ARTHUR CUNNINGHAM SCHOLARSHIP FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR CUNNINGHAM SCHOLARSHIP FUND (EIN 20-6714808)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202611259349100731
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T13:01:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST SUITE 800 | AddressLine1Txt |
| City | Providence | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206714808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR CUNNINGHAM SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUNN | BusinessNameControlTxt |
| Phone | 9787440637 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH ST OLIVER ST TWR STE 901 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EASTERN BANK | PersonNm |
| Person Title | Executive VP | PersonTitleTxt |
| Phone | 9787440637 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $922,941 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $338,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,603 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $63,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,769 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,384 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,384 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,221 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,111 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,114 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,869 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,119 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $642,337 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $644,262 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $922,941 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $642,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $644,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $922,941 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $642,337 | CapitalStockBOYAmt |
| Capital Stock EOY | $644,262 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $642,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $644,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $642,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $644,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $642,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,516 | OtherIncreasesAmt |
| Subtotal | $644,878 | SubtotalAmt |
| Other Decreases | $616 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $644,262 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (192 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. ABBVIE INC | 2022-04-01 | 2025-01-21 | $171 | $162 | $9 | $9 | |
| 882.484 SHNKMN CAP SH DUR HI INC-INS | 2024-01-10 | 2025-11-10 | $8,728 | $8,622 | $106 | $106 | |
| 1. ADVANCED MICRO DEVICES | 2021-01-12 | 2025-01-14 | $115 | $95 | $20 | $20 | |
| 14. ADVANCED MICRO DEVICES | 2021-07-30 | 2025-03-18 | $1,452 | $1,364 | $88 | $88 | |
| 28. ADVANCED MICRO DEVICES | 2023-01-10 | 2025-04-11 | $2,584 | $2,855 | -$271 | -$271 | |
| 5. AIR PRODUCTS & CHEMICALS INC | 2018-08-01 | 2025-01-21 | $1,597 | $809 | $788 | $788 | |
| 4. ALPHABET INC-CL A | 2014-10-28 | 2025-01-21 | $795 | $111 | $684 | $684 | |
| 10. ALPHABET INC-CL A | 2014-10-28 | 2025-09-24 | $2,477 | $277 | $2,200 | $2,200 | |
| 2. ALPHABET INC-CL A | 2014-10-28 | 2025-11-05 | $569 | $55 | $514 | $514 | |
| .1292 AMENTUM HOLDINGS INC | 2023-01-25 | 2025-06-04 | $3 | $2 | $1 | $1 | |
