HARPSWELL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HARPSWELL FOUNDATION (EIN 04-3474498)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-05
- IRS object ID
- 201701869349100020
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-05T14:37:42-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAVERMAN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 Eighth Avenue Suite 2001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 043474498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARPSWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARP | BusinessNameControlTxt |
| Phone | 9172731793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DEVENS STREET | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN LIGHTMAN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLY GOCH CPA | PreparerPersonNm |
| PTIN | P00449021 | PTIN |
| Phone | 2129890009 | PhoneNum |
| 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 | $5,486,956 | 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 | $789,474 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $81,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,555 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $81,555 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,965,002 | GrossSalesPriceAmt |
| Total Rev And Expnss | $843,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,563 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $81,563 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $75,833 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,792 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $3,792 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $68,250 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $710 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $709 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,676 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,503 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $580 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,419 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,685 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,343 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $8,343 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,532 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,253 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $1,253 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,026 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $451 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $45 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $45 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $361 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $286,923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,413 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $223 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $255,287 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $414,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,945 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $349,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $449,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,945 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $384,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $394,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,504 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $66,618 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,095 | CashBOYAmt |
| Cash EOY | $118,652 | CashEOYAmt |
| Cash EOYFMV | $118,652 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,213,862 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,825,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,825,316 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $677,200 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $134,212 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $552,173 | LandBOYAmt |
| Land EOY | $542,988 | LandEOYAmt |
| Land EOYFMV | $542,988 | LandEOYFMVAmt |
| Total Assets BOY | $4,858,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,486,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,486,956 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,158 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,718 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,718 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,856,972 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,479,238 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,856,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,479,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,858,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,486,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,856,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $394,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $228,051 | OtherIncreasesAmt |
