THE SAMUEL P PARDOE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE SAMUEL P PARDOE FOUNDATION (EIN 52-1660757)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-07
- IRS object ID
- 201633129349100703
- Schema version
- 2015v2.1
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T08:57:22-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521660757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL P PARDOE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GMA FOUNDATIONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 6174267080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET 8TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SPENCER PARDOE BALLOU | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6174267080 | PhoneNum |
| Signature | 2016-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2016-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,655,524 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $306,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,601,282 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $569,308 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $875,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $875,531 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,110 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,525 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,068 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,068 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $593 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,924 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,885 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,936 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $520,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $520,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $630,059 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,885 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $560,071 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $245,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $806,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,045 | CashBOYAmt |
| Cash EOY | $123,947 | CashEOYAmt |
| Cash EOYFMV | $123,947 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,506,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,206,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,223,721 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $346,017 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $4,304,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,296,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,559,276 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $773,125 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $724,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $748,580 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $73,289 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $7,105,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,350,999 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,655,524 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $7,105,552 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,350,999 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,105,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,350,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,105,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,350,999 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,105,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $245,472 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,351,024 | SubtotalAmt |
| Other Decreases | $25 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,350,999 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,601,282 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,031,974 | CostOrOtherBasisAmt |
| Gain Or Loss | $569,308 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $569,308 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $569,308 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $584,892 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,964,055 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045116 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $569,254 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,442,348 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $546,786 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,341,462 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048211 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $426,488 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,868,132 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039242 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $468,030 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,813,448 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043282 | DistributionYr5Rt |
| Total Distribution | 0.221602 | TotalDistributionRt |
| Average Distribution | 0.044320 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,238,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $542,401 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,066 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $550,467 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $560,071 | 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 | $8,066 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,066 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,266 | TaxDueAmt |
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 | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://PARDOEFOUNDATION.GRANTSMANAGEMENT08.COM | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET 8TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES H PARDOE II | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | PRESIDENT | 3.00 | $3,500 | $0 | $0 |
| SPENCER PARDOE BALLOU | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | SECRETARY | 2.00 | $3,500 | $0 | $0 |
| CHARLES E PARDOE | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | TREASURER | 2.00 | $3,500 | $0 | $0 |
| P BRUCE PARDOE | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | VICE PRESIDENT | 2.00 | $3,500 | $0 | $0 |
| ELIZABETH PARDOE GRAY | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $3,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WENDELL ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 CORPORATE DRIVE | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $55,242 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $12,372,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,424,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,424,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,238,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $611,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $611,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,066 | TotalTaxAmt |
| Distributable Before Adj | $603,848 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $603,848 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $603,848 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $560,071 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $560,071 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,066 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $552,005 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $603,848 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $239,654 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $560,071 | QualifyingDistributionsAmt |
