SHOLLEY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SHOLLEY FOUNDATION INC (EIN 04-6014010)
- Tax period
- 2010-05-01 to 2011-04-30
- Filed
- 2011-09-14
- IRS object ID
- 201142579349100204
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-14T10:54:55-05:00 | Timestamp |
| Tax Period End Date | 2011-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046014010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOLLEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHOL | NameControl |
| Phone | 6175701133 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY KATHLEEN O'CONNELL | Name |
| Title | TRUSTEE | Title |
| Phone | 6175701133 | Phone |
| Date Signed | 2011-09-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER G NEWHALL | Name |
| Phone | 6175701133 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2071772 | 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 |
| Dividends Rev And Expnss | 52015 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 52015 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -19618 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 212744 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 345 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 17 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 32742 | TotalRevenueAndExpenses |
| Total Net Investment Income | 52032 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 22005 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 12103 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 9902 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1758 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 579 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 300 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 300 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 24063 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12982 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 9902 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 71750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 71750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95813 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12982 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 81652 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -63071 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 39050 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 38248 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 78341 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 78341 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 622557 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 477874 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 507686 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 754297 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 796316 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1485745 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1415102 | TotalAssetsBOY |
| Total Assets EOY | 1352531 | TotalAssetsEOY |
| Total Assets EOYFMV | 2071772 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1415102 | CapitalStockBOY |
| Capital Stock EOY | 1352531 | 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 | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1415102 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1352531 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1415102 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1352531 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1415102 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -63071 | ExcessOfRevenueOverExpenses |
| Other Increases | 500 | OtherIncreases |
| Subtotal | 1352531 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1352531 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 70M US TREAS NTS 5.750% 8/15/10 | P | 2010-08-16 | 70000 | 69869 | 131 | 131 |
| 346.101 SHS FIDELITY SELECT BIOTECHNOLOGY | P | 2010-12-23 | 25819 | 30000 | -4181 | -4181 |
| 1566.052 SHS T ROWE PRICE SCIENCE & TECH FD | P | 2010-12-23 | 42111 | 57679 | -15568 | -15568 |
| 75M US TREAS BILLS 1/13/11 | P | 2011-01-13 | 74814 | 74814 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -19618 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 84675 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1853764 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045677 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 86932 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1865134 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046609 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 80515 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2234440 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.036034 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 66718 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2132354 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.031288 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69841 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2011944 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034713 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.194321 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038864 | AverageDistributionRatio |
