SPECTEMUR AGENDO INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SPECTEMUR AGENDO INC (EIN 01-0751046)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-07
- IRS object ID
- 201722199349100302
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-07T08:35:23-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521656746 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N WASHINGTON ST 330 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | 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 | 010751046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECTEMUR AGENDO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEC | BusinessNameControlTxt |
| Phone | 2025463732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 MARYLAND AVE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONRAD MARTIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2025463732 | PhoneNum |
| Signature | 2017-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC A FRIEDMAN CPA | PreparerPersonNm |
| PTIN | P00064585 | PTIN |
| Phone | 3012798900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.246.68.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-27 | IPDt |
| IP Tm | 08:43:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1D332FCB868E8E67DE1AE079889E1D52EDD238C5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7779A218ECE8AAD733D0690CC90CEA9CC0EEE701 | AtSubmissionFilingDeviceId |
| 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 | $7,443,777 | 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 | $125 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$352,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,642,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,852 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42,852 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$216,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,358 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $127,454 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,745 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,709 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $128,022 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $128,022 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $65,282 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,022 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $64,260 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,200 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $260 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $260 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,642 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,754 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,056 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,200 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,366 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,366 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,437 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,653 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $514,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $422,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $890,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $890,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,404,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,312,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,621,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,952 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $737 | CashBOYAmt |
| Cash EOY | $403 | CashEOYAmt |
| Cash EOYFMV | $403 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $96,007 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,216 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,216 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $155 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,256 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,256 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $8,598,339 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,780,784 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,135,430 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,850 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,378 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $824 | LandBOYAmt |
| Land EOY | $9,472 | LandEOYAmt |
| Land EOYFMV | $9,472 | LandEOYFMVAmt |