| 2. AMENTUM HOLDINGS INC | 2023-06-02 | 2025-06-11 | $44 | $32 | $12 | $12 | |
| 9. AMERICAN ELECTRIC POWER | 2020-10-16 | 2025-01-21 | $880 | $824 | $56 | $56 | |
| 3. AMERICAN EXPRESS CO | 2024-06-20 | 2025-01-21 | $955 | $683 | $272 | $272 | |
| 1. ANALOG DEVICES INC | 2014-01-27 | 2025-01-14 | $212 | $48 | $164 | $164 | |
| 7. APPLE COMPUTER INC | 2014-10-28 | 2025-01-08 | $1,695 | $186 | $1,509 | $1,509 | |
| 6. APPLIED MATERIALS INC | 2020-04-28 | 2025-01-21 | $1,162 | $307 | $855 | $855 | |
| 1. BLACKROCK INC | 2016-09-21 | 2025-01-14 | $961 | $368 | $593 | $593 | |
| 1. BLACKROCK INC | 2016-09-21 | 2025-09-24 | $1,128 | $368 | $760 | $760 | |
| 17. BOSTON SCIENTIFIC CORP | 2024-01-09 | 2025-01-08 | $1,633 | $1,006 | $627 | $627 | |
| 12. BOSTON SCIENTIFIC CORP | 2024-01-09 | 2025-01-21 | $1,211 | $710 | $501 | $501 | |
| 24. BOSTON SCIENTIFIC CORP | 2024-01-09 | 2025-03-18 | $2,376 | $1,420 | $956 | $956 | |
| 1. BROADCOM INC | 2018-07-23 | 2025-01-14 | $226 | $22 | $204 | $204 | |
| 7. BROADCOM INC | 2018-07-23 | 2025-01-21 | $1,688 | $151 | $1,537 | $1,537 | |
| 19. CHART INDUSTRIES INC | 2025-03-19 | 2025-09-08 | $3,788 | $2,909 | $879 | $879 | |
| 50. CHEVRONTEXACO CORP | 2023-04-28 | 2025-01-21 | $7,925 | $8,606 | -$681 | -$681 | |
| 8. CONOCOPHILLIPS | 2021-01-12 | 2025-01-21 | $834 | $378 | $456 | $456 | |
| 16. CONOCOPHILLIPS | 2021-01-12 | 2025-06-03 | $1,410 | $757 | $653 | $653 | |
| 24. CONOCOPHILLIPS | 2021-01-12 | 2025-09-08 | $2,175 | $1,135 | $1,040 | $1,040 | |
| 349. DIM US LARGE CAP VALUE ETF | 2024-01-09 | 2025-01-21 | $10,969 | $9,426 | $1,543 | $1,543 | |
| 7. EASTMAN CHEMICAL CO | 2021-10-04 | 2025-01-21 | $660 | $713 | -$53 | -$53 | |
| 47. EASTMAN CHEMICAL CO | 2022-01-19 | 2025-04-11 | $3,637 | $4,943 | -$1,306 | -$1,306 | |
| 8. EMERSON ELEC CO | 2023-09-05 | 2025-01-21 | $1,034 | $786 | $248 | $248 | |
| 1. EQUINIX INC | 2023-06-14 | 2025-01-08 | $948 | $770 | $178 | $178 | |
| 5. EQUINIX INC | 2023-06-14 | 2025-09-08 | $3,819 | $3,851 | -$32 | -$32 | |
| 3. META PLATFORMS INC-CLASS A | 2017-08-16 | 2025-01-21 | $1,849 | $413 | $1,436 | $1,436 | |
| 1. META PLATFORMS INC-CLASS A | 2017-08-16 | 2025-03-18 | $584 | $170 | $414 | $414 | |
| 4. META PLATFORMS INC-CLASS A | 2018-03-29 | 2025-04-11 | $2,157 | $645 | $1,512 | $1,512 | |
| 21. HARTFORD INSURANCE GROUP INC | 2022-05-03 | 2025-01-21 | $2,346 | $1,502 | $844 | $844 | |
| 3. HONEYWELL INTL INC | 2021-10-04 | 2025-01-21 | $676 | $641 | $35 | $35 | |
| 27. HONEYWELL INTL INC | 2023-01-10 | 2025-03-18 | $5,671 | $5,739 | -$68 | -$68 | |
| 68. INVESCO S&P MIDCAP QUAL ETF | 2024-01-09 | 2025-01-08 | $6,730 | $5,963 | $767 | $767 | |
| 92. INVESCO S&P MIDCAP QUAL ETF | 2024-05-03 | 2025-01-21 | $9,530 | $9,650 | -$120 | -$120 | |
| 39. INVESCO S&P MIDCAP QUAL ETF | 2024-01-09 | 2025-01-21 | $4,040 | $3,420 | $620 | $620 | |
| 1202. INVESCO BULLETSHARES 2028 CB | 2024-01-09 | 2025-03-31 | $24,400 | $26,702 | -$2,302 | -$2,302 | |
| 1188. INVESCO BULLETSHARES 2025 CB | 2024-01-09 | 2025-03-31 | $24,508 | $25,887 | -$1,379 | -$1,379 | |
| 1178. INVESCO BULLETSHARES 2032 CB | 2024-01-09 | 2025-03-31 | $23,877 | $24,125 | -$248 | -$248 | |
| 2. IQVIA HOLDINGS INC | 2020-01-15 | 2025-01-21 | $409 | $320 | $89 | $89 | |
| 59. ISHARES 7-10 YEAR TREASURY B | 2024-09-20 | 2025-03-12 | $5,568 | $5,809 | -$241 | -$241 | |
| 346. ISHARES 1-5Y INV GRADE CORP | 2024-01-09 | 2025-03-31 | $18,092 | $17,698 | $394 | $394 | |
