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
- 2016-07-13
- IRS object ID
- 201611959349100306
- Schema version
- 2015v2.1
- Note
- A later return for the same period supersedes this one.
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-13T13:42:29-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042969468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TISDALE CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 JUNCTION SQUARE | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | 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 |
| Business Name Line2 | ALAN P LIGHTMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARP | BusinessNameControlTxt |
| Phone | 9783690663 | 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 |
| Phone | 9783690663 | PhoneNum |
| Signature | 2016-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE L TISDALE | PreparerPersonNm |
| PTIN | P00109473 | PTIN |
| Phone | 9783695585 | PhoneNum |
| Preparation | 2016-07-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,886,264 | 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 | $553,025 | 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 | $59,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,163 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $59,163 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $584,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,173,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,090 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,197,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,266 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,176 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $65,502 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $65,502 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,500 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,322 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,322 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,458 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,000 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,189 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $802 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,422 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,566 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $17,566 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $28,574 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $14,533 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,041 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $89 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $89 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,210 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $222,137 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $368,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $114,055 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $236,267 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $373,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $114,055 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $823,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,501 | CashBOYAmt |
| Cash EOY | $54,302 | CashEOYAmt |
| Cash EOYFMV | $54,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $65,450 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,450 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,506,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,271,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,213,892 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $701,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $148,501 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $568,250 | LandBOYAmt |