| Total Assets BOY | $8,696,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,089,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,443,777 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $71 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $71 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,695,991 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,089,131 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,695,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,089,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,696,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,089,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,695,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,621,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,072 | OtherIncreasesAmt |
| Subtotal | $7,090,030 | SubtotalAmt |
| Other Decreases | $899 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,089,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LEAF INVESTMENTS 13-4136988 | P | $23,948 | $23,948 | $23,948 | |||
| LEAF INVESTMENTS 13-4136988 | P | $26,660 | $26,660 | $26,660 | |||
| DANCO 98-0161648 | P | $1,641 | $1,641 | $1,641 | |||
| GUGGENHEIM S&P GLOBAL WA | P | $3,690 | $366 | $366 | 2016-01-05 | 2016-07-22 | $3,324 |
| GUGGENHEIM INSIDER | P | $3,623 | $288 | $288 | 2016-01-05 | 2016-07-22 | $3,335 |
| POWERSHARS BUYBCK ACHVRS | P | $1,485 | $82 | $82 | 2016-01-05 | 2016-07-22 | $1,403 |
| VANGUARD MEGA CAP ETF | P | $3,340 | $261 | $261 | 2015-12-24 | 2016-07-22 | $3,079 |
| ALPS ALERIAN MLP ETF | P | $2,361 | $50 | $50 | 2015-11-19 | 2016-07-22 | $2,311 |
| KAYNE ANDERSON MLP | P | $4,435 | $461 | $461 | 2016-01-20 | 2016-07-29 | $3,974 |
| THE OAKMARK INTL FUND | P | $10,227 | -$635 | -$635 | 1918-12-18 | 2016-07-22 | $10,862 |
| HENDERSON GLOBAL EQUITY INCOME FD | P | $6,683 | -$184 | -$184 | 2015-12-30 | 2016-07-22 | $6,867 |
| JP MORGAN US SMALL COMPANY FUND | P | $24,531 | $1,788 | $1,788 | 2015-12-22 | 2016-07-29 | $22,743 |
| MFS VALUE FD | P | $33,391 | $2,672 | $2,672 | 2015-12-10 | 2016-07-22 | $30,719 |
| T ROWE PRICE DIVIDEND GROWTH FUND | P | $37,628 | $3,701 | $3,701 | 2015-12-14 | 2016-07-22 | $33,927 |
| GOLDMAN SACHS SMALL/MID CAP GROWTH FUND | P | $19,164 | $556 | $556 | 2015-12-11 | 2016-07-22 | $18,608 |
| IVY SCIENCE AND TECHNOLOGY FUND | P | $9,077 | -$417 | -$417 | 2015-12-10 | 2016-07-22 | $9,494 |
| FIDELITY ADVISOR EMEA FUND | P | $3,526 | -$251 | -$251 | 2015-12-07 | 2016-02-17 | $3,777 |
| AMERICAN GROWTH FUND OF AMERICA | P | $97,069 | $4,184 | $4,184 | 2015-12-23 | 2016-07-22 | $92,885 |
| DAVIS NEW YORK VENTURE FD | P | $46,930 | -$2,050 | -$2,050 | 2015-12-11 | 2016-07-22 | $48,980 |
| BLACKROCK EQTY DIVIDEND FUND | P | $42,184 | $3,139 | $3,139 | 2015-12-14 | 2016-07-22 | $39,045 |
| GUGGENHEIM S&P GLOBAL WA | P | $217,997 | $3,150 | $3,150 | 2015-01-05 | 2016-07-22 | $214,847 |
| GUGGENHEIM INSIDER | P | $230,709 | $3,691 | $3,691 | 2015-01-05 | 2016-07-22 | $227,018 |
| POWERSHARS BUYBCK ACHVRS | P | $216,843 | $22,131 | $22,131 | 2015-07-01 | 2016-07-22 | $194,712 |
| VANGUARD MEGA CAP ETF | P | $280,436 | $32,007 | $32,007 | 2015-06-29 | 2016-07-22 | $248,429 |
| ALPS ALERIAN MLP ETF | P | $99,677 | -$45,039 | -$45,039 | 2015-05-21 | 2016-07-22 | $144,716 |
| KAYNE ANDERSON MLP | P | $61,498 | -$55,119 | -$55,119 | 2015-07-16 | 2016-07-29 | $116,617 |
| SECTOR SPDR ENERGY | P | $73,346 | -$14,797 | -$14,797 | 2015-02-17 | 2016-07-22 | $88,143 |
| THE OAKMARK INTL FUND | P | $201,244 | -$61,603 | -$61,603 | 2014-12-19 | 2016-07-22 | $262,847 |
| HENDERSON GLOBAL EQUITY INCOME FD | P | $230,688 | -$35,168 | -$35,168 | 2014-07-30 | 2016-07-22 | $265,856 |
| JP MORGAN US SMALL COMPANY FUND | P | $494,315 | -$4,530 | -$4,530 | 2014-10-23 | 2016-07-29 | $498,845 |
| MFS VALUE FD | P | $691,954 | $27,701 | $27,701 | 2015-06-25 | 2016-07-22 | $664,253 |
| T ROWE PRICE DIVIDEND GROWTH FUND | P | $562,354 | $40,851 | $40,851 | 2015-06-29 | 2016-07-22 | $521,503 |
| GOLDMAN SACHS SMALL/MID CAP GROWTH FUND | P | $517,597 | -$20,710 | -$20,710 | 2014-09-23 | 2016-07-22 | $538,307 |
| IVY SCIENCE AND TECHNOLOGY FUND | P | $393,935 | -$32,525 | -$32,525 | 2014-12-11 | 2016-07-22 | $426,460 |
| FIDELITY ADVISOR EMEA FUND | P | $176,935 | -$76,277 | -$76,277 | 2014-12-08 | 2016-02-17 | $253,212 |
| AMERICAN GROWTH FUND OF AMERICA | P | $1,051,679 | -$46,573 | -$46,573 | 2014-12-18 | 2016-07-22 | $1,098,252 |
