LUBRANO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LUBRANO FAMILY CHARITABLE FOUNDATION (EIN 04-6835151)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-07-15
- IRS object ID
- 201311989349100101
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T07:50:26-05:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043107805 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGUE & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WALNUT STREET STE 150 | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046835151 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBRANO FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | EMMETT LYNETRUSTEEC/O RICH MAY PC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUBR | NameControl |
| Phone | 6175563885 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AUTHORIZED SIGNER | Name |
| Title | TRUSTEE | Title |
| Phone | 6175563885 | Phone |
| Date Signed | 2013-07-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW P PRAGUE | Name |
| PTIN | P00451424 | PTIN |
| Phone | 7812375555 | Phone |
| Date Prepared | 2013-07-11 | DatePrepared |
| 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 | 1279740 | 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 |
| Dividends Rev And Expnss | 47844 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47844 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1242 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 235000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 46602 | TotalRevenueAndExpenses |
| Total Net Investment Income | 47844 | 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 | 6000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2608 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2608 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 388 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 388 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8996 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8996 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42350 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 51346 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8996 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42350 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4744 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 38848 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 337227 | CashBOY |
| Cash EOY | 568725 | CashEOY |
| Cash EOYFMV | 568725 | CashEOYFMV |
| Investments Corp Stock BOY | 325410 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 324497 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 367630 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 586918 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 351589 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 343385 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1249555 | TotalAssetsBOY |
| Total Assets EOY | 1244811 | TotalAssetsEOY |
| Total Assets EOYFMV | 1279740 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1249555 | UnrestrictedBOY |
| Unrestricted EOY | 1244811 | UnrestrictedEOY |
| Total Net Assets BOY | 1249555 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1244811 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1249555 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1244811 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1249555 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4744 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1244811 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1244811 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| USB CAITAL XI | P | 2007-09-11 | 2012-05-18 | 57500 | 55537 | 1963 | 1963 |
| COMCAST CORP. | P | 2009-08-31 | 2012-07-23 | 42500 | 39943 | 2557 | 2557 |
| PUBLIC STORAGE | P | 2010-10-12 | 2012-08-06 | 30000 | 30348 | -348 | -348 |
| INTERSTATE POWER | P | 2009-08-31 | 2013-03-22 | 35000 | 39501 | -4501 | -4501 |
| HSBC FINANCE CORP. | P | 2008-03-31 | 2013-04-15 | 70000 | 70000 | 0 | 0 |
| REALTY INC | P | 1997-07-02 | 2013-01-01 | 870 | -870 | -870 | |
| EATON VANCE LTD | P | 2004-09-13 | 2013-01-01 | 43 | -43 | -43 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1242 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 60000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1240934 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048351 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 57355 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1228823 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046675 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 55300 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1120698 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049344 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 76850 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1017453 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.075532 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 79050 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1261206 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.062678 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.282580 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056516 | AverageDistributionRatio |
| Net Noncharitable Assets | 1223169 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 69129 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 388 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 69517 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42350 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 777 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 777 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 777 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Tax Due | 793 | 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 | 0 | 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 | KATHRYN ROBINSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4012740980 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 TRANSIT STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH ANN DWYER | ||||||||
| 47 HILL FARM ROAD | PEMBROKE | MA | 02359 | ADVISORY COMMITTEE MEMBER | 0.00 | 0 | 0 | 0 |
| STACY JEAN LAMSON | ||||||||
| 51 SOUTH HAMPTON STREET | AMESBURY | MA | 01913 | ADVISORY COMMITTEE MEMBER | 0.00 | 0 | 0 | 0 |
| KATHRYN LUBRANO ROBINSON | ||||||||