| Land EOY | $552,619 | LandEOYAmt |
| Land EOYFMV | $552,620 | LandEOYFMVAmt |
| Total Assets BOY | $4,118,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,943,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,886,264 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,011 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,011 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,118,963 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,942,798 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,118,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,942,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,118,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,943,809 | 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 | $823,835 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,942,798 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,942,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RBC ACCOUNT 01554 | P | $90,239 | $87,290 | $2,949 | $2,949 |
| RBC ACCOUNT 01540 | P | $6,429,793 | $6,228,276 | $201,517 | $201,517 |
| RBC ACCOUNT 17686 | P | $58,071 | $56,716 | $1,355 | $1,355 |
| JANNEY ACCOUNT 0118 | P | $18,310 | $18,560 | -$250 | -$250 |
| JANNEY ACCOUNT 6955 | P | $320,865 | $327,387 | -$6,522 | -$6,522 |
| JANNEY ACCOUNT 6443 | P | $1,236,038 | $1,329,672 | -$93,634 | -$93,634 |
| CAPITAL GAINS DIVIDENDS | P | $20,675 | $20,675 | $20,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,090 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,968 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,834,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066231 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $278,964 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,541,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078761 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $225,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,815,675 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $245,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,479,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098986 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $199,031 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,558,883 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077780 | DistributionYr5Rt |
| Total Distribution | 0.401981 | TotalDistributionRt |
| Average Distribution | 0.080396 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,560,747 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $366,666 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,700 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $368,366 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $241,267 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,400 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,400 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,400 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $80 | EsPenaltyAmt |
| Tax Due | $3,480 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.HARPSWELLFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN 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 (1) | ForeignAccountsQuestionInd |
| Foreign Country | CB | ForeignCountryCd |
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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| JEAN LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELYSE LIGHTMAN SAMUELS | ||||||||