| DAVIS NEW YORK VENTURE FD | P | $467,322 | -$164,328 | -$164,328 | 2015-07-02 | 2016-07-22 | $631,650 |
| BLACKROCK EQTY DIVIDEND FUND | P | $238,087 | -$25,940 | -$25,940 | 2014-12-15 | 2016-07-22 | $264,027 |
| MERRILL LYNCH CAP GAIN DIST | P | $34,124 | $34,124 | $34,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$352,694 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,379,939 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,548,901 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.161417 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,066,746 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,714,966 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.267888 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,266,255 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,662,050 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.190070 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,701,892 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,431,096 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.229023 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,363,898 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,955,034 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.152305 | DistributionYr5Rt |
| Total Distribution | 1.000703 | TotalDistributionRt |
| Average Distribution | 0.200141 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,462,893 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,493,631 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $450 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,494,081 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,312,360 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,155 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,155 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,256 | OverpaymentAmt |
| Applied To ES Tax | $9,256 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SRMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CONRAD MARTIN | IndividualWithBooksNm |
| Phone | 2025463732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 MARYLAND AVE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| CONRAD MARTIN | ||||||||
| 122 MARYLAND AVE NE | WASHINGTON | DC | 20002 | TRUSTEE | 40.00 | $127,454 | $29,337 | $0 |
| JULIE BURTON | ||||||||
| 122 MARYLAND AVE NE | WASHINGTON | DC | 20002 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANNE ZILL | ||||||||
| 122 MARYLAND AVE NE | WASHINGTON | DC | 20002 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOLENE SMITH | ||||||||
| 122 MARYLAND AVE NE | WASHINGTON | DC | 20002 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| THOMAS LAYTON | ||||||||
| 122 MARYLAND AVE NE | WASHINGTON | DC | 20002 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT MAKING FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES | Description1Txt |
| Expenses1 | $890,196 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,450,753 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $896,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $229,338 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,576,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,576,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,462,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $373,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $373,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $899 | TotalTaxAmt |
| Distributable Before Adj | $372,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $372,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $372,246 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,312,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,312,360 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,312,360 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $372,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $922,780 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,332,735 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $946,198 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,690,408 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $961,779 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,853,900 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,312,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $372,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $940,114 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,794,014 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $922,780 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,871,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,332,735 | ExcessFromYear4Amt |
| Excess From Year3 | $946,198 | ExcessFromYear3Amt |
| Excess From Year2 | $1,690,408 | ExcessFromYear2Amt |
| Excess From Year1 | $961,779 | ExcessFromYear1Amt |
| Excess From Current Year | $940,114 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CONRAD MARTIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 MARYLAND AVE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2025463732 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM, | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 ACTION ED FUND | ||||||||||||
| PO BOX 63 | AMHERST | MA | 01004 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| AMERICAN FORUM | ||||||||||||
| 1071 NATIONAL PRESS BUILDING | WASHINGTON | DC | 20045 | NONE | PC | SUPPORT USE OF MEDIA COMMENTARY TO ADVANCE SOCIAL ISSUES | $20,000 | |||||
| ARENA STAGE | ||||||||||||
| 1101 SIXTH STREET SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $2,500 | |||||
| ARMS CONTROL ASSOCIATION | ||||||||||||
| 1313 L ST NW SUITE 130 | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT ADVOCACY PROGRAM THAT PROVIDES INFORMATION AND ANALYSIS OF IRAQ WMD/INTELLIGENCE CONTROVERSY | $5,000 | |||||
| BARNARD COLLEGE | ||||||||||||
| 3009 BROADWAY | NEW YORK CITY | NY | 10027 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| BILL OF RIGHTS DEFENSE COMMITTEE | ||||||||||||
| 8 BRIDGE ST SUITE A | NORTHAMPTON | MA | 01060 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| BULLETIN OF THE ATOMIC SCIENTISTS | ||||||||||||
| 1155 EAST 60TH STREET | CHICAGO | IL | 60637 | NONE | PC | SUPPORT WORK COVERNING NUCLEAR ISSUES | $5,000 | |||||
| CALIFORNIA ASSOCIATION OF NON PROFITS | ||||||||||||
| 400 MONTGOMERY ST SUITE 500 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| CALIFORNIA LAWYERS OF THE ARTS | ||||||||||||
| FT MASON CENTER BLDG C ROOM 255 | SAN FRANCISCO | CA | 94123 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| CATHOLICS FOR CHOICE | ||||||||||||
| 1436 U STREET NW SUITE 301 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| CENTER FOR ARMS CONTROL & NON-PROLIFERATION | ||||||||||||
| 322 4TH ST NE SUITE 201 | WASHINGTON | DC | 20002 | NONE | PC | SUPPORT WORK PROVIDING PUBLIC WITH INFORMATION ABOUT MILITARY ISSUES AFFECTING SECURITY | $20,000 | |||||
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| CENTER FOR DEMOCRACY IN THE AMERICAS | ||||||||||||
| PO BOX 53106 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| CENTER FOR INTERNATIONAL POLICY | ||||||||||||
| 1717 MASSACHUSETTS AVE NW STE 801 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT ENGAGEMENT IN PEACE AND SECURITY | $50,000 | |||||
| CENTER FOR INVESTIGATIVE REPORTING | ||||||||||||
| 2927 NEWBURY STREET | BERKELEY | CA | 94703 | NONE | PC | GENERAL SUPPORT | $11,000 | |||||
| CENTER FOR MAINE CONTEMPORARY ART | ||||||||||||
| PO BOX 1767 | ROCKLAND | ME | 04841 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| CENTER FOR POLITICAL ACCOUNTABILITY | ||||||||||||
| 1233 20TH STREET NW STE 205 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| CENTER FOR PUBLIC INTEGRITY | ||||||||||||
| 910 17TH ST NW SUITE 700 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| CENTER FOR SEX AND CULTURE | ||||||||||||
| 2261 MARKET ST 455-A | SAN FRANCISCO | CA | 94114 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| CITIZENS FOR GLOBAL SOLUTIONS | ||||||||||||
| 420 7TH ST SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| CITY ARTS AND LECTURES | ||||||||||||
| 1955 SUTTER ST | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| COASTAL STUDIES FOR GIRLS | ||||||||||||
| 300 WOLFES NECK ROAD | FREEPORT | ME | 04032 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| COMMUNITY INITIATIVES | ||||||||||||
| 1016 LINCOLN BLVD SUITE 122 | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| COMMUNITY TELEVISION NETWORK | ||||||||||||
| 516 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| EARTHACTION | ||||||||||||
| PO BOX 63 | AMHERST | MA | 01004 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| FARNSWORTH MUSEUM | ||||||||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | NONE | PC | GENERAL SUPPORT | $150 | |||||
| FCNL EDUCATION FUND | ||||||||||||
| 245 SECOND STREET NE | WASHINGTON | DC | 20002 | NONE | PC | SUPPORT WORK SEEKING A WORLD FREE OF WAR | $5,000 | |||||
| FEDERATION OF AMERICAN SCIENTISTS FUND | ||||||||||||
| 1725 DESALES ST NW 6TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT THE PROJECT ON EXPOSING GOVERNMENT SECRECY | $20,000 | |||||
| FEMINIST PRESS | ||||||||||||
| 365 FIFTH AVE STE 5406 | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $300 | |||||
| FRANCES PERKINS CENTER | ||||||||||||
| PO BOX 281 | NEWCASTLE | ME | 04553 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| FREEDOM FOR ALL | ||||||||||||
| PO BOX 536 | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| FUND FOR CONSTITUTIONAL GOV'T | ||||||||||||
| 122 MD AVE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT OF CONSTITUTIONAL PRINCIPLES OF GOVERNANCE | $105,000 | |||||
| GLOBAL FUND FOR WOMEN | ||||||||||||
| 222 SUTTER STREET STE 500 | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| GLOBAL PRESS INSTITUTE | ||||||||||||
| 350 RHODE ISLAND STREET SUITE 240 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| GREATER PORTLAND LANDMARKS | ||||||||||||
| 93 HIGH STREET | PORTLAND | ME | 04101 | NONE | PC | GENERAL SUPPORT | $350 | |||||
| GREENPEACE FUND | ||||||||||||
| 702 H ST NW 300 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| GRUPO DE INFORMACION EN REPRODUCCION ELEGIDA | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $15,000 | APARTADO POSTAL 21-147 ADMION 21 | COYOCACAN | COYOACAN | MX | |||||
| IMMIGRATION LEGAL ADVOCACY PROJECT | ||||||||||||
| 309 CUMBERLAND AVE SUITE 201 PO BOX | PORTLAND | ME | 04112 | NONE | PC | GENERAL SUPPORT | $250 | 17917 | ||||
| INSTITUTE FOR AMERICA'S FUTURE | ||||||||||||
| 1825 K ST NW SUITE 400 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $31,500 | |||||
| INSTITUTE FOR POLICY STUDIES | ||||||||||||
| 1112 16TH ST NW STE 600 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| INSTITUTE FOR PUBLIC ACCURACY | ||||||||||||
| 65 9TH STREET 3 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| INTERNATIONAL FOUNDATION FOR ART RESEARCH (IFAR) | ||||||||||||
| 500 FIFTH AVENUE SUITE 935 | NEW YORK | NY | 10110 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| LATIN AMERICAN WORKING GROUP EDUCATION FUND | ||||||||||||
| 424 C STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $12,500 | |||||
| MAGIC THEATRE | ||||||||||||
| 2 MARINA BLVD BLDG D | SAN FRANCISCO | CA | 94123 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| MAINE HISTORICAL SOCIETY | ||||||||||||
| 489 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| MAINE HUMANITIES COUNCIL | ||||||||||||
| 674 BRIGHTON AVE | PORTLAND | ME | 04102 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| MAINE JEWISH FILM FESTIVAL | ||||||||||||
| PO BOX 7465 | PORTLAND | ME | 04112 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| MAINE MUSEUM OF PHOTOGRAPHIC ARTS | ||||||||||||
| 240 CONCORD STREET WEST | PORTLAND | ME | 04103 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| MAINE NEW LEADERSHIP | ||||||||||||
| 5784 YORK COMPLEX BLDG 4 | ORONO | ME | 04469 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| MAINE PHILANTHROPY CENTER | ||||||||||||
| 314 FOREST AVE PO BOX 9301 | PORTLAND | ME | 04104 | NONE | PC | GENERAL SUPPORT | $350 | |||||
| MAINE WOMEN'S FUND | ||||||||||||
| 565 CONGRESS STREET SUITE 306 | PORTLAND | ME | 04101 | NONE | PC | GENERAL SUPPORT | $1,500 | |||||
| MAINE WOMEN'S POLICY CENTER | ||||||||||||
| 124 SEWALL ST | AUGUSTA | ME | 04330 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| MARIE STOPES INTERNATIONAL | ||||||||||||
| 1300 19TH STREET NW 2ND FLOOR | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $300 | |||||
| MUSEUM OF MODERN ART (MOMA) | ||||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $350 | |||||
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||||||
| 1156 15TH ST SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $11,500 | |||||
| NATIONAL ABORTION FEDERATION | ||||||||||||
| 1660 L STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| NATIONAL PRIORITIES PROJECT | ||||||||||||
| 243 KING STREET STE 109 | NORTHAMPTON | MA | 01060 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| NATIONAL RELIGIOUS CAMPAIGN AGAINST TORTURE | ||||||||||||
| 110 MARYLAND AVE NE STE 502 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| NATIONAL SECURITY ARCHIVE FUND | ||||||||||||
