FRANCES PEW HAYES FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES PEW HAYES FAMILY FOUNDATION INC (EIN 65-0297367)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-11
- IRS object ID
- 201211639349100401
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-11T08:32:52-05:00 | 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 | GENE R SOLOMON CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1342 COLONIAL BLVD STE B-11 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33907 | 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 | 650297367 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES PEW HAYES FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 9787796251 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL ROAD | AddressLine1 |
| City | BOLTON | City |
| State | MA | State |
| ZIP Code | 01740 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J HOWARD PEW BLACK | Name |
| Title | PRESIDENT | Title |
| Phone | 9787796251 | Phone |
| Date Signed | 2012-05-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GENE R SOLOMON CPA | Name |
| PTIN | P00737682 | PTIN |
| Phone | 2399395303 | Phone |
| Date Prepared | 2012-05-31 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 4902836 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
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 | 34 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 34 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 130596 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 128808 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 98313 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2531112 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 98313 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 94 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 94 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 229037 | TotalRevenueAndExpenses |
| Total Net Investment Income | 227249 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 35005 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 35005 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 30000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 30000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 26245 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 26245 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2515 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1258 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1257 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11122 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2880 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 3087 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 5155 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 133024 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 68750 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 62949 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1325 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 237911 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 72888 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 66036 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 98987 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 177200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 177200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 415111 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 72888 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 66036 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 276187 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -186074 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 154361 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5563 | CashBOY |
| Cash EOY | 11090 | CashEOY |
| Cash EOYFMV | 11090 | CashEOYFMV |
| Investments Other BOY | 5069170 | InvestmentsOtherBOY |
| Investments Other EOY | 4890833 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4890833 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 13600 | OtherAssetsBOY |
| Other Assets EOY | 913 | OtherAssetsEOY |
| Other Assets EOYFMV | 913 | OtherAssetsEOYFMV |
| Total Assets BOY | 5088333 | TotalAssetsBOY |
| Total Assets EOY | 4902836 | TotalAssetsEOY |
| Total Assets EOYFMV | 4902836 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 577 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 577 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5088333 | UnrestrictedBOY |
| Unrestricted EOY | 4902259 | UnrestrictedEOY |
| Total Net Assets BOY | 5088333 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4902259 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5088333 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4902836 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5088333 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -186074 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4902259 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4902259 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|
| CAP GN LOSS SCH ARE AVAILABLE ON REQUEST | P | 0 | 0 | ||
| RJ AWAD | 1838 | 1838 | 11490 | 9652 | |
| RJ AWAD | 19098 | 19098 | 146234 | 127136 | |
| RJ FED | 42 | 42 | 4089 | 4047 | |
| RJ FED | 8062 | 8062 | 55932 | 47870 | |
| RJ LAZ | 6398 | 6398 | 133299 | 126901 | |
| RJ LAZ | -2426 | -2426 | 247475 | 249901 | |
| RJ NWQ | 3996 | 3996 | 14538 | 10542 | |
| RJ NWQ | 2848 | 2848 | 102166 | 99318 | |
| RJ DEL | 3325 | 3325 | 12866 | 9541 | |
| RJ DEL | 24496 | 24496 | 100641 | 76145 | |
| RJ EAM-HQTAX | 515 | 515 | 296810 | 296295 | |
| RJ EAM-HQTAX | 17411 | 17411 | 1120387 | 1102976 | |
| RJ EAM-HQTAX - PRINC REDUCTIONS | 0 | 0 | 110320 | 110320 | |
| RJ EAM-LCCG | 4406 | 4406 | 62508 | 58102 | |
| RJ EAM-LCCG | 8230 | 8230 | 112283 | 104053 | |
| CAPITAL GAINS DISTRIBUTIONS | 74 | 74 | 74 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 98313 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 323706 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5002328 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064711 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 381775 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4714407 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.080980 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 309793 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5488029 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056449 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 463552 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6341088 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.073103 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 214707 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6644069 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.032316 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.307559 | TotalDistributionRatio |
| Average Distribution Ratio | 0.061512 | AverageDistributionRatio |