| 68. ISHARES 10-20 YEAR TREASURY | 2024-09-20 | 2025-03-12 | $6,966 | $7,478 | -$512 | -$512 | |
| 7. JP MORGAN CHASE & CO | 2017-08-16 | 2025-01-08 | $1,701 | $534 | $1,167 | $1,167 | |
| 5. JACOBS SOLUTIONS INC | 2023-01-25 | 2025-01-21 | $706 | $503 | $203 | $203 | |
| 18. JACOBS SOLUTIONS INC | 2023-01-25 | 2025-08-04 | $2,504 | $1,794 | $710 | $710 | |
| 17. JACOBS SOLUTIONS INC | 2023-06-02 | 2025-09-24 | $2,510 | $1,616 | $894 | $894 | |
| 1. ELI LILLY & CO | 2024-01-09 | 2025-01-08 | $789 | $630 | $159 | $159 | |
| 1. LOWES COS INC | 2024-07-10 | 2025-01-14 | $250 | $219 | $31 | $31 | |
| 2. MARRIOTT INTERNATIONAL -CL A | 2021-01-12 | 2025-01-21 | $552 | $255 | $297 | $297 | |
| 13. MERCK & CO. INC. | 2024-05-16 | 2025-01-21 | $1,249 | $1,705 | -$456 | -$456 | |
| 46. MERCK & CO. INC. | 2023-04-17 | 2025-01-21 | $4,418 | $4,231 | $187 | $187 | |
| 5. MICROSOFT CORP | 2019-04-17 | 2025-01-08 | $2,121 | $606 | $1,515 | $1,515 | |
| 6. MICROSOFT CORP | 2019-04-17 | 2025-08-04 | $3,228 | $727 | $2,501 | $2,501 | |
| 3. NEXTERA ENERGY INC | 2024-05-16 | 2025-01-14 | $202 | $231 | -$29 | -$29 | |
| 4. NEXTERA ENERGY INC | 2024-05-16 | 2025-01-21 | $284 | $308 | -$24 | -$24 | |
| 1. NVIDIA CORP | 2023-08-30 | 2025-01-14 | $131 | $49 | $82 | $82 | |
| 13. NVIDIA CORP | 2023-08-30 | 2025-01-21 | $1,835 | $642 | $1,193 | $1,193 | |
| 10. NVIDIA CORP | 2023-08-30 | 2025-06-03 | $1,411 | $494 | $917 | $917 | |
| 14. NVIDIA CORP | 2023-08-30 | 2025-08-04 | $2,509 | $692 | $1,817 | $1,817 | |
| 14. NVIDIA CORP | 2023-08-30 | 2025-11-05 | $2,826 | $692 | $2,134 | $2,134 | |
| 2. ORACLE SYS CORP | 2023-01-10 | 2025-01-14 | $309 | $172 | $137 | $137 | |
| 11. ORACLE SYS CORP | 2023-01-10 | 2025-09-24 | $3,352 | $948 | $2,404 | $2,404 | |
| 3. PNC BANK CORP | 2024-09-16 | 2025-01-21 | $593 | $542 | $51 | $51 | |
| 6. PALO ALTO NETWORKS INC | 2023-04-13 | 2025-01-21 | $1,100 | $593 | $507 | $507 | |
| 3. PEPSICO INC | 2018-11-15 | 2025-01-21 | $445 | $350 | $95 | $95 | |
| 30. PEPSICO INC | 2021-01-12 | 2025-11-05 | $4,256 | $3,586 | $670 | $670 | |
| 980.423 PRINCIP SPEC PREF & CAP-INST | 2023-01-11 | 2025-06-20 | $9,079 | $9,494 | -$415 | -$415 | |
| 6. PROLOGIS INC | 2023-01-10 | 2025-01-21 | $704 | $691 | $13 | $13 | |
| 149. PROSHARES S&P 500 DIVIDEND A | 2024-01-09 | 2025-01-21 | $15,146 | $13,620 | $1,526 | $1,526 | |
| 1. PULTEGROUP INC | 2023-12-18 | 2025-01-14 | $111 | $102 | $9 | $9 | |
| 3. PULTEGROUP INC | 2023-12-18 | 2025-01-21 | $347 | $306 | $41 | $41 | |
| 2. S&P GLOBAL INC | 2023-12-18 | 2025-01-21 | $1,016 | $874 | $142 | $142 | |
| 711. SS SPDR P INT C CORP ETF | 2023-01-10 | 2025-03-31 | $23,576 | $24,139 | -$563 | -$563 | |
| 2. SALESFORCE INC | 2023-12-18 | 2025-01-21 | $655 | $529 | $126 | $126 | |
| 4. SALESFORCE INC | 2023-12-18 | 2025-06-03 | $1,054 | $1,057 | -$3 | -$3 | |
| 15. SALESFORCE INC | 2023-12-18 | 2025-06-27 | $4,093 | $3,966 | $127 | $127 | |
| 1. SERVICENOW INC | 2022-01-19 | 2025-01-21 | $1,098 | $537 | $561 | $561 | |
| 2. TESLA INC | 2024-12-02 | 2025-01-21 | $845 | $708 | $137 | $137 | |
| 13. TESLA INC | 2024-12-02 | 2025-06-27 | $4,222 | $4,601 | -$379 | -$379 | |
| 10. THERMO ELECTRON CORP | 2021-03-25 | 2025-01-21 | $5,728 | $4,432 | $1,296 | $1,296 | |
| 87. UBER TECHNOLOGIES INC | 2024-05-30 | 2025-01-21 | $5,893 | $6,510 | -$617 | -$617 | |
| 3. UNITED HEALTH GROUP | 2018-01-09 | 2025-01-08 | $1,571 | $675 | $896 | $896 | |
