SAND DOLLAR W FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAND DOLLAR W FOUNDATION (EIN 26-0239404)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202013109349100871
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T16:53:52-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362469413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MICHIGAN AVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 | 260239404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAND DOLLAR W FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEREMY WINTERSTEEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 3126420006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HARRISON AVENUE | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY WINTERSTEEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3126420006 | PhoneNum |
| Signature | 2020-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN HUEFFNER | PreparerPersonNm |
| PTIN | P01087725 | PTIN |
| Phone | 3126420006 | PhoneNum |
| Preparation | 2020-07-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.72.35.15 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-16 | IPDt |
| IP Tm | 10:52:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39ADF78CCFC9007621CB66C149F261D179AFE9A0 | AtSubmissionFilingDeviceId |
| 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 | $14,208 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $321 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,016 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $703 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,027 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $703 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $87,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,208 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $87,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,208 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $87,379 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,208 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,208 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,208 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $62,541 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.180330 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,658 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $54,586 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.247060 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $68,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.912524 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,057 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $65,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.744954 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,817 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,716 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.876852 | DistributionYr5Rt |
| Total Distribution | 8.961720 | TotalDistributionRt |
| Average Distribution | 1.792344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,354 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,290 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,168 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEREMY WINTERSTEEN | IndividualWithBooksNm |
| Phone | 3126420006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HARRISON AVENUE | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEREMY WINTERSTEEN | ||||||||
| 21 HARRISON AVENUE | NEWPORT | RI | 02840 | OFFICER, SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURENCE WINTERSTEEN | ||||||||
| 57 UPLAND ROAD | BROOKLINE | MA | 02445 | TREASURER, DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,045 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,268 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $2,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,268 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,168 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,168 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $98,131 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,766 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,942 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $119,929 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $527,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,900 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $598,371 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $98,131 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $500,240 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,766 | ExcessFromYear4Amt |
| Excess From Year3 | $126,942 | ExcessFromYear3Amt |
| Excess From Year2 | $119,929 | ExcessFromYear2Amt |
| Excess From Year1 | $70,703 | ExcessFromYear1Amt |
| Excess From Current Year | $70,900 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CHILDREN FOUNDATION | |||||||
| 464 HILLSIDE AVENUE SUITE 300 | NEEDHAM | MA | 02494 | NONE | PC | UNRESTRICTED | $5,000 |
| APPLE ORCHARD SCHOLARSHIP FUND | |||||||
| 282 D NEWTON STREET | BROOKLINE | MA | 02445 | NONE | PC | UNRESTRICTED | $100 |
| BOSTON COLLEGIATE CHARTER SCHOOL | |||||||
| 11 MAYHEW ST | DORCHESTER | MA | 02125 | NONE | PC | UNRESTRICTED | $500 |
| BROOKLINE LIBRARY FOUNDATION | |||||||
| 361 WASHINGTON STREET | BROOKLINE | MA | 02445 | NONE | PC | UNRESTRICTED | $100 |
| FESSENDEN SCHOOL | |||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 02465 | NONE | PC | UNRESTRICTED | $15,000 |
| FOOD FOR FREE | |||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | NONE | PC | UNRESTRICTED | $1,000 |
| HIGH STREET HILL ASSOCIATION | |||||||
| 87 S WALNUT ST | WAPELLA | IL | 61777 | NONE | PC | UNRESTRICTED | $100 |
| KEY WEST LITERARY SEMINAR | |||||||
| 717 LOVE LN | KEY WEST | FL | 33040 | NONE | PC | UNRESTRICTED | $1,500 |
| MAINE HUTS & TRAILS | |||||||
| 496C MAIN STREET | KINGFIELD | ME | 04947 | NONE | PC | UNRESTRICTED | $1,500 |
| MAINE ISLAND TRAIL ASSOCIATION | |||||||
| 58 FORE ST | PORTLAND | ME | 04101 | NONE | PC | UNRESTRICTED | $5,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NONE | PC | UNRESTRICTED | $1,000 |
| MILLBROOK SCHOOL | |||||||
| 131 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | NONE | PC | UNRESTRICTED | $2,500 |
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PC | UNRESTRICTED | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | UNRESTRICTED | $1,000 |
| PNA COMMUNITY GRANT PROGRAM | |||||||
| 6532 PHINNEY AVE N | SEATTLE | WA | 98103 | NONE | PC | UNRESTRICTED | $1,500 |
| PROUT NECK ASSOCIATION | |||||||
| 499 BLACK POINT ROAD | SCARBOROUGH | ME | 04074 | NONE | PC | UNRESTRICTED | $450 |
| REHEARSAL FOR LIFE | |||||||
| 670 CENTRE STREET SUITE 8 | JAMAICA PLAIN | MA | 02130 | NONE | PC | UNRESTRICTED | $1,000 |
| ROOM TO GROW | |||||||
| 1628 IRVING PARK RD 1W | CHICAGO | IL | 60613 | NONE | PC | UNRESTRICTED | $500 |
| SAFE SPACE RADIO | |||||||
| 22 FREE STREET SUITE 402 | PORTLAND | OR | 04101 | NONE | PC | UNRESTRICTED | $75 |
| SCARBOROUGH LAND TRUST | |||||||
| 7 OAK HILL TERRACE 2ND FLOOR | SCARBOROUGH | ME | 04074 | NONE | PC | UNRESTRICTED | $17,600 |
| SOUTHERN MAINE CONSERVATION COLLABORATIVE | |||||||
| 217 COMMERCIAL STREET SUITE 302 | PORTLAND | ME | 04101 | NONE | PC | UNRESTRICTED | $2,500 |
| ST BERNARD'S SCHOOL | |||||||
| 4 E 98TH ST | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED | $500 |
| STEPS TO SUCCESS | |||||||
| 24 WEBSTER PL | BROOKLINE | MA | 02445 | NONE | PC | UNRESTRICTED | $500 |
| THE MOUNTAIN SCHOOL | |||||||
| 151 MOUNTAIN SCHOOL RD | VERSHIRE | VT | 05079 | NONE | PC | UNRESTRICTED | $500 |
| TURTLE BAY ASSOCIATION INC | |||||||
| 224 E 47TH ST 2102 | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $40 |
| US COURT TENNIS PRESERVATION FOUNDATION (CHARLESTON) | |||||||
| 80 BROAD STREET | CHARLESTON | SC | 294010304 | NONE | PC | UNRESTRICTED | $5,000 |
| US COURT TENNIS PRESERVATION FOUNDATION | |||||||
| PO BOX 194 | JAMESTOWN | RI | 02635 | NONE | PC | UNRESTRICTED | $5,000 |
| USES | |||||||
| 36 48 RUTLAND ST | BOSTON | MA | 02118 | NONE | PC | UNRESTRICTED | $500 |
| WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | PC | UNRESTRICTED | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,465 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $321 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $321 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $313 | $313 | $0 | $0 |
| FILING FEE | $703 | $0 | $0 | $703 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $58 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $11 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |