EDWARD A BOND FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD A BOND FOUNDATION (EIN 04-6742955)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-03
- IRS object ID
- 201141239349100124
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-03T15:46:23-05:00 | 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 | DARMODY MERLINO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 | 046742955 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD A BOND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOND | NameControl |
| Phone | 6173873400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 SPRING STREET | AddressLine1 |
| City | EVERETT | City |
| State | MA | State |
| ZIP Code | 02149 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD A BOND | Name |
| Title | TRUSTEE | Title |
| Phone | 6173873400 | Phone |
| Date Signed | 2011-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | A DENNIS BARBO | Name |
| Phone | 6174267300 | 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 | 1135870 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
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 | 7115 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7115 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 20853 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20853 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -383 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 99000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 27585 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27968 | 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 |
| Taxes Rev And Expnss | 366 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2000 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2366 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 31500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 31500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 33866 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 31500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6281 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27968 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 204464 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 287565 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 287565 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 463765 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 473383 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 734766 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 209000 | InvestmentsOtherBOY |
| Investments Other EOY | 110000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 113539 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 877229 | TotalAssetsBOY |
| Total Assets EOY | 870948 | TotalAssetsEOY |
| Total Assets EOYFMV | 1135870 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 877229 | UnrestrictedBOY |
| Unrestricted EOY | 870948 | UnrestrictedEOY |
| Total Net Assets BOY | 877229 | TotalNetAssetsBOY |
| Total Net Assets EOY | 870948 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 877229 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 870948 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 877229 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6281 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 870948 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 870948 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 99000 SHS CD SOUTHWESTM, M&I CLD | P | 2008-02-27 | 2010-03-15 | 99000 | 99000 | 0 | 0 |
| 115 SHS CITADEL BROADCASTING CO | P | 1996-09-09 | 2010-06-18 | 383 | -383 | -383 | |
| 1666 SHS FRONTIER COMMUNICATIONS | P | 2010-07-16 | 2010-07-16 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -383 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 67519 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 974143 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.069311 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 72978 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1241481 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058783 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1360866 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.033067 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 46000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1256074 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.036622 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 43000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1039561 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041364 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.239147 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047829 | AverageDistributionRatio |
| Net Noncharitable Assets | 1050170 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50229 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 280 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50509 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 31500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 559 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 559 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 559 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 9 | PenaltyForUnderpayment |
| Tax Due | 568 | 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 | 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 |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | EDWARD A BOND JR TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6173873400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 SPRING STREET | AddressLine1 |
| City | EVERETT | City |
| State | MA | State |
| ZIP Code | 02149 | 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD A BOND JR | ||||||||
| 145 SPRING STREET | EVERETT | MA | 02149 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ALETTA B BOND | ||||||||
| 145 SPRING STREET | EVERETT | MA | 02149 | 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 |
| 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 | 817491 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 248671 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1066162 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1066162 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15992 | CashDeemedCharitable |
| Net Noncharitable Assets | 1050170 | NetNoncharitableAssets |
| Minimum Investment Return | 52509 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52509 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 559 | TaxBasedOnInvestmentIncome |
| Total Tax | 559 | TotalTax |
| Distributable Amount Before Adj | 51950 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 51950 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 51950 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 31500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 31500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 31500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 51950 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 25608 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 12948 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 19474 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 58030 | TotalExcessDistriCarryover |
| Qualifying Distributions | 31500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 20450 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 20450 | ExcessDistriCyovAppliedCY |
| Total Corpus | 37580 | 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 | 5158 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 32422 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 12948 | ExcessFromYear2 |
| Excess From Year1 | 19474 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | EDWARD A BOND JR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 SPRING STREET | AddressLine1 |
| City | EVERETT | City |
| State | MA | State |
| ZIP Code | 02149 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6172873400 | RecipientPhoneNumber |
| Form And Info And Materials | ANY FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||
| 55 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC | RELIGIOUS, SCIENTIFIC, OR EDUCATIONAL, ETC. | $10,000 |
| CARMELITE IMPROVEMENT FUND | |||||||
| 55 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC | RELIGIOUS, SCIENTIFIC, OR EDUCATIONAL, ETC. | $1,000 |
| HARVARD GRADUATE SCHOOL OF DESIGN | |||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | RELIGIOUS, SCIENTIFIC, OR EDUCATIONAL, ETC. | $500 |
| CHAMPLAIN COLLEGE | |||||||
| 163 SOUTH WILLARD ST | BURLINGTON | VT | 05402 | NONE | PUBLIC | RELIGIOUS, SCIENTIFIC, OR EDUCATIONAL, ETC. | $1,000 |
| LAHEY CLINIC CHAIRMANS COUNCIL | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | NONE | PUBLIC | RELIGIOUS, SCIENTIFIC, OR EDUCATIONAL, ETC. | $5,000 |
| NEW ENGLAND COLLEGE | |||||||
| 24 BRIDGE STREET | HENNIKER | NH | 03242 | NONE | PUBLIC | RELIGIOUS, SCIENTIFIC, OR EDUCATIONAL, ETC. | $10,000 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | |||||||
| 2500 N RIVER ROAD | MANCHESTER | NH | 03106 | NONE | PUBLIC | RELIGIOUS, SCIENTIFIC, OR EDUCATIONAL, ETC. | $1,000 |
| ST JOHN'S PREPARATORY SCHOOL | |||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | NONE | PUBLIC | RELIGIOUS, SCIENTIFIC, OR EDUCATIONAL, ETC. | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 31500 | 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 | $7,115 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,853 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$383 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,585 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27585 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (22 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 700 SHS BOEING | 31953 | 45682 |
| 2000 SHS CORNING | 17159 | 38640 |
| 1000 SHS EXXON MOBIL | 34141 | 73120 |
| 1000 SHS HEWLETT & PACKARD | 17559 | 42100 |
| 2000 SHS INTEL | 20592 | 42060 |
| 1000 SHS MCDONALDS | 32701 | 76760 |
| 1000 SHS MERCK | 31910 | 36040 |
| 800 SHS NSTAR | 8472 | 33752 |
| 800 SHS PROCTOR & GAMBLE | 17978 | 51464 |
| 1666 SHS VERIZON | 54800 | 59609 |
| 800 SHS WALMART | 46627 | 43144 |
| 997 SHS COMCAST CORP CL A | 16954 | 21904 |
| 600 SHRS BANK OF AMERICA | 21093 | 8004 |
| 275 SHS NUCOR | 15691 | 48202 |
| 225 CARDINAL HEALTH | 10621 | 8620 |
| 400 SHRS CITIGROUP INC | 18685 | 1892 |
| 1000 SHRS MICROSOFT CORP | 24946 | 27910 |
| 120 SHRS MEDCO HEALTH SOL | 1793 | 14705 |
| 1500 SHS NORTHEAST UTILITIES | 35499 | 47820 |
| 112 SHS CAREFUSION CORP | 4209 | 2878 |
| 1000 SHS BAC MKT LINK | 10000 | 10460 |
| 115 SHS CITADEL BROADCASTING | 0 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERTIFICATE OF DEPOSITS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 110000 | BookValue |
| EOYFMV | 113539 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROFESSIONAL FEES | Description |
| Revenue And Expenses Per Books | 2000 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MASSACHUSETTS TAXES | $35 | 0 | 0 |
| FEDERAL TAXES | $331 | 0 | 0 |