| 20. UNITED HEALTH GROUP | 2024-05-16 | 2025-06-03 | $6,036 | $5,419 | $617 | $617 | |
| 4. VISA INC-CLASS A SHARES | 2013-03-13 | 2025-01-08 | $1,251 | $160 | $1,091 | $1,091 | |
| 18. WAL-MART STORES INC | 2020-01-15 | 2025-01-08 | $1,649 | $611 | $1,038 | $1,038 | |
| 1. WAL-MART STORES INC | 2020-01-15 | 2025-01-14 | $91 | $38 | $53 | $53 | |
| 25. WAL-MART STORES INC | 2020-01-15 | 2025-01-21 | $2,320 | $961 | $1,359 | $1,359 | |
| 29. WAL-MART STORES INC | 2020-01-15 | 2025-09-24 | $2,980 | $1,115 | $1,865 | $1,865 | |
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,170 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,603 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $544 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $544 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $222 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eastern Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9787440637 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH ST STE 901 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FRANK MUZIO | ||||||
| 27 CONGRESS STREET SUITE 512 | SALEM | MA | 01970 | CO-TRUSTEE | 2 | $2,555 |
| EASTERN BANK | ||||||
| 125 High Street Suite 901 | BOSTON | MA | 02110 | CO-TRUSTEE | 2 | $2,214 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LYNN KNIGHTS OF COLUMBUS: FOR STUDENTS TO RECEIVED SCHOLAR- SHIP USING SUCH CRITERIA AS DETERMINED BY A VOTE OF SAID KNIGHTS OF COLUMBUS | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $889,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $889,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $889,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $876,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $766 | TotalTaxAmt |
| Distributable Before Adj | $43,053 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,053 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,053 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $54,869 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,053 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,310 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,709 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,359 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,053 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,816 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,194 | 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 | $39,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $15,310 | ExcessFromYear3Amt |
| Excess From Year2 | $6,709 | ExcessFromYear2Amt |
| Excess From Year1 | $5,359 | ExcessFromYear1Amt |
| Excess From Current Year | $11,816 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| University of Massachusetts - Lowell | |||||||
| 1 UNIVERSITY AVENUE | Lowell | MA | 01854 | NONE | PC | SCHOLARSHIP | $6,000 |
| Plymouth State University | |||||||
| 17 HIGH STREET | Plymouth | NH | 03264 | NONE | PC | SCHOLARSHIP | $1,500 |
| University of New Haven | |||||||
| 300 BOSTON POST ROAD | West Haven | CT | 06516 | NONE | PC | SCHOLARSHIP | $1,500 |
| Southern Connecticut State University | |||||||
| 501 CRESCENT STREET | New Haven | CT | 06515 | NONE | PC | SCHOLARSHIP | $1,500 |
| Simmons University | |||||||
| 300 FENWAY | Boston | MA | 02115 | NONE | PC | SCHOLARSHIP | $1,500 |
| Regis College | |||||||
| 235 WELLESLEY STREET | Weston | MA | 02493 | NONE | PC | SCHOLARSHIP | $500 |
| Pomona College | |||||||
