STEPHEN F QUILL FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN F QUILL FAMILY FOUNDATION (EIN 20-1799716)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201201359349101425
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T08:58:33-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvey & Martin PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 High St Suite 210 | AddressLine1 |
| City | North Andover | City |
| State | MA | State |
| ZIP Code | 01845 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201799716 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F QUILL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEP | NameControl |
| Phone | 9785370003 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1 |
| City | LANCASTER | City |
| State | MA | State |
| ZIP Code | 01523 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN F QUILL | Name |
| Title | Trustee | Title |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN P MELIA | Name |
| Phone | 9786887701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 547025 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 198417 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 9113 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9113 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 9113 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 2677 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9800 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2677 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 210207 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11790 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 9113 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1770 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1770 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 503 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 503 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 345 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 345 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 2618 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2618 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 88071 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 88071 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 90689 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2618 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 88071 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 119518 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9172 | NetInvestmentIncome |
| Adjusted Net Income | 9113 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 35099 | CashBOY |
| Cash EOY | 143818 | CashEOY |
| Cash EOYFMV | 143818 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 28746 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4494 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4494 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 346553 | InvestmentsOtherBOY |
| Investments Other EOY | 381604 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 398713 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 410398 | TotalAssetsBOY |
| Total Assets EOY | 529916 | TotalAssetsEOY |
| Total Assets EOYFMV | 547025 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 410398 | CapitalStockBOY |
| Capital Stock EOY | 529916 | CapitalStockEOY |
| Total Net Assets BOY | 410398 | TotalNetAssetsBOY |
| Total Net Assets EOY | 529916 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 410398 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 529916 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 410398 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 119518 | ExcessOfRevenueOverExpenses |
| Subtotal | 529916 | Subtotal |
| Total Net Assets Fund Balances EOY | 529916 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1800 | |||||||
| Capital Gain Dividends | |||||||
| 847 | 575.77 COLUMBIA FDS SER TR 1 | P | 2009-09-23 | 2011-09-28 | 7733 | 6886 | 847 |
| 30 | 19.92 COLUMBIA FDS SER TR 1 | P | 2009-12-08 | 2011-09-28 | 267 | 237 | 30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2677 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 127817 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 424833 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.30086 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 181846 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 382063 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.47596 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 104938 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 352324 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.29785 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 100656 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 360918 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.27889 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 78526 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 382212 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.20545 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.55901 | TotalDistributionRatio |
