BusinessNameLine1 |
| Business Name Line2 | C/O Gilmore Rees & Carlson PC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DORO | NameControl |
| Phone | 5085202200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 Walnut Street | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Claire Graves | Name |
| Title | Trustee | Title |
| Phone | 5082289868 | Phone |
| Date Signed | 2013-01-04 | 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 | 2012-12-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4266961 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2500 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 62018 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 62018 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 337747 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2788036 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 337747 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 402268 | TotalRevenueAndExpenses |
| Total Net Investment Income | 399768 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 5000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 15286 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 15286 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5250 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 21978 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 21978 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12883 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 12883 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10876 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9007 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1869 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 71273 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 43868 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 27405 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 181896 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 181896 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 253169 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 43868 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 209301 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 149099 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 355900 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -5 | CashBOY |
| Cash EOY | -7 | CashEOY |
| Cash EOYFMV | -7 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 19472 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 38216 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 38216 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2297793 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1271469 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1306544 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1156681 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1172208 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 3086666 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 3086666 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 3086666 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 1750000 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 5403926 | TotalAssetsBOY |
| Total Assets EOY | 5553025 | TotalAssetsEOY |
| Total Assets EOYFMV | 4266961 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5403926 | UnrestrictedBOY |
| Unrestricted EOY | 5553025 | UnrestrictedEOY |
| Total Net Assets BOY | 5403926 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5553025 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5403926 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5553025 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5403926 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 149099 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5553025 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5553025 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | 2769837 | 2450289 | 319548 | 319548 |
| Capital Gains Dividends | P | 18199 | 18199 | 18199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 337747 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 175817 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4376247 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040175 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 108369 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5068528 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.021381 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 228563 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4370485 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052297 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 146367 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4626936 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.031634 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 50447 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 866919 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058191 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.203678 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040736 | AverageDistributionRatio |
| Net Noncharitable Assets | 4253083 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 173254 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3559 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 176813 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 209301 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3559 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3559 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3559 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1680 | TotalCreditsAndPayments |
| Tax Due | 1879 | 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 Person Name | Claire Graves | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5082289868 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 North Point Fishers Landing | AddressLine1 |
| City | Nantucket | City |
| State | MA | State |
| ZIP Code | 02554 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Claire Graves | ||||||||
| PO Box 3347 | Nantucket | MA | 02584 | Trustee | 5.00 | 5000 | 0 | 0 |
| Denis H Gazaille | ||||||||
| 3B Trotters Lane | Nantucket | MA | 02554 | Trustee | 0.50 | 0 | 0 | 0 |
| William P Hourihan | ||||||||
| 104 Pleasant Street | Nantucket | MA | 02554 | Trustee | 0.50 | 0 | 0 | 0 |
| William J Rees | ||||||||
| 70 Walnut Street | Wellesley | MA | 02481 | Trustee | 0.50 | 0 | 0 | 0 |
| Georgia A Snell | ||||||||
| P O Box 297 | Nantucket | MA | 02554 | 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 |
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 | 2532891 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 34960 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1750000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4317851 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4317851 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 64768 | CashDeemedCharitable |
| Net Noncharitable Assets | 4253083 | NetNoncharitableAssets |
| Minimum Investment Return | 212654 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 212654 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3559 | TaxBasedOnInvestmentIncome |