| 2130 H ST NW SUITE 701 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| NATIONAL WOMEN'S HISTORY MUSEUM | ||||||||||||
| 205 S WHITING STREET STE 254 | ALEXANDRIA | VA | 22304 | NONE | PC | GENERAL SUPPORT FOR ADVOCACY OF WOMEN'S RIGHTS ISSUES | $500 | |||||
| NATIONAL WOMEN'S LAW CENTER | ||||||||||||
| 11 DUPONT CIRCLE NW STE 800 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| PEACE DEVELOPMENT FUND | ||||||||||||
| PO BOX 40250 | SAN FRANCISCO | CA | 94140 | NONE | PC | SUPPORT FOR WOMEN CROSS DMZ PROJECT | $6,000 | |||||
| PLANNED PARENTHOOD GLOBAL | ||||||||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $75,000 | |||||
| POPULATION ACTION INTERNATIONAL | ||||||||||||
| 1300 19TH STREET NW 2ND FLOOR | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| PORTLAND MUSEUM OF ART | ||||||||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | NONE | PC | GENERAL SUPPORT | $450 | |||||
| PORTLAND PUBLIC LIBRARY | ||||||||||||
| 5 MONUMENT SQ | PORTLAND | ME | 04101 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| PORTLAND STAGE COMPANY | ||||||||||||
| PO BOX 1458 | PORTLAND | ME | 04104 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| PROGRESSIVE CONGRESS | ||||||||||||
| 600 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $3,235 | |||||
| PROJECT KID SMART | ||||||||||||
| 560 N STREET SW SUITE N-502 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $3,000 | |||||
| SPACE GALLERY | ||||||||||||
| 538 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| STUDENT PEACE AWARDS | ||||||||||||
| 6805 GLENCOVE DR | CLIFTON | VA | 20124 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| TAXPAYERS FOR COMMON SENSE | ||||||||||||
| 651 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| THE CENTER FOR INDEPENDENT DOCUMENTARY | ||||||||||||
| 680 S MAIN STREET | SHARON | MA | 02067 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| THE NATION INSTITUTE | ||||||||||||
| 116 EAST 16TH ST 8TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $50,000 | |||||
| TIDES CENTER | ||||||||||||
| PO BOX 33487 | WASHINGTON | DC | 20033 | NONE | PC | SUPPORT FOR VOICES FOR PROGRESS EDUCATION FUND | $10,000 | |||||
| TRANSACTION RECORDS ACCESS CENTER | ||||||||||||
| 666 11TH STREET NW SUITE 900 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| UDC DAVID A CLARKE SCHOOL OF LAW | ||||||||||||
| 4340 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL SUPPORT | $2,500 | |||||
| UNITED CEREBRAL PALSY OF NEW YORK CITY | ||||||||||||
| 80 MAIDEN LANE - 8TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| UNIVERSITY OF MAINE SCHOOL OF LAW | ||||||||||||
| 248 DEERING AVENUE | PORTLAND | ME | 04102 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| URGE | ||||||||||||
| 1317 F STREET NW SUITE 501 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| VOCES DE LA FRONTERA | ||||||||||||
| 1027 SOUTH 5TH STREET | MILWAUKEE | WI | 53204 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| VOICES 4 FREEDOM | ||||||||||||
| 5007 REESE ROAD | TORRANCE | CA | 90505 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| WASHINGTON OFFICE ON LATIN AMERICA | ||||||||||||
| 1666 CONNECTICUT AVENUE NW STE 400 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $12,500 | |||||
| WASHINGTON DC FILM FESTIVAL | ||||||||||||
| PO BOX 21396 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| WE PLAYERS | ||||||||||||
| 1462 14TH AVENUE | SAN FRANCISCO | CA | 94122 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| WOMEN'S ACTION FOR NEW DIRECTION ED FUND | ||||||||||||
| 691 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| WOMEN'S MEDIA CENTER | ||||||||||||
| 1825 K ST NW STE 400 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $30,000 | |||||
| WORLD AFFAIRS COUNCIL OF MAINE | ||||||||||||
| 102 BEDFORD STREET | PORTLAND | ME | 04104 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN (AAUW) | ||||||||||||
| 1111 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| AMERICAN COUNCIL OF YOUNG POLITICAL LEADERS | ||||||||||||
| 2131 K STREET NW SUITE 400 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $300 | |||||
| BELLA ABZUG LEADERSHIP INSTITUTE | ||||||||||||
| 695 PARK AVENUE | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| BEYOND CONFLICT | ||||||||||||
| 30 WINTER ST 7TH FLOOR | BOSTON | MA | 02108 | NONE | PC | SUPPORT COLOMBIA PEACE TALKS | $7,500 | |||||
| CAMPAIGN FOR AMERICA'S FUTURE | ||||||||||||
