AVELINA CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AVELINA CHARITABLE FOUNDATION INC (EIN 01-0563707)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201221359349100102
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T04:15:11-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010563707 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVELINA CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AVEL | NameControl |
| Phone | 5086953252 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BELCHER STREET | AddressLine1 |
| City | PLAINVILLE | City |
| State | MA | State |
| ZIP Code | 02762 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HENRY G GRILLI | Name |
| Title | CLERK | Title |
| Phone | 5086953252 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| 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 | 2961 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 22500 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 22501 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 0 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 52 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 52 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 24552 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2051 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 476 | CashBOY |
| Cash EOY | 1035 | CashEOY |
| Cash EOYFMV | 1035 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4536 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1926 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1926 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 5012 | TotalAssetsBOY |
| Total Assets EOY | 2961 | TotalAssetsEOY |
| Total Assets EOYFMV | 2961 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 5012 | RetainedEarningsBOY |
| Retained Earnings EOY | 2961 | RetainedEarningsEOY |
| Total Net Assets BOY | 5012 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2961 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5012 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2961 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5012 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2051 | ExcessOfRevenueOverExpenses |
| Subtotal | 2961 | Subtotal |
| Total Net Assets Fund Balances EOY | 2961 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 27200 | QualifyingDistributionsYear1 |
| Net Noncharitable Assets | 2814 | NetNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
| 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 | true | 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 Person Name | THE FOUNDATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5086953252 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BELCHER STREET | AddressLine1 |
| City | PLAINVILLE | City |
| State | MA | State |
| ZIP Code | 027621303 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| GERARD C LORUSSO | ||||||||
| 3 BELCHER STREET | PLAINVILLE | MA | 02762 | PRES, TREAS TRUSTEE | 1.00 | 0 | 0 | 0 |
| JOSEPH J LORUSSO | ||||||||
| 299 CREEK STREET | WRENTHAM | MA | 02093 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| HENRY G GRILLI | ||||||||
| 3 BELCHER STREET | PLAINVILLE | MA | 02762 | CLERK | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2857 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2857 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2857 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43 | CashDeemedCharitable |
| Net Noncharitable Assets | 2814 | NetNoncharitableAssets |
| Minimum Investment Return | 141 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 141 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 141 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 141 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 141 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 141 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 536 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year5 | 63513 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 123025 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 78200 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 92450 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 27200 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 384388 | TotalExcessDistriCarryover |
| Total Corpus | 384388 | TotalCorpus |
| Taxable Amount2 | 536 | TaxableAmount2 |
| Undistributed Income CY | 141 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 63513 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 320875 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 123025 | ExcessFromYear4 |
| Excess From Year3 | 78200 | ExcessFromYear3 |
| Excess From Year2 | 92450 | ExcessFromYear2 |
| Excess From Year1 | 27200 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo (3 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| AVELINA CHARITABLE FOUNDATION | 3 BELCHER STREET | PLAINVILLE | MA | 02762 | 5086953252 | APPLICATIONS MAY TAKE THE FORM OF A SIGNED LETTER STATING THE PURPOSE AND USE OF THE GRANT. INCLUDE PROGRAM LITERATURE. | NONE | NONE |
| AVELINA CHARITABLE FOU DATION | 3 BELCHER STREET | PLAINVILLE | MA | 02762 | 5086953252 | APPLICATIONS MAY TAKE THE FORM OF A SIGNED LETTER STATING THE PURPOSE AND USE OF THE GRANT. INCLUDE PROGRAM LITERATURE. | NONE | NONE |
| AVELINA CHARITABLE FOUNDATION INC | 3 BELCHER STREET | PLAINVILLE | MA | 02762 | 5086953252 | APPLICATIONS MAY TAKETHE FORM OF A SIGNED LETTER STATING THE PURPOSE AND USE OF THE GRANT. INCLUDE PROGRAM LITERATURE. | NONE | NONE |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| XAVERIAN BROTHERS HIGH SCHOOL | ||||||
| 800 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | PUBLIC CHARITY | RELIGIOUS, SCIENTIFIC, EDUCATIONAL | $2,500 |
| KING PHILIP HIGH SCHOOL | ||||||
| 201 FRANKLIN STREET | WRENTHAM | MA | 02093 | PUBLIC CHARITY | RELIGIOUS, SCIENTIFIC, EDUCATIONAL | $2,500 |
| MERCYMOUNT COUNTRY DAY SCHOOL | ||||||
| WRENTHAM RD | CUMBERLAND | RI | 02860 | PUBLIC CHARITY | RELIGIOUS, SCIENTIFIC, EDUCATIONAL | $1,000 |
| HOCKOMOCK YMCA | ||||||
| 3 ELMWOOD STREET | NORTH ATTLEBORO | MA | 02762 | PUBLIC CHARITY | RELIGIOS, SCEINTIFIC, EDUCATIONAL | $15,000 |
| PAN MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PUBLIC CHARITY | RELIGIOUS, SCIENTIFIC, EDUCATIONAL | $1,000 |
| DANA HALL SCHOOL | ||||||
| 45 DANA RD | WELLESLEY | MA | 02482 | PUBLIC CHARITY | RELIGIOUS, SCIENTIFIC, EDUCATIONAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 24500 | TotGrantOrContriPaidDuringYear |
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 Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AVELINA COMPANIES INC | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BELCHER STREET | AddressLine1 |
| City | PLAINVILLE | City |
| State | MA | State |
| ZIP Code | 02762 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 22500 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part VII-A Question 10 | Identifier |
| Explanation | JOSEPH J LORUSSO 299 CREEK STREET WRENTHAM MA 02093 GERARD C LORUSSO 3 BELCHER STREET PLAINVILLE MA 02762 THE AVELINA COMPANIES, INC 3 BELCHER STREET PLAINVILLE MA 02762 | Explanation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| FILING FEES | 50 |
| OTHER FEES | 2 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2009 990-PF | Category |