GEORGE A RAMLOSE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE A RAMLOSE FOUNDATION INC (EIN 04-6048231)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-11-10
- IRS object ID
- 202103149349101690
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T10:25:07-08:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043215625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vallas & Arrison PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 Great Road | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046048231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George A Ramlose Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9783681200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Taylor | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Taylor | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | George P Vallas CPA | PreparerPersonNm |
| PTIN | P00466005 | PTIN |
| Phone | 9784869855 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,829,477 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $33 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $67,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,917 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $67,917 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $809,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,847,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $809,674 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,980 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $877,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $877,624 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $71,930 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $80 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,856 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,522 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $661,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $868,616 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71,930 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,735 | CashBOYAmt |
| Cash EOY | $22,365 | CashEOYAmt |
| Cash EOYFMV | $22,365 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $922,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $922,639 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,013,310 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,767,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,884,473 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,042,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,712,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,829,477 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,449 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,635 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,449 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,635 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,036,941 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,036,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,698,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,042,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,712,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,036,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $661,665 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,698,606 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,698,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 Abbvie Inc. | P | 2015-06-30 | 2020-09-15 | $89,076 | $62,217 | $26,859 | $26,859 |
| 20 Amazon | P | 2015-06-15 | 2020-03-21 | $61,563 | $50,120 | $11,443 | $11,443 |
| 500 Amgen | P | 2015-06-15 | 2020-11-01 | $111,785 | $80,101 | $31,684 | $31,684 |
| 1200 Apple | P | 2015-06-15 | 2020-11-18 | $141,693 | $35,040 | $106,653 | $106,653 |
| 400 ARK ETF | P | 2020-01-01 | 2020-12-31 | $49,022 | $39,773 | $9,249 | $9,249 |
| 1500 Best Buy | P | 2015-06-15 | 2021-01-06 | $148,572 | $79,495 | $69,077 | $69,077 |
| 1000 Broadridge Financial Solutions | P | 2015-06-15 | 2020-03-01 | $141,259 | $59,623 | $81,636 | $81,636 |
| 2500 Cisco | P | 2015-06-15 | 2020-08-17 | $109,098 | $67,582 | $41,516 | $41,516 |
| 1200 Coca Cola Co | P | 2015-06-15 | 2021-01-20 | $58,836 | $16,164 | $42,672 | $42,672 |
| 900 Digital Rlty Inc | P | 2015-06-15 | 2020-05-04 | $131,838 | $63,819 | $68,019 | $68,019 |
| 350 Ishares Iboxx Investment | P | 2015-06-15 | 2021-01-19 | $47,765 | $44,676 | $3,089 | $3,089 |
| 1000 Johnson & Johnson | P | 2015-06-15 | 2021-03-01 | $152,289 | $80,300 | $71,989 | $71,989 |
| 700 Leggett & Platt, Inc. | P | 2015-06-15 | 2021-11-01 | $31,454 | $35,903 | -$4,449 | -$4,449 |
| 500 NewGenomics, Inc. | P | 2020-11-18 | 2021-03-01 | $23,555 | $26,523 | -$2,968 | -$2,968 |
| 2000 Nextera Energy Inc | P | 2015-06-15 | 2021-02-24 | $153,998 | $6,305 | $147,693 | $147,693 |
| 450 PNC Financial | P | 2015-06-15 | 2020-11-01 | $50,560 | $72,373 | -$21,813 | -$21,813 |
| 500 S&P Global, Inc. | P | 2015-06-15 | 2021-01-15 | $155,677 | $77,578 | $78,099 | $78,099 |
| 1200 Schlumberger Ltd | P | 2015-06-15 | 2021-04-01 | $16,002 | $38,154 | -$22,152 | -$22,152 |
| 1250 Walmart Stores | P | 2015-06-15 | 2021-02-01 | $173,746 | $100,067 | $73,679 | $73,679 |
| Williams Companies | P | 2020-01-01 | 2020-12-31 | $2,301 | -$2,301 | -$2,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $809,674 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,980 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,074 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,074 | SubtotalAmt |
| Tax Based On Investment Income | $12,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $9,974 | TaxDueAmt |
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 |
| Org Report Or Register State | NY | 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 |
| Website Address | www.ramlose.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adams & Blinn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9783681200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 550 | AddressLine1Txt |
| City | Sterling | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02141 | 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 | false | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Peter F Boyce | ||||||
| 3287 Bailey Road | Dacula | GA | 30019 | President | 3.00 | $0 |
| Carole C Boyce | ||||||
| 3287 Bailey Road | Dacula | GA | 30019 | Vice President | 1.00 | $0 |
| Linda M Taylor | ||||||
| 141 Kendall Hill Road | Sterling | MA | 01564 | Vice President | 1.00 | $0 |
| David L Taylor | ||||||
| 141 Kendall Hill Road | Sterling | MA | 01564 | Treasurer | 5.00 | $0 |
| Monica Rutkovskis | ||||||
| 15 Maple Street | Norton | MA | 02766 | Vice President | 1.00 | $0 |
| Olivia Boyce | ||||||
| 2359 Ontario Rd NW Apt 202 | Washington | DC | 20009 | Vice President | 1.00 | $0 |
| Patrick Grieve | ||||||
| 15 Maple Street | Norton | MA | 02766 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Contributions to qualified 501(c)(3) organizations none of whom are related to the directors of the Foundation. See attached list. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,130,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $383,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,514,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,514,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,461,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,077 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,074 | TotalTaxAmt |
| Distributable Before Adj | $161,003 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $161,003 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $161,003 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $192,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $192,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,003 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,357 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,407 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,586 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,032 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,157 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,450 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $161,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,447 | RemainingDistriFromCorpusAmt |
| Total Corpus | $130,986 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $120,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,407 | ExcessFromYear4Amt |
| Excess From Year3 | $25,586 | ExcessFromYear3Amt |
| Excess From Year2 | $23,032 | ExcessFromYear2Amt |
| Excess From Year1 | $29,157 | ExcessFromYear1Amt |
| Excess From Current Year | $31,447 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | George A Ramlose Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 550 | AddressLine1Txt |
| City | Sterling | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01564 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5083688264 | RecipientPhoneNum |
| Form And Info And Materials | All applications and supporting material should be submitted online at our website www.ramlose.org. Further instructions are on the website. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | August 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Preference is given to organizations in New England or in the southeastern United States. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01564 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To further the objectives of the recipient organization. | GrantOrContributionPurposeTxt |
| Amt | $192,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $809,674 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $809,674 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $877,624 | TotalIncomeProducingActyAmt |
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 Prep | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Dues and Subscriptions | $765 | $765 |
| Insurance | $738 | $738 |
| Miscellaneous | $468 | $468 |
| Postage & Misc | $150 | $150 |
| Reimbursed Expense | $301 | $301 |
| Web Site | $3,100 | $3,100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $80 | Amt |
| Net Investment Income | $80 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Taxes | $12,666 | |
| Foreign Taxes | $1,856 | $1,856 |
| State Filing Fees | $285 |
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