HAYNES FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HAYNES FAMILY FOUNDATION INC (EIN 04-3254694)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201311309349100931
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T12:04:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043176941 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'BRIEN RILEY & RYAN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BRAINTREE HILL OFFICE PARK | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043254694 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAYNES FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAYN | NameControl |
| Phone | 7812354300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 WASHINGTON STREET NO DEC 7 | AddressLine1 |
| City | WELLESLEY HILLS | City |
| State | MA | State |
| ZIP Code | 024811903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | G ARNOLD HAYNES | Name |
| Title | TREASURER | Title |
| Phone | 7812354300 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL F O'BRIEN CPA | Name |
| PTIN | P01258990 | PTIN |
| Phone | 7814102300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2390237 | 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 | 26 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 58599 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 58599 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 89063 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1029703 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 89063 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2225 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2225 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 149913 | TotalRevenueAndExpenses |
| Total Net Investment Income | 149913 | 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 | 3390 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7675 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7625 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11065 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7625 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 362700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 362700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 373765 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7625 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 362700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -223852 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 142288 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 310286 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 96107 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 96107 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1684829 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1633189 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1756312 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 98125 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 24500 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 27125 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 425426 | InvestmentsOtherBOY |
| Investments Other EOY | 541018 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 510693 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2518666 | TotalAssetsBOY |
| Total Assets EOY | 2294814 | TotalAssetsEOY |
| Total Assets EOYFMV | 2390237 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2518666 | UnrestrictedBOY |
| Unrestricted EOY | 2294814 | UnrestrictedEOY |
| Total Net Assets BOY | 2518666 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2294814 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2518666 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2294814 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2518666 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -223852 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2294814 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2294814 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| VARIOUS PUBLICLY TRADED SECURITIES (PURCHASED AND DONATED) | P | 2011-12-31 | 1028552 | 940640 | 87912 | 87912 |
| CAPITAL GAINS DIVIDENDS | P | 1151 | 1151 | 1151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 89063 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 279150 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2593001 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.107655 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 280299 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2618212 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.107057 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 506772 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2222452 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.228024 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 302299 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3184927 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.094916 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 653049 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3238814 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.201632 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.739284 | TotalDistributionRatio |
| Average Distribution Ratio | 0.147857 | AverageDistributionRatio |
| Net Noncharitable Assets | 2792880 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 412947 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1423 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 414370 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 362700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2846 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2846 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2846 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1600 | TotalCreditsAndPayments |
| Tax Due | 1246 | 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 | THE HAYNES FAMILY FOUNDATION INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7812354300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 WASHINGTON ST | AddressLine1 |