| Applied To Year1 | $239,654 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $320,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $283,431 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE SAMUEL P PARDOE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GMA FOUNDATIONS 77 SUMMER | AddressLine1Txt |
| Address Line2 | STREET 8TH FLOOR | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174267080 | RecipientPhoneNum |
| Recipient Email Address | EDREWRY@GMAFOUNDATIONS | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED ONLINE AT HTTP://PARDOEFOUNDATION.GRANTSMANAGEMENT08.COM. ALL ATTACHMENTS MUST BE ATTACHED TO THE ONLINE SUBMISSION; PLEASE DO NOT SEND ANY ITEMS SEPARATELY BY EMAIL OR MAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANY TIME ON OR BEFORE MIDNIGHT ON FRIDAY, FEBRUARY 12, 2016. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTMAKING IS LIMITED TO ORGANIZATIONS LOCATED WITHIN OR SERVING THE LAKES REGION OF NEW HAMPSHIRE, WITH A PRIORITY FOCUS ON LACONIA. THE FOUNDATION'S INTERESTS INCLUDE EDUCATION, LAND AND RESOURCE MANAGEMENT, AND SOCIAL SERVICES. THERE IS A PARTICULAR INTEREST IN PROGRAMS THAT PROVIDE OPPORTUNITIES FOR DISADVANTAGED PERSONS, ESPECIALLY CHILDREN. THE FOUNDATION DOES NOT FUND ENDOWMENTS, INDIVIDUAL SCHOLARSHIPS, LOANS, DEFICITS, SECTARIAN RELIGIOUS OR POLITICAL ACTIVITIES, OR ADVERTISING. GRANTS ARE NOT MADE TO INDIVIDUALS. GRANTS FOR OPERATING EXPENSES ARE NORMALLY EXCLUDED. THE FOUNDATION PREFERS TO FUND SPECIFIC PROJECTS, SPECIAL PROGRAMS, CAPITAL IMPROVEMENTS AND EQUIPMENT PURCHASES. GRANTS ARE MADE ONLY TO ORGANIZATIONS WHICH ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT CLASSIFIED AS NON-OPERATING PRIVATE FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUDUBON SOCIETY OF NEW HAMPSHIRE | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHILD AND FAMILY SERVICES OF NEW HAMPSHIRE | |||||||
| 464 CHESTNUT STREET | MANCHESTER | NH | 03105 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| CONGREGATIONAL CHURCH OF LACONIA | |||||||
| 18 VETERANS SQUARE | LACONIA | NH | 03246 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COPPER CANNON CAMP | |||||||
| PO BOX 124 | FRANCONIA | NH | 03580 | N/A | PC | PROGRAM SUPPORT | $3,500 |
| FRIENDS OF THE VINALHAVEN PUBLIC LIBRARY | |||||||
| PO BOX 223 | VINALHAVEN | ME | 04863 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| HOSPITALITY HOUSE | |||||||
| 1262 SUTTON WAY | GRASS VALLEY | CA | 95945 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | NONE | PC | PROGRAM SUPPORT | $3,900 |
| ISLAND MEDICAL CENTER | |||||||
| PO BOX 654 | DEER ISLE | ME | 04624 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| LAKE WINNIPESAUKEE ASSOCIATION | |||||||
| PO BOX 1624 | MEREDITH | NH | 03253 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| LAKES REGION COMMUNITY SERVICES | |||||||
| 719 NORTH MAIN STREET | LACONIA | NH | 03246 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| LAKES REGION PLANNING COMMISSION | |||||||
| 103 MAIN STREET STE3 | MEREDITH | NH | 03253 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| LIFEFLIGHT FOUNDATION | |||||||
| PO BOX 899 | CAMDEN | ME | 04843 | NONE | PC | PROGRAM SUPPORT | $500 |
| LIVE IT LEARN IT | |||||||
| 735 8TH STREET SE 300 | WASHINGTON | DC | 20003 | NONE | PC | PROGRAM SUPPORT | $4,000 |
| MAYMONT FOUNDATION | |||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 23220 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| MOUNTAIN STREAM MEDITATION CENTER | |||||||
| PO BOX 2510 | NEVADA CITY | CA | 95959 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| NATIONAL PARK TRUST | |||||||
| 401 E JEFFERSON ST STE 203 | ROCKVILLE | MD | 20850 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| NEW HAMPSHIRE CATHOLIC CHARITIES | |||||||
| 215 MYRTLE STREET | MANCHESTER | NH | 03104 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| NEW HAMPSHIRE CENTER FOR NONPROFITS | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| NEW HAMPSHIRE PRESERVATION ALLIANCE | |||||||
| PO BOX 268 | CONCORD | NH | 03302 | N/A | PC | PROGRAM SUPPORT | $8,000 |
| PARTNERS IN ISLAND EDUCATION | |||||||
| PO BOX 664 | VINALHAVEN | ME | 04863 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS (PETA) | |||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | N/A | PC | PROGRAM SUPPORT | $700 |
| PRESCOTT CONSERVANCY INC | |||||||
| 928 WHITE OAKS ROAD | LACONIA | NH | 03246 | NONE | POF | PROGRAM SUPPORT | $385,635 |
| SCIENCE MUSEUM OF VIRGINIA FOUNDATION | |||||||
| PO BOX 11624 | RICHMOND | VA | 23230 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| SOCIETY FOR THE PROTECTION OF NH FORESTS | |||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ST THOMAS' DAY SCHOOL | |||||||
| 3602 HAWTHORNE AVE | RICHMOND | VA | 23222 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| THOMPSON-AMES HISTORICAL SOCIETY | |||||||
| 8 BELKNAP MOUNTAIN ROAD | GILFORD | NH | 03249 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| VINALHAVEN ELDERCARE SERVICES | |||||||
| 18 BEAVER DAM ROAD | VINALHAVEN | ME | 04863 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| VINALHAVEN HISTORICAL SOCIETY | |||||||
| PO BOX 339 | VINALHAVEN | ME | 04863 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| VINALHAVEN LAND TRUST | |||||||
| PO BOX 268 | VINALHAVEN | ME | 04863 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| WASHINGTON HUMANE SOCIETY | |||||||
| 4590 MACARTHUR BLVD NW STE 200 | WASHINGTON | DC | 20007 | NONE | PC | PROGRAM SUPPORT | $1,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $520,135 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306,165 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $569,308 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $875,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $875,531 | 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 EXPENSE | CategoryTxt |
| Amt | $3,550 | Amt |
| Net Investment Income | $3,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIST OF CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990, PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY: PRESCOTT CONSERVANCY, INCADDRESS: 928 WHITE OAKS ROAD, LACONIA, NH 03246EMPLOYER ID: 04-3387252EXCESS BUSINESS HOLDING: NO | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - FIDUCIARY TRUST | BondNm |
| EOY Book Value | $724,250 | EOYBookValueAmt |
| EOYFMV | $748,580 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - FIDUCIARY TRUST | StockNm |
| EOY Book Value | $4,296,057 | EOYBookValueAmt |
| EOYFMV | $9,559,276 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $25 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $593 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $593 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCEEDS FROM SECURITY LITIGATIONS | Desc |
| Revenue And Expenses Per Books | $58 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT | $26,868 | $1,343 | $25,525 |
| PORTFOLIO MANAGEMENT | $55,242 | $55,242 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,103 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESCOTT CONSERVANCY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 928 WHITE OAKS ROAD | AddressLine1Txt |
| City | LACONIA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043387252 | EIN |
| Desc | GRANTS OF CASH | Desc |
| Amt | $385,635 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,635 | TotalAmt |
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