| 1825 K ST NW STE 400 | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT THEIR ANNUAL GALA | $1,000 | |||||
| CENTER FOR CUBAN STUDIES | ||||||||||||
| 231 WEST 29TH ST 401 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| CENTER FOR ETHICS IN ACTION | ||||||||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| CENTER FOR JUSTICE AND ACCOUNTABILITY | ||||||||||||
| ONE HALLIDIE PLAZA SUITE 406 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| DC ABORTION FUND | ||||||||||||
| PO BOX 65061 | WASHINGTON | DC | 20035 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| EAGLETON INSTITUTE OF POLITICS | ||||||||||||
| 191 RYDERS LANE | NEW BRUNSWICK | NJ | 089018557 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| ENGINE | ||||||||||||
| 128 MAIN STREET | BIDDEFORD | ME | 04005 | NONE | PC | SUPPORT THE AMY STACY CURTIS PROJECT | $250 | |||||
| EQUAL RIGHTS ADVOCATES | ||||||||||||
| 1170 MARKET STREET SUITE 700 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| EQUALITY UTAH | ||||||||||||
| 175 WEST 200 SOUTH SUITE 1004 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| FRIENDS OF EVERGREEN | ||||||||||||
| PO BOX 3805 | PORTLAND | ME | 04104 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| HEALTHY BIRTH DAY INC | ||||||||||||
| PO BOX 71093 | CLIVE | IA | 50325 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| INTERNATIONAL HUMAN RIGHTS FUNDERS GROUP | ||||||||||||
| 498 SEVENTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $2,500 | |||||
| INTERNATIONAL WOMEN'S DEMOCRACY CENTER | ||||||||||||
| 1101 17TH ST NW SUITE 301 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT THE GLASS CEILING PROJECT | $500 | |||||
| INTERNATIONAL WOMEN'S FORUM | ||||||||||||
| 2120 L ST NW SUITE 460 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $200 | |||||
| KIMET-KUUMBA IN MOTION | ||||||||||||
| 850 S WINDSOR BLVD | LOS ANGELES | CA | 90005 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| MAINE CENTER FOR PUBLIC INT REPORTING | ||||||||||||
| PO BOX 284 | HALLOWELL | ME | 04347 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| MAINE FARMLAND TRUST | ||||||||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| MONHEGAN MUSEUM | ||||||||||||
| 1410 EAST AVE | ROCHESTER | NY | 14610 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| N STREET VILLAGE | ||||||||||||
| 1333 N STREET NW | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT GALA | $1,200 | |||||
| NA LEI HULU | ||||||||||||
| 153 BRADFORD STREET | SAN FRANCISCO | CA | 941105703 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| NAPAWF | ||||||||||||
| 1735 CATON AVE 7C | BROOKLYN | NY | 11226 | NONE | PC | SUPPORT THE 20TH ANNIVERSARY GALA | $1,000 | |||||
| NATIONAL COMMITTEE FOR RESPONSIVE PHIL | ||||||||||||
| 1900 L ST NW SUITE 825 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $2,500 | |||||
| PARTNERS FOR WORLD HEALTH | ||||||||||||
| 2112 BROADWAY WEST | SOUTH PORTLAND | ME | 04106 | NONE | PC | GENERAL SUPPORT | $250 | |||||
| SNITOW-KAUFMAN PRODUCTIONS | ||||||||||||
| 2600 10TH ST 603 | BERKELEY | CA | 94710 | NONE | PC | SUPPORT "COMPANY TOWN" PRODUCTION COSTS | $1,000 | |||||
| TEXAS OBSERVER | ||||||||||||
| 307 W 7TH | AUSTIN | TX | 78701 | NONE | PC | GENERAL SUPPORT | $1,500 | |||||
| THE FILMMAKER FUND | ||||||||||||
| 424 AVILA ST | SAN FRANCISCO | CA | 94123 | NONE | PC | SUPPORT "NOBODY SPEAK" | $15,000 | |||||
| THE GLOBAL JUSTICE CENTER | ||||||||||||
| 11 HANOVER SQ 6TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| THE TELLING ROOM | ||||||||||||
| 225 COMMERCIAL ST SUITE 201 | PORTLAND | ME | 04101 | NONE | PC | GENERAL SUPPORT | $300 | |||||
| TRISKELES FOUNDATION | ||||||||||||
| 707 EAGLEVIEW BLVD SUITE 105 | EXTON | PA | 193411159 | NONE | PC | SUPPORT THE SOCIAL ENTREPRENEUR BOOK PROJECT | $1,000 | |||||
| UMCP FOUNDATION | ||||||||||||
| 4603 CALVERT ROAD | COLLEGE PARK | MD | 20740 | NONE | PC | SUPPORT MERRILL COLLEGE OF JOURNALISM FOIA PROJECT | $2,000 | |||||
| UNA - MAINE | ||||||||||||
| PO BOX 262 | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL SUPPORT | $100 | |||||
| UNE ART GALLERY | ||||||||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| UNIVERSITY OF NEW ENGLAND | ||||||||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| UTAH FILM CENTER | ||||||||||||
| 122 S MAIN ST | SALT LAKE CITY | UT | 84101 | NONE | PC | SUPPORT DOGTOWN REDEMPTION | $1,000 | |||||
