FRANCES PEW HAYES FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES PEW HAYES FAMILY FOUNDATION INC (EIN 65-0297367)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-29
- IRS object ID
- 201121199349100302
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-29T08:26:57-05:00 | 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 | 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 | 2010-01-01 | 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 | 2011-04-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GENE R SOLOMON CPA | Name |
| Phone | 2399395303 | Phone |
| Date Prepared | 2011-04-19 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 5088333 | 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 | 76 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 76 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 154601 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 154601 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 233816 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2669104 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 233816 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 83360 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 83360 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 471853 | TotalRevenueAndExpenses |
| Total Net Investment Income | 471853 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 35000 | 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 | 35000 | 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 | 25046 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 25046 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 245 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 122 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 123 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3495 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1748 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1747 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11569 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2346 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 4000 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 5223 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 69738 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 67671 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2067 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 175093 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 71887 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 4000 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 99206 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 228500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 228500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 403593 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 71887 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 4000 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 327706 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 68260 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 399966 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12399 | CashBOY |
| Cash EOY | 5563 | CashEOY |
| Cash EOYFMV | 5563 | CashEOYFMV |
| Investments Other BOY | 5021893 | InvestmentsOtherBOY |
| Investments Other EOY | 5069170 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5069170 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1700 | OtherAssetsBOY |
| Other Assets EOY | 13600 | OtherAssetsEOY |
| Other Assets EOYFMV | 13600 | OtherAssetsEOYFMV |
| Total Assets BOY | 5035992 | TotalAssetsBOY |
| Total Assets EOY | 5088333 | TotalAssetsEOY |
| Total Assets EOYFMV | 5088333 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 12712 | AccountsPayableBOY |
| Other Liabilities BOY | 3207 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 15919 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5020073 | UnrestrictedBOY |
| Unrestricted EOY | 5088333 | UnrestrictedEOY |
| Total Net Assets BOY | 5020073 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5088333 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5035992 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5088333 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5020073 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 68260 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5088333 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5088333 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis | Date SoldDateSold |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | 72 | 72 | 72 | ||
| RJ AWAD | 56457 | 3665 | 3665 | 52792 | |
| RJ FED | 45467 | -4798 | -4798 | 50265 | |
| RJ LAZ | 339983 | -3234 | -3234 | 343217 | |
| RJ NWQ | 129189 | 5618 | 5618 | 123571 | |
| RJ DEL | 127903 | 4665 | 4665 | 123238 | 2010-06-30 |
| RJ EAM-HQTAX | 1760527 | 226808 | 226808 | 1533719 | |
| RJ EAM-LCCG | 209506 | 1020 | 1020 | 208486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 233816 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 381775 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4714407 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080980 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 309793 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5488029 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056449 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 463552 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6341088 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073103 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 214707 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6644069 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.032316 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 258977 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5895192 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043930 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.286778 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057356 | AverageDistributionRatio |
| Net Noncharitable Assets | 5002328 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 286914 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4000 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 290914 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 327706 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4000 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4000 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4000 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 17600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 17600 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 13600 | Overpayment |
| Amount Credited To Next Year | 4000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 9600 | 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 | 35000 | 10195 | 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 | 5031095 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 27752 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 19659 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5078506 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5078506 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 76178 | CashDeemedCharitable |
| Net Noncharitable Assets | 5002328 | NetNoncharitableAssets |
| Minimum Investment Return | 250116 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 250116 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4000 | TaxBasedOnInvestmentIncome |
| Total Tax | 4000 | TotalTax |
| Distributable Amount Before Adj | 246116 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 246116 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 246116 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 327706 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 327706 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4000 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 323706 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 246116 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 31931 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 112737 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 154179 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 37656 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 163567 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 500070 | TotalExcessDistriCarryover |
| Qualifying Distributions | 327706 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 246116 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 81590 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 581660 | 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 | 31931 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 549729 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 112737 | ExcessFromYear4 |
| Excess From Year3 | 154179 | ExcessFromYear3 |
| Excess From Year2 | 37656 | ExcessFromYear2 |
| Excess From Year1 | 163567 | ExcessFromYear1 |
| Excess From Current Year | 81590 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMVETS POST 496 | |||||||
| 404 VILLAGE STREET | MILLIS | MA | 02054 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $1,000 |
| CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $37,500 |
| CYSTIC FIBROSIS FDN | |||||||
| PO BOX 96305 | WASHINGTON | DC | 200906305 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $17,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST 7TH FLOOR | BROOKLINE | MA | 024457226 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $12,000 |
| DOLLARS FOR SCHOLARS | |||||||
| NASHOBA RHS 12 GREEN RD | BOLTON | MA | 01740 | N/A | EXEMPT CORP | COLLEGE SCHOLARSHIP | $5,000 |
| HODGES UNIVERSITY | |||||||
| 2655 NORTHBROOKE DR | NAPLES | FL | 34419 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $100,000 |
| HOSPICE OF NAPLES | |||||||
| 1095 WHIPPOONWILL LN | NAPLES | FL | 34105 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $10,000 |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $12,000 |
| LEE MEMORIAL HEALTHCARE SYSTEM | |||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $10,000 |
| MOHEGAN COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 19 HARVARD ST | WORCHESTER | MA | 01609 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $4,000 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 121 GOODLETTE ROAD N | NAPLES | FL | 341026230 | N/A | EXEMPT CORP | TO ASSIST IN THE EVERYDAY OPERATIONS. | $10,000 |
| 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 | 228500 | 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 | $76 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $154,601 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $83,360 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $233,816 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $471,853 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 471853 | 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 | $3,495 | Amount |
| Net Investment Income | 1748 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1747 | 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 | 5056703 | 5056703 |
| TEDDY BEARS, ART, SHOP, FIXED ASSETS | FMV | 12467 | 12467 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $245 | Amount |
| Net Investment Income | 122 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 123 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ES 990PF PMTS | Description |
| BOY Book Value | 1700 | BOYBookValue |
| EOY Book Value | 13600 | EOYBookValue |
| EOYFMV | 13600 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| TRUST COMPANY FEES | 67154 | 67154 | 0 | 0 |
| OFFICE EXPENSE | 2584 | 517 | 0 | 2067 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS | Description |
| Revenue And Expenses Per Books | 83360 | RevenueAndExpensesPerBooks |
| Net Investment Income | 83360 | NetInvestmentIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL LIABILITIES | Description |
| BOY Book Value | 3207 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES W/H | $2,346 | 2346 | 0 | 0 |
| PAYROLL TAXES | $4,973 | 0 | 0 | 4973 |
| 990PF TAX | $4,000 | 0 | 4000 | 0 |
| COMMONWEALTH OF MASSACHUSETTS | $250 | 0 | 0 | 250 |