HELEN BENHAM FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HELEN BENHAM FOUNDATION (EIN 27-6069983)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201921349349101942
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T11:57:28-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043191789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACE STE 900AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP011444011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276069983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HELEN BENHAM FOUNDATIONBusinessNameLine1Txt
Business Name Line2HELEN BENHAM TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHELEBusinessNameControlTxt
Phone2129419019PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1134-140 GREENE STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN V BENHAMPersonNm
Person TitleTRUSTEE, GRANTORPersonTitleTxt
Phone2129419019PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS THEOBALDPreparerPersonNm
PTINP00368792PTIN
Phone4137391800PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.88.213.177IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm10:56:42IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF00BBECEE44ABC9716645A3808F1AFDC667832A3AtSubmissionCreationDeviceId
At Submission Filing Device IdF00BBECEE44ABC9716645A3808F1AFDC667832A3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$883,424FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,200ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$26InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,720DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,720DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$17,979NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$227,427GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,967TotalRevAndExpnssAmt
Total Net Invst Incm$24,746TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,577OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,577OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$726TaxesRevAndExpnssAmt
Taxes Net Invst Incm$726TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,503TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,403TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,003TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,403TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,036ExcessRevenueOverExpensesAmt
Net Investment Income$12,343NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$182,489SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$182,489SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$210CorporateStockBOYAmt
Corporate Stock EOY$210CorporateStockEOYAmt
Corporate Stock EOYFMV$281,820CorporateStockEOYFMVAmt
Other Investments BOY$534,569OtherInvestmentsBOYAmt
Other Investments EOY$331,956OtherInvestmentsEOYAmt
Other Investments EOYFMV$419,115OtherInvestmentsEOYFMVAmt
Total Assets BOY$534,779TotalAssetsBOYAmt
Total Assets EOY$514,655TotalAssetsEOYAmt
Total Assets EOYFMV$883,424TotalAssetsEOYFMVAmt
Other Liabilities BOY$16,588OtherLiabilitiesBOYAmt
Other Liabilities EOY$51,500OtherLiabilitiesEOYAmt
Total Liabilities BOY$16,588TotalLiabilitiesBOYAmt
Total Liabilities EOY$51,500TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$518,191RetainedEarningBOYAmt
Retained Earning EOY$463,155RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$518,191TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$463,155TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$534,779TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$514,655TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$518,191TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,036ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$463,155SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$463,155TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - AVAILABLE UPON REQUESTP2018-01-012018-07-01$9,412$10,403-$991-$991
CHARLES SCHWAB - AVAILABLE UPON REQUESTP2017-01-012018-07-01$215,019$235,003-$19,984-$19,984
CAPITAL GAINS DIVIDENDSP$2,996$2,996$2,996
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,979CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$940,875NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046871DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,057AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$910,074NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.064893DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$939,334NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038538DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$915,459NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030040DistributionYr4Rt
Adjusted Qlfy Distri Yr5$48,975AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$873,611NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056060DistributionYr5Rt
Total Distribution0.236402TotalDistributionRt
Average Distribution0.047280AverageDistributionRt
Net Vl Noncharitable Assets$941,205NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,500AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$123NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$44,623AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$53,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$123InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$123SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$123TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$673EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$673TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$550OverpaymentAmt
Applied To ES Tax$550AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHELEN V BENHAMIndividualWithBooksNm
Phone2129419019PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1134-140 GREENE STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10012ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHELEN V BENHAMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1134-140 GREENE STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10012ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$940,948AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,590AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$955,538TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$955,538AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,333CashDeemedCharitableAmt
Net Vl Noncharitable Assets$941,205NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,060MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,060MinimumInvestmentReturnAmt
Tax Based On Investment Income$123TaxBasedOnInvestmentIncomeAmt
Total Tax$123TotalTaxAmt
Distributable Before Adj$46,937DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,937DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,937DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$53,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$123PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$53,477AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,937DistributableAsAdjustedAmt
Undistributed Income PY$4,099UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$53,600QualifyingDistributionsAmt
Applied To Year1$4,099AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,937AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,564RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,564TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,564ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,564ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHELEN V BENHAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMP JABBERWOCKY
200 GREENWOOD AVEVINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
CREATIVE VISIONS FOUNDATION
18820 PACIFIC COAST HIGHWAYMALIBUCA90265NONE501(C)(3) PUBLIC CHACHARITABLE$15,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY10001NONE501(C)(3) PUBLIC CHACHARITABLE$5,000
ISLAND HOUSING TRUST
346 STATE RDVINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$5,000
MARTHA'S VINEYARD FILM FESTIVAL
9 STATE ROADCHILMARKMA02535NONE501(C)(3) PUBLIC CHACHARITABLE$1,500
PRESBYTERIAN NEW ENGLAND CONGRESSIONAL CHURCH
24 CIRCULAR STREETSARATOGA SPRINGSNY12866NONE501(C)(3) PUBLIC CHACHARITABLE$500
SAVE THE CHILDREN
54 WILTON ROADWESTPORTCT06880NONE501(C)(3) PUBLIC CHACHARITABLE$5,000
SENSE OF WONDER
23 GROVE AVEVINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$5,000
SOHO ALLIANCE
PO BOX 429NEW YORKMA10012NONE501(C)(3) PUBLIC CHACHARITABLE$5,000
ST FRANCIS XAVIER CHURCH
46 W 16TH STREETNEW YORKNY10011NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
THE CHILMARK FIREMAN'S FUND
PO BOX 580CHILMARKMA02535NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
THE CHILMARK SCHOOL
8 STATE RDCHILMARKMA02535NONE501(C)(3) PUBLIC CHACHARITABLE$5,000
VINEYARD CONSERVATION SOCIETY
LAMBERTS COVE ROADVINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
VINEYARD OPEN LAND FOUNDATION
232 MAIN STREETVINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,720ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$17,979ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,767ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,767TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$4,200Amt
Net Investment Income$2,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,100DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$210EOYBookValueAmt
EOYFMV$281,820EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$331,956BookValueAmt
EOYFMV$419,115EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
BANK OVERDRAFT$16,588$0
DUE TO HELEN BENHAM$0$51,500

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$9,577Amt
Net Investment Income$9,577NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$726Amt
Net Investment Income$726NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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