| Average Distribution Ratio | 0.31180 | AverageDistributionRatio |
| Net Noncharitable Assets | 486775 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 151777 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 92 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 151869 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 88071 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 183 | InvestmentIncomeExciseTax |
| Subtotal | 183 | Subtotal |
| Tax Based On Investment Income | 183 | TaxBasedOnInvestmentIncome |
| Tax Due | 183 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F QUILL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9785370003 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1 |
| City | LANCASTER | City |
| State | MA | State |
| ZIP Code | 01523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | STEPHEN F QUILL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1 |
| City | LANCASTER | City |
| State | MA | State |
| ZIP Code | 01523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 388110 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 106078 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 494188 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 494188 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7413 | CashDeemedCharitable |
| Net Noncharitable Assets | 486775 | NetNoncharitableAssets |
| Minimum Investment Return | 24339 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24339 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 183 | TaxBasedOnInvestmentIncome |
| Total Tax | 183 | TotalTax |
| Distributable Amount Before Adj | 24156 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 24156 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 24156 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 88071 | ExpensesAndContributions |
| Qualifying Distributions | 88071 | QualifyingDistributions |
| Adj Qualifying Distributions | 88071 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24156 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 59626 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 83056 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 87562 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 162867 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 106749 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 499860 | TotalExcessDistriCarryover |
| Qualifying Distributions | 88071 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24156 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 63915 | RemainingDistriFromCorpus |
| Total Corpus | 563775 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 59626 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 504149 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 83056 | ExcessFromYear4 |
| Excess From Year3 | 87562 | ExcessFromYear3 |
| Excess From Year2 | 162867 | ExcessFromYear2 |
| Excess From Year1 | 106749 | ExcessFromYear1 |
| Excess From Current Year | 63915 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN F QUILL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 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 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW HAMPSHIRE WILDLIFE FEDERATION | ||||||||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | NA | FINANCIAL ASSISTANCE | $25 | |||||
| CLINTON ATHLETIC ASSOCIATION | ||||||||||||
| PO BOX 102 | CLINTON | MA | 01510 | NONE | NA | FINANCIAL ASSISTANCE | $200 | |||||
| AMERICAN CANCER SOCIETY | ||||||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | NA | FINANCIAL ASSISTANCE | $100 | |||||
| SACO RIVER SALMON CLUB | ||||||||||||
| PO BOX 115 | SACO | ME | 04072 | NONE | NA | FINANCIAL ASSISTANCE | $100 | |||||
| AMERICAN CHESTNUT FOUNDATION | ||||||||||||
| 160 ZILLICOA STREET SUITE D | ASHEVILLE | NC | 28801 | NONE | NA | RESTORE AMERICAN CHESTNUT | $100 | |||||
| ADDERVILLE EAST FARM | ||||||||||||
| 200 PHEASANT DRIVE | MAPLEVILLE | RI | 02839 | NONE | NA | CONSERVATION | $551 | |||||
| USO | ||||||||||||
| PO BOX 96860 | WASHINGTON | DC | 20087 | NONE | NA | FINANCIAL ASSISTANCE | $100 | |||||
| SACKVILLE MEMORIAL HOSPITAL | ||||||||||||
| NONE | NA | FINANCIAL ASSISTANCE | $100 | 8 MAIN STREET | SACKVILLE | NEW BRUNSWICK | CA | E4L 4A3 | ||||