| WOMEN'S ACTION FOR NEW DIRECTIONS | ||||||||||||
| 322 4TH ST NE | WASHINGTON | DC | 20002 | NONE | PC | SUPPORT SUSAN SHAER MOTHER'S DAY EVENT | $1,000 | |||||
| WAYNFLETE SCHOOL | ||||||||||||
| 360 SPRING STREET | PORTLAND | ME | 04102 | NONE | PC | GENERAL SUPPORT | $350 | |||||
| WOMEN'S MARCH | ||||||||||||
| N/A | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| BERMUDA ENVOIRONMENTAL SUSTAINABILITY TASK FORCE | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $20,000 | 26 BERMUDIANA ROAD SUITE 403 | HAMILTON | HM 11 | BD | |||||
| DANCO | ||||||||||||
| PO BOX 150008 | NASHVILLE | TN | 37215 | NONE | PC | GENERAL SUPPORT | $361 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $890,196 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,465 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,852 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$352,694 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$216,336 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$216,336 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $31,500 | Amt |
| Net Investment Income | $6,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTERS AND EQUIPMENT | 2009-12-31 | $7,344 | $7,344 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2012-01-27 | $603 | $473 | SL | 5.000000000000 | $121 | $0 |
| PRINTER/COPIER | 2012-04-09 | $325 | $244 | SL | 5.000000000000 | $65 | $0 |
| CONFERENCE PHONE | 2012-12-19 | $588 | $354 | SL | 5.000000000000 | $118 | $0 |
| TV | 2013-02-26 | $875 | $496 | SL | 5.000000000000 | $175 | $0 |
| REFRIGERATOR | 2016-02-22 | $1,292 | SL | 5.000000000000 | $215 | $0 | |
| DELL COMPUTER - KAT | 2016-05-23 | $792 | SL | 5.000000000000 | $92 | $0 | |
| APPLE COMPUTER - CONRAD | 2016-05-23 | $1,528 | SL | 5.000000000000 | $178 | $0 | |
| EPSON PROJECTOR | 2016-05-23 | $547 | SL | 5.000000000000 | $64 | $0 | |
| DELL COMPUTER - BACK OFFICE | 2016-09-21 | $559 | SL | 5.000000000000 | $28 | $0 | |
| FURNITURE - TABLES | 2016-12-22 | $4,986 | SL | 7.000000000000 | $0 | $0 | |
| OFFICE FURNITURE | 2009-12-31 | $2,755 | $2,755 | SL | 5.000000000000 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | JUNKED COMPUTERS AND EQUIPMENT | AssetDesc |
| Acquired | 2009-12 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2016-12 | SoldDt |
| Basis | $7,344 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Accumulated Depreciation | $7,344 | AccumulatedDepreciationAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN DANCO PROGRAM RELATED | AT COST | $215,155 | $215,155 |
| INVESTMENT IN PARTNERSHIPS | AT COST | $414,515 | $437,045 |
| INVESTMENT IN EQUITIES AND MUTUAL FUNDS | AT COST | $6,151,114 | $6,483,230 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $603 | $594 | $9 |
| PRINTER/COPIER | $325 | $309 | $16 |
| CONFERENCE PHONE | $588 | $472 | $116 |
| TV | $875 | $671 | $204 |
| REFRIGERATOR | $1,292 | $215 | $1,077 |
| DELL COMPUTER - KAT | $792 | $92 | $700 |
| APPLE COMPUTER - CONRAD | $1,528 | $178 | $1,350 |
| EPSON PROJECTOR | $547 | $64 | $483 |
| DELL COMPUTER - BACK OFFICE | $559 | $28 | $531 |
| FURNITURE - TABLES | $4,986 | $0 | $4,986 |
| OFFICE FURNITURE | $2,755 | $2,755 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX | $898 |
| PENALTIES | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $4,529 | $0 | $4,529 |
| INTERNET | $3,784 | $0 | $3,784 |
| POSTAGE AND DELIVERY | $2,261 | $0 | $2,261 |
| INSURANCE | $5,134 | $0 | $5,134 |
| MEALS | $3,990 | $0 | $3,990 |
| OFFICE EXPENSE | $23,979 | $0 | $23,979 |
| LEAF DEDUCTIONS RELATED TO PORTFOLIO | $6,047 | $6,047 | $0 |
| PAYROLL PROCESSING | $5,248 | $0 | $5,248 |
| REPAIRS / MAINTENANCE | $385 | $0 | $385 |
| INVESTMENT SERVICE FEES | $62,390 | $62,390 | $0 |
| LICENSE | $398 | $0 | $398 |
| CHARITABLE EVENTS | $1,945 | $0 | $1,945 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT DANCO | Desc |
| Revenue And Expenses Per Books | $42,852 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42,852 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,852 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DANCO CAPITAL ADJUSTMENTS | $5,138 |
| NON DIVIDEND DISTRIBUTIONS | $9,934 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $39 | $2 | $37 |
| PAYROLL TAXES | $19,637 | $920 | $18,717 |
| STATE TAXES | $569 | $569 | $0 |
| FOREIGN TAXES | $1,151 | $1,151 | $0 |
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