TYNAN FAM CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TYNAN FAM CHARITABLE TR (EIN 04-6913063)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201831349349101013
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T07:50:10-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821747014 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH FINK & LABELLE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 BEACON STREET SUITE 415 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046913063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYNAN FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | CATE O'DWYER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TYNA | BusinessNameControlTxt |
| Phone | 9149543096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MARSH ROAD | AddressLine1Txt |
| City | LITCHFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06759 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATE O'DWYER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9149543096 | PhoneNum |
| Signature | 2018-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER W FINK ESQ | PreparerPersonNm |
| PTIN | P00635003 | PTIN |
| Phone | 6179510800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,375,589 | 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 | $35 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,604 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,991 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,991 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,596 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,654 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $827 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,082 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,117,870 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,153,561 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,373,507 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,119,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,155,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,375,589 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $19,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $45,750 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,750 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,100,451 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,109,893 | 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 | $1,100,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,109,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,119,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,155,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,100,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,442 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,109,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,109,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD WELLESLEY INCOME FUND ADM | P | 2005-02-25 | 2017-12-29 | $90,250 | $71,610 | $18,640 | $18,640 |
| CAPITAL GAINS DIVIDENDS | P | $14,351 | $14,351 | $14,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,991 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,437 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,246,600 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026020 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,179,738 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012715 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,168,009 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020719 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,079,423 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,007,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.012405 | DistributionYr5Rt |
| Total Distribution | 0.071859 | TotalDistributionRt |
| Average Distribution | 0.014372 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,303,481 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $728 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,462 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,500 | 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 | $728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $757 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $757 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29 | OverpaymentAmt |
| Applied To ES Tax | $29 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 | CATHERINE T O'DWYER | IndividualWithBooksNm |
| Phone | 9149543096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MARSH ROAD | AddressLine1Txt |
| City | LITCHFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06759 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| EMILY TYNAN MCDANIEL | ||||||||
| 101 VERMONT AVENUE | ASHEVILLE | NC | 28806 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| CATHERINE T O'DWYER | ||||||||
| 15 MARSH ROAD | LITCHFIELD | CT | 06759 | TRUSTEE | 0.10 | $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 | $1,321,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,323,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,323,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,303,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $728 | TotalTaxAmt |
| Distributable Before Adj | $64,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $728 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,772 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,630 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,630 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $870 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $63,576 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $3,000 |
| BLUE HILL PUBLIC LIBRARY | ||||||
| 5 PARKER POINT | BLUE HILL | ME | 04614 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $1,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVENUE 3RD FL | BOSTON | MA | 02116 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $3,000 |
| BRIGHAM AND WOMEN'S HOSPITAL BREAST CENTRE | ||||||
| 116 HUNTINGTON AVENUE 3RD F | BOSTON | MA | 02116 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $5,000 |
| BRIGHAM AND WOMEN'S HOSPITAL MAT FELLOWSHIP | ||||||
| 116 HUNTINGTON AVENUE 3RD F | BOSTON | MA | 02116 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $5,000 |
| CHASE EMERSON MEMORIAL LIBRARY | ||||||
| 17 MAIN STREET | DEER ISLE | ME | 05627 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $1,000 |
| DEDHAM COUNTRY DAY PMT SCHOLARSHIP | ||||||
| 90 SANDY VALLEY RD | DEDHAM | MA | 02026 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $5,000 |
| DOWNEAST COASTAL CONSERVANCY | ||||||
| PO BOX 760 | MACHIAS | ME | 04654 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $1,000 |
| GIRLS ROCK ASHEVILLE | ||||||
| PO BOX 7304 | ASHEVILLE | NC | 28802 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $3,750 |
| ISLAND COMMUNITY CENTER | ||||||
| ASHEVILLE NC 28802 | STONINGTON | ME | 046810617 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $1,000 |
| ISLAND HEALTH AND WELLNESS FOUNDATION | ||||||
| AIRPORT ROAD | DEER ISLE | ME | 04627 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $1,000 |
| ISLAND HERITAGE TRUST | ||||||
| PO BOX 40 | DEER ISLE | ME | 04627 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $2,500 |
| ISLAND READERS & WRITERS | ||||||
| PO BOX 227 | MOUNT DESERT | ME | 04660 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $1,000 |
| KENT SCHOOL EMILIA CARL WORTH SCHOLARSHIP | ||||||
| PO BOX 2006 | KENT | CT | 06757 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $7,000 |
| LUBEC MEMORIAL LIBRARY | ||||||
| 55 N WATER ST | LUBEC | ME | 04652 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $1,000 |
| OPERA HOUSE ARTS | ||||||
| 1 OPERA HOUSE LN | STONINGTON | ME | 04681 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $5,000 |
| SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY | ||||||
| 372 MERRIMON AVENUE | ASHEVILLE | NC | 28801 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $11,250 |
| WELLINGTON MANAGEMENT CHARITABLE FOUNDATION FOR MAT SCHOLARSHIP | ||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | 501(C)(3) | UNRESTRICED CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,500 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,604 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,991 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,596 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,596 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,153,561 | EOYBookValueAmt |
| EOYFMV | $1,373,507 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LYNCH, BREWER, HOFFMAN & FINK, LLP | CategoryTxt |
| Legal Fees | $1,654 | LegalFeesAmt |
| Net Investment Income | $827 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $19,500 | BOYBookValueAmt |
| EOY Book Value | $45,750 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MASSACHUSETTS FORM PC FILING | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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