ADELAIDE BREED BAYRD FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ADELAIDE BREED BAYRD FOUNDATION (EIN 04-6051258)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-31
- IRS object ID
- 201232139349100303
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-31T14:17:30-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043141926 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUCCI BARDARO & BARRETT PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 EASTERN AVENUE | AddressLine1 |
| City | MALDEN | City |
| State | MA | State |
| ZIP Code | 02148 | 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 | 046051258 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELAIDE BREED BAYRD FOUNDATION CO C HENRY KEZER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ADEL | NameControl |
| Phone | 7813241231 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1 |
| City | MALDEN | City |
| State | MA | State |
| ZIP Code | 02148 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C HENRY KEEZER | Name |
| Title | AGENT | Title |
| Phone | 7813241231 | Phone |
| Date Signed | 2012-07-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRIS BARRETT CPA | Name |
| PTIN | P00634437 | PTIN |
| Phone | 7813216065 | Phone |
| Date Prepared | 2012-07-03 | DatePrepared |
| 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 | 2800772 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 640000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2878 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2878 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 60395 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 60395 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 119578 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 119578 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 119578 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 822851 | TotalRevenueAndExpenses |
| Total Net Investment Income | 182851 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 14250 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 7500 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 7500 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 17500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 17500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 62613 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 62613 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 74 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 74 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1222 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 8124 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 8124 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 346216 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 346216 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 457499 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 442027 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 892860 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 892860 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1350359 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 442027 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 892860 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -527508 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 25155 | CashBOY |
| Cash EOY | 32838 | CashEOY |
| Cash EOYFMV | 32838 | CashEOYFMV |
| Investments Govt Oblig BOY | 51658 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 160511 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 160511 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2471018 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1834496 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1834496 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 437255 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 503757 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 503757 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 323647 | InvestmentsOtherBOY |
| Investments Other EOY | 267346 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 267346 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 12350 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 10527 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 3046 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1823 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1824 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 3311779 | TotalAssetsBOY |
| Total Assets EOY | 2800771 | TotalAssetsEOY |
| Total Assets EOYFMV | 2800772 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 12500 | AccountsPayableBOY |
| Accounts Payable EOY | 29000 | AccountsPayableEOY |
| Total Liabilities BOY | 12500 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29000 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3299279 | UnrestrictedBOY |
| Unrestricted EOY | 2771771 | UnrestrictedEOY |
| Total Net Assets BOY | 3299279 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2771771 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3311779 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2800771 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3299279 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -527508 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2771771 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2771771 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | GAIN ON SALE OF INVESMTENTS - SEE ATTACHMENT #1 | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 119578 | GrossSalesPrice |
| Gain Or Loss | 119578 | GainOrLoss |
| Gains Minus Excess Or Losses | 119578 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 119578 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1023368 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3188587 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.320947 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 945976 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3457019 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.273639 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 934874 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4126382 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.226560 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 828475 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4400970 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.188248 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 699503 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3863405 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.181059 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.190453 | TotalDistributionRatio |
| Average Distribution Ratio | 0.238091 | AverageDistributionRatio |
| Net Noncharitable Assets | 3156599 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 751558 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 751558 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 892860 | 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 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2177 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2177 | TotalCreditsAndPayments |
| Overpayment | 2177 | Overpayment |
| Amount Credited To Next Year | 2177 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | C HENRY KEZER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7813241231 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1 |