| ROTARY CLUB OF LEXINGTON | ||||||||||||
| MONTVALE PLAZA | STONEHAM | MA | 02180 | NONE | NA | FINANCIAL ASSISTANCE | $175 | |||||
| NAVY SEAL FOUNDATION | ||||||||||||
| 1619 D ST BLDG 5326 | VIRGINIA BEACH | VA | 23459 | NONE | NA | PROVIDE TRAGEDY ASSISTANCE | $500 | |||||
| CLINTON PUBLIC SCHOOLS | ||||||||||||
| PO BOC 732 | CLINTON | MA | 01510 | NONE | NA | SCHOLARSHIPS | $10,000 | |||||
| CLINTON HOSPITAL | ||||||||||||
| 201 HIGHLAND STREET | CLINTON | MA | 01510 | NONE | NA | MEDICAL | $5,000 | |||||
| THE CASA PROJECT | ||||||||||||
| 100 GROVE STREET | WORCESTER | MA | 01605 | NONE | NA | ASSIST INDIGENT FAMILIES | $1,000 | |||||
| ATLANTIC UNION COLLEGE | ||||||||||||
| PO BOX 877 | SOUTH LANCASTER | MA | 01561 | NONE | NA | FOOD DRIVE | $1,000 | |||||
| LANCASTER HISTORICAL SOCIETY | ||||||||||||
| 695 MAIN STREET 8 | LANCASTER | MA | 01523 | NONE | NA | MONETARY SUPPORT | $100 | |||||
| FRIENDS OF THE LANCASTER LIBRARY | ||||||||||||
| 717 MAIN STREET | LANCASTER | MA | 01523 | NONE | NA | MONETARY SUPPORT | $500 | |||||
| NE CENTER FOR HOMELESS VETERANS | ||||||||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NONE | NA | ASSIST HOMELESS VETERANS | $200 | |||||
| WHEAT | ||||||||||||
| 123 HIGH STREET UNIT 22 | CLINTON | MA | 01510 | NONE | NA | ASSIST INDIGENT FAMILIES | $2,500 | |||||
| UMASS WORCESTER | ||||||||||||
| 55 NORTH LAKE AVENUE | WORCESTER | MA | 01655 | NONE | NA | MONETARY SUPPORT | $5,000 | |||||
| NORTH ATLANTIC SALMON FUND | ||||||||||||
| 43RD FLOOR 200 PARK AVENUE | NEW YORK | NY | 10166 | NONE | NA | WILDLIFE CONSERVATION | $1,000 | |||||
| DUCKS UNLIMITED | ||||||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | NA | CONSERVATION | $250 | |||||
| BULLFINCH FUND | ||||||||||||
| PO BOX 194 | LANCASTER | MA | 01523 | NONE | NA | RESTORE & PRESERVE | $7,000 | |||||
| BANCROFT SCHOOL | ||||||||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | NA | MONETARY SUPPORT | $500 | |||||
| BRATTLEBORO RETREAT | ||||||||||||
| ANNA MARSH LANE | BRATTLEBORO | VT | 05302 | NONE | NA | THERAPY | $500 | |||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 10 BROOKLINE PALCE 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | NA | MEDICAL NEEDS | $500 | |||||
| NASHUA RIVER WATERSHED ASSOCIATION | ||||||||||||
| 592 MAIN STREET | GROTON | MA | 01450 | NONE | NA | LAND CONSERVATION | $1,500 | |||||
| FRIENDS OF PERKINS | ||||||||||||
| 971 MAIN STREET | LANCASTER | MA | 01523 | NONE | NA | ASSIST INDIGENT PEOPLE | $1,000 | |||||
| THE LUKEMIA LYMPHOMA SOCIETY | ||||||||||||
| 9 ERIE DRIVE | NATICK | MA | 01760 | NONE | NA | MEDICAL RESEARCH | $100 | |||||
| FRIENDS OF THE THAYER MEMORIAL LIBR | ||||||||||||
| 717 MAIN STREET | LANCASTER | MA | 01523 | NONE | NA | MONETARY SUPPORT | $100 | |||||
| MASSACHUSETTS OUTDOOR HERITAGE | ||||||||||||
| PO BOX 1510 | NORTHHAMPTON | MA | 01060 | NONE | NA | WILDLIFE CONSERVATION | $1,000 | |||||
| LAHEY CLINIC | ||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | NONE | NA | MEDICAL EQUIPMENT | $5,000 | |||||
| LANCASTER ANGEL TREE | ||||||||||||
| 200 CHURCH STREET | LANCASTER | MA | 01510 | NONE | NA | ASSIST INDIGENT FAMILIES | $3,500 | |||||
| CLINTON ITEM APPEAL | ||||||||||||
| 200 HIGH STREET | CLINTON | MA | 01510 | NONE | NA | ASSIST INDIGENT FAMILIES | $10,000 | |||||
| TOURETTE SYNDROME ASSOCIATION | ||||||||||||
| 42-40 BELL BLVD STE 205 | BAYSIDE | NY | 11361 | NONE | NA | MEDICAL RESEARCH | $27,600 | |||||
| RUFFED GROUSE SOCIETY | ||||||||||||
| 451 MCCORMICK ROAD | CORAOPOLIS | PA | 15108 | NONE | NA | WILDLIFE CONVSERVATION | $1,270 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 88071 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,113 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,677 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,790 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11790 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | STEPHEN F QUILL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GEORGE HILL ROAD | AddressLine1 |
| City | LANCASTER | City |
| State | MA | State |
| ZIP Code | 01523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 198417 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $1,770 | Amount |
| Net Investment Income | 1770 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UNRESTRICTED-READILY TRADABLE EQUITY | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 381604 | BookValue |
| EOYFMV | 398713 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY SERVICES | Category |
| Amount | $503 | Amount |
| Net Investment Income | 503 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FORM PC | $70 | 70 |
| FORM 990-PF | $87 | 87 |
| FOREIGN TAX PAID | $188 | 188 |