AMERICAN OSLER SOCIETY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OSLER SOCIETY (EIN 36-3409105)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-25
- IRS object ID
- 202222069349300632
- Schema version
- 2021v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-25T13:34:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860836452 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J MICHALE HAUBERT CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4566 N 1ST AVE STE 140 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857185680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363409105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN OSLER SOCIETY | BusinessNameLine1Txt |
| Business Name Line2 | FRIERSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CO RD 132 SE | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55929 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW T NADELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4097721595 | PhoneNum |
| Signature | 2022-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J GORDON | PersonFirstNm |
| Person Last | FRIERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHALE HAUBERT CPA | PreparerPersonNm |
| PTIN | P00171048 | PTIN |
| Phone | 5203181040 | PhoneNum |
| Preparation | 2022-07-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW T NADELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CO RD 132 SE | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $192,041 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AMERICANOSLER.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | EXEMPT ORGAN | OtherOrganizationDsc |
| Formation | 1977 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE EDUCATION IN THE HUMANISM OF MEDICINE, THE HUMANITIES RELATED TO MEDICINE AND THE HISTORY OF MEDICINE AS EXEMPLIFIED BY THE LIFE OF W. OSLER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $81,091 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,900 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $79,484 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,620 | CYProgramServiceRevenueAmt |
| PY Investment Income | $111,454 | PYInvestmentIncomeAmt |
| CY Investment Income | $128,521 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $272,029 | PYTotalRevenueAmt |
| CY Total Revenue | $192,041 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,337 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,416 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $102,128 | PYOtherExpensesAmt |
| CY Other Expenses | $38,358 | CYOtherExpensesAmt |
| PY Total Expenses | $136,465 | PYTotalExpensesAmt |
| CY Total Expenses | $65,774 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $135,564 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $126,267 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $853,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $978,574 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,405 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $852,307 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $978,574 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE EDUCATION IN THE HUMANISM OF MEDICINE, THE HUMANITIES RELATED TO MEDICINE AND THE HISTORY OF MEDICINE AS EXEMPLIFIED BY THE LIFE OF W. OSLER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $54,857 | ExpenseAmt |
| Revenue | $47,620 | RevenueAmt |
| Desc | PROMOTION OF MEDICAL HISTORY AND HUMANISM RELATED TO MEDICINE THROUGH SCHOLARSHIP AND EDUCATION. | Desc |
| Total Program Service Expenses | $54,857 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO AMERICAN OSLER SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5072842585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CO RD 132 SE | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| CHRISTOPHER J BOES | |||||
| FIRST VICE P | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN D BULLOCK | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| DAVID B BURKHOLDER | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK COULEHAN | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| THOMAS FRANK | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| H MICHAEL JONES | |||||
| BOARD OF GOV | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REBECCA T JONES | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| CLYDE PARTIN JR | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| JOHN HARRIS JR | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| KELSEY M KLAAS | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| ROLANDO DEL MAESTRO | |||||
| SECD VICE PR | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT G MENNEL | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J MARIO MOLINA | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| MICHAEL H MOLLOY | |||||
| EDITOR, OSLE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW T NADELL | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT H PODOLSKY | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| STEPHEN I SCHABEL | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| ROB STONE | |||||
| DIGITAL ARCH | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HERBERT M SWICK | |||||
| HISTORIAN | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL TROTTER | |||||
| BOARD OF GOV | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $15,900 | AllOtherContributionsAmt |
| Total Contributions | $15,900 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MEMBERSHIP DUES | $32,800 | $32,800 |
| MISCELLANEOUS INCOME | $6,991 | $6,991 |
| OSLER ENCYCLOPEDIA REVENUES | $6,325 | $6,325 |
| EDUCATION ENDOWMENT FUND | $950 | $950 |
| BOOK ROYALTIES | $554 | $554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,620 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,981 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $89,981 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $38,540 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $38,540 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,540 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176,141 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,416 | TotalAmt |
| Program Services | $2,416 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,800 | TotalAmt |
| Management And General | $2,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,561 | TotalAmt |
| Program Services | $23,561 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,117 | TotalAmt |
| Management And General | $8,117 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $940 | TotalAmt |
| Program Services | $940 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,940 | TotalAmt |
| Program Services | $2,940 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,774 | TotalAmt |
| Program Services | $54,857 | ProgramServicesAmt |
| Management And General | $10,917 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $35,212 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,712 | BOYAmt |
| EOY | $943,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,712 | BOYAmt |
| EOY | $978,574 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,405 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,405 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,990 | BOYAmt |
| EOY | $647,471 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,317 | BOYAmt |
| EOY | $331,103 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,307 | BOYAmt |
| EOY | $978,574 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,712 | BOYAmt |
| EOY | $978,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $126,267 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,900 | CurrentTaxYearAmt |
| Total | $380,820 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,900 | CurrentTaxYearAmt |
| Total | $380,820 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $244 | SubstantialContributorsTotAmt |
| Public Support Total170 | $380,576 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,991 | CurrentTaxYearMinus4YearsAmt |
| Total | $6,991 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $387,811 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $385,518 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98130 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 6,991 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY INVESTMENTS | Desc |
| Book Value | $943,362 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $943,362 | TotalBookValueSecuritiesAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN PREPARER GOES OVER THE FINAL FORM 990 RETURN WITH THE TREASURER. |
| FORM 990, PAGE 6, PART VI, LINE 19 | COPIES OF GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | BEAN AWARD 6,000 0 0 MCGOVERN LECTURESHIP 2,000 0 0 MANAGEMENT FEES 7,328 0 0 PERSISTING OSLER V 8,233 0 0 TOTAL 23,561 0 0 |
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