ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC (EIN 27-1364347)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-17
- IRS object ID
- 202003229349100710
- Schema version
- 2019v5.0
- 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
- Schedule B
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-17T06:05:00-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472528349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph A Wagner CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 844 East Manchester Rd | AddressLine1Txt |
| City | Manchester Center | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271364347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Roberta and Russell Housman | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8023756643 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL F HOUSMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph A Wagner | PreparerPersonNm |
| PTIN | P01075206 | PTIN |
| Phone | 8023629086 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,502 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,630 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $23 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,062 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $25,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $8,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,960 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Taxes Rev And Expnss | $724 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $724 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,716 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,974 | CashBOYAmt |
| Cash EOY | $2,693 | CashEOYAmt |
| Cash EOYFMV | $2,693 | CashEOYFMVAmt |
| Corporate Stock BOY | $88,135 | CorporateStockBOYAmt |
| Corporate Stock EOY | $105,799 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $105,809 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $93,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,502 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,321 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,269 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,269 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $88,788 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,435 | ExcessRevenueOverExpensesAmt |
| Subtotal | $90,223 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $90,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 660.942 Gabelli DIVD & Income TR RTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2010-01-01 | AcquiredDt |
| Sold | 2019-11-14 | SoldDt |
| Gross Sales Price | $23 | GrossSalesPriceAmt |
| Gain Or Loss | $23 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $23 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,415 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $96,970 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.24147 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,729 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $93,251 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.19012 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,530 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $91,191 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.20320 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,576 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $93,855 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.18727 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $112,430 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.11011 | DistributionYr5Rt |
| Total Distribution | 0.932168 | TotalDistributionRt |
| Average Distribution | 0.186434 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $106,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,925 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,925 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,280 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | VT | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Russell Housman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8023756643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RUSSELL F HOUSMAN | ||||||
| 38 MCKEE ROD | ARLINGTON | VT | 05250 | President | 0.00 | $0 |
| JUNE WEISS | ||||||
| 258 STEAMBOAT RD | GREAT NECK | NY | 11024 | Secretary | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $105,809 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,502 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $108,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,344 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $5,344 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,344 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,280 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,280 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,344 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,834 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,955 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,040 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,759 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,280 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,344 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,936 | RemainingDistriFromCorpusAmt |
| Total Corpus | $89,168 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,834 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,334 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,955 | ExcessFromYear4Amt |
| Excess From Year3 | $14,040 | ExcessFromYear3Amt |
| Excess From Year2 | $17,759 | ExcessFromYear2Amt |
| Excess From Year1 | $18,644 | ExcessFromYear1Amt |
| Excess From Current Year | $18,936 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUSSELL HOUSMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 MCKEE ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8023756643 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS FOR FUNDS ARE TO BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GEOGRAPHIC AREA OF SOUTHWESTERN VERMONT AND SECONDARILY GEOGRAPHIC AREA OF NORTHWESTERN MASSACHUSETTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BENNINGTON MEALS ON WHEELS | ||||||
| 124 PLEASANT ST | BENNINGTON | VT | 05201 | N/A | FOOD FOR THE ELDERLY | $1,000 |
| SAGE CITY SYMPHONY | ||||||
| BOX 547 | SHAFTSBURY | VT | 05262 | N/A | COMMUNITY MUSIC PROGRAM | $500 |
| MARTHA CANFIELD LIBRARY | ||||||
| EAST ARLINGTON RD | ARLINGTON | VT | 05250 | N/A | FREE LIBRARY PROGRAM SUPPORT | $500 |
| ARLINGTON MEMORIAL HIGH SCHOOL | ||||||
| 529 E ARLINGTON RD | ARLINGTON | VT | 05250 | N/A | EDUCATIONAL SCHOLARSHIPS | $3,330 |
| Battenkill Valley Health | ||||||
| 9 Church Street | Arlington | VT | 05250 | N/A | For Health Services | $300 |
| Southwestern Vermont Health Auxilia | ||||||
| 100 Hospital Dr | Bennington | VT | 05201 | N/A | health Care | $4,000 |
| Manchester Community Library | ||||||
| 138 Cemetery Avenue | Manchester Center | VT | 05255 | N/A | Various Public Events | $500 |
| Sierra Club | ||||||
| 2101 Webster St Suite 1300 | Oakland | CA | 94612 | N/A | Annual Fund | $100 |
| Sunray Meditation Center | ||||||
| 2202 Downingsville Road | Lincoln | VT | 05443 | N/A | Annual Fund | $200 |
| Real Art Ways | ||||||
| 59 Arbor Street | Hartford | CT | 06106 | N/A | Annual Fund | $250 |
| Hunger Free Vermont | ||||||
| 38 Eastwood Drive | South Burlington | VT | 05403 | N/A | Annual Fund | $100 |
| Joslyn Dickie | ||||||
| Carpenter Lane | Bennington | VT | 05201 | N/A | Nursing scholarship | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,880 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,062 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,085 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,085 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Russell Housman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,630 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Investment fees | $153 | $153 |
| Other Expenses | $2,550 | $2,550 |
| Payroll Processing | $1,013 | $1,013 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $4,062 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Unrealized Change in Investments | $4,321 | $18,052 |
| Payroll Exchange | $217 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Other Taxes | $39 | $39 |
| Payroll Taxes | $685 | $685 |
Comments