| 141 WINDSOR PLACE | BROOKLYN | NY | 11215 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KARA LIGHTMAN | ||||||||
| 325 W 88TH STREET | NEW YORK | NY | 10024 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID ROE | ||||||||
| 1061 WALKER AVE | OAKLAND | CA | 94610 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RANGITA DE SILVA DE ALWIS | ||||||||
| 288 N MAINE STREET | SHARON | MA | 02067 | TRUSTEE | 2.00 | $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 | SUPPORT OF CAMBODIAN WOMEN IN EDUCATION IN PHENOM PHEN | Description1Txt |
| Expenses1 | $197,193 | Expenses1Amt |
| Description2 | SUPPORT THROUGH EDUCATIONAL SUPPORT OF CAMBODIAN WOMEN STUDENTS | Description2Txt |
| Expenses2 | $19,332 | Expenses2Amt |
| Description3 | SUPPORT OF GUILD OF BOSTON ARTISTS | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
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 | $4,579,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,630,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,630,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,560,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,037 | 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 | $241,267 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $241,267 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $241,267 | 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 | $0 | CurrentYearAmt |
| Year1 | $185,652 | Year1Amt |
| Year2 | $128,174 | Year2Amt |
| Year3 | $94,008 | Year3Amt |
| Total | $407,834 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $157,804 | Year1Amt |
| Year2 | $108,948 | Year2Amt |
| Year3 | $79,907 | Year3Amt |
| Total | $346,659 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $241,267 | CurrentYearAmt |
| Year1 | $11,000 | Year1Amt |
| Year2 | $278,964 | Year2Amt |
| Year3 | $225,883 | Year3Amt |
| Total | $757,114 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $241,267 | CurrentYearAmt |
| Year1 | $11,000 | Year1Amt |
| Year2 | $278,964 | Year2Amt |
| Year3 | $225,883 | Year3Amt |
| Total | $757,114 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $152,025 | CurrentYearAmt |
| Year1 | $127,820 | Year1Amt |
| Year2 | $118,063 | Year2Amt |
| Year3 | $93,856 | Year3Amt |
| Total | $491,764 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUILD OF BOSTON ARTISTS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 NEWBURY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NOT FOR PROFIT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT OF BOSTON ARTISTS | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | 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 | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $584,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $644,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $644,149 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL AND KAREN PRITZKER | |||||||||||
| 1 | 230 WOODLAND ROAD | KEMTVILLE | CA | 94901 | $300,000 | Yes (X) | |||||
| JONATHAN SAUNDERS | |||||||||||
| 2 | 151 TREMONT STREET 20-P | BOSTON | MA | 02111 | $10,000 | Yes (X) | |||||
| JORDAN SACHS AND JENNIE SACK | |||||||||||
| 3 | 50 ENCANTO AVENUE | SAN FRANCISCO | CA | 94115 | $5,000 | Yes (X) | |||||
| MICHAEL LIGHTMAN | |||||||||||
| 4 | 11685 MONTERREY ROAD | EADS | TN | 38028 | $33,367 | Yes (X) | |||||
| DAVID AND CLAYTON LIGHTMAN | |||||||||||
| 5 | 29 MEADOWS RUN DRIVE | WINFIELD | PA | 17889 | $10,000 | Yes (X) | |||||
| JOHN LIGHTMAN | |||||||||||
| 6 | 1209 FALL SPRINGS | COLLIERVILLE | TN | 38017 | $6,000 | Yes (X) | |||||
| PYRAMID PEAK FOUNDATION | |||||||||||
| 7 | 6410 POPLAR AVENUE | MEMPHIS | TN | 38119 | $50,000 | Yes (X) | |||||
| DAVID ROE AND SUKEY LILENTHAL | |||||||||||
| 8 | 1061 WALKER AVENUE | OAKLAND | CA | 94610 | $5,000 | Yes (X) | |||||
| MICHAH GREENSTEIN AND TEMPLE ISRAEL | |||||||||||
| 9 | 1376 EAST MASSEY ROAD | MEMPHIS | TN | 38120 | $5,000 | Yes (X) | |||||
| CAMBODIA BEVERAGE COMPANY | |||||||||||
| 10 | $10,000 | Yes (X) | NO 287 NATINAL RD NO 5 | MITTAPHEAP VILLAGE | PHENON PHEN | CB | 12104 | ||||
| HYDE FAMILY FOUNDATION | |||||||||||
| 11 | 6058 SHADY GROVE ROAD | MEMPHIS | TN | 38120 | $25,000 | Yes (X) | |||||
| COMMUNITY FOUNDATION OF MEMPHIS | |||||||||||
| 12 | 1900 UNION AVE | MEMPHIS | TN | 38104 | $50,000 | Yes (X) | |||||
| MALCO THEATER | |||||||||||
| 13 | 5853 RIDGEWAY CENTER PARKWAY | MEMPHIS | TN | 38120 | $11,000 | Yes (X) | |||||
| CLAIRE BAXTER | |||||||||||
| 14 | 845 OLD CAMPUS TRAIL | ATLANTA | GA | 303281051 | $10,000 | Yes (X) | |||||
| DICK ROSENTHAL | |||||||||||
| 15 | 1846 KEYS CRESCENT LN | CINCINNATI | OH | 452061825 | $2,000 | Yes (X) | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,322 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,322 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND STREET 508 | 2005-06-30 | $32,000 | L | $0 | $0 | $0 | ||
| DORMITORY STREET 508 | 2006-09-26 | $113,000 | SL | $2,897 | $0 | $2,897 | $24,023 | 39.000000000000 |
| DELL 3100 COMPUTERS (3) | 2006-06-30 | $2,250 | SL | $0 | $0 | $0 | $2,250 | 5.000000000000 |
| CANON COLOR PRINTER | 2006-06-30 | $350 | SL | $0 | $0 | $0 | $350 | 5.000000000000 |
| BLACK AND WHITE PRINTER | 2006-06-30 | $200 | SL | $0 | $0 | $0 | $200 | 5.000000000000 |
| DELL 3100 COMPUTERS (3) | 2007-06-30 | $2,490 | SL | $0 | $0 | $0 | $2,490 | 5.000000000000 |
| BLACK AND WHITE PRINTER | 2007-06-30 | $200 | SL | $0 | $0 | $0 | $200 | 5.000000000000 |
| BATTERY BIKES (3) | 2007-06-30 | $960 | SL | $0 | $0 | $0 | $960 | 5.000000000000 |
| LAND ON STREET 13 | 2008-06-05 | $65,000 | L | $0 | $0 | $0 | ||
| DELL 3100 COMPUTER (1) | 2008-06-30 | $800 | SL | $0 | $0 | $0 | $800 | 5.000000000000 |
| BLACK AND WHITE PRINTER | 2008-06-30 | $200 | SL | $0 | $0 | $0 | $200 | 5.000000000000 |
| MOTORCYCLE | 2008-06-30 | $850 | SL | $0 | $0 | $0 | $850 | 5.000000000000 |
| MATTRESSES (36) | 2008-06-30 | $1,950 | SL | $0 | $0 | $0 | $1,950 | 7.000000000000 |
| DORMITORY ON STREET 13 | 2009-06-30 | $288,752 | SL | $7,404 | $0 | $7,404 | $41,037 | 39.000000000000 |
| HONDA MOTORCYCLES (10) | 2009-06-30 | $8,500 | SL | $0 | $0 | $0 | $8,500 | 5.000000000000 |
| DELL 760V COMPUTERS (10) | 2009-06-30 | $6,640 | SL | $0 | $0 | $0 | $6,640 | 5.000000000000 |
| BATTERY BIKES (4) | 2009-06-30 | $1,120 | SL | $0 | $0 | $0 | $1,120 | 5.000000000000 |
| CANON PRITER SCANNER (1) | 2009-06-30 | $360 | SL | $0 | $0 | $0 | $360 | 5.000000000000 |
| TELEVISION (LARGE SCREEN) | 2009-06-30 | $1,100 | SL | $0 | $0 | $0 | $1,100 | 5.000000000000 |
| DVD PLAYER | 2009-06-30 | $300 | SL | $0 | $0 | $0 | $300 | 5.000000000000 |
| DIGITAL PROJECTOR | 2009-06-30 | $550 | SL | $0 | $0 | $0 | $550 | 5.000000000000 |
| MATTRESSES (48) | 2009-06-30 | $2,600 | SL | $0 | $0 | $0 | $2,600 | 7.000000000000 |
| BUNK BEDS (24) | 2009-06-30 | $4,080 | 200DB | $182 | $0 | $273 | $3,807 | 7.000000000000 |
| DESKS AND CHAIRS (48) | 2009-06-30 | $5,520 | 200DB | $247 | $0 | $370 | $5,150 | 7.000000000000 |
| WARDROBES (24) | 2009-06-30 | $6,720 | 200DB | $299 | $0 | $449 | $6,271 | 7.000000000000 |
| DESK LAMPS (48) | 2009-06-30 | $1,440 | 200DB | $65 | $0 | $97 | $1,343 | 7.000000000000 |
