HARPSWELL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HARPSWELL FOUNDATION (EIN 04-3474498)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2017-03-09
- IRS object ID
- 201730689349100603
- Schema version
- 2015v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-09T08:13:34-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2017-03-09 | 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 | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,858,131 | 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 | $560,348 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $74,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,695 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $74,695 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,173,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,089 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $761,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,797 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $74,708 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $59,583 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,979 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,979 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $53,625 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $250 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,322 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $333 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $332 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,657 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,723 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,524 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $536 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,663 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $18,012 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,006 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $9,006 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $22,634 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,263 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,263 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,108 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $89 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $9 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $9 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $71 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $228,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,308 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $593 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $223,246 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $345,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,968 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $308,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,968 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $410,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,740 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,501 | CashBOYAmt |
| Cash EOY | $92,095 | CashEOYAmt |
| Cash EOYFMV | $92,095 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,506,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,213,862 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,213,862 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $669,700 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $117,527 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $568,250 | LandBOYAmt |
| Land EOY | $552,173 | LandEOYAmt |
| Land EOYFMV | $552,174 | LandEOYFMVAmt |
| Total Assets BOY | $4,118,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,858,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,858,131 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,158 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,158 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,118,963 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,856,972 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,118,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,856,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,118,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,858,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,118,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $410,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $327,874 | OtherIncreasesAmt |
