DOUGLAS J & ELSIE M BAILEY MEMORIAL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS J & ELSIE M BAILEY MEMORIAL FOUNDATION (EIN 27-6334932)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-06
- IRS object ID
- 201101879349100205
- Schema version
- 2010v3.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-06T14:17:09-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILTSHIRE WHITLEY RICHARDSON ENGLISH PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5249 SUMMERLIN COMMONS BLVD SUITE 1 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276334932 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS J & ELSIE M BAILEY MEMORIAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DOUG | NameControl |
| Phone | 2399492956 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23315 FOXBERRY LN | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34135 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUZANNE B DEVITT | Name |
| Title | TTEE | Title |
| Phone | 2399492956 | Phone |
| Date Signed | 2011-06-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN R WHITLEY | Name |
| Phone | 2393349191 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1238704 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1113844 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1394 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1394 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 19163 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19163 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 42177 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 685542 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 42177 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 37 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 37 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1176615 | TotalRevenueAndExpenses |
| Total Net Investment Income | 62771 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1500 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1500 | LegalFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3412 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3412 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4912 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3412 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 60000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 60000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 64912 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3412 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 61500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1111703 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 59359 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst EOY | 13350 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13350 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 906803 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1026108 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 188237 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 199246 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 0 | TotalAssetsBOY |
| Total Assets EOY | 1108390 | TotalAssetsEOY |
| Total Assets EOYFMV | 1238704 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | -3313 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 1111703 | RetainedEarningsEOY |
| Total Net Assets BOY | 0 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1108390 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1108390 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 0 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1111703 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1111703 | Subtotal |
| Other Decreases | 3313 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1108390 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA - U S TRUST - SCHEDULE ATTACHED | 2010-07-01 | 2010-12-31 | 454437 | 434314 | 20123 | 20123 | |
| BANK OF AMERICA - U S TRUST - SCHEDULE ATTACHED | 2010-06-17 | 2010-12-31 | 231021 | 209051 | 21970 | 21970 | |
| CLASS ACTION SETTLEMENT | 2010-06-17 | 2010-12-31 | 14 | 14 | 14 | P | |
| CAPITAL GAINS DIVIDENDS | 70 | 70 | 70 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 42177 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1187 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1187 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1187 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 1187 | TaxDue |
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 |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE B DEVITT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2399492956 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23315 FOXBERRY LN | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 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 |
|---|---|---|---|---|---|---|---|---|
| PAMELA J O'LEARY | ||||||||
| 295 MARKET STREET 122 | BEAVER | PA | 15009 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| SUZANNE B DEVITT | ||||||||
| 23315 FOXBERRY LN | BONITA SPRINGS | FL | 34135 | TRUSTEE | 2.00 | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOOD SEITL & ANDERSON | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3665 BEE RIDGE ROAD | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | LEGAL | TypeOfService |
| Compensation | 1500 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 605167 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37051 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 642218 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 642218 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9633 | CashDeemedCharitable |
| Net Noncharitable Assets | 632585 | NetNoncharitableAssets |
| Minimum Investment Return | 31629 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31629 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1187 | TaxBasedOnInvestmentIncome |
| Total Tax | 1187 | TotalTax |
| Distributable Amount Before Adj | 30442 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 30442 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 30442 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 61500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 61500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 61500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 30442 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 61500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 30442 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 31058 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 31058 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 31058 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 31058 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SUZANNE DEVITT TRUSTEE PAMELA O'LEA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DOUGLAS ELSIE BAILEY MEMORIAL FNDN | AddressLine1 |
| Address Line2 | 23315 FOXBERRY LN | AddressLine2 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2399492956 | RecipientPhoneNumber |
| Form And Info And Materials | THE FOUNDATION MISSION IS TO PROVIDE CHARITABLE GRANTS TO ORGANIZATIONS THAT ADVANCE MEDICAL RESEARCH AND HIGHER-EDUCATIONAL PURSUITS, WITH PRIORITY GIVEN TO ORGANIZATIONS IN THE BOSTON, MA, PITTSBURG, PA, AND BONITA SPRINGS, FL GEOGRAPHIC AREAS. GRANT APPLICATIONS ARE SUBMITTED IN A FORM PROVIDED BY THE FOUNDATION AND INCLUDE A DESCRIPTION OF THE PROJECT, AMOUNT REQUESTED, TOTAL PROJECT BUDGET, HOW THE PROJECT WILL ADVANCE THE FOUNDATION'S INTERESTS, AND ANY SPECIAL CONSIDERATION THE APPLICANT BELIEVES THE TRUSTEES SHOULD REVIEW. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE MEDICAL CENTER FOUNDATION HERITAGE VALLEY BEAVER FOUNDATION | |||||||
| 320 ROUSER ROAD STE 102 | MOON TOWNSHIP | PA | 15108 | NONE | PUBLIC FOUNDATION | MEDICAL RESEARCH | $6,000 |
| CHRISTOPHER'S HAVEN INC | |||||||
| 1 EMERSON PLACE 2N | BOSTON | MA | 02114 | NONE | PUBLIC FOUNDATION | HOME FOR KIDS WITH CANCER | $4,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 165 CAMBRIDGE STREET STE 600 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $20,000 |
| BRAIN SCIENCE FOUNDATION | |||||||
| 148 LINDEN STREET STE 303 | WELLESLEY | MA | 02482 | NONE | PUBLIC FOUNDATION | MEDICAL RESEARCH | $6,000 |
| BENTLEY UNIVERSITY | |||||||
| 175 FOREST STREET | WALTHAM | MA | 02454 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 |
| MERRICK ART GALLERY ASSOCIATES | |||||||
| 1100 5TH AVENUE | NEW BRIGHTON | PA | 15056 | NONE | PUBLIC CHARITY | FINE ARTS MUSEUM | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 60000 | 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 | $1,394 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,163 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $42,177 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $62,771 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 62771 | 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 |
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 | ESTATE OF DOUGLAS BAILEY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23315 FOXBERRY LN | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1113844 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BOA - U S TRUST FIXED INCOME | NameOfBond |
| EOY Book Value | 188237 | EOYBookValue |
| EOYFMV | 199246 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BOA - US TRUST EQUITIES | NameOfStock |
| EOY Book Value | 906803 | EOYBookValue |
| EOYFMV | 1026108 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME ON FORM 1099 NOT RECEIVED AT YEAR END | Description |
| Amount | $3,313 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT | 2880 | 2880 | 0 |
| FOREIGN TAXES PAID | 532 | 532 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON DIVIDEND DISTRIBUTIONS | Description |
| Revenue And Expenses Per Books | 37 | RevenueAndExpensesPerBooks |
| Net Investment Income | 37 | NetInvestmentIncome |
| Adjusted Net Income | 37 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ESTATE OF DOUGLAS J BAILEY CO SUZAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23315 FOXBERRY LN | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34135 | ZIPCode |