| COUCHES (3) | 2009-06-30 | $1,800 | 200DB | $81 | $0 | $121 | $1,679 | 7.000000000000 |
| REFRIGERATOR | 2009-06-30 | $255 | 200DB | $11 | $0 | $16 | $239 | 7.000000000000 |
| PODIUM | 2009-06-30 | $250 | 200DB | $11 | $0 | $16 | $234 | 7.000000000000 |
| DELL 3100 COMPUTER (1) | 2010-06-30 | $800 | SL | $80 | $0 | $80 | $720 | 5.000000000000 |
| A/C UNITS (2) | 2010-06-30 | $740 | SL | $74 | $0 | $74 | $666 | 5.000000000000 |
| 4 ROOM PRIMARY SCHOOL BLD | 2005-01-05 | $33,000 | SL | $846 | $0 | $846 | $8,427 | 39.000000000000 |
| LAND ON 304 STREET | 2008-06-05 | $10,095 | L | $0 | $0 | $0 | ||
| LAND ON TEUK THLA | 2010-06-03 | $78,693 | L | $0 | $0 | $0 | ||
| 2 BLACK AND WHITE PRINTERS | 2011-06-01 | $560 | SL | $112 | $0 | $112 | $336 | 5.000000000000 |
| REFRIGERATOR | 2011-06-01 | $325 | SL | $65 | $0 | $65 | $195 | 5.000000000000 |
| 1 DESKTOP COMPUTER | 2011-06-01 | $800 | SL | $160 | $0 | $160 | $480 | 5.000000000000 |
| 1 LAPTOP COMPUTER | 2011-06-01 | $750 | SL | $150 | $0 | $150 | $450 | 5.000000000000 |
| 2 OPTIPLEX 790 COMPUTERS | 2012-06-01 | $1,200 | SL | $240 | $0 | $240 | $600 | 5.000000000000 |
| DELL LCD MONITOR | 2012-06-01 | $100 | SL | $20 | $0 | $20 | $50 | 5.000000000000 |
| HP LASER PRINTER | 2012-06-01 | $265 | SL | $53 | $0 | $53 | $133 | 5.000000000000 |
| WIRELESS M ICROPHONE | 2012-06-01 | $180 | SL | $36 | $0 | $36 | $90 | 5.000000000000 |
| VIDEO CAMERA | 2012-06-01 | $250 | SL | $50 | $0 | $50 | $125 | 5.000000000000 |
| 2 DELL OPTIPLEX 790 COMPUTERS FOR BT | 2013-06-01 | $1,100 | SL | $220 | $0 | $220 | $330 | 5.000000000000 |
| NEW LCD TV FOR TT DORM | 2013-06-01 | $550 | SL | $110 | $0 | $110 | $165 | 5.000000000000 |
| 2 SAMSUNG REFRIDES FOR BT | 2013-06-01 | $1,000 | SL | $200 | $0 | $200 | $300 | 5.000000000000 |
| 2 SAMSUNG REFRIDES FOR TT | 2013-06-01 | $1,248 | SL | $250 | $0 | $250 | $375 | 5.000000000000 |
| IPAD FOR TT DORM | 2013-06-01 | $868 | SL | $174 | $0 | $174 | $261 | 5.000000000000 |
| SONY LCD PROJECTOR FOR TT | 2013-06-01 | $580 | SL | $116 | $0 | $116 | $174 | 5.000000000000 |
| DELL OPTIPLEX 7010 FOR BT | 2013-06-01 | $555 | SL | $111 | $0 | $111 | $167 | 5.000000000000 |
| SONY TELEVISION FOR BT | 2013-06-01 | $540 | SL | $108 | $0 | $108 | $162 | 5.000000000000 |
| AC FOR BT | 2013-06-01 | $400 | SL | $80 | $0 | $80 | $120 | 5.000000000000 |
| CEILING FANS | 2014-06-30 | $210 | SL | $30 | $0 | $30 | $15 | 7.000000000000 |
| TOILETS | 2014-06-30 | $486 | SL | $69 | $0 | $69 | $35 | 7.000000000000 |
| BOOKSHELVES | 2014-06-30 | $333 | SL | $48 | $0 | $48 | $24 | 7.000000000000 |
| BATTERY BACKUP SYSTEM | 2014-06-30 | $12,800 | SL | $2,560 | $0 | $2,560 | $1,280 | 5.000000000000 |
| TELEVISION FOR BT DORM | 2014-06-30 | $520 | SL | $104 | $0 | $104 | $52 | 5.000000000000 |
| MICROPHONES IN TT DORM | 2015-06-01 | $438 | 200DB | $88 | $0 | $51 | 5.000000000000 | |
| 2 SOFAS IN TT DORM | 2015-06-01 | $580 | 200DB | $83 | $0 | $48 | 7.000000000000 | |
| WIRE FENCE IN BT DORM | 2015-06-01 | $195 | 200DB | $28 | $0 | $16 | 7.000000000000 | |
| BOOKSHELF IN TT DORM | 2015-06-01 | $158 | 200DB | $23 | $0 | $13 | 7.000000000000 | |
| WINDOW BARS IN TT DORM | 2015-06-01 | $564 | 200DB | $81 | $0 | $47 | 7.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC ACCOUNT 30701554 | $0 | $0 |
| RBC ACCOUNT 30701540 | $0 | $0 |
| RBC ACCOUNT 31221277 | $0 | $0 |
| RBC ACCOUNT 31138161 | $0 | $0 |
| JANNEY 7043-0118 | $34,645 | $33,418 |
| JANNEY 2746-6955 | $3,259,210 | $3,134,699 |
| JANNEY 7981-6443 | $977,583 | $1,045,775 |
