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ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC (EIN 27-1364347)
Tax period
2020-01-01 to 2020-12-31
Filed
2023-08-03
IRS object ID
202312159349100221
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-03T12:21:22-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472528349PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Joseph A Wagner CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1844 East Manchester RdAddressLine1Txt
CityManchester CenterCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05255ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271364347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Roberta and Russell HousmanBusinessNameLine1Txt
Business Name Line2Charitable Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone2024865874PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o Robt Housman 9001 Clifford AveAddressLine1Txt
CityChevy ChaseCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20815ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert F HousmanPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-08-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRobert FPersonFirstNm
Person LastHousmanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph A WagnerPreparerPersonNm
PTINP01075206PTIN
Phone8023629086PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,400ContriRcvdRevAndExpnssAmt
Other Income Rev And Expnss$1,185OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$22,585TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$5,740OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$5,740OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$325AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$325AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$222TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$222TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,343OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,343OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,630TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,630TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,365ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,365ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,995TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,995TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,590ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,693CashBOYAmt
Cash EOY$11,039CashEOYAmt
Corporate Stock BOY$105,799CorporateStockBOYAmt
Corporate Stock EOY$99,976CorporateStockEOYAmt
Total Assets BOY$108,492TotalAssetsBOYAmt
Total Assets EOY$111,015TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$18,269OtherLiabilitiesBOYAmt
Other Liabilities EOY$11,202OtherLiabilitiesEOYAmt
Total Liabilities BOY$18,269TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,202TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$90,223NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$90,223TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$99,813TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,492TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$111,015TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$90,223TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,590ExcessRevenueOverExpensesAmt
Subtotal$99,813SubtotalAmt
Tot Net Ast Or Fund Balances EOY$99,813TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Robert F Housman TrusteeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024865874PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19001 Clifford AvenueAddressLine1Txt
CityChevy ChaseCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20815ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RUSSELL F HOUSMAN
38 MCKEE RODARLINGTONVT05250President0.00$0
JUNE WEISS
258 STEAMBOAT RDGREAT NECKNY11024Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,995ExpensesAndContributionsAmt
Qualifying Distributions$12,995QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,995AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$12,955ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,040ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,759ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,644ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,936ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$82,334TotalExcessDistributionCyovAmt
Qualifying Distributions$12,995QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$12,995RemainingDistriFromCorpusAmt
Total Corpus$95,329TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$12,955ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$82,374ExcessDistriCyovToNextYrAmt
Excess From Year4$14,040ExcessFromYear4Amt
Excess From Year3$17,759ExcessFromYear3Amt
Excess From Year2$18,644ExcessFromYear2Amt
Excess From Year1$18,936ExcessFromYear1Amt
Excess From Current Year$12,995ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRUSSELL HOUSMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line138 MCKEE ROADAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8023756643RecipientPhoneNum
Form And Info And MaterialsALL APPLICATIONS FOR FUNDS ARE TO BE SUBMITTED IN WRITING.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGEOGRAPHIC AREA OF SOUTHWESTERN VERMONT AND SECONDARILY GEOGRAPHIC AREA OF NORTHWESTERN MASSACHUSETTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARLINGTON MEMORIAL HIGH SCHOOL
529 E ARLINGTON RDARLINGTONVT05250N/AEDUCATIONAL SCHOLARSHIPS$2,000
Battenkill Valley Health
9 Church StreetArlingtonVT05250N/AFor Health Services$300
Manchester Community Library
138 Cemetery AvenueManchester CenterVT05255N/AVarious Public Events$500
Stratton Foundation
PO Box 523StrattonVT05360N/AAnnual Fund$1,065
Northern Vermont University
337 College HlJohnsonVT05656N/AScholarship$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,365TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,185RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,185RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,185TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementINVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRussell HousmanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line138 McKee RoadAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Total Contributions$21,400TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$325Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$325DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Other Expenses$1,558$1,558
Payroll Processing$785$785

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$1,185RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Unrealized Change in Investments$18,052$11,202
Payroll Exchange$217

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPayroll TaxesCategoryTxt
Amt$222Amt
Disbursements Charitable Prps$222DisbursementsCharitablePrpsAmt

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