| Total Tax | 3559 | TotalTax |
| Distributable Amount Before Adj | 209095 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 209095 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 209095 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 209301 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 209301 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3559 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 205742 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 209095 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 191864 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 209301 | QualifyingDistributions |
| Applied To Year1 | 191864 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17437 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 191658 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Claire D Graves | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 3366 | AddressLine1 |
| City | Nantucket | City |
| State | MA | State |
| ZIP Code | 02584 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5082289868 | RecipientPhoneNumber |
| Form And Info And Materials | Written request. (a) Basic contact information (b)High school or college transcript (c) Standardized test scores (d) Description of health care studies to be pursued (e) Letter of recommemdation from instructor | FormAndInfoAndMaterials |
| Submission Deadlines | Late winter, early spring | SubmissionDeadlines |
| Restrictions On Awards | Grants are limited to qualified canadidates studying health and health care related subjects in college, medical school, or other schools offering courses of study in these fields. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| American International College | |||||||||
| 1000 State St | Springfield | MA | 01109 | None | Public Charity | Scholarship for Shantoi Usher | $4,000 | ||
| Assumption College | |||||||||
| 500 Salisbury Street | Worcester | MA | 01609 | None | Public Charity | Scholarship for DuVaughn Beckford | $7,000 | ||
| Boston College | |||||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02459 | None | Public Charity | Scholarship for Carrie Fisher | $5,000 | ||
| Cape Cod Community College | |||||||||
| 2240 Iyannough Road | West Barnstable | MA | 02668 | None | Public Charity | Scholarship for Stacey Damian | $4,000 | ||
| Connecticut College | |||||||||
| 270 Mohegan Ave | New London | CT | 06320 | None | Public Charity | Scholarship for Parinda Darden | $1,263 | ||
| Elder Services of Cape Cod and Islands Inc | |||||||||
| 144 Orange Street | Nantucket | MA | 02554 | None | Public Charity | Meals on Wheels | $35,000 | ||
| Florida Gulf Coast Coast University | |||||||||
| 10501 FGCU BLVD South | Fort Myers | FL | 33965 | None | Public Charity | Scholarship for Sophia Civitarese | $4,000 | ||
| Massachusetts College of Pharmacy | |||||||||
| 179 Longwood Ave | Boston | MA | 02115 | None | Public Charity | Scholarship for Emily Wendelken | $6,000 | ||
| Nantucket Cottage Hospital Foundation | |||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | None | Public Charity | General | $15,000 | ||
| Northeastern University | |||||||||
| 26 Tavern Road | Boston | MA | 02115 | None | Public Charity | Scholarship for Sarah Benson | $10,000 | ||
| Palliative Care | |||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | None | Public Charity | General | $15,000 | ||
| Regis Colllege | |||||||||
| 235 Wellesley Street | Weston | MA | 02493 | None | Public Charity | Scholarship for Shawn Hennessy | $5,000 | ||
| Regis Colllege | |||||||||
| 235 Wellesley Street | Weston | MA | 02493 | None | Public Charity | Scholarship for Kelsey Fredericks | $8,000 | ||
| Regis Colllege | |||||||||
| 235 Wellesley Street | Weston | MA | 02493 | None | Public Charity | Scholarship for Therese Robishaw | $6,000 | ||
| Salve Regina University | |||||||||
| 100 Ochre Point Avenue | Newport | RI | 02840 | None | Public Charity | Scholarship for Kaitlyn Clinger | $4,000 | ||
| Simmons College | |||||||||
| 300 The Fenway | Boston | MA | 02115 | None | Public Charity | Scholarship for Briana Vittorini | $7,500 | ||
| St Joseph's College | |||||||||
| 206 Prospect Ave | Syracuse | NY | 13203 | None | Public Charity | Scholarship for Brenda Johnson | $975 | ||
| St Joseph's College | |||||||||
| 206 Prospect Ave | Syracuse | NY | 13203 | None | Public Charity | Scholarship for Charlene Chadwick | $1,850 | ||
| University College Dublin | |||||||||
| None | Public Charity | Scholarship for Grace MacLellan | $5,000 | Tierney Building | EI | ||||
| University of MA | |||||||||
| 300 Massachusetts Ave | Amherst | MA | 01003 | None | Public Charity | Scholarship for Leah Pearl | $4,000 | ||
| University of Rhode Island | |||||||||
| Upper College Road | Kingston | RI | 02881 | None | Public Charity | Scholarship for Melissa Reid | $4,000 | ||
| University of South Alabama | |||||||||
| 307 N University BLVD | Mobile | AL | 36608 | None | Public Charity | Scholarship for Kathryn Sossen | $12,848 | ||
| University of Vermont | |||||||||
| 85 South Prospect Street | Burlington | VT | 05401 | None | Public Charity | Scholarship for Caitlin O'Hearn | $11,000 | ||
| Walden University | |||||||||
| 155 5th Avenue South | Minneapolis | MN | 55401 | None | Public Charity | Scholarship for Gretchen Buchmann | $2,315 | ||
| Wichita Area Technical College | |||||||||
| 4004 N Webb Road | Wichita | KS | 67226 | None | Public Charity | Scholarship for Emma Patton | $3,145 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 181896 | 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 | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $62,018 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $337,747 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $399,768 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 399768 | TotalPartXVIA |
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 | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Prep | Category |
| Amount | $5,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5250 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Publicly traded corporate bonds | NameOfBond |
| EOY Book Value | 1156681 | EOYBookValue |
| EOYFMV | 1172208 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Publicly traded corporate stock | NameOfStock |
| EOY Book Value | 1271469 | EOYBookValue |
| EOYFMV | 1306544 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | Category |
| Amount | $15,286 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 15286 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Filing Fee | 35 | 0 | 35 |
| Advertising expense | 1502 | 0 | 1502 |
| Office expense | 332 | 0 | 332 |
| Telephone | 326 | 326 | 0 |
| Insurance | 5421 | 5421 | 0 |
| Utilities | 1415 | 1415 | 0 |
| Repairs and Maintenance | 1845 | 1845 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Investment Fee | $21,328 | 21328 | 0 |
| Real Estate Appraisal | $650 | 650 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Real Estate Tax | $9,872 | 9872 | 0 |
| Federal Excise Tax | $3,011 | 3011 | 0 |