ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC (EIN 27-1364347)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349100310
- Schema version
- 2016v3.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T05:20:43-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph A Wagner CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 844 East Manchester Rd | AddressLine1Txt |
| City | Manchester Center | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271364347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Roberta and Russell Housman | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8023756643 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL F HOUSMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph A Wagner | PreparerPersonNm |
| PTIN | P01075206 | PTIN |
| Phone | 8023629086 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,428 | 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 | $17,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,632 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,632 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $21,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,633 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,633 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,235 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,235 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Taxes Rev And Expnss | $437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $401 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,170 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $141 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,029 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,456 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,633 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,019 | CashBOYAmt |
| Cash EOY | $5,188 | CashEOYAmt |
| Cash EOYFMV | $5,188 | CashEOYFMVAmt |
| Corporate Stock BOY | $71,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $90,240 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $773 | OtherAssetsBOYAmt |
| Total Assets BOY | $86,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,428 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $13,369 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $13,369 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $86,184 | UnrestrictedBOYAmt |
| Unrestricted EOY | $82,059 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,391 | ExcessRevenueOverExpensesAmt |
| Subtotal | $88,575 | SubtotalAmt |
| Other Decreases | $6,516 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,059 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,576 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $93,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.18727 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,380 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $112,430 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.11011 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,517 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $97,542 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10782 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,354 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $103,210 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08094 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,574 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,961 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10278 | DistributionYr5Rt |
| Total Distribution | 0.588924 | TotalDistributionRt |
| Average Distribution | 0.117785 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $91,191 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,741 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,776 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,565 | 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 | $35 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35 | SubtotalAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $35 | 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 | VT | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Russell Housman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8023756643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | 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 |
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 |
|---|---|---|---|---|---|---|
| RUSSELL F HOUSMAN | ||||||
| 38 MCKEE ROD | ARLINGTON | VT | 05250 | President | 0.00 | $0 |
| JUNE WEISS | ||||||
| 258 STEAMBOAT RD | GREAT NECK | NY | 11024 | Secretary | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,580 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $92,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35 | TotalTaxAmt |
| Distributable Before Adj | $4,525 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,525 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,525 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,565 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $35 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,525 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,428 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,285 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,706 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,834 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,955 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,208 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,565 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,040 | RemainingDistriFromCorpusAmt |
| Total Corpus | $46,248 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,428 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,285 | ExcessFromYear4Amt |
| Excess From Year3 | $5,706 | ExcessFromYear3Amt |
| Excess From Year2 | $6,834 | ExcessFromYear2Amt |
| Excess From Year1 | $12,955 | ExcessFromYear1Amt |
| Excess From Current Year | $14,040 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUSSELL HOUSMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 MCKEE ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8023756643 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS FOR FUNDS ARE TO BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GEOGRAPHIC AREA OF SOUTHWESTERN VERMONT AND SECONDARILY GEOGRAPHIC AREA OF NORTHWESTERN MASSACHUSETTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BENNINGTON MEALS ON WHEELS | ||||||
| 124 PLEASANT ST | BENNINGTON | VT | 05201 | N/A | FOOD FOR THE ELDERLY | $1,800 |
| SVMC | ||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | UNCOMMITTED FUNDS TO HOSPITAL APPLIED TO NEED | $6,000 |
| ARLINGTON MEMORIAL HIGH SCHOOL | ||||||
| 529 E ARLINGTON RD | ARLINGTON | VT | 05250 | N/A | EDUCATIONAL SCHOLARSHIPS | $4,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,632 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,633 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,633 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Russell Housman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MorganStanley - Stocks | $19,694 | $19,694 |
| MorganStanley - ETF & CEF | $17,337 | $17,337 |
| MorganStanley - Mutual Funds | $43,839 | $43,839 |
| MorganStanley - MMF's | $9,370 | $9,370 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Net Unrealized Gain (Losses) on Investments | Desc |
| Amt | $6,516 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment fees | $141 | $141 | |
| Office & Miscellaneous | $245 | $245 | |
| Payroll Processing | $784 | $784 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Change in Investments | Desc |
| EOY Book Value | $13,369 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Taxes | $36 | $36 | |
| Payroll Taxes | $401 | $401 |
Comments