| Net Noncharitable Assets | 4865256 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 299272 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1544 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 300816 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 276187 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3087 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3087 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3087 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 913 | Overpayment |
| Amount Credited To Next Year | 913 | 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 | FL | StatesFiledWith |
| 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 | J HOWARD P BLACK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9787796251 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL RD | AddressLine1 |
| City | BOLTON | City |
| State | MA | State |
| ZIP Code | 017401091 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| J HOWARD P BLACK | ||||||||
| 103 DRUMLIN HILL RD | BOLTON | MA | 017401091 | PRESIDENT | 40.00 | 0 | 0 | 0 |
| MARY S BLACK | ||||||||
| 103 DRUMLIN HILL RD | BOLTON | MA | 017401091 | DIRECTOR | 40.00 | 35005 | 11122 | 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 | 4890272 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28177 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 20897 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4939346 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4939346 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 74090 | CashDeemedCharitable |
| Net Noncharitable Assets | 4865256 | NetNoncharitableAssets |
| Minimum Investment Return | 243263 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 243263 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3087 | TaxBasedOnInvestmentIncome |
| Total Tax | 3087 | TotalTax |
| Distributable Amount Before Adj | 240176 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 240176 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 240176 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 276187 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 276187 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 276187 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 240176 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 112737 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 154179 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 37656 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 163567 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 81590 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 549729 | TotalExcessDistriCarryover |
| Qualifying Distributions | 276187 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 240176 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 36011 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 585740 | 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 | 112737 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 473003 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 154179 | ExcessFromYear4 |
| Excess From Year3 | 37656 | ExcessFromYear3 |
| Excess From Year2 | 163567 | ExcessFromYear2 |
| Excess From Year1 | 81590 | ExcessFromYear1 |
| Excess From Current Year | 36011 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | J HOWARD P BLACK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 DRUMLIN HILL RD | AddressLine1 |
| City | BOLTON | City |
| State | MA | State |
| ZIP Code | 01740 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9787796251 | RecipientPhoneNumber |
| Form And Info And Materials | IRS TAX EXEMPT LTR AND PURPOSE OF GRANT | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AVOW HOSPICE | |||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $10,000 |
| CHILDREN'S HOSPITAL TRUST | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $37,500 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 991 2ND AVE N | NAPLES | FL | 341026230 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $5,000 |
| CYSTIC FIBROSIS FDN | |||||||
| PO BOX 96305 | WASHINGTON | DC | 200906305 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $17,500 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST 7TH FLOOR | BROOKLINE | MA | 024457226 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $22,000 |
| DOLLARS FOR SCHOLARS | |||||||
| NASHOBA RHS 12 GREEN RD | BOLTON | MA | 01740 | N/A | EXEMPT CORP | COLLEGE SCHOLARSHIP | $5,000 |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $25,000 |
| LEE MEMORIAL HEALTHCARE SYSTEM | |||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $10,000 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 121 GOODLETTE ROAD N | NAPLES | FL | 341026230 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $10,000 |
| RFK'S CHILDREN'S ACTION CORPS | |||||||
| 11 BEACON ST STE 820 | BOSTON | MA | 02108 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $2,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $100 |
| SALVATION ARMY | |||||||
| 2313 DAVIS BLVD | NAPLES | FL | 34104 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $2,000 |
| SHELTER FOR ABUSED WOMEN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $15,000 |
| WEBSTER EDUCATION FOUNDATION | |||||||
| PO BOX 86 | WEBSTER | MA | 01570 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $6,000 |
| WORCESTER FAMILY FOOD BANK | |||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $100 |
| YOUTH HAVEN | |||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 177200 | 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 | $34 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $130,596 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $98,313 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $229,037 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 229037 | 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 | Category |
| Amount | $2,515 | Amount |
| Net Investment Income | 1258 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1257 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| RAYMOND JAMES SECURITIES & MONEY MKTS | FMV | 4878366 | 4878366 |
| TEDDY BEARS, ART, SHOP, FIXED ASSETS | FMV | 12467 | 12467 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ES 990PF PMTS | Description |
| BOY Book Value | 13600 | BOYBookValue |
| EOY Book Value | 913 | EOYBookValue |
| EOYFMV | 913 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| TRUST COMPANY FEES | 68419 | 68419 | 0 | 0 |
| OFFICE EXPENSE | 1656 | 331 | 0 | 1325 |
| UNREALIZED LOSS ON INVESTMENTS | 62949 | 0 | 62949 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| ROUNDING | 2 | 2 |
| OTHER | 92 | 92 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ST WITHHOLDING | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 577 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES W/H | $2,880 | 2880 | 0 | 0 |
| PAYROLL TAXES | $5,085 | 0 | 0 | 5085 |
| COMMONWEALTH OF MASSACHUSETTS | $70 | 0 | 0 | 70 |
| FED EXCISE TAX | $3,087 | 0 | 3087 | 0 |