| 87 TRANSIT STREET | PROVIDENCE | RI | 02906 | ADVISORY COMMITTEE MEMBER | 1.00 | 0 | 0 | 0 |
| JENNIFER LYNN CLAYTON | ||||||||
| 25 COLE ROAD | HINGHAM | MA | 02043 | ADVISORY COMMITTEE MEMBER | 0.00 | 0 | 0 | 0 |
| STEPHEN DAVID LUBRANO | ||||||||
| 30 GOODFELLOW HILL RAOD | HANOVER | NH | 03755 | ADVISORY COMMITTEE MEMBER | 0.00 | 0 | 0 | 0 |
| EMMETT E LYNE | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S SOLE CHARITABLE ACTIVITY DURING THE TAX YEAR WAS TO MAKE CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS, EACH OF WHICH IS AN IRC SEC. 501(C)(3) ORG. | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 801932 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 439864 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1241796 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1241796 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18627 | CashDeemedCharitable |
| Net Noncharitable Assets | 1223169 | NetNoncharitableAssets |
| Minimum Investment Return | 61158 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 61158 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 777 | TaxBasedOnInvestmentIncome |
| Total Tax | 777 | TotalTax |
| Distributable Amount Before Adj | 60381 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 60381 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 60381 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42350 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 42350 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 42350 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 60381 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 17204 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 26689 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 578 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 44471 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42350 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 42350 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 18031 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 18031 | ExcessDistriCyovAppliedCY |
| Total Corpus | 26440 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 26440 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 25862 | ExcessFromYear4 |
| Excess From Year3 | 578 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| MAINE STREET CONGREGATIONAL CHURCH | |||||
| 366 MAIN STREET | HINGHAM | MA | 02043 | RELIGOUS | $7,000 |
| MOOSE POND ASSOC | |||||
| 354 MOUNTAIN ROAD | BRIDGTON | ME | 04009 | ENVIRONMENTAL | $500 |
| THE STEPHEN GLIDDEN FOUNDATION | |||||
| PO BOX 1427 | POINT ROBERTS | WA | 98281 | EDUCATIONAL | $1,500 |
| PEMBROKE HISTORICAL SOCIETY | |||||
| 116 CENTER STREET | PEMBROKE | MA | 02359 | ENVIRONMENTAL | $3,500 |
| THE WESTOVER SCHOOL | |||||
| 1237 WHITEMORE STREET | MIDDLEBURY | CT | 06762 | EDUCATIONAL | $500 |
| DANA FARBOR CANCER INSTITUTE | |||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | MEDICAL RESEARCH | $500 |
| FORK UNION MILITARY ACADEMY | |||||
| 4744 JAMES MADASON HWY | FORK UNION | VA | 23055 | EDUCATIONAL | $500 |
| BROWN UNIVERSITY | |||||
| 45 PROSPECT STREET | PROVIDENCE | RI | 02912 | EDUCATONAL | $1,000 |
| NEW ENGLAND VILLAGES | |||||
| 664 SCHOOL STREET | PEMBROKE | MA | 02359 | ENVIRONMENTAL | $100 |
| THAER ACADEMY | |||||
| 745 WASHINGTON STREET | BRAINTREE | MA | 02184 | EDUCATIONAL | $3,500 |
| COLBY SAWYER COLLEGE | |||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | EDUCATIONAL | $1,000 |
| PROVIDENCE SUMMERBRIDGE (WHEELER SCHOOL) | |||||
| 216 HOPE STREET | PROVIDENCE | RI | 02906 | EDUCATIONAL | $3,500 |
| HILTON WINN FARM | |||||
| 189 OQUNQUITE ROAD | CAPE NEDDIC | ME | 03902 | EDUCATIONAL | $2,000 |
| TUCH SCHOOL OF BUSINESS | |||||
| 100 TUCK DRIVE | HANOVER | NH | 03755 | EDUCATIONAL | $6,000 |
| BELMONT HILL SCHOOL | |||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | EDUCATIONAL | $1,000 |
| ST LAWRENCE UNIVERSITY | |||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | EDUCATIONAL | $1,000 |
| FRIENDS OF HANOVER SOCCER | |||||
| 20 CULVER HILL ROAD | LYME | NH | 03768 | EDUCATIONAL | $1,000 |
| THE KEEWAYDIN FOUNDATION | |||||
| 950 W SHORE RD | SALISBURY | VT | 05769 | ENVIRONMENTAL | $1,000 |
| MASS INC | |||||
| 11 BEACON STREET | BOSTON | MA | 02108 | EDUCATIONAL | $1,000 |
| PAN MASS CHALLENGE | |||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | MEDICAL RESEARCH | $250 |
| GAYHEAD COMMUNITY ASSOCIATION | |||||
| PO BOX 494 | CHILMARK | MA | 02535 | EDUCATIONAL | $500 |
| SUSAN G KOMEN 3 DAY | |||||
| 205 N MICHIGAN AVE | CHICAGO | IL | 60601 | MEDCIAL RESEARCH | $500 |
| RIVIER COLLEGE | |||||
| 420 S MAIN STREET | NASHUA | NH | 03060 | EDUCATIONAL | $1,000 |
| DARTMOUTH WOMENS LACROSSE | |||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | EDUCATIONAL | $1,000 |
| HOLDERNESS SCHOOL | |||||
| 33 CHAPEL LN | HOLDERNESS | NH | 02345 | EDUCATIONAL | $1,000 |
| BIKE & BUILD | |||||
| 6153 RIDGE AVE | PHILADELPHIA | PA | 19128 | EDUCATIONAL | $250 |
| GOVERNOR'S ACADEMY | |||||
| 1 ELM STREET | BYFIELD | MA | 01922 | EDUCATIONAL | $250 |
| ST LAWRENCE UNIVERSITY | |||||
| 23 ROMODA DRIVE | CANTON | MA | 13617 | EDUCATIONAL | $500 |
| AMOS HOUSE | |||||
| 413 FRIENSHIP ST | PROVIDENCE | RI | 02907 | HOUSEING | $500 |
| RISE | |||||
| 1341 ELMWOOD AV | CRANSTON | RI | 02910 | EDUCATIONAL | $250 |
| THE STEPPINGSTONE FOUNDATION | |||||
| 155 FEDERAL STREET | BOSTON | MA | 02110 | EDUCATIONAL | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42350 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47,844 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,242 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $46,602 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 46602 | 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 | ACCOUNTING FEES | Category |
| Amount | $6,000 | Amount |
| Net Investment Income | 6000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME | NameOfBond |
| EOY Book Value | 351589 | EOYBookValue |
| EOYFMV | 343385 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUNDS | 248437 | 263190 |
| EQUITIES | 76060 | 104440 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL ACCOUNT FEE | 150 | 150 | 0 |
| OTHER FEES | 238 | 238 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| COMMONWEALTH OF MASSACHUSETTS | $70 | 70 | 0 |
| 4/30/10 FEDERAL TAXES DUE | $1,324 | 1324 | 0 |
| 4/30/11 FEDERAL TAXES DUE | $1,214 | 1214 | 0 |