JORDANS FURNITURE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JORDANS FURNITURE CHARITABLE FOUNDATION INC (EIN 87-3919654)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-04-06
- IRS object ID
- 202640969349100239
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-06T16:14:19-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873919654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JORDAN'S FURNITURE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JORDAN'S FURNITURE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JORD | BusinessNameControlTxt |
| Phone | 5088284000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 REVOLUTIONARY DRIVE | AddressLine1Txt |
| City | EAST TAUNTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE WHOLLEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5088284000 | PhoneNum |
| Signature | 2026-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2026-03-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $740,778 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $443,658 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $151,440 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $595,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,011 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,011 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,462 | OtherProfFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $540 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $540 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $192 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $453,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $308,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $532,882 | CashBOYAmt |
| Cash EOY | $713,778 | CashEOYAmt |
| Cash EOYFMV | $713,778 | CashEOYFMVAmt |
| Acct Rcvbl | $12,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $17,490 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,000 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $134,121 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,000 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $684,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $740,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $740,778 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $95,995 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,315 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $95,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,315 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $588,498 | RetainedEarningBOYAmt |
| Retained Earning EOY | $730,463 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $588,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $730,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $684,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $740,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $588,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,965 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $730,463 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $730,463 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVE WHOLLEY | IndividualWithBooksNm |
| Phone | 5088284000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 REVOLUTIONARY DRIVE | AddressLine1Txt |
| City | EAST TAUNTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSH TATELMAN | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | CEO, DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL TATELMAN | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN WHOLLEY | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | TREASURER, DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER BOLTON | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | CLERK, DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIOT TATELMAN | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | CHAIRMAN OF THE BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| ROBERT AUDITORE | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIELLE VINCENT | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRUCE BIRNBACH | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD DESLONGCHAMPS | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF MCWEY | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICH STURCHIO | ||||||||