| JANNEY 5912-7918 | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (62 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND STREET 508 | $32,000 | $0 | $32,000 |
| DORMITORY STREET 508 | $113,000 | $26,920 | $86,080 |
| DELL 3100 COMPUTERS (3) | $2,250 | $2,250 | $0 |
| CANON COLOR PRINTER | $350 | $350 | $0 |
| BLACK AND WHITE PRINTER | $200 | $200 | $0 |
| DELL 3100 COMPUTERS (3) | $2,490 | $2,490 | $0 |
| BLACK AND WHITE PRINTER | $200 | $200 | $0 |
| BATTERY BIKES (3) | $960 | $960 | $0 |
| LAND ON STREET 13 | $65,000 | $0 | $65,000 |
| DELL 3100 COMPUTER (1) | $800 | $800 | $0 |
| BLACK AND WHITE PRINTER | $200 | $200 | $0 |
| MOTORCYCLE | $850 | $850 | $0 |
| MATTRESSES (36) | $1,950 | $1,950 | $0 |
| DORMITORY ON STREET 13 | $288,752 | $48,441 | $240,311 |
| HONDA MOTORCYCLES (10) | $8,500 | $8,500 | $0 |
| DELL 760V COMPUTERS (10) | $6,640 | $6,640 | $0 |
| BATTERY BIKES (4) | $1,120 | $1,120 | $0 |
| CANON PRITER SCANNER (1) | $360 | $360 | $0 |
| TELEVISION (LARGE SCREEN) | $1,100 | $1,100 | $0 |
| DVD PLAYER | $300 | $300 | $0 |
| DIGITAL PROJECTOR | $550 | $550 | $0 |
| MATTRESSES (48) | $2,600 | $2,600 | $0 |
| BUNK BEDS (24) | $4,080 | $3,989 | $91 |
| DESKS AND CHAIRS (48) | $5,520 | $5,397 | $123 |
| WARDROBES (24) | $6,720 | $6,570 | $150 |
| DESK LAMPS (48) | $1,440 | $1,408 | $32 |
| COUCHES (3) | $1,800 | $1,760 | $40 |
| REFRIGERATOR | $255 | $250 | $5 |
| PODIUM | $250 | $245 | $5 |
| DELL 3100 COMPUTER (1) | $800 | $800 | $0 |
| A/C UNITS (2) | $740 | $740 | $0 |
| 4 ROOM PRIMARY SCHOOL BLD | $33,000 | $9,273 | $23,727 |
| LAND ON 304 STREET | $10,095 | $0 | $10,095 |
| LAND ON TEUK THLA | $78,693 | $0 | $78,693 |
| 2 BLACK AND WHITE PRINTERS | $560 | $448 | $112 |
| REFRIGERATOR | $325 | $260 | $65 |
| 1 DESKTOP COMPUTER | $800 | $640 | $160 |
| 1 LAPTOP COMPUTER | $750 | $600 | $150 |
| 2 OPTIPLEX 790 COMPUTERS | $1,200 | $840 | $360 |
| DELL LCD MONITOR | $100 | $70 | $30 |
| HP LASER PRINTER | $265 | $186 | $79 |
| WIRELESS M ICROPHONE | $180 | $126 | $54 |
| VIDEO CAMERA | $250 | $175 | $75 |
| 2 DELL OPTIPLEX 790 COMPUTERS FOR BT | $1,100 | $550 | $550 |
| NEW LCD TV FOR TT DORM | $550 | $275 | $275 |
| 2 SAMSUNG REFRIDES FOR BT | $1,000 | $500 | $500 |
| 2 SAMSUNG REFRIDES FOR TT | $1,248 | $625 | $623 |
| IPAD FOR TT DORM | $868 | $435 | $433 |
| SONY LCD PROJECTOR FOR TT | $580 | $290 | $290 |
| DELL OPTIPLEX 7010 FOR BT | $555 | $278 | $277 |
| SONY TELEVISION FOR BT | $540 | $270 | $270 |
| AC FOR BT | $400 | $200 | $200 |
| CEILING FANS | $210 | $45 | $165 |
| TOILETS | $486 | $104 | $382 |
| BOOKSHELVES | $333 | $72 | $261 |
| BATTERY BACKUP SYSTEM | $12,800 | $3,840 | $8,960 |
| TELEVISION FOR BT DORM | $520 | $156 | $364 |
| MICROPHONES IN TT DORM | $438 | $88 | $350 |
| 2 SOFAS IN TT DORM | $580 | $83 | $497 |
| WIRE FENCE IN BT DORM | $195 | $28 | $167 |
| BOOKSHELF IN TT DORM | $158 | $23 | $135 |
| WINDOW BARS IN TT DORM | $564 | $81 | $483 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OPERATING EXPENSES - UNIVERSITY WOMEN | $192,405 | $0 | $0 | $192,405 |
| TUITION SUPPORT | $29,732 | $0 | $0 | $29,732 |
| OFFICE EXPENSE AND BANK FEES | $2,488 | $0 | $696 | $0 |
| FUNDRAISING | $514 | $0 | $514 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,011 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| U S PROGRAM ASSISTANCE | $0 | $0 | $0 | $0 |
| INVESTMENT MANAGEMENT | $14,458 | $14,458 | $0 | $0 |
| CONSULTANTS | $6,000 | $0 | $5,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $802 | $802 | $0 | $0 |
| TAX FILING FEES | $4,387 | $0 | $4,422 | $0 |
Comments