| 333 N COLLEGE WAY | Claremont | CA | 91711 | NONE | PC | SCHOLARSHIP | $500 |
| Northern Essex Community College | |||||||
| 100 ELLIOTT STREET | Haverhill | MA | 01830 | NONE | PC | SCHOLARSHIP | $500 |
| Lesley University | |||||||
| 29 EVERETT STREET | Cambridge | MA | 02138 | NONE | PC | SCHOLARSHIP | $500 |
| James Madison University | |||||||
| 800 SOUTH MAIN STREET | Harrisonburg | VA | 22807 | NONE | PC | SCHOLARSHIP | $1,250 |
| Indiana University Bloomington | |||||||
| 107 S INDIANA AVENUE | Bloomington | IN | 47405 | NONE | PC | SCHOLARSHIP | $1,500 |
| Bucknell University | |||||||
| ONE DENT DRIVE | Lewisburg | PA | 17837 | NONE | PC | SCHOLARSHIP | $500 |
| Bryn Mawr College | |||||||
| 101 N MERION AVENUE | Bryn Mawr | PA | 19010 | NONE | PC | SCHOLARSHIP | $500 |
| Saint Anselm College | |||||||
| 100 ST ANSELM DRIVE | Manchester | NH | 03102 | NONE | PC | SCHOLARSHIP | $5,250 |
| Bentley University | |||||||
| 175 FOREST STREET | Waltham | MA | 02452 | NONE | PC | SCHOLARSHIP | $2,500 |
| Wentworth Institute of Technology | |||||||
| 550 HUNTINGTON AVENUE | Boston | MA | 02115 | NONE | PC | SCHOLARSHIP | $500 |
| Boston College | |||||||
| 140 COMMONWEALTH AVENUE | Chestnut Hill | MA | 02467 | NONE | PC | SCHOLARSHIP | $1,000 |
| Endicott College | |||||||
| 376 HALE STREET | Beverly | MA | 01915 | NONE | PC | SCHOLARSHIP | $1,000 |
| Merrimack College | |||||||
| 315 TURNPIKE ROAD | North Andover | MA | 01845 | NONE | PC | SCHOLARSHIP | $3,000 |
| Stonehill College | |||||||
| 320 WASHINGTON ST | North Easton | MA | 02357 | NONE | PC | SCHOLARSHIP | $2,500 |
| Massachusetts College of Pharmacy-MCPHS | |||||||
| 179 LONGWOOD AVENUE | Boston | MA | 02115 | NONE | PC | SCHOLARSHIP | $1,000 |
| Assumption University | |||||||
| 500 SALISBURY STREET | Worcester | MA | 01609 | NONE | PC | SCHOLARSHIP | $500 |
| Curry College | |||||||
| 1071 BLUE HILL AVENUE | Milton | MA | 02186 | NONE | PC | SCHOLARSHIP | $1,000 |
| Bridgewater State University | |||||||
| 131 SUMMER STREET | Bridgewater | MA | 02325 | NONE | PC | SCHOLARSHIP | $500 |
| University of Massachusetts - Boston | |||||||
| 100 WILLIAM T MORRISSEY BOULEVARD | Boston | MA | 02125 | NONE | PC | SCHOLARSHIP | $2,750 |
| Providence College | |||||||
| 1 CUNNINGHAM SQUARE | Providence | RI | 02918 | NONE | PC | SCHOLARSHIP | $1,250 |
| Sacred Heart University | |||||||
| 5151 PARK AVENUE | Fairfield | CT | 06825 | NONE | PC | SCHOLARSHIP | $2,750 |
| North Shore Community College | |||||||
| 1 FERNCROFT ROAD | Danvers | MA | 01923 | NONE | PC | SCHOLARSHIP | $1,750 |
| Villanova University | |||||||
| 800 LANCASTER AVENUE | Villanova | PA | 19085 | NONE | PC | SCHOLARSHIP | $2,750 |
| University of Massachusetts - Amherst | |||||||
| 134 HICKS WAY MEMORIAL HALL | Amherst | MA | 01003 | NONE | PC | SCHOLARSHIP | $1,750 |
| Salem State University | |||||||
| 352 LAFAYETTE STREET | Salem | MA | 01970 | NONE | PC | SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,064 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $12 |
| 2025 ACTIVITY POSTED IN 2026 | $604 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 ACTIVITY POSTED IN 2025 | $266 |
| TC923 DEPOSITED RETURNED CHECKS | $8,250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMNT MNGMNT FEES (NON-DED | $10,220 | $5,110 |
| ADR FEES | $1 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $570 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $544 | $0 | $0 |