| 450 REVOLUTIONARY DR | EAST TAUNTON | MA | 02718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $442,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $442,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $442,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $435,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,790 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $21,790 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,790 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,790 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $308,705 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $308,705 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,790 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $166,399 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $333,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $402,686 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $902,381 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $308,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,790 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $286,915 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,189,296 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,189,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $166,399 | ExcessFromYear3Amt |
| Excess From Year2 | $333,296 | ExcessFromYear2Amt |
| Excess From Year1 | $402,686 | ExcessFromYear1Amt |
| Excess From Current Year | $286,915 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD DESLONGCHAMPS | ContributingManagerNm |
| Contributing Manager | JEFF MCWEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MASSACHUSETTS COALITION FOR THE HOMELESS INC | ||||||
| 73 BUFFUM ST | LYNN | MA | 01902 | PC | MATTRESS DONATIONS | $7,000 |
| 911 DAY | ||||||
| 5151 CALIFORNIA AVENUE STE 100 | IRVINE | CA | 92617 | PC | DONATION 911 2024 | $15,000 |
| ELLIE FUND INC | ||||||
| 200 RESERVOIR STREET STE 300 | NEEDHAM | MA | 02494 | PC | 2024 BREAST CANCER AWARENESS MONTH | $15,000 |
| GLORIA GEMMA BREAST CANCER RESOURCE FOUNDATION | ||||||
| 11A BLACKSTONE VALLEY PLACE | LINCOLN | RI | 02865 | PC | 2024 BREAST CANCER AWARENESS MONTH | $10,000 |
| HARTFORD HOSPITAL | ||||||
| 80 SEYMOUR ST PO BOX 5037 | HARTFORD | CT | 06106 | PC | 2024 BREAST CANCER AWARENESS MONTH | $10,000 |
| MAINE HEALTH MAINE MEDICAL CENTER | ||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04101 | PC | 2024 BREAST CANCER AWARENESS MONTH | $10,000 |
| AMERICAN RED CROSS | ||||||
| 101 STATION LANDING STE 510 | MEDFORD | MA | 02155 | PC | HURRICANES AND TROPICAL STORMS 2024 | $25,000 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BROOKLINE | MA | 02445 | PC | MAMMOGRAPHY VAN DONATION | $15,000 |
| THE BARBARA BUSH CHILDRENS HOSPITAL AT MAINE MEDICAL CENTER | ||||||
| 110 FREE STREET | PORTLAND | ME | 04101 | PC | 2024 GIVING TUESDAY DONATION | $25,000 |
| CONNECTICUT CHILDREN'S FOUNDATION INC | ||||||
| 10 COLUMBUS BLVD FL 4 | HARTFORD | CT | 06106 | PC | 2024 GIVING TUESDAY DONATION | $25,000 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PC | 2024 GIVING TUESDAY DONATION | $50,000 |
| RHODE ISLAND HOSPITAL | ||||||
| 167 POINT ST | PROVIDENCE | RI | 02903 | PC | 2024 GIVING TUESDAY DONATION | $25,000 |
| YALE NEW HAVEN HOSPITAL | ||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | PC | 2024 GIVING TUESDAY DONATION | $25,000 |
| DARTMOUTH HITCHCOCK HEALTH | ||||||
| 1 MEDICAL CENTER DR | LEBANON | NH | 03756 | PC | 2024 GIVING TUESDAY DONATION | $25,000 |
| OLD COLONY HABITAT FOR HUMANITY | ||||||
| PO BOX 100 | ATTLEBORO | MA | 02703 | PC | SPONSORSHIP - ONE DAY BUILD | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FMV OF GOODS AND SERVICES RECEIVED BY PARTICIPANTS AT GOLF EVENT | $115,375 |
| FMV OF DONATED ITEMS PURCHASED AT AUCTION | $36,065 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $151,440 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,440 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11 | INCOME INCLUDED IN LINE 11 ARE FROM THE GOLF TOURNAMENT WHICH |
| 11 | ALLOWS FOR MORE OPPORTUNITIES FOR THE PUBLIC TO ENGAGE IN THE EVENT. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (36 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ENCHANTED VILLAGE | ||||||||||
| 1 | 100 STOCKWELL DR | AVON | MA | 02322 | $200,000 | Yes (X) | ||||
| TD BANK | ||||||||||
| 2 | 1313 MARKET ST FL9 | WILMINGTON | DE | 19801 | $55,000 | Yes (X) | ||||
| GBS ENTERPRISES LLC | ||||||||||
| 3 | 9555 N VIRGINIA ST UNIT 110 | RENO | NV | 89506 | $11,000 | Yes (X) | ||||
| ACRISURE ARONSON INSURANCE | ||||||||||
| 4 | 950 HIGHLAND AVE | NEEDHAM | MA | 02494 | $10,000 | Yes (X) | ||||
| BOSTON RED SOX RED SOX FOUNDATION | ||||||||||
| 5 | 4 JERSEY ST | BOSTON | MA | 02215 | $10,000 | Yes (X) | ||||