| Subtotal | $5,479,238 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,479,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC S/T xx6955 | P | 2015-01-26 | 2016-01-19 | $27,016 | $27,497 | -$481 | -$481 |
| JANNEY MONTGOMERY SCOTT LLC L/T xx6955 | P | 2014-10-24 | 2016-03-11 | $23,316 | $23,797 | -$481 | -$481 |
| JANNEY MONTGOMERY SCOTT LLC S/T xx6443 | P | 2015-11-13 | 2016-02-03 | $155,177 | $185,941 | -$30,764 | -$30,764 |
| MERRILL LYNCH XX2323 S/T COVERED | P | 2016-06-03 | 2016-07-01 | $182,246 | $180,326 | $1,920 | $1,920 |
| MERRILL LYNCH XX2323 S/T NONCOVERED | P | 2015-10-16 | 2016-06-03 | $2,527,302 | $2,575,270 | -$47,968 | -$47,968 |
| MERRILL LYNCH XX2323 L/T | P | 2015-11-19 | 2016-12-05 | $14,085 | $12,932 | $1,153 | $1,153 |
| MERRILL LYNCH XX2323 L/T NONCOVERED | P | 2014-10-24 | 2016-06-03 | $941,649 | $932,750 | $8,899 | $8,899 |
| MERRILL LYNCH XX2323 L/T NONCOVERED | P | 2015-11-13 | 2016-06-03 | $21,513 | $19,411 | $2,102 | $2,102 |
| MERRILL LYNCH XX2324 S/T | P | 2016-01-20 | 2016-08-23 | $171 | $174 | -$3 | -$3 |
| MERRILL LYNCH XX2324 S/T NONCOVERED | P | 2015-12-04 | 2016-08-23 | $14,539 | $14,377 | $162 | $162 |
| MERRILL LYNCH XX2324 L/T | P | 2014-12-15 | 2016-08-23 | $4,341 | $4,751 | -$410 | -$410 |
| MERRILL LYNCH XX2324 L/T NONCOVERED | P | 2014-10-23 | 2016-08-23 | $15,760 | $15,381 | $379 | $379 |
| WASH SALE | P | 2016-01-01 | 2016-01-01 | $2,514 | $2,514 | $2,514 | |
| WASH SALE | P | 2015-01-01 | 2016-02-02 | $277 | $277 | $277 | |
| Capital Gain Dividends | $35,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,605 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$72,518 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $312,816 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,886,559 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08049 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $253,968 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,834,605 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,964 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,541,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07876 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $225,883 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,815,675 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08022 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $245,438 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,479,532 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09899 | DistributionYr5Rt |
| Total Distribution | 0.404688 | TotalDistributionRt |
| Average Distribution | 0.080938 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,554,469 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $368,630 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $315 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $368,945 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $384,215 | 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 | $315 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $315 | SubtotalAmt |
| Tax Based On Investment Income | $315 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $685 | OverpaymentAmt |
| Applied To ES Tax | $685 | AppliedToESTaxAmt |
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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | WWW.HARPSWELLFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN P LIGHTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174220700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DEVENS STREET | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CB | ForeignCountryCd |
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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ALAN LIGHTMAN | ||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | Trustee | 0.00 | $0 |
| JEAN LIGHTMAN | ||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | Trustee | 0.00 | $0 |
| ELYSE LIGHTMAN SAMUELS | ||||||
| 141 WINDSOR PLACE | BROOKLYN | NY | 11215 | Trustee | 0.00 | $0 |
| KARA LIGHTMAN | ||||||
| 298 20TH STREET B | BROOKLYN | NY | 11215 | Trustee | 0.00 | $0 |
| DAVID ROE | ||||||
| 1061 WALKER AVE | OAKLAND | CA | 94610 | Trustee | 0.00 | $0 |