| City | WELLESLEY HILLS | City |
| State | MA | State |
| ZIP Code | 024811903 | 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 |
|---|---|---|---|---|---|---|---|---|
| G ARNOLD HAYNES | ||||||||
| 5 CAROLINE ST | WELLESLEY | MA | 02481 | PRESIDENT & DIRECTOR | 0.00 | 0 | 0 | 0 |
| G ARNOLD HAYNES | ||||||||
| 5 CAROLINE ST | WELLESLEY | MA | 02481 | TREASURER | 0.00 | 0 | 0 | 0 |
| MARY R BUTLER | ||||||||
| 315 EXCHANGE ST | MILLIS | MA | 02054 | SECRETARY & DIRECTOR | 0.00 | 0 | 0 | 0 |
| MELINDA BRADLEY | ||||||||
| 91 EDMUNDS RD | WELLESLEY | MA | 02481 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DANIEL F O'BRIEN | ||||||||
| 121 TIMBER VIEW LANE | COHASSET | MA | 02025 | DIRECTOR | 0.00 | 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 | 2559891 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 275520 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2835411 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2835411 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42531 | CashDeemedCharitable |
| Net Noncharitable Assets | 2792880 | NetNoncharitableAssets |
| Minimum Investment Return | 139644 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 139644 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2846 | TaxBasedOnInvestmentIncome |
| Total Tax | 2846 | TotalTax |
| Distributable Amount Before Adj | 136798 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 136798 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 136798 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 362700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 362700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 362700 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 136798 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 496603 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 143794 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 397145 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 151047 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 150752 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1339341 | TotalExcessDistriCarryover |
| Qualifying Distributions | 362700 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 136798 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 225902 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1565243 | 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 | 496603 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1068640 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 143794 | ExcessFromYear4 |
| Excess From Year3 | 397145 | ExcessFromYear3 |
| Excess From Year2 | 151047 | ExcessFromYear2 |
| Excess From Year1 | 150752 | ExcessFromYear1 |
| Excess From Current Year | 225902 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | G ARNOLD HAYNES | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 139 MAIN ST | CAMBRIDGE | MA | 02142 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $200 |
| BARNSTORMERS COMP CAMPAIGN | ||||||
| PO BOX 434 | TAMWORTH | NH | 03886 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $22,000 |
| BENNINGTON MUSEUM | ||||||
| 75 MAIN ST | BENNINGTON | VT | 05201 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $200 |
| BOK TOWER GARDENS | ||||||
| 1151 TOWER BLVD | LAKE WALES | FL | 33853 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $2,500 |
| BOSTON UNIVERSITY | ||||||
| ONE SHERBORN ST | BOSTON | MA | 02215 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $1,000 |
| CAHOON MUSEUM OF ART | ||||||
| 4676 FALMOUTH RD | COTUIT | MA | 02635 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $1,000 |
| CASTLE PRESERVATION SOCIETY | ||||||
| PO BOX 687 | MOULTONBORO | NH | 03254 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $5,500 |
| CHILDRENS HOSPITAL OF BOSTON | ||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $500 |
| CHRIST CHURCH EPISCOPAL SCHOOL | ||||||
| 245 CAVALIER DRIVE | GREENVILLE | SC | 29607 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $1,500 |
| CURE ALZHEIMER'S FUND | ||||||
| 34 WASHINGTON ST | WELLESLEY | MA | 02481 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| CURRIER MUSEUM OF ART | ||||||
| 201 MYRTLE WAY | MANCHESTER | NH | 03104 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $1,500 |
| FRIENDS OF LIBBY MUSEUM | ||||||
| PO BOX 629 | WOLFEBORO | NH | 03894 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $500 |
| GRANITE STATE ADAPTIVE | ||||||
| 44 MIRROR LAKE DR | MIRROR LAKE | NH | 03853 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $50,000 |
| HUGGINS HOSPITAL | ||||||
| 240 SOUTH MAIN ST | WOLFEBORO | NH | 03894 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $2,000 |
| JIMMY FUND | ||||||
| 10 BROOKLINE PL | BROOKLINE | MA | 02455 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $200 |
| KNOX TRAIL COUNCIL | ||||||
| 490 UNION AVE | FRAMINGHAM | MA | 01702 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $5,000 |
| LAKES REGION CONSERVATION TRUST | ||||||
| PO BOX 1097 | MEREDITH | NH | 03253 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $200 |
| MARIETTA COLLEGE | ||||||
| 215 5TH STREET | MARIETTA | OH | 45750 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $100,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 165 CAMBRIDGE ST | BOSTON | MA | 02114 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $50,500 |
| MOULTONBOROUGH HISTORICAL SOCIETY | ||||||
| PO BOX 659 | MOULTONBORO | NH | 03254 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $500 |
| NATIONAL TRUST FOR SCOTLAND FOUNDATION | ||||||
| 45 SCHOOL STREET | BOSTON | MA | 02108 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $500 |
| NATURE CONSERVANCY FLORIDA CHAPTER | ||||||
| PO BOX 630 | BABSON PARK | FL | 33827 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $1,000 |
| NEW ENGLAND BAPTIST HOSPITAL | ||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $250 |
