RICHARD T HALL TRUST FBO DOWD SH A: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD T HALL TRUST FBO DOWD SH A (EIN 90-0103019)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201841279349100214
- Schema version
- 2017v2.3
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T09:44:51-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412243136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAREW & WELLS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 N STATE ST | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | 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 | 900103019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD T HALL TR FBO DOWD SHARE A | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHARTER TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6032241350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NORTH MAIN ST | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES P HALL | PersonNm |
| Person Title | CO-FIDUCIARY | PersonTitleTxt |
| Phone | 6032241350 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN M CAREW | PreparerPersonNm |
| PTIN | P00399595 | PTIN |
| Phone | 6032243950 | PhoneNum |
| Preparation | 2018-05-03 | PreparationDt |
| 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $6,247,454 | 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 | $7,547 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,547 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $111,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $792,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,827,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $792,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,712 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $912,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $911,140 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $73,858 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,759 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,099 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $450 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $450 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $4,130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,088 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,955 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,955 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $599,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $879,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,498 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $19,756 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,819 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,213 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,551,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,134,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,972,878 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $61,126 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $161,555 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $163,696 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $60,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,169 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,808,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,406,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,247,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,808,009 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,406,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,808,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,406,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,808,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,406,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,808,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $599,390 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,407,399 | SubtotalAmt |
| Other Decreases | $886 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,406,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED CHARTER TRUST | P | $65,863 | $73,695 | -$7,832 | -$7,832 |
| SEE ATTACHED CHARTER TRUST | P | $662,581 | $45,642 | $616,939 | $616,939 |
| SEE ATTACHED CHARTER TRUST | P | $1,098,315 | $915,200 | $183,115 | $183,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $792,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $284,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,642,095 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $219,254 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,694,557 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038502 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $193,038 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,266,073 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045250 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,823 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,936,482 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047205 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $178,195 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,746,631 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047561 | DistributionYr5Rt |
| Total Distribution | 0.229025 | TotalDistributionRt |
| Average Distribution | 0.045805 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,973,105 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $273,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,792 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $282,390 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $281,507 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,584 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,584 | SubtotalAmt |
| Tax Based On Investment Income | $17,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $960 | TotalPaymentsAndCreditsAmt |
| Tax Due | $16,624 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARTER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6032241350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NORTH MAIN STREET | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JAMES P HALL | ||||||||
| 25 FLETCHER STREET | CHELMSFORD | MA | 01824 | CO-FIDUCIARY | 000.00 | $49,854 | $0 | $0 |
| CHARTER TRUST COMPANY | ||||||||
| 90 NORTH MAIN STREET | CONCORD | NH | 03301 | CO-FIDUCIARY | 000.00 | $24,004 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,938,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,064,066 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,064,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,973,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,584 | TotalTaxAmt |
| Distributable Before Adj | $281,071 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $281,071 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $281,071 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,507 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $281,507 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $281,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $234,374 | UndistributedIncomePYAmt |
| Qualifying Distributions | $281,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $234,374 | AppliedToYear1Amt |
| Applied To Current Year | $47,133 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $233,938 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GUEST HOUSE INC | ||||||
| 1601 JOSLYN ROAD | LAKE ORION | MI | 48360 | PUBLIC CHARI | GENERAL OPERATIONS | $29,297 |
| TOWN OF DRACUT SCHOOL SYS | ||||||
| 2063 LAKE AVENUE | DRACUT | MA | 01826 | PUBLIC CHARI | SCHOOL SYSTEM OR CHILDREN | $14,648 |
| REGIS COLLEGE | ||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | PUBLIC CHARI | GENERAL OPERATIONS | $14,648 |
| ST JOSEPH WORKER SHRINE | ||||||
| 37 LEE STREET | LOWELL | MA | 01852 | PUBLIC CHARI | GENERAL OPERATIONS | $14,648 |
| ST MICHAEL PARISH | ||||||
| 543 BRIDGE STREET | LOWELL | MA | 01852 | PUBLIC CHARI | GRAMMAR SCHOOL - GENERAL OPERATIONS | $29,297 |
| ST KATHERINE DREXEL PARIS | ||||||
| PO BOX 180 | WOLFEBORO | NH | 03894 | PUBLIC CHARI | PARISH OPERATIONS | $14,648 |
| ROMAN CATHOLIC DIOCESE NH | ||||||
| PO BOX 310 | MANCHESTER | NH | 03165 | PUBLIC CHARI | CATHOLIC CHILDREN | $29,297 |
| SHRINERS HOSPITAL-BOSTON | ||||||
| PO BOX 31356 | TAMPA | FL | 33631 | PUBLIC CHARI | BURN INSTITUTE - GENERAL OPERATIONS | $29,297 |
| SHRINERS HOSPITAL-SPRINGF | ||||||
| PO BOX 31356 | TAMPA | FL | 33631 | PUBLIC CHARI | CRIPPLED CHILDREN - GEN OPERATIONS | $29,297 |
| MANCHESTER CHRISTIAN CHURCH | ||||||
| 1308 WELLINGTON ROAD | MANCHESTER | NH | 03104 | PUBLIC CHARI | CHRISTIAN CHILDREN | $29,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $234,374 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,547 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,036 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $792,557 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PY FEDERAL TAX | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,712 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $912,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $912,852 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $650 | Amt |
| Disbursements Charitable Prps | $650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE & FOREIGN BONDS | BondNm |
| EOY Book Value | $161,555 | EOYBookValueAmt |
| EOYFMV | $163,696 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON EQUITY SECURITIES | $1,537,934 | $3,201,259 |
| CLOSED END DOMESTIC EQUITY FUND | $267,504 | $381,805 |
| CLOSED END FIXED INCOME | $1,748,004 | $1,804,351 |
| TAXABLE FIXED INCOME FUNDS | $305,454 | $305,964 |
| CLOSED END INTL EQUITY FUND | $275,800 | $279,499 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUNICIPAL OBLIGATIONS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $60,945 | BookValueAmt |
| EOYFMV | $61,169 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $450 | LegalFeesAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REPORTABLE TIMING DIFFERENCES | Desc |
| Amt | $886 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE PREMIUM | $1,774 | $1,774 | |
| PROBATE ACCOUNTING FEE | $2,000 | $2,000 | |
| ANNUAL FILING FEE | $75 | $75 | |
| PROBATE FILING FEE | $85 | $85 | |
| REGULATORY COMPLIANCE FEE | $196 | $196 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PY FEDERAL TAX | Desc |
| Revenue And Expenses Per Books | $1,712 | RevenueAndExpensesPerBooksAmt |