| RANGITA DE SILVA DE ALWIS | ||||||
| 288 N MAINE STREET | SHARON | MA | 02067 | Trustee | 0.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON PAVIA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5249 SYCAMORE AVENUE | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $75,833 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION OF DORMITORIES AND LEADERSHIP CENTERS FOR WOMEN IN PHNOM PENH UNIVERSITIES. WE PROVIDE LEADERSHIP TRAINING TO SOME OF THE BRIGHTEST AND MOST AMBITIOUS YOUNG UNIVERSITY WOMEN IN CAMBODIA. | Description1Txt |
| Expenses1 | $200,811 | Expenses1Amt |
| Description2 | PROVIDING US EDUCATIONAL FELLOWSHIPS TO CAMBODIAN WOMEN. | Description2Txt |
| Expenses2 | $32,371 | Expenses2Amt |
| Description3 | SUPPORT OF SCHOLARSHIPS AND OTHER PROGRAMS IN TRAMUNG CHRUM. | Description3Txt |
| Expenses3 | $8,100 | Expenses3Amt |
| Description4 | SUPPORT OF HARPSWELL A SEAN PROGRAM. | Description4Txt |
| Expenses4 | $5,760 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,521,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,623,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,623,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,554,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $384,215 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $384,215 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $315 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $383,900 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2010-09-15 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $66,618 | CurrentYearAmt |
| Year1 | $58,740 | Year1Amt |
| Year2 | $185,652 | Year2Amt |
| Year3 | $128,174 | Year3Amt |
| Total | $439,184 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $56,625 | CurrentYearAmt |
| Year1 | $49,929 | Year1Amt |
| Year2 | $157,804 | Year2Amt |
| Year3 | $108,948 | Year3Amt |
| Total | $373,306 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $384,215 | CurrentYearAmt |
| Year1 | $314,620 | Year1Amt |
| Year2 | $11,000 | Year2Amt |
| Year3 | $278,964 | Year3Amt |
| Total | $988,799 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $384,215 | CurrentYearAmt |
| Year1 | $314,620 | Year1Amt |
| Year2 | $11,000 | Year2Amt |
| Year3 | $278,964 | Year3Amt |
| Total | $988,799 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $151,815 | CurrentYearAmt |
| Year1 | $129,552 | Year1Amt |
| Year2 | $127,820 | Year2Amt |
| Year3 | $118,063 | Year3Amt |
| Total | $527,250 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GUILD OF BOSTON ARTISTS | ||||||
| 162 NEWBURY STREET | BOSTON | MA | 02116 | POF | SUPPORT OF BOSTON ARTISTS | $22,000 |
| PRIMARY SOURCE | ||||||
| 101 WALNUT STREET | WATERTOWN | MA | 02472 | PC | FUNDING FOR EDUCATIONAL PURPOSES | $3,000 |
| CENTRAL SQUARE THEATER | ||||||
| 450 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | SUPPORT OF COMMUNITY THEATER | $5,196 |
| EMERSON UMBRELLA | ||||||
| 40 STOW STREET | CONCORD | MA | 01742 | PC | FUNDING FOR ART EDUCATION PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,196 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$27,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,958 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF MEMPHIS | ||||||
| 1 | 1900 UNION AVE | MEMPHIS | TN | 38104 | $25,000 | Yes (X) |
| JOHN LIGHTMAN | ||||||
| 2 | 1209 FALL SPRINGS | COLLIERVILLE | TN | 38017 | $5,000 | Yes (X) |
| MICHAEL LIGHTMAN | ||||||
| 3 | 11685 MONTEREY ROAD | EADS | TN | 38028 | $16,667 | Yes (X) |
| STEPHEN PORGES | ||||||
| 4 | 524 S HIGHLAND AVENUE | BLOOMINGTON | IN | 47401 | $5,000 | Yes (X) |
| RENAISSANCE FOUNDATION | ||||||
| 5 | 12737 SW IRON MOUNTAIN | PORTLAND | OR | 97219 | $15,000 | Yes (X) |
| DAVID ROE | ||||||
| 6 | 1061 WAKER AVE | OAKLAND | CA | 94610 | $11,000 | Yes (X) |
| JORDAN SACHS | ||||||
| 7 | 15 ENCANTO AVENUE | SAN FRANCISCO | CA | 94115 | $5,000 | Yes (X) |
| JONATHON SAUNDERS | ||||||
| 8 | 151 TREMONT ST 20P | BOSTON | MA | 02111 | $10,000 | Yes (X) |
| DANIEL PRITZKER | ||||||
| 9 | 200 WOODLAND ROAD | KENTFIELD | CA | 94904 | $300,000 | Yes (X) |
| PYRAMID PEAK FOUNDATION | ||||||
| 10 | 6410 POPLAR AVE | MEMPHIS | TN | 38119 | $250,000 | Yes (X) |
| ALAN JEAN LIGHTMAN | ||||||
| 11 | 47 DEVENS ST | CONCORD | MA | 01742 | $52,545 | Yes (X) |
| ROBERT CARA BARNES | ||||||
| 12 | 1015 CEMETERY LANE | ASPEN | CO | 81611 | $25,000 | Yes (X) |
| MALCO THEATERS | ||||||
| 13 | 5851 RIDGEWAY CENTER PARKWAY | MEMPHIS | TN | 38187 | $11,000 | Yes (X) |
| CATHERINE NEINER | ||||||