| Subtotal | $4,856,972 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,856,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC S/T XX1540 | P | 2015-07-01 | 2015-11-30 | $5,321,468 | $5,295,495 | $25,973 | $25,973 |
| RBC CAPITAL MARKETS LLC L/T XX1540 | P | 2013-10-24 | 2015-03-04 | $1,108,324 | $932,781 | $175,543 | $175,543 |
| RBC CAPITAL MARKETS LLC S/T XX1554 | P | 2014-11-10 | 2015-03-04 | $70,979 | $70,532 | $447 | $447 |
| RBC CAPITAL MARKETS LLC L/T XX1554 | P | 2013-11-10 | 2015-03-04 | $19,260 | $16,758 | $2,502 | $2,502 |
| RBC CAPITAL MARKETS LLC S/T 7686 | P | 2015-07-02 | 2015-07-14 | $58,071 | $56,716 | $1,355 | $1,355 |
| RBC CAPITAL MARKETS LLC S/T xx1277 | P | 2014-10-27 | 2015-01-25 | $1 | $1 | ||
| JANNEY MONTGOMERY SCOTT LLC S/T xx6955 | P | 2015-03-12 | 2015-10-14 | $320,865 | $327,387 | -$6,522 | -$6,522 |
| JANNEY MONTGOMERY SCOTT LLC L/T xx0118 | P | 2014-10-23 | 2015-12-22 | $6,035 | $5,923 | $112 | $112 |
| JANNEY MONTGOMERY SCOTT LLC S/T xx6443 | P | 2015-07-02 | 2015-11-13 | $1,236,038 | $1,329,672 | -$93,634 | -$93,634 |
| JANNEY MONTGOMERY SCOTT LLC S/T xx0118 | P | 2015-06-25 | 2015-12-22 | $12,275 | $12,637 | -$362 | -$362 |
| Capital Gain Dividends | $20,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,089 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$72,743 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,968 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,834,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06623 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $278,964 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,541,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07876 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $225,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,815,675 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08022 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $245,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,479,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09899 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $199,031 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,558,883 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07778 | DistributionYr5Rt |
| Total Distribution | 0.401981 | TotalDistributionRt |
| Average Distribution | 0.080396 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,886,559 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $312,464 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,804 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $314,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $314,620 | 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 | $1,804 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,804 | SubtotalAmt |
| Tax Based On Investment Income | $1,804 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $3,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Overpayment | $1,635 | OverpaymentAmt |
| Refund | $1,635 | RefundAmt |
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 | false | 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 | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $59,583 | 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 | $167,828 | Expenses1Amt |
| Description2 | PROVIDING US EDUCATIONAL FELLOWSHIPS TO CAMBODIAN WOMEN. | Description2Txt |
| Expenses2 | $29,732 | Expenses2Amt |
| Description3 | SUPPORT OF SCHOLARSHIPS AND OTHER PROGRAMS IN TRAMUNG CHRUM. | Description3Txt |
| Expenses3 | $17,965 | Expenses3Amt |
| Description4 | DONATIONS TO CAMBODIAN CAUSES FURTHERING THE HARPSWELL FOUNDATION'S MISSION. | Description4Txt |
| Expenses4 | $1,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,860,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,945,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,945,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,886,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,328 | 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 | $314,620 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $314,620 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,804 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $312,816 | 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 | $58,740 | CurrentYearAmt |
| Year1 | $185,652 | Year1Amt |
| Year2 | $128,174 | Year2Amt |
| Year3 | $94,008 | Year3Amt |
| Total | $466,574 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $49,929 | CurrentYearAmt |
| Year1 | $157,804 | Year1Amt |
| Year2 | $108,948 | Year2Amt |
| Year3 | $79,907 | Year3Amt |
| Total | $396,588 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $314,620 | CurrentYearAmt |
| Year1 | $11,000 | Year1Amt |
| Year2 | $278,964 | Year2Amt |
| Year3 | $225,883 | Year3Amt |
| Total | $830,467 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $314,620 | CurrentYearAmt |
| Year1 | $11,000 | Year1Amt |
| Year2 | $278,964 | Year2Amt |
| Year3 | $225,883 | Year3Amt |
| Total | $830,467 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $129,552 | CurrentYearAmt |
| Year1 | $127,820 | Year1Amt |
| Year2 | $118,063 | Year2Amt |
| Year3 | $93,856 | Year3Amt |
| Total | $469,291 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| GUILD OF BOSTON ARTISTS | |||||||||
| 162 NEWBURY STREET | BOSTON | MA | 02116 | POF | SUPPORT OF BOSTON ARTISTS | $5,000 | |||
| GENDER DEVELOPMENT CAMBODIA | |||||||||
| NC | ADVANCES & SUPPORTS GENDER EQUALITY. | $1,000 | 89 ST 288 OLYMPIC CHAMCAR MORN | PHNOM PENH | CB | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,089 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $200,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $200,797 | 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 (18 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION GREATR MEMPHIS | |||||||||||
| 1 | 1900 UNION AVENUE | MEMPHIS | TN | 38104 | $25,000 | Yes (X) | |||||
| CLAIRE BAXTER | |||||||||||
| 2 | 155 HOLLY CT | ATHENS | GA | 30606 | $10,000 | Yes (X) | |||||
| THE BOSTON FOUNDATION | |||||||||||
| 3 | 75 ARLINGTON STREET 10TH FL | BOSTON | MA | 02116 | $7,000 | Yes (X) | |||||
| CAMBODIA BEVERAGE COMPANY | |||||||||||
| 4 | $10,000 | Yes (X) | 33 SOTHEAROS | KHAN DAUN | PHNOM PENH | CB | B.P 522 | ||||
| COMMUNITY FOUNDATION OF MEMPHIS | |||||||||||
| 5 | 1900 UNION AVE | MEMPHIS | TN | 38104 | $25,000 | Yes (X) | |||||
| MICAH GREENSTEIN | |||||||||||
| 6 | 6821 EASTRIDGE COVE | MEMPHIS | TN | 38120 | $5,000 | Yes (X) | |||||
| HYDE FAMILY FOUNDATION | |||||||||||
| 7 | 17 WEST PONTOTOC AVE STE 200 | MEMPHIS | TN | 38103 | $25,000 | Yes (X) | |||||
| JAY PRITZKER FOUNDATION | |||||||||||
| 8 | 3555 TIMMONS LN STE 800 | HOUSTON | TX | 77027 | $300,000 | Yes (X) | |||||
| DAVID LIGHTMAN | |||||||||||
| 9 | 29 MEADOWS RUN DR | WINFIELD | PA | 17889 | $10,000 | Yes (X) | |||||
| JOHN LIGHTMAN | |||||||||||
| 10 | 1209 FALL SPRINGS | COLLIERVILLE | TN | 38017 | $6,000 | Yes (X) | |||||
| MICHAEL LIGHTMAN | |||||||||||
| 11 | 11685 MONTEREY ROAD | EADS | TN | 38028 | $33,367 | Yes (X) | |||||
| MALCO CHARITY TRUST | |||||||||||
| 12 | PO BOX 171809 | MEMPHIS | TN | 38187 | $11,000 | Yes (X) | |||||
| STEPHEN PORGES | |||||||||||
| 13 | 524 S HIGHLAND AVENUE | BLOOMINGTON | IN | 47401 | $6,000 | Yes (X) | |||||
| RENAISSANCE FOUNDATION | |||||||||||
| 14 | PO BOX 80516 | PORTLAND | OR | 97280 | $5,000 | Yes (X) | |||||
| DAVID ROE | |||||||||||
| 15 | 1061 WAKER AVE | OAKLAND | CA | 94610 | $5,000 | Yes (X) | |||||
| DICK ROSENTHAL | |||||||||||
| 16 | 8 MELVILLE LANE | CINCINATTI | OH | 45208 | $10,000 | Yes (X) | |||||
| JORDAN SACHS | |||||||||||
| 17 | 15 ENCANTO AVENUE | SAN FRANCISCO | CA | 94115 | $5,000 | Yes (X) | |||||
| JONATHON SAUNDERS | |||||||||||
| 18 | 151 TREMONT ST 20P | BOSTON | MA | 02111 | $10,000 | Yes (X) | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING | $3,195 | $320 | $319 | $2,556 |
| QUICKBOOKS | $127 | $13 | $13 | $101 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| DORMITORY STREET 508 | 2006-09-26 | $113,000 | $24,023 | SL | 0.0256 | $2,897 |
| DORMITORY ON STREET 13 | 2009-06-30 | $288,752 | $41,037 | SL | 0.0256 | $7,404 |
| 4 ROOM PRIMARY SCHOOL BLD | 2005-01-05 | $33,000 | $8,427 | SL | 0.0256 | $846 |
| DESK LAMPS (48) | 2009-06-30 | $1,440 | $1,343 | 200DB | 0.0893 | $97 |
| REFRIGERATOR | 2009-06-30 | $255 | $239 | 200DB | 0.0893 | $16 |
| 2 BLACK & WHITE PRINTERS | 2011-06-01 | $560 | $336 | SL | 0.2000 | $112 |
| REFRIGERATOR | 2011-06-01 | $325 | $195 | SL | 0.2000 | $65 |
| DESKTOP COMPUTER | 2011-06-01 | $800 | $480 | SL | 0.2000 | $160 |
| LAPTOP COMPUTER | 2011-06-01 | $750 | $450 | SL | 0.2000 | $150 |
| OPTIPLEX 790 COMPUTERS | 2012-06-01 | $1,200 | $600 | SL | 0.2000 | $240 |
| DELL LCD MONITOR | 2012-06-01 | $100 | $50 | SL | 0.2000 | $20 |
| HP LASER PRINTER | 2012-06-01 | $265 | $133 | SL | 0.2000 | $53 |
| WIRELESS MICROPHONE | 2012-06-01 | $180 | $90 | SL | 0.2000 | $36 |
| VIDEO CAMERA | 2012-06-01 | $250 | $125 | SL | 0.2000 | $50 |
| DELL OPTIPLEX COMPUTRS BT | 2013-06-01 | $1,100 | $330 | SL | 0.2000 | $220 |
| NEW LCD TV FOR TT DORM | 2013-06-01 | $550 | $165 | SL | 0.2000 | $110 |
| 2 SAMSUNG FRIDGE FOR BT | 2013-06-01 | $1,000 | $300 | SL | 0.2000 | $200 |
| 2 SAMSUNG FRIDGE FOR TT | 2013-06-01 | $1,248 | $375 | SL | 0.2000 | $250 |
| IPAD FOR TT DORM | 2013-06-01 | $868 | $261 | SL | 0.2000 | $174 |
| SONY LCD PROJECTOR FOR TT | 2013-06-01 | $580 | $174 | SL | 0.2000 | $116 |
| DELL OPTIPLEX 7010 FOR BT | 2013-06-01 | $555 | $167 | SL | 0.2000 | $111 |
| SONY TELEVISION FOR BT | 2013-06-01 | $540 | $162 | SL | 0.2000 | $108 |
| AC FOR BT | 2013-06-01 | $400 | $120 | SL | 0.2000 | $80 |
| BATTERY BACKUP SYSTEM | 2014-06-30 | $12,800 | $1,280 | SL | 0.2000 | $2,560 |
| TELEVISION FOR BT DORM | 2014-06-30 | $520 | $52 | SL | 0.2000 | $104 |
| MICROPHONES IN TT DORM | 2015-06-01 | $438 | 200DB | 0.2000 | $88 | |
| WIRE FENCE IN BT DORM | 2015-06-01 | $195 | 200DB | 0.1429 | $28 | |
| WINDOW BARS IN TT DORM | 2015-06-01 | $564 | 200DB | 0.1429 | $81 | |
| BUNK BEDS (24) | 2009-06-30 | $4,080 | $3,807 | 200DB | 0.0893 | $273 |
| DESKS & CHAIRS (48) | 2009-06-30 | $5,520 | $5,150 | 200DB | 0.0893 | $370 |
| WARDROBES (24) | 2009-06-30 | $6,720 | $6,271 | 200DB | 0.0893 | $449 |
| COUCHES (3) | 2009-06-30 | $1,800 | $1,679 | 200DB | 0.0893 | $121 |
| PODIUM | 2009-06-30 | $250 | $234 | 200DB | 0.0893 | $16 |
| CEILING FANS | 2014-06-30 | $210 | $15 | SL | 0.1429 | $30 |
| TOILETS | 2014-06-30 | $486 | $35 | SL | 0.1429 | $69 |
| BOOKSHELVES | 2014-06-30 | $333 | $24 | SL | 0.1429 | $48 |
| 2 SOFAS IN TT DORM | 2015-06-01 | $580 | 200DB | 0.1429 | $83 | |
| BOOKSHELF IN TT DORM | 2015-06-01 | $158 | 200DB | 0.1429 | $23 | |
| DELL 3100 COMPUTER | 2010-06-30 | $800 | $720 | SL | 0.1000 | $80 |
| A/C UNITS (1) | 2010-06-30 | $740 | $666 | SL | 0.1000 | $74 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1554 RBC Lightman Family | ||
| 1540 RBC End Income | ||
| RBC Operation | ||
| Merrill Lynch 2324 (Janney 0118) | $33,418 | $33,418 |
| Janney 6955 | $3,134,669 | $3,134,669 |
| Janney 6443 | $1,045,775 | $1,045,775 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $20,137 | $18,697 | $1,440 | $1,440 |
| Machinery and Equipment | $29,023 | $14,196 | $14,827 | $14,827 |
| Buildings | $434,752 | $84,634 | $350,118 | $350,119 |
| Land | $185,788 | $185,788 | $185,788 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
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 | $1,041 | $104 | $104 | $833 |
| CAMBODIAN DORMITORIES | $167,828 | $167,828 | ||
| CONSULTANTS | $5,000 | $5,000 | ||
| INSURANCE | $858 | $86 | $86 | $686 |
| INTERNET EXPENSES | $972 | $97 | $97 | $778 |
| INVESTMENT EXPENSES | $3,764 | $3,764 | ||
| MEETINGS | $2,919 | $2,919 | ||
| OFFICE EXPENSES | $1,635 | $164 | $163 | $1,308 |
| OFFICE SUPPLIES | $618 | $62 | $62 | $494 |
| POSTAGE & DELIVERY | $216 | $22 | $22 | $172 |
| SPECIAL EVENTS & FUNDRAISING | $514 | $51 | $463 | |
| SUPPORT OF HARPSWELL US FELLOWS | $19,332 | $19,332 | ||
| TELEPHONE | $85 | $9 | $8 | $68 |
| TRAMUNG CHAM PROGRAMS | $17,965 | $17,965 | ||
| US SCHOLARSHIPS | $5,400 | $5,400 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXEMPT INTEREST DIVIDENDS | Desc |
| Amt | $2,608 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| EOY Book Value | $1,158 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMMONWEALTH OF MA | $35 | $35 | ||
| COMMONWEALTH OF MA 2014 | $250 | $250 | ||
| EMPLOYER FICA & MEDICARE TAXES | $4,558 | $228 | $228 | $4,102 |
| FEDERAL 2014 TAX | $4,137 | $4,137 | ||
| FOREIGN TAXES ON INVESTMENTS | $1,273 | $1,273 | ||
| FUTA | $42 | $2 | $2 | $38 |
| SUTA | $428 | $21 | $21 | $386 |
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