| City | MALDEN | City |
| State | MA | State |
| ZIP Code | 02148 | 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 |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| C HENRY KEZER | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | PRESIDENT | 1.00 | 2100 | 0 | 0 |
| SUSAN C MANSUR | ||||||||
| PO BOX 589 | CENTER HARBOR | NH | 03226 | TREASURER | 1.00 | 6150 | 0 | 0 |
| RICHARD R BURNS JR | ||||||||
| 204 MAIN STREET | MALDEN | MA | 02148 | TRUSTEE | 1.00 | 1800 | 0 | 0 |
| FRANCIS K BROWN II | ||||||||
| 125 HIGH STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | 1200 | 0 | 0 |
| PAUL MCPHEETERS | ||||||||
| 235 FOREST STREET | MALDEN | MA | 02148 | TRUSTEE | 1.00 | 900 | 0 | 0 |
| H ALLEN STEVENS | ||||||||
| PO BOX 829 | JACKSON | NH | 03846 | TRUSTEE | 1.00 | 1200 | 0 | 0 |
| DOROTHY WHITTIER | ||||||||
| 121 WILLOW STREET | READING | MA | 01867 | TRUSTEE | 1.00 | 900 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO 501(C)(3) ORGANIZATIONS, MALDEN CITY AGENCIES AND SCHOLARSHIPS FOR DESERVING STUDENTS | Description1 |
| Expenses1 | 892860 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3122945 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 81724 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3204669 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3204669 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 48070 | CashDeemedCharitable |
| Net Noncharitable Assets | 3156599 | NetNoncharitableAssets |
| Minimum Investment Return | 157830 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 157830 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 157830 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 157830 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 157830 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 892860 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 892860 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 892860 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 157830 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 702592 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 619058 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 729487 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 774099 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 871079 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3696315 | TotalExcessDistriCarryover |
| Qualifying Distributions | 892860 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 157830 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 735030 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4431345 | 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 | 702592 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3728753 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 619058 | ExcessFromYear4 |
| Excess From Year3 | 729487 | ExcessFromYear3 |
| Excess From Year2 | 774099 | ExcessFromYear2 |
| Excess From Year1 | 871079 | ExcessFromYear1 |
| Excess From Current Year | 735030 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | C HENRY KEZER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MAIN STREET | AddressLine1 |
| City | MALDEN | City |
| State | MA | State |
| ZIP Code | 02148 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7813241231 | RecipientPhoneNumber |
| Form And Info And Materials | NOT YET DETERMINED | FormAndInfoAndMaterials |
| Submission Deadlines | NOT YET DETERMINED | SubmissionDeadlines |
| Restrictions On Awards | NOT YET DETERMINED | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ATTACHMENT #3 SCHEDULE OF GRANTS | |||||||
| SEE ATTACHMENT | SEE ATTACHMENT | MA | 99999 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $735,360 |
| ATTACHMENT #4 SCHEDULE OF DONATIONS | |||||||
| SEE ATTACHMENT | SEE ATTACHMENT | MA | 99999 | NONE | 501(C) | PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR | $26,000 |
| ATTACHMENT #5 SCHEDULE OF SCHOLARSHIPS | |||||||
| SEE ATTACHMENT | SEE ATTACHMENT | MA | 99999 | NONE | 501(C) | PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN | $131,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 892860 | 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 | $2,878 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $60,395 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 119578 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $63,273 | ExclusionAmount |
| Related Or Exempt Function Income | 119578 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 182851 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumber |
| Relationship Statement | UNREALIZED GAIN ON INVESTMENTS | RelationshipStatement |
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 |
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 | BLANCHE SIMPSON BAYRD TUW GEORGE J | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 640000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $17,500 | Amount |
| Net Investment Income | 17500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (7 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| PROJECTOR | 2007-04-04 | 297 | 245 | 200DB | 5.000000000000 | 35 | 0 |
| COMPUTER EQUIPMENT | 2007-03-02 | 4013 | 3319 | 200DB | 5.000000000000 | 463 | 0 |
| FURNITURE & FIXTURES | 2001-01-01 | 520 | 520 | 200DB | 5.000000000000 | 0 | 0 |
| FURNITURE & FIXTURES | 2007-04-04 | 4133 | 2842 | 200DB | 7.000000000000 | 369 | 0 |
| FURNITURE & FIXTURES | 2007-05-18 | 937 | 644 | 200DB | 7.000000000000 | 84 | 0 |
| FURNITURE & FIXTURES | 2007-12-03 | 445 | 306 | 200DB | 7.000000000000 | 40 | 0 |
| VALLEY COMMUNICATIONS | 2008-09-02 | 2005 | 1428 | 200DB | 5.000000000000 | 231 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 503757 | EOYBookValue |
| EOYFMV | 503757 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 1834496 | EOYBookValue |
| EOYFMV | 1834496 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 160511 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 160511 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT TRUSTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 267346 | BookValue |
| EOYFMV | 267346 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (7 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| PROJECTOR | 297 | 280 | 17 | 17 |
| COMPUTER EQUIPMENT | 4013 | 3782 | 231 | 231 |
| FURNITURE & FIXTURES | 520 | 520 | 0 | 0 |
| FURNITURE & FIXTURES | 4133 | 3211 | 922 | 922 |
| FURNITURE & FIXTURES | 937 | 728 | 209 | 209 |
| FURNITURE & FIXTURES | 445 | 346 | 99 | 99 |
| VALLEY COMMUNICATIONS | 2005 | 1659 | 346 | 346 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $7,500 | Amount |
| Net Investment Income | 7500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| POSTAGE | 659 | 659 | 0 |
| TELEPHONE EXPENSE | 665 | 665 | 0 |
| TRAVEL & ENTERTAINMENT | 526 | 526 | 0 |
| BANK CHARGES | 322 | 322 | 0 |
| FILING FEES | 294 | 294 | 0 |
| EQUIPMENT LEASE | 2261 | 2261 | 0 |
| UNREALIZED LOSS ON SALE OF ASSETS | 341489 | 341489 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| IT CONSULTANT | $356 | 356 | 0 |
| MANAGEMENT FEES | $36,000 | 36000 | 0 |
| EASTERN BANK AGENCY FEES | $26,257 | 26257 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $74 | Amount |
| Net Investment Income | 74 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |