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ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC (EIN 27-1364347)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201821349349101797
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T10:42:37-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472528349PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Joseph A Wagner CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1844 East Manchester RdAddressLine1Txt
CityManchester CenterCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05255ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271364347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Roberta and Russell HousmanBusinessNameLine1Txt
Business Name Line2Charitable Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8023756643PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line138 McKee RoadAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL F HOUSMANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph A WagnerPreparerPersonNm
PTINP01075206PTIN
Phone8023629086PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$103,784FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,722ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,059DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,059DividendsNetInvstIncmAmt
Total Rev And Expnss$21,781TotalRevAndExpnssAmt
Total Net Invst Incm$4,059TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$5,610OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$5,610OthEmplSlrsWgsDsbrsChrtblAmt
Taxes Rev And Expnss$464TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$429TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,121OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,001OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,120OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,195TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,036TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,159TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,795TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,036TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,759TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,986ExcessRevenueOverExpensesAmt
Net Investment Income$3,023NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,188CashBOYAmt
Cash EOY$5,115CashEOYAmt
Cash EOYFMV$5,115CashEOYFMVAmt
Corporate Stock BOY$90,240CorporateStockBOYAmt
Corporate Stock EOY$98,669CorporateStockEOYAmt
Corporate Stock EOYFMV$98,669CorporateStockEOYFMVAmt
Total Assets BOY$95,428TotalAssetsBOYAmt
Total Assets EOY$103,784TotalAssetsEOYAmt
Total Assets EOYFMV$103,784TotalAssetsEOYFMVAmt
Other Liabilities BOY$13,369OtherLiabilitiesBOYAmt
Other Liabilities EOY$18,739OtherLiabilitiesEOYAmt
Total Liabilities BOY$13,369TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,739TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$82,059UnrestrictedBOYAmt
Unrestricted EOY$85,045UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$82,059TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,045TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$95,428TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$103,784TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$82,059TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,986ExcessRevenueOverExpensesAmt
Subtotal$85,045SubtotalAmt
Tot Net Ast Or Fund Balances EOY$85,045TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,530AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$91,191NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.20320DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,576AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$93,855NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.18727DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,380AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$112,430NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.11011DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,517AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$97,542NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.10782DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,354AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$103,210NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08094DistributionYr5Rt
Total Distribution0.689343TotalDistributionRt
Average Distribution0.137869AverageDistributionRt
Net Investment Income Pct$30NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$30AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,759QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Subtotal$30SubtotalAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Tax Due$30TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Russell HousmanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8023756643PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line138 McKee RoadAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RUSSELL F HOUSMAN
38 MCKEE RODARLINGTONVT05250President0.00$0
JUNE WEISS
258 STEAMBOAT RDGREAT NECKNY11024Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$30DistributableBeforeAdjAmt
Distributable Before Ded$30DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,759ExpensesAndContributionsAmt
Qualifying Distributions$17,759QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$30PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$17,729AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,285ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,706ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,834ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,955ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,040ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$42,820TotalExcessDistributionCyovAmt
Qualifying Distributions$17,759QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$17,759RemainingDistriFromCorpusAmt
Total Corpus$60,579TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,285ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$57,294ExcessDistriCyovToNextYrAmt
Excess From Year4$5,706ExcessFromYear4Amt
Excess From Year3$6,834ExcessFromYear3Amt
Excess From Year2$12,955ExcessFromYear2Amt
Excess From Year1$14,040ExcessFromYear1Amt
Excess From Current Year$17,759ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRUSSELL HOUSMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line138 MCKEE ROADAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8023756643RecipientPhoneNum
Form And Info And MaterialsALL APPLICATIONS FOR FUNDS ARE TO BE SUBMITTED IN WRITING.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGEOGRAPHIC AREA OF SOUTHWESTERN VERMONT AND SECONDARILY GEOGRAPHIC AREA OF NORTHWESTERN MASSACHUSETTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VERMONT FOODBANK
33 PARKER RDBARREVT05641N/AFOOD FOR THE NEEDY$200
BENNINGTON MEALS ON WHEELS
124 PLEASANT STBENNINGTONVT05201N/AFOOD FOR THE ELDERLY$1,000
SVMC
100 HOSPITAL DRBENNINGTONVT05201N/AUNCOMMITTED FUNDS TO HOSPITAL APPLIED TO NEED$8,000
Manchester Community Library
138 Cemetery AvenueManchester CenterVT05255N/AVarious Public Events$900
World Convention Center
PO Box 9999Van NuysCA91409N/AAnnual fund$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,059RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,059RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,059TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementINVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRussell HousmanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line138 McKee RoadAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Total Contributions$17,722TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment fees$1,001$1,001
Office & Miscellaneous$200$200
Payroll Processing$920$920

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUnrealized Change in InvestmentsDesc
BOY Book Value$13,369BOYBookValueAmt
EOY Book Value$18,739EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Other Taxes$35$35
Payroll Taxes$429$429

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