| 14 | 845 OLD CAMPUS TRAIL | ATLANTA | GA | 30328 | $7,000 | Yes (X) |
| MADELINE JACOBS | ||||||
| 15 | 11629 BRANDY HALL LANE | GAITHERSBURG | MD | 20878 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING | $6,755 | $676 | $675 | $5,404 |
| QUICKBOOKS | $340 | $34 | $34 | $272 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| DORMITORY STREET 508 | 2006-09-26 | $113,000 | $26,920 | SL | 0.0256 | $2,897 | |
| DORMITORY ON STREET 13 | 2009-06-30 | $288,752 | $48,441 | SL | 0.0256 | $7,404 | |
| 4 ROOM PRIMARY SCHOOL BLD | 2005-01-05 | $33,000 | $9,273 | SL | 0.0256 | $846 | |
| 2 BLACK & WHITE PRINTERS | 2011-06-01 | $560 | $448 | SL | 0.1000 | $56 | |
| REFRIGERATOR | 2011-06-01 | $325 | $260 | SL | 0.1000 | $33 | |
| DESKTOP COMPUTER | 2011-06-01 | $800 | $640 | SL | 0.1000 | $80 | |
| LAPTOP COMPUTER | 2011-06-01 | $750 | $600 | SL | 0.1000 | $75 | |
| OPTIPLEX 790 COMPUTERS | 2012-06-01 | $1,200 | $840 | SL | 0.2000 | $240 | |
| DELL LCD MONITOR | 2012-06-01 | $100 | $70 | SL | 0.2000 | $20 | |
| HP LASER PRINTER | 2012-06-01 | $265 | $186 | SL | 0.2000 | $53 | |
| WIRELESS MICROPHONE | 2012-06-01 | $180 | $126 | SL | 0.2000 | $36 | |
| VIDEO CAMERA | 2012-06-01 | $250 | $175 | SL | 0.2000 | $50 | |
| DELL OPTIPLEX COMPUTRS BT | 2013-06-01 | $1,100 | $550 | SL | 0.2000 | $220 | |
| NEW LCD TV FOR TT DORM | 2013-06-01 | $550 | $275 | SL | 0.2000 | $110 | |
| 2 SAMSUNG FRIDGE FOR BT | 2013-06-01 | $1,000 | $500 | SL | 0.2000 | $200 | |
| 2 SAMSUNG FRIDGE FOR TT | 2013-06-01 | $1,248 | $625 | SL | 0.2000 | $250 | |
| IPAD FOR TT DORM | 2013-06-01 | $868 | $435 | SL | 0.2000 | $174 | |
| SONY LCD PROJECTOR FOR TT | 2013-06-01 | $580 | $290 | SL | 0.2000 | $116 | |
| DELL OPTIPLEX 7010 FOR BT | 2013-06-01 | $555 | $278 | SL | 0.2000 | $111 | |
| SONY TELEVISION FOR BT | 2013-06-01 | $540 | $270 | SL | 0.2000 | $108 | |
| AC FOR BT | 2013-06-01 | $400 | $200 | SL | 0.2000 | $80 | |
| BATTERY BACKUP SYSTEM | 2014-06-30 | $12,800 | $3,840 | SL | 0.2000 | $2,560 | |
| TELEVISION FOR BT DORM | 2014-06-30 | $520 | $156 | SL | 0.2000 | $104 | |
| MICROPHONES IN TT DORM | 2015-06-01 | $438 | $88 | 200DB | 0.3200 | $140 | |
| WIRE FENCE IN BT DORM | 2015-06-01 | $195 | $28 | 200DB | 0.2449 | $48 | |
| WINDOW BARS IN TT DORM | 2015-06-01 | $564 | $81 | 200DB | 0.2449 | $138 | |
| CEILING FANS | 2014-06-30 | $210 | $45 | SL | 0.1429 | $30 | |
| TOILETS | 2014-06-30 | $486 | $104 | SL | 0.1429 | $69 | |
| BOOKSHELVES | 2014-06-30 | $333 | $72 | SL | 0.1429 | $48 | |
| 2 SOFAS IN TT DORM | 2015-06-01 | $580 | $83 | 200DB | 0.2449 | $142 | |
| BOOKSHELF IN TT DORM | 2015-06-01 | $158 | $23 | 200DB | 0.2449 | $39 | |
| WEBSITE DESIGN | 2016-12-07 | $7,500 | SL | $208 | 3.0000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Merrill Lynch 2324 (Janney 0118) | ||
| Janney 6955 | ||
| Janney 6443 | ||
| Merrill Lynch 2323 | $4,825,316 | $4,825,316 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $20,137 | $19,025 | $1,112 | $1,112 |
| Machinery and Equipment | $29,023 | $19,198 | $9,825 | $9,825 |
| Buildings | $434,752 | $95,781 | $338,971 | $338,971 |
| Improvements | $7,500 | $208 | $7,292 | $7,292 |
| Land | $185,788 | $185,788 | $185,788 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $531 | $53 | $53 | $425 |
| CAMBODIAN DORMITORIES | $200,811 | $200,811 | ||
| CONSULTANTS | $6,000 | $6,000 | ||
| INSURANCE | $877 | $88 | $88 | $701 |
| INTERNET EXPENSES | $204 | $20 | $20 | $164 |
| INVESTMENT EXPENSES | $31,190 | $31,190 | ||
| MEETINGS | $460 | $460 | ||
| OFFICE EXPENSES | $18 | $2 | $2 | $14 |
| OFFICE SUPPLIES | $368 | $37 | $37 | $294 |
| POSTAGE & DELIVERY | $189 | $19 | $19 | $151 |
| SUPPORT OF HARPSWELL ASEAN PROGRAM | $5,760 | $5,760 | ||
| SUPPORT OF HARPSWELL US FELLOWS | $25,371 | $25,371 | ||
| TELEPHONE | $44 | $4 | $4 | $36 |
| TRAMUNG CHAM PROGRAMS | $8,100 | $8,100 | ||
| US SCHOLARSHIPS | $7,000 | $7,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $1,158 | BOYBookValueAmt |
| EOY Book Value | $7,718 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DANIEL PRITZKER | |||
| 200 WOODLAND ROAD | KENTFIELD | CA | 94904 |
| PYRAMID PEAK FOUNDATION | |||
| INTNL PL BLDG 2 6410 POPLAR AVE | MEMPHIS | TN | 38119 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMMONWEALTH OF MA 2015 | $250 | $250 | ||
| EMPLOYER FICA & MEDICARE TAXES | $5,801 | $290 | $290 | $5,221 |
| FEDERAL 2015 TAX | $3,480 | $3,480 | ||
| FOREIGN TAXES ON INVESTMENTS | $4,173 | $4,173 | ||
| SUTA | $798 | $40 | $40 | $718 |
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