JOHN J AND ELIZABETH M KUNKEL & FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOHN J AND ELIZABETH M KUNKEL & FAMILY FOUNDATION INC (EIN 26-2398103)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-08
- IRS object ID
- 201343129349100129
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-08T15:57:09-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043037870 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01604 | 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 | 262398103 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN J AND ELIZABETH M KUNKEL & FAMILY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 5089430658 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 870 SCHOOL STREET | AddressLine1 |
| City | WEBSTER | City |
| State | MA | State |
| ZIP Code | 01570 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN JAY KUNKEL | Name |
| Title | PRESIDENT | Title |
| Phone | 5089430658 | Phone |
| Date Signed | 2013-10-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID EATON | Name |
| PTIN | P00545132 | PTIN |
| Phone | 5087557107 | Phone |
| Date Prepared | 2013-10-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 911908 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
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 | 11 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 25863 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25863 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 21946 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 345367 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 21946 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 47820 | TotalRevenueAndExpenses |
| Total Net Investment Income | 47820 | 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 | 2330 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4573 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4573 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 859 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 859 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 35 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 35 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7797 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5467 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42658 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 43000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 50455 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5467 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2635 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42353 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2701 | CashBOY |
| Cash EOY | 6841 | CashEOY |
| Cash EOYFMV | 6841 | CashEOYFMV |
| Investments Corp Stock BOY | 888986 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 884199 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 905067 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 891687 | TotalAssetsBOY |
| Total Assets EOY | 891040 | TotalAssetsEOY |
| Total Assets EOYFMV | 911908 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 2330 | AccountsPayableEOY |
| Grants Payable BOY | 43039 | GrantsPayableBOY |
| Grants Payable EOY | 42697 | GrantsPayableEOY |
| Total Liabilities BOY | 43039 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45027 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 848648 | UnrestrictedBOY |
| Unrestricted EOY | 846013 | UnrestrictedEOY |
| Total Net Assets BOY | 848648 | TotalNetAssetsBOY |
| Total Net Assets EOY | 846013 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 891687 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 891040 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 848648 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2635 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 846013 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 846013 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 | 141193 | 137720 | 3473 | 3473 |
| PUBLICLY TRADED SECURITIES | P | 204079 | 185701 | 18378 | 18378 |
| CAPITAL GAINS DIVIDENDS | P | 95 | 95 | 95 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 21946 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43563 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 871449 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049989 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 37610 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 894316 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042054 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 37426 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 760095 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049239 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 964823 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000000 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.141282 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035321 | AverageDistributionRatio |
| Net Noncharitable Assets | 861648 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 30434 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 424 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 30858 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 424 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 424 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 424 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 450 | TaxPaidWithExtension |
| Total Credits And Payments | 450 | TotalCreditsAndPayments |
| Overpayment | 26 | Overpayment |
| Amount Credited To Next Year | 26 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | HEIDI KUNKEL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5089430658 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 870 SCHOOL STREET | AddressLine1 |
| City | WEBSTER | City |
| State | MA | State |
| ZIP Code | 01570 | 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 | 1 | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | 1 | UndistrIncome4942a2NotApplied |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN JAY KUNKEL | ||||||||
| 8 UNION POINT ROAD | WEBSTER | MA | 01570 | PRESIDENT/DIRECTOR | 1.00 | 0 | 0 | 0 |
| HEIDI E KUNKEL | ||||||||
| 870 SCHOOL STREET | WEBSTER | MA | 01570 | TREASURER/DIRECTOR | 1.00 | 0 | 0 | 0 |
| DEBORAH A GEORGE | ||||||||
| 36 UNION POINT ROAD | WEBSTER | MA | 01570 | CLERK/DIRECTOR | 1.00 | 0 | 0 | 0 |
| DORINDA K WINTMAN | ||||||||
| 11 ASTRAL AVENUE | PROVIDENCE | RI | 02906 | VICE PRESIDENT/DIRECTOR | 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 |
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 | 869997 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4773 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 874770 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 874770 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13122 | CashDeemedCharitable |
| Net Noncharitable Assets | 861648 | NetNoncharitableAssets |
| Minimum Investment Return | 43082 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 43082 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 424 | TaxBasedOnInvestmentIncome |
| Total Tax | 424 | TotalTax |
| Distributable Amount Before Adj | 42658 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 42658 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 42658 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 43000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 424 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 42576 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42658 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 43039 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43000 | QualifyingDistributions |
| Applied To Year1 | 43000 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | 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 | 39 | TaxableAmount2 |
| Undistributed Income CY | 42658 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COMMUNITY CAT CONNECTION INC | |||||||
| PO BOX 724 | WEBSTER | MA | 01570 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $5,000 |
| FRATERNAL ORDER OF POLICE TOYS FOR TOTS | |||||||
| THOMPSON ROAD | WEBSTER | MA | 01570 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $1,500 |
| ST LOUIS SCHOOL ATHLETIC DEPARTMENT | |||||||
| 48 NEGUS STREET | WEBSTER | MA | 01570 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $1,500 |
| TRI VALLEY ELDER SERVICES INC | |||||||
| 10 MILL STREET | DUDLEY | MA | 01571 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $10,000 |
| UNITED WAY OF WEBSTER DUDLEY | |||||||
| 275 MAIN STREET | WEBSTER | MA | 01570 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $10,000 |
| WEBSTER DUDLEY FOOD SHARE INC | |||||||
| 4 CHURCH STREET | WEBSTER | MA | 01570 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $10,000 |
| WEBSTER LAKE ASSOCIATION INC | |||||||
| PO BOX 156 | WEBSTER | MA | 01570 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 43000 | 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 | $11 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,863 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $21,946 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $47,820 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 47820 | 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 PREP FEES | Category |
| Amount | $2,330 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BERNSTEIN GLOBAL WEALTH MANAGEMENT #888-42857 | NameOfStock |
| EOY Book Value | 884199 | EOYBookValue |
| EOYFMV | 905067 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MA FILING FEES | Description |
| Revenue And Expenses Per Books | 35 | RevenueAndExpensesPerBooks |
| Net Investment Income | 35 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $4,573 | Amount |
| Net Investment Income | 4573 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES ON INVESTMENTS | $482 | 482 | 0 |
| FEDERAL TAXES | $377 | 377 | 0 |