JOSIAH A SPAULDING EDUCATION FUND: Form 990EZ, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JOSIAH A SPAULDING EDUCATION FUND (EIN 22-3031985)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201133159349200323
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T14:52:31-06:00 | 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 | ROY & RURAK LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 PLEASANT ST | AddressLine1 |
| City | NORTH ANDOVER | City |
| State | MA | State |
| ZIP Code | 01845 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223031985 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSIAH A SPAULDING EDUCATION FUND | BusinessNameLine1 |
| Business Name Line2 | C/O THERESA CONWAY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSI | NameControl |
| Phone | 9785268336 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 192 | AddressLine1 |
| City | MANCHESTER | City |
| State | MA | State |
| ZIP Code | 01944 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA CONWAY | Name |
| Title | TREASURER | Title |
| Phone | 9785268336 | Phone |
| Date Signed | 2011-11-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENISE S ROY | Name |
| Phone | 9784096180 | Phone |
| Date Prepared | 2011-11-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 49810 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 49207 | ContributionsGiftsGrantsEtc |
| Investment Income | 603 | InvestmentIncome |
| Total Revenue | 49810 | TotalRevenue |
| Grants And Similar Amounts Paid | 73619 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 2476 | OtherExpensesTotal |
| Total Expenses | 76095 | TotalExpenses |
| Excess Or Deficit For Year | -26285 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 183661 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 157376 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183661 | BOY |
| EOY | 157376 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183661 | BOY |
| EOY | 157376 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183661 | BOY |
| EOY | 157376 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| GRANTS AND AWARDS FOR SCHOOL PROGRAMS | ||
| GRANTS AND AWARDS FOR SCHOOL PROGRAMS | 73619 | 74496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 74496 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| KRISTIN PRINCE | ||||||
| 3 OAKES AVE | GLOUCESTER | MA | 01930 | TRUSTEE | 2.00 | 0 |
| MONA ELIASSEN TALIAFERRO | ||||||
| 19 PROCTOR ROAD | MANCHESTER | MA | 01944 | TRUSTEE | 2.00 | 0 |
| SUSAN EVANS | ||||||
| 22 ROCKWOOD HTS RD | MANCHESTER | MA | 01944 | TRUSTEE | 2.00 | 0 |
| THERESA CONWAY | ||||||
| 7 PROCTOR STREET | MANCHESTER | MA | 01944 | TREASURER | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THERESA CONWAY | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 PROCTOR STREET | AddressLine1 |
| City | MANCHESTER | City |
| State | MA | State |
| ZIP Code | 01944 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9785268336 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61217 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 144394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84081 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62146 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49207 | CurrentTaxYear |
| Total | 401045 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61217 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 144394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84081 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62146 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49207 | CurrentTaxYear |
| Total | 401045 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16100 | CurrentTaxYearMinus2Years |
| Total | 36100 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16100 | CurrentTaxYearMinus2Years |
| Total | 36100 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 364945 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7752 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8320 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 603 | CurrentTaxYear |
| Total | 19128 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7752 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8320 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 603 | CurrentTaxYear |
| Total | 19128 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 68969 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 152714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 85570 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63110 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49810 | CurrentTaxYear |
| Total | 420173 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.86860 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.82400 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS | FORM 990-EZ, PART I, LINE 10 | MANCHESTER ESSEX REGIONAL SCHOOL DI P.O. BOX 1407 MANCHESTER, MA 01944 6,250 0 0 MANCHESTER ESSEX REGIONAL SCOOL DIS 10,000 0 0 MANCHESTER HIGH SCHOOL 13,457 0 0 MANCHESTER HIGH SCHOOL 5,631 0 0 MANCHESTER HIGH SCHOOL 8,176 0 0 MANCHESTER MEMORIAL SCHOOL 13,487 0 0 |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES POSTAGE AND DELIVERY 1,276 PRINTING AND REPRODUCTION 554 MISCELLANEOUS 40 FILING FEES 35 PROMOTIONAL ITEMS 234 SUPPLIES 337 TOTAL 2,476 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION. |
| ALL OTHER ACHIEVEMENTS | FORM 990-EZ, PART III, LINE 31 | GRANTS AND AWARDS FOR SCHOOL PROGRAMS |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| KRISTIN PRINCE |
| MONA ELIASSEN TALIAFERRO |
| SUSAN EVANS |
| THERESA CONWAY |