| Net Noncharitable Assets | 1905785 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 74066 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 391 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 74457 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 81652 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 391 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 391 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 391 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 656 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 656 | TotalCreditsAndPayments |
| Overpayment | 265 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 265 | 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 | MARY KATHLEEN O'CONNELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6175701391 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN M SHOLLEY | ||||||||
| 77 MORTON ROAD | MILTON | MA | 02186 | SECRETARY/TRUSTEE | 2.00 | 0 | 0 | 0 |
| MARY KATHLEEN O'CONNELL | ||||||||
| GOODWIN PROCTER LLP EXCHANGE PL | BOSTON | MA | 021092881 | TREASURER/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 | 1865587 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 69220 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1934807 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1934807 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 29022 | CashDeemedCharitable |
| Net Noncharitable Assets | 1905785 | NetNoncharitableAssets |
| Minimum Investment Return | 95289 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 95289 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 391 | TaxBasedOnInvestmentIncome |
| Total Tax | 391 | TotalTax |
| Distributable Amount Before Adj | 94898 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 94898 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 94898 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 81652 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 81652 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 391 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 81261 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 94898 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 48607 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 81652 | QualifyingDistributions |
| Applied To Year1 | 48607 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 33045 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 61853 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 139 MAIN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| BANCROFT SCHOOL | |||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| BARRIER ISLANDS PARKS SOCIETY | |||||||
| PO BOX 637 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| BEREA COLLEGE | |||||||
| PO BOX 517 | BEREA | KY | 40404 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| BOCA GRANDE CHILD CARE CENTER | |||||||
| 50 CONGRESS ST | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| BOCA GRANDE HEALTH CLINIC | |||||||
| PO BOX 517 | BEREA | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $5,000 |
| BOCA GRANDE HISTORICAL SOCIETY | |||||||
| 170 PARK AVE | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | NONE | PUBLIC CHARITY | SUPPORT | $250 |
| BUDDY DOG HUMANE SOCIETY | |||||||
| 151 BOSTON POST ROAD | SUDBURY | MA | 017763173 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| CAPE COD FREE CLINIC | |||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 02649 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| CAPE ELEUTHERA FOUNDATION | |||||||
| PO BOX 6008 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| COALITION TO SAVE BUZZARDS BAY | |||||||
| 620 BELLEVILLE AVE | NEW BEDFORD | MA | 02745 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| COMMONWEALTH SHAKESPEARE CO | |||||||
| 126 LEWIS WHARF | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| COMMUNITY SERVINGS | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| CROWNINSHIELD HOUSE | |||||||
| 131 BANYAN STREET | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| CT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| CUMBERLAND COLLEGE | |||||||
| ONE CUMBERLAND SQUARE | LEBANON | TN | 37087 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| ECHO | |||||||
| 17391 DURRANCE ROAD | FORT MEYERS | FL | 33912 | NONE | PUBLIC CHARITY | SUPPORT | $2,000 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | SUPPORT | $1,500 |
| FALMOUTH THREE HUNDRED | |||||||
| 157 LOCUST STREET | FALMOUTH | MA | 02540 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| FORBES HOUSE MUSEUM | |||||||
| 215 ADAMS STREET | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| FRIENDS OF BOCA GRANDE COMM CTR | |||||||
| PO BOX 1222 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| GASPARILLA ISLAND MARITIME MUSUEM | |||||||
| PO BOX 100 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| GULF COAST COMM FOUNDATION OF VENICE | |||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| HERITAGE PLANTATION OF SANDWICH | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| HOSPICE OF SOUTHWEST FLORIDA - TIDEWELL | |||||||
| 5955 RAND BLVD | SARASOTA | FL | 34231 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| ISLAND SCHOOL | |||||||
| PO BOX 1090 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| JOHANN FUST LIBRARY | |||||||
| PO BOX 309 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| KIVA | |||||||
| 3180 18TH ST SUITE 201 | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| LEMON BAY CONSERVANCY INC | |||||||
| 2980 PLACIDA ROAD | ENGLEWOOD | FL | 34224 | NONE | PUBLIC CHARITY | SUPPORT | $6,000 |
| MASS AUDOBON SOCIETY INC | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | TRAILSIDE MUSEUM | $500 |
| MILTON PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 314 | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| MILTON ANIMAL SHELTER | |||||||
| 181 GOVERNOR STOUGHTON LANE | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| MOFFITT CANCER CENTER | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33626 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| MOTE MARINE LABS | |||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34231 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NATL FDN FOR FACIAL RECONSTRUCTION | |||||||
| 317 EAST 34TH STREET | NEW YORK | NY | 10094 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NEW ENGLAND AQUARIUM | |||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NOBLE & GREENOUGH SCHOOL | |||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | CLASS OF 1946 | $12,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 021155008 | NONE | PUBLIC CHARITY | SHOLLEY SCHOLARSHIP | $5,000 |
| PAACT | |||||||
| 1143 PARMELEE NW | GRAND RAPIDS | MI | 49550 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| PENIKESE ISLAND SCHOOL | |||||||
| PO BOX 161 | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| PEOPLE OF CATS SHELTER | |||||||
| PO BOX 422 | W FALMOUTH | MA | 02540 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| PORCHLIGHT THEATRE CO | |||||||
| PO BOX 437 | ROSS | CA | 94957 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| RADCLIFFE INSTITUTE | |||||||
| 10 GARDEN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVE 2750 | WINTER PARK | FL | 327894499 | NONE | PUBLIC CHARITY | SUPPORT | $2,000 |
| START BOCA GRANDE CHAPTER | |||||||
| PO BOX 446 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| SALT POND AREAS BIRD SANCTUARIES INC | |||||||
| PO BOX 535 | W FALMOUTH | MA | 02574 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| SALVATION ARMY | |||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVE SUITE 401 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20500 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| ST MICHAEL'S EPISCOPAL CHURCH | |||||||
| 112 RANDOLPH AVE | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | SUPPORT | $1,500 |
| SUNCOAST HUMANE SOCIETY | |||||||
| 6781 SAN CASA DRIVE | ENGLEWOOD | FL | 342248149 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 15 BROAD STREET | BOSTON | MA | 021093803 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| VENICE BIRD SANCTUARY WILDLIFE CTR | |||||||
| PO BOX 535 | WEST FALMOUTH | MA | 02574 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 71750 | 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $52,015 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$19,618 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRS REFUND | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $328 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $32,742 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32742 | 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 (40 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 600 SHS COCA COLA CO | 819 | 40476 |
| 600 SHS COLGATE PALMOLIVE | 7481 | 50610 |
| 1000 SHS PEPSICO INC | 15975 | 68890 |
| 400 SHS PROCTER & GAMBLE | 25003 | 25960 |
| 2000 SHS SYSCO CORP | 19931 | 57820 |
| 600 SHS WALGREEN CO | 20272 | 25632 |
| 794 SHS BP PLC SPONS ADR | 6447 | 36635 |
| 1400 SHS EXXON MOBIL CORP | 5007 | 123172 |
| 200 SHS SCHLUMBERGER LTD | 13052 | 17950 |
| 500 SHS BERKSHIRE HATHAWAY INC CL B | 24240 | 41650 |
| 700 SHS JP MORGAN CHASE & CO | 11848 | 31941 |
| 1000 SHS STATE STREET CORP | 7844 | 46550 |
| 400 SHS DENTSPLY INTL INC | 12959 | 15020 |
| 1000 SHS JOHNSON & JOHNSON | 5008 | 65720 |
| 300 SHS MEDTRONIC INC | 15401 | 12525 |
| 1000 SHS MERCK & CO INC | 15374 | 35950 |
| 700 SHS NOVARTIS AG SPONS ADR | 38957 | 41419 |
| 1289 SHS PFIZER INC | 29918 | 27030 |
| 400 SHS STRYKER CORP | 9258 | 23600 |
| 200 SHS CATERPILLAR INC | 7832 | 23082 |
| 700 SHS EMERSON ELECTRIC | 19530 | 42539 |
| 800 SHS EXPEDITORS INTL WASH INC | 13931 | 43416 |
| 900 SHS GENERAL ELECTRIC | 6366 | 18405 |
| 1012 SHS PACCAR INC | 10173 | 53747 |
| 400 SHS AUTOMATIC DATA PROCESSING INC | 18709 | 21744 |
| 600 SHS CISCO SYSTEMS INC | 18893 | 10512 |
| 800 SHS EMC CORP MASS | 19031 | 22672 |
| 400 SHS LINEAR TECHNOLOGY CORP | 14250 | 13924 |
| 700 SHS MICROSOFT CORP | 22516 | 18144 |
| 1200 SHS WESTERN UNION CO | 25282 | 25500 |
| 300 SHS BHP BILLITON LTD SPONS ADR | 14096 | 30372 |
| 200 SHS PRAXAIR INC | 12818 | 21284 |
| 300 SHS SIGMA ALDRICH CORP | 15386 | 21174 |
| 1000 SHS SOUTHERN CO | 31183 | 39040 |
| 3212.96 SHS DODGE & COX INTL STOCK FUND | 111927 | 124470 |
| 1231.47 SHS VANGUARD INTL GROWTH FD | 19901 | 26070 |
| 400 SHS ABBOTT LABS | 19172 | 20816 |
| 2000 SHS APPLIED MATERIALS INC | 27820 | 31380 |
| 1400 SHS AT&T | 40754 | 43568 |
| 1200 SHS VERIZON COMM | 41952 | 45336 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 477874 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 507686 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADMINISTRATIVE EXPENSE | 250 | 250 | 0 |
| PC FILING FEE | 35 | 35 | 0 |
| ANNUAL REPORT FILING FEE | 15 | 15 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| CLASS ACTION SETTLEMENT FOREST LABS | 17 | 17 | 17 |
| IRS REFUND | 328 | 328 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME/DEDUCTIONS ON BOOKS NOT ON RETURN | Description |
| Amount | $500 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $579 | 579 | 0 |
| FEDERAL TAXES | $1,179 | 0 | 0 |