| CUSTOMATIC SLEEP TECHNOLOGIES | ||||||||||
| 6 | 2 CARSHA DR | NATICK | MA | 01760 | $10,000 | Yes (X) | ||||
| HUNTINGTON HOUSE | ||||||||||
| 7 | PO BOX 6231 | HICKORY | NC | 28603 | $10,000 | Yes (X) | ||||
| JB HUNT | ||||||||||
| 8 | 615 J B HUNT CORPORATE DR | LOWELL | AR | 72745 | $10,000 | Yes (X) | ||||
| JONATHAN LOUIS INTERNATIONAL | ||||||||||
| 9 | 12919 S FIGUEROA ST | LOS ANGELES | CA | 90061 | $10,000 | Yes (X) | ||||
| PRANASLEEP | ||||||||||
| 10 | 12660 BONITA BEACH RD SE | BONITA SPRINGS | FL | 34135 | $10,000 | Yes (X) | ||||
| ROWE FURNITURE CORPORATION | ||||||||||
| 11 | 2121 GARDNER ST | ELLISTON | VA | 24087 | $10,000 | Yes (X) | ||||
| SERTA SIMMONS BEDDING | ||||||||||
| 12 | 2451 INDUSTRY AVENUE | DORAVILLE | GA | 30360 | $10,000 | Yes (X) | ||||
| TEMPURSEALY | ||||||||||
| 13 | 1000 TEMPUR WAY | LEXINGTON | KY | 40511 | $10,000 | Yes (X) | ||||
| TOKIO MARINE HCC | ||||||||||
| 14 | 401 EDGEWATER PL SUITE | WAKEFIELD | MA | 01880 | $10,000 | Yes (X) | ||||
| ASHLEY FURNITURE INDUSTRIES CORPORATION | ||||||||||
| 15 | 1 ASHLEY WAY | ARCADIA | WI | 54612 | $8,500 | Yes (X) | ||||
| ES KLUFT (AIRELOOM) | ||||||||||
| 16 | 11096 JERSEY BLVD | RANCHO CUCAMONGA | CA | 91730 | $8,500 | Yes (X) | ||||
| MULLEN GROUP | ||||||||||
| 17 | 2 DRYDOCK AVE STE 800 | BOSTON | MA | 02210 | $8,500 | Yes (X) | ||||
| LA-Z-BOY CASEGOODS | ||||||||||
| 18 | 1 LA-Z BOY DR | MONROE | MI | 48162 | $8,500 | Yes (X) | ||||
| NEW ENGLAND REVOLUTION | ||||||||||
| 19 | 1 PATRIOT PLACE | FOXBOROUGH | MA | 02035 | $8,500 | Yes (X) | ||||
| SOUTHERN MOTION INC & FUSION FURNITURE INC | ||||||||||
| 20 | PO BOX 733755 | DALLAS | TX | 78373 | $8,500 | Yes (X) | ||||
| SYNERGY FURNITURE | ||||||||||
| 21 | 576-A EAST WALNUT | RIPLEY | MS | 38663 | $7,500 | Yes (X) | ||||
| AMERICAN LEATHER | ||||||||||
| 22 | 4501 MOUNTAIN CREEK PKWAY | DALLAS | TX | 75236 | $6,000 | Yes (X) | ||||
| BASIS TECHNOLOGIES | ||||||||||
| 23 | 11 EAST MADISON 6TH FLOOR | CHICAGO | IL | 60602 | $6,000 | Yes (X) | ||||
| BROWN & BROWN INSURANCE SERVICES | ||||||||||
| 24 | 300 N BEACH ST | DAYTONA BEACH | FL | 32114 | $6,000 | Yes (X) | ||||
| CAPRIS FURNITURE | ||||||||||
| 25 | 1401 NW 27TH AVE | OCALA | FL | 34475 | $6,000 | Yes (X) | ||||
| CAPTRUST | ||||||||||
| 26 | PO BOX 896952 | CHARLOTTE | NC | 28289 | $6,000 | Yes (X) | ||||
| FURNITURE VALUES | ||||||||||
| 27 | 601 N 75TH AVE | PHOENIX | AZ | 85043 | $6,000 | Yes (X) | ||||
| FUTURA LEATHER & MODUS FURNITURE INTERNATIONAL | ||||||||||
| 28 | 5410 MCCONNELL AV | LOS ANGELES | CA | 90066 | $6,000 | Yes (X) | ||||
| GEIGER | ||||||||||
| 29 | PO BOX 712144 | CINCINNATI | OH | 45271 | $6,000 | Yes (X) | ||||
| KUKA HOME NORTH AMERICA | ||||||||||
| 30 | $6,000 | Yes (X) | FLAT C 23/F LUCKY PLAZA 315-321 LOC | WAN CHAI | HONG KONG | CH | ||||
| NBC PEACOCK NBCS BOSTON | ||||||||||
| 31 | 30 ROCKEFELLER PLAZA | NEW YORK | NY | 10112 | $6,000 | Yes (X) | ||||
| SIMON LI FURNITURE | ||||||||||
| 32 | 200 E COMMERCE AVE | HIGH POINT | NC | 27260 | $6,000 | Yes (X) | ||||
| SOFT LINE | ||||||||||
| 33 | 5958 SNOW HILL RD SUITE 144 PMB 143 | OOLTEWAH | TN | 37363 | $6,000 | Yes (X) | ||||
| WCVB | ||||||||||
| 34 | 265 FRANKLIN ST STE 1701 | BOSTON | MA | 02110 | $6,000 | Yes (X) | ||||
| THERAPEDIC OF NEW ENGLAND | ||||||||||
| 35 | 135 SPARK ST | BROCKTON | MA | 02302 | $6,000 | Yes (X) | ||||
| ULTRACOMFORT | ||||||||||
| 36 | 401 BRIDGEST | OLD FORGE | PA | 18518 | $6,000 | Yes (X) | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,011 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,011 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK / CREDIT CARD FEES | $192 | $0 | $0 | $192 |
| FOOD EXPENSES | $3,908 | $0 | $0 | $0 |
| GOLF TOURNAMENT | $85,806 | $0 | $0 | $0 |
| SUPPLIES | $18,504 | $0 | $0 | $0 |
| INSURANCE | $1,906 | $0 | $0 | $0 |
| AUCTION NON-CASH PRIZE EXPENSES | $29,799 | $0 | $0 | $0 |
| CHARITY EVENTS | $2,505 | $0 | $0 | $0 |
| HARDWARE RENTAL | $2,000 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FMV OF GOODS AND SERVICES RECEIVED BY PARTICIPANTS AT GOLF EVENT | $115,375 | $115,375 |
| FMV OF DONATED ITEMS PURCHASED AT AUCTION | $36,065 | $36,065 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE SERVICES | CategoryTxt |
| Amt | $3,462 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,462 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENCHANTED VILLAGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 STOCKWELL DR | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02322 | ZIPCd |