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ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC (EIN 27-1364347)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-08-03
IRS object ID
202342159349100809
Schema version
2021v4.1
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)
Return2023-08-03T12:22:07-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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)
Tax2021TaxYr
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$12,759ContriRcvdRevAndExpnssAmt
Other Income Rev And Expnss$4,558OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$17,317TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$10,350OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$10,350OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$590AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$590AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$792TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$792TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,424OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,424OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,156TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,156TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,494ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,494ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,333ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,039CashBOYAmt
Cash EOY$1,309CashEOYAmt
Corporate Stock BOY$99,976CorporateStockBOYAmt
Corporate Stock EOY$113,075CorporateStockEOYAmt
Total Assets BOY$111,015TotalAssetsBOYAmt
Total Assets EOY$114,384TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$11,202OtherLiabilitiesBOYAmt
Other Liabilities EOY$19,904OtherLiabilitiesEOYAmt
Total Liabilities BOY$11,202TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,904TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$99,813NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$94,480NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$99,813TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$94,480TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$111,015TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$114,384TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$99,813TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,333ExcessRevenueOverExpensesAmt
Subtotal$94,480SubtotalAmt
Tot Net Ast Or Fund Balances EOY$94,480TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Robert F Housman
9001 Clifford AvenueChevy ChaseMD20815Trustee0.00$0
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

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,650ExpensesAndContributionsAmt
Qualifying Distributions$22,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,040ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$17,759ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,644ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,936ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,995ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$82,374TotalExcessDistributionCyovAmt
Qualifying Distributions$22,650QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$22,650RemainingDistriFromCorpusAmt
Total Corpus$105,024TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$14,040ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$90,984ExcessDistriCyovToNextYrAmt
Excess From Year4$17,759ExcessFromYear4Amt
Excess From Year3$18,644ExcessFromYear3Amt
Excess From Year2$18,936ExcessFromYear2Amt
Excess From Year1$12,995ExcessFromYear1Amt
Excess From Current Year$22,650ExcessFromCurrentYearAmt

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
SVMC
100 HOSPITAL DRBENNINGTONVT05201N/AUNCOMMITTED FUNDS TO HOSPITAL APPLIED TO NEED$850
ARLINGTON MEMORIAL HIGH SCHOOL
529 E ARLINGTON RDARLINGTONVT05250N/AEDUCATIONAL SCHOLARSHIPS$1,000
SVRCC
100 Hospital DriveBenningtonVT05201N/ACancer Center$5,550
Northern Vermont University
337 College HlJohnsonVT05656N/AScholarship$1,500
Northshire Bookstore
4869 Main StreetManchester CenterVT05255N/ASpace Book Study$594
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,494TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,558RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,558RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,558TotalIncomeProducingActyAmt

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$12,759TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$590Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$590DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment fees$160$160
Other Expenses$163$163
Payroll Processing$1,101$1,101

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$4,558RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUnrealized Change in InvestmentsDesc
BOY Book Value$11,202BOYBookValueAmt
EOY Book Value$19,904EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPayroll TaxesCategoryTxt
Amt$792Amt
Disbursements Charitable Prps$792DisbursementsCharitablePrpsAmt

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