GEORGE A RAMLOSE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE A RAMLOSE FOUNDATION INC (EIN 04-6048231)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2019-11-05
- IRS object ID
- 201913099349100616
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T08:12:09-08:00 | ReturnTs |
| Tax Period End | 2019-04-30 | 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 | 2018-05-01 | 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 550 | AddressLine1Txt |
| City | Sterling | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01564 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Taylor | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | George P Vallas CPA | PreparerPersonNm |
| PTIN | P00466005 | PTIN |
| Phone | 9784869855 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,383,718 | 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 | $278 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $278 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $278 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $79,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,325 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $79,325 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $309,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $154,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,229 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $79,603 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $500 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $27,973 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,473 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $893 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,279 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $517 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $250 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,883 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $250 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,883 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $250 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,346 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79,353 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,886 | CashBOYAmt |
| Cash EOY | $12,104 | CashEOYAmt |
| Cash EOYFMV | $12,103 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,281 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,998,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,925,106 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,306,334 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,078,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,002,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,383,718 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,043 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,681 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,043 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,681 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,075,369 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,999,810 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,075,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,999,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,078,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,002,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,075,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,559 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,999,810 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,999,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250 Microsoft Corp | P | 2012-06-30 | 2018-09-21 | $27,909 | $8,373 | $19,536 | $19,536 |
| 2200 Southern Corp | P | 2012-06-30 | 2018-09-21 | $96,474 | $93,566 | $2,908 | $2,908 |
| 500 Cisco | P | 2012-06-30 | 2018-12-21 | $22,267 | $13,516 | $8,751 | $8,751 |
| 500 Coca Cola Co | P | 2012-06-30 | 2018-12-21 | $24,145 | $10,408 | $13,737 | $13,737 |
| 500 Microsoft Corp | P | 2012-06-30 | 2018-12-21 | $53,046 | $16,748 | $36,298 | $36,298 |
| 250 Amerco | P | 2012-06-30 | 2019-01-18 | $86,011 | $92,615 | -$6,604 | -$6,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,626 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $166,821 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,917,935 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05717 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,968,286 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05209 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,466 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,894,998 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05128 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,447 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,112,057 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04802 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,971 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,963,417 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04993 | DistributionYr5Rt |
| Total Distribution | 0.258503 | TotalDistributionRt |
| Average Distribution | 0.051701 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,241,812 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $167,605 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,243 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $168,848 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $183,880 | 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 | $1,243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,243 | SubtotalAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $541 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $541 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $725 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $183,880 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,272,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,291,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,291,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,241,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,243 | TotalTaxAmt |
| Distributable Before Adj | $160,848 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $160,848 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $160,848 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,880 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $183,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,243 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $182,637 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,848 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $10,357 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,350 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,880 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,848 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,032 | RemainingDistriFromCorpusAmt |
| Total Corpus | $70,382 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $70,382 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,357 | ExcessFromYear3Amt |
| Excess From Year2 | $11,407 | ExcessFromYear2Amt |
| Excess From Year1 | $25,586 | ExcessFromYear1Amt |
| Excess From Current Year | $23,032 | 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 | $183,880 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,880 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $74,626 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $79,603 | ExclusionAmt |
| Related Or Exempt Function Incm | $74,626 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,229 | 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 | Accounting Fees | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Dues and Subscriptions | $750 | $500 | $250 |
| Insurance | $738 | ||
| Postage & Misc | $17 | $17 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consultant | $500 | $0 | $0 | $0 |
| Contract Labor | $1,000 | $0 | $0 | $0 |
| Investment Management Fees | $26,473 | $26,473 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Taxes | $2,973 | |
| Foreign Taxes | $893 | $893 |
| State Filing Fees | $285 |
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