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ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC (EIN 27-1364347)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201601379349102440
Schema version
2015v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T10:41:33-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Joseph A Wagner CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1844 East Manchester RdAddressLine1Txt
CityManchester CenterCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05255ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271364347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Roberta and Russell HousmanBusinessNameLine1Txt
Business Name Line2Charitable Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8023756643PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line138 McKee RoadAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL F HOUSMANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph A WagnerPreparerPersonNm
PTINP01075206PTIN
Phone8023629086PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,411FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,770DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,770DividendsNetInvstIncmAmt
Total Rev And Expnss$9,770TotalRevAndExpnssAmt
Total Net Invst Incm$3,770TotalNetInvstIncmAmt
Taxes Rev And Expnss$38TaxesRevAndExpnssAmt
Taxes Net Invst Incm$38TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$236OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$124OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$112OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$162TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$112TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,774TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$162TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,612TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,004ExcessRevenueOverExpensesAmt
Net Investment Income$3,608NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,017CashBOYAmt
Cash EOY$14,019CashEOYAmt
Cash EOYFMV$14,019CashEOYFMVAmt
Corporate Stock BOY$81,140CorporateStockBOYAmt
Corporate Stock EOY$71,392CorporateStockEOYAmt
Corporate Stock EOYFMV$71,392CorporateStockEOYFMVAmt
Other Assets EOY$773OtherAssetsEOYAmt
Total Assets BOY$105,157TotalAssetsBOYAmt
Total Assets EOY$86,184TotalAssetsEOYAmt
Total Assets EOYFMV$85,411TotalAssetsEOYFMVAmt
Other Liabilities BOY$10,969OtherLiabilitiesBOYAmt
Total Liabilities BOY$10,969TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$94,188UnrestrictedBOYAmt
Unrestricted EOY$86,184UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$94,188TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$86,184TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$105,157TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$86,184TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$94,188TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,004ExcessRevenueOverExpensesAmt
Subtotal$86,184SubtotalAmt
Tot Net Ast Or Fund Balances EOY$86,184TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,380AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$112,430NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.11011DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,517AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$97,542NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.10782DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,354AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$103,210NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.08094DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,574AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$63,961NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.10278DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,503AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$22,945NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.19625DistributionYr5Rt
Total Distribution0.597908TotalDistributionRt
Average Distribution0.119582AverageDistributionRt
Net Vl Noncharitable Assets$93,855NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,223AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$36NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,259AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,612QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$36InvestmentIncomeExciseTaxAmt
Subtotal$36SubtotalAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Tax Due$36TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Russell HousmanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8023756643PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line138 McKee RoadAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RUSSELL F HOUSMAN
38 MCKEE RODARLINGTONVT05250President0.00$0
JUNE WEISS
258 STEAMBOAT RDGREAT NECKNY11024Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$76,266AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,018AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$95,284TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$95,284AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,429CashDeemedCharitableAmt
Net Vl Noncharitable Assets$93,855NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,693MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,693MinimumInvestmentReturnAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Total Tax$36TotalTaxAmt
Distributable Before Adj$4,657DistributableBeforeAdjAmt
Distributable Before Ded$4,657DistributableBeforeDedAmt
Distributable As Adjusted$4,657DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,612ExpensesAndContributionsAmt
Qualifying Distributions$17,612QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$36PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$17,576AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,657DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,467ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,428ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,285ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,706ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,834ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,720TotalExcessDistributionCyovAmt
Qualifying Distributions$17,612QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,657AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,955RemainingDistriFromCorpusAmt
Total Corpus$35,675TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,467ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,208ExcessDistriCyovToNextYrAmt
Excess From Year4$3,428ExcessFromYear4Amt
Excess From Year3$3,285ExcessFromYear3Amt
Excess From Year2$5,706ExcessFromYear2Amt
Excess From Year1$6,834ExcessFromYear1Amt
Excess From Current Year$12,955ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRUSSELL HOUSMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line138 MCKEE ROADAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8023756643RecipientPhoneNum
Form And Info And MaterialsALL APPLICATIONS FOR FUNDS ARE TO BE SUBMITTED IN WRITING.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGEOGRAPHIC AREA OF SOUTHWESTERN VERMONT AND SECONDARILY GEOGRAPHIC AREA OF NORTHWESTERN MASSACHUSETTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Casting for Recovery
3738 Main StManchesterVT05254N/APROG. FOR WOMEN WITH BREAST CANCER$200
VERMONT FOODBANK
33 PARKER RDBARREVT05641N/AFOOD FOR THE NEEDY$200
GUILDING EYES FOR THE BLIND
611 GRANITE SPRINGS RDYORKTOWN HEIGHTSNY10598N/AASSISTANCE FOR THE BLIND$200
SECOND CHANCE ANIMAL CENTER
ROUTE 7A PO BOX 620SHAFTSBURYVT05262N/AANIMAL CARE & ADOPTION$200
BENNINGTON MEALS ON WHEELS
124 PLEASANT STBENNINGTONVT05201N/AFOOD FOR THE ELDERLY$300
CHAFEE ART CENTER
PO BOX 1447RUTLANDVT05701N/AART EDUCATION FOR COMMUNITY$200
SAGE CITY SYMPHONY
BOX 547SHAFTSBURYVT05262N/ACOMMUNITY MUSIC PROGRAM$100
ARLINGTON MEMORIAL HIGH SCHOOL
529 E ARLINGTON RDARLINGTONVT05250N/AEDUCATIONAL SCHOLARSHIPS$4,100
Southwestern Vermont Health Auxilia
100 Hospital DrBenningtonVT05201N/Ahealth Care$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,770RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,770RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,770TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementINVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
MorganStanley - Stocks$16,181
MorganStanley - Preferred Stock$13,828
MorganStanley - Mutual Funds$41,383

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUnrealized Change in InvestmentsDesc
EOY Book Value$773EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOffice & MiscellaneousDesc
Revenue And Expenses Per Books$236RevenueAndExpensesPerBooksAmt
Net Investment Income$124NetInvestmentIncomeAmt
Disbursements Charitable Prps$112DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$38Amt
Net Investment Income$38NetInvestmentIncomeAmt

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