| NEWTON-WELLESLEY HOSPITAL CHARITABLE FOUNDATION | ||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $2,500 |
| OUR CHILDREN'S CHARITABLE FUND | ||||||
| 21 N 1ST ST | LAKE WALES | FL | 33853 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| POLK STATE COLLEGE FOUNDATION | ||||||
| 999 AVENUE H NORTHEAST | WINTER HAVEN | FL | 33881 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $500 |
| RIVERS SCHOOL | ||||||
| 333 WINTER ST | WESTON | MA | 02493 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $500 |
| SAINT ANDREWS EPISCOPAL CHURCH | ||||||
| 79 DENTON RD | WELLESLEY | MA | 02482 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $500 |
| SALVATION ARMY | ||||||
| 147 BERKELEY ST | BOSTON | MA | 02116 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $200 |
| SUDBURY VALLEY TRUSTEES | ||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $200 |
| TROOP 182 FOR ANY SOLDIER EAGLE | ||||||
| KONX TRAIL COUNCIL | WELLESLEY | MA | 02481 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $300 |
| VANGUARD SCHOOL | ||||||
| 22000 HIGHWAY 27 | LAKE WALES | FL | 33859 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $50,000 |
| WAVUS FOUNDATION | ||||||
| PO BOX 350 | JEFFERSON | ME | 04248 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $500 |
| WAYNFLETE SCHOOL | ||||||
| 360 SPRING ST | PORTLAND | ME | 04102 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $7,000 |
| WELLESLEY COMMUNITY CENTER | ||||||
| 219 WASHINGTON ST | WELLESLEY | MA | 02481 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $500 |
| WELLESLEY FRIENDLY AID ASSOCIATION | ||||||
| 219 WASHINGTON ST | WELLESLEY | MA | 02481 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $200 |
| WELLESLEY HISTORICAL SOCIETY | ||||||
| 229 WASHINGTON ST | WELLESLEY | MA | 02481 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $25,250 |
| WILLISTON NORTHAMPTON SCHOOL | ||||||
| 19 PAYSON AVE | EASTHAMPTON | MA | 01027 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $2,000 |
| WINTERHAVEN HOSPITAL FOUNDATION | ||||||
| 200 AVENUE F NORTHEAST | WINTER HAVEN | FL | 33881 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $1,000 |
| WRIGHT MUSEUM | ||||||
| PO BOX 1212 | WOLFEBORO | NH | 03894 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 362700 | 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 | $26 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $58,599 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,225 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $89,063 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $149,913 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 149913 | 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 | ANNUAL ACCOUNTING & FILINGS PREPARATION | Category |
| Amount | $3,390 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | 25,000 CITIZENS COMMUNICATIONS | NameOfBond |
| EOY Book Value | 24500 | EOYBookValue |
| EOYFMV | 27125 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (38 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 6,080 EXXON MOBIL CORP | 555695 | 526224 |
| 1,000 EMC CORP | 18035 | 25300 |
| 1,000 LOWE'S COMPANIES INC | 22880 | 35520 |
| 400 BRISTOL-MYERS SQUIBB CO | 10196 | 13036 |
| 1,100 GENERAL ELECTRIC CO | 19847 | 23089 |
| 300 PHILIP MORRIS INTERNATIONAL INC | 13409 | 25092 |
| 1,000 ALTRIA GROUP INC | 26586 | 31440 |
| 500 BRINKER INTERNATIONAL INC | 11004 | 15495 |
| 5,000 CENTERSTATE BANKS INC | 62185 | 42650 |
| 500 AGILENT TECHNOLOGIES | 18263 | 20470 |
| 10000 AK STEEL HOLDING CORPORATION | 56676 | 46000 |
| 100 APPLE INC | 55157 | 53217 |
| 1400 ARCH COAL INC | 10126 | 10248 |
| 1300 ARCHER DANIELS MIDLAND CO | 36347 | 35607 |
| 1300 BANK OF AMERICA CORPORATION | 11038 | 15093 |
| 1500 CISCO SYSTEMS INC | 26970 | 29474 |
| 250 EXXON MOBIL CORP | 15313 | 21638 |
| 800 FREEPORT MCMORAN COPPER & GOLD INC | 28488 | 27360 |
| 2000 GASLOG LTD | 19177 | 24860 |
| 83 GENERAL MARITIME CORP | 0 | 0 |
| 1000 INTEL CORP | 19971 | 20620 |
| 600 JOHNSON CONTROLS INC | 15649 | 18402 |
| 600 MARSH & MCLENNAN COS INC | 13450 | 20682 |
| 250 MCDONALDS CORP | 18484 | 22052 |
| 1600 MICROSOFT CORP | 40868 | 42736 |
| 900 UNITED STATES STEEL CORP | 23704 | 21465 |
| 1000 BROOKLINE BANCORP INC | 8473 | 8500 |
| 250 CATERPILLAR INC | 21470 | 22402 |
| 500 COMPASS MINERALS INTERNATIONAL INC | 36464 | 37355 |
| 500 FASTENAL CO | 22439 | 23325 |
| 1000 GREEN MOUNTAIN COFFEE ROASTERS INC | 20101 | 41340 |
| 1000 HALCON RESOURCES CORP | 6614 | 6920 |
| 10000 HECKMANN CORP | 34605 | 40300 |
| 1000 MCDONALDS CORP | 77615 | 88210 |
| 1000 NOVARTIS AG | 55480 | 63300 |
| 1000 PROCTOR & GAMBLE CO | 60800 | 67890 |
| 5000 SYSCO CORP | 115350 | 158300 |
| 2000 WELLESLEY BANCORP INC | 24260 | 30700 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 9.232 MANAGED FUTURES ORION FT | AT COST | 25000 | 24329 |
| 1000 BLACKROCK RESOURCES AND COMMODITIES STRATEGY TRUST | AT COST | 17401 | 12800 |
| 1500 CLEARBRIDGE ENERGY MLP TOTAL RETURN FUND INC | AT COST | 29747 | 28560 |
| 800 ENERGY TRANSFER EQUITY LP | AT COST | 33004 | 36384 |
| 600 ISHARES MSCI BRAZIL INDEX FUND | AT COST | 35964 | 33564 |
| 5168.55 IVA WORLDWIDE FUND A | AT COST | 82219 | 82180 |
| 47064.09 LORD ABBETT SHT DURATION INC A | AT COST | 218178 | 218848 |
| 325 PROSHARES ULTRASHORT 20+ YRS TR | AT COST | 44888 | 20621 |
| 200 WILLIAMS PARTNERS LTD | AT COST | 11070 | 9732 |
| 400 WISDOMTREE TRUST EMERGING MARKET EQUITY FUND | AT COST | 21478 | 22876 |
| 1308.14 IVA WORLDWIDE FUND A | AT COST | 22069 | 20799 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BROKERAGE ACCOUNT FEES | 7625 | 7625 | 0 |
| STATE FORM PC FEE | 35 | 0 | 0 |
| STATE ANNUAL REPORT FEE | 15 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PASS-THROUGH ENTITIES | Description |
| Revenue And Expenses Per Books | 2225 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2225 | NetInvestmentIncome |
| Adjusted Net Income | 2225 | AdjustedNetIncome |